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Order the validation page as an evaluation workflow - #1023

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Order the validation page as an evaluation workflow#1023
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The Validation page predated RATE, the DR/plug-in validation losses, the AUUC/Qini bootstrap CIs (#994) and the ground-truth metrics (#1015). This reorders it as the sequence an analysis uses and adds short sections for the missing tools, each deferring the math to its Methodology section:

  1. Checking overlap (new) — positivity, propensity-distribution comparison, why clipping exists.
  2. AUUC/Qini (existing) — now states that ranking metrics belong on held-out data, that comparing subgroup ATEs formed from the model's own in-sample scores validates nothing, and that return_ci=True reports bootstrap uncertainty.
  3. RATE (new) — heterogeneity as a hypothesis test; autoc vs qini weighting.
  4. Validation losses (new) — dr_score() / plug_in_t_score() for model selection; lower is better.
  5. Ground truth (new) — pehe / ate_error / policy_risk, linked to the datasets page and the leaderboard notebook.
    6–8. Synthetic mechanisms, multiple estimates, sensitivity analysis — unchanged, only reordered.

Docs-only; sphinx -W clean on html, epub and latex.

Third of the three P1 items from the docs roadmap.

🤖 Generated with Claude Code

The page predated RATE, the DR/plug-in validation losses, the AUUC/Qini
bootstrap CIs (#994) and the ground-truth metrics (#1015), so it described a
subset of the package's validation tools in no particular order. This reorders
it as the sequence an analysis uses -- check overlap, rank on held-out data
with AUUC/Qini, test heterogeneity with RATE, select models with validation
losses, measure error directly where ground truth exists, then stress
unconfoundedness with sensitivity analysis -- and adds short sections for the
tools that were missing, each deferring the math to its Methodology section.

Two caveats are now stated: ranking metrics belong on held-out data, and
comparing subgroup ATEs where the subgroups came from the model's own
in-sample scores validates nothing. Existing content (synthetic mechanisms,
multiple estimates, sensitivity analysis) is unchanged, only reordered.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@jeongyoonlee jeongyoonlee added the documentation Improvements or additions to documentation label Aug 15, 2026
@jeongyoonlee
jeongyoonlee merged commit 18ebfb0 into master Aug 15, 2026
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