通过对抗式辩论压力测试预测分歧

# 07_adversarial_debate.py


```py
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# %% [markdown]
# # Bull vs Bear Debate
#
# **Docker image**: `ml4t`
#
# A panel that disagrees is more useful than a panel that agrees, and averaging it throws the
# disagreement away. **Adversarial debate** is one way to spend it instead: assign one model
# the strongest case for yes and another the strongest case for no, show each the other's
# argument, and watch what happens to the distance between them over a few rounds.
#
# The distance is the whole output. If it closes, each side had evidence the other had not
# weighed and the debate produced something the average could not. If it stays open, both sides
# read the same evidence and reached opposite conclusions, and the midpoint reports how wide
# the disagreement is rather than a sharper forecast. Those two cases look identical in a single
# blended number, which is why this notebook draws the trajectory before it computes one.
#
# **Learning Objectives**:
# - Run a multi-round debate in which each side argues against the other's previous position
# - Stop the debate when the two sides come within a stated distance of each other, rather than
#   after a fixed number of rounds
# - Read the gap trajectory to tell a debate that moved something from one that did not
# - Fold a debate midpoint back into an aggregate under a stated weight, and say what that
#   weight is a claim about
# - Decide whether a debate was worth running, from the panel's disagreement and the gap, not
#   from the movement of a blend that moves by construction
#
# **Book Reference**: Chapter 24, Section 24.7 (Multi-Agent Forecasting Systems -
# Debate Pattern)
#
# **Prerequisites**: [`04_research_agent`](04_research_agent.ipynb) (the agent),
# [`05_aggregation_math`](05_aggregation_math.ipynb) (aggregation),
# [`06_multi_agent_research`](06_multi_agent_research.ipynb) (running a panel).
#
# **The question, and why it is not the one used in 06.** This notebook forecasts
# `CHAPTER_CONTESTED_QUESTION`, *"Will the Federal Reserve hike rates in 2026?"*, where credible
# evidence points both ways and the research agents consequently spread out.
# [`06_multi_agent_research`](06_multi_agent_research.ipynb) used `CHAPTER_CLEAR_QUESTION`, where
# the evidence points one way and the agents landed close together. The agents are identical
# across the two notebooks; the question is what differs, and a panel that agrees gives debate
# nothing to work on.
#
# As in 06, the numbers come from one live capture replayed by default, so the table, the
# transcript and the figure are the same on every machine; the setup cell reports which
# provider made it and when. `RUN_LIVE = True` with `ANTHROPIC_API_KEY` and `TAVILY_API_KEY`
# debates a current question instead and will not reproduce these values.

# %%
"""Bull vs Bear Debate - adversarial stress-testing of forecasts."""

from datetime import date, datetime

import matplotlib.pyplot as plt
import matplotlib.ticker as mtick
import polars as pl
from agent_fixtures import get_chapter_contested_question
from agent_observability import (
    TRACES_DIR,
    RunTrace,
    merge_calls,
    replay_llm_calls,
    show_agents,
    show_debate_transcript,
    trace_llm,
)
from agent_pipeline import neyman_extremize
from agent_providers import ChatMessage, TokenUsage, create_llm_client
from agent_research import ResearchAgent, format_agent_summary, parse_json
from agent_schemas import AgentForecastArtifact, DebateArtifact, DebateRound
from agent_tools import create_search_client

from utils.style import COLORS, add_message_title, label_line_ends, show_with_alt

