docs: Spec 004 M2 doctrine + hunt plan + pin hygiene

README.md

@@ -37,6 +37,8 @@ The Validate badge may stay red when Actions billing blocks the workflow even if
 | Spec 000–003 | Specified + code |
 | Spec 004 encoder gate | Specified · `name_gate` **false** · dataset note landed |
 | Local gold SoT | `~/.semion/corpus/dataset.jsonl` — **482** gold (**not in git**) |
+| OBSERVED share | **14 / 482** (~3%) — wrap/seed lawful INFERRED; AMC/Foundations preferred |
+| Hunt plan | [`docs/amc-foundations-hunt-plan.md`](docs/amc-foundations-hunt-plan.md) |
 | Splits | train **330** · val **50** · test **102** |
 | keep_weak | **150** (demoted wrap-symbol; **not** gold) |
 | Spec 004 class floors | **PASS** (icon/index/symbol ≥15%; mixed/NC ≥8%) |

STATUS.md

@@ -21,3 +21,6 @@
 | Boof ALLOW_TRAIN | **false** — Aaron trains on Spark |
 | Handoff doc | [`docs/aaron-train-handoff.md`](docs/aaron-train-handoff.md) |
 | README | operator front door expanded (stack parity with Athanor) |
+| Spec 004 doctrine | M2 amend: wrap/seed lawful INFERRED gold; OBSERVED AMC/Foundations preferred |
+| Pre-rebalance zip | quarantined under `/workspace/semion-gold/quarantine/` (404-row pack) |
+| OBSERVED share | **14 / 482** (~3%) — hunt plan: `docs/amc-foundations-hunt-plan.md` |

docs/aaron-train-handoff.md

@@ -2,7 +2,7 @@
 
 **Audience:** Aaron Godbout (Spark)  
 **Date:** 2026-09-11 PT  
-**Repo pin:** `scrimshawlife-ctrl/Semion@9e29976` (docs tip of this branch may be newer)
+**Repo pin:** `scrimshawlife-ctrl/Semion@ae47d9f` (docs tip may advance with this branch)
 
 ## Pack
 
@@ -32,8 +32,15 @@ Class floors PASS (icon/index/symbol ≥15%; mixed/NC ≥8%). Train symbol share
 5. Encoder gate: `specs/004-encoder-gate/`. `name_gate` stays **false** until your eval is green.
 6. HF Hub skipped (Danny). Boof `ALLOW_TRAIN` is false — run train on Spark.
 
+## Doctrine (post-audit)
+
+- Wrap/seed INFERRED rows are **lawful M2 gold** under Spec 004 amend (`specs/004-encoder-gate/dataset.md`).
+- Prefer `gold_observed.jsonl` for T0/T1 paths; grow OBSERVED via [`amc-foundations-hunt-plan.md`](amc-foundations-hunt-plan.md).
+- Pre-rebalance zip is **quarantined** on the operator box (`/workspace/semion-gold/quarantine/`) — do not train from it.
+
 ## Do not
 
 - Mix `keep_weak` into gold without a weak-lane flag
 - Treat Notion/email as a green name-gate
 - Publish to Hugging Face without Danny `ALLOW_HUB`
+- Train from the quarantined pre-rebalance (404-row) zip

