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meta(v2.10): partition late ML roadmap issues into public interoperability contracts versus private execution ownership #724

Description

@dmidlo

Parent handoff milestone: #721
Related: #605 #657 #697#719 #525 #691

Editorial problem

The late v2.10+ issue family correctly specifies many scientific requirements for learned-model research, protected evaluation, score-to-action policy, deployment, retraining, experiment identity and attribution. After freezing the public/private boundary in #721, those requirements need an explicit ownership classification so histdata.com-tools does not accidentally become the operational learned-model repository.

The public project should retain reusable scientific/data interoperability contracts where they are required to preserve provenance, causality or compatibility. Concrete proprietary model research/execution should move to the separate private ML repository.

Without this editorial pass, issue wording such as build, train, deploy, champion/challenger, live, or retrain can be interpreted as requiring public implementation of model registries, trained weights and operational deployment state before #721 may close.

Outcome

Review every active learned-model/decision/deployment issue in the late #605/#657 lineage, especially #696#719, and classify each requirement atomically into one of four ownership states:

  1. public_required_contract — schema, causal rule, validation fixture or compatibility requirement required for the published substrate/handoff;
  2. public_reference_optional — neutral reference implementation/test useful publicly but not a handoff blocker unless another public product consumes it;
  3. private_execution_required — concrete model fitting, hyperparameter search, trained weights, fitted preprocessing/decision policies, protected result ledgers, deployment state or retraining operations owned by the private ML repository;
  4. deferred_cross_repo_interface — shared contract whose public/private implementations are both future work and not required to certify the initial handoff.

Required editorial review

At minimum review issue families covering:

  • labels/target contracts;
  • train-only preprocessing;
  • protected model-selection/search governance;
  • domain/regime evaluation;
  • instrument/session/universe semantics;
  • financing, margin and execution-cost semantics where they affect public synthetic labels/features;
  • uncertainty propagation;
  • historical-to-modern transport;
  • offline/online parity and live-validity concepts;
  • score-to-action policy;
  • deployment/rollback;
  • champion/challenger/retraining;
  • experiment bundles;
  • attribution/explanation artifacts.

The same issue may contain both public and private atoms. Split or rewrite it when one status cannot accurately describe both.

Governing boundary

Public histdata.com-tools owns the scientific substrate and neutral contracts needed to describe or verify downstream usage. It does not own concrete proprietary:

  • model architecture/search campaigns beyond public reference/forecast models already part of the upstream data product;
  • trained trading-model weights;
  • fitted experiment-specific preprocessing;
  • private target variants;
  • hyperparameter/search history;
  • protected performance results;
  • fitted score-to-action thresholds/sizing;
  • live deployment registry/state;
  • champion/challenger promotion state;
  • retraining schedules/state;
  • model-specific production attribution archives.

The autonomous economic-release forecasting factory #556 is an upstream public data-producing subsystem and is therefore not reclassified merely because it uses ML internally. This issue concerns downstream learned trading/decision research over the final substrate.

Issue mutation rules

For every reviewed issue:

Handoff manifest

#721's handoff bundle must expose the public contract versions that downstream private implementations are expected to reference. It must not embed private model artifacts.

Acceptance

Every late ML issue has machine-readable ownership at requirement granularity; #721's dependency graph contains only public responsibilities; private execution work remains traceable for the new repository but cannot prevent the public data/simulation substrate from reaching terminal handoff; no learned-model operational state is silently required to reside in histdata.com-tools; and #691 proves zero orphaned requirements after the editorial split.

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    enhancementNew feature or requestscientific-validationFalsifiability, calibration, leakage, reproducibility, and scientific acceptance gates

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