feat(cli): TapChannel::Net — the net_r_equity tap routes and persists (#234 task 6)

TapChannel gains Net; tap_channel routes the full closed vocabulary
(producibility moved to the caller); the trace path drains the sixth
channel and persists the cost-adjusted net curve. A cost-less document
requesting net_r_equity keeps a skip notice, reworded to name the
remedy (add a cost block) — not a refusal. Two deliberate pin moves:
the absence pin re-pins to routed, the skip-notice e2e re-pins to the
reworded form. Post-review: positive write-path e2e added (a costed
GER40 campaign lands net_r_equity.json with the curve differing from
r_equity by the accrued costs).

Verified: routing pin + positive e2e green (real archive), full
workspace suite green, clippy -D warnings clean.

refs #234
This commit is contained in:
2026-07-11 11:46:22 +02:00
parent bb1f6c8bdd
commit da7d54774b
2 changed files with 153 additions and 28 deletions
+32 -24
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@@ -636,36 +636,35 @@ fn present_campaign(
/// campaign trace re-run. The routing mirrors `persist_traces_r` (main.rs):
/// equity <- the SimBroker equity recorder (tx_eq), exposure <- the Bias
/// recorder (tx_ex), r_equity <- the cum_realized_r + unrealized_r recorder
/// (tx_req). `net_r_equity` has no channel here: `wrap_r` no longer builds a
/// cost leg at all (#221), so a net curve is not produced by this run's
/// configuration.
/// (tx_req), net_r_equity <- the cost leg's LinComb(4) net-curve recorder
/// (tx_net, #234) — produced only when the campaign document carries a cost
/// block (the caller's producibility check).
#[derive(Clone, Copy, Debug, PartialEq, Eq)]
enum TapChannel {
Equity,
Exposure,
REquity,
Net,
}
/// Route one requested tap of the closed vocabulary to its drained channel;
/// `None` marks a tap this run cannot produce (the caller skips it loudly).
/// An unknown name cannot reach here (`validate_campaign` refuses it) and
/// maps to `None` all the same rather than guessing.
/// `None` marks a name outside the vocabulary (unreachable — `validate_campaign`
/// refuses it — and mapped defensively rather than guessed at).
fn tap_channel(tap: &str) -> Option<TapChannel> {
// The emit_vocabulary debug_assert's twin: every vocabulary tap must be
// either routable here or the one known cost-only tap — a future fifth
// vocabulary entry fails loudly instead of silently skipping with the
// hardcoded needs-a-cost-run message.
// routable here — a future fifth vocabulary entry fails loudly instead of
// silently skipping.
debug_assert!(
aura_research::tap_vocabulary()
.iter()
.all(|t| *t == "net_r_equity"
|| matches!(*t, "equity" | "exposure" | "r_equity")),
.all(|t| matches!(*t, "equity" | "exposure" | "r_equity" | "net_r_equity")),
"tap_vocabulary drifted from the channels campaign_run routes"
);
match tap {
"equity" => Some(TapChannel::Equity),
"exposure" => Some(TapChannel::Exposure),
"r_equity" => Some(TapChannel::REquity),
"net_r_equity" => Some(TapChannel::Net),
_ => None,
}
}
@@ -771,16 +770,19 @@ pub(crate) fn persist_campaign_traces(
.ensure_name_free(trace_name, WriteKind::Family)
.map_err(|e| e.to_string())?;
// Requested ∩ producible, in request order. When nothing producible was
// requested (net_r_equity only), no member dir is written and the
// Requested ∩ producible, in request order. `net_r_equity` is producible
// exactly when the document carries a cost block (#234); the skip notice
// names the remedy — the tap is optional presentation, not a refusal.
// When nothing producible was requested, no member dir is written and the
// summary honestly reports 0 tap(s).
let mut routed: Vec<(&str, TapChannel)> = Vec::new();
for tap in taps {
match tap_channel(tap) {
Some(ch) => routed.push((tap.as_str(), ch)),
None => eprintln!(
"aura: tap \"{tap}\" is not produced by this run (needs a cost run); skipped"
Some(TapChannel::Net) if campaign.cost.is_empty() => eprintln!(
"aura: tap \"{tap}\" needs a cost model; add a cost block to the campaign document; skipped"
),
Some(ch) => routed.push((tap.as_str(), ch)),
None => eprintln!("aura: tap \"{tap}\" is not produced by this run; skipped"),
}
}
@@ -910,7 +912,7 @@ pub(crate) fn persist_campaign_traces(
// re-run gross would trip the C1 drift alarm below on every
// legitimate costed campaign, not just on a real divergence.
let (tx_cost, rx_cost) = mpsc::channel();
let (tx_net, _rx_net) = mpsc::channel();
let (tx_net, rx_net) = mpsc::channel();
let cost_leg = (!campaign.cost.is_empty()).then(|| crate::CostLeg {
nodes: cost_nodes_for(&campaign.cost),
tx_cost,
@@ -921,13 +923,15 @@ pub(crate) fn persist_campaign_traces(
.bootstrap_with_cells(&point)
.expect("the member's point re-bootstraps (it already ran this realization)");
h.run(sources);
// Drain ALL FIVE channels (`run_signal_r` leaves req undrained; the
// trace path must not): eq/ex/req feed the taps, r+cost feed the metrics.
