Merge pull request #131 from QuantStrategyLab/codex/clarify-health-policy

fix: mark health policy evidence-only

Author: Pigbibi

ops/quant-monitor/README.md

@@ -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 |
 |------|------|

ops/quant-monitor/scripts/build_dashboard_snapshot.py

@@ -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": [
@@ -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,
     }

ops/quant-monitor/tests/test_dashboard_snapshot.py

@@ -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: