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seathatflowsinourveins merged 1 commit into from
Sep 25, 2026
Merged

Independent reviews of the five WSL data and skfolio receipts (5 agree) #285

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44 changes: 22 additions & 22 deletions catalogs/landscape/component-evidence-matrix.json
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Expand Up @@ -4182,7 +4182,7 @@
"dissented": 0,
"fail": 0,
"independently_reviewed_fail": 0,
"independently_reviewed_pass": 0,
"independently_reviewed_pass": 1,
"latest": "2026-09-25T15:36:18Z",
"pass": 1
},
Expand Down Expand Up @@ -4231,14 +4231,14 @@
"linux-wsl2-x86_64": {
"alias_receipts": [],
"catalog_status": "accepted",
"derived_reason": "native_proven winner without a registered evidence/ reference",
"derived_status": "conditional",
"e2e_state": "accepted",
"derived_reason": "independently reviewed native_proven pass at the current pin",
"derived_status": "accepted",
"e2e_state": "host_verified",
"host_receipts": {
"dissented": 0,
"fail": 0,
"independently_reviewed_fail": 0,
"independently_reviewed_pass": 0,
"independently_reviewed_pass": 1,
"latest": "2026-09-25T15:36:36Z",
"pass": 1
},
Expand Down Expand Up @@ -4272,14 +4272,14 @@
"linux-wsl2-x86_64": {
"alias_receipts": [],
"catalog_status": "accepted",
"derived_reason": "native_proven winner without a registered evidence/ reference",
"derived_status": "conditional",
"e2e_state": "accepted",
"derived_reason": "independently reviewed native_proven pass at the current pin",
"derived_status": "accepted",
"e2e_state": "host_verified",
"host_receipts": {
"dissented": 0,
"fail": 0,
"independently_reviewed_fail": 0,
"independently_reviewed_pass": 0,
"independently_reviewed_pass": 1,
"latest": "2026-09-25T15:36:46Z",
"pass": 1
},
Expand Down Expand Up @@ -4360,14 +4360,14 @@
"linux-wsl2-x86_64": {
"alias_receipts": [],
"catalog_status": "accepted",
"derived_reason": "native_proven winner without a registered evidence/ reference",
"derived_status": "conditional",
"e2e_state": "accepted",
"derived_reason": "independently reviewed native_proven pass at the current pin",
"derived_status": "accepted",
"e2e_state": "host_verified",
"host_receipts": {
"dissented": 0,
"fail": 0,
"independently_reviewed_fail": 0,
"independently_reviewed_pass": 0,
"independently_reviewed_pass": 1,
"latest": "2026-09-25T15:37:11Z",
"pass": 1
},
Expand Down Expand Up @@ -4555,14 +4555,14 @@
"linux-wsl2-x86_64": {
"alias_receipts": [],
"catalog_status": "accepted",
"derived_reason": "native_proven winner without a registered evidence/ reference",
"derived_status": "conditional",
"e2e_state": "accepted",
"derived_reason": "independently reviewed native_proven pass at the current pin",
"derived_status": "accepted",
"e2e_state": "host_verified",
"host_receipts": {
"dissented": 0,
"fail": 0,
"independently_reviewed_fail": 0,
"independently_reviewed_pass": 0,
"independently_reviewed_pass": 1,
"latest": "2026-09-25T15:37:11Z",
"pass": 1
},
Expand Down Expand Up @@ -4596,14 +4596,14 @@
"linux-wsl2-x86_64": {
"alias_receipts": [],
"catalog_status": "accepted",
"derived_reason": "native_proven winner without a registered evidence/ reference",
"derived_status": "conditional",
"e2e_state": "accepted",
"derived_reason": "independently reviewed native_proven pass at the current pin",
"derived_status": "accepted",
"e2e_state": "host_verified",
"host_receipts": {
"dissented": 0,
"fail": 0,
"independently_reviewed_fail": 0,
"independently_reviewed_pass": 0,
"independently_reviewed_pass": 1,
"latest": "2026-09-25T15:36:36Z",
"pass": 1
},
Expand Down Expand Up @@ -4889,7 +4889,7 @@
"dissented": 0,
"fail": 0,
"independently_reviewed_fail": 0,
"independently_reviewed_pass": 0,
"independently_reviewed_pass": 1,
"latest": "2026-09-25T15:36:28Z",
"pass": 1
},
Expand Down
14 changes: 7 additions & 7 deletions catalogs/landscape/new-host-grand-list.json
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Expand Up @@ -2619,7 +2619,7 @@
"recipe": "blueprints/us-equities/catalyst-provenance/README.md",
"platforms": {
"linux-wsl2-x86_64": {
"e2e_state": "accepted",
"e2e_state": "host_verified",
"bootstrap_pinned": false,
"bootstrap_version": null
},
Expand Down Expand Up @@ -2656,7 +2656,7 @@
"recipe": "blueprints/us-equities/data/README.md",
"platforms": {
"linux-wsl2-x86_64": {
"e2e_state": "accepted",
"e2e_state": "host_verified",
"bootstrap_pinned": false,
"bootstrap_version": null
},
Expand Down Expand Up @@ -2716,7 +2716,7 @@
"recipe": "blueprints/us-equities/research-evaluation/README.md",
"platforms": {
"linux-wsl2-x86_64": {
"e2e_state": "accepted",
"e2e_state": "host_verified",
"bootstrap_pinned": false,
"bootstrap_version": null
},
Expand Down Expand Up @@ -2759,7 +2759,7 @@
"recipe": "blueprints/us-equities/research-evaluation/README.md",
"platforms": {
"linux-wsl2-x86_64": {
"e2e_state": "accepted",
"e2e_state": "host_verified",
"bootstrap_pinned": false,
"bootstrap_version": null
},
Expand Down Expand Up @@ -2790,7 +2790,7 @@
"recipe": "blueprints/us-equities/catalyst-provenance/README.md",
"platforms": {
"linux-wsl2-x86_64": {
"e2e_state": "accepted",
"e2e_state": "host_verified",
"bootstrap_pinned": false,
"bootstrap_version": null
},
Expand Down Expand Up @@ -3062,11 +3062,11 @@
"candidate:typesafe-ai-skills"
],
"e2e_accepted": {
"linux-wsl2-x86_64": 21,
"linux-wsl2-x86_64": 16,
"macos-arm64": 0
},
"e2e_host_verified": {
"linux-wsl2-x86_64": 27,
"linux-wsl2-x86_64": 32,
"macos-arm64": 6
},
"bootstrap_pinned": {
Expand Down
8 changes: 4 additions & 4 deletions docs/component-evidence-matrix.md
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Expand Up @@ -46,12 +46,12 @@ Each winner shows, for linux-wsl2-x86_64 / macos-arm64, its `e2e_state` and host
| `us-equities/evaluation-experiments` | dual_lane_adjudicated (adjudication: `evidence/artifacts/layer-verdicts-20260922/adjudication/us-equities-evaluation-experiments-20260922.json`) | foundation-agent-retrieval-bench (not_established [0/0/0/0] / untested [0/0/0/0]); inspect-ai (not_established [0/0/0/0] / untested [0/0/0/0]); data-mlflow (not_established [0/0/0/0] / untested [0/0/0/0]) |
| `us-equities/execution-broker` | pending_lanes (adjudication: `evidence/artifacts/layer-verdicts-20260922/adjudication/us-equities-execution-broker-20260922.json`) | - |
| `us-equities/identity-provenance` | dual_lane_adjudicated (adjudication: `evidence/artifacts/layer-verdicts-20260922/adjudication/us-equities-identity-provenance-20260922.json`) | data-dvc (not_established [0/0/0/0] / untested [0/0/0/0]) |
| `us-equities/market-data-reference` | dual_lane_same_winner | data-alpaca-py (accepted [1/0/0/0] / untested [0/0/0/0] +1 alias receipt(s), not counted); data-edgartools (accepted [1/0/0/0] / untested [0/0/0/0]); data-exchange-calendars (accepted [1/0/0/0] / untested [0/0/0/0]) |
| `us-equities/market-data-reference` | dual_lane_same_winner | data-alpaca-py (accepted [1/0/1/0] / untested [0/0/0/0] +1 alias receipt(s), not counted); data-edgartools (host_verified [1/0/1/0] / untested [0/0/0/0]); data-exchange-calendars (host_verified [1/0/1/0] / untested [0/0/0/0]) |
| `us-equities/observability-hosting` | pending_lanes (adjudication: `evidence/artifacts/layer-verdicts-20260922/adjudication/us-equities-observability-hosting-20260922.json`) | - |
| `us-equities/portfolio-risk` | dual_lane_same_winner | skfolio (accepted [1/0/0/0] / untested [0/0/0/0]) |
| `us-equities/research-factors-ml` | dual_lane_same_winner | skfolio (accepted [1/0/0/0] / untested [0/0/0/0]); data-edgartools (accepted [1/0/0/0] / untested [0/0/0/0]) |
| `us-equities/portfolio-risk` | dual_lane_same_winner | skfolio (host_verified [1/0/1/0] / untested [0/0/0/0]) |
| `us-equities/research-factors-ml` | dual_lane_same_winner | skfolio (host_verified [1/0/1/0] / untested [0/0/0/0]); data-edgartools (host_verified [1/0/1/0] / untested [0/0/0/0]) |
| `us-equities/security-supply-chain` | dual_lane_same_winner | grype (accepted [0/0/0/0] / untested [0/0/0/0]); syft (host_verified [2/0/2/0] / untested [0/0/0/0]); gitleaks (host_verified [2/0/2/0] / host_verified [1/0/1/0]) |
| `us-equities/storage-compute` | dual_lane_same_winner | data-duckdb (accepted [1/0/0/0] / untested [0/0/0/0] +1 alias receipt(s), not counted) |
| `us-equities/storage-compute` | dual_lane_same_winner | data-duckdb (accepted [1/0/1/0] / untested [0/0/0/0] +1 alias receipt(s), not counted) |

## Alias receipts (listed, never counted)

Expand Down
12 changes: 6 additions & 6 deletions docs/new-host-grand-list.md
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Expand Up @@ -2,7 +2,7 @@

Generated by `scripts/new_host_grand_list.py` from the component evidence matrix, the layer ledgers, `catalogs/sota-convergence/manifest-20260923.json`, `adoption/manifest.json`, the bootstrap pin files and `adoption/hardware-profiles.json`. Do not edit by hand; run `python3 scripts/new_host_grand_list.py --write`. It selects nothing: winners and verdicts change only through the lane re-record, pins only through their qualification.

Layers: 20 foundation, 12 trading. Winners: 66 layer-winner pairs (55 distinct components). Pairs accepted end to end: 48 (27 of them `host_verified` on a host receipt) on WSL2, 6 (6 of them `host_verified` on a host receipt) on macOS. Distinct components pinned behind upstream: 12. Pairs a new host still has to prove: 18 on WSL2, 60 on macOS (the `needs_host` lists in `catalogs/landscape/component-evidence-matrix.json`).
Layers: 20 foundation, 12 trading. Winners: 66 layer-winner pairs (55 distinct components). Pairs accepted end to end: 48 (32 of them `host_verified` on a host receipt) on WSL2, 6 (6 of them `host_verified` on a host receipt) on macOS. Distinct components pinned behind upstream: 12. Pairs a new host still has to prove: 18 on WSL2, 60 on macOS (the `needs_host` lists in `catalogs/landscape/component-evidence-matrix.json`).

## How to set up a host

Expand Down Expand Up @@ -116,12 +116,12 @@ Locally-run model weights a host receipt recorded qualifying on a runtime compon
| Execution and broker adapters | keep_but_compare | — | — | — | — | — | — | 0 / 1 |
| Identity, provenance and lineage | keep_but_compare | `data-dvc` | 3.67.1; source 356dfa03278058b02df42124f243c2c345329dae | source_review | not_established | untested | — | 2 / 5 |
| Market data and reference | keep_but_compare | `data-alpaca-py` | v0.44.0; source cc4cb3b7ba50ae250e621983c2779047fb16bb28 | native_proven | accepted | untested | research-runtime, trading-nautilus | 8 / 17 |
| | | `data-edgartools` | v5.58.0; source abe44344c56cf4bfb5443e0debca7e39342f6e7a | native_proven | accepted | untested | research-runtime | |
| | | `data-exchange-calendars` | 4.13.2; source dbe38b1f6887434bbdd1a7d2df6ff8f1742a048a | native_proven | accepted | untested | research-runtime | |
| | | `data-edgartools` | v5.58.0; source abe44344c56cf4bfb5443e0debca7e39342f6e7a | native_proven | host_verified | untested | research-runtime | |
| | | `data-exchange-calendars` | 4.13.2; source dbe38b1f6887434bbdd1a7d2df6ff8f1742a048a | native_proven | host_verified | untested | research-runtime | |
| Observability and hosting | retain | — | — | — | — | — | — | 1 / 1 |
| Portfolio and risk | keep_but_compare | `skfolio` | 1.2.9; WalkForward source c99fcf71349e2df4a7a1033ee85ca2e9ced9abee (behind v1.3.0) | native_proven | accepted | untested | research-runtime | 10 / 13 |
