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License: the PineForge Source License 1.2; a funded-trader challenge, evaluation or simulated account is not Personal Trading and is investment capital - #177

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@luisleo526 luisleo526 commented Oct 5, 2026 •

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What

The PineForge Source License moves from 1.1 to 1.2. Two terms change, both about an account that a proprietary-trading firm or funded-trader program provides or allocates to a person (a funded account, and its challenge, evaluation and simulated forms):

  • Personal Trading, last bullet. Such an account, including a challenge, evaluation or simulated account, whether the capital in it is real or simulated, is likewise not the person's own account and is not funded by the person's own capital.
  • Commercial Use, "Investment capital". The capital in such an account is investment capital whether it is real or simulated, so trading it, or researching, developing or backtesting strategies for it, is Investment Management, which is Commercial Use for every individual.

Until now the bullet spoke only of "capital" that a program "provides or allocates", and "investment capital" meant money or other assets, so a challenge, evaluation or simulated account holding simulated capital was left open on both counts. The licensor decided on 2026-10-05 that such an account is not Personal Trading and that trading it is Commercial Use.

Nothing else in the LICENSE changes. The four LICENSE hunks are the title, a dated paragraph under it that says what 1.2 changes against 1.1, the Investment capital definition, and the bullet.

Files (6, all Markdown or LICENSE)

  • LICENSE: the title, the dated change paragraph, the Investment capital definition, the bullet.
  • README.md (License section): the version in the link text, and the Personal Trading and Investment management bullets carry the same two points.
  • LEGAL.md: the version; the Personal Trading and Investment management bullets; the history paragraph (1.1 replaced 1.0 and 1.2 replaces 1.1 for the code on main and in future releases; release 1.2.0 was published under 1.1 and keeps that text); and the PolyForm sentence no longer names a version.
  • AGENTS.md, CLAUDE.md: the version in the one-line description of the repository.
  • npm/README.md: the package's LICENSE line (version 1.1 in release 1.2.0, version 1.2 in later releases).

Not in this PR

  • pyproject.toml still has a comment naming 1.1. It is not a documentation file, so it waits for a later non-docs change. The build reads license = { file = "LICENSE" }, so a package built from main carries the 1.2 text regardless.
  • CHANGELOG.md keeps the 1.2.0 history as it is (1.2.0 shipped under 1.1). The next release's notes will say that it is the first release under 1.2.

How it is gated

Only Markdown files and LICENSE change, so this is a documentation/legal-only PR. The installed gate workflow classifies the head as docs-only, skips the differential gate and the pytest matrix, and reports the required gate status itself. Expect gate: success ("docs-only preflight+docs; no sweep"), with differential and pytest skipped.

Checked

  • git diff --check is clean, no file mode changes, and the new LICENSE lines are ASCII and at most 78 columns.
  • The repository's own checker, .github/pineforge/ci/codegen-docs-check.mjs, run locally on this head against main: accepted: true, six files, docs_only=true.

🤖 Generated with Claude Code

@luisleo526
luisleo526 force-pushed the docs/source-license-1-2 branch from 42f9c12 to 073b674 Compare October 5, 2026 14:49
@luisleo526 luisleo526 changed the title License: the PineForge Source License 1.2; a funded-trader challenge, evaluation or simulated account is not Personal Trading License: the PineForge Source License 1.2; a funded-trader challenge, evaluation or simulated account is not Personal Trading and is investment capital Oct 5, 2026
@luisleo526
luisleo526 force-pushed the docs/source-license-1-2 branch 2 times, most recently from 073b674 to 39a61c3 Compare October 5, 2026 14:55
… evaluation or simulated account is not Personal Trading and is investment capital

The licensor decided on 2026-10-05 that an account a proprietary-trading
firm or funded-trader program provides or allocates is not Personal
Trading, its challenge, evaluation and simulated accounts included, and
that trading such an account is Commercial Use. The last bullet of the
Personal Trading section spoke only of "capital" that a program
"provides or allocates", and "investment capital" meant money or other
assets, so a challenge, evaluation or simulated account holding
simulated capital was left open on both counts.

