ai-exchange Tasks

Execution Mode

Autonomous mode enabled
No per-stage confirmation required
Each stage must close the loop through implementation, validation, deploy/smoke when possible, and state writeback
Hard mainline gate active: every trading-analysis task must strictly follow docs/ICT交易全书_出版终校版.md and docs/AI_ICT_硬性主线约束_必须遵循ICT交易全书_2026-05-21_v1.md
Any task that cannot map to Range/Draw/Location -> Liquidity/Sweep/Path -> Displacement/MSS/FVG/Retest/Session -> backtest -> plan -> intraday focus/no-trade -> journal feedback must not enter the trader-facing product
Doctrine Kernel reset active: old sweep/MSS/FVG/retrace candidates are research-only evidence components unless remapped through full book-derived setup playbooks and historical quality gates
External-context/archive/digest/workflow/handoff long-tail work stays frozen unless it directly supports the ICT book mainline
P0-P6 Research Council phase expansion is frozen
P6 no_op_healthy must not create Research Council P7/P8
Stable monitor quality may enter automation execution-layer P7
User explicitly requested the next P8 product-development round
User requested a finite P15-PXX task list so future phases can continue without per-phase stops
User explicitly started Decision Assistant Phase A Cockpit from the new anchor plan

In Progress

PXX Automation Execution Closure Gate complete
Decision Assistant A1 unified cockpit summary slice complete
Decision Assistant A2 review-packet delta summary slice complete
Decision Assistant A3 structured evidence chain slice complete
Decision Assistant A4 workflow digest slice complete
Decision Assistant A5 opportunity ranking and no-trade priority slice complete
Decision Assistant B1 decision timeline slice complete
Decision Assistant B2 explanation drill-down and reason citations slice complete
Decision Assistant D1 learning rollup slice complete
Decision Assistant C1 watchlist / candidate tier slice complete
Decision Assistant E1 external read-only context slice complete
Decision Assistant F1 digest / personalized reminder slice complete
Decision Assistant D2 setup learning rollup slice complete
Decision Assistant G1 notes / journal review entrypoint slice complete
Decision Assistant C2 per-tier watchlist action slice complete
Decision Assistant E2 expanded external context card slice complete
Decision Assistant H1 dense action-oriented workspace slice complete
Decision Assistant D3 setup/session replay statistics slice complete
Decision Assistant F2 digest history / reminder recall slice complete
Decision Assistant H2 tightened dense section ordering slice complete
Decision Assistant E3 OKX public system-status source slice complete
Decision Assistant D4 replay comparison slice complete
Decision Assistant H3 scan summary rail slice complete
Decision Assistant F3 digest history summary slice complete
Decision Assistant D5 replay comparison story slice complete
Decision Assistant G2 review note template slice complete
Decision Assistant G3 quick-save note shortcut slice complete
Decision Assistant H4 dense grouping / history grid slice complete
Decision Assistant F4 digest history group ergonomics slice complete
Decision Assistant D6 broader replay baseline slice complete
Decision Assistant E4 OKX announcements source slice complete
Decision Assistant G4 recommended template ergonomics slice complete
Decision Assistant H5 digest-history group filtering slice complete
Decision Assistant F5 digest grouping ergonomics slice complete
Decision Assistant D7 replay percentile visibility slice complete
Decision Assistant G5 recommended template guidance slice complete
Decision Assistant F6 recommended digest group slice complete
Decision Assistant D8 composite replay rank slice complete
Decision Assistant H7 scan-card jump action slice complete
Decision Assistant F8 digest group navigation slice complete
Decision Assistant G7 template card action slice complete
Decision Assistant D9 composite replay leaderboard slice complete
Decision Assistant H8 clearer scan hierarchy slice complete
Decision Assistant F9 digest focus / recall headline slice complete
Decision Assistant G8 context-aware review template loop slice complete
Decision Assistant D10 replay risk / verdict slice complete
Decision Assistant H9 scan-to-action transition slice complete
Decision Assistant F10 digest staleness / aging hint slice complete
Decision Assistant G9 template carry-over / reuse visibility slice complete
Decision Assistant D11 peer replay baseline slice complete
Decision Assistant H10 guided scan completion states slice complete
Decision Assistant F11 stale-to-fresh digest refresh prompts slice complete
Decision Assistant G10 saved-template reuse metrics slice complete
Decision Assistant D12 setup-family peer baselines slice complete
Decision Assistant H11 scan-state persistence / handoff marker slice complete
Decision Assistant F12 refresh-action evidence anchor slice complete
Decision Assistant G11 template outcome / usefulness scoring slice complete
Decision Assistant D13 setup-family trend delta slice complete
Decision Assistant H12 persisted handoff aging / stale marker warning slice complete
Decision Assistant F13 digest refresh confirmation / freshness proof slice complete
Decision Assistant G12 template outcome feedback capture loop slice complete
Decision Assistant D14 setup-family drift alert / focus recommendation slice complete
Decision Assistant H13 handoff lane cleanup / snooze ergonomics slice complete
Decision Assistant F14 digest refresh proof history / confirmation trail slice complete
Decision Assistant G13 template feedback aggregation / recommendation tuning slice complete
Decision Assistant D15 setup-family drift watchlist / sample thresholds slice complete
Decision Assistant H14 handoff lane grouping / overdue cleanup visibility slice complete
Decision Assistant F15 digest proof aging trend / stale proof escalation slice complete
Decision Assistant G14 template feedback trend history / negative-feedback guardrails slice complete
Decision Assistant D16 setup-family watchlist prioritization / promotion-readiness hints slice complete
Decision Assistant H15 handoff lane lifecycle summary / operator resume queue slice complete
Decision Assistant F16 digest proof escalation follow-up queue / resolved proof states slice complete
Decision Assistant G15 template guardrail resolution / preferred-template decay slice complete
Decision Assistant D17 setup-family promotion queue / demotion history slice complete
Decision Assistant H16 handoff resume queue persistence / resolved lane state slice complete
Decision Assistant F17 digest proof follow-up resolution history / stale queue aging slice complete
Decision Assistant G16 template preference recovery / guardrail audit trail slice complete
Decision Assistant D18 setup-family promotion decision history / review lane aging slice complete
Decision Assistant H17 handoff resume history / stale persistence cleanup slice complete
Decision Assistant F18 digest proof resolution SLA / repeated-stale proof suppression slice complete
Decision Assistant G17 template recovery recommendations / audit filtering slice complete
Decision Assistant D19 setup-family review-lane SLA / promotion backlog prioritization slice complete
Decision Assistant H18 handoff cleanup action readiness / resume backlog grouping slice complete
Decision Assistant F19 digest proof SLA backlog routing / freshness-debt summary slice complete
Decision Assistant G18 template recovery action shortcuts / audit lane grouping slice complete
Decision Assistant D20 setup-family promotion evidence queue / backlog trend handoff slice complete

Next Up

B5 archive keyword search / export starter slice
W7 workflow archive replay / handoff / export bridge starter slice
E10 external context visual evidence / provider health starter slice
O1 archive long-range trend / baseline pin starter slice
B6 archive deep retrieval / structured export follow-up starter slice
E11 external context deep visual evidence / capture surface follow-up starter slice
W8 workflow archive deep bridge extension starter slice
O2 archive long-range trend deepening / baseline persistence starter slice
B7 archive deep retrieval deepening / preset persistence starter slice
E12 external context visual evidence extension / screenshot readiness starter slice
W9 workflow archive deep bridge extension / bundle export persistence slice
O3 archive long-range trend unification / operator overview slice
B8 archive deep retrieval deepening / ranked aggregation slice
W10 workflow archive group bundle export / day-session bridge slice
W11 workflow archive compare writeback / structured replay note persistence slice
B9 archive structured export deepening / selection provenance slice
O4 archive long-range trend deepening / baseline delta story slice
E13 external context story summaries / capture guidance slice
E14 visual evidence bridge story slice
E15 external context visual evidence provenance / surface selection history slice
E16 external context surface history browser / reopen action slice
E17 external context surface history grouping / dominant-surface summary slice
E18 external context surface history recency / revisit prompt slice
E19 external context surface history cadence / revisit queue slice
E20 external context surface history revisit resolution / acknowledgment slice
E21 external context revisit resolution history / cleared-queue summary slice
E22 external context revisit acknowledgment note / resolution filter slice
E23 external context resolution note gap / acknowledgment filter follow-up slice
E24 external context resolution owner filter / note-gap queue summary slice
E25 external context resolution owner spotlight / note-gap aging slice
E26 external context resolution owner cadence / note-gap priority lane slice
E27 external context resolution owner trend / priority-lane resolution story slice
E28 external context resolution owner handoff / priority-lane carry-forward slice
E29 external context resolution carry-forward aging / owner handoff follow-up slice
E30 external context resolved-owner drift / carry-forward follow-up lane slice
E31 external context resolved-owner drift review / follow-up lane rollover slice
Resolve E31 remote closure gate blocker: unattended_harness -> runtime_environment -> broker_sync_degraded:BTC-USDT:okx_read_transport_error
E32 external context resolved-owner drift review queue / rollover prompt slice
E33 external context resolved-owner drift review queue aging / rollover handoff slice
External context deep visual evidence extension tail line closure complete
B10 archive export schema normalization / bundle manifest slice
R0 restricted decision-support boundary / cockpit readiness口径 slice complete
R1 decision-support promotion criteria / feedback gate surface implemented and deployed
R1 standard closure gate recovered: run_remote_ops_smoke.py passed and unattended_harness returned passed
R2 shadow / paper continuous validation ledger starter slice implemented and deployed
R2 sample collection closure slice implemented and deployed: persistent daily observation ledger, runtime/API/cockpit observation actions, validation count fields, and remote sample writeback
R2 evidence backfill audit and guarded shadow-observation backfill complete: remote dry-run found 10 eligible historical blocked-candidate days, remote apply created observations 1449 through 1458, and the live gate moved from shadow_candidate_day_coverage to paper_ticket_sample_gate
R2 evidence window still collecting: live state has about observed_shadow_day_count=14, shadow_observation_count=17, shadow_observation_day_count=13, paper_ticket_count=0, paper_execution_count=0, operator_feedback_count=5/5, weekly_review_entry_count=0, and Trader Mode surfaces canonical failed evidence gates without marking decision_support_ready=true
Recover remote API responsiveness blocker: no-proxy /health returned 200, SSH command execution recovered, and standard remote ops smoke passed all 9 checks including unattended_harness
Restore OKX read-only market/broker proxy before continuing R2 sampling: remote no-proxy readiness now has market_truth_ready, broker_state_ready, and runtime_ready; standard remote ops smoke passed
Read-only live analysis launch closure complete: live_analysis_assistant_ready=true, cockpit boundary/health summary visible, decision_support_ready=false, execution_assist_ready=false, real_live_ready=false, deploy smoke passed, run_readonly_live_analysis_smoke.py passed
Read-only live analysis operator usage guide drafted: docs/AI_ICT_实盘辅助分析决策助手使用说明_2026-05-18_v1.md
Trader Mode P0 intraday fast-read closure complete: independent /trader-mode route, safe Review Now / Observe Only / Do Not Use labels, strong freshness timestamps/stale freeze, one focus candidate, three key reasons, next action, read-only boundary badges, one-click Agree/Disagree/No Trade/Need More Evidence/Write Quick Note actions, status-change alert, R2 evidence gap surface, updated operator guide, local full validation, deploy smoke, remote ops smoke, readonly live analysis smoke, and field smoke passed
Trader Mode P1 local intraday usability closure: profile templates, A/D/N/R/Space hotkeys, plain-language focus quality explanation, Do Not Use recovery actions, local readonly smoke, full unit validation, and browser screenshot QA passed without changing execution/readiness gates
Trader Mode P2 local enhancement closure: chart context bridge starter, BTC/ETH/SOL fast queue, after-close review draft, and ops duty panel implemented and locally validated without connecting real TradingView MCP or changing execution/readiness gates
Trader Mode P1/P2 remote deploy/smoke closure: used yuqei SSH + sudo to migrate the complete read-only .env into /home/yuqei/project/ai-exchange/.env, redeployed current worktree, and passed deploy smoke, standard remote ops smoke, unattended_harness, and readonly live analysis smoke
Low-risk sensitive credential cleanup complete: removed tracked expect scripts with embedded password sends, switched rollback docs/checker to deploy_with_password.py + runtime env, added redacted run_secret_static_checks.py, wired it into script static checks and Trading Delivery Checklist, and kept all real remote/runtime credentials unchanged
Workbench frontend split-navigation closure: converted the long root workbench into a left-menu/right-workspace layout, added hash/localStorage section switching, added frontend request timeout fallback so slow review/readiness APIs no longer freeze the page, and validated desktop/narrow rendering
Live usefulness blocker recovery: root workbench split-navigation is usable, slow frontend requests time out instead of freezing the page, remote DB/compose/deploy/migration/proxy/runtime blockers were recovered, standard remote ops smoke including unattended_harness passed, and readonly live analysis smoke passed without enabling order submission
Trader Mode unified workbench shell closure: /trader-mode now opens inside the same left-tree/right-workspace framework with the Trader Mode tree item active, hides the generic workbench filters only for this section, scopes Trader Mode JS to avoid app globals/hidden-section shortcuts, deploy smoke passed, remote gstack browser verification passed, readonly live analysis smoke passed, and remote ops smoke passed
Frontend Chinese/English i18n closure: added shared /static/i18n.js, default Chinese locale, persistent language selector, dynamic setText translation in workbench / Trader Mode / training pages, remote browser evidence for Chinese default and English switch, full unit validation, deploy smoke, remote ops smoke, and readonly live analysis smoke
Existing frontend dynamic i18n polish closure: expanded zh-CN coverage for dynamic session labels, readiness/runtime codes, candidate card labels, management/evidence JSON keys and common ICT enum values; remote browser audit on /trader-mode#intraday-candidates found no tracked English remnants, no visible snake_case remnants in the active candidate section, and no console errors; full unit, deploy smoke, remote ops smoke, and readonly live analysis smoke passed without changing execution/readiness gates
Trader main navigation first-cut pruning closure: left nav now only exposes Trader Cockpit, Strategy Backtest, Trading Plan, Journal, and System Ops; older complex panels are hidden from the trader-facing menu and reachable from System Ops; full unit, deploy smoke, remote ops smoke, readonly smoke, and Playwright browser audit passed
Next trader-usefulness refinement: compress Trader Mode / watchlist language around why no trade, what to watch next, unique focus quality, stale data, and no-candidate states so the first screen answers live operator questions faster
R2 next collection action after readonly launch: wait for or surface a real executable candidate, then build shadow paper ticket / confirm paper execution / record operator feedback / add weekly review evidence without changing execution/live gates
R3 OKX sandbox preflight starter implemented and deployed: signed dry-run request previews, idempotency key preview, error normalization catalog, /trading/okx-sandbox-preflight, live-readiness summary, cockpit surface, deploy smoke, remote ops smoke, and remote field/UI smoke
R3 OKX sandbox isolated smoke tooling implemented and deployed: explicit OKX_SANDBOX_SMOKE_EXECUTE gate, submit/query/cancel/query/fills script, JSON artifact, proxy reuse, permission-error normalization, focused tests, full unit, deploy smoke, and remote ops smoke
R3 execution-adapter sandbox smoke is deferred: current assisted-analysis phase does not need OKX trade permission or submit/cancel smoke; revisit only when the project explicitly enters execution adapter / real-trading preparation
R4 minimal live pilot deferred until the project explicitly leaves assisted-analysis-only scope and R1/R2/R3 execution prerequisites are all satisfied
R5 stabilization/runbook gate deferred until R4 produces real pilot samples and weekly review evidence
Refresh remaining non-deferred backlog after B10 closure
A1 independent preferences surface / dedicated settings section
A2 preference profile create / duplicate / rename / delete
A3 global and template threshold editor / reset defaults
A4 dirty draft / explicit save / revert
B1 archive deep retrieval / arbitrary snapshot compare
B2 archive filter toolbar / query context / date-range retrieval
B3 archive load-more / offset-state browser
B4 digest and workflow compare drill-down
C1 focus-aware evidence chain
C2 focus-aware digest reminder recompute
C3 candidate-scoped replay learning rollup
C4 structured focus note prefill / submit context
D1 multi-provider chart reference registry
D2 macro/news provider inventory enrichment
D3 exchange context surface inventory
D4 external context visual reference cards
E1 workflow archive operations view / multi-day drift review
W6 workflow archive bodies / query / compare productization slice complete
F27 digest archive query / compare productization slice complete
F28 digest profile management / editable importance template slice complete
H29 persisted focus workspace / server focus sync slice complete
H12 continue compact operator workspace polish with persisted handoff aging / stale marker warnings
F13 deepen digest recall with refresh confirmation / evidence freshness proof
G12 continue review template ergonomics with outcome feedback capture loops
D14 extend replay comparison with setup-family drift alerts / focus recommendations
H13 continue compact operator workspace polish with handoff lane cleanup / snooze ergonomics
F14 deepen digest recall with refresh proof history / confirmation trail
G13 continue review template ergonomics with feedback aggregation / recommendation tuning
D15 extend replay comparison with setup-family drift watchlist / sample thresholds
H14 continue compact operator workspace polish with handoff lane grouping / overdue cleanup visibility
F15 deepen digest recall with proof aging trend / stale proof escalation
G14 continue review template ergonomics with feedback trend history / negative-feedback guardrails
D16 extend replay comparison with setup-family watchlist prioritization / promotion-readiness hints
H15 continue compact operator workspace polish with handoff lane lifecycle summary / operator resume queue
F16 deepen digest recall with proof escalation follow-up queue / resolved proof states
G15 continue review template ergonomics with template guardrail resolution / preferred-template decay
D17 extend replay comparison with setup-family promotion queue / demotion history
H16 continue compact operator workspace polish with handoff resume queue persistence / resolved lane state
F17 deepen digest recall with proof follow-up resolution history / stale queue aging
G16 continue review template ergonomics with template preference recovery / guardrail audit trail
D18 extend replay comparison with setup-family promotion decision history / review lane aging
H17 continue compact operator workspace polish with handoff resume history / stale persistence cleanup
F18 deepen digest recall with proof resolution SLA / repeated-stale proof suppression
G17 continue review template ergonomics with template recovery recommendations / audit filtering
D19 extend replay comparison with setup-family review-lane SLA / promotion backlog prioritization
H18 continue compact operator workspace polish with handoff cleanup action readiness / resume backlog grouping
F19 deepen digest recall with proof SLA backlog routing / freshness-debt summary
G18 continue review template ergonomics with template recovery action shortcuts / audit lane grouping
D20 extend replay comparison with setup-family promotion evidence queue / backlog trend handoff
H19 continue compact operator workspace polish with handoff cleanup execution log / grouped resume handoff summary
F20 deepen digest recall with freshness-debt trend / SLA recovery recommendations
G19 continue review template ergonomics with template audit-lane recommendations / shortcut outcome telemetry
D21 extend replay comparison with setup-family promotion evidence aging / backlog comparison summary
E5 external read-only macro/news calendar and event-window summary
W1 pre/intraday/post workflow rhythm checklist
D22 replay learning failure/missed-opportunity attribution rollup
F21 personalized digest high-value filter / importance template
E6 external chart read-only source inventory / stale-source evidence
H20 continuous workspace rail linking Watchlist / Evidence / Notes / Digest / Replay
D23 weekly trend learning summary deepening
F22 digest history review-back ergonomics
H21 continuous workspace summary / rail navigation slice
F23 digest history browser / review sequence slice
W2 workflow session task completion summary slice
H22 Evidence section continuity / workspace navigation slice
F24 digest preference profile / local mode slice
W3 assistant loop queue / next-step stitching slice
H23 Workflow section navigation / loop queue continuity slice
D24 replay learning focus queue / next-focus prompt slice
H24 replay learning integrated into loop queue slice
E7 external chart optional reference / internal-primary mode slice
W4 workflow artifact summary / phase brief slice
D25 learning focus matrix slice
F25 digest action queue slice
H25 workspace continuity handoff slice
C3 watchlist focus matrix / next-focus prompt slice
G20 review entry action queue slice
H26 review/watchlist continuity into loop queue slice
F26 digest preference backend persistence / history archive slice
W5 workflow artifact archive persistence slice
H27 persisted digest archive / cockpit sync slice
H28 focus workspace / cross-section current-focus sync slice
E8 exchange context cached/empty fallback hardening slice
E9 external chart public adapter / fallback mode slice
B1 broker read proxy/direct fallback hardening slice
P8 local closure complete
P9 local closure complete
P10 local closure complete
P11 local closure complete
P12 local closure complete
P13 local closure complete
P14 local closure complete
Define finite P15-PXX continuation queue
P15 local closure complete
P16 local closure complete
P17 local closure complete
P18 local closure complete
P19 local closure complete
P20 local closure complete
P21 local closure complete
P22 local closure complete
P23 local closure complete
P24 remote smoke closure complete
PXX closure gate complete
Continue periodic analysis-decision monitoring with maturity rollup in parallel
Treat browser screenshot capture and additional external media adapters as future enhancements

Automation Status

state: automation_execution_layer_pxx_known_scope_closed
current_phase: Long-running Analysis Decision Monitor With Ops Rollup
latest_analysis_decision_monitor_rollup_refresh: 2026-05-22T13:27:14Z -> .claude/analysis_decision_monitor_maturity_rollup.json
latest_analysis_decision_monitor_rollup_status: blocked / attention_required / next_slice=repair_analysis_decision_monitor_blockers
latest_analysis_decision_monitor_rollup_failure_reasons: latest_monitor_not_passed, stable_monitoring_window_not_reached, latest_monitor_has_blockers, runtime_health_not_ok, and p6_governance_tick_not_noop
latest_analysis_decision_monitor_rollup_alert_quality: required review fields are still present, but quality is needs_attention because the monitor is not passed and has blockers
latest_analysis_decision_monitor_rollup_drift_note: fresh remote drift check was not rerun because AI_ICT_DEPLOY_PASSWORD is absent locally; the stored 2026-05-11 drift artifact was clear and is now historical only
active_product_phase: Decision Assistant Phase H/F/D/G/E Dense Recall + Templates + Announcements + Peer Baselines
latest_decision_assistant_slice: unified_cockpit_summary
latest_decision_assistant_change_slice: review_packet_delta_summary
latest_decision_assistant_evidence_slice: structured_evidence_chain
latest_decision_assistant_workflow_slice: workflow_digest
latest_decision_assistant_priority_slice: opportunity_ranking_and_no_trade_priority
latest_decision_assistant_timeline_slice: decision_timeline
latest_decision_assistant_explanation_slice: explanation_drilldown_and_reason_citations
latest_decision_assistant_learning_slice: learning_rollup
latest_decision_assistant_watchlist_slice: candidate_watchlist_tiers
latest_decision_assistant_external_context_slice: external_context_summary
latest_decision_assistant_digest_slice: digest_surface_and_personalized_reminders
latest_decision_assistant_setup_learning_slice: setup_learning_rollup
latest_decision_assistant_review_entry_slice: review_entrypoints
latest_decision_assistant_watchlist_action_slice: tier_action_commands
latest_decision_assistant_external_source_slice: expanded_external_context_cards
latest_decision_assistant_workspace_slice: sectioned_dense_workspace
latest_decision_assistant_replay_stats_slice: setup_session_replay_statistics
latest_decision_assistant_digest_history_slice: digest_history_preview
latest_decision_assistant_replay_compare_slice: comparative_replay_summary
latest_decision_assistant_exchange_status_slice: okx_public_system_status
latest_decision_assistant_scan_summary_slice: scan_summary_cards
latest_decision_assistant_digest_summary_slice: digest_history_summary
latest_decision_assistant_replay_story_slice: replay_comparison_story
latest_decision_assistant_note_template_slice: review_note_templates
latest_decision_assistant_digest_group_slice: digest_history_groups
latest_decision_assistant_replay_broad_baseline_slice: broader_replay_baseline_summary
latest_decision_assistant_announcement_slice: okx_announcements
latest_decision_assistant_note_shortcut_slice: template_quick_save_actions
latest_decision_assistant_history_filter_slice: digest_history_group_filtering
latest_decision_assistant_template_recommendation_slice: recommended_template_ergonomics
latest_decision_assistant_digest_recommendation_slice: recommended_digest_group
latest_decision_assistant_replay_percentile_slice: replay_percentile_visibility
latest_decision_assistant_scan_action_slice: scan_summary_jump_actions
latest_decision_assistant_digest_group_nav_slice: digest_history_group_navigation
latest_decision_assistant_template_action_slice: template_card_use_save_actions
latest_decision_assistant_replay_composite_rank_slice: composite_replay_rank
latest_decision_assistant_scan_hierarchy_slice: scan_card_hierarchy_context
latest_decision_assistant_digest_focus_slice: digest_group_focus_headlines
latest_decision_assistant_template_loop_slice: context_aware_review_templates
latest_decision_assistant_replay_risk_slice: replay_risk_discipline_verdict
latest_decision_assistant_scan_transition_slice: scan_to_action_transition_hints
latest_decision_assistant_digest_staleness_slice: digest_staleness_hints
latest_decision_assistant_template_reuse_slice: template_reuse_and_carry_over_context
latest_decision_assistant_replay_peer_slice: peer_replay_baseline_visibility
latest_decision_assistant_scan_completion_slice: guided_scan_completion_states
latest_decision_assistant_digest_refresh_slice: stale_to_fresh_refresh_prompts
latest_decision_assistant_template_reuse_metrics_slice: saved_template_reuse_metrics
latest_decision_assistant_replay_family_slice: setup_family_peer_baselines
latest_decision_assistant_scan_handoff_slice: scan_state_handoff_markers
latest_decision_assistant_digest_refresh_evidence_slice: refresh_action_evidence_anchors
latest_decision_assistant_template_outcome_slice: template_outcome_usefulness_scoring
latest_decision_assistant_replay_family_trend_slice: setup_family_trend_deltas
latest_decision_assistant_handoff_aging_slice: persisted_handoff_aging_warnings
latest_decision_assistant_digest_refresh_proof_slice: refresh_confirmation_freshness_proof
latest_decision_assistant_template_feedback_loop_slice: outcome_feedback_capture_loops
latest_decision_assistant_replay_family_drift_slice: setup_family_drift_alerts
latest_decision_assistant_handoff_cleanup_slice: handoff_lane_cleanup_snooze
latest_decision_assistant_digest_confirmation_trail_slice: refresh_proof_confirmation_trail
latest_decision_assistant_template_feedback_tuning_slice: feedback_aggregation_recommendation_tuning
latest_decision_assistant_replay_family_watchlist_slice: setup_family_drift_watchlist_thresholds
latest_decision_assistant_handoff_grouping_slice: handoff_lane_grouping_overdue_cleanup
latest_decision_assistant_digest_proof_escalation_slice: proof_aging_trend_stale_escalation
latest_decision_assistant_template_guardrail_slice: feedback_trend_negative_guardrails
latest_decision_assistant_replay_promotion_slice: setup_family_watchlist_promotion_readiness
latest_decision_assistant_handoff_lifecycle_slice: handoff_lifecycle_resume_queue
latest_decision_assistant_digest_followup_slice: proof_escalation_followup_resolved_states
latest_decision_assistant_template_guardrail_resolution_slice: guardrail_resolution_preferred_decay
latest_decision_assistant_replay_promotion_queue_slice: setup_family_promotion_queue_demotion_history
latest_decision_assistant_handoff_resume_persistence_slice: resume_queue_persistence_resolved_lanes
latest_decision_assistant_digest_resolution_history_slice: proof_followup_resolution_history_queue_aging
latest_decision_assistant_template_recovery_slice: preference_recovery_guardrail_audit
latest_decision_assistant_replay_review_lane_slice: promotion_decision_history_review_lane_aging
latest_decision_assistant_handoff_resume_history_slice: resume_history_stale_persistence_cleanup
latest_decision_assistant_digest_proof_sla_slice: proof_resolution_sla_repeated_stale_suppression
latest_decision_assistant_template_recovery_recommendation_slice: recovery_recommendations_audit_filtering
latest_decision_assistant_replay_backlog_slice: review_lane_sla_promotion_backlog_priority
latest_decision_assistant_handoff_backlog_slice: cleanup_action_readiness_resume_backlog_grouping
latest_decision_assistant_digest_backlog_slice: proof_sla_backlog_freshness_debt_summary
latest_decision_assistant_template_audit_lane_slice: recovery_shortcuts_audit_lane_grouping
latest_decision_assistant_replay_evidence_backlog_slice: promotion_evidence_queue_backlog_trend_handoff
latest_decision_assistant_workflow_session_slice: workflow_session_completion_summary
latest_decision_assistant_workspace_evidence_slice: evidence_section_anchor_navigation
latest_decision_assistant_digest_preference_slice: digest_preference_profile_local_mode
latest_decision_assistant_workflow_queue_slice: assistant_loop_queue
latest_decision_assistant_workspace_loop_slice: workflow_section_navigation_loop_queue
latest_decision_assistant_learning_focus_slice: learning_focus_queue
latest_decision_assistant_learning_loop_slice: replay_learning_loop_queue
latest_decision_assistant_chart_reference_slice: optional_external_chart_reference_internal_primary
latest_decision_assistant_workflow_artifact_slice: workflow_phase_artifacts
latest_decision_assistant_digest_action_slice: digest_action_queue
latest_decision_assistant_learning_matrix_slice: learning_focus_matrix
latest_decision_assistant_workspace_handoff_slice: workspace_continuity_handoff
latest_decision_assistant_watchlist_focus_slice: watchlist_focus_matrix
latest_decision_assistant_review_action_slice: review_entry_action_queue
latest_decision_assistant_review_handoff_slice: review_entry_handoff_summary
latest_decision_assistant_digest_persistence_slice: digest_preferences_api_archive_history
latest_decision_assistant_digest_archive_slice: persisted_digest_archive_visibility
latest_decision_assistant_workflow_persistence_slice: workflow_history_archive_persistence
latest_decision_assistant_workflow_archive_slice: persisted_workflow_archive_visibility
latest_decision_assistant_focus_workspace_slice: focus_workspace_context
latest_decision_assistant_exchange_hardening_slice: okx_status_announcement_cached_fallbacks
latest_decision_assistant_external_chart_adapter_slice: binance_public_chart_reference
latest_decision_assistant_broker_transport_slice: broker_read_proxy_direct_fallback
latest_decision_assistant_summary_status: implemented
latest_decision_assistant_change_summary_status: implemented
latest_decision_assistant_evidence_status: implemented
latest_decision_assistant_workflow_status: implemented
latest_decision_assistant_priority_status: implemented
latest_decision_assistant_timeline_status: implemented
latest_decision_assistant_explanation_status: implemented
latest_decision_assistant_reason_citation_status: implemented
latest_decision_assistant_learning_status: implemented
latest_decision_assistant_watchlist_status: implemented
latest_decision_assistant_external_context_status: implemented
latest_decision_assistant_digest_status: implemented
latest_decision_assistant_setup_learning_status: implemented
latest_decision_assistant_review_entry_status: implemented
latest_decision_assistant_watchlist_action_status: implemented
latest_decision_assistant_external_source_status: implemented
latest_decision_assistant_workspace_status: implemented
latest_decision_assistant_replay_stats_status: implemented