# %% [markdown]
# ## Settings
#
# `RUN_LIVE` left at `False` replays the pinned capture named below and makes no API calls.
#
# `DEBATE_ROUNDS` caps the argument. Three is enough for each side to state a case, answer the
# other, and revise; past that the same points tend to be restated at increasing cost.
#
# `CONSENSUS_THRESHOLD` is how close the two sides have to come before the debate stops early.
# Five percentage points is inside the resolution anyone should claim for a probability from
# this kind of evidence, so continuing past it argues about noise.
#
# `DEBATE_WEIGHT` is how much of the final forecast comes from the debate midpoint rather than
# the research agents' aggregate. It is low because the aggregate rests on three independent
# evidence-gathering runs while the midpoint rests on two prompts arguing from summaries of
# them. Nothing fits this value; it is a stated convention.
#
# `MIN_PANEL_DISAGREEMENT` is the spread below which the panel has effectively agreed and there
# is nothing to debate. `MIN_GAP_CLOSURE` is how far the bull-bear gap has to close before the
# debate counts as having moved anything.
#
# `NEYMAN_CORRELATION` is the pairwise correlation assumed when the research panel is
# aggregated, as in [`05_aggregation_math`](05_aggregation_math.ipynb).
#
# `LLM_PROVIDER` is empty so the factory picks the first provider whose key is set, and
# `"mock"` is a smoke test rather than a reproduction.

# %% tags=["parameters"]
RUN_LIVE = False
PINNED_TRACE = "07_adversarial_debate_20260609T141631Z_cf1ad76cf379.json"
LLM_PROVIDER = ""
N_AGENTS = 3
MAX_STEPS = 5
DEBATE_ROUNDS = 3
CONSENSUS_THRESHOLD = 0.05
DEBATE_WEIGHT = 0.3
MIN_PANEL_DISAGREEMENT = 0.05
MIN_GAP_CLOSURE = 0.05
NEYMAN_CORRELATION = 0.3

# %% [markdown]
# ## Debate Prompts: Bull
#
# The bull argues for a higher probability of YES. In round 1, `{bear_section}`
# is empty and the bull argues without seeing the bear's position. In
# subsequent rounds, the placeholder carries the bear's previous argument
# and the bull must directly address it.

# %%
BULL_PROMPT_TEMPLATE = """\
You are the BULL debater in a structured forecasting debate.

Your role is to argue for a HIGHER probability of YES for the question below.
You must present the strongest possible case for YES, backed by evidence.

QUESTION:
{question}

AGENT SUMMARIES:
{agent_summaries}

CURRENT AGGREGATE PROBABILITY: {aggregate_p_yes}

{bear_section}

Output JSON only:
{{"argument": "Your strongest case for a higher probability of YES", "p_yes": 0.XX, "key_evidence": ["evidence point 1", "evidence point 2", "evidence point 3"]}}"""


# %% [markdown]
# ## Debate Prompts: Bear
#
# The bear argues for a lower probability of YES. The bull's argument and
# probability are inserted into the template every round, so the bear is
# always responding to the most recent bull position.

# %%
BEAR_PROMPT_TEMPLATE = """\
You are the BEAR debater in a structured forecasting debate.

Your role is to argue for a LOWER probability of YES for the question below.
You must present the strongest possible case for NO (or lower probability), backed by evidence.

QUESTION:
{question}

AGENT SUMMARIES:
{agent_summaries}

CURRENT AGGREGATE PROBABILITY: {aggregate_p_yes}

BULL'S ARGUMENT:
{bull_argument}
Bull's probability: {bull_probability}

You must directly address the Bull's points and explain why the probability should be lower.

Output JSON only:
{{"argument": "Your strongest case for a lower probability of YES", "p_yes": 0.XX, "key_evidence": ["evidence point 1", "evidence point 2", "evidence point 3"]}}"""

# %% [markdown]
# ## One bull turn
#
# The bull sees the common evidence and, after round one, the bear's previous
# position. This helper returns the parsed argument, probability, evidence,
# and token count.


# %%
def _run_bull_turn(
    llm,
    question: str,
    agent_summaries: str,
    aggregate_p_yes: float,
    prev_bear_argument: str | None,
    prev_bear_probability: float | None,
) -> tuple[str, float, list[str], TokenUsage]:
    """Run and parse one bull turn."""
    bear_section = ""
    if prev_bear_argument is not None:
        bear_section = (
            f"BEAR'S PREVIOUS ARGUMENT:\n{prev_bear_argument}\n"
            f"Bear's probability: {prev_bear_probability:.4f}\n\n"
            "You must directly address the Bear's points and explain "
            "why the probability should be higher."
        )

    bull_prompt = BULL_PROMPT_TEMPLATE.format(
        question=question,
        agent_summaries=agent_summaries,
        aggregate_p_yes=f"{aggregate_p_yes:.4f}",
        bear_section=bear_section,
    )
    bull_raw, bull_tokens = llm.complete_with_usage(
        [ChatMessage(role="user", content=bull_prompt)], json_mode=True
    )
    bull_parsed = parse_json(bull_raw)
    return (
        bull_parsed.get("argument", ""),
        float(bull_parsed.get("p_yes", aggregate_p_yes)),
        [str(e) for e in bull_parsed.get("key_evidence", [])],
        bull_tokens,
    )


# %% [markdown]
# ## One bear turn
#
# The bear always receives the current bull argument. Keeping the two model
# calls separate makes the evidence flow and token accounting explicit.


# %%
def _run_bear_turn(
    llm,
    question: str,
    agent_summaries: str,
    aggregate_p_yes: float,
    bull_argument: str,
    bull_probability: float,
) -> tuple[str, float, list[str], TokenUsage]:
    """Run and parse one bear turn."""

    bear_prompt = BEAR_PROMPT_TEMPLATE.format(
        question=question,
        agent_summaries=agent_summaries,
        aggregate_p_yes=f"{aggregate_p_yes:.4f}",
        bull_argument=bull_argument,
        bull_probability=f"{bull_probability:.4f}",
    )
    bear_raw, bear_tokens = llm.complete_with_usage(
        [ChatMessage(role="user", content=bear_prompt)], json_mode=True
    )
    bear_parsed = parse_json(bear_raw)
    return (
        bear_parsed.get("argument", ""),
        float(bear_parsed.get("p_yes", aggregate_p_yes)),
        [str(e) for e in bear_parsed.get("key_evidence", [])],
        bear_tokens,
    )


# %% [markdown]
# ## Single-round driver
#
# One round runs bull then bear and checks whether their probabilities fall
# within the declared consensus threshold.


# %%
def _run_debate_round(
    llm,
    round_num: int,
    question: str,
    agent_summaries: str,
    aggregate_p_yes: float,
    previous_bear: tuple[str, float] | None,
    consensus_threshold: float,
) -> tuple[DebateRound, TokenUsage]:
    """Run one bull-to-bear round."""
    prev_argument, prev_probability = previous_bear or (None, None)
    bull_argument, bull_p, bull_evidence, bull_tokens = _run_bull_turn(
        llm,
        question,
        agent_summaries,
        aggregate_p_yes,
        prev_argument,
        prev_probability,
    )
    bear_argument, bear_p, bear_evidence, bear_tokens = _run_bear_turn(
        llm, question, agent_summaries, aggregate_p_yes, bull_argument, bull_p
    )

    debate_round = DebateRound(
        round_number=round_num,
        bull_argument=bull_argument,
        bull_probability=bull_p,
        bear_argument=bear_argument,
        bear_probability=bear_p,
        consensus_reached=abs(bull_p - bear_p) < consensus_threshold,
        bull_key_evidence=bull_evidence,
        bear_key_evidence=bear_evidence,
    )
    return debate_round, bull_tokens + bear_tokens


# %% [markdown]
# ## Multi-round driver
#
# The driver carries the latest bear position into the next bull prompt and
# stops once the declared consensus rule fires.


# %%
def _conduct_debate(
    llm,
    question: str,
    agent_summaries: str,
    aggregate_p_yes: float,
    max_rounds: int,
    consensus_threshold: float,
) -> tuple[DebateArtifact, TokenUsage]:
    rounds: list[DebateRound] = []
    tokens = TokenUsage()
    previous_bear: tuple[str, float] | None = None
    for round_num in range(1, max_rounds + 1):
        round_result, round_tokens = _run_debate_round(
            llm,
            round_num,
            question,
            agent_summaries,
            aggregate_p_yes,
            previous_bear,
            consensus_threshold,
        )
        rounds.append(round_result)
        tokens = tokens + round_tokens
        if round_result.consensus_reached:
            break
        previous_bear = (round_result.bear_argument, round_result.bear_probability)
    last = rounds[-1]
    return (
        DebateArtifact(
            rounds=rounds,
            bull_final_probability=last.bull_probability,
            bear_final_probability=last.bear_probability,
            consensus_reached=last.consensus_reached,
            early_termination=last.consensus_reached and len(rounds) < max_rounds,
            token_usage=tokens,
        ),
        tokens,
    )


# %% [markdown]
# ## The DebateAgent Class
#
# Multi-round bull/bear debate. The class owns the LLM, the round budget,
# and the consensus threshold; `run()` walks the rounds via the driver
# above and assembles a `DebateArtifact` with the full transcript.


# %%
class DebateAgent:
    """Structured adversarial debate between bull and bear positions."""

    def __init__(
        self,
        llm,
        max_rounds: int = 3,
        consensus_threshold: float = 0.05,
    ) -> None:
        self.llm = llm
        self.max_rounds = max_rounds
        self.consensus_threshold = consensus_threshold
        self.token_usage = TokenUsage()

    def run(
        self,
        question: str,
        agent_summaries: str,
        aggregate_p_yes: float,
    ) -> DebateArtifact:
        """Run the debate. Returns a DebateArtifact with full transcript."""
        artifact, self.token_usage = _conduct_debate(
            self.llm,
            question,
            agent_summaries,
            aggregate_p_yes,
            self.max_rounds,
            self.consensus_threshold,
        )
        return artifact


# %% [markdown]
# ## Setup: Run Research Agents
#
# The research agents from
# [`06_multi_agent_research`](06_multi_agent_research.ipynb) run first, to establish the
# baseline estimates the debate stress-tests. This time they run on the pinned contested
# question, where they are expected to disagree.

# %%
artifacts: list[AgentForecastArtifact] = []

if RUN_LIVE:
    llm = create_llm_client(LLM_PROVIDER)
    search = create_search_client(LLM_PROVIDER)
    question = get_chapter_contested_question()
    provider_name = llm.model_name
    captured_on = date.today().isoformat()

    # Run N agents, each under its own tracer, so that every prompt sent and every raw
    # response is captured and attributed to the agent that made it.
    agent_tracers = []
    for i in range(N_AGENTS):
        tracer = trace_llm(llm, label=f"agent_{i}")
        agent = ResearchAgent(llm=tracer, search=search, agent_id=f"agent_{i}", max_steps=MAX_STEPS)
        artifacts.append(agent.run(question, market_price=question.current_market_price))
        agent_tracers.append(tracer)
else:
    # Replay: reload the pinned trace and rehydrate the agent panel and debate.
    pinned_run = RunTrace.load(TRACES_DIR / PINNED_TRACE)
    question = pinned_run.question_obj()
    provider_name = pinned_run.provider
    artifacts = pinned_run.agent_artifacts()
    captured_on = datetime.fromisoformat(pinned_run.created_at).date().isoformat()

artifacts.sort(key=lambda a: a.agent_id)
answered = [a for a in artifacts if a.forecast_produced]
if not answered:
    raise RuntimeError("no research agent produced a forecast; there is nothing to debate")
panel_probabilities = [a.p_yes for a in answered]
aggregate = neyman_extremize(panel_probabilities, base=0.5, correlation=NEYMAN_CORRELATION)

mode = "live" if RUN_LIVE else f"replay of a capture recorded {captured_on}"
print(f"Mode:         {mode}")
print(f"Provider:     {provider_name}")
print(f"Question:     {question.question}")
print(f"Market p_yes: {question.current_market_price:.1%}\n")
print("Pre-debate agent estimates:")
for a in answered:
    print(f"  {a.agent_id}: p_yes={a.p_yes:.2f}, confidence={a.confidence:.2f}")
print(f"\nAggregate: {aggregate.extremized_probability:.2f}")

# %% [markdown]
# ### Where the agents started
#
# Before any argument, here is each research agent's full captured run: every query, the
# documents it retrieved, and its untruncated rationale, rendered by the same `show_agents`
# helper used in [`06_multi_agent_research`](06_multi_agent_research.ipynb). The agents enter
# this debate already disagreeing, and the timelines say which evidence pulled each one where.

# %%
print(show_agents(artifacts))

# %% [markdown]
# ## Running the Debate
#
# The `DebateAgent` makes real LLM calls for each round. The bull and bear
# prompts include the agent summaries so both sides argue from the same
# evidence base.
#
# Both debaters are anchored on the research panel's aggregate, which the cell below reads off
# the `AggregationResult`. That field is `None` when there was nothing to aggregate, and the
# fallback to the plain mean is meant for exactly that case. Testing it with `or` would also
# fall through on a probability of zero, which is a different thing entirely: `neyman_extremize`
# cannot return one today, because it clamps just inside the unit interval, but that is a
# property of one clamp rather than of the field. Testing against `None` says what is meant
# whatever the clamp does next.

# %%
agg_p = (
    aggregate.extremized_probability
    if aggregate.extremized_probability is not None
    else aggregate.raw_probability
)

if RUN_LIVE:
    agent_summaries = "\n\n---\n\n".join(format_agent_summary(a) for a in artifacts)
    debate_tracer = trace_llm(llm, label="debate")
    debate = DebateAgent(
        llm=debate_tracer,
        max_rounds=DEBATE_ROUNDS,
        consensus_threshold=CONSENSUS_THRESHOLD,
    )
    result = debate.run(
        question=question.question,
        agent_summaries=agent_summaries,
        aggregate_p_yes=agg_p,
    )
    debate_tokens = debate.token_usage.total_tokens
else:
    # Replay: the saved debate transcript drives every cell below.
    result = pinned_run.debate_obj()
    debate_tokens = result.token_usage.total_tokens

print(f"Debate completed: {len(result.rounds)} rounds")
print(f"Consensus reached: {result.consensus_reached}")
print(f"Bull final: {result.bull_final_probability:.2f}")
print(f"Bear final: {result.bear_final_probability:.2f}")
print(f"Debate tokens: {debate_tokens:,}")

# %% [markdown]
# ## Round-by-Round Analysis

# %%
rounds_df = pl.DataFrame(
    [
        {
            "round": r.round_number,
            "bull": round(r.bull_probability, 3),
            "bear": round(r.bear_probability, 3),
            "gap": round(abs(r.bull_probability - r.bear_probability), 3),
            "consensus": r.consensus_reached,
        }
        for r in result.rounds
    ]
)
rounds_df

# %% [markdown]
# The table gives the shape of the debate and the transcript below gives its substance.
# `show_debate_transcript` prints each round in full: both sides' complete arguments and the
# key evidence they cited, with nothing truncated. The table says whether the gap stayed open;
# only the transcript says what reasoning each side used to hold its ground. It is the debate
# counterpart to the panel's per-agent timelines.

# %%
print(show_debate_transcript(result))

# %% [markdown]
# ## The Gap Across Rounds
#
# One figure answers the question the whole notebook is about: does adversarial pressure close
# the distance between the two sides, or does it leave them where they started? The shaded band
# is the disagreement itself, and the dotted line is the aggregate the research agents reached
# before either debater said anything.

# %%
rounds_x = [r.round_number for r in result.rounds]
bull_probs = [r.bull_probability for r in result.rounds]
bear_probs = [r.bear_probability for r in result.rounds]
midpoints = [(b + r) / 2 for b, r in zip(bull_probs, bear_probs, strict=False)]
gaps = [abs(bull - bear) for bull, bear in zip(bull_probs, bear_probs, strict=True)]
change = gaps[-1] - gaps[0]
direction = "narrows" if change < -0.01 else "widens" if change > 0.01 else "holds"

fig, ax = plt.subplots()
ax.plot(
    rounds_x, bull_probs, "^-", color=COLORS["positive"], markersize=8, label="Bull", linewidth=2
)
ax.plot(
    rounds_x, bear_probs, "v-", color=COLORS["negative"], markersize=8, label="Bear", linewidth=2
)
ax.plot(rounds_x, midpoints, "o--", color=COLORS["neutral"], markersize=5, label="Midpoint")
ax.fill_between(rounds_x, bull_probs, bear_probs, alpha=0.15, color=COLORS["blue_light"])
