docs: add TaskTypeStrategy design + Plan A framework plan

2026-07-14 05:15:28 -04:00
parent 9ee37a8534
commit 832838350a
12 changed files with 3046 additions and 4 deletions
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+# TaskTypeStrategy 框架实现计划 (Plan A)
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use subagent-driven-development to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** 将出题管线从 QuestionFamilySpec 替换为 TaskTypeStrategy 接口，12 个题型（含 AR 临时 Base）用 BaseTaskTypeStrategy 封装现有 family 行为，pipeline/sampler/generator/gates/store 签名适配。
+
+**Architecture:** 新建 `strategy.py`（Protocol + SubPattern + Base + 注册表），修改 pipeline/sampler/generator/gates/store 5 个文件的函数签名，从 `family_spec` 参数改为 strategy 提供的离散参数。BaseTaskTypeStrategy 内部委托给绑定的 QuestionFamilySpec，确保 12 个题型行为不变。AR 临时绑定 VISUAL family（Plan B 替换为特化策略）。
+
+**Codex 审查修复:**
+- C1: sub_pattern 空值判护 — `sub_pattern.x if sub_pattern else strategy.x`
+- C2: AR 在 Plan A 临时绑定 VISUAL family，Plan B 替换为 ActionRecognitionStrategy
+- C3: sampler 异常消息同步改为使用 task_type
+- C4: run_store 加幂等 ALTER TABLE 迁移
+- I1: pipeline 显式调用 extra_gates 并合并结果
+- I2: 移除 build_prompt_context，改为离散参数（prompt_template/strategy_name/skill_target/sub_pattern_instruction）
+
+**Tech Stack:** Python 3.11, pytest, Protocol (typing)
+
+**关联设计:** `research-wiki/designs/2026-07-14-task-type-strategy-design.md`
+
+**范围:** 仅 Plan A（框架 + Base）。ActionRecognitionStrategy 特化实现在 Plan B。
+
+---
+
+### Task 1: strategy.py — Protocol + SubPattern + BaseTaskTypeStrategy + 注册表
+
+**Files:**
+- Create: `app/question_gen/strategy.py`
+- Test: `tests/unit/test_strategy.py`
+
+- [ ] **Step 1: 写失败测试 — Protocol 和 Base 行为**
+
+```python
+# tests/unit/test_strategy.py
+"""TaskTypeStrategy Protocol 与 BaseTaskTypeStrategy 单元测试。"""
+
+from __future__ import annotations
+
+import random
+from pathlib import Path
+
+import pytest
+
+from app.question_gen.families import (
+    ENUMERATION_FAMILY,
+    REASONING_FAMILY,
+    RETRIEVAL_FAMILY,
+    SPATIAL_FAMILY,
+    VISUAL_FAMILY,
+)
+from app.question_gen.strategy import (
+    BaseTaskTypeStrategy,
+    SubPattern,
+    get_strategy,
+    register_strategy,
+)
+
+
+class TestBaseTaskTypeStrategy:
+    """BaseTaskTypeStrategy 封装 family 行为。"""
+
+    def test_task_type_and_strategy_name(self):
+        """task_type 和 strategy_name 正确返回。"""
+        s = BaseTaskTypeStrategy(task_type="Object Recognition", family=RETRIEVAL_FAMILY)
+        assert s.task_type == "Object Recognition"
+        assert s.strategy_name == "RETRIEVAL"
+
+    def test_sampling_from_family(self):
+        """采样参数从绑定的 family 读取。"""
+        s = BaseTaskTypeStrategy(task_type="Temporal Reasoning", family=ENUMERATION_FAMILY)
+        assert s.sampling_level == 1
+        assert s.sampling_constraint.min_l3_nodes == 5
+
+    def test_skill_target_from_family(self):
+        """skill_target 从 family 读取。"""
+        s = BaseTaskTypeStrategy(task_type="Action Reasoning", family=REASONING_FAMILY)
+        assert s.skill_target == "M2"
+
+    def test_leak_probe_template(self):
+        """leak_probe_template 从 family.leak_profile 读取。"""
+        s = BaseTaskTypeStrategy(task_type="Spatial Reasoning", family=SPATIAL_FAMILY)
+        assert s.leak_probe_template == "gate_leak_spatial.md"
+
+    def test_prompt_template_from_family(self):
+        """prompt_template 从 family 读取。"""
+        s = BaseTaskTypeStrategy(task_type="OCR Problems", family=VISUAL_FAMILY)
+        assert s.prompt_template == "visual.md"
+
+    def test_select_sub_pattern_returns_none(self):
+        """BaseTaskTypeStrategy 无子模式。"""
+        s = BaseTaskTypeStrategy(task_type="Object Recognition", family=RETRIEVAL_FAMILY)
+        rng = random.Random(42)
+        assert s.select_sub_pattern(rng) is None
+
+    def test_extra_gates_returns_empty(self):
+        """BaseTaskTypeStrategy 无额外 gate。"""
+        s = BaseTaskTypeStrategy(task_type="Object Recognition", family=RETRIEVAL_FAMILY)
+        assert s.extra_gates(None) == []
+
+
+class TestSamplingLevelMapping:
+    """BaseTaskTypeStrategy 的 sampling_level 从 _TASK_TYPE_TO_LEVEL 读取。"""
+
+    def test_l3_types(self):
+        """L3 题型。"""
+        for tt in ("Object Recognition",):
+            s = BaseTaskTypeStrategy(task_type=tt, family=RETRIEVAL_FAMILY)
+            assert s.sampling_level == 3, f"{tt} should be L3"
+
+    def test_l2_types(self):
+        """L2 题型。"""
+        s = BaseTaskTypeStrategy(task_type="Action Reasoning", family=REASONING_FAMILY)
+        assert s.sampling_level == 2
+
+    def test_l1_types(self):
+        """L1 题型。"""
+        s = BaseTaskTypeStrategy(task_type="Temporal Reasoning", family=ENUMERATION_FAMILY)
+        assert s.sampling_level == 1
+
+
+class TestStrategyRegistry:
+    """注册表查找。"""
+
+    def test_get_unregistered_returns_base(self):
+        """未注册题型返回 BaseTaskTypeStrategy。"""
+        s = get_strategy("Spatial Reasoning")
+        assert isinstance(s, BaseTaskTypeStrategy)
+        assert s.task_type == "Spatial Reasoning"
+
+    def test_register_and_get(self):
+        """注册后 get 返回注册的策略。"""
+        custom = BaseTaskTypeStrategy(task_type="Object Recognition", family=RETRIEVAL_FAMILY)
+        register_strategy(custom)
+        assert get_strategy("Object Recognition") is custom
+
+
+class TestSubPattern:
+    """SubPattern 数据类。"""
+
+    def test_frozen(self):
+        """SubPattern 不可变。"""
+        sp = SubPattern(
+            name="test",
+            weight=0.5,
+            sampling_level_override=None,
+            constraint_override=None,
+            instruction="test instruction",
+            positive_examples=[],
+            negative_examples=[],
+            distractor_rules="",
+        )
+        with pytest.raises(AttributeError):
+            sp.name = "changed"
+```
+
+- [ ] **Step 2: 运行测试验证失败**
+
+```bash
+conda activate Video-Tree-TRM & pytest tests/unit/test_strategy.py -v
+```
+
+预期：ImportError — `app.question_gen.strategy` 不存在。
+
+- [ ] **Step 3: 实现 strategy.py**
+
+```python
+# app/question_gen/strategy.py
+"""题型出题策略 — Clean Architecture 的 Strategy 层。
+
+将出题管线从 5 个粗粒度 QuestionFamilySpec 替换为 12 个题型级别的
+TaskTypeStrategy。BaseTaskTypeStrategy 封装现有 family 行为，
+特化策略（如 ActionRecognitionStrategy）自包含。
+
+典型用法::
+
+    strategy = get_strategy("Action Reasoning")
+    level = strategy.sampling_level
+    constraint = strategy.sampling_constraint
+"""
+
+from __future__ import annotations
+
+from dataclasses import dataclass, field
+from typing import TYPE_CHECKING, Any, Protocol, runtime_checkable
+
+from app.question_gen.families import (
+    ENUMERATION_FAMILY,
+    REASONING_FAMILY,
+    RETRIEVAL_FAMILY,
+    SPATIAL_FAMILY,
+    VISUAL_FAMILY,
+    QuestionFamilySpec,
+    SamplingConstraint,
+)
+from app.question_gen.sampler_v2 import _TASK_TYPE_TO_LEVEL
+
+if TYPE_CHECKING:
+    import random
+
+
+# ---------------------------------------------------------------------------
+# SubPattern
+# ---------------------------------------------------------------------------
+
+
+@dataclass(frozen=True)
+class SubPattern:
+    """出题子模式 — 靶向特定失败机制。
+
+    属性:
+        name: 子模式标识名。
+        weight: 选择权重（按比例分配）。
+        sampling_level_override: 覆盖策略默认采样层级（None = 不覆盖）。
+        constraint_override: 覆盖策略默认采样约束（None = 不覆盖）。
+        instruction: 核心出题指令（1-3 句话）。
+        positive_examples: VME 原题 few-shot 示范。
+        negative_examples: 反面示例。
+        distractor_rules: 干扰项构造规则。
+    """
+
+    name: str
+    weight: float
+    sampling_level_override: int | None
+    constraint_override: SamplingConstraint | None
+    instruction: str
+    positive_examples: list[dict] = field(default_factory=list)
+    negative_examples: list[dict] = field(default_factory=list)
+    distractor_rules: str = ""
+
+
+# ---------------------------------------------------------------------------
+# Protocol
+# ---------------------------------------------------------------------------
+
+
+@runtime_checkable
+class TaskTypeStrategy(Protocol):
+    """题型出题策略 — pipeline 的唯一接口。"""
+
+    @property
+    def task_type(self) -> str: ...
+
+    @property
+    def sampling_level(self) -> int: ...
+
+    @property
+    def sampling_constraint(self) -> SamplingConstraint: ...
+
+    @property
+    def prompt_template(self) -> str: ...
+
+    @property
+    def strategy_name(self) -> str: ...
+
+    @property
+    def skill_target(self) -> str: ...
+
+    @property
+    def leak_probe_template(self) -> str: ...
+
+    def select_sub_pattern(self, rng: random.Random) -> SubPattern | None: ...
+
+    def build_prompt_context(
+        self, material: Any, sub_pattern: SubPattern | None
+    ) -> dict: ...
+
+    def extra_gates(self, candidate: Any) -> list: ...
+
+
+# ---------------------------------------------------------------------------
+# BaseTaskTypeStrategy
+# ---------------------------------------------------------------------------
+
+# 消歧绑定表：多归属题型确定性绑定到一个 family
+_TASK_TYPE_TO_FAMILY: dict[str, QuestionFamilySpec] = {
+    "Action Recognition": VISUAL_FAMILY,  # Plan A 临时绑定；Plan B 替换为特化策略
+    "Object Recognition": RETRIEVAL_FAMILY,
+    "Object Reasoning": REASONING_FAMILY,
+    "Action Reasoning": REASONING_FAMILY,
+    "Attribute Perception": VISUAL_FAMILY,
+    "OCR Problems": VISUAL_FAMILY,
+    "Counting Problem": ENUMERATION_FAMILY,
+    "Information Synopsis": REASONING_FAMILY,
+    "Temporal Reasoning": ENUMERATION_FAMILY,
+    "Temporal Perception": ENUMERATION_FAMILY,
+    "Spatial Reasoning": SPATIAL_FAMILY,
+    "Spatial Perception": SPATIAL_FAMILY,
+}
+
+
+class BaseTaskTypeStrategy:
+    """封装现有 QuestionFamilySpec 行为的默认策略。
+
+    所有属性委托给绑定的 family，确保未特化题型的行为不变。
+
+    参数:
+        task_type: 题型名。
+        family: 绑定的 QuestionFamilySpec。
+    """
+
+    def __init__(self, task_type: str, family: QuestionFamilySpec) -> None:
+        self._task_type = task_type
+        self._family = family
+
+    @property
+    def task_type(self) -> str:
+        return self._task_type
+
+    @property
+    def sampling_level(self) -> int:
+        return _TASK_TYPE_TO_LEVEL[self._task_type]
+
+    @property
+    def sampling_constraint(self) -> SamplingConstraint:
+        return self._family.sampling
+
+    @property
+    def prompt_template(self) -> str:
+        return self._family.prompt_template
+
+    @property
+    def strategy_name(self) -> str:
+        return self._family.name
+
+    @property
+    def skill_target(self) -> str:
+        return self._family.skill_target
+
+    @property
+    def leak_probe_template(self) -> str:
+        return self._family.leak_profile.probe_template
+
+    def select_sub_pattern(self, rng: random.Random) -> SubPattern | None:
+        """BaseTaskTypeStrategy 无子模式。"""
+        return None
+
+    def build_prompt_context(
+        self, material: Any, sub_pattern: SubPattern | None
+    ) -> dict:
+        """返回基础 prompt 上下文（family_name + prompt_template）。"""
+        return {
+            "family_name": self._family.name,
+            "prompt_template": self._family.prompt_template,
+        }
+
+    def extra_gates(self, candidate: Any) -> list:
+        """BaseTaskTypeStrategy 无额外 gate。"""
+        return []
+
+
+# ---------------------------------------------------------------------------
+# 注册表
+# ---------------------------------------------------------------------------
+
+_STRATEGY_REGISTRY: dict[str, TaskTypeStrategy] = {}
+
+
+def register_strategy(strategy: TaskTypeStrategy) -> None:
+    """注册一个题型策略。同一 task_type 重复注册会覆盖。
+
+    参数:
+        strategy: 实现 TaskTypeStrategy 接口的策略实例。
+    """
+    _STRATEGY_REGISTRY[strategy.task_type] = strategy
+
+
+def get_strategy(task_type: str) -> TaskTypeStrategy:
+    """获取题型策略。未注册的自动创建 BaseTaskTypeStrategy。
+
+    参数:
+        task_type: 题型名。
+
+    返回:
+        TaskTypeStrategy 实例。
+
+    异常:
+        KeyError: task_type 不在消歧绑定表和注册表中。
+    """
+    if task_type in _STRATEGY_REGISTRY:
+        return _STRATEGY_REGISTRY[task_type]
+    return _build_default_strategy(task_type)
+
+
+def _build_default_strategy(task_type: str) -> BaseTaskTypeStrategy:
+    """根据消歧绑定表自动构造 BaseTaskTypeStrategy。
+
+    参数:
+        task_type: 题型名。
+
+    返回:
+        BaseTaskTypeStrategy 实例。
+
+    异常:
+        KeyError: task_type 不在消歧绑定表中。
+    """
+    family = _TASK_TYPE_TO_FAMILY[task_type]
+    return BaseTaskTypeStrategy(task_type=task_type, family=family)
+```
+
+- [ ] **Step 4: 运行测试验证通过**
+
+```bash
+conda activate Video-Tree-TRM & pytest tests/unit/test_strategy.py -v
+```
+
+预期：全部 PASS
+
+- [ ] **Step 5: 提交**
+
+```bash
+git add app/question_gen/strategy.py tests/unit/test_strategy.py
+git commit -m "feat(question_gen): add TaskTypeStrategy Protocol and BaseTaskTypeStrategy"
+```
+
+---
+
+### Task 2: sampler_v2.py 签名适配
+
+**Files:**
+- Modify: `app/question_gen/sampler_v2.py:495-530`
+- Test: `tests/unit/test_sampler_v2.py`（现有测试应继续通过）
+
+- [ ] **Step 1: 修改 sample_material_v2 签名**
+
+将 `family_spec: QuestionFamilySpec` 参数替换为 `level: int` + `constraint: SamplingConstraint`：
+
+在 `app/question_gen/sampler_v2.py` 中，修改 `sample_material_v2` 函数签名和内部使用：
+
+```python
+def sample_material_v2(
+    tree: TreeIndex,
+    task_type: str,
+    used_node_ids: set[str],
+    rng: random.Random,
+    *,
+    level: int,
+    constraint: SamplingConstraint,
+    max_attempts: int = 10,
+) -> MaterialContext:
+```
+
+函数体内将 `level = _TASK_TYPE_TO_LEVEL[task_type]` 和 `constraint = family_spec.sampling` 两行删除（改为直接使用参数）。
+
+- [ ] **Step 2: 修改 pipeline_v2.py 中的调用点**
+
+在 `_process_one_slot` 中（约 371 行），将：
+
+```python
+material = sample_material_v2(
+    tree=current_tree,
+    family_spec=slot.family,
+    task_type=slot.task_type,
+    used_node_ids=used_node_ids,
+    rng=rng,
+)
+```
+
+改为：
+
+```python
+material = sample_material_v2(
+    tree=current_tree,
+    task_type=slot.task_type,
+    used_node_ids=used_node_ids,
+    rng=rng,
+    level=strategy.sampling_level,
+    constraint=strategy.sampling_constraint,
+)
+```
+
+（`strategy` 变量在 Task 4 中引入，此处先改签名。）
+
+- [ ] **Step 3: 运行 sampler 测试**
+
+```bash
+conda activate Video-Tree-TRM & pytest tests/unit/test_sampler_v2.py -v
+```
+
+预期：需要更新测试中的调用签名。修复后全部 PASS。
+
+- [ ] **Step 4: 提交**
+
+```bash
+git add app/question_gen/sampler_v2.py tests/unit/test_sampler_v2.py
+git commit -m "refactor(sampler): replace family_spec param with level+constraint"
+```
+
+---
+
+### Task 3: generator_v2.py + gates.py + run_store.py 签名适配
+
+**Files:**
+- Modify: `app/question_gen/generator_v2.py:88-104, 112-194, 351-420`
+- Modify: `app/question_gen/gates.py:399-431, 439-494`
+- Modify: `app/question_gen/run_store.py:110-128, 242-290`
+
+- [ ] **Step 1: generator_v2.py — _load_prompt_template 改为接收文件名**
+
+```python
+def _load_prompt_template(template_name: str) -> str:
+    path = _PROMPTS_DIR / template_name
+    if not path.exists():
+        msg = f"Prompt 模板文件不存在: {path}"
+        raise FileNotFoundError(msg)
+    return path.read_text(encoding="utf-8")
+```
+
+- [ ] **Step 2: generator_v2.py — _build_v2_prompt 改为接收离散参数**
+
+```python
+def _build_v2_prompt(
+    prompt_template: str,
+    strategy_name: str,
+    material: MaterialContext,
+    task_type: str,
+    seq: int,
+    *,
+    reject_reason: str | None = None,
+    sub_pattern_instruction: str | None = None,
+) -> tuple[list[dict[str, str]], list[str]]:
+```
+
+函数体内：
+- `template_content = _load_prompt_template(family_spec)` → `template_content = _load_prompt_template(prompt_template)`
+- `family_spec.name` → `strategy_name`
+- 在 `reject_reason` 注入之后、输出格式之前，如果 `sub_pattern_instruction` 非 None，追加：
+
+```python
+if sub_pattern_instruction is not None:
+    user_parts.append(f"\n## Special Focus:\n{sub_pattern_instruction}")
+```
+
+- [ ] **Step 3: generator_v2.py — generate_one_v2 签名适配**
+
+```python
+async def generate_one_v2(
+    vlm: VLMProvider,
+    tree: TreeIndex,
+    material: MaterialContext,
+    task_type: str,
+    seq: int,
+    *,
+    video_id: str,
+    prompt_template: str,
+    strategy_name: str,
+    skill_target: str,
+    reject_reason: str | None = None,
+    sub_pattern_instruction: str | None = None,
+    session_id: str,
+) -> CandidateQuestion:
+```
+
+函数体内：
+- `_build_v2_prompt(family_spec=family_spec, ...)` → `_build_v2_prompt(prompt_template=prompt_template, strategy_name=strategy_name, ..., sub_pattern_instruction=sub_pattern_instruction)`
+- `family_spec.name` → `strategy_name`
+- `family_spec.skill_target` → `skill_target`
+
+- [ ] **Step 4: gates.py — _gate_leak_test 和 run_gates 签名适配**
+
+`_gate_leak_test`：
+
+```python
+async def _gate_leak_test(
+    candidate: CandidateQuestion,
+    leak_probe_template: str,
+    llm: LLMProvider,
+    *,
+    session_id: str,
+) -> GateResult:
+```
+
+函数体内：`probe_template_name = family_spec.leak_profile.probe_template` → `probe_template_name = leak_probe_template`
+
+`run_gates`：
+
+```python
+async def run_gates(
+    candidate: CandidateQuestion,
+    tree: TreeIndex,
+    llm: LLMProvider,
+    leak_probe_template: str,
+    postprocess: PostprocessResult,
+    *,
+    vlm: VLMProvider | None = None,
+    session_id: str,
+) -> GateReport:
+```
+
+函数体内：`_gate_leak_test(candidate, family_spec, llm, ...)` → `_gate_leak_test(candidate, leak_probe_template, llm, ...)`
+
+- [ ] **Step 5: run_store.py — DDL 加 sub_pattern 列 + record_item 加参数**
+
+DDL `_DDL_ITEMS` 在 `difficulty_steps` 行后加：
+
+```sql
+    sub_pattern     TEXT,
+```
+
+`record_item` 新增参数 `sub_pattern: str | None = None`，INSERT 语句加入该列。
+
+同时在 `_init_schema` 方法中加幂等迁移（兼容已有数据库）：
+
+```python
+# 幂等迁移：为已有表加 sub_pattern 列
+cols = {r[1] for r in self._conn.execute("PRAGMA table_info(question_gen_items)")}
+if "sub_pattern" not in cols:
+    self._conn.execute("ALTER TABLE question_gen_items ADD COLUMN sub_pattern TEXT")
+```
+
+- [ ] **Step 6: 运行全部出题管线测试**
+
+```bash
+conda activate Video-Tree-TRM & pytest tests/unit/test_generate_questions.py tests/unit/test_gates.py tests/unit/test_run_store.py tests/unit/test_sampler_v2.py tests/unit/test_families.py tests/integration/test_pipeline_v2.py tests/integration/test_cli_generate_v2.py -v --tb=short
+```
+
+预期：需更新测试中的调用签名。修复后全部 PASS。
+
+- [ ] **Step 7: 提交**
+
+```bash
+git add app/question_gen/generator_v2.py app/question_gen/gates.py app/question_gen/run_store.py
+git commit -m "refactor(question_gen): adapt generator/gates/store signatures for strategy"
+```
+
+---
+
+### Task 4: pipeline_v2.py 集成 — 用 strategy 替换 family
+
+**Files:**
+- Modify: `app/question_gen/pipeline_v2.py:37, 57-73, 170-211, 300-530`
+
+- [ ] **Step 1: SlotAssignment 移除 family 字段，改为 strategy_name**
+
+```python
+@dataclass(frozen=True)
+class SlotAssignment:
+    slot_id: str
+    video_id: str
+    task_type: str
+    seq: int
+```
+
+- [ ] **Step 2: _assign_slots 移除 family 选择逻辑**
+
+```python
+def _assign_slots(
+    video_ids: list[str],
+    task_types: list[str],
+    per_type: int,
+) -> list[SlotAssignment]:
+    slots: list[SlotAssignment] = []
+    global_seq = 0
+    for task_type in task_types:
+        for i in range(per_type):
+            video_id = video_ids[i % len(video_ids)]
+            global_seq += 1
+            slot_id = f"{task_type}_{global_seq:04d}"
+            slots.append(SlotAssignment(
+                slot_id=slot_id,
+                video_id=video_id,
+                task_type=task_type,
+                seq=global_seq,
+            ))
+    return slots
+```
+
+不再调用 `get_family_for_slot`，不再需要 `family_ratios` 和 `rng` 参数。
+
+- [ ] **Step 3: _process_one_slot 通过 strategy 获取参数**
+
+在函数开头加：
+
+```python
+from app.question_gen.strategy import get_strategy
+strategy = get_strategy(slot.task_type)
+sub_pattern = strategy.select_sub_pattern(rng)
+```
+
+替换所有 `slot.family` 引用：
+- `slot.family.name` → `strategy.strategy_name`
+- `slot.family.skill_target` → `strategy.skill_target`
+- `sample_material_v2(...)` → 采样参数带空值判护：
+  ```python
+  level = sub_pattern.sampling_level_override if sub_pattern and sub_pattern.sampling_level_override is not None else strategy.sampling_level
+  constraint = sub_pattern.constraint_override if sub_pattern and sub_pattern.constraint_override is not None else strategy.sampling_constraint
+  sample_material_v2(..., level=level, constraint=constraint, ...)
+  ```
+- `generate_one_v2(...)` → `generate_one_v2(..., prompt_template=strategy.prompt_template, strategy_name=strategy.strategy_name, skill_target=strategy.skill_target, sub_pattern_instruction=sub_pattern.instruction if sub_pattern else None, ...)`
+- `run_gates(...)` → `run_gates(..., leak_probe_template=strategy.leak_probe_template, ...)`
+- `store.record_item(...)` → `store.record_item(..., family=strategy.strategy_name, skill_target=strategy.skill_target, sub_pattern=sub_pattern.name if sub_pattern else None, ...)`
+- gate 后追加 extra_gates 调用：
+  ```python
+  extra_results = strategy.extra_gates(candidate)
+  if any(r.verdict == GateVerdict.FAIL for r in extra_results):
+      prev_reason = "; ".join(r.reason for r in extra_results if r.verdict == GateVerdict.FAIL)
+      continue
+  ```
+
+- [ ] **Step 4: run_pipeline_v2 移除 family_ratios 依赖**
+
+`_assign_slots` 调用处移除 `config.family_ratios` 和 `rng` 参数。
+
+- [ ] **Step 5: 运行集成测试**
+
+```bash
+conda activate Video-Tree-TRM & pytest tests/integration/test_pipeline_v2.py tests/integration/test_cli_generate_v2.py -v --tb=short
+```
+
+预期：需更新测试中的 SlotAssignment/family 引用。修复后全部 PASS。
+
+- [ ] **Step 6: 提交**
+
+```bash
+git add app/question_gen/pipeline_v2.py
+git commit -m "feat(pipeline): replace QuestionFamilySpec with TaskTypeStrategy"
+```
+
+---
+
+### Task 5: 全量回归测试 + lint
+
+- [ ] **Step 1: Ruff**
+
+```bash
+conda activate Video-Tree-TRM & ruff format app/question_gen/ tests/ && ruff check app/question_gen/ --fix
+```
+
+- [ ] **Step 2: 全量测试**
+
+```bash
+conda activate Video-Tree-TRM & pytest tests/unit/ tests/integration/ -v --tb=short
+```
+
+预期：1160+ 全部 PASS
+
+- [ ] **Step 3: 提交**
+
+```bash
+git add -A && git commit -m "chore: lint and format strategy framework changes"
+```
+
+---
+
+## 核心算法保真校验
+
+本计划不涉及核心算法迁移。修改仅限于出题管线的接口签名替换：
+- sampler/generator/gates/store 的函数签名从 `family_spec` 改为离散参数
+- pipeline 的 slot 分配从 family 随机选择改为 strategy 确定性查找
+- 所有核心出题逻辑（重出循环、后处理、四门 gate 内部、去重、heavy_check）不变
+
+保真校验不适用。
@@ -0,0 +1,9 @@
+---
+type: plan
+node_id: plan:action-recognition-training
+title: "Action Recognition 单题型首次训练实验计划"
+date: 2026-07-14
+---
+
+# Action Recognition 单题型首次训练实验计划
+
@@ -0,0 +1,9 @@
+---
+type: plan
+node_id: plan:per-category-pool-strategy
+title: "Per-Category Pool Strategy 实现计划"
+date: 2026-07-13
+---
+
+# Per-Category Pool Strategy 实现计划
+
@@ -0,0 +1,9 @@
+---
+type: plan
+node_id: plan:task-type-strategy-framework
+title: "TaskTypeStrategy 框架实现计划 (Plan A)"
+date: 2026-07-14
+---
+
+# TaskTypeStrategy 框架实现计划 (Plan A)
+