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fix(standard-setting): harden Hofstee scalar controls - #920

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fix/hofstee-scalar-boundary-919
Aug 16, 2026
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fix(standard-setting): harden Hofstee scalar controls#920
seonghobae merged 8 commits into
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fix/hofstee-scalar-boundary-919

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@seonghobae seonghobae commented Aug 15, 2026

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Scope

Fix #919 by establishing a trusted scalar boundary for Hofstee standard-setting controls before compiled-core discovery, without changing Hofstee mathematics.

Test-first lineage

  • RED 59b72392bd88c0dce2eb2bac66af2ea8def8a06a adds public hostile-callback and domain regressions. Replayed against protected-main behavior, the focused suite produced 20 failures / 3 passes: rejected scalar subclasses and invalid ranges/order reached core discovery, and genuine NumPy scalar controls were rejected.
  • GREEN 92c495ba7a6e42aa45e8d38fdc4347903f3bdabd adds an exact-type real-scalar normalizer, trusted built-in-float marshalling, finite [0,100] checks and ordered bound validation before native discovery.
  • Focused GREEN proof: PYTHONPATH=python pytest -q tests/test_standard_setting_control_safety.py -> 23 passed. Python syntax compilation also passes. The local environment has no Rust toolchain/compiled _core, so native oracle/package proof is delegated to hosted exact-head CI rather than faked locally.

Preserved boundary

  • Exact built-in int/float and genuine supported NumPy integer/floating scalars are accepted; booleans, Python/NumPy subclasses and arbitrary protocol providers fail before caller callbacks.
  • Accepted controls normalize once to built-in float; non-finite/out-of-range values, trusted-integer overflow and inverted cut/fail bounds fail before Rust discovery.
  • Hofstee ogive/intersection/fallback arithmetic remains Rust-owned and unchanged.
  • No Python numerical fallback, provider, dependency, persistence, workflow, package-version, schema or gate change.

Documentation

APA-style security trace records CWE-1287, OWASP ASVS 5.0.0, final NIST SSDF 1.1, and identifies SSDF 1.2 / SP 800-218 Rev. 1 as draft rather than normative final authority. A bounded security changelog fragment accompanies the implementation.

Exact creation state

  • Protected base: fb67ced09d8ee00542c05d56374537a9a7239751.
  • Exact source head: 20afba8a93d8ac8eab819fdfcc5c897c7dd4a42f.
  • Branch is ahead 4 / behind 0 with exactly four changed files.

This PR intentionally starts Draft. Ready/integration requires fresh exact-head CI/security/package/coverage/review evidence plus the live protected-main independent-review policy. No gate is weakened or bypassed.

Summary by CodeRabbit

  • Bug Fixes

    • Improved Hofstee control validation to reject unsupported scalar types, booleans, non-finite values, invalid percentages, overflowed integers, and inverted bounds.
    • Prevented invalid inputs from reaching underlying processing.
  • Documentation

    • Added guidance on accepted scalar inputs, validation behavior, security considerations, and verification requirements.
  • Tests

    • Added coverage for invalid controls, boundary conditions, early rejection, and supported NumPy scalar inputs.

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📝 Walkthrough

Walkthrough

Hofstee now validates approved Python and NumPy scalar controls before Rust-core discovery. It rejects unsafe types, invalid percentage values, overflow, and inverted bounds. Accepted values are normalized to built-in floats. Documentation and regression tests cover the trust boundary.

Changes

Hofstee control validation

Layer / File(s) Summary
Validate and normalize Hofstee controls
python/fast_mlsirm/standard_setting.py, docs/doctoring/hofstee-scalar-control-safety.md, docs/changelog.d/919-hofstee-scalar-control-safety.md
The adapter accepts approved real scalars, rejects invalid controls, validates ordered bounds, and sends built-in floats to Rust. Security requirements and changelog details were added.
Verify fail-closed behavior
tests/test_standard_setting_control_safety.py
Tests cover hostile subclasses, booleans, protocol-only values, invalid domains, overflow, inverted bounds, callback suppression, core-discovery suppression, and genuine NumPy scalar compatibility.

Estimated code review effort: 3 (Moderate) | ~20 minutes

Merge Risk: 🔵 Low · up to 67d2a

The change is mergeable with owner follow-up to annotate the test helper’s exception-only callback as non-returning; otherwise, a localized lint failure could block CI.

Possibly related issues

  • ContextualWisdomLab/fast-mlsirm issue 897: Similar Python-to-Rust control validation hardening for a different adapter.
  • ContextualWisdomLab/fast-mlsirm issue 851: Similar rejection of spoofed NumPy subclasses for a different API.

Possibly related PRs

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly summarizes the primary change: hardening Hofstee scalar controls in standard setting.
Linked Issues check ✅ Passed The changes satisfy issue #919 by validating trusted scalars, rejecting unsafe inputs before discovery, preserving Rust arithmetic, and adding regressions and documentation.
Out of Scope Changes check ✅ Passed The changes remain within issue #919 scope and are limited to Hofstee validation, tests, security documentation, and a changelog entry.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
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🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch fix/hofstee-scalar-boundary-919

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@seonghobae
seonghobae marked this pull request as ready for review August 15, 2026 23:00
@seonghobae
seonghobae enabled auto-merge (squash) August 15, 2026 23:01
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Actionable comments posted: 1

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Inline comments:
In `@tests/test_standard_setting_control_safety.py`:
- Around line 23-26: Annotate the _CallbackCounter.hit method with
typing.NoReturn to declare that it always raises and never returns. Preserve its
existing call-count increment and AssertionError behavior so Ruff can correctly
infer the return paths of the related __hash__ methods.
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📥 Commits

Reviewing files that changed from the base of the PR and between 0062b3f and 67d2afa.

📒 Files selected for processing (4)
  • docs/changelog.d/919-hofstee-scalar-control-safety.md
  • docs/doctoring/hofstee-scalar-control-safety.md
  • python/fast_mlsirm/standard_setting.py
  • tests/test_standard_setting_control_safety.py

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Comment thread tests/test_standard_setting_control_safety.py Outdated
@opencode-agent
opencode-agent Bot disabled auto-merge August 16, 2026 13:48
@seonghobae
seonghobae enabled auto-merge (squash) August 16, 2026 14:11
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Citation audit (CWL Researcher)

This is a citation/standards audit, not a merge review and not an approval.

Claim. Public Hofstee standard-setting controls (min_cut, max_cut, min_fail, max_fail) with Rust-owned Hofstee ogive/intersection arithmetic.

Problem. docs/doctoring/hofstee-scalar-control-safety.md traces CWE-1287, OWASP ASVS 5.0.0, and final NIST SP 800-218 SSDF 1.1, and correctly marks SSDF 1.2 as draft. It does not cite the method that defines those four judge parameters.

Please add (APA 7th):

Hofstee, W. K. B. (1983). The case for compromise in educational selection and grading. In S. B. Anderson & J. S. Helmick (Eds.), On educational testing (pp. 109–127). Jossey-Bass.

If the implementation also follows the later compromise-method literature, Cizek, G. J., & Bunch, M. B. (2007). Standard setting: A guide to establishing and evaluating performance standards on tests. Sage. is an acceptable secondary source. AERA, APA, & NCME (2014). Standards for educational and psychological testing is the canonical testing-standards companion when this cut score is used for consequential decisions.

@seonghobae
seonghobae merged commit 4cea686 into main Aug 16, 2026
35 checks passed
@seonghobae
seonghobae deleted the fix/hofstee-scalar-boundary-919 branch August 16, 2026 19:20
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security: harden Hofstee scalar controls before Rust discovery

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