| Research, factors and ML | keep_but_compare | `skfolio` | 1.2.9; WalkForward source c99fcf71349e2df4a7a1033ee85ca2e9ced9abee (behind v1.3.0) | native_proven | accepted | untested | research-runtime | 9 / 16 |
| | | `data-edgartools` | v5.58.0; source abe44344c56cf4bfb5443e0debca7e39342f6e7a | native_proven | accepted | untested | research-runtime | |
| Portfolio and risk | keep_but_compare | `skfolio` | 1.2.9; WalkForward source c99fcf71349e2df4a7a1033ee85ca2e9ced9abee (behind v1.3.0) | native_proven | host_verified | untested | research-runtime | 10 / 13 |
| Research, factors and ML | keep_but_compare | `skfolio` | 1.2.9; WalkForward source c99fcf71349e2df4a7a1033ee85ca2e9ced9abee (behind v1.3.0) | native_proven | host_verified | untested | research-runtime | 9 / 16 |
| | | `data-edgartools` | v5.58.0; source abe44344c56cf4bfb5443e0debca7e39342f6e7a | native_proven | host_verified | untested | research-runtime | |
| Security and supply chain | retain | `grype` | v0.119.0 | native_proven | accepted | untested | — | 12 / 16 |
| | | `syft` | v1.52.0 | native_proven | host_verified | untested | — | |
| | | `gitleaks` | v8.30.1 | native_proven | host_verified | host_verified | — | |
Expand Down
10 changes: 10 additions & 0 deletions ...stack-5975wx-20260925/nativestack-5975wx-20260925--data-alpaca-py--install--20260925.json
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Expand Up @@ -69,6 +69,16 @@
"reviewer": {
"identity_sha256": "fd125af99ec605cd6d05e7fe22787cf60383732ab975747abbae4309028c5e73"
}
},
{
"kind": "independent_session",
"ref": "Reproduced on this host from a clean detached checkout of main at cd17bda2: every recorded command re-ran with the recorded exit code; all outputs byte-identical except uv's timing line in cmd 2; the network tag check (cmd 3) byte-identical. Install stage, readiness only, as claimed: beyond a version call, alpaca.trading.requests imported and built a LimitOrderRequest in a no-network namespace. Checked: every version, lock and pin claim is backed by a retained command (importlib.metadata 0.44.0, uv pip sync --dry-run --offline makes no changes, tag v0.44.0 at cc4cb3b7), and the receipt is bound to the layer winner data-alpaca-py (pin_matches true).",
"verdict": "agree",
"at_utc": "2026-09-25T20:24:41Z",
"reviewer": {
"identity_sha256": "ebc869dd1e67d16a8d46b08a45900ac439b2f0de4b27f34c4cba532be5a529b3",
"model": "claude-opus-5-5"
}
}
]
}
10 changes: 10 additions & 0 deletions ...ivestack-5975wx-20260925/nativestack-5975wx-20260925--data-duckdb--install--20260925.json
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Expand Up @@ -68,6 +68,16 @@
"reviewer": {
"identity_sha256": "fd125af99ec605cd6d05e7fe22787cf60383732ab975747abbae4309028c5e73"
}
},
{
"kind": "independent_session",
"ref": "Reproduced on this host from a clean detached checkout of main at cd17bda2: every recorded command re-ran with the recorded exit code; all outputs byte-identical except uv's timing line in cmd 2; the network tag check (cmd 3) byte-identical. Install stage, readiness only, as claimed: beyond a version call, the engine's own pragma_version() returned library_version v1.5.5 with source_id d8cdaa33fd, a prefix of the pinned commit, in a no-network namespace. Checked: every version, lock and pin claim is backed by a retained command, and the receipt is bound to the layer winner data-duckdb (pin_matches true).",
"verdict": "agree",
"at_utc": "2026-09-25T20:24:41Z",
"reviewer": {
"identity_sha256": "ebc869dd1e67d16a8d46b08a45900ac439b2f0de4b27f34c4cba532be5a529b3",
"model": "claude-opus-5-5"
}
}
]
}
10 changes: 10 additions & 0 deletions ...ivestack-5975wx-20260925/nativestack-5975wx-20260925--data-edgartools--use--20260925.json
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Expand Up @@ -77,6 +77,16 @@
"reviewer": {
"identity_sha256": "fd125af99ec605cd6d05e7fe22787cf60383732ab975747abbae4309028c5e73"
}
},
{
"kind": "independent_session",
"ref": "Reproduced on this host from a clean detached checkout of main at cd17bda2: every recorded command re-ran with the recorded exit code; all outputs byte-identical except uv's self-reported timing line in cmd 1, and the network tag check (cmd 0) byte-identical. Adequacy-checked all four points: (1) layer role: the native edgar.documents HTMLParser parsed a real 2021 Form 8-K fixture offline in a no-network namespace, and cmd 3 verified the Markdown content (Item 8.01 and 9.01 headings, both merger parties, the agreement) with 0 SEC requests; (2) positive control not required: the parser output is checked against expected content, and native_document.py raises on a fixture hash mismatch (lines 19-23); (3) version, lock match and tag-to-commit claims are backed by retained commands; (4) bound to the layer winner data-edgartools (pin_matches true).",
"verdict": "agree",
"at_utc": "2026-09-25T20:24:41Z",
"reviewer": {
"identity_sha256": "ebc869dd1e67d16a8d46b08a45900ac439b2f0de4b27f34c4cba532be5a529b3",
"model": "claude-opus-5-5"
}
}
]
}
10 changes: 10 additions & 0 deletions ...-5975wx-20260925/nativestack-5975wx-20260925--data-exchange-calendars--use--20260925.json
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Expand Up @@ -62,6 +62,16 @@
"reviewer": {
"identity_sha256": "fd125af99ec605cd6d05e7fe22787cf60383732ab975747abbae4309028c5e73"
}
},
{
"kind": "independent_session",
"ref": "Reproduced on this host from a clean detached checkout of main at cd17bda2: every recorded command re-ran with the recorded exit code; all outputs byte-identical except uv's timing line in cmd 1; the network tag check (cmd 0) byte-identical. Adequacy-checked all four points: (1) layer role: XNYS session questions answered in a no-network namespace (open/close, early close, DST shift, holidays, 2024 session count, next open), and the expected values agree with the NYSE schedule (EDT 13:30-20:00 UTC, 2024-11-29 18:00 UTC close, DST began 2024-03-10, closed 2025-01-09, 252 sessions in 2024); (2) positive control: session_open on the 2024-07-04 holiday raised NotSessionError; (3) version, lock match and tag-to-commit claims backed; (4) bound to the layer winner data-exchange-calendars (pin_matches true).",
"verdict": "agree",
"at_utc": "2026-09-25T20:24:41Z",
"reviewer": {
"identity_sha256": "ebc869dd1e67d16a8d46b08a45900ac439b2f0de4b27f34c4cba532be5a529b3",
"model": "claude-opus-5-5"
}
}
]
}
10 changes: 10 additions & 0 deletions ...osts/nativestack-5975wx-20260925/nativestack-5975wx-20260925--skfolio--use--20260925.json
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Expand Up @@ -77,6 +77,16 @@
"reviewer": {
"identity_sha256": "fd125af99ec605cd6d05e7fe22787cf60383732ab975747abbae4309028c5e73"
}
},
{
"kind": "independent_session",
"ref": "Reproduced on this host from a clean detached checkout of main at cd17bda2: every recorded command re-ran with the recorded exit code; all outputs byte-identical except uv's timing line in cmd 0; the WalkForward-hash and network tag check (cmd 1) byte-identical. Adequacy-checked all four points: (1) layer role: the frozen research-evaluation WalkForward study reproduced 20 folds with stdout byte-identical to the recorded authoring run, and MeanRisk min-variance weights sum to 1, none negative, variance below equal weight, with (8312-252)//63 = 127 walk-forward test folds; (2) positive control: an infeasible min_weights=0.2 over 20 assets was refused (SolverError); (3) installed _walk_forward.py sha256, lock match and tag-to-commit claims backed; (4) bound to the layer winner skfolio (pin_matches true).",
"verdict": "agree",
"at_utc": "2026-09-25T20:24:41Z",
"reviewer": {
"identity_sha256": "ebc869dd1e67d16a8d46b08a45900ac439b2f0de4b27f34c4cba532be5a529b3",
"model": "claude-opus-5-5"
}
}
]
}
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