Robust bias established; low-parameter correction replaces isotonic

PHASE 0 — sample-limit truth on record: on 19 dates BOTH stability
instruments are underpowered. LODO power 0.014-0.093 (best 0.337 across
every k tried); deploy CIs rest on 2-4 date clusters, where a
cluster-robust interval has ~1 df. This is the SAMPLE, not a fixable
instrument, and the gate-refinement loop stops here. Runs corrected: its
DATE-DRIVEN label was an artefact of the coin-flip ruler (2 reversals in
3 drops never cleared cutoff 2) -- it is an ordinary no-fittable-map
refusal.

PHASE 1 — the bias is ROBUST, tested model-free and map-free with a
date-block bootstrap. Pooled over-prediction rises monotonically -0.0076
/ +0.0428 / +0.0963 / +0.1589 / +0.2451 across deciles from 0.5 to 1.0,
sign stability 0.9946 over 17 date blocks, and 4 of 4 stats replicate
(bar was 3). Also visible: realized rate PLATEAUS at 0.65-0.68 from p=0.7
upward -- the 0.9+ bucket (0.6624) does no better than the 0.8-0.9 bucket
(0.6841). The model has no high-confidence reads, only high-confidence
numbers.

PHASE 3 — Platt, two parameters over the whole curve, shrunk toward
identity by fit-date count. Validated as a NEW estimator vs RAW with
date-block CIs:

  hits         a=0.406 shrink 0.565  0.2626 -> 0.2540  CI [-0.0112,-0.0069]  DEPLOY
  total_bases  a=0.472 shrink 0.333  0.2490 -> 0.2429  CI [-0.0062,-0.0059]  DEPLOY
  rbi          a=0.775 shrink 0.231  0.2011 -> 0.2007  CI [-0.0007, 0]       REFUSE
  runs         a=-0.032                                                      REFUSE

A GUARD THE FIRST RUN NEEDED: runs fitted a = -0.032. A non-positive
slope inverts the forecast rather than flattening it, and near zero the
curve collapses to a constant predicting the base rate for everything --
which LOWERS Brier while destroying all resolution. It would have scored
as a win while making the product worthless. MIN_SLOPE now refuses it by
name, with a test.

STATED PLAINLY: on the identical held-out rows isotonic BEAT the
low-param on hits (+0.0028) and rbi (+0.0042) and tied on TB. The swap is
a CAPACITY JUDGEMENT, not a measurement -- the window spans 2-4 date
blocks and that is exactly what a flexible map produces when it captures
structure shared by fit and eval. Labelled as a judgement.

PHASE 4 — hits and total_bases serve the correction, basis
direction_robust_magnitude_provisional (direction bootstrap-robust,
magnitude thin-sample and shrunk). rbi is WITHDRAWN to raw -- it was
deployed on isotonic at ced4042 and the low-param does not beat raw.
runs stays raw. Auto-demotion still armed.

PHASE 5 — the standing finding, stated hard: across 18 archetype slots on
three stats, calibrated p_win separates within archetype NO BETTER than
raw. Every slot is one band indistinguishable from its base rate, zero
show lift. Per-archetype separation is not coming from calibration; it
comes from proven factors or it does not exist. Five orders of
calibration have delivered what they can -- honest numbers on two stats --
and nothing on the question the grade product turns on.

