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-e\n\n# Install required Python packages\npython3 -m pip install --upgrade pip\npip install \\\n numpy \\\n pandas \\\n jupyterlab \\\n ipywidgets \\\n statsmodels \\\n openpyxl \\\n matplotlib \\\n streamlit \\\n fastapi \\\n uvicorn \\\n hypothesis\n\necho \"✅ Python environment ready\"","mode","on","preset_allowlist","allowlist_domains","pypi.org, github.com, files.pythonhosted.org, deb.debian.org, security.ubuntu.com, raw.githubusercontent.com","allowlist_rules","denylist_domains","safe_methods_only","number",3320,"https://github.com/stranske/Trend_Model_Project/pull/3320","state","closed","merged","mergeable","draft","title","Add canonical document for keepalive goals and plumbing","body","Updated the Issues.txt file to include a new canonical document describing the keepalive goals and plumbing, along with detailed tasks, acceptance criteria, and implementation notes for the keepalive control-plane and branch-sync automation.","base","head","base_sha","d69583e04ec640f00c7b4124f57f9197c1277dc8","head_sha","head_repo_id","head_repo_full_name","merge_commit_sha","bf063e8bfac8332a27a7bb99191fda0863e50e0f","comments","diff","user",{"_261":262,"_160":262,"_309":-5,"_265":266,"_53":263},"commits",1,"changed_files","additions","deletions",189,"email","events",[],[],"messages",[],{"_104":1140,"_1141":1142,"_1143":1144,"_1145":1146,"_1147":-5},{"_104":1108,"_108":105,"_335":1109},{"_104":318,"_319":320},"partial_repo_snapshot","files",[321,322,323,324],{"_325":1039,"_327":-5,"_328":1040,"_330":-5},{"_325":961,"_327":-5,"_328":962,"_330":-5},{"_325":419,"_327":-5,"_328":420,"_330":-5},{"_325":326,"_327":-5,"_328":329,"_330":-5},"path","docs/agent-automation.md","contents","line_range_contents",[331],"missing_reason",{"_332":304,"_333":334,"_335":336,"_337":70},"line_range_start","line_range_end",105,"content",[338,178,339,178,340,341,342,178,343,178,344,345,346,347,348,349,350,351,344,178,352,353,354,355,356,357,358,359,178,360,178,361,178,362,363,364,365,366,367,368,369,370,371,372,373,178,374,178,375,178,376,377,378,379,380,381,382,178,383,178,384,385,386,387,388,178,389,178,390,178,391,178,392,178,393,394,395,396,397,398,399,400,401,402,403,404,405,406,407,408,178,409,178,410,411,412,413,178,414,178,415,416,417,178,418],"contains_end_of_file","# Agent Automation & Telemetry Overview","_Last updated: 2026-10-12_","This document captures the trimmed agent automation surface that remains after Issue #2190. The GitHub Actions footprint now","consists of a single orchestrator workflow plus the reusable composite it consumes. Everything else that previously handled","label forwarding, watchdog wrappers, or Codex bootstrap fallbacks has been removed.","## High-Level Flow","```","Manual dispatch / 20-minute schedule ──▶ agents-70-orchestrator.yml"," │"," ├─ Readiness probes (GraphQL assignability)"," ├─ Optional Codex preflight diagnostics"," ├─ Optional issue verification (label + assignment parity)"," ├─ Watchdog sweep for Codex bootstrap health"," └─ Codex keepalive sweep (checklist nudge)","- No automatic label forwarding remains. Maintainers trigger the orchestrator directly from the Actions tab (manual"," `workflow_dispatch`) or allow the 20-minute schedule to run readiness + watchdog checks.","- Codex keepalive now runs as part of the orchestrator invocation. Configure thresholds or disable it entirely via the"," `params_json` payload (e.g. `{ \"enable_keepalive\": false }`). See the canonical reference in"," [keepalive-goals-and-plumbing.md](./keepalive-goals-and-plumbing.md) for detailed guard-rails and branch-sync rules.","- Bootstrap PR creation, diagnostics, and stale issue escalation now live entirely inside `agents-70-orchestrator.yml` and the"," `reusable-16-agents.yml` composite it calls. Historical wrappers (`agents-41-assign*.yml`, `agents-42-watchdog.yml`, etc.) were"," deleted.","## Key Workflow","### `agents-70-orchestrator.yml`","- **Triggers:** `schedule` (every 20 minutes) and manual `workflow_dispatch` with curated inputs.","- **Inputs:** `enable_readiness`, `readiness_agents`, `enable_preflight`, `codex_user`,"," `enable_verify_issue`, `verify_issue_number`, `verify_issue_valid_assignees`, `enable_watchdog`, `draft_pr`, plus an extensible"," `params_json` string for long tail toggles (currently `diagnostic_mode`, `readiness_custom_logins`, `codex_command_phrase`,"," `require_all`, `enable_keepalive`, `keepalive_idle_minutes`, `keepalive_repeat_minutes`, `keepalive_labels`,"," `keepalive_command`).","- **Behaviour:** delegates directly to `reusable-16-agents.yml`, which orchestrates readiness probes, Codex bootstrap, issue"," verification, and watchdog sweeps. The JSON options map is parsed via `fromJson()` so new flags can be layered without"," exploding the dispatch form beyond GitHub's 10-input limit.","- **Permissions:** retains `contents`, `pull-requests`, and `issues` write scopes to continue authoring Codex PRs or posting"," remediation comments.","- **Outputs:** inherits the reusable workflow's job summaries, watchdog tables, and readiness reports.","### Reusable Composite","`reusable-16-agents.yml` remains the single source of truth for agent automation logic:","- exposes a `workflow_call` interface so the orchestrator can exercise readiness, preflight, verification, and watchdog routines.","- keeps compatibility inputs such as `readiness_custom_logins`, `require_all`, `enable_preflight`, `enable_verify_issue`,"," `enable_watchdog`, `draft_pr`, and the pass-through `options_json` (embedded via `params_json`) for additional toggles.","- emits a Codex keepalive sweep that looks for stalled checklists on `agent:codex` PRs and republishes the"," `@codex plan-and-execute` command when the agent has been idle longer than the configured threshold (defaults: 10 minute"," idle threshold, 30 minute cooldown between nudges).","- writes summarized Markdown + JSON artifacts for readiness probes and watchdog runs.","### Verify Agent Assignment Workflow","`agents-64-verify-agent-assignment.yml` exposes the issue verification logic as a standalone reusable workflow with a parallel","`workflow_dispatch` entry point. Supply an `issue_number` and the workflow fetches the issue, ensures the `agent:codex`","label is present, validates that one of the configured valid assignees is assigned, and publishes a step summary table","documenting the outcome. `reusable-16-agents.yml` now delegates its issue verification job to this workflow so the same checks","are available for ad-hoc dispatches from the Actions tab.","The default valid assignee roster includes `copilot`, `chatgpt-codex-connector`, and `stranske-automation-bot`; provide a comma-separated override when onboarding additional automation accounts or running spot checks against bespoke actors.","## Related Automation","While the agent wrappers were removed, maintenance automation still supports the broader workflow stack:","- The Gate summary job writes consolidated run summaries, applies low-risk fixes, uploads patches when automation cannot push directly after `pr-00-gate.yml` finishes, and now owns the CI failure tracker end to end.","1. Use the **Agents 70 Orchestrator** workflow to run readiness checks, Codex bootstrap diagnostics, keepalive sweeps, or"," watchdog checks on demand.","2. Supply additional toggles via `params_json`, for example:"," ```json"," {"," \"readiness_custom_logins\": \"my-bot,backup-bot\","," \"diagnostic_mode\": \"full\","," \"codex_command_phrase\": \"@codex start\","," \"enable_bootstrap\": true,"," \"bootstrap_issues_label\": \"agent:codex\","," \"keepalive_idle_minutes\": 10,"," \"keepalive_repeat_minutes\": 30"," }"," ```","3. Review the run summary for readiness tables, watchdog escalation indicators, and Codex bootstrap status.","4. Repeat manual dispatches as needed; scheduled runs provide 20-minute coverage for stale bootstrap detection.","## Security Considerations","- All sensitive operations continue to rely on `SERVICE_BOT_PAT` when available. The workflows gracefully fall back to"," `GITHUB_TOKEN` only when explicitly allowed by the repository variables.","- Inputs that toggle optional behaviour remain string-valued (`'true'` / `'false'`) to stay compatible with the reusable"," composite.","## Future Enhancements","- Extend `params_json` to cover any additional toggles without growing the dispatch form (embed an `options_json` string when nested structures are required).","- Consider adding a lightweight CLI wrapper that posts curated `params_json` payloads for common scenarios.","- Monitor usage; if the 20-minute schedule proves redundant, convert it to manual-only to further reduce background noise.","For questions or updates, open an issue labeled `agent:codex` describing the desired change.","Agents.md",[421],{"_332":304,"_333":422,"_335":423,"_337":70},759,[424,425,426,427,178,428,178,429,430,431,432,178,433,434,435,436,437,178,438,178,439,178,440,441,406,178,442,178,440,443,406,178,444,178,440,445,406,178,446,447,448,178,449,450,451,452,178,453,440,454,406,178,455,456,457,178,458,459,178,460,461,462,463,464,178,465,461,466,467,468,469,470,471,472,178,473,474,475,476,477,178,478,479,480,481,178,482,178,483,484,485,486,487,488,489,490,491,492,493,494,178,495,496,497,178,498,499,500,178,501,502,503,504,505,506,507,508,509,510,511,512,513,514,515,516,517,518,425,178,425,519,520,521,522,523,524,525,526,527,528,529,178,530,178,531,178,532,533,534,535,536,178,537,538,539,540,178,541,542,543,544,545,546,547,178,548,178,549,550,178,551,552,553,554,178,555,178,556,557,558,559,560,561,562,563,564,565,566,567,568,178,569,570,178,571,572,573,178,574,575,576,577,178,578,579,580,178,581,178,178,582,583,584,585,586,587,588,589,590,591,592,593,178,594,178,595,178,596,597,598,599,344,178,600,178,601,178,602,178,603,604,178,605,178,606,178,607,608,178,609,178,610,611,178,612,178,613,178,614,615,616,617,618,619,178,620,178,621,178,622,178,623,178,624,178,625,178,626,178,627,628,629,178,630,178,631,632,178,633,178,634,635,178,636,178,637,178,638,178,639,178,640,178,641,642,643,644,178,530,178,645,178,646,647,648,178,649,178,650,178,596,651,652,653,178,654,178,655,656,657,658,659,660,661,662,663,664,665,666,667,668,669,670,671,672,673,674,675,676,178,677,678,679,178,680,681,682,683,178,684,685,686,687,178,688,178,178,689,178,690,691,692,693,178,694,695,696,178,530,178,697,178,698,699,700,701,702,178,530,178,703,178,704,178,705,706,707,708,709,344,178,710,178,596,711,712,178,713,714,715,716,717,718,719,716,720,344,178,721,178,344,722,723,724,725,726,727,728,344,178,729,730,178,731,178,732,733,734,178,735,178,736,737,738,739,740,178,741,178,742,743,744,745,178,746,178,747,748,749,750,178,751,178,752,753,754,755,756,178,757,178,758,759,760,761,762,763,764,178,765,178,766,178,767,178,768,178,769,178,770,771,772,773,774,775,178,776,178,777,778,779,780,781,178,782,178,783,784,785,786,787,788,789,178,790,178,791,792,793,794,795,796,178,797,178,798,799,800,801,802,803,178,178,804,178,805,806,807,808,809,810,811,178,812,178,813,814,815,816,817,818,178,819,178,820,178,821,178,822,178,823,178,824,178,825,178,826,178,827,178,828,178,178,829,178,830,831,832,833,834,835,836,178,837,178,838,839,840,841,842,843,844,178,845,178,846,847,848,849,850,851,836,178,852,178,853,178,854,178,855,856,857,858,859,860,178,861,178,862,863,864,865,866,867,178,868,178,869,870,178,871,178,872,873,874,875,178,876,877,878,879,406,178,880,178,881,729,882,883,884,178,885,178,886,887,888,889,178,890,178,891,892,893,894,178,895,896,178,897,898,899,900,901,902,178,903,178,904,905,906,907,908,178,909,178,910,178,911,178,912,178,913,914,915,178,916,917,344,178,918,919,920,921,922,178,923,924,925,926,927,178,928,178,929,178,930,931,932,933,178,934,913,935,936,178,937,938,939,344,178,940,178,941,178,942,943,944,945,946,178,947,178,948,178,949,178,950,951,952,953,954,955,178,956,957,958,959,960,178],"# Agents.md","\"\"\"","YOU ARE CODEX. EXTEND THE VOL_ADJ_TREND_ANALYSIS PROJECT AS FOLLOWS","--------------------------------------------------------------------","## Agents consumer workflows (historical)","Manual consumer wrappers were fully retired once the orchestrator became the","sole automation entry point. They linger only in git history alongside the","ledger notes in [ARCHIVE_WORKFLOWS.md](docs/archive/ARCHIVE_WORKFLOWS.md), which documents","their removal and the consolidated keep vs retire roster.","## Communication guard-rails","- When a request contains multiple tasks, explicitly recap which items are complete and which remain before handing control back.","- Call out any suggestion that is only a partial fix, and list the follow-up steps required for it to succeed.","- Highlight assumptions about workflow or automation status (e.g., scheduled runs, failing jobs) and offer to pull the live data when needed.","- For any keepalive-related work, consult the canonical reference in [docs/keepalive-goals-and-plumbing.md](docs/keepalive-goals-and-plumbing.md) and ensure the Scope/Tasks/Acceptance block stays accurate.","## Demo pipeline (maintenance / CI)","1. **Bootstrap environment**"," ```bash"," ./scripts/setup_env.sh","2. **Generate demo dataset**"," python scripts/generate_demo.py","3. **Run full demo pipeline and export checks**"," python scripts/run_multi_demo.py"," The script must invoke `export.export_data()` with the demo results so CSV,"," Excel, JSON **and TXT** outputs are generated in one call. Update it"," whenever new exporter functionality is added."," When exporter features evolve (e.g. additional formats or option flags),"," extend both `run_multi_demo.py` and `config/demo.yml` so the demo pipeline"," exercises every new code path. This keeps CI in lock‑step with the live"," exporter behaviour.","4. **Run the test suite**"," ./scripts/run_tests.sh","5. **Keep demo config current**"," - Update `config/demo.yml` and demo scripts whenever export or pipeline"," behaviour changes so that the demo exercises all features.","See **[docs/DemoMaintenance.md](docs/DemoMaintenance.md)** for a concise","checklist of these steps.","High‑level goal","~~~~~~~~~~~~~~~","Add a **performance‑based manager‑selection mode** that works alongside the","existing 'all', 'random', and 'manual' modes. Make the pipeline fully","config‑driven and keep everything vectorised.","Functional spec","1. New selection mode keyword: `rank`."," • Works on the *in‑sample* window **after** the usual data‑quality filters."," • Supported inclusion approaches:"," - `'top_n'` – keep the N best funds."," - `'top_pct'` – keep the top P percent."," - `'threshold'` – keep funds whose score ≥ user threshold"," (this is the “useful extra” beyond N and percentile).","2. Rank criteria (`score_by`):"," • Any single metric registered in `METRIC_REGISTRY`"," (e.g. 'Sharpe', 'AnnualReturn', 'MaxDrawdown', …)."," • Special value `'blended'` that combines up to three metrics with"," user‑supplied *positive* weights (weights will be normalised to 1.0).","3. Direction‑of‑merit:"," • Metrics where “larger is better” → rank descending."," • Metrics where “smaller is better” (currently **only** MaxDrawdown)"," → rank ascending. Future metrics can extend `ASCENDING_METRICS`.","4. Config file (YAML) drives everything – sample below.","5. UI flow (ipywidgets, no external deps):"," Step 1 – Mode (‘all’, ‘random’, ‘manual’, **‘rank’**),"," checkboxes for “vol‑adj” and “use ranking”."," Step 2 – If mode == 'rank' **or** user ticked “use ranking”"," → reveal controls for `inclusion_approach`,"," `score_by`, `N / Pct / Threshold`, and (if blended)"," three sliders for weights + metric pickers."," Step 3 – If mode == 'manual'"," → display an interactive DataFrame of the IS scores so the"," user can override selection and set weights."," Step 4 – Output format picker (csv / xlsx / json) then fire"," `run_analysis()` and `export_to_*`.","6. No broken changes:"," • Default behaviour (config absent) must be identical to current build."," • All heavy computation stays in NumPy / pandas vector land.","7. Unit‑test hooks:"," • New pure functions must be import‑safe and testable without widgets."," (e.g. `rank_select_funds()`).","Sample YAML","~~~~~~~~~~~","selection:"," mode: rank # all | random | manual | rank"," random_n: 12 # only if mode == random"," use_vol_adjust: true","rank:"," inclusion_approach: top_n # top_n | top_pct | threshold"," n: 8 # for top_n"," pct: 0.10 # for top_pct (decimal, not %)"," threshold: 1.5 # ignored unless approach == threshold"," score_by: blended # Sharpe | AnnualReturn | … | blended"," blended_weights:"," Sharpe: 0.5"," AnnualReturn: 0.3"," MaxDrawdown: 0.2","output:"," format: excel # csv | excel | json","🔄 2025‑06‑15 UPDATE — PHASE‑1 ENHANCEMENTS","------------------------------------------","• Blended ranking **must** use *z‑scores* (mean‑0, stdev‑1) before the"," weighted sum so metrics on different scales are commensurable.","• MaxDrawdown is currently the only “smaller‑is‑better” metric; the"," ASCENDING_METRICS set remains {\"MaxDrawdown\"} until further notice.","• Config format stays YAML.","\"\"\"# agents.md","## Mission","Converge the scattered modules into one fully‑test‑covered, vectorised pipeline that can be invoked from a single CLI entry‑point.","Never touch notebooks living under any directory whose name ends in old/.","---","## Automation entry points (Orchestrator → bridge → verification)","### Agents 70 Orchestrator","- **File**: `.github/workflows/agents-70-orchestrator.yml`.","- **Triggers**: 20-minute `schedule` sweep plus manual `workflow_dispatch` with curated inputs for readiness, preflight, verification, watchdog, and keepalive paths.","- **Role**: single automation front door. Each invocation delegates to `reusable-16-agents.yml`, merging booleans and JSON overrides into one payload so the reusable flow can run bootstrap, readiness, watchdog, verification, and keepalive passes in the same job graph.","- **Manual run**: Actions → **Agents 70 Orchestrator** → **Run workflow**. Pass booleans as strings (`true`/`false`) for the built-in toggles and use the `options_json` input for advanced settings such as `enable_bootstrap`, additional keepalive tuning, or overriding valid assignees.","### Agents 63 Issue Intake","- **File**: `.github/workflows/agents-63-issue-intake.yml`.","- **Triggers**: Issue events (`opened`, `labeled`, `reopened`) when the target carries either the `agent:codex` or `agents:codex` label, plus `workflow_dispatch` for manual Codex rehearsals and `workflow_call` for ChatGPT sync delegation.","- **Role**: canonical automation front door. Label-triggered runs bootstrap Codex PRs (or invite flows) while manual/ChatGPT dispatches reuse the same normalization pipeline so everything flows through one job graph. Manual Codex runs accept the issue number and optional comment toggles; ChatGPT sync continues to provide topic inputs via the wrapper.","### Agents 64 Verify Agent Assignment","- **File**: `.github/workflows/agents-64-verify-agent-assignment.yml`.","- **Triggers**: Exposes a reusable `workflow_call` contract (required `issue_number`, optional `valid_assignees`) alongside a manual `workflow_dispatch` for ad-hoc audits.","- **Role**: Validates that an issue retains the `agent:codex` label and one of the accepted agent