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3 commits
lavender/i
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8 changed files with 2350 additions and 1 deletions
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@ -51,7 +51,7 @@
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{"_type":"issue","id":"islandflow-259.3.2","title":"Split synthetic phase 03b: expected-output manifests","description":"PR-sized child of synthetic phase 03. Add expected-output manifest entries and comparison hooks for generated scenarios.","acceptance_criteria":"Expected-output manifests capture derived event expectations, alert/no-alert outcomes, evidence requirements, and false-positive penalties; comparison output is deterministic and focused for review.","spec_id":"docs/implementation/synthetic-market-data/03-scenarios-labels-expected-outputs.md","status":"open","priority":2,"issue_type":"task","owner":"dishes@dpdrm.com","created_at":"2026-06-16T17:38:53Z","created_by":"dirtydishes","updated_at":"2026-06-16T17:38:53Z","labels":["phase","phase-split","planning","synthetic-market-data"],"dependencies":[{"issue_id":"islandflow-259.3.2","depends_on_id":"islandflow-259.3","type":"parent-child","created_at":"2026-06-16T13:38:52Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-259.3.2","depends_on_id":"islandflow-259.3.1","type":"blocks","created_at":"2026-06-16T13:39:15Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":1,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-259.3.1","title":"Split synthetic phase 03a: scenario catalog and labels","description":"PR-sized child of synthetic phase 03. Define the deterministic scenario catalog and separate label records without changing emitted market event contracts.","acceptance_criteria":"Scenario definitions are deterministic and named; labels are stored separately from market events; each label records run/scenario/event refs, expected class/direction/confidence band, and required or forbidden evidence.","spec_id":"docs/implementation/synthetic-market-data/03-scenarios-labels-expected-outputs.md","status":"open","priority":2,"issue_type":"task","owner":"dishes@dpdrm.com","created_at":"2026-06-16T17:38:51Z","created_by":"dirtydishes","updated_at":"2026-06-16T17:38:51Z","labels":["phase","phase-split","planning","synthetic-market-data"],"dependencies":[{"issue_id":"islandflow-259.3.1","depends_on_id":"islandflow-259.3","type":"parent-child","created_at":"2026-06-16T13:38:51Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-259.3.1","depends_on_id":"islandflow-zxh.2","type":"blocks","created_at":"2026-06-16T13:39:14Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":1,"dependent_count":1,"comment_count":0}
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{"_type":"issue","id":"islandflow-zxh.5","title":"Smart-flow phase 05: API/UI explainability","description":"Expose evidence-backed smart-flow results through API, websocket, and UI explainability surfaces as described in docs/implementation/smart-money/05-api-ui-explainability.md. This comes after replay-validated contracts and scoring behavior exist.","acceptance_criteria":"API/WS surfaces expose evidence, hypotheses, insights, alternatives, and abstention clearly; UI distinguishes evidence quality, confidence, conviction, and why-not signals; legacy endpoints remain aliases only where needed; replay/golden checks support changed projections.","spec_id":"docs/implementation/smart-money/05-api-ui-explainability.md","status":"open","priority":2,"issue_type":"feature","owner":"dishes@dpdrm.com","created_at":"2026-06-16T17:38:47Z","created_by":"dirtydishes","updated_at":"2026-06-16T17:38:47Z","labels":["phase","planning","smart-flow","smart-money"],"dependencies":[{"issue_id":"islandflow-zxh.5","depends_on_id":"islandflow-259.5","type":"blocks","created_at":"2026-06-16T13:39:11Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-zxh.5","depends_on_id":"islandflow-zxh","type":"parent-child","created_at":"2026-06-16T13:38:47Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":1,"dependent_count":1,"comment_count":0}
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{"_type":"issue","id":"islandflow-259.5","title":"Synthetic market-data phase 05: demo and load profiles","description":"Implement named deterministic demo and load profiles as described in docs/implementation/synthetic-market-data/05-demo-load-profiles.md. This comes after foundations, manifests, scenarios, and replay are in place.","acceptance_criteria":"Demo profiles select named deterministic runs/scenarios instead of ambient randomness; load profiles scale rates without changing event semantics; live/demo emitters remain thin consumers of the synthetic package; UI/demo controls do not precede deterministic foundations.","spec_id":"docs/implementation/synthetic-market-data/05-demo-load-profiles.md","status":"open","priority":2,"issue_type":"feature","owner":"dishes@dpdrm.com","created_at":"2026-06-16T17:38:46Z","created_by":"dirtydishes","updated_at":"2026-06-16T17:38:46Z","labels":["phase","planning","synthetic-market-data"],"dependencies":[{"issue_id":"islandflow-259.5","depends_on_id":"islandflow-259","type":"parent-child","created_at":"2026-06-16T13:38:45Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-259.5","depends_on_id":"islandflow-zxh.4","type":"blocks","created_at":"2026-06-16T13:39:10Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":1,"dependent_count":3,"comment_count":0}
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{"_type":"issue","id":"islandflow-259.5","title":"Synthetic market-data phase 05: demo and load profiles","description":"Implement named deterministic demo and load profiles as described in docs/implementation/synthetic-market-data/05-demo-load-profiles.md. This comes after foundations, manifests, scenarios, and replay are in place.","acceptance_criteria":"Demo profiles select named deterministic runs/scenarios instead of ambient randomness; load profiles scale rates without changing event semantics; live/demo emitters remain thin consumers of the synthetic package; UI/demo controls do not precede deterministic foundations.","spec_id":"docs/implementation/synthetic-market-data/05-demo-load-profiles.md","status":"open","priority":2,"issue_type":"feature","owner":"dishes@dpdrm.com","created_at":"2026-06-16T17:38:46Z","created_by":"dirtydishes","updated_at":"2026-06-16T17:38:46Z","labels":["phase","planning","synthetic-market-data"],"dependencies":[{"issue_id":"islandflow-259.5","depends_on_id":"islandflow-259","type":"parent-child","created_at":"2026-06-16T13:38:45Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-259.5","depends_on_id":"islandflow-zxh.4","type":"blocks","created_at":"2026-06-16T13:39:10Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":1,"dependent_count":4,"comment_count":0}
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{"_type":"issue","id":"islandflow-v6f","title":"Virtualize dashboard priority board","description":"Improve the root dashboard Priority Board readability and scrolling. Remove the redundant packet column, show packet IDs as secondary evidence metadata without the flowpacket prefix, rename the confusing Decision column, and use TanStack virtual scrolling for the row list.","status":"closed","priority":2,"issue_type":"task","assignee":"dirtydishes","owner":"dishes@dpdrm.com","created_at":"2026-06-15T20:58:29Z","created_by":"dirtydishes","updated_at":"2026-06-15T21:01:37Z","started_at":"2026-06-15T20:58:34Z","closed_at":"2026-06-15T21:01:37Z","close_reason":"Completed Priority Board virtualization, copy cleanup, and validation.","dependency_count":0,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-h0k","title":"Polish dashboard route","description":"Final polish pass for the root dashboard route. Align the command surface to the existing Islandflow terminal design system, tighten visual and copy details, and validate responsive behavior and build quality.","status":"closed","priority":2,"issue_type":"task","assignee":"dirtydishes","owner":"dishes@dpdrm.com","created_at":"2026-06-15T20:04:12Z","created_by":"dirtydishes","updated_at":"2026-06-15T20:09:14Z","started_at":"2026-06-15T20:04:13Z","closed_at":"2026-06-15T20:09:14Z","close_reason":"Dashboard route polish shipped on dedicated branch: route title hierarchy cleaned up, command rail isolated from legacy header styles, mobile overflow/touch behavior added, and build/tests passed.","dependency_count":0,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-j30","title":"Polish dashboard command header","description":"Live design polish for the dashboard command header. Simplify the page header copy to Dashboard, keep status and scope in one compact line, and replace the vague empty-filter copy with a clearer all-flow state.","status":"closed","priority":2,"issue_type":"task","assignee":"dirtydishes","owner":"dishes@dpdrm.com","created_at":"2026-06-15T19:29:23Z","created_by":"dirtydishes","updated_at":"2026-06-15T19:31:00Z","started_at":"2026-06-15T19:29:28Z","closed_at":"2026-06-15T19:31:00Z","close_reason":"Dashboard command header polish shipped: simplified title, clarified scope/filter language, compacted status rail, and validated with web build plus focused terminal tests.","dependency_count":0,"dependent_count":0,"comment_count":0}
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@ -170,6 +170,7 @@
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{"_type":"issue","id":"islandflow-zsy","title":"Expose Forgejo SSH on a direct DNS hostname","description":"git.deltaisland.io currently resolves through Cloudflare's proxy, so SSH on port 2222 does not complete even though the Forgejo container is listening on the host. If SSH-based git/beads workflows are desired, add a DNS-only hostname (or adjust the existing record) that points directly at the server for Forgejo SSH.","status":"open","priority":3,"issue_type":"task","created_at":"2026-05-17T10:34:06Z","created_by":"delta","updated_at":"2026-05-17T10:34:06Z","dependency_count":0,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-38p","title":"Add native deployment unit templates and rollback helpers","description":"The deploy helper now supports --runtime native, but the repo still relies on operator-managed systemd units and manual rollback. Add checked-in native deployment templates or provisioning guidance for the expected units, and consider lightweight rollback/smoke-test helpers once the host-native path is exercised on the real VPS.","status":"open","priority":3,"issue_type":"task","owner":"dishes@dpdrm.com","created_at":"2026-05-15T23:46:42Z","created_by":"dirtydishes","updated_at":"2026-05-15T23:46:42Z","dependency_count":0,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-575","title":"Document smart-money event calendar env","description":"Document smart-money event-calendar environment configuration in env examples and README.\n","status":"closed","priority":3,"issue_type":"task","assignee":"dirtydishes","owner":"dishes@dpdrm.com","created_at":"2026-05-05T06:57:14Z","created_by":"dirtydishes","updated_at":"2026-05-05T06:57:57Z","started_at":"2026-05-05T06:57:17Z","closed_at":"2026-05-05T06:57:57Z","close_reason":"Documented event-calendar env variables","dependency_count":0,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-259.6.1","title":"Future synthetic calibration: evaluate free historical market-data samples","description":"Evaluate whether free or low-cost historical market-data samples can improve synthetic generator calibration without making historical data an MVP dependency. Candidate sources to investigate include Stooq equity bars, Alpaca/IEX historical equities, Alpha Vantage small pulls, Cboe options volume summaries, SEC MIDAS aggregate market-structure data, and limited Databento OPRA samples or signup credits for true options trade/NBBO microstructure. The intended pattern is real sample data -\u003e derived priors/histograms/parameter snapshots -\u003e deterministic synthetic runs, not committing raw vendor data as fixtures.","acceptance_criteria":"Document candidate free or credit-backed sources with coverage, limits, and redistribution/licensing constraints; identify which sources can support equities bars, equity trade/quote shape, options volume summaries, and true options print/NBBO samples; recommend a first legal tiny-sample experiment; define what derived parameter snapshots can be committed safely; explicitly state that raw vendor data should not be committed unless licensing allows it; preserve canonical synthetic outputs and separate labels/manifests; keep this outside the MVP blocker chain.","notes":"Planning note from 2026-06-17 discussion: free equity samples are realistic, but free historical options prints/NBBO are difficult and licensing-sensitive. Use this to remember the calibration idea after the deterministic MVP path exists.","spec_id":"docs/implementation/synthetic-market-data/99-future-historical-calibration.md","status":"open","priority":4,"issue_type":"task","owner":"dishes@dpdrm.com","created_at":"2026-06-17T17:08:22Z","created_by":"dirtydishes","updated_at":"2026-06-17T17:08:22Z","labels":["calibration","future","market-data","planning","synthetic-market-data"],"dependencies":[{"issue_id":"islandflow-259.6.1","depends_on_id":"islandflow-259.5","type":"blocks","created_at":"2026-06-17T13:08:22Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-259.6.1","depends_on_id":"islandflow-259.6","type":"parent-child","created_at":"2026-06-17T13:08:22Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":1,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-zxh.6","title":"Future smart-flow phase 99: calibration","description":"Track future smart-flow calibration and research-grade validation as described in docs/implementation/smart-money/99-future-calibration.md. This is explicitly not an MVP dependency.","acceptance_criteria":"Future calibration is separated from MVP scoring; calibration datasets, policy versioning, and evaluation metrics are specified before implementation; abstention and confidence semantics remain auditable.","spec_id":"docs/implementation/smart-money/99-future-calibration.md","status":"open","priority":4,"issue_type":"task","owner":"dishes@dpdrm.com","created_at":"2026-06-16T17:38:50Z","created_by":"dirtydishes","updated_at":"2026-06-16T17:38:50Z","labels":["future","planning","smart-flow","smart-money"],"dependencies":[{"issue_id":"islandflow-zxh.6","depends_on_id":"islandflow-259.6","type":"blocks","created_at":"2026-06-16T13:39:13Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-zxh.6","depends_on_id":"islandflow-zxh","type":"parent-child","created_at":"2026-06-16T13:38:50Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-zxh.6","depends_on_id":"islandflow-zxh.5","type":"blocks","created_at":"2026-06-16T13:39:12Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":2,"dependent_count":0,"comment_count":0}
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{"_type":"issue","id":"islandflow-259.6","title":"Future synthetic market-data phase 99: historical calibration","description":"Track future historical calibration for the synthetic generator as described in docs/implementation/synthetic-market-data/99-future-historical-calibration.md. This is explicitly not an MVP dependency.","acceptance_criteria":"Historical calibration remains outside the MVP blocker chain; calibration inputs, privacy/market-data constraints, and parameter fitting strategy are documented before implementation; deterministic synthetic foundations continue to work without historical data.","spec_id":"docs/implementation/synthetic-market-data/99-future-historical-calibration.md","status":"open","priority":4,"issue_type":"task","owner":"dishes@dpdrm.com","created_at":"2026-06-16T17:38:49Z","created_by":"dirtydishes","updated_at":"2026-06-16T17:38:49Z","labels":["future","planning","synthetic-market-data"],"dependencies":[{"issue_id":"islandflow-259.6","depends_on_id":"islandflow-259","type":"parent-child","created_at":"2026-06-16T13:38:48Z","created_by":"dirtydishes","metadata":"{}"},{"issue_id":"islandflow-259.6","depends_on_id":"islandflow-259.5","type":"blocks","created_at":"2026-06-16T13:39:12Z","created_by":"dirtydishes","metadata":"{}"}],"dependency_count":1,"dependent_count":1,"comment_count":0}
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{"_type":"issue","id":"islandflow-iwg","title":"Summarize June 9 git activity for standup","description":"Create the daily standup summary for git activity on 2026-06-09, grounded in commits and touched files, and save the report in docs/general.","status":"closed","priority":4,"issue_type":"task","assignee":"dirtydishes","owner":"dishes@dpdrm.com","created_at":"2026-06-10T13:02:19Z","created_by":"dirtydishes","updated_at":"2026-06-10T13:04:44Z","started_at":"2026-06-10T13:02:30Z","closed_at":"2026-06-10T13:04:44Z","close_reason":"Created docs/general/2026-06-10-0902-standup-summary-2026-06-09.html with a git-grounded summary of June 9 activity.","dependency_count":0,"dependent_count":0,"comment_count":0}
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543
docs/implementation/index.html
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docs/implementation/index.html
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@ -0,0 +1,543 @@
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<!doctype html>
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<html lang="en">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1" />
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<title>Implementation Phase Plans</title>
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<style>
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:root {
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color-scheme: dark;
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--bg: #06080b;
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--surface: #0b1016;
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--panel: #111820;
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--panel-2: #0d141b;
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--muted: #90a0b2;
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--faint: #6e7b8c;
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--mono: "IBM Plex Mono", ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, monospace;
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--sans: "IBM Plex Sans", Inter, -apple-system, BlinkMacSystemFont, "Segoe UI", system-ui, sans-serif;
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}
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* {
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box-sizing: border-box;
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}
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html {
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scroll-behavior: smooth;
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}
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body {
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margin: 0;
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min-height: 100vh;
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background:
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radial-gradient(circle at 16% 0%, rgba(245, 166, 35, 0.08), transparent 26rem),
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radial-gradient(circle at 96% 8%, rgba(77, 163, 255, 0.07), transparent 28rem),
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linear-gradient(180deg, rgba(17, 24, 32, 0.9), rgba(6, 8, 11, 0.98) 28rem),
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var(--bg);
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color: var(--ink);
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font: 15px/1.6 var(--sans);
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a {
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color: inherit;
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}
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main {
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width: min(1180px, calc(100% - 32px));
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margin: 0 auto;
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padding: 36px 0 64px;
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}
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.hero {
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display: grid;
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grid-template-columns: minmax(0, 1fr) 340px;
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gap: 28px;
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align-items: end;
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padding-bottom: 28px;
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border-bottom: 1px solid var(--line);
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.kicker,
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.label,
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.chip,
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th,
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.toc-title {
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font-family: var(--mono);
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font-size: 0.72rem;
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font-weight: 700;
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letter-spacing: 0.1em;
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text-transform: uppercase;
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}
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.kicker {
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margin: 0 0 12px;
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color: var(--amber);
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}
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h1,
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h2,
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h3 {
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text-wrap: balance;
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}
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h1 {
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max-width: 820px;
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margin: 0;
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font-size: 2.35rem;
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line-height: 1.08;
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letter-spacing: 0;
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}
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h2 {
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margin: 0 0 14px;
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font-family: var(--mono);
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font-size: 0.92rem;
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letter-spacing: 0.09em;
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text-transform: uppercase;
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}
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h3 {
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margin: 0;
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font-size: 1rem;
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line-height: 1.25;
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}
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p {
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margin: 0;
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color: var(--muted);
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p + p {
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margin-top: 10px;
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}
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strong {
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color: var(--ink);
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code {
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border: 1px solid rgba(255, 255, 255, 0.09);
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border-radius: 6px;
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padding: 0.1rem 0.32rem;
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background: rgba(255, 255, 255, 0.05);
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color: var(--ink);
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font-family: var(--mono);
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font-size: 0.9em;
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}
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.summary {
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max-width: 75ch;
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margin-top: 18px;
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color: var(--muted);
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font-size: 1rem;
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text-wrap: pretty;
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}
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.meta,
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.link-row {
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display: flex;
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flex-wrap: wrap;
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gap: 8px;
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}
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.meta {
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margin-top: 20px;
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}
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.chip {
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display: inline-flex;
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align-items: center;
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min-height: 28px;
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border: 1px solid var(--line);
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border-radius: 999px;
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padding: 5px 10px;
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background: rgba(255, 255, 255, 0.04);
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color: var(--muted);
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white-space: nowrap;
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text-decoration: none;
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}
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.chip.good {
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border-color: rgba(37, 193, 122, 0.34);
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background: var(--green-soft);
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color: #a8f1ce;
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}
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.chip.blue {
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border-color: rgba(77, 163, 255, 0.34);
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background: var(--blue-soft);
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color: #b8dcff;
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}
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.decision,
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.panel {
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border: 1px solid var(--line);
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border-radius: 8px;
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background: linear-gradient(180deg, rgba(17, 24, 32, 0.94), rgba(13, 20, 27, 0.94));
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}
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.decision {
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border-color: var(--line-strong);
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padding: 18px;
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background:
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linear-gradient(180deg, rgba(245, 166, 35, 0.15), rgba(17, 24, 32, 0.92)),
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var(--panel);
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}
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.decision .label {
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color: var(--amber);
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}
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.decision strong {
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display: block;
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margin-top: 8px;
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font-size: 1.18rem;
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line-height: 1.25;
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}
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||||
|
||||
.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;
|
||||
}
|
||||
|
||||
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: 860px;
|
||||
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 {
|
||||
border-top: 1px solid rgba(255, 255, 255, 0.08);
|
||||
padding: 13px 0 0;
|
||||
}
|
||||
|
||||
.phase + .phase {
|
||||
margin-top: 13px;
|
||||
}
|
||||
|
||||
.phase h3 {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
align-items: baseline;
|
||||
}
|
||||
|
||||
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">Implementation Map</p>
|
||||
<h1>Implementation Phase Plans</h1>
|
||||
<p class="summary">
|
||||
The active planning layer for synthetic market-data and smart-money/smart-flow architecture work.
|
||||
Architecture reviews and research reports are background; phase documents and Beads issues define execution scope.
|
||||
</p>
|
||||
<div class="meta">
|
||||
<span class="chip">Active scope guide</span>
|
||||
<span class="chip blue">Synthetic market data</span>
|
||||
<span class="chip good">Smart flow</span>
|
||||
</div>
|
||||
</div>
|
||||
<aside class="decision">
|
||||
<span class="label">Precedence</span>
|
||||
<strong>Use Beads and phase docs first. Treat research as rationale.</strong>
|
||||
<p>If a phase document and an older architecture review disagree, pause and update the active scope before writing code.</p>
|
||||
</aside>
|
||||
</header>
|
||||
|
||||
<div class="toc" aria-label="Table of contents">
|
||||
<p class="toc-title">Jump to</p>
|
||||
<nav>
|
||||
<a href="#precedence">Precedence</a>
|
||||
<a href="#source-plans">Source Plans</a>
|
||||
<a href="#rules">Planning Rules</a>
|
||||
<a href="#beads">Beads Map</a>
|
||||
<a href="#dependencies">Dependency Order</a>
|
||||
<a href="#future">Future Work</a>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<section id="precedence">
|
||||
<h2>Document Precedence</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<ol class="compact-list">
|
||||
<li>Current Beads issue</li>
|
||||
<li>Referenced phase document under <code>docs/implementation/</code></li>
|
||||
<li>Architecture plan under <code>docs/plans/</code></li>
|
||||
<li>Research report under <code>docs/research-docs/</code></li>
|
||||
</ol>
|
||||
<p>
|
||||
This repository uses <code>docs/research-docs/</code> for research reports; <code>docs/research/</code>
|
||||
is not present. Research reports provide rationale and useful constraints, but they do not add active
|
||||
implementation scope unless that scope is explicitly pulled into a phase document and Beads issue.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="source-plans">
|
||||
<h2>Source Plans</h2>
|
||||
<div class="grid two">
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Synthetic Market Data</h3>
|
||||
<p>Deterministic generation, fixtures, scenarios, replay integration, demos, and future calibration.</p>
|
||||
<div class="link-row">
|
||||
<a class="chip blue" href="synthetic-market-data/00-roadmap.html">Roadmap HTML</a>
|
||||
<a class="chip" href="synthetic-market-data/index.html">Phase dossier</a>
|
||||
<a class="chip" href="../plans/synthetic-market-data-architecture-review.html">Architecture HTML</a>
|
||||
<a class="chip" href="synthetic-market-data/00-roadmap.md">Roadmap MD</a>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Smart Money / Smart Flow</h3>
|
||||
<p>Contracts, evidence clustering, hypothesis scoring, replay evaluation, explainability, and calibration.</p>
|
||||
<div class="link-row">
|
||||
<a class="chip good" href="smart-money/00-roadmap.html">Roadmap HTML</a>
|
||||
<a class="chip" href="smart-money/index.html">Phase dossier</a>
|
||||
<a class="chip" href="../plans/smart-flow-architecture-review.html">Architecture HTML</a>
|
||||
<a class="chip" href="smart-money/00-roadmap.md">Roadmap MD</a>
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="rules">
|
||||
<h2>Planning Rules</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<ul class="compact-list">
|
||||
<li>Prefer small, reviewable PRs.</li>
|
||||
<li>Do not implement an entire architecture plan at once.</li>
|
||||
<li>Use Beads issues for execution tracking and dependency management.</li>
|
||||
<li>Keep durable architecture and phase detail in these docs, not in long Beads descriptions.</li>
|
||||
<li>Synthetic data must emit canonical market event types, not synthetic-only pipeline event types.</li>
|
||||
<li>Synthetic labels must remain separate from emitted market events.</li>
|
||||
<li>Smart-flow logic must distinguish facts, evidence, hypotheses, confidence, and abstention.</li>
|
||||
<li>Historical calibration is future work, not an MVP dependency.</li>
|
||||
<li>Early synthetic tests must not require Docker, ClickHouse, NATS, or Redis.</li>
|
||||
<li>Synthetic foundations should come before demos, UI controls, or live service work.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="beads">
|
||||
<h2>Beads Map</h2>
|
||||
<div class="table-wrap">
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Stream</th>
|
||||
<th>Epic</th>
|
||||
<th>Roadmap</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Synthetic market data</td>
|
||||
<td><code>islandflow-259</code> - Plan synthetic market-data implementation phases</td>
|
||||
<td><a href="synthetic-market-data/00-roadmap.html">docs/implementation/synthetic-market-data/00-roadmap.html</a></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Smart money / smart flow</td>
|
||||
<td><code>islandflow-zxh</code> - Plan smart-money to smart-flow implementation phases</td>
|
||||
<td><a href="smart-money/00-roadmap.html">docs/implementation/smart-money/00-roadmap.html</a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="dependencies">
|
||||
<h2>Dependency Order</h2>
|
||||
<div class="table-wrap">
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Order</th>
|
||||
<th>Phase</th>
|
||||
<th>Beads issue</th>
|
||||
<th>Blocks next because</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<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>
|
||||
<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>
|
||||
<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>
|
||||
<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>
|
||||
<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;
|
||||
--panel: #111820;
|
||||
--panel-2: #0d141b;
|
||||
--ink: #e6edf4;
|
||||
--muted: #90a0b2;
|
||||
--faint: #6e7b8c;
|
||||
--line: rgba(255, 255, 255, 0.12);
|
||||
--line-strong: rgba(77, 163, 255, 0.34);
|
||||
--blue: #4da3ff;
|
||||
--blue-soft: rgba(77, 163, 255, 0.12);
|
||||
--amber-soft: rgba(245, 166, 35, 0.13);
|
||||
--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(77, 163, 255, 0.1), transparent 26rem),
|
||||
linear-gradient(180deg, rgba(17, 24, 32, 0.9), rgba(6, 8, 11, 0.98) 28rem),
|
||||
var(--bg);
|
||||
color: var(--ink);
|
||||
font: 15px/1.6 var(--sans);
|
||||
}
|
||||
|
||||
a {
|
||||
color: inherit;
|
||||
}
|
||||
|
||||
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(--blue);
|
||||
}
|
||||
|
||||
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,
|
||||
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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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|
||||
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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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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.chip.good {
|
||||
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|
||||
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|
||||
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|
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|
||||
|
||||
.decision,
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.decision {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.decision strong {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.decision p {
|
||||
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|
||||
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|
||||
|
||||
.toc {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.toc-title {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
.toc nav {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.toc a {
|
||||
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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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|
||||
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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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|
||||
|
||||
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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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|
||||
|
||||
th,
|
||||
td {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
th {
|
||||
color: var(--faint);
|
||||
background: rgba(255, 255, 255, 0.035);
|
||||
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|
||||
|
||||
td {
|
||||
color: var(--muted);
|
||||
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|
||||
|
||||
tr:last-child td {
|
||||
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|
||||
}
|
||||
|
||||
.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);
|
||||
color: var(--ink);
|
||||
font: 15px/1.6 var(--sans);
|
||||
}
|
||||
|
||||
a {
|
||||
color: inherit;
|
||||
}
|
||||
|
||||
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 {
|
||||
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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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|
||||
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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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|
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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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|
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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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|
||||
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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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|
||||
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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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|
||||
|
||||
table {
|
||||
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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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|
||||
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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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|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.compact-list li {
|
||||
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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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|
||||
|
||||
.phase {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.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>
|
||||
|
||||
|
|
|
|||
814
docs/plans/smart-flow-architecture-review.html
Normal file
814
docs/plans/smart-flow-architecture-review.html
Normal file
|
|
@ -0,0 +1,814 @@
|
|||
<!doctype html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1" />
|
||||
<title>Smart Flow Architecture Review</title>
|
||||
<style>
|
||||
:root {
|
||||
color-scheme: dark;
|
||||
--bg: #06080b;
|
||||
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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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|
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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;
|
||||
}
|
||||
|
||||
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|
||||
margin: 0;
|
||||
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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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|
||||
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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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|
||||
|
||||
.hero {
|
||||
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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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|
||||
.toc-title {
|
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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 {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
||||
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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|
||||
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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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|
||||
|
||||
.meta {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
|
||||
.chip {
|
||||
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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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|
||||
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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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|
||||
|
||||
.decision {
|
||||
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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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|
||||
|
||||
.decision .label {
|
||||
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|
||||
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|
||||
|
||||
.decision strong {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.decision p {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
.toc {
|
||||
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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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|
||||
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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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|
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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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|
||||
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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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|
||||
|
||||
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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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|
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|
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|
||||
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|
||||
|
||||
.compact-list li,
|
||||
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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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|
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|
||||
|
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.source-list a {
|
||||
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|
||||
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|
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|
||||
.answer-list {
|
||||
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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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|
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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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|
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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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|
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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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|
||||
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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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|
||||
|
||||
.status.refactor {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
.status.redesign {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
.option {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.option header {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.option.recommended {
|
||||
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|
||||
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|
||||
|
||||
.option.recommended header {
|
||||
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|
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|
||||
|
||||
.option .panel-body {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.option p {
|
||||
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|
||||
}
|
||||
|
||||
.facts {
|
||||
display: grid;
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
.facts li {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
.facts span {
|
||||
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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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|
||||
|
||||
.facts p {
|
||||
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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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|
||||
|
||||
.object-chip {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
font-size: 0.8rem;
|
||||
}
|
||||
|
||||
.callout {
|
||||
border: 1px solid var(--line-strong);
|
||||
border-radius: 8px;
|
||||
padding: 18px;
|
||||
background: linear-gradient(180deg, rgba(245, 166, 35, 0.12), rgba(13, 20, 27, 0.94));
|
||||
}
|
||||
|
||||
footer {
|
||||
margin-top: 36px;
|
||||
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|
||||
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|
||||
color: var(--faint);
|
||||
font-family: var(--mono);
|
||||
font-size: 0.78rem;
|
||||
}
|
||||
|
||||
@media (max-width: 900px) {
|
||||
.hero,
|
||||
.grid.two,
|
||||
.grid.three {
|
||||
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,
|
||||
.callout {
|
||||
padding: 15px;
|
||||
}
|
||||
|
||||
.answer-list li,
|
||||
.detail-row {
|
||||
grid-template-columns: 34px minmax(0, 1fr);
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<main>
|
||||
<header class="hero">
|
||||
<div>
|
||||
<p class="kicker">Plan Document</p>
|
||||
<h1>Evidence-Backed Smart-Flow Detection</h1>
|
||||
<p class="summary">
|
||||
A readable architecture review for reshaping Islandflow's smart-flow system around direct observation,
|
||||
evidence clusters, cautious hypotheses, preserved uncertainty, and replayable validation.
|
||||
</p>
|
||||
<div class="meta" aria-label="Document metadata">
|
||||
<span class="chip">Smart flow</span>
|
||||
<span class="chip">Architecture review</span>
|
||||
<span class="chip warn">Refactor, not rewrite</span>
|
||||
<span class="chip good">Recommended: Option B</span>
|
||||
<a class="chip" href="../implementation/smart-money/00-roadmap.html">Roadmap HTML</a>
|
||||
<a class="chip" href="../implementation/smart-money/index.html">Phase dossier</a>
|
||||
</div>
|
||||
</div>
|
||||
<aside class="decision" aria-label="Recommendation">
|
||||
<span class="label">Recommendation</span>
|
||||
<strong>Choose Option B: refactor the domain pipeline around evidence clusters and hypothesis events.</strong>
|
||||
<p>
|
||||
The current stack is useful. The current domain language is too confident. Keep the infrastructure,
|
||||
replace the epistemic spine.
|
||||
</p>
|
||||
</aside>
|
||||
</header>
|
||||
|
||||
<div class="toc" aria-label="Table of contents">
|
||||
<p class="toc-title">Jump to</p>
|
||||
<nav>
|
||||
<a href="#summary">Summary</a>
|
||||
<a href="#sources">Sources</a>
|
||||
<a href="#classification">Area Classification</a>
|
||||
<a href="#answers">Direct Answers</a>
|
||||
<a href="#objects">Domain Objects</a>
|
||||
<a href="#options">Options</a>
|
||||
<a href="#recommendation">Recommendation</a>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<section id="summary">
|
||||
<h2>Summary</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<p>
|
||||
No source code was modified as part of the architecture review. The conclusion is direct:
|
||||
the current architecture is <strong>not suitable as-is</strong>, but it is close enough to refactor.
|
||||
The stack is right; the domain language and pipeline shape are not.
