runtime(research): 受控 ACK PVC 与 ClickHouse 采用

[proerror77]

Parent

#650

What to build

在 Parquet/cache 和 ClickHouse materialization 都有合并且独立验证后，执行一次受控的 ACK research-plane adoption：创建或绑定明确的本地 ESSD/PVC cache、结果 PVC、私网 ClickHouse 目标和不可变 research image；仅对一个指定的 canonical partition 完成 cache warm、suspended Job dry-run/unsuspend 决策、结果 artifact 上传和独立 readback。该 issue 不授予任何交易、Collector 或历史回填权限。

Acceptance criteria

• 开始前记录一个命名 controller、精确 ACK/namespace/PVC/ClickHouse/image/configuration identities、账单预算、rollback identity 和 stop rules。
• PVC cache 仅包含指定且 SHA-verified canonical partition；完整 OSS bucket 未被挂载为回测热路径。
• ClickHouse 连接、schema 初始化和 materialization 的 readback 均绑定指定 immutable canonical manifest。
• Backtest Job 只在允许时运行本地 cache 路径，并输出带 manifest SHA/source revision 的 immutable result evidence。
• 每一个 cloud mutation、Job terminal state、OSS result artifact 和 cleanup 都有独立 readback；失败时按记录的 rollback/stop rule 终止。
• 不修改 Collector、Polymarket runtime、Paper/Shadow/Live 或任何交易权限。

Blocked by

#652
#653
#688
#689

[proerror77]

This was generated by AI during triage.

Wayfinder boundary clarification

• runtime(data): admit one immutable Binance Spot replay partition #688 now owns admission of one immutable Binance Spot partition. runtime(research): 受控 ACK PVC 与 ClickHouse 采用 #654 may consume that admitted partition but cannot claim the data-admission evidence itself.
• runtime(research): audit ACK backtest and PVC schedulability without launching workload #689 now owns the read-only ACK node/PVC schedulability preflight. runtime(research): 受控 ACK PVC 与 ClickHouse 采用 #654 remains the later persistent ACK/PVC/ClickHouse adoption contract and is where actual adoption/canary evidence belongs.
• Any backtest-shaped action under runtime(research): 受控 ACK PVC 与 ClickHouse 采用 #654 is infrastructure-adoption evidence only. The governed Spot research result is owned separately by runtime(research): prove one Binance Spot research-to-event-backtest receipt #690.
• ClickHouse remains optional for sequential event replay and is not a blocker for runtime(research): prove one Binance Spot research-to-event-backtest receipt #690. runtime(research): 受控 ACK PVC 与 ClickHouse 采用 #654 does not authorize runtime(data): admit one immutable Binance Spot replay partition #688 or runtime(research): prove one Binance Spot research-to-event-backtest receipt #690, and no runtime action is authorized by this comment.