@tradejs/cli 2.0.21 → 3.0.0

package/dist/cli.js

@@ -241,7 +241,7 @@ var agentRun_exports = {};
 __export(agentRun_exports, {
   main: () => main
 });
-var import_args, import_chalk, import_promises, import_node_os, import_node_path, import_node_child_process, import_constants, import_redis, import_userSettings, flags, projectRoot, AGENT_SYSTEM_PROMPT, trimTextTail, escapeHtml, isOpenRouterEndpoint, resolveChatCompletionsUrl, runCommand, runCommandOrThrow, listFilesRecursive, collectStrategyContextFiles, renderFileContext, buildPrompt, extractAssistantContent, requestAgentDiff, applyDiff, getChangedFilesFromGit, runValidationSuite, buildAgentTelegramReport, loadRun, saveAgentRun, resolveGithubRepository, createGithubPullRequest, createWorktree, cleanupWorktree, main;
+var import_args, import_chalk, import_promises, import_node_os, import_node_path, import_node_child_process, import_constants, import_aiEndpoints, import_redis, import_userSettings, flags, projectRoot, AGENT_SYSTEM_PROMPT, trimTextTail, escapeHtml, isOpenRouterEndpoint, resolveChatCompletionsUrl, runCommand, runCommandOrThrow, listFilesRecursive, collectStrategyContextFiles, renderFileContext, buildPrompt, extractAssistantContent, requestAgentDiff, applyDiff, getChangedFilesFromGit, runValidationSuite, buildAgentTelegramReport, loadRun, saveAgentRun, resolveGithubRepository, createGithubPullRequest, createWorktree, cleanupWorktree, main;
 var init_agentRun = __esm({
   "src/scripts/agentRun.ts"() {
     "use strict";
@@ -252,6 +252,7 @@ var init_agentRun = __esm({
     import_node_path = __toESM(require("path"));
     import_node_child_process = require("child_process");
     import_constants = require("@tradejs/core/constants");
+    import_aiEndpoints = require("@tradejs/core/aiEndpoints");
     import_redis = require("@tradejs/infra/redis");
     import_userSettings = require("@tradejs/infra/userSettings");
     init_telegramReports();
@@ -439,35 +440,33 @@ Rules:
     };
     requestAgentDiff = async (userName2, messages) => {
       const settings = await (0, import_userSettings.getUserSettings)(userName2);
-      if (!settings.AI_API_KEY || !settings.AI_API_ENDPOINT) {
+      const aiApiEndpoint = (0, import_aiEndpoints.normalizeAiEndpoint)(settings.AI_API_ENDPOINT);
+      if (!settings.AI_API_KEY || !aiApiEndpoint) {
         throw new Error(`AI settings are incomplete for user ${userName2}`);
       }
-      if (!isOpenRouterEndpoint(settings.AI_API_ENDPOINT)) {
+      if (!isOpenRouterEndpoint(aiApiEndpoint)) {
         throw new Error(
-          `Research agent requires OpenRouter endpoint, got: ${settings.AI_API_ENDPOINT}`
+          `Research agent requires OpenRouter endpoint, got: ${aiApiEndpoint}`
         );
       }
-      const response = await fetch(
-        resolveChatCompletionsUrl(settings.AI_API_ENDPOINT),
-        {
-          method: "POST",
-          headers: {
-            Authorization: `Bearer ${settings.AI_API_KEY}`,
-            "Content-Type": "application/json",
-            "HTTP-Referer": "https://tradejs.dev",
-            "X-Title": "TradeJS Research Agent"
+      const response = await fetch(resolveChatCompletionsUrl(aiApiEndpoint), {
+        method: "POST",
+        headers: {
+          Authorization: `Bearer ${settings.AI_API_KEY}`,
+          "Content-Type": "application/json",
+          "HTTP-Referer": "https://tradejs.dev",
+          "X-Title": "TradeJS Research Agent"
+        },
+        body: JSON.stringify({
+          model: RESEARCH_AGENT_MODEL,
+          messages,
+          reasoning: {
+            effort: RESEARCH_AGENT_REASONING_EFFORT,
+            exclude: true
           },
-          body: JSON.stringify({
-            model: RESEARCH_AGENT_MODEL,
-            messages,
-            reasoning: {
-              effort: RESEARCH_AGENT_REASONING_EFFORT,
-              exclude: true
-            },
-            temperature: 0.2
-          })
-        }
-      );
+          temperature: 0.2
+        })
+      });
       if (!response.ok) {
         throw new Error(
           `OpenRouter request failed (${response.status}): ${await response.text()}`
@@ -1857,7 +1856,7 @@ var init_aiTrainMetrics = __esm({
 });
 
 // src/lib/aiTrainOptions.ts
-var parseTimestampFilter, parseTrailingPeriodMs, parseQualityThresholds, parseTerminalWindowDays, parseDumpFeatureMode, hasCliOption, resolveAiTrainRecentLimit;
+var parseTimestampFilter, parseTrailingPeriodMs, parseQualityThresholds, parseTerminalWindowDays, parseAiTrainDirectionPolicy, assertAiTrainDirectionPolicy, parseDumpFeatureMode, hasCliOption, resolveAiTrainRecentLimit;
 var init_aiTrainOptions = __esm({
   "src/lib/aiTrainOptions.ts"() {
     "use strict";
@@ -1913,6 +1912,38 @@ var init_aiTrainOptions = __esm({
       const raw = String(value ?? "90,30,7").split(",").map((part) => Number(part.trim())).filter((part) => Number.isFinite(part)).map((part) => Math.trunc(part)).filter((part) => part > 0);
       return [...new Set(raw)].sort((left, right) => right - left);
     };
+    parseAiTrainDirectionPolicy = (value) => {
+      const normalized = String(value ?? "both").trim().toLowerCase().replaceAll("-", "_");
+      if (normalized === "both" || normalized === "long_only" || normalized === "short_only" || normalized === "direction_aware") {
+        return normalized;
+      }
+      throw new Error(
+        `Invalid --directionPolicy value "${String(value)}". Use both, long_only, short_only, or direction_aware.`
+      );
+    };
+    assertAiTrainDirectionPolicy = ({
+      directionPolicy,
+      byDirection,
+      terminalWindows
+    }) => {
+      const suppressedDirection = directionPolicy === "long_only" ? "SHORT" : directionPolicy === "short_only" ? "LONG" : null;
+      if (!suppressedDirection) return;
+      for (const scope of [{ label: "full", byDirection }, ...terminalWindows]) {
+        const summary = scope.byDirection.find(
+          (entry) => entry.direction === suppressedDirection
+        );
+        if (!summary) {
+          throw new Error(
+            `${scope.label} ${suppressedDirection} direction summary is required for ${directionPolicy}`
+          );
+        }
+        if (summary.summary.approved !== 0) {
+          throw new Error(
+            `${scope.label} has ${summary.summary.approved} ${suppressedDirection} approved rows under ${directionPolicy}`
+          );
+        }
+      }
+    };
     parseDumpFeatureMode = (value) => {
       const text = String(value ?? "none").trim().toLowerCase();
       if (!text || text === "none" || text === "false" || text === "0") {
@@ -4333,7 +4364,7 @@ var aiPocketSearch_exports = {};
 __export(aiPocketSearch_exports, {
   main: () => main3
 });
-var import_args3, import_chalk4, import_promises4, import_path2, import_progress2, import_ai3, import_ai4, ListIt2, flags3, createListIt2, createTable2, formatRatio, formatProfit, formatNumber2, colorizeRatio, colorizeProfit, colorizeNumber, toReportTimestamp, markdownPlainTable, buildPendingMarkdownReport, normalizeInt, normalizePositiveInt, normalizeNonNegativeNumber, normalizeRatio, normalizeUnitRatio, normalizeFeatureProfile, normalizeFeaturePolicy, normalizeCoverageMode, normalizeCadenceMode, normalizeObjective, normalizeQuality, isAiApproval, listMergedFiles, deriveStrategyNameFromFile, getMergedGroupId, resolveMarkdownReportPath, sortDatasetPartPaths, resolveMergedDatasetFiles, getDatasetRowTimestamp, findMaxSelectedTimestamp, getDeterministicModelCandidate, resolveScopeRows, printSection, buildSummaryRows, buildPocketRows, buildQualityRows, tickProgressBarTo, searchPhaseLabels, hasCliOption2, main3;
+var import_args3, import_chalk4, import_promises4, import_path2, import_progress2, import_ai3, import_ai4, import_registry, ListIt2, flags3, createListIt2, createTable2, formatRatio, formatProfit, formatNumber2, colorizeRatio, colorizeProfit, colorizeNumber, toReportTimestamp, markdownPlainTable, buildPendingMarkdownReport, normalizeInt, normalizePositiveInt, normalizeNonNegativeNumber, normalizeRatio, normalizeUnitRatio, normalizeFeatureProfile, normalizeFeaturePolicy, normalizeCoverageMode, normalizeCadenceMode, normalizeObjective, normalizeQuality, isAiApproval, listMergedFiles, deriveStrategyNameFromFile, getMergedGroupId, resolveMarkdownReportPath, sortDatasetPartPaths, resolveMergedDatasetFiles, getDatasetRowTimestamp, findMaxSelectedTimestamp, getDeterministicModelCandidate, resolveScopeRows, printSection, buildSummaryRows, buildPocketRows, buildQualityRows, tickProgressBarTo, searchPhaseLabels, hasCliOption2, main3;
 var init_aiPocketSearch2 = __esm({
   "src/scripts/aiPocketSearch.ts"() {
     "use strict";
@@ -4344,6 +4375,7 @@ var init_aiPocketSearch2 = __esm({
     import_progress2 = __toESM(require("progress"));
     import_ai3 = require("@tradejs/infra/ai");
     import_ai4 = require("@tradejs/node/ai");
+    import_registry = require("@tradejs/node/registry");
     init_aiTrainDataset();
     init_aiTrainMetrics();
     init_aiTrainOptions();
@@ -5057,7 +5089,7 @@ var init_aiPocketSearch2 = __esm({
       const explicitReportFile = String(flags3.reportFile || "").trim();
       const generatedAt = Date.now();
       const excludedFeaturePaths = /* @__PURE__ */ new Map();
-      await (0, import_ai4.ensureAiStrategyPluginsLoaded)();
+      await (0, import_registry.ensureStrategyPluginsLoaded)();
       const filePaths = await resolveMergedDatasetFiles({
         outDir,
         strategyName,
@@ -6856,7 +6888,7 @@ var aiTrain_exports = {};
 __export(aiTrain_exports, {
   main: () => main4
 });
