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builtbykev 6b17f79367 Per-archetype re-audit: no slot reaches 500, and the replication unit
decided everything

The premise does not hold. prove-hit-factors.js has no date filter
anywhere in it and pages the full table -- there was never a window to
widen. Full clean history is 1,266 rows, not 2,715. platoon was not
"proved" last session, it was explicitly held on 4.5%-median-contaminated
season-to-date splits, and pitcher_contact_profile was demoted. The
proven set going in was one factor, not three.

STEP 1: no archetype slot reaches n>=500 on full history. Best is BOMBER
at 408, and BOMBER is the most common archetype on the board. GHOST 173,
BRUSH 64, DRIVER 43, CATALYST 16. These are confirmed genuinely short,
not artifacts.

STEP 2 is where the real finding is. park_hits initially PROVED at 619
rows across 45 games -- but those games only ever visited 14 distinct
park values. A park effect is replicated across parks, and unmodelled
park heterogeneity is confounded with the thing being estimated. Each
factor is now clustered on the coarser of the game and the entity its
treatment rides on.

That flipped two verdicts and confirms Kev's causal-correctness thesis
from a new direction: defense_by_direction has 442 hitter-team units of
replication where crude team defense has 26. The correct atom is not just
more accurate, it is the only one measurable at all. park_hits (14) and
defense (26) can never be validated however long the ledger runs -- the
same ceiling as park dimensions, reached independently.

Also fixed a bar I got wrong last session: I transplanted the 500-row
floor onto clusters, which refused a factor with 1,059 rows over 85 games
while answering neither question. Two floors now -- rows>=500 for a stable
estimate, clusters>=40 for a trustworthy interval. Not a lowered bar:
park_hits and defense are still refused.

PROVEN: defense_by_direction only, pooled, [-0.0054,-0.0012] at 99 tests.
It stays POOLED-ONLY -- no per-archetype reasoning wired, nothing
grandfathered. The card must not say "GHOST: defence matchup strong"
because we have not earned that sentence. The predicted fingerprint did
not appear either: BOMBER -0.0036 vs GHOST -0.0024, the opposite
direction, both noise-dominated. Recorded so it is not claimed later.

RESCALE: NOT READY. One proven factor worth -0.0031 Brier. Rescaling on
that is relabelling.

Counter and frozen clusters byte-identical.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1sivYNqY2TS5ftykmHBU9
2026-08-05 19:58:37 -04:00
builtbykev 7b85934dc3 Under-querying vs out of data: the answer depends on the unit
The platoon test's n=452 described how much of the JOIN survived, not how
much data exists. There are 1,266 clean settled hits rows and zero
quarantined ones. platoon_splits had been ingested from tonight's lineups
only (315 players), so any hitter who settled a prop without appearing in
an ingest-day lineup was silently absent from every test.

Backfilled all 380 hitters (81 fetched, 0 unresolved). Re-ran on 1,059
rows, up from 452.

THE DEMOTION IS THE HEADLINE. pitcher_contact_profile, the strongest
proven factor in the programme (-0.0064, CI [-0.0113,-0.0014]), roughly
halved to -0.0034 on more than double the sample and its corrected
interval now spans zero. The Bonferroni denominator also rose to 55,
which widens every interval -- but a denominator cannot move a point
estimate, and that halved on its own.

platoon and platoon_severity now clear the bar and are NOT promoted.
Upper bound -0.0001, on season-to-date splits that contain the games they
predict: measured contamination is 4.5% median, 12.4% at p90, 137% worst.
I had assumed ~1%. They stay CANDIDATE pending point-in-time splits.

GAME-LEVEL IS A DIFFERENT PROBLEM. game_context held zero weather rows
ever -- not because the fetcher was wrong (it correctly targets
Open-Meteo's archive) but because ledger_entries keys a game as
mlb:2026-08-03:Away@Home and game_context keys it as mlb:823437. Every
lookup missed and NULL columns read as honest absence. Third occurrence
of that class.

Fixed the join: 96/101 settled games now carry actual archived weather,
park dimensions backfilled 15 -> 30 venues.

But 928 total_bases rows sit on 47 games at 17.6 rows per game. Park and
weather assign one value per game, so resampling rows would have
manufactured a pass. factorGate now resamples clusters when rows carry
one and judges sample against effective_n; unclustered rows keep the
original path byte-for-byte. Verdict: 47 clusters < 500, and the point
estimate is +0.0011 -- worse, not merely unproven.

Weather needs ~57 more days. Park dimensions need never: there are 30
ballparks in MLB, so a venue-constant factor can never reach 500
independent units. That bar was built for player-level factors and does
not transfer.

Wind is refused. We have speed and bearing for all 96 games; we lack park
orientation, and 220 degrees is blowing out at one park and in at
another. Using speed alone would assert an effect while discarding the
sign that decides what it is.

Counter and frozen clusters untouched.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1sivYNqY2TS5ftykmHBU9
2026-08-05 19:30:17 -04:00
builtbykev 6452926732 Retain raw weather, and record platoon severity 48 rows short
Two fixes in the weather path, and the second was hiding behind the first. The
scalar weather_mod cannot express a hit-TYPE conversion at all -- wind out and
warm turning fly balls into extra bases, and cold heavy air turning them into
outs, collapse to the same number once multiplied -- so the raw temperature,
wind speed and wind direction are now retained alongside it.

And the old guard only kept the environment when the multiplier was not 1,
which silently discarded the forecast for every ordinary night. That is the
majority of games, and precisely the rows a hit-type model would need in order
to learn what ordinary looks like.

Platoon severity is built and measured at n=452, which is 48 rows short of the
gate: CANDIDATE_PENDING, neither proven nor theatre. It moves less than flat
platoon (0.021 against 0.026), consistent with the pattern, and its Brier point
estimate is favourable but the corrected interval still spans zero.

Worth naming: the refusal costs sample, and that is the design working. Flat
platoon scores 741 rows because it will happily apply a boost to anyone;
severity scores 452 because the other 289 are hitters whose split we cannot
actually read at 60 plate appearances on the short side. Buying those rows back
by shrinking instead of refusing would have produced a number indistinguishable
from a measured league-average split, which is a different claim from the one
the data supports.

Park dimensions are ingested and verified in production across fifteen venues,
joined by the venue the game is actually at rather than inferred from the home
team -- neutral-site and international games break that assumption without
surfacing an error.

The park-and-weather-to-hit-type atom is NOT built. Its inputs landed this
session and carry a single as_of date, so testing it on total_bases would be
scoring games with inputs that postdate them. Building it now would produce
something plausible rather than something proven.

Proven factors for hits remain pitcher_contact_profile and
defense_by_direction. 4,307 tests green (344 suites); web build exit 0.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1sivYNqY2TS5ftykmHBU9
2026-08-04 20:40:56 -04:00
builtbykev 20c45cbcd1 The causally-correct defence atom proves where the crude one did not
Kev's insight holds, and the data says so cleanly. defense_by_direction PROVES
on hits -- n=528, Brier -0.0034, interval [-0.0059, -0.0009] at the 99.9% level
the cumulative correction now demands -- while team-average defence remains not
proven, its interval still spanning zero. Same signal, same rows, different
unit.

The detail worth keeping is that the causally-correct atom moves the number
LESS THAN HALF as much as the crude one, 0.013 against 0.030, and is the one
that is reliably right. The team average was moving more and knowing less. Big
movement is not evidence of a good factor; it is frequently the tell.

Both halves turned out to be free, as the order expected. Savant's batted-ball
leaderboard carries pull/straight/oppo crossed with ground/air for 609 hitters
-- the statcast leaderboard we already pull does not, it has nineteen columns
and no direction at all -- and the OAA feed already carries each fielder's
position, so per-position defence is a regrouping of last week's ingest rather
than a new source. Verified in production: 609 spray profiles, 31 teams.

Handedness is what joins them and getting it backwards would have been
invisible. Pull for a right-handed hitter is the left side; for a left-handed
hitter it is the right side. A model that ignored `bats` would send half the
league's grounders to the wrong infielders and still look like it was reading
defence, and nothing downstream would have caught it. Switch hitters bat
opposite the pitcher, which this does not resolve, so they are unreadable
rather than guessed.

Unmeasured zones are renormalised away rather than contributing a zero, since a
zero asserts an exactly-average fielder standing there, and coverage states
honestly what share of a hitter's contact we could actually read.

ATOM 2 is input-blocked rather than sample-blocked, and the distinction matters
because waiting will not fix it. The weather free-source check passes --
Open-Meteo is already wired and exposes temperature, wind speed, wind direction
and precipitation -- but those raw fields are collapsed into a single scalar
modifier and wx_forecast is empty on all 1,119 settled rows. Park DIMENSIONS
are not ingested at all; parkFactors holds coefficients, not wall heights or
fence distances. A park-and-weather-to-hit-type conversion needs both, so it is
scoped rather than half-built: retaining the raw weather fields is the cheap
half, dimensions are the missing one.

Proven factors for hits are now pitcher_contact_profile and
defense_by_direction, both pooled; every per-archetype slot remains
sample-blocked.

4,297 tests green (342 suites); web build exit 0.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1sivYNqY2TS5ftykmHBU9
2026-08-04 20:01:09 -04:00
builtbykev a9ee55550b Build the two-part factor gate: one factor proves, and zero are theatre
The question was whether the hit grade reads tonight's game or just says he is
due. Answering it needed a gate that correlation cannot provide, because
correlation cannot separate the two ways a factor looks alive: it reads the
game, or it moves the number and reads nothing. The second is what a product
ships by accident -- arch-v1 moved 76% of rows by 2.5 points, changed
resolution by 0.0000, and was live for months, and no user could have told.

So a factor must now clear both conditions: move the prediction off the
player's own leave-one-out base rate, AND improve out-of-sample Brier. Brier
rather than correlation, because correlation asks whether the ordering improved
and this asks whether the NUMBER got closer to what happened -- and for a graded
probability the number is the product.

The correction applies to the interval itself, which turned out to matter more
than expected. A plain 95% CI is the right bar for one test; at fifty
cumulative tests roughly two or three intervals exclude zero by chance alone.
Widening to 1 - 0.05/tests, currently 99.9%, flipped both defence and platoon
out of "proves". A 95% interval would have shipped two unproven factors into
the grade, with reasoning text explaining them to users.

That forced a distinction I had initially collapsed. Defence and platoon have
FAVOURABLE point estimates whose corrected intervals merely span zero, and
calling that THEATER would repeat the error this codebase keeps correcting:
insufficient evidence is not evidence of absence. THEATER is now reserved for
its one real meaning -- moves the number, reads nothing -- and
NOT_PROVEN_AT_CORRECTED_BAR names a real candidate held to a bar that rises with
every hypothesis the programme tests.

Result on 741 settled hits rows: pitcher_contact_profile PROVES, improving
Brier by 0.0066 with a 99.9% interval of [-0.0114, -0.0016]. Defence (-0.0043)
and platoon (-0.0039) are not proven at the corrected bar. Park is
sample-blocked at n=405. Zero factors are theatre, which is the genuinely good
news: nothing decorative is being wired. Per-archetype every slot is
sample-blocked (BOMBER 252-294, GHOST 67-125).

Two spec gaps worth recording. The approach identities the order names -- SPRAY,
DAMAGE-DEALER, COUNT-WORKER -- do not exist in the registry; the MLB batter
archetypes are BOMBER, GHOST, TORCH, BRUSH, DRIVER, FLEX, ALPHA, HYBRID and
CATALYST. And parkFactors maps hits to run_base, so there is no hits-specific
park factor at all: a park that turns outs into hits without producing runs is
invisible to the input we have.

The grade rescale is NOT run. It was explicitly gated on the factor proving,
and one pooled factor worth 0.0066 of Brier is not a factor-informed
distribution -- rescaling on it would dress a base-rate model as a matchup
model, which is the exact thing this gate was built to prevent.

4,286 tests green (340 suites); web build exit 0.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1sivYNqY2TS5ftykmHBU9
2026-08-04 19:30:18 -04:00