Open implementation turn: Quote lifecycle investigator

Proof: Establish the approved quote lifecycle investigator turn so missed and pending quotes can be followed from durable dashboard evidence.

Assumptions: The selected I012 traceability scope is the approved next slice, while broader quote analytics remain future backlog work.

Still fake: This is a planning commit only; the dashboard investigator, durable lookup endpoint, tests, deployment, and live evidence are not implemented yet.

ARCHIVE.md

@@ -44,3 +44,4 @@ Legacy note:
 - 2026-05-18: opened implementation turn `maker-response-latency-and-quote-competitiveness` from backlog items none.
 - 2026-06-06: opened implementation turn `quote-lifecycle-retention-and-analytics-rollups` from backlog items none.
 - 2026-06-12: opened implementation turn `verifier-salt-hot-path-removal-and-executor-queue-guardrails` from backlog items none.
+- 2026-06-12: opened implementation turn `quote-lifecycle-investigator-and-missed-quote-follow-up` from backlog items I012; remaining broad analytics-workbench scope was re-added as I017.

BACKLOG.md

@@ -17,10 +17,10 @@ Rules:
 - [I007] Inventory-aware execution rule: implement both directions, but only fire the side backed by credited internal source-asset inventory.
 - [I008] Inventory-sync service for NEAR Intents internal balances and pending funding state.
 - [I009] Liquidity-manager service for deposit addresses, funding actions, and treasury visibility.
-- [I012] Quotes and execution analytics workbench: live quote tape, quote count and volume windows, size-bucket distributions, oracle-deviation views, per-quote decision and execution trace, and matched-only filters.
 - [I013] Benchmark and PnL analytics: compare trade PnL versus mark-to-market, all-BTC hold, all-EURe hold, passive 50/50 hold, and hindsight trade quality against later benchmarks.
 
 - [I016] (soon) Treasury cashflow and fee ledger: durably record deposits, withdrawals, bridge or network costs, and other non-trade cashflows so dashboard profit can move from mark-to-market to true net PnL. tags=pnl,fees,treasury
+- [I017] (soon) Remaining quote analytics workbench beyond lifecycle investigation: quote count and volume windows, size-bucket distributions, oracle-deviation views, matched-only filters, and broader execution analytics. tags=analytics,dashboard,quotes
 ## Research Candidates
 - [R001] Compare Kraken and CoinGecko drift and freshness for the assets needed to price the active pair.
 - [R002] Test whether the active pair's implied rate diverges from external reference prices enough to justify execution after a simple 2% gross threshold.

IMPLEMENTATION.md

@@ -1,5 +1,190 @@
-# Implementation Turn
+# Implementation Turn: Quote lifecycle investigator and missed quote follow-up
 
-Status: idle
+Status: open
+Opened: 2026-06-12
 
-No approved implementation turn is active yet.
+## Goal
+Improve the dashboard Quote lifecycle view so operators can pin, search, and follow missed or pending quotes from durable evidence even after live rows move on.
+
+## Selected Backlog Items
+- [I012] Quotes and execution analytics workbench: live quote tape, quote count and volume windows, size-bucket distributions, oracle-deviation views, per-quote decision and execution trace, and matched-only filters.
+
+This turn intentionally implements only the per-quote lifecycle investigation and missed-quote follow-up part of I012. Remaining analytics-workbench work has been re-added to backlog as follow-on scope.
+
+## Constraints
+- Preserve trading behavior: no strategy, pricing, threshold, notional, inventory, arming, signer, pair enablement, quote skip, or relay policy changes.
+- Do not add active pair, edge, notional, latency, response-policy, or retention env vars.
+- Do not introduce a new storage system or retention policy.
+- Preserve existing lifecycle and executor result rows as readable.
+- Use repo workflow for deployment only; no manual kubectl rollout or image patching.
+- Add regression tests for every bug fix or behavior contract introduced here.
+
+## Current Shape To Inspect
+- `src/operator-dashboard/static/pages/StrategyPage.jsx`
+  - `QuoteLifecycleSection`
+  - `QuoteLifecycleTable`
+  - `LifecycleDetails`
+  - pause/filter/expanded-row behavior
+- `src/operator-dashboard/static/state/dashboardReducer.js`
+  - `quote_lifecycle.updated` handling
+- `src/core/operator-dashboard.mjs`
+  - `deriveQuoteLifecycleRows`
+  - `buildLiveQuoteLifecycleRows`
+  - `buildStrategySummary`
+  - lifecycle row normalization/enrichment
+- `src/lib/postgres.mjs`
+  - recent quote, decision, command, execution result, and outcome loaders
+- `src/apps/operator-dashboard.mjs`
+  - bootstrap data loading
+  - REST API routes
+  - WebSocket update path
+- Existing dashboard/static tests under `test/`.
+
+## Implementation Plan
+
+### 1. Add a durable lifecycle lookup contract
+- Add a backend loader that can find lifecycle evidence by one identifier:
+  - `quote_id`
+  - `decision_id`
+  - `command_id`
+- Reuse existing durable tables and normalizers:
+  - `swap_demand_events`
+  - `trade_decisions`
+  - `execute_trade_commands`
+  - `trade_execution_results`
+  - quote outcomes table
+- Return the same normalized lifecycle row shape produced by `deriveQuoteLifecycleRows`, enriched for UI in the same way as recent rows.
+- Include lookup metadata:
+  - requested identifier
+  - matched identifier type
+  - found/not found
+  - lookup timestamp
+  - latest stage timestamp
+- If no row is found, return a structured not-found response instead of a dashboard error.
+- Make missing old fields render as `null`/`Unavailable`; do not require new timing fields to exist.
+
+### 2. Expose a dashboard API endpoint
+- Add an authenticated operator-dashboard route for lifecycle lookup, for example:
+  - `GET /api/strategy/quote-lifecycle/:identifier`
+- The endpoint should:
+  - validate a non-empty identifier
+  - call the durable lookup loader
+  - return `{ ok, lifecycle_row, lookup }`
+  - return a 404-style payload for not found without crashing the dashboard
+- Do not expose secrets or raw relay payloads beyond what existing lifecycle rows already show.
+
+### 3. Improve frontend state and interaction model
+- Replace the current "pause solves investigation" behavior with a selected quote investigator:
+  - row action: inspect or pin quote
+  - selected row highlight
+  - stable investigator panel above the table or directly below controls
+  - selected quote remains visible even when filters change or live rows move
+- Keep pause as table-only:
+  - paused table keeps row order and row contents stable
+  - selected investigator can still refresh from durable lookup
+  - resume table applies latest rolling rows without clearing the selected quote
+- Add identifier lookup:
+  - search input for quote id, decision id, or command id
+  - loading, found, not-found, and error states
+  - copyable identifiers remain available
+- Add problem-state filters without changing lifecycle data:
+  - all
+  - awaiting executor
+  - approved/no command
+  - blocked before submit
+  - submission failed
+  - quote not found or finished
+  - strategy rejected
+  - submitted/awaiting outcome
+- Ensure filters do not hide or clear the selected investigator.
+
+### 4. Make `Awaiting executor` explain the next step
+- In the investigator panel, show a concise stage status:
+  - quote observed
+  - strategy decision
+  - command recorded or missing
+  - executor result recorded or missing
+  - relay/outcome status when present
+- For `command_emitted` / `Awaiting executor` rows:
+  - show command age using the current clock
+  - show the command id and command timestamp
+  - show "waiting for executor result" only when no result is found
+  - if a later lookup finds an executor result, show the terminal status instead of stale awaiting text
+- For relay failures, make `quote_not_found_or_finished` visible as a first-class reason.
+
+### 5. Keep live updates and lookup refresh coherent
+- When `quote_lifecycle.updated` arrives:
+  - update the rolling table as it does today
+  - if the selected quote appears in the live payload, refresh the selected panel from that row immediately
+  - if the selected quote is absent from the live payload, schedule or expose a durable lookup refresh for the selected identifier
+- Avoid unbounded request loops:
+  - debounce lookup refreshes client-side
+  - do not add new env vars for refresh timing
+  - keep manual refresh available
+- Show whether selected evidence came from:
+  - current live rows
+  - durable lookup
+  - not found
+  - lookup error
+
+### 6. Preserve layout quality
+- Keep the lifecycle table full-width and scan-friendly.
+- Avoid large marketing-style or decorative redesign.
+- Keep row heights stable with existing fixed row slots.
+- Ensure long quote ids and reason text truncate or wrap intentionally.
+- Do not nest cards inside cards; use a panel/detail layout consistent with the existing dashboard.
+- Keep old rows with missing fields readable on desktop and mobile widths.
+
+### 7. Tests
+- Add or update core tests for lifecycle lookup and row derivation:
+  - command-only row classifies as `Awaiting executor`
+  - later executor result for the same quote updates the lifecycle state
+  - old rows missing timing fields normalize safely
+- Add backend API tests or static route tests:
+  - lookup by quote id
+  - lookup by decision id
+  - lookup by command id
+  - not-found response
+- Add frontend/static tests proving:
+  - Quote lifecycle has a selected/pinned investigator
+  - pause language is table-specific
+  - identifier lookup controls exist
+  - problem-state filters include awaiting executor and quote-not-found/finished
+  - selected investigation is not represented only by expanded table rows
+- Add a regression test for the described bug:
+  - start with a selected `Awaiting executor` quote
+  - update the displayed recent list so that quote is absent
+  - prove the selected quote detail remains available or can be refreshed from durable lookup
+
+### 8. Validation Commands
+- Run targeted tests first, likely:
+  - `node --test test/operator-dashboard*.test.mjs test/*lifecycle*.test.mjs`
+  - add narrower filenames as tests are introduced
+- Run full:
+  - `npm test`
+- Build dashboard bundle:
+  - `npm run operator-dashboard:build`
+
+### 9. Commit, deploy, and evidence
+- Commit implementation with required body:
+  - `Proof: ...`
+  - `Assumptions: ...`
+  - `Still fake: ...`
+- Push only if tests and dashboard build pass.
+- Let repo workflow deploy; do not manually patch deployments.
+- Collect live evidence after deploy:
+  - deployments on the new image
+  - dashboard still receives live lifecycle updates
+  - durable lookup returns at least one recent quote lifecycle row
+  - an unresolved or missed quote can be inspected by identifier without relying on it being visible in the rolling table
+  - selected quote UI does not clear on live row movement
+
+## Assumptions
+- Existing durable quote, decision, command, execution result, and outcome rows are sufficient to reconstruct a single quote lifecycle.
+- The dashboard can add a small authenticated read endpoint without changing service topology.
+- Client-side debounce plus manual refresh is enough to keep pinned quote investigation fresh without adding a new response-policy or retention setting.
+
+## Still Fake
+- Venue-native terminal fill truth remains incomplete where outcome rows only infer not-filled or settlement through existing attribution.
+- Fee-aware realized PnL and broader quote analytics workbench views remain out of scope.
+- Historical detail that has already been pruned cannot be reconstructed beyond existing rollups.

PROOF.md

@@ -1,5 +1,80 @@
-# Implementation Proof
+# Implementation Proof: Quote lifecycle investigator and missed quote follow-up
 
-Status: idle
+Status: open
+Opened: 2026-06-12
 
-No approved implementation proof is active yet.
+## Hypothesis
+If the operator dashboard turns the quote lifecycle table into a durable quote investigator, an operator can pause or filter the live quote list, select an `Awaiting executor` or otherwise missed quote, and continue following that exact quote through command, executor result, relay failure, outcome, or unresolved state even after the rolling live table moves on.
+
+## Problem Evidence
+- The current Quote lifecycle page is a rolling live table of recent rows.
+- Pausing freezes the displayed table snapshot, including stale `Awaiting executor` evidence.
+- When live updates resume, the quote can leave the recent window and become hard to find again.
+- The existing expandable row explains the lifecycle only while the row remains in the rendered recent set.
+- This prevents practical investigation of missed quotes such as commands that later become `quote_not_found_or_finished`, `verifier_salt_unavailable`, stale command rejects, or successful submissions.
+
+## Scope
+- Improve the existing `Quote lifecycle` dashboard view, not a new dashboard product area.
+- Add a durable quote lookup path by `quote_id`, `decision_id`, or `command_id` using existing history tables.
+- Add a selected or pinned quote investigator that remains visible independently from the rolling table rows.
+- Make pause freeze table ordering only; the selected quote investigation must still refresh from durable evidence.
+- Add search or lookup controls so a quote can be found again after it leaves the recent table.
+- Add filters for investigation states that matter to missed quotes:
+  - awaiting executor
+  - approved but command missing
+  - blocked before submit
+  - submission failed
+  - quote not found or finished
+  - strategy rejected
+  - submitted or awaiting outcome
+- Improve the selected quote detail so `Awaiting executor` clearly shows:
+  - command id and command timestamp
+  - elapsed time since command
+  - whether an executor result is now stored
+  - relay result or block reason if present
+  - next expected stage when still unresolved
+- Preserve old executor result and lifecycle rows as readable when newer timing or result fields are missing.
+- Keep the implementation read-side and dashboard-only unless a small shared lifecycle normalizer change is required.
+
+## Non-goals
+- Do not change strategy selection, pricing, edge thresholds, notional limits, inventory checks, arming, signer identity, or pair enablement.
+- Do not skip quotes or alter executor/relay response behavior.
+- Do not add active pair, edge, notional, latency, response-policy, or retention environment variables.
+- Do not add a new retention policy or new long-term analytics store in this turn.
+- Do not build the full remaining analytics workbench: quote volume windows, size-bucket distributions, oracle-deviation views, and matched-only PnL analytics remain backlog work.
+- Do not claim submitted quote responses are completed trades unless durable outcome and settlement evidence support that claim.
+- Do not use manual kubectl rollout, image patching, or ad hoc production repair.
+
+## Definition of Done
+- The Quote lifecycle page has a stable selected or pinned quote investigator separate from the rolling table rows.
+- Selecting an `Awaiting executor` row lets the operator continue following that quote after the table is paused, resumed, filtered, or updated.
+- A selected quote can be refreshed or auto-refreshed from durable evidence even when it is no longer present in `recent_lifecycle_rows`.
+- Lookup by `quote_id`, `decision_id`, or `command_id` returns the same normalized lifecycle shape used by the table, including stage timestamps, reason text, timing, command, execution result, and outcome fields when present.
+- Problem-state filters make missed quote rows easy to isolate without hiding the selected quote investigation.
+- Rows with missing old fields render as unavailable instead of crashing or disappearing.
+- Bug regression coverage proves:
+  - a selected quote remains inspectable after it leaves the recent live list
+  - an `Awaiting executor` row can later refresh into a terminal executor or relay result
+  - lookup by quote, decision, and command identifiers uses durable evidence and does not rely only on the current client-side recent rows
+- Targeted dashboard tests pass.
+- Full `npm test` passes.
+- The operator dashboard bundle builds.
+- The planning and implementation commits include `Proof:`, `Assumptions:`, and `Still fake:`.
+- If tests pass, deploy only through the repo push workflow and collect live evidence:
+  - repo-owned deployments are on the new image
+  - Quote lifecycle still receives live rows
+  - at least one durable quote lookup returns a lifecycle row
+  - a missed or pending quote can be inspected by identifier after it is not relied on as a visible recent row
+
+## Failure Conditions
+- Pause still freezes the only available evidence for a selected quote.
+- A selected quote cannot be found once it leaves the rolling recent table.
+- The lookup path searches only the browser's current rows instead of durable history.
+- The UI improves labels but still cannot answer what happened after `Awaiting executor`.
+- Missed-quote filters hide the selected investigation or make old rows unreadable.
+- The implementation changes trading behavior or strategy economics.
+- No regression test covers the row-follow-up bug.
+
+## Real Versus Fake
+- Real in scope: dashboard investigation backed by durable quote, decision, command, executor result, and outcome rows already stored by repo-owned services.
+- Still fake or incomplete: venue-native final fill truth, fee-aware realized PnL, broader quote analytics workbench, and historical aggregate drilldowns beyond the existing retained lifecycle detail and rollups.