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15 changes: 8 additions & 7 deletions AGENTS.md
Original file line number Diff line number Diff line change
Expand Up @@ -287,14 +287,15 @@ note cross-tool-specific points only:
Section B post-PR-#79 soft-band against Schroeder 2024 / CMN 2020;
regression guard now fires only when `tier2_coverage_pct` ≤ 5%.
Paired with quarterly cohort audit comment on issue #130.
- **Phase 0 of epic #150 in flight** — foundation reconciliation
roadmap covering 17 findings from 2-round scrutinize. Phase 0 (this
PR) lands the user-trust METHODOLOGY.md §"Known limitations"
section (survivorship, percentile semantics, pillar correlation,
extreme-estimate conflation, weight rationale, top-decile by-
construction, calibration drift). Phases 1-3 follow per epic
tracker. Cross-tool agents should read epic #150 before touching
- **Phase 0 of epic #150 merged via PR #151** (2026-05-20) — adds
METHODOLOGY.md §"Known limitations" + PillarRadarChart label fix.
Cross-tool agents should read epic #150 before touching
`compute/scoring/**` or `compute/valuation/**` paths.
- **Phase 1.3 smoke-test in flight** — throwaway PR with docstring
cross-reference in `compute/scoring/composite.py` to dogfood the
`pre-merge-prod-sim.yml` workflow (path filter triggers on
`compute/scoring/**`). PR #148 + PR #149 didn't trigger the filter
on themselves; first real end-to-end test.

## Claude-Code-specific tooling

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16 changes: 11 additions & 5 deletions CLAUDE.md
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Expand Up @@ -138,6 +138,10 @@ release tag [**`v1.2.0-phase4.5`**](https://github.com/dackclup/quantrank/releas
(2026-05-17, `6d414a9b`).

**Recently merged**:
- [PR #151](https://github.com/dackclup/quantrank/pull/151) —
Phase 0 of epic #150: Known Limitations + pillar label clarification
- [PR #149](https://github.com/dackclup/quantrank/pull/149) —
verify-helper Section B post-PR-#79 stale expectations (closes #117)
- [PR #148](https://github.com/dackclup/quantrank/pull/148) —
Pre-merge production simulation PR 2 (composite diff + top-10 movers,
closes Epic #125 Item 3)
Expand All @@ -147,12 +151,14 @@ release tag [**`v1.2.0-phase4.5`**](https://github.com/dackclup/quantrank/releas
Skill description audit + light polish (Optimization PR F)
- [PR #145](https://github.com/dackclup/quantrank/pull/145) —
SKILL.md restructure + TOC + Rules-at-a-glance (Optimization PR E)
- [PR #144](https://github.com/dackclup/quantrank/pull/144) —
WORKFLOW.md archive Phase 0-3 → docs/archived/ (Optimization PR D)
- [PR #143](https://github.com/dackclup/quantrank/pull/143) —
AGENTS.md sync + dedup with CLAUDE.md (Optimization PR C)

**Phase 0 foundation reconciliation in flight (epic #150)** — META-
**Epic #150 Phase 1.3 smoke-test in flight** — throwaway PR that
adds a docstring cross-reference in `compute/scoring/composite.py`
(pointing to epic #150 Phase 3 correlation analysis). Triggers path
filter `compute/scoring/**` to verify [`.github/workflows/pre-merge-prod-sim.yml`](https://github.com/dackclup/quantrank/blob/main/.github/workflows/pre-merge-prod-sim.yml)
runs end-to-end (sticky comment + diff table) — first real dogfood
since PR #148 + PR #149 didn't trigger the path filter on themselves.
Epic [#150](https://github.com/dackclup/quantrank/issues/150) META-
epic tracks all 17 findings from the 2-round scrutinize session
(2026-05-20, process + analytical). Phase 0 (this PR) closes the
user-trust gaps: `docs/METHODOLOGY.md` adds §"Known limitations"
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4 changes: 4 additions & 0 deletions compute/scoring/composite.py
Original file line number Diff line number Diff line change
Expand Up @@ -3,6 +3,10 @@
Phase 3 composite weights per ``PHASE_STATUS.md``. ``sentiment`` and ``ml``
remain null in Phase 3 — their combined 0.20 weight is redistributed
pro-rata across the active pillars (effective weights divided by 0.80).

See epic #150 Phase 3 for planned pillar correlation analysis + weight
re-justification (Quality + Profitability ROE double-counting, ~33%
effective composite weight on ROE-like signals vs nominal 27%).
"""

from __future__ import annotations
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