Order Zero Phases 1-3: keyed verification, ruler_version boundary, report

PHASE 1 (measured on the live prod feed with the real key):

- WNBA is NOT thin at the feed -- 4.21 books/prop vs MLB's 3.61. It was
  allow-list-starved exactly as MLB was. This removes one candidate
  explanation for its anti-predictive result; it does not explain it, and
  WNBA stays abstaining.
- We cannot see 64.8% of the MLB slate at all (zero admitted books).
- Exchanges are real (smarkets 27%, novig 22%, kalshi 15% on MLB) but
  pinnacle, matchbook and polymarket measured 0% on BOTH sports. There is
  no sharp anchor for player props. The consensus is a MARKET consensus,
  not a SHARP one -- recorded as a permanent limitation, not a milestone.
- DFS is the trap, quantified: prizepicks covers 82% of MLB props, the
  highest in the feed. Admitting it "for breadth" would have looked like
  the biggest available win. Permanently excluded.
- Endpoints: /context WORKS and is FREE (umpire, roof, pitcher handedness,
  lineup confirmation -- richer than what we hand-built). /odds/closing and
  /movement are REDACTED (full structure, zero prices). /results and
  /exports/resolved-props are 403.
- The $19/mo question is answered: soccer IS graded, ~15 competitions in 30
  days (MLS 41k, Liga MX 15k, Brasileirao 12k, UCL/Europa/Conference). Our
  "soccer grades into a void" is a Pro-tier problem, not a data problem.
  NBA is absent because it is July -- seasonal, not inferable either way.

PHASE 2 delta, corrected: MLB mean +1.50 pts, median 0, p90 +10.0, 17.0%
of comparable props move >=5 pts, one-directional (the incumbent prices
the over below the exchange-inclusive consensus). WNBA symmetric and
tight. The median prop does not move -- the change is a right-skewed
minority. That the rulers DIFFER is established; that the new one is
BETTER is not, and that is the re-run.

PHASE 2 item 6: ledger_entries.ruler_version applied to prod, 1,384
existing rows backfilled to v1_first_book (a statement of fact -- every
row to date was produced by the first-book rule). ledgerService stamps
CURRENT_RULER_VERSION on new rows. Never pool edge or CLV across it.

Repo migration numbering lags prod; 025_ledger_ruler_version.sql records
the DDL for review.

PHASE 3: MLB isotonic p_win remains PROVISIONAL -- calibrated against
v1_first_book, does not promote until re-run on the consensus ruler.

NOT LIVE, deliberately: ALLOWED_BOOKS unchanged, served slate
byte-identical, CURRENT_RULER_VERSION still v1_first_book, no live path
calls consensusRuler.

Gates: 4,022 tests passed / 322 suites; next build exit 0.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QJs13VsyiSKYQP6rj3NNmc
This commit is contained in:
Kev
2026-07-31 23:52:28 -04:00
parent c38db1ad65
commit 1372e6bcf7
4 changed files with 332 additions and 2 deletions
+6
View File
@@ -45,6 +45,11 @@ const SETTLE_ATTEMPT_CAP = Number(process.env.SETTLE_ATTEMPT_CAP || 4);
const SETTLEMENT_VERSION = Number(process.env.SETTLEMENT_VERSION || 2);
const settleSource = require('./settleSource');
const MODEL_ERA_VERSION = process.env.MODEL_VERSION || 'engine1@2026-07-20';
// Order Zero — which fair-probability RULER produced fair_prob_lock. It is the
// denominator of every edge and CLV number, so a value computed under one ruler
// is not the same measurement as one computed under another. Never pool across
// it. Stays v1_first_book until the consensus ruler is actually promoted.
const { CURRENT_RULER_VERSION } = require('../config/bookRoles');
/** Day's games for a sport (date-pinned since S57) — tells us what a player's
* ABSENCE means: DNP, postponed, or simply not final yet. */
async function getScheduleFn(sport, date) {
@@ -306,6 +311,7 @@ function rowsFromSnapshot(sport, grades, oddsProps, nowIso) {
// labelled 'pre-retention-unknown' by migration 026; they cannot be
// resolved retroactively.
model_version: MODEL_ERA_VERSION,
ruler_version: CURRENT_RULER_VERSION,
game_id: gameIdFor(sp, prop, gameDate),
game_date: gameDate,
});