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Session Summary — S47 (session_id=50)

Key Outcome

FLAG-037 CONFIRMED CLOSED. CANCELLED_BY_ENGINE guard worked correctly throughout. No phantom fill cycle. This is the primary result of this session.


Session Metrics

Field Value
Session ID 50
Elapsed 191.67s
Requested 7200s
Ticks 33
Halt reason degraded_episode_limit_halt
Fills 1 (buy=1, sell=0)
Toxic fills 0 / 1 (0.0%)
VW realized spread 2.27 bps
XRP start price 1.4329
XRP end price 1.4310 (−0.129%)
Ending XRP 72.189
Ending RLUSD 93.963
Ending value (RLUSD) ~197.27
Capital change +0.28 RLUSD (flat)
XRP share 52.37%

FLAG-037 Confirmation

CANCELLED_BY_ENGINE guard fired correctly for both cancelled orders (offer_sequence 103476194 and 103476195):

  • RECONCILER_SKIP_ENGINE_CANCEL log token confirmed on every subsequent tick
  • Truth check: delta_xrp=3.97e-05, delta_rlusd=0.0 → status: ok
  • Engine exited DEGRADED cleanly on truth-ok: "Exiting DEGRADED mode — truth check returned ok, resuming quoting"
  • No inventory_truth_halt
  • No phantom fill cycle

FLAG-037 is CLOSED. The two-layer implementation (C1-C7) is confirmed correct.


Halt Analysis

Halt: degraded_episode_limit_halt — FLAG-044 episode cap (3 degraded episodes per source per session).

Episodes in this session: 1. Drift guard — condition C (no opposing fill after 16 ticks post-buy fill at 06:02:08). DEGRADED entered, cancel_all fired, truth check ok, DEGRADED exited. 2. Anchor saturation — mean=−7.11 bps, 64% prevalence over 25 ticks. DEGRADED re-entered (FLAG-044 cooldown for drift armed, 120 ticks). 3. Third episode triggered episode limit → degraded_episode_limit_halt.

This is correct FLAG-044 behavior. No fault.


Anchor Regime

Metric Value
Mean −5.62 bps
Median −5.17 bps
Range [−10.0, +1.7]
Bias Negative
|err|>5bps 50%

Regime remains hostile (negative bias, 50% >5bps — at the boundary of the saturation guard threshold). However, CLOB-AMM divergence improved during this session (1-3 bps at times — the most favorable conditions since S42). The anchor bias shift from positive (S43-S45) to negative (S46-S47) is a structural change worth watching.


Momentum Filter

  • Buy suppressions: 3
  • Sell suppressions: 1

Actions Required Before S48

  1. Realignment dry-run (expected near-zero delta — FLAG-037 fix prevents phantom fills, only real inventory change is the 1 buy fill of 2 RLUSD):

    python tools/realign_inventory_to_onchain.py --config config/config_live_stage1.yaml --db neo_live_stage1.db --dry-run
    
    If delta is negligible (< 0.1 XRP / < 0.1 RLUSD), proceed without --confirm.

  2. No code changes required before S48. All active guards are working correctly.


Open Items (not blocking S48)

  • FLAG-040 (WAC correction) — now unblocked post-FLAG-037. Low urgency, display-only. Queue for next Orion pass.
  • FLAG-045 (CANCELLED_BY_ENGINE accumulation in reconcile set) — low urgency. Monitor in longer sessions.
  • FLAG-038 (apply_fill zero-qty silent drop) — open, low urgency.

Phase 7.4 Precondition Status

S47 does NOT count toward the 2 clean session precondition (halt ≠ duration_elapsed). Session count: 0 / 2 clean sessions.

Anchor regime and CLOB-AMM conditions are the key variable for next session. If CLOB-AMM stays in the 1-3 bps range observed during S47, the engine will have more quoting time before guards fire.


— Vesper (COO), BlueFly AI Enterprises