-var import_args4, import_chalk5, import_promises7, import_path3, import_progress3, import_constants3, import_ai5, import_strategyReleaseEvidence, import_redis3, import_ai6, import_constants4, ListIt3, flags4, createListIt3, createTable3, formatRatio3, formatProfit2, formatMetricNumber, colorizeRatio2, colorizePercent, colorizeProfit2, colorizeMetricNumber, colorizeQuality, normalizeInt2, normalizePositiveInt2, normalizeNonNegativeNumber2, normalizeQuality2, isProfitableTrade, isAiApproval2, listMergedFiles2, deriveStrategyNameFromFile2, getMergedGroupId2, sortDatasetPartPaths2, resolveMergedDatasetFiles2, resolvePromptRunContext, getDeterministicGateContext, resolveDeterministicGateEvaluation, summarizeDeterministicGateEvaluations, printSection2, persistAiChartSnapshot, resolveDatasetFiles, getDatasetRowTimestamp2, findMaxSelectedTimestamp2, main4;
+var import_args4, import_chalk5, import_promises7, import_path3, import_progress3, import_constants3, import_ai5, import_strategyReleaseEvidence, import_redis3, import_ai6, import_registry2, import_constants4, ListIt3, flags4, createListIt3, createTable3, formatRatio3, formatProfit2, formatMetricNumber, colorizeRatio2, colorizePercent, colorizeProfit2, colorizeMetricNumber, colorizeQuality, normalizeInt2, normalizePositiveInt2, normalizeNonNegativeNumber2, normalizeQuality2, isProfitableTrade, isAiApproval2, listMergedFiles2, deriveStrategyNameFromFile2, getMergedGroupId2, sortDatasetPartPaths2, resolveMergedDatasetFiles2, resolvePromptRunContext, getDeterministicGateContext, resolveDeterministicGateEvaluation, summarizeDeterministicGateEvaluations, printSection2, persistAiChartSnapshot, resolveDatasetFiles, getDatasetRowTimestamp2, findMaxSelectedTimestamp2, main4;
 var init_aiTrain = __esm({
   "src/scripts/aiTrain.ts"() {
     "use strict";
@@ -6870,6 +6902,7 @@ var init_aiTrain = __esm({
     import_strategyReleaseEvidence = require("@tradejs/infra/strategyReleaseEvidence");
     import_redis3 = require("@tradejs/infra/redis");
     import_ai6 = require("@tradejs/node/ai");
+    import_registry2 = require("@tradejs/node/registry");
     import_constants4 = require("@tradejs/node/constants");
     init_aiTrainCharts();
     init_aiTrainMetrics();
@@ -6911,6 +6944,11 @@ var init_aiTrain = __esm({
       "Minimum AI quality required to approve entry",
       4
     );
+    import_args4.default.option(
+      ["Y", "directionPolicy"],
+      "Evidence label for the enforced gate policy: both, long_only, short_only, or direction_aware",
+      "both"
+    );
     import_args4.default.option(
       ["l", "localOnly"],
       "Replay deterministic adapter gate without AI provider calls",
@@ -7301,6 +7339,7 @@ var init_aiTrain = __esm({
       });
       const qualityThresholds = parseQualityThresholds(flags4.qualityThresholds);
       const terminalWindowDays = parseTerminalWindowDays(flags4.terminalWindows);
+      const directionPolicy = parseAiTrainDirectionPolicy(flags4.directionPolicy);
       const dumpEvaluationsPath = String(flags4.dumpEvaluations || "").trim();
       const dumpFeatureMode = parseDumpFeatureMode(flags4.dumpFeatures);
       if (dumpFeatureMode !== "none" && !dumpEvaluationsPath) {
@@ -7322,7 +7361,7 @@ var init_aiTrain = __esm({
       const userName2 = String(flags4.user || "root").trim() || "root";
       const model = String(flags4.model || import_ai6.DEFAULT_AI_MODEL).trim() || import_ai6.DEFAULT_AI_MODEL;
       const parallel = normalizePositiveInt2(flags4.parallel, import_constants4.AI_CONCURRENCY_LIMIT);
-      await (0, import_ai6.ensureAiStrategyPluginsLoaded)();
+      await (0, import_registry2.ensureStrategyPluginsLoaded)();
       const filePaths = await resolveDatasetFiles();
       const datasetId = getMergedGroupId2(filePaths[0] || "")?.mergeId;
       const { totalRows, selectedRows } = await (0, import_ai5.countAiDatasetRows)({
@@ -7515,18 +7554,29 @@ var init_aiTrain = __esm({
         finalEvaluations,
         terminalWindowDays
       );
-      const topRejectReasons = summarizeAiTrainRejectReasons(finalEvaluations);
-      const lineage = await buildAiTrainLineage({
-        projectRoot: String(process.env.PROJECT_CWD || process.cwd()).trim() || process.cwd(),
-        strategyName,
-        configIds: finalEvaluations.map((evaluation) => evaluation.configId),
-        sourceSha256s: await Promise.all(filePaths.map(import_strategyReleaseEvidence.strategyEvidenceFileSha256)),
-        runContext: {
-          mode: localOnly ? "local-deterministic" : "llm",
-          model: localOnly ? "local-deterministic" : model,
-          minQuality
-        }
+      assertAiTrainDirectionPolicy({
+        directionPolicy,
+        byDirection: directionSummaries,
+        terminalWindows
       });
+      const topRejectReasons = summarizeAiTrainRejectReasons(finalEvaluations);
