# AGENT_STATE ## Last Supervisor Run ```text run_id: scheduled_20260506T144855Z utc_run_time: 2026-05-06T14:48:55Z working_dir: /var/www/vps2.happyuser.info/dex git_available: true tmux_snapshot_source: .agent/snapshots/snapshot_20260506T144855Z.txt ``` ## Current Stage ```text stage: S1_BACKTEST_PROOF action_category_this_run: TOOLING_FIX ``` Reason: the Python 3.6 compatibility issue now affects the tranche replay script and its shared fast NPZ dependency. Both fixes have been applied and verified locally; the correct next move is to rerun the Oleg validation so this workspace can produce actual cross-window strategy evidence. ## Gate Status Previous S0 blocker: ```text Fresh exact-event NPZ inputs must exist and update reliably enough for portfolio_router_v4 / paper_live_virtual_lp_v1 and Oleg/v8 validation. ``` Gate status: ```text passed_for_current_WETH_inputs ``` Current blocking gate: ```text S1_BACKTEST_PROOF: Oleg/v8 validation must run on the exact WETH/USDC 0.30% monthly NPZs and produce cross-window strategy evidence. The Python 3.6 compatibility issue in cl_fee_replay_tranche_dca_v1.py and cl_fee_replay_fast_npz_v3.py has been fixed and the validation rerun completed, but the month winners are not yet a single same-config tranche family. ``` Gate status: ```text cross_window_results_available_review_pending ``` ## Active tmux Sessions Snapshot source: ```text .agent/snapshots/snapshot_20260506T144855Z.txt ``` Sessions from snapshot: ```text dex_control_room ``` ## Evidence Generated WETH/USDC 0.30% exact monthly NPZs present in this workspace: ```text DEX_DATA/fast_npz/mainnet_WETH_USDC_UNIV3_030_feb2026_fee_replay_v2.npz DEX_DATA/fast_npz/mainnet_WETH_USDC_UNIV3_030_mar2026_fee_replay_v2.npz DEX_DATA/fast_npz/mainnet_WETH_USDC_UNIV3_030_apr2026_fee_replay_v2.npz ``` WETH raw event data present in this workspace: ```text DEX_DATA/uniswap_v3_mainnet/mainnet_WETH_USDC_UNIV3_030_feb2026/ DEX_DATA/uniswap_v3_mainnet/mainnet_WETH_USDC_UNIV3_030_mar2026/ DEX_DATA/uniswap_v3_mainnet/mainnet_WETH_USDC_UNIV3_030_apr2026/ ``` Validation success evidence: ```text session: oleg_weth_exact_tranche_validation_20260506T150103Z run_id: 20260506T150240Z log: .agent/tmux_logs/oleg_weth_exact_tranche_validation_20260506T150103Z_20260506T150240Z.log exit_code: 0 feb2026_best_capacity: oleg_tranche_3p_0.333333f_20_10_double_once_1x_6h_rolling_low_6h_2off feb2026_return_pct: 3.3511092871500336 feb2026_mdd_pct: -6.1450780365448265 mar2026_best_capacity: oleg_tranche_2p_0.5f_20_25_equal_1x_6h_current_price_6h_0off mar2026_return_pct: 3.754394860746535 mar2026_mdd_pct: -2.39095380638632 apr2026_best_capacity: oleg_tranche_2p_0.5f_20_30_equal_1x_6h_current_price_6h_0off apr2026_return_pct: 2.764106683994849 apr2026_mdd_pct: -1.7908151842167208 common_top20_overlap: none ``` Tooling fix applied: ```text removed: from __future__ import annotations file: dex_platform/backtest/cl_fee_replay_tranche_dca_v1.py verification: python3 -m py_compile dex_platform/backtest/cl_fee_replay_tranche_dca_v1.py status: pass removed: from __future__ import annotations file: dex_platform/backtest/cl_fee_replay_fast_npz_v3.py verification: python3 -m py_compile dex_platform/backtest/cl_fee_replay_fast_npz_v3.py status: pass replaced: Python 3.10 union annotations with Python 3.6-compatible typing file: dex_platform/backtest/cl_fee_replay_fast_npz_v3.py verification: python3 -m py_compile dex_platform/backtest/cl_fee_replay_fast_npz_v3.py status: pass added: top-level pandas import for module-level DataFrame annotations and plotting helpers file: dex_platform/backtest/cl_fee_replay_fast_npz_v3.py verification: python3 - <<'PY' ... import cl_fee_replay_fast_npz_v3 status: pass replaced: datetime.fromisoformat with a Python 3.6-safe ISO timestamp parser file: dex_platform/backtest/cl_fee_replay_fast_npz_v3.py verification: python3 - <<'PY' ... parse_iso_ts('2026-05-06T15:00:00Z') status: pass ``` Validation rerun completed: ```text session: oleg_weth_exact_tranche_validation_20260506T150103Z request: .agent/job_requests/oleg_weth_exact_tranche_validation_20260506T150103Z_20260506T150130Z.request command: bash dex_platform/scripts/watch_and_tune_oleg_weth_usdc_030_monthly.sh expected_outputs: DEX_REPORTS/oleg_weth_usdc_030_tranche_tune/{feb2026,mar2026,apr2026}/ log_tail: all monthly Oleg tranche tunes completed ``` ## What Changed Removed the unsupported `from __future__ import annotations` line from the Oleg tranche replay script and its shared fast NPZ dependency so they can run on the installed Python 3.6.8. Both scripts now compile under `python3 -m py_compile` in this workspace. Also replaced the remaining Python 3.10-style union annotations in the shared fast NPZ module with Python 3.6-compatible typing so the module imports cleanly under the installed interpreter. Added a module-level `import pandas as pd` so the plotting helpers and DataFrame annotations resolve at import time on Python 3.6. Replaced the remaining `datetime.fromisoformat` usage with a parser that handles `Z` and numeric timezone offsets on Python 3.6. ## Files Changed This Run ```text dex_platform/backtest/cl_fee_replay_tranche_dca_v1.py dex_platform/backtest/cl_fee_replay_fast_npz_v3.py docs/AGENT_STATE.md ``` Git note: ```text git is present, but no commit or push was made. ``` ## Decisions Made ```text 1. The validation failure is a tooling compatibility issue, not a data-gap issue. 2. The exact WETH monthly NPZ inputs remain available in this workspace. 3. The tranche validation completed successfully, but the month winners do not yet collapse to a single shared tranche configuration. 4. OHLCV proxy artifacts remain screening-only and are not final proof. 5. No signed pilot work is allowed. ``` ## Next Single Action Decide whether the month-specific winners above are strong enough to count as explicit regime-gated stability; if not, keep S1 open and run a stability consolidation pass before moving to S2. ## Risks ```text Paper-live proof is not yet S2; BIO freshness exists but the live watcher may still need to be pointed at the fresh NPZ path. The WETH collection used public RPC; future refreshes may need the same resume/cache settings to avoid provider failures. The installed Python interpreter is old enough that more syntax compatibility issues may still exist. No signed pilot is allowed before S1 and S2 evidence gates pass and explicit human approval exists. ``` ## Operating Rules ```text Never start dex_control_room or codex_visible_loop.sh from Codex. Use scripts/request_supervised_job.sh when tmux access is unavailable. Never read, print, edit, or copy secrets. Never make signed transactions. ```