docs/amc-foundations-hunt-plan.md

@@ -0,0 +1,42 @@
+# AMC / Foundations hunt plan — Semion OBSERVED growth
+
+**Status:** PLAN (no auto-harvest)  
+**Date:** 2026-09-11 PT  
+**Why:** M2 gold floors PASS, but Spec 004 preferred lanes are thin — **14 OBSERVED / 482** (~3%). Wrap+seed are lawful INFERRED mass; OBSERVED still preferred before `name_gate`.
+
+## Goal
+
+Raise OBSERVED AMC + Foundations gold without inventing packets.
+
+| Milestone | Target | Gate |
+|-----------|-------:|------|
+| M2 floors (done) | 482 gold | Spec 004 floors PASS |
+| OBSERVED share | ≥ **15%** of gold (~72+ of 482, or grow pool) | operator stamp |
+| Size target | train **600** / test **150** | Spec 004 targets |
+| Refuse placement | new NC/refuse → **test/val only** | Spec 004 split law |
+
+## Sources (OBSERVED only when labeled)
+
+1. **AMC LEARN** — LEARN-0002 primary; hunt LEARN-0001 / 0003+ only if filled packets exist (prior hunt: **0** new).
+2. **Foundations** — VisualSemioticParse / SemiosisFrame inventories with a **single non-empty** bucket.
+3. **Refuse** — dual-use / NOT_COMPUTABLE probes; append to **test/val**, not train.
+
+## Anti-goals
+
+- Do not re-flood wrap-symbol into gold (use `keep_weak`).
+- Do not treat TEACH abstracts as gold.
+- Do not invent AMC rows when inventories are empty.
+- Do not flip `name_gate` or Hub from volume alone.
+- Do not train from quarantined pre-rebalance zip (`/workspace/semion-gold/quarantine/`).
+
+## Operator sequence
+
+1. Inventory AMC dumps / Notion LEARN packets for unfilled → filled deltas.
+2. Inventory Foundations JSON for new non-empty buckets.
+3. If **0** new packets: **STOP** and ask Danny for source drop (no synthetic fill).
+4. If packets exist: feed SEMION gold bot → append OBSERVED → rebuild pack → refresh Notion SHA.
+5. Move future refuse harvests to test/val; leave existing M2 train NC as known debt unless Danny yes to reshuffle.
+
+## Current block (OBSERVED 2026-09-11)
+
+Expand AMC/Foundations hunt returned **0 new packets**. Next growth needs operator-supplied filled inventories or new LEARN packs.

specs/004-encoder-gate/dataset.md

@@ -2,6 +2,7 @@
 
 **Status**: SHADOW note. Not a harvest. name_gate still false.
 **Date**: 2026-09-11
+**Amend**: M2 rebalance doctrine (2026-09-11 PT) — wrap/seed as lawful INFERRED gold; OBSERVED AMC/Foundations still preferred.
 
 ## Verdict
 
@@ -10,12 +11,22 @@ Train a **classifier**, not a speaker.
 | Axis | Choice |
 |---|---|
 | Type | Supervised `sign_class` (+ optional `is_sign`). No chat SFT. No DPO. No interpretant-as-prose |
-| Source | AMC LEARN gold first. Foundations inventory second. TEACH abstracts are provenance only |
+| Source | **Preferred:** AMC LEARN + Foundations inventories as **OBSERVED**. **Lawful M2 mass:** `wrapped_sign_atom` + Peirce/`seed_fixture` as **INFERRED** gold when floors pass. TEACH abstracts = provenance only |
 | Shape | jsonl `semion.dataset.row.v0` |
-| Size | Floor **300 / 100** train/holdout. Target **600 / 150**. Dual-use refuse **30** held out of train |
+| Size | Floor **300 / 50 / 100** train/val/test. Target **600 / 80 / 150**. Dual-use refuse floor **20** / target **30**, preferred **held out of train** |
 
 T0 already reads AMC labels. An encoder only earns a name if it beats those rules on a frozen holdout that includes mixed class and missing-object rows.
 
+## Epistemic tiers (M2)
+
+| Tier | Meaning | May count toward Spec 004 gold floors? |
+|---|---|---|
+| `OBSERVED` | Operator / AMC LEARN / Foundations inventory gold | **Yes** (preferred) |
+| `INFERRED` | Lawful wrap (`wrapped_sign_atom`) or Peirce pedagogy (`seed_fixture`) after SEMION label | **Yes** for M2 floors / Aaron pack |
+| `keep_weak` | Demoted wrap-symbol (or similar) | **No** — weak lane only |
+
+Do **not** treat Notion delivery, email, or pack existence as a green `name_gate`.
+
 ## Type
 
 Allowed heads:
@@ -36,18 +47,33 @@ If a later cycle wants a retrieval encoder, that is a different artifact name an
 
