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16b2d188295854b967492e0758b4e63797061ca9
siloqy/prod/docs/VIOLET_TODO_CRITICAL.md
Codex 16b2d18829 VIOLET OA: partial spec PASS 8 — V6 bible consumers (posture / MARAS / regime) + cadence telemetry 
VIOLET_PART_SPEC_OA_TODO_PASS8.md — the V6 bible-layer remainder (ACB done; vol = PASS-4 §14;
sub-second SL guard = PASS-3 §10), six independent units extending contracts_v3 (Posture/
PostureEffect/MarasFingerprint/RegimeView/ActionCadenceDelta):
  37. Regime/posture contracts (Posture literal == sizing.Posture).
  38. Posture effects engine — 5-state entry-gate/flatten/size-cap, transcribed from the
      orchestrator (HIBERNATE_HALT :365, STALKER 2.0 :613, TURTLE regime_dd_halt).
  39. MARAS fingerprint consumer — role determined FROM CODE (modulating vs observability-only);
      no invented effect.
  40. Regime composite read-model (RegimeView; observability/divergence, NOT a sizing path).
  41. Cadence shadow-actuation telemetry harness — evaluate-at-fastest / actuate-at-Q deltas (the
      shadow evidence required before any Q loosening).
  42. Posture/regime parity @gate vs BLUE (bit-identity of gating).

Framing: VIOLET CONSUMES posture/MARAS (BLUE's MHS owns them) — these units APPLY published
effects, they do not run the meta-health state machine. Faithful to the kernel; cite file:line; the
STALKER size-cap stays in sizing.py (this pass owns the entry-gate + observability).

This is the last bible-layer pass; PASS 9 (economics/observability completeness) remains. Added
PASS 8 to the review queue in VIOLET_TODO_CRITICAL.md.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-17 11:32:53 +02:00

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VIOLET — CRITICAL TODO / review queue (prominent)

Date: 2026-06-17. Single place for the must-not-forget VIOLET items. Review-later, not now.

🔴 CRITICAL #1 — VIOLET↔BLUE parity is VERY DISAPPOINTING (review + root-cause BEFORE any soak/V4)

Report: prod/VIOLET_dev/reports/violet_parity_20260616_220412.md (+ .json). Window 2026-06-14 20:15 → 2026-06-15 21:00. Produced by PASS-2 Task 4 (parity_report.py).

Headline:

  • Pick-match rate: 0.015 (1.5%) — VIOLET rows 2853, exact pick matches only 43.
  • Same-asset rate: 0.136 (13.6%); no-pick: 2465 / 2853 (86%).
  • BLUE rows 25941 (scan_eval 25278 + trade_events 663).

KEY NUANCE (where the review should START): on the 43 rows that DID align, sizing is near-identical — leverage abs error mean 0.016 / median 0.0 / max 0.135. So the V3.4 sizing math (boost/beta/mc_scale/ob/esof/compose) is NOT the problem; the divergence is in ASSET SELECTION / TIMING / the comparison's ALIGNMENT method. Candidate causes to investigate (do not assume — measure):

  1. Apples-to-oranges population. BLUE scan_eval (25278) is likely per-scan-per-asset evaluations, while VIOLET rows are actuated decisions — the report may be comparing different things. Verify the alignment/join semantics in parity_report.py first.
  2. Selection divergence. VIOLET's VioletAssetSelector (IRP) vs BLUE's live selection over the same scan stream — are they fed the same universe/lookback at the same scan index? The sizing-gap samples (TRX/ATOM/LTC/XLM SHORT with large notional_rel_err) suggest VIOLET fires on assets BLUE sized very differently or didn't pick.
  3. Cadence/actuation. VIOLET actuates at Q=scan; if its scan alignment or dedupe differs, picks land at different scans → counted as no-pick.
  4. The known structural items (OB single-shot before V3.4d; mc_scale; live-factor sourcing) — re-run parity AFTER V3.4d's persistent-OB launcher + the bit-identity fixes to see if the number moves.

Action: full review of parity_report.py + a root-cause pass; fix the alignment OR the selection divergence; re-run. This gates a meaningful DARK soak — a 1.5% pick-match makes the soak uninterpretable. Owner: Claude (me), later.

🟡 #2 — Review the OA-delegated PASS work (NOT yet reviewed)

The parallel agent reports these DONE; none reviewed for correctness / BLUE-compliance yet.

PASS 1 (VIOLET_PART_SPEC_OA_TODO.md):

  • 53bdd90 sizing parity-pin tests
  • 12b768b venue OB provider seam (venue_ob_provider.py)
  • bae9284 base-fraction sizing study (+ archived report)

PASS 2 (VIOLET_PART_SPEC_OA_TODO_PASS2.md):

  • parity_report.py (Task 4 — the report above) + test
  • tradeability.py (Task 6) + test
  • test_violet_v3_decision_latency_gate.py (Task 5) → report violet_v3_decision_latency_2026...
  • test_violet_replay_determinism_gate.py (Task 7) → report violet_replay_determinism_2026...

PASS 3: VIOLET_PART_SPEC_OA_TODO_PASS3.md (issued 2026-06-17) — venue feed / mechanical exits / SL floor / event-restore / slippage / cadence; review when done.

PASS 4: VIOLET_PART_SPEC_OA_TODO_PASS4.md (issued 2026-06-17) — vol gate / V7 exit wrapper / economics ledger / exec-intent / alpha data feed / time exits; review when done.

PASS 5: VIOLET_PART_SPEC_OA_TODO_PASS5.md (issued 2026-06-17) — MOCK-BINGX execution stack (exec contracts + QuirkProfile seams / order FSM / mock venue / fill reducer / DARK E2E gate). NOTE: BingX "quirks" are SEAM-ONLY here (default OFF) — a later quirk-injection pass + a mandatory real-key boundary smoke are required before V4-live; review when done.

PASS 6: VIOLET_PART_SPEC_OA_TODO_PASS6.md (issued 2026-06-17) — execution INTERNALS (fill-pump/ownership filter, reconcile/zero-wb guard, TTL-requote, orphan handling) + the QUIRK-INJECTION gate that flips PASS-5's QuirkProfile flags ON and proves each handler neutralizes 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.

PASS 8: VIOLET_PART_SPEC_OA_TODO_PASS8.md (issued 2026-06-17) — V6 bible CONSUMERS: posture effects engine (5-state entry-gate/flatten/cap), MARAS fingerprint consumer (role TBD from code — no invented modulation), regime read-model, cadence shadow-actuation telemetry, posture/regime parity gate. VIOLET CONSUMES posture/MARAS (MHS owns them); ACB/vol/SL-guard already covered elsewhere. 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.

🟢 #3 — Integration / "sprint" consolidation (my later work)

Once the passes are reviewed, I will: (a) review ALL passes together, (b) integrate them (resolve interfaces, dedupe), (c) test them together, (d) plug into the operational system, (e) E2E test.

Nomenclature note (raised by operator): a "pass" here = a batch of self-contained tasks delegated to one agent — smaller than an Agile sprint (a time-boxed iteration, typ. 1-4 weeks, team-scoped, ending in a shippable increment, with planning/review/retro ceremonies). In this project's existing usage, "Sprint N" already maps to a V-stage bundle (Sprint 1 = V0+V1, Sprint 2 = V2, Sprint 3 = V3) — i.e. an epic/milestone. So the cleanest mapping: V-stage = sprint/epic; "pass" = a sub-sprint work-package / task-bundle within it. Renaming passes to "sprints" would over-claim scope; keep "pass"/"work-package", or call each an "increment". Decide at integration time.

Gating rule

The DARK soak (operator-held) and V4 are NOT meaningfully runnable until CRITICAL #1 is root-caused — a 1.5% pick-match means the shadow is not yet tracking BLUE's decisions.