// Drain ALL SIX channels (`run_signal_r` leaves req undrained; the
// trace path must not): eq/ex/req/net feed the taps, r+cost feed
// the metrics.
let eq_rows: Vec<(Timestamp, Vec<Scalar>)> = rx_eq.try_iter().collect();
let ex_rows: Vec<(Timestamp, Vec<Scalar>)> = rx_ex.try_iter().collect();
let r_rows: Vec<(Timestamp, Vec<Scalar>)> = rx_r.try_iter().collect();
let req_rows: Vec<(Timestamp, Vec<Scalar>)> = rx_req.try_iter().collect();
let cost_rows: Vec<(Timestamp, Vec<Scalar>)> = rx_cost.try_iter().collect();
let net_rows: Vec<(Timestamp, Vec<Scalar>)> = rx_net.try_iter().collect();
// The C1 drift alarm: metrics equality against the recorded
// member. The reduce-mode fold shares its arithmetic with this
@@ -951,6 +955,7 @@ pub(crate) fn persist_campaign_traces(
TapChannel::Equity => &eq_rows,
TapChannel::Exposure => &ex_rows,
TapChannel::REquity => &req_rows,
TapChannel::Net => &net_rows,
};
ColumnarTrace::from_rows(tap, &[ScalarKind::F64], rows)
})
@@ -1272,14 +1277,17 @@ mod tests {
}
#[test]
/// The tap->channel routing mirrors `persist_traces_r` (equity<-eq,
/// exposure<-ex, r_equity<-req); `net_r_equity` is unproducible on the
/// campaign runner's cost-free wrap and routes to no channel.
fn tap_channel_routes_the_producible_vocabulary_only() {
/// #234 — a DELIBERATE pin move (was: `net_r_equity` routes to `None` on
/// the cost-free wrap): the full closed tap vocabulary now routes,
/// `net_r_equity` to the cost leg's net-curve channel. Producibility
/// (does THIS run carry a cost model?) is the caller's check, not the
/// routing's.
fn tap_channel_routes_the_full_vocabulary() {
assert_eq!(tap_channel("equity"), Some(TapChannel::Equity));
assert_eq!(tap_channel("exposure"), Some(TapChannel::Exposure));
assert_eq!(tap_channel("r_equity"), Some(TapChannel::REquity));
assert_eq!(tap_channel("net_r_equity"), None);
assert_eq!(tap_channel("net_r_equity"), Some(TapChannel::Net));
assert_eq!(tap_channel("bogus"), None);
}
#[test]
+121 -4
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@@ -2451,6 +2451,123 @@ fn campaign_run_real_e2e_costed_campaign_persists_without_drift_alarm() {
);
}
/// Property (#234): a costed campaign requesting `net_r_equity` must actually
/// land a `net_r_equity.json` trace on disk carrying the cost-adjusted curve
/// — the write path (`TapChannel::Net` -> `rx_net` -> `net_rows` ->
/// `ColumnarTrace`) had no positive e2e coverage: the costed siblings above
/// request only equity/r_equity, and the skip e2e only proves `net_r_equity`
/// is ABSENT on a cost-FREE document. Exercised through the same real
/// production path as
/// `campaign_run_real_e2e_costed_campaign_persists_without_drift_alarm`,
/// requesting `net_r_equity` alongside `r_equity` on an identically-shaped
/// costed document: the net file must exist, carry the same row count as its
/// `r_equity` sibling (both drained off the identical per-cycle firing off
/// `exec.output("cum_realized_r"/"unrealized_r")` — `wrap_r`, main.rs), and
/// its values must diverge from the gross r_equity curve at least once
/// (non-vacuity — a net curve byte-identical to gross would pass even if the
/// LinComb(4) cost subtraction were never wired). Gated on the local GER40
/// archive; skips on a data-less host.
#[test]
fn campaign_run_real_e2e_net_r_equity_tap_persists_the_cost_adjusted_curve() {
let _fixture = project_lock();
let dir = built_project();
let runs_dir = dir.join("runs");
std::fs::remove_dir_all(&runs_dir).ok();
let _cleanup = ScratchGuard(vec![
ScratchPath::Dir(runs_dir.clone()),
ScratchPath::File(dir.join("net-persist.process.json")),
ScratchPath::File(dir.join("net-persist.campaign.json")),
]);
let bp_id = seed_blueprint(dir, "campaign-persist-net-seed");
let proc_id = register_process_doc(dir, "net-persist.process.json", SWEEP_ONLY_PROCESS_DOC);
let base = campaign_doc_json(
&bp_id,
&proc_id,
(1725148800000, 1727740799999),
"\"net_r_equity\", \"r_equity\"",
"\"family_table\"",
);
let with_cost = base.replacen(
"\"seed\": 7,",
"\"seed\": 7,\n \"cost\": [ { \"constant\": { \"cost_per_trade\": 0.0005 } } ],",
1,
);
assert_ne!(with_cost, base, "replacen must actually match the fixture's seed field");
write_doc(dir, "net-persist.campaign.json", &with_cost);
let (out, code) = run_code_in(dir, &["campaign", "run", "net-persist.campaign.json"]);
// Skip on a data-less machine: the member-data refusal, never a panic.
