Merge pull request 'docs: add top-level documentation hub index (#362)' (#367) from feature/issue-362-docs-index into feature/v3-session-policy-stream

Reviewed-on: #367

.gitea/PULL_REQUEST_TEMPLATE.md

@@ -41,12 +41,23 @@
 - [ ] `workflow/session-handover.md` 최신 엔트리가 현재 브랜치/당일(UTC) 기준으로 갱신됨
 - 최신 handover 엔트리 heading:
 
+## Docs Sync Gate (docs 파일 변경 시 필수)
+
+- [ ] `python3 scripts/validate_docs_sync.py` 통과 (`docs` 미변경 PR은 N/A 기재)
+
 ## Runtime Evidence
 
 - 시스템 실제 구동 커맨드:
 - 모니터링 로그 경로:
 - 이상 징후/이슈 링크:
 
+## READ-ONLY Approval (Required when touching READ-ONLY files)
+
+- Touched READ-ONLY files:
+- Human approval:
+- Test suite 1:
+- Test suite 2:
+
 ## Approval Gate
 
 - [ ] Static Verifier approval comment linked

.gitea/workflows/ci.yml

@@ -13,6 +13,8 @@ jobs:
     steps:
       - name: Checkout
         uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
 
       - name: Set up Python
         uses: actions/setup-python@v5
@@ -23,14 +25,31 @@ jobs:
         run: pip install ".[dev]"
 
       - name: Session handover gate
-        run: python3 scripts/session_handover_check.py --strict
+        run: python3 scripts/session_handover_check.py --strict --ci
 
       - name: Validate governance assets
-        run: python3 scripts/validate_governance_assets.py
+        env:
+          GOVERNANCE_PR_TITLE: ${{ github.event.pull_request.title }}
+          GOVERNANCE_PR_BODY: ${{ github.event.pull_request.body }}
+        run: |
+          RANGE=""
+          if [ "${{ github.event_name }}" = "pull_request" ] && [ -n "${{ github.event.pull_request.base.sha }}" ]; then
+            RANGE="${{ github.event.pull_request.base.sha }}...${{ github.sha }}"
+          elif [ -n "${{ github.event.before }}" ] && [ "${{ github.event.before }}" != "0000000000000000000000000000000000000000" ]; then
+            RANGE="${{ github.event.before }}...${{ github.sha }}"
+          fi
+          if [ -n "$RANGE" ]; then
+            python3 scripts/validate_governance_assets.py "$RANGE"
+          else
+            python3 scripts/validate_governance_assets.py
+          fi
 
       - name: Validate Ouroboros docs
         run: python3 scripts/validate_ouroboros_docs.py
 
+      - name: Validate docs sync
+        run: python3 scripts/validate_docs_sync.py
+
       - name: Lint
         run: ruff check src/ tests/
 

.github/workflows/ci.yml

@@ -22,14 +22,31 @@ jobs:
         run: pip install ".[dev]"
 
       - name: Session handover gate
-        run: python3 scripts/session_handover_check.py --strict
+        run: python3 scripts/session_handover_check.py --strict --ci
 
       - name: Validate governance assets
-        run: python3 scripts/validate_governance_assets.py
+        env:
+          GOVERNANCE_PR_TITLE: ${{ github.event.pull_request.title }}
+          GOVERNANCE_PR_BODY: ${{ github.event.pull_request.body }}
+        run: |
+          RANGE=""
+          if [ "${{ github.event_name }}" = "pull_request" ]; then
+            RANGE="${{ github.event.pull_request.base.sha }}...${{ github.sha }}"
+          elif [ "${{ github.event_name }}" = "push" ] && [ "${{ github.event.before }}" != "0000000000000000000000000000000000000000" ]; then
+            RANGE="${{ github.event.before }}...${{ github.sha }}"
+          fi
+          if [ -n "$RANGE" ]; then
+            python3 scripts/validate_governance_assets.py "$RANGE"
+          else
+            python3 scripts/validate_governance_assets.py
+          fi
 
       - name: Validate Ouroboros docs
         run: python3 scripts/validate_ouroboros_docs.py
 
+      - name: Validate docs sync
+        run: python3 scripts/validate_docs_sync.py
+
       - name: Lint
         run: ruff check src/ tests/
 

CLAUDE.md

@@ -81,12 +81,13 @@ SCANNER_TOP_N=3              # Max candidates per scan
 - **Evolution-ready** — Selection context logged for strategy optimization
 - **Fault-tolerant** — Falls back to static watchlist on API failure
 
-### Realtime Mode Only
+### Trading Mode Integration
 
-Smart Scanner runs in `TRADE_MODE=realtime` only. Daily mode uses static watchlists for batch efficiency.
+Smart Scanner runs in both `TRADE_MODE=realtime` and `daily` paths. On API failure, domestic stocks fall back to a static watchlist; overseas stocks fall back to a dynamic universe (active positions, recent holdings).
 
 ## Documentation
 
+- **[Documentation Hub](docs/README.md)** — Top-level doc routing and reading order
 - **[Workflow Guide](docs/workflow.md)** — Git workflow policy and agent-based development
 - **[Command Reference](docs/commands.md)** — Common failures, build commands, troubleshooting
 - **[Architecture](docs/architecture.md)** — System design, components, data flow
@@ -122,7 +123,7 @@ src/
 ├── broker/          # KIS API client (domestic + overseas)
 ├── context/         # L1-L7 hierarchical memory system
 ├── core/            # Risk manager (READ-ONLY)
-├── dashboard/       # FastAPI read-only monitoring (8 API endpoints)
+├── dashboard/       # FastAPI read-only monitoring (10 API endpoints)
 ├── data/            # External data integration (news, market data, calendar)
 ├── evolution/       # Self-improvement (optimizer, daily review, scorecard)
 ├── logging/         # Decision logger (audit trail)
@@ -133,7 +134,7 @@ src/
 ├── main.py          # Trading loop orchestrator
 └── config.py        # Settings (from .env)
 
-tests/               # 551 tests across 25 files
+tests/               # 998 tests across 41 files
 docs/                # Extended documentation
 ```
 

README.md

@@ -39,7 +39,7 @@ KIS(한국투자증권) API로 매매하고, Google Gemini로 판단하며, 자
 | 컨텍스트 | `src/context/` | L1-L7 계층형 메모리 시스템 |
 | 분석 | `src/analysis/` | RSI, ATR, Smart Volatility Scanner |
 | 알림 | `src/notifications/` | 텔레그램 양방향 (알림 + 9개 명령어) |
-| 대시보드 | `src/dashboard/` | FastAPI 읽기 전용 모니터링 (8개 API) |
+| 대시보드 | `src/dashboard/` | FastAPI 읽기 전용 모니터링 (10개 API) |
 | 진화 | `src/evolution/` | 전략 진화 + Daily Review + Scorecard |
 | 의사결정 로그 | `src/logging/` | 전체 거래 결정 감사 추적 |
 | 데이터 | `src/data/` | 뉴스, 시장 데이터, 경제 캘린더 연동 |
@@ -153,19 +153,16 @@ docker compose up -d ouroboros
 
 ## 테스트
 
-551개 테스트가 25개 파일에 걸쳐 구현되어 있습니다. 최소 커버리지 80%.
+998개 테스트가 41개 파일에 걸쳐 구현되어 있습니다. 최소 커버리지 80%.
 
 ```
-tests/test_scenario_engine.py    — 시나리오 매칭 (44개)
+tests/test_main.py               — 거래 루프 통합
-tests/test_data_integration.py   — 외부 데이터 연동 (38개)
+tests/test_scenario_engine.py    — 시나리오 매칭
-tests/test_pre_market_planner.py — 플레이북 생성 (37개)
+tests/test_pre_market_planner.py — 플레이북 생성
-tests/test_main.py               — 거래 루프 통합 (37개)
+tests/test_overseas_broker.py    — 해외 브로커
-tests/test_token_efficiency.py   — 토큰 최적화 (34개)
+tests/test_telegram_commands.py  — 텔레그램 명령어
-tests/test_strategy_models.py    — 전략 모델 검증 (33개)
+tests/test_telegram.py           — 텔레그램 알림
-tests/test_telegram_commands.py  — 텔레그램 명령어 (31개)
+... 외 35개 파일  ※ 파일별 수치는 CI 기준으로 변동 가능
-tests/test_latency_control.py    — 지연시간 제어 (30개)
-tests/test_telegram.py           — 텔레그램 알림 (25개)
-... 외 16개 파일
 ```
 
 **상세**: [docs/testing.md](docs/testing.md)
@@ -177,8 +174,8 @@ tests/test_telegram.py           — 텔레그램 알림 (25개)
 - **AI**: Google Gemini Pro
 - **DB**: SQLite (5개 테이블: trades, contexts, decision_logs, playbooks, context_metadata)
 - **대시보드**: FastAPI + uvicorn
-- **검증**: pytest + coverage (551 tests)
+- **검증**: pytest + coverage (998 tests)
-- **CI/CD**: GitHub Actions
+- **CI/CD**: Gitea CI (`.gitea/workflows/ci.yml`)
 - **배포**: Docker + Docker Compose
 
 ## 프로젝트 구조
@@ -212,7 +209,7 @@ The-Ouroboros/
 │   ├── config.py                # Pydantic 설정
 │   ├── db.py                    # SQLite 데이터베이스
 │   └── main.py                  # 비동기 거래 루프
-├── tests/                       # 551개 테스트 (25개 파일)
+├── tests/                       # 998개 테스트 (41개 파일)
 ├── Dockerfile                   # 멀티스테이지 빌드
 ├── docker-compose.yml           # 서비스 오케스트레이션
 └── pyproject.toml               # 의존성 및 도구 설정
@@ -220,6 +217,7 @@ The-Ouroboros/
 
 ## 문서
 
+- **[문서 허브](docs/README.md)** — 전체 문서 라우팅, 우선순위, 읽기 순서
 - **[아키텍처](docs/architecture.md)** — 시스템 설계, 컴포넌트, 데이터 흐름
 - **[테스트](docs/testing.md)** — 테스트 구조, 커버리지, 작성 가이드
 - **[명령어](docs/commands.md)** — CLI, Dashboard, Telegram 명령어

docs/README.md

@@ -0,0 +1,48 @@
+# Documentation Hub
+
+이 문서는 저장소 전체 문서의 상위 라우팅 허브입니다.
+세부 문서로 바로 들어가기 전에 아래 우선순위와 읽기 순서를 기준으로 이동하세요.
+
+## Priority (SSOT)
+
+1. 실행/협업 규칙 SSOT: [workflow.md](./workflow.md)
+2. 명령/장애 대응 SSOT: [commands.md](./commands.md)
+3. 테스트/검증 SSOT: [testing.md](./testing.md)
+4. 에이전트 제약 SSOT: [agents.md](./agents.md)
+5. 요구사항 추적 SSOT: [requirements-log.md](./requirements-log.md)
+6. Ouroboros 실행 문서 허브: [ouroboros/README.md](./ouroboros/README.md)
+
+## Recommended Reading Order
+
+1. [workflow.md](./workflow.md)
+2. [commands.md](./commands.md)
+3. [testing.md](./testing.md)
+4. [agents.md](./agents.md)
+5. [architecture.md](./architecture.md)
+6. [context-tree.md](./context-tree.md)
+7. [disaster_recovery.md](./disaster_recovery.md)
+8. [live-trading-checklist.md](./live-trading-checklist.md)
+9. [ouroboros/README.md](./ouroboros/README.md)
+
+## Document Map
+
+- Core
+  - [workflow.md](./workflow.md): 브랜치/PR/리뷰/세션 handover 정책
+  - [commands.md](./commands.md): 실행 커맨드, 실패 사례, 트러블슈팅
+  - [testing.md](./testing.md): 테스트 구조, 작성 규칙, 검증 명령
+  - [agents.md](./agents.md): 에이전트 작업 제약과 금지 행위
+  - [agent-constraints.md](./agent-constraints.md): 영속 제약/운영 불변식(agents.md 보완)
+  - [skills.md](./skills.md): 설치/사용 가능한 스킬 목록과 활용 가이드
+- Design and Operations
+  - [architecture.md](./architecture.md): 시스템 구조와 컴포넌트 책임
+  - [context-tree.md](./context-tree.md): L1-L7 컨텍스트 계층 설계
+  - [disaster_recovery.md](./disaster_recovery.md): 백업/복구 절차
+  - [live-trading-checklist.md](./live-trading-checklist.md): 실전 전환 체크리스트
+- Governance and Planning
+  - [requirements-log.md](./requirements-log.md): 요구사항/피드백 히스토리
+  - [ouroboros/README.md](./ouroboros/README.md): v2/v3 실행 문서 라우팅
+
+## Change Rule
+
+- 문서 신규/이동/대규모 개편 시 이 파일의 링크와 분류를 함께 갱신합니다.
+- 링크는 상대경로만 사용합니다.

docs/architecture.md

@@ -84,6 +84,37 @@ High-frequency trading with individual stock analysis:
 - Momentum scoring (0-100 scale)
 - Breakout/breakdown pattern detection
 
+**TripleBarrierLabeler** (`triple_barrier.py`) — Financial time-series labeling (v2)
+
+- Triple Barrier method: upper (take-profit), lower (stop-loss), time barrier
+- First-touch labeling: labels confirmed by whichever barrier is breached first
+- `max_holding_minutes` (calendar-minute) time barrier — session-aware, bar-period independent
+- Tie-break mode: `"stop_first"` (conservative) or `"take_first"`
+- Feature-label strict separation to prevent look-ahead bias
+
+**BacktestPipeline** (`backtest_pipeline.py`) — End-to-end validation pipeline (v2)
+
+- `run_v2_backtest_pipeline()`: cost guard → triple barrier labeling → walk-forward splits → fold scoring
+- `BacktestPipelineResult`: artifact contract for reproducible output
+- `fold_has_leakage()`: leakage detection utility
+
+**WalkForwardSplit** (`walk_forward_split.py`) — Time-series validation (v2)
+
+- Fold-based walk-forward splits (no random shuffling)
+- Purge/Embargo: excludes N bars before/after fold boundaries to prevent data leakage
+
+**BacktestExecutionModel** (`backtest_execution_model.py`) — Conservative fill simulation (v2/v3)
+
+- Session-aware slippage: KRX_REG 5bps, NXT_AFTER 15bps, US_REG 3bps, US_PRE/DAY 30-50bps
+- Order failure rate simulation per session
+- Partial fill rate simulation with min/max ratio bounds
+- Unfavorable-direction fill assumption (no simple close-price fill)
+
+**BacktestCostGuard** (`backtest_cost_guard.py`) — Cost model validator (v2)
+
+- `validate_backtest_cost_model()`: fail-fast check that session cost assumptions are present
+- Enforces realistic cost assumptions before any backtest run proceeds
+
 **SmartVolatilityScanner** (`smart_scanner.py`) — Python-first filtering pipeline
 
 - **Domestic (KR)**:
@@ -98,7 +129,7 @@ High-frequency trading with individual stock analysis:
   - **Step 4**: Return top N candidates (default 3)
 - **Fallback (overseas only)**: If ranking API is unavailable, uses dynamic universe
   from runtime active symbols + recent traded symbols + current holdings (no static watchlist)
-- **Realtime mode only**: Daily mode uses batch processing for API efficiency
+- **Both modes**: Realtime 중심이지만 Daily 경로(`run_daily_session()`)에서도 후보 선별에 사용
 
 **Benefits:**
 - Reduces Gemini API calls from 20-30 stocks to 1-3 qualified candidates
@@ -124,9 +155,9 @@ High-frequency trading with individual stock analysis:
 
 - Selects appropriate context layers for current market conditions
 
-### 4. Risk Manager (`src/core/risk_manager.py`)
+### 4. Risk Manager & Session Policy (`src/core/`)
 
-**RiskManager** — Safety circuit breaker and order validation
+**RiskManager** (`risk_manager.py`) — Safety circuit breaker and order validation
 
 > **READ-ONLY by policy** (see [`docs/agents.md`](./agents.md))
 
@@ -136,8 +167,59 @@ High-frequency trading with individual stock analysis:
 - **Fat-Finger Protection**: Rejects orders exceeding 30% of available cash
   - Must always be enforced, cannot be disabled
 
+**OrderPolicy** (`order_policy.py`) — Session classification and order type enforcement (v3)
+
+- `classify_session_id()`: Classifies current KR/US session from KST clock
+  - KR: `NXT_PRE` (08:00-08:50), `KRX_REG` (09:00-15:30), `NXT_AFTER` (15:30-20:00)
+  - US: `US_DAY` (10:00-18:00), `US_PRE` (18:00-23:30), `US_REG` (23:30-06:00), `US_AFTER` (06:00-07:00)
+- Low-liquidity session detection: `NXT_AFTER`, `US_PRE`, `US_DAY`, `US_AFTER`
+- Market order forbidden in low-liquidity sessions (`OrderPolicyRejected` raised)
+- Limit/IOC/FOK orders always allowed
+
+**KillSwitch** (`kill_switch.py`) — Emergency trading halt orchestration (v2)
+
+- Fixed 5-step atomic sequence:
+  1. Block new orders (`new_orders_blocked = True`)
+  2. Cancel all unfilled orders
+  3. Refresh order state (query final status)
+  4. Reduce risk (force-close or reduce positions)
+  5. Snapshot state + send Telegram alert
+- Async, injectable step callables — each step individually testable
+- Highest priority: overrides overnight exception and all other rules
+
+**BlackoutManager** (`blackout_manager.py`) — KIS maintenance window handling (v3)
+
+- Configurable blackout windows (e.g., `23:30-00:10 KST`)
+- `queue_order()`: Queues order intent during blackout, enforces max queue size
+- `pop_recovery_batch()`: Returns queued intents after recovery
+- Recovery revalidation path (in `src/main.py`):
+  - Stale BUY drop (position already exists)
+  - Stale SELL drop (position absent)
+  - `validate_order_policy()` rechecked
+  - Price drift check (>5% → drop, configurable via `BLACKOUT_RECOVERY_MAX_PRICE_DRIFT_PCT`)
+
 ### 5. Strategy (`src/strategy/`)
 
+**PositionStateMachine** (`position_state_machine.py`) — 4-state sell state machine (v2)
+
+- States: `HOLDING` → `BE_LOCK` → `ARMED` → `EXITED`
+  - `HOLDING`: Normal holding
+  - `BE_LOCK`: Profit ≥ `be_arm_pct` — stop-loss elevated to break-even
+  - `ARMED`: Profit ≥ `arm_pct` — peak-tracking trailing stop active
+  - `EXITED`: Position closed
+- `promote_state()`: Immediately elevates to highest admissible state (handles gaps/skips)
+- `evaluate_exit_first()`: EXITED conditions checked before state promotion
+- Monotonic: states only move up, never down
+
+**ExitRules** (`exit_rules.py`) — 4-layer composite exit logic (v2)
+
+- **Hard Stop**: `unrealized <= hard_stop_pct` (always enforced, ATR-adaptive for KR)
+- **Break-Even Lock**: Once in BE_LOCK/ARMED, exit if price falls to entry price
+- **ATR Trailing Stop**: `trailing_stop_price = peak_price - (atr_multiplier_k × ATR)`
+- **Model Signal**: Exit if `pred_down_prob >= model_prob_threshold AND liquidity_weak`
+- `evaluate_exit()`: Returns `ExitEvaluation` with next state, exit flag, reason, trailing price
+- `ExitRuleConfig`: Frozen dataclass with all tunable parameters
+
 **Pre-Market Planner** (`pre_market_planner.py`) — AI playbook generation
 
 - Runs before market open (configurable `PRE_MARKET_MINUTES`, default 30)
@@ -195,7 +277,7 @@ High-frequency trading with individual stock analysis:
 - Configurable host/port (`DASHBOARD_HOST`, `DASHBOARD_PORT`, default `127.0.0.1:8080`)
 - Serves static HTML frontend
 
-**8 API Endpoints:**
+**10 API Endpoints:**
 
 | Endpoint | Method | Description |
 |----------|--------|-------------|
@@ -207,6 +289,8 @@ High-frequency trading with individual stock analysis:
 | `/api/context/{layer}` | GET | Query context by layer (L1-L7) |
 | `/api/decisions` | GET | Decision log entries with outcomes |
 | `/api/scenarios/active` | GET | Today's matched scenarios |
+| `/api/pnl/history` | GET | P&L history time series |
+| `/api/positions` | GET | Current open positions |
 
 ### 8. Notifications (`src/notifications/telegram_client.py`)
 
@@ -448,8 +532,12 @@ CREATE TABLE trades (
     pnl REAL DEFAULT 0.0,
     market TEXT DEFAULT 'KR',
     exchange_code TEXT DEFAULT 'KRX',
+    session_id TEXT DEFAULT 'UNKNOWN',  -- v3: KRX_REG | NXT_AFTER | US_REG | US_PRE | ...
     selection_context TEXT,        -- JSON: {rsi, volume_ratio, signal, score}
-    decision_id TEXT              -- Links to decision_logs
+    decision_id TEXT,             -- Links to decision_logs
+    strategy_pnl REAL,            -- v3: Core strategy P&L (separated from FX)
+    fx_pnl REAL DEFAULT 0.0,      -- v3: FX gain/loss for USD trades (schema ready, activation pending)
+    mode TEXT                     -- paper | live
 );
 ```
 
@@ -475,13 +563,14 @@ CREATE TABLE decision_logs (
     stock_code TEXT,
     market TEXT,
     exchange_code TEXT,
+    session_id TEXT DEFAULT 'UNKNOWN',  -- v3: session when decision was made
     action TEXT,
     confidence INTEGER,
     rationale TEXT,
     context_snapshot TEXT,         -- JSON: full context at decision time
     input_data TEXT,              -- JSON: market data used
     outcome_pnl REAL,
-    outcome_accuracy REAL,
+    outcome_accuracy INTEGER,
     reviewed INTEGER DEFAULT 0,
     review_notes TEXT
 );
@@ -494,7 +583,7 @@ CREATE TABLE playbooks (
     id INTEGER PRIMARY KEY AUTOINCREMENT,
     date TEXT NOT NULL,
     market TEXT NOT NULL,
-    status TEXT DEFAULT 'generated',
+    status TEXT NOT NULL DEFAULT 'pending',  -- pending → generated → active → expired
     playbook_json TEXT NOT NULL,   -- Full playbook with scenarios
     generated_at TEXT NOT NULL,
     token_count INTEGER,
@@ -552,6 +641,29 @@ PLANNER_TIMEOUT_SECONDS=60    # Timeout for playbook generation
 DEFENSIVE_PLAYBOOK_ON_FAILURE=true  # Fallback on AI failure
 RESCAN_INTERVAL_SECONDS=300   # Scenario rescan interval during trading
 
+# Optional — v2 Exit Rules (State Machine)
+STAGED_EXIT_BE_ARM_PCT=1.2    # Break-even lock threshold (%)
+STAGED_EXIT_ARM_PCT=3.0       # Armed state threshold (%)
+KR_ATR_STOP_MULTIPLIER_K=2.0  # ATR multiplier for KR dynamic hard stop
+KR_ATR_STOP_MIN_PCT=-2.0      # KR hard stop floor (must tighten, negative)
+KR_ATR_STOP_MAX_PCT=-7.0      # KR hard stop ceiling (loosest, negative)
+
+# Optional — v2 Trade Filters
+STOP_LOSS_COOLDOWN_MINUTES=120  # Cooldown after stop-loss before re-entry (same ticker)
+US_MIN_PRICE=5.0              # Minimum US stock price for BUY ($)
+
+# Optional — v3 Session Risk Management
+SESSION_RISK_RELOAD_ENABLED=true   # Reload risk params at session boundaries
+SESSION_RISK_PROFILES_JSON="{}"    # Per-session overrides JSON: {"KRX_REG": {"be_arm_pct": 1.0}}
+OVERNIGHT_EXCEPTION_ENABLED=true   # Allow holding through session close (conditions apply)
+
+# Optional — v3 Blackout (KIS maintenance windows)
+ORDER_BLACKOUT_ENABLED=true
+ORDER_BLACKOUT_WINDOWS_KST=23:30-00:10   # Comma-separated: "HH:MM-HH:MM"
+ORDER_BLACKOUT_QUEUE_MAX=500             # Max queued orders during blackout
+BLACKOUT_RECOVERY_PRICE_REVALIDATION_ENABLED=true
+BLACKOUT_RECOVERY_MAX_PRICE_DRIFT_PCT=5.0  # Drop recovery order if price drifted >5%
+
 # Optional — Smart Scanner (realtime mode only)
 RSI_OVERSOLD_THRESHOLD=30     # 0-50, oversold threshold
 RSI_MOMENTUM_THRESHOLD=70     # 50-100, momentum threshold

docs/commands.md

@@ -21,6 +21,21 @@ python3 scripts/session_handover_check.py --strict
 
 - 실패 시 `workflow/session-handover.md` 최신 엔트리를 보강한 뒤 재실행한다.
 
+## Docs Sync Validator (Mandatory for docs changes)
+
+- 문서 변경 PR에서는 아래 명령으로 동기화 검증을 먼저 실행한다.
+
+```bash
+python3 scripts/validate_docs_sync.py
+```
+
+- 검증 실패 시 메시지 기준으로 즉시 수정한다.
+  - `absolute link is forbidden`: 문서 링크에 절대경로(`/...`) 사용
+  - `broken link`: 상대경로 링크 대상 파일/앵커 누락
+  - `missing core doc link reference`: `README.md`/`CLAUDE.md` 핵심 링크 누락
+  - `duplicated API endpoint row`: `docs/commands.md` API endpoint 표 중복 행
+  - `missing dynamic test count guidance`: `docs/testing.md`에 `pytest --collect-only -q` 가이드 누락
+
 ### tea CLI (Gitea Command Line Tool)
 
 #### ❌ TTY Error - Interactive Confirmation Fails
@@ -136,7 +151,7 @@ No decorator needed for async tests.
 # Install all dependencies (production + dev)
 pip install -e ".[dev]"
 
-# Run full test suite with coverage (551 tests across 25 files)
+# Run full test suite with coverage (998 tests across 41 files)
 pytest -v --cov=src --cov-report=term-missing
 
 # Run a single test file
@@ -202,6 +217,8 @@ Dashboard runs as a daemon thread on `DASHBOARD_HOST:DASHBOARD_PORT` (default: `
 | `GET /api/context/{layer}` | Context data by layer L1-L7 (query: `timeframe`) |
 | `GET /api/decisions` | Decision log entries (query: `limit`, `market`) |
 | `GET /api/scenarios/active` | Today's matched scenarios |
+| `GET /api/pnl/history` | P&L history over time |
+| `GET /api/positions` | Current open positions |
 
 ## Telegram Commands
 

docs/ouroboros/01_requirements_registry.md

@@ -1,9 +1,9 @@
 <!--
 Doc-ID: DOC-REQ-001
-Version: 1.0.0
+Version: 1.0.1
 Status: active
 Owner: strategy
-Updated: 2026-02-26
+Updated: 2026-03-01
 -->
 
 # 요구사항 원장 (Single Source of Truth)
@@ -37,3 +37,4 @@ Updated: 2026-02-26
 - `REQ-OPS-001`: 타임존은 모든 시간 필드에 명시(KST/UTC)되어야 한다.
 - `REQ-OPS-002`: 문서의 수치 정책은 원장에서만 변경한다.
 - `REQ-OPS-003`: 구현 태스크는 반드시 테스트 태스크를 동반한다.
+- `REQ-OPS-004`: 원본 계획 문서(`v2`, `v3`)는 `docs/ouroboros/source/` 경로를 단일 기준으로 사용한다.

docs/ouroboros/30_code_level_work_orders.md

@@ -51,6 +51,7 @@ Updated: 2026-02-26
 - `TASK-OPS-001` (`REQ-OPS-001`): 시간 필드/로그 스키마의 타임존 표기 강제 규칙 구현
 - `TASK-OPS-002` (`REQ-OPS-002`): 정책 수치 변경 시 `01_requirements_registry.md` 선수정 CI 체크 추가
 - `TASK-OPS-003` (`REQ-OPS-003`): `TASK-*` 없는 `REQ-*` 또는 `TEST-*` 없는 `REQ-*`를 차단하는 문서 검증 게이트 유지
+- `TASK-OPS-004` (`REQ-OPS-004`): v2/v3 원본 계획 문서 위치를 `docs/ouroboros/source/`로 표준화하고 링크 일관성 검증
 
 ## 커밋 규칙
 

docs/ouroboros/40_acceptance_and_test_plan.md

@@ -29,6 +29,7 @@ Updated: 2026-02-26
 - `TEST-ACC-007` (`REQ-OPS-001`): 시간 관련 필드는 타임존(KST/UTC)이 누락되면 검증 실패한다.
 - `TEST-ACC-008` (`REQ-OPS-002`): 정책 수치 변경이 원장 미반영이면 검증 실패한다.
 - `TEST-ACC-009` (`REQ-OPS-003`): `REQ-*`가 `TASK-*`/`TEST-*` 매핑 없이 존재하면 검증 실패한다.
+- `TEST-ACC-019` (`REQ-OPS-004`): v2/v3 원본 계획 문서 링크는 `docs/ouroboros/source/` 경로 기준으로만 통과한다.
 
 ## 테스트 계층
 

docs/ouroboros/60_repo_enforcement_checklist.md

@@ -24,11 +24,17 @@ Updated: 2026-02-27
 ## 2) 필수 상태 체크 (필수)
 
 필수 CI 항목:
-- `validate_ouroboros_docs` (명령: `python3 scripts/validate_ouroboros_docs.py`)
+
-- `test` (명령: `pytest -q`)
+| 참조 기준 | 이름 | 설명 |
+|-----------|------|------|
+| **job 단위** (브랜치 보호 설정 시 사용) | `test` | 전체 CI job (문서 검증 + 테스트 포함) |
+| **step 단위** (로그 확인 시 참조) | `validate_ouroboros_docs` | `python3 scripts/validate_ouroboros_docs.py` 실행 step |
+| **step 단위** | `run_tests` | `pytest -q` 실행 step |
+
+> **주의**: Gitea 브랜치 보호의 Required Status Checks는 **job 이름** 기준으로 설정한다 (`test`). step 이름은 UI 로그 탐색용이며 보호 규칙에 직접 입력하지 않는다.
 
 설정 기준:
-- 위 2개 체크가 `success` 아니면 머지 금지
+- `test` job이 `success` 아니면 머지 금지
 - 체크 스킵/중립 상태 허용 금지
 
 ## 3) 필수 리뷰어 규칙 (권장 -> 필수)

docs/ouroboros/80_implementation_audit.md

@@ -1,14 +1,15 @@
 <!--
 Doc-ID: DOC-AUDIT-001
-Version: 1.0.0
+Version: 1.1.0
 Status: active
 Owner: strategy
-Updated: 2026-02-28
+Updated: 2026-03-01
 -->
 
 # v2/v3 구현 감사 및 수익률 분석 보고서
 
 작성일: 2026-02-28
+최종 업데이트: 2026-03-01 (Phase 2 완료 + Phase 3 부분 완료 반영)
 대상 기간: 2026-02-25 ~ 2026-02-28 (실거래)
 분석 브랜치: `feature/v3-session-policy-stream`
 
@@ -29,69 +30,80 @@ Updated: 2026-02-28
 | REQ-V2-007 | 비용/슬리피지/체결실패 모델 필수 | `src/analysis/backtest_cost_guard.py` | ✅ 완료 |
 | REQ-V2-008 | Kill Switch 실행 순서 (Block→Cancel→Refresh→Reduce→Snapshot) | `src/core/kill_switch.py` | ✅ 완료 |
 
-### 1.2 v3 구현 상태: ~75% 완료
+### 1.2 v3 구현 상태: ~85% 완료 (2026-03-01 기준)
 
-| REQ-ID | 요구사항 | 상태 | 갭 설명 |
+| REQ-ID | 요구사항 | 상태 | 비고 |
-|--------|----------|------|---------|
+|--------|----------|------|------|
-| REQ-V3-001 | 모든 신호/주문/로그에 session_id 포함 | ⚠️ 부분 | 아래 GAP-1, GAP-2 참조 |
+| REQ-V3-001 | 모든 신호/주문/로그에 session_id 포함 | ✅ 완료 | #326 머지 — `log_decision()` 파라미터 추가, `log_trade()` 명시적 전달 |
-| REQ-V3-002 | 세션 전환 훅 + 리스크 파라미터 재로딩 | ⚠️ 부분 | 아래 GAP-3 참조 |
+| REQ-V3-002 | 세션 전환 훅 + 리스크 파라미터 재로딩 | ⚠️ 부분 | #327 머지 — 재로딩 메커니즘 구현, 세션 훅 테스트 미작성 |
 | REQ-V3-003 | 블랙아웃 윈도우 정책 | ✅ 완료 | `src/core/blackout_manager.py` |
-| REQ-V3-004 | 블랙아웃 큐 + 복구 시 재검증 | ⚠️ 부분 | 아래 GAP-4 참조 (부분 해소) |
+| REQ-V3-004 | 블랙아웃 큐 + 복구 시 재검증 | ✅ 완료 | #324(DB 기록) + #328(가격/세션 재검증) 머지 |
 | REQ-V3-005 | 저유동 세션 시장가 금지 | ✅ 완료 | `src/core/order_policy.py` |
 | REQ-V3-006 | 보수적 백테스트 체결 (불리 방향) | ✅ 완료 | `src/analysis/backtest_execution_model.py` |
 | REQ-V3-007 | FX 손익 분리 (전략 PnL vs 환율 PnL) | ⚠️ 코드 완료 / 운영 미반영 | `src/db.py` 스키마·함수 완료, 운영 데이터 `fx_pnl` 전부 0 |
-| REQ-V3-008 | 오버나잇 예외 vs Kill Switch 우선순위 | ✅ 완료 | `src/main.py:459-471` |
+| REQ-V3-008 | 오버나잇 예외 vs Kill Switch 우선순위 | ✅ 완료 | `src/main.py` — `_should_force_exit_for_overnight()`, `_apply_staged_exit_override_for_hold()` |
 
-### 1.3 운영 거버넌스: ~20% 완료
+### 1.3 운영 거버넌스: ~60% 완료 (2026-03-01 재평가)
 
-| REQ-ID | 요구사항 | 상태 | 갭 설명 |
+| REQ-ID | 요구사항 | 상태 | 비고 |
-|--------|----------|------|---------|
+|--------|----------|------|------|
 | REQ-OPS-001 | 타임존 명시 (KST/UTC) | ⚠️ 부분 | DB 기록은 UTC, 세션은 KST. 일부 로그에서 타임존 미표기 |
-| REQ-OPS-002 | 정책 변경 시 레지스트리 업데이트 강제 | ❌ 미구현 | CI 자동 검증 없음 |
+| REQ-OPS-002 | 정책 변경 시 레지스트리 업데이트 강제 | ⚠️ 기본 구현 완료 | `scripts/validate_governance_assets.py` CI 연동 완료; 규칙 고도화 잔여 |
-| REQ-OPS-003 | TASK-REQ 매핑 강제 | ❌ 미구현 | PR 단위 자동 검증 없음 |
+| REQ-OPS-003 | TASK-REQ 매핑 강제 | ⚠️ 기본 구현 완료 | `scripts/validate_ouroboros_docs.py` CI 연동 완료; PR 강제 검증 강화 잔여 |
 
 ---
 
 ## 2. 구현 갭 상세
 
-### GAP-1: DecisionLogger에 session_id 미포함 (CRITICAL)
+> **2026-03-01 업데이트**: GAP-1~5 모두 해소되었거나 이슈 머지로 부분 해소됨.
 
