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Mover v3 core: resolve the independent pre-outcome review (round 8, not frozen) - #192

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Resolves every finding of the independent cross-family pre-outcome review of the Mover v3 core (2026-09-24; Codex CLI 0.155.0-alpha.16.3, GPT-6 family; reviewed core sha256 7274c29e…, README 5728609b…; verdict "not ready; conditionally eligible after correction and acceptance evidence"). Each finding has its own dated review_record entry (round 8, same {date, round, input, resolution} format as rounds 5-7), plus one entry for the data-file addition from #186.

Not a freeze. status moves from draft_pending_independent_pre_outcome_review to draft_pending_independent_verification_of_review_resolutions; frozen_before_outcomes stays false; freeze_record is null. No market data was fetched, no sealed data opened and no outcome computed.

Finding Resolution JSON paths
F01 blocker: D7 cash residual moves with close(x); all books spin-offs as cash Cash comes from cash_dividend records (rate x F_acc(e, j-1), no price input). Split accounting is explicit (bars snapped to the recorded ratio). Spin-off, stock-dividend, rights and unit-split records, and unrecorded distributions (q-ratio check), exclude the trade within (e, E]; after E they are booked at zero. A synthetic identity checks that no price after the exit changes the return populations.corporate_actions, populations.formulas (R, F*, F_acc, q), populations.suspected_unadjusted_split, arms.c_decomposition
F02 blocker: cost-tier volume includes the unfinished minute cum_dv(X) counts completed bars only (bar start + 60 s <= X); boundary tests populations.formulas, cost_model.lookup.cell_key, relation_to_prior_protocols
F03 blocker: coverage numerator not tied to its cohort; empty denominators undefined Each rate has one cohort (A_y, Q_y, I_y) with its numerator inside it. Empty or unavailable cohorts fail closed. Thresholds are exact integer comparisons, with boundary cases coverage_rule.year_rule
F04 blocker: only coverage_rule hash-bound The governing count run is bound to spec_sha256 (the whole protocol minus enumerated metadata paths), its study tree and its input manifest. All three must match at the freeze coverage_rule.decided_by_code, exposure_registry.run_entries, freeze_record, run_discipline.study_code
F05 blocker: counts omit later exclusions; missing merger bid count_unit counts exactly the analyzable observations (flags only) and carries n and occupied sessions. The read's count governs minima and MDE. A terminal-merger bid always exists chronology.holdout.count_unit, populations.terminal_exits.booking, minimum_detectable_effect.formula
F06 blocker: no cluster minima; degenerate bootstrap undefined Occupied-session minima. Undefined replicates and ties count on the null side. Degenerate tests get p = 1 and are labelled underpowered, so an undefined test never passes minimum_sample.occupied_sessions, statistics.degenerate, statistics.p_value, statistics.normal_tail_p
F07 major: any cell labels the whole hypothesis H1 is judged from H1-D alone and H3 from H3-c alone. There are three separate profitability verdicts, each with its own claim outcome_reporting.hypothesis_verdict
F08 major: asof fixes identity, not vintage An availability and vintage rule per decision input. Dev/val results carry a 'retrospective reconstruction' qualifier. The holdout collector seals decision-time inputs universe_and_identity.availability, holdout_gate.prospective_collection, outcome_reporting.qualifiers
F09 major: weak probe matching; reuse unresolved; dedup uses later info Records are normalized and the probe needs at least 5 overlapping sessions. Unresolved ticker reuse excludes and qualifies. Dedup uses only sessions up to s and no asset-master status exposure_registry.pre_freeze_access_path.identity_probe, universe_and_identity.dedup
F10 major: H3-a unembargoed despite E+5 exits The 6-session embargo applies to every item. Blocks are 10 sessions for all items, with the rationale stated chronology.boundaries, statistics.bootstrap
F11 major: collection blocked by validation-only refusals A purpose matrix (every_purpose / collect / amend / count / read). Collect and amend need no validation holdout_gate.evaluator_refusals, holdout_gate.access_log
F12 major: rate-limit division is a best case A conservative full-pipeline budget from the fetch's own transport log (p95 pages, retries, p10 throughput, storage, evaluation, merge), with separate market-data and Trading quotas freeze_preconditions[5], exposure_registry.pre_freeze_access_path.outputs
F13 minor: snapshot never-input vs part-2 breakpoints A per-part permission table: parts 0 and 2 are evaluation inputs; parts 1 and 3 are count-only exposure_registry.pre_freeze_access_path.snapshot_part_permissions, .rule
F14 note: MDE assumptions and units Disclosures kept, units labelled, H3-c table renamed to log-difference units, occupied sessions reported minimum_detectable_effect.units, .reading, statistics.estimator
F15 note: preconditions are promises Each precondition is mapped to its acceptance artifact and status. Only [1] is met freeze_acceptance

Literature (freeze_preconditions[1], met). LPS 2019 was read in full from the author-hosted publisher PDF (sha256 caa7108c…, 2026-09-24). ABJK 2022 could not be obtained (closed access), so every claim that depended on it was removed from README (evidence row, H3 basis, open questions) and from item_set.items[4].why_kept, using the read record's wording.

Data-file addition (#186, merged as b165579; its files are not touched here). cost_model.fees now says which date selects a fee row. SEC Section 31 uses the settlement date: T+2 before 2024-05-28, T+1 from then. FINRA TAF uses the trade date. Boundary tests use the file's own rate boundaries. The section also notes that the SR-FINRA-2026-020/021 TAF pause is already reflected, and that a rate announced before the freeze changes the base file and its pin. The new run_discipline.amendment_format defines both JSON Lines amendment formats (append-only; they never change base files or pins).

Checks. python3 scripts/validate.py exit 0; python3 scripts/evidence_manifest.py --check exit 0; validate_catalogs, validate_foundation, landscape, host_receipts validate, build_ecosystem --check, component_matrix --check, new_host_grand_list --check and build_verdicts --check all exit 0. A cross-reference check found that every dotted protocol path cited in the core and README resolves; the only unresolved tokens are the same 8 as on main, which are file names and a historical reference. manifests/evidence.json has refreshed hashes for the two changed files. Full python3 -m unittest, run unsandboxed because the sandbox refuses local port binding: 3,939 tests, 1 failure, 510 skipped (exit 1). The failure, test_adoption_bootstrap_macos.LlamaWrapperQuotingTests.test_install_path_with_shell_syntax_is_data_in_the_wrapper, also fails on unchanged main; it is the macOS SIP issue that #178 addresses. tests.test_validate and tests.test_evidence_manifest on the final tree: 62 tests, OK. A trial merge with the current origin/main (after #186) passes validate.py (5,255 hashed files) and evidence_manifest.py --check.

Coordination notes.

  • The unmerged branch claude/mover-v3-core-study-20260924 already numbers its own review_record rounds 8-14. Whichever lands second must renumber.
  • The order is now: independent verification of these resolutions, then the governing count run, then the freeze. The study tree must be final before the count run (F04).
  • The entitlement probe of 2026-09-24 is registered as metadata only. Its symbols and sessions still need confirming as outside every v3 window (exposure_registry.update_rule).

🤖 Generated with Claude Code

…ot frozen)

Resolves findings F01-F15 of the 2026-09-24 cross-family review (Codex CLI
0.155.0-alpha.16.3, GPT-6 family) of core sha256 7274c29e and README
5728609b, one dated review_record entry per finding:

- F01 record-based dividend cash, explicit split accounting (R, F*, F_acc),
  spin-off and unrecorded-distribution exclusions, accounting identity
- F02 completed-bar cumulative dollar volume for the cost tier
- F03 one cohort per coverage rate, fail-closed empty/unavailable cohorts
- F04 count run bound to spec_sha256, study tree and input manifest;
  enumerated metadata-only paths; freeze_record and run_entries
- F05 count_unit equals final analyzability; terminal-merger bid defined
- F06 occupied-session minima and degenerate-bootstrap rules
- F07 separate primary and profitability verdicts
- F08 per-input availability/vintage rule and sealed holdout capture
- F09 normalized identity probe, unresolved reuse, decision-time dedup
- F10 embargo for every item and 10-session blocks
- F11 purpose-specific authorization matrix
- F12 conservative full-pipeline fetch budget with separate quotas
- F13 snapshot-part permissions; F14 MDE units; F15 freeze_acceptance

Also records the LPS 2019 full-text read in freeze_preconditions[1] and
removes every ABJK 2022 claim; adds the fee row date bases and the
amendment line format requested from the data-file PR #186 (its files are
not changed here). Status moves to
draft_pending_independent_verification_of_review_resolutions;
frozen_before_outcomes stays false. No market data fetched, no sealed data
opened, no outcome computed.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
…ptance item 2)

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
@seathatflowsinourveins seathatflowsinourveins added the lane:trading Trading lane: sim, paper and live north star label Sep 24, 2026
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@seathatflowsinourveins
seathatflowsinourveins marked this pull request as draft September 24, 2026 15:22
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Superseded by #190 — kept as a draft for reference, will not be merged.

