docs(phase-5): Supabase Hybrid PLAN outline — sub-PR 5.0 first commit#272
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…commit) First commit on `claude/phase-5-supabase-foundation` branch. Outline draft per locked user direction (AskUserQuestion 2026-05-27): - Phase slot A — Phase 5 = Supabase, ML push to Phase 6 - Sub-features 5.1-5.4 — Foundation + Auth + Watchlist + Alerts (NO comment — legal-risk-skipped on educational-disclaimer site) - Wait-for-merge handoff after PR #271 cadence section landed `phase-coordinator` Mode A verdict (agent id a0578bd4794157369): PROCEED — no collision blocker; 3 skill gaps flagged for PLAN acceptance criteria (Postgres↔TS lockstep / Route Handler security cue / alerts observability Rule 18). This commit ships ONLY the outline (~76 lines) at `.claude/skills/phase-5/supabase-hybrid/PLAN.md`. Subsequent commits on the same PR (5.0) will: - Expand each sub-PR acceptance-criteria section after user approval - `git mv` the 5 phase-5 ML stubs → phase-6/ + 3 phase-6 sentiment stubs → phase-7/ (per Mode A finding) - Update 6 doc files in lockstep (CLAUDE.md / WORKFLOW.md / PHASE_STATUS.md / SKILL.md / AGENTS.md / README.md) - Add PHASE_STATUS_INFLIGHT.md entry - Update WORKFLOW.md:496-502 "Phase 5 foundational" → "Phase 6 foundational" + SKILL.md Supabase library-matrix row label Hard rules preserved per Phase 5 scope locks: composite formula UNCHANGED (Rule 16) · Pydantic↔TS triple UNCHANGED (Rule 9) · static-export `output: 'export'` PRESERVED · ranking JSON pipeline UNTOUCHED. Only ADD user-state surface on top. License posture: Supabase Apache-2.0 ✅ · Resend free-tier OK. Status: OUTLINE only — Draft PR will note this explicitly. No review-ready expectation; awaiting user feedback on section structure + expansion priority + ToS sub-PR placement + auth provider list.
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This was referenced May 27, 2026
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…#273) Walks the 2026-05-27 "QuantRank — Deep Research Recommendations" report (top 1% target) against the project's current state (schema `0.10.5-phase4.5e`, 33 declared defense flags, tag v1.3.0-phase4.5e) and files the 5 actionable planning artifacts per the user-authorized autonomous pipeline. Calibration log at `.claude/research/calibration-2026-05-27.md` — classifies every recommendation as DONE / ACTIONABLE / BLOCKED with references to existing modules. License posture per dep verified. PLAN files committed (one per feature, standard template — Goal, Files, Schema delta, Defense mode, Tests, Production verification, Fallback, Acceptance): 1. `.claude/skills/phase-4.6/survivorship-bias-fix/PLAN.md` — P0 (Section 7.4 of report) — historical S&P 500 membership CSV + `compute/ingest/historical_universe.py` module + Metadata fields 2. `.claude/skills/phase-4.6/jkp-pillar-refactor/PLAN.md` — MAJOR-bump 8→9 pillar refactor per Jensen-Kelly-Pedersen 2023 JF 13-theme taxonomy (1-2 weeks; defer) 3. `.claude/skills/phase-4.5e/larcker-10b5-1/PLAN.md` — 3-red-flag extension of existing 10b5-1 filter per Larcker 2021 CGRI Closer Look 88 (2-3 days; defer) 4. `.claude/skills/phase-6/lazy-prices-pillar/PLAN.md` — 10-K/10-Q TF-IDF cosine similarity pillar per Cohen-Malloy-Nguyen 2020 JF (3-4 weeks; defer) 5. `.claude/skills/phase-5/ml-meta-learner/PLAN.md` — XGBoost + Triple-Barrier + MAPIE + SHAP per Gu-Kelly-Xiu 2020 RFS (6-8 weeks; defer) Note (PR #272 conflict): the Phase 5 slot was outlined for Supabase hybrid in PR #272. Research Report v1.0 reassigns Phase 5 to ML meta-learner. Phase-numbering resolution deferred to user — PLAN explicitly flags the conflict. Execution scope this session: Feature 1 (Survivorship-bias) on its own branch + draft PR. Features 2-5 ship as PLAN-only per the "ห้าม half-done" user rule; multi-week scope cannot land safely in one session. License posture (verified per dep): - xgboost / lightgbm / mapie: Apache 2.0 - shap / joblib: MIT / BSD-3 - scikit-learn / hmmlearn / PyPortfolioOpt / ripser.py: BSD / MIT - mlfinlab AGPL — EXCLUDED (Triple-Barrier custom in PLAN 5) - gudhi GPL-3 — EXCLUDED - JKP DATA CC BY-NC 4.0 — EXCLUDED (use taxonomy CONCEPT only, replicate from Compustat/yfinance) McLean-Pontiff decay budget locked at 32% (paper exact, not 35% approximation) per user hard constraint. Hard rules preserved across all 5 PLANs: - Rule 16 (composite formula sacred) — JKP refactor remaps inputs only; composite formula UNCHANGED - Rule 9 (schema triple) — all bumps atomic Pydantic + TS + snapshot - Rule 18 (observability-before-wiring) — every feature ships Metadata diagnostic FIRST - Universe S&P 500 only (Phase 8 expansion OUT of scope) - NO live inference in browser - NO trade recommendations Honest performance ceiling per Report §8: net α 2-5%/yr vs SPY (NOT 10%+). Section 7 validation gate stack: PBO ≤ 0.5 + DSR > 0 + BH-FDR < 0.05 + survivorship-corrected universe. Subsequent commit on this branch: nothing (planning-only PR). Subsequent branches: claude/phase-4.6-survivorship-bias-fix (PR #1 execution per pipeline). Co-authored-by: Claude <noreply@anthropic.com>
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Closes the Phase 4.6 honest re-validation harness epic (PRs #273-#282 + adjacent #267-#272). Five new validation modules, one new ingest module (historical S&P 500 membership, Hou-Xue-Zhang 2020 RFS), one new honest-baseline CLI. Schema bump 0.10.6-phase4.5e → 0.10.7-phase4.6 (PATCH; additive Metadata.universe_membership_as_of + Metadata.survivorship_bias_corrected). Defense layer unchanged at 33 declared boolean flags — Phase 4.6 ships infrastructure only. See docs/release-notes/v1.4.0-phase4.6.md for the full notes. https://claude.ai/code/session_01AGU8d6pm4u2fQQ5cebg9qa Co-authored-by: Claude <noreply@anthropic.com>
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First commit of Phase 5 (Supabase hybrid). Outline draft at
.claude/skills/phase-5/supabase-hybrid/PLAN.md(~76 lines). All sub-PR acceptance-criteria sections are placeholders. This PR will gain additional commits before flipping Draft → Ready.Locked direction (AskUserQuestion 2026-05-27)
origin/main75b6c68(post PR docs: Agentic 6-Phase Cadence + session-start bullet #271 merge)phase-coordinatorMode A verdict (agent ida0578bd4794157369)PROCEED — no collision blocker. 3 findings:
backtest-infrastructure·conformal-predict·meta-label·shap-explain·triple-barrier-label) needgit mv→ phase-6/. 3 phase-6 sentiment stubs (finbert-score·lazy-prices-detect·whisper-transcribe) need → phase-7/.PHASE_STATUS_INFLIGHT.mdhas 1 unrelated entry (Issue GOOG/GOOGL multi-class shares overcount — opposite direction to PR #257 allowlist (Alphabet aggregate-only filer) #261 PR-B). SKILL.md has existing Supabase library-matrix row needing label update only.security-reviewerRoute Handler cue onfrontend/app/api/**(5.1)Metadata.alerts_*BEFORE Resend wiring (5.4, mirrors Phase 4.5e PR 2 → PR 3)Sub-PR 5.0 scope (this PR; complete in later commits)
7b7f5d2)git mv5 phase-5 ML stubs → phase-6/git mv3 phase-6 sentiment stubs → phase-7/WORKFLOW.md:496-502"Phase 5 foundational" → "Phase 6 foundational"SKILL.mdSupabase library-matrix row label updatecross-session-collision-check7-day sibling check (Mode A skipped this — auth unavailable in sandbox)Hard rules preserved (Phase 5 scope locks)
output: 'export'PRESERVEDLicense posture
Awaiting user feedback before next commit
Per chat 2026-05-27 — 4 questions queued:
Test plan
ruff check .— N/A (no Python)python -m compute.output.schema_check— N/A (no schemas)pytest tests/ -m "not network"— N/A (no test surface)docs-reviewersubagent — run before flip to Readysecurity-reviewersubagent — run when first env-var lands (5.1)Subscribe-after-PR-open suggestion: same as PR #271 pattern — user can subscribe me to PR activity for CI + review comments.
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