-- **위치**: `src/logging/decision_logger.py:40`
+### GAP-1: DecisionLogger에 session_id 미포함 → ✅ 해소 (#326)
-- **문제**: `log_decision()` 함수에 `session_id` 파라미터가 없음
+
-- **영향**: 어떤 세션에서 전략적 의사결정이 내려졌는지 추적 불가
+- **위치**: `src/logging/decision_logger.py`
+- ~~문제: `log_decision()` 함수에 `session_id` 파라미터가 없음~~
+- **해소**: #326 머지 — `log_decision()` 파라미터에 `session_id` 추가, DB 기록 포함
 - **요구사항**: REQ-V3-001
 
-### GAP-2: src/main.py 거래 로그에 session_id 미전달 (CRITICAL)
+### GAP-2: src/main.py 거래 로그에 session_id 미전달 → ✅ 해소 (#326)
 
-- **위치**: `src/main.py` line 1625, 1682, 2769
+- **위치**: `src/main.py`
-- **문제**: `log_trade()` 호출 시 `session_id` 파라미터를 전달하지 않음
+- ~~문제: `log_trade()` 호출 시 `session_id` 파라미터를 전달하지 않음~~
-- **현상**: 시장 코드 기반 자동 추론에 의존 → 실제 런타임 세션과 불일치 가능
+- **해소**: #326 머지 — `log_trade()` 호출 시 런타임 `session_id` 명시적 전달
 - **요구사항**: REQ-V3-001
 
-### GAP-3: 세션 전환 시 리스크 파라미터 재로딩 없음 (HIGH)
+### GAP-3: 세션 전환 시 리스크 파라미터 재로딩 없음 → ⚠️ 부분 해소 (#327)
 
-- **위치**: `src/main.py` 전체
+- **위치**: `src/main.py`, `src/config.py`
-- **문제**: 리스크 파라미터가 시작 시 한 번만 로딩되고, 세션 경계 변경 시 재로딩 메커니즘 없음
+- **해소 내용**: #327 머지 — `SESSION_RISK_PROFILES_JSON` 기반 세션별 파라미터 재로딩 메커니즘 구현
-- **영향**: NXT_AFTER(저유동) → KRX_REG(정규장) 전환 시에도 동일 파라미터 사용
+  - `SESSION_RISK_RELOAD_ENABLED=true` 시 세션 경계에서 파라미터 재로딩
+  - 재로딩 실패 시 기존 파라미터 유지 (안전 폴백)
+- **잔여 갭**: 세션 경계 실시간 전환 E2E 통합 테스트 보강 필요 (`test_main.py`에 설정 오버라이드/폴백 단위 테스트는 존재)
 - **요구사항**: REQ-V3-002
 
-### GAP-4: 블랙아웃 복구 시 재검증 부분 해소, DB 기록 미구현 (HIGH)
+### GAP-4: 블랙아웃 복구 DB 기록 + 재검증 → ✅ 해소 (#324, #328)
 
-- **위치**: `src/core/blackout_manager.py:89-96`, `src/main.py:694-791`
+- **위치**: `src/core/blackout_manager.py`, `src/main.py`
-- **상태**: `pop_recovery_batch()` 자체는 단순 dequeue이나, 실행 경로에서 부분 재검증 수행:
+- **해소 내용**:
-  - stale BUY 드롭 (포지션 이미 존재 시) — `src/main.py:713-720`
+  - #324 머지 — 복구 주문 실행 후 `log_trade()` 호출, rationale에 `[blackout-recovery]` prefix
-  - stale SELL 드롭 (포지션 부재 시) — `src/main.py:721-727`
+  - #328 머지 — 가격 유효성 검증 (진입가 대비 급변 시 드롭), 세션 변경 시 새 파라미터로 재검증
-  - `validate_order_policy()` 호출 — `src/main.py:729-734`
-- **잔여 갭**: 가격 유효성(시세 변동), 세션 변경에 따른 파라미터 재적용은 미구현
-- **신규 발견**: 블랙아웃 복구 주문이 `log_trade()` 없이 실행되어 거래 DB에 기록되지 않음 → 성과 리포트 불일치 유발
 - **요구사항**: REQ-V3-004
 
-### GAP-5: 시간장벽이 봉 개수 고정 (MEDIUM)
+### GAP-5: 시간장벽이 봉 개수 고정 → ✅ 해소 (#329)
 
-- **위치**: `src/analysis/triple_barrier.py:19`
+- **위치**: `src/analysis/triple_barrier.py`
-- **문제**: `max_holding_bars` (고정 봉 수) 사용, v3 계획의 `max_holding_minutes` (캘린더 시간) 미반영
+- ~~문제: `max_holding_bars` (고정 봉 수) 사용~~
+- **해소**: #329 머지 — `max_holding_minutes` (캘린더 분) 기반 시간장벽 전환
+  - 봉 주기 무관하게 일정 시간 경과 시 장벽 도달
+  - `max_holding_bars` deprecated 경고 유지 (하위 호환)
 - **요구사항**: REQ-V2-005 / v3 확장
 
+### GAP-6 (신규): FX PnL 운영 미활성 (LOW — 코드 완료)
+
+- **위치**: `src/db.py` (`fx_pnl`, `strategy_pnl` 컬럼 존재)
+- **문제**: 스키마와 함수는 완료되었으나 운영 데이터에서 `fx_pnl` 전부 0
+- **영향**: USD 거래에서 환율 손익과 전략 손익이 분리되지 않아 성과 분석 부정확
+- **요구사항**: REQ-V3-007
+
 ---
 
 ## 3. 실거래 수익률 분석
@@ -244,18 +256,25 @@ Updated: 2026-02-28
 - **문제**: 중첩 `def evaluate` 정의 (들여쓰기 오류)
 - **영향**: 런타임 실패 → 기본 전략으로 폴백 → 진화 시스템 사실상 무효
 
-### ROOT-5: v2 청산 로직이 부분 통합되었으나 실효성 부족 (HIGH)
+### ROOT-5: v2 청산 로직이 부분 통합되었으나 실효성 부족 → ⚠️ 부분 해소 (#325)
 
-- **현재 상태**: `src/main.py:500-583`에서 `evaluate_exit()` 기반 staged exit override가 동작함
+**초기 진단 (2026-02-28 감사 기준):**
-  - 상태기계(HOLDING→BE_LOCK→ARMED→EXITED) 전이 구현
+- `hard_stop_pct`에 고정 `-2.0`이 기본값으로 들어가 v2 계획의 ATR 적응형 의도와 괴리
-  - 4중 청산(hard stop, BE lock threat, ATR trailing, model/liquidity exit) 평가
+- `be_arm_pct`/`arm_pct`가 playbook의 `take_profit_pct`에서 기계적 파생(`* 0.4`)되어 v2 계획의 독립 파라미터 튜닝 불가
-- **실효성 문제**:
+- `atr_value`, `pred_down_prob` 등 런타임 피처가 0.0으로 공급되어 사실상 hard stop만 발동
-  - `hard_stop_pct`에 고정 `-2.0`이 기본값으로 들어가 v2 계획의 ATR 적응형 의도와 괴리
-  - `be_arm_pct`/`arm_pct`가 playbook의 `take_profit_pct`에서 기계적 파생(`* 0.4`)되어 v2 계획의 독립 파라미터 튜닝 불가
-  - `atr_value`, `pred_down_prob` 등 런타임 피처가 대부분 0.0으로 들어와 사실상 hard stop만 발동
-- **결론**: 코드 통합은 되었으나, 피처 공급과 파라미터 설정이 미비하여 v2 설계 가치가 실현되지 않는 상태
 
-### ROOT-6: SELL 손익 계산이 부분청산/수량 불일치에 취약 (CRITICAL)
+**현재 상태 (#325 머지 후):**
+- `STAGED_EXIT_BE_ARM_PCT`, `STAGED_EXIT_ARM_PCT` 환경변수로 독립 파라미터 설정 가능
+- `_inject_staged_exit_features()`: KR 시장 ATR 실시간 계산 주입, RSI 기반 `pred_down_prob` 공급
+- KR ATR dynamic hard stop (#318)으로 `-2.0` 고정값 문제 해소
+
+**잔여 리스크:**
+- KR 외 시장(US 등)에서 `atr_value` 공급 경로 불완전 — hard stop 편향 잔존 가능
+- `pred_down_prob`가 RSI 프록시 수준 — 추후 실제 ML 모델 대체 권장
+
+### ROOT-6: SELL 손익 계산이 부분청산/수량 불일치에 취약 (CRITICAL) → ✅ 해소 (#322)
+
+> **현재 상태**: #322 머지로 해소됨. 아래는 원인 발견 시점(2026-02-28) 진단 기록.
 
 - **위치**: `src/main.py:1658-1663`, `src/main.py:2755-2760`
 - **문제**: PnL 계산이 실제 매도 수량(`sell_qty`)이 아닌 직전 BUY의 `buy_qty`를 사용
@@ -263,7 +282,9 @@ Updated: 2026-02-28
 - **영향**: 부분청산, 역분할/액분할, startup-sync 후 수량 드리프트 시 손익 과대/과소 계상
 - **실증**: CRCA 이상치(BUY 146주 → SELL 15주에서 PnL +4,612 USD) 가 이 버그와 정합
 
-### ROOT-7: BUY 매칭 키에 exchange_code 미포함 — 잠재 오매칭 리스크 (HIGH)
+### ROOT-7: BUY 매칭 키에 exchange_code 미포함 — 잠재 오매칭 리스크 (HIGH) → ✅ 해소 (#323)
+
+> **현재 상태**: #323 머지로 해소됨. 아래는 원인 발견 시점(2026-02-28) 진단 기록.
 
 - **위치**: `src/db.py:292-313`
 - **문제**: `get_latest_buy_trade()`가 `(stock_code, market)`만으로 매칭, `exchange_code` 미사용
@@ -283,17 +304,28 @@ Updated: 2026-02-28
 | P1 | US 최소 가격 필터: $5 이하 종목 진입 차단 | 페니스탁 대폭락 방지 | 낮음 |
 | P1 | 진화 전략 코드 생성 시 syntax 검증 추가 | 진화 시스템 정상화 | 낮음 |
 
-### 5.2 구조적 개선 (아키텍처 변경)
+### 5.2 구조적 개선 현황 (2026-03-01 기준)
 
-| 우선순위 | 방안 | 예상 효과 | 난이도 |
+**완료 항목 (모니터링 단계):**
-|----------|------|-----------|--------|
+
-| **P0** | **SELL PnL 계산을 sell_qty 기준으로 수정 (ROOT-6)** | 손익 계상 정확도 확보, 이상치 제거 | 낮음 |
+| 항목 | 이슈 | 상태 |
-| **P0** | **v2 staged exit에 실제 피처 공급 (atr_value, pred_down_prob) + 독립 파라미터 설정 (ROOT-5)** | v2 설계 가치 실현, 수익 보호 | 중간 |
+|------|------|------|
-| P0 | BUY 매칭 키에 exchange_code 추가 (ROOT-7) | 오매칭 방지 | 낮음 |
+| SELL PnL 계산을 sell_qty 기준으로 수정 (ROOT-6) | #322 | ✅ 머지 |
-| P0 | 블랙아웃 복구 주문에 `log_trade()` 추가 (GAP-4) | DB/성과 리포트 정합성 | 낮음 |
+| v2 staged exit 피처 공급 + 독립 파라미터 설정 (ROOT-5) | #325 | ✅ 머지 |
-| P1 | 세션 전환 시 리스크 파라미터 동적 재로딩 (GAP-3 해소) | 세션별 최적 파라미터 적용 | 중간 |
+| BUY 매칭 키에 exchange_code 추가 (ROOT-7) | #323 | ✅ 머지 |
-| P1 | session_id를 거래 로그/의사결정 로그에 명시적 전달 (GAP-1,2 해소) | 세션별 성과 분석 가능 | 낮음 |
+| 블랙아웃 복구 주문 `log_trade()` 추가 (GAP-4) | #324 | ✅ 머지 |
-| P2 | 블랙아웃 복구 시 가격/세션 재검증 강화 (GAP-4 잔여) | 세션 변경 후 무효 주문 방지 | 중간 |
+| 세션 전환 리스크 파라미터 동적 재로딩 (GAP-3) | #327 | ✅ 머지 |
+| session_id 거래/의사결정 로그 명시 전달 (GAP-1, GAP-2) | #326 | ✅ 머지 |
+| 블랙아웃 복구 가격/세션 재검증 강화 (GAP-4 잔여) | #328 | ✅ 머지 |
+
+**잔여 개선 항목:**
+
+| 우선순위 | 방안 | 난이도 |
+|----------|------|--------|
+| P1 | US 시장 ATR 공급 경로 완성 (ROOT-5 잔여) | 중간 |
+| P1 | FX PnL 운영 활성화 (REQ-V3-007) | 낮음 |
+| P2 | pred_down_prob ML 모델 대체 (ROOT-5 잔여) | 높음 |
+| P2 | 세션 경계 E2E 통합 테스트 보강 (GAP-3 잔여) | 낮음 |
 
 ### 5.3 권장 실행 순서
 
@@ -334,14 +366,26 @@ Phase 3 (중기): v3 세션 최적화
 - ✅ 블랙아웃 복구 후 유효 intent 실행 (`tests/test_main.py:5811`)
 - ✅ 블랙아웃 복구 후 정책 거부 intent 드롭 (`tests/test_main.py:5851`)
 
-### 테스트 미존재
+### 테스트 추가됨 (Phase 1~3, 2026-03-01)
 
-- ❌ 세션 전환 훅 콜백
+- ✅ KR ATR 기반 동적 hard stop (`test_main.py` — #318)
-- ❌ 세션 경계 리스크 파라미터 재로딩
+- ✅ 재진입 쿨다운 (손절 후 동일 종목 매수 차단) (`test_main.py` — #319)
-- ❌ DecisionLogger session_id 캡처
+- ✅ US 최소 가격 필터 ($5 이하 차단) (`test_main.py` — #320)
+- ✅ 진화 전략 syntax 검증 (`test_evolution.py` — #321)
+- ✅ SELL PnL sell_qty 기준 계산 (`test_main.py` — #322)
+- ✅ BUY 매칭 키 exchange_code 포함 (`test_db.py` — #323)
+- ✅ 블랙아웃 복구 주문 DB 기록 (`test_main.py` — #324)
+- ✅ staged exit에 실제 ATR/RSI 피처 공급 (`test_main.py` — #325)
+- ✅ session_id 거래/의사결정 로그 명시적 전달 (`test_main.py`, `test_decision_logger.py` — #326)
+- ✅ 블랙아웃 복구 후 유효 intent 실행 (`tests/test_main.py:5811`)
+- ✅ 블랙아웃 복구 후 정책 거부 intent 드롭 (`tests/test_main.py:5851`)
+
+### 테스트 미존재 (잔여)
+
+- ❌ 세션 전환 훅 콜백 (GAP-3 잔여)
+- ❌ 세션 경계 리스크 파라미터 재로딩 단위 테스트 (GAP-3 잔여)
 - ❌ 실거래 경로 ↔ v2 상태기계 통합 테스트 (피처 공급 포함)
-- ❌ 블랙아웃 복구 주문의 DB 기록 검증
+- ❌ FX PnL 운영 활성화 검증 (GAP-6)
-- ❌ SELL PnL 계산 시 수량 불일치 케이스
 
 ---
 

docs/ouroboros/85_loss_recovery_action_plan.md

@@ -1,16 +1,19 @@
 <!--
 Doc-ID: DOC-ACTION-085
-Version: 1.0.0
+Version: 1.1.0
 Status: active
 Owner: strategy
-Updated: 2026-02-28
+Updated: 2026-03-01
 -->
 
 # 손실 복구 실행 계획
 
 작성일: 2026-02-28
+최종 업데이트: 2026-03-01 (Phase 1~3 완료 상태 반영)
 기반 문서: [80_implementation_audit.md](./80_implementation_audit.md) (ROOT 7개 + GAP 5개)
 
+> **2026-03-01 현황**: Phase 1 ✅ 완료, Phase 2 ✅ 완료, Phase 3 ✅ 기본 완료 (ACT-13 고도화 잔여)
+
 ---
 
 ## 1. 요약
@@ -35,13 +38,13 @@ Updated: 2026-02-28
 
 ## 2. Phase별 작업 분해
 
-### Phase 1: 즉시 — 손실 출혈 차단
+### Phase 1: 즉시 — 손실 출혈 차단 ✅ 완료
 
 가장 큰 손실 패턴(노이즈 손절, 반복 매매, 페니스탁)을 즉시 제거한다.
 
 ---
 
-#### ACT-01: KR 손절선 ATR 기반 동적 확대
+#### ACT-01: KR 손절선 ATR 기반 동적 확대 ✅ 머지
 
 - **ROOT 참조**: ROOT-1 (hard_stop_pct -2%가 KR 소형주 변동성 대비 과소)
 - **Gitea 이슈**: feat: KR 손절선 ATR 기반 동적 확대 (-2% → ATR 적응형)
@@ -60,7 +63,7 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-02: 손절 후 동일 종목 재진입 쿨다운
+#### ACT-02: 손절 후 동일 종목 재진입 쿨다운 ✅ 머지
 
 - **ROOT 참조**: ROOT-2 (동일 종목 반복 매매)
 - **Gitea 이슈**: feat: 손절 후 동일 종목 재진입 쿨다운 (1~2시간)
@@ -79,7 +82,7 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-03: US $5 이하 종목 진입 차단 필터
+#### ACT-03: US $5 이하 종목 진입 차단 필터 ✅ 머지
 
 - **ROOT 참조**: ROOT-3 (미국 페니스탁 무분별 진입)
 - **Gitea 이슈**: feat: US $5 이하 종목 진입 차단 필터
@@ -97,7 +100,7 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-04: 진화 전략 코드 생성 시 syntax 검증 추가
+#### ACT-04: 진화 전략 코드 생성 시 syntax 검증 추가 ✅ 머지
 
 - **ROOT 참조**: ROOT-4 (진화 전략 문법 오류)
 - **Gitea 이슈**: fix: 진화 전략 코드 생성 시 syntax 검증 추가
@@ -116,13 +119,13 @@ Updated: 2026-02-28
 
 ---
 
-### Phase 2: 단기 — 데이터 정합성 + v2 실효화
+### Phase 2: 단기 — 데이터 정합성 + v2 실효화 ✅ 완료
 
 손익 계산 정확도를 확보하고, v2 청산 로직을 실효화한다.
 
 ---
 
-#### ACT-05: SELL PnL 계산을 sell_qty 기준으로 수정
+#### ACT-05: SELL PnL 계산을 sell_qty 기준으로 수정 ✅ 머지
 
 - **ROOT 참조**: ROOT-6 (CRITICAL — PnL 계산이 buy_qty 사용)
 - **Gitea 이슈**: fix(critical): SELL PnL 계산을 sell_qty 기준으로 수정
@@ -141,7 +144,7 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-06: BUY 매칭 키에 exchange_code 추가
+#### ACT-06: BUY 매칭 키에 exchange_code 추가 ✅ 머지
 
 - **ROOT 참조**: ROOT-7 (BUY 매칭 키에 exchange_code 미포함)
 - **Gitea 이슈**: fix: BUY 매칭 키에 exchange_code 추가
@@ -159,12 +162,12 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-07: 블랙아웃 복구 주문에 log_trade() 추가
+#### ACT-07: 블랙아웃 복구 주문에 log_trade() 추가 ✅ 머지
 
 - **ROOT 참조**: GAP-4 (블랙아웃 복구 주문 DB 미기록)
 - **Gitea 이슈**: fix: 블랙아웃 복구 주문에 log_trade() 추가
 - **Gitea 이슈 번호**: #324
-- **변경 대상 파일**: `src/main.py` (line 694-791, 블랙아웃 복구 실행 경로)
+- **변경 대상 파일**: `src/main.py` — `process_blackout_recovery_orders()` 함수 내 복구 주문 실행 경로
 - **현재 동작**: 블랙아웃 복구 주문이 실행되나 `log_trade()` 호출 없음 → DB에 기록 안 됨
 - **목표 동작**: 복구 주문 실행 후 `log_trade()` 호출하여 DB에 기록. rationale에 `[blackout-recovery]` prefix 추가
 - **수용 기준**:
@@ -178,7 +181,7 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-08: v2 staged exit에 실제 피처 공급
+#### ACT-08: v2 staged exit에 실제 피처 공급 ✅ 머지
 
 - **ROOT 참조**: ROOT-5 (v2 청산 로직 실효성 부족)
 - **Gitea 이슈**: feat: v2 staged exit에 실제 피처(ATR, pred_down_prob) 공급
@@ -200,7 +203,7 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-09: session_id를 거래/의사결정 로그에 명시적 전달
+#### ACT-09: session_id를 거래/의사결정 로그에 명시적 전달 ✅ 머지
 
 - **ROOT 참조**: GAP-1 (DecisionLogger session_id 미포함), GAP-2 (log_trade session_id 미전달)
 - **Gitea 이슈**: feat: session_id를 거래/의사결정 로그에 명시적 전달
@@ -223,13 +226,13 @@ Updated: 2026-02-28
 
 ---
 
-### Phase 3: 중기 — v3 세션 최적화
+### Phase 3: 중기 — v3 세션 최적화 ✅ 기본 완료 (ACT-13 고도화 잔여)
 
 세션 경계 처리와 운영 거버넌스를 강화한다.
 
 ---
 
-#### ACT-10: 세션 전환 시 리스크 파라미터 동적 재로딩
+#### ACT-10: 세션 전환 시 리스크 파라미터 동적 재로딩 ✅ 머지
 
 - **ROOT 참조**: GAP-3 (세션 전환 시 리스크 파라미터 재로딩 없음)
 - **Gitea 이슈**: feat: 세션 전환 시 리스크 파라미터 동적 재로딩
@@ -241,14 +244,12 @@ Updated: 2026-02-28
   - NXT_AFTER → KRX_REG 전환 시 파라미터 재로딩 확인
   - 재로딩 이벤트 로그 기록
   - 재로딩 실패 시 기존 파라미터 유지 (안전 폴백)
-- **테스트 계획**:
+- **테스트**: `test_main.py`에 설정 오버라이드/리로드/폴백 단위 테스트 포함. **잔여**: 세션 경계 실시간 전환 E2E 보강
-  - 단위: 세션 전환 훅 콜백 테스트
-  - 단위: 재로딩 실패 시 폴백 테스트
 - **의존성**: ACT-09 (session_id 인프라)
 
 ---
 
-#### ACT-11: 블랙아웃 복구 시 가격/세션 재검증 강화
+#### ACT-11: 블랙아웃 복구 시 가격/세션 재검증 강화 ✅ 머지
 
 - **ROOT 참조**: GAP-4 잔여 (가격 유효성, 세션 변경 재적용 미구현)
 - **Gitea 이슈**: feat: 블랙아웃 복구 시 가격/세션 재검증 강화
@@ -268,7 +269,7 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-12: Triple Barrier 시간장벽을 캘린더 시간(분) 기반으로 전환
+#### ACT-12: Triple Barrier 시간장벽을 캘린더 시간(분) 기반으로 전환 ✅ 머지
 
 - **ROOT 참조**: GAP-5 (시간장벽이 봉 개수 고정)
 - **Gitea 이슈**: feat: Triple Barrier 시간장벽을 캘린더 시간(분) 기반으로 전환
@@ -286,21 +287,13 @@ Updated: 2026-02-28
 
 ---
 
-#### ACT-13: CI 자동 검증 (정책 레지스트리 + TASK-REQ 매핑)
+#### ACT-13: CI 자동 검증 (정책 레지스트리 + TASK-REQ 매핑) ✅ 기본 구현 완료, 고도화 잔여
 
 - **ROOT 참조**: REQ-OPS-002 (정책 변경 시 레지스트리 업데이트 강제), REQ-OPS-003 (TASK-REQ 매핑 강제)
 - **Gitea 이슈**: infra: CI 자동 검증 (정책 레지스트리 + TASK-REQ 매핑)
 - **Gitea 이슈 번호**: #330
-- **변경 대상 파일**: `.gitea/workflows/`, `scripts/validate_governance_assets.py`
+- **현재 동작**: `.gitea/workflows/ci.yml`에서 `scripts/validate_governance_assets.py` + `scripts/validate_ouroboros_docs.py` 자동 실행
-- **현재 동작**: CI 자동 검증 없음. 문서 검증은 수동 실행
+- **잔여 고도화**: PR 본문 REQ/TASK/TEST 강제 레벨 상향, 정책 파일 미업데이트 시 CI 실패 기준 강화
-- **목표 동작**:
-  - PR 시 정책 레지스트리(`01_requirements_registry.md`) 변경 여부 자동 검증
-  - TASK/이슈가 REQ-ID를 참조하는지 자동 검증
-- **수용 기준**:
-  - 정책 파일 변경 시 레지스트리 미업데이트면 CI 실패
-  - 새 이슈/PR에 REQ-ID 미참조 시 경고
-- **테스트 계획**:
-  - CI 파이프라인 자체 테스트 (정상/실패 케이스)
 - **의존성**: 없음
 
 ---
@@ -311,7 +304,7 @@ Updated: 2026-02-28
 
 - 모든 ACT 항목에 대해 개별 테스트 작성
 - 커버리지 >= 80% 유지
-- 기존 551개 테스트 전체 통과 확인
+- 현재 CI 기준 전체 테스트 통과 확인 (2026-03-01 기준 998 tests collected)
 
 ### 3.2 통합 테스트
 
@@ -389,4 +382,36 @@ Phase 3
 
 ---
 
+## 6. 미진 사항 (2026-03-01 기준)
+
+Phase 1~3 구현 완료 후에도 다음 항목이 운영상 미완료 상태이다.
+
+### 6.1 운영 검증 필요
+
+| 항목 | 설명 | 우선순위 |
+|------|------|----------|
+| FX PnL 운영 활성화 | `fx_pnl`/`strategy_pnl` 컬럼 존재하나 모든 운영 데이터 값이 0 | P1 |
+| 세션 경계 E2E 통합 테스트 보강 | `test_main.py`에 단위 테스트 존재; 세션 경계 실시간 전환 E2E 미작성 | P2 |
+| v2 상태기계 통합 end-to-end | 실거래 경로에서 HOLDING→BE_LOCK→ARMED→EXITED 전체 시나리오 테스트 미작성 | P2 |
+
+### 6.2 아키텍처 수준 잔여 갭
+
+| 항목 | 설명 | 배경 문서 |
+|------|------|-----------|
+| CI 자동 검증 고도화 (#330) | 기본 구현 완료(`validate_governance_assets.py` CI 연동); 규칙/강제수준 고도화 필요 | REQ-OPS-002, REQ-OPS-003 |
+| pred_down_prob ML 모델 대체 | 현재 RSI 프록시 사용 — 추후 실제 GBDT/ML 모델로 대체 권장 | ROOT-5, ouroboros_plan_v2.txt §3.D |
+| KR/US 파라미터 민감도 분석 | v2 계획의 be_arm_pct/arm_pct/atr_k 최적값 탐색 미수행 | ouroboros_plan_v2.txt §8 |
+
+### 6.3 v3 실험 매트릭스 미착수
+
+ouroboros_plan_v3.txt §9에 정의된 3개 실험이 아직 시작되지 않았다.
+
+| 실험 ID | 시장 | 포커스 | 상태 |
+|---------|------|--------|------|
+| EXP-KR-01 | KR | NXT 야간 특화 (p_thresh 0.65) | ❌ 미착수 |
+| EXP-US-01 | US | 21h 준연속 운용 (atr_k 2.5) | ❌ 미착수 |
+| EXP-HYB-01 | Global | KR 낮 + US 밤 연계 레짐 자산배분 | ❌ 미착수 |
+
+---
+
 *끝.*

docs/ouroboros/README.md

@@ -1,14 +1,14 @@
 <!--
 Doc-ID: DOC-ROOT-001
-Version: 1.0.0
+Version: 1.0.1
 Status: active
 Owner: strategy
-Updated: 2026-02-26
+Updated: 2026-03-01
 -->
 
 # The Ouroboros 실행 문서 허브
 
-이 폴더는 `ouroboros_plan_v2.txt`, `ouroboros_plan_v3.txt`를 구현 가능한 작업 지시서 수준으로 분해한 문서 허브다.
+이 폴더는 `source/ouroboros_plan_v2.txt`, `source/ouroboros_plan_v3.txt`를 구현 가능한 작업 지시서 수준으로 분해한 문서 허브다.
 
 ## 읽기 순서 (Routing)
 
@@ -18,13 +18,15 @@ Updated: 2026-02-26
 4. v3 실행 지시서: [20_phase_v3_execution.md](./20_phase_v3_execution.md)
 5. 코드 레벨 작업 지시: [30_code_level_work_orders.md](./30_code_level_work_orders.md)
 6. 수용 기준/테스트 계획: [40_acceptance_and_test_plan.md](./40_acceptance_and_test_plan.md)
-7. PM 시나리오/이슈 분류: [50_scenario_matrix_and_issue_taxonomy.md](./50_scenario_matrix_and_issue_taxonomy.md)
+7. PM 시나리오/이슈 분류 **(A)**: [50_scenario_matrix_and_issue_taxonomy.md](./50_scenario_matrix_and_issue_taxonomy.md)
-8. TPM 제어 프로토콜/수용 매트릭스: [50_tpm_control_protocol.md](./50_tpm_control_protocol.md)
+8. TPM 제어 프로토콜/수용 매트릭스 **(B)**: [50_tpm_control_protocol.md](./50_tpm_control_protocol.md)
 9. 저장소 강제 설정 체크리스트: [60_repo_enforcement_checklist.md](./60_repo_enforcement_checklist.md)
 10. 메인 에이전트 아이디에이션 백로그: [70_main_agent_ideation.md](./70_main_agent_ideation.md)
 11. v2/v3 구현 감사 및 수익률 분석: [80_implementation_audit.md](./80_implementation_audit.md)
 12. 손실 복구 실행 계획: [85_loss_recovery_action_plan.md](./85_loss_recovery_action_plan.md)
 
+> **참고**: 7번·8번은 `50_` 프리픽스를 공유합니다. (A) = 시나리오/이슈 분류, (B) = TPM 제어 프로토콜.
+
 ## 운영 규칙
 
 - 계획 변경은 반드시 `01_requirements_registry.md`의 ID 정의부터 수정한다.
@@ -38,5 +40,5 @@ python3 scripts/validate_ouroboros_docs.py
 
 ## 원본 계획 문서
 
-- [v2](/home/agentson/repos/The-Ouroboros/ouroboros_plan_v2.txt)
+- [v2](./source/ouroboros_plan_v2.txt)
-- [v3](/home/agentson/repos/The-Ouroboros/ouroboros_plan_v3.txt)
+- [v3](./source/ouroboros_plan_v3.txt)

docs/requirements-log.md

@@ -87,7 +87,7 @@
 - 선정 기준 추적 → Evolution 시스템 최적화 가능
 - API 장애 시 정적 watchlist로 자동 전환
 
-**참고:** Realtime 모드 전용. Daily 모드는 배치 효율성을 위해 정적 watchlist 사용.
+**참고 (당시 구현 기준):** Realtime 모드 전용으로 설계되었으나, 이후 Daily 경로에서도 스캐너를 사용하도록 변경됨. 해외 fallback도 정적 watchlist → 동적 유니버스(active/recent/holdings)로 전환 (2026-02-16 참조).
 
 **이슈/PR:** #76, #77
 
@@ -388,3 +388,126 @@ Order result: 모의투자 매수주문이 완료 되었습니다.  ✓
 - `ruff check src/analysis/backtest_pipeline.py tests/test_backtest_pipeline_integration.py`
 
 **이슈/PR:** #305
+
+---
+
+## 2026-02-28 ~ 2026-03-01
+
+### v2/v3 손실 복구 실행 계획 — Phase 1 완료 (#318~#321)
+
+**배경:**
+- `docs/ouroboros/80_implementation_audit.md` 감사 결과 식별된 7개 근본 원인(ROOT) 및 5개 구현 갭(GAP) 중
+  가장 큰 손실 패턴 4개를 Phase 1로 즉시 제거.
+
+**구현 내용:**
+
+1. **ACT-01: KR 손절선 ATR 기반 동적 확대** (#318)
+   - `src/main.py`, `src/config.py`
+   - KR 시장: ATR(14) 기반 동적 hard stop (`k=2.0`, 범위 -2%~-7%)
+   - ATR 미제공 시 기존 -2% 폴백
+   - ROOT-1 (hard_stop_pct 고정값 과소) 해소
+
+2. **ACT-02: 손절 후 동일 종목 재진입 쿨다운** (#319)
+   - `src/main.py`, `src/config.py`
+   - 손절(pnl<0) 후 동일 종목 `COOLDOWN_MINUTES`(기본 120분) 동안 BUY 차단
+   - 익절에는 미적용
+   - ROOT-2 (동일 종목 반복 매매) 해소
+
+3. **ACT-03: US $5 이하 종목 진입 차단 필터** (#320)
+   - `src/main.py`, `src/config.py`
+   - US 시장 BUY 시 현재가 `US_MIN_PRICE`(기본 $5) 이하 차단
+   - ROOT-3 (미국 페니스탁 무분별 진입) 해소
+
+4. **ACT-04: 진화 전략 코드 syntax 검증** (#321)
+   - `src/evolution/optimizer.py`
+   - `ast.parse()` + `compile()` 선검증 후 통과한 코드만 저장
+   - ROOT-4 (진화 전략 문법 오류) 해소
+
+**이슈/PR:** #318, #319, #320, #321
+
+---
+
+### v2/v3 손실 복구 실행 계획 — Phase 2 완료 (#322~#326)
+
+**배경:**
+- 손익 계산 정확도 확보 및 v2 청산 로직 실효화.
+
+**구현 내용:**
+
+1. **ACT-05: SELL PnL 계산을 sell_qty 기준으로 수정** (#322)
+   - `src/main.py` (line 1658-1663, 2755-2760)
+   - `trade_pnl = (trade_price - buy_price) * sell_qty`로 변경
+   - ROOT-6 (PnL 계산 buy_qty 사용 CRITICAL) 해소
+
+2. **ACT-06: BUY 매칭 키에 exchange_code 추가** (#323)
+   - `src/db.py`
+   - `get_latest_buy_trade()`가 `(stock_code, market, exchange_code)` 기준 매칭
+   - exchange_code NULL인 레거시 데이터 하위 호환 유지
+   - ROOT-7 (오매칭 리스크) 해소
+
+3. **ACT-07: 블랙아웃 복구 주문에 log_trade() 추가** (#324)
+   - `src/main.py` (블랙아웃 복구 실행 경로)
+   - 복구 주문 실행 후 `log_trade()` 호출, rationale에 `[blackout-recovery]` prefix
+   - GAP-4 (블랙아웃 복구 주문 DB 미기록) 해소
+
+4. **ACT-08: v2 staged exit에 실제 피처 공급** (#325)
+   - `src/main.py`, `src/strategy/exit_rules.py`
+   - `atr_value`: ATR(14) 실시간 계산 공급
+   - `pred_down_prob`: RSI 기반 하락 확률 추정값 공급 (ML 모델 대체 가능)
+   - `be_arm_pct`/`arm_pct` 독립 파라미터 설정 가능 (take_profit_pct * 0.4 파생 제거)
+   - ROOT-5 (v2 청산 로직 실효성 부족) 해소
+
+5. **ACT-09: session_id를 거래/의사결정 로그에 명시적 전달** (#326)
+   - `src/logging/decision_logger.py`, `src/main.py`, `src/db.py`
+   - `log_decision()`: session_id 파라미터 추가
+   - `log_trade()`: 런타임 session_id 명시적 전달
+   - GAP-1, GAP-2 (session_id 미포함) 부분 해소
+
+**이슈/PR:** #322, #323, #324, #325, #326
+
+---
+
+### v2/v3 손실 복구 실행 계획 — Phase 3 부분 완료 (#327~#329)
+
+**배경:**
+- 세션 경계 처리 및 시간장벽 캘린더 기반 전환.
+
+**구현 내용:**
+
+1. **ACT-10: 세션 전환 시 리스크 파라미터 동적 재로딩** (#327)
+   - `src/main.py`, `src/config.py`
+   - 세션 경계 변경 이벤트 시 `SESSION_RISK_PROFILES_JSON` 기반 재로딩
+   - 재로딩 실패 시 기존 파라미터 유지 (안전 폴백)
+   - GAP-3 (세션 전환 시 파라미터 재로딩 없음) 부분 해소
+
+2. **ACT-11: 블랙아웃 복구 시 가격/세션 재검증 강화** (#328)
+   - `src/main.py`, `src/core/blackout_manager.py`
+   - 복구 시 현재 시세 조회하여 가격 유효성 검증 (진입가 대비 급등/급락 시 드롭)
+   - 세션 변경 시 새 세션의 파라미터로 재검증
+   - GAP-4 잔여 (가격/세션 재검증) 부분 해소
+
+3. **ACT-12: Triple Barrier 시간장벽을 캘린더 시간(분) 기반으로 전환** (#329)
+   - `src/analysis/triple_barrier.py`
+   - `max_holding_minutes` (캘린더 분) 기반 전환, 봉 주기 무관 일관 동작
+   - 기존 `max_holding_bars` deprecated 경고 유지 (하위 호환)
+   - GAP-5 (시간장벽 봉 개수 고정) 해소
+
+**미완료 (ACT-13):**
+- **#330: CI 자동 검증 (정책 레지스트리 + TASK-REQ 매핑)** — 문서 구조화 작업으로 대체 진행 중
+
+**이슈/PR:** #327, #328, #329
+
+---
+
+### v2/v3 문서 구조화 및 감사 문서 작성 (#331)
+
+**배경:**
+- Phase 1~3 구현 완료 후 감사 결과와 실행 계획을 문서화
+- 기존 감사 문서가 산발적으로 관리되어 통합 정리 필요
+
+**구현 내용:**
+- `docs/ouroboros/80_implementation_audit.md` 신규 작성: v2/v3 구현 감사 + 실거래 수익률 분석
+- `docs/ouroboros/85_loss_recovery_action_plan.md` 신규 작성: ROOT/GAP 해소 Phase별 실행 계획
+- `scripts/audit_queries.sql` 신규 작성: 성과 재현용 표준 집계 SQL
+
+**이슈/PR:** #331

docs/testing.md

@@ -2,7 +2,7 @@
 
 ## Test Structure
 
-**551 tests** across **25 files**. `asyncio_mode = "auto"` in pyproject.toml — async tests need no special decorator.
+**998 tests** across **41 files**. `asyncio_mode = "auto"` in pyproject.toml — async tests need no special decorator.
 
 The `settings` fixture in `conftest.py` provides safe defaults with test credentials and in-memory DB.
 
@@ -23,6 +23,8 @@ The `settings` fixture in `conftest.py` provides safe defaults with test credent
 - Network error handling
 - SSL context configuration
 
+> **Note**: 아래 파일별 테스트 수는 릴리즈 시점 스냅샷이며 실제 수치와 다를 수 있습니다. 현재 정확한 수치는 `pytest --collect-only -q`로 확인하세요.
+
 ##### `tests/test_brain.py` (24 tests)
 - Valid JSON parsing and markdown-wrapped JSON handling
 - Malformed JSON fallback
@@ -90,7 +92,7 @@ The `settings` fixture in `conftest.py` provides safe defaults with test credent
 - Python-first filtering pipeline
 - RSI and volume ratio filter logic
 - Candidate scoring and ranking
-- Fallback to static watchlist
+- Fallback to static watchlist (domestic) or dynamic universe (overseas)
 
 #### Context & Memory
 
@@ -138,8 +140,8 @@ The `settings` fixture in `conftest.py` provides safe defaults with test credent
 #### Dashboard
 
 ##### `tests/test_dashboard.py` (14 tests)
-- FastAPI endpoint responses (8 API routes)
+- FastAPI endpoint responses (10 API routes)
-- Status, playbook, scorecard, performance, context, decisions, scenarios
+- Status, playbook, scorecard, performance, context, decisions, scenarios, pnl/history, positions
 - Query parameter handling (market, date, limit)
 
 #### Performance & Quality

scripts/session_handover_check.py

@@ -66,6 +66,7 @@ def _check_handover_entry(
     *,
     branch: str,
     strict: bool,
+    ci_mode: bool,
     errors: list[str],
 ) -> None:
     if not HANDOVER_LOG.exists():
@@ -88,6 +89,10 @@ def _check_handover_entry(
             errors.append(f"latest handover entry missing token: {token}")
 
     if strict:
+        if "- next_ticket: #TBD" in latest:
+            errors.append("latest handover entry must not use placeholder next_ticket (#TBD)")
+
+    if strict and not ci_mode:
         today_utc = datetime.now(UTC).date().isoformat()
         if today_utc not in latest:
             errors.append(
@@ -99,8 +104,6 @@ def _check_handover_entry(
                 "latest handover entry must target current branch "
                 f"({branch_token})"
             )
-        if "- next_ticket: #TBD" in latest:
-            errors.append("latest handover entry must not use placeholder next_ticket (#TBD)")
         if "merged_to_feature_branch=no" in latest:
             errors.append(
                 "process gate indicates not merged; implementation must stay blocked "
@@ -117,6 +120,14 @@ def main() -> int:
         action="store_true",
         help="Enforce today-date and current-branch match on latest handover entry.",
     )
+    parser.add_argument(
+        "--ci",
+        action="store_true",
+        help=(
+            "CI mode: keep structural/token checks and placeholder guard, "
+            "but skip strict today-date/current-branch/merge-gate checks."
+        ),
+    )
     args = parser.parse_args()
 
     errors: list[str] = []
@@ -125,10 +136,15 @@ def main() -> int:
     branch = _current_branch()
     if not branch:
         errors.append("cannot resolve current git branch")
-    elif branch in {"main", "master"}:
+    elif not args.ci and branch in {"main", "master"}:
         errors.append(f"working branch must not be {branch}")
 
-    _check_handover_entry(branch=branch, strict=args.strict, errors=errors)
+    _check_handover_entry(
+        branch=branch,
+        strict=args.strict,
+        ci_mode=args.ci,
+        errors=errors,
+    )
 
     if errors:
         print("[FAIL] session handover check failed")

scripts/validate_docs_sync.py

@@ -0,0 +1,135 @@
+#!/usr/bin/env python3
+"""Validate top-level docs synchronization invariants."""
+
+from __future__ import annotations
+
+import re
+import sys
+from pathlib import Path
+
+REPO_ROOT = Path(".")
+REQUIRED_FILES = {
+    "README.md": REPO_ROOT / "README.md",
+    "CLAUDE.md": REPO_ROOT / "CLAUDE.md",
+    "commands": REPO_ROOT / "docs" / "commands.md",
+    "testing": REPO_ROOT / "docs" / "testing.md",
+    "workflow": REPO_ROOT / "docs" / "workflow.md",
+}
+
+LINK_PATTERN = re.compile(r"\[[^\]]+\]\((?P<link>[^)]+)\)")
+ENDPOINT_ROW_PATTERN = re.compile(
+    r"^\|\s*`(?P<endpoint>(?:GET|POST|PUT|PATCH|DELETE)\s+/[^`]*)`\s*\|"
+)
+
+
+def _read(path: Path) -> str:
+    return path.read_text(encoding="utf-8")
+
+
+def validate_required_files_exist(errors: list[str]) -> None:
+    for name, path in REQUIRED_FILES.items():
+        if not path.exists():
+            errors.append(f"missing required doc file ({name}): {path}")
+
+
+def validate_links_resolve(doc_path: Path, text: str, errors: list[str]) -> None:
+    for match in LINK_PATTERN.finditer(text):
+        raw_link = match.group("link").strip()
+        if not raw_link or raw_link.startswith("#") or raw_link.startswith("http"):
+            continue
+        link_path = raw_link.split("#", 1)[0].strip()
+        if not link_path:
+            continue
+        if link_path.startswith("/"):
+            errors.append(f"{doc_path}: absolute link is forbidden -> {raw_link}")
+            continue
+        target = (doc_path.parent / link_path).resolve()
+        if not target.exists():
+            errors.append(f"{doc_path}: broken link -> {raw_link}")
+
+
+def validate_summary_docs_reference_core_docs(errors: list[str]) -> None:
+    required_links = {
+        "README.md": ("docs/workflow.md", "docs/commands.md", "docs/testing.md"),
+        "CLAUDE.md": ("docs/workflow.md", "docs/commands.md"),
+    }
+    for file_name, links in required_links.items():
+        doc_path = REQUIRED_FILES[file_name]
+        text = _read(doc_path)
+        for link in links:
+            if link not in text:
+                errors.append(f"{doc_path}: missing core doc link reference -> {link}")
+
+
+def collect_command_endpoints(text: str) -> list[str]:
+    endpoints: list[str] = []
+    for line in text.splitlines():
+        match = ENDPOINT_ROW_PATTERN.match(line.strip())
+        if match:
+            endpoints.append(match.group("endpoint"))
+    return endpoints
+
+
+def validate_commands_endpoint_duplicates(errors: list[str]) -> None:
+    text = _read(REQUIRED_FILES["commands"])
+    endpoints = collect_command_endpoints(text)
+    seen: set[str] = set()
+    duplicates: set[str] = set()
+    for endpoint in endpoints:
+        if endpoint in seen:
+            duplicates.add(endpoint)
+        seen.add(endpoint)
+    for endpoint in sorted(duplicates):
+        errors.append(f"docs/commands.md: duplicated API endpoint row -> {endpoint}")
+
+
+def validate_testing_doc_has_dynamic_count_guidance(errors: list[str]) -> None:
+    text = _read(REQUIRED_FILES["testing"])
+    if "pytest --collect-only -q" not in text:
+        errors.append(
+            "docs/testing.md: missing dynamic test count guidance "
+            "(pytest --collect-only -q)"
+        )
+
+
+def main() -> int:
+    errors: list[str] = []
+
+    validate_required_files_exist(errors)
+    if errors:
+        print("[FAIL] docs sync validation failed")
+        for err in errors:
+            print(f"- {err}")
+        return 1
+
+    readme_text = _read(REQUIRED_FILES["README.md"])
+    claude_text = _read(REQUIRED_FILES["CLAUDE.md"])
+    validate_links_resolve(REQUIRED_FILES["README.md"], readme_text, errors)
+    validate_links_resolve(REQUIRED_FILES["CLAUDE.md"], claude_text, errors)
+    validate_links_resolve(
+        REQUIRED_FILES["commands"], _read(REQUIRED_FILES["commands"]), errors
+    )
+    validate_links_resolve(REQUIRED_FILES["testing"], _read(REQUIRED_FILES["testing"]), errors)
+    validate_links_resolve(
+        REQUIRED_FILES["workflow"], _read(REQUIRED_FILES["workflow"]), errors
+    )
+
+    validate_summary_docs_reference_core_docs(errors)
+    validate_commands_endpoint_duplicates(errors)
+    validate_testing_doc_has_dynamic_count_guidance(errors)
+
+    if errors:
+        print("[FAIL] docs sync validation failed")
+        for err in errors:
+            print(f"- {err}")
+        return 1
+
+    print("[OK] docs sync validated")
+    print("[OK] summary docs link to core docs and links resolve")
+    print("[OK] commands endpoint rows have no duplicates")
+    print("[OK] testing doc includes dynamic count guidance")
+    return 0
+
+
+if __name__ == "__main__":
+    sys.exit(main())

scripts/validate_governance_assets.py

@@ -3,9 +3,21 @@
 
 from __future__ import annotations
 
+import os
+import re
+import subprocess
 import sys
 from pathlib import Path
 
+REQUIREMENTS_REGISTRY = "docs/ouroboros/01_requirements_registry.md"
+TASK_WORK_ORDERS_DOC = "docs/ouroboros/30_code_level_work_orders.md"
+TASK_DEF_LINE = re.compile(r"^-\s+`(?P<task_id>TASK-[A-Z0-9-]+-\d{3})`(?P<body>.*)$")
+REQ_ID_IN_LINE = re.compile(r"\bREQ-[A-Z0-9-]+-\d{3}\b")
+TASK_ID_IN_TEXT = re.compile(r"\bTASK-[A-Z0-9-]+-\d{3}\b")
+TEST_ID_IN_TEXT = re.compile(r"\bTEST-[A-Z0-9-]+-\d{3}\b")
+READ_ONLY_FILES = {"src/core/risk_manager.py"}
+PLACEHOLDER_VALUES = {"", "tbd", "n/a", "na", "none", "<link>", "<required>"}
+
 
 def must_contain(path: Path, required: list[str], errors: list[str]) -> None:
     if not path.exists():
@@ -17,8 +29,150 @@ def must_contain(path: Path, required: list[str], errors: list[str]) -> None:
             errors.append(f"{path}: missing required token -> {token}")
 
 
+def normalize_changed_path(path: str) -> str:
+    normalized = path.strip().replace("\\", "/")
+    if normalized.startswith("./"):
+        normalized = normalized[2:]
+    return normalized
+
+
+def is_policy_file(path: str) -> bool:
+    normalized = normalize_changed_path(path)
+    if not normalized.endswith(".md"):
+        return False
+    if not normalized.startswith("docs/ouroboros/"):
+        return False
+    return normalized != REQUIREMENTS_REGISTRY
+
+
+def load_changed_files(args: list[str], errors: list[str]) -> list[str]:
+    if not args:
+        return []
+
+    # Single range input (e.g. BASE..HEAD or BASE...HEAD)
+    if len(args) == 1 and ".." in args[0]:
+        range_spec = args[0]
+        try:
+            completed = subprocess.run(
+                ["git", "diff", "--name-only", range_spec],
+                check=True,
+                capture_output=True,
+                text=True,
+            )
+        except (subprocess.CalledProcessError, FileNotFoundError) as exc:
+            errors.append(f"failed to load changed files from range '{range_spec}': {exc}")
+            return []
+        return [
+            normalize_changed_path(line)
+            for line in completed.stdout.splitlines()
+            if line.strip()
+        ]
+
+    return [normalize_changed_path(path) for path in args if path.strip()]
+
+
+def validate_registry_sync(changed_files: list[str], errors: list[str]) -> None:
+    if not changed_files:
+        return
+
+    changed_set = set(changed_files)
+    policy_changed = any(is_policy_file(path) for path in changed_set)
+    registry_changed = REQUIREMENTS_REGISTRY in changed_set
+    if policy_changed and not registry_changed:
+        errors.append(
+            "policy file changed without updating docs/ouroboros/01_requirements_registry.md"
+        )
+
+
+def validate_task_req_mapping(errors: list[str], *, task_doc: Path | None = None) -> None:
+    path = task_doc or Path(TASK_WORK_ORDERS_DOC)
+    if not path.exists():
+        errors.append(f"missing file: {path}")
+        return
+
+    text = path.read_text(encoding="utf-8")
+    found_task = False
+    for line in text.splitlines():
+        m = TASK_DEF_LINE.match(line.strip())
+        if not m:
+            continue
+        found_task = True
+        if not REQ_ID_IN_LINE.search(m.group("body")):
+            errors.append(
+                f"{path}: TASK without REQ mapping -> {m.group('task_id')}"
+            )
+    if not found_task:
+        errors.append(f"{path}: no TASK definitions found")
+
+
+def validate_pr_traceability(warnings: list[str]) -> None:
+    title = os.getenv("GOVERNANCE_PR_TITLE", "").strip()
+    body = os.getenv("GOVERNANCE_PR_BODY", "").strip()
+    if not title and not body:
+        return
+
+    text = f"{title}\n{body}"
+    if not REQ_ID_IN_LINE.search(text):
+        warnings.append("PR text missing REQ-ID reference")
+    if not TASK_ID_IN_TEXT.search(text):
+        warnings.append("PR text missing TASK-ID reference")
+    if not TEST_ID_IN_TEXT.search(text):
+        warnings.append("PR text missing TEST-ID reference")
+
+
+def _parse_pr_evidence_line(text: str, field: str) -> str | None:
+    pattern = re.compile(rf"^\s*-\s*{re.escape(field)}:\s*(?P<value>.+?)\s*$", re.MULTILINE)
+    match = pattern.search(text)
+    if not match:
+        return None
+    return match.group("value").strip()
+
+
+def _is_placeholder(value: str | None) -> bool:
+    if value is None:
+        return True
+    normalized = value.strip().lower()
+    return normalized in PLACEHOLDER_VALUES
+
+
+def validate_read_only_approval(
+    changed_files: list[str], errors: list[str], warnings: list[str]
+) -> None:
+    changed_set = set(changed_files)
+    touched = sorted(path for path in READ_ONLY_FILES if path in changed_set)
+    if not touched:
+        return
+
+    body = os.getenv("GOVERNANCE_PR_BODY", "").strip()
+    if not body:
+        warnings.append(
+            "READ-ONLY file changed but PR body is unavailable; approval evidence check skipped"
+        )
+        return
+
+    if "READ-ONLY Approval" not in body:
+        errors.append("READ-ONLY file changed without 'READ-ONLY Approval' section in PR body")
+        return
+
+    touched_field = _parse_pr_evidence_line(body, "Touched READ-ONLY files")
+    human_approval = _parse_pr_evidence_line(body, "Human approval")
+    test_suite_1 = _parse_pr_evidence_line(body, "Test suite 1")
+    test_suite_2 = _parse_pr_evidence_line(body, "Test suite 2")
+
+    if _is_placeholder(touched_field):
+        errors.append("READ-ONLY Approval section missing 'Touched READ-ONLY files' evidence")
+    if _is_placeholder(human_approval):
+        errors.append("READ-ONLY Approval section missing 'Human approval' evidence")
+    if _is_placeholder(test_suite_1):
+        errors.append("READ-ONLY Approval section missing 'Test suite 1' evidence")
+    if _is_placeholder(test_suite_2):
+        errors.append("READ-ONLY Approval section missing 'Test suite 2' evidence")
+
+
 def main() -> int:
     errors: list[str] = []
+    warnings: list[str] = []
+    changed_files = load_changed_files(sys.argv[1:], errors)
 
     pr_template = Path(".gitea/PULL_REQUEST_TEMPLATE.md")
     issue_template = Path(".gitea/ISSUE_TEMPLATE/runtime_verification.md")
@@ -38,6 +192,11 @@ def main() -> int:
             "gh",
             "Session Handover Gate",
             "session_handover_check.py --strict",
+            "READ-ONLY Approval",
+            "Touched READ-ONLY files",
+            "Human approval",
+            "Test suite 1",
+            "Test suite 2",
         ],
         errors,
     )
@@ -81,6 +240,11 @@ def main() -> int:
     if not handover_script.exists():
         errors.append(f"missing file: {handover_script}")
 
+    validate_registry_sync(changed_files, errors)
+    validate_task_req_mapping(errors)
+    validate_pr_traceability(warnings)
+    validate_read_only_approval(changed_files, errors, warnings)
+
     if errors:
         print("[FAIL] governance asset validation failed")
         for err in errors:
@@ -88,6 +252,10 @@ def main() -> int:
         return 1
 
     print("[OK] governance assets validated")
+    if warnings:
+        print(f"[WARN] governance advisory: {len(warnings)}")
+        for warn in warnings:
+            print(f"- {warn}")
     return 0
 
 

scripts/validate_ouroboros_docs.py

@@ -19,9 +19,20 @@ META_PATTERN = re.compile(
     re.MULTILINE,
 )
 ID_PATTERN = re.compile(r"\b(?:REQ|RULE|TASK|TEST|DOC)-[A-Z0-9-]+-\d{3}\b")
-DEF_PATTERN = re.compile(r"^-\s+`(?P<id>(?:REQ|RULE|TASK|TEST|DOC)-[A-Z0-9-]+-\d{3})`", re.MULTILINE)
+DEF_PATTERN = re.compile(
+    r"^-\s+`(?P<id>(?:REQ|RULE|TASK|TEST|DOC)-[A-Z0-9-]+-\d{3})`",
+    re.MULTILINE,
+)
 LINK_PATTERN = re.compile(r"\[[^\]]+\]\((?P<link>[^)]+)\)")
-LINE_DEF_PATTERN = re.compile(r"^-\s+`(?P<id>(?:REQ|RULE|TASK|TEST|DOC)-[A-Z0-9-]+-\d{3})`.*$", re.MULTILINE)
+LINE_DEF_PATTERN = re.compile(
+    r"^-\s+`(?P<id>(?:REQ|RULE|TASK|TEST|DOC)-[A-Z0-9-]+-\d{3})`.*$",
+    re.MULTILINE,
+)
+PLAN_LINK_PATTERN = re.compile(r"ouroboros_plan_v(?P<version>[23])\.txt$")
+ALLOWED_PLAN_TARGETS = {
+    "2": (DOC_DIR / "source" / "ouroboros_plan_v2.txt").resolve(),
+    "3": (DOC_DIR / "source" / "ouroboros_plan_v3.txt").resolve(),
+}
 
 
 def iter_docs() -> list[Path]:
@@ -40,15 +51,47 @@ def validate_metadata(path: Path, text: str, errors: list[str], doc_ids: dict[st
         doc_ids[doc_id] = path
 
 
+def validate_plan_source_link(path: Path, link: str, errors: list[str]) -> bool:
+    normalized = link.strip()
+    # Ignore in-page anchors and parse the filesystem part for validation.
+    link_path = normalized.split("#", 1)[0].strip()
+    if not link_path:
+        return False
+    match = PLAN_LINK_PATTERN.search(link_path)
+    if not match:
+        return False
+
+    version = match.group("version")
+    expected_target = ALLOWED_PLAN_TARGETS[version]
+    if link_path.startswith("/"):
+        errors.append(
+            f"{path}: invalid plan link path -> {link} "
+            f"(use ./source/ouroboros_plan_v{version}.txt)"
+        )
+        return True
+
+    resolved_target = (path.parent / link_path).resolve()
+    if resolved_target != expected_target:
+        errors.append(
+            f"{path}: invalid plan link path -> {link} "
+            f"(must resolve to docs/ouroboros/source/ouroboros_plan_v{version}.txt)"
+        )
+        return True
+    return False
+
+
 def validate_links(path: Path, text: str, errors: list[str]) -> None:
     for m in LINK_PATTERN.finditer(text):
         link = m.group("link").strip()
         if not link or link.startswith("http") or link.startswith("#"):
             continue
-        if link.startswith("/"):
+        if validate_plan_source_link(path, link, errors):
-            target = Path(link)
+            continue
+        link_path = link.split("#", 1)[0].strip()
+        if link_path.startswith("/"):
+            target = Path(link_path)
         else:
-            target = (path.parent / link).resolve()
+            target = (path.parent / link_path).resolve()
         if not target.exists():
             errors.append(f"{path}: broken link -> {link}")
 
@@ -61,7 +104,9 @@ def collect_ids(path: Path, text: str, defs: dict[str, Path], refs: dict[str, se
         refs.setdefault(idv, set()).add(path)
 
 
-def collect_req_traceability(text: str, req_to_task: dict[str, set[str]], req_to_test: dict[str, set[str]]) -> None:
+def collect_req_traceability(
+    text: str, req_to_task: dict[str, set[str]], req_to_test: dict[str, set[str]]
+) -> None:
     for m in LINE_DEF_PATTERN.finditer(text):
         line = m.group(0)
         item_id = m.group("id")

src/analysis/backtest_cost_guard.py

@@ -2,8 +2,8 @@
 
 from __future__ import annotations
 
-from dataclasses import dataclass
 import math
+from dataclasses import dataclass
 
 
 @dataclass(frozen=True)

src/analysis/backtest_execution_model.py

@@ -2,12 +2,11 @@
 
 from __future__ import annotations
 
-from dataclasses import dataclass
 import math
+from dataclasses import dataclass
 from random import Random
 from typing import Literal
 
-
 OrderSide = Literal["BUY", "SELL"]
 
 
@@ -77,7 +76,9 @@ class BacktestExecutionModel:
                 reason="execution_failure",
             )
 
-        slip_mult = 1.0 + (slippage_bps / 10000.0 if request.side == "BUY" else -slippage_bps / 10000.0)
+        slip_mult = 1.0 + (
+            slippage_bps / 10000.0 if request.side == "BUY" else -slippage_bps / 10000.0
+        )
         exec_price = request.reference_price * slip_mult
 
         if self._rng.random() < partial_rate:

src/analysis/backtest_pipeline.py

@@ -8,8 +8,9 @@ from __future__ import annotations
 
 from collections.abc import Sequence
 from dataclasses import dataclass
+from datetime import datetime
 from statistics import mean
-from typing import Literal
+from typing import Literal, cast
 
 from src.analysis.backtest_cost_guard import BacktestCostModel, validate_backtest_cost_model
 from src.analysis.triple_barrier import TripleBarrierSpec, label_with_triple_barrier
@@ -22,6 +23,7 @@ class BacktestBar:
     low: float
     close: float
     session_id: str
+    timestamp: datetime | None = None
 
 
 @dataclass(frozen=True)
@@ -86,16 +88,27 @@ def run_v2_backtest_pipeline(
     highs = [float(bar.high) for bar in bars]
     lows = [float(bar.low) for bar in bars]
     closes = [float(bar.close) for bar in bars]
+    timestamps = [bar.timestamp for bar in bars]
     normalized_entries = sorted(set(int(i) for i in entry_indices))
     if normalized_entries[0] < 0 or normalized_entries[-1] >= len(bars):
         raise IndexError("entry index out of range")
 
+    resolved_timestamps: list[datetime] | None = None
+    if triple_barrier_spec.max_holding_minutes is not None:
+        if any(ts is None for ts in timestamps):
+            raise ValueError(
+                "BacktestBar.timestamp is required for all bars when "
+                "triple_barrier_spec.max_holding_minutes is set"
+            )
+        resolved_timestamps = cast(list[datetime], timestamps)
+
     labels_by_bar_index: dict[int, int] = {}
     for idx in normalized_entries:
         labels_by_bar_index[idx] = label_with_triple_barrier(
             highs=highs,
             lows=lows,
             closes=closes,
+            timestamps=resolved_timestamps,
             entry_index=idx,
             side=side,
             spec=triple_barrier_spec,

src/analysis/scanner.py

@@ -104,6 +104,7 @@ class MarketScanner:
 
             # Store in L7 real-time layer
             from datetime import UTC, datetime
+
             timeframe = datetime.now(UTC).isoformat()
             self.context_store.set_context(
                 ContextLayer.L7_REALTIME,
@@ -158,12 +159,8 @@ class MarketScanner:
         top_movers = valid_metrics[: self.top_n]
 
         # Detect breakouts and breakdowns
-        breakouts = [
+        breakouts = [m.stock_code for m in valid_metrics if self.analyzer.is_breakout(m)]
-            m.stock_code for m in valid_metrics if self.analyzer.is_breakout(m)
+        breakdowns = [m.stock_code for m in valid_metrics if self.analyzer.is_breakdown(m)]
-        ]
-        breakdowns = [
-            m.stock_code for m in valid_metrics if self.analyzer.is_breakdown(m)
-        ]
 
         logger.info(
             "%s scan complete: %d scanned, top momentum=%.1f, %d breakouts, %d breakdowns",
@@ -228,10 +225,9 @@ class MarketScanner:
 
         # If we removed too many, backfill from current watchlist
         if len(updated) < len(current_watchlist):
-            backfill = [
+            backfill = [code for code in current_watchlist if code not in updated][
-                code for code in current_watchlist
+                : len(current_watchlist) - len(updated)
-                if code not in updated
+            ]
-            ][: len(current_watchlist) - len(updated)]
             updated.extend(backfill)
 
         logger.info(

src/analysis/smart_scanner.py

@@ -158,7 +158,12 @@ class SmartVolatilityScanner:
                         price = latest_close
                     latest_high = _safe_float(latest.get("high"))
                     latest_low = _safe_float(latest.get("low"))
-                    if latest_close > 0 and latest_high > 0 and latest_low > 0 and latest_high >= latest_low:
+                    if (
+                        latest_close > 0
+                        and latest_high > 0
+                        and latest_low > 0
+                        and latest_high >= latest_low
+                    ):
                         intraday_range_pct = (latest_high - latest_low) / latest_close * 100.0
                     if volume <= 0:
                         volume = _safe_float(latest.get("volume"))
@@ -234,9 +239,7 @@ class SmartVolatilityScanner:
                 limit=50,
             )
         except Exception as exc:
-            logger.warning(
+            logger.warning("Overseas fluctuation ranking failed for %s: %s", market.code, exc)
-                "Overseas fluctuation ranking failed for %s: %s", market.code, exc
-            )
             fluct_rows = []
 
         if not fluct_rows:
@@ -250,9 +253,7 @@ class SmartVolatilityScanner:
                 limit=50,
             )
         except Exception as exc:
-            logger.warning(
+            logger.warning("Overseas volume ranking failed for %s: %s", market.code, exc)
-                "Overseas volume ranking failed for %s: %s", market.code, exc
-            )
             volume_rows = []
 
         for idx, row in enumerate(volume_rows):
@@ -433,16 +434,10 @@ def _extract_intraday_range_pct(row: dict[str, Any], price: float) -> float:
     if price <= 0:
         return 0.0
     high = _safe_float(
-        row.get("high")
+        row.get("high") or row.get("ovrs_hgpr") or row.get("stck_hgpr") or row.get("day_hgpr")
-        or row.get("ovrs_hgpr")
-        or row.get("stck_hgpr")
-        or row.get("day_hgpr")
     )
     low = _safe_float(
-        row.get("low")
+        row.get("low") or row.get("ovrs_lwpr") or row.get("stck_lwpr") or row.get("day_lwpr")
-        or row.get("ovrs_lwpr")
-        or row.get("stck_lwpr")
-        or row.get("day_lwpr")
     )
     if high <= 0 or low <= 0 or high < low:
         return 0.0

src/analysis/triple_barrier.py

@@ -5,9 +5,11 @@ Implements first-touch labeling with upper/lower/time barriers.
 
 from __future__ import annotations
 
+import warnings
+from collections.abc import Sequence
 from dataclasses import dataclass
-from typing import Literal, Sequence
+from datetime import datetime, timedelta
-
+from typing import Literal
 
 TieBreakMode = Literal["stop_first", "take_first"]
 
@@ -16,9 +18,18 @@ TieBreakMode = Literal["stop_first", "take_first"]
 class TripleBarrierSpec:
     take_profit_pct: float
     stop_loss_pct: float
-    max_holding_bars: int
+    max_holding_bars: int | None = None
+    max_holding_minutes: int | None = None
     tie_break: TieBreakMode = "stop_first"
 
+    def __post_init__(self) -> None:
+        if self.max_holding_minutes is None and self.max_holding_bars is None:
+            raise ValueError("one of max_holding_minutes or max_holding_bars must be set")
+        if self.max_holding_minutes is not None and self.max_holding_minutes <= 0:
+            raise ValueError("max_holding_minutes must be positive")
+        if self.max_holding_bars is not None and self.max_holding_bars <= 0:
+            raise ValueError("max_holding_bars must be positive")
+
 
 @dataclass(frozen=True)
 class TripleBarrierLabel:
@@ -35,6 +46,7 @@ def label_with_triple_barrier(
     highs: Sequence[float],
     lows: Sequence[float],
     closes: Sequence[float],
+    timestamps: Sequence[datetime] | None = None,
     entry_index: int,
     side: int,
     spec: TripleBarrierSpec,
@@ -53,8 +65,6 @@ def label_with_triple_barrier(
         raise ValueError("highs, lows, closes lengths must match")
     if entry_index < 0 or entry_index >= len(closes):
         raise IndexError("entry_index out of range")
-    if spec.max_holding_bars <= 0:
-        raise ValueError("max_holding_bars must be positive")
 
     entry_price = float(closes[entry_index])
     if entry_price <= 0:
@@ -68,13 +78,34 @@ def label_with_triple_barrier(
         upper = entry_price * (1.0 + spec.stop_loss_pct)
         lower = entry_price * (1.0 - spec.take_profit_pct)
 
+    if spec.max_holding_minutes is not None:
+        if timestamps is None:
+            raise ValueError("timestamps are required when max_holding_minutes is set")
+        if len(timestamps) != len(closes):
+            raise ValueError("timestamps length must match OHLC lengths")
+        expiry_timestamp = timestamps[entry_index] + timedelta(minutes=spec.max_holding_minutes)
+        last_index = entry_index
+        for idx in range(entry_index + 1, len(closes)):
+            if timestamps[idx] > expiry_timestamp:
+                break
+            last_index = idx
+    else:
+        assert spec.max_holding_bars is not None
+        warnings.warn(
+            (
+                "TripleBarrierSpec.max_holding_bars is deprecated; "
+                "use max_holding_minutes with timestamps instead."
+            ),
+            DeprecationWarning,
+            stacklevel=2,
+        )
         last_index = min(len(closes) - 1, entry_index + spec.max_holding_bars)
     for idx in range(entry_index + 1, last_index + 1):
-        h = float(highs[idx])
+        high_price = float(highs[idx])
-        l = float(lows[idx])
+        low_price = float(lows[idx])
 
-        up_touch = h >= upper
+        up_touch = high_price >= upper
-        down_touch = l <= lower
+        down_touch = low_price <= lower
         if not up_touch and not down_touch:
             continue
 

src/analysis/volatility.py

@@ -92,9 +92,7 @@ class VolatilityAnalyzer:
         recent_tr = true_ranges[-period:]
         return sum(recent_tr) / len(recent_tr)
 
-    def calculate_price_change(
+    def calculate_price_change(self, current_price: float, past_price: float) -> float:
-        self, current_price: float, past_price: float
-    ) -> float:
         """Calculate price change percentage.
 
         Args:
@@ -108,9 +106,7 @@ class VolatilityAnalyzer:
             return 0.0
         return ((current_price - past_price) / past_price) * 100
 
-    def calculate_volume_surge(
+    def calculate_volume_surge(self, current_volume: float, avg_volume: float) -> float:
-        self, current_volume: float, avg_volume: float
-    ) -> float:
         """Calculate volume surge ratio.
 
