add readable implementation roadmap docs
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<!doctype html>
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</head>
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<body>
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<main>
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<header class="hero">
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<div>
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<p class="kicker">Implementation Map</p>
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<h1>Implementation Phase Plans</h1>
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<p class="summary">
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The active planning layer for synthetic market-data and smart-money/smart-flow architecture work.
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Architecture reviews and research reports are background; phase documents and Beads issues define execution scope.
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</p>
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<div class="meta">
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<span class="chip">Active scope guide</span>
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<span class="chip blue">Synthetic market data</span>
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<span class="chip good">Smart flow</span>
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</div>
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</div>
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<aside class="decision">
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<span class="label">Precedence</span>
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<strong>Use Beads and phase docs first. Treat research as rationale.</strong>
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<p>If a phase document and an older architecture review disagree, pause and update the active scope before writing code.</p>
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</aside>
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</header>
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<div class="toc" aria-label="Table of contents">
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<p class="toc-title">Jump to</p>
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<nav>
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<a href="#precedence">Precedence</a>
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<a href="#source-plans">Source Plans</a>
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<a href="#rules">Planning Rules</a>
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<a href="#beads">Beads Map</a>
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<a href="#dependencies">Dependency Order</a>
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<a href="#future">Future Work</a>
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</nav>
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</div>
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<section id="precedence">
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<h2>Document Precedence</h2>
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<div class="panel">
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<div class="panel-body">
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<ol class="compact-list">
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<li>Current Beads issue</li>
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<li>Referenced phase document under <code>docs/implementation/</code></li>
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<li>Architecture plan under <code>docs/plans/</code></li>
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<li>Research report under <code>docs/research-docs/</code></li>
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</ol>
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<p>
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This repository uses <code>docs/research-docs/</code> for research reports; <code>docs/research/</code>
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is not present. Research reports provide rationale and useful constraints, but they do not add active
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implementation scope unless that scope is explicitly pulled into a phase document and Beads issue.
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</p>
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</div>
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</div>
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</section>
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<section id="source-plans">
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<h2>Source Plans</h2>
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<div class="grid two">
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<article class="panel">
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<div class="panel-body">
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<h3>Synthetic Market Data</h3>
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<p>Deterministic generation, fixtures, scenarios, replay integration, demos, and future calibration.</p>
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<div class="link-row">
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<a class="chip blue" href="synthetic-market-data/00-roadmap.html">Roadmap HTML</a>
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<a class="chip" href="synthetic-market-data/index.html">Phase dossier</a>
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<a class="chip" href="../plans/synthetic-market-data-architecture-review.html">Architecture HTML</a>
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<a class="chip" href="synthetic-market-data/00-roadmap.md">Roadmap MD</a>
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</div>
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</div>
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</article>
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<article class="panel">
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<div class="panel-body">
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<h3>Smart Money / Smart Flow</h3>
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<p>Contracts, evidence clustering, hypothesis scoring, replay evaluation, explainability, and calibration.</p>
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<div class="link-row">
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<a class="chip good" href="smart-money/00-roadmap.html">Roadmap HTML</a>
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<a class="chip" href="smart-money/index.html">Phase dossier</a>
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<a class="chip" href="../plans/smart-flow-architecture-review.html">Architecture HTML</a>
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<a class="chip" href="smart-money/00-roadmap.md">Roadmap MD</a>
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</div>
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</div>
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</article>
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</div>
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</section>
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<section id="rules">
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<h2>Planning Rules</h2>
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<div class="panel">
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<div class="panel-body">