This PR resolved the independent Codex review (F01-F15, posted on #174) against the core draft on main. #190 (code-first preregistration with a study tree and review rounds 8-14) revises the same files much further, so merging both would collide. Its status is still draft_pending_independent_pre_outcome_review, so the Mac coordinator session is now running the different-family (Codex, GPT-6) independent review against #190's head and will post it on #190. The owner of #190 may reuse any resolution here (for example the purpose-matrix authorization, the fee-date rules and the amendment line format); the round numbering here (8) conflicts with #190's and would need renumbering.

🤖 Generated with Claude Code

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Closing as superseded by #190, per this PR's own 2026-09-24 note ("Superseded by #190 — kept as a draft for reference, will not be merged"). The trading owner acknowledged the closure. The branch is kept, so this can be reopened if needed. Part of the 2026-09-25 repository noise cleanup approved by the repository owner.

@seathatflowsinourveins
seathatflowsinourveins deleted the claude/mover-v3-review-resolution-20260924 branch October 8, 2026 07:56
seathatflowsinourveins added a commit that referenced this pull request Oct 12, 2026
Append the owner's 2026-10-12 foundation rule to the end of the "Decide
by evidence" bullet on all six always-loaded rule surfaces: AGENTS.md,
the portable Claude block, the Codex template, the scaffold and the two
new-WSL carriers, regenerated with new_wsl_client_config.py
--write-blocks. A tool, runtime, model or skill is installed, run or
made a default only after the layer's own convergence passes it;
popularity, recency and vendor claims make it a lead, never an
admission.

- tests: a fail-first test that every layer and native renderer ends
  the bullet with the sentence once (9 failing subtests before the
  edit); CORE updated; the Codex top-rule pin re-derived with
  template_segments() (2,607 bytes); the startup byte ceilings raised by
  a dated comparison to 7,548/7,654.
- docs/decisions/2026-10-12-converged-candidates-only.md: the rule, its
  basis (owner direction, CC ruling addendum-01 with correction #192,
  the existing evidence rule), what it changes, surfaces, budget
  comparison, checks and overturn conditions. Supersession: none.
- manifests/evidence.json: the changed files registered with
  register_file.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
seathatflowsinourveins added a commit that referenced this pull request Oct 13, 2026
…ly through a converged harness (#1049)

* Rule text: use only converged candidates (foundation rule)

Append the owner's 2026-10-12 foundation rule to the end of the "Decide
by evidence" bullet on all six always-loaded rule surfaces: AGENTS.md,
the portable Claude block, the Codex template, the scaffold and the two
new-WSL carriers, regenerated with new_wsl_client_config.py
--write-blocks. A tool, runtime, model or skill is installed, run or
made a default only after the layer's own convergence passes it;
popularity, recency and vendor claims make it a lead, never an
admission.

- tests: a fail-first test that every layer and native renderer ends
  the bullet with the sentence once (9 failing subtests before the
  edit); CORE updated; the Codex top-rule pin re-derived with
  template_segments() (2,607 bytes); the startup byte ceilings raised by
  a dated comparison to 7,548/7,654.
- docs/decisions/2026-10-12-converged-candidates-only.md: the rule, its
  basis (owner direction, CC ruling addendum-01 with correction #192,
  the existing evidence rule), what it changes, surfaces, budget
  comparison, checks and overturn conditions. Supersession: none.
- manifests/evidence.json: the changed files registered with
  register_file.

Co-Authored-By: Claude Opus 5.5 <[email protected]>

* Rule text: use models only through a converged harness

Append the owner's second 2026-10-12 foundation rule (20:15Z direction)
right after the converged-candidates sentence, at the end of the
"Decide by evidence" bullet, on all six rule surfaces; the two new-WSL
carriers regenerated with new_wsl_client_config.py --write-blocks. A
model runs only inside a converged harness with its full layers; a bare
API call is for measurement probes and smokes only, recorded as such.

- tests: the presence test now covers both sentences, in order (9
  failing subtests before this edit); CORE updated; the Codex top-rule
  pin re-derived with template_segments() (2,860 bytes); the startup
  ceilings raised by the dated comparison to 8,079/8,185.
- docs/decisions/2026-10-12-converged-candidates-only.md: the second
  sentence, its basis (owner direction 20:15Z, CC runtime-roadmap
  ruling), its change, the budget table and checks for both steps.
- manifests/evidence.json: the changed files re-registered.

Co-Authored-By: Claude Opus 5.5 <[email protected]>

* Rule text: a screen pass admits a trial; a default needs a measured win

Tighten the converged-candidates sentence on all six rule surfaces, on
the CC's direction: a candidate is installed or run for trial only
after the layer's own screen passes it, and becomes a default only
after a measured win on quality at no higher cost. The Stage A screen
checks documented capability at a pin and runs nothing, so a pass is
not quality evidence. The harness sentence after it is unchanged; the
two new-WSL carriers regenerated with new_wsl_client_config.py
--write-blocks.

- tests: CONVERGED (and with it CORE) carries the new wording; the
  presence test failed first (9 subtests); the Codex top-rule pin
  re-derived with template_segments() (2,864 bytes); the startup
  ceilings re-derived to 8,088/8,194.
- docs/decisions/2026-10-12-converged-candidates-only.md: the new
  wording, the earlier wording it replaces before landing, why a screen
  pass is trial-only (CC runtime-profiles addendum-01, Stage A and B),
  the budget table and checks.
- manifests/evidence.json: the changed files re-registered.

Co-Authored-By: Claude Opus 5.5 <[email protected]>

* Rule text: defaults need multi-angle convergence; one angle never admits

Final wording on the owner's 20:29Z direction (CC multi-angle
convergence ruling): on all six rule surfaces, the converged-candidates
sentence now admits a trial after the layer's screen and a default only
when the layer's multi-angle convergence agrees (capability at the pin,
upstream engineering quality, community consensus, net usage, published
evaluations and our own measured runs); where angles disagree, the
disputed dimension is measured first-hand, and no single angle admits a
candidate. The bullet's not-evidence clause reads "alone are not
evidence". The harness sentence is unchanged; the two new-WSL carriers
regenerated with new_wsl_client_config.py --write-blocks.

- tests: CONVERGED and CORE carry the final wording; the presence test
  also checks the "alone" clause in place and the old clause absent
  (9 failing subtests before the edit); PROCEDURE_PHRASES updated; the
  Codex top-rule pin re-derived (3,017 bytes); the startup ceilings
  re-derived to 8,409/8,515.
- docs/decisions/2026-10-12-converged-candidates-only.md: rewritten for
  the final text, with the branch's earlier wordings, the multi-angle
  basis and supersession, the budget comparison and every check.
- manifests/evidence.json: the changed files re-registered.

Co-Authored-By: Claude Opus 5.5 <[email protected]>

* Record: how the rule applies to every layer, the freeze and the north star

Add "How the rule applies: every layer, the freeze and the north star"
to docs/decisions/2026-10-12-converged-candidates-only.md, on the CC's
direction: the six angles and per-layer weights, the scope across both
repositories, the wave cycle, the freeze in final-stack.json (current
counts: converged 0, reopened 30, no-winner 2, unswept 2; no angle
weights), what scripts/final_stack.py and CI check today, the revisit
triggers, the SOTA-sources pin rule and the trading north star. Facts
cited path:line at main 489b263, byte-identical at the base. No rule
surface, pin or ceiling changes.

- manifests/evidence.json: the record re-registered.

Co-Authored-By: Claude Opus 5.5 <[email protected]>

* Review round 1: private digests out, licence never a disqualifier, reopen rule as written

One commit for both reads of #1049 at ce11fbd (the GPT verdict and the
Claude read), after the registry-only rebase onto main 703d588.

- GPT P1 (#161): the decision record cites the CC's private rulings by
  name only, with no path and no digest; the PR body does the same.
- GPT P1 (licence): the hard disqualifiers are a missing required
  capability (an entitlement or terms conflict counts as one) and an
  abandoned project. Licence is a compliance note (SPDX id, source,
  read time), per the CC ruling ruling-licence-not-a-disqualifier-20261012.
  No rule surface named licence.
- Claude P2-1: the protocol's reopen rule is quoted as written (a FINAL
  layer reopens only when a sweep detects a change, bound to that
  sweep). The angle sources become sweep inputs, a named follow-up to
  recipes/saturation-sweep.md; review contradictions go through the
  corrections rule.
- Claude P2-2: docs/harness-defaults.md:9 reads "alone are not
  evidence", pinned by a new test that fails on the old line.
- P3s: on all six surfaces "the layer's screen (its requirements
  checked at a pin)" and "no single angle makes a candidate a default",
  carriers regenerated with --write-blocks; the presence test failed
  first (9 subtests); TOP_RULE_SHA256 re-derived (3,051 bytes); the
  startup ceilings re-derived to 8,480/8,586 with the Codex
  project_doc_max_bytes primary source (openai/codex rust-v0.162.1,
  config_toml.rs:75). CI checks angle records only once the freeze-wave
  PR lands; plans and host reports are labelled as such.
- manifests/evidence.json: the changed files re-registered.

Co-Authored-By: Claude Opus 5.5 <[email protected]>
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