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ten31-signal-engine/ROADMAP.md
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Keysat 0cba2626d3 Record Strike test conditional pass; track reflexivity follow-up
Full STRIKE2022 pipeline ran clean: 63 filing extracts (3,330 claims,
56,008 total), embed-claims indexed all into Qdrant, two-sided live/test.
Engine refuses the false positive (net=+0.25, capped single bitcoin
cluster, far below the 2.0 firing bar) but the own_network-drop
reflexivity demo is unexercised (own_net=0, live==test) because
RHR/CD/Bitcoin.Review were deferred at transcription 2026-06-08.
Accepted as a conditional pass; un-defer follow-up tracked in ROADMAP.
2026-06-16 12:39:13 -05:00

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Ten31 Signal Engine — ROADMAP

Longer-term backlog (the near-term snapshot lives in AGENTS.md → Current state). Rationale and the falsification hypotheses (H1H6) are in DESIGN_v2.md.

Scoring brain — the real validation

  • Frontier-fan-out test (H6) — the untested half, = the actual §1.1 miss. Seed a 2023 conviction, give the model 2023-ONLY context, let it PROPOSE the derivatives, then score that tree's precision/ recall against what actually repriced. The §7.1 backtest hand-wrote the tree (hindsight leakage); this is the part that matters and isn't tested yet.
  • Estimator rework (H4). Replace the fragile 2nd-derivative acceleration with a persistence / level-crossing test on the corroboration arrival rate, with per-source-type window cadence.
  • Build the real resolver. signals/resolver.py is a stub. Settle the lead-time-vs-actual-repricing debate empirically against structured outcomes (price, FERC interconnection queue, PPAs, capex, policy).
  • Extend claim-type weighting to the §7.1 power-infra tree (it currently only gates the bitcoin adversarial cases; descriptive-deployed > predictive-intent should apply everywhere).
  • Job A scorers (emergence / stance / intersection) for the forward Discovery pilot.
  • MD&A targeting for filings — extract Item 7, not front-matter boilerplate.

Corpus & independence

  • Complete the Strike reflexivity demonstration (deferred 2026-06-16). The STRIKE2022 adversarial test is a conditional pass: the engine refuses the false positive via the capped single-bitcoin-cluster guard (net=+0.25EISC_FLOOR=2.0), but the own_network-drop mechanism (live quiet < test fires) is unexercised because RHR (80) / CD (77) / Bitcoin.Review (12) were deferred at transcription on 2026-06-08 (own_net=0, live==test). To finish: un-defer + transcribe the RHR/CD 202223 Lightning-retail windowrun-extract → re-run two-sided --conviction STRIKE2022 --modes live,test; PASS = test fires while live stays quiet. Costs constrained audio-GPU time, hence deferred.
  • Confirm materiality of the remaining own_network-flagged sources with Grant: Unchained, Debifi, Coinkite (Bitcoin.Review). Immaterial → flip to independent (the River/Swan precedent).
  • BTC Sessions (Ben Perrin) — strongest still-missing independent high-Strike merchant/wallet-adoption show; resolve feed + ingest (a task chip exists for it).
  • River image-PDF reports — the 2022 Lightning report + 2025/2026 adoption reports have no text layer; add an OCR / page-rasterization+vision path to ingest them.
  • Broad, lineage-aware corpus expansion toward independent vantage points (not more correlated sell-side / trade-press voices).

Infrastructure & ops

  • Add an automated test suite (none today) — start with the scoring primitives (EISC, two_sided, as-of harness) and the queue.
  • Episode-pipelining in transcribe_worker — download/chunk the next episode while transcribing the current one, to close the inter-episode GPU idle gap (the per-chunk 2-in-flight path is already done).
  • Corpus-management UI — add to the corpus over time and see the full corpus selection.
  • Expose pipeline tunables in the UI (with the UI topic). Extraction chunk size + per-doc chunk cap, audio chunk length, audio concurrency, etc. are currently hardcoded defaults (now also CLI flags on run-extract: --chunk-chars, --max-chunks). Surface them in the UI so they're visible/adjustable, not black-box assumptions we forget about. Tie to the corpus-management UI work.
  • Forward live operation — the only real test: scoring un-pre-selected signals as they arrive, with the dual-evaluation ledger as arbiter.

Packaging / deploy

  • Start9 s9pk packaging. Build with make x86 then make installimmense-voyage.local. Bump the package version in the manifest BEFORE building (Start9 0.4.x won't recognize an un-bumped rebuild). See the placement standard for infra conventions.