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<ul class="compact-list">
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<li>Prefer small, reviewable PRs.</li>
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<li>Do not implement an entire architecture plan at once.</li>
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<li>Use Beads issues for execution tracking and dependency management.</li>
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<li>Keep durable architecture and phase detail in these docs, not in long Beads descriptions.</li>
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<li>Synthetic data must emit canonical market event types, not synthetic-only pipeline event types.</li>
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<li>Synthetic labels must remain separate from emitted market events.</li>
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<li>Smart-flow logic must distinguish facts, evidence, hypotheses, confidence, and abstention.</li>
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<li>Historical calibration is future work, not an MVP dependency.</li>
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<li>Early synthetic tests must not require Docker, ClickHouse, NATS, or Redis.</li>
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<li>Synthetic foundations should come before demos, UI controls, or live service work.</li>
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</ul>
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</div>
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</div>
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</section>
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<section id="beads">
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<h2>Beads Map</h2>
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<div class="table-wrap">
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<table>
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<thead>
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<tr>
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<th>Stream</th>
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<th>Epic</th>
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<th>Roadmap</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>Synthetic market data</td>
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<td><code>islandflow-259</code> - Plan synthetic market-data implementation phases</td>
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<td><a href="synthetic-market-data/00-roadmap.html">docs/implementation/synthetic-market-data/00-roadmap.html</a></td>
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</tr>
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<tr>
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<td>Smart money / smart flow</td>
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<td><code>islandflow-zxh</code> - Plan smart-money to smart-flow implementation phases</td>
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<td><a href="smart-money/00-roadmap.html">docs/implementation/smart-money/00-roadmap.html</a></td>
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</tr>
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</tbody>
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</table>
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</div>
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</section>
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<section id="dependencies">
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<h2>Dependency Order</h2>
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<div class="table-wrap">
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<table>
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<thead>
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<tr>
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<th>Order</th>
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<th>Phase</th>
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<th>Beads issue</th>
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<th>Blocks next because</th>
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</tr>
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</thead>
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<tbody>
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<tr><td>1A</td><td>Synthetic deterministic spine</td><td><code>islandflow-259.1</code></td><td>Establishes seeded raw event generation and provenance assumptions for later synthetic work.</td></tr>
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<tr><td>1B</td><td>Smart-flow contracts and vocabulary</td><td><code>islandflow-zxh.1</code></td><td>Can safely run in parallel with synthetic phase 01; defines evidence/hypothesis language before scoring work.</td></tr>
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<tr><td>2</td><td>Synthetic manifests, fixtures, and CLI</td><td><code>islandflow-259.2</code></td><td>Evidence clustering needs deterministic fixtures before broad behavior changes.</td></tr>
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<tr><td>3</td><td>Smart-flow evidence clustering and features</td><td><code>islandflow-zxh.2</code></td><td>Scenario labels need the evidence vocabulary they are expected to exercise.</td></tr>
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<tr><td>4</td><td>Synthetic scenarios, labels, and expected outputs</td><td><code>islandflow-259.3</code></td><td>Hypothesis scoring needs labeled positive, negative, and abstention cases.</td></tr>
|
||||
<tr><td>5</td><td>Smart-flow hypothesis scoring and abstention</td><td><code>islandflow-zxh.3</code></td><td>Synthetic replay integration should validate the derived hypothesis pipeline.</td></tr>
|
||||
<tr><td>6</td><td>Synthetic replay integration</td><td><code>islandflow-259.4</code></td><td>Smart-flow golden tests need replayable synthetic runs.</td></tr>
|
||||
<tr><td>7</td><td>Smart-flow replay evaluation and golden tests</td><td><code>islandflow-zxh.4</code></td><td>Demos should wait until replay proves the semantics.</td></tr>
|
||||
<tr><td>8</td><td>Synthetic demo and load profiles</td><td><code>islandflow-259.5</code></td><td>API/UI explainability should show stable, named, deterministic runs.</td></tr>
|
||||
<tr><td>9</td><td>Smart-flow API/UI explainability</td><td><code>islandflow-zxh.5</code></td><td>Final MVP presentation layer after the evidence pipeline is validated.</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="future">
|
||||
<h2>Future Work</h2>
|
||||
<div class="grid two">
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Synthetic historical calibration</h3>
|
||||
<p><code>islandflow-259.6</code> depends on synthetic phase 05, but is not required for MVP.</p>
|
||||
</div>
|
||||
</article>
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Smart-flow calibration</h3>
|
||||
<p><code>islandflow-zxh.6</code> depends on smart-flow phase 05 and synthetic future calibration, but is not required for MVP.</p>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="related">
|
||||
<h2>Existing Related Issue</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<p>
|
||||
<code>islandflow-9dz</code> already tracks tuning synthetic smart-money scenario coverage. It is narrower
|
||||
than these phase plans and was already in progress before this split. Treat it as related context for
|
||||
<code>docs/implementation/synthetic-market-data/03-scenarios-labels-expected-outputs.md</code>, not as the
|
||||
phase-level tracker.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<footer>
|
||||
HTML companion for docs/implementation/README.md. Source Markdown remains the active editable document.
|
||||
</footer>
|
||||
</main>
|
||||
</body>
|
||||
</html>
|
||||
502
docs/implementation/smart-money/00-roadmap.html
Normal file
502
docs/implementation/smart-money/00-roadmap.html
Normal file
|
|
@ -0,0 +1,502 @@
|
|||
<!doctype html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1" />
|
||||
<title>Smart Money / Smart Flow Roadmap</title>
|
||||
<style>
|
||||
:root {
|
||||
color-scheme: dark;
|
||||
--bg: #06080b;
|
||||
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|
||||
--panel-2: #0d141b;
|
||||
--ink: #e6edf4;
|
||||
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|
||||
--faint: #6e7b8c;
|
||||
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|
||||
--line-strong: rgba(77, 163, 255, 0.34);
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
|
||||
* {
|
||||
box-sizing: border-box;
|
||||
}
|
||||
|
||||
html {
|
||||
scroll-behavior: smooth;
|
||||
}
|
||||
|
||||
body {
|
||||
margin: 0;
|
||||
min-height: 100vh;
|
||||
background:
|
||||
radial-gradient(circle at 16% 0%, rgba(77, 163, 255, 0.1), transparent 26rem),
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
||||
padding: 36px 0 64px;
|
||||
}
|
||||
|
||||
.hero {
|
||||
display: grid;
|
||||
grid-template-columns: minmax(0, 1fr) 340px;
|
||||
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|
||||
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|
||||
padding-bottom: 28px;
|
||||
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|
||||
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|
||||
|
||||
.kicker,
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
|
||||
.kicker,
|
||||
.label,
|
||||
.phase-id {
|
||||
color: var(--blue);
|
||||
}
|
||||
|
||||
h1,
|
||||
h2,
|
||||
h3 {
|
||||
text-wrap: balance;
|
||||
}
|
||||
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
margin: 0 0 14px;
|
||||
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|
||||
font-size: 0.92rem;
|
||||
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|
||||
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|
||||
}
|
||||
|
||||
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|
||||
margin: 0;
|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
margin: 0;
|
||||
color: var(--muted);
|
||||
}
|
||||
|
||||
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|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
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|
||||
color: var(--ink);
|
||||
}
|
||||
|
||||
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|
||||
border: 1px solid rgba(255, 255, 255, 0.09);
|
||||
border-radius: 6px;
|
||||
padding: 0.1rem 0.32rem;
|
||||
background: rgba(255, 255, 255, 0.05);
|
||||
color: var(--ink);
|
||||
font-family: var(--mono);
|
||||
font-size: 0.9em;
|
||||
}
|
||||
|
||||
.summary {
|
||||
max-width: 75ch;
|
||||
margin-top: 18px;
|
||||
color: var(--muted);
|
||||
font-size: 1rem;
|
||||
text-wrap: pretty;
|
||||
}
|
||||
|
||||
.meta,
|
||||
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|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
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|
||||
}
|
||||
|
||||
.meta {
|
||||
margin-top: 20px;
|
||||
}
|
||||
|
||||
.chip {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
min-height: 28px;
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 999px;
|
||||
padding: 5px 10px;
|
||||
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|
||||
color: var(--muted);
|
||||
white-space: nowrap;
|
||||
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|
||||
}
|
||||
|
||||
.chip.primary {
|
||||
border-color: var(--line-strong);
|
||||
background: var(--blue-soft);
|
||||
color: #b8dcff;
|
||||
}
|
||||
|
||||
.chip.good {
|
||||
border-color: rgba(37, 193, 122, 0.34);
|
||||
background: var(--green-soft);
|
||||
color: #a8f1ce;
|
||||
}
|
||||
|
||||
.decision,
|
||||
.panel {
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 8px;
|
||||
background: linear-gradient(180deg, rgba(17, 24, 32, 0.94), rgba(13, 20, 27, 0.94));
|
||||
}
|
||||
|
||||
.decision {
|
||||
border-color: var(--line-strong);
|
||||
padding: 18px;
|
||||
background:
|
||||
linear-gradient(180deg, rgba(77, 163, 255, 0.14), rgba(17, 24, 32, 0.92)),
|
||||
var(--panel);
|
||||
}
|
||||
|
||||
.decision strong {
|
||||
display: block;
|
||||
margin-top: 8px;
|
||||
font-size: 1.18rem;
|
||||
line-height: 1.25;
|
||||
}
|
||||
|
||||
.decision p {
|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
.toc {
|
||||
margin-top: 28px;
|
||||
padding: 14px 0;
|
||||
border-block: 1px solid var(--line);
|
||||
}
|
||||
|
||||
.toc-title {
|
||||
margin: 0 0 10px;
|
||||
color: var(--faint);
|
||||
}
|
||||
|
||||
.toc nav {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.toc a {
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 999px;
|
||||
padding: 7px 10px;
|
||||
background: rgba(255, 255, 255, 0.035);
|
||||
color: var(--muted);
|
||||
font-family: var(--mono);
|
||||
font-size: 0.75rem;
|
||||
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|
||||
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|
||||
|
||||
section {
|
||||
margin-top: 30px;
|
||||
}
|
||||
|
||||
.panel-body {
|
||||
padding: 18px;
|
||||
}
|
||||
|
||||
.grid {
|
||||
display: grid;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.grid.two {
|
||||
grid-template-columns: repeat(2, minmax(0, 1fr));
|
||||
}
|
||||
|
||||
.table-wrap {
|
||||
overflow-x: auto;
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 8px;
|
||||
}
|
||||
|
||||
table {
|
||||
width: 100%;
|
||||
min-width: 820px;
|
||||
border-collapse: collapse;
|
||||
background: rgba(255, 255, 255, 0.025);
|
||||
}
|
||||
|
||||
th,
|
||||
td {
|
||||
border-bottom: 1px solid rgba(255, 255, 255, 0.08);
|
||||
padding: 11px 12px;
|
||||
text-align: left;
|
||||
vertical-align: top;
|
||||
}
|
||||
|
||||
th {
|
||||
color: var(--faint);
|
||||
background: rgba(255, 255, 255, 0.035);
|
||||
}
|
||||
|
||||
td {
|
||||
color: var(--muted);
|
||||
}
|
||||
|
||||
tr:last-child td {
|
||||
border-bottom: 0;
|
||||
}
|
||||
|
||||
.compact-list {
|
||||
margin: 0;
|
||||
padding-left: 1.1rem;
|
||||
}
|
||||
|
||||
.compact-list li {
|
||||
margin: 7px 0;
|
||||
color: var(--muted);
|
||||
}
|
||||
|
||||
.phase-stack {
|
||||
display: grid;
|
||||
gap: 10px;
|
||||
}
|
||||
|
||||
.phase {
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 8px;
|
||||
padding: 13px;
|
||||
background: rgba(255, 255, 255, 0.035);
|
||||
}
|
||||
|
||||
.phase h3 {
|
||||
margin-top: 5px;
|
||||
}
|
||||
|
||||
.phase p {
|
||||
margin-top: 6px;
|
||||
}
|
||||
|
||||
footer {
|
||||
margin-top: 36px;
|
||||
border-top: 1px solid var(--line);
|
||||
padding-top: 16px;
|
||||
color: var(--faint);
|
||||
font-family: var(--mono);
|
||||
font-size: 0.78rem;
|
||||
}
|
||||
|
||||
@media (max-width: 900px) {
|
||||
.hero,
|
||||
.grid.two {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
@media (max-width: 640px) {
|
||||
main {
|
||||
width: min(100% - 24px, 1180px);
|
||||
padding-top: 24px;
|
||||
}
|
||||
|
||||
h1 {
|
||||
font-size: 1.72rem;
|
||||
}
|
||||
|
||||
.panel-body,
|
||||
.decision {
|
||||
padding: 15px;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<main>
|
||||
<header class="hero">
|
||||
<div>
|
||||
<p class="kicker">Smart Flow Roadmap</p>
|
||||
<h1>Smart Money / Smart Flow Roadmap</h1>
|
||||
<p class="summary">
|
||||
Implementation-sized phases for turning smart-money detection into smart-flow inference:
|
||||
observations, evidence clusters, cautious hypotheses, confidence, alternatives, abstention,
|
||||
replay evaluation, and user-facing insight projections.
|
||||
</p>
|
||||
<div class="meta">
|
||||
<span class="chip primary">Beads islandflow-zxh</span>
|
||||
<span class="chip good">Recommended: Option B</span>
|
||||
<span class="chip">MVP before calibration</span>
|
||||
</div>
|
||||
</div>
|
||||
<aside class="decision">
|
||||
<span class="label">Scope Rule</span>
|
||||
<strong>Research is rationale. Beads and phase docs define implementation scope.</strong>
|
||||
<p>Do not treat smart money as a canonical fact emitted by the system.</p>
|
||||
</aside>
|
||||
</header>
|
||||
|
||||
<div class="toc" aria-label="Table of contents">
|
||||
<p class="toc-title">Jump to</p>
|
||||
<nav>
|
||||
<a href="#links">Linked Docs</a>
|
||||
<a href="#constraints">Core Constraints</a>
|
||||
<a href="#sequence">Phase Sequence</a>
|
||||
<a href="#splits">PR Splits</a>
|
||||
<a href="#epic">Matching Epic</a>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<section id="links">
|
||||
<h2>Linked Docs</h2>
|
||||
<div class="grid two">
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Active Implementation Set</h3>
|
||||
<p>Use these while planning or implementing smart-flow phase work.</p>
|
||||
<div class="link-row">
|
||||
<a class="chip primary" href="../index.html">Implementation overview</a>
|
||||
<a class="chip" href="index.html">Full phase dossier</a>
|
||||
<a class="chip" href="00-roadmap.md">Roadmap Markdown</a>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Background Plans</h3>
|
||||
<p>These explain rationale, but do not add scope unless pulled into a phase doc and Beads issue.</p>
|
||||
<div class="link-row">
|
||||
<a class="chip" href="../../plans/smart-flow-architecture-review.html">Architecture HTML</a>
|
||||
<a class="chip" href="../../plans/smart-flow-architecture-review.md">Architecture Markdown</a>
|
||||
<a class="chip" href="../../research-docs/smart-flow-market-mechanics.md">Market mechanics research</a>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="constraints">
|
||||
<h2>Core Constraints</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<ul class="compact-list">
|
||||
<li>Do not treat "smart money" as a canonical fact emitted by the system.</li>
|
||||
<li>Distinguish direct facts, evidence, hypotheses, confidence, alternatives, and abstention.</li>
|
||||
<li>Preserve evidence and uncertainty in storage, API, websocket, and UI surfaces.</li>
|
||||
<li>Keep Redis as hot cache only, not hidden baseline truth.</li>
|
||||
<li>Make replay evaluation the acceptance gate before expanding UI confidence.</li>
|
||||
<li>Keep historical or research-grade calibration as future work, not an MVP dependency.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="sequence">
|
||||
<h2>Phase Sequence</h2>
|
||||
<div class="table-wrap">
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Phase</th>
|
||||
<th>Beads issue</th>
|
||||
<th>Depends on</th>
|
||||
<th>Purpose</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>01 - Contracts and vocabulary</td><td><code>islandflow-zxh.1</code></td><td>None; safe parallel with <code>islandflow-259.1</code></td><td>Define evidence/hypothesis/insight contracts and retire canonical overconfidence.</td></tr>
|
||||
<tr><td>02 - Evidence clustering and features</td><td><code>islandflow-zxh.2</code></td><td><code>islandflow-259.2</code></td><td>Extract eligibility, evidence facts, clusters, and traceable features.</td></tr>
|
||||
<tr><td>03 - Hypothesis scoring and abstention</td><td><code>islandflow-zxh.3</code></td><td><code>islandflow-259.3</code></td><td>Score cautious hypotheses and represent abstention/alternatives.</td></tr>
|
||||
<tr><td>04 - Replay evaluation and golden tests</td><td><code>islandflow-zxh.4</code></td><td><code>islandflow-259.4</code></td><td>Validate derived outputs through deterministic replay and golden fixtures.</td></tr>
|
||||
<tr><td>05 - API/UI explainability</td><td><code>islandflow-zxh.5</code></td><td><code>islandflow-259.5</code></td><td>Expose evidence-backed insights and uncertainty to API, WS, and UI.</td></tr>
|
||||
<tr><td>99 - Future calibration</td><td><code>islandflow-zxh.6</code></td><td><code>islandflow-zxh.5</code>, <code>islandflow-259.6</code></td><td>Calibrate confidence and policy behavior later with richer datasets.</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="splits">
|
||||
<h2>PR Split Notes</h2>
|
||||
<div class="phase-stack">
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 02a</span>
|
||||
<h3><code>islandflow-zxh.2.1</code> - Eligibility and evidence facts</h3>
|
||||
<p>Split out the direct fact and eligibility layer before clustering and feature vector work.</p>
|
||||
</article>
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 02b</span>
|
||||
<h3><code>islandflow-zxh.2.2</code> - Clustering and feature vectors</h3>
|
||||
<p>Keep clustering and feature vector changes reviewable after the evidence vocabulary exists.</p>
|
||||
</article>
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 03a</span>
|
||||
<h3><code>islandflow-zxh.3.1</code> - Hypothesis score vectors</h3>
|
||||
<p>Build scoring as a separate semantic layer, not as UI-ready certainty.</p>
|
||||
</article>
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 03b</span>
|
||||
<h3><code>islandflow-zxh.3.2</code> - Abstention and insight projection</h3>
|
||||
<p>Represent alternatives, penalties, and abstention before exposing user-facing insight projections.</p>
|
||||
</article>
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 05a</span>
|
||||
<h3><code>islandflow-zxh.5.1</code> - Evidence API and websocket surfaces</h3>
|
||||
<p>Expose evidence-backed contracts through transport before tuning the presentation layer.</p>
|
||||
</article>
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 05b</span>
|
||||
<h3><code>islandflow-zxh.5.2</code> - UI explainability surfaces</h3>
|
||||
<p>Show evidence quality, confidence vs conviction, alternatives, abstention, and catalyst/noise context.</p>
|
||||
</article>
|
||||
</div>
|
||||
<p class="summary">
|
||||
If an implementation PR crosses contracts, compute, storage, API, and UI in one change, stop and split it.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="epic">
|
||||
<h2>Matching Beads Epic</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<p><code>islandflow-zxh</code> - Plan smart-money to smart-flow implementation phases.</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<footer>
|
||||
HTML companion for docs/implementation/smart-money/00-roadmap.md. Source Markdown remains the active editable document.
|
||||
</footer>
|
||||
</main>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -411,6 +411,9 @@ tr:last-child td { border-bottom: 0; }
|
|||
<span class="issue-chip">Beads islandflow-zxh</span>
|
||||
<span class="status-chip">7 source docs</span>
|
||||
<span class="status-chip">No app code</span>
|
||||
<a class="status-chip" href="../index.html">Implementation overview</a>
|
||||
<a class="status-chip" href="00-roadmap.html">Roadmap HTML</a>
|
||||
<a class="status-chip" href="../../plans/smart-flow-architecture-review.html">Architecture HTML</a>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
|
|
|
|||
481
docs/implementation/synthetic-market-data/00-roadmap.html
Normal file
481
docs/implementation/synthetic-market-data/00-roadmap.html
Normal file
|
|
@ -0,0 +1,481 @@
|
|||
<!doctype html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1" />
|
||||
<title>Synthetic Market-Data Roadmap</title>
|
||||
<style>
|
||||
:root {
|
||||
color-scheme: dark;
|
||||
--bg: #06080b;
|
||||
--panel: #111820;
|
||||
--panel-2: #0d141b;
|
||||
--ink: #e6edf4;
|
||||
--muted: #90a0b2;
|
||||
--faint: #6e7b8c;
|
||||
--line: rgba(255, 255, 255, 0.12);
|
||||
--line-strong: rgba(245, 166, 35, 0.36);
|
||||
--amber: #f5a623;
|
||||
--amber-soft: rgba(245, 166, 35, 0.13);
|
||||
--blue-soft: rgba(77, 163, 255, 0.12);
|
||||
--green-soft: rgba(37, 193, 122, 0.12);
|
||||
--mono: "IBM Plex Mono", ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, monospace;
|
||||
--sans: "IBM Plex Sans", Inter, -apple-system, BlinkMacSystemFont, "Segoe UI", system-ui, sans-serif;
|
||||
}
|
||||
|
||||
* {
|
||||
box-sizing: border-box;
|
||||
}
|
||||
|
||||
html {
|
||||
scroll-behavior: smooth;
|
||||
}
|
||||
|
||||
body {
|
||||
margin: 0;
|
||||
min-height: 100vh;
|
||||
background:
|
||||
radial-gradient(circle at 16% 0%, rgba(245, 166, 35, 0.09), transparent 26rem),
|
||||
linear-gradient(180deg, rgba(17, 24, 32, 0.9), rgba(6, 8, 11, 0.98) 28rem),
|
||||
var(--bg);
|
||||
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|
||||
font: 15px/1.6 var(--sans);
|
||||
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|
||||
|
||||
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|
||||
color: inherit;
|
||||
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|
||||
|
||||
main {
|
||||
width: min(1180px, calc(100% - 32px));
|
||||
margin: 0 auto;
|
||||
padding: 36px 0 64px;
|
||||
}
|
||||
|
||||
.hero {
|
||||
display: grid;
|
||||
grid-template-columns: minmax(0, 1fr) 340px;
|
||||
gap: 28px;
|
||||
align-items: end;
|
||||
padding-bottom: 28px;
|
||||
border-bottom: 1px solid var(--line);
|
||||
}
|
||||
|
||||
.kicker,
|
||||
.label,
|
||||
.chip,
|
||||
th,
|
||||
.toc-title,
|
||||
.phase-id {
|
||||
font-family: var(--mono);
|
||||
font-size: 0.72rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.1em;
|
||||
text-transform: uppercase;
|
||||
}
|
||||
|
||||
.kicker,
|
||||
.label,
|
||||
.phase-id {
|
||||
color: var(--amber);
|
||||
}
|
||||
|
||||
h1,
|
||||
h2,
|
||||
h3 {
|
||||
text-wrap: balance;
|
||||
}
|
||||
|
||||
h1 {
|
||||
max-width: 820px;
|
||||
margin: 0;
|
||||
font-size: 2.35rem;
|
||||
line-height: 1.08;
|
||||
letter-spacing: 0;
|
||||
}
|
||||
|
||||
h2 {
|
||||
margin: 0 0 14px;
|
||||
font-family: var(--mono);
|
||||
font-size: 0.92rem;
|
||||
letter-spacing: 0.09em;
|
||||
text-transform: uppercase;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 1rem;
|
||||
line-height: 1.25;
|
||||
}
|
||||
|
||||
p {
|
||||
margin: 0;
|
||||
color: var(--muted);
|
||||
}
|
||||
|
||||
p + p {
|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
strong {
|
||||
color: var(--ink);
|
||||
}
|
||||
|
||||
code {
|
||||
border: 1px solid rgba(255, 255, 255, 0.09);
|
||||
border-radius: 6px;
|
||||
padding: 0.1rem 0.32rem;
|
||||
background: rgba(255, 255, 255, 0.05);
|
||||
color: var(--ink);
|
||||
font-family: var(--mono);
|
||||
font-size: 0.9em;
|
||||
}
|
||||
|
||||
.summary {
|
||||
max-width: 75ch;
|
||||
margin-top: 18px;
|
||||
color: var(--muted);
|
||||
font-size: 1rem;
|
||||
text-wrap: pretty;
|
||||
}
|
||||
|
||||
.meta,
|
||||
.link-row {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.meta {
|
||||
margin-top: 20px;
|
||||
}
|
||||
|
||||
.chip {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
min-height: 28px;
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 999px;
|
||||
padding: 5px 10px;
|
||||
background: rgba(255, 255, 255, 0.04);
|
||||
color: var(--muted);
|
||||
white-space: nowrap;
|
||||
text-decoration: none;
|
||||
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|
||||
|
||||
.chip.primary {
|
||||
border-color: var(--line-strong);
|
||||
background: var(--amber-soft);
|
||||
color: #ffd58a;
|
||||
}
|
||||
|
||||
.chip.good {
|
||||
border-color: rgba(37, 193, 122, 0.34);
|
||||
background: var(--green-soft);
|
||||
color: #a8f1ce;
|
||||
}
|
||||
|
||||
.decision,
|
||||
.panel {
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 8px;
|
||||
background: linear-gradient(180deg, rgba(17, 24, 32, 0.94), rgba(13, 20, 27, 0.94));
|
||||
}
|
||||
|
||||
.decision {
|
||||
border-color: var(--line-strong);
|
||||
padding: 18px;
|
||||
background:
|
||||
linear-gradient(180deg, rgba(245, 166, 35, 0.14), rgba(17, 24, 32, 0.92)),
|
||||
var(--panel);
|
||||
}
|
||||
|
||||
.decision strong {
|
||||
display: block;
|
||||
margin-top: 8px;
|
||||
font-size: 1.18rem;
|
||||
line-height: 1.25;
|
||||
}
|
||||
|
||||
.decision p {
|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
.toc {
|
||||
margin-top: 28px;
|
||||
padding: 14px 0;
|
||||
border-block: 1px solid var(--line);
|
||||
}
|
||||
|
||||
.toc-title {
|
||||
margin: 0 0 10px;
|
||||
color: var(--faint);
|
||||
}
|
||||
|
||||
.toc nav {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.toc a {
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 999px;
|
||||
padding: 7px 10px;
|
||||
background: rgba(255, 255, 255, 0.035);
|
||||
color: var(--muted);
|
||||
font-family: var(--mono);
|
||||
font-size: 0.75rem;
|
||||
text-decoration: none;
|
||||
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|
||||
|
||||
section {
|
||||
margin-top: 30px;
|
||||
}
|
||||
|
||||
.panel-body {
|
||||
padding: 18px;
|
||||
}
|
||||
|
||||
.grid {
|
||||
display: grid;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.grid.two {
|
||||
grid-template-columns: repeat(2, minmax(0, 1fr));
|
||||
}
|
||||
|
||||
.table-wrap {
|
||||
overflow-x: auto;
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 8px;
|
||||
}
|
||||
|
||||
table {
|
||||
width: 100%;
|
||||
min-width: 820px;
|
||||
border-collapse: collapse;
|
||||
background: rgba(255, 255, 255, 0.025);
|
||||
}
|
||||
|
||||
th,
|
||||
td {
|
||||
border-bottom: 1px solid rgba(255, 255, 255, 0.08);
|
||||
padding: 11px 12px;
|
||||
text-align: left;
|
||||
vertical-align: top;
|
||||
}
|
||||
|
||||
th {
|
||||
color: var(--faint);
|
||||
background: rgba(255, 255, 255, 0.035);
|
||||
}
|
||||
|
||||
td {
|
||||
color: var(--muted);
|
||||
}
|
||||
|
||||
tr:last-child td {
|
||||
border-bottom: 0;
|
||||
}
|
||||
|
||||
.compact-list {
|
||||
margin: 0;
|
||||
padding-left: 1.1rem;
|
||||
}
|
||||
|
||||
.compact-list li {
|
||||
margin: 7px 0;
|
||||
color: var(--muted);
|
||||
}
|
||||
|
||||
.phase-stack {
|
||||
display: grid;
|
||||
gap: 10px;
|
||||
}
|
||||
|
||||
.phase {
|
||||
border: 1px solid var(--line);
|
||||
border-radius: 8px;
|
||||
padding: 13px;
|
||||
background: rgba(255, 255, 255, 0.035);
|
||||
}
|
||||
|
||||
.phase h3 {
|
||||
margin-top: 5px;
|
||||
}
|
||||
|
||||
.phase p {
|
||||
margin-top: 6px;
|
||||
}
|
||||
|
||||
footer {
|
||||
margin-top: 36px;
|
||||
border-top: 1px solid var(--line);
|
||||
padding-top: 16px;
|
||||
color: var(--faint);
|
||||
font-family: var(--mono);
|
||||
font-size: 0.78rem;
|
||||
}
|
||||
|
||||
@media (max-width: 900px) {
|
||||
.hero,
|
||||
.grid.two {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
@media (max-width: 640px) {
|
||||
main {
|
||||
width: min(100% - 24px, 1180px);
|
||||
padding-top: 24px;
|
||||
}
|
||||
|
||||
h1 {
|
||||
font-size: 1.72rem;
|
||||
}
|
||||
|
||||
.panel-body,
|
||||
.decision {
|
||||
padding: 15px;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<main>
|
||||
<header class="hero">
|
||||
<div>
|
||||
<p class="kicker">Synthetic Roadmap</p>
|
||||
<h1>Synthetic Market-Data Roadmap</h1>
|
||||
<p class="summary">
|
||||
Implementation-sized phases for extracting deterministic synthetic generation into a first-class reusable engine
|
||||
while keeping the useful NATS, ClickHouse, compute, API, replay, and web stack.
