fix: separate shadow and paper lifecycle evidence

docs/forward_observation_runtime_contract.zh-CN.md

@@ -2,6 +2,8 @@
 
 `quant_platform_kit.strategy_lifecycle.forward_observation` 是策略、插件和平台共用的纯决策层。它不连接券商、不写运行时目标、不部署服务，也不产生订单。
 
+`shadow` 是每个前瞻观察候选必须具备的非实盘通道；`paper` 是**目标平台可选能力**，不是 Shadow 或前瞻观察的前置条件。目标未声明 paper 能力时，policy 只能列出 `shadow`，snapshot 的 `paper_status=unsupported` 是正常能力事实，不能暂停 Shadow 或推导失败。
+
 每个冻结候选必须显式提供自己的 `ForwardObservationPolicy`：候选 ID、策略 profile、无杠杆基准、前瞻交易日数量、复核里程碑、恢复前需要的连续健康周期、市场日历、固定或滚动窗口、窗口起点、窗口理由引用，以及精确的非 Live 证据模式。控制器没有“252 天”“20/60 天”或某个策略的隐性默认值；新候选缺少这些字段会被拒绝，不能继承 SOXL 的参数。没有已验证的 P3 历史证据和证据引用时，状态固定为 `PARKED`。
 
 P3 通过后，控制器可以自动给出 `start_shadow`、`start_paper`、`continue_*` 和在短暂数据/运行故障恢复后的 `resume_*` 意图。证据模式必须明确为 `shadow_decision + simulated_replay` 或 `shadow_decision + broker_paper`，不能把模拟回放、订单预览和券商 Paper 混称为同一种 Paper。数据过期或 Shadow/Paper 不一致时，才会进入可自动恢复的 `PAUSED`；风险阻断、人工冻结、身份不匹配、撤销或被新候选替代，分别进入不可自动恢复的终止状态。

