v0.4.2 — semantic perception + deliberative committee

[0.4.2] — 2026-05-14

Summary

v0.4.2 makes Hermes itself part of the PDR trading architecture: semantic analysis can enter the Perceive layer as replayable packets, and the Decide layer now has a TradingAgents-style deliberative committee scaffold for bull/bear/risk/portfolio-manager collaboration.

Added

• ADR-0022: Hermes semantic perception layer. Semantic packets are precomputed Hermes/model/human research artifacts consumed by analysts; no hidden model/web calls happen inside a trading tick.
• ADR-0023: Deliberative committee decision layer. The committee records research debate, trader synthesis, risk debate, and portfolio-manager synthesis while preserving the Aggregator protocol.
• hermes_quant.semantic: SemanticPacket, source provenance, canonical packet hashing, parsing, and validation helpers.
• HermesSemanticAnalyst (hermes_quant.analysts.semantic): consumes semantic packets from MarketContext.extras, emits normal AnalystViews, and abstains with zero confidence when packets are missing/stale/future/tampered.
• DeliberativeCommitteeAggregator (hermes_quant.aggregators.deliberative): deterministic TradingAgents-style committee scaffold with bull/bear/neutral research turns, trader synthesis, aggressive/conservative/neutral risk perspectives, and portfolio-manager metadata.
• btc-usdt-deliberative recipe: BTC/USDT recipe using quantitative analysts + hermes_semantic + deliberative_committee, paper/backtest-only.
• quant_recommend schema/tool path accepts optional semantic_packets and committee_turns artifacts for replayable semantic/model-mixture inputs.

Changed

• advisor.recommend() accepts market_extras so replay/tool callers can inject semantic packets and committee turns without changing the analyst protocol.
• Advisor aggregated-signal JSON now carries metadata, exposing committee deliberation traces to Hermes/tool callers.
• Architecture docs now document semantic packets and model-mixture deliberation as first-class PDR extension seams.

Safety posture

• Model-backed debate is artifact-driven, not live-call-driven: future Hermes model mixtures should write explicit committee_turns with model IDs/input hashes before aggregation.
• Deliberation can reduce confidence or force flat on disagreement; it cannot bypass the deterministic risk gate.
• Semantic packets are hash-verified and freshness-checked; invalid packets produce abstain views, not trades.

Test sweep

• 593 passed, 1 skipped (was 580 → +13, zero regressions).