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ai-exchange/SESSION.md
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2026-05-13 10:04:42 +08:00

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ai-exchange Session

Current Goal

Automation execution-layer PXX remains closed and its known scope stays frozen. Under explicit user direction, the active product phase is a dense Decision Assistant operator workspace with grouped recall, broader replay baselines, note templates, quick-save shortcuts, and concrete OKX announcements/system-status read-only sources. This run closed H16/F17/G16/D18 by adding handoff resume persistence / resolved-lane state, digest proof follow-up resolution history / stale queue aging, template preference recovery / guardrail audit trails, and setup-family promotion decision history / review-lane aging. Local validation passed, the current working tree was deployed, and remote smoke confirmed the latest Decision Assistant fields on the live host.

Current Branch

main

Last Updated

2026-05-13 UTC

Automation Status

  • state: automation_execution_layer_pxx_known_scope_closed
  • current_phase: Long-running Analysis Decision Monitor With Ops Rollup
  • 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_section_nav_slice: assistant_section_navigation
  • latest_decision_assistant_history_persistence_slice: digest_filter_persistence
  • latest_decision_assistant_replay_composite_slice: composite_replay_percentile
  • 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_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_section_nav_status: implemented
  • latest_decision_assistant_history_persistence_status: implemented
  • latest_decision_assistant_replay_composite_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_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: resume_persistence_proof_resolution_template_recovery_review_lane_visible
  • 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_自动化执行层_P15-PXX闭环任务清单_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_runtime_visual_watch_state: idle
  • 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
  • guards_unchanged: execution_allowed, real_live_ready, risk_governor, trust_bucket, operator_confirmation_protocol