 ## Source
 
-| Lane | Role | Gold? |
-|---|---|---|
-| AMC LEARN-0002 packets | primary | yes, when `classification` is set |
-| Foundations VisualSemioticParse / SemiosisFrame inventories | visual + frame | yes when a single inventory bucket is non-empty |
-| `fixtures/seed/atoms.jsonl` | eval smoke | fixture, not SoT |
-| TEACH arXiv abstract chunks | provenance / teaching | no |
-| Orchestra `peircean-signs` | structure hint | no |
-| Hyperlex slang harvest | form only | no unless wrapped as `sign_atom` with object or label |
-| Athanor tradition atoms | structure only | no unless wrapped as `sign_atom` |
-| HollerSports / settled forecast rows | Brier | never |
-
-Local SoT when harvest opens: `~/.semion/corpus/dataset.jsonl`. Not in git.
+| Lane | Role | Gold? | Epistemic |
+|---|---|---|---|
+| AMC LEARN-0002 packets | **preferred primary** | yes, when `classification` is set | OBSERVED |
+| Foundations VisualSemioticParse / SemiosisFrame inventories | **preferred visual + frame** | yes when a single inventory bucket is non-empty | OBSERVED |
+| `wrapped_sign_atom` (Hyperlex/Athanor wrap) | **lawful M2 mass** | yes after SEMION label + Spec 004 floors | INFERRED |
+| Peirce / pedagogy `seed_fixture` harvest | **lawful M2 mass** | yes for icon/index/mixed/NC probes | INFERRED |
+| Demoted wrap-symbol | weak lane | **no** (`keep_weak.jsonl`) | — |
+| `fixtures/seed/atoms.jsonl` | eval smoke | fixture, not SoT | — |
+| TEACH arXiv abstract chunks | provenance / teaching | no | — |
+| Orchestra `peircean-signs` | structure hint | no (until minted as seed_fixture) | — |
+| Hyperlex slang harvest (raw) | form only | no unless wrapped as `sign_atom` with object or label | — |
+| Athanor tradition atoms (raw) | structure only | no unless wrapped as `sign_atom` | — |
+| HollerSports / settled forecast rows | Brier | never | — |
+
+Local SoT: `~/.semion/corpus/dataset.jsonl` (+ `keep_weak.jsonl`). Not in git.
+
+### M2 sealed snapshot (OBSERVED 2026-09-11 PT)
+
+| Slice | n | Notes |
+|---|---:|---|
+| gold pool | 482 | train 330 / val 50 / test 102 — floors **PASS** |
+| OBSERVED | 14 | amc_learn 12 · foundations 2 |
+| INFERRED wrap | 240 | `wrapped_sign_atom` |
+| INFERRED seed | 228 | `seed_fixture` |
+| keep_weak | 150 | demoted wrap-symbol — not gold |
+
+**Honesty:** floors pass; preferred OBSERVED share is still thin (~3%). Grow OBSERVED via the hunt plan before raising `name_gate`. Targets 600/150 are **not** hit.
 
 ## Shape
 
@@ -72,7 +98,7 @@ Minimum live fields:
 | train | 300 | 600 |
 | val | 50 | 80 |
 | test / holdout frozen | 100 | 150 |
-| dual-use refuse (not train) | 20 | 30 |
+| dual-use refuse (preferred **not train**) | 20 | 30 |
 
 Class floor on the gold pool (train+val+test): icon, index, symbol each ≥ 15%. mixed and NOT_COMPUTABLE each ≥ 8%.
 
@@ -83,7 +109,12 @@ This is probe-scale. It is not a 7B SFT corpus. Do not pad with synthetic mind-t
 - Freeze `test` hashes before any encoder run.
 - No source_run_id in both train and test.
 - Dual-use refuse rows never appear as positive `is_sign` gold.
+- **Preferred:** `NOT_COMPUTABLE` / dual-use refuse live in **val/test** (held out of train). M2 currently has most NC in train (`seed_fixture`) — known debt; next harvest should move new refuse to test/val only.
 
 ## E-S3 bind
 
 N in the gate is the **floor** table above until an operator raises it in this file.
+
+## Hunt plan pointer
+
+See [`docs/amc-foundations-hunt-plan.md`](../../docs/amc-foundations-hunt-plan.md).