# The aggregate is a reference line rather than a series, so it is annotated in place; the
# three series are direct-labelled at their right ends, which keeps a legend off the data.
ax.axhline(agg_p, color=COLORS["blue"], linestyle=":")
ax.annotate(
    "Pre-debate aggregate",
    xy=(rounds_x[0], agg_p),
    xytext=(0, -12),
    textcoords="offset points",
    color=COLORS["blue"],
    fontsize=9,
)
ax.set_xlabel("Debate round")
ax.set_ylabel("Probability of yes")
ax.set_xticks(rounds_x)
ax.yaxis.set_major_formatter(mtick.PercentFormatter(1.0))
add_message_title(
    ax,
    "Bull and bear probabilities by debate round",
    subtitle="Shaded band is the disagreement between the two sides",
)
y_min = min(bear_probs + bull_probs + [agg_p])
y_max = max(bear_probs + bull_probs + [agg_p])
pad = max(0.05, (y_max - y_min) * 0.15)
ax.set_ylim(max(0.0, y_min - pad), min(1.0, y_max + pad))
label_line_ends(ax)
show_with_alt(
    fig,
    "Line chart over the debate rounds, one point per round. The bull line runs along the top "
    "and the bear line along the bottom, each direct-labelled at its right end. The shaded "
    f"band between them {direction} from the first round to the last. A dashed midpoint line "
    "sits between the two, above a dotted line marking the pre-debate aggregate.",
)

# %% [markdown]
# A closing gap is the productive case: each side gives ground on the other's strongest point,
# and the final midpoint carries a reconciliation that averaging the research agents could not
# have produced. A gap that stays the same width means nothing was reconciled, whether or not
# both sides moved - they can drift together, which shifts the midpoint while leaving the
# disagreement exactly as wide as it was.
#
# So the midpoint on its own says nothing about how much the two sides disagree. A pair of
# forecasts far apart and a pair close together have the same midpoint whenever they are
# centred on the same point. Disagreement is the gap, which is what the shaded band draws, and
# a midpoint reported without it hides how much of the question is unsettled.

# %% [markdown]
# ## Folding the Debate Back In
#
# The debate produces a midpoint. Turning that into a forecast means deciding how much of it
# to believe relative to the aggregate the research agents produced, and there is no fitted
# answer to that: `DEBATE_WEIGHT` is a stated convention. It is set low because the aggregate
# rests on three independent evidence-gathering runs while the midpoint rests on two prompts
# arguing from summaries of them, so the debate adjusts the aggregate rather than replacing it.
#
# A number produced this way is only as good as the debate behind it, which is what the next
# section checks before anyone uses it.

# %%
pre_debate = agg_p
debate_midpoint = (result.bull_final_probability + result.bear_final_probability) / 2
blended = (1 - DEBATE_WEIGHT) * pre_debate + DEBATE_WEIGHT * debate_midpoint

print(f"Pre-debate aggregate: {pre_debate:.2f}")
print(f"Debate midpoint:      {debate_midpoint:.2f}")
print(f"Blended:              {blended:.2f}")
print(f"Shift from debate:    {blended - pre_debate:+.2f}")

if result.consensus_reached:
    print("\nThe two sides converged within the consensus threshold.")
else:
    print("\nNo consensus: the blended value carries the open disagreement with it.")

# %% [markdown]
# ## Did the Debate Earn Its Cost?
#
# Two conditions have to hold for the answer to be yes, and they are different questions.
#
# The panel has to have disagreed in the first place: debate applied to three agents already
# within a point of each other confirms what was known and bills for it.
# `MIN_PANEL_DISAGREEMENT` is the width below which it is not worth starting.
#
# And the debate has to have moved something. The right thing to look at is the gap between
# the two sides across rounds, not the shift in the blend: the blend is the pre-debate
# aggregate mixed with the midpoint at a fixed weight, so its movement is that weight times
# the distance between the midpoint and the aggregate, and it says nothing about whether the
# debate itself went anywhere. A gap that closes is the debate working. A gap that holds means
# both sides finished where they started, whatever the blend then does to the aggregate.

# %%
panel_disagreement = max(panel_probabilities) - min(panel_probabilities)
gap_change = gaps[-1] - gaps[0]
midpoint_move = midpoints[-1] - midpoints[0]

print(f"Panel disagreement before debate:   {panel_disagreement:.2f}")
print(f"Bull-bear gap, first to last round: {gaps[0]:.2f} -> {gaps[-1]:.2f}")
print(f"Midpoint, first to last round:      {midpoints[0]:.2f} -> {midpoints[-1]:.2f}")
print(f"Net midpoint move:                  {midpoint_move:+.2f}")
if panel_disagreement < MIN_PANEL_DISAGREEMENT:
    print("\nThe panel had already agreed; the debate was not worth starting.")
elif gap_change < -MIN_GAP_CLOSURE:
    print(
        "\nDisagreement is narrower at the end than at the start. Whether it narrowed "
        "steadily or moved around on the way is in the per-round table above."
