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docs(research): pre-register DeepSeek paper evidence window - #189

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Trujillofa merged 3 commits into
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docs/deepseek-paper-window-prereg
Aug 31, 2026
Merged

docs(research): pre-register DeepSeek paper evidence window#189
Trujillofa merged 3 commits into
mainfrom
docs/deepseek-paper-window-prereg

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Summary

Pre-registers the sentiment-macro DeepSeek paper evidence window before any post-T0 P&L review.

T0 is the production container start 2026-08-31T15:26:51Z at deployed SHA bc6ea9e1c62b36c82d27b96f2fb2c28d99f2f316. Pre-T0 sentiment observations and the three historical paper positions are excluded. Live promotion from this window is prohibited.

This PR does not change strategy rules, runtime provider behavior, configuration, sizing, thresholds, execution, Docker, Deploy, or migrations. It does not score the new window.

Type of Change

  • Bug fix
  • New feature
  • Refactoring
  • Documentation update
  • Tests

SHAs

  • Base (origin/main): bc6ea9e1c62b36c82d27b96f2fb2c28d99f2f316
  • Head: aea6a175fbffde632fdc15228760049f47e6c280

What changed and why

File Why
docs/evidence_portfolio/DEEPSEEK_PAPER_WINDOW_PREREG.md Human protocol (NFP/CVD prereg shape).
docs/evidence_portfolio/README.md Index the new lock.
research/paper_windows/deepseek-sentiment-macro-v1/lock.json Machine-readable freeze (CVD lock pattern).
scripts/paper_window_protocol.py Eligibility + decision helpers; read-only; no production queries.
tests/test_deepseek_paper_window_prereg.py Enforce inclusion/exclusion, denominators, live_go=false.

Frozen fields

  • provider deepseek, model deepseek-v4-pro
  • window start 2026-08-31T15:26:51Z
  • agent sentiment-macro-bot / config/settings.sentiment_macro.yaml
  • operational horizon 14d, min_n_observations=140 from pre-T0 12.541 obs/day
  • strategy min trades 4 (sparse WFO floor); 3 historical paper positions excluded
  • decisions: CONTINUE_COLLECTING / STOP_OPERATIONAL_FAILURE / STOP_PERFORMANCE_FAILURE / EVIDENCE_COMPLETE
  • promote: false, live_go: false

Testing

  • tests/test_deepseek_paper_window_prereg.py (16 passed)
  • ruff check .
  • ruff format --check on Python files
  • git diff --check origin/main...HEAD

Notes

No production mutation. No extra provider calls. Post-T0 winners/losses/P&L were not inspected before freeze.

Trujillofa and others added 3 commits August 31, 2026 11:11
Freeze the sentiment-macro paper window at deploy T0 before any post-T0
P&L review. Pre-T0 observations and the three historical paper positions
are excluded. Live promotion is prohibited.

Co-Authored-By: Grok 4.6 <noreply@x.ai>
Terminal completeness requires frozen operational health, lock-only
taxonomy, exact DeepSeek identity, and proven PaperExecutor provenance.
Three pre-T0 positions cannot justify a performance denominator.

Co-Authored-By: Grok 4.6 <noreply@x.ai>
Require exact nonnegative integer observation counters. Derive
window-level answered% from the pre-T0 Clopper-Pearson 99% bound
instead of the 50% emergency degradation threshold.

Co-Authored-By: Grok 4.6 <noreply@x.ai>
@Trujillofa
Trujillofa merged commit 7dd22b1 into main Aug 31, 2026
3 checks passed
@Trujillofa
Trujillofa deleted the docs/deepseek-paper-window-prereg branch August 31, 2026 19:56
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