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fix: align validation console with Evidence State v2 - #32

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chin0312 merged 10 commits into
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codex/console-v2-semantics
Oct 6, 2026
Merged

chin0312 merged 10 commits into
mainfrom
codex/console-v2-semantics

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@chin0312

@chin0312 chin0312 commented Oct 6, 2026 •

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Summary

PR #23 has been merged. Production assets are NVDAx, SPYx, and AAPLx; QQQx and TSLAx remain research-only.

This PR keeps the approved Evidence State v2 backend contract and completes its human-facing Console integration:

  • The public Console names the model "Valtide Model" or "Model"; API model IDs remain unchanged.
  • Current findings and valuation-range copy use concise risk language without repeated model-dependence explanations. Number Line and timeline chart now share Observed xStock, Valtide Fair Value, X-Perp, and coverage-derived Valuation Range; Underlying Anchor remains context, not a plotted market marker.
  • Policy rows are directly visible; assets with no optional onchain binding show "No Policy Connected" without X Layer failure chrome.
  • Observation audit timestamps and provenance labels are human-readable; v2 hides implementation-only calibration/rule fields while old records remain marked as an earlier rule.
  • The existing Demo, asset isolation, detector-score Model Distance, chart bindings, three-asset picker, and v1 audit preservation remain intact.

Evidence State v2 mapping

James's frozen SUPPORT/WATCH/REVIEW bands, model fits, calibration, q80/q95 thresholds, and research outputs are unchanged.

  • SUPPORT + healthy exact-time X-Perp + quality gates -> SUPPORTED. X-Perp direction inside SUPPORT is descriptive only.
  • WATCH -> INCONCLUSIVE.
  • REVIEW + X-Perp closer to xStock -> INCONCLUSIVE.
  • REVIEW + X-Perp closer to P1a-C -> CHALLENGED.
  • Missing/stale/invalid sources or quality failures -> INCONCLUSIVE.

Research evidence

The following are James's original frozen exposed-test results, not fresh-panel metrics:

  • NVDAx SUPPORT: n=10,369; raw xStock MAE about 4.28 bps; p95 absolute error about 13.64 bps; relative-q95 tail rate about 0.395%. REVIEW raw MAE about 18.91 bps (about 4.4x SUPPORT).
  • SPYx SUPPORT: n=11,551; raw xStock MAE about 3.38 bps; p95 absolute error about 12.69 bps; relative-q95 tail rate 0%. REVIEW raw MAE about 125.74 bps (about 37.3x SUPPORT).
  • AAPLx SUPPORT: n=11,195; raw xStock MAE about 5.41 bps; p95 absolute error about 27.04 bps; relative-q95 tail rate about 0.027%. REVIEW raw MAE about 61.82 bps (about 11.4x SUPPORT).

The exact fresh canonical CSV bytes were unavailable locally, so the full fresh SUPPORT-band truth metrics were not independently recomputed. This is a follow-up validation limitation, not a merge blocker: the frozen research bands and thresholds are unchanged, and the removed X-Perp directional preference within SUPPORT was not part of James's validated detector rule.

The expected v2 panel totals below are arithmetic derivations from committed frozen aggregates, not a new row-level replay:

  • NVDAx: 3,731 SUPPORTED / 319 INCONCLUSIVE / 60 CHALLENGED.
  • SPYx: 4,009 SUPPORTED / 30 INCONCLUSIVE / 71 CHALLENGED.
  • AAPLx: 4,001 SUPPORTED / 102 INCONCLUSIVE / 7 CHALLENGED.

Publisher safety

Publisher compatibility expects v2 and checks the result's evidence_semantics explicitly. Existing deployment bindings do not declare v2 publication compatibility, so writes remain fail-closed. This PR does not change deployment manifests, contracts, or publication configuration; no transaction was sent.

Validation

  • npm test: 53 passed.
  • npm run build: TypeScript and Vite production build passed; existing large-chunk advisory remains.
  • Exact-head GitHub Actions run 37514669807 is green; Vercel preview completed successfully.

Scope

Only apps/web/** changed. CSS, frontend layout system, backend, quant artifacts, docs, contracts, deployments, Landing, Docs, and Methodology were not changed. No production deployment or mutation was performed.

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Project Deployment Actions Updated
valtide Ready Ready Preview Oct 6, 2026 8:13pm UTC

@chin0312
chin0312 merged commit e2e187b into main Oct 6, 2026
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@chin0312
chin0312 deleted the codex/console-v2-semantics branch October 6, 2026 20:17

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Preview — b0f3cb97 Deployed Oct 6, 2026 by vercel[bot]
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