quant-engine · architecture                           
                                                                                                           
                          A C++20 backtest engine that grew a live trading daemon                          
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                     architecture walkthrough · v0.4.1                                     
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
         ██ What this is                                                                                   
                                                                                                           
         A C++20 quantitative trading system in one repository.                                            
                                                                                                           
            •  a zero-allocation backtest engine                                                           
            •  a .qe configuration language with its own evaluator                                         
            •  a live IBKR trading daemon, running a paper account                                         
            •  a terminal-style native dashboard — the only shipped binary                                 
                                                                                                           
                                                                                                           
                              C++      370 files        13,101 graph nodes                                 
                              Bash      23              46,292 edges                                       
                              Python     5              ~220,000 lines                                     
                              TypeScript 1              3,244 tests                                        
                                                                                                           
                                                                                                           
         The interesting part is not the size. It is what the code refuses to do, and how much of          
         that refusal is structural rather than advisory.                                                  
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ The one idea, up front                                                                         
                                                                                                           
         Six of the last twelve production defects had the same shape:                                     
                                                                                                           
         ▍ a health signal reading all-clear over a channel                                                
         ▍ it was not measuring                                                                            
                                                                                                           
         feed_healthy green through a session with zero bars. fill_integrity polled on the socket          
         that places no orders. unbacked_sells counted on an empty book. broker_connected as one           
         boolean over two sockets.                                                                         
                                                                                                           
         Three of them shipped as monitoring.                                                              
                                                                                                           
         That produced a rule, now in CLAUDE.md:                                                           
                                                                                                           
         ▍ A health signal ships with a test that drives it RED,                                           
         ▍ or it does not ship.                                                                            
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Map                                                                                            
                                                                                                           
         Offline                                         Live                                              
                                                                                                           
                                                                                                           
             .qe config                                      qe_daemon                                     
                 |                                               |                                         
              evaluator      <- cross-sectional              LiveEngine                                    
                 |              prepass                          |                                         
             MultiEngine     <- the hot loop                 OrderScheduler   <- staged slices             
                 |                                               |                                         
             Portfolio                                       [ safety stack ]                              
                 |                                               |                                         
             metrics / IC / walk-forward                     IbkrOrderRouter                               
                 |                                               |                                         
             results.json + report.html                       TWS  (2 sockets)                             
                                                                                                           
                                                                                                           
                                                                                                           
         The dashboard attaches to the daemon read-only, over the network.                                 
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Part I — The engine                                                                            
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                             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         ▓▓▓ Data layout: struct-of-arrays, enforced                                                       
                                                                                                           
                                                                                                           
                         // CORRECT                                                                        
                         struct BarSeries {                                                                
                             std::vector<int64_t> timestamps;   // ns since epoch                          
                             std::vector<double>  open, high, low, close, volume;                          
                         };                                                                                
                                                                                                           
                         // WRONG — CLAUDE.md prints this under                                            
                         //         "do not introduce this"                                                
                         struct Bar { int64_t ts; double o,h,l,c,v; };                                     
                         std::vector<Bar> bars;                                                            
                                                                                                           
                                                                                                           
         Three reasons, not one: column scans hit cache linearly; the loop auto-vectorizes on              
         AVX2/NEON; and indicators take one column, not a stride.                                          
                                                                                                           
         Multi-symbol is symbol-major vector<BarSeries>, indexed by size_t. unordered_map<symbol,          
         BarSeries> is rejected by name — "hash lookup per bar per symbol is forbidden in the hot          
         loop."                                                                                            
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Dispatch: CRTP, and one place virtuals are allowed                                            
                                                                                                           
                                                                                                           
                    template <typename Derived>                                                            
                    class IStrategy {                                                                      
                        void on_bar(std::size_t i, const BarView& b, Portfolio& pf) {                      
                            static_cast<Derived*>(this)->on_bar_impl(i, b, pf);                            
                        }                                                                                  
                    };                                                                                     
                                                                                                           
                                                                                                           
         No vtable per bar; the call fully inlines.                                                        
                                                                                                           
         Virtuals are permitted in exactly one file — factory.hpp, the JSON/.qe config boundary,           
         which says so in capitals:                                                                        
                                                                                                           
         ▍ VIRTUAL FUNCTIONS ARE ALLOWED HERE — and only here                                              
                                                                                                           
         BarView is a by-value 48-byte copy, not pointers into the columns: pointers would tie the         
         view's lifetime to the series and force pointer-chasing across 5+ allocations per field           
         access.                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ The loop: look-ahead is unrepresentable                                                       
                                                                                                           
         The engine is one templated for. Its statement order is the safety property:                      
                                                                                                           
                                                                                                           
                    bar i-1   strategy sees bar i-1                                                        
                              submit_buy() -> sets pending_qty. Nothing executes.                          
                                                        |                                                  
                                                        | intent crosses the boundary                      
                                                        v                                                  
                    bar i     (1) fill pending_qty at bar i's OPEN                                         
                              (2) mark_to_market at bar i's CLOSE                                          
                              (3) NOW call strategy.on_bar(i, ...)                                         
                                                        |                                                  
                                                        | can only submit into i+1                         
                                                        v                                                  
                    bar i+1                                                                                
                                                                                                           
                                                                                                           
         Look-ahead is not prevented by a check that could be bypassed.                                    
                                                                                                           
         Bar i+1 has not been constructed when the strategy runs. There is no object to peek at.           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Zero allocations, and the test that proves it                                                 
                                                                                                           
         Inside Engine::run(): no new, no push_back without reserve, no std::string, no map                
         lookups, no exceptions.                                                                           
                                                                                                           
         Verified by a counting allocator, not by inspection — tests/alloc_counter.{hpp,cpp} + 15          
         tests.                                                                                            
                                                                                                           
         target                │ measured │ margin                                                         
         ──────────────────────┼──────────┼───────                                                         
         10y daily < 10 ms     │ 0.022 ms │ 454x                                                           
         1y minute < 100 ms    │ 0.916 ms │ 109x                                                           
         10k-cell sweep < 30 s │ 0.554 s  │ 54x                                                            
         CSV > 500 MB/s        │ 514 MB/s │ pass                                                           
                                                                                                           
         Sweeps parallelize at the configuration level — never inside a run. Each cell gets its            
         own Portfolio, Engine and buffers.                                                                
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Part II — The .qe language                                                                     
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                             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         ▓▓▓ One AST, two languages                                                                        
                                                                                                           
                                                                                                           
                         backtest(...) sweep(...) walk_forward(...) -> qe_run                              
                         research(...)                              -> qe_factor                           
                                                                                                           
                                                                                                           
         One lexer and one AST serve two layers:                                                           
                                                                                                           
                   │ config layer  │ signal layer                                                          
         ──────────┼───────────────┼─────────────                                                          
         when      │ once, at load │ every bar                                                             
         yields    │ typed QeValue │ a double                                                              
         builtins  │ 26            │ 25                                                                    
         allocates │ freely        │ never                                                                 
                                                                                                           
         The signal expression is sliced out of the same tree and re-bound to numeric ids with             
         pre-allocated state slots. A let fast = 10 inlines into the signal tree as a constant,            
         for free.                                                                                         
                                                                                                           
         Cost, stated honestly: BM_Dsl_MaCross 0.166 ms against BM_Hardcoded_MaCross 0.022 ms on           
         the same 2,500 bars. The DSL is 7.5x the hand-written strategy — and still 60x under the          
         target.                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ The rule that looks like a bug                                                                
                                                                                                           
         and / or do not short-circuit. Both branches always run.                                          
                                                                                                           
         Because every stateful indicator must be fed exactly once per bar. If a surrounding and           
         skipped its right operand on a bar where the left was false, that sma would miss a sample         
         and desync from the price series — permanently, and silently.                                     
                                                                                                           
         Same reason, same file: every call argument is evaluated even when unused, window                 
         literals walked with (void)eval_node(...).                                                        
                                                                                                           
         ▍ an arg that is sometimes walked and sometimes not                                               
         ▍ is how a stateful indicator desyncs                                                             
                                                                                                           
         Correctness for a streaming evaluator is not the same property as correctness for an              
         expression evaluator. The obvious optimization is the bug.                                        
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Seven primitives, one window                                                                  
                                                                                                           
         Across a universe on one bar, seven cross-sectional primitives must address the same              
         block of scored symbols:                                                                          
                                                                                                           
                                                                                                           
                       [ -- non-finite -- | ------ SCORED ------ | -- non-finite -- ]                      
                                          ^                      ^                                         
                                     xs_finite_lo_[s]     + xs_finite_n_[s]                                
                                                                                                           
                                                                                                           
         Computed once per site, by the prepass. It used to be recounted inside fill_xs_norm and           
         nowhere else — "which is precisely why is_top, a selection-only site that never calls             
         this function, was left comparing against a different window."                                    
                                                                                                           
         The consequence: one site answering two different questions about the same member.                
         rank(x) == n-1 and is_top(x, 1) named different symbols on the same bar; an infinity              
         carried a percentile while its z-score was NaN.                                                   
                                                                                                           
         "Unusable" means !isfinite, not isnan — an infinity is not a ranking, but it passed an            
         isnan guard and got selected as the single best name in the universe.                             
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Where the complexity actually lives                                                           
                                                                                                           
         Cyclomatic complexity across the whole repository:                                                
                                                                                                           
                                                                                                           
                           call_builtin      src/dsl/config_eval.cpp        513                            
                           eval              src/dsl/config_eval.cpp        104                            
                           process_input     apps/dashboard/vim_editor.cpp   76                            
                           tick              src/live/order_scheduler.cpp    59                            
                           clone_for_signal  src/dsl/config_eval.cpp         49                            
                                                                                                           
                                                                                                           
         One function is 5x the next. That is the DSL builtin dispatch — a switch, not logic, and          
         the shape you want complexity to take: wide and flat, in one place, rather than smeared           
         thin across the codebase.                                                                         
                                                                                                           
         Compare the hot path: BM_XsPrepass_30sym_IsTop10 runs in 1.62 µs.                                 
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Parity                                                                                         
                                                                                                           
         the spine — what makes the backtest worth anything                                                
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                             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         ▓▓▓ A gate is worthless if the two disagree                                                       
                                                                                                           
         ▍ The backtest is what gates a strategy;                                                          
         ▍ the daemon is what trades it.                                                                   
                                                                                                           
         docs/safety-and-limitations.md carries a 13-row parity matrix, and says every row was             
         read from source on the current build, not from the docs.                                         
                                                                                                           
         The row that makes the rest possible:                                                             
                                                                                                           
         dimension         │ backtest                │ live             │ ?                                
         ──────────────────┼─────────────────────────┼──────────────────┼────                              
         factor evaluator  │ qe::dsl::Evaluator      │ same class + AST │ YES                              
         xs rank algorithm │ cross_sectional_prepass │ same function    │ YES                              
                                                                                                           
         ▍ on_bar is evaluated by the SAME qe::dsl::Evaluator the                                          
         ▍ backtest engine uses. Live mode is just "feed the same Evaluator                                
         ▍ with bars as they arrive instead of a pre-known series."                                        
                                                                                                           
         Not "ported to". Not "kept in sync with". The same code.                                          
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ And the rows that do not agree                                                                
                                                                                                           
         dimension           │ backtest │ live         │ ?                                                 
         ────────────────────┼──────────┼──────────────┼───                                                
         whole_shares = true │ ignored  │ applied      │ NO                                                
         compound = true     │ applied  │ no live path │ NO                                                
                                                                                                           
         whole_shares floors each live order to an integer share count. The backtest does not              
         model it. grep whole_shares across include/qe/backtest, include/qe/strategy and                   
         src/backtest returns nothing — it exists only in src/live/live_engine.cpp.                        
                                                                                                           
         Measured consequence: ~14% of capital left idle by integer rounding.                              
                                                                                                           
         And it was invisible to the gate because the gate is the backtest.                                
                                                                                                           
         That is why the daemon has a startup gate that refuses to run (exit 4) when live cannot           
         reproduce backtest sizing:                                                                        
                                                                                                           
         ▍ Never degrade quietly. A silent sizing divergence cost the 2026-06                              
         ▍ paper deployment six weeks — it submitted orders, looked alive in                               
         ▍ every log, and bought one share per leg.                                                        
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Part III — The live path                                                                       
                                                                                                           
         the centre of gravity                                                                             
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                             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         ▓▓▓ Every layer exists because a green light lied                                                 
                                                                                                           
         Two TCP sockets to the same gateway — market data on client_id, orders and positions on           
         client_id + 1.                                                                                    
                                                                                                           
         Not style: IB Gateway forbids two connections sharing a client id, and it interleaves             
         frames across open sockets, so an idle peer's handshake can be delayed indefinitely.              
                                                                                                           
                                                                                                           
                          intent                                                                           
                            |                                                                              
                          ReconcileGatedRouter   <- outermost, can only REFUSE                             
                            |                                                                              
                          PreTradeRisk           <- exposure caps, 3 pause sources                         
                            |                                                                              
                          SafeBroker             <- per-order limits, kill switch                          
                            |                                                                              
                          IbkrOrderRouter        <- 10 s ack deadline                                      
                            |                                                                              
                          TWS                                                                              
                                                                                                           
                                                                                                           
         Each layer answers a different question against a different book.                                 
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ The reconcile gate — five rules, each load-bearing                                            
                                                                                                           
         On 2026-07-31 the daemon booked ten fills at 09:30:31–33. Its own reconcilers                     
         contradicted every one within ninety seconds, all reading broker=0.                               
                                                                                                           
         It kept trading against a book that did not exist. Next morning: account flat, no working         
         orders, equity unchanged.                                                                         
                                                                                                           
         ▍ A detector whose only output is a log line                                                      
         ▍ is a detector nobody acts on.                                                                   
                                                                                                           
            1. Additional gate — can only turn Accepted into a refusal                                     
            2. Nothing is auto-adopted — it never writes the broker's number                               
            3. Cleared by one thing: an operator ack naming a decision                                     
            4. Watermarked per (kind, symbol) — no persisted "ignore forever"                              
            5. Starts HELD — fail-closed; a skipped evaluation costs a daemon that will not trade,         
               never one that trades unreconciled                                                          
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ The cost, stated rather than buried                                                           
                                                                                                           
         The gate's own header has a section with that title:                                              
                                                                                                           
         ▍ A block gates the strategy's exits as well as its entries.                                      
         ▍ There is no way to gate one and not the other honestly: an exit is                              
         ▍ sized against a position the block exists because we cannot describe.                           
         ▍                                                                                                 
         ▍ A daemon holding real positions under a block is                                                
         ▍ not managing them.                                                                              
                                                                                                           
         And what deliberately does not block:                                                             
                                                                                                           
            •  an inconclusive reconcile — "we could not see the venue" is not evidence of drift,          
               and blocking on it would hand IB Gateway's nightly restart a veto over the next             
               session                                                                                     
            •  cancels, ever — they only reduce exposure                                                   
                                                                                                           
         A safety document that only lists strengths is marketing.                                         
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ A breaker that could not trip                                                                 
                                                                                                           
         The daily-loss breaker used to measure the account:                                               
                                                                                                           
                                                                                                           
                            account net liquidation    ~$1,000,000   (paper)                               
                            threshold                      $15,000                                         
                            max possible strategy loss      ~$8,333   <- gross                             
                                                                                                           
                                                                                                           
         The strategy could lose everything it had and never move the number being watched. The            
         breaker was mathematically incapable of tripping.                                                 
                                                                                                           
         Now both layers measure the strategy's own book against the strategy's own anchor. The            
         strategy's book and the account are different objects — the account also holds shares             
         placed by hand, declared via qe_daemon baseline adopt.                                            
                                                                                                           
         Raising a cap is not a fix for a scope error.                                                     
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Selected constants                                                                            
                                                                                                           
                                                                                                           
                    order ack deadline            10 s                                                     
                    snapshot queries              15 s                                                     
                    disconnect watchdog           1 Hz; soft-pause at 3, kill at 30                        
                    feed silence limit            600 s  (~10x worst observed gap)                         
                    fill reconciler               60 s poll, 2 passes to confirm                           
                                                  1e-6 share tolerance                                     
                    equity poller                 30 s  (~780 polls/session)                               
                    journal rotation              64 MiB (~267 KB / 3 weeks observed)                      
                    TWS PLACE_ORDER               pinned to v151, static_assert                            
                                                                                                           
                                                                                                           
         One submit was observed blocking for 177 s on 2026-06-16. Ten legs x 30 s = exactly the           
         300 s window the scheduler tolerates.                                                             
                                                                                                           
         Numbers here are sized against observed worst cases, not guesses.                                 
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Two failures that logged nothing                                                              
                                                                                                           
         The warmup constant. The daemon asked IBKR for "60 D", "1 day" — about 41 bars — for              
         every symbol, a literal unchanged since it was written.                                           
                                                                                                           
         ▍ A config needing more did not fail; it started, logged nothing                                  
         ▍ unusual, and traded on NaN factor values.                                                       
                                                                                                           
         And NaN sorts last in the cross-sectional prepass — so a long-only is_top quietly picked          
         whichever handful of symbols happened to be warm. Now sized from the config, and it               
         refuses to start if short.                                                                        
                                                                                                           
         The one-way kill switch. It trips after ~30 s of disconnect, is deliberately one-way, and         
         the daemon does not exit — it stays alive, permanently paused.                                    
                                                                                                           
         ▍ Process supervision (launchd KeepAlive, systemd Restart=)                                       
         ▍ does NOT help, because nothing died.                                                            
                                                                                                           
         2026-06-19: disconnect kill at 19:58 ET. The daemon sat paused for two and a half weeks.          
                                                                                                           
         The supervisor that clears it is fenced four ways: paper accounts only, kill_reason ==            
         ibkr_disconnect exactly, venue reachable before restart, and at most N restarts per               
         rolling 24 h.                                                                                     
                                                                                                           
         Auto-clearing a safety control is allowed to exist — but it has to argue for itself.              
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Part IV — Analytics                                                                            
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                             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         ▓▓▓ Measured, or absent — never zero                                                              
                                                                                                           
         ▍ Every number this layer publishes is either measured                                            
         ▍ or spelled as absent. Never as zero.                                                            
                                                                                                           
            •  win_rate serializes as null, not 0.0, when round trips do not pair across a                 
               multi-symbol book                                                                           
            •  provenance.not_computed names what was skipped and why                                      
            •  an optimizer refuses a metric it cannot rank rather than scoring the cell zero — a          
               measured cell always outranks an unmeasured one                                             
            •  positions_checked distinguishes "the books agree" from "the books were never                
               compared"                                                                                   
                                                                                                           
         The principle, stated once and applied everywhere:                                                
                                                                                                           
         ▍ An absent expectation is not an expectation of zero.                                            
                                                                                                           
         Rendering silence as 0 turned every position the account legitimately held into a drift           
         row.                                                                                              
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Part V — The dashboard                                                                         
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                             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         ▓▓▓ Read-only, enforced by the daemon                                                             
                                                                                                           
         An 8-screen immediate-mode GUI: GLFW + Dear ImGui + ImPlot. Live quotes, candlesticks, a          
         live view of any external results.json, an mtime-watched positions file — and a vim-style         
         editor inside it.                                                                                 
                                                                                                           
         The architectural decision is not the GUI. It is this:                                            
                                                                                                           
         ▍ The dashboard attaches to a remote daemon read-only, and the                                    
         ▍ read-only property is enforced by ReadOnlyControlHandler                                        
         ▍ in the daemon — not by dashboard convention.                                                    
                                                                                                           
         A client cannot become trusted by lying about what it is.                                         
                                                                                                           
         qe_dashboard is also split so the test suite does not link the GUI half — the deployment          
         host has no graphics stack. That split is load-bearing: the headless nix shell                    
         deliberately omits X11, which is what makes a regression in it visible.                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Part VI — Discipline                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                             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         ▓▓▓ There is no CI. Deliberately.                                                                 
                                                                                                           
         So every gate that would live in a pipeline was pushed somewhere a human actually meets           
         it:                                                                                               
                                                                                                           
            •  a preset description that argues with you (dist explains why -march=native cannot           
               ship: it encodes the build machine's CPU, so a release cut on an M4 SIGILLs on              
               every M1)                                                                                   
            •  a publish script that gates the bundle: every Mach-O must link only /usr/lib and            
               /System, be arm64, and carry the exact minos the download page advertises                   
            •  a weekly open-check with a real exit-code vocabulary: 4 no daemon · 6 no target             
               configured · 7 target unreachable                                                           
            •  a docs pin in requirements-docs.txt, because a bare mkdocs is whatever the machine          
               happens to provide                                                                          
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Three ways a "red test" proves nothing                                                        
                                                                                                           
         All three have shipped here.                                                                      
                                                                                                           
         1. The red is a build failure. ctest then runs a stale binary and reports PASS. Confirm           
         the removed-fix build exits 0.                                                                    
                                                                                                           
         2. The red comes from breaking the test, not removing the fix. That proves only that the          
         test can fail.                                                                                    
                                                                                                           
         3. The red is a unit test of a component that was never broken. OrderLog was constructed,         
         passed to BrokerSession::wrap, stored, and read back as truth — while nothing between             
         them ever called append(). A 0-byte file for the whole deployment.                                
                                                                                                           
         Tests attaching the log directly to SafeBroker stayed green with the production wiring            
         deleted. Only a composition-level test caught it.                                                 
                                                                                                           
         ▍ Delete the production line you think fixes the bug,                                             
         ▍ then see which test notices.                                                                    
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ Benchmarks are claims about machine state                                                     
                                                                                                           
         Every file in benchmarks/results/ carries the load average it was taken under, and says           
         what was running.                                                                                 
                                                                                                           
         BM_QeSweep read +21% at v0.4.1 and was not recorded as a regression:                              
                                                                                                           
            •  the three untouched control benches moved +2 to +6% the same way — the machine, not         
               the code                                                                                    
            •  0.554 s sits inside the baseline binary's own spread (0.457 / 0.478 / 0.614 / 0.715         
               across four runs)                                                                           
            •  re-measured at load 4.2 it returned 0.71–0.76 s; at load 2.6, 0.554 s                       
                                                                                                           
         ▍ A snapshot taken under load and filed without that note                                         
         ▍ is worse than no snapshot — it becomes the baseline someone                                     
         ▍ else measures a phantom regression against.                                                     
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ▓▓▓ The project documents its own violations                                                      
                                                                                                           
         CLAUDE.md says: one EPIC per branch, operator approves, operator merges. EPICS/README.md          
         then says, under a heading that begins "a workflow deviation, on the record":                     
                                                                                                           
         ▍ 84, 85, 86, 87 and 88 were completed directly on main.                                          
         ▍ No epic/NN-... branch, no pre-merge review gate.                                                
         ▍                                                                                                 
         ▍ The acceptance is real and each file records what it rests on.                                  
         ▍ The merge discipline was not followed. Both facts belong here.                                  
                                                                                                           
         Likewise EPIC-83's 15 residuals, re-verified against main on 2026-07-30: none is closed.          
         Each is tagged fail-closed or fail-open, R1 still blocks redeploy, and two acceptance             
         lines are recorded as having shipped without evidence.                                            
                                                                                                           
         A repository that only records its successes is a repository whose records you cannot             
         use.                                                                                              
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ What to take away                                                                              
                                                                                                           
         1. Make invariants structural, not advisory. Look-ahead bias is impossible because bar            
         i+1 does not exist yet — not because a comment asks you not to peek.                              
                                                                                                           
         2. "I cannot tell" must never render as "all clear". Six defects in one family. Absence           
         of a measurement and absence of a finding are different sentences.                                
                                                                                                           
         3. State the cost of your own safety mechanism. The reconcile gate documents that it              
         blocks exits too, and that a daemon under a block is not managing its positions.                  
                                                                                                           
         4. A test is only real if you have watched it fail — against the removed fix, at the seam         
         where the defect lives.                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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         ██ Questions                                                                                      
                                                                                                           
                                                                                                           
                             repo      ~220k lines · 3,244 tests · no CI                                   
                             binary    QE Dashboard.app  (arm64, not notarized)                            
                             daemon    IBKR paper, one strategy, 30 symbols                                
                             docs      mkdocs -> GitHub Pages                                              
                                                                                                           
                                                                                                           
         CLAUDE.md is the conventions document. benchmarks/README.md is the measurement protocol.          
         EPICS/ is the work history.                                                                       
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                           
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