Order Zero: book-breadth test + accrual clock correction (measure-only)
STEP 0 disproved the premise before any request was fired. PropLine's OpenAPI contract states verbatim that `bookmakers` omitted = ALL books, so proplineAdapter omitting it is correct and always was. Firing a guessed param would have RESTRICTED the response and produced exactly the false negative the order warned about. The real cause is ours: PropLine sends 18 books; oddsNormalizer ALLOWED_BOOKS intersects them at exactly 5 -- which is precisely the "5 MLB books" the 2.18 audit measured. Measured on real public data (no key, no quota): 4.41 books/prop from the feed, 1.50 after our filter, and 12 of 34 props go invisible entirely. Also corrected: "73% single-book" is the long tail of deep props sole-posted by DraftKings or Bovada. On the core props we grade, the market is 10-12 books wide. pinnacle appears on 0 of 40 MLB props -- the independent low-vig references present on 100% of core props are exchanges (novig/smarkets/kalshi). DFS pick'em also covers 100% but is not a market price and must never enter a consensus. Verdict is outcome (d) ALREADY OPEN, not (a)/(b)/(c) -- all three assumed the feed was the constraint. Ruler change scoped (not built): split one allow-list into takeable/reference/excluded, fair_prob_lock becomes a median consensus with n>=2 or a labelled fallback. Gated on exchange price validation + the WNBA measurement, which needs the PropLine key (prod-only, absent locally). MLB isotonic p_win declared PROVISIONAL until re-run on the real ruler. Side finding: we use 1 of 29 endpoints. /odds/closing, /movement, /odds/history, /best-line, /ev, /results, /exports/resolved-props, /context (free) map directly onto documented gaps -- and resolution across 33 sports suggests "no free settled feed for NBA/soccer" may be a $19/mo problem, not a data problem. Documented, not verified. Plan edits: §10.1 rewritten, §10.2/§10.5 corrected, and §11 adds the sequential post-completion accrual clock -- pre-completion data does not count, no pooling across the completion boundary, two clocks stated separately, per-sport clocks, verification gate before any accrual, users onboarded to a complete product only. §9.1's "6-10 weeks out" corrected: that is accrual duration, not distance to the answer. The ruler change independently forces the same no-pooling boundary by arithmetic. No API key was used, printed, or committed. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01QJs13VsyiSKYQP6rj3NNmc
This commit is contained in:
+165
-11
@@ -183,9 +183,22 @@ scaffolding around that. Building all 23 orders and *not* closing this leaves a
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beautifully-built product that doesn't do the one thing it sells.
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**What closes it:** not code. **Sample and honest iteration.** The instrument
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fields are ~10 days old (442 rows). At ~90 decided MLB rows/week, a defensible
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verdict is **6–10 weeks out**. That clock cannot be shortened by engineering, and
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any attempt to shorten it is the fabrication this whole session has been removing.
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fields are ~10 days old (442 rows). At ~90 decided MLB rows/week, that is ~6–10
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weeks *of accrual*.
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> **CORRECTED 2026-07-31 — see §11.** The "6–10 weeks out" above quietly assumed
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> the clock is **already running**. It is not. Those 442 rows measure a model
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> with a bent single-book ruler and six disconnected layers — **a model that
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> will not exist once Phase 1 lands.** They do not count toward the verdict and
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> **must not be pooled** with post-completion rows.
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>
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> The clock starts at a **verified** "running as intended" gate, per sport.
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> **6–10 weeks is the accrual duration, not the distance to the answer.** The
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> distance to the answer is *build time + verification + 6–10 weeks.*
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>
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> Independently forced by arithmetic, not just discipline: the §10.1 ruler fix
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> changes the denominator, so pre-fix and post-fix edge/CLV numbers are not the
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> same measurement.
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## 9.2 The projection — the actual engine — is thin and unvalidated
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The grade's only real inputs today are **l5/l20 averages, an opponent rank, rest
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@@ -253,6 +266,35 @@ in two places.** Fix the data breadth and both halves improve at once.*
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## 10.1 The one finding that reframes everything
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> **CORRECTED 2026-07-31 by Order Zero — `specs/order-zero-book-breadth-test.md`.**
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> The original text below blamed a missing `regions`/`bookmakers` param. **That
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> was wrong.** PropLine's OpenAPI contract states verbatim: `bookmakers` …
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> **"Omitted = all books."** Omitting it is correct and always was.
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>
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> **The real cause is ours.** PropLine sends **18 books**; `oddsNormalizer`
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> `ALLOWED_BOOKS` (11 entries) intersects them at **exactly 5** — which is
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> precisely the "5 MLB books" the audit measured. We discard 13 of 18 ourselves,
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> and 6 of our 11 allow-list entries don't exist at PropLine at all.
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>
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> Measured on real public data (MLB `pitcher_strikeouts`, 5 complete events):
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> the feed carries **4.41 books/prop**; after our filter, **1.50** — and **12 of
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> 34 props become invisible entirely** (zero allowed books).
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>
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> Also corrected: "73% single-book" is the **long tail** of deep/reliever props
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> sole-posted by DraftKings or Bovada. **On the core props we actually grade,
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> the market is 10–12 books wide.**
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>
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> And a real negative: **`pinnacle` appears on 0 of 40 MLB props.** The one
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> sharp book in our allow-list contributes nothing here. The independent
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> low-vig references that *are* present on 100% of core props are **exchanges**
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> — `novig`, `smarkets`, `kalshi` (+ `matchbook`, `polymarket`). DFS pick'em
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> (`prizepicks`/`underdog`/`sleeper`/`dabble`) also covers 100% but is **not a
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> market price** and must never enter a consensus.
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>
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> **So this is not a test to run. It is a build we can do: split one allow-list
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> into takeable / reference / excluded, and make `fair_prob_lock` a median
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> consensus across reference books.** No param, no cost, no tier, no new source.
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**Our "market" is often ONE book.** MLB props are **73% single-book** (2.18 audit).
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And `proplineAdapter` sends only `{ apiKey, markets }` — **no `regions`, no
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`bookmakers` param** (`:152`). We take PropLine's *default* response.
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@@ -264,17 +306,31 @@ That single fact causes four separate problems we have been treating as unrelate
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3. **CLV is weak** — you cannot measure "beat the close" against one book's close.
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4. **No steam/disagreement detection** — needs ≥2 books to even exist.
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**So the highest-leverage unblocked action in the whole plan is a cheap API test:
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does PropLine return more books with a `regions`/`bookmakers` param on our tier?**
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It is one request. If yes, it upgrades the free product, the model's denominator,
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and the CLV instrument simultaneously.
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*(Items 1–4 stand. Only the **cause** was wrong — and the fix is cheaper than
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the original diagnosis implied.)*
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### 10.1b We use 1 of PropLine's 29 endpoints
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Reading the full spec surfaced ten unused endpoints that map directly onto §10.2
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and §10.3 gaps — `/odds/closing` ("the canonical CLV helper"), `/odds/history`,
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`/exports/odds-history`, `/movement` (steam across all 16 books), `/best-line`,
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`/ev`, `/results` + `/exports/resolved-props` (**resolution across 33 sports**),
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`/context` (**free**: probable pitchers, confirmed lineups, home-plate umpire,
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first-pitch weather), `/markets/hit-rates`, `/players/{n}/trends`.
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Two overturn standing beliefs: **"NBA/WNBA/soccer have no free settled feed"** may
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be a **$19/mo** problem rather than a data problem; and we hand-built probable
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pitchers / depth charts / lineup confirmation that `/context` serves free.
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**Caveat:** these are *documented*, not verified for our tier — that needs the
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PropLine key (prod-only, absent locally). Do not plan on them as facts yet.
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## 10.2 What a real DATA AGGREGATOR has that we don't
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| capability | ours | gap |
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|---|---|---|
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| **Book breadth** | 5 MLB / 2 WNBA, 73% single-book | the category runs 10–20. **Root gap (10.1)** |
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| **True consensus / no-vig line** | single-book de-vig | needs breadth first |
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| **Book breadth** | 5 admitted of **18 sent**; 4.41→1.50 books/prop after our own filter | **not a feed gap — one allow-list (10.1).** Core props are already 10–12 books wide |
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| **True consensus / no-vig line** | single-book de-vig | **unblocked now**: median across reference books (exchanges + pinnacle), n≥2 or labelled fallback |
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| **Historical odds archive** | **STARTED** — `closing_captures` 844k rows, `lock_lines` (033) new, in-grade history capped at **24 points** | no full open→close series per prop. This is what makes CLV and backtesting real |
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| **Market breadth** | 11 live markets | the category ships 50+ (alt lines, combos, innings, quarters) |
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| **Alt-line ladders from books** | we *compute* a ladder; we don't *ingest* the books' | users shop rungs |
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@@ -321,8 +377,11 @@ the work.
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## 10.5 If I had to order it for "top product"
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1. **Book breadth test + consensus fair line** (10.1) — one API call to find out;
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upgrades aggregator, model denominator and CLV together.
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1. ~~Book breadth **test**~~ → **Book breadth FIX + consensus fair line** (10.1).
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The test is done (Order Zero). It is now a build: split `ALLOWED_BOOKS` into
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takeable / reference / excluded, make `fair_prob_lock` a median consensus.
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Upgrades aggregator, model denominator and CLV together. **Gated on** exchange
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prop-price validation + the WNBA measurement (needs the PropLine key).
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2. **Opportunity projection** (10.3.2) — the biggest genuine modelling gain.
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3. **Per-stat distributions** — connect `distribution.js`, prove per stat.
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4. **Connect the built layers** (Phase 1) — each proven on held-out or left off.
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@@ -342,3 +401,98 @@ unfinished, but because **we have not measured it at adequate n on a market we c
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trust.** Book breadth + the odds archive + accrued settlements are what make that
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claim *possible*. Everything in §10 is in service of being able to make it — or of
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being able to say honestly that we can't.
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---
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# 11. THE ACCRUAL CLOCK — SEQUENTIAL, POST-COMPLETION
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*Kev's correction, 2026-07-31. Supersedes any "accrual runs in parallel with
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building" framing anywhere in this document.*
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## 11.1 The causality
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You cannot meaningfully accrue until the product is **right and running as
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intended** — model layers connected, ruler fixed (real consensus, not one soft
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book), sports in, operating in the vision.
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**Only then does the accrual clock start, and only then does time produce a
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verdict. Building faster shortens the time TO clock-start. It never runs the
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clock.**
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The flawed assumption being removed: that today's half-connected model accrues
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useful evidence while we build. It does not. That data measures a model that
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**will not exist** after the layers are connected — a different model wearing the
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same name.
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## 11.2 Measurement rule (non-negotiable)
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- Settled data accrued **before** completion does **NOT** count toward the edge
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verdict.
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- **NO POOLING across the completion boundary.** Pre-fix and post-fix are
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different models — the same class of error as the model-version boundary, at
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whole-model scale.
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- The clock starts at **verified** "running as intended", not at "today".
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## 11.3 Two clocks — stated separately so neither corner-cuts
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**1. MLB-MODEL VERDICT clock.** Starts when MLB is genuinely complete: built
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layers connected + honest consensus ruler + running as designed. Its accrued n
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judges **MLB**.
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**2. FULL-PRODUCT TRACK RECORD clock.** Starts when the vision is running:
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sports in, aggregator built, operating as intended. Its accrued n judges **the
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product claim**.
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**Each subsequent sport gets its OWN clock**, starting when *that* sport's model
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is complete — never when it is stubbed in. (Per-sport doctrine: a sport that
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merely renders is not a sport that measures.)
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## 11.4 "Complete" — defined honestly
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A model/sport is **complete-enough-to-accrue** when its **built layers are
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connected** and it runs against an **honest ruler** (real consensus), **operating
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as designed** — *not* when every conceivable feature exists.
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This definition is doing real work in both directions: it blocks the corner-cut
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("close enough, start counting") **and** it blocks never-ship ("one more
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feature"). The full-product claim additionally requires the vision's sports +
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aggregator running.
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## 11.5 The verification gate
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**Between build and clock.** Before any accrual counts, verify — not assume —
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that the product is running as intended:
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- connected layers actually **fire** (present in the served payload, not merely
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present in the repo)
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- the ruler is a **real consensus** (`fair_prob_source: 'consensus_n'`, n≥2)
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- the sport **settles correctly** (spot-checked against real box scores)
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- surfaces are **honest** (no fabricated values; absent renders absent)
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**This gate is verified, not assumed.** No accrual line item runs during the
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build phases.
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## 11.6 The 10-user track, reframed
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Real users are onboarded to a **complete** product, so their usage teaches about
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the real thing rather than a half-built one.
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**We do NOT acquire users early to "start accrual."** That is the corner being
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explicitly refused.
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## 11.7 The finish line
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```
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build orders complete
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↓
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running-as-intended VERIFIED (§11.5 gate)
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↓
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clock starts (per sport, two clocks, §11.3)
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↓
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verdict reported honestly — including if it says the edge is not there
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```
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That last clause is the whole point. A clock you are willing to stop early is not
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a measurement, and a verdict you are only willing to publish if it is favourable
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is not a verdict.
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@@ -0,0 +1,291 @@
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# Order Zero — BOOK-BREADTH TEST
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**Date:** 2026-07-31 · **Type:** measure-only · **Live adapter: UNTOUCHED** ·
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**Our API key: NOT USED** (measurement ran entirely on PropLine's *public,
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unauthenticated* endpoints — zero quota spent, zero risk to the live feed).
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---
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## VERDICT UP FRONT
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**The order's premise is disproven, and the finding is better than any of the
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three anticipated outcomes.**
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The `bookmakers` param exists, but **omitting it already returns every book.**
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We are not being starved by the feed. **PropLine sends 18 books; we discard 13
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of them ourselves**, in `src/utils/oddsNormalizer.js` `ALLOWED_BOOKS`.
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> **Outcome (d) — ALREADY OPEN.** The constraint is one allow-list in our own
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> code. No param, no cost, no tier upgrade, no second data source.
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This is why Step 0 exists. Firing a guessed `bookmakers=` request would have
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*restricted* the response and produced exactly the false negative the order
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warned about — "doesn't open" — while the real cause sat in our repo.
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---
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## STEP 0 — THE PARAM, CONFIRMED FROM THE AUTHORITATIVE SPEC
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Source: `https://api.prop-line.com/openapi.json` (200, 78KB, 29 paths) — the
|
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OpenAPI contract itself, not a marketing page.
|
||||
|
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`GET /v1/sports/{sport_key}/odds` parameters:
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|
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| param | required | default | documented behaviour |
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|---|---|---|---|
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||||
| `markets` | no | `h2h` | comma-separated market keys |
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||||
| `bookmakers` | no | *(none)* | **"Comma-separated bookmaker keys (e.g. 'draftkings,fanduel'). Omitted = all books. Matches the-odds-api's `bookmakers` param."** |
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||||
| `period` | no | *(none)* | full-game only unless set |
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||||
|
||||
**`Omitted = all books.`** Verbatim from the spec. The param is a *filter*, not
|
||||
an expander. `proplineAdapter.js:152` omitting it is **correct** and always was.
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||||
|
||||
§10.1 of MASTER-PLAN said the missing param was the root cause. **That was
|
||||
wrong.** Corrected in place.
|
||||
|
||||
---
|
||||
|
||||
## STEP 1 — THE MEASUREMENT
|
||||
|
||||
Two public endpoints, no auth, no key, no quota:
|
||||
|
||||
1. `GET /v1/freshness` — per-bookmaker ingestion health = **the real book universe**
|
||||
2. `GET /v1/exports/sample` — "last 7 days of MLB `pitcher_strikeouts` as CSV…
|
||||
no auth required" — **real resolved props with book, line, price, resolution,
|
||||
actual value, and closing price**
|
||||
|
||||
### 1a. The book universe — 18 keys, all live
|
||||
|
||||
`/v1/freshness`, sampled `2026-08-01T03:13Z`, stale threshold 1800s:
|
||||
|
||||
| book | markets | staleness | in our `ALLOWED_BOOKS`? |
|
||||
|---|---:|---:|---|
|
||||
| draftkings | 487,182 | 16s | ✅ |
|
||||
| **bovada** | **385,689** | 2s | ❌ dropped |
|
||||
| betmgm | 166,171 | 119s | ✅ |
|
||||
| betrivers | 151,845 | 12s | ✅ |
|
||||
| pinnacle | 144,615 | 6s | ✅ |
|
||||
| **novig** | 132,604 | 0s | ❌ dropped |
|
||||
| prizepicks | 111,475 | 14s | ❌ dropped |
|
||||
| unibet | 64,696 | 15s | ❌ dropped |
|
||||
| **smarkets** | 39,113 | 8s | ❌ dropped |
|
||||
| underdog | 33,632 | 66s | ❌ dropped |
|
||||
| fanduel | 32,189 | 0s | ✅ |
|
||||
| **kalshi** | 27,649 | 5s | ❌ dropped |
|
||||
| **matchbook** | 24,682 | 5s | ❌ dropped |
|
||||
| onexbet | 22,896 | 382s | ❌ dropped |
|
||||
| **polymarket** | 17,347 | 1s | ❌ dropped |
|
||||
| sleeper | 8,857 | 58s | ❌ dropped |
|
||||
| tab_au | 6,183 | 45s | ❌ dropped |
|
||||
| dabble | 4,409 | 51s | ❌ dropped |
|
||||
|
||||
**Not one book is stale.** The feed is healthy; the loss is entirely ours.
|
||||
|
||||
### 1b. The arithmetic that explains "5 MLB books" exactly
|
||||
|
||||
`ALLOWED_BOOKS` (11) ∩ PropLine (18) = **5**:
|
||||
`draftkings, fanduel, betmgm, betrivers, pinnacle`.
|
||||
|
||||
**That is precisely the "5 MLB books" the 2.18 audit measured.** Cause
|
||||
identified — it is a set intersection, not a coverage fact.
|
||||
|
||||
Two separate defects fall out:
|
||||
|
||||
- **13 of PropLine's 18 discarded by us.**
|
||||
- **6 of our 11 allow-list entries do not exist at PropLine at all** —
|
||||
`caesars, fanatics, bet365, hardrockbet, pointsbet, thescore`. They are inert
|
||||
on the PropLine path. *(They are NOT dead code overall — the odds-api backup
|
||||
path may still carry them. Do not delete them on this evidence.)*
|
||||
|
||||
### 1c. Per-prop breadth — MLB `pitcher_strikeouts`, 6 events, 2026-07-31
|
||||
|
||||
1,000 rows. 5 complete events / 34 props used for breadth (the 6th event is
|
||||
truncated by the export's 1,000-row cap and is excluded — reporting it would
|
||||
manufacture single-book props out of a row limit).
|
||||
|
||||
| | mean books/prop | single-book | props visible |
|
||||
|---|---:|---:|---:|
|
||||
| **PropLine sends (param omitted)** | **4.41** | 67.6% | 34 / 34 |
|
||||
| **After `ALLOWED_BOOKS`** | **1.50** | 67.6% | **22 / 34** |
|
||||
|
||||
**Our filter costs 2.9 books per prop and makes 12 of 34 props invisible
|
||||
entirely** (zero allowed books → the prop does not exist to VYNDR).
|
||||
|
||||
The distribution is **bimodal, and the shape is the real story**:
|
||||
|
||||
- **13 "core" props** (probable starters) — **10–12 books each**
|
||||
- **21 tail props** — sole-posted: 13 by `draftkings` alone, 13 by `bovada`
|
||||
alone, 1 by `onexbet`. These are deep/reliever props no one else prices.
|
||||
|
||||
The headline "67.5% single-book" is therefore **not** a statement about the
|
||||
market for the props we actually grade. It is the long tail of one-book deep
|
||||
props dragging the mean. **On the props that matter, the market is 10–12 books
|
||||
wide.**
|
||||
|
||||
Book presence across the 13 core props:
|
||||
|
||||
| book | coverage | role |
|
||||
|---|---|---|
|
||||
| underdog, novig, sleeper, prizepicks, dabble, smarkets, kalshi | **13/13** | 3 exchanges + 4 DFS |
|
||||
| draftkings, betmgm | **13/13** | ✅ ours |
|
||||
| onexbet | 12/13 | offshore |
|
||||
| fanduel | 12/13 | ✅ ours |
|
||||
| betrivers | 10/13 | ✅ ours |
|
||||
|
||||
### 1d. The sharp anchor — a real negative
|
||||
|
||||
**`pinnacle` appears on 0 of 40 props.** It carries 144,615 markets globally but
|
||||
**no MLB player props in this sample.** The one sharp book already in our
|
||||
allow-list contributes **nothing** to MLB props.
|
||||
|
||||
What *is* present on 100% of core props: **`novig`, `smarkets`, `kalshi`** — and
|
||||
`matchbook`/`polymarket` elsewhere in the feed. These are **exchanges**:
|
||||
order-book priced, so near-zero vig. Arguably a *better* fair-probability
|
||||
reference than Pinnacle.
|
||||
|
||||
**Stated as a hypothesis, not a fact:** exchange prop books are thinner than
|
||||
their game-line books, and `kalshi`/`polymarket` are prediction markets whose
|
||||
prop coverage is recent. Their prices must be **validated on real data before
|
||||
being trusted as a ruler**, not assumed good because the theory is good.
|
||||
|
||||
### 1e. Three buckets, not one list — DFS is not a market price
|
||||
|
||||
`prizepicks, underdog, sleeper, dabble` cover 13/13 core props, but they are
|
||||
**fixed-payout pick'em, not two-way markets.** Their lines are deliberately
|
||||
shaded and their effective juice is flat. **They must never enter a consensus
|
||||
fair price.** Admitting them "for breadth" would bend the ruler in a new
|
||||
direction — the exact error this order exists to fix.
|
||||
|
||||
### 1f. Cost and tier
|
||||
|
||||
`/odds` returns **all books on the FREE tier**. Nothing about book breadth costs
|
||||
money. Our quota (3 free keys × 1,000/day = 3,000/day) is unchanged by this.
|
||||
|
||||
Tier gates apply only to the *analytical* endpoints (§ below):
|
||||
Free $0/1k-day · Hobby $9/5k · Pro $19/25k · Streaming Lite $39/100k ·
|
||||
Streaming $79/1M · Enterprise custom.
|
||||
|
||||
### 1g. ⚠️ WNBA — NOT MEASURED
|
||||
|
||||
The public sample is **MLB `pitcher_strikeouts` only**. Every per-sport
|
||||
alternative needs the API key, and **`PROPLINE_API_KEY_1/2/3` are absent from
|
||||
the local `.env`** (prod/Coolify only).
|
||||
|
||||
**Do not assume WNBA mirrors MLB.** WNBA's book set is likely thinner and its
|
||||
exchange coverage thinner still — which would tie directly to its
|
||||
anti-predictive result. **This measurement is outstanding and needs one thing:
|
||||
a PropLine key.**
|
||||
|
||||
---
|
||||
|
||||
## THE BIGGER FINDING — WE USE 1 OF 29 ENDPOINTS
|
||||
|
||||
While confirming the param I read the full spec. Several §10 "gaps" are not gaps
|
||||
in the data — they are endpoints we never called.
|
||||
|
||||
| §10 gap | PropLine endpoint | tier |
|
||||
|---|---|---|
|
||||
| CLV instrument | **`/events/{id}/odds/closing`** — *"the canonical CLV helper"*, last snapshot at/before commence_time per (book, market, outcome) | Paid |
|
||||
| Historical odds archive | `/events/{id}/odds/history` (`from`/`to`/`relative_to`/`interval`/`changes_only`) | Hobby+ |
|
||||
| Bulk archive / backtest | `/exports/odds-history` — full tick firehose | Enterprise / one-time backfill |
|
||||
| Steam detection | **`/events/{id}/movement`** — *"steam … computed across all 16 books we poll"* | Hobby+ |
|
||||
| Line shopping | `/events/{id}/best-line` — best price per (market, player, line) + `all_prices` best-first | appears free |
|
||||
| Cross-book +EV | `/events/{id}/ev` — no-vig via Pinnacle preferred, Bovada fallback | appears free |
|
||||
| **Settlement for non-MLB sports** | `/events/{id}/results`, `/exports/resolved-props` (line, price, resolution, actual value, **closing price**) | Hobby+ / Pro+ |
|
||||
| Park / weather / umpire / lineup | **`/events/{id}/context`** — probable pitchers, confirmed-lineup flag, home-plate umpire, first-pitch weather | **FREE** |
|
||||
| Base rates | `/markets/hit-rates` | — |
|
||||
| Player trend history | `/players/{name}/trends`, `/players/{name}/history` | Hobby+ |
|
||||
|
||||
Two of these overturn standing beliefs in `CLAUDE.md`:
|
||||
|
||||
1. **"NBA/WNBA/soccer have no free settled-result feed"** — PropLine *resolves
|
||||
props across 33 sports* and exports them with actual values. Our
|
||||
settle-nothing-but-MLB-and-WNBA constraint may be a **$19/mo** problem, not a
|
||||
data-availability problem.
|
||||
2. **We hand-built** probable pitchers, depth charts and lineup confirmation.
|
||||
`/context` serves them, free, joined to the graded outcome.
|
||||
|
||||
**Caveat, stated plainly:** these are *documented* capabilities. I have verified
|
||||
the **`bookmakers` contract** (a spec-level guarantee) and the **book universe +
|
||||
per-prop breadth** (real data). I have **not** verified what these endpoints
|
||||
actually return for our tier — that needs the key. Do not plan on them as facts
|
||||
yet.
|
||||
|
||||
---
|
||||
|
||||
## STEP 3 — SCOPE OF THE RULER CHANGE *(scope only — NOT built)*
|
||||
|
||||
**1. Split one allow-list into three roles.** Today `ALLOWED_BOOKS` answers
|
||||
"can we show this?" and "can we price against this?" with the same list. Those
|
||||
are different questions and conflating them is what bent the ruler.
|
||||
|
||||
- `TAKEABLE_BOOKS` — a US user can actually bet here. Drives best-price,
|
||||
line-shopping, `takeable`. *(today's list, minus nothing)*
|
||||
- `REFERENCE_BOOKS` — the fair-probability ruler **only**; never surfaced as a
|
||||
place to bet: `pinnacle, novig, smarkets, matchbook, kalshi, polymarket, bovada`
|
||||
- `EXCLUDED_FROM_PRICING` — DFS pick'em (`prizepicks, underdog, sleeper,
|
||||
dabble`) and offshore/intl (`onexbet, unibet, tab_au`). May be surfaced as a
|
||||
separate DFS view; **never** in a consensus price.
|
||||
|
||||
**2. `fair_prob_lock` becomes a consensus.** Per-book two-way de-vig
|
||||
(`devigTwoWay`, unchanged), then the **median** across reference books — median,
|
||||
not mean, so one stale exchange cannot drag the ruler.
|
||||
|
||||
**3. Require n≥2 reference books, and label which ruler was used.** Below 2,
|
||||
fall back to today's single-book de-vig and stamp
|
||||
`fair_prob_source: 'consensus_n' | 'single_book'`. **Never silently mix the
|
||||
two** — that pools two different rulers inside one column, the same error class
|
||||
as pooling across a model-version boundary.
|
||||
|
||||
**4. Stamp a `ruler_version` at the boundary.** Changing the denominator means
|
||||
**every edge and CLV number measured to date was measured on the old ruler and
|
||||
cannot be pooled with post-change rows.**
|
||||
|
||||
**5. Gate the build on two things that do not exist yet:**
|
||||
(i) exchange prop-price sanity validated on real data (§1d), and
|
||||
(ii) the WNBA measurement (§1g).
|
||||
|
||||
---
|
||||
|
||||
## STEP 4 — MLB ISOTONIC `p_win` IS PROVISIONAL
|
||||
|
||||
**Declared explicitly:** the MLB isotonic `p_win` recalibration was measured
|
||||
against the **bent single-book ruler**. It is **PROVISIONAL and GATED behind the
|
||||
ruler fix.** It does **not** finalize or promote until re-run on the real
|
||||
consensus ruler.
|
||||
|
||||
**Plan sequencing edit:** MLB promotion is **downstream** of the ruler fix, not
|
||||
before it.
|
||||
|
||||
---
|
||||
|
||||
## WHAT CHANGED IN THE PLAN
|
||||
|
||||
- §10.1 rewritten — the param premise was wrong; the allow-list is the cause.
|
||||
- §10.2 — book breadth reclassified from "needs a new source" to "one file".
|
||||
- §10.5 — item 1 is now a **build we can do**, not a test to run.
|
||||
- Accrual clock corrected to **sequential / post-completion** with a
|
||||
verification gate (separate ride-in, §11).
|
||||
|
||||
**And the two interact:** the ruler change resets the denominator, so
|
||||
pre-change settled rows cannot be pooled with post-change rows. That is an
|
||||
*independent* derivation of Kev's sequential-clock rule — the no-pooling
|
||||
boundary is forced by the arithmetic, not just by discipline.
|
||||
|
||||
---
|
||||
|
||||
## REPRODUCE
|
||||
|
||||
```bash
|
||||
curl -s https://api.prop-line.com/openapi.json # the param contract
|
||||
curl -s https://api.prop-line.com/v1/freshness # the 18-book universe
|
||||
curl -s https://api.prop-line.com/v1/exports/sample # real resolved MLB props
|
||||
```
|
||||
|
||||
All three are public. No key was used, printed, or committed.
|
||||
|
||||
## OPEN — needs one thing from Kev
|
||||
|
||||
**A PropLine API key** (it is in prod/Coolify, not in the local `.env`). With
|
||||
it: the WNBA per-sport measurement, and live verification of the ten unused
|
||||
endpoints above — including whether **$19/mo settles NBA and soccer.**
|
||||
Reference in New Issue
Block a user