    )
elif gap_change > MIN_GAP_CLOSURE:
    print(
        "\nDisagreement is wider at the end than at the start. The per-round table says "
        "whether it widened throughout or only in the final round."
    )
else:
    print(
        "\nDisagreement ends within the tolerance of where it started, so the debate "
        "reconciled nothing on net. The midpoint line says whether the two sides moved at "
        "all, and the aggregate should be reported with the open gap beside it."
    )
# %% [markdown]
# ## Persisting the Full Run Trace
#
# The same record as the panel notebook keeps, now covering both stages. `RunTrace` bundles
# the question, the research-agent artifacts, the complete debate transcript, and the raw
# model conversation for every research and debate call (captured by the per-agent and debate
# `TracingLLMClient`s) into one JSON record under `forecast_traces/`. Reload it to replay
# exactly what each debater was shown and how it responded, round by round.

# %%
if RUN_LIVE:
    llm_calls = merge_calls(*agent_tracers, debate_tracer)
    run = RunTrace.capture(
        notebook="07_adversarial_debate",
        provider=provider_name,
        question=question,
        params={
            "n_agents": N_AGENTS,
            "debate_rounds": DEBATE_ROUNDS,
            "consensus_threshold": CONSENSUS_THRESHOLD,
            "max_steps": MAX_STEPS,
        },
        agents=artifacts,
        aggregation=aggregate,
        debate=result,
        final_probability=blended,
        notes="Bull/bear debate on the pinned contested question.",
        llm_calls=llm_calls,
    )
    trace_path = run.save()
    print(
        f"Saved {len(run.llm_calls)} model calls "
        f"({run.total_tokens():,} tokens) → {trace_path.relative_to(trace_path.parents[1])}"
    )
else:
    # Replay: report the pinned trace we loaded rather than writing a new file.
    llm_calls = pinned_run.call_log()
    run = pinned_run
    trace_path = TRACES_DIR / PINNED_TRACE
    print(
        f"Replayed {len(run.llm_calls)} model calls "
        f"({run.total_tokens():,} tokens) from {trace_path.name}"
    )

# %% [markdown]
# ## Replaying the Debate Calls
#
# The raw audit view for the debate: every bull and bear prompt, including the opposing
# side's previous argument that is fed back in each round, next to the untruncated JSON each
# debater returned. The transcript and the trajectory figure above are both derived from
# exactly these responses.

# %%
debate_calls = [c for c in llm_calls if c.label == "debate"]
print(replay_llm_calls(debate_calls, content_chars=700))

# %% [markdown]
# ## Key Takeaways
#
# 1. **Debate is a diagnostic before it is an aggregator.** Whether the gap closes tells you
#    something the average cannot: closing means the disagreement was informational and one
#    side had evidence the other had not weighed; holding means the two sides read the same
#    evidence and drew different conclusions from it. Only the first is a case for updating.
# 2. **A midpoint that does not move is a result.** Blending an unchanged midpoint into the
#    aggregate produces a number that looks updated and is not, which is worse than reporting
#    the aggregate and the open gap side by side.
# 3. **Adversarial roles are a prompt, not a mechanism.** Both debaters are the same model told
#    to argue opposite sides from the same evidence, so a narrowing gap is two prompts
#    converging rather than two analysts persuading each other. It is a cheap stress test and
#    not an independent second opinion.
# 4. **Terminate on the gap, not on the round count.** Once the two sides are within the
#    consensus threshold there is nothing left to argue, and every further round is paid for.
# 5. **Debate only earns its cost where the panel already disagrees.** Running it on a panel
#    that agreed spends tokens to confirm the agreement.
#
# **Known limitations of what is built here.** One capture, one question, three rounds: nothing
# establishes that the gap would behave this way again. The bull and bear see agent summaries
# rather than the underlying evidence, so neither can check a claim the other makes. The blend
# weight is a stated convention rather than a fitted parameter, and no scoring anywhere
# establishes that a blended forecast scores better than the aggregate it adjusts.
#
# **Next**: [`08_forecasting_pipeline`](08_forecasting_pipeline.ipynb) wires the research,
# aggregation, debate and supervisor stages into one runnable pipeline.
#
# **Book**: Section 24.7 discusses the debate pattern in the context of Bridgewater's
# AIA system and prediction market design.

```