|
||||
</p>
|
||||
<p>
|
||||
The research direction should be direct observation to inference to hypothesis, with preserved
|
||||
evidence and visible uncertainty. The system should stop emitting "smart money" as if it is a
|
||||
fact, and instead emit cautious, explainable smart-flow hypotheses.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="sources">
|
||||
<h2>Source Documents</h2>
|
||||
<div class="grid two">
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Implementation Roadmap</h3>
|
||||
<p>
|
||||
<a href="../implementation/smart-money/00-roadmap.html">docs/implementation/smart-money/00-roadmap.html</a>
|
||||
</p>
|
||||
</div>
|
||||
</article>
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Research Report</h3>
|
||||
<p>
|
||||
<a href="../research-docs/smart-flow-market-mechanics.md">docs/research-docs/smart-flow-market-mechanics.md</a>
|
||||
</p>
|
||||
</div>
|
||||
</article>
|
||||
<article class="panel">
|
||||
<div class="panel-body">
|
||||
<h3>Architecture Review Copy</h3>
|
||||
<p>
|
||||
<a href="../research-docs/smart-flow-architecture-review.md">docs/research-docs/smart-flow-architecture-review.md</a>
|
||||
</p>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="classification">
|
||||
<h2>Area Classification</h2>
|
||||
<div class="table-wrap">
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Area</th>
|
||||
<th>Call</th>
|
||||
<th>Architecture Review</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Domain model</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Good bones, wrong center. Make evidence, hypotheses, scores, and alternatives first-class.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Event taxonomy</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Raw/derived split is good; <code>smart_money</code>, <code>dark.inferred</code>, and <code>classifier_hits</code> leak overconfident product language.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Service boundaries</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Ingest does too much signal policy; compute is too broad. Split pipeline stages before adding more intelligence.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><code>FlowPacket</code></td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Keep concept, rename/reframe as <code>FlowEvidenceCluster</code> or <code>FlowCandidate</code>. Not a product domain object.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><code>SmartMoneyEvent</code></td>
|
||||
<td><span class="status redesign">redesign</span></td>
|
||||
<td>Replace canonical object with <code>FlowHypothesisEvent</code>; use <code>SmartFlowInsight</code> only as UI/API projection.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Classifier pipeline</td>
|
||||
<td><span class="status redesign">redesign</span></td>
|
||||
<td>Current rules mix evidence extraction, hypothesis scoring, narrative labels, and alerting. Needs staged outputs.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>ClickHouse/storage</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Right datastore; raw tables are decent, derived evidence/hypotheses need typed/queryable columns plus JSON sidecars.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Redis baselines/cache</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Right hot-state role; wrong as hidden baseline truth. Baselines need replayable snapshots/versioning.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>NATS/JetStream subjects</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Right bus; subjects should express stage/version: observations, evidence, hypotheses, insights.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Replay determinism</td>
|
||||
<td><span class="status redesign">redesign</span></td>
|
||||
<td>Present but not central enough. Replay must be the acceptance gate for derived outputs.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>API/WebSocket</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Mechanics are good; public surface should expose evidence bundles and hypotheses, not internal legacy names.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>UI evidence model</td>
|
||||
<td><span class="status refactor">refactor</span></td>
|
||||
<td>Directionally good, but still foregrounds profile/probability over evidence quality, alternatives, and uncertainty.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Test strategy</td>
|
||||
<td><span class="status redesign">redesign</span></td>
|
||||
<td>Unit tests are solid scaffolding; needs fixture replay, false-positive suites, calibration, and end-to-end determinism.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="answers">
|
||||
<h2>Direct Answers</h2>
|
||||
<div class="panel">
|
||||
<div class="panel-body">
|
||||
<ol class="answer-list">
|
||||
<li><span class="num">01</span><p><strong>Current suitability:</strong> no. Useful infrastructure, but not yet an evidence-backed smart-flow architecture.</p></li>
|
||||
<li><span class="num">02</span><p><strong><code>SmartMoneyEvent</code>:</strong> not a good canonical domain object. Use <code>FlowHypothesisEvent</code>. <code>ParticipantHypothesisEvent</code> implies participant identity too strongly. <code>SmartFlowInsight</code> should be a user-facing projection.</p></li>
|
||||
<li><span class="num">03</span><p><strong><code>FlowPacket</code>:</strong> not as named. Keep the abstraction as an internal evidence cluster, rename to <code>FlowEvidenceCluster</code> or <code>FlowCandidate</code>.</p></li>
|
||||
<li><span class="num">04</span><p><strong>Service boundaries:</strong> not right. Ingest should normalize only; evidence quality, eligibility, clustering, hypothesis scoring, and insight projection should be separate stages.</p></li>
|
||||
<li><span class="num">05</span><p><strong>ClickHouse/Redis/NATS roles:</strong> yes broadly. ClickHouse is the authoritative event/audit store. Redis is hot cache only. NATS is transport, not truth. All three need cleaner contracts.</p></li>
|
||||
<li><span class="num">06</span><p><strong>Replay central enough:</strong> no. It should be how every detection change proves itself.</p></li>
|
||||
<li><span class="num">07</span><p><strong>UI uncertainty:</strong> partially. It shows evidence refs, profile ladders, abstention, and suppression, but needs confidence vs conviction, alternative explanations, evidence quality, and why-not signals.</p></li>
|
||||
<li><span class="num">08</span><p><strong>First-class domain objects:</strong> raw observations, execution context, quote join, eligibility decision, evidence cluster, structure hypothesis, evidence quality score, baseline snapshot, hypothesis score vector, false-positive penalty, catalyst context, flow hypothesis event, smart-flow insight, replay run.</p></li>
|
||||
<li><span class="num">09</span><p><strong>Implementation details:</strong> Redis list layout, durable consumer names, current classifier thresholds, ClickHouse batch writer, adapter internals, legacy <code>ClassifierHitEvent</code>, alert severity math, UI cache mechanics.</p></li>
|
||||
<li><span class="num">10</span><p><strong>Delete/defer:</strong> canonical smart-money naming, real-time dark-pool certainty, standalone whale-premium alerts, trade-level open/close claims, participant identity claims, simplistic premium alert score, ingest-time signal filtering, <code>retail_whale</code> as a canonical profile unless reframed as attention/lottery flow.</p></li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="objects">
|
||||
<h2>Objects to Make First-Class</h2>
|
||||
<div class="object-list">
|
||||
<span class="object-chip">Raw Observation</span>
|
||||
<span class="object-chip">Execution Context</span>
|
||||
<span class="object-chip">Quote Join</span>
|
||||
<span class="object-chip">Eligibility Decision</span>
|
||||
<span class="object-chip">Flow Evidence Cluster</span>
|
||||
<span class="object-chip">Structure Hypothesis</span>
|
||||
<span class="object-chip">Evidence Quality Score</span>
|
||||
<span class="object-chip">Baseline Snapshot</span>
|
||||
<span class="object-chip">Hypothesis Score Vector</span>
|
||||
<span class="object-chip">False-Positive Penalty</span>
|
||||
<span class="object-chip">Catalyst Context</span>
|
||||
<span class="object-chip">Flow Hypothesis Event</span>
|
||||
<span class="object-chip">Smart-Flow Insight</span>
|
||||
<span class="object-chip">Replay Run</span>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="options">
|
||||
<h2>Options</h2>
|
||||
<div class="grid three">
|
||||
<article class="panel option">
|
||||
<header>
|
||||
<span class="chip">Option A</span>
|
||||
<h3>Conservative</h3>
|
||||
<p>Keep current objects and services; add evidence-quality fields, UI copy fixes, and replay tests.</p>
|
||||
</header>
|
||||
<div class="panel-body">
|
||||
<ul class="facts">
|
||||
<li><span>Pros</span><p>Fastest, lowest migration risk, preserves current endpoints and UI.</p></li>
|
||||
<li><span>Cons</span><p>Leaves misleading canonical names and keeps inference tangled in compute.</p></li>
|
||||
<li><span>Complexity</span><p>Low.</p></li>
|
||||
<li><span>Migration Risk</span><p>Low.</p></li>
|
||||
</ul>
|
||||
<ol class="steps">
|
||||
<li>Rename UI copy from smart money to smart flow candidate.</li>
|
||||
<li>Add evidence-quality and alternative-explanation fields to existing event.</li>
|
||||
<li>Add replay consistency tests around current outputs.</li>
|
||||
<li>Add typed ClickHouse columns for high-value JSON fields.</li>
|
||||
<li>Deprecate, but do not remove, legacy classifier hit display.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
<article class="panel option recommended">
|
||||
<header>
|
||||
<span class="chip good">Option B</span>
|
||||
<h3>Refactor</h3>
|
||||
<p>Keep the stack and terminal UI, but rebuild the domain pipeline around evidence clusters and hypothesis events.</p>
|
||||
</header>
|
||||
<div class="panel-body">
|
||||
<ul class="facts">
|
||||
<li><span>Pros</span><p>Fixes the product's epistemic spine without wasting useful infrastructure.</p></li>
|
||||
<li><span>Cons</span><p>Requires breaking contract migration across types, storage, compute, API, UI, and tests.</p></li>
|
||||
<li><span>Complexity</span><p>Medium-high.</p></li>
|
||||
<li><span>Migration Risk</span><p>Medium.</p></li>
|
||||
</ul>
|
||||
<ol class="steps">
|
||||
<li>Introduce <code>FlowEvidenceCluster</code>, <code>FlowHypothesisEvent</code>, <code>SmartFlowInsight</code>, <code>EvidenceQuality</code>, and version fields with compatibility aliases.</li>
|
||||
<li>Move signal eligibility out of ingest.</li>
|
||||
<li>Split compute into evidence join, cluster/structure, hypothesis scoring, and insight/alert projection.</li>
|
||||
<li>Replace derived JSON-only storage with typed query columns.</li>
|
||||
<li>Add replay-run harness that recomputes derived outputs from raw streams.</li>
|
||||
<li>Add <code>/flow/evidence</code>, <code>/flow/hypotheses</code>, <code>/flow/insights</code>, and WS equivalents.</li>
|
||||
<li>Rework UI drawers/tables around evidence quality, confidence vs conviction, alternatives, abstention, and catalyst/noise context.</li>
|
||||
<li>Add fixture suites for stale quotes, complex spreads, 0DTE/event noise, deep ITM, wide spreads, and off-exchange ambiguity.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</article>
|
||||
|
||||
<article class="panel option">
|
||||
<header>
|
||||
<span class="chip">Option C</span>
|
||||
<h3>Redesign</h3>
|
||||
<p>Start over with an event-sourced evidence engine and versioned, replayable policies.</p>
|
||||
</header>
|
||||
<div class="panel-body">
|
||||
<ul class="facts">
|
||||
<li><span>Pros</span><p>Cleanest long-term architecture and strongest research discipline.</p></li>
|
||||
<li><span>Cons</span><p>Slowest, overkill before product fit, and discards too much working infrastructure.</p></li>
|
||||
<li><span>Complexity</span><p>Very high.</p></li>
|
||||
<li><span>Migration Risk</span><p>High.</p></li>
|
||||
</ul>
|
||||
<ol class="steps">
|
||||
<li>Define new canonical event taxonomy and versioned policy registry.</li>
|
||||
<li>Build raw observation lake and deterministic replay runner first.</li>
|
||||
<li>Build evidence extraction and quote/condition eligibility services.</li>
|
||||
<li>Build cluster and structure hypothesis services.</li>
|
||||
<li>Build hypothesis scoring and calibration services.</li>
|
||||
<li>Build insight projection API.</li>
|
||||
<li>Rebuild terminal against new evidence/hypothesis contracts.</li>
|
||||
<li>Backfill or discard old derived data.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</article>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="recommendation">
|
||||
<h2>Recommendation</h2>
|
||||
<div class="callout">
|
||||
<p><strong>Choose Option B.</strong></p>
|
||||
<p>
|
||||
Option A is too timid for a pre-alpha product whose current names already fight the research.
|
||||
Option C is intellectually clean but wastes too much working infrastructure. Option B keeps the
|
||||
stack and terminal momentum while fixing the core mistake: treating smart money as a thing the
|
||||
system emits, instead of treating smart flow as a cautious, evidence-backed hypothesis with alternatives.
|
||||
</p>
|
||||
<p>
|
||||
The first implementation move should be the contract/naming PR: introduce
|
||||
<code>FlowHypothesisEvent</code> and <code>FlowEvidenceCluster</code> with compatibility aliases,
|
||||
then make replay the gate before touching more classifier logic.
|
||||
</p>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<footer>
|
||||
HTML companion for docs/plans/smart-flow-architecture-review.md. Styled for the Islandflow product register.
|
||||
</footer>
|
||||
</main>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -521,6 +521,8 @@
|
|||
<span class="chip">Source: markdown review</span>
|
||||
<span class="chip">Mode: Plan</span>
|
||||
<span class="chip good">Recommendation: Option B</span>
|
||||
<a class="chip" href="../implementation/synthetic-market-data/00-roadmap.html">Roadmap HTML</a>
|
||||
<a class="chip" href="../implementation/synthetic-market-data/index.html">Phase dossier</a>
|
||||
</div>
|
||||
</div>
|
||||
<aside class="decision" aria-label="Recommended architecture option">
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue