18 Rule Versioning

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Visual representation of the Rule Versioning & Locking Doctrine, defining how governance rules are versioned, locked, and preserved to maintain system integrity over time.

📘 Rule Versioning & Locking Doctrine

Policy Name: Rule Versioning & Locking Doctrine
Version: v1.0
Status: ✅ LOCKED
Effective Date: December 21, 2025
Applies To: Micro Harvesting Portfolio (all governance rules, policies, and protocols)

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1. Purpose

This doctrine governs how rules are created, modified, frozen, and referenced within the Micro Harvesting system.

Its objectives are to:

• Prevent silent rule drift

• Preserve historical integrity of decisions

• Separate system evolution from emotional adjustment

• Ensure traceability and accountability

• Protect the portfolio from ad-hoc rule changes

Rules are treated as system infrastructure, not preferences.

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2. Definition of Rule Versioning

Rule Versioning is defined as:

The formal process of assigning explicit version numbers to governance rules to document intent, scope, and change history.

Each rule version represents:

• A complete and self-contained authority

• A snapshot of system logic at a specific time

• A referenceable standard for audit and review

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3. Definition of Rule Locking

Rule Locking is defined as:

The formal declaration that a rule version is immutable and may not be altered except through a new version release.

A LOCKED rule:

• Cannot be edited retroactively

• Cannot be reinterpreted to fit circumstances

• Cannot be bypassed through discretion

Locking converts opinion into law.

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4. Governing Principles (Non-Negotiable)

1. No rule exists without a version number.

2. No rule may be modified without incrementing its version.

3. Locked rules are immutable.

4. Silence does not imply permission to change rules.

5. Historical decisions are judged by the rules active at the time.

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5. Versioning Standards

All governance rules shall follow these standards:

• Version format: v1.0, v2.0, v3.0…

• Minor revisions require full version increment (no v1.1 shortcuts)

• Each version must include:

  • Effective date

  • Scope of applicability

  • Change log

Draft rules remain UNLOCKED until explicitly locked.

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6. Conditions for Rule Modification

A new rule version may be created only if:

• A structural deficiency is identified

• Portfolio scale materially changes

• Governance conflict is formally documented

• A quarter-end review supports revision

Rule changes are rare, deliberate, and documented.

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7. Prohibited Rule Changes

The portfolio manager shall not:

• Modify rules intraday

• Adjust rules to justify recent outcomes

• Backdate rule changes

• Apply new rules retroactively

• Maintain multiple “working versions”

Any such action constitutes governance failure.

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8. Relationship to Execution and Dashboards

• Governance rules override:

  • Execution habits

  • Dashboard optics

  • Short-term performance pressure

Dashboards and logs must reference rules, not redefine them.

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9. Rule Hierarchy and Authority

Rule authority follows this hierarchy:

1. Governance Pages (LOCKED)

2. Portfolio Structure Rules

3. Execution Policies

4. Dashboards and Metrics

5. Trade Logs and Notes

Lower layers may never override higher ones.

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10. Behavioral Safeguards

The portfolio manager shall not:

• Treat rules as guidelines

• “Temporarily” suspend rules

• Modify interpretation under stress

• Delay documentation of changes

Discipline exists when rules hold under pressure.

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11. Meta-Rule

If a rule can be changed quietly,
it was never a rule.

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Change Log

• v1.0 — December 21, 2025
  Initial codification and lock-in of the Rule Versioning & Locking Doctrine.

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