latest_decision_assistant_digest_history_status: implemented
latest_decision_assistant_replay_compare_status: implemented
latest_decision_assistant_exchange_status_status: implemented
latest_decision_assistant_scan_summary_status: implemented
latest_decision_assistant_digest_summary_status: implemented
latest_decision_assistant_replay_story_status: implemented
latest_decision_assistant_note_template_status: implemented
latest_decision_assistant_digest_group_status: implemented
latest_decision_assistant_replay_broad_baseline_status: implemented
latest_decision_assistant_announcement_status: implemented
latest_decision_assistant_note_shortcut_status: implemented
latest_decision_assistant_history_filter_status: implemented
latest_decision_assistant_template_recommendation_status: implemented
latest_decision_assistant_digest_recommendation_status: implemented
latest_decision_assistant_replay_percentile_status: implemented
latest_decision_assistant_scan_action_status: implemented
latest_decision_assistant_digest_group_nav_status: implemented
latest_decision_assistant_template_action_status: implemented
latest_decision_assistant_replay_composite_rank_status: implemented
latest_decision_assistant_scan_hierarchy_status: implemented
latest_decision_assistant_digest_focus_status: implemented
latest_decision_assistant_template_loop_status: implemented
latest_decision_assistant_replay_risk_status: implemented
latest_decision_assistant_scan_transition_status: implemented
latest_decision_assistant_digest_staleness_status: implemented
latest_decision_assistant_template_reuse_status: implemented
latest_decision_assistant_replay_peer_status: implemented
latest_decision_assistant_scan_completion_status: implemented
latest_decision_assistant_digest_refresh_status: implemented
latest_decision_assistant_template_reuse_metrics_status: implemented
latest_decision_assistant_replay_family_status: implemented
latest_decision_assistant_scan_handoff_status: implemented
latest_decision_assistant_digest_refresh_evidence_status: implemented
latest_decision_assistant_template_outcome_status: implemented
latest_decision_assistant_replay_family_trend_status: implemented
latest_decision_assistant_handoff_aging_status: implemented
latest_decision_assistant_digest_refresh_proof_status: implemented
latest_decision_assistant_template_feedback_loop_status: implemented
latest_decision_assistant_replay_family_drift_status: implemented
latest_decision_assistant_handoff_cleanup_status: implemented
latest_decision_assistant_digest_confirmation_trail_status: implemented
latest_decision_assistant_template_feedback_tuning_status: implemented
latest_decision_assistant_replay_family_watchlist_status: implemented
latest_decision_assistant_handoff_grouping_status: implemented
latest_decision_assistant_digest_proof_escalation_status: implemented
latest_decision_assistant_template_guardrail_status: implemented
latest_decision_assistant_replay_promotion_status: implemented
latest_decision_assistant_handoff_lifecycle_status: implemented
latest_decision_assistant_digest_followup_status: implemented
latest_decision_assistant_template_guardrail_resolution_status: implemented
latest_decision_assistant_replay_promotion_queue_status: implemented
latest_decision_assistant_handoff_resume_persistence_status: implemented
latest_decision_assistant_digest_resolution_history_status: implemented
latest_decision_assistant_template_recovery_status: implemented
latest_decision_assistant_replay_review_lane_status: implemented
latest_decision_assistant_handoff_resume_history_status: implemented
latest_decision_assistant_digest_proof_sla_status: implemented
latest_decision_assistant_template_recovery_recommendation_status: implemented
latest_decision_assistant_replay_backlog_status: implemented
latest_decision_assistant_handoff_backlog_status: implemented
latest_decision_assistant_digest_backlog_status: implemented
latest_decision_assistant_template_audit_lane_status: implemented
latest_decision_assistant_replay_evidence_backlog_status: implemented
latest_decision_assistant_handoff_execution_status: implemented
latest_decision_assistant_digest_debt_trend_status: implemented
latest_decision_assistant_template_shortcut_telemetry_status: implemented
latest_decision_assistant_replay_evidence_aging_status: implemented
latest_decision_assistant_external_calendar_status: implemented
latest_decision_assistant_workflow_rhythm_status: implemented
latest_decision_assistant_workflow_session_status: implemented
latest_decision_assistant_learning_attribution_status: implemented
latest_decision_assistant_digest_high_value_status: implemented
latest_decision_assistant_chart_source_status: implemented_optional_reference_internal_primary
latest_decision_assistant_chart_reference_status: implemented
latest_decision_assistant_continuous_workspace_status: implemented
latest_decision_assistant_workspace_evidence_status: implemented
latest_decision_assistant_weekly_trend_status: implemented
latest_decision_assistant_digest_review_back_status: implemented
latest_decision_assistant_workspace_refinement_status: implemented
latest_decision_assistant_digest_browser_status: implemented
latest_decision_assistant_digest_preference_status: implemented
latest_decision_assistant_workflow_queue_status: implemented
latest_decision_assistant_workspace_loop_status: implemented
latest_decision_assistant_learning_focus_status: implemented
latest_decision_assistant_learning_loop_status: implemented
latest_decision_assistant_workflow_artifact_status: implemented
latest_decision_assistant_digest_action_status: implemented
latest_decision_assistant_learning_matrix_status: implemented
latest_decision_assistant_workspace_handoff_status: implemented
latest_decision_assistant_watchlist_focus_status: implemented
latest_decision_assistant_review_action_status: implemented
latest_decision_assistant_review_handoff_status: implemented
latest_decision_assistant_digest_persistence_status: implemented
latest_decision_assistant_digest_archive_status: implemented
latest_decision_assistant_workflow_persistence_status: implemented
latest_decision_assistant_workflow_archive_status: implemented
latest_decision_assistant_focus_workspace_status: implemented
latest_decision_assistant_exchange_hardening_status: implemented
latest_decision_assistant_external_chart_adapter_status: implemented_remote_field_smoke_passed
latest_decision_assistant_broker_transport_status: implemented
latest_decision_assistant_workbench_status: visible_local_smoke
latest_remote_decision_assistant_deploy_status: deployed_current_head
latest_remote_decision_assistant_smoke_status: passed
latest_remote_decision_assistant_review_packet_status: item4_full_closure_passed
latest_p7_selector_choice: continue_periodic_analysis_decision_monitoring_with_maturity_rollup
latest_p14_slice: webhook_transport_retry
latest_p15_pxx_tasklist_status: ready
latest_p15_pxx_tasklist_path: docs/AI_ICT_鑷姩鍖栨墽琛屽眰_P15-PXX闂幆浠诲姟娓呭崟_v1.md
latest_p15_slice: alert_noise_policy_matrix
latest_alert_noise_policy_status: implemented
latest_alert_noise_policy_route_status: visible_existing_quality_summary
latest_alert_noise_policy_runtime_status: visible
latest_p16_slice: browser_screenshot_capture_adapter
latest_visual_browser_capture_status: implemented
latest_visual_browser_capture_smoke_status: captured
latest_visual_capture_script_noop_status: ignored_watch_run_missing
latest_p17_slice: visual_trigger_roi_router
latest_visual_trigger_policy_status: implemented
latest_visual_trigger_policy_smoke_status: idle_no_pending_watch_runs
latest_visual_trigger_runtime_status: visible
latest_visual_trigger_quality_summary_status: visible
latest_p18_slice: visual_evidence_media_dispatch
latest_visual_media_evidence_status: implemented
latest_visual_media_evidence_dispatch_status: visible
latest_visual_media_evidence_smoke_status: no_pending_alerts_safe_noop
latest_p19_slice: multi_channel_alert_routing
latest_channel_router_status: implemented
latest_channel_health_status: visible
latest_disabled_adapter_status: visible_credential_missing
latest_channel_routing_smoke_status: no_pending_alerts_safe_noop
latest_p20_slice: operator_digest_review_queue
latest_operator_digest_status: implemented
latest_operator_digest_route_status: ok
latest_operator_digest_workbench_status: visible
latest_operator_digest_smoke_status: safe_noop_or_completed
latest_p21_slice: runtime_incident_journal
latest_runtime_incident_journal_status: implemented
latest_runtime_incident_journal_route_status: ok
latest_runtime_incident_journal_workbench_status: visible
latest_runtime_incident_journal_smoke_status: idle_persisted
latest_p22_slice: maintenance_retention_rollup
latest_maintenance_summary_status: implemented
latest_maintenance_summary_route_status: ok
latest_maintenance_summary_workbench_status: visible
latest_maintenance_summary_smoke_status: warning_feedback_sample_health
latest_p23_slice: end_to_end_unattended_harness
latest_unattended_harness_status: implemented
latest_unattended_harness_route_status: ok
latest_unattended_harness_smoke_status: passed_9_checks
latest_p24_slice: remote_smoke_ops_closure
latest_remote_deploy_status: deployed_current_head
latest_remote_ops_smoke_status: passed
latest_remote_ops_smoke_base_url: http://192.168.3.90:8000
latest_pxx_slice: automation_execution_closure_gate
latest_pxx_closure_gate_status: passed
latest_pxx_new_phase_policy: require_explicit_user_product_decision
next_execution_layer_phase: Long-running Analysis Decision Monitor With Ops Rollup
latest_visual_review_script_status: idle
latest_runtime_visual_watch_task_status: ok
latest_visual_capture_cleanup_task_status: ok
latest_runtime_watchdog_task_status: implemented
latest_visual_snapshot_capture_status: implemented
latest_visual_reviews_panel_status: visible
latest_visual_feedback_status: implemented
latest_visual_alert_evidence_dispatch_status: implemented_existing_channels
latest_alert_quality_summary_status: implemented
latest_review_packet_alert_quality_status: visible
latest_alert_quality_route_status: ok
latest_visual_capture_cleanup_status: implemented
latest_visual_capture_cleanup_route_status: ok
latest_runtime_watchdog_status: implemented
latest_runtime_watchdog_route_status: ok
latest_alert_silent_window_status: implemented
latest_alert_silent_window_route_status: ok
latest_alert_retry_recovery_status: implemented
latest_alert_transport_retry_status: implemented
latest_runtime_blockers: none
no_new_research_council_phase_created: true

