Traigent dataset curate

Traigent Curate Dataset

When to Use

Requires traigent>=0.16.0.

Use this skill when you need to build, grow, or audit the examples that Traigent uses to evaluate an optimized function.

• Start from existing fixtures, golden sets, support tickets, logs, traces, or manually labeled examples.
• Keep tuning and holdout slices separate. Never tune and claim on the same slice.
• Mock or zero-egress check first with enable_mock_mode_for_quickstart(), offline=True, and a small local sample.
• Before paid provider or backend runs, estimate cost, ask for user approval, and set TRAIGENT_RUN_COST_LIMIT.
• For task-shape recipes, read references/dataset-recipes.md.

Optimization Economics — Read This Before Sizing a Run

Do not default to recommending zero spend. The canonical Traigent posture on spending, the five characterization questions with their exact options, the tailoring rules (including the three-option paging rule), the explanation duty, and the local survey draft contract all live in one file that ships inside this skill: references/economics-characterization.v0.md. Read it from this skill's own directory before you propose, size, or decline a run — it is deliberately not restated here. It is generated from docs/shared/economics-characterization.v0.md in the traigent-skills repo, which is where any edit goes; the copy shipped here is byte-identical.

Characterize, never compute a budget locally. Collect the characterization and relay it; the Traigent service authors the budget, exactly as it authors the run-plan and the next-step decision — budget authorship belongs to the service. Do not compute, adjust, or recommend a budget locally: no budget arithmetic in markdown, no floor/cap table, no "roughly $X/day" of your own. The reference describes what the service computes; it is not a local calculator, and when the service returns no economics result, say so plainly and continue with no budget number at all rather than inventing one.

This skill's part: produce independently confirmed defect receipts — each one an example hash, a defect category, an independent confirmation, and the correction or test — so the work can be compared honestly against what the same review would have cost by hand.

Mandatory whenever you relay any of it: show the options, recommend exactly one, and explain why in the user's own numbers — their agent, their volumes, their error costs. The explanation is a product requirement, not decoration.

Safety is unchanged and unweakened: mock/dry-run first, explicit user approval before any paid run, an explicit spend cap, and the recorded stop rule. The service sets how much to invest; it never affects whether approval is required — it always is.

Assess what you already have

Inventory real examples before synthesizing:

• Fixtures and regression tests: convert inputs and expected outputs into JSONL rows.
• Golden sets: prefer examples with source links, reviewer notes, or product-owner acceptance.
• Logs and traces: sample real inputs, then redact secrets and PII before labeling.
• Failure reports: keep the original failure input, expected behavior, and the bug class in metadata.

Minimum starting counts:

Use	Count	Notes
Smoke check	10-20	Catch wiring, loader, and scorer mistakes.
First tuning slice	30-100	Cover the main strata and known failure modes.
Holdout slice	30+	Keep untouched until the final validation readout.
High-variance tasks	100+	Add per-stratum coverage before trusting aggregate movement.

Prefer fewer well-labeled examples over many vague examples. Every row should have a reason to exist: common path, edge case, high-value customer path, known failure, or safety-critical path.

JSONL format and holdout discipline

Use one JSON object per line. Put model inputs under input or input_data, the expected answer under expected_output or an accepted alias, and non-label context in metadata.

{"input": {"question": "What is the refund window for annual plans?"}, "expected_output": "Annual plans are refundable within 30 days.", "metadata": {"split": "tune", "source": "policy-golden", "task": "qa"}}
{"input": {"question": "Can I pause a monthly subscription?"}, "expected_output": "Monthly subscriptions can be paused from billing settings.", "metadata": {"split": "holdout", "source": "support-review", "task": "qa"}}

One canonical dataset contract

Every Traigent skill maps a JSONL row the same way — this is the single contract (quickstart's flat {"input": "...", "output": "..."} is just this contract with scalar values):

Row key	Becomes	Notes
input (or input_data)	example.input_data	required; the value can be a scalar or a nested dict. Called as func(**input_data) when it is a dict.
gold key (first match)	example.expected_output	the value can be a scalar or a nested dict (then index it, e.g. expected["sql"]).
every other top-level key	example.metadata[<key>]	this is how a per-example side field (e.g. db_path) reaches a scorer.

Accepted gold-key aliases, in first-match order (SDK evaluators/base.py _EXPECTED_OUTPUT_FIELDS): output, expected, expected_output, answer, target, label. Pick one per row.

So a nested, execution-scored row is fully supported:

{"input": {"question": "...", "schema": "CREATE TABLE ...", "db_id": "sales"}, "output": {"sql": "SELECT COUNT(*) FROM customers;"}, "db_path": "data/sales.db"}

Here input → example.input_data (the nested dict), output → example.expected_output (gold SQL is expected["sql"]), and the top-level db_path → example.metadata["db_path"]. See traigent-eval-build for the scorer that reads a per-example metadata field.

No ground-truth labels to put in the gold key? For subjective/generative tasks (summaries, chat, open-ended agents), curation still applies — it just produces different assets: a representative, stratified set of inputs, a rubric with anchored score levels (and optionally a few reference outputs as calibration anchors, clearly marked as references, not gold). The score then comes from an LLM judge, not a label comparison — follow traigent-eval-choose-metric → "The no-gold track" and traigent-eval-build's judge template, and treat traigent-eval-audit as mandatory. Holdout discipline below applies unchanged: the judge's calibration examples must stay out of the holdout.

Holdout rules:

• Reserve the holdout slice before the first optimization run, and record how the dataset is partitioned: tuning/search slice, optional exemplar/few-shot bank, and holdout slice.
• Split by stable example id, customer, document, repository, or time window when near-duplicates exist.
• Stratify by task type, difficulty, language, tenant, tool path, and known failure class.
• Keep synthetic examples out of the holdout unless a human reviews and labels them independently.
• Rebuild the tuning slice freely; touch the holdout only to add newly sourced, independently reviewed examples.
• Report tune-slice movement and holdout movement separately.
• If no holdout exists yet, say so explicitly and create one before treating any result as promotion-ready; preserve the same split across iteration rounds — never recreate or contaminate it after a run.

Synthesize examples client-side with no backend egress

Use client-side synthesis when data is sensitive, labels need local review, or the user has not approved a backend run. Passing your own llm keeps synthesis on the user's LLM path. Tag synthetic rows in metadata and keep the seed ids.

import litellm

from traigent.evaluators import Dataset
from traigent.generation import DatasetGrowthOptions, ExampleSynthesizer, GuidanceAction

def private_llm(prompt: str) -> str:
    response = litellm.completion(
        model="gpt-4o-mini",
        messages=[{"role": "user", "content": prompt}],
    )
    return response.choices[0].message.content or ""

seed_dataset = Dataset.from_jsonl("eval/tune.jsonl")

growth_options = DatasetGrowthOptions(
    examples_per_round=6,
    max_total_examples_added=30,
)
synthesizer = ExampleSynthesizer(
    llm=private_llm,
    options=growth_options,
)

synthetic_examples = synthesizer.synthesize(
    seed_examples=seed_dataset.examples[:8],
    action=GuidanceAction.GENERATE_HARDER,
    count=6,
    seed_ids=["tune-001", "tune-014"],
    existing=seed_dataset.examples,
)

for example in synthetic_examples:
    example.metadata["review_status"] = "needs_human_label_check"

For guided optimization flows, grow examples from the optimized function instead of separately managing the synthesizer:

import litellm
import traigent
from traigent.api.decorators import EvaluationOptions
from traigent.generation import DatasetGrowthOptions
from traigent.testing import enable_mock_mode_for_quickstart

enable_mock_mode_for_quickstart()

def prompt_model(prompt: str, *, temperature: float = 0.0) -> str:
    response = litellm.completion(
        model="gpt-4o-mini",
        temperature=temperature,
        messages=[{"role": "user", "content": prompt}],
    )
    return response.choices[0].message.content or ""

@traigent.optimize(
    evaluation=EvaluationOptions(eval_dataset="eval/tune.jsonl"),
    objectives=["accuracy", "cost"],
    configuration_space={"temperature": [0.0, 0.3, 0.7]},
)
def answer(question: str) -> str:
    cfg = traigent.get_config()
    return prompt_model(question, temperature=cfg["temperature"])

growth_options = DatasetGrowthOptions(
    examples_per_round=4,
    max_total_examples_added=12,
)

# `guidance_provider` and `weak_examples` are NOT defined here — they come
# from your prior run: the service next-step payload (see `traigent-analyze-guidance`)
# supplies the provider, and the flagged/weak example ids come from that
# payload or your own analysis (see "Reflect on Hard Examples" below).
results = answer.optimize_with_guidance(
    provider=guidance_provider,      # from the traigent-analyze-guidance payload
    rewrite_llm=prompt_model,
    grow_dataset=growth_options,
    weak_examples=weak_examples,     # flagged example ids from the prior run
    max_trials=8,
)

Reflect on Hard Examples (Server-Flagged)

Requires traigent>=0.16.0.

Use this after a Traigent run when the server has identified hard, weak, or broken examples and the user wants to improve the agent, prompt, skill, or dataset using local example content. This is the content-reflection loop: Traigent can identify safe example ids and coarse categories, but raw example content stays local. The skill joins those ids to local inputs, expected outputs, and actual outputs, then takes one server-suggested action.

Boundary

The server selects the examples and recommends the next action. This skill does not decide which examples are hard.

• Fetch flagged ids and coarse categories from server surfaces such as traigent next-steps RUN_ID --json and example-scoring dataset-quality output (see "Score examples after a run" above).
• Do not rank, expand, or replace the flagged id list locally.
• Do not send raw example text, expected answers, actual answers, traces, or customer content to Traigent unless the user explicitly approves that egress.
• If the server returns no flagged ids, stop or ask the user whether to run the server-side scoring/recommendation flow. Do not make a local hard-example list.
• Take one action from the server recommendations. If the user wants another action, label it as a manual override or request refreshed next steps.

Protocol

1. Fetch the server payload. Prefer traigent next-steps RUN_ID --json; if the flow is already in example-scoring, use the server's dataset-quality or curation output (see "Score examples after a run" above). Record the returned ids, coarse categories, and recommended actions exactly.
2. Build a local example-content map: use traigent report-example-map for a local-only file map from dataset rows to stable example ids, or the SDK helper build_example_content_map when already inside Python automation.
3. Join only the server-flagged ids to local content. For each matched id, read: input, expected output, actual output from the run artifact, the coarse category returned by the server, and any local metadata such as split, source, or reviewer note.
4. Classify the local failure pattern from expected-vs-actual, keeping the classification factual and content-local — e.g. label mismatch, missing context, retrieval miss, tool-use failure, output-format failure, prompt ambiguity, evaluator issue, or agent-code bug. If the classification is "evaluator issue", the server next-step may be a server-side evaluator audit (ACET-based, read-only) or improve_evaluator (lockbox repair); present the server action verbatim and hand off to traigent-eval-audit — do not manually re-rank or re-score evaluators.
5. Pick exactly one server-suggested action and ask the user to approve it: ExampleSynthesizer with GuidanceAction.GENERATE_HARDER or GENERATE_SIMILAR, or optimize_with_guidance(grow_dataset=..., weak_examples=...) — see "Synthesize examples client-side with no backend egress" above for the exact call patterns — a prompt rewrite, a trained skill, or a fix to the agent code.
6. Execute the approved action locally. For generated or changed examples, mark them for human label review before they can support a holdout claim.
7. Loop back to traigent-analyze-guidance for a fresh service plan. Do not launch a new optimization run from this skill without the run-plan confirmation and mock dry-run flow.

Local Report

Return a compact local report to the user: run id and portal link; server source used for flagged ids; number of server-flagged ids and number matched locally; coarse categories returned by the server; local failure-pattern classifications with ids, not raw private content unless the user approves showing it; the single approved action taken; files changed or examples generated; any egress approval or denial; next traigent-analyze-guidance context.

Privacy And Egress

The local content map can contain proprietary examples. Store it in the project workspace or another user-approved local path, avoid committing it by default, and delete temporary maps when the user asks. Share only safe ids and aggregate counts with Traigent unless the user explicitly approves sending example text.

Synthesize via the Traigent backend

Backend dataset generation requires a Traigent account/backend and configured credentials such as TRAIGENT_API_KEY and TRAIGENT_BACKEND_URL. If you have not yet set up TRAIGENT_API_KEY, see Getting your Traigent API key.

Use backend synthesis when:

• the user approves account-backed generation,
• centralized dataset records are required,
• the team wants backend-side example storage and review workflows,
• or many collaborators need the same generated examples.

Relevant backend endpoints:

Endpoint	Use
POST /api/v1/datasets/generate	Create a new generated dataset from instructions or seeds.
POST /api/v1/datasets/{id}/generate-examples	Add generated examples to an existing dataset.
GET /api/v1/datasets/{id}/examples	Read examples for review or export.
POST /api/v1/datasets/{id}/examples	Add reviewed examples.

Prefer client-side synthesis when data-handling review is incomplete, no account is configured, or the user has not approved paid work.

Score examples after a run

ExampleInsightsClient can ask the backend to compute and return example-scoring metadata for a completed run. This requires a Traigent account/backend.

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Important honesty point: the backend redacts proprietary scoring signals. The client receives non-signal metadata such as example ids, sample counts, algorithm version, scored flags, and quality-job status. Do not teach or infer hidden difficulty, informativeness, or ambiguity values from the client response. The ranked and flagged "examples to review" surface (analytics_get_example_insights / GET /api/v1/analytics/runs/{run_id}/example-insights) is likewise non-signal: it conveys review urgency, enum flags, and a suggested action — never raw scores, formulas, or composite values.

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Import note (verified against SDK 0.18.x): ExampleInsightsClient ships in the core SDK at traigent.analytics — no separate install required. The traigent.analytics module docstring recommends the separate traigent-analytics plugin (pip install traigent-analytics), but that plugin's public API (meta-learning, predictive analytics, anomaly detection, cost optimization, scheduling — see its own __all__) does not include ExampleInsightsClient; from traigent_analytics import ExampleInsightsClient raises ImportError. Use the core import below and ignore the module's DeprecationWarning for this class specifically. Caveat if you HAVE installed the plugin: the core shim then defers to the plugin and stops exposing this class, so from traigent.analytics import ExampleInsightsClient itself raises ImportError — either uninstall the plugin (pip uninstall traigent-analytics) or use the deep import from traigent.analytics.example_insights import ExampleInsightsClient, which works with or without the plugin (verified).

from traigent.analytics import ExampleInsightsClient

async def compute_example_scores(run_id: str) -> dict:
    # compute_scores/get_job_status/get_example_scores/get_dataset_quality are
    # all async — await each one (a common mistake is calling them unawaited
    # at module scope, which yields un-subscriptable coroutine objects).
    async with ExampleInsightsClient(
        backend_url="https://traigent.example",
        api_key="uk_...",
    ) as client:
        job = await client.compute_scores(experiment_run_id=run_id)
        status = await client.get_job_status(job_id=job["job_id"])
        scores = await client.get_example_scores(
            experiment_run_id=run_id,
            example_ids=["ex_001", "ex_002"],
        )
        quality = await client.get_dataset_quality(experiment_run_id=run_id)
        return {"status": status, "scores": scores, "quality": quality}

Example-scoring endpoints:

Endpoint	Use
POST /api/v1/analytics/example-scoring/{run_id}/compute	Start scoring for a completed run.
GET /api/v1/analytics/example-scoring/{run_id}/scores	Read per-example scoring metadata.
GET /api/v1/analytics/example-scoring/{run_id}/dataset-quality	Read dataset-level quality metadata.
GET /api/v1/analytics/runs/{run_id}/example-insights	Read ranked and flagged examples to review (IP-safe: review_priority, suspicious_flags, recommended_action).

Examples to review (ranked & flagged)

When a run completes, the analytics_get_example_insights MCP tool (or GET /api/v1/analytics/runs/{run_id}/example-insights) returns up to 100 examples ranked by review urgency — no raw scores or formulas are exposed. The summary includes dataset_quality (low | medium | high) and flag-type counts. Each example row carries:

Field	Values
safe_example_ref	Opaque hashed ref (exref_...) — not a raw id or content
review_priority	critical | high | medium | low — review urgency, not a quality score
difficulty_bucket	low | medium | high | unknown — coarse bucket only
suspicious_flags	See flag-to-action table in the improve loop below
recommended_action	review_label | clarify_expected_output | increase_repetitions | replace_or_rewrite | keep_as_hard_case | remove_redundant | inspect_evaluator

The improve loop

1. Run a mock/offline smoke check.
2. Run a small tuning pass with a fixed tuning slice and explicit cost limit.
3. Pull examples to review from GET /api/v1/analytics/runs/{run_id}/example-insights (MCP: analytics_get_example_insights); work them in review_priority order and act on each suspicious_flag using the table below.
4. Synthesize harder or more diverse examples around those weak examples.
5. Human-review synthetic labels and metadata before adding them to the tuning slice.
6. Re-run on the enlarged tuning slice.
7. Validate once on the untouched holdout slice.
8. Report tune and holdout results separately, including failed trials and cost.

Flag-to-curation-action guide for step 3:

Flag	Curation action
possible_mislabel	Re-check the expected answer / rubric
redundant_pattern	Remove or dedupe; broaden coverage elsewhere
anomalous_low_success	Clarify the expected output, or keep as a deliberate hard case
high_response_variance	Clarify acceptable answers or add repetitions
low_agent_strength_correlation	Review the label or the evaluator for this example
low_sample_support	Rerun for more evidence before a permanent dataset change

Claim scope

• Dataset quality statements are observations about the reviewed evaluation dataset, labels, split, and scoring method.
• Synthetic examples are useful coverage candidates until reviewed; do not treat them as independent holdout evidence.
• Backend example-scoring client output is non-signal metadata. Do not describe redacted proprietary signals as available.
• Backend example-scoring (via ExampleInsightsClient) reports properties of examples. Evaluator-quality audit (ACET, via the server-side evaluator-audit action) reports properties of evaluators. These are separate surfaces — scoring a dataset does not validate the evaluator, and auditing the evaluator does not score the dataset.
• Ranked and flagged "examples to review" rows (from analytics_get_example_insights / GET /api/v1/analytics/runs/{run_id}/example-insights) are non-signal: they convey review urgency (review_priority), enum flags (suspicious_flags), and a suggested action (recommended_action) — not quality scores, formulas, or composite values.
• A holdout result supports a claim only for the task distribution represented by that holdout slice.

See Also

• traigent-setup-quickstart - mock/offline setup and first optimization run
• traigent-eval-choose-metric - choosing objectives before labeling examples
• traigent-eval-build - implementing scoring functions and custom evaluators
• traigent-boost-agent - end-to-end optimization workflow for an existing agent
• traigent-analyze-guidance - fetch server recommendations
• traigent-analyze-guidance - fetch and confirm the next service plan
• traigent-analyze-guidance - local result inspection when the user requests it

<!-- Reserved: managed longitudinal-guidance region. Step-level edits must not write here. --> <!-- SLOW_UPDATE --> <!-- /SLOW_UPDATE --> <!-- INTERACTION_POLICY v1 (synced — do not edit inline; edit docs/shared/interaction-policy.v1.md) -->

Traigent Interaction Policy

Track an interaction profile and adapt to it. Persona (stable): control=delegate|guided|inspect, expertise=se|ds|unknown. Mood (this session): pace=execute|balanced|explore. Default when unknown: guided,se,balanced. Infer from explicit user statements first, then recent behavior; an explicit correction wins immediately. Never store or send this profile anywhere by default.

Fetch the live profile (when available)

At session or skill start, if a configured Traigent client is available, seed the profile from the backend with the skill name:

policy = None
try: policy = await client.get_interaction_policy(skill="<this skill>")
except Exception: pass

Treat the returned profile as the STARTING seed: its control/expertise/pace axes plus question_budget, options_max, and jargon_level replace the static defaults below. Explicit user corrections in-conversation ALWAYS override the seed. If the call is unavailable or fallback_policy="static_v1", simply use the static defaults below; the SDK already fails soft.

• Always be concise.
• Match terminology to expertise. For se: plain engineering words; define each Traigent or statistics term once in plain language (no Bayesian / variance-decomposition / Pareto jargon unless asked). For ds: compact optimization and statistical terms are fine.
• Presenting options: show at most 3, mark exactly one Recommended, and give one short persona-appropriate trade-off per option.
• Autonomy. For delegate or execute: pick the recommended reversible action and proceed, asking only at hard gates. For guided: offer options with a recommendation at the key decisions. For inspect or explore: give brief rationale or evidence before asking, and ask before branch choices.
• Hard gates — always confirm regardless of persona: paid or provider model calls, sending data or private content off the machine, destructive edits, decisions the Traigent service is meant to return, and any missing fact the step truly requires.
• Always end by recommending the next Traigent skill or action to take.
• Never weaken Traigent safety: dry-run before any paid run; get explicit approval before real cost or before any data leaves the machine; treat service-returned plans and next steps as authoritative. Never put the persona profile or any private content into telemetry, run metadata, experiment names, logs, or provenance files.

<!-- /INTERACTION_POLICY v1 -->