Merge pull request #130 from QuantStrategyLab/codex/clarify-health-execution-state

fix: clarify unconfirmed health actions

Author: Pigbibi

ops/quant-monitor/README.md

@@ -39,6 +39,10 @@ Token 从 GCP Secret `quant-sentinel-telegram-bot-token` 加载；**不要**把
 监控证据只触发研究审查，不自动修改策略代码、live 参数、仓位、风险预算，不自动
 merge 或 deploy。成功记录策略劣化后，monitor 正常结束，不再重复通知人工。
 
+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。
+
 | 变量 | 说明 |
 |------|------|
 | `QUANT_SENTINEL_TELEGRAM_SECRET_NAME` | 默认 `quant-sentinel-telegram-bot-token` |

ops/quant-monitor/scripts/build_dashboard_snapshot.py

@@ -24,9 +24,9 @@
 MAX_STRATEGIES = 100
 DECISIONS = {
     "healthy": {
-        "code": "auto_advance",
-        "label": "系统可自动推进下一阶段",
-        "reason": "机器检查通过；仅在预批准的 canary 预算内推进，不自动进入正常 live。",
+        "code": "canary_eligible",
+        "label": "满足 canary 条件，等待预授权执行器确认",
+        "reason": "机器检查通过；监控只生成证据。仅已接入的预授权 canary 执行器才能推进，绝不自动进入正常 live。",
     },
     "watch": {
         "code": "stay_shadow",
@@ -39,9 +39,9 @@
         "reason": "健康度进入复核区，先确认数据、成本和风险。",
     },
     "critical": {
-        "code": "auto_pause",
-        "label": "自动暂停 / 回滚复核",
-        "reason": "触发严重告警，系统先控制风险，不等待人工确认。",
+        "code": "pause_request_pending_confirmation",
+        "label": "已提出暂停请求，待实际运行时确认",
+        "reason": "触发严重告警；监控会隔离晋级并生成可审计的暂停请求。缺少运行时回执时，券商执行状态为未知。",
     },
 }
 
@@ -181,7 +181,7 @@ def _decision(status: str, requested_stage: str | None = None) -> dict[str, str]
         return {
             "code": "human_live_gate",
             "label": "机器检查通过，等待你批准正常 live",
-            "reason": "进入正常资金暴露前仍需人工确认，不会因健康分自动上线。",
+            "reason": "进入正常资金暴露前仍需人工确认；健康监控本身不具备下单、暂停或上线权限。",
         }
     return dict(DECISIONS.get(status, {
         "code": "evidence_missing",

ops/quant-monitor/tests/test_dashboard_snapshot.py

@@ -62,7 +62,7 @@ def test_normalizes_health_scores_and_review_evidence(self):
         self.assertEqual(payload["data_status"], "ready")
         self.assertEqual(payload["summary"]["healthy"], 1)
         self.assertEqual(strategy["review"]["requested_stage"], "shadow_candidate")
-        self.assertEqual(strategy["decision"]["code"], "auto_advance")
+        self.assertEqual(strategy["decision"]["code"], "canary_eligible")
         self.assertEqual(strategy["freshness"]["status"], "unknown")
         self.assertEqual(strategy["source_revision"], "https://example.invalid/revisions/rev-1")
         self.assertEqual(strategy["review"]["evidence_package_id"], "https://example.invalid/evidence-1")
@@ -272,6 +272,23 @@ def test_healthy_live_candidate_still_waits_for_human(self):
 
         self.assertEqual(payload["strategies"][0]["decision"]["code"], "human_live_gate")
 
+    def test_critical_status_never_claims_an_unconfirmed_broker_pause(self):
+        with tempfile.TemporaryDirectory() as tmp:
+            health = Path(tmp) / "health.json"
+            health.write_text(json.dumps({"strategies": [{
+                "strategy_profile": "critical_strategy",
+                "domain": "us_equity",
+                "status": "critical",
+                "overall_score": 12,
+            }]}), encoding="utf-8")
+
+            payload = build_payload(health_file=health)
+
+        decision = payload["strategies"][0]["decision"]
+        self.assertEqual(decision["code"], "pause_request_pending_confirmation")
+        self.assertIn("待实际运行时确认", decision["label"])
+        self.assertNotIn("已停单", decision["reason"])
+
 
 if __name__ == "__main__":
     unittest.main()