docs/registry/strategy_lifecycle_matrix.json

@@ -1,18 +1,18 @@
 {
   "schema_version": "strategy_lifecycle_matrix.v1",
   "generated_at": "2026-08-23",
-  "source_policy": "Read-only inventory; statuses require repository evidence refs and never authorize promotion or trading.",
+  "source_policy": "Historical contract/reference inventory only. It never proves observed evidence, deployment health, promotion, runtime authority, or trading eligibility.",
   "entries": [
     {
       "id": "tqqq_core_only_p2_v2",
       "display_name": "TQQQ Core Only / historical frozen",
       "kind": "strategy",
       "lineage": "p2_v2",
       "stages": {
-        "p0": {"status": "verified", "evidence_refs": ["config/tqqq_core_only_p2_v2.json"]},
-        "p1": {"status": "verified", "evidence_refs": ["src/us_equity_snapshot_pipelines/lifecycle/tqqq_core_only_p1_binding.py"]},
-        "p2": {"status": "verified", "evidence_refs": ["config/tqqq_core_only_p2_v2.json"]},
-        "p3": {"status": "parked", "evidence_refs": ["scripts/run_tqqq_p3.py"], "note": "历史候选契约不满足可诚实回放的证据几何。"},
+        "p0": {"status": "not_started", "evidence_refs": [], "evidence_class": "not_applicable"},
+        "p1": {"status": "contract_ready", "evidence_refs": ["src/us_equity_snapshot_pipelines/lifecycle/tqqq_core_only_p1_binding.py"], "evidence_class": "contract"},
+        "p2": {"status": "contract_ready", "evidence_refs": ["config/tqqq_core_only_p2_v2.json"], "evidence_class": "contract"},
+        "p3": {"status": "parked", "evidence_refs": ["scripts/run_tqqq_p3.py"], "evidence_class": "not_applicable", "note": "历史候选契约不满足可诚实回放的证据几何。"},
         "p4": {"status": "deferred", "evidence_refs": []},
         "p5": {"status": "deferred", "evidence_refs": []},
         "p6": {"status": "deferred", "evidence_refs": []}
@@ -26,12 +26,12 @@
       "kind": "strategy",
       "lineage": "p2_v5",
       "stages": {
-        "p0": {"status": "verified", "evidence_refs": ["config/tqqq_core_only_p2_v5.json"]},
-        "p1": {"status": "verified", "evidence_refs": ["tests/test_tqqq_p3_synthetic_evidence.py"]},
-        "p2": {"status": "verified", "evidence_refs": ["config/tqqq_core_only_p2_v5.json"]},
-        "p3": {"status": "verified", "evidence_refs": ["tests/test_tqqq_p3_synthetic_evidence.py"]},
-        "p4": {"status": "in_progress", "evidence_refs": ["docs/tqqq-validation-and-shadow-policy.md"]},
-        "p5": {"status": "in_progress", "evidence_refs": []},
+        "p0": {"status": "not_started", "evidence_refs": [], "evidence_class": "not_applicable"},
+        "p1": {"status": "synthetic_verified", "evidence_refs": ["tests/test_tqqq_p3_synthetic_evidence.py"], "evidence_class": "synthetic"},
+        "p2": {"status": "contract_ready", "evidence_refs": ["config/tqqq_core_only_p2_v5.json"], "evidence_class": "contract"},
+        "p3": {"status": "synthetic_verified", "evidence_refs": ["tests/test_tqqq_p3_synthetic_evidence.py"], "evidence_class": "synthetic"},
+        "p4": {"status": "contract_ready", "evidence_refs": ["docs/tqqq-validation-and-shadow-policy.md"], "evidence_class": "contract"},
+        "p5": {"status": "contract_ready", "evidence_refs": [], "evidence_class": "contract"},
         "p6": {"status": "not_started", "evidence_refs": []}
       },
       "blocking_reasons": ["requires_approved_forward_observation"],
@@ -43,7 +43,7 @@
       "kind": "strategy",
       "lineage": "successor",
       "stages": {
-        "p0": {"status": "in_progress", "evidence_refs": []},
+        "p0": {"status": "not_started", "evidence_refs": [], "evidence_class": "not_applicable"},
         "p1": {"status": "in_progress", "evidence_refs": []},
         "p2": {"status": "in_progress", "evidence_refs": []},
         "p3": {"status": "in_progress", "evidence_refs": []},
@@ -60,10 +60,10 @@
       "kind": "strategy",
       "lineage": "smart_dca",
       "stages": {
-        "p0": {"status": "verified", "evidence_refs": ["UsEquityStrategies/src/us_equity_strategies/manifests/__init__.py"]},
-        "p1": {"status": "verified", "evidence_refs": ["UsEquityStrategies/tests/test_nasdaq_sp500_smart_dca.py"]},
-        "p2": {"status": "verified", "evidence_refs": ["UsEquityStrategies/docs/research/nasdaq_sp500_smart_dca.md"]},
-        "p3": {"status": "in_progress", "evidence_refs": ["UsEquityStrategies/tests/test_smart_dca_research.py", "UsEquityStrategies/tests/test_smart_dca_research_cli.py"]},
+        "p0": {"status": "not_started", "evidence_refs": [], "evidence_class": "not_applicable"},
+        "p1": {"status": "contract_ready", "evidence_refs": ["UsEquityStrategies/tests/test_nasdaq_sp500_smart_dca.py"], "evidence_class": "contract"},
+        "p2": {"status": "contract_ready", "evidence_refs": ["UsEquityStrategies/docs/research/nasdaq_sp500_smart_dca.md"], "evidence_class": "contract"},
+        "p3": {"status": "synthetic_verified", "evidence_refs": ["UsEquityStrategies/tests/test_smart_dca_research.py", "UsEquityStrategies/tests/test_smart_dca_research_cli.py"], "evidence_class": "synthetic"},
         "p4": {"status": "deferred", "evidence_refs": []},
         "p5": {"status": "deferred", "evidence_refs": []},
         "p6": {"status": "deferred", "evidence_refs": []}
@@ -77,8 +77,8 @@
       "kind": "strategy",
       "lineage": "research_only",
       "stages": {
-        "p0": {"status": "verified", "evidence_refs": ["UsEquityStrategies/src/us_equity_strategies/entrypoints/__init__.py"]},
-        "p1": {"status": "in_progress", "evidence_refs": ["UsEquityStrategies/src/us_equity_strategies/strategies/tecl_xlk_trend_income.py"]},
+        "p0": {"status": "not_started", "evidence_refs": [], "evidence_class": "not_applicable"},
+        "p1": {"status": "contract_ready", "evidence_refs": ["UsEquityStrategies/src/us_equity_strategies/strategies/tecl_xlk_trend_income.py"], "evidence_class": "contract"},
         "p2": {"status": "parked", "evidence_refs": ["docs/strategy_portfolio_action_matrix.md", "docs/strategy_lifecycle_terminology.zh-CN.md"], "note": "当前策略保持 research_active：可继续自动研究与 shadow 准备，但尚未形成 successor 冻结配置。"},
         "p3": {"status": "parked", "evidence_refs": ["docs/strategy_portfolio_action_matrix.md"], "note": "未注册统一 P3 证据包，不进入 promotion。"},
         "p4": {"status": "deferred", "evidence_refs": []},

docs/strategy_plugin_runtime_contract.md

@@ -1,8 +1,18 @@
-# Strategy Plugin Runtime Contract
+# Legacy Strategy Plugin Runtime Contract (Historical Compatibility Reference)
 
 [简体中文](./strategy_plugin_runtime_contract.zh-CN.md)
 
-This document describes how platform runtimes consume sidecar strategy plugin
+> **Status: HISTORICAL / no authority effect.** This document preserves the
+> legacy `latest_signal.json` platform-mount format for replay and migration
+> troubleshooting only. The current control plane has retired automatic
+> name-based plugin mounts. Do not use this contract to add a platform mount,
+> alter positions, enable Paper/Live, or infer any P4–P6 eligibility. Current
+> V2 plugins only create constrained observation/notification evidence. A
+> runnable object must bind the strategy revision, plugin revision, inputs,
+> and portfolio rules into a distinct composite candidate that completes its
+> own P1–P3 and target-channel evidence.
+
+This document historically describes how platform runtimes consumed sidecar strategy plugin
 artifacts, such as a Crisis Response plugin produced by an upstream snapshot or
 research pipeline.
 
@@ -15,7 +25,7 @@ research pipeline.
 - Broker order placement remains in platform repositories.
 - Strategy formulas remain in strategy repositories.
 
-## Platform Mount Config
+## Historical Platform Mount Config (do not use for new deployments)
 
 Platform config should only decide which plugin artifacts are mounted for a
 strategy. It must not select the plugin mode. The mode lives inside the plugin

docs/strategy_plugin_runtime_contract.zh-CN.md

@@ -1,8 +1,10 @@
-# 策略插件运行时契约
+# 旧策略插件运行时契约（历史兼容参考）
 
 [English](./strategy_plugin_runtime_contract.md)
 
-本文档说明平台运行时如何消费侧车策略插件 artifact，例如上游 snapshot
+> **状态：HISTORICAL / 不具权限效力。** 本文档保留旧 `latest_signal.json` 平台挂载格式，供历史回放和迁移排障使用。当前主线已退役按策略名称自动挂载插件 artifact 的路径；不得据此新增平台挂载、修改仓位、启用 Paper/Live 或推导任何 P4–P6 资格。当前 V2 插件只可产生受限观察/通知证据，真正可运行的对象必须是绑定策略 revision、插件 revision、输入和仓位规则的独立 composite candidate，并重新完成自己的 P1–P3 与目标通道证据。
+
+本文档历史性地说明平台运行时如何消费侧车策略插件 artifact，例如上游 snapshot
 或研究 pipeline 生成的 crisis response、macro risk governor 或统一
 `market_regime_control` 信号。
 
@@ -13,7 +15,7 @@
 - 券商下单仍属于平台仓库。
 - 策略公式仍属于策略仓库。
 
-## 平台挂载配置
+## 历史平台挂载配置（不得用于新部署）
 
 平台配置只决定某个策略挂载哪些插件 artifact，不选择插件模式。插件模式写在
 artifact 内，并固定为通知/观察用途的 `shadow`。

schemas/strategy-lifecycle-matrix.v1.schema.json

@@ -19,8 +19,9 @@
       "type": "object",
       "required": ["status", "evidence_refs"],
       "properties": {
-        "status": {"enum": ["not_started", "in_progress", "verified", "parked", "deferred", "inconclusive"]},
+        "status": {"enum": ["not_started", "in_progress", "verified", "contract_ready", "synthetic_verified", "observed_incomplete", "observed_complete", "deployed_not_observed", "deployed_healthy", "parked", "deferred", "inconclusive"]},
         "evidence_refs": {"type": "array", "items": {"type": "string", "minLength": 1}},
+        "evidence_class": {"enum": ["not_applicable", "legacy_unclassified", "contract", "synthetic", "observed", "deployed"]},
         "digest": {"type": ["string", "null"]},
         "note": {"type": "string"}
       },