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11 changes: 6 additions & 5 deletions docs/capital_envelope_target_scale_v1.zh-CN.md
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# 资金信封目标缩仓与 Attention 预算(2026-09-18)

> 状态:库侧本 PR;平台接线随后 pin 本 SHA
> 状态:库侧已合;三平台买侧数量缩仓已在 main;Attention 跃迁本批 pin `bd8d06e`

## 本 PR
## 已合 API

1. `apply_combined_scale_to_targets(targets, combined_scale)`
- `None`/非法 scale → **omit**(原样返回有限非负目标)
Expand All @@ -12,8 +12,9 @@
- 可被 `override` / `QSL_MANDATE_DD_BUDGET[_PROFILE]` 覆盖
3. `publish_attention_telegram_transition` — ACTION/HALT 跃迁才发 TG

## 平台接线(后续 PR)
## 平台消费

- admission 后:`allocation["targets"] = apply_combined_scale_to_targets(..., admission.combined_scale)`
- 禁买/CRITICAL:调用 `publish_attention_telegram_transition` + marker
- **买侧数量**:Schwab / IBKR / LB 在提交前 `apply_combined_scale(qty, admission.combined_scale)`(已 live)
- **勿**再对同一路径的目标权重叠缩,避免双重缩放
- **Attention**:周期 NEW_RISK 评估后 `maybe_publish_attention_for_admission`(进程内 marker 去重)
- 日损事实生产者:仍阻塞(见 DAILY_LOSS_FACT_PRODUCER_GAP)
14 changes: 5 additions & 9 deletions docs/operational_attention_v1.zh-CN.md
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# 可行动注意力门槛 V1(AttentionLevel)

> 状态:库侧纯函数 + drift Telegram 分发修复(本 PR);平台周期接线与 mandate 预算表另票
> 状态:库侧已合(#610/#612);三平台 NEW_RISK 周期已接 `publish_attention_telegram_transition`(pin `bd8d06e`)
> 范围:通知分级 / 人工恢复路由;不授权 live、不抬 RRL、不做 Kelly。

## 原则
Expand All @@ -13,8 +13,10 @@
## API

- `evaluate_attention(AttentionAxes | mapping) → AttentionDecision`
- `resolve_mandate_dd_budget(profile)` — SOXL/TQQQ 默认 `0.35`(非 10%)
- `attention_transition_key(...)` 去重键
- `render_attention_compact(locale=...)`(`zh-CN`→`zh`)
- `publish_attention_telegram_transition` — ACTION/HALT 跃迁才发 TG
- `build_drift_alert` / `publish_drift_alerts`:WATCH 不建页;Telegram 走真实 `send_telegram_message`;缺配置记 `skipped` 并打日志(不再吞异常)

## 分级
Expand All @@ -28,12 +30,6 @@

## 复利风控审计对照(同批)

生存层(拒单 / 禁新买 / Policy A / RRL)已能支撑「先活下来」的几何复利
连续最优仓位仍缺:日损事实生产者、`combined_scale` live 缩仓、`assess_with_evidence`。
生存层 + 买侧 `combined_scale` 缩仓已接线
仍缺:日损事实生产者、`assess_with_evidence` 全路径
**默认后置** Kelly / 抬 RRL;下一有界工程仅「日损事实→禁买」(材料齐时)。

## 后续(非本 PR)

- 平台在禁买/CRITICAL 首次跃迁时调用 publish + marker store
- 为 SOXL/TQQQ 配置 mandate_dd_budget(研究/mandate 口径,非 10%)
- 信封 `combined_scale`→目标缩仓另票
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