|
||||
</p>
|
||||
<div class="meta">
|
||||
<span class="chip primary">Beads islandflow-259</span>
|
||||
<span class="chip good">Recommended: Option B</span>
|
||||
<span class="chip">Infra-free early gates</span>
|
||||
</div>
|
||||
</div>
|
||||
<aside class="decision">
|
||||
<span class="label">Scope Rule</span>
|
||||
<strong>Emit canonical market events. Keep hidden labels separate.</strong>
|
||||
<p>Build deterministic foundations before demos, UI controls, or live synthetic service behavior.</p>
|
||||
</aside>
|
||||
</header>
|
||||
|
||||
<div class="toc" aria-label="Table of contents">
|
||||
<p class="toc-title">Jump to</p>
|
||||
<nav>
|
||||
<a href="#links">Linked Docs</a>
|
||||
<a href="#constraints">Core Constraints</a>
|
||||
<a href="#sequence">Phase Sequence</a>
|
||||
<a href="#splits">PR Splits</a>
|
||||
<a href="#epic">Matching Epic</a>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<section id="links">
|
||||
<h2>Linked Docs</h2>
|
||||
<div class="grid two">
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Active Implementation Set</h3>
|
||||
<p>Use these while planning or implementing synthetic market-data phase work.</p>
|
||||
<div class="link-row">
|
||||
<a class="chip primary" href="../index.html">Implementation overview</a>
|
||||
<a class="chip" href="index.html">Full phase dossier</a>
|
||||
<a class="chip" href="00-roadmap.md">Roadmap Markdown</a>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Background Plans</h3>
|
||||
<p>These explain rationale, but do not add scope unless pulled into a phase doc and Beads issue.</p>
|
||||
<div class="link-row">
|
||||
<a class="chip" href="../../plans/synthetic-market-data-architecture-review.html">Architecture HTML</a>
|
||||
<a class="chip" href="../../plans/synthetic-market-data-architecture-review.md">Architecture Markdown</a>
|
||||
<a class="chip" href="../../research-docs/synthetic-market-data-generation.md">Generation research</a>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="constraints">
|
||||
<h2>Core Constraints</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<ul class="compact-list">
|
||||
<li>Emit canonical market event types: <code>OptionPrint</code>, <code>OptionNBBO</code>, <code>EquityPrint</code>, and <code>EquityQuote</code>.</li>
|
||||
<li>Do not create synthetic-only market event types for the main pipeline.</li>
|
||||
<li>Keep hidden ground-truth labels separate from emitted market events.</li>
|
||||
<li>Keep early quality gates infra-free: <code>bun test</code> should not require Docker, ClickHouse, NATS, or Redis.</li>
|
||||
<li>Build deterministic foundations before demos, UI controls, or live synthetic service behavior.</li>
|
||||
<li>Treat historical calibration as future work, not as a dependency for the MVP synthetic generator.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="sequence">
|
||||
<h2>Phase Sequence</h2>
|
||||
<div class="table-wrap">
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Phase</th>
|
||||
<th>Beads issue</th>
|
||||
<th>Depends on</th>
|
||||
<th>Purpose</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>01 - Deterministic spine</td><td><code>islandflow-259.1</code></td><td>None</td><td>Create the seeded generation foundation and canonical event output contract.</td></tr>
|
||||
<tr><td>02 - Manifests, fixtures, CLI</td><td><code>islandflow-259.2</code></td><td><code>islandflow-zxh.1</code></td><td>Turn deterministic generation into durable fixtures and manifests.</td></tr>
|
||||
<tr><td>03 - Scenarios, labels, expected outputs</td><td><code>islandflow-259.3</code></td><td><code>islandflow-zxh.2</code></td><td>Author named scenarios, separate labels, and expected derived outputs.</td></tr>
|
||||
<tr><td>04 - Replay integration</td><td><code>islandflow-259.4</code></td><td><code>islandflow-zxh.3</code></td><td>Make replay consume synthetic runs with stable ordering and output comparison.</td></tr>
|
||||
<tr><td>05 - Demo and load profiles</td><td><code>islandflow-259.5</code></td><td><code>islandflow-zxh.4</code></td><td>Expose named deterministic demo/load profiles after replay validation.</td></tr>
|
||||
<tr><td>99 - Future historical calibration</td><td><code>islandflow-259.6</code></td><td><code>islandflow-259.5</code></td><td>Calibrate parameters from historical data later, after the MVP is stable.</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="splits">
|
||||
<h2>PR Split Notes</h2>
|
||||
<div class="phase-stack">
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 03a</span>
|
||||
<h3><code>islandflow-259.3.1</code> - Scenario catalog and labels</h3>
|
||||
<p>Keep scenario authoring and ground-truth label shape focused before expected-output comparison grows around it.</p>
|
||||
</article>
|
||||
<article class="phase">
|
||||
<span class="phase-id">Phase 03b</span>
|
||||
<h3><code>islandflow-259.3.2</code> - Expected-output manifests</h3>
|
||||
<p>Store expected derived outputs as reviewable artifacts for downstream smart-flow validation.</p>
|
||||
</article>
|
||||
</div>
|
||||
<p class="summary">
|
||||
If any other phase starts touching unrelated service, API, UI, and storage behavior in one PR, split it before implementation continues.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="epic">
|
||||
<h2>Matching Beads Epic</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<p><code>islandflow-259</code> - Plan synthetic market-data implementation phases.</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<footer>
|
||||
HTML companion for docs/implementation/synthetic-market-data/00-roadmap.md. Source Markdown remains the active editable document.
|
||||
</footer>
|
||||
</main>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -411,6 +411,9 @@ tr:last-child td { border-bottom: 0; }
|
|||
<span class="issue-chip">Beads islandflow-259</span>
|
||||
<span class="status-chip">7 source docs</span>
|
||||
<span class="status-chip">No app code</span>
|
||||
<a class="status-chip" href="../index.html">Implementation overview</a>
|
||||
<a class="status-chip" href="00-roadmap.html">Roadmap HTML</a>
|
||||
<a class="status-chip" href="../../plans/synthetic-market-data-architecture-review.html">Architecture HTML</a>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
|
|
|
|||
Loading…
Add table
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