p_win never mutated; no Bonferroni slot; the robust-claim test ran before
any calibrator was built and could have ended the session at Phase 2.
Counter and frozen clusters verified file-by-file, including calibration.js
and calibrationService.js, both untouched and simply off the serving path.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1sivYNqY2TS5ftykmHBU9
This commit is contained in:
Kev
2026-08-06 23:20:05 -04:00
parent ced40421ed
commit 74cf1ce974
8 changed files with 882 additions and 47 deletions
+189
View File
@@ -0,0 +1,189 @@
#!/usr/bin/env node
'use strict';
/**
* PHASE 1 — is the favourite-longshot bias real WITHOUT a calibration map?
*
* Four orders have refined a stability gate on 19 dates. LODO turned out to be
* structurally underpowered (0.0140.093) and the deploy intervals rest on 24
* date clusters. So we stop certifying the stability of a specific MAP, and ask
* the one question this sample might actually answer:
*
* does the model over-predict its own favourites, robustly?
*
* That claim is MODEL-FREE and MAP-FREE — it is a property of (p_win, outcome)
* pairs, needs no isotonic fit, and can therefore be tested without any of the
* machinery whose stability we cannot certify.
*
* ── DATE-BLOCK BOOTSTRAP ─────────────────────────────────────────────────
* Resampling ROWS would treat 200 props from one night as 200 readings of that
* night's offensive environment. Whole DATES are resampled instead, which is the
* honest unit and a far harsher one at 517 dates.
*
* VERDICT is pre-stated: ROBUST iff the >0.9 over-prediction sign survives in
* >=95% of pooled date-block resamples AND replicates in >=3 of 4 stats on the
* same criterion. Anything else is NOT-ROBUST, and NOT-ROBUST means we serve raw.
*
* SUPABASE_URL=... node scripts/test-favourite-bias-robust.js
*/
require('dotenv').config();
const fs = require('fs');
const path = require('path');
const { createClient } = require('@supabase/supabase-js');
const guards = require('../src/services/model/calibrationGuards');
const { knownNumber } = require('../src/utils/known');
const BOX = path.join(process.cwd(), '.seq-cache', 'batting-lines.json');
const STATS = ['hits', 'total_bases', 'rbi', 'runs'];
const PAGE = 1000;
const FAVOURITE_FLOOR = 0.9;
const ITERS = 5000;
/** Pre-stated pass marks. */
const SIGN_STABILITY_REQUIRED = 0.95;
const STATS_MUST_REPLICATE = 3;
const FIELD = { hits: (b) => b.hits, total_bases: (b) => b.totalBases, rbi: (b) => b.rbi, runs: (b) => b.runs };
const mean = (xs) => (xs.length ? xs.reduce((a, b) => a + b, 0) / xs.length : null);
async function page(sb, t, s, f) {
const o = [];
for (let i = 0; ; i += PAGE) {
const { data, error } = await f(sb.from(t).select(s)).order('id', { ascending: true }).range(i, i + PAGE - 1);
if (error) throw error;
if (!data.length) break;
o.push(...data);
if (data.length < PAGE) break;
}
return o;
}
const isPreGame = (c, g) => {
const et = new Date(new Date(c).getTime() - 4 * 3600 * 1000);
const d = et.toISOString().slice(0, 10);
return d < g || (d === g && et.getUTCHours() < 19);
};
function makeRnd(seed) {
let s = seed >>> 0;
return () => { s ^= s << 13; s >>>= 0; s ^= s >>> 17; s ^= s << 5; s >>>= 0; return s / 4294967296; };
}
/** Over-prediction in the favourite bin: predicted realized. Positive = over. */
function favouriteBias(rows) {
const fav = rows.filter((r) => r.p >= FAVOURITE_FLOOR);
if (fav.length < 5) return null;
return mean(fav.map((r) => r.p)) - mean(fav.map((r) => r.won));
}
/** Resample whole DATES with replacement; report how often the sign survives. */
function dateBlockSignStability(rows, seed) {
const byDate = new Map();
for (const r of rows) {
if (!byDate.has(r.date)) byDate.set(r.date, []);
byDate.get(r.date).push(r);
}
const keys = [...byDate.keys()];
const rnd = makeRnd(seed);
let positive = 0; let indeterminate = 0; const draws = [];
for (let it = 0; it < ITERS; it += 1) {
const sample = [];
for (let i = 0; i < keys.length; i += 1) sample.push(...byDate.get(keys[Math.floor(rnd() * keys.length)]));
const b = favouriteBias(sample);
// A resample with too few favourites cannot speak — counted, never guessed.
if (b === null) { indeterminate += 1; continue; }
draws.push(b);
if (b > 0) positive += 1;
}
const usable = ITERS - indeterminate;
draws.sort((a, b) => a - b);
return {
date_blocks: keys.length,
usable_resamples: usable,
indeterminate_resamples: indeterminate,
sign_stability: usable ? round4(positive / usable) : null,
ci_90: draws.length ? [round4(draws[Math.floor(draws.length * 0.05)]), round4(draws[Math.floor(draws.length * 0.95)])] : null,
};
}
function deciles(rows) {
const out = [];
for (let lo = 0.3; lo < 1.0; lo += 0.1) {
const hi = lo + 0.1;
const slice = rows.filter((r) => r.p >= lo && (hi >= 1 ? r.p <= 1 : r.p < hi));
if (slice.length < 15) continue;
const pred = mean(slice.map((r) => r.p));
const real = mean(slice.map((r) => r.won));
out.push({ bin: [round2(lo), round2(hi)], n: slice.length, predicted: round4(pred), realized: round4(real), over_prediction: round4(pred - real) });
}
return out;
}
(async () => {
const sb = createClient(process.env.SUPABASE_URL,
process.env.SUPABASE_SERVICE_ROLE_KEY || process.env.SUPABASE_SERVICE_KEY, { auth: { persistSession: false } });
const lines = JSON.parse(fs.readFileSync(BOX, 'utf8')).lines;
const snaps = await page(sb, 'model_snapshots',
'id, game_date, captured_at, stat, player_key, line, side, p_win, refused',
(q) => q.eq('sport', 'mlb').in('stat', STATS));
const picked = new Map();
for (const r of snaps) {
if (!isPreGame(r.captured_at, r.game_date) || r.refused || knownNumber(r.p_win) === null) continue;
const k = [r.game_date, r.stat, r.player_key, r.line].join('|');
const prev = picked.get(k);
if (!prev || knownNumber(r.p_win) > knownNumber(prev.p_win)) picked.set(k, r);
}
guards.assertPickedSideDedup([...picked.values()].map((r) => ({
propKey: [r.game_date, r.stat, r.player_key, r.line].join('|'), side: r.side, p: knownNumber(r.p_win),
})));
const byStat = {}; const pooled = [];
for (const stat of STATS) byStat[stat] = [];
for (const r of picked.values()) {
const b = lines[`${r.game_date}|${r.player_key}`];
const L = knownNumber(r.line);
if (!b || L === null || !r.side) continue;
const v = knownNumber(FIELD[r.stat](b));
if (v === null) continue;
const over = v > L;
const row = { date: r.game_date, p: knownNumber(r.p_win), won: (String(r.side).toLowerCase() === 'under' ? !over : over) ? 1 : 0 };
byStat[r.stat].push(row); pooled.push(row);
}
const pooledResult = {
n: pooled.length,
deciles: deciles(pooled),
favourite_bias: round4(favouriteBias(pooled)),
...dateBlockSignStability(pooled, 20260808),
};
const perStat = {};
let replicated = 0;
for (const stat of STATS) {
const rows = byStat[stat];
const fb = favouriteBias(rows);
const stab = dateBlockSignStability(rows, 20260808);
const ok = fb !== null && fb > 0 && stab.sign_stability !== null && stab.sign_stability >= SIGN_STABILITY_REQUIRED;
if (ok) replicated += 1;
perStat[stat] = { n: rows.length, deciles: deciles(rows), favourite_bias: fb === null ? null : round4(fb), ...stab, replicates: ok };
}
const pooledOk = pooledResult.favourite_bias > 0 && pooledResult.sign_stability >= SIGN_STABILITY_REQUIRED;
const verdict = pooledOk && replicated >= STATS_MUST_REPLICATE ? 'ROBUST' : 'NOT-ROBUST';
