init.md/AGENTS.md: record the 2026-09-04 owner decisions and the measured baseline (#434)

[wangzitian0]

Records the three owner decisions of 2026-09-04 and replaces init.md §11's stale "Gate 0 is the earliest incomplete gate" baseline with the measured one, so init.md, AGENTS.md, the issues and the deployed state say the same thing.

What changes and why

section	before	after	decision / evidence
§1 rule 6	"every moomoo call goes through the call-budget gateway"	every external call — data vendors and the LLM extraction provider — goes through the source gateway with a declared capacity and lands in api_call_ledger	owner decision 3; today only moomoo is gated (#729)
§1 rule 17	"financial issuers require a real comparison branch"	every issuer decomposes into an operating and a financial component, both computed, merged into one wide row; a uniform formula that makes a class structurally negative does not satisfy the rule	owner decision 2, which restates #59 round 2; JPM −528,986 (#528)
§2.2 Tier 2, §3.1 Production row	Production "stays isolated shadow output until Gate 4"	Production serves today but is ungraduated: #54 has not run, rule-19 attestations missing (#60)	fact: daily ticks and a public App since 2026-07; #54 open
§5 sources	no row for the model provider	"LLM extraction provider" row: enters as a SourceRegistry source with rule-19 record, declared capacity, ledger, append-only invocation	decision 3 + #70
§6 other tables	api_call_ledger "(moomoo quota ledger)"	the external call ledger for every source and the model provider	decision 3
§7 module 2	"financial/non-financial branch"	operating + financial components for every issuer, merged; v0.2.0 still uniform	decision 2
§8 closing paragraph	"gate epics still close in order"	gate rows are claims checked by standing checks on the axis roots; epics close by hand when their rows have checks	governance/README.md (machine retired 2026-07-17), AGENTS.md rules 6–7
§11	reconnaissance baseline; "earliest incomplete gate is Gate 0 (#56)"	baseline measured on 2026-09-04: what runs daily, a claim/state/owner table, and the next gate named by which claims are false	VPS measurements recorded on #434
AGENTS.md red line	"every moomoo request goes through api_call_ledger"	every external request, model provider included	decision 3

Protected file notice

AGENTS.md (and CLAUDE.md, a symlink to it) is protected: "AI may modify this file only with explicit user authorization." This PR touches one red line to keep it consistent with the generalized rule 6. Merging this PR is that authorization; if the AGENTS.md line should stay as it was, drop that hunk and the rest still stands.

What this PR does not do

• It does not implement decision 2 (the decomposition is a versioned definition_version change, [truealpha-factors] Implement #59 round 2: operating + financial components for every issuer, merged into one wide row (JPM −528,986 is v0.2.0's uniform-charge symptom) #528) or decision 3 (the gateway, [truealpha-datahub] Every external source declares capacity and goes through one call ledger; today only moomoo does, and the LLM provider has no seat (init.md rule 6, owner decision 2026-09-04) #729). It records them so code, issues and init.md stop disagreeing.
• It does not close Epic: Close semantic and data contracts for Gate 0 acceptance #56/Epic: Prove the Core Strategy vertical slice and Staging canary #29/Run the final Vision audit and record Production graduation #54. §11 now says how they close.

Refs #434, #528, #70, #729, #54, #60, #59.

🤖 Generated with Claude Code

https://claude.ai/code/session_015cyMgWpGwM328rUoyyH716

[Copilot]

🟢 Approval recommended

The changes are documentation-only, internally consistent across the touched sections, and align with the PR’s stated goal of recording owner decisions and the measured baseline.

Pull request overview

Updates the repo’s authoritative architecture/working-contract documentation to reflect the 2026-09-04 owner decisions and the measured deployed baseline, aligning init.md and AGENTS.md with the current operational reality and open-gate status.

Changes:

• Generalizes “moomoo-only” call gating into a repo-wide rule: all external vendor/model calls must go through the source gateway with declared capacity and be recorded in api_call_ledger.
• Restates the financial-issuer handling requirement as an operating + financial component decomposition for every issuer, and clarifies that “structurally negative by uniform formula” does not satisfy the comparison-branch requirement.
• Replaces the stale “earliest incomplete gate” baseline with a measured (2026-09-04) deployed baseline + a claim/state/owner table and an explicit “next gate” framing.

File summaries

File	Description
init.md	Records 2026-09-04 owner decisions (rule 6 + rule 17), updates environment/serving vs graduation language, adds the LLM extraction provider as a first-class source, and replaces §11 with the measured baseline/next-gate table.
AGENTS.md	Updates the “red line” bullet to generalize external-call gating/ledgering from moomoo-only to all external sources including the LLM provider.

Review details

• Files reviewed: 2/2 changed files
• Comments generated: 0
• Review effort level: Lite

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