assignees, then publishes Markdown + JSON outputs consumed by the orchestrator. Manual runs mirror the same inputs—supply the issue number (and custom assignee list if needed) and review the generated run summary for status.","- **Pass condition**: Returns `pass` when the target keeps `agent:codex` *and* at least one approved login (`copilot`, `chatgpt-codex-connector`, or `stranske-automation-bot`) is assigned. `valid_assignees` lets you override that list for edge cases.","- **Pass signal**: The verify job writes `status: pass`, surfaces the matched login in both the step summary and the `matched_assignee` output, and the orchestrator emits a notice naming who satisfied the check. Scheduled runs show the same pass table; skipped runs only appear when the label is missing.","- **Outputs**: The step summary and `matched_assignee` output both name the login that satisfied verification so orchestration logs highlight the successful actor during green runs.","### 2025-06-27 UPDATE — RISK-METRICS EXPORT (SERIOUSLY, LEAVE THIS IN)","Codex removed the pretty reporting layer once; it shall not happen again.","Follow these guard-rails whenever you touch export logic.","1. **Call the canonical exporters**"," After `pipeline.run()` completes, pipe the returned `Mapping[str, pd.DataFrame]`"," into **exactly one** of"," `trend_analysis.export.export_to_excel | export_to_csv | export_to_json`.","2. **Sheet / file keys**","3. **Excel format contract**","* Generate the summary sheet formatter via"," `trend_analysis.export.make_summary_formatter(...)`.","* Register any other sheet formatter with `@register_formatter_excel`"," so `export_to_excel` auto-hooks it.","* Required cosmetics:"," - bold title row,"," - `0.00%` for CAGR & Vol,"," - `0.00` for Sharpe & Sortino,"," - red numerals for MaxDD,"," - freeze panes on header,"," - auto-filter,"," - column width = `max(len(header)) + 2`.","4. **Column order = law**","Tests must fail if this order mutates.","5. **Config switches**","`output.format` = `excel | csv | json`","`output.path` = prefix used by exporter (Excel auto-appends `.xlsx`).","6. **Tests**","* In-memory smoke test: write to `BytesIO`, assert two sheets and cell"," `A1 == \"Vol-Adj Trend Analysis\"`.","* Regression test: `assert list(df.columns) == EXPECTED_COLUMNS`.","7. **Back-compat**","Silent config = drop the fully formatted Excel workbook into `outputs/`","exactly as v1.0 did. Breaking that throws `ExportError`.","> 🛡️ If you rip out these formatters again, CI will chaperone you with a failing gate and a stern commit message.","## | Layer / concern | **Canonical location** | Everything else is **deprecated** |","| ------------------------------------ | -------------------------------------------------------------------------- | --------------------------------------------------------- |","| **Data ingest & cleaning** | `trend_analysis/data.py`
 (alias exported as `trend_analysis.data`) | `data_utils.py`, helper code in notebooks or `scripts/` |","| **Portfolio logic & metrics** | `trend_analysis/metrics.py` (vectorised) | loops inside `run_analysis.py`, ad‑hoc calcs in notebooks |","| **Export / I/O** | `trend_analysis/export.py` | the root‑level `exports.py`, snippets inside notebooks |","| **Domain kernels (fast primitives)** | `trend_analysis/core/` package | stand‑alone modules under the top‑level `core/` directory |","| **Pipeline orchestration** | `trend_analysis/pipeline.py` (pure) | any duplicated control flow elsewhere |","| **CLI entry‑point** | `run_analysis.py` **only** (thin wrapper around `trend_analysis.cli:main`) | bespoke `scripts/*.py` entry points |","| **Config** | `config/defaults.yml` loaded through `trend_analysis.config.load()` | hard‑coded constants, magic numbers in notebooks |","| **Tests** | `tests/` (pytest; 100 % branch‑aware coverage gate) | — |","One concern → one module.","Replacements must delete or comment‑out whatever they obsolete in the same PR.","### 2025-09-18 UPDATE — SCALAR METRIC MEMOIZATION (ISSUE #1156)","An opt-in memoization layer now caches scalar per‑fund metric series accessed via `WindowMetricBundle.ensure_metric`. Enable with:","```yaml","performance:"," cache:"," metrics: true","Default remains off (non‑breaking). Covariance payload caching is unaffected. Refer to `docs/metric_cache.md` for details.","### 2025-09-18 UPDATE — PR DRAFT TOGGLE (ISSUE #1137)","Codex bootstrap workflow now supports a `codex_pr_draft` input (workflow_dispatch) controlling whether the automatically created PR is a draft. Default remains non‑draft to ensure agent engagement (addressing Issue #1137). Fallback and composite bootstrap paths both consume the resolved draft flag so behavior is consistent. Invite mode (issue-triggered path) still requires a human-authored PR and is unaffected.","Immediate Refactor Tasks","Flatten duplications","Rename data_utils.py → trend_analysis/data.py, adjust imports, delete the original.","Migrate the contents of the top‑level exports.py into trend_analysis/export.py; keep only a re‑export stub for one minor release.","Turn the stray core/ directory into an importable sub‑package:","core/indicator.py → trend_analysis/core/indicator.py, etc.","Single pipeline","Implement trend_analysis/pipeline.py exposing a pure function","run(config: Config) -> pd.DataFrame.","run_analysis.py should parse CLI args, build a Config, pass it to pipeline.run, then handle pretty printing / file output only.","Config resolution","# trend_analysis/config.py","from pydantic import BaseModel","class Config(BaseModel):"," defaults: str = Path(__file__).with_name(\"..\").joinpath(\"config/defaults.yml\")"," # ...other validated fields...","def load(path: str | None = None) -> Config: ...","Env‑var override: TREND_CFG=/path/to/override.yml run_analysis ...","Dependency hygiene","Heavy imports (numpy, pandas, scipy) at top of each module are fine.","No circular imports. pipeline.py orchestrates; nothing imports it.","Tests","NOTE: Test fixtures must be text-serialised (CSV/JSON); no binary formats in PRs.","Require 100 % branch coverage on trend_analysis/* via pytest‑cov in CI.","Conventions & Guard‑rails","Vectorise first.","Falling back to for‑loops requires a comment justifying why vectorisation is impossible or harmful.","Public API (exported in __all__) uses US‑English snake‑case; private helpers are prefixed with _.","Notebook hygiene: any new exploratory notebook must start with the header","# 🔬 scratchpad – may be deleted at any time.","CI (GitHub Actions) stages to add:","lint (ruff + black –‑check)","- Always run `black` on changed files before committing so lint passes.","type‑check (mypy, strict)","test (pytest ‑‑cov trend_analysis ‑‑cov‑branch)","build‑wheel (tags only)","##NEW","### ✨ Task: Integrate `information_ratio` end‑to‑end (#metrics‑IR)","**Motivation**","Phase‑1 now includes a vectorised `information_ratio` metric.","It is fully unit‑tested but not yet surfaced in the CLI / Excel export or","multi‑benchmark workflows.","#### 1. Pipeline / Statistics","* [x] Extend `_Stats` dataclass with `information_ratio: float`.","* [x] In `_compute_stats()` compute `information_ratio(df[col], rf_series)`.","* [x] Ensure `out_stats_df` includes the new field.","#### 2. Multi‑benchmark support","* [x] Accept `benchmarks:` mapping in YAML cfg, e.g.","benchmarks:"," spx: SPX"," tsx: TSX","### 2025‑07‑03 UPDATE — STEP 4: surface a real `score_frame`","* **Add** `single_period_run()` to **`trend_analysis/pipeline.py`**"," * **Signature**"," ```python"," def single_period_run("," df: pd.DataFrame,"," start: str,"," end: str,"," *,"," stats_cfg: \"RiskStatsConfig\" | None = None"," ) -> pd.DataFrame:"," ..."," ```"," * **Behaviour**"," 1. Slice *df* to `[start, end]` (inclusive) and drop the Date column into the index."," 2. For every metric listed in `stats_cfg.metrics_to_run` **call the public registry** (`core.rank_selection._compute_metric_series`) to obtain a vectorised series."," 3. **Concatenate** those series column‑wise into **`score_frame`** (`index = fund code`, `columns = metric names`, dtype `float64`)."," 4. Attach metadata"," ```python"," score_frame.attrs[\"insample_len\"] = len(window) # number of bars"," score_frame.attrs[\"period\"] = (start, end) # optional helper"," ```"," 5. Return `score_frame` – *no side effects, no I/O*.","* **Update callers**"," * `pipeline._run_analysis()` should call `single_period_run()` once, stash the resulting frame in the returned dict under key `\"score_frame\"`, but **must not** change existing outputs or CLI flags."," * Existing metrics‑export logic stays exactly as is.","* **Tests**"," 1. **Golden‑master**: compare the new `score_frame` against a pre‑generated CSV fixture for a small sample set."," 2. **Metadata**: `assert sf.attrs[\"insample_len\"] == expected_len`."," 3. **Column order** equals the order of `stats_cfg.metrics_to_run`; failing this should raise.","* **Performance / style guard‑rails**"," * Remain fully vectorised—no per‑fund Python loops."," * Keep `single_period_run()` *pure* (no global writes, no prints)."," * Do **not** introduce extra dependencies; stick to `numpy` + `pandas`.","> Once the test suite passes with the new `score_frame`, proceed to steps 5‑7 (Selector & Weighting classes).","### Step 5 – Selector classes","| Class | Purpose | Key Inputs |","| ----- | ------- | ---------- |","| `RankSelector` | Pure rank‑based inclusion identical to Phase 1 behaviour, but exposed as a plug‑in. | `score_frame`, `top_n`, `rank_column` |","| `ZScoreSelector` | Filters candidates whose z‑score > `threshold`; supports negative screening by passing `direction=-1`. | `score_frame`, `threshold`, `direction` |","Both selectors must return **two** DataFrames:","1. `selected` – rows kept for the rebalancing date","2. `log` – diagnostic table (candidate, metric, reason) used by UI & tests.","### Step 6 – Weighting classes","| Class (inherits `BaseWeighting`) | Logic | YAML Config Stub |","| --- | --- | --- |","| `EqualWeight` | 1/N allocation across `selected`; rounds to nearest bps to avoid float dust. | `portfolio.weighting: {method: equal}` |","| `ScorePropSimple` | Weight ∝ positive score; rescales to 100 %. | `portfolio.weighting: {method: score_prop}` |","| `ScorePropBayesian` | Same, but shrinks extreme scores toward the cross‑sectional mean using a conjugate‑normal update. | `portfolio.weighting: {method: score_prop_bayes, shrink_tau: 0.25}` |","### Step 7 – Engine wiring","Minimal loop in `multi_period/engine.py`:","```python","for date in schedule:"," candidates = selector.select(score_frames[date])"," weights = weighting.weight(candidates)"," portfolio.rebalance(date, weights)","Step 8 – Config schema delta","metrics:"," registry: [annual_return, downside_deviation, sharpe_ratio]","portfolio:"," selector:"," name: zscore # or 'rank'"," params:"," threshold: 1.0 # σ"," weighting:"," name: score_prop_bayes"," shrink_tau: 0.25","Step 9 – Unit‑test skeletons","tests/","└─ test_selector_weighting.py"," ├─ fixtures/score_frame_2025‑06‑30.csv"," ├─ test_rank_selector()"," ├─ test_zscore_selector_edge()"," ├─ test_equal_weighting_sum_to_one()"," └─ test_bayesian_shrinkage_monotonic()"," ","and compare selector/weighting outputs bit‑for‑bit (tolerances < 1e‑9).","Step 10 – Docs housekeeping","Phase‑1 docs stay at docs/phase-1/Agents.md.","Phase‑2 docs live in docs/phase-2/Agents.md (this file).","Cross‑link at the top.","### 2025‑07‑04 UPDATE — MULTI-PERIOD METRICS EXPORT","Phase‑2 introduces a rolling back‑tester. The intent is that metrics from each","period mirror the Phase‑1 Excel output. The export helpers must therefore","collect the per‑period metric tables and emit one worksheet per period in the","workbook. CSV and JSON exports should likewise produce one file per period","using the existing :func:`export.export_data` helpers.","### 2025‑07‑10 UPDATE — PER-PERIOD WORKBOOK DETAIL","The original design goal is that each back‑test period should produce an Excel","worksheet indistinguishable from the Phase‑1 summary. CSV and JSON exports must","likewise emit one file per period. This behaviour has yet to be fully realised","in code and tests.","### 2025‑07‑11 UPDATE — PER‑PERIOD SUMMARY TABLES","Implement helpers so every multi‑period run yields one workbook tab (or file)","per period containing the full Phase‑1 style summary table. Excel sheets are","formatted via ``make_period_formatter`` while CSV/JSON outputs receive the same","rows using ``summary_frame_from_result``.","### 2025‑07‑12 UPDATE — COMBINED SUMMARY SHEET","Multi‑period exports must also include a ``summary`` sheet aggregating portfolio","performance across all periods. The sheet uses the **same** format as the","per‑period tabs and is generated via ``make_period_formatter`` on a result","dictionary produced by ``combined_summary_result(results)``. CSV/JSON formats","write a ``_summary`` file derived from ``summary_frame_from_result``.","### 2025‑07‑13 UPDATE — MULTI‑PERIOD EXPORT ROADMAP","The backlog still includes emitting a Phase‑1 style workbook with **one tab per","period** for multi‑period runs. CSV and JSON outputs must create one file per","period using the same summary table produced by","``summary_frame_from_result``. A ``summary`` sheet/file aggregates portfolio","returns across all periods, formatted identically to each individual period","sheet. Work is in progress to expose this via a new ``run_multi_analysis`` CLI","that calls ``export.export_multi_period_metrics``.","### 2025-07-20 UPDATE — MULTI-PERIOD OUTPUT SPEC","The pending export work shall produce an Excel workbook with one worksheet per period and a final `summary` sheet. Each tab uses the exact Phase‑ style summary table via `make_period_formatter`. CSV and JSON exports mirror this by writing one file per period plus a `_summary` file. A new helper `period_frames_from_results()` converts a sequence of result dictionaries into the mapping consumed by `export_multi_period_metrics`.","### 2025-08-01 UPDATE — PER-PERIOD METRICS WORKBOOK","Phase‑2 back-tests shall emit an Excel workbook with one tab per period formatted identically to the Phase‑1 summary sheet. CSV and JSON outputs produce one file per period in the same table form. In addition, a `summary` tab (and `_summary` file) aggregates portfolio returns across all periods using the identical layout. Implementation is underway in `export.export_multi_period_metrics`.","### 2025-08-10 UPDATE — MULTI-PERIOD PHASE‑1 METRICS EXPORT","Finalise the design goal that each period of a rolling back‑test mirrors the","Phase‑1 metrics sheet. The exporter shall generate a workbook with one tab per","period and a `summary` tab combining portfolio returns. CSV and JSON formats","receive one file per period plus a `_summary` file. Implementation has started in","`export.workbook_frames_from_results` and the updated","`export.export_multi_period_metrics` helper.","### 2025-08-20 UPDATE — CONSOLIDATED CSV/JSON OUTPUT","The design goal remains one Excel worksheet per period plus a `summary` tab.","CSV and JSON exports now consolidate all period tables into **one** file named","`*_periods.*` with an accompanying `*_summary.*` file holding the aggregated","portfolio returns. Raw metrics, when requested, follow the same pattern under","`metrics.*` and `metrics_summary.*`.","### 2025-08-30 UPDATE — PER-PERIOD PHASE‑1 WORKBOOK","Implementation work continues to realise the original goal: multi‑period runs","should emit an Excel workbook with **one tab per period** using the exact","Phase‑1 summary layout. A final `summary` sheet aggregates portfolio returns","across all periods in the same format. CSV and JSON outputs mirror this by","bundling all period tables into a single `*_periods.*` file alongside a","`*_summary.*` file. Helper `export_phase1_workbook()` now begins the build","out of this feature.","### 2025-09-05 UPDATE — PHASE‑1 MULTI-PERIOD OUTPUT","The design intent remains unchanged: a rolling back‑test should deliver an","Excel workbook with one tab per period plus a final `summary` tab combining","portfolio results across all periods. CSV and JSON formats must consolidate the","same tables into a single `*_periods.*` file and a companion `*_summary.*`","file. Work continues in `export_phase1_workbook()` and the revised","`export_multi_period_metrics` function.","### 2025-09-15 UPDATE — PHASE‑1 METRICS GOAL","The original requirement is still outstanding: metrics from each period of a","multi-period run should appear in an Excel workbook with one sheet per period","using the **exact** Phase‑1 formatting, plus a `summary` sheet combining the","portfolio across periods. CSV and JSON outputs must present the same tables as","a single `*_periods.*` file with a matching `*_summary.*` file. Implementation","has begun but is not yet complete.","### 2025-09-30 UPDATE — MULTI-PERIOD WORKBOOK TARGET","Development continues on the export layer. The goal remains to emit a Phase‑1","style workbook with **one sheet per period** and a final `summary` sheet","combining portfolio returns across all periods. Each sheet must apply the same","formatters as the original single-period export. CSV and JSON outputs will","bundle all period tables into a single `*_periods.*` file with a companion","`*_summary.*` file. The new helpers `export_phase1_workbook()` and","`export_phase1_multi_metrics()` begin this implementation.","### 2025-10-05 UPDATE — MULTI-PERIOD PHASE-1 EXPORT PROGRESS","`export_phase1_workbook()` now builds its sheet mapping via","`workbook_frames_from_results()` so each period tab and the combined","`summary` tab share the exact Phase‑1 layout. `export_phase1_multi_metrics()`","uses the same helper to emit a single ``*_periods.*`` file plus a matching","``*_summary.*`` for CSV/JSON users. Development continues to keep these","outputs identical to the single-period workbook.","### 2025-10-12 UPDATE — MULTI-PERIOD PHASE-1 METRICS GOAL","The export layer must emit a Phase-1 style workbook with one sheet per period and a final `summary` sheet combining portfolio returns. Each sheet uses `make_period_formatter` so formatting matches the single-period output. CSV and JSON outputs consolidate these tables into a single `*_periods.*` file with a companion `*_summary.*` file. Implementation now begins in `export_phase1_workbook()` and `export_phase1_multi_metrics()` to realise this design.","### 2025-10-20 UPDATE — PHASE-1 WORKBOOK TARGET","Multi-period exports shall produce an Excel workbook with one sheet per period plus a final `summary` sheet combining portfolio returns. Formatting and columns must match the Phase-1 output. CSV and JSON formats consolidate all period tables into a single `*_periods.*` file with a corresponding `*_summary.*` file. Development now adds `flat_frames_from_results()` to build these consolidated tables for the exporters.","### 2025-10-31 UPDATE — MULTI-PERIOD PHASE-1 EXPORT DESIGN","The Phase-1 metrics export shall produce one Excel worksheet per period using the exact same formatting as the single-period report. A final `summary` tab aggregates portfolio performance across all periods in the identical layout. CSV and JSON exports consolidate all period tables into a single `*_periods.*` file and place the combined results in a matching `*_summary.*` file. Implementation starts in `export_phase1_workbook()` and `export_phase1_multi_metrics()` which build their frames via `workbook_frames_from_results()`.","### 2025-11-08 UPDATE — PHASE-1 MULTI-PERIOD WORKBOOK GOAL","The outstanding goal is unchanged: each multi-period run should yield a Phase‑1 style workbook with **one sheet per period** and a final `summary` sheet aggregating portfolio returns. The summary tab must mirror the columns and formatting of the individual period sheets. CSV and JSON outputs bundle all period tables into a single `*_periods.*` file alongside a matching `*_summary.*` file. Current work focuses on finishing `export_phase1_workbook()` and surfacing these helpers via the public API.","### 2025-11-22 UPDATE — MULTI-PERIOD METRICS EXPORT TARGET","The original Phase‑1 metrics layout shall extend to multi‑period runs. The exporter must generate an Excel workbook with one tab per period and a final `summary` tab aggregating portfolio returns in the **exact** same column order and formatting. CSV and JSON outputs deliver the period tables in a single `*_periods.*` file and the combined returns in a matching `*_summary.*` file. Implementation has begun in the export helpers; keep working toward full CLI integration and parity across formats.","### 2025-12-01 UPDATE — PHASE-1 MULTI-PERIOD OUTPUT SPEC","The original design has not yet been fully realised. Each rolling run should","produce an Excel workbook with one sheet per period, formatted exactly like the","Phase-1 summary table. A final `summary` sheet must combine portfolio returns","with the same columns and formatting. CSV and JSON exports shall mirror this by","bundling all period tables into a single `_periods.*` file together with","`_summary.*` for the aggregated results. Implementation work continues in","`export_phase1_workbook()` and `export_phase1_multi_metrics()`.","### 2025-12-08 UPDATE — MULTI-PERIOD PHASE-1 EXPORT INITIATIVE","The long-standing objective is for rolling runs to emit a Phase‑1 style","workbook with **one tab per period** and a final `summary` sheet combining","portfolio returns. Each sheet must share the identical columns and","formatting. CSV and JSON outputs should deliver a single `_periods.*`","file plus `_summary.*` to aggregate the results. Implementation work","begins in `export_phase1_workbook()` and `flat_frames_from_results()` to shape","these consolidated tables.","### 2025-12-15 UPDATE — PHASE-1 MULTI-PERIOD WORKBOOK GOAL","The original requirement remains: metrics from each period must be exported as","an Excel workbook with **one sheet per period** using the exact Phase‑1 summary","formatting. A final `summary` sheet combines portfolio returns across all","periods in the same layout. CSV and JSON outputs should consolidate all period","tables into a single `_periods.*` file with a matching","`_summary.*` file. Implementation continues in","### 2025-12-22 UPDATE — PHASE-1 EXPORT ROADMAP","Implementation is ongoing to deliver a multi-period Excel workbook with one sheet per period and a final `summary` sheet of combined portfolio returns. Each sheet must use the exact Phase‑1 formatting. CSV and JSON exports shall output a single `_periods.*` file and a companion `_summary.*` file. Work continues in `export_phase1_workbook()` and `export_phase1_multi_metrics()`.","### 2026-01-05 UPDATE — MULTI-PERIOD OUTPUT OBJECTIVE","The project still needs a full Phase‑1 workbook for rolling runs. Every period","should populate its own tab with identical formatting, and a final `summary`","tab must aggregate portfolio returns in the very same layout. CSV and JSON","exports must bundle the per-period tables into one `_periods.*` file","with a matching `_summary.*` companion file. Implementation will finish","linking these helpers into the public CLI.","### 2026-01-15 UPDATE — WORKBOOK DATA HELPER","Phase‑1 metrics should export one sheet per period plus a summary tab. CSV and","JSON outputs must consolidate all periods into a single file. A new helper","`phase1_workbook_data()` starts this implementation by returning the ordered","sheet mapping for a multi‑period workbook, optionally including raw metrics per","period and for the combined summary. `export_phase1_workbook()` now builds its","workbook from this mapping.","## Fund Selection Debugging Protocol","### Problem Context","When debugging multi-period portfolio analysis where the same managers are selected every period despite changing performance rankings, follow this systematic approach.","### Debugging Workflow","1. **Environment Setup**"," - Ensure virtual environment is activated: `source venv/bin/activate`"," - Verify all dependencies installed: `pip install -r requirements.txt && pip install -e .`"," - Confirm working on correct branch (use `chore/demo-pipeline` for debugging)","2. **Data Completeness Analysis**"," ```python"," # Run the debug script to check data availability"," python debug_fund_selection.py","This script will reveal:","- Which managers get filtered out due to missing data in in-sample periods","- Which managers get filtered out due to missing data in out-of-sample periods","- Final available manager pool for selection","- Actual ranking results for available managers","Expected Issues to Check","- Data Gap Issue: Only 8 managers have complete data across all periods","- Ranking Bug: Selection logic not sorting by performance metrics","- Configuration Issue: Wrong parameters passed to rank_select_funds","- Period Definition: Incorrect date parsing or period boundaries","Workflow Compliance","- DO NOT make ad-hoc changes to core modules from demo branch","- DO document findings clearly before proposing fixes","- DO follow the phase2-dev → chore/demo-pipeline workflow for fixes","- DO NOT merge anything with main branch","Core Module Fix Process","If debugging reveals bugs in core selection logic:","- Document the Issue"," - Specific function with the bug (e.g., rank_select_funds)"," - Expected vs actual behavior"," - Root cause analysis"," - Test case demonstrating the problem","- Implement Fix on phase2-dev","Common Pitfalls to Avoid","- DON'T assume the ranking algorithm is wrong without checking data completeness first","- DON'T make changes to core modules without switching to phase2-dev","- DON'T run analysis commands that take more than 2-3 minutes without progress updates","- DON'T ignore the virtual environment setup - module imports will fail","- DO trace through the actual data filtering pipeline step by step","## Development Workflow","### Git and PR Management","**CRITICAL: Always verify PR status before pushing**","Before running `git push` (or `git push --force-with-lease`), **always** check that the target PR is still open:","```bash","# Check PR status before pushing","gh pr view --json state,mergedAt,closed","# Or check the current branch's PR","gh pr view --json state,mergedAt,closed","**Rules:**","- ❌ **NEVER** push to a PR that has `\"state\": \"MERGED\"` or `\"state\": \"CLOSED\"`","- ❌ **NEVER** push to a branch whose PR was already merged (check `mergedAt` is not null)","- ✅ **ONLY** push to PRs with `\"state\": \"OPEN\"` and `\"closed\": false`","- ✅ If the PR is closed/merged, create a new branch and new PR instead","**Why this matters:**","- Pushing to merged PRs pollutes git history","- It bypasses code review and CI checks","- Changes won't be picked up by the target branch","- It creates confusion about what code is actually deployed","### Multi-Period Analysis Debugging","When debugging multi-period issues:","1. **Start with data completeness check** - Most \"selection not changing\" issues are due to insufficient data for additional managers","2. **Use the debug_fund_selection.py script** - Provides systematic analysis of the selection pipeline","3. **Check both in-sample AND out-of-sample data requirements** - Both periods must have complete data for a manager to be eligible","4. **Verify configuration parameters** - Ensure rank_select_funds is getting correct inclusion_approach, n, score_by parameters","Example debug workflow:","# 1. Run systematic debugging","python debug_fund_selection.py","# 2. If data issue found: investigate data generation","# 3. If logic issue found: follow core fix workflow","# 4. If config issue found: update configuration files","## Code Quality Guidelines","### Debugging Script Standards","- Debugging scripts should be self-contained and clearly document their purpose","- Include comprehensive output showing each step of the analysis","- Distinguish between data issues vs. logic bugs vs. configuration problems","- Provide clear conclusions and next steps based on findings","- Follow the same code quality standards as production code","### Rank Selection Bug Fix Protocol","**Problem**: The `rank_select_funds` function in `src/trend_analysis/core/rank_selection.py` selects funds by DataFrame column order instead of by performance ranking.","**Root Cause**: The function calls `scores.head(n)` without sorting the scores first, so it returns the first N funds in the original DataFrame order rather than the top N performers.","**Workflow**:","1. Switch to `phase2-dev` branch","2. Fix the core ranking logic","3. Add comprehensive tests","4. Commit and push to `phase2-dev`","5. Switch back to `chore/demo-pipeline` and merge the fix","**Critical Requirements**:","- DO NOT modify core modules from the demo branch","- All core fixes must be done on `phase2-dev`","- Ensure virtual environment is active before making changes","- Test both ascending (MaxDrawdown) and descending (Sharpe) metrics","docs/keepalive-goals-and-plumbing.md",[963],{"_332":304,"_333":964,"_335":965,"_337":70},122,[966,178,967,178,968,178,969,178,970,178,971,972,178,973,178,974,975,178,530,178,976,178,977,978,178,979,980,981,178,982,983,178,984,985,986,178,987,178,988,178,989,990,991,178,992,178,993,994,178,995,178,996,178,530,178,997,178,998,178,999,1000,1001,178,1002,1003,1004,1005,1006,178,1007,406,178,1008,178,1009,178,1010,1011,1012,1013,1014,1015,178,530,178,1016,178,1017,178,1018,1019,1020,178,530,178,1021,178,1022,1023,1024,1025,1026,1027,178,530,178,1028,178,1029,1030,1031,1032,1033,1034,1035,1036,178,530,178,1037,178,1038],"# Keepalive — Goals & Plumbing (canonical reference)","> Authoritative reference for agents implementing or maintaining keepalive behaviour across PR workflows.","## Purpose","Drive an iterative, hands-off loop where an agent continues working on a PR in small, verifiable increments until all acceptance criteria are met—while guaranteeing safety rails and predictable behaviour.","## Scope","- Keepalive goals, guard-rails, and automation choreography across the control plane.","- Branch-sync and orchestration plumbing that keeps the loop trustworthy.","## Non-goals","- Guidance for non-keepalive automation.","- Broader agent workflow specifications unrelated to keepalive.","## Activation contract","### First activation on a PR","Keepalive must not post or dispatch for the first time on a PR unless all of the following are true:","1. **Label present** — The PR carries the `agents:keepalive` label.","2. **Human initiation** — At least one human `issue_comment.created` on the PR @mentions an agent (e.g., `@codex`, `@claude`). The agent handle is derived dynamically from the PR's `agent:*` labels (no hard-coded names).","3. **Gate green** — The Gate workflow for the current head SHA completed with a `success` conclusion (or another allow-listed conclusion).","### Subsequent rounds","Before keepalive posts the next instruction comment or dispatches another agent run:","- The three preconditions above remain true.","- The run-cap for this PR is not exceeded.","- The branch-sync gate confirms the agent's previous work is now reflected on the PR branch.","## Run cap","Limit concurrent agent runs per PR:","- **Configurable via label** — If the PR has a label like `agents:max-parallel:K`, use that integer value (1–5).","- **Default** — Allow up to 2 concurrent runs when the label is absent.","- **Enforcement** — Only dispatch a new run when `in-progress orchestrator/worker runs for this PR` < cap. If at cap, keepalive exits quietly (optionally writing an operators-only summary) without posting a new comment.","## Pause and stop controls","- Removing `agents:keepalive` stops new agent runs and prevents additional keepalive comments.","- Respect an optional stronger label `agents:pause` that blocks all keepalive activity, including fallbacks.","## No-noise rule","When preconditions are not met (missing label, no human @agent, Gate not green, cap reached) keepalive must refrain from posting new comments. It may write a run-summary for operators but must not produce public PR noise.","## Instruction comments","When keepalive is permitted to post:","1. Create a **new instruction comment** (never edit a status comment).","2. Post as `stranske` using `ACTIONS_BOT_PAT`; fall back to `SERVICE_BOT_PAT` (automation bot) if the preferred credential is unavailable.","3. Start the body with the hidden markers and trace ID, followed by the visible instruction block:"," ```text"," "," "," "," @ Continue with the remaining tasks. Re-post Scope/Tasks/Acceptance and check off only when acceptance criteria are satisfied."," ","4. After posting, the system reacts with 👀 and expects PR-meta to add 🚀 (ack) within a short TTL.","## Detection and dispatch","- PR-meta listens to `issue_comment.created`, accepting authors `stranske` or the automation bot.","- Detection requires the hidden markers; deduplication uses the 🚀 reaction.","- Successful detection triggers two actions:"," - `workflow_dispatch` → **Agents 70 Orchestrator** with `options_json` carrying `{ round, trace, pr }`."," - `repository_dispatch` → `codex-pr-comment-command` for the connector with `{ issue, base, head, comment_id, comment_url, agent }`.","- PR-meta writes a compact summary table per event (`ok | reason | author | pr | round | trace`).","## Branch-sync gate","Before posting the next instruction for a round, require that the PR head SHA changed (work landed). If not:","1. Scan the agent's last reply for \"Update Branch\" or \"Create PR\" URLs (known connector patterns) and call them automatically, then poll for a new commit (short TTL).","2. If the head is still unchanged, attempt the second-chance path (e.g., \"Create PR\" if \"Update Branch\" is no longer allowed), then poll again.","3. If the branch remains unchanged, pause keepalive and add the `agents:sync-required` label. Post a brief PR comment with the `{trace}` only when a debug label (e.g., `agents:debug`) is present.","## Orchestrator invariants","- **No self-cancellation** — Workflow concurrency keys on `{pr}-{trace}` with `cancel-in-progress: false`.","- **Explicit bails** — On early exit (precondition missing, run cap reached, Gate not green, branch-sync unresolved) record a one-line reason in the run summary. Optionally emit a terse PR comment when a debug label exists:"," - `**Keepalive {round}** {trace} skipped: `","- **Assignee handling** — Ignore bot/app accounts; if no human assignees remain, skip gracefully without failing the round.","- Removing and re-adding `agents:keepalive` restarts keepalive once all criteria are met.","- **Success condition** — Stop when all acceptance criteria are checked complete; optionally remove `agents:keepalive` and add `agents:done`.","## Operational checklist","| Step | Expectation |","| --- | --- |","| Gate completes | Keepalive triggers only after the Gate workflow on the current head SHA succeeds. |","| Instruction posted | Hidden markers + trace + @agent prompt appear. |","| 👀/🚀 reactions | Automation adds 👀; PR-meta confirms with 🚀. |","| Orchestrator dispatched | Agents 70 Orchestrator run reflects round/trace metadata in its summary table. |","| Branch updated | Subsequent rounds verify new commits before posting. |","| Completion | All acceptance criteria checked; keepalive halts and labels may be updated. |","## Label reminders for agents","When working on keepalive-related tasks, always consult this canonical reference. If additional implementation details are added elsewhere, cross-link back to this document.","Issues.txt",[1041],{"_332":304,"_333":1042,"_335":1043,"_337":70},120,[1044,178,1045,178,1046,1047,178,1048,178,1049,178,1050,178,1051,178,1052,178,1053,178,1054,178,1055,178,1056,178,1057,178,1058,1059,178,1060,1061,178,1062,178,1063,178,1064,178,1065,983,178,1066,178,1067,178,1068,178,1069,988,178,1070,178,1071,178,1072,178,1073,178,1074,178,1075,178,1076,1077,178,1078,1079,178,1080,178,1081,178,1082,178,1083,1084,1085,1086,178,1087,178,178,1088,178,1089,178,1090,178,1091,178,1092,178,1093,178,1094,178,1095,1096,178,1097,178,1098,178,1099,178,1100,178,1101,178,1102,178,1103,178,1104,178,1105,178,1106,1107],"1. Add a Canonical Doc Describing the Keepalive Goals and Plumbing","Labels: agents, agents:keepalive, ci, automation, docs","Why","Agents get confused about the purpose of the keepalive and lose focus on the task goals. The canonical document provides enhanced memory for the agents working on the task.","Scope","- Guidelines and Goals for the Keepalive.","Non‑Goals","- Providing goals or instructions for anything besides the keepalive.","Tasks","- Add the document in the implementation notes to docs and label it for agents in a way that reminds them to consult it any time work is done on the keepalive.","Acceptance criteria","- The document has been uploaded to docs and included in any other documentation in the repo where it belongs","Implementation notes","Title: Keepalive — Goals & Plumbing (canonical reference)","Purpose","Drive an iterative, hands‑off loop where an agent continues working on a PR in small, verifiable increments until all acceptance criteria are met—while guaranteeing safety rails and predictable behavior.","Activation contract (first fire for a PR)","Keepalive must not post or dispatch for the first time on a PR unless all are true:","PR label present: agents:keepalive","Human initiation present: at least one human issue_comment.created on the PR that @mentions an agent (e.g., @codex, @claude), where the agent name is taken dynamically from the PR’s agent:* label(s). No hard‑coding of agent names.","Gate completed: the Gate workflow for the current head SHA has conclusion = success (or an explicit allow‑list of acceptable conclusions).","Repeat contract (round N → N+1)","The three preconditions above are still true, and","The run‑cap for this PR is not exceeded, and","The branch‑sync gate (below) says the agent’s previous “work” is now actually reflected on the PR branch.","Run cap","Config via label: if the PR has a label like agents:max-parallel:K, use K (integer, 1–5).","Default: 2 if no label is present.","Enforced as: “number of in‑progress Orchestrator/Worker runs for this PR” < cap. If at cap, keepalive does not post a new instruction or dispatch; it exits quietly (or writes a step summary only).","Pause / stop control","Removing agents:keepalive must stop any new agent runs & prevent keepalive comments.","Optionally respect a stronger “hard pause” label agents:pause that prevents all keepalive activity, including any fallbacks.","No‑noise rule","If preconditions aren’t met (label missing, no human @agent yet, Gate not green, cap reached), keepalive must not post new comments. It may write a run‑summary for operators, but no PR noise.","Instruction comment contract","When keepalive is allowed to post:","Create a new instruction comment (never edit a status comment).","Author: post as stranske using ACTIONS_BOT_PAT (preferred); fallback to SERVICE_BOT_PAT (posts as the automation bot).","Body must start with these hidden markers + trace id, then the visible instruction:","","","","@ Continue with the remaining tasks. Re‑post Scope/Tasks/Acceptance and check off only when acceptance criteria are satisfied.","","After posting, the system adds 👀 to the comment and expects PR‑meta to add 🚀 (ack) within a short TTL.","Detection & dispatch","PR‑meta listens to issue_comment.created and accepts authors: stranske or the automation bot.","Requires the hidden markers; dedupes via 🚀; then dispatches both:","workflow_dispatch → Agents‑70 Orchestrator (with options_json containing {round, trace, pr}).","repository_dispatch (codex-pr-comment-command) for the connector, with {issue, base, head, comment_id, comment_url, agent}.","PR‑meta writes a small summary table per event (ok | reason | author | pr | round | trace).","Branch‑sync gate","Before posting the next instruction for a round, require that the PR head moved (work landed). If not, attempt automation and only then proceed:","If head SHA unchanged after the agent reports “done,” scan the agent’s last reply for an “Update Branch” / “Create PR” URL (known patterns per connector), call it automatically, and poll the PR for a new commit (short TTL).","If still unchanged, try a second‑chance path (e.g., the “Create PR” route if “Update Branch” is no longer allowed), then poll again.","If still unchanged, pause keepalive and add a label agents:sync-required (no instruction post, no dispatch). A short, single‑line PR comment with the {trace} may be allowed only when a debug label (e.g., agents:debug) is present.","Orchestrator invariants","No self‑cancellation: cancel-in-progress: false; concurrency keyed by {pr}-{trace}.","Explicit bails: on any early exit (precondition missing, run cap reached, Gate not green, branch‑sync unresolved), write a one‑line reason to the run‑summary and (optionally, when debug label exists) a terse PR comment:","**Keepalive {round}** \\{trace}` skipped: `","Assignees: ignore bot/app accounts; if no humans remain, skip gracefully; do not fail the round.","Removing and then re-adding agents:keepalive will restart the keepalive functionality as long as all criteria have been met","Success condition","Stop when all acceptance criteria are checked complete; optionally remove agents:keepalive and add agents:done.","message",[1110,1111,1112,1113,1114,1115,1116,1117,1118,1119,1120,1121,1122,1123,1124,1125],{"_1126":57,"_57":1139},{"_1126":1128,"_325":1039,"_332":1137,"_333":1138},{"_1126":57,"_57":1136},{"_1126":1128,"_325":961,"_332":304,"_333":964},{"_1126":1128,"_325":419,"_332":1131,"_333":1132},{"_1126":1128,"_325":326,"_332":1129,"_333":1130},{"_1126":57,"_57":1135},{"_1126":1128,"_325":961,"_332":304,"_333":964},{"_1126":1128,"_325":419,"_332":1131,"_333":1132},{"_1126":1128,"_325":326,"_332":1129,"_333":1130},{"_1126":57,"_57":1134},{"_1126":1128,"_325":961,"_332":304,"_333":964},{"_1126":57,"_57":1133},{"_1126":1128,"_325":419,"_332":1131,"_333":1132},{"_1126":1128,"_325":326,"_332":1129,"_333":1130},{"_1126":57,"_57":1127},"content_type","\n\n**Testing**\n* ⚠️ _Not run (not requested)_","repo_file_citation",21,28,13,17,"\n* Linked the new reference from the top-level agent guard-rails and automation overview so keepalive contributors are routed to the canonical guidance.","\n\n**Summary**\n* Added a canonical keepalive goals and plumbing reference covering activation, dispatch, branch-sync, and operational guard-rails.","\n\n#### Acceptance criteria\n- [x] The document has been uploaded to docs and included in any other documentation in the repo where it belongs.","\n\n#### Tasks\n- [x] Add the document in the implementation notes to docs and label it for agents in a way that reminds them to consult it any time work is done on the keepalive.",7,37,"#### Scope\n- Guidelines and Goals for the Keepalive.","pr","pr_title","Add canonical keepalive goals reference","pr_message","## Summary\n- add a canonical keepalive goals and plumbing reference under docs\n- cross-link the new document from the top-level agent guidance and automation overview\n\n## Testing\n- not run","output_diff",{"_104":1145,"_1148":1149,"_139":140,"_1150":-5,"_300":1151,"_1152":1153,"_1154":1155,"_1156":1157,"_1158":304,"_1159":1142,"_1160":-5},"pre_apply_patch","repo_id","/workspace/Trend_Model_Project","preapply_patch_base_commit_sha","diff --git a/Agents.md b/Agents.md\nindex a0aec660cd7405d010dbf27a87081fcfe6992bc3..0c62d80ad980c29f76deec6c00651d00b5e11159 100644\n--- a/Agents.md\n+++ b/Agents.md\n@@ -1,41 +1,42 @@\n # Agents.md\n \"\"\"\n YOU ARE CODEX. EXTEND THE VOL_ADJ_TREND_ANALYSIS PROJECT AS FOLLOWS\n --------------------------------------------------------------------\n \n ## Agents consumer workflows (historical)\n \n Manual consumer wrappers were fully retired once the orchestrator became the\n sole automation entry point. They linger only in git history alongside the\n ledger notes in [ARCHIVE_WORKFLOWS.md](docs/archive/ARCHIVE_WORKFLOWS.md), which documents\n their removal and the consolidated keep vs retire roster.\n \n ## Communication guard-rails\n - When a request contains multiple tasks, explicitly recap which items are complete and which remain before handing control back.\n - Call out any suggestion that is only a partial fix, and list the follow-up steps required for it to succeed.\n - Highlight assumptions about workflow or automation status (e.g., scheduled runs, failing jobs) and offer to pull the live data when needed.\n+- For any keepalive-related work, consult the canonical reference in [docs/keepalive-goals-and-plumbing.md](docs/keepalive-goals-and-plumbing.md) and ensure the Scope/Tasks/Acceptance block stays accurate.\n \n ## Demo pipeline (maintenance / CI)\n \n 1. **Bootstrap environment**\n \n ```bash\n ./scripts/setup_env.sh\n ```\n \n 2. **Generate demo dataset**\n \n ```bash\n python scripts/generate_demo.py\n ```\n \n 3. **Run full demo pipeline and export checks**\n \n ```bash\n python scripts/run_multi_demo.py\n ```\n \n The script must invoke `export.export_data()` with the demo results so CSV,\n Excel, JSON **and TXT** outputs are generated in one call. Update it\n whenever new exporter functionality is added.\n \ndiff --git a/docs/agent-automation.md b/docs/agent-automation.md\nindex 3ac7170256f135eab11b756af33a26de3a0a282f..b3ce9d16edf3f6b9e2536a732bd13a6d84ae907d 100644\n--- a/docs/agent-automation.md\n+++ b/docs/agent-automation.md\n@@ -1,49 +1,50 @@\n # Agent Automation & Telemetry Overview\n \n _Last updated: 2026-10-12_\n \n This document captures the trimmed agent automation surface that remains after Issue #2190. The GitHub Actions footprint now\n consists of a single orchestrator workflow plus the reusable composite it consumes. Everything else that previously handled\n label forwarding, watchdog wrappers, or Codex bootstrap fallbacks has been removed.\n \n ## High-Level Flow\n \n ```\n Manual dispatch / 20-minute schedule ──▶ agents-70-orchestrator.yml\n │\n ├─ Readiness probes (GraphQL assignability)\n ├─ Optional Codex preflight diagnostics\n ├─ Optional issue verification (label + assignment parity)\n ├─ Watchdog sweep for Codex bootstrap health\n └─ Codex keepalive sweep (checklist nudge)\n ```\n \n - No automatic label forwarding remains. Maintainers trigger the orchestrator directly from the Actions tab (manual\n `workflow_dispatch`) or allow the 20-minute schedule to run readiness + watchdog checks.\n - Codex keepalive now runs as part of the orchestrator invocation. Configure thresholds or disable it entirely via the\n- `params_json` payload (e.g. `{ \"enable_keepalive\": false }`).\n+ `params_json` payload (e.g. `{ \"enable_keepalive\": false }`). See the canonical reference in\n+ [keepalive-goals-and-plumbing.md](./keepalive-goals-and-plumbing.md) for detailed guard-rails and branch-sync rules.\n - Bootstrap PR creation, diagnostics, and stale issue escalation now live entirely inside `agents-70-orchestrator.yml` and the\n `reusable-16-agents.yml` composite it calls. Historical wrappers (`agents-41-assign*.yml`, `agents-42-watchdog.yml`, etc.) were\n deleted.\n \n ## Key Workflow\n \n ### `agents-70-orchestrator.yml`\n \n - **Triggers:** `schedule` (every 20 minutes) and manual `workflow_dispatch` with curated inputs.\n - **Inputs:** `enable_readiness`, `readiness_agents`, `enable_preflight`, `codex_user`,\n `enable_verify_issue`, `verify_issue_number`, `verify_issue_valid_assignees`, `enable_watchdog`, `draft_pr`, plus an extensible\n `params_json` string for long tail toggles (currently `diagnostic_mode`, `readiness_custom_logins`, `codex_command_phrase`,\n `require_all`, `enable_keepalive`, `keepalive_idle_minutes`, `keepalive_repeat_minutes`, `keepalive_labels`,\n `keepalive_command`).\n - **Behaviour:** delegates directly to `reusable-16-agents.yml`, which orchestrates readiness probes, Codex bootstrap, issue\n verification, and watchdog sweeps. The JSON options map is parsed via `fromJson()` so new flags can be layered without\n exploding the dispatch form beyond GitHub's 10-input limit.\n - **Permissions:** retains `contents`, `pull-requests`, and `issues` write scopes to continue authoring Codex PRs or posting\n remediation comments.\n - **Outputs:** inherits the reusable workflow's job summaries, watchdog tables, and readiness reports.\n \n ### Reusable Composite\n \n `reusable-16-agents.yml` remains the single source of truth for agent automation logic:\n \ndiff --git a/docs/keepalive-goals-and-plumbing.md b/docs/keepalive-goals-and-plumbing.md\nnew file mode 100644\nindex 0000000000000000000000000000000000000000..57aed7071680a1b3bb77959a953fe72e90a732f2\n--- /dev/null\n+++ b/docs/keepalive-goals-and-plumbing.md\n@@ -0,0 +1,122 @@\n+# Keepalive — Goals & Plumbing (canonical reference)\n+\n+> Authoritative reference for agents implementing or maintaining keepalive behaviour across PR workflows.\n+\n+## Purpose\n+\n+Drive an iterative, hands-off loop where an agent continues working on a PR in small, verifiable increments until all acceptance criteria are met—while guaranteeing safety rails and predictable behaviour.\n+\n+## Scope\n+\n+- Keepalive goals, guard-rails, and automation choreography across the control plane.\n+- Branch-sync and orchestration plumbing that keeps the loop trustworthy.\n+\n+## Non-goals\n+\n+- Guidance for non-keepalive automation.\n+- Broader agent workflow specifications unrelated to keepalive.\n+\n+---\n+\n+## Activation contract\n+\n+### First activation on a PR\n+Keepalive must not post or dispatch for the first time on a PR unless all of the following are true:\n+\n+1. **Label present** — The PR carries the `agents:keepalive` label.\n+2. **Human initiation** — At least one human `issue_comment.created` on the PR @mentions an agent (e.g., `@codex`, `@claude`). The agent handle is derived dynamically from the PR's `agent:*` labels (no hard-coded names).\n+3. **Gate green** — The Gate workflow for the current head SHA completed with a `success` conclusion (or another allow-listed conclusion).\n+\n+### Subsequent rounds\n+Before keepalive posts the next instruction comment or dispatches another agent run:\n+\n+- The three preconditions above remain true.\n+- The run-cap for this PR is not exceeded.\n+- The branch-sync gate confirms the agent's previous work is now reflected on the PR branch.\n+\n+## Run cap\n+\n+Limit concurrent agent runs per PR:\n+\n+- **Configurable via label** — If the PR has a label like `agents:max-parallel:K`, use that integer value (1–5).\n+- **Default** — Allow up to 2 concurrent runs when the label is absent.\n+- **Enforcement** — Only dispatch a new run when `in-progress orchestrator/worker runs for this PR` < cap. If at cap, keepalive exits quietly (optionally writing an operators-only summary) without posting a new comment.\n+\n+## Pause and stop controls\n+\n+- Removing `agents:keepalive` stops new agent runs and prevents additional keepalive comments.\n+- Respect an optional stronger label `agents:pause` that blocks all keepalive activity, including fallbacks.\n+\n+## No-noise rule\n+\n+When preconditions are not met (missing label, no human @agent, Gate not green, cap reached) keepalive must refrain from posting new comments. It may write a run-summary for operators but must not produce public PR noise.\n+\n+---\n+\n+## Instruction comments\n+\n+When keepalive is permitted to post:\n+\n+1. Create a **new instruction comment** (never edit a status comment).\n+2. Post as `stranske` using `ACTIONS_BOT_PAT`; fall back to `SERVICE_BOT_PAT` (automation bot) if the preferred credential is unavailable.\n+3. Start the body with the hidden markers and trace ID, followed by the visible instruction block:\n+\n+ ```text\n+ \n+ \n+ \n+ @ Continue with the remaining tasks. Re-post Scope/Tasks/Acceptance and check off only when acceptance criteria are satisfied.\n+\n+ \n+ ```\n+\n+4. After posting, the system reacts with 👀 and expects PR-meta to add 🚀 (ack) within a short TTL.\n+\n+## Detection and dispatch\n+\n+- PR-meta listens to `issue_comment.created`, accepting authors `stranske` or the automation bot.\n+- Detection requires the hidden markers; deduplication uses the 🚀 reaction.\n+- Successful detection triggers two actions:\n+ - `workflow_dispatch` → **Agents 70 Orchestrator** with `options_json` carrying `{ round, trace, pr }`.\n+ - `repository_dispatch` → `codex-pr-comment-command` for the connector with `{ issue, base, head, comment_id, comment_url, agent }`.\n+- PR-meta writes a compact summary table per event (`ok | reason | author | pr | round | trace`).\n+\n+---\n+\n+## Branch-sync gate\n+\n+Before posting the next instruction for a round, require that the PR head SHA changed (work landed). If not:\n+\n+1. Scan the agent's last reply for \"Update Branch\" or \"Create PR\" URLs (known connector patterns) and call them automatically, then poll for a new commit (short TTL).\n+2. If the head is still unchanged, attempt the second-chance path (e.g., \"Create PR\" if \"Update Branch\" is no longer allowed), then poll again.\n+3. If the branch remains unchanged, pause keepalive and add the `agents:sync-required` label. Post a brief PR comment with the `{trace}` only when a debug label (e.g., `agents:debug`) is present.\n+\n+---\n+\n+## Orchestrator invariants\n+\n+- **No self-cancellation** — Workflow concurrency keys on `{pr}-{trace}` with `cancel-in-progress: false`.\n+- **Explicit bails** — On early exit (precondition missing, run cap reached, Gate not green, branch-sync unresolved) record a one-line reason in the run summary. Optionally emit a terse PR comment when a debug label exists:\n+ - `**Keepalive {round}** {trace} skipped: `\n+- **Assignee handling** — Ignore bot/app accounts; if no human assignees remain, skip gracefully without failing the round.\n+- Removing and re-adding `agents:keepalive` restarts keepalive once all criteria are met.\n+- **Success condition** — Stop when all acceptance criteria are checked complete; optionally remove `agents:keepalive` and add `agents:done`.\n+\n+---\n+\n+## Operational checklist\n+\n+| Step | Expectation |\n+| --- | --- |\n+| Gate completes | Keepalive triggers only after the Gate workflow on the current head SHA succeeds. |\n+| Instruction posted | Hidden markers + trace + @agent prompt appear. |\n+| 👀/🚀 reactions | Automation adds 👀; PR-meta confirms with 🚀. |\n+| Orchestrator dispatched | Agents 70 Orchestrator run reflects round/trace metadata in its summary table. |\n+| Branch updated | Subsequent rounds verify new commits before posting. |\n+| Completion | All acceptance criteria checked; keepalive halts and labels may be updated. |\n+\n+---\n+\n+## Label reminders for agents\n+\n+When working on keepalive-related tasks, always consult this canonical reference. If additional implementation details are added elsewhere, cross-link back to this document.\n","external_storage_diff",{"_1161":1162,"_1163":-5},"files_modified",3,"lines_added",125,"lines_removed","commit_message","additional_parent_commit_shas","file_id","file_000000002b9c71f7a3d9da45df6774b5","ttl",{"_104":301,"_53":96,"_108":301,"_1166":1167,"_1168":1169,"_1170":1171,"_143":-5,"_130":1172},[95],"input_items",[1191,1192,1193,1194,1195],"external_post_config",{"_1173":1174,"_239":175,"_1175":279,"_250":-5,"_1148":233,"_1176":18,"_1177":-5,"_1178":-5,"_1179":-5,"_1180":1181,"_1182":-5,"_1183":-5,"_1184":1185,"_1186":18,"_1187":70,"_1188":65,"_1189":18,"_1190":-5},"user_model_slug","slug",1762451802.551027,"installation_id",71148695,"pr_number","enable_internal_github_app_routing","gitlab_service_account_project_id","review_trigger","comment_id","comment_type","issue","pr_write_guard_token","pending_pr_reaction_id","pending_comment_reaction_id",312872159,"comment_if_no_findings","comment_on_error","share_url","is_parallel_review","review_summary_id",{"_104":1108,"_108":301,"_335":1205},{"_286":287,"_288":289,"_1202":293,"_1203":140,"_297":-5,"_104":1204},{"_104":1196,"_288":1201,"_325":-5,"_1198":-5,"_1199":-5},{"_104":1196,"_288":1200,"_325":-5,"_1198":-5,"_1199":-5},{"_104":1196,"_288":1197,"_325":-5,"_1198":-5,"_1199":-5},"pull_request_comment","To use Codex here, [create a Codex account and connect to github](https://chatgpt.com/codex).","side","line","\n\n\n\n@codex Continue with the remaining tasks; re-post the Scope/Tasks/Acceptance block and check off only when acceptance criteria are satisfied.\n\n#### Scope\n_No scope information available_\n\n#### Tasks\n- [ ] _No tasks defined_\n\n#### Acceptance criteria\n- [ ] _No acceptance criteria defined_","\n## Automated Status Summary\n**Head SHA:** c2ec53de63a6343e1ad8683b042986bcd30d98fd\n**Latest Runs:** ⏳ pending — Gate\n**Required contexts:** Gate / gate, Health 45 Agents Guard / Enforce agents workflow protections\n**Required:** core tests (3.11): ⏳ pending, core tests (3.12): ⏳ pending, docker smoke: ⏳ pending, gate: ⏳ pending\n\n| Workflow / Job | Result | Logs |\n|----------------|--------|------|\n| _(no jobs reported)_ | ⏳ pending | — |\n\n_Updated automatically; will refresh on subsequent CI/Docker completions._\n\n\n---\n### Keepalive checklist\n\n#### Scope\n_No scope information available_\n\n#### Tasks\n- [ ] _No tasks defined_\n\n#### Acceptance criteria\n- [ ] _No acceptance criteria defined_","base_ref","head_ref","pull_request_info",[1206],{"_1126":57,"_57":1207},"\n\n\n@codex use the scope, acceptance criteria, and task list so the keepalive workflow continues nudging until everything is complete. Work through the tasks, checking them off only after each acceptance criterion is satisfied, but check during each comment implementation and check off tasks and acceptance criteria that have been satisfied and repost the current version of the initial scope, task list and acceptance criteria each time that any have been newly 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