Archive implementation turn: Quote lifecycle investigator and missed quote follow-up
Proof: Preserve the completed implementation turn and record its outcome in the tracked archive. Assumptions: The archived files capture the relevant planning state for the completed turn. Still fake: Archiving does not validate the work by itself; external evidence still governs whether the result is trustworthy.
This commit is contained in:
philipp
parent
cb87910c95
commit
8805282f59
5 changed files with 277 additions and 266 deletions
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@ -23,6 +23,7 @@ Legacy note:
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- 2026-06-06: `maker-response-latency-and-quote-competitiveness` closed with status `passed`. Durable maker timing, relay failure classification, pair-native competitiveness surfaces, dashboard cleanup, and emergency quote-history retention fixes were implemented, validated, and deployed; long-term storage shape is opened as a separate turn.
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- 2026-06-06: `maker-response-latency-and-quote-competitiveness` closed with status `passed`. Durable maker timing, relay failure classification, pair-native competitiveness surfaces, dashboard cleanup, and emergency quote-history retention fixes were implemented, validated, and deployed; long-term storage shape is opened as a separate turn.
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- 2026-06-12: `quote-lifecycle-retention-and-analytics-rollups` closed with status `paused`. Paused after retention, dashboard, semantic, and notification fixes were deployed; the next urgent proof is removing verifier salt refresh from the quote execution hot path.
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- 2026-06-12: `quote-lifecycle-retention-and-analytics-rollups` closed with status `paused`. Paused after retention, dashboard, semantic, and notification fixes were deployed; the next urgent proof is removing verifier salt refresh from the quote execution hot path.
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- 2026-06-12: `verifier-salt-hot-path-removal-and-executor-queue-guardrails` closed with status `passed`. Verifier current_salt RPC was removed from the quote-response hot path, cached salt failures now reject before signing or relay, queue delay and salt health are visible and alertable, and live post-deploy evidence showed cache or unavailable salt results with no new-runtime refresh rows.
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- 2026-06-12: `verifier-salt-hot-path-removal-and-executor-queue-guardrails` closed with status `passed`. Verifier current_salt RPC was removed from the quote-response hot path, cached salt failures now reject before signing or relay, queue delay and salt health are visible and alertable, and live post-deploy evidence showed cache or unavailable salt results with no new-runtime refresh rows.
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- 2026-06-12: `quote-lifecycle-investigator-and-missed-quote-follow-up` closed with status `passed`. Durable quote lookup, pinned lifecycle investigator, regression tests, workflow deploy, and live lookup evidence passed on cb87910.
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## Research Turns
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## Research Turns
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## Planning Events
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## Planning Events
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@ -1,190 +1,5 @@
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# Implementation Turn: Quote lifecycle investigator and missed quote follow-up
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# Implementation Turn
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Status: open
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Status: idle
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Opened: 2026-06-12
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## Goal
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No approved implementation turn is active yet.
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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.
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## Selected Backlog Items
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- [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.
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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.
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## Constraints
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- Preserve trading behavior: no strategy, pricing, threshold, notional, inventory, arming, signer, pair enablement, quote skip, or relay policy changes.
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- Do not add active pair, edge, notional, latency, response-policy, or retention env vars.
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- Do not introduce a new storage system or retention policy.
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- Preserve existing lifecycle and executor result rows as readable.
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- Use repo workflow for deployment only; no manual kubectl rollout or image patching.
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- Add regression tests for every bug fix or behavior contract introduced here.
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## Current Shape To Inspect
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- `src/operator-dashboard/static/pages/StrategyPage.jsx`
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- `QuoteLifecycleSection`
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- `QuoteLifecycleTable`
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- `LifecycleDetails`
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- pause/filter/expanded-row behavior
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- `src/operator-dashboard/static/state/dashboardReducer.js`
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- `quote_lifecycle.updated` handling
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- `src/core/operator-dashboard.mjs`
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- `deriveQuoteLifecycleRows`
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- `buildLiveQuoteLifecycleRows`
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- `buildStrategySummary`
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- lifecycle row normalization/enrichment
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- `src/lib/postgres.mjs`
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- recent quote, decision, command, execution result, and outcome loaders
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- `src/apps/operator-dashboard.mjs`
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- bootstrap data loading
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- REST API routes
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- WebSocket update path
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- Existing dashboard/static tests under `test/`.
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## Implementation Plan
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### 1. Add a durable lifecycle lookup contract
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- Add a backend loader that can find lifecycle evidence by one identifier:
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- `quote_id`
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- `decision_id`
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- `command_id`
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- Reuse existing durable tables and normalizers:
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- `swap_demand_events`
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- `trade_decisions`
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- `execute_trade_commands`
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- `trade_execution_results`
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- quote outcomes table
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- Return the same normalized lifecycle row shape produced by `deriveQuoteLifecycleRows`, enriched for UI in the same way as recent rows.
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- Include lookup metadata:
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- requested identifier
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- matched identifier type
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- found/not found
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- lookup timestamp
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- latest stage timestamp
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- If no row is found, return a structured not-found response instead of a dashboard error.
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- Make missing old fields render as `null`/`Unavailable`; do not require new timing fields to exist.
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### 2. Expose a dashboard API endpoint
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- Add an authenticated operator-dashboard route for lifecycle lookup, for example:
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- `GET /api/strategy/quote-lifecycle/:identifier`
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- The endpoint should:
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- validate a non-empty identifier
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- call the durable lookup loader
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- return `{ ok, lifecycle_row, lookup }`
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- return a 404-style payload for not found without crashing the dashboard
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- Do not expose secrets or raw relay payloads beyond what existing lifecycle rows already show.
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### 3. Improve frontend state and interaction model
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- Replace the current "pause solves investigation" behavior with a selected quote investigator:
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- row action: inspect or pin quote
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- selected row highlight
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- stable investigator panel above the table or directly below controls
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- selected quote remains visible even when filters change or live rows move
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- Keep pause as table-only:
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- paused table keeps row order and row contents stable
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- selected investigator can still refresh from durable lookup
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- resume table applies latest rolling rows without clearing the selected quote
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- Add identifier lookup:
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- search input for quote id, decision id, or command id
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- loading, found, not-found, and error states
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- copyable identifiers remain available
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- Add problem-state filters without changing lifecycle data:
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- all
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- awaiting executor
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- approved/no command
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- blocked before submit
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- submission failed
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- quote not found or finished
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- strategy rejected
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- submitted/awaiting outcome
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- Ensure filters do not hide or clear the selected investigator.
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### 4. Make `Awaiting executor` explain the next step
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- In the investigator panel, show a concise stage status:
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- quote observed
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- strategy decision
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- command recorded or missing
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- executor result recorded or missing
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- relay/outcome status when present
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- For `command_emitted` / `Awaiting executor` rows:
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- show command age using the current clock
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- show the command id and command timestamp
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- show "waiting for executor result" only when no result is found
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- if a later lookup finds an executor result, show the terminal status instead of stale awaiting text
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- For relay failures, make `quote_not_found_or_finished` visible as a first-class reason.
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### 5. Keep live updates and lookup refresh coherent
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- When `quote_lifecycle.updated` arrives:
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- update the rolling table as it does today
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- if the selected quote appears in the live payload, refresh the selected panel from that row immediately
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- if the selected quote is absent from the live payload, schedule or expose a durable lookup refresh for the selected identifier
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- Avoid unbounded request loops:
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- debounce lookup refreshes client-side
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- do not add new env vars for refresh timing
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- keep manual refresh available
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- Show whether selected evidence came from:
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- current live rows
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- durable lookup
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- not found
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- lookup error
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### 6. Preserve layout quality
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- Keep the lifecycle table full-width and scan-friendly.
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- Avoid large marketing-style or decorative redesign.
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- Keep row heights stable with existing fixed row slots.
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- Ensure long quote ids and reason text truncate or wrap intentionally.
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- Do not nest cards inside cards; use a panel/detail layout consistent with the existing dashboard.
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- Keep old rows with missing fields readable on desktop and mobile widths.
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### 7. Tests
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- Add or update core tests for lifecycle lookup and row derivation:
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- command-only row classifies as `Awaiting executor`
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- later executor result for the same quote updates the lifecycle state
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- old rows missing timing fields normalize safely
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- Add backend API tests or static route tests:
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- lookup by quote id
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- lookup by decision id
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- lookup by command id
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- not-found response
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- Add frontend/static tests proving:
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- Quote lifecycle has a selected/pinned investigator
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- pause language is table-specific
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- identifier lookup controls exist
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- problem-state filters include awaiting executor and quote-not-found/finished
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- selected investigation is not represented only by expanded table rows
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- Add a regression test for the described bug:
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- start with a selected `Awaiting executor` quote
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- update the displayed recent list so that quote is absent
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- prove the selected quote detail remains available or can be refreshed from durable lookup
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### 8. Validation Commands
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- Run targeted tests first, likely:
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- `node --test test/operator-dashboard*.test.mjs test/*lifecycle*.test.mjs`
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- add narrower filenames as tests are introduced
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- Run full:
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- `npm test`
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- Build dashboard bundle:
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- `npm run operator-dashboard:build`
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### 9. Commit, deploy, and evidence
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- Commit implementation with required body:
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- `Proof: ...`
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- `Assumptions: ...`
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- `Still fake: ...`
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- Push only if tests and dashboard build pass.
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- Let repo workflow deploy; do not manually patch deployments.
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- Collect live evidence after deploy:
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- deployments on the new image
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- dashboard still receives live lifecycle updates
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- durable lookup returns at least one recent quote lifecycle row
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- an unresolved or missed quote can be inspected by identifier without relying on it being visible in the rolling table
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- selected quote UI does not clear on live row movement
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## Assumptions
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- Existing durable quote, decision, command, execution result, and outcome rows are sufficient to reconstruct a single quote lifecycle.
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- The dashboard can add a small authenticated read endpoint without changing service topology.
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- Client-side debounce plus manual refresh is enough to keep pinned quote investigation fresh without adding a new response-policy or retention setting.
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## Still Fake
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- Venue-native terminal fill truth remains incomplete where outcome rows only infer not-filled or settlement through existing attribution.
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- Fee-aware realized PnL and broader quote analytics workbench views remain out of scope.
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- Historical detail that has already been pruned cannot be reconstructed beyond existing rollups.
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81
PROOF.md
81
PROOF.md
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@ -1,80 +1,5 @@
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# Implementation Proof: Quote lifecycle investigator and missed quote follow-up
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# Implementation Proof
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Status: open
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Status: idle
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Opened: 2026-06-12
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## Hypothesis
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No approved implementation proof is active yet.
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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.
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## Problem Evidence
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- The current Quote lifecycle page is a rolling live table of recent rows.
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- Pausing freezes the displayed table snapshot, including stale `Awaiting executor` evidence.
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- When live updates resume, the quote can leave the recent window and become hard to find again.
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- The existing expandable row explains the lifecycle only while the row remains in the rendered recent set.
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- 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.
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## Scope
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- Improve the existing `Quote lifecycle` dashboard view, not a new dashboard product area.
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- Add a durable quote lookup path by `quote_id`, `decision_id`, or `command_id` using existing history tables.
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- Add a selected or pinned quote investigator that remains visible independently from the rolling table rows.
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- Make pause freeze table ordering only; the selected quote investigation must still refresh from durable evidence.
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- Add search or lookup controls so a quote can be found again after it leaves the recent table.
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- Add filters for investigation states that matter to missed quotes:
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- awaiting executor
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- approved but command missing
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- blocked before submit
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- submission failed
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- quote not found or finished
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- strategy rejected
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- submitted or awaiting outcome
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- Improve the selected quote detail so `Awaiting executor` clearly shows:
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- command id and command timestamp
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- elapsed time since command
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- whether an executor result is now stored
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- relay result or block reason if present
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- next expected stage when still unresolved
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- Preserve old executor result and lifecycle rows as readable when newer timing or result fields are missing.
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- Keep the implementation read-side and dashboard-only unless a small shared lifecycle normalizer change is required.
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## Non-goals
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- Do not change strategy selection, pricing, edge thresholds, notional limits, inventory checks, arming, signer identity, or pair enablement.
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- Do not skip quotes or alter executor/relay response behavior.
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- Do not add active pair, edge, notional, latency, response-policy, or retention environment variables.
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- Do not add a new retention policy or new long-term analytics store in this turn.
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- 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.
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- Do not claim submitted quote responses are completed trades unless durable outcome and settlement evidence support that claim.
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- Do not use manual kubectl rollout, image patching, or ad hoc production repair.
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## Definition of Done
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- The Quote lifecycle page has a stable selected or pinned quote investigator separate from the rolling table rows.
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- Selecting an `Awaiting executor` row lets the operator continue following that quote after the table is paused, resumed, filtered, or updated.
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- A selected quote can be refreshed or auto-refreshed from durable evidence even when it is no longer present in `recent_lifecycle_rows`.
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- 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.
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- Problem-state filters make missed quote rows easy to isolate without hiding the selected quote investigation.
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- Rows with missing old fields render as unavailable instead of crashing or disappearing.
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- Bug regression coverage proves:
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- a selected quote remains inspectable after it leaves the recent live list
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- an `Awaiting executor` row can later refresh into a terminal executor or relay result
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- lookup by quote, decision, and command identifiers uses durable evidence and does not rely only on the current client-side recent rows
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- Targeted dashboard tests pass.
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- Full `npm test` passes.
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- The operator dashboard bundle builds.
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- The planning and implementation commits include `Proof:`, `Assumptions:`, and `Still fake:`.
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- If tests pass, deploy only through the repo push workflow and collect live evidence:
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- repo-owned deployments are on the new image
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- Quote lifecycle still receives live rows
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- at least one durable quote lookup returns a lifecycle row
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- a missed or pending quote can be inspected by identifier after it is not relied on as a visible recent row
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## Failure Conditions
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- Pause still freezes the only available evidence for a selected quote.
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- A selected quote cannot be found once it leaves the rolling recent table.
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- The lookup path searches only the browser's current rows instead of durable history.
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- The UI improves labels but still cannot answer what happened after `Awaiting executor`.
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- Missed-quote filters hide the selected investigation or make old rows unreadable.
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- The implementation changes trading behavior or strategy economics.
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- No regression test covers the row-follow-up bug.
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## Real Versus Fake
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- Real in scope: dashboard investigation backed by durable quote, decision, command, executor result, and outcome rows already stored by repo-owned services.
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- 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.
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# Implementation Turn: Quote lifecycle investigator and missed quote follow-up
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Status: open
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Opened: 2026-06-12
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## Goal
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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.
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## Selected Backlog Items
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- [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.
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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.
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## Constraints
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- Preserve trading behavior: no strategy, pricing, threshold, notional, inventory, arming, signer, pair enablement, quote skip, or relay policy changes.
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- Do not add active pair, edge, notional, latency, response-policy, or retention env vars.
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- Do not introduce a new storage system or retention policy.
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- Preserve existing lifecycle and executor result rows as readable.
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- Use repo workflow for deployment only; no manual kubectl rollout or image patching.
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- Add regression tests for every bug fix or behavior contract introduced here.
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## Current Shape To Inspect
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- `src/operator-dashboard/static/pages/StrategyPage.jsx`
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- `QuoteLifecycleSection`
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- `QuoteLifecycleTable`
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- `LifecycleDetails`
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- pause/filter/expanded-row behavior
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||||||
|
- `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.
|
||||||
|
|
@ -0,0 +1,80 @@
|
||||||
|
# Implementation Proof: Quote lifecycle investigator and missed quote follow-up
|
||||||
|
|
||||||
|
Status: open
|
||||||
|
Opened: 2026-06-12
|
||||||
|
|
||||||
|
## 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.
|
||||||
Loading…
Add table
Reference in a new issue