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fix: mark health policy evidence-only #131

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Merged
Pigbibi merged 1 commit into from
Aug 28, 2026
Merged

fix: mark health policy evidence-only #131

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2 changes: 2 additions & 0 deletions ops/quant-monitor/README.md
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Original file line number Diff line number Diff line change
Expand Up @@ -42,6 +42,8 @@ merge 或 deploy。成功记录策略劣化后，monitor 正常结束，不再
因此健康卡片里的 `canary_eligible` 和
`pause_request_pending_confirmation` 是**证据状态**，不是券商侧已执行的事实。
只有日后接入并回传执行回执的预授权运行时，才能把暂停或 canary 推进标为已完成。
当前 payload 的 policy mode 为 `evidence_only`：自动化仅限监控、工件校验和
issue-only 研究任务，任何策略阶段、canary 或券商订单状态都不会被它自行改变。

| 变量 | 说明 |
|------|------|
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8 changes: 4 additions & 4 deletions ops/quant-monitor/scripts/build_dashboard_snapshot.py
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Expand Up @@ -303,9 +303,9 @@ def build_payload(
**counts,
},
"policy": {
"mode": "read_only",
"automatic_stages": ["research_backtest_only", "ai_monitored_candidate", "shadow_candidate"],
"automatic_modes": ["bounded_canary_run"],
"mode": "evidence_only",
"automatic_stages": [],
"automatic_modes": [],
"human_gate_stages": ["live_candidate", "runtime_enabled"],
"canary_requirements": ["预批准固定预算", "固定最长运行时间", "最大回撤熔断", "禁止自动加仓与加杠杆"],
"machine_checks": [
Expand All @@ -314,7 +314,7 @@ def build_payload(
"成本、OOS/WFA 与证据包（如已提供）",
],
"human_actions": ["批准正常 live", "批准提高资金/杠杆", "确认例外覆盖"],
"notice": "研究、shadow、canary 可按固定规则自动推进；正常 live 与资金/杠杆变更必须人工确认。",
"notice": "当前监控只自动生成研究与风险证据，不推进阶段、不运行 canary、不暂停券商订单；正常 live 与资金/杠杆变更必须人工确认。",
},
"strategies": strategies,
}
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7 changes: 5 additions & 2 deletions ops/quant-monitor/tests/test_dashboard_snapshot.py
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Expand Up @@ -245,12 +245,15 @@ def test_redacts_untrusted_review_fields_and_keeps_missing_scores_null(self):
self.assertNotIn("secret", strategy["review"])
self.assertNotIn("token", strategy["review"]["validation"])

def test_policy_keeps_normal_live_as_human_gate(self):
def test_policy_reports_evidence_only_until_runtime_is_bound(self):
with tempfile.TemporaryDirectory() as tmp:
payload = build_payload(health_file=Path(tmp) / "missing.json")

self.assertIn("bounded_canary_run", payload["policy"]["automatic_modes"])
self.assertEqual(payload["policy"]["mode"], "evidence_only")
self.assertEqual(payload["policy"]["automatic_stages"], [])
self.assertEqual(payload["policy"]["automatic_modes"], [])
self.assertEqual(payload["policy"]["human_gate_stages"], ["live_candidate", "runtime_enabled"])
self.assertIn("不暂停券商订单", payload["policy"]["notice"])

def test_healthy_live_candidate_still_waits_for_human(self):
with tempfile.TemporaryDirectory() as tmp:
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