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docs: CLV instrument repair + the straight finding (unders lag the close)

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closing_prob 59 -> 406 (MLB 248, WNBA 158). Root cause was attachClosingProb's
truncated read + write-once market_unavailable, not capture or the join. CLV
measured: MLB unders lag the close (mean -9.1 prob-pts, 74% lose), MLB overs
+2.0, WNBA flat -> the +4.57% MLB-C and over/under asymmetry are substantially
stale-line artifacts. Unblocks the proj-v1.1 proof order.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VsztNChZ7vEvSR61AuMhD1
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Kev
2026-07-28 19:04:50 -04:00
parent 6552281661
commit b8ee216c62
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outputs/VYNDR-COMPLETION-MATRIX.md
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@@ -139,6 +139,6 @@ scorer, pipeline, or real feature touched. Updated HONEST cells:
## KNOWN HONESTY GAPS (not fixed this order — logged, not fabrication)
- **Hit rate 59% (n=763) shown without ROI/CLV** — thin, not false. ROI/CLV surfacing is a later build.
- **CLV starved** — 88,290 priced captures → only 59 usable closing_prob, 0 MLB fair_prob_lock. The CLV funnel is a separate order.
- **CLV instrument REPAIRED 2026-07-28** (commit 6552281). Was: 59 usable closing_prob. Now: **406** (MLB 248, WNBA 158) — the collapse was `attachClosingProb`'s `.limit(50000)`/no-ORDER-BY read + write-once `market_unavailable`, NOT capture (95% per-prop coverage) or the join (0 key mismatches). **CLV finding, straight: MLB unders lag the close (mean −9.1 prob-pts, 74% lose); MLB overs +2.0; WNBA flat.** → the +4.57% MLB-C and over/under asymmetry are substantially stale-line artifacts. This UNBLOCKS the proof order (proj-v1.1), which gates promoting p_win/ev to served grades.
**Honest state after this order: "no KNOWN live fabrications" — not "provably none."** The audit was thorough (repo + prod), but absence of a claim of falsehood is not a proof of universal truth.