Skip to content

docs(phase3): mark Phase 3 ✅ DONE + v1.0.0 SHIPPED (phase-status-bump lockstep)#57

Merged
dackclup merged 1 commit into
mainfrom
docs/phase-3-done-v1-shipped
May 14, 2026
Merged

docs(phase3): mark Phase 3 ✅ DONE + v1.0.0 SHIPPED (phase-status-bump lockstep)#57
dackclup merged 1 commit into
mainfrom
docs/phase-3-done-v1-shipped

Conversation

@dackclup
Copy link
Copy Markdown
Owner

Summary

Lockstep update of the three tracking docs (PHASE_STATUS.md + SKILL.md + WORKFLOW.md) after v1.0.0 SHIPPED earlier today. Routine close-out via the phase-status-bump skill flow. Pure docs.

What changed

PHASE_STATUS.md (+170 / −35)

SKILL.md Table 2 (+1 line)

WORKFLOW.md "Phase 3 / v1.0 Acceptance Criteria" (+20 / −10)

Invariants verified pre-commit

  • Phase number matches across all three files
  • Schema version 0.6.0-phase3d consistent with frontend/public/data/metadata.json::version
  • Production-verified commit b5bc65f3 referenced consistently
  • Active veto count: 4 (with 1 deferred behind feature flag) — matches defense-scorecard against latest production output
  • No deferred item without a matching PLAN.md or filed issue

Per the skill's anti-patterns

  • No schema version bump in codecompute/output/schemas.py + pyproject.toml untouched. That belongs with the next scoring/shape change PR (per schema-versioning/PLAN.md)
  • No preview-bumping — all "DONE" items are post-merge / post-production-verification

Next deliverable

Phase 4a — workflow cache improvements (add cache steps for 10-K text + fundamentals_history + prices + universe to compute-rankings.yml). Sub-PR plan: see .claude/skills/phase-4/v1-to-v1-1-migration/PLAN.md §"Sequencing".

https://claude.ai/code/session_015649aRyi2bvciQYZVNACd2


Generated by Claude Code

Lockstep update of the three tracking docs after PR 3e.4 (v1.0 tag)
landed via the phase-status-bump skill flow.

PHASE_STATUS.md:
- Phase 3 row → ✅ DONE 2026-05-14
- "Current focus" → v1.0.0 SHIPPED, Phase 4a (workflow cache
  improvements) next per v1-to-v1-1-migration/PLAN.md
- Phase 3e placeholder (lines 122-128) replaced with completion block
  covering 9 PRs: #43 Beneish, #45 Dechow, #46 Honest Limitations,
  #47-49+51+56 audit-#6 deep-clean (cache key v2 bump), #50 SEC Filing
  Roadmap, #52/#54 UX trio planning, #55 workflow rebase-then-push,
  #56 P1 audit backfill (migration + schema-versioning + backtest-infra)
- Defense scorecard updated to v1.0.0 final: 4 active vetoes (1 deferred
  behind feature flag) + 5 guards + Tier-2 going_concern + Tier-3
  Beneish/Dechow + 8 valuation warnings
- Phase 3d production stats: filled in DRAFT placeholders with final
  numbers (498/502 fair-price, 100% Tier-2 coverage, 646 tests)
- Phase 3e production stats: new section with v1.0 verification
  (commit b5bc65f, run #32, median PE 23.2, 3 data-quality edge cases,
  31.9%/31.3% Beneish/Dechow coverage)
- Phase 3d + 3e acceptance checklists: all items [x]

SKILL.md Table 2 (schema version history):
- Stub row for `1.0.0` (forward-looking) replaced with actual v1.0
  ship row: `0.6.0-phase3d @ tag v1.0.0` (data version stays at
  0.6.0-phase3d since PR 3e added only additive optional fields —
  beneish_m_score, dechow_f_score)
- Row captures: 3 Tier-3 layer additions + Honest Limitations + audit
  #6 deep clean + workflow CI hardening + Phase 4 planning + production
  verification snapshot
- The 4th veto `non_reliance_filing` note clarified: implemented but
  deferred behind `_EIGHT_K_DEFENSES_ENABLED = False` per PR 3e
  shipping state; re-enable in Phase 4

WORKFLOW.md "Phase 3 / v1.0 Acceptance Criteria":
- All 19 items flipped from [ ] to [x]
- New "Audit-#6 deep-clean" subsection (added mid-3e) tracks the
  8 secondary-layer items completed during the audit cycle
- "Ship" subsection records v1.0.0 tag + GitHub Release published +
  commit b5bc65f / run #32 production verification

Invariants verified before commit:
- Phase number matches across all three files
- Schema version `0.6.0-phase3d` consistent with
  frontend/public/data/metadata.json::version
- Production-verified commit SHA `b5bc65f3` referenced consistently
- Active veto count: 4 (with 1 deferred behind feature flag) — matches
  defense-scorecard against latest production output
- No deferred item without a matching PLAN.md in
  .claude/skills/phase-4/<name>/ or filed issue

Per the phase-status-bump skill anti-patterns: no schema version bump
in code (compute/output/schemas.py or pyproject.toml) — those happen
with the next scoring/shape change PR. This commit only touches the
docs that reference the version.

Next deliverable: Phase 4a — workflow cache improvements (10-K text +
fundamentals_history + prices + universe). Pre-planned in
.claude/skills/phase-4/v1-to-v1-1-migration/PLAN.md §"Sequencing".

https://claude.ai/code/session_015649aRyi2bvciQYZVNACd2
@vercel
Copy link
Copy Markdown

vercel Bot commented May 14, 2026

The latest updates on your projects. Learn more about Vercel for GitHub.

Project Deployment Actions Updated (UTC)
quantrank Ready Ready Preview, Comment May 14, 2026 7:38am

@dackclup dackclup marked this pull request as ready for review May 14, 2026 07:39
@dackclup dackclup merged commit c11aa58 into main May 14, 2026
4 checks passed
@dackclup dackclup deleted the docs/phase-3-done-v1-shipped branch May 14, 2026 07:39
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants