Sync: Labs-FinTecAI Knowledge Refactor Acceptance Matrix
- 日期：2026-05-14
- Owner：Labs-FinTecAI Admin
- Lane：
knowledge-refactor - 状态：Active
1. 纠偏结论
此前 knowledge-refactor-closeout-map 关闭的是 Admin 公共入口、机器路由、Controller 分发 / 接手、发布闭环和 tooling hygiene 阶段。
它不等于以下四个更高目标已经完成：
- 生态层所有文档内容逐篇完成深度重构；
- 各项目层的所有文档、文档体系、文档内容完成重构优化；
- 团队成员重构前反馈问题及根因逐条解决；
- 各 Controller 的项目正文由 Admin 统一重写完成。
本矩阵将这四个目标转为后续可验收任务。
2. 当前验收状态
| 目标 | 当前状态 | 证据 | 结论 |
|---|---|---|---|
| 生态层所有文档逐篇深度重构 | P0/P1 satisfied; P2 accepted-deferred / relinked / keep closed | Batch 8B 已完成 packets/sync/labs-fintecai-ecosystem-document-audit-2026-05-14.md，21 份生态层 / L0-L1M 文档均有动作结论；Batch 8B-R1 已完成 governance/preparation-stage-task-map.md；Batch 8B-R2 已完成 baseline/01-ecosystem-whitepaper.md；Batch 8B-R3 已完成 governance/first-phase-product-closure.md；Batch 8B-R4 已完成 baseline/03-current-baseline.md rewrite-lite；Batch 8B-R5 已完成 registry/project-registry.md rewrite-lite；Batch 8B-P2 已完成 packets/sync/labs-fintecai-ecosystem-p2-rewrite-relink-closeout-2026-05-14.md | 生态层 P0 rewrite、P1 核心继承入口 rewrite 和 P2 closeout 均已关闭；P2 样例 / walkthrough 补强转入 accepted-deferred / Batch 8F reader testing，不等于项目层完成或反馈全部 resolved |
| 项目层所有文档 / 体系 / 内容完成重构优化 | Execution plan complete / controller-owned rewrite pending + readiness accepted-deferred | 项目正文统一进入 Controller packet；当前 projects/ 下 35 份 Markdown 未全部逐篇验收；Batch 8C-1 已完成 Data Horizon 项目层文档体系 audit；Batch 8C-2 已完成 FinClaw 项目层文档体系 audit；Batch 8C-3 已完成 AI Trading Matrix 项目层文档体系 audit；Batch 8C-4 已完成 RLE / FEFM readiness-gated 项目层文档体系 audit；Batch 8C-5 已完成 packets/sync/labs-fintecai-project-doc-audit-closeout-2026-05-14.md；Batch 8D 已完成 packets/sync/labs-fintecai-admin-rewrite-authorization-2026-05-14.md；Batch 8E 已完成 packets/sync/labs-fintecai-project-rewrite-execution-plan-2026-05-14.md | 五个项目对象的首轮 audit、authorization 和 execution lanes 已完成；Data Horizon / FinClaw / AI Trading Matrix 仍需 Controller 执行正文 rewrite；RLE / FEFM 为 readiness-gated accepted-deferred；仍不得标记 satisfied |
| 团队反馈问题及根因逐条解决 | Satisfied / accepted-deferred / blocked-with-owner | Batch 8A 已建立 feedback-root-cause-register；Batch 8A+ 已吸收用户附件 check-qa.md，形成 Systemic reader feedback intake；register 已扩展至 FR-001 到 FR-018；Batch 8F 已完成 packets/sync/labs-fintecai-feedback-resolution-closeout-2026-05-14.md | 每个 FR 均有 source、root cause、action、evidence path、owner 和 final status；缺外部来源、Controller 回写、工程承接或 GitHub plan 能力的项已标为 accepted-deferred / blocked-with-owner，未收窄为 FinClaw 局部问题 |
| Admin 统一重写各 Controller 项目正文 | Accepted-deferred / resolved by Controller-owned lanes | Batch 8D 已选择路径 B：接受 Controller-owned rewrite plan，不授权 Admin blanket rewrite projects/**；Batch 8E 已为五个项目对象建立 rewrite / readiness lane、owner、证据输入和验收标准 | 本轮治理解决方案不以 Admin 统一重写项目正文作为关闭条件；后续以 Controller 回写、证据路径、reader testing 和最终 closeout 验收 |
3. 文档范围基线
本批重新计数时，源 Markdown 总数为 147 份；另有 docs-manifest.json、llms.txt、sidebars.js 等机器入口。
按主要目录拆分：
| 范围 | Markdown 数量 | 当前处理原则 |
|---|---|---|
baseline/ | 3 | 生态事实源，进入生态层深度 audit |
contexts/ | 1 | 生态 context，进入生态层深度 audit |
registry/ | 1 | 生态 / 项目注册事实源，进入生态层深度 audit |
governance/ | 12 | 治理协议层，进入生态层深度 audit |
projects/data-horizon/ | 6 | 由 Data Horizon Controller 承接项目层 audit / rewrite |
projects/finclaw/ | 19 | 由 FinClaw Controller 承接项目层 audit / rewrite |
projects/trading-matrix/ | 4 | 由 Trading Matrix Controller 承接项目层 audit / rewrite |
projects/reinforcement-learning-engine/ | 3 | Dormant / readiness gated，先做状态和触发条件 audit |
projects/financial-expert-foundation-model/ | 3 | Dormant / readiness gated，先做状态和触发条件 audit |
evaluation/ | 10 | 证据 / 评测层，进入角色和吸收状态 audit |
controllers/ | 36 | 恢复层，进入 state / checkpoint 吸收 audit |
packets/ | 25 | 协同层，进入 packet 活性、归档和吸收状态 audit |
说明：数量用于界定审计范围，不代表每份文档都必须重写。每份文档必须有 keep、rewrite、relink、demote、archive、controller-owned 或 blocked 之一的验收结论。
4. 反馈 / 根因矩阵
| 反馈或问题 | 当前已知根因 | 已有处理 | 缺口 | Owner | 后续状态 |
|---|---|---|---|---|---|
| 新成员 / Agent 不知道先读什么 | L0 / L1 / L1M 入口职责重叠 | README.md、ACCESS_GUIDE.md、INDEX.md、CONTEXT-MAP.md 已重构并发布 | 需要把 reader testing 结果映射到反馈项 | Admin | Needs acceptance evidence |
| 不同角色不知道该交给谁 | Controller state、packet、项目事实源边界不稳定 | Controller registry、Admin state、Batch 4 distribution、Batch 5 pickup closeout 已发布 | 需要验证各项目 Controller 是否能独立恢复并执行项目层 audit | Admin + Controllers | Needs controller audit |
| 证据 / 参考 / packet 容易被误读为正式事实源 | 五类对象在入口和导航中缺少稳定分层 | Target knowledge architecture 和 INDEX status taxonomy 已建立 | 需要逐篇检查证据层、评测层、packet 层是否已正确标记和链接 | Admin | Needs per-document audit |
| 项目正文是否已经更新不清楚 | Admin closeout 与项目 Controller 权责被混读 | closeout map 明确项目正文归 Controller | 需要按项目建立文档体系审计和内容重构状态 | Project Controllers | Needs project batches |
| 团队成员原始反馈未逐条验收 | 早期反馈被压缩为综合问题；已补一份以 FinClaw 阅读路径呈现的原始证据样本，但它反映的是全仓库系统性问题 | Batch 8A 已建立 packets/sync/labs-fintecai-feedback-root-cause-register-2026-05-14.md；Batch 8A+ 已新增 packets/sync/labs-fintecai-systemic-reader-feedback-intake-2026-05-14.md，登记 FR-001 到 FR-018 | 需要补齐其他反馈来源；FR-011 到 FR-018 需在 Batch 8B 生态层和 Batch 8C 项目层 audit 中逐篇验证并转为 rewrite / relink / eval / engineering handoff 动作 | Admin + Controllers | Partial source intake; not resolved |
| 发布闭环是否真实完成 | 本地验证、远端 workflow、deployment、公网页面证据分散 | closeout map 已补远端发布证据 | 需要后续每次发布运行 npm run verify:published-site | Admin | Active routine |
| scope guard 不能成为 required check | GitHub private repo plan / branch protection / rulesets 限制 | Blocked checkpoint 已记录 | 等 plan / visibility 解锁后设置 required check | Admin / repo owner | Blocked |
5. 后续执行批次
| 批次 | 目标 | 输入 | 输出 | 验收 |
|---|---|---|---|---|
| Batch 8A | 团队反馈源 intake | operating plan、聊天 / packet / reviewer 反馈来源、用户附件 check-qa.md | packets/sync/labs-fintecai-feedback-root-cause-register-2026-05-14.md；packets/sync/labs-fintecai-systemic-reader-feedback-intake-2026-05-14.md | Register 已建立并扩展到 FR-001 到 FR-018；已有一份全仓库系统性问题的可追溯原始证据样本；其他反馈来源和验收证据仍需补齐 |
| Batch 8B | 生态层逐篇 audit | baseline/、contexts/、registry/、governance/、L0 / L1M 入口 | packets/sync/labs-fintecai-ecosystem-document-audit-2026-05-14.md | Completed: 21 份文档均有动作结论和证据；rewrite 仍未完成 |
| Batch 8B-R1 | 生态层 P0 rewrite 第一小批 | Batch 8B audit 输出 | packets/sync/labs-fintecai-ecosystem-p0-rewrite-r1-2026-05-14.md；governance/preparation-stage-task-map.md 重写 | Completed: preparation-stage-task-map 已转成 owner / status / input / output / acceptance / blocked reason register；不声明 P0 全部完成 |
| Batch 8B-R2 | 生态层 P0 rewrite 第二小批 | Batch 8B-R1 输出；baseline/01-ecosystem-whitepaper.md | 白皮书重写 packet / 正文 rewrite | baseline/01-ecosystem-whitepaper.md 重构为 executive narrative、object model、execution boundaries、acceptance anchors、non-goals and handoff rules |
| Batch 8B-R3 | 生态层 P1 rewrite 第一小批 | Batch 8B-R2 输出；governance/first-phase-product-closure.md | packets/sync/labs-fintecai-ecosystem-p1-rewrite-r3-2026-05-14.md；可验收闭环矩阵 rewrite | Completed: 将产品闭环判断改写为用户、产出、指标、时间盒、kill criteria、证据矩阵；不声明 P1 全部完成 |
| Batch 8B-R4 | 生态层 P1 rewrite 第二小批 | Batch 8B-R3 输出；baseline/03-current-baseline.md | packets/sync/labs-fintecai-ecosystem-p1-rewrite-r4-2026-05-14.md；当前基线 rewrite-lite | Completed: 补状态总览、对象边界、接口例子、证据锚点、下游继承规则和常见误判；不声明 P1 全部完成 |
| Batch 8B-R5 | 生态层 P1 rewrite 第三小批 | Batch 8B-R4 输出；registry/project-registry.md | packets/sync/labs-fintecai-ecosystem-p1-rewrite-r5-2026-05-14.md；项目注册表 rewrite-lite | Completed: 补项目状态、canonical / support / evidence 边界、Controller 责任、Batch 8C audit 输入和生态接口继承关系 |
| Batch 8C | 项目层文档体系 audit | projects/*、对应 Controller state | 每个项目的 project-doc-audit | 每个项目有 canonical/support/evidence/open-gap 清单 |
| Batch 8C-1 | Data Horizon 项目层文档体系 audit | projects/data-horizon/*、controllers/data-horizon/state.md、registry/project-registry.md | packets/sync/labs-fintecai-data-horizon-project-doc-audit-2026-05-14.md | Completed: Data Horizon 已有 canonical/support/evidence/open-gap 清单；仍不声明产品定义或项目正文 rewrite 完成 |