         Args:
@@ -240,11 +236,7 @@ class VolatilityAnalyzer:
             Momentum score (0-100)
         """
         # Weight recent changes more heavily
-        weighted_change = (
+        weighted_change = price_change_1m * 0.4 + price_change_5m * 0.3 + price_change_15m * 0.2
-            price_change_1m * 0.4 +
-            price_change_5m * 0.3 +
-            price_change_15m * 0.2
-        )
 
         # Volume contribution (normalized to 0-10 scale)
         volume_contribution = min(10.0, (volume_surge - 1.0) * 5.0)
@@ -301,17 +293,11 @@ class VolatilityAnalyzer:
 
         if len(close_prices) > 0:
             if len(close_prices) >= 1:
-                price_change_1m = self.calculate_price_change(
+                price_change_1m = self.calculate_price_change(current_price, close_prices[-1])
-                    current_price, close_prices[-1]
-                )
             if len(close_prices) >= 5:
-                price_change_5m = self.calculate_price_change(
+                price_change_5m = self.calculate_price_change(current_price, close_prices[-5])
-                    current_price, close_prices[-5]
-                )
             if len(close_prices) >= 15:
-                price_change_15m = self.calculate_price_change(
+                price_change_15m = self.calculate_price_change(current_price, close_prices[-15])
-                    current_price, close_prices[-15]
-                )
 
         # Calculate volume surge
         avg_volume = sum(volumes) / len(volumes) if volumes else current_volume

src/backup/__init__.py

@@ -7,9 +7,9 @@ This module provides:
 - Health monitoring and alerts
 """
 
-from src.backup.exporter import BackupExporter, ExportFormat
-from src.backup.scheduler import BackupScheduler, BackupPolicy
 from src.backup.cloud_storage import CloudStorage, S3Config
+from src.backup.exporter import BackupExporter, ExportFormat
+from src.backup.scheduler import BackupPolicy, BackupScheduler
 
 __all__ = [
     "BackupExporter",

src/backup/cloud_storage.py

@@ -94,7 +94,9 @@ class CloudStorage:
         if metadata:
             extra_args["Metadata"] = metadata
 
-        logger.info("Uploading %s to s3://%s/%s", file_path.name, self.config.bucket_name, object_key)
+        logger.info(
+            "Uploading %s to s3://%s/%s", file_path.name, self.config.bucket_name, object_key
+        )
 
         try:
             self.client.upload_file(

src/backup/exporter.py

@@ -14,14 +14,14 @@ import json
 import logging
 import sqlite3
 from datetime import UTC, datetime
-from enum import Enum
+from enum import StrEnum
 from pathlib import Path
 from typing import Any
 
 logger = logging.getLogger(__name__)
 
 
-class ExportFormat(str, Enum):
+class ExportFormat(StrEnum):
     """Supported export formats."""
 
     JSON = "json"
@@ -103,15 +103,11 @@ class BackupExporter:
         elif fmt == ExportFormat.CSV:
             return self._export_csv(output_dir, timestamp, compress, incremental_since)
         elif fmt == ExportFormat.PARQUET:
-            return self._export_parquet(
+            return self._export_parquet(output_dir, timestamp, compress, incremental_since)
-                output_dir, timestamp, compress, incremental_since
-            )
         else:
             raise ValueError(f"Unsupported format: {fmt}")
 
-    def _get_trades(
+    def _get_trades(self, incremental_since: datetime | None = None) -> list[dict[str, Any]]:
-        self, incremental_since: datetime | None = None
-    ) -> list[dict[str, Any]]:
         """Fetch trades from database.
 
         Args:
@@ -164,9 +160,7 @@ class BackupExporter:
 
         data = {
             "export_timestamp": datetime.now(UTC).isoformat(),
-            "incremental_since": (
+            "incremental_since": (incremental_since.isoformat() if incremental_since else None),
-                incremental_since.isoformat() if incremental_since else None
-            ),
             "record_count": len(trades),
             "trades": trades,
         }
@@ -284,8 +278,7 @@ class BackupExporter:
             import pyarrow.parquet as pq
         except ImportError:
             raise ImportError(
-                "pyarrow is required for Parquet export. "
+                "pyarrow is required for Parquet export. Install with: pip install pyarrow"
-                "Install with: pip install pyarrow"
             )
 
         # Convert to pyarrow table

src/backup/health_monitor.py

@@ -14,14 +14,14 @@ import shutil
 import sqlite3
 from dataclasses import dataclass
 from datetime import UTC, datetime, timedelta
-from enum import Enum
+from enum import StrEnum
 from pathlib import Path
 from typing import Any
 
 logger = logging.getLogger(__name__)
 
 
-class HealthStatus(str, Enum):
+class HealthStatus(StrEnum):
     """Health check status."""
 
     HEALTHY = "healthy"
@@ -137,9 +137,13 @@ class HealthMonitor:
             used_percent = (stat.used / stat.total) * 100
 
             if stat.free < self.min_disk_space_bytes:
+                min_disk_gb = self.min_disk_space_bytes / 1024 / 1024 / 1024
                 return HealthCheckResult(
                     status=HealthStatus.UNHEALTHY,
-                    message=f"Low disk space: {free_gb:.2f} GB free (minimum: {self.min_disk_space_bytes / 1024 / 1024 / 1024:.2f} GB)",
+                    message=(
+                        f"Low disk space: {free_gb:.2f} GB free "
+                        f"(minimum: {min_disk_gb:.2f} GB)"
+                    ),
                     details={
                         "free_gb": free_gb,
                         "total_gb": total_gb,

src/backup/scheduler.py

@@ -12,14 +12,14 @@ import logging
 import shutil
 from dataclasses import dataclass
 from datetime import UTC, datetime, timedelta
-from enum import Enum
+from enum import StrEnum
 from pathlib import Path
 from typing import Any
 
 logger = logging.getLogger(__name__)
 
 
-class BackupPolicy(str, Enum):
+class BackupPolicy(StrEnum):
     """Backup retention policies."""
 
     DAILY = "daily"
@@ -69,9 +69,7 @@ class BackupScheduler:
         for d in [self.daily_dir, self.weekly_dir, self.monthly_dir]:
             d.mkdir(parents=True, exist_ok=True)
 
-    def create_backup(
+    def create_backup(self, policy: BackupPolicy, verify: bool = True) -> BackupMetadata:
-        self, policy: BackupPolicy, verify: bool = True
-    ) -> BackupMetadata:
         """Create a database backup.
 
         Args:
@@ -229,9 +227,7 @@ class BackupScheduler:
 
         return removed
 
-    def list_backups(
+    def list_backups(self, policy: BackupPolicy | None = None) -> list[BackupMetadata]:
-        self, policy: BackupPolicy | None = None
-    ) -> list[BackupMetadata]:
         """List available backups.
 
         Args:

src/brain/cache.py

@@ -13,8 +13,8 @@ import hashlib
 import json
 import logging
 import time
-from dataclasses import dataclass, field
+from dataclasses import dataclass
-from typing import Any, TYPE_CHECKING
+from typing import TYPE_CHECKING, Any
 
 if TYPE_CHECKING:
     from src.brain.gemini_client import TradeDecision
@@ -26,7 +26,7 @@ logger = logging.getLogger(__name__)
 class CacheEntry:
     """Cached decision with metadata."""
 
-    decision: "TradeDecision"
+    decision: TradeDecision
     cached_at: float  # Unix timestamp
     hit_count: int = 0
     market_data_hash: str = ""
@@ -239,9 +239,7 @@ class DecisionCache:
         """
         current_time = time.time()
         expired_keys = [
-            k
+            k for k, v in self._cache.items() if current_time - v.cached_at > self.ttl_seconds
-            for k, v in self._cache.items()
-            if current_time - v.cached_at > self.ttl_seconds
         ]
 
         count = len(expired_keys)

src/brain/context_selector.py

@@ -11,14 +11,14 @@ from __future__ import annotations
 
 from dataclasses import dataclass
 from datetime import UTC, datetime
-from enum import Enum
+from enum import StrEnum
 from typing import Any
 
 from src.context.layer import ContextLayer
 from src.context.store import ContextStore
 
 
-class DecisionType(str, Enum):
+class DecisionType(StrEnum):
     """Type of trading decision being made."""
 
     NORMAL = "normal"  # Regular trade decision
@@ -183,9 +183,7 @@ class ContextSelector:
             ContextLayer.L1_LEGACY,
         ]
 
-        scores = {
+        scores = {layer: self.score_layer_relevance(layer, decision_type) for layer in all_layers}
-            layer: self.score_layer_relevance(layer, decision_type) for layer in all_layers
-        }
 
         # Filter by minimum score
         selected_layers = [layer for layer, score in scores.items() if score >= min_score]

src/brain/gemini_client.py

@@ -25,12 +25,12 @@ from typing import Any
 
 from google import genai
 
-from src.config import Settings
-from src.data.news_api import NewsAPI, NewsSentiment
-from src.data.economic_calendar import EconomicCalendar
-from src.data.market_data import MarketData
 from src.brain.cache import DecisionCache
 from src.brain.prompt_optimizer import PromptOptimizer
+from src.config import Settings
+from src.data.economic_calendar import EconomicCalendar
+from src.data.market_data import MarketData
+from src.data.news_api import NewsAPI, NewsSentiment
 
 logger = logging.getLogger(__name__)
 
@@ -159,16 +159,12 @@ class GeminiClient:
             return ""
 
         # Check for upcoming high-impact events
-        upcoming = self._economic_calendar.get_upcoming_events(
+        upcoming = self._economic_calendar.get_upcoming_events(days_ahead=7, min_impact="HIGH")
-            days_ahead=7, min_impact="HIGH"
-        )
 
         if upcoming.high_impact_count == 0:
             return ""
 
-        lines = [
+        lines = [f"Upcoming High-Impact Events: {upcoming.high_impact_count} in next 7 days"]
-            f"Upcoming High-Impact Events: {upcoming.high_impact_count} in next 7 days"
-        ]
 
         if upcoming.next_major_event is not None:
             event = upcoming.next_major_event
@@ -180,9 +176,7 @@ class GeminiClient:
         # Check for earnings
         earnings_date = self._economic_calendar.get_earnings_date(stock_code)
         if earnings_date is not None:
-            lines.append(
+            lines.append(f"  Earnings: {stock_code} on {earnings_date.strftime('%Y-%m-%d')}")
-                f"  Earnings: {stock_code} on {earnings_date.strftime('%Y-%m-%d')}"
-            )
 
         return "\n".join(lines)
 
@@ -235,9 +229,7 @@ class GeminiClient:
 
         # Add foreigner net if non-zero
         if market_data.get("foreigner_net", 0) != 0:
-            market_info_lines.append(
+            market_info_lines.append(f"Foreigner Net Buy/Sell: {market_data['foreigner_net']}")
-                f"Foreigner Net Buy/Sell: {market_data['foreigner_net']}"
-            )
 
         market_info = "\n".join(market_info_lines)
 
@@ -249,8 +241,7 @@ class GeminiClient:
             market_info += f"\n\n{external_context}"
 
         json_format = (
-            '{"action": "BUY"|"SELL"|"HOLD", '
+            '{"action": "BUY"|"SELL"|"HOLD", "confidence": <int 0-100>, "rationale": "<string>"}'
-            '"confidence": <int 0-100>, "rationale": "<string>"}'
         )
         return (
             f"You are a professional {market_name} trading analyst.\n"
@@ -289,15 +280,12 @@ class GeminiClient:
 
         # Add foreigner net if non-zero
         if market_data.get("foreigner_net", 0) != 0:
-            market_info_lines.append(
+            market_info_lines.append(f"Foreigner Net Buy/Sell: {market_data['foreigner_net']}")
-                f"Foreigner Net Buy/Sell: {market_data['foreigner_net']}"
-            )
 
         market_info = "\n".join(market_info_lines)
 
         json_format = (
-            '{"action": "BUY"|"SELL"|"HOLD", '
+            '{"action": "BUY"|"SELL"|"HOLD", "confidence": <int 0-100>, "rationale": "<string>"}'
-            '"confidence": <int 0-100>, "rationale": "<string>"}'
         )
         return (
             f"You are a professional {market_name} trading analyst.\n"
@@ -339,25 +327,19 @@ class GeminiClient:
             data = json.loads(cleaned)
         except json.JSONDecodeError:
             logger.warning("Malformed JSON from Gemini — defaulting to HOLD")
-            return TradeDecision(
+            return TradeDecision(action="HOLD", confidence=0, rationale="Malformed JSON response")
-                action="HOLD", confidence=0, rationale="Malformed JSON response"
-            )
 
         # Validate required fields
         if not all(k in data for k in ("action", "confidence", "rationale")):
             logger.warning("Missing fields in Gemini response — defaulting to HOLD")
             # Preserve raw text in rationale so prompt_override callers (e.g. pre_market_planner)
             # can extract their own JSON format from decision.rationale (#245)
-            return TradeDecision(
+            return TradeDecision(action="HOLD", confidence=0, rationale=raw)
-                action="HOLD", confidence=0, rationale=raw
-            )
 
         action = str(data["action"]).upper()
         if action not in VALID_ACTIONS:
             logger.warning("Invalid action '%s' from Gemini — defaulting to HOLD", action)
-            return TradeDecision(
+            return TradeDecision(action="HOLD", confidence=0, rationale=f"Invalid action: {action}")
-                action="HOLD", confidence=0, rationale=f"Invalid action: {action}"
-            )
 
         confidence = int(data["confidence"])
         rationale = str(data["rationale"])
@@ -445,9 +427,7 @@ class GeminiClient:
         # not a parsed TradeDecision. Skip parse_response to avoid spurious
         # "Missing fields" warnings and return the raw response directly. (#247)
         if "prompt_override" in market_data:
-            logger.info(
+            logger.info("Gemini raw response received (prompt_override, tokens=%d)", token_count)
-                "Gemini raw response received (prompt_override, tokens=%d)", token_count
-            )
             # Not a trade decision — don't inflate _total_decisions metrics
             return TradeDecision(
                 action="HOLD", confidence=0, rationale=raw, token_count=token_count
@@ -546,9 +526,7 @@ class GeminiClient:
     # Batch Decision Making (for daily trading mode)
     # ------------------------------------------------------------------
 
-    async def decide_batch(
+    async def decide_batch(self, stocks_data: list[dict[str, Any]]) -> dict[str, TradeDecision]:
-        self, stocks_data: list[dict[str, Any]]
-    ) -> dict[str, TradeDecision]:
         """Make decisions for multiple stocks in a single API call.
 
         This is designed for daily trading mode to minimize API usage

src/brain/prompt_optimizer.py

@@ -179,7 +179,8 @@ class PromptOptimizer:
             # Minimal instructions
             prompt = (
                 f"{market_name} trader. Analyze:\n{data_str}\n\n"
-                'Return JSON: {"action":"BUY"|"SELL"|"HOLD","confidence":<0-100>,"rationale":"<text>"}\n'
+                "Return JSON: "
+                '{"action":"BUY"|"SELL"|"HOLD","confidence":<0-100>,"rationale":"<text>"}\n'
                 "Rules: action=BUY/SELL/HOLD, confidence=0-100, rationale=concise. No markdown."
             )
         else:

src/broker/kis_api.py

@@ -103,7 +103,8 @@ class KISBroker:
                 ssl_ctx.verify_mode = ssl.CERT_NONE
                 connector = aiohttp.TCPConnector(ssl=ssl_ctx)
             self._session = aiohttp.ClientSession(
-                timeout=timeout, connector=connector,
+                timeout=timeout,
+                connector=connector,
             )
         return self._session
 
@@ -224,16 +225,12 @@ class KISBroker:
             async with session.get(url, headers=headers, params=params) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"get_orderbook failed ({resp.status}): {text}")
-                        f"get_orderbook failed ({resp.status}): {text}"
-                    )
                 return await resp.json()
         except (TimeoutError, aiohttp.ClientError) as exc:
             raise ConnectionError(f"Network error fetching orderbook: {exc}") from exc
 
-    async def get_current_price(
+    async def get_current_price(self, stock_code: str) -> tuple[float, float, float]:
-        self, stock_code: str
-    ) -> tuple[float, float, float]:
         """Fetch current price data for a domestic stock.
 
         Uses the ``inquire-price`` API (FHKST01010100), which works in both
@@ -265,9 +262,7 @@ class KISBroker:
             async with session.get(url, headers=headers, params=params) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"get_current_price failed ({resp.status}): {text}")
-                        f"get_current_price failed ({resp.status}): {text}"
-                    )
                 data = await resp.json()
                 out = data.get("output", {})
                 return (
@@ -276,9 +271,7 @@ class KISBroker:
                     _f(out.get("frgn_ntby_qty")),
                 )
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error fetching current price: {exc}") from exc
-                f"Network error fetching current price: {exc}"
-            ) from exc
 
     async def get_balance(self) -> dict[str, Any]:
         """Fetch current account balance and holdings."""
@@ -308,9 +301,7 @@ class KISBroker:
             async with session.get(url, headers=headers, params=params) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"get_balance failed ({resp.status}): {text}")
-                        f"get_balance failed ({resp.status}): {text}"
-                    )
                 return await resp.json()
         except (TimeoutError, aiohttp.ClientError) as exc:
             raise ConnectionError(f"Network error fetching balance: {exc}") from exc
@@ -369,9 +360,7 @@ class KISBroker:
             async with session.post(url, headers=headers, json=body) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"send_order failed ({resp.status}): {text}")
-                        f"send_order failed ({resp.status}): {text}"
-                    )
                 data = await resp.json()
                 logger.info(
                     "Order submitted",
@@ -449,9 +438,7 @@ class KISBroker:
             async with session.get(url, headers=headers, params=params) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"fetch_market_rankings failed ({resp.status}): {text}")
-                        f"fetch_market_rankings failed ({resp.status}): {text}"
-                    )
                 data = await resp.json()
 
             # Parse response - output is a list of ranked stocks
@@ -465,14 +452,16 @@ class KISBroker:
 
             rankings = []
             for item in data.get("output", [])[:limit]:
-                rankings.append({
+                rankings.append(
+                    {
                         "stock_code": item.get("stck_shrn_iscd") or item.get("mksc_shrn_iscd", ""),
                         "name": item.get("hts_kor_isnm", ""),
                         "price": _safe_float(item.get("stck_prpr", "0")),
                         "volume": _safe_float(item.get("acml_vol", "0")),
                         "change_rate": _safe_float(item.get("prdy_ctrt", "0")),
                         "volume_increase_rate": _safe_float(item.get("vol_inrt", "0")),
-                })
+                    }
+                )
             return rankings
 
         except (TimeoutError, aiohttp.ClientError) as exc:
@@ -522,9 +511,7 @@ class KISBroker:
                 data = await resp.json()
                 return data.get("output", []) or []
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error fetching domestic pending orders: {exc}") from exc
-                f"Network error fetching domestic pending orders: {exc}"
-            ) from exc
 
     async def cancel_domestic_order(
         self,
@@ -575,14 +562,10 @@ class KISBroker:
             async with session.post(url, headers=headers, json=body) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"cancel_domestic_order failed ({resp.status}): {text}")
-                        f"cancel_domestic_order failed ({resp.status}): {text}"
-                    )
                 return cast(dict[str, Any], await resp.json())
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error cancelling domestic order: {exc}") from exc
-                f"Network error cancelling domestic order: {exc}"
-            ) from exc
 
     async def get_daily_prices(
         self,
@@ -609,6 +592,7 @@ class KISBroker:
 
         # Calculate date range (today and N days ago)
         from datetime import datetime, timedelta
+
         end_date = datetime.now().strftime("%Y%m%d")
         start_date = (datetime.now() - timedelta(days=days + 10)).strftime("%Y%m%d")
 
@@ -627,9 +611,7 @@ class KISBroker:
             async with session.get(url, headers=headers, params=params) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"get_daily_prices failed ({resp.status}): {text}")
-                        f"get_daily_prices failed ({resp.status}): {text}"
-                    )
                 data = await resp.json()
 
             # Parse response
@@ -643,14 +625,16 @@ class KISBroker:
 
             prices = []
             for item in data.get("output2", []):
-                prices.append({
+                prices.append(
+                    {
                         "date": item.get("stck_bsop_date", ""),
                         "open": _safe_float(item.get("stck_oprc", "0")),
                         "high": _safe_float(item.get("stck_hgpr", "0")),
                         "low": _safe_float(item.get("stck_lwpr", "0")),
                         "close": _safe_float(item.get("stck_clpr", "0")),
                         "volume": _safe_float(item.get("acml_vol", "0")),
-                })
+                    }
+                )
 
             # Sort oldest to newest (KIS returns newest first)
             prices.reverse()

src/broker/overseas.py

@@ -56,9 +56,7 @@ class OverseasBroker:
         """
         self._broker = kis_broker
 
-    async def get_overseas_price(
+    async def get_overseas_price(self, exchange_code: str, stock_code: str) -> dict[str, Any]:
-        self, exchange_code: str, stock_code: str
-    ) -> dict[str, Any]:
         """
         Fetch overseas stock price.
 
@@ -89,14 +87,10 @@ class OverseasBroker:
             async with session.get(url, headers=headers, params=params) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"get_overseas_price failed ({resp.status}): {text}")
-                        f"get_overseas_price failed ({resp.status}): {text}"
-                    )
                 return await resp.json()
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error fetching overseas price: {exc}") from exc
-                f"Network error fetching overseas price: {exc}"
-            ) from exc
 
     async def fetch_overseas_rankings(
         self,
@@ -154,9 +148,7 @@ class OverseasBroker:
                             ranking_type,
                         )
                         return []
-                    raise ConnectionError(
+                    raise ConnectionError(f"fetch_overseas_rankings failed ({resp.status}): {text}")
-                        f"fetch_overseas_rankings failed ({resp.status}): {text}"
-                    )
 
                 data = await resp.json()
                 rows = self._extract_ranking_rows(data)
@@ -171,9 +163,7 @@ class OverseasBroker:
                 )
                 return []
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error fetching overseas rankings: {exc}") from exc
-                f"Network error fetching overseas rankings: {exc}"
-            ) from exc
 
     async def get_overseas_balance(self, exchange_code: str) -> dict[str, Any]:
         """
@@ -193,9 +183,7 @@ class OverseasBroker:
 
         # TR_ID: 실전 TTTS3012R, 모의 VTTS3012R
         # Source: 한국투자증권 오픈API 전체문서 (20260221) — '해외주식 잔고조회' 시트
-        balance_tr_id = (
+        balance_tr_id = "TTTS3012R" if self._broker._settings.MODE == "live" else "VTTS3012R"
-            "TTTS3012R" if self._broker._settings.MODE == "live" else "VTTS3012R"
-        )
         headers = await self._broker._auth_headers(balance_tr_id)
         params = {
             "CANO": self._broker._account_no,
@@ -205,22 +193,16 @@ class OverseasBroker:
             "CTX_AREA_FK200": "",
             "CTX_AREA_NK200": "",
         }
-        url = (
+        url = f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/inquire-balance"
-            f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/inquire-balance"
-        )
 
         try:
             async with session.get(url, headers=headers, params=params) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"get_overseas_balance failed ({resp.status}): {text}")
-                        f"get_overseas_balance failed ({resp.status}): {text}"
-                    )
                 return await resp.json()
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error fetching overseas balance: {exc}") from exc
-                f"Network error fetching overseas balance: {exc}"
-            ) from exc
 
     async def get_overseas_buying_power(
         self,
@@ -247,9 +229,7 @@ class OverseasBroker:
 
         # TR_ID: 실전 TTTS3007R, 모의 VTTS3007R
         # Source: 한국투자증권 오픈API 전체문서 (20260221) — '해외주식 매수가능금액조회' 시트
-        ps_tr_id = (
+        ps_tr_id = "TTTS3007R" if self._broker._settings.MODE == "live" else "VTTS3007R"
-            "TTTS3007R" if self._broker._settings.MODE == "live" else "VTTS3007R"
-        )
         headers = await self._broker._auth_headers(ps_tr_id)
         params = {
             "CANO": self._broker._account_no,
@@ -258,9 +238,7 @@ class OverseasBroker:
             "OVRS_ORD_UNPR": f"{price:.2f}",
             "ITEM_CD": stock_code,
         }
-        url = (
+        url = f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/inquire-psamount"
-            f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/inquire-psamount"
-        )
 
         try:
             async with session.get(url, headers=headers, params=params) as resp:
@@ -271,9 +249,7 @@ class OverseasBroker:
                     )
                 return await resp.json()
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error fetching overseas buying power: {exc}") from exc
-                f"Network error fetching overseas buying power: {exc}"
-            ) from exc
 
     async def send_overseas_order(
         self,
@@ -330,9 +306,7 @@ class OverseasBroker:
             async with session.post(url, headers=headers, json=body) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"send_overseas_order failed ({resp.status}): {text}")
-                        f"send_overseas_order failed ({resp.status}): {text}"
-                    )
                 data = await resp.json()
                 rt_cd = data.get("rt_cd", "")
                 msg1 = data.get("msg1", "")
@@ -357,13 +331,9 @@ class OverseasBroker:
                     )
                 return data
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error sending overseas order: {exc}") from exc
-                f"Network error sending overseas order: {exc}"
-            ) from exc
 
-    async def get_overseas_pending_orders(
+    async def get_overseas_pending_orders(self, exchange_code: str) -> list[dict[str, Any]]:
-        self, exchange_code: str
-    ) -> list[dict[str, Any]]:
         """Fetch unfilled (pending) overseas orders for a given exchange.
 
         Args:
@@ -379,9 +349,7 @@ class OverseasBroker:
             ConnectionError: On network or API errors (live mode only).
         """
         if self._broker._settings.MODE != "live":
-            logger.debug(
+            logger.debug("Pending orders API (TTTS3018R) not supported in paper mode; returning []")
-                "Pending orders API (TTTS3018R) not supported in paper mode; returning []"
-            )
             return []
 
         await self._broker._rate_limiter.acquire()
@@ -398,9 +366,7 @@ class OverseasBroker:
             "CTX_AREA_FK200": "",
             "CTX_AREA_NK200": "",
         }
-        url = (
+        url = f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/inquire-nccs"
-            f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/inquire-nccs"
-        )
 
         try:
             async with session.get(url, headers=headers, params=params) as resp:
@@ -415,9 +381,7 @@ class OverseasBroker:
                     return output
                 return []
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error fetching pending orders: {exc}") from exc
-                f"Network error fetching pending orders: {exc}"
-            ) from exc
 
     async def cancel_overseas_order(
         self,
@@ -469,22 +433,16 @@ class OverseasBroker:
         headers = await self._broker._auth_headers(tr_id)
         headers["hashkey"] = hash_key
 
-        url = (
+        url = f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/order-rvsecncl"
-            f"{self._broker._base_url}/uapi/overseas-stock/v1/trading/order-rvsecncl"
-        )
 
         try:
             async with session.post(url, headers=headers, json=body) as resp:
                 if resp.status != 200:
                     text = await resp.text()
-                    raise ConnectionError(
+                    raise ConnectionError(f"cancel_overseas_order failed ({resp.status}): {text}")
-                        f"cancel_overseas_order failed ({resp.status}): {text}"
-                    )
                 return await resp.json()
         except (TimeoutError, aiohttp.ClientError) as exc:
-            raise ConnectionError(
+            raise ConnectionError(f"Network error cancelling overseas order: {exc}") from exc
-                f"Network error cancelling overseas order: {exc}"
-            ) from exc
 
     def _get_currency_code(self, exchange_code: str) -> str:
         """

src/config.py

@@ -60,7 +60,16 @@ class Settings(BaseSettings):
     # This value is used as a fallback when the balance API returns 0 in paper mode.
     PAPER_OVERSEAS_CASH: float = Field(default=50000.0, ge=0.0)
     USD_BUFFER_MIN: float = Field(default=1000.0, ge=0.0)
+    US_MIN_PRICE: float = Field(default=5.0, ge=0.0)
+    STAGED_EXIT_BE_ARM_PCT: float = Field(default=1.2, gt=0.0, le=30.0)
+    STAGED_EXIT_ARM_PCT: float = Field(default=3.0, gt=0.0, le=100.0)
+    STOPLOSS_REENTRY_COOLDOWN_MINUTES: int = Field(default=120, ge=1, le=1440)
+    KR_ATR_STOP_MULTIPLIER_K: float = Field(default=2.0, ge=0.1, le=10.0)
+    KR_ATR_STOP_MIN_PCT: float = Field(default=-2.0, le=0.0)
+    KR_ATR_STOP_MAX_PCT: float = Field(default=-7.0, le=0.0)
     OVERNIGHT_EXCEPTION_ENABLED: bool = True
+    SESSION_RISK_RELOAD_ENABLED: bool = True
+    SESSION_RISK_PROFILES_JSON: str = "{}"
 
     # Trading frequency mode (daily = batch API calls, realtime = per-stock calls)
     TRADE_MODE: str = Field(default="daily", pattern="^(daily|realtime)$")
@@ -69,6 +78,8 @@ class Settings(BaseSettings):
     ORDER_BLACKOUT_ENABLED: bool = True
     ORDER_BLACKOUT_WINDOWS_KST: str = "23:30-00:10"
     ORDER_BLACKOUT_QUEUE_MAX: int = Field(default=500, ge=10, le=5000)
+    BLACKOUT_RECOVERY_PRICE_REVALIDATION_ENABLED: bool = True
+    BLACKOUT_RECOVERY_MAX_PRICE_DRIFT_PCT: float = Field(default=5.0, ge=0.0, le=100.0)
 
     # Pre-Market Planner
     PRE_MARKET_MINUTES: int = Field(default=30, ge=10, le=120)
@@ -113,12 +124,8 @@ class Settings(BaseSettings):
     OVERSEAS_RANKING_ENABLED: bool = True
     OVERSEAS_RANKING_FLUCT_TR_ID: str = "HHDFS76290000"
     OVERSEAS_RANKING_VOLUME_TR_ID: str = "HHDFS76270000"
-    OVERSEAS_RANKING_FLUCT_PATH: str = (
+    OVERSEAS_RANKING_FLUCT_PATH: str = "/uapi/overseas-stock/v1/ranking/updown-rate"
-        "/uapi/overseas-stock/v1/ranking/updown-rate"
+    OVERSEAS_RANKING_VOLUME_PATH: str = "/uapi/overseas-stock/v1/ranking/volume-surge"
-    )
-    OVERSEAS_RANKING_VOLUME_PATH: str = (
-        "/uapi/overseas-stock/v1/ranking/volume-surge"
-    )
 
     # Dashboard (optional)
     DASHBOARD_ENABLED: bool = False

src/context/aggregator.py

@@ -222,9 +222,7 @@ class ContextAggregator:
 
         total_pnl = 0.0
         for month in months:
-            monthly_pnl = self.store.get_context(
+            monthly_pnl = self.store.get_context(ContextLayer.L4_MONTHLY, month, "monthly_pnl")
-                ContextLayer.L4_MONTHLY, month, "monthly_pnl"
-            )
             if monthly_pnl is not None:
                 total_pnl += monthly_pnl
 
@@ -251,9 +249,7 @@ class ContextAggregator:
             if quarterly_pnl is not None:
                 total_pnl += quarterly_pnl
 
-        self.store.set_context(
+        self.store.set_context(ContextLayer.L2_ANNUAL, year, "annual_pnl", round(total_pnl, 2))
-            ContextLayer.L2_ANNUAL, year, "annual_pnl", round(total_pnl, 2)
-        )
 
     def aggregate_legacy_from_annual(self) -> None:
         """Aggregate L1 (legacy) context from all L2 (annual) data."""
@@ -280,9 +276,7 @@ class ContextAggregator:
             self.store.set_context(
                 ContextLayer.L1_LEGACY, "LEGACY", "total_pnl", round(total_pnl, 2)
             )
-            self.store.set_context(
+            self.store.set_context(ContextLayer.L1_LEGACY, "LEGACY", "years_traded", years_traded)
-                ContextLayer.L1_LEGACY, "LEGACY", "years_traded", years_traded
-            )
             self.store.set_context(
                 ContextLayer.L1_LEGACY,
                 "LEGACY",

src/context/layer.py

@@ -3,10 +3,10 @@
 from __future__ import annotations
 
 from dataclasses import dataclass
-from enum import Enum
+from enum import StrEnum
 
 
-class ContextLayer(str, Enum):
+class ContextLayer(StrEnum):
     """7-tier context hierarchy from real-time to generational."""
 
     L1_LEGACY = "L1_LEGACY"  # Cumulative/generational wisdom

src/context/summarizer.py

@@ -9,7 +9,7 @@ This module summarizes old context data instead of including raw details:
 from __future__ import annotations
 
 from dataclasses import dataclass
-from datetime import UTC, datetime, timedelta
+from datetime import UTC, datetime
 from typing import Any
 
 from src.context.layer import ContextLayer

src/core/kill_switch.py

@@ -11,8 +11,9 @@ Order is fixed:
 from __future__ import annotations
 
 import inspect
+from collections.abc import Awaitable, Callable
 from dataclasses import dataclass, field
-from typing import Any, Awaitable, Callable
+from typing import Any
 
 StepCallable = Callable[[], Any | Awaitable[Any]]
 

src/core/order_policy.py

@@ -15,7 +15,7 @@ from src.markets.schedule import MarketInfo
 _LOW_LIQUIDITY_SESSIONS = {"NXT_AFTER", "US_PRE", "US_DAY", "US_AFTER"}
 
 
-class OrderPolicyRejected(Exception):
+class OrderPolicyRejectedError(Exception):
     """Raised when an order violates session policy."""
 
     def __init__(self, message: str, *, session_id: str, market_code: str) -> None:
@@ -61,7 +61,9 @@ def classify_session_id(market: MarketInfo, now: datetime | None = None) -> str:
 
 def get_session_info(market: MarketInfo, now: datetime | None = None) -> SessionInfo:
     session_id = classify_session_id(market, now)
-    return SessionInfo(session_id=session_id, is_low_liquidity=session_id in _LOW_LIQUIDITY_SESSIONS)
+    return SessionInfo(
+        session_id=session_id, is_low_liquidity=session_id in _LOW_LIQUIDITY_SESSIONS
+    )
 
 
 def validate_order_policy(
@@ -76,7 +78,7 @@ def validate_order_policy(
 
     is_market_order = price <= 0
     if info.is_low_liquidity and is_market_order:
-        raise OrderPolicyRejected(
+        raise OrderPolicyRejectedError(
             f"Market order is forbidden in low-liquidity session ({info.session_id})",
             session_id=info.session_id,
             market_code=market.code,
@@ -84,10 +86,14 @@ def validate_order_policy(
 
     # Guard against accidental unsupported actions.
     if order_type not in {"BUY", "SELL"}:
-        raise OrderPolicyRejected(
+        raise OrderPolicyRejectedError(
             f"Unsupported order_type={order_type}",
             session_id=info.session_id,
             market_code=market.code,
         )
 
     return info
+
+
+# Backward compatibility alias
+OrderPolicyRejected = OrderPolicyRejectedError

src/core/priority_queue.py

@@ -28,9 +28,7 @@ class PriorityTask:
     # Task data not used in comparison
     task_id: str = field(compare=False)
     task_data: dict[str, Any] = field(compare=False, default_factory=dict)
-    callback: Callable[[], Coroutine[Any, Any, Any]] | None = field(
+    callback: Callable[[], Coroutine[Any, Any, Any]] | None = field(compare=False, default=None)
-        compare=False, default=None
-    )
 
 
 @dataclass

src/core/risk_manager.py

@@ -25,7 +25,7 @@ class CircuitBreakerTripped(SystemExit):
         )
 
 
-class FatFingerRejected(Exception):
+class FatFingerRejectedError(Exception):
     """Raised when an order exceeds the maximum allowed proportion of cash."""
 
     def __init__(self, order_amount: float, total_cash: float, max_pct: float) -> None:
@@ -61,7 +61,7 @@ class RiskManager:
     def check_fat_finger(self, order_amount: float, total_cash: float) -> None:
         """Reject orders that exceed the maximum proportion of available cash."""
         if total_cash <= 0:
-            raise FatFingerRejected(order_amount, total_cash, self._ff_max_pct)
+            raise FatFingerRejectedError(order_amount, total_cash, self._ff_max_pct)
 
         ratio_pct = (order_amount / total_cash) * 100
         if ratio_pct > self._ff_max_pct:
@@ -69,7 +69,7 @@ class RiskManager:
                 "Fat finger check failed",
                 extra={"order_amount": order_amount},
             )
-            raise FatFingerRejected(order_amount, total_cash, self._ff_max_pct)
+            raise FatFingerRejectedError(order_amount, total_cash, self._ff_max_pct)
 
     def validate_order(
         self,
@@ -81,3 +81,7 @@ class RiskManager:
         self.check_circuit_breaker(current_pnl_pct)
         self.check_fat_finger(order_amount, total_cash)
         logger.info("Order passed risk validation")
+
+
+# Backward compatibility alias
+FatFingerRejected = FatFingerRejectedError

src/dashboard/app.py

@@ -5,7 +5,7 @@ from __future__ import annotations
 import json
 import os
 import sqlite3
-from datetime import UTC, datetime, timezone
+from datetime import UTC, datetime
 from pathlib import Path
 from typing import Any
 
@@ -188,10 +188,7 @@ def create_dashboard_app(db_path: str, mode: str = "paper") -> FastAPI:
                 return {
                     "market": "all",
                     "combined": combined,
-                    "by_market": [
+                    "by_market": [_row_to_performance(row) for row in by_market_rows],
-                        _row_to_performance(row)
-                        for row in by_market_rows
-                    ],
                 }
 
             row = conn.execute(
@@ -401,7 +398,7 @@ def create_dashboard_app(db_path: str, mode: str = "paper") -> FastAPI:
                 """
             ).fetchall()
 
-            now = datetime.now(timezone.utc)
+            now = datetime.now(UTC)
             positions = []
             for row in rows:
                 entry_time_str = row["entry_time"]

src/data/economic_calendar.py

@@ -9,7 +9,6 @@ from __future__ import annotations
 import logging
 from dataclasses import dataclass
 from datetime import datetime, timedelta
-from typing import Any
 
 logger = logging.getLogger(__name__)
 

src/db.py

@@ -109,6 +109,7 @@ def init_db(db_path: str) -> sqlite3.Connection:
             stock_code TEXT NOT NULL,
             market TEXT NOT NULL,
             exchange_code TEXT NOT NULL,
+            session_id TEXT DEFAULT 'UNKNOWN',
             action TEXT NOT NULL,
             confidence INTEGER NOT NULL,
             rationale TEXT NOT NULL,
@@ -121,6 +122,26 @@ def init_db(db_path: str) -> sqlite3.Connection:
         )
         """
     )
+    decision_columns = {
+        row[1] for row in conn.execute("PRAGMA table_info(decision_logs)").fetchall()
+    }
+    if "session_id" not in decision_columns:
+        conn.execute("ALTER TABLE decision_logs ADD COLUMN session_id TEXT DEFAULT 'UNKNOWN'")
+        conn.execute(
+            """
+            UPDATE decision_logs
+            SET session_id = 'UNKNOWN'
+            WHERE session_id IS NULL OR session_id = ''
+            """
+        )
+    if "outcome_pnl" not in decision_columns:
+        conn.execute("ALTER TABLE decision_logs ADD COLUMN outcome_pnl REAL")
+    if "outcome_accuracy" not in decision_columns:
+        conn.execute("ALTER TABLE decision_logs ADD COLUMN outcome_accuracy INTEGER")
+    if "reviewed" not in decision_columns:
+        conn.execute("ALTER TABLE decision_logs ADD COLUMN reviewed INTEGER DEFAULT 0")
+    if "review_notes" not in decision_columns:
+        conn.execute("ALTER TABLE decision_logs ADD COLUMN review_notes TEXT")
 
     conn.execute(
         """
@@ -163,9 +184,7 @@ def init_db(db_path: str) -> sqlite3.Connection:
     conn.execute(
         "CREATE INDEX IF NOT EXISTS idx_decision_logs_timestamp ON decision_logs(timestamp)"
     )
-    conn.execute(
+    conn.execute("CREATE INDEX IF NOT EXISTS idx_decision_logs_reviewed ON decision_logs(reviewed)")
-        "CREATE INDEX IF NOT EXISTS idx_decision_logs_reviewed ON decision_logs(reviewed)"
-    )
     conn.execute(
         "CREATE INDEX IF NOT EXISTS idx_decision_logs_confidence ON decision_logs(confidence)"
     )
@@ -290,9 +309,34 @@ def _resolve_session_id(*, market: str, session_id: str | None) -> str:
 
 
 def get_latest_buy_trade(
-    conn: sqlite3.Connection, stock_code: str, market: str
+    conn: sqlite3.Connection,
+    stock_code: str,
+    market: str,
+    exchange_code: str | None = None,
 ) -> dict[str, Any] | None:
     """Fetch the most recent BUY trade for a stock and market."""
+    if exchange_code:
+        cursor = conn.execute(
+            """
+            SELECT decision_id, price, quantity
+            FROM trades
+            WHERE stock_code = ?
+              AND market = ?
+              AND action = 'BUY'
+              AND decision_id IS NOT NULL
+              AND (
+                  exchange_code = ?
+                  OR exchange_code IS NULL
+                  OR exchange_code = ''
+              )
+            ORDER BY
+              CASE WHEN exchange_code = ? THEN 0 ELSE 1 END,
+              timestamp DESC
+            LIMIT 1
+            """,
+            (stock_code, market, exchange_code, exchange_code),
+        )
+    else:
         cursor = conn.execute(
             """
             SELECT decision_id, price, quantity
@@ -334,9 +378,7 @@ def get_open_position(
     return {"decision_id": row[1], "price": row[2], "quantity": row[3], "timestamp": row[4]}
 
 
-def get_recent_symbols(
+def get_recent_symbols(conn: sqlite3.Connection, market: str, limit: int = 30) -> list[str]:
-    conn: sqlite3.Connection, market: str, limit: int = 30
-) -> list[str]:
     """Return recent unique symbols for a market, newest first."""
     cursor = conn.execute(
         """

src/evolution/ab_test.py

@@ -90,9 +90,7 @@ class ABTester:
         sharpe_ratio = None
         if len(pnls) > 1:
             mean_return = avg_pnl
-            std_return = (
+            std_return = (sum((p - mean_return) ** 2 for p in pnls) / (len(pnls) - 1)) ** 0.5
-                sum((p - mean_return) ** 2 for p in pnls) / (len(pnls) - 1)
-            ) ** 0.5
             if std_return > 0:
                 sharpe_ratio = mean_return / std_return
 
@@ -198,8 +196,7 @@ class ABTester:
 
         if meets_criteria:
             logger.info(
-                "Strategy '%s' meets deployment criteria: "
+                "Strategy '%s' meets deployment criteria: win_rate=%.2f%%, trades=%d, avg_pnl=%.2f",
-                "win_rate=%.2f%%, trades=%d, avg_pnl=%.2f",
                 result.winner,
                 winning_perf.win_rate,
                 winning_perf.total_trades,

src/evolution/daily_review.py

@@ -60,9 +60,7 @@ class DailyReviewer:
             if isinstance(scenario_match, dict) and scenario_match:
                 matched += 1
         scenario_match_rate = (
-            round((matched / total_decisions) * 100, 2)
+            round((matched / total_decisions) * 100, 2) if total_decisions else 0.0
-            if total_decisions
-            else 0.0
         )
 
         trade_stats = self._conn.execute(

src/evolution/optimizer.py

@@ -9,6 +9,7 @@ This module:
 
 from __future__ import annotations
 
+import ast
 import json
 import logging
 import sqlite3
@@ -28,24 +29,24 @@ from src.logging.decision_logger import DecisionLogger
 logger = logging.getLogger(__name__)
 
 STRATEGIES_DIR = Path("src/strategies")
-STRATEGY_TEMPLATE = textwrap.dedent("""\
+STRATEGY_TEMPLATE = """\
-    \"\"\"Auto-generated strategy: {name}
+\"\"\"Auto-generated strategy: {name}
 
-    Generated at: {timestamp}
+Generated at: {timestamp}
-    Rationale: {rationale}
+Rationale: {rationale}
-    \"\"\"
+\"\"\"
 
-    from __future__ import annotations
+from __future__ import annotations
-    from typing import Any
+from typing import Any
-    from src.strategies.base import BaseStrategy
+from src.strategies.base import BaseStrategy
 
 
-    class {class_name}(BaseStrategy):
+class {class_name}(BaseStrategy):
     \"\"\"Strategy: {name}\"\"\"
 
     def evaluate(self, market_data: dict[str, Any]) -> dict[str, Any]:
-            {body}
+{body}
-""")
+"""
 
 
 class EvolutionOptimizer:
@@ -79,7 +80,8 @@ class EvolutionOptimizer:
         # Convert to dict format for analysis
         failures = []
         for decision in losing_decisions:
-            failures.append({
+            failures.append(
+                {
                     "decision_id": decision.decision_id,
                     "timestamp": decision.timestamp,
                     "stock_code": decision.stock_code,
@@ -92,13 +94,12 @@ class EvolutionOptimizer:
                     "outcome_accuracy": decision.outcome_accuracy,
                     "context_snapshot": decision.context_snapshot,
                     "input_data": decision.input_data,
-            })
+                }
+            )
 
         return failures
 
-    def identify_failure_patterns(
+    def identify_failure_patterns(self, failures: list[dict[str, Any]]) -> dict[str, Any]:
-        self, failures: list[dict[str, Any]]
-    ) -> dict[str, Any]:
         """Identify patterns in losing decisions.
 
         Analyzes:
@@ -142,12 +143,8 @@ class EvolutionOptimizer:
             total_confidence += failure.get("confidence", 0)
             total_loss += failure.get("outcome_pnl", 0.0)
 
-        patterns["avg_confidence"] = (
+        patterns["avg_confidence"] = round(total_confidence / len(failures), 2) if failures else 0.0
-            round(total_confidence / len(failures), 2) if failures else 0.0
+        patterns["avg_loss"] = round(total_loss / len(failures), 2) if failures else 0.0
-        )
-        patterns["avg_loss"] = (
-            round(total_loss / len(failures), 2) if failures else 0.0
-        )
 
         # Convert Counters to regular dicts for JSON serialization
         patterns["markets"] = dict(patterns["markets"])
@@ -196,7 +193,8 @@ class EvolutionOptimizer:
 
         prompt = (
             "You are a quantitative trading strategy developer.\n"
-            "Analyze these failed trades and their patterns, then generate an improved strategy.\n\n"
+            "Analyze these failed trades and their patterns, "
+            "then generate an improved strategy.\n\n"
             f"Failure Patterns:\n{json.dumps(patterns, indent=2)}\n\n"
             f"Sample Failed Trades (first 5):\n"
             f"{json.dumps(failures[:5], indent=2, default=str)}\n\n"
@@ -213,7 +211,8 @@ class EvolutionOptimizer:
 
         try:
             response = await self._client.aio.models.generate_content(
-                model=self._model_name, contents=prompt,
+                model=self._model_name,
+                contents=prompt,
             )
             body = response.text.strip()
         except Exception as exc:
@@ -235,7 +234,8 @@ class EvolutionOptimizer:
         file_path = STRATEGIES_DIR / file_name
 
         # Indent the body for the class method
-        indented_body = textwrap.indent(body, "            ")
+        normalized_body = textwrap.dedent(body).strip()
+        indented_body = textwrap.indent(normalized_body, "            ")
 
         # Generate rationale from patterns
         rationale = f"Auto-evolved from {len(failures)} failures. "
@@ -247,9 +247,16 @@ class EvolutionOptimizer:
             timestamp=datetime.now(UTC).isoformat(),
             rationale=rationale,
             class_name=class_name,
-            body=indented_body.strip(),
+            body=indented_body.rstrip(),
         )
 
+        try:
+            parsed = ast.parse(content, filename=str(file_path))
+            compile(parsed, filename=str(file_path), mode="exec")
+        except SyntaxError as exc:
+            logger.warning("Generated strategy failed syntax validation: %s", exc)
+            return None
+
         file_path.write_text(content)
         logger.info("Generated strategy file: %s", file_path)
         return file_path
@@ -271,9 +278,7 @@ class EvolutionOptimizer:
             logger.info("Strategy validation PASSED")
             return True
         else:
-            logger.warning(
+            logger.warning("Strategy validation FAILED:\n%s", result.stdout + result.stderr)
-                "Strategy validation FAILED:\n%s", result.stdout + result.stderr
-            )
             # Clean up failing strategy
             strategy_path.unlink(missing_ok=True)
             return False

src/evolution/performance_tracker.py

@@ -187,9 +187,7 @@ class PerformanceTracker:
 
         return metrics
 
-    def calculate_improvement_trend(
+    def calculate_improvement_trend(self, metrics_history: list[StrategyMetrics]) -> dict[str, Any]:
-        self, metrics_history: list[StrategyMetrics]
-    ) -> dict[str, Any]:
         """Calculate improvement trend from historical metrics.
 
         Args:
@@ -229,9 +227,7 @@ class PerformanceTracker:
             "period_count": len(metrics_history),
         }
 
-    def generate_dashboard(
+    def generate_dashboard(self, strategy_name: str | None = None) -> PerformanceDashboard:
-        self, strategy_name: str | None = None
-    ) -> PerformanceDashboard:
         """Generate a comprehensive performance dashboard.
 
         Args:
@@ -260,9 +256,7 @@ class PerformanceTracker:
             improvement_trend=improvement_trend,
         )
 
-    def export_dashboard_json(
+    def export_dashboard_json(self, dashboard: PerformanceDashboard) -> str:
-        self, dashboard: PerformanceDashboard
-    ) -> str:
         """Export dashboard as JSON string.
 
         Args:

src/logging/decision_logger.py

@@ -19,6 +19,7 @@ class DecisionLog:
     stock_code: str
     market: str
     exchange_code: str
+    session_id: str
     action: str
     confidence: int
     rationale: str
@@ -47,6 +48,7 @@ class DecisionLogger:
         rationale: str,
         context_snapshot: dict[str, Any],
         input_data: dict[str, Any],
+        session_id: str | None = None,
     ) -> str:
         """Log a trading decision with full context.
 
@@ -59,20 +61,22 @@ class DecisionLogger:
             rationale: Reasoning for the decision
             context_snapshot: L1-L7 context snapshot at decision time
             input_data: Market data inputs (price, volume, orderbook, etc.)
+            session_id: Runtime session identifier
 
         Returns:
             decision_id: Unique identifier for this decision
         """
         decision_id = str(uuid.uuid4())
         timestamp = datetime.now(UTC).isoformat()
+        resolved_session = session_id or "UNKNOWN"
 
         self.conn.execute(
             """
             INSERT INTO decision_logs (
                 decision_id, timestamp, stock_code, market, exchange_code,
-                action, confidence, rationale, context_snapshot, input_data
+                session_id, action, confidence, rationale, context_snapshot, input_data
             )
-            VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+            VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
             """,
             (
                 decision_id,
@@ -80,6 +84,7 @@ class DecisionLogger:
                 stock_code,
                 market,
                 exchange_code,
+                resolved_session,
                 action,
                 confidence,
                 rationale,
@@ -106,7 +111,7 @@ class DecisionLogger:
         query = """
             SELECT
                 decision_id, timestamp, stock_code, market, exchange_code,
-                action, confidence, rationale, context_snapshot, input_data,
+                session_id, action, confidence, rationale, context_snapshot, input_data,
                 outcome_pnl, outcome_accuracy, reviewed, review_notes
             FROM decision_logs
             WHERE reviewed = 0 AND confidence >= ?
@@ -135,9 +140,7 @@ class DecisionLogger:
         )
         self.conn.commit()
 
-    def update_outcome(
+    def update_outcome(self, decision_id: str, pnl: float, accuracy: int) -> None:
-        self, decision_id: str, pnl: float, accuracy: int
-    ) -> None:
         """Update the outcome of a decision after trade execution.
 
         Args:
@@ -168,7 +171,7 @@ class DecisionLogger:
             """
             SELECT
                 decision_id, timestamp, stock_code, market, exchange_code,
-                action, confidence, rationale, context_snapshot, input_data,
+                session_id, action, confidence, rationale, context_snapshot, input_data,
                 outcome_pnl, outcome_accuracy, reviewed, review_notes
             FROM decision_logs
             WHERE decision_id = ?
@@ -196,7 +199,7 @@ class DecisionLogger:
             """
             SELECT
                 decision_id, timestamp, stock_code, market, exchange_code,
-                action, confidence, rationale, context_snapshot, input_data,
+                session_id, action, confidence, rationale, context_snapshot, input_data,
                 outcome_pnl, outcome_accuracy, reviewed, review_notes
             FROM decision_logs
             WHERE confidence >= ?
@@ -223,13 +226,14 @@ class DecisionLogger:
             stock_code=row[2],
             market=row[3],
             exchange_code=row[4],
-            action=row[5],
+            session_id=row[5] or "UNKNOWN",
-            confidence=row[6],
+            action=row[6],
-            rationale=row[7],
+            confidence=row[7],
-            context_snapshot=json.loads(row[8]),
+            rationale=row[8],
-            input_data=json.loads(row[9]),
+            context_snapshot=json.loads(row[9]),
-            outcome_pnl=row[10],
+            input_data=json.loads(row[10]),
-            outcome_accuracy=row[11],
+            outcome_pnl=row[11],
-            reviewed=bool(row[12]),
+            outcome_accuracy=row[12],
-            review_notes=row[13],
+            reviewed=bool(row[13]),
+            review_notes=row[14],
         )

src/markets/schedule.py

@@ -211,9 +211,7 @@ def get_open_markets(
         return is_market_open(market, now)
 
     open_markets = [
-        MARKETS[code]
+        MARKETS[code] for code in enabled_markets if code in MARKETS and is_available(MARKETS[code])
-        for code in enabled_markets
-        if code in MARKETS and is_available(MARKETS[code])
     ]
 
     return sorted(open_markets, key=lambda m: m.code)
@@ -282,9 +280,7 @@ def get_next_market_open(
         # Calculate next open time for this market
         for days_ahead in range(7):  # Check next 7 days
             check_date = market_now.date() + timedelta(days=days_ahead)
-            check_datetime = datetime.combine(
+            check_datetime = datetime.combine(check_date, market.open_time, tzinfo=market.timezone)
-                check_date, market.open_time, tzinfo=market.timezone
-            )
 
             # Skip weekends
             if check_datetime.weekday() >= 5:

src/notifications/telegram_client.py

@@ -4,7 +4,7 @@ import asyncio
 import logging
 import time
 from collections.abc import Awaitable, Callable
-from dataclasses import dataclass, fields
+from dataclasses import dataclass
 from enum import Enum
 from typing import ClassVar
 
@@ -136,14 +136,14 @@ class TelegramClient:
         self._enabled = enabled
         self._rate_limiter = LeakyBucket(rate=rate_limit)
         self._session: aiohttp.ClientSession | None = None
-        self._filter = notification_filter if notification_filter is not None else NotificationFilter()
+        self._filter = (
+            notification_filter if notification_filter is not None else NotificationFilter()
+        )
 
         if not enabled:
             logger.info("Telegram notifications disabled via configuration")
         elif bot_token is None or chat_id is None:
-            logger.warning(
+            logger.warning("Telegram notifications disabled (missing bot_token or chat_id)")
-                "Telegram notifications disabled (missing bot_token or chat_id)"
-            )
             self._enabled = False
         else:
             logger.info("Telegram notifications enabled for chat_id=%s", chat_id)
@@ -209,14 +209,12 @@ class TelegramClient:
             async with session.post(url, json=payload) as resp:
                 if resp.status != 200:
                     error_text = await resp.text()
-                    logger.error(
+                    logger.error("Telegram API error (status=%d): %s", resp.status, error_text)
-                        "Telegram API error (status=%d): %s", resp.status, error_text
-                    )
                     return False
                 logger.debug("Telegram message sent: %s", text[:50])
                 return True
 
-        except asyncio.TimeoutError:
+        except TimeoutError:
             logger.error("Telegram message timeout")
             return False
         except aiohttp.ClientError as exc:
@@ -305,9 +303,7 @@ class TelegramClient:
             NotificationMessage(priority=NotificationPriority.LOW, message=message)
         )
 
-    async def notify_circuit_breaker(
+    async def notify_circuit_breaker(self, pnl_pct: float, threshold: float) -> None:
-        self, pnl_pct: float, threshold: float
-    ) -> None:
         """
         Notify circuit breaker activation.
 
@@ -354,9 +350,7 @@ class TelegramClient:
             NotificationMessage(priority=NotificationPriority.HIGH, message=message)
         )
 
-    async def notify_system_start(
+    async def notify_system_start(self, mode: str, enabled_markets: list[str]) -> None:
-        self, mode: str, enabled_markets: list[str]
-    ) -> None:
         """
         Notify system startup.
 
@@ -369,9 +363,7 @@ class TelegramClient:
         mode_emoji = "📝" if mode == "paper" else "💰"
         markets_str = ", ".join(enabled_markets)
         message = (
-            f"<b>{mode_emoji} System Started</b>\n"
+            f"<b>{mode_emoji} System Started</b>\nMode: {mode.upper()}\nMarkets: {markets_str}"
-            f"Mode: {mode.upper()}\n"
-            f"Markets: {markets_str}"
         )
         await self._send_notification(
             NotificationMessage(priority=NotificationPriority.MEDIUM, message=message)
@@ -445,11 +437,7 @@ class TelegramClient:
         """
         if not self._filter.playbook:
             return
-        message = (
+        message = f"<b>Playbook Failed</b>\nMarket: {market}\nReason: {reason[:200]}"
-            f"<b>Playbook Failed</b>\n"
-            f"Market: {market}\n"
-            f"Reason: {reason[:200]}"
-        )
         await self._send_notification(
             NotificationMessage(priority=NotificationPriority.HIGH, message=message)
         )
@@ -469,9 +457,7 @@ class TelegramClient:
             if "circuit breaker" in reason.lower()
             else NotificationPriority.MEDIUM
         )
-        await self._send_notification(
+        await self._send_notification(NotificationMessage(priority=priority, message=message))
-            NotificationMessage(priority=priority, message=message)
-        )
 
     async def notify_unfilled_order(
         self,
@@ -496,11 +482,7 @@ class TelegramClient:
             return
         # SELL resubmit is high priority — position liquidation at risk.
         # BUY cancel is medium priority — only cash is freed.
-        priority = (
+        priority = NotificationPriority.HIGH if action == "SELL" else NotificationPriority.MEDIUM
-            NotificationPriority.HIGH
-            if action == "SELL"
-            else NotificationPriority.MEDIUM
-        )
         outcome_emoji = "🔄" if outcome == "resubmitted" else "❌"
         outcome_label = "재주문" if outcome == "resubmitted" else "취소됨"
         action_emoji = "🔴" if action == "SELL" else "🟢"
@@ -515,9 +497,7 @@ class TelegramClient:
         message = "\n".join(lines)
         await self._send_notification(NotificationMessage(priority=priority, message=message))
 
-    async def notify_error(
+    async def notify_error(self, error_type: str, error_msg: str, context: str) -> None:
-        self, error_type: str, error_msg: str, context: str
-    ) -> None:
         """
         Notify system error.
 
@@ -541,9 +521,7 @@ class TelegramClient:
 class TelegramCommandHandler:
     """Handles incoming Telegram commands via long polling."""
 
-    def __init__(
+    def __init__(self, client: TelegramClient, polling_interval: float = 1.0) -> None:
-        self, client: TelegramClient, polling_interval: float = 1.0
-    ) -> None:
         """
         Initialize command handler.
 
@@ -559,9 +537,7 @@ class TelegramCommandHandler:
         self._polling_task: asyncio.Task[None] | None = None
         self._running = False
 
-    def register_command(
+    def register_command(self, command: str, handler: Callable[[], Awaitable[None]]) -> None:
-        self, command: str, handler: Callable[[], Awaitable[None]]
-    ) -> None:
         """
         Register a command handler (no arguments).
 
@@ -672,7 +648,7 @@ class TelegramCommandHandler:
 
                 return updates
 
-        except asyncio.TimeoutError:
+        except TimeoutError:
             logger.debug("getUpdates timeout (normal)")
             return []
         except aiohttp.ClientError as exc:
@@ -697,9 +673,7 @@ class TelegramCommandHandler:
             # Verify chat_id matches configured chat
             chat_id = str(message.get("chat", {}).get("id", ""))
             if chat_id != self._client._chat_id:
-                logger.warning(
+                logger.warning("Ignoring command from unauthorized chat_id: %s", chat_id)
-                    "Ignoring command from unauthorized chat_id: %s", chat_id
-                )
                 return
 
             # Extract command text

src/strategy/models.py

@@ -8,12 +8,12 @@ Defines the data contracts for the proactive strategy system:
 from __future__ import annotations
 
 from datetime import UTC, date, datetime
-from enum import Enum
+from enum import StrEnum
 
 from pydantic import BaseModel, Field, field_validator
 
 
-class ScenarioAction(str, Enum):
+class ScenarioAction(StrEnum):
     """Actions that can be taken by scenarios."""
 
     BUY = "BUY"
@@ -22,7 +22,7 @@ class ScenarioAction(str, Enum):
     REDUCE_ALL = "REDUCE_ALL"
 
 
-class MarketOutlook(str, Enum):
+class MarketOutlook(StrEnum):
     """AI's assessment of market direction."""
 
     BULLISH = "bullish"
@@ -32,7 +32,7 @@ class MarketOutlook(str, Enum):
     BEARISH = "bearish"
 
 
-class PlaybookStatus(str, Enum):
+class PlaybookStatus(StrEnum):
     """Lifecycle status of a playbook."""
 
     PENDING = "pending"

src/strategy/playbook_store.py

@@ -6,7 +6,6 @@ Designed for the pre-market strategy system (one playbook per market per day).
 
 from __future__ import annotations
 
-import json
 import logging
 import sqlite3
 from datetime import date
@@ -53,8 +52,10 @@ class PlaybookStore:
         row_id = cursor.lastrowid or 0
         logger.info(
             "Saved playbook for %s/%s (%d stocks, %d scenarios)",
-            playbook.date, playbook.market,
+            playbook.date,
-            playbook.stock_count, playbook.scenario_count,
+            playbook.market,
+            playbook.stock_count,
+            playbook.scenario_count,
         )
         return row_id
 

src/strategy/position_state_machine.py

@@ -6,10 +6,10 @@ State progression is monotonic (promotion-only) except terminal EXITED.
 from __future__ import annotations
 
 from dataclasses import dataclass
-from enum import Enum
+from enum import StrEnum
 
 
-class PositionState(str, Enum):
+class PositionState(StrEnum):
     HOLDING = "HOLDING"
     BE_LOCK = "BE_LOCK"
     ARMED = "ARMED"
@@ -40,12 +40,7 @@ def evaluate_exit_first(inp: StateTransitionInput) -> bool:
 
     EXITED must be evaluated before any promotion.
     """
-    return (
+    return inp.hard_stop_hit or inp.trailing_stop_hit or inp.model_exit_signal or inp.be_lock_threat
-        inp.hard_stop_hit
-        or inp.trailing_stop_hit
-        or inp.model_exit_signal
-        or inp.be_lock_threat
-    )
 
 
 def promote_state(current: PositionState, inp: StateTransitionInput) -> PositionState:

src/strategy/pre_market_planner.py

@@ -124,12 +124,14 @@ class PreMarketPlanner:
 
             # 4. Parse response
             playbook = self._parse_response(
-                decision.rationale, today, market, candidates, cross_market,
+                decision.rationale,
+                today,
+                market,
+                candidates,
+                cross_market,
                 current_holdings=current_holdings,
             )
-            playbook_with_tokens = playbook.model_copy(
+            playbook_with_tokens = playbook.model_copy(update={"token_count": decision.token_count})
-                update={"token_count": decision.token_count}
-            )
             logger.info(
                 "Generated playbook for %s: %d stocks, %d scenarios, %d tokens",
                 market,
@@ -146,7 +148,9 @@ class PreMarketPlanner:
             return self._empty_playbook(today, market)
 
     def build_cross_market_context(
-        self, target_market: str, today: date | None = None,
+        self,
+        target_market: str,
+        today: date | None = None,
     ) -> CrossMarketContext | None:
         """Build cross-market context from the other market's L6 data.
 
@@ -192,7 +196,9 @@ class PreMarketPlanner:
         )
 
     def build_self_market_scorecard(
-        self, market: str, today: date | None = None,
+        self,
+        market: str,
+        today: date | None = None,
     ) -> dict[str, Any] | None:
         """Build previous-day scorecard for the same market."""
         if today is None:
@@ -320,18 +326,18 @@ class PreMarketPlanner:
             f"{context_text}\n"
             f"## Instructions\n"
             f"Return a JSON object with this exact structure:\n"
-            f'{{\n'
+            f"{{\n"
             f'  "market_outlook": "bullish|neutral_to_bullish|neutral'
             f'|neutral_to_bearish|bearish",\n'
             f'  "global_rules": [\n'
             f'    {{"condition": "portfolio_pnl_pct < -2.0",'
             f' "action": "REDUCE_ALL", "rationale": "..."}}\n'
-            f'  ],\n'
+            f"  ],\n"
             f'  "stocks": [\n'
-            f'    {{\n'
+            f"    {{\n"
             f'      "stock_code": "...",\n'
             f'      "scenarios": [\n'
-            f'        {{\n'
+            f"        {{\n"
             f'          "condition": {{"rsi_below": 30, "volume_ratio_above": 2.0,'
             f' "unrealized_pnl_pct_above": 3.0, "holding_days_above": 5}},\n'
             f'          "action": "BUY|SELL|HOLD",\n'
@@ -340,11 +346,11 @@ class PreMarketPlanner:
             f'          "stop_loss_pct": -2.0,\n'
             f'          "take_profit_pct": 3.0,\n'
             f'          "rationale": "..."\n'
-            f'        }}\n'
+            f"        }}\n"
-            f'      ]\n'
+            f"      ]\n"
-            f'    }}\n'
+            f"    }}\n"
-            f'  ]\n'
+            f"  ]\n"
-            f'}}\n\n'
+            f"}}\n\n"
             f"Rules:\n"
             f"- Max {max_scenarios} scenarios per stock\n"
             f"- Candidates list is the primary source for BUY candidates\n"
@@ -575,8 +581,7 @@ class PreMarketPlanner:
                         stop_loss_pct=-3.0,
                         take_profit_pct=5.0,
                         rationale=(
-                            f"Rule-based BUY: oversold signal, "
+                            f"Rule-based BUY: oversold signal, RSI={c.rsi:.0f} (fallback planner)"
-                            f"RSI={c.rsi:.0f} (fallback planner)"
                         ),
                     )
                 )

src/strategy/scenario_engine.py

@@ -107,7 +107,9 @@ class ScenarioEngine:
         # 2. Find stock playbook
         stock_pb = playbook.get_stock_playbook(stock_code)
         if stock_pb is None:
-            logger.debug("No playbook for %s — defaulting to %s", stock_code, playbook.default_action)
+            logger.debug(
+                "No playbook for %s — defaulting to %s", stock_code, playbook.default_action
+            )
             return ScenarioMatch(
                 stock_code=stock_code,
                 matched_scenario=None,
@@ -135,7 +137,9 @@ class ScenarioEngine:
                 )
 
         # 4. No match — default action
-        logger.debug("No scenario matched for %s — defaulting to %s", stock_code, playbook.default_action)
+        logger.debug(
+            "No scenario matched for %s — defaulting to %s", stock_code, playbook.default_action
+        )
         return ScenarioMatch(
             stock_code=stock_code,
             matched_scenario=None,
@@ -198,17 +202,27 @@ class ScenarioEngine:
             checks.append(price is not None and price < condition.price_below)
 
         price_change_pct = self._safe_float(market_data.get("price_change_pct"))
-        if condition.price_change_pct_above is not None or condition.price_change_pct_below is not None:
+        if (
+            condition.price_change_pct_above is not None
+            or condition.price_change_pct_below is not None
+        ):
             if "price_change_pct" not in market_data:
                 self._warn_missing_key("price_change_pct")
         if condition.price_change_pct_above is not None:
-            checks.append(price_change_pct is not None and price_change_pct > condition.price_change_pct_above)
+            checks.append(
+                price_change_pct is not None and price_change_pct > condition.price_change_pct_above
+            )
         if condition.price_change_pct_below is not None:
-            checks.append(price_change_pct is not None and price_change_pct < condition.price_change_pct_below)
+            checks.append(
+                price_change_pct is not None and price_change_pct < condition.price_change_pct_below
+            )
 
         # Position-aware conditions
         unrealized_pnl_pct = self._safe_float(market_data.get("unrealized_pnl_pct"))
-        if condition.unrealized_pnl_pct_above is not None or condition.unrealized_pnl_pct_below is not None:
+        if (
+            condition.unrealized_pnl_pct_above is not None
+            or condition.unrealized_pnl_pct_below is not None
+        ):
             if "unrealized_pnl_pct" not in market_data:
                 self._warn_missing_key("unrealized_pnl_pct")
         if condition.unrealized_pnl_pct_above is not None:
@@ -227,15 +241,9 @@ class ScenarioEngine:
             if "holding_days" not in market_data:
                 self._warn_missing_key("holding_days")
         if condition.holding_days_above is not None:
-            checks.append(
+            checks.append(holding_days is not None and holding_days > condition.holding_days_above)
-                holding_days is not None
-                and holding_days > condition.holding_days_above
-            )
         if condition.holding_days_below is not None:
-            checks.append(
+            checks.append(holding_days is not None and holding_days < condition.holding_days_below)
-                holding_days is not None
-                and holding_days < condition.holding_days_below
-            )
 
         return len(checks) > 0 and all(checks)
 
@@ -295,9 +303,15 @@ class ScenarioEngine:
             details["volume_ratio"] = self._safe_float(market_data.get("volume_ratio"))
         if condition.price_above is not None or condition.price_below is not None:
             details["current_price"] = self._safe_float(market_data.get("current_price"))
-        if condition.price_change_pct_above is not None or condition.price_change_pct_below is not None:
+        if (
+            condition.price_change_pct_above is not None
+            or condition.price_change_pct_below is not None
+        ):
             details["price_change_pct"] = self._safe_float(market_data.get("price_change_pct"))
-        if condition.unrealized_pnl_pct_above is not None or condition.unrealized_pnl_pct_below is not None:
+        if (
+            condition.unrealized_pnl_pct_above is not None
+            or condition.unrealized_pnl_pct_below is not None
+        ):
             details["unrealized_pnl_pct"] = self._safe_float(market_data.get("unrealized_pnl_pct"))
         if condition.holding_days_above is not None or condition.holding_days_below is not None:
             details["holding_days"] = self._safe_float(market_data.get("holding_days"))

tests/test_backtest_pipeline_integration.py

@@ -1,5 +1,7 @@
 from __future__ import annotations
 
+from datetime import UTC, datetime, timedelta
+
 from src.analysis.backtest_cost_guard import BacktestCostModel
 from src.analysis.backtest_pipeline import (
     BacktestBar,
@@ -12,6 +14,7 @@ from src.analysis.walk_forward_split import generate_walk_forward_splits
 
 
 def _bars() -> list[BacktestBar]:
+    base_ts = datetime(2026, 2, 28, 0, 0, tzinfo=UTC)
     closes = [100.0, 101.0, 102.0, 101.5, 103.0, 102.5, 104.0, 103.5, 105.0, 104.5, 106.0, 105.5]
     bars: list[BacktestBar] = []
     for i, close in enumerate(closes):
@@ -21,6 +24,7 @@ def _bars() -> list[BacktestBar]:
                 low=close - 1.0,
                 close=close,
                 session_id="KRX_REG" if i % 2 == 0 else "US_PRE",
+                timestamp=base_ts + timedelta(minutes=i),
             )
         )
     return bars
@@ -43,7 +47,7 @@ def test_pipeline_happy_path_returns_fold_and_artifact_contract() -> None:
         triple_barrier_spec=TripleBarrierSpec(
             take_profit_pct=0.02,
             stop_loss_pct=0.01,
-            max_holding_bars=3,
+            max_holding_minutes=3,
         ),
         walk_forward=WalkForwardConfig(
             train_size=4,
@@ -84,7 +88,7 @@ def test_pipeline_cost_guard_fail_fast() -> None:
             triple_barrier_spec=TripleBarrierSpec(
                 take_profit_pct=0.02,
                 stop_loss_pct=0.01,
-                max_holding_bars=3,
+                max_holding_minutes=3,
             ),
             walk_forward=WalkForwardConfig(train_size=2, test_size=1),
             cost_model=bad,
@@ -119,7 +123,7 @@ def test_pipeline_deterministic_seed_free_deterministic_result() -> None:
         triple_barrier_spec=TripleBarrierSpec(
             take_profit_pct=0.02,
             stop_loss_pct=0.01,
-            max_holding_bars=3,
+            max_holding_minutes=3,
         ),
         walk_forward=WalkForwardConfig(
             train_size=4,
@@ -134,3 +138,31 @@ def test_pipeline_deterministic_seed_free_deterministic_result() -> None:
     out1 = run_v2_backtest_pipeline(**cfg)
     out2 = run_v2_backtest_pipeline(**cfg)
     assert out1 == out2
+
+
+def test_pipeline_rejects_minutes_spec_when_timestamp_missing() -> None:
+    bars = _bars()
+    bars[2] = BacktestBar(
+        high=bars[2].high,
+        low=bars[2].low,
+        close=bars[2].close,
+        session_id=bars[2].session_id,
+        timestamp=None,
+    )
+    try:
+        run_v2_backtest_pipeline(
+            bars=bars,
+            entry_indices=[0, 1, 2, 3],
+            side=1,
+            triple_barrier_spec=TripleBarrierSpec(
+                take_profit_pct=0.02,
+                stop_loss_pct=0.01,
+                max_holding_minutes=3,
+            ),
+            walk_forward=WalkForwardConfig(train_size=2, test_size=1),
+            cost_model=_cost_model(),
+        )
+    except ValueError as exc:
+        assert "BacktestBar.timestamp is required" in str(exc)
+    else:
+        raise AssertionError("expected timestamp validation error")

tests/test_backup.py

@@ -4,8 +4,7 @@ from __future__ import annotations
 
 import sqlite3
 import sys
-import tempfile
+from datetime import UTC, datetime
-from datetime import UTC, datetime, timedelta
 from pathlib import Path
 from unittest.mock import MagicMock, patch
 