1.2 closes that, and changes nothing else:
- Personal Trading, last bullet: an account that a proprietary-trading
  firm or a funded-trader program provides or allocates to the person
  to trade, including a challenge, evaluation or simulated account,
  whether the capital in it is real or simulated, is likewise not the
  person's own account and is not funded by the person's own capital.
- Commercial Use, "Investment capital": the capital in such an account
  is investment capital whether it is real or simulated, so trading it,
  or researching, developing or backtesting strategies for it, is
  Investment Management, which is Commercial Use for every individual.
- A dated paragraph under the title says what 1.2 changes against 1.1.
- Every other section, the Required Notice line included, is
  unchanged.

Surfaces: the LICENSE header, change paragraph, bullet and definition;
README (name, the Personal Trading and Investment management bullets);
LEGAL.md (name, the Personal Trading and Investment management bullets,
and the history lines: the PolyForm sentence made version-neutral, and 1.1
replaced 1.0 while 1.2 replaces 1.1 for the code on main and in future
releases); AGENTS.md and CLAUDE.md; and npm/README.md (version 1.1 in
release 1.2.0, version 1.2 in later releases). Releases up to and
including 1.2.0 keep the license text they shipped with.

The pyproject.toml comment still names 1.1; it is left for a change
outside the docs-only route.

Co-Authored-By: Claude Opus 5.5 (1M context) <[email protected]>
Co-Authored-By: Claude Sonnet 5.5 <[email protected]>
@luisleo526
luisleo526 force-pushed the docs/source-license-1-2 branch from 39a61c3 to 792f40c Compare October 5, 2026 23:45
@luisleo526
luisleo526 merged commit 3e50082 into main Oct 5, 2026
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luisleo526 added a commit that referenced this pull request Oct 6, 2026
* docs: changelog and version scoping for 1.3.0

1.3.0 pairs only with engine v1.3.0. The changelog section takes in the
Unreleased note and covers #173, #178, #179, #177, #174 and #175: the
confirmed-bar receipt and what engine v1.3.0's live runner does with it,
the capability receipt's request entries now read from the lowering, the
order-shapes receipt, which no engine reads yet, the checked settings fix
for string dropdowns with built-in constants (now supported=false where
1.2.0 wrote an integer code or published the input as supported), the
PineForge Source License 1.2, and the pairing and migration steps. The
Python and JSON contract is unchanged; the engine's report harness is the
same file as in v1.2.0, so no report key changes.

The README, AGENTS.md / CLAUDE.md, CONTRIBUTING.md, LEGAL.md,
docs/PUBLIC_CONTRACT.md, docs/pine-cap-activation.md and npm/README.md
name 1.3.0 where they named 1.2.0 as the current release or pair, the
pairing table gets a 1.3.0 row, the "unreleased (after 1.2.0)" markers
name 1.3.0, and the license badge reads 1.2. The release scoreboard
sentence and the pf markers are left to the release lane.

Measured for 1.3.0: the engine's 325 corpus sources and the 277 gate
fixtures, each in a fresh process, transpile to 1.2.0's C++ byte for byte
once the confirmed-bar and order-shapes functions are removed (13
refusals, same messages), with transpile_full results and transpile_json
envelopes without cpp equal to 1.2.0's, each in under 0.1 s on CPython
3.14.6 on an Apple M4 Max. The tutorial run of the quick-start C++
against engine main 7a1f01c0 (Linux x86_64, GCC 13) prints 9 trades and
+738.20, and 13 trades with the old sizing declared, as 1.2.0 with engine
v1.2.0 does.

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

* docs: release 1.3.0's grades in the README and the changelog, from the facts tokens

The README's release sentence moves to the releases[1.3.0] tokens and its
main-scoreboard lines re-render, and the 1.3.0 changelog says which registry
baseline grades the release and why that baseline is the release's code,
all rendered from pineforge-release facts/facts.json at ff21de0 (#32).

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

---------

Co-authored-by: Claude Opus 5.5 (1M context) <[email protected]>
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