+      const lineage = {
+        ...await buildAiTrainLineage({
+          projectRoot: String(process.env.PROJECT_CWD || process.cwd()).trim() || process.cwd(),
+          strategyName,
+          configIds: finalEvaluations.map((evaluation) => evaluation.configId),
+          sourceSha256s: await Promise.all(
+            filePaths.map(import_strategyReleaseEvidence.strategyEvidenceFileSha256)
+          ),
+          runContext: {
+            mode: localOnly ? "local-deterministic" : "llm",
+            model: localOnly ? "local-deterministic" : model,
+            minQuality,
+            directionPolicy
+          }
+        }),
+        directionPolicy
+      };
       const evaluated = summary.correct + summary.incorrect;
       const result = {
         run: {
@@ -7548,7 +7598,8 @@ var init_aiTrain = __esm({
           model: localOnly ? "local-deterministic" : model,
           parallel: concurrency,
           dumpFeatures: dumpFeatureMode,
-          terminalWindows: terminalWindowDays
+          terminalWindows: terminalWindowDays,
+          directionPolicy
         },
         outcome: summary,
         byDirection: directionSummaries,
@@ -11495,13 +11546,13 @@ var init_hyperliquidWhaleBackfill = __esm({
 });
 
 // src/lib/marketContextPrepare.ts
-var import_chalk9, import_marketContext3, import_registry, uniqueReasons, shouldPrepareDerivativesContextForRun, shouldPrepareBinanceMarketContextForRun, shouldPrepareCoinMarketCapContextForRun, shouldPrepareHyperliquidWhaleContextForRun, resolveCoreContextSources, resolveMarketContextRunRequirements, resolveCoinMarketCapBackfillForMode, buildCoinMarketCapBackfillParams, buildBinanceMarketBackfillParams, buildDerivativesBackfillParams, prepareMarketContextForRun;
+var import_chalk9, import_marketContext3, import_registry3, uniqueReasons, shouldPrepareDerivativesContextForRun, shouldPrepareBinanceMarketContextForRun, shouldPrepareCoinMarketCapContextForRun, shouldPrepareHyperliquidWhaleContextForRun, resolveCoreContextSources, resolveMarketContextRunRequirements, resolveCoinMarketCapBackfillForMode, buildCoinMarketCapBackfillParams, buildBinanceMarketBackfillParams, buildDerivativesBackfillParams, prepareMarketContextForRun;
 var init_marketContextPrepare = __esm({
   "src/lib/marketContextPrepare.ts"() {
     "use strict";
     import_chalk9 = __toESM(require("chalk"));
     import_marketContext3 = require("@tradejs/infra/timescale/marketContext");
-    import_registry = require("@tradejs/node/registry");
+    import_registry3 = require("@tradejs/node/registry");
     init_binanceMarketContextBackfill();
     init_derivativesContextBackfill();
     init_coinMarketCapContextBackfill();
@@ -11579,11 +11630,11 @@ var init_marketContextPrepare = __esm({
     resolveCoreContextSources = async (params) => {
       const strategyNames = [...new Set(params.strategyNames ?? [])];
       if (!strategyNames.length) return [];
-      await (0, import_registry.ensureStrategyPluginsLoaded)(params.projectRoot);
+      await (0, import_registry3.ensureStrategyPluginsLoaded)(params.projectRoot);
       return [
         ...new Set(
           strategyNames.flatMap(
-            (strategyName) => (0, import_registry.getStrategyManifest)(strategyName, params.projectRoot)?.contextRequirements?.core ?? []
+            (strategyName) => (0, import_registry3.getStrategyManifest)(strategyName, params.projectRoot)?.contextRequirements?.core ?? []
           )
         )
       ];
@@ -21566,7 +21617,7 @@ var init_comparison = __esm({
 });
 
 // src/lib/coreResearch/dataset.ts
-var import_node_crypto8, import_node_fs4, import_node_path10, import_node_readline, asRecord3, finiteNumber4, normalizeDirection, findStrategySetupIdentity, classifyBreadth, classifyDerivatives, resolveCoreResearchRegime, normalizeCompletedTrade, completedTradeIdentity, compareText, compareTrades, readCoreResearchVariant;
+var import_node_crypto8, import_node_fs4, import_node_path10, import_node_readline, asRecord3, finiteNumber4, normalizeDirection, findStrategySetupIdentity, classifyBreadth, classifyDerivatives, resolveCoreResearchRegime, normalizeCompletedTrade, completedTradeIdentity, positionCycleIdentity, sumBy, weightedPrice, aggregatePositionCycles, compareText, compareTrades, readCoreResearchVariant;
 var init_dataset = __esm({
   "src/lib/coreResearch/dataset.ts"() {
     "use strict";
@@ -21687,6 +21738,7 @@ var init_dataset = __esm({
         runId: row.backtestRunId ?? null,
         configId: row.configId?.trim() || "<missing-config-id>",
         signalId,
+        positionCycleId: typeof result.positionCycleId === "string" && result.positionCycleId.trim() ? result.positionCycleId.trim() : null,
         setupIdentity,
         setupIdentitySource: explicitIdentity ? "research.setupIdentity" : strategyIdentity ? "strategy-context" : "signal-time-fallback",
         strategy: row.strategyName,
@@ -21710,6 +21762,69 @@ var init_dataset = __esm({
       };
     };
     completedTradeIdentity = (trade) => [trade.runId ?? "", trade.configId, trade.signalId, trade.symbol].join("|");
+    positionCycleIdentity = (trade) => trade.positionCycleId ? [
+      trade.runId ?? "",
+      trade.configId,
+      trade.strategy,
+      trade.symbol,
+      trade.direction,
+      trade.positionCycleId
+    ].join("|") : null;
+    sumBy = (trades, select) => trades.reduce((sum3, trade) => sum3 + select(trade), 0);
+    weightedPrice = (trades, select) => {
+      const withPrice = trades.filter((trade) => select(trade) != null);
+      const qty = sumBy(withPrice, (trade) => trade.qty);
+      if (qty <= 0) return null;
+      return sumBy(withPrice, (trade) => Number(select(trade)) * trade.qty) / qty;
+    };
+    aggregatePositionCycles = (trades) => {
+      const standalone = [];
+      const cycles = /* @__PURE__ */ new Map();
+      for (const trade of trades) {
+        const identity = positionCycleIdentity(trade);
+        if (!identity) {
+          standalone.push(trade);
+          continue;
+        }
+        const cycle = cycles.get(identity) ?? [];
+        cycle.push(trade);
+        cycles.set(identity, cycle);
+      }
+      for (const [identity, cycle] of cycles) {
+        const primaryRows = cycle.filter(
+          (trade) => trade.signalId === trade.positionCycleId
+        );
+        if (primaryRows.length !== 1) {
+          throw new Error(
+            `Position cycle ${identity} must contain exactly one opening row; found ${primaryRows.length}`
+          );
+        }
+        const primary = primaryRows[0];
+        if (cycle.some(
+          (trade) => trade.exitTimestamp !== primary.exitTimestamp || trade.exitReason !== primary.exitReason
+        )) {
+          throw new Error(
+            `Position cycle ${identity} contains inconsistent final exits`
+          );
+        }
+        if (cycle.length === 1) {
+          standalone.push(primary);
+          continue;
+        }
+        standalone.push({
+          ...primary,
+          entryTimestamp: Math.min(...cycle.map((trade) => trade.entryTimestamp)),
+          entryPrice: weightedPrice(cycle, (trade) => trade.entryPrice) ?? 0,
+          exitPrice: weightedPrice(cycle, (trade) => trade.exitPrice),
+          qty: sumBy(cycle, (trade) => trade.qty),
+          netProfit: sumBy(cycle, (trade) => trade.netProfit),
+          grossProfit: sumBy(cycle, (trade) => trade.grossProfit),
+          totalFee: sumBy(cycle, (trade) => trade.totalFee),
+          totalSlippageCost: sumBy(cycle, (trade) => trade.totalSlippageCost)
+        });
+      }
+      return standalone;
+    };
     compareText = (left, right) => left < right ? -1 : left > right ? 1 : 0;
     compareTrades = (left, right) => left.exitTimestamp - right.exitTimestamp || compareText(left.symbol, right.symbol) || compareText(left.direction, right.direction) || compareText(left.signalId, right.signalId) || compareText(left.sourceFile, right.sourceFile) || left.sourceLine - right.sourceLine;
     readCoreResearchVariant = async (variant) => {
@@ -21786,7 +21901,7 @@ var init_dataset = __esm({
         variant,
         files: sources,
         duplicateRowsDropped,
-        trades: trades.sort(compareTrades)
+        trades: aggregatePositionCycles(trades).sort(compareTrades)
       };
     };
   }
@@ -22293,13 +22408,17 @@ var init_orchestrator = __esm({
       const loaded = await Promise.all(
         analysisSpec.variants.map(readCoreResearchVariant)
       );
+      const periodDays = (spec.window.end - spec.window.start) / DAY_MS11;
       const windowed = loaded.map((entry) => ({
         ...entry,
+        reconciliationMetrics: summarizeCoreResearchCohorts(
+          entry.trades,
+          periodDays
+        ).ALL,
         trades: entry.trades.filter(
           (trade) => trade.exitTimestamp >= spec.window.start && trade.exitTimestamp < spec.window.end
         )
       }));
-      const periodDays = (spec.window.end - spec.window.start) / DAY_MS11;
       const analyses = await Promise.all(
         windowed.map(async (entry) => ({
           variant: entry.variant,
@@ -22357,12 +22476,9 @@ var init_orchestrator = __esm({
           reconciliation: await reconcileCoreResearchVariant({
             variant: entry.variant,
             spec,
-            exportMetrics: summarizeCoreResearchWindow({
-              trades: entry.trades,
-              label: "full",
-              start: spec.window.start,
-              end: spec.window.end
-            }).cohorts.ALL
+            // Redis result.stat includes the runner's terminal close at window.end.
+            // Keep half-open research metrics, but reconcile the complete run export.
+            exportMetrics: entry.reconciliationMetrics
           }),
           supplemental: {
             coldStart: Object.fromEntries(
@@ -25948,9 +26064,10 @@ async function collectReleaseEvidenceReferences(references) {
         if (reference.kind === "ai_gate") {
           const outcome = nested(artifact.outcome);
           const approvedRisk = nested(outcome?.approvedRisk);
-          const terminalWindows = array(
-            nested(artifact.research)?.terminalWindows
-          ).map(nested).filter((entry) => entry != null);
+          const run = nested(artifact.run);
+          const research = nested(artifact.research);
+          const researchLineage = nested(research?.lineage);
+          const terminalWindows = array(research?.terminalWindows).map(nested).filter((entry) => entry != null);
           const hasLongShortDirections = (value) => {
             const directions = new Map(
               array(value).map(nested).filter(
@@ -25964,6 +26081,22 @@ async function collectReleaseEvidenceReferences(references) {
           const directionalEvidenceComplete = hasLongShortDirections(artifact.byDirection) && terminalWindows.every(
             (window) => hasLongShortDirections(window.byDirection)
           );
+          const directionPolicy = finiteDirectionPolicy(researchLineage?.directionPolicy) ?? "both";
+          const runDirectionPolicy = finiteDirectionPolicy(run?.directionPolicy) ?? "both";
+          const suppressedDirection = directionPolicy === "long_only" ? "SHORT" : directionPolicy === "short_only" ? "LONG" : null;
+          const approvedForDirection = (value, direction) => {
+            const entry = array(value).map(nested).find((candidate) => candidate?.direction === direction);
+            return Number(nested(entry?.summary)?.approved ?? Number.NaN);
+          };
+          const directionPolicyValid = runDirectionPolicy === directionPolicy && (suppressedDirection == null || approvedForDirection(
+            artifact.byDirection,
+            suppressedDirection
+          ) === 0 && terminalWindows.every(
+            (window) => approvedForDirection(
+              window.byDirection,
+              suppressedDirection
+            ) === 0
+          ));
           const terminalsPass = terminalWindows.length > 0 && terminalWindows.every((window) => {
             const terminalOutcome = nested(window.outcome);
             return window.complete === true && Number(terminalOutcome?.approved ?? 0) > 0 && Number(
@@ -25971,7 +26104,7 @@ async function collectReleaseEvidenceReferences(references) {
             ) > 0;
           });
           return {
-            aiGateAddsValue: Number(outcome?.expectancyDelta ?? Number.NEGATIVE_INFINITY) > 0 && Number(approvedRisk?.totalProfit ?? Number.NEGATIVE_INFINITY) > 0 && Number(approvedRisk?.profitFactor ?? Number.NEGATIVE_INFINITY) > 1 && directionalEvidenceComplete && terminalsPass
+            aiGateAddsValue: Number(outcome?.expectancyDelta ?? Number.NEGATIVE_INFINITY) > 0 && Number(approvedRisk?.totalProfit ?? Number.NEGATIVE_INFINITY) > 0 && Number(approvedRisk?.profitFactor ?? Number.NEGATIVE_INFINITY) > 1 && directionalEvidenceComplete && directionPolicyValid && terminalsPass
           };
         }
         if (reference.kind === "runtime_parity") {
@@ -26006,7 +26139,7 @@ async function collectReleaseEvidenceReferences(references) {
     })
   );
 }
-var import_node_crypto12, import_promises25, import_node_path20, import_types9, import_strategyReleaseEvidence3, SHA256_RE2, LINEAGE_FINGERPRINT_RE, DAY_MS12, REQUIRED_LONG_WINDOWS, REQUIRED_STABLE_TERMINAL_WINDOWS, MIN_RECENT_DIRECTION_REPAIR_TRADES, safeSegment3, compactTimestamp2, verifyFullPeriodChartArtifact, hasExactRuntimeTarget, deriveStrategyReleaseResearchDecision, canonicalStrategyReleaseJson, strategyReleaseSha256, assertFingerprint, assertLineageFingerprint, releaseReasons, deriveReleaseGates, verifyEvidenceComposition, createStrategyReleaseManifest, createStrategyReleaseEnvelope, verifyStrategyReleaseEnvelope, verifyStrategyEvidenceMarkerEnvelope, releaseMarkers, writeJsonAtomic2, publishStrategyRelease, buildStrategyLiveDiagnosis, buildStrategyLiveDiagnosisFromScorecard, realizedDrawdown, lowerBoundExitTimestamp, percentile2, buildStrategyMonitoringProfile, publishStrategyLiveDiagnosis, planStrategyEvidenceRetention, finiteString3, finiteNumber6, uniqueStrings, incompleteEvidenceLineage, extractEvidenceLineage, verifyCompletedCoreResearchBundle;
+var import_node_crypto12, import_promises25, import_node_path20, import_types9, import_strategyReleaseEvidence3, SHA256_RE2, LINEAGE_FINGERPRINT_RE, DAY_MS12, REQUIRED_LONG_WINDOWS, REQUIRED_STABLE_TERMINAL_WINDOWS, MIN_RECENT_DIRECTION_REPAIR_TRADES, safeSegment3, compactTimestamp2, verifyFullPeriodChartArtifact, hasExactRuntimeTarget, deriveStrategyReleaseResearchDecision, canonicalStrategyReleaseJson, strategyReleaseSha256, assertFingerprint, assertLineageFingerprint, releaseReasons, deriveReleaseGates, verifyEvidenceComposition, createStrategyReleaseManifest, createStrategyReleaseEnvelope, verifyStrategyReleaseEnvelope, verifyStrategyEvidenceMarkerEnvelope, releaseMarkers, writeJsonAtomic2, publishStrategyRelease, buildStrategyLiveDiagnosis, buildStrategyLiveDiagnosisFromScorecard, realizedDrawdown, lowerBoundExitTimestamp, percentile2, buildStrategyMonitoringProfile, publishStrategyLiveDiagnosis, planStrategyEvidenceRetention, finiteString3, finiteNumber6, finiteDirectionPolicy, uniqueStrings, incompleteEvidenceLineage, extractEvidenceLineage, verifyCompletedCoreResearchBundle;
 var init_strategyRelease = __esm({
   "src/lib/strategyRelease.ts"() {
     "use strict";
@@ -26044,6 +26177,12 @@ var init_strategyRelease = __esm({
     );
     deriveStrategyReleaseResearchDecision = async (input) => {
       const blockers = [];
+      const directionPolicy = input.directionPolicy ?? "both";
+      const activeDirections = directionPolicy === "long_only" ? ["long"] : directionPolicy === "short_only" ? ["short"] : ["long", "short"];
+      const suppressedDirection = directionPolicy === "long_only" ? "short" : directionPolicy === "short_only" ? "long" : null;
+      const hasHistoricalEdge = (entry) => entry.pnl > 0 && entry.profitFactor >= 1 && activeDirections.every(
+        (direction) => entry[direction].pnl > 0 && entry[direction].profitFactor >= 1
+      ) && (suppressedDirection == null || entry[suppressedDirection].trades === 0 && entry[suppressedDirection].pnl === 0);
       const byDays = new Map(
         input.historicalWindows.map((entry) => [entry.days, entry])
       );
@@ -26056,17 +26195,13 @@ var init_strategyRelease = __esm({
       const longWindows = REQUIRED_LONG_WINDOWS.map(
         (days) => byDays.get(days)
       ).filter((entry) => Boolean(entry));
-      if (longWindows.some(
-        (entry) => entry.pnl <= 0 || entry.profitFactor < 1 || entry.long.pnl <= 0 || entry.long.profitFactor < 1 || entry.short.pnl <= 0 || entry.short.profitFactor < 1
-      )) {
+      if (longWindows.some((entry) => !hasHistoricalEdge(entry))) {
         blockers.push("HISTORICAL_EDGE_FAILED");
       }
       const stableTerminalWindows = REQUIRED_STABLE_TERMINAL_WINDOWS.map(
         (days) => byDays.get(days)
       ).filter((entry) => Boolean(entry));
-      if (stableTerminalWindows.some(
-        (entry) => entry.pnl <= 0 || entry.profitFactor < 1 || entry.long.pnl <= 0 || entry.long.profitFactor < 1 || entry.short.pnl <= 0 || entry.short.profitFactor < 1
-      )) {
+      if (stableTerminalWindows.some((entry) => !hasHistoricalEdge(entry))) {
         blockers.push("HISTORICAL_EDGE_FAILED");
       }
       if (blockers.length) {
@@ -26078,7 +26213,7 @@ var init_strategyRelease = __esm({
           maxLossValue: null,
           requiresRuntimeBinding: false,
           blockers,
-          summary: "The final composition does not have complete positive ALL/LONG/SHORT evidence on the frozen 3y/4y/max-window matrix."
+          summary: `The final ${directionPolicy} composition does not have complete positive evidence for ALL and every active direction on the frozen 3y/4y/max-window matrix.`
         };
       }
       const repairAllowed = Boolean(
@@ -26202,6 +26337,7 @@ var init_strategyRelease = __esm({
       };
     };
     verifyEvidenceComposition = (strategy, composition, evidence) => {
+      const directionPolicy = composition.directionPolicy ?? "both";
       const requireEqual = (actual, expected, label, artifactId) => assert2(
         actual === expected,
         `evidence ${artifactId} ${label} does not match the frozen composition`
@@ -26272,6 +26408,14 @@ var init_strategyRelease = __esm({
             "gateContextFingerprint",
             reference.artifactId
           );
+          if (directionPolicy !== "both" || lineage?.directionPolicy != null) {
+            requireEqual(
+              lineage?.directionPolicy,
+              directionPolicy,
+              "directionPolicy",
+              reference.artifactId
+            );
+          }
           assert2(
             lineage?.sourceSha256s.includes(composition.coreExportSha256),
             `evidence ${reference.artifactId} does not use the frozen core export`
@@ -26316,6 +26460,14 @@ var init_strategyRelease = __esm({
             "MAX_LOSS_VALUE",
             reference.artifactId
           );
+          if (directionPolicy !== "both" || lineage?.directionPolicy != null) {
+            requireEqual(
+              lineage?.directionPolicy,
+              directionPolicy,
+              "directionPolicy",
+              reference.artifactId
+            );
+          }
           continue;
         }
         if (reference.kind === "execution_calibration") {
@@ -26356,6 +26508,14 @@ var init_strategyRelease = __esm({
             "MAX_LOSS_VALUE",
             reference.artifactId
           );
+          if (directionPolicy !== "both" || lineage?.directionPolicy != null) {
+            requireEqual(
+              lineage?.directionPolicy,
+              directionPolicy,
+              "directionPolicy",
+              reference.artifactId
+            );
+          }
         }
       }
     };
@@ -26391,6 +26551,12 @@ var init_strategyRelease = __esm({
         input.composition.longEnabled && input.composition.shortEnabled,
         "LONG and SHORT must both remain enabled"
       );
+      assert2(
+        input.composition.directionPolicy == null || ["both", "long_only", "short_only", "direction_aware"].includes(
+          input.composition.directionPolicy
+        ),
+        "composition.directionPolicy is invalid"
+      );
       assert2(
         Number.isInteger(input.monitoring.minimumProspectiveClosedTrades) && input.monitoring.minimumProspectiveClosedTrades > 0,
         "monitoring.minimumProspectiveClosedTrades must be positive"
@@ -26455,7 +26621,8 @@ var init_strategyRelease = __esm({
         gateFingerprint: input.composition.gateFingerprint,
         gateContextFingerprint: input.composition.gateContextFingerprint,
         runtimeContextFingerprint: input.composition.runtimeContextFingerprint,
-        maxLossValue: input.composition.maxLossValue
+        maxLossValue: input.composition.maxLossValue,
+        ...input.composition.directionPolicy == null ? {} : { directionPolicy: input.composition.directionPolicy }
       };
       const compositionId = `${safeSegment3(input.strategy, "strategy")}_${strategyReleaseSha256(compositionIdentity).slice(0, 16)}`;
       const reasons = releaseReasons({ ...input, gates: evidenceGates });
@@ -26545,7 +26712,8 @@ var init_strategyRelease = __esm({
           runtimeContextFingerprint: manifest.composition.runtimeContextFingerprint,
           maxLossValue: manifest.composition.maxLossValue,
           longEnabled: manifest.composition.longEnabled,
-          shortEnabled: manifest.composition.shortEnabled
+          shortEnabled: manifest.composition.shortEnabled,
+          directionPolicy: manifest.composition.directionPolicy
         },
         marketWindow: manifest.marketWindow,
         researchBudget: manifest.researchBudget,
@@ -26969,6 +27137,7 @@ var init_strategyRelease = __esm({
       const number = Number(value);
       return Number.isFinite(number) ? number : null;
     };
+    finiteDirectionPolicy = (value) => ["both", "long_only", "short_only", "direction_aware"].includes(String(value)) ? value : null;
     uniqueStrings = (values) => [
       ...new Set(
         values.map(finiteString3).filter((value) => value != null)
@@ -26985,6 +27154,7 @@ var init_strategyRelease = __esm({
       gateContextFingerprint: null,
       runtimeContextFingerprint: null,
       maxLossValue: null,
+      directionPolicy: null,
       sourceSha256s: []
     });
     extractEvidenceLineage = ({
@@ -27047,6 +27217,7 @@ var init_strategyRelease = __esm({
           gateConfigIdsFingerprint: finiteString3(lineage?.configIdsFingerprint),
           gateFingerprint: finiteString3(lineage?.gateFingerprint),
           gateContextFingerprint: finiteString3(lineage?.contextFingerprint),
+          directionPolicy: finiteDirectionPolicy(lineage?.directionPolicy),
           sourceSha256s: uniqueStrings(array(lineage?.sourceSha256s))
         };
       }
@@ -27082,7 +27253,8 @@ var init_strategyRelease = __esm({
           gateFingerprint: one("gateFingerprint"),
           runtimeConfigFingerprint: one("configFingerprint"),
           runtimeContextFingerprint: one("contextFingerprint"),
-          maxLossValue: maxLossValues.length === 1 ? maxLossValues[0] : null
+          maxLossValue: maxLossValues.length === 1 ? maxLossValues[0] : null,
+          directionPolicy: finiteDirectionPolicy(one("directionPolicy"))
         };
       }
       if (reference.kind === "execution_calibration") {
@@ -27119,6 +27291,7 @@ var init_strategyRelease = __esm({
           runtimeConfigFingerprint: one("configFingerprint"),
           runtimeContextFingerprint: one("contextFingerprint"),
           maxLossValue: maxLossValues.length === 1 ? maxLossValues[0] : null,
+          directionPolicy: finiteDirectionPolicy(one("directionPolicy")),
           sourceSha256s: uniqueStrings([
             ...array(nested(artifact.sources)?.sha256s),
             ...array(artifact.sourceSha256s)