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app.py

@@ -163,30 +163,12 @@ def load_health():
             tr = rr.get("tracking", {})
             inc = rr.get("incumbent", {})
             flag = "🔁" if rr.get("changed") else ("🟡" if rr.get("triggered") else "🟢")
-            SIGMAP = {"n_mom_12_1": "momentum (12-1)", "n_roe": "ROE", "n_fcf_yield": "FCF yield",
-                      "n_roa": "ROA", "n_vol_13w": "low volatility"}
-            DEFMAP = {"mom60_agg20_gld20": "60% stocks + 20% bonds + 20% gold",
-                      "mom40_agg30_gld30": "40% stocks + 30% bonds + 30% gold",
-                      "agg50_gld50": "50% bonds + 50% gold", "lowvol": "low-volatility stocks"}
             dec = rr.get("decision", "")
             if dec.startswith("[agentic] "):
                 dec = dec[10:]
-            act, _, why = dec.partition(":")
-            why = (why.strip()
-                   .replace("adopt_rate_limit_ok=false", "a strategy change is currently rate-limited")
-                   .replace("ADOPT is infeasible", "no change is possible this cycle")
-                   .replace("validator-approved candidates", "validated better variants"))
-            cut = why.find(". ")
-            why = (why[:cut + 1] if 0 < cut <= 230 else (why[:230].rsplit(" ", 1)[0] + "…" if len(why) > 230 else why))
-            lines.append(f"- {flag} **Autonomous recalibration agent** (weekly, Analyst → Critic → PM) — latest decision "
-                         f"**{act.strip()}**: {why}")
-            sig = " + ".join(SIGMAP.get(x, x) for x in (inc.get("signal") or []))
-            lines.append(f"<sub>Tracking: 8-week gap vs S&P {tr.get('gap_8w_pp', '—')}pp — the {tr.get('pctile_8w', '—')}th "
-                         f"percentile of the strategy's 20-year history · implementation drift {tr.get('impl_drift_pp', '—')}pp. "
-                         f"Live strategy v{inc.get('version', '?')}: {sig} selection · {inc.get('regime', '?')} trend rule · "
-                         f"defense = {DEFMAP.get(inc.get('defense'), inc.get('defense'))} · rebalanced every "
-                         f"{inc.get('cadence_weeks', 1)} week(s). A change is adopted only if it beats the incumbent on the "
-                         f"full 20-year walk-forward, net of costs — never a re-fit to recent weeks; at most one change per 90 days.</sub>")
+            act = dec.partition(":")[0].strip()
+            lines.append(f"- {flag} **Autonomous recalibration agent** (weekly) — latest decision **{act}** "
+                         f"<sub>(reasoning & live strategy config under Strategy governance below)</sub>")
         except Exception:
             pass
         lines.append("<sub>Deterministic daily checks: live tracking gap located in the 20-year backtest distribution, "
@@ -196,6 +178,46 @@ def load_health():
         return ""
 
 
+def load_governance():
+    tok = os.environ.get("HF_TOKEN")
+    if not tok:
+        return ""
+    try:
+        rr = json.load(open(hf_hub_download("s-ttp/marketfm-panel", "recalibration_report.json", repo_type="dataset",
+                                            token=tok, force_download=True)))
+    except Exception:
+        return ""
+    SIGMAP = {"n_mom_12_1": "momentum (12-1)", "n_roe": "ROE", "n_fcf_yield": "FCF yield",
+              "n_roa": "ROA", "n_vol_13w": "low volatility"}
+    DEFMAP = {"mom60_agg20_gld20": "60% stocks + 20% bonds + 20% gold",
+              "mom40_agg30_gld30": "40% stocks + 30% bonds + 30% gold",
+              "agg50_gld50": "50% bonds + 50% gold", "lowvol": "low-volatility stocks"}
+    tr = rr.get("tracking", {})
+    inc = rr.get("incumbent", {})
+    dec = rr.get("decision", "")
+    if dec.startswith("[agentic] "):
+        dec = dec[10:]
+    act, _, why = dec.partition(":")
+    why = (why.strip()
+           .replace("adopt_rate_limit_ok=false", "a strategy change is currently rate-limited")
+           .replace("ADOPT is infeasible", "no change is possible this cycle")
+           .replace("validator-approved candidates", "validated better variants"))
+    if len(why) > 420:
+        why = why[:420].rsplit(" ", 1)[0] + "…"
+    sig = " + ".join(SIGMAP.get(x, x) for x in (inc.get("signal") or []))
+    return (f"### 🤝 Strategy governance — the crew's latest decision\n"
+            f"**{act.strip()}** — {why}\n"
+            f"- **Tracking:** 8-week gap vs S&P {tr.get('gap_8w_pp', '—')}pp — the {tr.get('pctile_8w', '—')}th percentile "
+            f"of the strategy's 20-year history · implementation drift {tr.get('impl_drift_pp', '—')}pp vs its own simulation\n"
+            f"- **Live strategy (v{inc.get('version', '?')}):** {sig} selection · {inc.get('regime', '?')} trend rule · "
+            f"defense = {DEFMAP.get(inc.get('defense'), inc.get('defense'))} · rebalanced every {inc.get('cadence_weeks', 1)} week(s)\n"
+            f"- **Change policy:** decided weekly by an agentic crew — Analyst → adversarial Critic → PM (Claude Opus 5) — "
+            f"gated by a code validator. A variant is adopted only if it beats the incumbent on the full 20-year "
+            f"walk-forward, net of costs — never a re-fit to recent weeks; at most one change per 90 days. Any AI failure "
+            f"defaults to HOLD.\n"
+            f"<sub>Decided {rr.get('date', '')} · the full Analyst / Critic / PM reasoning is logged with every decision.</sub>")
+
+
 def load_rebalance():
     tok = os.environ.get("HF_TOKEN")
     if not tok:
@@ -296,6 +318,7 @@ with gr.Blocks(title="DeepQuant — live paper monitor", theme=gr.themes.Soft())
             note = gr.Markdown(visible=False)
             gr.Markdown("### 📋 Current holdings")
             tbl = gr.Dataframe(wrap=True, interactive=False)
+            gov = gr.Markdown()
             with gr.Row():
                 updated = gr.Markdown("_loading…_")
                 btn = gr.Button("↻ Refresh now", scale=0)
@@ -349,6 +372,9 @@ with gr.Blocks(title="DeepQuant — live paper monitor", theme=gr.themes.Soft())
     demo.load(load_health, None, health)
     btn.click(load_health, None, health)
     timer.tick(load_health, None, health)
+    demo.load(load_governance, None, gov)
+    btn.click(load_governance, None, gov)
+    timer.tick(load_governance, None, gov)
 
     pv_outs = [pv_banner, tgt_tbl, ord_tbl]
     demo.load(rebalance_preview, None, pv_outs)