@@ -48,7 +47,9 @@ def temp_db(tmp_path: Path) -> Path:
 
     cursor.executemany(
         """
-        INSERT INTO trades (timestamp, stock_code, action, quantity, price, confidence, rationale, pnl)
+        INSERT INTO trades (
+            timestamp, stock_code, action, quantity, price, confidence, rationale, pnl
+        )
         VALUES (?, ?, ?, ?, ?, ?, ?, ?)
         """,
         test_trades,
@@ -73,9 +74,7 @@ class TestBackupExporter:
         exporter = BackupExporter(str(temp_db))
         output_dir = tmp_path / "exports"
 
-        results = exporter.export_all(
+        results = exporter.export_all(output_dir, formats=[ExportFormat.JSON], compress=False)
-            output_dir, formats=[ExportFormat.JSON], compress=False
-        )
 
         assert ExportFormat.JSON in results
         assert results[ExportFormat.JSON].exists()
@@ -86,9 +85,7 @@ class TestBackupExporter:
         exporter = BackupExporter(str(temp_db))
         output_dir = tmp_path / "exports"
 
-        results = exporter.export_all(
+        results = exporter.export_all(output_dir, formats=[ExportFormat.JSON], compress=True)
-            output_dir, formats=[ExportFormat.JSON], compress=True
-        )
 
         assert ExportFormat.JSON in results
         assert results[ExportFormat.JSON].suffix == ".gz"
@@ -98,15 +95,13 @@ class TestBackupExporter:
         exporter = BackupExporter(str(temp_db))
         output_dir = tmp_path / "exports"
 
-        results = exporter.export_all(
+        results = exporter.export_all(output_dir, formats=[ExportFormat.CSV], compress=False)
-            output_dir, formats=[ExportFormat.CSV], compress=False
-        )
 
         assert ExportFormat.CSV in results
         assert results[ExportFormat.CSV].exists()
 
         # Verify CSV content
-        with open(results[ExportFormat.CSV], "r") as f:
+        with open(results[ExportFormat.CSV]) as f:
             lines = f.readlines()
             assert len(lines) == 4  # Header + 3 rows
 
@@ -146,7 +141,7 @@ class TestBackupExporter:
         # Should only have 1 trade (AAPL on Jan 2)
         import json
 
-        with open(results[ExportFormat.JSON], "r") as f:
+        with open(results[ExportFormat.JSON]) as f:
             data = json.load(f)
             assert data["record_count"] == 1
             assert data["trades"][0]["stock_code"] == "AAPL"
@@ -407,9 +402,7 @@ class TestBackupExporterAdditional:
         assert ExportFormat.JSON in results
         assert ExportFormat.CSV in results
 
-    def test_export_all_logs_error_on_failure(
+    def test_export_all_logs_error_on_failure(self, temp_db: Path, tmp_path: Path) -> None:
-        self, temp_db: Path, tmp_path: Path
-    ) -> None:
         """export_all must log an error and continue when one format fails."""
         exporter = BackupExporter(str(temp_db))
         # Patch _export_format to raise on JSON, succeed on CSV
@@ -430,9 +423,7 @@ class TestBackupExporterAdditional:
         assert ExportFormat.JSON not in results
         assert ExportFormat.CSV in results
 
-    def test_export_csv_empty_trades_no_compress(
+    def test_export_csv_empty_trades_no_compress(self, empty_db: Path, tmp_path: Path) -> None:
-        self, empty_db: Path, tmp_path: Path
-    ) -> None:
         """CSV export with no trades and compress=False must write header row only."""
         exporter = BackupExporter(str(empty_db))
         results = exporter.export_all(
@@ -446,9 +437,7 @@ class TestBackupExporterAdditional:
         content = out.read_text()
         assert "timestamp" in content
 
-    def test_export_csv_empty_trades_compressed(
+    def test_export_csv_empty_trades_compressed(self, empty_db: Path, tmp_path: Path) -> None:
-        self, empty_db: Path, tmp_path: Path
-    ) -> None:
         """CSV export with no trades and compress=True must write gzipped header."""
         import gzip
 
@@ -465,9 +454,7 @@ class TestBackupExporterAdditional:
             content = f.read()
         assert "timestamp" in content
 
-    def test_export_csv_with_data_compressed(
+    def test_export_csv_with_data_compressed(self, temp_db: Path, tmp_path: Path) -> None:
-        self, temp_db: Path, tmp_path: Path
-    ) -> None:
         """CSV export with data and compress=True must write gzipped rows."""
         import gzip
 
@@ -492,6 +479,7 @@ class TestBackupExporterAdditional:
         with patch.dict(sys.modules, {"pyarrow": None, "pyarrow.parquet": None}):
             try:
                 import pyarrow  # noqa: F401
+
                 pytest.skip("pyarrow is installed; cannot test ImportError path")
             except ImportError:
                 pass
@@ -557,9 +545,7 @@ class TestCloudStorage:
                 importlib.reload(m)
                 m.CloudStorage(s3_config)
 
-    def test_upload_file_success(
+    def test_upload_file_success(self, mock_boto3_module, s3_config, tmp_path: Path) -> None:
-        self, mock_boto3_module, s3_config, tmp_path: Path
-    ) -> None:
         """upload_file must call client.upload_file and return the object key."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -572,9 +558,7 @@ class TestCloudStorage:
         assert key == "backups/backup.json.gz"
         storage.client.upload_file.assert_called_once()
 
-    def test_upload_file_default_key(
+    def test_upload_file_default_key(self, mock_boto3_module, s3_config, tmp_path: Path) -> None:
-        self, mock_boto3_module, s3_config, tmp_path: Path
-    ) -> None:
         """upload_file without object_key must use the filename as key."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -586,9 +570,7 @@ class TestCloudStorage:
 
         assert key == "myfile.gz"
 
-    def test_upload_file_not_found(
+    def test_upload_file_not_found(self, mock_boto3_module, s3_config, tmp_path: Path) -> None:
-        self, mock_boto3_module, s3_config, tmp_path: Path
-    ) -> None:
         """upload_file must raise FileNotFoundError for missing files."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -611,9 +593,7 @@ class TestCloudStorage:
         with pytest.raises(RuntimeError, match="network error"):
             storage.upload_file(test_file)
 
-    def test_download_file_success(
+    def test_download_file_success(self, mock_boto3_module, s3_config, tmp_path: Path) -> None:
-        self, mock_boto3_module, s3_config, tmp_path: Path
-    ) -> None:
         """download_file must call client.download_file and return local path."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -637,11 +617,8 @@ class TestCloudStorage:
         with pytest.raises(RuntimeError, match="timeout"):
             storage.download_file("key", tmp_path / "dest.gz")
 
-    def test_list_files_returns_objects(
+    def test_list_files_returns_objects(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """list_files must return parsed file metadata from S3 response."""
-        from datetime import timezone
 
         from src.backup.cloud_storage import CloudStorage
 
@@ -651,7 +628,7 @@ class TestCloudStorage:
                 {
                     "Key": "backups/a.gz",
                     "Size": 1024,
-                    "LastModified": datetime(2026, 1, 1, tzinfo=timezone.utc),
+                    "LastModified": datetime(2026, 1, 1, tzinfo=UTC),
                     "ETag": '"abc123"',
                 }
             ]
@@ -662,9 +639,7 @@ class TestCloudStorage:
         assert files[0]["key"] == "backups/a.gz"
         assert files[0]["size_bytes"] == 1024
 
-    def test_list_files_empty_bucket(
+    def test_list_files_empty_bucket(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """list_files must return empty list when bucket has no objects."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -674,9 +649,7 @@ class TestCloudStorage:
         files = storage.list_files()
         assert files == []
 
-    def test_list_files_propagates_error(
+    def test_list_files_propagates_error(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """list_files must re-raise exceptions from the boto3 client."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -686,9 +659,7 @@ class TestCloudStorage:
         with pytest.raises(RuntimeError):
             storage.list_files()
 
-    def test_delete_file_success(
+    def test_delete_file_success(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """delete_file must call client.delete_object with the correct key."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -698,9 +669,7 @@ class TestCloudStorage:
             Bucket="test-bucket", Key="backups/old.gz"
         )
 
-    def test_delete_file_propagates_error(
+    def test_delete_file_propagates_error(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """delete_file must re-raise exceptions from the boto3 client."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -710,11 +679,8 @@ class TestCloudStorage:
         with pytest.raises(RuntimeError):
             storage.delete_file("backups/old.gz")
 
-    def test_get_storage_stats_success(
+    def test_get_storage_stats_success(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """get_storage_stats must aggregate file sizes correctly."""
-        from datetime import timezone
 
         from src.backup.cloud_storage import CloudStorage
 
@@ -724,13 +690,13 @@ class TestCloudStorage:
                 {
                     "Key": "a.gz",
                     "Size": 1024 * 1024,
-                    "LastModified": datetime(2026, 1, 1, tzinfo=timezone.utc),
+                    "LastModified": datetime(2026, 1, 1, tzinfo=UTC),
                     "ETag": '"x"',
                 },
                 {
                     "Key": "b.gz",
                     "Size": 1024 * 1024,
-                    "LastModified": datetime(2026, 1, 2, tzinfo=timezone.utc),
+                    "LastModified": datetime(2026, 1, 2, tzinfo=UTC),
                     "ETag": '"y"',
                 },
             ]
@@ -741,9 +707,7 @@ class TestCloudStorage:
         assert stats["total_size_bytes"] == 2 * 1024 * 1024
         assert stats["total_size_mb"] == pytest.approx(2.0)
 
-    def test_get_storage_stats_on_error(
+    def test_get_storage_stats_on_error(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """get_storage_stats must return error dict without raising on failure."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -754,9 +718,7 @@ class TestCloudStorage:
         assert "error" in stats
         assert stats["total_files"] == 0
 
-    def test_verify_connection_success(
+    def test_verify_connection_success(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """verify_connection must return True when head_bucket succeeds."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -764,9 +726,7 @@ class TestCloudStorage:
         result = storage.verify_connection()
         assert result is True
 
-    def test_verify_connection_failure(
+    def test_verify_connection_failure(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """verify_connection must return False when head_bucket raises."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -776,9 +736,7 @@ class TestCloudStorage:
         result = storage.verify_connection()
         assert result is False
 
-    def test_enable_versioning(
+    def test_enable_versioning(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """enable_versioning must call put_bucket_versioning."""
         from src.backup.cloud_storage import CloudStorage
 
@@ -786,9 +744,7 @@ class TestCloudStorage:
         storage.enable_versioning()
         storage.client.put_bucket_versioning.assert_called_once()
 
-    def test_enable_versioning_propagates_error(
+    def test_enable_versioning_propagates_error(self, mock_boto3_module, s3_config) -> None:
-        self, mock_boto3_module, s3_config
-    ) -> None:
         """enable_versioning must re-raise exceptions from the boto3 client."""
         from src.backup.cloud_storage import CloudStorage
 

tests/test_brain.py

@@ -323,7 +323,8 @@ class TestPromptOverride:
             # Verify the custom prompt was sent, not a built prompt
             mock_generate.assert_called_once()
             actual_prompt = mock_generate.call_args[1].get(
-                "contents", mock_generate.call_args[0][1] if len(mock_generate.call_args[0]) > 1 else None
+                "contents",
+                mock_generate.call_args[0][1] if len(mock_generate.call_args[0]) > 1 else None,
             )
             assert actual_prompt == custom_prompt
             # Raw response preserved in rationale without parse_response (#247)
@@ -385,7 +386,8 @@ class TestPromptOverride:
             await client.decide(market_data)
 
             actual_prompt = mock_generate.call_args[1].get(
-                "contents", mock_generate.call_args[0][1] if len(mock_generate.call_args[0]) > 1 else None
+                "contents",
+                mock_generate.call_args[0][1] if len(mock_generate.call_args[0]) > 1 else None,
             )
             # The custom prompt must be used, not the compressed prompt
             assert actual_prompt == custom_prompt
@@ -411,7 +413,8 @@ class TestPromptOverride:
             await client.decide(market_data)
 
             actual_prompt = mock_generate.call_args[1].get(
-                "contents", mock_generate.call_args[0][1] if len(mock_generate.call_args[0]) > 1 else None
+                "contents",
+                mock_generate.call_args[0][1] if len(mock_generate.call_args[0]) > 1 else None,
             )
             # Should contain stock code from build_prompt, not be a custom override
             assert "005930" in actual_prompt

tests/test_broker.py

@@ -3,7 +3,7 @@
 from __future__ import annotations
 
 import asyncio
-from unittest.mock import AsyncMock, MagicMock, patch
+from unittest.mock import AsyncMock, patch
 
 import pytest
 
@@ -99,7 +99,10 @@ class TestTokenManagement:
         mock_resp_403 = AsyncMock()
         mock_resp_403.status = 403
         mock_resp_403.text = AsyncMock(
-            return_value='{"error_code":"EGW00133","error_description":"접근토큰 발급 잠시 후 다시 시도하세요(1분당 1회)"}'
+            return_value=(
+                '{"error_code":"EGW00133","error_description":'
+                '"접근토큰 발급 잠시 후 다시 시도하세요(1분당 1회)"}'
+            )
         )
         mock_resp_403.__aenter__ = AsyncMock(return_value=mock_resp_403)
         mock_resp_403.__aexit__ = AsyncMock(return_value=False)
@@ -232,9 +235,7 @@ class TestRateLimiter:
         mock_order_resp.__aenter__ = AsyncMock(return_value=mock_order_resp)
         mock_order_resp.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash_resp, mock_order_resp]):
-            "aiohttp.ClientSession.post", side_effect=[mock_hash_resp, mock_order_resp]
-        ):
             with patch.object(
                 broker._rate_limiter, "acquire", new_callable=AsyncMock
             ) as mock_acquire:
@@ -405,7 +406,7 @@ class TestFetchMarketRankings:
 # ---------------------------------------------------------------------------
 
 
-from src.broker.kis_api import kr_tick_unit, kr_round_down  # noqa: E402
+from src.broker.kis_api import kr_round_down, kr_tick_unit  # noqa: E402
 
 
 class TestKrTickUnit:
@@ -538,9 +539,7 @@ class TestSendOrderTickRounding:
         mock_order.__aenter__ = AsyncMock(return_value=mock_order)
         mock_order.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.send_order("005930", "BUY", 1, price=188150)
 
         order_call = mock_post.call_args_list[1]
@@ -563,9 +562,7 @@ class TestSendOrderTickRounding:
         mock_order.__aenter__ = AsyncMock(return_value=mock_order)
         mock_order.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.send_order("005930", "BUY", 1, price=50000)
 
         order_call = mock_post.call_args_list[1]
@@ -587,9 +584,7 @@ class TestSendOrderTickRounding:
         mock_order.__aenter__ = AsyncMock(return_value=mock_order)
         mock_order.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.send_order("005930", "SELL", 1, price=0)
 
         order_call = mock_post.call_args_list[1]
@@ -628,9 +623,7 @@ class TestTRIDBranchingDomestic:
         broker = self._make_broker(settings, "paper")
         mock_resp = AsyncMock()
         mock_resp.status = 200
-        mock_resp.json = AsyncMock(
+        mock_resp.json = AsyncMock(return_value={"output1": [], "output2": {}})
-            return_value={"output1": [], "output2": {}}
-        )
         mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
         mock_resp.__aexit__ = AsyncMock(return_value=False)
 
@@ -645,9 +638,7 @@ class TestTRIDBranchingDomestic:
         broker = self._make_broker(settings, "live")
         mock_resp = AsyncMock()
         mock_resp.status = 200
-        mock_resp.json = AsyncMock(
+        mock_resp.json = AsyncMock(return_value={"output1": [], "output2": {}})
-            return_value={"output1": [], "output2": {}}
-        )
         mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
         mock_resp.__aexit__ = AsyncMock(return_value=False)
 
@@ -672,9 +663,7 @@ class TestTRIDBranchingDomestic:
         mock_order.__aenter__ = AsyncMock(return_value=mock_order)
         mock_order.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.send_order("005930", "BUY", 1)
 
         order_headers = mock_post.call_args_list[1][1].get("headers", {})
@@ -695,9 +684,7 @@ class TestTRIDBranchingDomestic:
         mock_order.__aenter__ = AsyncMock(return_value=mock_order)
         mock_order.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.send_order("005930", "BUY", 1)
 
         order_headers = mock_post.call_args_list[1][1].get("headers", {})
@@ -718,9 +705,7 @@ class TestTRIDBranchingDomestic:
         mock_order.__aenter__ = AsyncMock(return_value=mock_order)
         mock_order.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.send_order("005930", "SELL", 1)
 
         order_headers = mock_post.call_args_list[1][1].get("headers", {})
@@ -741,9 +726,7 @@ class TestTRIDBranchingDomestic:
         mock_order.__aenter__ = AsyncMock(return_value=mock_order)
         mock_order.__aexit__ = AsyncMock(return_value=False)
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.send_order("005930", "SELL", 1)
 
         order_headers = mock_post.call_args_list[1][1].get("headers", {})
@@ -788,9 +771,7 @@ class TestGetDomesticPendingOrders:
         mock_get.assert_not_called()
 
     @pytest.mark.asyncio
-    async def test_live_mode_calls_tttc0084r_with_correct_params(
+    async def test_live_mode_calls_tttc0084r_with_correct_params(self, settings) -> None:
-        self, settings
-    ) -> None:
         """Live mode must call TTTC0084R with INQR_DVSN_1/2 and paging params."""
         broker = self._make_broker(settings, "live")
         pending = [{"odno": "001", "pdno": "005930", "psbl_qty": "10"}]
@@ -872,9 +853,7 @@ class TestCancelDomesticOrder:
         broker = self._make_broker(settings, "live")
         mock_hash, mock_order = self._make_post_mocks({"rt_cd": "0"})
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.cancel_domestic_order("005930", "ORD001", "BRNO01", 5)
 
         order_headers = mock_post.call_args_list[1][1].get("headers", {})
@@ -886,9 +865,7 @@ class TestCancelDomesticOrder:
         broker = self._make_broker(settings, "paper")
         mock_hash, mock_order = self._make_post_mocks({"rt_cd": "0"})
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.cancel_domestic_order("005930", "ORD001", "BRNO01", 5)
 
         order_headers = mock_post.call_args_list[1][1].get("headers", {})
@@ -900,9 +877,7 @@ class TestCancelDomesticOrder:
         broker = self._make_broker(settings, "live")
         mock_hash, mock_order = self._make_post_mocks({"rt_cd": "0"})
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.cancel_domestic_order("005930", "ORD001", "BRNO01", 5)
 
         body = mock_post.call_args_list[1][1].get("json", {})
@@ -916,9 +891,7 @@ class TestCancelDomesticOrder:
         broker = self._make_broker(settings, "live")
         mock_hash, mock_order = self._make_post_mocks({"rt_cd": "0"})
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.cancel_domestic_order("005930", "ORD123", "BRN456", 3)
 
         body = mock_post.call_args_list[1][1].get("json", {})
@@ -932,9 +905,7 @@ class TestCancelDomesticOrder:
         broker = self._make_broker(settings, "live")
         mock_hash, mock_order = self._make_post_mocks({"rt_cd": "0"})
 
-        with patch(
+        with patch("aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]) as mock_post:
-            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
-        ) as mock_post:
             await broker.cancel_domestic_order("005930", "ORD001", "BRNO01", 2)
 
         order_headers = mock_post.call_args_list[1][1].get("headers", {})

tests/test_context.py

@@ -77,9 +77,7 @@ class TestContextStore:
         # Latest by updated_at, which should be the last one set
         assert latest == "2026-02-02"
 
-    def test_delete_old_contexts(
+    def test_delete_old_contexts(self, store: ContextStore, db_conn: sqlite3.Connection) -> None:
-        self, store: ContextStore, db_conn: sqlite3.Connection
-    ) -> None:
         """Test deleting contexts older than a cutoff date."""
         # Insert contexts with specific old timestamps
         # (bypassing set_context which uses current time)
@@ -170,9 +168,7 @@ class TestContextAggregator:
         log_trade(db_conn, "035720", "HOLD", 75, "Wait", quantity=0, price=0, pnl=0)
 
         # Manually set timestamps to the target date
-        db_conn.execute(
+        db_conn.execute(f"UPDATE trades SET timestamp = '{date}T10:00:00+00:00'")
-            f"UPDATE trades SET timestamp = '{date}T10:00:00+00:00'"
-        )
         db_conn.commit()
 
         # Aggregate
@@ -194,18 +190,10 @@ class TestContextAggregator:
         week = "2026-W06"
 
         # Set daily contexts
-        aggregator.store.set_context(
+        aggregator.store.set_context(ContextLayer.L6_DAILY, "2026-02-02", "total_pnl_KR", 100.0)
-            ContextLayer.L6_DAILY, "2026-02-02", "total_pnl_KR", 100.0
+        aggregator.store.set_context(ContextLayer.L6_DAILY, "2026-02-03", "total_pnl_KR", 200.0)
-        )
+        aggregator.store.set_context(ContextLayer.L6_DAILY, "2026-02-02", "avg_confidence_KR", 80.0)
-        aggregator.store.set_context(
+        aggregator.store.set_context(ContextLayer.L6_DAILY, "2026-02-03", "avg_confidence_KR", 85.0)
-            ContextLayer.L6_DAILY, "2026-02-03", "total_pnl_KR", 200.0
-        )
-        aggregator.store.set_context(
-            ContextLayer.L6_DAILY, "2026-02-02", "avg_confidence_KR", 80.0
-        )
-        aggregator.store.set_context(
-            ContextLayer.L6_DAILY, "2026-02-03", "avg_confidence_KR", 85.0
-        )
 
         # Aggregate
         aggregator.aggregate_weekly_from_daily(week)
@@ -223,15 +211,9 @@ class TestContextAggregator:
         month = "2026-02"
 
         # Set weekly contexts
-        aggregator.store.set_context(
+        aggregator.store.set_context(ContextLayer.L5_WEEKLY, "2026-W05", "weekly_pnl_KR", 100.0)
-            ContextLayer.L5_WEEKLY, "2026-W05", "weekly_pnl_KR", 100.0
+        aggregator.store.set_context(ContextLayer.L5_WEEKLY, "2026-W06", "weekly_pnl_KR", 200.0)
-        )
+        aggregator.store.set_context(ContextLayer.L5_WEEKLY, "2026-W07", "weekly_pnl_KR", 150.0)
-        aggregator.store.set_context(
-            ContextLayer.L5_WEEKLY, "2026-W06", "weekly_pnl_KR", 200.0
-        )
-        aggregator.store.set_context(
-            ContextLayer.L5_WEEKLY, "2026-W07", "weekly_pnl_KR", 150.0
-        )
 
         # Aggregate
         aggregator.aggregate_monthly_from_weekly(month)
@@ -316,6 +298,7 @@ class TestContextAggregator:
         store = aggregator.store
         assert store.get_context(ContextLayer.L6_DAILY, date, "total_pnl_KR") == 1000.0
         from datetime import date as date_cls
+
         trade_date = date_cls.fromisoformat(date)
         iso_year, iso_week, _ = trade_date.isocalendar()
         trade_week = f"{iso_year}-W{iso_week:02d}"
@@ -324,7 +307,9 @@ class TestContextAggregator:
         trade_quarter = f"{trade_date.year}-Q{(trade_date.month - 1) // 3 + 1}"
         trade_year = str(trade_date.year)
         assert store.get_context(ContextLayer.L4_MONTHLY, trade_month, "monthly_pnl") == 1000.0
-        assert store.get_context(ContextLayer.L3_QUARTERLY, trade_quarter, "quarterly_pnl") == 1000.0
+        assert (
+            store.get_context(ContextLayer.L3_QUARTERLY, trade_quarter, "quarterly_pnl") == 1000.0
+        )
         assert store.get_context(ContextLayer.L2_ANNUAL, trade_year, "annual_pnl") == 1000.0
 
 
@@ -429,9 +414,7 @@ class TestContextSummarizer:
     # summarize_layer
     # ------------------------------------------------------------------
 
-    def test_summarize_layer_no_data(
+    def test_summarize_layer_no_data(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """summarize_layer with no data must return the 'No data' sentinel."""
         result = summarizer.summarize_layer(ContextLayer.L6_DAILY)
         assert result["count"] == 0
@@ -448,15 +431,12 @@ class TestContextSummarizer:
         result = summarizer.summarize_layer(ContextLayer.L6_DAILY)
         assert "total_entries" in result
 
-    def test_summarize_layer_with_dict_values(
+    def test_summarize_layer_with_dict_values(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """summarize_layer must handle dict values by extracting numeric subkeys."""
         store = summarizer.store
         # set_context serialises the value as JSON, so passing a dict works
         store.set_context(
-            ContextLayer.L6_DAILY, "2026-02-01", "metrics",
+            ContextLayer.L6_DAILY, "2026-02-01", "metrics", {"win_rate": 65.0, "label": "good"}
-            {"win_rate": 65.0, "label": "good"}
         )
 
         result = summarizer.summarize_layer(ContextLayer.L6_DAILY)
@@ -464,9 +444,7 @@ class TestContextSummarizer:
         # numeric subkey "win_rate" should appear as "metrics.win_rate"
         assert "metrics.win_rate" in result
 
-    def test_summarize_layer_with_string_values(
+    def test_summarize_layer_with_string_values(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """summarize_layer must count string values separately."""
         store = summarizer.store
         # set_context stores string values as JSON-encoded strings
@@ -480,9 +458,7 @@ class TestContextSummarizer:
     # rolling_window_summary
     # ------------------------------------------------------------------
 
-    def test_rolling_window_summary_basic(
+    def test_rolling_window_summary_basic(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """rolling_window_summary must return the expected structure."""
         store = summarizer.store
         store.set_context(ContextLayer.L6_DAILY, "2026-02-01", "pnl", 500.0)
@@ -492,22 +468,16 @@ class TestContextSummarizer:
         assert "recent_data" in result
         assert "historical_summary" in result
 
-    def test_rolling_window_summary_no_older_data(
+    def test_rolling_window_summary_no_older_data(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """rolling_window_summary with summarize_older=False skips history."""
-        result = summarizer.rolling_window_summary(
+        result = summarizer.rolling_window_summary(ContextLayer.L6_DAILY, summarize_older=False)
-            ContextLayer.L6_DAILY, summarize_older=False
-        )
         assert result["historical_summary"] == {}
 
     # ------------------------------------------------------------------
     # aggregate_to_higher_layer
     # ------------------------------------------------------------------
 
-    def test_aggregate_to_higher_layer_mean(
+    def test_aggregate_to_higher_layer_mean(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """aggregate_to_higher_layer with 'mean' via dict subkeys returns average."""
         store = summarizer.store
         # Use different outer keys but same inner metric key so get_all_contexts
@@ -520,9 +490,7 @@ class TestContextSummarizer:
         )
         assert result == pytest.approx(150.0)
 
-    def test_aggregate_to_higher_layer_sum(
+    def test_aggregate_to_higher_layer_sum(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """aggregate_to_higher_layer with 'sum' must return the total."""
         store = summarizer.store
         store.set_context(ContextLayer.L6_DAILY, "2026-02-01", "day1", {"pnl": 100.0})
@@ -533,9 +501,7 @@ class TestContextSummarizer:
         )
         assert result == pytest.approx(300.0)
 
-    def test_aggregate_to_higher_layer_max(
+    def test_aggregate_to_higher_layer_max(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """aggregate_to_higher_layer with 'max' must return the maximum."""
         store = summarizer.store
         store.set_context(ContextLayer.L6_DAILY, "2026-02-01", "day1", {"pnl": 100.0})
@@ -546,9 +512,7 @@ class TestContextSummarizer:
         )
         assert result == pytest.approx(200.0)
 
-    def test_aggregate_to_higher_layer_min(
+    def test_aggregate_to_higher_layer_min(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """aggregate_to_higher_layer with 'min' must return the minimum."""
         store = summarizer.store
         store.set_context(ContextLayer.L6_DAILY, "2026-02-01", "day1", {"pnl": 100.0})
@@ -559,9 +523,7 @@ class TestContextSummarizer:
         )
         assert result == pytest.approx(100.0)
 
-    def test_aggregate_to_higher_layer_no_data(
+    def test_aggregate_to_higher_layer_no_data(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """aggregate_to_higher_layer with no matching key must return None."""
         result = summarizer.aggregate_to_higher_layer(
             ContextLayer.L6_DAILY, ContextLayer.L5_WEEKLY, "nonexistent", "mean"
@@ -585,9 +547,7 @@ class TestContextSummarizer:
     # create_compact_summary + format_summary_for_prompt
     # ------------------------------------------------------------------
 
-    def test_create_compact_summary(
+    def test_create_compact_summary(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """create_compact_summary must produce a dict keyed by layer value."""
         store = summarizer.store
         store.set_context(ContextLayer.L6_DAILY, "2026-02-01", "pnl", 100.0)
@@ -615,9 +575,7 @@ class TestContextSummarizer:
         text = summarizer.format_summary_for_prompt(summary)
         assert text == ""
 
-    def test_format_summary_non_dict_value(
+    def test_format_summary_non_dict_value(self, summarizer: ContextSummarizer) -> None:
-        self, summarizer: ContextSummarizer
-    ) -> None:
         """format_summary_for_prompt must render non-dict values as plain text."""
         summary = {
             "daily": {

tests/test_daily_review.py

@@ -4,6 +4,7 @@ from __future__ import annotations
 
 import json
 import sqlite3
+from datetime import UTC, datetime
 from types import SimpleNamespace
 from unittest.mock import AsyncMock, MagicMock
 
@@ -16,8 +17,6 @@ from src.evolution.daily_review import DailyReviewer
 from src.evolution.scorecard import DailyScorecard
 from src.logging.decision_logger import DecisionLogger
 
-from datetime import UTC, datetime
-
 TODAY = datetime.now(UTC).strftime("%Y-%m-%d")
 
 
@@ -53,7 +52,8 @@ def _log_decision(
 
 
 def test_generate_scorecard_market_scoped(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     reviewer = DailyReviewer(db_conn, context_store)
     logger = DecisionLogger(db_conn)
@@ -134,7 +134,8 @@ def test_generate_scorecard_market_scoped(
 
 
 def test_generate_scorecard_top_winners_and_losers(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     reviewer = DailyReviewer(db_conn, context_store)
     logger = DecisionLogger(db_conn)
@@ -168,7 +169,8 @@ def test_generate_scorecard_top_winners_and_losers(
 
 
 def test_generate_scorecard_empty_day(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     reviewer = DailyReviewer(db_conn, context_store)
     scorecard = reviewer.generate_scorecard(TODAY, "KR")
@@ -184,7 +186,8 @@ def test_generate_scorecard_empty_day(
 
 @pytest.mark.asyncio
 async def test_generate_lessons_without_gemini_returns_empty(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     reviewer = DailyReviewer(db_conn, context_store, gemini_client=None)
     lessons = await reviewer.generate_lessons(
@@ -206,7 +209,8 @@ async def test_generate_lessons_without_gemini_returns_empty(
 
 @pytest.mark.asyncio
 async def test_generate_lessons_parses_json_array(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     mock_gemini = MagicMock()
     mock_gemini.decide = AsyncMock(
@@ -233,7 +237,8 @@ async def test_generate_lessons_parses_json_array(
 
 @pytest.mark.asyncio
 async def test_generate_lessons_fallback_to_lines(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     mock_gemini = MagicMock()
     mock_gemini.decide = AsyncMock(
@@ -260,7 +265,8 @@ async def test_generate_lessons_fallback_to_lines(
 
 @pytest.mark.asyncio
 async def test_generate_lessons_handles_gemini_error(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     mock_gemini = MagicMock()
     mock_gemini.decide = AsyncMock(side_effect=RuntimeError("boom"))
@@ -284,7 +290,8 @@ async def test_generate_lessons_handles_gemini_error(
 
 
 def test_store_scorecard_in_context(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     reviewer = DailyReviewer(db_conn, context_store)
     scorecard = DailyScorecard(
@@ -316,7 +323,8 @@ def test_store_scorecard_in_context(
 
 
 def test_store_scorecard_key_is_market_scoped(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     reviewer = DailyReviewer(db_conn, context_store)
     kr = DailyScorecard(
@@ -357,7 +365,8 @@ def test_store_scorecard_key_is_market_scoped(
 
 
 def test_generate_scorecard_handles_invalid_context_snapshot(
-    db_conn: sqlite3.Connection, context_store: ContextStore,
+    db_conn: sqlite3.Connection,
+    context_store: ContextStore,
 ) -> None:
     reviewer = DailyReviewer(db_conn, context_store)
     db_conn.execute(

tests/test_dashboard.py

@@ -355,6 +355,7 @@ def test_positions_empty_when_no_trades(tmp_path: Path) -> None:
 
 def _seed_cb_context(conn: sqlite3.Connection, pnl_pct: float, market: str = "KR") -> None:
     import json as _json
+
     conn.execute(
         "INSERT OR REPLACE INTO system_metrics (key, value, updated_at) VALUES (?, ?, ?)",
         (

tests/test_data_integration.py

@@ -79,7 +79,7 @@ class TestNewsAPI:
         # Mock the fetch to avoid real API call
         with patch.object(api, "_fetch_news", new_callable=AsyncMock) as mock_fetch:
             mock_fetch.return_value = None
-            result = await api.get_news_sentiment("AAPL")
+            await api.get_news_sentiment("AAPL")
 
             # Should have attempted refetch since cache expired
             mock_fetch.assert_called_once_with("AAPL")
@@ -111,9 +111,7 @@ class TestNewsAPI:
                     "source": "Reuters",
                     "time_published": "2026-02-04T10:00:00",
                     "url": "https://example.com/1",
-                    "ticker_sentiment": [
+                    "ticker_sentiment": [{"ticker": "AAPL", "ticker_sentiment_score": "0.85"}],
-                        {"ticker": "AAPL", "ticker_sentiment_score": "0.85"}
-                    ],
                     "overall_sentiment_score": "0.75",
                 },
                 {
@@ -122,9 +120,7 @@ class TestNewsAPI:
                     "source": "Bloomberg",
                     "time_published": "2026-02-04T09:00:00",
                     "url": "https://example.com/2",
-                    "ticker_sentiment": [
+                    "ticker_sentiment": [{"ticker": "AAPL", "ticker_sentiment_score": "-0.3"}],
-                        {"ticker": "AAPL", "ticker_sentiment_score": "-0.3"}
-                    ],
                     "overall_sentiment_score": "-0.2",
                 },
             ]
@@ -661,7 +657,9 @@ class TestGeminiClientWithExternalData:
         )
 
         # Mock the Gemini API call
-        with patch.object(client._client.aio.models, "generate_content", new_callable=AsyncMock) as mock_gen:
+        with patch.object(
+            client._client.aio.models, "generate_content", new_callable=AsyncMock
+        ) as mock_gen:
             mock_response = MagicMock()
             mock_response.text = '{"action": "BUY", "confidence": 85, "rationale": "Good news"}'
             mock_gen.return_value = mock_response

tests/test_db.py

@@ -1,9 +1,9 @@
 """Tests for database helper functions."""
 
-import tempfile
 import os
+import tempfile
 
-from src.db import get_open_position, init_db, log_trade
+from src.db import get_latest_buy_trade, get_open_position, init_db, log_trade
 
 
 def test_get_open_position_returns_latest_buy() -> None:
@@ -204,7 +204,8 @@ def test_mode_migration_adds_column_to_existing_db() -> None:
         assert "strategy_pnl" in columns
         assert "fx_pnl" in columns
         migrated = conn.execute(
-            "SELECT pnl, strategy_pnl, fx_pnl, session_id FROM trades WHERE stock_code='AAPL' LIMIT 1"
+            "SELECT pnl, strategy_pnl, fx_pnl, session_id "
+            "FROM trades WHERE stock_code='AAPL' LIMIT 1"
         ).fetchone()
         assert migrated is not None
         assert migrated[0] == 123.45
@@ -329,3 +330,87 @@ def test_log_trade_unknown_market_falls_back_to_unknown_session() -> None:
     row = conn.execute("SELECT session_id FROM trades ORDER BY id DESC LIMIT 1").fetchone()
     assert row is not None
     assert row[0] == "UNKNOWN"
+
+
+def test_get_latest_buy_trade_prefers_exchange_code_match() -> None:
+    conn = init_db(":memory:")
+    log_trade(
+        conn=conn,
+        stock_code="AAPL",
+        action="BUY",
+        confidence=80,
+        rationale="legacy",
+        quantity=10,
+        price=120.0,
+        market="US_NASDAQ",
+        exchange_code="",
+        decision_id="legacy-buy",
+    )
+    log_trade(
+        conn=conn,
+        stock_code="AAPL",
+        action="BUY",
+        confidence=85,
+        rationale="matched",
+        quantity=5,
+        price=125.0,
+        market="US_NASDAQ",
+        exchange_code="NASD",
+        decision_id="matched-buy",
+    )
+    matched = get_latest_buy_trade(
+        conn,
+        stock_code="AAPL",
+        market="US_NASDAQ",
+        exchange_code="NASD",
+    )
+    assert matched is not None
+    assert matched["decision_id"] == "matched-buy"
+
+
+def test_decision_logs_session_id_migration_backfills_unknown() -> None:
+    import sqlite3
+
+    with tempfile.NamedTemporaryFile(suffix=".db", delete=False) as f:
+        db_path = f.name
+    try:
+        old_conn = sqlite3.connect(db_path)
+        old_conn.execute(
+            """
+            CREATE TABLE decision_logs (
+                decision_id TEXT PRIMARY KEY,
+                timestamp TEXT NOT NULL,
+                stock_code TEXT NOT NULL,
+                market TEXT NOT NULL,
+                exchange_code TEXT NOT NULL,
+                action TEXT NOT NULL,
+                confidence INTEGER NOT NULL,
+                rationale TEXT NOT NULL,
+                context_snapshot TEXT NOT NULL,
+                input_data TEXT NOT NULL
+            )
+            """
+        )
+        old_conn.execute(
+            """
+            INSERT INTO decision_logs (
+                decision_id, timestamp, stock_code, market, exchange_code,
+                action, confidence, rationale, context_snapshot, input_data
+            ) VALUES (
+                'd1', '2026-01-01T00:00:00+00:00', 'AAPL', 'US_NASDAQ', 'NASD',
+                'BUY', 80, 'legacy row', '{}', '{}'
+            )
+            """
+        )
+        old_conn.commit()
+        old_conn.close()
+
+        conn = init_db(db_path)
+        columns = {row[1] for row in conn.execute("PRAGMA table_info(decision_logs)").fetchall()}
+        assert "session_id" in columns
+        row = conn.execute("SELECT session_id FROM decision_logs WHERE decision_id='d1'").fetchone()
+        assert row is not None
+        assert row[0] == "UNKNOWN"
+        conn.close()
+    finally:
+        os.unlink(db_path)

tests/test_decision_logger.py

@@ -49,7 +49,10 @@ def test_log_decision_creates_record(logger: DecisionLogger, db_conn: sqlite3.Co
 
     # Verify record exists in database
     cursor = db_conn.execute(
-        "SELECT decision_id, action, confidence FROM decision_logs WHERE decision_id = ?",
+        (
+            "SELECT decision_id, action, confidence, session_id "
+            "FROM decision_logs WHERE decision_id = ?"
+        ),
         (decision_id,),
     )
     row = cursor.fetchone()
@@ -57,6 +60,7 @@ def test_log_decision_creates_record(logger: DecisionLogger, db_conn: sqlite3.Co
     assert row[0] == decision_id
     assert row[1] == "BUY"
     assert row[2] == 85
+    assert row[3] == "UNKNOWN"
 
 
 def test_log_decision_stores_context_snapshot(logger: DecisionLogger) -> None:
@@ -84,6 +88,24 @@ def test_log_decision_stores_context_snapshot(logger: DecisionLogger) -> None:
     assert decision is not None
     assert decision.context_snapshot == context_snapshot
     assert decision.input_data == input_data
+    assert decision.session_id == "UNKNOWN"
+
+
+def test_log_decision_stores_explicit_session_id(logger: DecisionLogger) -> None:
+    decision_id = logger.log_decision(
+        stock_code="AAPL",
+        market="US_NASDAQ",
+        exchange_code="NASD",
+        action="BUY",
+        confidence=88,
+        rationale="session check",
+        context_snapshot={},
+        input_data={},
+        session_id="US_PRE",
+    )
+    decision = logger.get_decision_by_id(decision_id)
+    assert decision is not None
+    assert decision.session_id == "US_PRE"
 
 
 def test_get_unreviewed_decisions(logger: DecisionLogger) -> None:
@@ -278,6 +300,7 @@ def test_decision_log_dataclass() -> None:
         stock_code="005930",
         market="KR",
         exchange_code="KRX",
+        session_id="KRX_REG",
         action="BUY",
         confidence=85,
         rationale="Test",
@@ -286,6 +309,7 @@ def test_decision_log_dataclass() -> None:
     )
 
     assert log.decision_id == "test-uuid"
+    assert log.session_id == "KRX_REG"
     assert log.action == "BUY"
     assert log.confidence == 85
     assert log.reviewed is False

tests/test_evolution.py

@@ -208,7 +208,9 @@ def test_identify_failure_patterns_empty(optimizer: EvolutionOptimizer) -> None:
 
 
 @pytest.mark.asyncio
-async def test_generate_strategy_creates_file(optimizer: EvolutionOptimizer, tmp_path: Path) -> None:
+async def test_generate_strategy_creates_file(
+    optimizer: EvolutionOptimizer, tmp_path: Path
+) -> None:
     """Test that generate_strategy creates a strategy file."""
     failures = [
         {
@@ -234,7 +236,9 @@ async def test_generate_strategy_creates_file(optimizer: EvolutionOptimizer, tmp
     return {"action": "HOLD", "confidence": 50, "rationale": "Waiting"}
     """
 
-    with patch.object(optimizer._client.aio.models, "generate_content", new=AsyncMock(return_value=mock_response)):
+    with patch.object(
+        optimizer._client.aio.models, "generate_content", new=AsyncMock(return_value=mock_response)
+    ):
         with patch("src.evolution.optimizer.STRATEGIES_DIR", tmp_path):
             strategy_path = await optimizer.generate_strategy(failures)
 
@@ -245,6 +249,59 @@ async def test_generate_strategy_creates_file(optimizer: EvolutionOptimizer, tmp
     assert "def evaluate" in strategy_path.read_text()
 
 
+@pytest.mark.asyncio
+async def test_generate_strategy_saves_valid_python_code(
+    optimizer: EvolutionOptimizer,
+    tmp_path: Path,
+) -> None:
+    """Test that syntactically valid generated code is saved."""
+    failures = [{"decision_id": "1", "timestamp": "2024-01-15T09:30:00+00:00"}]
+
+    mock_response = Mock()
+    mock_response.text = (
+        'price = market_data.get("current_price", 0)\n'
+        "if price > 0:\n"
+        '    return {"action": "BUY", "confidence": 80, "rationale": "Positive price"}\n'
+        'return {"action": "HOLD", "confidence": 50, "rationale": "No signal"}\n'
+    )
+
+    with patch.object(
+        optimizer._client.aio.models, "generate_content", new=AsyncMock(return_value=mock_response)
+    ):
+        with patch("src.evolution.optimizer.STRATEGIES_DIR", tmp_path):
+            strategy_path = await optimizer.generate_strategy(failures)
+
+    assert strategy_path is not None
+    assert strategy_path.exists()
+
+
+@pytest.mark.asyncio
+async def test_generate_strategy_blocks_invalid_python_code(
+    optimizer: EvolutionOptimizer,
+    tmp_path: Path,
+    caplog: pytest.LogCaptureFixture,
+) -> None:
+    """Test that syntactically invalid generated code is not saved."""
+    failures = [{"decision_id": "1", "timestamp": "2024-01-15T09:30:00+00:00"}]
+
+    mock_response = Mock()
+    mock_response.text = (
+        'if market_data.get("current_price", 0) > 0\n'
+        '    return {"action": "BUY", "confidence": 80, "rationale": "broken"}\n'
+    )
+
+    with patch.object(
+        optimizer._client.aio.models, "generate_content", new=AsyncMock(return_value=mock_response)
+    ):
+        with patch("src.evolution.optimizer.STRATEGIES_DIR", tmp_path):
+            with caplog.at_level("WARNING"):
+                strategy_path = await optimizer.generate_strategy(failures)
+
+    assert strategy_path is None
+    assert list(tmp_path.glob("*.py")) == []
+    assert "failed syntax validation" in caplog.text
+
+
 @pytest.mark.asyncio
 async def test_generate_strategy_handles_api_error(optimizer: EvolutionOptimizer) -> None:
     """Test that generate_strategy handles Gemini API errors gracefully."""
@@ -264,6 +321,7 @@ def test_get_performance_summary() -> None:
     """Test getting performance summary from trades table."""
     # Create a temporary database with trades
     import tempfile
+
     with tempfile.NamedTemporaryFile(suffix=".db", delete=False) as tmp:
         tmp_path = tmp.name
 
@@ -558,7 +616,9 @@ def test_calculate_improvement_trend_declining(performance_tracker: PerformanceT
     assert trend["pnl_change"] == -250.0
 
 
-def test_calculate_improvement_trend_insufficient_data(performance_tracker: PerformanceTracker) -> None:
+def test_calculate_improvement_trend_insufficient_data(
+    performance_tracker: PerformanceTracker,
+) -> None:
     """Test improvement trend with insufficient data."""
     metrics = [
         StrategyMetrics(
@@ -672,7 +732,9 @@ async def test_full_evolution_pipeline(optimizer: EvolutionOptimizer, tmp_path:
     mock_response = Mock()
     mock_response.text = 'return {"action": "HOLD", "confidence": 50, "rationale": "Test"}'
 
-    with patch.object(optimizer._client.aio.models, "generate_content", new=AsyncMock(return_value=mock_response)):
+    with patch.object(
+        optimizer._client.aio.models, "generate_content", new=AsyncMock(return_value=mock_response)
+    ):
         with patch("src.evolution.optimizer.STRATEGIES_DIR", tmp_path):
             with patch("subprocess.run") as mock_run:
                 mock_run.return_value = Mock(returncode=0, stdout="", stderr="")

tests/test_logging_config.py

@@ -103,9 +103,7 @@ class TestSetupLogging:
         """setup_logging must attach a JSON handler to the root logger."""
         setup_logging(level=logging.DEBUG)
         root = logging.getLogger()
-        json_handlers = [
+        json_handlers = [h for h in root.handlers if isinstance(h.formatter, JSONFormatter)]
-            h for h in root.handlers if isinstance(h.formatter, JSONFormatter)
-        ]
         assert len(json_handlers) == 1
         assert root.level == logging.DEBUG
 

tests/test_market_schedule.py

@@ -173,9 +173,7 @@ class TestGetNextMarketOpen:
         """Should find next Monday opening when called on weekend."""
         # Saturday 2026-02-07 12:00 UTC
         test_time = datetime(2026, 2, 7, 12, 0, tzinfo=ZoneInfo("UTC"))
-        market, open_time = get_next_market_open(
+        market, open_time = get_next_market_open(enabled_markets=["KR"], now=test_time)
-            enabled_markets=["KR"], now=test_time
-        )
         assert market.code == "KR"
         # Monday 2026-02-09 09:00 KST
         expected = datetime(2026, 2, 9, 9, 0, tzinfo=ZoneInfo("Asia/Seoul"))
@@ -185,9 +183,7 @@ class TestGetNextMarketOpen:
         """Should find next day opening when called after market close."""
         # Monday 2026-02-02 16:00 KST (after close)
         test_time = datetime(2026, 2, 2, 16, 0, tzinfo=ZoneInfo("Asia/Seoul"))
-        market, open_time = get_next_market_open(
+        market, open_time = get_next_market_open(enabled_markets=["KR"], now=test_time)
-            enabled_markets=["KR"], now=test_time
-        )
         assert market.code == "KR"
         # Tuesday 2026-02-03 09:00 KST
         expected = datetime(2026, 2, 3, 9, 0, tzinfo=ZoneInfo("Asia/Seoul"))
@@ -197,9 +193,7 @@ class TestGetNextMarketOpen:
         """Should find earliest opening market among multiple."""
         # Saturday 2026-02-07 12:00 UTC
         test_time = datetime(2026, 2, 7, 12, 0, tzinfo=ZoneInfo("UTC"))
-        market, open_time = get_next_market_open(
+        market, open_time = get_next_market_open(enabled_markets=["KR", "US_NASDAQ"], now=test_time)
-            enabled_markets=["KR", "US_NASDAQ"], now=test_time
-        )
         # Monday 2026-02-09: KR opens at 09:00 KST = 00:00 UTC
         # Monday 2026-02-09: US opens at 09:30 EST = 14:30 UTC
         # KR opens first
@@ -214,9 +208,7 @@ class TestGetNextMarketOpen:
     def test_get_next_market_open_invalid_market(self) -> None:
         """Should skip invalid market codes."""
         test_time = datetime(2026, 2, 7, 12, 0, tzinfo=ZoneInfo("UTC"))
-        market, _ = get_next_market_open(
+        market, _ = get_next_market_open(enabled_markets=["INVALID", "KR"], now=test_time)
-            enabled_markets=["INVALID", "KR"], now=test_time
-        )
         assert market.code == "KR"
 
     def test_get_next_market_open_prefers_extended_session(self) -> None:

tests/test_overseas_broker.py

@@ -8,7 +8,7 @@ import aiohttp
 import pytest
 
 from src.broker.kis_api import KISBroker
-from src.broker.overseas import OverseasBroker, _PRICE_EXCHANGE_MAP, _RANKING_EXCHANGE_MAP
+from src.broker.overseas import _PRICE_EXCHANGE_MAP, _RANKING_EXCHANGE_MAP, OverseasBroker
 from src.config import Settings
 
 
@@ -85,25 +85,27 @@ class TestConfigDefaults:
         assert mock_settings.OVERSEAS_RANKING_VOLUME_TR_ID == "HHDFS76270000"
 
     def test_fluct_path(self, mock_settings: Settings) -> None:
-        assert mock_settings.OVERSEAS_RANKING_FLUCT_PATH == "/uapi/overseas-stock/v1/ranking/updown-rate"
+        assert (
+            mock_settings.OVERSEAS_RANKING_FLUCT_PATH
+            == "/uapi/overseas-stock/v1/ranking/updown-rate"
+        )
 
     def test_volume_path(self, mock_settings: Settings) -> None:
-        assert mock_settings.OVERSEAS_RANKING_VOLUME_PATH == "/uapi/overseas-stock/v1/ranking/volume-surge"
+        assert (
+            mock_settings.OVERSEAS_RANKING_VOLUME_PATH
+            == "/uapi/overseas-stock/v1/ranking/volume-surge"
+        )
 
 
 class TestFetchOverseasRankings:
     """Test fetch_overseas_rankings method."""
 
     @pytest.mark.asyncio
-    async def test_fluctuation_uses_correct_params(
+    async def test_fluctuation_uses_correct_params(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Fluctuation ranking should use HHDFS76290000, updown-rate path, and correct params."""
         mock_resp = AsyncMock()
         mock_resp.status = 200
-        mock_resp.json = AsyncMock(
+        mock_resp.json = AsyncMock(return_value={"output": [{"symb": "AAPL", "name": "Apple"}]})
-            return_value={"output": [{"symb": "AAPL", "name": "Apple"}]}
-        )
 
         mock_session = MagicMock()
         mock_session.get = MagicMock(return_value=_make_async_cm(mock_resp))
@@ -132,15 +134,11 @@ class TestFetchOverseasRankings:
         overseas_broker._broker._auth_headers.assert_called_with("HHDFS76290000")
 
     @pytest.mark.asyncio
-    async def test_volume_uses_correct_params(
+    async def test_volume_uses_correct_params(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Volume ranking should use HHDFS76270000, volume-surge path, and correct params."""
         mock_resp = AsyncMock()
         mock_resp.status = 200
-        mock_resp.json = AsyncMock(
+        mock_resp.json = AsyncMock(return_value={"output": [{"symb": "TSLA", "name": "Tesla"}]})
-            return_value={"output": [{"symb": "TSLA", "name": "Tesla"}]}
-        )
 
         mock_session = MagicMock()
         mock_session.get = MagicMock(return_value=_make_async_cm(mock_resp))
@@ -169,9 +167,7 @@ class TestFetchOverseasRankings:
         overseas_broker._broker._auth_headers.assert_called_with("HHDFS76270000")
 
     @pytest.mark.asyncio
-    async def test_404_returns_empty_list(
+    async def test_404_returns_empty_list(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """HTTP 404 should return empty list (fallback) instead of raising."""
         mock_resp = AsyncMock()
         mock_resp.status = 404
@@ -186,9 +182,7 @@ class TestFetchOverseasRankings:
         assert result == []
 
     @pytest.mark.asyncio
-    async def test_non_404_error_raises(
+    async def test_non_404_error_raises(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Non-404 HTTP errors should raise ConnectionError."""
         mock_resp = AsyncMock()
         mock_resp.status = 500
@@ -203,9 +197,7 @@ class TestFetchOverseasRankings:
             await overseas_broker.fetch_overseas_rankings("NASD")
 
     @pytest.mark.asyncio
-    async def test_empty_response_returns_empty(
+    async def test_empty_response_returns_empty(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Empty output in response should return empty list."""
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -220,18 +212,14 @@ class TestFetchOverseasRankings:
         assert result == []
 
     @pytest.mark.asyncio
-    async def test_ranking_disabled_returns_empty(
+    async def test_ranking_disabled_returns_empty(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """When OVERSEAS_RANKING_ENABLED=False, should return empty immediately."""
         overseas_broker._broker._settings.OVERSEAS_RANKING_ENABLED = False
         result = await overseas_broker.fetch_overseas_rankings("NASD")
         assert result == []
 
     @pytest.mark.asyncio
-    async def test_limit_truncates_results(
+    async def test_limit_truncates_results(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Results should be truncated to the specified limit."""
         rows = [{"symb": f"SYM{i}"} for i in range(20)]
         mock_resp = AsyncMock()
@@ -247,9 +235,7 @@ class TestFetchOverseasRankings:
         assert len(result) == 5
 
     @pytest.mark.asyncio
-    async def test_network_error_raises(
+    async def test_network_error_raises(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Network errors should raise ConnectionError."""
         cm = MagicMock()
         cm.__aenter__ = AsyncMock(side_effect=aiohttp.ClientError("timeout"))
@@ -264,9 +250,7 @@ class TestFetchOverseasRankings:
             await overseas_broker.fetch_overseas_rankings("NASD")
 
     @pytest.mark.asyncio
-    async def test_exchange_code_mapping_applied(
+    async def test_exchange_code_mapping_applied(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """All major exchanges should use mapped codes in API params."""
         for original, mapped in [("NASD", "NAS"), ("NYSE", "NYS"), ("AMEX", "AMS")]:
             mock_resp = AsyncMock()
@@ -298,7 +282,9 @@ class TestGetOverseasPrice:
         mock_session.get = MagicMock(return_value=_make_async_cm(mock_resp))
 
         _setup_broker_mocks(overseas_broker, mock_session)
-        overseas_broker._broker._auth_headers = AsyncMock(return_value={"authorization": "Bearer t"})
+        overseas_broker._broker._auth_headers = AsyncMock(
+            return_value={"authorization": "Bearer t"}
+        )
 
         result = await overseas_broker.get_overseas_price("NASD", "AAPL")
         assert result["output"]["last"] == "150.00"
@@ -530,11 +516,14 @@ class TestPriceExchangeMap:
     def test_price_map_equals_ranking_map(self) -> None:
         assert _PRICE_EXCHANGE_MAP is _RANKING_EXCHANGE_MAP
 
-    @pytest.mark.parametrize("original,expected", [
+    @pytest.mark.parametrize(
+        "original,expected",
+        [
             ("NASD", "NAS"),
             ("NYSE", "NYS"),
             ("AMEX", "AMS"),
-    ])
+        ],
+    )
     def test_us_exchange_code_mapping(self, original: str, expected: str) -> None:
         assert _PRICE_EXCHANGE_MAP[original] == expected
 
@@ -574,9 +563,7 @@ class TestOrderRtCdCheck:
         return OverseasBroker(broker)
 
     @pytest.mark.asyncio
-    async def test_success_rt_cd_returns_data(
+    async def test_success_rt_cd_returns_data(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """rt_cd='0' → order accepted, data returned."""
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -590,9 +577,7 @@ class TestOrderRtCdCheck:
         assert result["rt_cd"] == "0"
 
     @pytest.mark.asyncio
-    async def test_error_rt_cd_returns_data_with_msg(
+    async def test_error_rt_cd_returns_data_with_msg(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """rt_cd != '0' → order rejected, data still returned (caller checks rt_cd)."""
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -623,6 +608,7 @@ class TestPaperOverseasCash:
 
     def test_env_override(self) -> None:
         import os
+
         os.environ["PAPER_OVERSEAS_CASH"] = "25000"
         settings = Settings(
             KIS_APP_KEY="k",
@@ -635,6 +621,7 @@ class TestPaperOverseasCash:
 
     def test_zero_disables_fallback(self) -> None:
         import os
+
         os.environ["PAPER_OVERSEAS_CASH"] = "0"
         settings = Settings(
             KIS_APP_KEY="k",
@@ -822,9 +809,7 @@ class TestGetOverseasPendingOrders:
     """Tests for get_overseas_pending_orders method."""
 
     @pytest.mark.asyncio
-    async def test_paper_mode_returns_empty(
+    async def test_paper_mode_returns_empty(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Paper mode should immediately return [] without any API call."""
         # Default mock_settings has MODE="paper"
         overseas_broker._broker._settings = overseas_broker._broker._settings.model_copy(
@@ -855,9 +840,7 @@ class TestGetOverseasPendingOrders:
 
         overseas_broker._broker._auth_headers = mock_auth_headers  # type: ignore[method-assign]
 
-        pending_orders = [
+        pending_orders = [{"odno": "001", "pdno": "AAPL", "sll_buy_dvsn_cd": "02", "nccs_qty": "5"}]
-            {"odno": "001", "pdno": "AAPL", "sll_buy_dvsn_cd": "02", "nccs_qty": "5"}
-        ]
         mock_resp = AsyncMock()
         mock_resp.status = 200
         mock_resp.json = AsyncMock(return_value={"output": pending_orders})
@@ -879,9 +862,7 @@ class TestGetOverseasPendingOrders:
         assert captured_params[0]["OVRS_EXCG_CD"] == "NASD"
 
     @pytest.mark.asyncio
-    async def test_live_mode_connection_error(
+    async def test_live_mode_connection_error(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Network error in live mode should raise ConnectionError."""
         overseas_broker._broker._settings = overseas_broker._broker._settings.model_copy(
             update={"MODE": "live"}
@@ -926,55 +907,41 @@ class TestCancelOverseasOrder:
         return captured_tr_ids, mock_session
 
     @pytest.mark.asyncio
-    async def test_us_live_uses_tttt1004u(
+    async def test_us_live_uses_tttt1004u(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """US exchange in live mode should use TTTT1004U."""
         overseas_broker._broker._settings = overseas_broker._broker._settings.model_copy(
             update={"MODE": "live"}
         )
-        captured, _ = self._setup_cancel_mocks(
+        captured, _ = self._setup_cancel_mocks(overseas_broker, {"rt_cd": "0", "msg1": "OK"})
-            overseas_broker, {"rt_cd": "0", "msg1": "OK"}
-        )
 
         await overseas_broker.cancel_overseas_order("NASD", "AAPL", "ORD001", 5)
 
         assert "TTTT1004U" in captured
 
     @pytest.mark.asyncio
-    async def test_us_paper_uses_vttt1004u(
+    async def test_us_paper_uses_vttt1004u(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """US exchange in paper mode should use VTTT1004U."""
         # Default mock_settings has MODE="paper"
-        captured, _ = self._setup_cancel_mocks(
+        captured, _ = self._setup_cancel_mocks(overseas_broker, {"rt_cd": "0", "msg1": "OK"})
-            overseas_broker, {"rt_cd": "0", "msg1": "OK"}
-        )
 
         await overseas_broker.cancel_overseas_order("NASD", "AAPL", "ORD001", 5)
 
         assert "VTTT1004U" in captured
 
     @pytest.mark.asyncio
-    async def test_hk_live_uses_ttts1003u(
+    async def test_hk_live_uses_ttts1003u(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """SEHK exchange in live mode should use TTTS1003U."""
         overseas_broker._broker._settings = overseas_broker._broker._settings.model_copy(
             update={"MODE": "live"}
         )
-        captured, _ = self._setup_cancel_mocks(
+        captured, _ = self._setup_cancel_mocks(overseas_broker, {"rt_cd": "0", "msg1": "OK"})
-            overseas_broker, {"rt_cd": "0", "msg1": "OK"}
-        )
 
         await overseas_broker.cancel_overseas_order("SEHK", "0700", "ORD002", 10)
 
         assert "TTTS1003U" in captured
 
     @pytest.mark.asyncio
-    async def test_cancel_sets_rvse_cncl_dvsn_cd_02(
+    async def test_cancel_sets_rvse_cncl_dvsn_cd_02(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """Cancel body must include RVSE_CNCL_DVSN_CD='02' and OVRS_ORD_UNPR='0'."""
         captured_body: list[dict] = []
 
@@ -1005,9 +972,7 @@ class TestCancelOverseasOrder:
         assert captured_body[0]["ORGN_ODNO"] == "ORD003"
 
     @pytest.mark.asyncio
-    async def test_cancel_sets_hashkey_header(
+    async def test_cancel_sets_hashkey_header(self, overseas_broker: OverseasBroker) -> None:
-        self, overseas_broker: OverseasBroker
-    ) -> None:
         """hashkey must be set in the request headers."""
         captured_headers: list[dict] = []
         overseas_broker._broker._get_hash_key = AsyncMock(return_value="test_hash")  # type: ignore[method-assign]

tests/test_pre_market_planner.py

@@ -78,9 +78,7 @@ def _gemini_response_json(
                 "rationale": "Near circuit breaker",
             }
         ]
-    return json.dumps(
+    return json.dumps({"market_outlook": outlook, "global_rules": global_rules, "stocks": stocks})
-        {"market_outlook": outlook, "global_rules": global_rules, "stocks": stocks}
-    )
 
 
 def _make_planner(
@@ -564,8 +562,12 @@ class TestBuildPrompt:
     def test_prompt_contains_cross_market(self) -> None:
         planner = _make_planner()
         cross = CrossMarketContext(
-            market="US", date="2026-02-07", total_pnl=1.5,
+            market="US",
-            win_rate=60, index_change_pct=0.8, lessons=["Cut losses early"],
+            date="2026-02-07",
+            total_pnl=1.5,
+            win_rate=60,
+            index_change_pct=0.8,
+            lessons=["Cut losses early"],
         )
 
         prompt = planner._build_prompt("KR", [_candidate()], {}, None, cross)
@@ -683,9 +685,7 @@ class TestSmartFallbackPlaybook:
         )
 
     def test_momentum_candidate_gets_buy_on_volume(self) -> None:
-        candidates = [
+        candidates = [_candidate(code="CHOW", signal="momentum", volume_ratio=13.64, rsi=100.0)]
-            _candidate(code="CHOW", signal="momentum", volume_ratio=13.64, rsi=100.0)
-        ]
         settings = self._make_settings()
 
         pb = PreMarketPlanner._smart_fallback_playbook(
@@ -707,9 +707,7 @@ class TestSmartFallbackPlaybook:
         assert sell_sc.condition.price_change_pct_below == -3.0
 
     def test_oversold_candidate_gets_buy_on_rsi(self) -> None:
-        candidates = [
+        candidates = [_candidate(code="005930", signal="oversold", rsi=22.0, volume_ratio=3.5)]
-            _candidate(code="005930", signal="oversold", rsi=22.0, volume_ratio=3.5)
-        ]
         settings = self._make_settings()
 
         pb = PreMarketPlanner._smart_fallback_playbook(
@@ -776,9 +774,7 @@ class TestSmartFallbackPlaybook:
     def test_empty_candidates_returns_empty_playbook(self) -> None:
         settings = self._make_settings()
 
-        pb = PreMarketPlanner._smart_fallback_playbook(
+        pb = PreMarketPlanner._smart_fallback_playbook(date(2026, 2, 17), "US_AMEX", [], settings)
-            date(2026, 2, 17), "US_AMEX", [], settings
-        )
 
         assert pb.stock_count == 0
 
@@ -814,19 +810,14 @@ class TestSmartFallbackPlaybook:
         planner = _make_planner()
         planner._gemini.decide = AsyncMock(side_effect=ConnectionError("429 quota exceeded"))
         # momentum candidate
-        candidates = [
+        candidates = [_candidate(code="CHOW", signal="momentum", volume_ratio=13.64, rsi=100.0)]
-            _candidate(code="CHOW", signal="momentum", volume_ratio=13.64, rsi=100.0)
-        ]
 
-        pb = await planner.generate_playbook(
+        pb = await planner.generate_playbook("US_AMEX", candidates, today=date(2026, 2, 18))
-            "US_AMEX", candidates, today=date(2026, 2, 18)
-        )
 
         # Should NOT be all-SELL defensive; should have BUY for momentum
         assert pb.stock_count == 1
         buy_scenarios = [
-            s for s in pb.stock_playbooks[0].scenarios
+            s for s in pb.stock_playbooks[0].scenarios if s.action == ScenarioAction.BUY
-            if s.action == ScenarioAction.BUY
         ]
         assert len(buy_scenarios) == 1
         assert buy_scenarios[0].condition.volume_ratio_above == 2.0  # VOL_MULTIPLIER default

tests/test_scenario_engine.py

@@ -14,7 +14,7 @@ from src.strategy.models import (
     StockPlaybook,
     StockScenario,
 )
-from src.strategy.scenario_engine import ScenarioEngine, ScenarioMatch
+from src.strategy.scenario_engine import ScenarioEngine
 
 
 @pytest.fixture
@@ -162,8 +162,10 @@ class TestEvaluateCondition:
     def test_mixed_invalid_types_no_exception(self, engine: ScenarioEngine) -> None:
         """Various invalid types should not raise exceptions."""
         cond = StockCondition(
-            rsi_below=30.0, volume_ratio_above=2.0,
+            rsi_below=30.0,
-            price_above=100, price_change_pct_below=-1.0,
+            volume_ratio_above=2.0,
+            price_above=100,
+            price_change_pct_below=-1.0,
         )
         data = {
             "rsi": [25],  # list
@@ -356,9 +358,7 @@ class TestEvaluate:
 
     def test_match_details_populated(self, engine: ScenarioEngine) -> None:
         pb = _playbook(scenarios=[_scenario(rsi_below=30.0, volume_ratio_above=2.0)])
-        result = engine.evaluate(
+        result = engine.evaluate(pb, "005930", {"rsi": 25.0, "volume_ratio": 3.0}, {})
-            pb, "005930", {"rsi": 25.0, "volume_ratio": 3.0}, {}
-        )
         assert result.match_details.get("rsi") == 25.0
         assert result.match_details.get("volume_ratio") == 3.0
 
@@ -381,7 +381,9 @@ class TestEvaluate:
                 ),
                 StockPlaybook(
                     stock_code="MSFT",
-                    scenarios=[_scenario(rsi_above=75.0, action=ScenarioAction.SELL, confidence=80)],
+                    scenarios=[
+                        _scenario(rsi_above=75.0, action=ScenarioAction.SELL, confidence=80)
+                    ],
                 ),
             ],
         )
@@ -450,58 +452,42 @@ class TestEvaluate:
 class TestPositionAwareConditions:
     """Tests for unrealized_pnl_pct and holding_days condition fields."""
 
-    def test_evaluate_condition_unrealized_pnl_above_matches(
+    def test_evaluate_condition_unrealized_pnl_above_matches(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """unrealized_pnl_pct_above should match when P&L exceeds threshold."""
         condition = StockCondition(unrealized_pnl_pct_above=3.0)
         assert engine.evaluate_condition(condition, {"unrealized_pnl_pct": 5.0}) is True
 
-    def test_evaluate_condition_unrealized_pnl_above_no_match(
+    def test_evaluate_condition_unrealized_pnl_above_no_match(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """unrealized_pnl_pct_above should NOT match when P&L is below threshold."""
         condition = StockCondition(unrealized_pnl_pct_above=3.0)
         assert engine.evaluate_condition(condition, {"unrealized_pnl_pct": 2.0}) is False
 
-    def test_evaluate_condition_unrealized_pnl_below_matches(
+    def test_evaluate_condition_unrealized_pnl_below_matches(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """unrealized_pnl_pct_below should match when P&L is under threshold."""
         condition = StockCondition(unrealized_pnl_pct_below=-2.0)
         assert engine.evaluate_condition(condition, {"unrealized_pnl_pct": -3.5}) is True
 
-    def test_evaluate_condition_unrealized_pnl_below_no_match(
+    def test_evaluate_condition_unrealized_pnl_below_no_match(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """unrealized_pnl_pct_below should NOT match when P&L is above threshold."""
         condition = StockCondition(unrealized_pnl_pct_below=-2.0)
         assert engine.evaluate_condition(condition, {"unrealized_pnl_pct": -1.0}) is False
 
-    def test_evaluate_condition_holding_days_above_matches(
+    def test_evaluate_condition_holding_days_above_matches(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """holding_days_above should match when position held longer than threshold."""
         condition = StockCondition(holding_days_above=5)
         assert engine.evaluate_condition(condition, {"holding_days": 7}) is True
 
-    def test_evaluate_condition_holding_days_above_no_match(
+    def test_evaluate_condition_holding_days_above_no_match(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """holding_days_above should NOT match when position held shorter."""
         condition = StockCondition(holding_days_above=5)
         assert engine.evaluate_condition(condition, {"holding_days": 3}) is False
 
-    def test_evaluate_condition_holding_days_below_matches(
+    def test_evaluate_condition_holding_days_below_matches(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """holding_days_below should match when position held fewer days."""
         condition = StockCondition(holding_days_below=3)
         assert engine.evaluate_condition(condition, {"holding_days": 1}) is True
 
-    def test_evaluate_condition_holding_days_below_no_match(
+    def test_evaluate_condition_holding_days_below_no_match(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """holding_days_below should NOT match when held more days."""
         condition = StockCondition(holding_days_below=3)
         assert engine.evaluate_condition(condition, {"holding_days": 5}) is False
@@ -513,33 +499,33 @@ class TestPositionAwareConditions:
             holding_days_above=5,
         )
         # Both met → match
-        assert engine.evaluate_condition(
+        assert (
+            engine.evaluate_condition(
                 condition,
                 {"unrealized_pnl_pct": 4.5, "holding_days": 7},
-        ) is True
+            )
+            is True
+        )
         # Only pnl met → no match
-        assert engine.evaluate_condition(
+        assert (
+            engine.evaluate_condition(
                 condition,
                 {"unrealized_pnl_pct": 4.5, "holding_days": 3},
-        ) is False
+            )
+            is False
+        )
 
-    def test_missing_unrealized_pnl_does_not_match(
+    def test_missing_unrealized_pnl_does_not_match(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """Missing unrealized_pnl_pct key should not match the condition."""
         condition = StockCondition(unrealized_pnl_pct_above=3.0)
         assert engine.evaluate_condition(condition, {}) is False
 
-    def test_missing_holding_days_does_not_match(
+    def test_missing_holding_days_does_not_match(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """Missing holding_days key should not match the condition."""
         condition = StockCondition(holding_days_above=5)
         assert engine.evaluate_condition(condition, {}) is False
 
-    def test_match_details_includes_position_fields(
+    def test_match_details_includes_position_fields(self, engine: ScenarioEngine) -> None:
-        self, engine: ScenarioEngine
-    ) -> None:
         """match_details should include position fields when condition specifies them."""
         pb = _playbook(
             scenarios=[

tests/test_session_handover_check.py

@@ -0,0 +1,128 @@
+from __future__ import annotations
+
+import importlib.util
+from pathlib import Path
+
+
+def _load_module():
+    script_path = Path(__file__).resolve().parents[1] / "scripts" / "session_handover_check.py"
+    spec = importlib.util.spec_from_file_location("session_handover_check", script_path)
+    assert spec is not None
+    assert spec.loader is not None
+    module = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(module)
+    return module
+
+
+def test_ci_mode_skips_date_branch_and_merge_gate(monkeypatch, tmp_path) -> None:
+    module = _load_module()
+    handover = tmp_path / "session-handover.md"
+    handover.write_text(
+        "\n".join(
+            [
+                "### 2000-01-01 | session=test",
+                "- branch: feature/other-branch",
+                "- docs_checked: docs/workflow.md, docs/commands.md, docs/agent-constraints.md",
+                "- open_issues_reviewed: #1",
+                "- next_ticket: #123",
+                "- process_gate_checked: process_ticket=#1 merged_to_feature_branch=no",
+            ]
+        ),
+        encoding="utf-8",
+    )
+    monkeypatch.setattr(module, "HANDOVER_LOG", handover)
+
+    errors: list[str] = []
+    module._check_handover_entry(
+        branch="feature/current-branch",
+        strict=True,
+        ci_mode=True,
+        errors=errors,
+    )
+    assert errors == []
+
+
+def test_ci_mode_still_blocks_tbd_next_ticket(monkeypatch, tmp_path) -> None:
+    module = _load_module()
+    handover = tmp_path / "session-handover.md"
+    handover.write_text(
+        "\n".join(
+            [
+                "### 2000-01-01 | session=test",
+                "- branch: feature/other-branch",
+                "- docs_checked: docs/workflow.md, docs/commands.md, docs/agent-constraints.md",
+                "- open_issues_reviewed: #1",
+                "- next_ticket: #TBD",
+                "- process_gate_checked: process_ticket=#1 merged_to_feature_branch=no",
+            ]
+        ),
+        encoding="utf-8",
+    )
+    monkeypatch.setattr(module, "HANDOVER_LOG", handover)
+
+    errors: list[str] = []
+    module._check_handover_entry(
+        branch="feature/current-branch",
+        strict=True,
+        ci_mode=True,
+        errors=errors,
+    )
+    assert "latest handover entry must not use placeholder next_ticket (#TBD)" in errors
+
+
+def test_non_ci_strict_enforces_date_branch_and_merge_gate(monkeypatch, tmp_path) -> None:
+    module = _load_module()
+    handover = tmp_path / "session-handover.md"
+    handover.write_text(
+        "\n".join(
+            [
+                "### 2000-01-01 | session=test",
+                "- branch: feature/other-branch",
+                "- docs_checked: docs/workflow.md, docs/commands.md, docs/agent-constraints.md",
+                "- open_issues_reviewed: #1",
+                "- next_ticket: #123",
+                "- process_gate_checked: process_ticket=#1 merged_to_feature_branch=no",
+            ]
+        ),
+        encoding="utf-8",
+    )
+    monkeypatch.setattr(module, "HANDOVER_LOG", handover)
+
+    errors: list[str] = []
+    module._check_handover_entry(
+        branch="feature/current-branch",
+        strict=True,
+        ci_mode=False,
+        errors=errors,
+    )
+    assert any("must contain today's UTC date" in e for e in errors)
+    assert any("must target current branch" in e for e in errors)
+    assert any("merged_to_feature_branch=no" in e for e in errors)
+
+
+def test_non_ci_strict_still_blocks_tbd_next_ticket(monkeypatch, tmp_path) -> None:
+    module = _load_module()
+    handover = tmp_path / "session-handover.md"
+    handover.write_text(
+        "\n".join(
+            [
+                "### 2000-01-01 | session=test",
+                "- branch: feature/other-branch",
+                "- docs_checked: docs/workflow.md, docs/commands.md, docs/agent-constraints.md",
+                "- open_issues_reviewed: #1",
+                "- next_ticket: #TBD",
+                "- process_gate_checked: process_ticket=#1 merged_to_feature_branch=yes",
+            ]
+        ),
+        encoding="utf-8",
+    )
+    monkeypatch.setattr(module, "HANDOVER_LOG", handover)
+
+    errors: list[str] = []
+    module._check_handover_entry(
+        branch="feature/current-branch",
+        strict=True,
+        ci_mode=False,
+        errors=errors,
+    )
+    assert "latest handover entry must not use placeholder next_ticket (#TBD)" in errors

tests/test_smart_scanner.py

@@ -2,9 +2,10 @@
 
 from __future__ import annotations
 
-import pytest
 from unittest.mock import AsyncMock, MagicMock
 
+import pytest
+
 from src.analysis.smart_scanner import ScanCandidate, SmartVolatilityScanner
 from src.analysis.volatility import VolatilityAnalyzer
 from src.broker.kis_api import KISBroker
@@ -200,9 +201,7 @@ class TestSmartVolatilityScanner:
         assert len(candidates) <= scanner.top_n
 
     @pytest.mark.asyncio
-    async def test_get_stock_codes(
+    async def test_get_stock_codes(self, scanner: SmartVolatilityScanner) -> None:
-        self, scanner: SmartVolatilityScanner
-    ) -> None:
         """Test extraction of stock codes from candidates."""
         candidates = [
             ScanCandidate(

tests/test_strategy_models.py

@@ -19,7 +19,6 @@ from src.strategy.models import (
     StockScenario,
 )
 
-
 # ---------------------------------------------------------------------------
 # StockCondition
 # ---------------------------------------------------------------------------

tests/test_telegram.py

@@ -5,7 +5,11 @@ from unittest.mock import AsyncMock, patch
 import aiohttp
 import pytest
 
-from src.notifications.telegram_client import NotificationFilter, NotificationPriority, TelegramClient
+from src.notifications.telegram_client import (
+    NotificationFilter,
+    NotificationPriority,
+    TelegramClient,
+)
 
 
 class TestTelegramClientInit:
@@ -13,9 +17,7 @@ class TestTelegramClientInit:
 
     def test_disabled_via_flag(self) -> None:
         """Client disabled via enabled=False flag."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=False)
-            bot_token="123:abc", chat_id="456", enabled=False
-        )
         assert client._enabled is False
 
     def test_disabled_missing_token(self) -> None:
@@ -30,9 +32,7 @@ class TestTelegramClientInit:
 
     def test_enabled_with_credentials(self) -> None:
         """Client enabled when credentials provided."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
         assert client._enabled is True
 
 
@@ -42,9 +42,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_send_message_success(self) -> None:
         """send_message returns True on successful send."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -76,9 +74,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_send_message_api_error(self) -> None:
         """send_message returns False on API error."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 400
@@ -93,9 +89,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_send_message_with_markdown(self) -> None:
         """send_message supports different parse modes."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -128,9 +122,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_trade_execution_format(self) -> None:
         """Trade notification has correct format."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -163,9 +155,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_playbook_generated_format(self) -> None:
         """Playbook generated notification has expected fields."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -190,9 +180,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_scenario_matched_format(self) -> None:
         """Scenario matched notification has expected fields."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -217,9 +205,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_playbook_failed_format(self) -> None:
         """Playbook failed notification has expected fields."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -240,9 +226,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_circuit_breaker_priority(self) -> None:
         """Circuit breaker uses CRITICAL priority."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -260,9 +244,7 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_api_error_handling(self) -> None:
         """API errors logged but don't crash."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 400
@@ -277,25 +259,19 @@ class TestNotificationSending:
     @pytest.mark.asyncio
     async def test_timeout_handling(self) -> None:
         """Timeouts logged but don't crash."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         with patch(
             "aiohttp.ClientSession.post",
             side_effect=aiohttp.ClientError("Connection timeout"),
         ):
             # Should not raise exception
-            await client.notify_error(
+            await client.notify_error(error_type="Test Error", error_msg="Test", context="test")
-                error_type="Test Error", error_msg="Test", context="test"
-            )
 
     @pytest.mark.asyncio
     async def test_session_management(self) -> None:
         """Session created and reused correctly."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         # Session should be None initially
         assert client._session is None
@@ -324,9 +300,7 @@ class TestRateLimiting:
         """Rate limiter delays rapid requests."""
         import time
 
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True, rate_limit=2.0)
-            bot_token="123:abc", chat_id="456", enabled=True, rate_limit=2.0
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -353,9 +327,7 @@ class TestMessagePriorities:
     @pytest.mark.asyncio
     async def test_low_priority_uses_info_emoji(self) -> None:
         """LOW priority uses ℹ️ emoji."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -371,9 +343,7 @@ class TestMessagePriorities:
     @pytest.mark.asyncio
     async def test_critical_priority_uses_alarm_emoji(self) -> None:
         """CRITICAL priority uses 🚨 emoji."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -389,9 +359,7 @@ class TestMessagePriorities:
     @pytest.mark.asyncio
     async def test_playbook_generated_priority(self) -> None:
         """Playbook generated uses MEDIUM priority emoji."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -412,9 +380,7 @@ class TestMessagePriorities:
     @pytest.mark.asyncio
     async def test_playbook_failed_priority(self) -> None:
         """Playbook failed uses HIGH priority emoji."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -433,9 +399,7 @@ class TestMessagePriorities:
     @pytest.mark.asyncio
     async def test_scenario_matched_priority(self) -> None:
         """Scenario matched uses HIGH priority emoji."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_resp = AsyncMock()
         mock_resp.status = 200
@@ -460,9 +424,7 @@ class TestClientCleanup:
     @pytest.mark.asyncio
     async def test_close_closes_session(self) -> None:
         """close() closes the HTTP session."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         mock_session = AsyncMock()
         mock_session.closed = False
@@ -475,9 +437,7 @@ class TestClientCleanup:
     @pytest.mark.asyncio
     async def test_close_handles_no_session(self) -> None:
         """close() handles None session gracefully."""
-        client = TelegramClient(
+        client = TelegramClient(bot_token="123:abc", chat_id="456", enabled=True)
-            bot_token="123:abc", chat_id="456", enabled=True
-        )
 
         # Should not raise exception
         await client.close()
@@ -535,8 +495,12 @@ class TestNotificationFilter:
         )
         with patch("aiohttp.ClientSession.post") as mock_post:
             await client.notify_trade_execution(
-                stock_code="005930", market="KR", action="BUY",
+                stock_code="005930",
-                quantity=10, price=70000.0, confidence=85.0
+                market="KR",
+                action="BUY",
+                quantity=10,
+                price=70000.0,
+                confidence=85.0,
             )
             mock_post.assert_not_called()
 
@@ -556,8 +520,13 @@ class TestNotificationFilter:
     async def test_circuit_breaker_always_sends_regardless_of_filter(self) -> None:
         """notify_circuit_breaker always sends (no filter flag)."""
         nf = NotificationFilter(
-            trades=False, market_open_close=False, fat_finger=False,
+            trades=False,
-            system_events=False, playbook=False, scenario_match=False, errors=False,
+            market_open_close=False,
+            fat_finger=False,
+            system_events=False,
+            playbook=False,
+            scenario_match=False,
+            errors=False,
         )
         client = TelegramClient(
             bot_token="123:abc", chat_id="456", enabled=True, notification_filter=nf
@@ -617,7 +586,7 @@ class TestNotificationFilter:
         nf = NotificationFilter()
         assert nf.set_flag("unknown_key", False) is False
 
-    def test_as_dict_keys_match_KEYS(self) -> None:
+    def test_as_dict_keys_match_keys(self) -> None:
         """as_dict() returns every key defined in KEYS."""
         nf = NotificationFilter()
         d = nf.as_dict()
@@ -640,10 +609,17 @@ class TestNotificationFilter:
     def test_set_notification_all_on(self) -> None:
         """set_notification('all', True) enables every filter flag."""
         client = TelegramClient(
-            bot_token="123:abc", chat_id="456", enabled=True,
+            bot_token="123:abc",
+            chat_id="456",
+            enabled=True,
             notification_filter=NotificationFilter(
-                trades=False, market_open_close=False, scenario_match=False,
+                trades=False,
-                fat_finger=False, system_events=False, playbook=False, errors=False,
+                market_open_close=False,
+                scenario_match=False,
+                fat_finger=False,
+                system_events=False,
+                playbook=False,
+                errors=False,
             ),
         )
         assert client.set_notification("all", True) is True

tests/test_telegram_commands.py

@@ -357,8 +357,7 @@ class TestTradingControlCommands:
 
             pause_event.set()
             await client.send_message(
-                "<b>▶️ Trading Resumed</b>\n\n"
+                "<b>▶️ Trading Resumed</b>\n\nTrading operations have been restarted."
-                "Trading operations have been restarted."
             )
 
         handler.register_command("resume", mock_resume)
@@ -526,9 +525,7 @@ class TestStatusCommands:
 
         async def mock_status_error() -> None:
             """Mock /status handler with error."""
-            await client.send_message(
+            await client.send_message("<b>⚠️ Error</b>\n\nFailed to retrieve trading status.")
-                "<b>⚠️ Error</b>\n\nFailed to retrieve trading status."
-            )
 
         handler.register_command("status", mock_status_error)
 
@@ -603,10 +600,7 @@ class TestStatusCommands:
 
         async def mock_positions_empty() -> None:
             """Mock /positions handler with no positions."""
-            message = (
+            message = "<b>💼 Account Summary</b>\n\nNo balance information available."
-                "<b>💼 Account Summary</b>\n\n"
-                "No balance information available."
-            )
             await client.send_message(message)
 
         handler.register_command("positions", mock_positions_empty)
@@ -639,9 +633,7 @@ class TestStatusCommands:
 
         async def mock_positions_error() -> None:
             """Mock /positions handler with error."""
-            await client.send_message(
+            await client.send_message("<b>⚠️ Error</b>\n\nFailed to retrieve positions.")
-                "<b>⚠️ Error</b>\n\nFailed to retrieve positions."
-            )
 
         handler.register_command("positions", mock_positions_error)
 

tests/test_triple_barrier.py

@@ -1,5 +1,9 @@
 from __future__ import annotations
 
+from datetime import UTC, datetime, timedelta
+
+import pytest
+
 from src.analysis.triple_barrier import TripleBarrierSpec, label_with_triple_barrier
 
 
@@ -129,3 +133,52 @@ def test_short_tie_break_modes() -> None:
     )
     assert out_take.label == 1
     assert out_take.touched == "take_profit"
+
+
+def test_minutes_time_barrier_consistent_across_sampling() -> None:
+    base = datetime(2026, 2, 28, 9, 0, tzinfo=UTC)
+    highs = [100.0, 100.5, 100.6, 100.4]
+    lows = [100.0, 99.6, 99.4, 99.5]
+    closes = [100.0, 100.1, 100.0, 100.0]
+    spec = TripleBarrierSpec(
+        take_profit_pct=0.02,
+        stop_loss_pct=0.02,
+        max_holding_minutes=5,
+    )
+
+    out_1m = label_with_triple_barrier(
+        highs=highs,
+        lows=lows,
+        closes=closes,
+        timestamps=[base + timedelta(minutes=i) for i in range(4)],
+        entry_index=0,
+        side=1,
+        spec=spec,
+    )
+    out_5m = label_with_triple_barrier(
+        highs=highs,
+        lows=lows,
+        closes=closes,
+        timestamps=[base + timedelta(minutes=5 * i) for i in range(4)],
+        entry_index=0,
+        side=1,
+        spec=spec,
+    )
+    assert out_1m.touch_bar == 3
+    assert out_5m.touch_bar == 1
+
+
+def test_bars_mode_emits_deprecation_warning() -> None:
+    highs = [100, 101, 103]
+    lows = [100, 99.6, 100]
+    closes = [100, 100, 102]
+    spec = TripleBarrierSpec(take_profit_pct=0.02, stop_loss_pct=0.01, max_holding_bars=3)
+    with pytest.deprecated_call(match="max_holding_bars is deprecated"):
+        label_with_triple_barrier(
+            highs=highs,
+            lows=lows,
+            closes=closes,
+            entry_index=0,
+            side=1,
+            spec=spec,
+        )

tests/test_validate_docs_sync.py

@@ -0,0 +1,123 @@
+from __future__ import annotations
+
+import importlib.util
+from pathlib import Path
+
+
+def _load_module():
+    script_path = Path(__file__).resolve().parents[1] / "scripts" / "validate_docs_sync.py"
+    spec = importlib.util.spec_from_file_location("validate_docs_sync", script_path)
+    assert spec is not None
+    assert spec.loader is not None
+    module = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(module)
+    return module
+
+
+def test_collect_command_endpoints_parses_markdown_table_rows() -> None:
+    module = _load_module()
+    text = "\n".join(
+        [
+            "| Endpoint | Description |",
+            "|----------|-------------|",
+            "| `GET /api/status` | status |",
+            "| `POST /api/run` | run |",
+            "| not-a-row | ignored |",
+        ]
+    )
+    endpoints = module.collect_command_endpoints(text)
+    assert endpoints == ["GET /api/status", "POST /api/run"]
+
+
+def test_validate_links_resolve_detects_absolute_and_broken_links(tmp_path) -> None:
+    module = _load_module()
+    doc = tmp_path / "doc.md"
+    existing = tmp_path / "ok.md"
+    existing.write_text("# ok\n", encoding="utf-8")
+    doc.write_text(
+        "\n".join(
+            [
+                "[ok](./ok.md)",
+                "[abs](/tmp/nowhere.md)",
+                "[broken](./missing.md)",
+            ]
+        ),
+        encoding="utf-8",
+    )
+    errors: list[str] = []
+    module.validate_links_resolve(doc, doc.read_text(encoding="utf-8"), errors)
+
+    assert any("absolute link is forbidden" in err for err in errors)
+    assert any("broken link" in err for err in errors)
+
+
+def test_validate_summary_docs_reference_core_docs(monkeypatch) -> None:
+    module = _load_module()
+    errors: list[str] = []
+    fake_docs = {
+        str(module.REQUIRED_FILES["README.md"]): (
+            "docs/workflow.md docs/commands.md docs/testing.md"
+        ),
+        str(module.REQUIRED_FILES["CLAUDE.md"]): "docs/workflow.md docs/commands.md",
+    }
+
+    def fake_read(path: Path) -> str:
+        return fake_docs[str(path)]
+
+    monkeypatch.setattr(module, "_read", fake_read)
+    module.validate_summary_docs_reference_core_docs(errors)
+    assert errors == []
+
+
+def test_validate_summary_docs_reference_core_docs_reports_missing_links(
+    monkeypatch,
+) -> None:
+    module = _load_module()
+    errors: list[str] = []
+    fake_docs = {
+        str(module.REQUIRED_FILES["README.md"]): "docs/workflow.md",
+        str(module.REQUIRED_FILES["CLAUDE.md"]): "docs/workflow.md",
+    }
+
+    def fake_read(path: Path) -> str:
+        return fake_docs[str(path)]
+
+    monkeypatch.setattr(module, "_read", fake_read)
+    module.validate_summary_docs_reference_core_docs(errors)
+
+    assert any("README.md" in err and "docs/commands.md" in err for err in errors)
+    assert any("README.md" in err and "docs/testing.md" in err for err in errors)
+    assert any("CLAUDE.md" in err and "docs/commands.md" in err for err in errors)
+
+
+def test_validate_commands_endpoint_duplicates_reports_duplicates(monkeypatch) -> None:
+    module = _load_module()
+    errors: list[str] = []
+    text = "\n".join(
+        [
+            "| `GET /api/status` | status |",
+            "| `GET /api/status` | duplicate |",
+        ]
+    )
+
+    def fake_read(path: Path) -> str:
+        assert path == module.REQUIRED_FILES["commands"]
+        return text
+
+    monkeypatch.setattr(module, "_read", fake_read)
+    module.validate_commands_endpoint_duplicates(errors)
+    assert errors
+    assert "duplicated API endpoint row -> GET /api/status" in errors[0]
+
+
+def test_validate_testing_doc_has_dynamic_count_guidance(monkeypatch) -> None:
+    module = _load_module()
+    errors: list[str] = []
+
+    def fake_read(path: Path) -> str:
+        assert path == module.REQUIRED_FILES["testing"]
+        return "Use pytest --collect-only -q for dynamic counts."
+
+    monkeypatch.setattr(module, "_read", fake_read)
+    module.validate_testing_doc_has_dynamic_count_guidance(errors)
+    assert errors == []

tests/test_validate_governance_assets.py

@@ -0,0 +1,189 @@
+from __future__ import annotations
+
+import importlib.util
+from pathlib import Path
+from types import SimpleNamespace
+
+
+def _load_module():
+    script_path = Path(__file__).resolve().parents[1] / "scripts" / "validate_governance_assets.py"
+    spec = importlib.util.spec_from_file_location("validate_governance_assets", script_path)
+    assert spec is not None
+    assert spec.loader is not None
+    module = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(module)
+    return module
+
+
+def test_is_policy_file_detects_ouroboros_policy_docs() -> None:
+    module = _load_module()
+    assert module.is_policy_file("docs/ouroboros/85_loss_recovery_action_plan.md")
+    assert not module.is_policy_file("docs/ouroboros/01_requirements_registry.md")
+    assert not module.is_policy_file("docs/workflow.md")
+    assert not module.is_policy_file("docs/ouroboros/notes.txt")
+
+
+def test_validate_registry_sync_requires_registry_update_when_policy_changes() -> None:
+    module = _load_module()
+    errors: list[str] = []
+    module.validate_registry_sync(
+        ["docs/ouroboros/85_loss_recovery_action_plan.md"],
+        errors,
+    )
+    assert errors
+    assert "policy file changed without updating" in errors[0]
+
+
+def test_validate_registry_sync_passes_when_registry_included() -> None:
+    module = _load_module()
+    errors: list[str] = []
+    module.validate_registry_sync(
+        [
+            "docs/ouroboros/85_loss_recovery_action_plan.md",
+            "docs/ouroboros/01_requirements_registry.md",
+        ],
+        errors,
+    )
+    assert errors == []
+
+
+def test_load_changed_files_supports_explicit_paths() -> None:
+    module = _load_module()
+    errors: list[str] = []
+    changed = module.load_changed_files(
+        ["./docs/ouroboros/85_loss_recovery_action_plan.md", " src/main.py "],
+        errors,
+    )
+    assert errors == []
+    assert changed == [
+        "docs/ouroboros/85_loss_recovery_action_plan.md",
+        "src/main.py",
+    ]
+
+
+def test_load_changed_files_with_range_uses_git_diff(monkeypatch) -> None:
+    module = _load_module()
+    errors: list[str] = []
+
+    def fake_run(cmd, check, capture_output, text):  # noqa: ANN001
+        assert cmd[:3] == ["git", "diff", "--name-only"]
+        assert check is True
+        assert capture_output is True
+        assert text is True
+        return SimpleNamespace(
+            stdout="docs/ouroboros/85_loss_recovery_action_plan.md\nsrc/main.py\n"
+        )
+
+    monkeypatch.setattr(module.subprocess, "run", fake_run)
+    changed = module.load_changed_files(["abc...def"], errors)
+    assert errors == []
+    assert changed == [
+        "docs/ouroboros/85_loss_recovery_action_plan.md",
+        "src/main.py",
+    ]
+
+
+def test_validate_task_req_mapping_reports_missing_req_reference(tmp_path) -> None:
+    module = _load_module()
+    doc = tmp_path / "work_orders.md"
+    doc.write_text(
+        "- `TASK-OPS-999` no req mapping line\n",
+        encoding="utf-8",
+    )
+    errors: list[str] = []
+    module.validate_task_req_mapping(errors, task_doc=doc)
+    assert errors
+    assert "TASK without REQ mapping" in errors[0]
+
+
+def test_validate_task_req_mapping_passes_when_req_present(tmp_path) -> None:
+    module = _load_module()
+    doc = tmp_path / "work_orders.md"
+    doc.write_text(
+        "- `TASK-OPS-999` (`REQ-OPS-001`): enforce timezone labels\n",
+        encoding="utf-8",
+    )
+    errors: list[str] = []
+    module.validate_task_req_mapping(errors, task_doc=doc)
+    assert errors == []
+
+
+def test_validate_pr_traceability_warns_when_req_missing(monkeypatch) -> None:
+    module = _load_module()
+    monkeypatch.setenv("GOVERNANCE_PR_TITLE", "feat: update policy checker")
+    monkeypatch.setenv("GOVERNANCE_PR_BODY", "Refs: TASK-OPS-001 TEST-ACC-007")
+    warnings: list[str] = []
+    module.validate_pr_traceability(warnings)
+    assert warnings
+    assert "PR text missing REQ-ID reference" in warnings
+
+
+def test_validate_read_only_approval_requires_evidence(monkeypatch) -> None:
+    module = _load_module()
+    changed_files = ["src/core/risk_manager.py"]
+    errors: list[str] = []
+    warnings: list[str] = []
+    monkeypatch.setenv(
+        "GOVERNANCE_PR_BODY",
+        "\n".join(
+            [
+                "## READ-ONLY Approval (Required when touching READ-ONLY files)",
+                "- Touched READ-ONLY files: src/core/risk_manager.py",
+                "- Human approval: TBD",
+                "- Test suite 1: pytest -q",
+                "- Test suite 2: TBD",
+            ]
+        ),
+    )
+
+    module.validate_read_only_approval(changed_files, errors, warnings)
+    assert warnings == []
+    assert any("Human approval" in err for err in errors)
+    assert any("Test suite 2" in err for err in errors)
+
+
+def test_validate_read_only_approval_passes_with_complete_evidence(monkeypatch) -> None:
+    module = _load_module()
+    changed_files = ["src/core/risk_manager.py"]
+    errors: list[str] = []
+    warnings: list[str] = []
+    monkeypatch.setenv(
+        "GOVERNANCE_PR_BODY",
+        "\n".join(
+            [
+                "## READ-ONLY Approval (Required when touching READ-ONLY files)",
+                "- Touched READ-ONLY files: src/core/risk_manager.py",
+                "- Human approval: https://example.com/review/123",
+                "- Test suite 1: pytest -q tests/test_risk.py",
+                "- Test suite 2: pytest -q tests/test_main.py -k risk",
+            ]
+        ),
+    )
+
+    module.validate_read_only_approval(changed_files, errors, warnings)
+    assert errors == []
+    assert warnings == []
+
+
+def test_validate_read_only_approval_warns_without_pr_body(monkeypatch) -> None:
+    module = _load_module()
+    changed_files = ["src/core/risk_manager.py"]
+    errors: list[str] = []
+    warnings: list[str] = []
+    monkeypatch.delenv("GOVERNANCE_PR_BODY", raising=False)
+
+    module.validate_read_only_approval(changed_files, errors, warnings)
+    assert errors == []
+    assert warnings
+    assert "approval evidence check skipped" in warnings[0]
+
+
+def test_validate_read_only_approval_skips_when_no_readonly_file_changed() -> None:
+    module = _load_module()
+    changed_files = ["src/main.py"]
+    errors: list[str] = []
+    warnings: list[str] = []
+
+    module.validate_read_only_approval(changed_files, errors, warnings)
+    assert errors == []
+    assert warnings == []

tests/test_validate_ouroboros_docs.py

@@ -0,0 +1,81 @@
+from __future__ import annotations
+
+import importlib.util
+from pathlib import Path
+
+
+def _load_module():
+    script_path = Path(__file__).resolve().parents[1] / "scripts" / "validate_ouroboros_docs.py"
+    spec = importlib.util.spec_from_file_location("validate_ouroboros_docs", script_path)
+    assert spec is not None
+    assert spec.loader is not None
+    module = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(module)
+    return module
+
+
+def test_validate_plan_source_link_accepts_canonical_source_path() -> None:
+    module = _load_module()
+    errors: list[str] = []
+    path = Path("docs/ouroboros/README.md").resolve()
+
+    assert module.validate_plan_source_link(path, "./source/ouroboros_plan_v2.txt", errors) is False
+    assert module.validate_plan_source_link(path, "./source/ouroboros_plan_v3.txt", errors) is False
+
+    assert errors == []
+
+
+def test_validate_plan_source_link_rejects_root_relative_path() -> None:
+    module = _load_module()
+    errors: list[str] = []
+    path = Path("docs/ouroboros/README.md").resolve()
+
+    handled = module.validate_plan_source_link(
+        path,
+        "/home/agentson/repos/The-Ouroboros/ouroboros_plan_v2.txt",
+        errors,
+    )
+
+    assert handled is True
+    assert errors
+    assert "invalid plan link path" in errors[0]
+    assert "use ./source/ouroboros_plan_v2.txt" in errors[0]
+
+
+def test_validate_plan_source_link_rejects_repo_root_relative_path() -> None:
+    module = _load_module()
+    errors: list[str] = []
+    path = Path("docs/ouroboros/README.md").resolve()
+
+    handled = module.validate_plan_source_link(path, "../../ouroboros_plan_v2.txt", errors)
+
+    assert handled is True
+    assert errors
+    assert "invalid plan link path" in errors[0]
+    assert "must resolve to docs/ouroboros/source/ouroboros_plan_v2.txt" in errors[0]
+
+
+def test_validate_plan_source_link_accepts_fragment_suffix() -> None:
+    module = _load_module()
+    errors: list[str] = []
+    path = Path("docs/ouroboros/README.md").resolve()
+
+    handled = module.validate_plan_source_link(path, "./source/ouroboros_plan_v2.txt#sec", errors)
+
+    assert handled is False
+    assert errors == []
+
+
+def test_validate_links_avoids_duplicate_error_for_invalid_plan_link(tmp_path) -> None:
+    module = _load_module()
+    errors: list[str] = []
+    doc = tmp_path / "doc.md"
+    doc.write_text(
+        "[v2](/home/agentson/repos/The-Ouroboros/ouroboros_plan_v2.txt)\n",
+        encoding="utf-8",
+    )
+
+    module.validate_links(doc, doc.read_text(encoding="utf-8"), errors)
+
+    assert len(errors) == 1
+    assert "invalid plan link path" in errors[0]

tests/test_volatility.py

@@ -80,9 +80,7 @@ class TestVolatilityAnalyzer:
         # ATR should be roughly the average true range
         assert 3.0 <= atr <= 6.0
 
-    def test_calculate_atr_insufficient_data(
+    def test_calculate_atr_insufficient_data(self, volatility_analyzer: VolatilityAnalyzer) -> None:
-        self, volatility_analyzer: VolatilityAnalyzer
-    ) -> None:
         """Test ATR with insufficient data returns 0."""
         high_prices = [110.0, 112.0]
         low_prices = [105.0, 107.0]
@@ -120,17 +118,13 @@ class TestVolatilityAnalyzer:
         surge = volatility_analyzer.calculate_volume_surge(1000.0, 0.0)
         assert surge == 1.0
 
-    def test_calculate_pv_divergence_bullish(
+    def test_calculate_pv_divergence_bullish(self, volatility_analyzer: VolatilityAnalyzer) -> None:
-        self, volatility_analyzer: VolatilityAnalyzer
-    ) -> None:
         """Test bullish price-volume divergence."""
         # Price up + Volume up = bullish
         divergence = volatility_analyzer.calculate_pv_divergence(5.0, 2.0)
         assert divergence > 0.0
 
-    def test_calculate_pv_divergence_bearish(
+    def test_calculate_pv_divergence_bearish(self, volatility_analyzer: VolatilityAnalyzer) -> None:
-        self, volatility_analyzer: VolatilityAnalyzer
-    ) -> None:
         """Test bearish price-volume divergence."""
         # Price up + Volume down = bearish divergence
         divergence = volatility_analyzer.calculate_pv_divergence(5.0, 0.5)
@@ -144,9 +138,7 @@ class TestVolatilityAnalyzer:
         divergence = volatility_analyzer.calculate_pv_divergence(-5.0, 2.0)
         assert divergence < 0.0
 
-    def test_calculate_momentum_score(
+    def test_calculate_momentum_score(self, volatility_analyzer: VolatilityAnalyzer) -> None:
-        self, volatility_analyzer: VolatilityAnalyzer
-    ) -> None:
         """Test momentum score calculation."""
         score = volatility_analyzer.calculate_momentum_score(
             price_change_1m=5.0,
@@ -500,9 +492,7 @@ class TestMarketScanner:
         # Should keep all current stocks since they're all in top movers
         assert set(updated) == set(current_watchlist)
 
-    def test_get_updated_watchlist_max_replacements(
+    def test_get_updated_watchlist_max_replacements(self, scanner: MarketScanner) -> None:
-        self, scanner: MarketScanner
-    ) -> None:
         """Test that max_replacements limit is respected."""
         current_watchlist = ["000660", "035420", "005490"]
 
@@ -556,8 +546,6 @@ class TestMarketScanner:
         active_count = 0
         peak_count = 0
 
-        original_scan = scanner.scan_stock
-
         async def tracking_scan(code: str, market: Any) -> VolatilityMetrics:
             nonlocal active_count, peak_count
             active_count += 1