document research basis for phase plans

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dirtydishes 2026-06-16 13:53:54 -04:00
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No source code was modified. The current architecture is **not suitable as-is**, but it is **close enough to refactor, not rewrite**. The stack is right; the domain language and pipeline shape are not.
Research direction: direct observation → inference → hypothesis, with preserved evidence and visible uncertainty. See [smart-flow-market-mechanics.md](/Users/kell/dev/islandflow/docs/research-docs/smart-flow-market-mechanics.md:7).
Research direction: direct observation → inference → hypothesis, with preserved evidence and visible uncertainty.
Key code evidence: `FlowPacket` is a generic feature bag in [events.ts](/Users/kell/dev/islandflow/packages/types/src/events.ts:193), `SmartMoneyEvent` already has useful score/abstention fields in [events.ts](/Users/kell/dev/islandflow/packages/types/src/events.ts:283), compute emits smart-money events then compatibility hits/alerts in [index.ts](/Users/kell/dev/islandflow/services/compute/src/index.ts:1086), storage keeps core hypothesis detail as JSON in [smart-money-events.ts](/Users/kell/dev/islandflow/packages/storage/src/smart-money-events.ts:24), and replay currently replays raw market streams rather than validating the whole derived pipeline in [replay/index.ts](/Users/kell/dev/islandflow/services/replay/src/index.ts:69).
## Source Documents
- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../research-docs/smart-flow-market-mechanics.md)
- Research architecture review copy: [`docs/research-docs/smart-flow-architecture-review.md`](../research-docs/smart-flow-architecture-review.md)
These research documents explain the rationale. They are background, not implementation scope; execution scope lives in the Beads issue and the relevant phase document.
## Area Classification
| Area | Call | Architecture Review |

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- Recommendation: **Option B — Refactor**. Conservative work would trap determinism inside ingest adapters; full redesign is premature. Refactor makes synthetic generation first-class while keeping the useful NATS, ClickHouse, compute, API, and web stack.
- Core direction: build a no-history, seeded, manifest-driven synthetic event engine with canonical real event types, separate labels/manifests, deterministic replay, fixture generation, load profiles, and demo scenarios.
## Source Documents
- Research report: [`docs/research-docs/synthetic-market-data-generation.md`](../research-docs/synthetic-market-data-generation.md)
- Research architecture review copy: [`docs/research-docs/synthetic-data-architecture-review.md`](../research-docs/synthetic-data-architecture-review.md)
These research documents explain the rationale. They are background, not implementation scope; execution scope lives in the Beads issue and the relevant phase document.
## Direct Answers
1. Synthetic generation should be a **combination**: a reusable `@islandflow/synthetic-market` package, a CLI for fixture/run generation, replay-source integration, test fixture helpers, and demo presets. A service should be only a thin live/demo emitter.
2. Synthetic events should map to existing canonical event types: `OptionPrint`, `OptionNBBO`, `EquityPrint`, and `EquityQuote`. Do not create parallel synthetic-only market event types for the main pipeline.