if code == Some(1)
&& (out.contains("no recorded geometry") || out.contains("no data for instrument"))
{
eprintln!("skip: no local GER40 data for the campaign net-persist e2e");
return;
}
assert!(
!out.contains("C1 violation"),
"the costed persist-side re-run must bind the SAME cost model the nominee ran \
under, not false-fail C1: {out}"
);
assert_eq!(code, Some(0), "a deterministic costed campaign persists cleanly: {out}");
let record_line = out
.lines()
.find(|l| l.starts_with("{\"campaign_run\":"))
.expect("the always-on final campaign_run line");
let v: serde_json::Value =
serde_json::from_str(record_line).expect("campaign_run line parses as JSON");
let trace_name = v["campaign_run"]["trace_name"]
.as_str()
.expect("persist_taps non-empty => the record carries trace_name");
let cell_key = format!("{}-GER40-w0", &bp_id[..8]);
let cell_dir = runs_dir.join("traces").join(trace_name).join(&cell_key);
// The headline finding: net_r_equity.json actually lands on disk.
let net_path = cell_dir.join("net_r_equity.json");
assert!(
net_path.is_file(),
"the costed nominee's net_r_equity tap persists at {}",
cell_dir.display()
);
let req_path = cell_dir.join("r_equity.json");
assert!(
req_path.is_file(),
"the sibling gross r_equity tap persists at {}",
cell_dir.display()
);
let net_trace: serde_json::Value = serde_json::from_str(
&std::fs::read_to_string(&net_path).expect("net_r_equity.json readable"),
)
.expect("net_r_equity.json parses as JSON");
let req_trace: serde_json::Value = serde_json::from_str(
&std::fs::read_to_string(&req_path).expect("r_equity.json readable"),
)
.expect("r_equity.json parses as JSON");
let net_col = net_trace["columns"][0].as_array().expect("net_r_equity has a value column");
let req_col = req_trace["columns"][0].as_array().expect("r_equity has a value column");
assert!(!net_col.is_empty(), "the net curve carries at least one recorded row: {net_trace}");
assert_eq!(
net_col.len(),
req_col.len(),
"the net and gross curves are drained off the identical per-cycle firing, same row count"
);
// Non-vacuity: at least one row's net value differs from its gross
// sibling — else this test would pass even if the LinComb cost
// subtraction (net = gross - cum_cost - open_cost) were never wired and
// net silently mirrored gross.
let any_row_differs = net_col.iter().zip(req_col.iter()).any(|(n, r)| {
n.as_f64().expect("net cell is f64") != r.as_f64().expect("gross cell is f64")
});
assert!(
any_row_differs,
"the costed net curve must diverge from the gross r_equity curve at least once \
(else the cost subtraction never engaged): net={net_col:?} gross={req_col:?}"
);
}
/// Property (#234): a `vol_slippage` cost component — the structurally
/// distinct leg from `constant` (it reactivates the vol-proxy RollingMax/
/// RollingMin/Sub chain feeding a `VolSlippageCost` node, not a flat per-close
@@ -2629,8 +2746,8 @@ fn campaign_persist_two_regimes_land_in_distinct_trace_dirs() {
/// Property: an UNPRODUCIBLE tap requested alongside a producible one degrades
/// gracefully, never a crash or a silently-dropped whole request. `net_r_equity`
/// is in the closed tap vocabulary (`validate_campaign` accepts it) but has no
/// drained channel on the campaign runner's cost-free wrap (`tap_channel`
/// returns `None`); the one-time stderr note names exactly that tap, the
/// drained channel on the campaign runner's cost-free wrap (the doc carries
/// no cost block, #234); the one-time stderr note names exactly that tap, the
/// summary line's arity counts only what was actually written (1 tap, not 2),
/// and no `net_r_equity.json` file is ever created — only the producible
/// `equity` tap lands on disk. Uses `SWEEP_ONLY_PROCESS_DOC` (cheapest
@@ -2684,9 +2801,9 @@ fn campaign_run_real_e2e_skips_unproducible_tap_gracefully() {
assert!(
out.contains(
"aura: tap \"net_r_equity\" is not produced by this run (needs a cost run); skipped"
"aura: tap \"net_r_equity\" needs a cost model; add a cost block to the campaign document; skipped"
),
"the unproducible tap gets a named, one-time note: {out}"
"the unproducible tap gets a named, one-time note with the remedy: {out}"
);
assert!(
out.contains(&format!("aura: traces persisted: {trace_name} (1 tap(s) x 1 cell(s))")),