docs(post-v1.2): record v1.2.0-phase4.5 ship + triage next deliverables + file follow-up issues#105
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Updates the two header docs (CLAUDE.md + PHASE_STATUS.md) that contributors and Claude alike read first, so post-v1.2 context is current: - Latest release tag: 1.0.0 (stale) → v1.2.0-phase4.5 - Production commit: e57f09c (incorrect — that was a chore commit; the ship commit is b1588b2) → b1588b2 - "Next deliverable: tag v1.2.0-phase4.5" → tag is shipped; next is now a triage between 4.5e / 4h-4k / Phase 5 with effort estimates and which slots are already reserved PHASE_STATUS.md header section trimmed from "current focus = Phase 4 4f-implementation-next" to the post-v1.2 state with a 6-line header pointing at issue numbers + the per-phase blocks below for detail. Mirrors the same tightening done in CLAUDE.md. Two new issues filed post-tag (Phase 4.5 follow-ups, both non-blocking): - #103 — loss_avoidance_pattern fires 0% on S&P 500 (Burgstahler- Dichev 1997 cohort thresholds too tight for large-cap universe); follow-up to PR #97 (Phase 4.5d). Recommended fix: Option A (universe-scaled thresholds: NI ≤ $25M, EPS ≤ $0.25) once PR 4b §2 PBO/DSR backtest harness is wired into a calibration loop. - #104 — Tag-naming inconsistency: 1.0.0 sits off-pattern relative to the v0.X-phaseN / v1.2.0-phase4.5 family; recommended fix: Option A (add v1.0.0-phase3e as a sibling alias tag, do not delete 1.0.0). Pure housekeeping. No code changes — pure docs / metadata. Verification: - ruff check . → All checks passed - pytest -m "not network" → 856 passed (no regressions) https://claude.ai/code/session_015649aRyi2bvciQYZVNACd2
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Summary
Post-v1.2 polish — records the tag ship + triages next deliverables in the two header docs (CLAUDE.md + PHASE_STATUS.md) that contributors and Claude read first. Also files 2 Phase 4.5 follow-up issues filed alongside the docs update.
Doc updates
CLAUDE.md "Phase status":
v1.0.0(stale) →v1.2.0-phase4.5with release linke57f09cb(chore commit) →b1588b2a(actual ship commit)PHASE_STATUS.md "Current focus":
Issues filed (live links)
loss_avoidance_patternfires 0% on S&P 500 — Burgstahler-Dichev 1997 thresholds too tight for large-cap universe1.0.0should be re-tagged asv1.0.0-phase3eto match the project conventionv1.0.0-phase3eas a sibling alias tag, do not delete1.0.0)What this PR explicitly does NOT do
loss_avoidance_patternfires 0% on S&P 500 — Burgstahler-Dichev 1997 thresholds too tight for large-cap universe #103 or Tag-naming inconsistency:1.0.0should be re-tagged asv1.0.0-phase3eto match the project convention #104 — both are tracked for future PRs1.0.0or alias-tag it (per Tag-naming inconsistency:1.0.0should be re-tagged asv1.0.0-phase3eto match the project convention #104 acceptance criteria, that's a separate PR)Verification ladder
ruff check .— All checks passedpytest tests/ -m "not network"— 856 passed (no regressions)https://claude.ai/code/session_015649aRyi2bvciQYZVNACd2
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