010a876b3c6983d587b5ef843a6b5df80d1303f1
7 Commits
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07626de3de |
hits-v1: built on the right structure, measured honestly, REFUTED
Hits was diagnosed as a family mismatch: 84% of hits rows trade at 0.5, so the stat rides on P(0), and a negative binomial has unbounded support and no notion of opportunity at all. hits-v1 models it as the bounded conversion it is -- N ~ the player's empirical at-bat distribution, hits|N ~ Binomial(N,q), with the multiplier scaling q (conversion) and never N (opportunity). STEP 0 confirmed the inputs before the model existed: 30/30 real ledger players, 100% combined-input coverage. Every read goes through knownRate -- a row with no atBats is dropped, never counted as a 0-at-bat game. It FIRES: 158/159 hits props (99.4%) on the live production snapshot, through the real attachProjection path. Scoping by book IDENTITY rather than price shape kept 94 out-of-promotion-band props on the board, 93 of them modelled -- 59% that a price rule would have deleted. And it LOST. Point-in-time replay (game log truncated strictly before each row's game_date, real grade-time multiplier), hits-only, direction-aligned, n=242: resolution champion 0.195 / ladder 0.048 / hits-v1 0.026. Paired bootstrap on the same rows: hits-v1 - ladder = -0.022, CI95 excluding zero. Not promoted. The value is in what it eliminates. The family was wrong AND the mean was not the constraint -- hits-v1 moved the line-0.5 mean 0.554 -> 0.581 toward a 0.598 base rate while resolution fell. What is left is per-prop discrimination: the ladder's inputs, not its distribution. The pre-registered fallback is recorded as WRONG rather than deleted. It said hits might be genuinely low-resolution for anyone; the champion scores 0.276 on the identical 189 rows, so there is real signal and the ceiling claim was the comfortable reading, not the honest one. Its own control refuted it, and that control was already in hand when the branch was written. hits-v1 stays wired as a challenger writing its own ledger columns so the forward accrual can confirm the backtest. Champion, ladder, ranking, calibration, reference ruler and the four accruing verdicts are byte-identical -- the diff has zero deleted lines. Tests 4,156 green (332 suites); web build exit 0. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01W1sivYNqY2TS5ftykmHBU9 |
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8c764c22a4 |
Structural hardening: unknown-is-not-zero + takeability-is-book-identity
Both guards are ADDITIVE. The full suite (4,111 -> 4,126 tests, 331 suites) passes unchanged through the migration, which is the evidence that no currently-correct output moved: served path, champion, reference ruler and the four accruing challengers are byte-identical. GUARD 1 -- src/utils/known.js. Number(null)===0 has produced at least SIX separate defects here, including one in a module written the same week its author documented the trap. Per-module vigilance has demonstrably failed, so the rule lives in one place and SEVEN sites now delegate: platoonSplits, projectionChallenger, challengerProjection, contactChallenger, statcastAggregateService, consensusRuler, gradeRanking -- plus compoundTotalBases moved onto knownRate. Two functions, deliberately: knownNumber (any finite number -- a REAL 0 is a fact and must survive) and knownRate (non-negative, rejects booleans -- for counts/rates where `true` or -1 is broken, not thin). Collapsing them is how the next variant gets in. firstKnown() exists because `a || b` discards a measured 0 and `a ?? b` does not. MY OWN GUARD HAD THE BUG IT EXISTS TO PREVENT, and its own test caught it: Number([]) === 0, so an empty array coerced to a measured ZERO. Same trap wearing a different type. Both helpers now reject objects outright. GUARD 2 -- src/config/takeability.js. Takeability is BOOK IDENTITY and never price shape. Baseball prop markets are genuinely thin, juiced and one-sided, and all three are NORMAL structure: betrivers and hardrockbet legitimately quote one side only (5 such rows surfaced in yesterday's re-stamp), and a hits-over at -300 is a real placeable bet. A rule that inferred un-takeability from price extremity or one-sidedness would throw those away while still admitting a DFS book at an ordinary -119 -- exactly backwards, because the -119 is the fake one. THE DISTINCTION THAT MUST NOT COLLAPSE, now enforced by test: isTakeableMarket(book) -- CAN it be bet? (identity) isWithinPriceBand(odds) -- SHOULD we promote? (policy band, floor -160) A -300 DraftKings prop is takeable AND out of band; a PrizePicks -119 is in band AND not takeable. Independent axes. FLAGGED, NOT SILENTLY CHANGED: the ledger's `takeable` column is the PRICE-BAND answer, and its name predates this distinction. Four challengers and the ranking gate read it, so renaming or redefining it is its own order -- doing it here would have changed correct current behaviour under cover of a hardening change. Fixtures are REAL prod rows from the 2026-08-02 re-stamp, not invented. Gates: 4,126 tests / 331 suites green; next build exit 0. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01QJs13VsyiSKYQP6rj3NNmc |
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eabf3b5bcf |
tb-v1: model total_bases as a compound outcome (challenger)
Current ladder (proj_p_over_line) and champion p_win are BYTE-IDENTICAL. tb-v1 writes alongside them, on total_bases props only. STEP 0 -- components confirmed on real data, not assumed. statsapi has no singles field, but hits - doubles - triples - homeRuns reproduces stored totalBases EXACTLY on a real 10-game log. So the decomposition is exact, not an approximation. THE MODEL. Each component gets its own per-game Poisson rate; TB is their weighted sum, and the PMF is built by exact convolution rather than simulated (TB support is small). It inherits the SAME combined multiplier proj-v1.1 computes, so the two models differ only in STRUCTURE. Why this is the fix: with identical mean TB of 1.0, a pure-HR hitter and a pure-singles hitter get P(TB>=4) of 0.221 vs 0.019 -- a 12x difference an NB on TB alone cannot express, because it treats one home run as four events. A test asserts that separation, and asserts P(TB>=4) for a pure-HR hitter equals P(at least one HR) exactly. INDEPENDENCE IS AN APPROXIMATION AND IS LABELLED AS ONE: a plate appearance that becomes a double cannot also become a single, so the components are weakly negatively correlated and independent Poissons slightly overstate the tail. Closer to the truth than what it replaces; not a solved problem. HONEST-ABSENT throughout: fewer than 3 usable games, or no derivable component, returns null and the prop keeps the current ladder value. An inconsistent row (hits < extra-base hits) is SKIPPED rather than clamped to zero -- clamping would invent a plausible line out of a broken one. I HIT THE Number(null)===0 TRAP IN MY OWN CODE and a test caught it: a null rate passed a naive finite check and was treated as a measured zero, which is the difference between "this player never triples" and "we do not know his triple rate". Both tbPmf and tbMean now reject null/''/boolean strictly. Holdout committed: TB ROWS ONLY (49 of 437 settled -- averaging into other stats would hide the effect) and DIRECTION-ALIGNED, since the unaligned comparison is the artifact that accounted for 41% of the ladder's apparent loss. If tb-v1 does NOT improve, the family-mismatch hypothesis is wrong and the mean/similarity branch reopens -- recorded in the query header. Migration applied: proj_tb_p_over + proj_tb_meta, NULL-meaningful. Gates: 4,104 tests / 329 suites green; next build exit 0. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01QJs13VsyiSKYQP6rj3NNmc |
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914a057611 |
proj-v1 book-implied: raw odds → de-vigged FAIR (fix self-flattering basis)
proj_book_implied derived from raw book_odds — VIG-INCLUSIVE. A -110/-110 market
implies 52.4%/side (104.8% sum); fair is 50%. Comparing our P against raw book
overstates the book on both sides, biasing the handicapper test IN OUR FAVOR; on
juiced longshots (the Judge HR -18.5pt case) much of that "edge" was vig, not
disagreement.
Fix (fenced to proj-v1's stored comparison basis): proj_book_implied now derives
from DE-VIGGED FAIR via the grade's g.fair_prob — the SAME multiplicative de-vig
the triplet uses (utils/devig.js), so the basis matches the product's shown fair.
Expressed on the OVER basis (under props → 1 - fair) to match our stored P(≥rung);
traded-rung ladder book_implied likewise. HONEST-NULL where fair is uncomputable
(one-sided market, ~14%) — NEVER a raw-book fallback (that would recreate the vig
bias on a subset and mix two bases in one ledger). proj_factors records
book_implied_basis ('fair_multiplicative'|'none').
Phase 0 (prod-verified): fair reachable at store point (g.fair_prob on the grade,
no threading); 86% batting coverage; method = multiplicative/proportional.
Phase 2 FLAG: multiplicative de-vig mis-splits vig on juiced longshots (favorite-
longshot bias), so a longshot fair still carries known method bias — flagged
per-row (longshot_devig_caveat); a better de-vig (Shin/power) is a separate item.
Phase 3: version bumped proj-v1 → proj-v1.1 so pre-fix (raw-book) and post-fix
(fair) rows never silently mix — the projection model is byte-identical, only the
basis changed; pre-fix rows can't be recomputed (only the graded side's odds were
stored). Champion + arch-v1 + contact-v1 + proj-v1's other columns untouched.
proj suites 26/26.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VCNgGSt5qvcLxaeQqa7Zpj
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e96b0dbb6d |
proj-v1: book-implied from book_odds (grades carry odds, not fair_prob)
The live fingerprint showed proj_book_implied null on every real row: grades carry book_odds/locked_odds (e.g. -264) but NOT a de-vigged fair_prob, so keying the book comparison off fair_prob yielded null. The book ODDS are exactly "the book's implied probability" the handicapper test needs. Now proj_book_implied + the traded rung's book_implied derive from americanToImplied(book_odds), expressed on the OVER basis (under props → 1 - implied) so it's directly comparable to our P(≥rung). Vigged (a known offset the ledger measures both sides of). proj-v1 suites 24/24. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VCNgGSt5qvcLxaeQqa7Zpj |
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316b79733e |
proj-v1 sanity fixes (caught in the real-data induction)
1. matchupRead fly-ball signal: the batter metrics `gb_pct_bb`/`fb_ld_pct` are MISLABELED — they're exit velocities by batted-ball type (Judge fb_ld_pct = 100.3 mph, not a rate), not ground/fly RATES. Switched fly-ball lean to avg_launch_angle (league p10/p50/p90 = 7.1/13.9/20.1°), the correct signal. 2. Absolute rate now fits the FULL season (recency-weighted), not a 20-game window: the window under-sampled rare stats — Judge HR projected 0.11 vs his 0.28 season rate (a fake -32pt edge). Now point=0.27 (matches season); the last-5-2x recency lean is preserved. Post-fix induction (real statsapi logs + real statcast): Judge HR 0.27 (P>=1 0.235 vs book 0.42 -> flags the juiced over), Judge TB P>=2 0.548 vs 0.48 (+6.8pt), thin-hot 3-game P>=1 0.726 / P>=3 0.164 (credible low, thin high), .300 hitter != 3.0. proj-v1 suites 23/23. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VCNgGSt5qvcLxaeQqa7Zpj |
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6386e737b9 |
proj-v1: absolute matchup projection challenger (distribution + full ladder)
A THIRD challenger (after arch-v1, contact-v1), MLB batting v1. Champion is market-relative P(stat>LINE); proj-v1 is ABSOLUTE — what the hitter will DO — emitted as a full distribution from which the WHOLE LADDER (P≥1,P≥2,P≥3) derives. Champion untouched; nothing claimed; the ledger decides per rung, per stat. - projection/distribution.js — Bayesian Gamma-Poisson → negative-binomial predictive. Admits over-dispersion; under-dispersion → Poisson approx (conservative, documented). Uncertainty scales with sample by construction (r=α): thin → WIDE (real mass on P≥1, honestly thin P≥3), thick → tight. NEVER abstains — width carries the honesty. - projection/matchupRead.js — the input the book doesn't use. HONEST FIDELITY: pitcher repertoire is rich (97% pitch-mix) but hitters have NO pitch-type performance, so TRUE repertoire-vs-profile is impossible today. This is the COARSE version (arsenal buckets fastball/sinker/breaking + whiff/hard-hit tendency × hitter whiff/chase/gb-fb/hard-hit) — beats generic L/R, derived + documented + TESTED two-sided. A hitter pitch-type feed unlocks the true form. - projectionChallenger.js — park RELATIVE to the player's own log exposure (isHome→own park, away→opp park; Phase B's raw-multiply bug solved), recency- weighted fit, per-factor breakdown (form/park/weather/platoon/matchup — show your work), full rung set + book-implied per rung. Combined non-form multiplier bounded. - Wired after contact-v1, own try, flag PROJ_V1_ENABLED, reusing arch-v1's already-computed park/weather/platoon (no duplicate env I/O). Own ledger columns (migration 032, applied to prod): distribution, ladder, point, line, our-P, book-implied, factor breakdown — measurable per rung/stat after settle. Phase 0 (prod-verified): venue join via isHome; NB family; uncertainty-as-width; coarse matchup honest fidelity; no lineup-slot (per-game rate, volume implicit). Sanity: thin-hot → wide (credible low rung, thin high rung); .300 hitter ≠ 3.0; matchup two-sided; champion byte-identical. proj-v1 suites 23/23; snapshot/ ledger/siblings 74 green. Forward-only, version-stamped, PROJ_V1_ENABLED kill. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VCNgGSt5qvcLxaeQqa7Zpj |