| Batch 8C-2 | FinClaw 项目层文档体系 audit | projects/finclaw/*、projects/finclaw/design/*、projects/finclaw/reference-experience/*、controllers/finclaw/state.md、registry/project-registry.md | packets/sync/labs-fintecai-finclaw-project-doc-audit-2026-05-14.md | Completed: FinClaw 已有 canonical/support/task/evidence/open-gap 清单；仍不声明完整 V1 Design Packet、工程实现、试运营验收或 Admin 统一重写项目正文完成 |
| Batch 8C-3 | AI Trading Matrix 项目层文档体系 audit | projects/trading-matrix/*、references/trading-matrix/*、controllers/trading-matrix/state.md、registry/project-registry.md | packets/sync/labs-fintecai-trading-matrix-project-doc-audit-2026-05-14.md | Completed: AI Trading Matrix 已有 canonical/support/evidence/controller-state/sync/open-gap 清单；仍不声明真实运行、实盘执行、商业化发布、生产级安全闭环、NOFX gap 深评估或 Admin 统一重写项目正文完成 |
| Batch 8C-4 | RLE / FEFM readiness-gated 项目层文档体系 audit | projects/reinforcement-learning-engine/*、projects/financial-expert-foundation-model/*、对应 Controller state、registry/project-registry.md | packets/sync/labs-fintecai-rle-fefm-project-doc-audit-2026-05-14.md | Completed: RLE / FEFM 已有 canonical/support/controller-state/open-gap 清单；默认 accepted-deferred / Controller-owned readiness plan，仍不声明正式启动、反馈学习平台、训练 / 微调、模型服务、运行证据或 Admin 统一重写项目正文完成 |
| Batch 8C-5 | 项目 Audit Closeout | Batch 8C-1 到 Batch 8C-4 audit packets | packets/sync/labs-fintecai-project-doc-audit-closeout-2026-05-14.md | Completed: 五个项目对象 audit 汇总完成；项目层状态推进为 Audit complete / rewrite pending + accepted-deferred，仍不得标记 satisfied |
| Batch 8D | Controller 正文重写授权决策 | Batch 8C 输出、用户授权、Controller 边界 | packets/sync/labs-fintecai-admin-rewrite-authorization-2026-05-14.md | Completed: 选择路径 B，接受 Controller-owned rewrite plan；Admin-unified-rewrite 目标标记为 accepted-deferred，不授权 blanket rewrite |
| Batch 8E | 项目层内容重构执行计划 | Batch 8C / 8D 输出 | packets/sync/labs-fintecai-project-rewrite-execution-plan-2026-05-14.md | Completed: 五个项目对象均有文件清单、reader problem、root-cause IDs、目标文档角色、rewrite level、acceptance checks、owner、证据输入和 blocked / deferred 条件；项目正文 rewrite 仍未完成 |
| Batch 8B-P2 | 生态层 P2 rewrite / relink closeout | Batch 8B audit、Batch 8B-R1 到 R5 输出 | packets/sync/labs-fintecai-ecosystem-p2-rewrite-relink-closeout-2026-05-14.md | Completed: P2 rewrite-lite / examples accepted-deferred with owner；relink / demote / keep 项已关闭 |
| Batch 8F | 交叉一致性和发布 closeout | Batch 8A-8E 输出、入口、manifest、llms、portal | packets/sync/labs-fintecai-feedback-resolution-closeout-2026-05-14.md；packets/sync/labs-fintecai-knowledge-refactor-final-closeout-2026-05-14.md | Completed locally: 四目标均为 satisfied / accepted-deferred / blocked-with-owner；本地验证和公网发布 smoke 需按最终 closeout 记录 |
6. 执行边界
- 不再把 Admin 公共入口 closeout 表述为整体重构完成。
- 不直接批量重写
projects/*，除非 Batch 8D 明确授权 Admin 统一重写。 - 不把没有反馈原文或验收口径的问题标记为 resolved。
- 不把 build / publish success 当成内容重构完成证明。
- 每批完成后必须更新本矩阵或派生 register，而不是只写聊天总结。