Completed In This Run

  • Added handoff resume persistence / resolved-lane fields (resume_persistence_key, resume_persistence_status, resolved_lane_state, resolved_lane_prompt, resume_queue_persistence_status, and resolved_lane_state_counts) plus cockpit visibility.
  • Added digest proof follow-up resolution history / stale queue aging (proof_follow_up_age_band, proof_follow_up_stale_queue, proof_resolution_history, stale_proof_follow_up_count, and proof_follow_up_age_counts).
  • Added template preference recovery / guardrail audit fields (preference_recovery_status, preference_recovery_prompt, guardrail_audit_trail, preference_recovery_queue, and guardrail_audit_trail_count).
  • Added setup-family promotion decision history / review-lane aging (promotion_decision_history, promotion_decision_history_count, review_lane_age_status, review_lane_age_score, and review_lane_aging_hint).
  • Passed focused validation: unittest tests.unit.test_operator_workspace_service, node --check src/web/app.js, unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server, full unittest discover -s tests/unit (713 tests), and scripts/run_script_static_checks.py.
  • Deployed the current working tree to http://192.168.3.90:8000; deploy smoke passed 11 endpoints, run_remote_ops_smoke.py passed 9 checks, and remote field smoke confirmed resume persistence, proof resolution history, template recovery/audit, and review-lane aging fields.
  • Added handoff lifecycle / operator resume queue fields (lifecycle_state, resume_queue_rank, resume_action_label, handoff_lifecycle_summary, operator_resume_queue, and next_resume_*) plus cockpit resume visibility.
  • Added digest proof follow-up queue and resolved-state fields (proof_follow_up_state, proof_follow_up_action_label, proof_resolved_state, proof_follow_up_queue, resolved_proof_count, and proof_resolution_state_counts).
  • Added template guardrail resolution / preferred-template decay fields (guardrail_resolution_status, guardrail_resolution_prompt, preferred_template_decay, guardrail_resolution_queue, and preferred_template_decay_status).
  • Added setup-family promotion queue / demotion history fields (promotion_queue_status, promotion_queue_rank, promotion_next_action, promotion_queue_item, demotion_history, and demotion_history_count).
  • Passed focused validation: unittest tests.unit.test_operator_workspace_service, unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server, full unittest discover -s tests/unit (713 tests), scripts/run_script_static_checks.py, and node --check src/web/app.js.
  • Deployed the current working tree to http://192.168.3.90:8000; deploy smoke passed 11 endpoints, run_remote_ops_smoke.py passed 9 checks, and remote field smoke confirmed handoff lifecycle/resume queue, proof follow-up queue, guardrail resolution/decay, setup-family promotion queue/demotion history, and matching /static/app.js UI strings.
  • Added handoff lane grouping / overdue cleanup visibility (handoff_lane_groups, overdue_cleanup_count, next_cleanup_*, per-marker lane_group, overdue_cleanup_candidate, and cleanup_priority) plus matching cockpit summaries.
  • Added digest proof-aging trend and stale-proof escalation fields (proof_age_trend, proof_escalation_level, proof_escalation_prompt, proof_aging_trend_counts, and stale_proof_escalation_count).
  • Added template feedback trend history and negative-feedback guardrails (feedback_trend_history, negative_feedback_guardrail, negative_feedback_guardrail_count, and guardrail template IDs) with cockpit visibility.
  • Added setup-family watchlist prioritization / promotion-readiness hints (watchlist_priority_score, promotion_ready, promotion_readiness_hint, and promotion_blockers) on replay family trend deltas.
  • Passed focused validation: unittest tests.unit.test_operator_workspace_service, unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server, full unittest discover -s tests/unit (713 tests), scripts/run_script_static_checks.py, and node --check src/web/app.js.
  • Deployed the current working tree to http://192.168.3.90:8000; deploy smoke passed 11 endpoints, run_remote_ops_smoke.py passed 9 checks, and remote field smoke confirmed handoff grouping, proof aging/escalation, template guardrails, setup-family promotion readiness, and matching /static/app.js UI strings.
  • Added handoff lane cleanup/snooze metadata (cleanup_candidate_count, handoff_cleanup_recommendation, per-marker snooze_seconds, and snooze_options) plus workbench snooze/clear-snooze controls for persisted handoff markers.
  • Added digest refresh proof history trails (refresh_confirmation_trail, refresh_confirmation_trail_count, latest_confirmation_trail_item) so each recall group carries an auditable freshness confirmation path.
  • Added template feedback aggregation and recommendation tuning fields (template_feedback_aggregation, feedback_tuned_template_id, recommendation_tuning_status) plus workbench tuned-template actions.
  • Added setup-family drift watchlist/sample-threshold fields (watchlist_status, watchlist_priority, sample_threshold, sample_gap, drift_watchlist_items) on replay family trend deltas.
  • Passed focused validation: unittest tests.unit.test_operator_workspace_service, unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server, full unittest discover -s tests/unit (713 tests), scripts/run_script_static_checks.py, node --check src/web/app.js, and a local field smoke for H13/F14/G13/D15 fields.
  • Deployed the current working tree to http://192.168.3.90:8000; deploy smoke passed 11 endpoints, run_remote_ops_smoke.py passed 9 checks, and remote field smoke confirmed handoff cleanup/snooze, digest confirmation trails, template feedback tuning, setup-family drift watchlist, and matching /static/app.js UI strings.
  • Added persisted handoff aging/stale policy fields (handoff_stale_after_seconds, handoff_stale_warning, default_stale_after_seconds) plus workbench saved-handoff age/status/warning display.
  • Added digest refresh confirmation and freshness-proof fields (refresh_confirmation_status, freshness_proof_status, proof counts, and confirmation prompts) so recall groups show whether their evidence is current enough to reuse.
  • Added review-template feedback capture loops with per-template feedback actions and feedback_loop_summary; workbench buttons now save useful/actionable/misleading feedback notes through the existing operator-note route.
  • Added setup-family drift alerts and focus recommendations (drift_alert, drift_severity, focus_recommendation, focus_reasons) on replay family trend deltas.
  • Passed focused validation: unittest tests.unit.test_operator_workspace_service, unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server, full unittest discover -s tests/unit (713 tests), scripts/run_script_static_checks.py, node --check src/web/app.js, and a local field smoke for the new H12/F13/G12/D14 fields.
  • Deployed the current working tree to http://192.168.3.90:8000; deploy smoke passed 11 endpoints, run_remote_ops_smoke.py passed 9 checks, and remote field smoke confirmed handoff aging, digest refresh proof, template feedback loops, setup-family drift, and matching /static/app.js UI strings.
  • Added scan handoff markers on assistant scan cards plus a top-level scan_handoff_summary; the workbench can persist and reopen a saved handoff marker in local storage.
  • Added digest refresh evidence anchors (refresh_evidence_anchor, refresh_evidence_path, refresh_evidence_anchor_count) so stale-to-fresh prompts point back to the source surface they should recheck.
  • Added template outcome/usefulness scoring (template_outcomes, recommended_outcome_status, recommended_usefulness_score, template_outcome_summary) so saved templates can distinguish useful signals from unscored reuse.
  • Added setup-family trend deltas (setup_family_trend_delta) so family replay comparison shows framework/avg-R/risk deltas against adjacent peers or the available baseline.
  • Passed focused validation: unittest tests.unit.test_operator_workspace_service, unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server, scripts/run_script_static_checks.py, node --check src/web/app.js, and a local review-packet smoke for the new H11/F12/G11/D13 fields.
  • Deployed the current working tree to http://192.168.3.90:8000; deploy smoke passed 11 endpoints, run_remote_ops_smoke.py passed 9 checks, and remote field smoke confirmed scan handoff, digest refresh evidence anchors, template outcome summary, setup-family trend deltas, and matching /static/app.js UI strings.
  • Added guided scan completion state metadata (completion_state, completion_hint, is_next_scan_step) plus a top-level scan_completion_summary so the operator can see which cockpit scan item should be handled next.
  • Added stale-to-fresh digest refresh prompts (refresh_needed, refresh_prompt, refresh_action_label, refresh_needed_count) so aged recall groups clearly ask for refresh before being reused as live context.
  • Added saved-template reuse metrics (template_reuse_metrics, per-template reuse_count / last_used_ts / reuse_status) so review templates show whether the recommended template has already been used in recent notes.
  • Added setup-family peer replay baselines (setup_family, setup_family_peer_sessions, setup_family_peer_summary, setup_family_focus) so replay comparison can talk about the setup family, not only the current session ladder.
  • Passed focused validation: unittest tests.unit.test_operator_workspace_service, unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server, scripts/run_script_static_checks.py, node --check src/web/app.js, and a local review-packet smoke for the new H10/F11/G10/D12 fields.
  • Deployed the current working tree to http://192.168.3.90:8000; deploy smoke passed 11 endpoints, run_remote_ops_smoke.py passed 9 checks, and remote field smoke confirmed scan_completion_summary, digest refresh prompts, template reuse metrics, setup-family baseline fields, and matching /static/app.js UI strings.
  • Added scan-to-action transition_hint fields so scan cards tell the operator what the next click/action is for.
  • Added digest recall aging metadata (age_seconds, age_band, stale, staleness_hint) plus fresh/stale group counts on the digest summary.
  • Added review-template carry-over and reuse metadata (carry_over_context, reuse_hint, recommended_reuse_hint) so repeated note loops preserve context.
  • Added peer replay baseline visibility with peer_sessions and peer_summary, plus market-session fallback for setup replay when the decision packet has no session code.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local review-packet smoke confirming transition hints, digest staleness, template reuse hints, and peer baseline fields.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes transition hints, digest staleness hints, template reuse hints, and peer replay baseline fields; remote app.js includes the matching UI.
  • Added clearer scan_summary_cards hierarchy with rank, context, emphasis, and direct action labels so the top rail reads more like an operator scan order instead of five flat cards.
  • Added richer digest_history_groups focus metadata (headline, latest_title, recommended, action_label) and wired the workbench to filter/review groups with clearer recall intent.
  • Added context-aware review templates by introducing next_review and queue_follow_up note templates plus recommended-template reasoning/priority metadata.
  • Extended broader replay baselines with risk_rank, risk_percentile, risk_band, top_safe_sessions, and replay_verdict.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local review-packet smoke confirming recommended_reason, digest group headlines, scan action labels, and replay verdict fields.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes recommended_reason, digest group headlines/action labels, scan hierarchy metadata, and replay verdict/risk fields; remote app.js / styles.css include the matching UI updates.
  • Added note_templates to review entrypoints so the assistant can prefill operator notes with top setup, blocker, and focus-mode templates.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming note_templates.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes note_templates, and remote app includes the prefill note helper and template actions.
  • Added recommended-template guidance and digest-history group filtering ergonomics to the assistant workspace.
  • Added replay percentile visibility so the assistant can show framework_percentile and avg_r_percentile alongside broader baseline ranks.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming recommended_label, recommended_kind, framework_percentile, and avg_r_percentile.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes recommended_label, recommended_kind, framework_percentile, and avg_r_percentile, and the remote app renders the corresponding UI labels.
  • Added section navigation, digest filter persistence, and composite replay percentile visibility to the assistant workspace.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local smoke confirming the updated section-nav/filter interactions.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes the template/digest/replay metadata and the remote app includes section navigation plus persisted digest filtering.
  • Revalidated and remotely confirmed that the current live Decision Assistant now exposes recommended templates, digest group guidance, replay percentiles, and the denser grouped workspace together.
  • Revalidated and remotely confirmed that the current live Decision Assistant now exposes grouped digest recall, broader replay baselines, OKX announcements, and quick-save note shortcuts alongside the earlier template and scan surfaces.
  • Added scan_summary_cards so the assistant can present a compact top scan rail with top opportunity, top blocker, next review, external context, and digest summary.
  • Added history_summary under the digest surface so the assistant can summarize recall kinds and latest timestamp, not just raw history rows.
  • Extended replay comparison with comparison_status, confidence_band, session_alignment, and a human-readable story.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming scan_summary_cards, digest history summary, and replay comparison story fields.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes scan_summary_cards, digest history summary, and replay comparison story; remote app/css include the matching dense workspace updates.
