0902cb2c93
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.
80 lines
5.7 KiB
Markdown
80 lines
5.7 KiB
Markdown
# Implementation Proof: 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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## Hypothesis
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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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