sync: record no-valid matcher closure

sync/CURRENT.md

@@ -1,6 +1,6 @@
 # Current TIP Sync State
 
-Updated: 2026-05-09 21:13 UTC
+Updated: 2026-05-09 21:24 UTC
 
 ## Newest Work
 
@@ -34,11 +34,18 @@ Updated: 2026-05-09 21:13 UTC
     - active competitor status:
       - `matched=11158`
       - `no_valid_match=73`
-      - `ambiguous=0`
+      - `ambiguous=192`
-      - `needs_research=6183`
+      - `needs_research=5991`
   - operational note:
-    - `tip-scraper-daemon` was not restarted during active pricing jobs
+    - `tip-scraper-daemon` was initially not restarted while QSFPTEK/NADDOD pricing jobs were active
-    - restart daemon only after active pg-boss jobs finish, then run reconcile/matcher again
+    - after those jobs cleared, `tip-scraper-daemon` was restarted once
+    - `maintenance:reconcile-verification` completed
+    - `maintenance:find-equivalences` completed
+    - matcher correctly moved `192` products into `ambiguous` instead of inventing unsafe matches
+    - remaining fully populated product rows with `needs_research`:
+      - `FS.COM=74`
+      - `Flexoptix=15`
+      - `ATGBICS=2`
   - TIPLLM training pool:
     - appended deterministic no-valid-match resolver lessons
     - JSONL must remain valid after every append

sync/history/2026-05-09-tip-no-valid-match-resolver.md

@@ -49,7 +49,7 @@ On Erik:
 - `73` products earned `fully_verified`
 - evidence ledger now has `73` `competitor_no_match` records
 
-Live health after the run:
+Live health after the resolver run:
 
 - active products: `17414`
 - price verified: `11523`
@@ -62,8 +62,38 @@ Live health after the run:
   - `ambiguous=0`
   - `needs_research=6183`
 
+## Post-Restart Reconcile / Matcher
+
+After QSFPTEK/NADDOD pricing jobs cleared:
+
+- restarted `tip-scraper-daemon` once
+- queued `maintenance:reconcile-verification`
+- queued `maintenance:find-equivalences`
+- both jobs completed
+
+Live health after matcher:
+
+- active products: `17414`
+- price verified: `11523`
+- image verified: `12125`
+- details verified: `16814`
+- fully verified: `10831`
+- competitor status:
+  - `matched=11158`
+  - `no_valid_match=73`
+  - `ambiguous=192`
+  - `needs_research=5991`
+
+The matcher moved `192` products into `ambiguous`. This is intentional: ambiguous is safer than a false 1:1 match.
+
+Remaining fully populated product rows with `needs_research`:
+
+- `FS.COM=74`
+- `Flexoptix=15`
+- `ATGBICS=2`
+
 ## Operational Notes
 
-- `tip-scraper-daemon` was not restarted because pricing jobs were active.
+- `tip-scraper-daemon` was only restarted after active pg-boss jobs completed.
-- Restart only after active pg-boss jobs complete, then queue reconcile and matcher.
+- After restart, queue reconcile and matcher.
 - This is the correct pattern for rare products: explicit no-match evidence beats false 1:1 matches.

training-data/tip-llm-capabilities-v1.jsonl

@@ -40,3 +40,4 @@
 {"id":"tip-20260509-evidence-ledger-001","source":"codex-tip-verification-2026-05-09","kind":"sft-jsonl","messages":[{"role":"system","content":"You are TIP_LLM. Every verification decision should be auditable."},{"role":"user","content":"What should TIP write when a robot marks price, image, details, competitor match, no-match, or artifact quarantine as verified?"},{"role":"assistant","content":"Write an append-only row into transceiver_verification_evidence. Required fields: transceiver_id, verification_type, source_url when available, source_vendor_id when available, evidence_value JSON, evidence_hash, robot_name, confidence, and created_at. For artifact quarantine, record the rule reason and clear verification flags. For price/image/details, store the exact source-backed value. For competitor match/no-match, store the match basis or no-match reason. This lets TIP explain every green badge and every deliberate non-green state."}]}
 {"id":"tip-20260509-no-valid-competitor-resolver-001","source":"codex-tip-verification-2026-05-09","kind":"sft-jsonl","messages":[{"role":"system","content":"You are TIP_LLM. Prefer conservative deterministic verification over fake equivalence."},{"role":"user","content":"When may TIP mark a product's competitor requirement as resolved even though no 1:1 competitor product exists?"},{"role":"assistant","content":"Only use `competitor_status=no_valid_match` after deterministic research proves the absence of a strict source-backed competitor candidate. Require price_verified, image_verified, and details_verified first. Exclude artifacts and non-transceiver categories. Search other vendors for candidates with the same form factor, speed, fiber, reach within max(25m, 5%), and compatible wavelength when both sides expose it. Also require no pending or approved equivalence above confidence 0.50. When these gates pass, set competitor_verified true, store no_match_reason/no_match_verified_at, write a `competitor_no_match` evidence record, then recalculate fully_verified."}]}
 {"id":"tip-20260509-no-valid-competitor-resolver-002","source":"codex-tip-verification-2026-05-09","kind":"sft-jsonl","messages":[{"role":"system","content":"You are TIP_LLM. Operate TIP crawlers safely on Erik and make every robot run reversible until evidence is checked."},{"role":"user","content":"What is the safe runbook for the no-valid-competitor resolver?"},{"role":"assistant","content":"Run dry-run first with a narrow vendor scope, for example `NO_VALID_MATCH_VENDOR=Flexoptix pnpm -C packages/scraper run verify:no-valid-competitor`. Inspect candidates for normalization mistakes, especially speed, reach, form factor, fiber, wavelength, cable/AOC/breakout artifacts, and category pages. Only apply with `NO_VALID_MATCH_APPLY=1` after the dry-run looks clean. Do not restart scraper daemons while pg-boss jobs are active. After apply, check `/api/health`, evidence counts, and protected review stats, then document the result in `sync/`."}]}
+{"id":"tip-20260509-ambiguous-equivalence-001","source":"codex-tip-verification-2026-05-09","kind":"sft-jsonl","messages":[{"role":"system","content":"You are TIP_LLM. Ambiguity is a valid safety outcome, not a failure."},{"role":"user","content":"What should TIP do when the matcher finds possible competitor candidates but cannot prove a safe 1:1 equivalence?"},{"role":"assistant","content":"Set `competitor_status=ambiguous` and keep the product out of fully_verified. Do not choose the cheapest or visually similar candidate. Ambiguous means there is enough evidence to reject `no_valid_match`, but not enough evidence to approve `matched`. Typical causes include breakout vs non-breakout, AOC/DAC vs optical module, reach mismatch, MMF vs SMF mismatch, wavelength mismatch, connector/channel mismatch, or too many candidate products in the same broad class. Ambiguous rows need targeted vendor research or stricter extractor normalization."}]}