  • Added comparative_summary to setup/session replay statistics so the assistant can compare the current replay profile against weekly high/low session baselines.
  • Tightened the Decision Assistant surface into denser grouped sections for repeated operator use.
  • Added a concrete new read-only external source: OKX public system status, surfaced inside the assistant external context block.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming comparative_summary and exchange_status.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes comparative_summary, digest_history_preview, and exchange_status, and remote app/css include the latest dense assistant workspace updates.
  • Added assistant-section-title grouping so the Decision Assistant renders as a denser action-oriented workspace instead of one long undifferentiated surface.
  • Added setup/session replay_statistics inside setup_learning_rollup.
  • Added digest_history_preview so recent reminders, alerts, notes, and the previous packet can be recalled from the assistant surface.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming replay_statistics and digest_history_preview.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes replay_statistics and digest_history_preview, and remote app/css include the assistant sectioned workspace updates.
  • Added review_entrypoints so the assistant can expose notes / review / journal entry surfaces directly from the top-level panel.
  • Added per-tier watchlist action metadata (suggested_action, action_path, action_method) and workbench buttons for confirm-check flows.
  • Broadened external_context_summary with operator_questions, next_confirmation_targets, and structured source_cards.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming review_entrypoints, suggested_action, source_cards, and operator_questions.
  • Deployed current HEAD again to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes review_entrypoints, watchlist action metadata, and expanded external context cards; remote static app includes the same assistant surface changes.
  • Added personalized_reminders and digest_surface so the assistant can expose actionable reminder cards and a compact digest summary.
  • Added setup_learning_rollup so the assistant can surface setup-level lessons and session learning context for the current setup type.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming personalized_reminders, digest_surface, and setup_learning_rollup.
  • Deployed current HEAD to http://192.168.3.90:8000.
  • Passed remote smoke for the latest Decision Assistant fields: remote review_packet exposes candidate_watchlist_tiers, external_context_summary, personalized_reminders, digest_surface, and setup_learning_rollup, and the remote workbench root still renders Decision Assistant.
  • Added candidate_watchlist_tiers and candidate_watchlist_summary so the assistant can group recent setups into review_now, strong_watch, soft_watch, and archive_only.
  • Added external_context_summary so the assistant can surface news-window status, provider freshness, active macro events, external waiting items, and council watch items.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming candidate_watchlist_tiers, candidate_watchlist_summary, and external_context_summary.
  • Reconfirmed the real external blocker: remote deploy validation still requires AI_ICT_DEPLOY_PASSWORD or an explicit --password, which is absent in the current shell.
  • Added explanation_drilldown so the assistant can expose decision logic, blockers/guards, watch signals, and launch boundaries as separate drill-down cards.
  • Added structured reason_citations with source path / source type / severity so the assistant can show where each reason comes from.
  • Added learning_rollup so the assistant can surface review-entry count, pending feedback, quality flags, and next review actions.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming explanation_drilldown, reason_citations, and learning_rollup.
  • Reconfirmed the real external blocker: remote deploy validation still requires AI_ICT_DEPLOY_PASSWORD or an explicit --password, which is absent in the current shell.
  • Added workflow_digest so the Decision Assistant now exposes pre-market / intraday / post-trade workflow cards.
  • Refined top opportunity ranking and structured no_trade_reason_items so the assistant can prioritize actionable setups over broad session wrappers and explain blocker severity.
  • Added decision_timeline so the assistant can show current packet, previous packet, latest alert, latest note, and latest execution time anchors when available.
  • Passed focused validation again: unittest, node --check src/web/app.js, and local HTTP smoke confirming workflow_digest, top_opportunities, no_trade_reason_items, and decision_timeline.
  • Confirmed the first real external blocker for this loop: remote deploy validation requires AI_ICT_DEPLOY_PASSWORD or an explicit --password, which is absent in the current shell.
  • Verified GSTACK_OK and reread the current Decision Assistant anchors.
  • Started Decision Assistant Phase A Cockpit under explicit user direction while preserving the closed PXX execution-layer state.
  • Added DecisionAssistantSummaryService and exposed decision_assistant_summary from review_packet.
  • Added a unified Decision Assistant workbench panel that surfaces focus mode, headline, market/risk posture, priority items, and next actions.
  • Added changed_since_last delta summary against the latest stored decision packet so the assistant can explain what materially changed.
  • Added a structured evidence_chain so the assistant summary exposes the key decision gate, launch mode, session context, operator queue, and weekly review evidence blocks.
  • Passed focused validation: unittest for operator/api/static surfaces, node --check src/web/app.js, and local HTTP smoke confirming the new panel text and summary payload.
  • Verified GSTACK_OK.
  • Promoted the visual-watch prewire into a P8 review loop slice.
  • Added VisualReviewService to review reserved watch runs, create optional snapshot records, create visual reviews, and mark watch runs reviewed.
  • Added scripts/run_visual_review.py for manual or automation-driven review processing.
  • Added VisualSnapshotCaptureService and scripts/run_visual_snapshot_capture.py for advisory review-packet snapshot capture.
  • Added API helpers and routes for POST /trading/visual-watch/review and POST /trading/visual-watch/review-pending.
  • Added a read-only workbench panel for recent visual reviews.
  • Added a runtime visual_watch task that processes pending visual-watch reviews without changing trading gates.
  • Added alert_feedback persistence and feedback service support for alert and visual-review labels.
  • Added visual-review feedback API routes and workbench actions for useful / misleading / actionable labels.
  • Extended alert dispatch messages and delivery payloads with the latest visual evidence for the decision packet.
  • Added AlertQualitySummaryService to aggregate recent alert deliveries, alert feedback, visual feedback, and visual-review states.
  • Added GET /trading/alerts/quality-summary and attached the same summary to review_packet.alert_quality_summary.
  • Added a dashboard Alert Quality panel with delivery success, alert usefulness, visual helpfulness, flags, and operator summary.
  • Applied local migrations through 042_create_alert_feedback.sql so P9 can be exercised on the current database.
  • Added VisualCaptureRetentionService to remove stale .claude/visual_watch/captures HTML/JSON artifacts by retention window.
  • Added scripts/run_visual_capture_cleanup.py and POST /trading/visual-watch/cleanup-captures.
  • Added runtime task visual_capture_cleanup and a workbench Cleanup Old Captures button in the Visual Reviews panel.
  • Added RuntimeTaskWatchdogService to detect runtime tasks that are overdue or running too long.
  • Added scripts/run_runtime_task_watchdog.py and GET /trading/runtime-watchdog.
  • Extended runtime_status and the runtime workbench panel with runtime_watchdog, stalled task names, and per-task stall details.
  • Added AlertSilentWindowService for configurable quiet-hour suppression of outbound non-workbench alerts.
  • Added scripts/run_alert_silent_window_status.py and GET /trading/alerts/silent-window-status.
  • Extended alert dispatch, alert quality summary, runtime alert_dispatch task details, and the Alert Quality panel with silent-window visibility and suppression counts.
  • Added failed-alert retry recovery to AlertDispatcherService with bounded retry attempts and retry backoff.
  • Added retry observability in dispatcher payloads, delivery summary fields, runtime alert_dispatch details, and Alert Quality delivery cards.
  • Added bounded webhook transport retry inside AlertDispatcherService._send so transient outbound failures can be retried before the alert is marked failed.
  • Added transport-retry observability in dispatcher payloads, delivery summary fields, and runtime alert_dispatch details.
  • Added focused unit tests for the service, script, API routing, and runtime task.
  • Added docs/AI_ICT_自动化执行层_P15-PXX闭环任务清单_v1.md to define a finite continuation queue from P15 through PXX.
  • Updated the state anchors so future continuation starts at P15 instead of inventing new unbounded phases.
  • Added alert noise policy matrix settings for external minimum severity, workbench-only alert types, suppressed duty modes, and suppressed operator modes.
  • Extended DeliveryPolicyService with evaluate_alert_delivery_policy() so alert status, silent window, alert type, severity, channel, duty mode, operator mode, and cooldown return a structured policy decision.
  • Extended AlertDispatcherService to persist delivery_policy metadata and expose policy_external_allowed, workbench_only, and suppressed_noise_policy counters.
  • Extended AlertQualitySummaryService, runtime alert_dispatch task details, run_alert_dispatcher.py, and the workbench Alert Quality panel with noise-policy visibility.
  • Added focused unit tests for policy matrix, dispatcher suppression, summary rollup, runtime details, and docs inventory alignment.
  • Added browser-backed screenshot capture support to VisualSnapshotCaptureService using local Edge/Chrome headless when available.
  • Extended visual capture payloads with html_path, screenshot_path, metadata_path, capture_url, browser_capture_status, and structured browser_capture details.
  • Extended scripts/run_visual_snapshot_capture.py, POST /trading/visual-watch/capture, and the workbench Visual Reviews panel with browser capture visibility.
  • Verified a real local browser screenshot smoke produced a PNG from a generated review-packet HTML artifact.
  • Added structured evaluate_visual_trigger_policy() for visual trigger/skip routing with auditable reason codes.
  • Wired decision alert payloads and reserved visual watch requests with visual_trigger_policy, visual_trigger_skip_reason, and visual_trigger_roi.
  • Extended runtime decision_packet and visual_watch task details with visual trigger policy statuses, skip reasons, trigger type counts, and review state counts.
  • Extended visual review payloads, alert quality summary, scripts/run_visual_review.py, and the workbench panels with trigger type and ROI visibility.
  • Added build_visual_media_evidence() and summarize_visual_media_evidence() so visual reviews produce a stable media evidence block.
  • Extended alert dispatcher delivery payloads, dispatcher results, alert messages, alert quality summary, runtime alert_dispatch details, and run_alert_dispatcher.py with media evidence status.
  • Extended visual review API enrichment and workbench Visual Reviews with media evidence status and primary media path.
  • Added structured channel route/capability helpers with workbench, webhook, WeCom, and email channel descriptions.
  • Added channel health summary and disabled adapter metadata for WeCom/Email credential-missing states.
  • Extended alert dispatcher payloads/results, delivery summary, runtime alert_dispatch details, dispatcher script output, and workbench delivery cards with per-channel observability.
  • Added OperatorDigestService to aggregate recent alerts, deliveries, visual reviews, quality flags, and missing feedback into an operator review queue.
  • Added scripts/run_operator_digest.py and GET /trading/alerts/operator-digest.
  • Extended the workbench Alert Quality panel with operator digest status, review queue counts, and top review item types.
  • Added runtime_incidents persistence with upsert aggregation by incident key.
  • Added RuntimeIncidentJournalService, scripts/run_runtime_incident_journal.py, and GET /trading/runtime-incidents.
  • Extended runtime_status, run_trading_runtime.py, and the workbench runtime panel with incident summary, severity/source counts, and recommended actions.
  • Added MaintenanceSummaryService for read-only storage/delivery/feedback/runtime maintenance rollups.
  • Added scripts/run_maintenance_summary.py and GET /trading/maintenance-summary.
  • Extended the workbench runtime panel with maintenance status, blockers/warnings, actions, and P23 assertion visibility.
  • Added UnattendedHarnessService, scripts/run_unattended_harness.py, and GET /trading/unattended-harness.
  • The harness validates policy suppression, dispatch retry contract, runtime watchdog, visual capture fallback, alert quality feedback rollup, visual media/channel rollup, operator digest, maintenance summary, and runtime environment blockers without using external channels or real trades.
  • Added scripts/run_remote_ops_smoke.py for P24 remote API validation.
  • Extended password deploy smoke coverage to include alert quality, operator digest, runtime incidents, maintenance summary, and the P23 harness.
  • Deployed current HEAD to http://192.168.3.90:8000 and confirmed P24 remote ops smoke passed without warnings or blockers.
  • Added scripts/run_automation_execution_closure_gate.py for the PXX finite-scope closure check.
  • Marked P15-P24 and PXX closed in the state anchors and froze automatic P25/P26 phase creation.

Current Working State

  • Decision Assistant Phase H/F/D/G/E Dense Recall + Templates + Announcements is active as the current product-development line on top of the frozen execution-layer baseline.
  • The new assistant summary is implemented in review_packet: it synthesizes a single headline, focus mode, market posture, risk posture, no-trade reasons, priority items, next actions, and evidence summary.
  • The assistant summary now reports changed_since_last by diffing the current packet against the latest stored decision packet payload.
  • The assistant summary now also reports a structured evidence_chain so the top-level panel can show why the current stance exists without opening multiple secondary panels.
  • The assistant summary now also reports workflow_digest, top_opportunities, structured no_trade_reason_items, and decision_timeline.
  • The assistant summary now also reports explanation_drilldown, reason_citations, and learning_rollup so explainability and review-loop state are visible from the top-level panel.
  • The assistant summary now also reports candidate_watchlist_tiers / candidate_watchlist_summary and external_context_summary, so setup tiers and read-only macro/news context are visible from the same top-level surface.
  • The assistant summary now also reports personalized_reminders, digest_surface, and setup_learning_rollup, so reminder prioritization and setup-level learning are visible from the same top-level panel.
  • The assistant summary now also reports review_entrypoints, per-tier watchlist action metadata, operator_questions, next_confirmation_targets, and structured external source_cards.
  • The assistant summary now also reports setup/session replay_statistics, replay comparative_summary, digest_history_preview, and OKX public exchange_status.
  • The assistant summary now also reports scan_summary_cards, digest history_summary, replay comparison story, digest_history_groups, broader replay baseline summaries, note_templates, OKX announcements, plus recommended template and replay percentile guidance.
  • The workbench top section now includes a dedicated Decision Assistant panel with denser grouped sections plus note-template prefill, quick-save actions, digest-history group filtering, and replay percentile visibility, and both local and remote smoke confirmed the rendered surface plus review_packet.decision_assistant_summary with the latest scan/digest/replay/template/announcement fields.
  • P7 is closed and remains a monitor-maturity routing layer, not a Research Council expansion.
  • P8 review/capture/feedback surfaces remain implemented and unchanged in their execution guards.
  • P9 quality rollup remains implemented and visible in both the dashboard and review packet.
  • P10 retention cleanup remains implemented and visible in runtime plus workbench flows.
  • P11 runtime watchdog remains implemented and visible in runtime status, API, script, and workbench flows.
  • P12 silent-window noise control remains implemented and visible in dispatcher, summary, runtime, and workbench flows.
  • P13 retry recovery remains implemented: failed alerts can be re-scanned, deferred during backoff, and stopped after bounded retry exhaustion.
  • P14 transport retry is implemented: single webhook send attempts can now be retried in-process before the alert falls back to failed delivery state.
  • P14 transport visibility is implemented: dispatcher results expose transport_attempt_count, delivery summary exposes transport_retried_delivery_count / transport_retry_failed_count, and runtime alert_dispatch details expose transport retry counters.
  • P15-PXX is now a finite known-scope queue: P15 noise policy matrix, P16 browser screenshot capture adapter, P17 visual trigger ROI router, P18 visual evidence media dispatch, P19 multi-channel routing, P20 operator digest/review queue, P21 runtime incident journal, P22 maintenance rollup, P23 unattended harness, P24 remote smoke, and PXX closure gate.
  • P15 noise policy matrix is implemented: external alert sends can be suppressed by severity, alert type, duty mode, operator mode, silent window, or cooldown while workbench visibility remains intact.
  • P15 visibility is implemented: dispatcher payloads include delivery_policy, delivery summary includes noise-policy/workbench-only/external-allowed counters, runtime alert_dispatch details expose policy counters, and the workbench Alert Quality panel displays them.
  • P16 browser screenshot capture is implemented: visual snapshot capture now writes HTML/JSON artifacts and, when browser capture is available, a PNG screenshot; when unavailable, it returns structured browser_capture_status=unavailable without interrupting the visual-watch flow.
  • P16 workbench visibility is implemented: Visual Reviews now expose browser capture status, image path, HTML path, and artifact path.
  • P17 visual trigger ROI routing is implemented: ordinary observe/monitoring states now produce observe_monitoring_not_high_value instead of reserving visual review, while actionable, blocked, market degraded, broker/reconciliation degraded, and council-recommended watch items produce explicit trigger types.
  • P17 visibility is implemented: decision alert payloads carry visual_trigger_policy/visual_trigger_roi, runtime exposes trigger/skip counts, visual review summaries count trigger types and review results, and the workbench displays trigger counters.
  • P18 visual media evidence dispatch is implemented: visual review context now becomes a stable media_evidence block with channel-aware media_attached, media_linked, or media_unavailable status.
  • P18 visibility is implemented: dispatcher payloads/results, delivery summary, runtime alert_dispatch details, script output, visual review API, and workbench panels expose media evidence status.
  • P19 multi-channel alert routing is implemented: routing now returns channel_route, channel_health, channel capability metadata, and explicit disabled-adapter states for WeCom/Email when credentials/adapters are unavailable.
  • P19 visibility is implemented: dispatcher result exposes channel_summary / channel_health / channel_disabled, delivery summary exposes channel_status_counts, runtime alert_dispatch details expose channel health, and the workbench Alert Quality panel shows channel counts.
  • P20 operator digest/review queue is implemented: recent high-value alerts, suppressed deliveries, failed/retry deliveries, visual mismatches, and pending feedback items are aggregated into a bounded review queue.
  • P20 visibility is implemented: scripts/run_operator_digest.py, /trading/alerts/operator-digest, focused tests, and the workbench Alert Quality panel expose digest status, counts, warnings, and top queue items.
  • P21 runtime incident journal is implemented: runtime/watchdog/blocker/noisy incident signals can be normalized into persisted incidents with severity, source, reason, subject, first/last seen timestamps, occurrence count, and recommended action.
  • P21 visibility is implemented: /trading/runtime-incidents, scripts/run_runtime_incident_journal.py, runtime_status.incident_summary, run_trading_runtime.py, and the workbench runtime panel expose incident counts and recommendations.
  • P22 maintenance retention rollup is implemented: visual capture retention dry-run stats, alert delivery health, feedback sample health, runtime watchdog, and incident journal health are aggregated into checks, blockers, warnings, maintenance_actions, and p23_assertions.
  • P22 visibility is implemented: /trading/maintenance-summary, scripts/run_maintenance_summary.py, and the workbench runtime panel expose maintenance state without deleting business data.
  • P23 unattended harness is implemented: a single local command/API call returns mode, passed checks, warnings, blockers, and trimmed payloads across P15-P22 key paths.
  • P23 is analysis/decision-only: external_channels_used=false and real_trade_required=false.
  • P24 remote deployment is complete for current HEAD.
  • P24 remote smoke is implemented and passed: /health, /trading/runtime-status, /trading/review-packet, /trading/alerts/quality-summary, /trading/alerts/operator-digest, /trading/runtime-incidents, /trading/maintenance-summary, visual-watch cleanup dry-run, and /trading/unattended-harness all passed on http://192.168.3.90:8000.
  • PXX closure gate is implemented and passed: P15-P24 and PXX are checked in TASKS.md, PXX state is recorded in SESSION.md, final validation evidence is present, and no new Research Council phase was created.
  • PXX post-state is frozen: Long-running Analysis Decision Monitor With Ops Rollup; new product phases require explicit user direction.
  • Latest scripts/run_visual_review.py smoke found no pending reviews: attempted=0, reviewed=0, status=idle.
  • Latest capture smoke returned status=ignored when no watch run was supplied, which is the expected safe no-op.
  • Latest cleanup smoke deleted one expired temporary artifact through scripts/run_visual_capture_cleanup.py.
  • Latest watchdog smoke returned stalled_task_count=0 through scripts/run_runtime_task_watchdog.py.
  • Latest silent-window smoke returned active=true through scripts/run_alert_silent_window_status.py and exposed the same state through /trading/alerts/silent-window-status.
  • Latest dispatcher smoke returned retry-related fields (retry_candidates=0, retried=0, deferred_retry_backoff=0, retry_exhausted=0) through scripts/run_alert_dispatcher.py.
  • Latest scripts/run_trading_runtime.py smoke returned blockers=none and includes a healthy visual_watch runtime task.
  • Latest local runtime smoke confirmed runtime_status.tasks.alert_dispatch.details now exposes retry and silent-window counters with blockers=none.

PXX Blockers

  • none

Current Risks Or Open Questions

  • Remote deploy is no longer blocked, but the current assistant still lacks richer external source coverage beyond the existing news/provider chain and council watch items.
  • Browser screenshot capture adapter is a future enhancement, not a P8 closure blocker. The current adapter is an advisory review-packet HTML capture, and the review loop can still use an existing snapshot, an explicit image_path, or write an unavailable structured review.
  • Visual review remains advisory and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • Alert-quality statistics remain advisory and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • Capture cleanup remains operational only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • Runtime watchdog remains operational only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • Silent-window suppression remains operational only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • Retry recovery remains operational only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • Transport retry remains operational only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P15-PXX must remain automation execution-layer work and must not reopen Research Council phases or create new trading permissions.
  • P15 noise policy remains operational only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P16 browser screenshot capture remains advisory evidence only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P17 visual trigger routing remains advisory evidence routing only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P18 media evidence remains delivery metadata/fallback routing only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P19 channel routing remains notification routing/observability only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P20 operator digest remains read-only review aggregation only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P21 runtime incident journal remains observability/persistence only and must not change execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P22 maintenance summary remains read-only and uses visual capture retention dry-run statistics only; it must not delete business data or alter execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P23 unattended harness remains a local/remote smoke verifier only and must not use external channels, require real trades, or alter execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • P24 remote ops smoke remains verification only: its visual-watch step uses dry-run cleanup and it must not use external channels, require real trades, or alter execution permission, live readiness, trust bucket, risk governor, or operator confirmation.
  • PXX closure gate is verification/state-freeze only and must not create a Research Council phase, alter execution permission, enable real-live readiness, change risk governor/trust bucket behavior, or weaken operator confirmation.
  • A final rerun of scripts/run_alert_dispatcher.py and scripts/run_trading_runtime.py hit local PostgreSQL connection timeout because nothing was listening on 127.0.0.1:5432; the P14 code path is still covered by full unit tests and earlier successful smoke during implementation.
  • P15 dispatcher smoke succeeded with suppressed_noise_policy, workbench_only, and policy_external_allowed counters present. P15 runtime smoke reached alert_dispatch successfully, but the overall runtime returned external environment blockers for market stream disconnected and OKX read transport connection refused.
  • P16 direct browser smoke succeeded locally with browser_capture_status=captured. Script-level capture without a watch run still returns safe no-op watch_run_missing.
  • P17 visual review smoke returned status=idle, skip_reason=no_pending_visual_watch_runs, and empty trigger/review counters, which is the expected safe no-op when no policy-backed visual watch is pending.
  • P17 quality-summary API smoke returned 200 and exposed visual_review_summary.trigger_type_counts / review_result_counts.
  • Latest P17 runtime smoke returned blockers=none and exposes decision_packet.details.visual_trigger_* plus visual_watch.details.skip_reason / trigger counts.
  • P18 dispatcher smoke returned attempted=0 and media counters present as safe no-op: media_attached=0, media_linked=0, media_unavailable=0.
  • P18 quality-summary API smoke returned 200 and exposed delivery_summary.media_attached_count, media_linked_count, and media_unavailable_count.
  • Latest P18 runtime smoke returned blockers=none and exposes alert_dispatch.details.media_attached/media_linked/media_unavailable.
  • P19 dispatcher smoke returned attempted=0 and exposed channel_health.enabled_channels=["workbench"] plus disabled webhook, wecom, and email credential-missing states.
  • P19 quality-summary API smoke returned 200 and exposed delivery_summary.channel_status_counts.
  • Latest P19 runtime smoke returned blockers=none and exposes alert_dispatch.details.channel_health and channel_summary.
  • P20 focused tests passed for digest service, script JSON/text output, API route, and dashboard route inventory; full tests/unit passed with 685 tests.
  • P20 smoke returned status=completed through scripts/run_operator_digest.py with review_queue=10, API route smoke returned 200 with review_queue=3, and runtime smoke returned blockers=none.
  • P21 local migration applied 043_create_runtime_incidents.sql.
  • P21 full validation passed: 691 unit tests, 69 script static checks, node --check src/web/app.js, and runtime smoke blockers=none with Incident journal: idle / 0.
  • P21 script/API smoke returned idle persisted incident journal state, which is expected when no current runtime incidents are present.
  • P22 full validation passed: 696 unit tests, 70 script static checks, and node --check src/web/app.js.
  • P22 script/API smoke returned status=warning with warnings=['feedback.sample_health'], blockers=[], automatic_actions=[], and P23 assertions visible.
  • P23 full validation passed: 701 unit tests, 71 script static checks, and node --check src/web/app.js.
  • P23 script/API smoke returned status=passed, passed_checks=9, warnings=[], blockers=[], external_channels_used=false, and real_trade_required=false.
  • P24 focused validation passed: remote ops smoke tests and deploy smoke coverage tests passed; script static checks passed across 72 scripts.
  • P24 deploy passed through scripts/deploy_with_password.py with 11 HTTP smoke endpoints.
  • P24 remote ops smoke passed on http://192.168.3.90:8000 with 9 passed checks, warnings=[], blockers=[].
  • PXX final validation passed: 709 unit tests, 73 script static checks, node --check src/web/app.js, P24 remote ops smoke passed, and closure gate passed.
  • Latest H16/F17/G16/D18 validation passed: 713 unit tests, 73 script static checks, node --check src/web/app.js, deploy smoke passed 11 endpoints, remote ops smoke passed 9 checks, and remote field smoke returned status=passed.
  • Real-live order submission remains intentionally disabled because the OKX order adapter is still not a real-live submitter.

Exact Next Step

Continue the Decision Assistant dense operator workspace with the next bounded slice: H17 handoff resume history / stale persistence cleanup, F18 digest proof resolution SLA / repeated-stale proof suppression, G17 template recovery recommendations / audit filtering, and D19 setup-family review-lane SLA / promotion backlog prioritization. PXX remains closed; do not create P25/P26 automatically, and do not enable real trading.

Validation Commands Used Recently

D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_operator_workspace_service
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_script_static_checks.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest discover -s tests/unit
node --check src/web/app.js
D:\ai-exchange\.venv\Scripts\python.exe scripts\deploy_with_password.py --host 192.168.3.90 --user root --port 22 --password <provided>
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_remote_ops_smoke.py --base-url http://192.168.3.90:8000 --attempts 2 --timeout-seconds 20
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_operator_workspace_service
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_operator_workspace_service tests.unit.test_api_static_server tests.unit.test_api_server
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_script_static_checks.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest discover -s tests/unit
node --check src/web/app.js
D:\ai-exchange\.venv\Scripts\python.exe scripts\deploy_with_password.py --host 192.168.3.90 --user root --port 22 --password <provided>
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_remote_ops_smoke.py --base-url http://192.168.3.90:8000 --attempts 2 --timeout-seconds 20
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_visual_review_service tests.unit.test_run_visual_review tests.unit.test_trading_runtime_service tests.unit.test_api_and_main tests.unit.test_api_server
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_script_static_checks.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_run_until_blocked tests.unit.test_monitoring_alert_rollout tests.unit.test_runtime_script_json
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_visual_review.py
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_visual_snapshot_capture.py
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_visual_capture_cleanup.py
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_runtime_task_watchdog.py
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_alert_silent_window_status.py
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_trading_runtime.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_visual_snapshot_capture_service tests.unit.test_run_visual_snapshot_capture tests.unit.test_api_static_server
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_visual_trigger_policy_service tests.unit.test_decision_packet_service tests.unit.test_research_council_decision_packet_fields tests.unit.test_visual_review_service tests.unit.test_alert_quality_summary_service tests.unit.test_trading_runtime_service tests.unit.test_run_visual_review
D:\ai-exchange\.venv\Scripts\python.exe -m unittest discover -s tests/unit
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_visual_review.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_visual_media_evidence_service tests.unit.test_alert_feedback_service tests.unit.test_alert_quality_summary_service tests.unit.test_trading_runtime_service tests.unit.test_api_and_main
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_alert_dispatcher.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_channel_router_service tests.unit.test_alert_feedback_service tests.unit.test_alert_quality_summary_service tests.unit.test_trading_runtime_service
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_operator_digest_service tests.unit.test_run_operator_digest tests.unit.test_api_server.ApiServerRoutingTests.test_routes_trading_alert_operator_digest tests.unit.test_api_static_server.ApiStaticServerTests.test_dashboard_uses_canonical_trading_routes
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_operator_digest.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_runtime_incident_journal_service tests.unit.test_run_runtime_incident_journal tests.unit.test_trading_runtime_service tests.unit.test_api_static_server.ApiStaticServerTests.test_dashboard_uses_canonical_trading_routes
D:\ai-exchange\.venv\Scripts\python.exe scripts\apply_migrations.py
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_runtime_incident_journal.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_maintenance_summary_service tests.unit.test_run_maintenance_summary tests.unit.test_api_server.ApiServerRoutingTests.test_routes_maintenance_summary tests.unit.test_api_static_server.ApiStaticServerTests.test_dashboard_uses_canonical_trading_routes
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_maintenance_summary.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_unattended_harness_service tests.unit.test_run_unattended_harness tests.unit.test_api_server.ApiServerRoutingTests.test_routes_unattended_harness
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_unattended_harness.py
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_run_remote_ops_smoke tests.unit.test_deploy_with_password
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_remote_ops_smoke.py --base-url http://192.168.3.90:8000 --attempts 2 --timeout-seconds 20
D:\ai-exchange\.venv\Scripts\python.exe -m unittest tests.unit.test_run_automation_execution_closure_gate
D:\ai-exchange\.venv\Scripts\python.exe scripts\run_automation_execution_closure_gate.py