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VIOLET OA: partial spec PASS 7 — V5 selection + multi-asset slots + capital allocation

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VIOLET_PART_SPEC_OA_TODO_PASS7.md — the V5 ladder layer as six independent units extending
contracts_v3 (AssetRank/SlotState/CapitalAllocation/SlotPolicy):
  31. Selection contracts + SlotPolicy.
  32. ARS ranking pipeline (faithful to AlphaAssetSelector.rank_assets + OB Sub-1 ±5/10% + IRP
      alignment filter + stablecoin exclusion).
  33. Multi-asset slot manager (max_slots, assignment by rank, hysteresis anti-churn, no double-occ).
  34. Capital allocation across slots (BLUE notional = base_fraction × conviction × capital; no
      invented normalization).
  35. Selection→slot→intent multi-asset DARK flow harness.
  36. Ranking bit-identity @gate vs the real AlphaAssetSelector.

NOTE (CRITICAL #1): the disappointing live parity (pick-match 1.5%, no-pick 86%, sizing near-
identical when aligned) implicates THIS selection/timing layer. PASS 7 PINS the ranking math
bit-for-bit (Task 36), which narrows the live-parity suspect to timing/join — but the
live-aggregate root-cause stays Claude's job (not this pass). Faithful to AlphaAssetSelector /
BIBLE §5; cite kernel file:line. New-file-only under selection/.

Standing ready for PASS 8–9. Added PASS 7 to the review queue in VIOLET_TODO_CRITICAL.md.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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2026-06-17 10:53:12 +02:00
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@@ -70,6 +70,12 @@ QUIRK-INJECTION gate that flips PASS-5's QuirkProfile flags ON and proves each h
the quirk. Mirrors PINK's production fixes (pink_direct.py). Real-key smoke still MANDATORY before
V4-live; review when done.
**PASS 7**: `VIOLET_PART_SPEC_OA_TODO_PASS7.md` (issued 2026-06-17) — V5 selection (faithful
ARS/IRP ranking + OB Sub-1), multi-asset slot manager, capital allocation, multi-asset flow, and a
ranking bit-identity gate vs AlphaAssetSelector. NOTE: this layer is the suspected locus of CRITICAL
#1 — PASS 7 PINS the ranking math (narrowing the suspect to timing/join), but the live-aggregate
root-cause stays Claude's job. Review when done.
**Action:** review each pass for correctness, BLUE-algo compliance, V-TYPES, no-shared-edits,
real (non-vacuous) tests. **Owner: Claude (me), later.**