Newly Done

Added handoff cleanup-action readiness / resume backlog grouping fields and cockpit visibility
Added digest proof-SLA backlog routing / freshness-debt summary fields and cockpit visibility
Added template recovery action shortcuts / audit lane grouping fields and cockpit visibility
Added setup-family promotion evidence queue / backlog trend handoff fields and cockpit visibility
Passed focused validation, full unit discovery, script static checks, JS syntax check, deploy smoke, remote ops smoke, and remote field smoke for H18/F19/G18/D20
Added handoff lifecycle / operator resume queue fields and cockpit visibility
Added digest proof follow-up queue, resolved proof state counts, and group follow-up actions
Added template guardrail resolution and preferred-template decay fields
Added setup-family promotion queue and demotion history fields
Passed focused validation, full unit discovery, script static checks, JS syntax check, deploy smoke, remote ops smoke, and remote field smoke for H15/F16/G15/D17
Added handoff lane grouping / overdue cleanup visibility and matching cockpit summaries
Added digest proof-aging trend, stale-proof escalation fields, and summary counts
Added template feedback trend history and negative-feedback guardrail visibility
Added setup-family watchlist priority score, promotion readiness hints, and blockers
Passed focused validation, full unit discovery, script static checks, JS syntax check, deploy smoke, remote ops smoke, and remote field smoke for H14/F15/G14/D16
Added handoff lane cleanup/snooze metadata plus persisted-handoff snooze and clear-snooze controls
Added digest refresh confirmation trail fields and workbench proof-trail visibility
Added template feedback aggregation and feedback-tuned recommendation fields plus tuned-template actions
Added setup-family drift watchlist status, priority, sample threshold/gap, and watchlist items
Passed focused validation, full unit discovery, script static checks, JS syntax check, and local field smoke for H13/F14/G13/D15
Deployed current working tree and passed remote smoke for handoff cleanup/snooze, confirmation trails, template feedback tuning, and setup-family watchlist fields
Added persisted handoff aging/stale marker policy fields and saved-handoff age/status/warning display
Added digest refresh confirmation and freshness-proof fields, counts, prompts, and workbench visibility
Added review-template feedback capture loops with useful/actionable/misleading operator-note buttons
Added setup-family drift alert, severity, focus recommendation, and focus reasons on replay trend deltas
Passed focused validation, full unit discovery, script static checks, JS syntax check, and local field smoke for H12/F13/G12/D14
Deployed current working tree and passed remote smoke for handoff aging, refresh proof, template feedback, and setup-family drift fields
Added scan-state handoff markers and local workbench persistence
Added digest refresh-action evidence anchors and anchor counts
Added template outcome/usefulness scoring and outcome summary metrics
Added setup-family trend deltas across framework / avg-R / risk baselines
Passed focused validation for the H11/F12/G11/D13 slice
Deployed current working tree and passed remote Decision Assistant smoke for scan handoff, refresh evidence, template outcome, and setup-family trend fields
Added guided scan completion states and scan_completion_summary
Added digest stale-to-fresh refresh prompts and refresh-needed counts
Added saved-template reuse metrics and per-template reuse visibility
Added setup-family peer replay baselines and family-focused replay summary
Passed focused validation for the H10/F11/G10/D12 slice
Deployed current working tree and passed remote Decision Assistant smoke for guided scan, digest refresh, template reuse metrics, and setup-family baseline fields
Added scan-to-action transition hints on assistant scan cards
Added digest staleness / aging hints and fresh/stale group counts
Added template carry-over context and recommended reuse hints
Added peer replay baseline summary and adjacent peer session cards
Passed focused unit/static validation and local review-packet smoke for the H9/F10/G9/D11 slice
Deployed current HEAD and passed remote Decision Assistant smoke for transition, staleness, reuse, and peer baseline fields
Added scan-card hierarchy metadata (rank, context, emphasis, action_label) and matching dense UI emphasis
Added digest group headlines / recommended focus / per-group review actions
Added context-aware review templates including next_review and queue_follow_up
Added replay risk ranking / percentile / verdict fields plus safest-session leaderboard
Passed focused unit/static validation and local review-packet smoke for the new assistant slice
Deployed current HEAD and passed remote smoke for scan hierarchy, digest focus, template reasoning, and replay verdict fields
Verified GSTACK_OK and reread the current Decision Assistant anchors
Added DecisionAssistantSummaryService
Added review_packet.decision_assistant_summary
Added a top-level Decision Assistant workbench panel
Added changed_since_last diff summary against the latest stored decision packet
Added structured evidence_chain blocks to the assistant summary and workbench panel
Added workflow_digest blocks for pre-market / intraday / post-trade assistant flow
Added top_opportunities ranking and structured no_trade_reason_items
Added decision_timeline for current packet / previous packet / alert / note / execution anchors
Added explanation_drilldown and structured reason_citations
Added learning_rollup for review / feedback / quality-loop visibility
Added candidate_watchlist_tiers and candidate_watchlist_summary
Added external_context_summary
Added personalized_reminders and digest_surface
Added setup_learning_rollup
Added review_entrypoints
Added per-tier watchlist action metadata and buttons
Expanded external_context_summary with operator questions, next confirmation targets, and source cards
Added sectioned dense workspace headings for the assistant surface
Added setup/session replay_statistics
Added digest_history_preview
Added replay comparative_summary
Added OKX public exchange_status source into external context
Added scan_summary_cards
Added digest history_summary
Added replay comparison story
Added review note_templates
Added quick-save note shortcut actions
Added digest history_groups
Added broader replay baseline summary
Added OKX announcements read-only source
Added digest history group filtering ergonomics
Added recommended template guidance
Added recommended digest group visibility
Added replay percentile visibility
Added recommended template guidance in review entrypoints
Added scan-card jump actions
Added digest group navigation
Added template card use/save actions
Added composite replay rank and top composite sessions
Passed focused unit/static validation and local HTTP smoke for the new cockpit slice
Deployed current HEAD and passed remote Decision Assistant smoke
Completed P7-4 bounded automation slice selector before opening P8
Added VisualReviewService
Added scripts/run_visual_review.py
Added VisualSnapshotCaptureService and scripts/run_visual_snapshot_capture.py
Added visual review API routes
Added a read-only workbench panel for recent visual reviews
Added alert_feedback persistence and feedback service
Added visual review feedback API routes
Added workbench feedback actions for useful / misleading / actionable labels
Added visual evidence to alert dispatch messages and delivery payloads for existing channels
Added AlertQualitySummaryService
Added GET /trading/alerts/quality-summary
Added review_packet.alert_quality_summary
Added dashboard Alert Quality panel
Applied local migrations through 042_create_alert_feedback.sql
Added VisualCaptureRetentionService
Added scripts/run_visual_capture_cleanup.py
Added POST /trading/visual-watch/cleanup-captures
Added runtime visual_capture_cleanup task
Added workbench Cleanup Old Captures action
Added RuntimeTaskWatchdogService
Added scripts/run_runtime_task_watchdog.py
Added GET /trading/runtime-watchdog
Added runtime_status.runtime_watchdog
Added runtime panel stalled-task visibility
Added AlertSilentWindowService
Added scripts/run_alert_silent_window_status.py
Added GET /trading/alerts/silent-window-status
Added silent-window suppression to dispatcher and alert quality summary
Added Alert Quality panel silent-window visibility
Added failed-alert retry recovery to AlertDispatcherService
Added bounded retry attempts and retry backoff settings
Added retry counters to dispatcher payloads, delivery summary, and runtime alert_dispatch details
Added bounded webhook transport retry inside AlertDispatcherService._send
Added transport retry counters to dispatcher payloads, delivery summary, and runtime alert_dispatch details
Added docs/AI_ICT_鑷姩鍖栨墽琛屽眰_P15-PXX闂幆浠诲姟娓呭崟_v1.md
Defined P15-PXX as a finite queue ending at PXX closure gate instead of open-ended phase growth
Added alert noise policy matrix settings
Added structured evaluate_alert_delivery_policy()
Added policy counters to dispatcher payloads
Added noise-policy/workbench-only/external-allowed counters to alert quality summary
Added policy counters to runtime alert_dispatch task details
Added policy counters to the workbench Alert Quality panel
Added focused P15 policy, dispatcher, summary, runtime, and docs inventory tests
Added browser-backed screenshot capture to VisualSnapshotCaptureService
Added visual capture payload fields for html_path, screenshot_path, metadata_path, capture_url, and browser_capture_status
Extended visual snapshot capture script and API route with browser capture controls
Added browser capture status and HTML path visibility to workbench Visual Reviews
Added focused P16 browser capture, script, and API tests
Added structured evaluate_visual_trigger_policy() for visual trigger/skip routing
Added visual_trigger_policy, visual_trigger_skip_reason, and visual_trigger_roi to decision alert payloads
Added policy metadata to reserved visual watch requests and visual review payloads
Added trigger/skip counters to runtime decision_packet and visual_watch task details
Added trigger type counts and review result counts to alert quality visual review summary
Added trigger visibility to workbench Alert Quality and Visual Reviews panels
Added focused P17 visual trigger, decision packet, visual review, quality summary, runtime, and script tests
Added build_visual_media_evidence() and summarize_visual_media_evidence()
Added stable media_evidence blocks to alert dispatcher delivery payloads and dispatcher results
Added media_attached, media_linked, and media_unavailable counters to dispatcher, delivery summary, runtime alert_dispatch, and dispatcher script output
Added media evidence status and primary path visibility to Visual Reviews API/workbench
Added focused P18 media evidence, dispatcher, quality summary, runtime, and API tests
Added structured channel route/capability helpers for workbench, webhook, WeCom, and email
Added channel health summary with enabled/disabled/credential-missing channel visibility
Added disabled adapter states for WeCom and email when credentials or adapter support are unavailable
Added per-channel summary to dispatcher results, delivery summary, runtime alert_dispatch, dispatcher script output, and workbench Alert Quality
Added focused P19 channel router, disabled channel, summary, and runtime tests
Added OperatorDigestService for recent alert, delivery, visual review, quality flag, and feedback-gap aggregation
Added scripts/run_operator_digest.py
Added GET /trading/alerts/operator-digest
Added operator digest/review queue visibility to the workbench Alert Quality panel
Added focused P20 digest service, script, API, and dashboard route tests
Added runtime_incidents persistence with upsert aggregation by incident key
Added RuntimeIncidentJournalService
Added scripts/run_runtime_incident_journal.py
Added GET /trading/runtime-incidents
Added runtime_status.incident_summary
Added incident journal visibility to run_trading_runtime.py and the workbench runtime panel
Added focused P21 service, script, API, runtime, and dashboard route tests
Added MaintenanceSummaryService
Added scripts/run_maintenance_summary.py
Added GET /trading/maintenance-summary
Added maintenance rollup visibility to the workbench runtime panel
Added focused P22 maintenance service, script, API, and dashboard route tests
Added UnattendedHarnessService
Added scripts/run_unattended_harness.py
Added GET /trading/unattended-harness
Added focused P23 harness service, script, and API route tests
Added scripts/run_remote_ops_smoke.py
Extended deploy smoke to include P20-P23 execution-layer routes
Added focused P24 remote ops smoke and deploy coverage tests
Added scripts/run_automation_execution_closure_gate.py
Added focused PXX closure gate tests
Added runtime visual_watch task
Added focused service, script, API, and runtime tests
Smoked the visual review script with no pending reviews
Smoked the capture script with no watch run provided
Smoked the cleanup script with expired temporary artifacts
Smoked the runtime watchdog script with stalled_task_count=0
Smoked the silent-window script with active=true
Smoked the dispatcher script with retry counters visible
Smoked the trading runtime with blockers=none
Smoked P15 dispatcher with policy counters visible
Smoked P15 quality-summary API with policy counters visible
Smoked P16 direct browser screenshot capture with a real PNG output
Smoked P16 capture script safe no-op without watch run
Smoked P17 visual review safe no-op with skip_reason=no_pending_visual_watch_runs
Smoked P17 quality-summary API with trigger counters visible
Smoked P17 trading runtime with blockers=none and visual trigger details visible
Smoked P18 dispatcher safe no-op with media counters visible
Smoked P18 quality-summary API with media counters visible
Smoked P18 trading runtime with blockers=none and alert dispatch media counters visible
Smoked P19 dispatcher safe no-op with channel health visible
Smoked P19 quality-summary API with channel status counts visible
Smoked P19 trading runtime with blockers=none and alert dispatch channel health visible
Smoked P20 operator digest script/API completed state with review queue fields visible
Completed P20 full validation: 685 unit tests, 68 script static checks, dashboard JS syntax, operator digest script/API smoke, and runtime smoke blockers=none
Applied local migration 043_create_runtime_incidents.sql
Smoked P21 runtime incident journal script/API with idle persisted state
Completed P21 full validation: 691 unit tests, 69 script static checks, dashboard JS syntax, runtime incident script/API smoke, and runtime smoke blockers=none
Smoked P22 maintenance summary script/API with warning-only feedback sample health and no blockers
Completed P22 full validation: 696 unit tests, 70 script static checks, dashboard JS syntax, maintenance summary script/API smoke
Smoked P23 unattended harness script/API with 9 passed checks, no warnings, no blockers, and analysis/decision-only mode
Completed P23 full validation: 701 unit tests, 71 script static checks, dashboard JS syntax, unattended harness script/API smoke
Deployed current HEAD to http://192.168.3.90:8000
Completed P24 remote deploy smoke through scripts/deploy_with_password.py with 11 HTTP endpoints
Completed P24 remote ops smoke with 9 passed checks, no warnings, and no blockers
Completed PXX closure gate with finite-scope freeze and no new Research Council phase creation
Completed H21/F23 focused validation: operator workspace tests, 68 related unit/API/static tests, 713 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed H21/F23 current tree and passed remote smoke: 11 deploy endpoints, 9 remote ops checks, and review-packet field smoke for continuous_workspace_summary / digest_history_browser
Completed W2/H22/F24 focused validation: operator workspace tests, 68 related unit/API/static tests, 713 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed W2/H22/F24 current tree and passed remote smoke: 11 deploy endpoints, 9 remote ops checks, and review-packet/static field smoke for workflow_session_completion_summary, digest_preference_profile, and Evidence navigation strings
Completed W3/H23 focused validation: operator workspace tests, 68 related unit/API/static tests, 713 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed W3/H23 current tree and passed remote smoke: 11 deploy endpoints, 9 remote ops checks, and review-packet/static field smoke for assistant_loop_queue, assistant_loop_summary, Loop Queue UI strings, and Workflow navigation strings
Completed D24/H24 focused validation: operator workspace tests, 68 related unit/API/static tests, 713 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed D24/H24 current tree and passed remote smoke: 11 deploy endpoints, 9 remote ops checks, and review-packet field smoke for learning_focus_queue, next_learning_focus_prompt, and replay-learning presence inside assistant_loop_queue
Completed E7 focused validation: operator workspace tests, 68 related unit/API/static tests, 713 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed E7 current tree and passed remote smoke: 11 deploy endpoints, 9 remote ops checks, and review-packet field smoke for chart_adapter_mode=optional_reference, chart_primary_mode=internal_review_packet_html, and a non-blocking external chart adapter even when supporting context sources are stale
Completed W4/D25/F25/H25 focused validation: operator workspace tests, 68 related unit/API/static tests, 713 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed W4/D25/F25/H25 current tree and passed remote smoke: 11 deploy endpoints, 9 remote ops checks, and review-packet/static field smoke for workflow_artifact_summary, digest_action_queue, learning_focus_matrix, and workspace_continuity_handoff
Completed C3/G20/H26 focused validation: operator workspace tests, 68 related unit/API/static tests, 713 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed C3/G20/H26 current tree and passed remote smoke: 11 deploy endpoints, 9 remote ops checks, and review-packet/static field smoke for watchlist focus matrix, review_entry_action_queue, review_entry_handoff_summary, and watchlist-focus presence inside assistant_loop_queue
Completed F26/W5/H27 focused validation: operator workspace/API/deploy tests, 75 related unit/API/static tests, 715 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed F26/W5/H27 current tree, applied remote migrations 044_create_decision_assistant_digest_state.sql and 045_create_decision_assistant_workflow_history.sql, and passed remote smoke for /trading/alerts/digest-preferences, persisted digest_preference_profile, digest_history_archive, and workflow_history_archive
Completed H28 focused validation: operator workspace tests, 69 related unit/API/static tests, 715 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed H28 current tree and passed remote smoke: 9 remote ops checks, focus_workspace_context field smoke, and deployed Focus Workspace UI visibility
Completed E8 focused validation: exchange/provider tests, 71 related unit/API/static tests, 717 full unit tests, 73 script static checks, and dashboard JS syntax
Deployed E8 current tree and passed remote smoke: 9 remote ops checks, exchange_status/announcements fallback field smoke, and chart_stale_source_count = 0
Completed E9/B1 validation: external chart provider + broker fallback tests, 72 related unit/API/static tests, 720 full unit tests, and 73 script static checks
Deployed E9/B1 current tree and passed remote smoke for chart_url, symbol, interval, adapter mode, and unattended_harness = passed

Blocked

External chart adapter is optional in the current analysis-only phase and no external chart URL is required for the main loop.
repair_analysis_decision_monitor_blockers: clear launch_no_blockers, launch_analysis_only_ready, launch_restricted_decision_support_ready, runtime_health_ok, market_stream_connected, and p6_governance_tick_noop before re-entering P7-2/P7-3

Standing Guardrails

decision_support_ready remains strict unrestricted lane and must not be force-enabled
real_live_path_ready remains intentionally disabled until the live adapter is real-live ready
Visual review is advisory and must not alter execution permission
Keep OKX fills out of the current analysis/restricted-decision blocker set

Future Enhancements Not Blocking P8

none currently tracked outside the finite P15-PXX queue

Deferred Until Real-Trading Phase

real_trade_sample_verified is not required in the current analysis/decision-only phase
Real fill reconciliation should be verified only when the project intentionally enters a real-trading validation phase

Operational Dependencies

Keep D:\v2rayN-windows-64\v2rayN.exe / xray.exe running on the local Windows host
Keep remote .env proxy path compatible with MARKET_TRUTH_PROXY_URL=http://192.168.3.73:10808

Major Done Milestones

Research Council P6 remote deploy and governance tick smoke gate
P0-P6 reasonableness review and phase freeze gate
analysis_decision_monitor_runner Current-phase single-command monitor
automation_execution_layer_p7_monitor_maturity_rollup P7-1 maturity rollup
automation_execution_layer_p7_remote_drift_check P7-2 remote drift check
automation_execution_layer_p7_alert_decision_support_quality_review P7-3 quality review
automation_execution_layer_p7_bounded_automation_slice_selector P7-4 bounded automation slice selector
automation_execution_layer_p8_visual_watch_review_loop P8 first slice
automation_execution_layer_p8_visual_watch_snapshot_capture_adapter
automation_execution_layer_p8_visual_review_workbench_panel
automation_execution_layer_p9_alert_quality_rollup
automation_execution_layer_p10_visual_capture_retention_cleanup
automation_execution_layer_p11_runtime_task_watchdog
automation_execution_layer_p12_alert_silent_window_noise_control
automation_execution_layer_p13_alert_dispatch_retry_recovery
automation_execution_layer_p14_webhook_transport_retry
automation_execution_layer_p15_pxx_tasklist_ready
automation_execution_layer_p15_alert_noise_policy_matrix
automation_execution_layer_p16_browser_screenshot_capture_adapter
automation_execution_layer_p17_visual_trigger_roi_router
automation_execution_layer_p18_visual_evidence_media_dispatch
automation_execution_layer_p19_multi_channel_alert_routing
automation_execution_layer_p20_operator_digest_review_queue
automation_execution_layer_p21_runtime_incident_journal
automation_execution_layer_p22_maintenance_retention_rollup
automation_execution_layer_p23_end_to_end_unattended_harness
automation_execution_layer_p24_remote_smoke_ops_closure
automation_execution_layer_pxx_known_scope_closed

P15-PXX Finite Queue

P15 Alert Noise Policy Matrix
P16 Browser Screenshot Capture Adapter
P17 Visual Trigger ROI Router
P18 Visual Evidence Media Dispatch
P19 Multi-Channel Alert Routing
P20 Operator Digest And Review Queue
P21 Runtime Incident Journal
P22 Maintenance And Retention Rollup
P23 End-To-End Unattended Harness
P24 Remote Smoke And Ops Closure
PXX Automation Execution Closure Gate

Backlog

Assess whether the current system can be used as a live assisted analysis decision helper and document the boundary.
R0 restricted decision support readiness surface / operator boundary doc slice
R1 decision_support_ready trust promotion criteria / feedback sample gate surface implemented and deployed
R1 closure gate recovered: remote ops smoke and direct unattended harness passed after OKX network path returned
R2 shadow / paper continuous validation ledger starter slice implemented and deployed
R2 sample collection closure slice: daily observation ledger, /trading/shadow-paper/observe, runtime observation task, cockpit Record/Agree/Disagree actions, and validation sample-plan fields implemented, deployed, and remote-smoked
R2 historical shadow observation backfill audit: prior 14-day candidate history scanned, 10 blocked-candidate observation rows safely created, and paper/operator backfill correctly refused without executable candidates or human review
R2 continuous evidence collection gate: shadow_candidate_day_coverage has been cleared; now reach enough executable-candidate paper tickets, paper executions, operator feedback, and weekly review samples before claiming R2 phase evidence passed
Remote API/SSH recovery gate: ai-ict health, SSH command execution, and no-proxy remote ops smoke recovered
Proxy/runtime recovery gate: configured OKX read-only proxy reachability recovered, remote runtime run-once succeeded, market REST candles became fresh with gap clear, standard remote ops smoke passed, and readonly live analysis smoke passed while keeping stream/news/account issues as warnings
Create urgent read-only live analysis launch must-do checklist: docs/AI_ICT_实盘辅助分析决策助手上线必做清单_2026-05-18_v1.md
P0-1 read-only market data recovery: live smoke confirms market_data_fresh, market_stream_connected, and market_data_gap_clear without enabling trading
P0-2 narrow live_analysis_assistant_ready readiness: read-only analysis launches while decision_support_ready=false, execution_assist_ready=false, and real_live_ready=false
P0-3 boundary copy and de-traded UI: Trader Mode and workbench surface read-only analysis, no order submission, not a buy/sell instruction, and execution disabled
P0-4 one-screen cockpit health: /trader-mode shows API/runtime/freshness/latest packet/stale seconds/focus/next action/boundary
P0-6 read-only launch smoke command: health, runtime, launch-readiness, review-packet, trader-mode payload, shadow validation, candidates, static app, /trader-mode, and static trader script all passed
P0-5 minimal operations loop: /trader-mode supports one-click daily observation, operator agreement/disagreement/no-trade/more-evidence, and quick notes without requiring paper ticket samples
Trader Mode usefulness compression: first screen and watchlist now answer why not to trade, what to watch next, why the unique focus matters, whether data is stale, and what to wait for when there is no candidate; remote deploy, ops smoke, read-only live analysis smoke, and 390/1366 gstack screenshots passed
First real Trader Mode R2 usage loop: recorded UI No Trade for blocked Candidate #4610, increased operator feedback from 1 to 2, saved after-close draft note, and verified paper ticket/execution/weekly journal counts were not fabricated
Frontend i18n regression follow-up: Chinese mode now translates whitespace-padded top controls on /trader-mode#overview, dynamic workbench buttons such as Run Watch / Risk Check / Reconcile Real Trades, and active-section automation no longer collides with body attributes; deploy smoke, remote ops smoke, read-only live smoke, and 17-page gstack browser click audit passed
Existing UI i18n polish: phrase replacement no longer corrupts not / enough, existing Trader Mode/duty/chart/R2/runtime labels are more readable in Chinese, browser audit dropped visible English remnants from 3396 to 881, and deploy smoke / remote ops / readonly live smoke / gstack console check passed
Existing UI i18n/R2 gate polish follow-up: existing Trader Mode/readiness/shadow-paper labels now translate runtime/gate jargon such as Auto refresh, All Trust, Incident Journal, Live Readiness, paper_ticket_sample_gate, and operator_feedback_count; R2 evidence window now follows canonical failed_criteria, remote browser audit has no repeated first-screen Chinese phrases and only 13 active-view English tokens left; deploy smoke, remote ops smoke, read-only live smoke, focused tests, static checks, and full unit (790) passed
Session Focus dynamic Chinese label follow-up: existing i18n now translates reported dynamic session-focus labels/values (ASIA, NY_PM, status, window, candidates, executable, open executions, alerts, recommendation, action hint, incomplete, observe @ n/a, avoid_new_risk, review_alerts); remote browser audit on /trader-mode#session-focus passed with no reported English leftovers and no console errors
Trader mainline Step 3 Strategy Backtest productization: added read-only /trading/backtests, Strategy Backtest workbench controls, latest-run summary, quality gate explanation, R metrics, equity curve, top sessions, failure reasons, recent run list, Chinese labels for backtest gate reasons, and resilient candle/backtest failure fallback; full unit (791), deploy smoke, remote ops smoke, readonly live smoke, remote backtest endpoint smoke, and browser audit passed
Trader mainline Step 4 cockpit recompression implemented/deployed: under the hard ICT book mainline gate, Trader Cockpit first screen now reduces to Now / Reason / Wait / Risk / Historical Edge / Boundary and uses latest Strategy Backtest evidence without changing any execution/readiness gate; deploy smoke, remote ops smoke, remote backtest field smoke, browser QA, and the recovered read-only launch smoke passed with ready_for_readonly_live_analysis=true, must_not_trade=true, trade_permission_required=false, and no submit/cancel/live execution calls
Created next-stage ICT mainline development anchor: docs/AI_ICT_实盘辅助分析决策助手ICT主线开发方案_2026-05-21_v1.md, binding all future work to docs/ICT交易全书_出版终校版.md, read-only assisted analysis, Strategy Backtest, Trading Plan, Trader Cockpit, Journal, and System Ops separation
Trader mainline Step 5 deletion readiness audit: added scripts/audit_trader_mainline_surfaces.py, classified 5 top-nav targets, 19 workspace sections, 80 API routes, 43 frontend API references, and 108 test endpoint references before any deletion; diagnostics stay under System Ops
S1 mainline deletion readiness audit under the new plan: created docs/AI_ICT_主线裁剪审计_S1_2026-05-21_v1.md; current top navigation is compliant, Research Only and Deprecated/Deferred Execution surfaces are documented, and physical deletion remains blocked until dependency/API/test/remote-smoke impact is proven safe
S2 ICT canonical taxonomy/rulebook registry: require every Trader Cockpit focus, Strategy Backtest result, Trading Plan item, and Journal note to map to the book chain
S3/S4 Review Now mainline gate: Trading Plan is now the hard upstream gate, Strategy Backtest quality-gate failure blocks weak setups from live focus, and Strategy Backtest exposes cockpit_promotion_gate
S5/S6 Cockpit chain sentence and feedback loop: Trader Cockpit now exposes ict_chain_sentence / ict_chain_steps, operator feedback / Journal / weekly review map to ICT book-rule error classes, and observation review remains separated from paper / execution-derived review
S7/S8 read-only live reliability and trader SOP: Trader Cockpit now shows a trader-safe read-only use conclusion / recovery action, System Ops exposes proxy / market freshness / runtime / review packet / REST fallback / stream / news-account diagnostics, and the one-page intraday/backtest/review SOP is documented, deployed, remote-smoked, field-smoked, and gstack browser-verified with no console errors
S9 Trader Cockpit status copy compression: first-screen readout now uses fixed Now / Reason / Wait / Risk / Historical Edge / Boundary cards, keeps Review Now as manual review only, Observe Only as wait/no-trade, and Do Not Use as restore data/runtime first without adding features or widening beyond the ICT book mainline; deployed and remote-verified on /trader-mode with Chinese six-card wording and no S9 English residue in the checked cards
S10 real intraday feedback validation: used real operator_agreement=unclear feedback on Candidate 4610 to tighten the six-card copy; Observe Only now names the missing FVG confirmation, Wait points to trigger-chart FVG retrace confirmation, Risk warns not to treat the watch as a signal, and Historical Edge is Study / Review-only without first-screen PF/DD/expectancy detail; deployed and remote/browser verified
S11 real intraday use loop: /trader-mode six-card wording was clear enough to record a real No Trade; fixed existing feedback mapping so No Trade writes operator_agreement=no_trade and Need More Evidence writes need_more_evidence; remote observation 9237 increased operator_feedback_count from 3 to 4 while paper ticket / execution / weekly review stayed at 0
S12 real feedback sampling guard verified: a same-day same-session /trader-mode No Trade POST succeeded but did not increase operator_feedback_count because shadow_paper_observations intentionally upserts by (instrument_id, observation_date, timeframe, session_code)
S13 read-only runtime blocker and fifth feedback sample closure: restored blank remote OKX read-only credential keys from local runtime values without changing live trading flags, confirmed runtime_status.current_blockers=[], recorded distinct ALL/no_candidate_monitor observation 7949 as operator_agreement=agree, and moved operator_feedback_count from 4/5 to 5/5
S14 R2 readonly fallback candidate-refresh closure: shadow-paper validation/sample collection now share the read-only blocker policy, runtime watch continues scanning on fresh REST candles with clear gaps while stream is connecting, remote smoke passed, and new Candidate 4612 was generated but remains blocked (fvg_retrace_confirmed missing, fvg_direction_mismatch rejected)
S15 R2 paper gate live polling closure: remote runtime stayed usable, short-window polling generated latest Candidate 4615, but executable count remained 0; no paper ticket/execution was created because the candidate is still blocked by missing fvg_retrace_confirmed and rejected fvg_direction_mismatch
S16 batch historical backtest validation closure: added scripts/run_backtest_batch.py, persisted run_metadata.batch_id, documented docs/AI_ICT_批量历史回测验证_S16_2026-05-21_v1.md, passed focused/static/docs/full-unit validation, deployed to remote, ran smoke batch S16-remote-20260521-a and larger matrix S16-remote-20260521-b, wrote run ids 490-513, and confirmed /trading/backtests can read the latest batch metadata; current matrix evidence is 0/18 quality-gate passes, so existing setup evidence must stay study-only / no promotion
D0 ICT Doctrine Kernel stage reset: created docs/AI_ICT_DoctrineKernel全书规则内核重建_D0_2026-05-21_v1.md, made it an active doc anchor, downgraded surface-shape candidates to research/study-only in the product roadmap, and defined the new Doctrine Rule -> Setup Playbook -> Backtest Cohort -> Trading Plan -> Cockpit -> Journal chain
R2 paper-ticket sample gate is waiting on a real executable candidate; do not fabricate paper tickets from blocked candidates
R2 operator feedback sample gate satisfied with distinct real samples (operator_feedback_count=5/5); do not keep clicking feedback to pad counts
R2 weekly review visible gate still needs a real execution-derived journal/weekly review entry (weekly_review_entry_count=0)
D1 Doctrine Market Language Kernel: built the first Range / Draw / Location / Context / Time / Invalidation / IRL-ERL registry, added /trading/doctrine-rules, Strategy Backtest Doctrine gap aggregation, and Trader Cockpit research_only_reason gating for old surface-shape candidates; no live order submission and no fabricated samples
D2 Doctrine Playbook / Backtest Cohort: defined first registered setup playbook ICT-CH1-6-LONDON-DISCOUNT-REVERSAL, added /trading/doctrine-playbooks, doctrine_backtest_cohort / doctrine_cohort_summary, setup-playbook batch envs, Strategy Backtest UI cohort display, and Review Now gating that requires playbook mapping + historical quality gate + active Trading Plan
D3 Liquidity Kernel: rebuilt BSL / SSL / liquidity pool / stop run / sweep / raid from shape labels into target-ranking and no-trade/wait rules; sweep remains evidence component only, Strategy Backtest exposes liquidity features/status/summary, and /trading/liquidity-kernel exposes the D3 registry
D4 PD Array / Reaction Kernel: rebuilt FVG / OB / Breaker / Mitigation / Rebalance / Void into reaction-location quality ranking and no-trade/wait rules; PD Array remains location/reaction evidence only, Strategy Backtest exposes PD Array features/status/summary, /trading/pd-array-kernel exposes the D4 registry, and remote deploy/ops/read-only smoke passed after the local proxy was restarted
D5 Time / Session Kernel: rebuilt Asia / London / NY AM / NY PM / killzone / Judas window / opening range / weekly profile / news time into measurable session-quality gates instead of loose time labels; Strategy Backtest now exposes time_session_backtest_features, time_session_kernel_status, time_session_kernel_summary, and /trading/time-session-kernel without changing execution/readiness gates
D6 Model Playbook Kernel: raw model codes now stay study-only until they resolve to registered setup playbooks with Range / Draw / Liquidity / PD Array / Session / Confirmation / Invalidation / Target, batch-cohort, quality-gate, journal-feedback, and operator-runbook contracts; Strategy Backtest exposes D6 features/status/summary and /trading/model-playbook-kernel exposes the D6 registry without changing execution/readiness gates
D7 Trader Product Rebuild / Playbook Promotion Gate: only playbook-mapped, backtest-supported, plan-approved setups may re-enter Trader Cockpit focus; study-only candidates are routed out of Review Now and remain Strategy Backtest / Study Notes / System Ops evidence
D8 Playbook-Specific Historical Cohort Gate: grouped historical evidence by setup_playbook_id, session, timeframe set, and model family; added playbook_historical_cohort_summary to Strategy Backtest and batch output; surfaced study_only, unmapped_study_only, and manual_review_candidate without changing execution/readiness gates
D9 Playbook Remediation Queue: summarize the dominant D8 cohort blocker family, blocker reason, and remediation route; add playbook_remediation_queue_summary to Strategy Backtest and batch output; route failed cohorts to strategy_backtest or study_notes without changing execution/readiness gates
D10 Remediation Artifacts: turn D9 queue items into saved Strategy Backtest review prompts and Study Notes draft artifacts before any new trader-facing expansion
R3 OKX sandbox isolated smoke tooling: guarded script and service can call OKX demo submit/query/cancel/query/fills only when OKX_SANDBOX_SMOKE_EXECUTE=1; local validation, deploy smoke, and remote ops smoke passed
R3 sandbox credential permission gate deferred: current phase is assisted analysis / decision support only, so do not request trade-permission credentials or make submit/cancel smoke the next gate
Long-term target: complete Real-time Assisted Trading V1 without enabling default live auto-trading

89 KiB Raw Blame History

ai-exchange Tasks

Execution Mode

In Progress

Next Up

Automation Status

Newly Done

Blocked

Standing Guardrails

Future Enhancements Not Blocking P8

Deferred Until Real-Trading Phase

Operational Dependencies

Major Done Milestones

P15-PXX Finite Queue

Backlog

89 KiB

Raw Blame History