chore: consolidate root folder and add directory index

.github/CODEOWNERS

@@ -28,16 +28,14 @@
 
 # Documentation and notebooks
 /docs/**                            @stranske
-/Old/**                             @stranske
 /notebooks/**                       @stranske
 /*.ipynb                            @stranske
 
 # CI/CD and container files
 /.github/workflows/**               @stranske
 
 # Critical agent workflows require owner approval
-/.github/workflows/agents-63-chatgpt-issue-sync.yml @stranske
-/.github/workflows/agents-63-codex-issue-bridge.yml @stranske
+/.github/workflows/agents-63-issue-intake.yml       @stranske
 /.github/workflows/agents-70-orchestrator.yml        @stranske
 /Dockerfile                         @stranske
 /docker-compose.yml                 @stranske

.github/workflows/README.md

@@ -19,7 +19,6 @@ Core layers:
 - Governance & Health: `health-40-repo-selfcheck.yml`, `health-41-repo-health.yml`, `health-42-actionlint.yml`, `health-43-ci-signature-guard.yml`, `health-44-gate-branch-protection.yml`, labelers, dependency review, CodeQL.
 - Keepalive heartbeat (`maint-keepalive.yml`): twice-daily cron + dispatch workflow that posts a timestamped comment (with run link) to the Ops heartbeat issue using `ACTIONS_BOT_PAT` and fails fast if either the issue variable or PAT is missing.
 - Coverage guard (`maint-coverage-guard.yml`): daily cron + dispatch workflow that fetches the latest Gate coverage artifacts, compares them to the configured baseline, and maintains the rolling `[coverage] baseline breach` issue.
-- Path Labeling: `pr-path-labeler.yml` auto-categorizes PRs.
 
 ### 1.1 Current CI Topology (Issue #2439)
 The CI stack now routes every pull request through a single Gate workflow that orchestrates the reusable CI and Docker checks:

.github/workflows/pr-00-gate.yml

@@ -119,7 +119,7 @@ jobs:
         with:
           python-version: '3.11'
       - run: python -m pip install --upgrade pip pytest requests
-      - run: pytest tests/github_scripts
+      - run: pytest tests/workflows/github_scripts
 
   docker-smoke:
     name: docker smoke

.gitignore

@@ -62,6 +62,10 @@ results/
 !tests/fixtures/keepalive_post_work/*.json
 !tests/fixtures/agents_pr_meta/*.json
 !tests/fixtures/orchestrator/*.json
+!tests/workflows/fixtures/keepalive/*.json
+!tests/workflows/fixtures/keepalive_post_work/*.json
+!tests/workflows/fixtures/agents_pr_meta/*.json
+!tests/workflows/fixtures/orchestrator/*.json
 !tests/data/*.csv
 # generated tear sheets
 reports/*.png

README_DATA.md

@@ -1,6 +1,6 @@
 # Demo dataset provenance
 
-This repository bundles a few small CSV files (for example `hedge_fund_returns_with_indexes.csv`, `Trend Universe Data.csv`, and other samples under `demo/`). They exist solely to support tests, docs, and interactive demos.
+This repository bundles a few small CSV files in the `data/` folder (for example `data/hedge_fund_returns_with_indexes.csv`, `data/Trend Universe Data.csv`, and other samples under `demo/`). They exist solely to support tests, docs, and interactive demos.
 
 - **Provenance:** All bundled data is synthetic or derived from public benchmark series. No confidential client information or proprietary hedge fund records are present.
 - **Intended use:** The files allow contributors to exercise the Trend Model demos, verify export pipelines, and run automated tests without reaching out to live data providers.
@@ -42,7 +42,7 @@ not meant to inform live investment decisions.
 
 ## Risk-free columns in sample data
 
-- The long backtest sample (`hedge_fund_returns_with_indexes.csv`) includes a
+- The long backtest sample (`data/hedge_fund_returns_with_indexes.csv`) includes a
   **"Risk-Free Rate"** column. Configs such as `config/long_backtest.yml`
   specify `data.risk_free_column: "Risk-Free Rate"` and set
   `allow_risk_free_fallback: false` to ensure the cash proxy is used and

agents/README.md

@@ -1,9 +1,27 @@
 # Agents instruction index
 
-The files in this directory house the active Codex/agent guidance tied to in-flight issues. Historical bootstraps that referenced retired workflows now live in `../archives/agents/`.
+This directory contains **active** Codex/agent guidance tied to **open** issues only.
+Files for closed issues are archived to `archives/agents/` with a date prefix.
 
-Use the following canonical sources when adding or updating instructions:
-- `.github/workflows/README.md` — current workflow inventory and naming rules.
-- `docs/ci/AGENTS_POLICY.md` — protection contract and verification steps for the agents workflows.
+## Current active files
 
-If an issue-specific instruction file no longer matches the live workflow names or policy versions, move it to `archives/agents/` with a date prefix and note the replacement source.
+| File | Issue | Status |
+|------|-------|--------|
+| `codex-3572.md` | [#3572](https://github.com/stranske/Trend_Model_Project/issues/3572) | OPEN |
+
+## Maintenance
+
+See `MAINTENANCE.md` for archival criteria. When an issue closes:
+
+1. Run `scripts/archive_agents.sh` to auto-archive closed-issue files
+2. Or manually: `mv codex-NNNN.md ../archives/agents/$(date +%Y-%m-%d)-codex-NNNN.md`
+
+## Canonical sources
+
+- `.github/workflows/README.md` — workflow inventory and naming rules
+- `docs/ci/AGENTS_POLICY.md` — protection contract and verification steps
+
+## Archive history
+
+- **2025-11-30**: Bulk archived 415 codex files and 18 ledger files (all closed issues)
+- **2025-11-22**: Archived 4 files referencing retired workflow names

analysis/results.py

@@ -14,8 +14,8 @@
 __all__ = ["Results", "build_metadata", "compute_universe_fingerprint"]
 
 _ROOT = Path(__file__).resolve().parents[1]
-_DEFAULT_DATA_PATH = _ROOT / "Trend Universe Data.csv"
-_DEFAULT_MEMBERSHIP_PATH = _ROOT / "Trend Universe Membership.csv"
+_DEFAULT_DATA_PATH = _ROOT / "data" / "Trend Universe Data.csv"
+_DEFAULT_MEMBERSHIP_PATH = _ROOT / "data" / "Trend Universe Membership.csv"
 
 
 def _coerce_series(obj: Any) -> pd.Series: