alpha-engine-lib 0.43.0__tar.gz → 0.45.0__tar.gz

{alpha_engine_lib-0.43.0 → alpha_engine_lib-0.45.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: alpha-engine-lib
-Version: 0.43.0
+Version: 0.45.0
 Summary: Shared utilities for the Alpha Engine modules: preflight, logging, ArcticDB, dates, decision capture, cost telemetry, Anthropic payload chokepoint, artifact freshness, RAG, agent schemas, SSM secrets, Telegram + SNS alerts, EC2 spot resilience, SSM log-capture, SSM dispatcher, Step-Functions execution-state projection, and S3-conditional-PUT writer locks. Full surface documented in README.
 Author: Brian McMahon
 License: Proprietary

{alpha_engine_lib-0.43.0 → alpha_engine_lib-0.45.0}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "alpha-engine-lib"
-version = "0.43.0"
+version = "0.45.0"
 description = "Shared utilities for the Alpha Engine modules: preflight, logging, ArcticDB, dates, decision capture, cost telemetry, Anthropic payload chokepoint, artifact freshness, RAG, agent schemas, SSM secrets, Telegram + SNS alerts, EC2 spot resilience, SSM log-capture, SSM dispatcher, Step-Functions execution-state projection, and S3-conditional-PUT writer locks. Full surface documented in README."
 readme = "README.md"
 # EC2 still runs Python 3.9 on the always-on micro instance (boto3 drops

{alpha_engine_lib-0.43.0 → alpha_engine_lib-0.45.0}/src/alpha_engine_lib/__init__.py

@@ -1,3 +1,3 @@
 """alpha-engine-lib — shared utilities for Alpha Engine modules."""
 
-__version__ = "0.43.0"
+__version__ = "0.45.0"

{alpha_engine_lib-0.43.0 → alpha_engine_lib-0.45.0}/src/alpha_engine_lib/artifact_freshness.py

@@ -71,6 +71,7 @@ ships the freshness-monitor Lambda that wires the two together.
 
 from __future__ import annotations
 
+from collections.abc import Iterable
 from dataclasses import dataclass, field
 from datetime import date, datetime, timedelta, timezone
 from typing import Any, Final, Literal
@@ -596,3 +597,159 @@ def _cycle_length_seconds(spec: ArtifactSpec) -> float:
         assert spec.interval_minutes is not None
         return spec.interval_minutes * 60
     raise ValueError(f"unknown cadence {spec.cadence!r}")
+
+
+# ── Per-cycle completion rollup ───────────────────────────────────────────────
+
+
+CycleState = Literal["complete", "incomplete", "indeterminate"]
+
+
+@dataclass
+class CycleCompletion:
+    """Per-cycle completion verdict — the artifact-union judgment.
+
+    Aggregates the per-artifact :class:`CheckResult` rows for one
+    execution cycle into a single verdict over the *required* set
+    (the ``severity="critical"`` rows). Answers the question the
+    raw orchestrator status cannot on a recovery-stitched run: *did
+    this cycle actually deliver every load-bearing artifact?*
+
+    Recovery substitution is already folded in upstream — a
+    canonical-missing artifact rescued by its ``recovery_key_template``
+    arrives here as ``state="fresh"``. So this rollup judges the
+    execution UNION without re-HEADing anything.
+
+    Attributes:
+        state: ``"complete"`` ⇒ every required artifact is present +
+            valid (``fresh``, or suppressed by ``grace_period``).
+            ``"incomplete"`` ⇒ at least one required artifact is
+            ``missing`` / ``stale`` (a real delivery gap).
+            ``"indeterminate"`` ⇒ no real gap, but at least one probe
+            ``probe_failed`` (the monitor itself is broken, so the
+            cycle can't be confirmed). A real gap outranks an
+            indeterminate probe.
+        complete: ``True`` iff ``state == "complete"``.
+        cycle_label: The cycle's window label (e.g. ``"2026-W22"``),
+            for reporting. Informational — the caller passes it.
+        n_required: Count of ``severity="critical"`` artifacts judged.
+        n_satisfied: Count present + valid (``fresh`` + ``grace_period``).
+        missing / stale / probe_failed / grace_period: ``artifact_id``
+            localization lists — which artifacts landed in each state.
+        reason: Human-readable summary; routed to the report surface.
+    """
+
+    state: CycleState
+    complete: bool
+    cycle_label: str | None = None
+    n_required: int = 0
+    n_satisfied: int = 0
+    missing: list[str] = field(default_factory=list)
+    stale: list[str] = field(default_factory=list)
+    probe_failed: list[str] = field(default_factory=list)
+    grace_period: list[str] = field(default_factory=list)
+    reason: str = ""
+
+
+def cycle_completion(
+    spec_results: Iterable[tuple[ArtifactSpec, CheckResult]],
+    *,
+    cycle_label: str | None = None,
+) -> CycleCompletion:
+    """Roll per-artifact freshness results up into one cycle verdict.
+
+    ``cycle_completion(C) = ∀ required artifact a: present(a@C) ∧ valid(a@C)``
+    over the execution UNION, where the required set is the
+    ``severity="critical"`` rows. Non-critical (``warning``) artifacts
+    are excluded — they inform per-artifact alerting but never gate the
+    cycle verdict.
+
+    Pure: consumes already-computed :class:`CheckResult` rows (as
+    ``(spec, result)`` pairs so there's no positional-pairing hazard)
+    and performs no I/O. Recovery substitution and the calendar-holiday
+    short-circuit are already reflected in each ``result.state`` by
+    :func:`check_freshness`, so a holiday cycle or a recovery-rescued
+    artifact both count as satisfied here.
+
+    State precedence: a real delivery gap (``missing`` / ``stale``)
+    outranks a broken probe (``probe_failed``) — a confirmed miss is
+    more actionable than an unconfirmable one. ``grace_period`` counts
+    as satisfied (the producer is newly onboarded; suppressed by design)
+    but is surfaced in its own list so the caller can see it.
+
+    An empty required set returns ``state="complete"`` (vacuous truth) —
+    a cycle with no critical artifacts cannot be incomplete.
+    """
+    required = [(s, r) for s, r in spec_results if s.severity == "critical"]
+
+    missing: list[str] = []
+    stale: list[str] = []
+    probe_failed: list[str] = []
+    grace_period: list[str] = []
+    satisfied = 0
+
+    for spec, res in required:
+        if res.state == "fresh":
+            satisfied += 1
+        elif res.state == "grace_period":
+            satisfied += 1
+            grace_period.append(spec.artifact_id)
+        elif res.state == "stale":
+            stale.append(spec.artifact_id)
+        elif res.state == "missing":
+            missing.append(spec.artifact_id)
+        elif res.state == "probe_failed":
+            probe_failed.append(spec.artifact_id)
+
+    n_required = len(required)
+
+    if missing or stale:
+        gaps = []
+        if missing:
+            gaps.append(f"missing={missing}")
+        if stale:
+            gaps.append(f"stale={stale}")
+        return CycleCompletion(
+            state="incomplete",
+            complete=False,
+            cycle_label=cycle_label,
+            n_required=n_required,
+            n_satisfied=satisfied,
+            missing=missing,
+            stale=stale,
+            probe_failed=probe_failed,
+            grace_period=grace_period,
+            reason=(
+                f"cycle incomplete: {satisfied}/{n_required} critical artifacts "
+                f"present+valid; " + "; ".join(gaps)
+            ),
+        )
+
+    if probe_failed:
+        return CycleCompletion(
+            state="indeterminate",
+            complete=False,
+            cycle_label=cycle_label,
+            n_required=n_required,
+            n_satisfied=satisfied,
+            probe_failed=probe_failed,
+            grace_period=grace_period,
+            reason=(
+                f"cycle indeterminate: monitor probe failed for {probe_failed} — "
+                f"cannot confirm cycle ({satisfied}/{n_required} confirmed fresh)"
+            ),
+        )
+
+    grace_note = f" ({len(grace_period)} in grace period)" if grace_period else ""
+    return CycleCompletion(
+        state="complete",
+        complete=True,
+        cycle_label=cycle_label,
+        n_required=n_required,
+        n_satisfied=satisfied,
+        grace_period=grace_period,
+        reason=(
+            f"cycle complete: all {n_required} critical artifacts present+valid"
+            + grace_note
+        ),
+    )

{alpha_engine_lib-0.43.0 → alpha_engine_lib-0.45.0}/src/alpha_engine_lib/pipeline_status/registry.py

@@ -69,6 +69,8 @@ WAIT_GROUPING: Final[dict[str, str]] = {
     "WaitForRAGIngestion": "RAGIngestion",
     "WaitForPredictorTraining": "PredictorTraining",
     "WaitForBacktester": "Backtester",
+    "WaitForPredictorBacktest": "PredictorBacktest",
+    "WaitForPortfolioOptimizerBacktest": "PortfolioOptimizerBacktest",
     "WaitForParity": "Parity",
     "WaitForEvaluator": "Evaluator",
     "WaitForSaturdayHealthCheck": "SaturdayHealthCheck",
@@ -254,6 +256,18 @@ STATE_TO_ARCHIVE_PAGE: Final[dict[str, Union[ArchivePageRef, ArtifactReason]]] =
         page="21_Backtester_Evaluator_Archive",
         artifact_label="Backtester consolidated report",
     ),
+    # L4472 phase-split (2026-05-31): the monolithic Backtester state was
+    # decomposed into Backtester (simulate) → PredictorBacktest → Portfolio-
+    # OptimizerBacktest. All three write into the same backtest/{date}/ prefix
+    # surfaced on the consolidated evaluator archive page.
+    "PredictorBacktest": ArchivePageRef(
+        page="21_Backtester_Evaluator_Archive",
+        artifact_label="Predictor backtest + Phase 4 report",
+    ),
+    "PortfolioOptimizerBacktest": ArchivePageRef(
+        page="21_Backtester_Evaluator_Archive",
+        artifact_label="Portfolio-optimizer / cov / gamma sweep report",
+    ),
     "Parity": ArchivePageRef(
         page="3_Analysis",
         artifact_label="Parity replay diff",

{alpha_engine_lib-0.43.0 → alpha_engine_lib-0.45.0}/src/alpha_engine_lib.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: alpha-engine-lib
-Version: 0.43.0
+Version: 0.45.0
 Summary: Shared utilities for the Alpha Engine modules: preflight, logging, ArcticDB, dates, decision capture, cost telemetry, Anthropic payload chokepoint, artifact freshness, RAG, agent schemas, SSM secrets, Telegram + SNS alerts, EC2 spot resilience, SSM log-capture, SSM dispatcher, Step-Functions execution-state projection, and S3-conditional-PUT writer locks. Full surface documented in README.
 Author: Brian McMahon
 License: Proprietary

{alpha_engine_lib-0.43.0 → alpha_engine_lib-0.45.0}/tests/test_artifact_freshness.py

@@ -41,7 +41,9 @@ from alpha_engine_lib.artifact_freshness import (
     ArtifactSpec,
     CADENCE_SYMBOLS,
     CheckResult,
+    CycleCompletion,
     check_freshness,
+    cycle_completion,
     resolve_current_cycle,
     resolve_dedup_key,
 )
@@ -510,3 +512,114 @@ def test_cadence_symbols_match_documented_set():
     assert CADENCE_SYMBOLS == frozenset(
         {"saturday_sf", "weekday_sf", "eod_sf", "continuous"}
     )
+
+
+# ── Per-cycle completion rollup (Phase 1b) ──────────────────────────────────
+
+
+def _critical(artifact_id: str) -> ArtifactSpec:
+    return _spec(artifact_id=artifact_id, severity="critical")
+
+
+def _warning(artifact_id: str) -> ArtifactSpec:
+    return _spec(artifact_id=artifact_id, severity="warning")
+
+
+def _res(state: str) -> CheckResult:
+    return CheckResult(state=state, reason=f"test {state}")
+
+
+class TestCycleCompletion:
+    def test_all_critical_fresh_is_complete(self):
+        pairs = [
+            (_critical("a"), _res("fresh")),
+            (_critical("b"), _res("fresh")),
+            (_critical("c"), _res("fresh")),
+        ]
+        v = cycle_completion(pairs, cycle_label="2026-W22")
+        assert isinstance(v, CycleCompletion)
+        assert v.state == "complete"
+        assert v.complete is True
+        assert v.n_required == 3
+        assert v.n_satisfied == 3
+        assert v.cycle_label == "2026-W22"
+
+    def test_one_missing_is_incomplete(self):
+        v = cycle_completion([
+            (_critical("a"), _res("fresh")),
+            (_critical("b"), _res("missing")),
+        ])
+        assert v.state == "incomplete"
+        assert v.complete is False
+        assert v.missing == ["b"]
+        assert v.n_satisfied == 1
+
+    def test_one_stale_is_incomplete(self):
+        v = cycle_completion([
+            (_critical("a"), _res("fresh")),
+            (_critical("b"), _res("stale")),
+        ])
+        assert v.state == "incomplete"
+        assert v.stale == ["b"]
+
+    def test_probe_failed_only_is_indeterminate(self):
+        v = cycle_completion([
+            (_critical("a"), _res("fresh")),
+            (_critical("b"), _res("probe_failed")),
+        ])
+        assert v.state == "indeterminate"
+        assert v.complete is False
+        assert v.probe_failed == ["b"]
+
+    def test_real_gap_outranks_probe_failure(self):
+        """A confirmed miss is more actionable than an unconfirmable probe."""
+        v = cycle_completion([
+            (_critical("a"), _res("missing")),
+            (_critical("b"), _res("probe_failed")),
+        ])
+        assert v.state == "incomplete"
+        assert v.missing == ["a"]
+        assert v.probe_failed == ["b"]  # still localized, but doesn't set the verdict
+
+    def test_grace_period_counts_as_satisfied(self):
+        v = cycle_completion([
+            (_critical("a"), _res("fresh")),
+            (_critical("b"), _res("grace_period")),
+        ])
+        assert v.state == "complete"
+        assert v.complete is True
+        assert v.n_satisfied == 2
+        assert v.grace_period == ["b"]
+
+    def test_warning_severity_excluded_from_required_set(self):
+        """A missing WARNING artifact must not fail the cycle — only
+        critical rows gate the completion verdict."""
+        v = cycle_completion([
+            (_critical("a"), _res("fresh")),
+            (_warning("b"), _res("missing")),
+        ])
+        assert v.state == "complete"
+        assert v.n_required == 1
+        assert v.missing == []
+
+    def test_empty_required_set_is_vacuously_complete(self):
+        v = cycle_completion([(_warning("a"), _res("missing"))])
+        assert v.state == "complete"
+        assert v.complete is True
+        assert v.n_required == 0
+
+    def test_mixed_states_incomplete_localizes_all_gaps(self):
+        v = cycle_completion([
+            (_critical("a"), _res("fresh")),
+            (_critical("b"), _res("grace_period")),
+            (_critical("c"), _res("missing")),
+            (_critical("d"), _res("stale")),
+            (_critical("e"), _res("probe_failed")),
+        ])
+        assert v.state == "incomplete"
+        assert v.n_required == 5
+        assert v.n_satisfied == 2  # fresh + grace_period
+        assert v.missing == ["c"]
+        assert v.stale == ["d"]
+        assert v.probe_failed == ["e"]
+        assert v.grace_period == ["b"]