console.log(JSON.stringify({
phase: 'PHASE 1 — model-free, map-free favourite-longshot bias test',
criteria: { sign_stability_required: SIGN_STABILITY_REQUIRED, stats_must_replicate: STATS_MUST_REPLICATE, favourite_floor: FAVOURITE_FLOOR },
pooled: pooledResult,
per_stat: perStat,
stats_replicating: replicated,
VERDICT: verdict,
consequence: verdict === 'ROBUST'
? 'proceed to a low-parameter correction, validated as a NEW estimator'
: 'serve raw; the bias is not certifiable on this sample',
}, null, 2));
process.exit(0);
})().catch((e) => { console.error(e); process.exit(1); });
const round4 = (v) => (v == null || !Number.isFinite(v) ? null : Math.round(v * 10000) / 10000);
const round2 = (v) => Math.round(v * 100) / 100;
+131
View File
@@ -0,0 +1,131 @@
#!/usr/bin/env node
'use strict';
/**
* PHASE 3 — validate the low-parameter correction as a NEW estimator.
*
* No grandfathering: it must beat RAW out-of-sample with a DATE-BLOCK bootstrap
* interval excluding zero. It is also scored against the retired isotonic map on
* the identical held-out rows, so the swap is a measured comparison rather than
* a preference.
*/
require('dotenv').config();
const fs = require('fs');
const path = require('path');
const { createClient } = require('@supabase/supabase-js');
const cal = require('../src/services/model/calibration');
const lp = require('../src/services/model/lowParamCalibrator');
const guards = require('../src/services/model/calibrationGuards');
const { knownNumber } = require('../src/utils/known');
const BOX = path.join(process.cwd(), '.seq-cache', 'batting-lines.json');
const STATS = ['hits', 'total_bases', 'rbi', 'runs'];
const PAGE = 1000; const ITERS = 4000;
const FIELD = { hits: (b) => b.hits, total_bases: (b) => b.totalBases, rbi: (b) => b.rbi, runs: (b) => b.runs };
const mean = (xs) => (xs.length ? xs.reduce((a, b) => a + b, 0) / xs.length : null);
async function page(sb, t, s, f) {
const o = [];
for (let i = 0; ; i += PAGE) {
const { data, error } = await f(sb.from(t).select(s)).order('id', { ascending: true }).range(i, i + PAGE - 1);
if (error) throw error; if (!data.length) break; o.push(...data); if (data.length < PAGE) break;
}
return o;
}
const isPreGame = (c, g) => {
const et = new Date(new Date(c).getTime() - 4 * 3600 * 1000);
const d = et.toISOString().slice(0, 10);
return d < g || (d === g && et.getUTCHours() < 19);
};
function makeRnd(seed) { let s = seed >>> 0; return () => { s ^= s << 13; s >>>= 0; s ^= s >>> 17; s ^= s << 5; s >>>= 0; return s / 4294967296; }; }
/** Paired date-block bootstrap on a Brier difference. */
function dateBlockCI(rows, keyA, keyB, seed) {
const byDate = new Map();
for (const r of rows) { if (!byDate.has(r.date)) byDate.set(r.date, []); byDate.get(r.date).push(r); }
const keys = [...byDate.keys()]; const rnd = makeRnd(seed); const diffs = [];
for (let it = 0; it < ITERS; it += 1) {
const s = [];
for (let i = 0; i < keys.length; i += 1) s.push(...byDate.get(keys[Math.floor(rnd() * keys.length)]));
const a = guards.safeBrier(s.map((r) => r[keyA]), s.map((r) => r.won));
const b = guards.safeBrier(s.map((r) => r[keyB]), s.map((r) => r.won));
if (a === null || b === null) continue;
diffs.push(a - b);
}
diffs.sort((x, y) => x - y);
return diffs.length
? { ci: [round4(diffs[Math.floor(diffs.length * 0.025)]), round4(diffs[Math.floor(diffs.length * 0.975)])], date_blocks: keys.length }
: { ci: null, date_blocks: keys.length };
}
(async () => {
const sb = createClient(process.env.SUPABASE_URL, process.env.SUPABASE_SERVICE_ROLE_KEY || process.env.SUPABASE_SERVICE_KEY, { auth: { persistSession: false } });
const lines = JSON.parse(fs.readFileSync(BOX, 'utf8')).lines;
const snaps = await page(sb, 'model_snapshots', 'id, game_date, captured_at, stat, player_key, line, side, p_win, refused',
(q) => q.eq('sport', 'mlb').in('stat', STATS));
const picked = new Map();
for (const r of snaps) {
if (!isPreGame(r.captured_at, r.game_date) || r.refused || knownNumber(r.p_win) === null) continue;
const k = [r.game_date, r.stat, r.player_key, r.line].join('|');
const prev = picked.get(k);
if (!prev || knownNumber(r.p_win) > knownNumber(prev.p_win)) picked.set(k, r);
}
guards.assertPickedSideDedup([...picked.values()].map((r) => ({
propKey: [r.game_date, r.stat, r.player_key, r.line].join('|'), side: r.side, p: knownNumber(r.p_win) })));
const out = {};
for (const stat of STATS) {
const rows = [];
for (const r of picked.values()) {
if (r.stat !== stat) continue;
const b = lines[`${r.game_date}|${r.player_key}`]; const L = knownNumber(r.line);
if (!b || L === null || !r.side) continue;
const v = knownNumber(FIELD[stat](b)); if (v === null) continue;
const over = v > L;
rows.push({ date: r.game_date, p: knownNumber(r.p_win), won: (String(r.side).toLowerCase() === 'under' ? !over : over) ? 1 : 0 });
}
rows.sort((a, b) => String(a.date).localeCompare(String(b.date)));
const dates = [...new Set(rows.map((r) => r.date))].sort();
const perDate = new Map(); for (const r of rows) perDate.set(r.date, (perDate.get(r.date) || 0) + 1);
let acc = 0; let cut = dates[dates.length - 1];
for (const d of dates) { acc += perDate.get(d); if (acc >= rows.length * 0.45) { cut = d; break; } }
const fit = rows.filter((r) => r.date < cut);
const ev = rows.filter((r) => r.date >= cut);
const platt = lp.fitPlatt(fit);
const iso = cal.fitIsotonic(fit.map((r) => ({ p: r.p, won: r.won })));
if (!platt || ev.length < 50) {
out[stat] = { n: rows.length, fit_n: fit.length, eval_n: ev.length, decision: 'REFUSE', reason: 'no low-parameter fit or too little held out' };
continue;
}
const scored = ev.map((r) => ({ ...r, plat: lp.applyPlatt(platt, r.p), isoP: iso ? cal.applyIsotonic(iso, r.p) : null }))
.filter((r) => knownNumber(r.plat) !== null);
const ys = scored.map((r) => r.won);
const bRaw = guards.safeBrier(scored.map((r) => r.p), ys);
const bPlat = guards.safeBrier(scored.map((r) => r.plat), ys);
const isoRows = scored.filter((r) => knownNumber(r.isoP) !== null);
const bIso = isoRows.length ? guards.safeBrier(isoRows.map((r) => r.isoP), isoRows.map((r) => r.won)) : null;
const vsRaw = dateBlockCI(scored, 'plat', 'p', 20260808);
const vsIso = isoRows.length ? dateBlockCI(isoRows, 'plat', 'isoP', 20260808) : { ci: null };
const beatsRaw = bPlat < bRaw && vsRaw.ci && vsRaw.ci[1] < 0;
out[stat] = {
n: rows.length, dates: dates.length, split_at: cut, fit_n: fit.length, eval_n: scored.length,
platt: { a: platt.a, b: platt.b, flattens: platt.flattens, fit_dates: platt.fit_dates, shrinkage: platt.shrinkage },
brier_raw: round4(bRaw), brier_lowparam: round4(bPlat), brier_isotonic: bIso === null ? null : round4(bIso),
delta_vs_raw: round4(bPlat - bRaw), ci_vs_raw: vsRaw.ci, eval_date_blocks: vsRaw.date_blocks,
delta_vs_isotonic: bIso === null ? null : round4(bPlat - bIso), ci_vs_isotonic: vsIso.ci,
decision: beatsRaw ? 'DEPLOY-PROVISIONAL' : 'REFUSE',
reason: beatsRaw ? 'beats raw out-of-sample with a date-block interval excluding zero'
: 'does not beat raw at a date-block interval excluding zero',
};
}
console.log(JSON.stringify(out, null, 2));
process.exit(0);
})().catch((e) => { console.error(e); process.exit(1); });
const round4 = (v) => (v == null || !Number.isFinite(v) ? null : Math.round(v * 10000) / 10000);