docs(dream): record 2026-08-29 portfolio cycle

[ruvnet]

Portfolio cycle

Records the redacted 2026-08-29 portfolio evidence and appends exactly one ledger row.

Inventory

312 repositories: 210 public, 102 private, 0 archived, 274 indexed, 38 unindexed, and 11 empty. Private activity appears only as aggregate counts.

Deep cohort

1. LatentMesh — INCONCLUSIVE pending live model/CUDA receipts.
2. Open Claude Code — REJECT; existing execution-control issue reused.
3. RuVector — REJECT; issue 942 scopes the confirmed indexed-lookup defect.
4. SPARC — REJECT; the AI SDK major jump breaks the UI contract.
5. Ruflo — INCONCLUSIVE pending reproducible trust-boundary workflows.

Actions

One confirmed issue was created and four exact-head PR evidence reviews were added. No implementation PR, merge, direct push to main, automerge change, or private finding disclosure occurred.

Validation

This PR changes documentation and one ledger row. Repository CI and CodeQL must pass on the exact head before the evidence is considered durable.

Merge policy

Draft and human review required. The automation never merges or enables automerge.

[ruvnet]

Portfolio evidence validation complete for exact head 93b7bd58c7e5d10b2e9d695d87cce12b9b82a96f.

1. CI run 33238887156 passed.
2. CodeQL run 33238887159 passed.
3. The diff contains one redacted portfolio report and exactly one 2026-08-29 ledger row.
4. Private repositories are represented only as aggregate counts.
5. Every deep-review hypothesis ends with exactly ACCEPT, REJECT, or INCONCLUSIVE; this cycle has three REJECT and two INCONCLUSIVE.
6. The PR remains draft, unmerged, and without automerge.

Evidence verdict for this documentation head: ACCEPT. This accepts the durability/redaction artifact, not any rejected or inconclusive repository candidate.