feat(engine): 現金流 ingestion 地基 — engine 吃得到現金 + 存 state (refs #171)#174
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…帳戶級地基 (refs #171) load() 只留 BUY/SELL 給行為分析;帳戶級現金餘額要每一筆現金增減(Amount 欄: 買=負、賣/存/息=正、費=負,已含手續費淨額)。新增兩個純函式: - load_cash_flows:讀全 Amount≠0 列 + kind 分類(trade/deposit/withdrawal/dividend/ interest/fee/other),去重骨架同 load()(跨檔重疊同一筆只算一次) - cash_position:錨點優先(對付 is_complete=False 的不完整 CSV,錨點+其後現金流), 無錨點 csv_sum 標 reliable=False(漏 deposit 就偏,交給 honesty_ledger 揭露); cash_weight=現金/(持倉市值+現金),分母≤0→None 降級;recent_net_deposit=本期外部 淨流入(deposit−withdrawal)給「這筆新入金該不該部署」判讀 純函式先落地並測透,接線 build_state/build_card_data/honesty_ledger 留後續 commit。 test_engine_units.py +6(52 綠):讀全列+kind、跨檔去重、錨點 vs csv_sum、weight 分母 降級、入金 prev_end 過濾。run_all 十套全綠。 refs #171 Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
main 讀 TR_CASH 現金餘額錨點(JSON {as_of,amount,currency})+ load_cash_flows + 算持倉
市值 → cash_position,結果進 build_state 頂層 cash 欄位(對帳記憶,非上卡)。混幣時現金流按
fx 換聚合幣別(USD)對齊持倉視圖。
順帶修 cash_position 負現金 weight:無錨點的負現金(買入為主、入金未記全 = csv_sum 假設
破裂)weight 曾算出 -1.41 垃圾值 → 改降級 None;有錨點的負現金 = 真融資(margin)weight
負有意義照報。探測 noisy_broker state 時抓到,單元測試原只覆蓋 denom≤0、沒覆蓋此 case。
契約同步:STATE_KEYS +cash;test_tr_json_contract 加 state.cash 形狀 + 無錨點降級斷言。
test_engine_units +1(unanchored 負現金 weight=None)。run_all 十套全綠。
呈現層(honesty_ledger 揭露 + build_card_data 上卡 + render + SKILL/card-spec 入金判讀)
留後續 commit——需跑全 mock persona 卡面核對,適合乾淨 session。
refs #171
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This was referenced Jul 12, 2026
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#174 地基層讓 engine 吃得到現金(load_cash_flows/cash_position/state.cash), 但只進對帳記憶、還沒對用戶「可見可用」。這個 PR 接呈現層(#174 body 的「還沒做」清單): - build_card_data 加 `cash` 欄(TR_JSON 上卡):Claude 讀 balance/weight/reliable/recent_net_deposit 寫進敘事 - build_honesty_ledger 加 `cash_reliability` key:只在「有可誤導的 weight 但不可信」(reliable=False + weight 非 None)觸發; weight=None(算不出、不上卡)不空吠。判定進 engine、文案留 Claude(照 #82 機制,Step 3 gate 無需新增 prose) - render() Rich 文字卡總覽段:reliable 才報「帳戶現金 $X(佔帳戶 Y%)」+ 本期淨入金;無錨點盲算不上卡 - SKILL Step 0 收現金餘額錨點 UX(TR_CASH JSON,讓 cash_weight 通電)+ Step 1 card.cash 欄位說明 - card-spec 現金與入金判讀段:reliable 講帳戶權重 + 「這筆入金加深還是解集中度」;無錨點誠實邀請補餘額 - EVALS B17 + 契約測試(TR_JSON cash key / HL cash_reliability)+ 單元測試(三情境觸發矩陣) 驗證:run_all 十套全綠;全 13 mock persona 產卡核對 cash 欄位 + cash_reliability 觸發一致(零 INCONSISTENT); 錨點路徑 render 顯示「帳戶現金 $19,284(佔帳戶 37%)」;入金判讀端到端(TR_PREV_END 過濾本期存款)。 呈現層需視覺核對,交棒乾淨 session 完成(#174 交棒理由)。 Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
atomchung
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#174 地基層讓 engine 吃得到現金(load_cash_flows/cash_position/state.cash), 但只進對帳記憶、還沒對用戶「可見可用」。這個 PR 接呈現層(#174 body 的「還沒做」清單): - build_card_data 加 `cash` 欄(TR_JSON 上卡):Claude 讀 balance/weight/reliable/recent_net_deposit 寫進敘事 - build_honesty_ledger 加 `cash_reliability` key:只在「有可誤導的 weight 但不可信」(reliable=False + weight 非 None)觸發; weight=None(算不出、不上卡)不空吠。判定進 engine、文案留 Claude(照 #82 機制,Step 3 gate 無需新增 prose) - render() Rich 文字卡總覽段:reliable 才報「帳戶現金 $X(佔帳戶 Y%)」+ 本期淨入金;無錨點盲算不上卡 - SKILL Step 0 收現金餘額錨點 UX(TR_CASH JSON,讓 cash_weight 通電)+ Step 1 card.cash 欄位說明 - card-spec 現金與入金判讀段:reliable 講帳戶權重 + 「這筆入金加深還是解集中度」;無錨點誠實邀請補餘額 - EVALS B17 + 契約測試(TR_JSON cash key / HL cash_reliability)+ 單元測試(三情境觸發矩陣) 驗證:run_all 十套全綠;全 13 mock persona 產卡核對 cash 欄位 + cash_reliability 觸發一致(零 INCONSISTENT); 錨點路徑 render 顯示「帳戶現金 $19,284(佔帳戶 37%)」;入金判讀端到端(TR_PREV_END 過濾本期存款)。 呈現層需視覺核對,交棒乾淨 session 完成(#174 交棒理由)。 Co-authored-by: test <test@test.com> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
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這個 PR 做什麼
fomo-kernel 之前完全吃不到帳戶現金——cash_weight 算不出、入金部署判讀沒有（owner 痛點）。
這個 PR 是現金 ingestion 的地基層：讓 engine 認得現金、算對、存進對帳記憶，測試鎖定。
呈現層（上卡 + SKILL UX）另開 PR，見下。
Scope（地基，非呈現）
load_cash_flows：讀 CSV 每一筆現金增減（買賣 + 存提息費股利，靠 Amount 欄），去重骨架同load()cash_position：is_complete=False的不完整 CSV：錨點餘額 + 其後現金流）csv_sum標reliable=False（假設開戶現金 0，漏一筆 deposit 就偏，交給 honesty 揭露）cash_weight = 現金 /（持倉市值 + 現金）；recent_net_deposit= 本期外部淨流入（入金判讀）main（讀TR_CASH現金餘額錨點 + 混幣按 fx 換聚合幣別）+ 存進build_state頂層cash欄位（對帳記憶）STATE_KEYS+cash+state.cash形狀/降級斷言證據（
sample_noisy_broker.csv實跑）$19,2840.29true-$27,411null（降級）false無錨點的負現金（買入為主、入金未記全 = csv_sum 假設破裂）weight 曾算出
-1.41垃圾值 →已修成降級
None；有錨點的負現金 = 真融資（margin debit）weight 負有意義，照報。測試
run_all十套全綠test_engine_units+7（讀全 Amount 列 + kind、跨檔去重、錨點 vs csv_sum、weight 分母降級、入金 prev_end 過濾）test_tr_json_contract：state.cash形狀 + 無錨點降級契約還沒做（呈現層，另開 session/PR）
honesty_ledger揭露無錨點不可信 +build_card_data上卡 +render顯示 +SKILL Step 0 收現金餘額錨點的互動 UX（讓功能真正通電的關鍵）+ card-spec 入金判讀講法 +
全 13 個 mock persona 卡面核對。呈現層需視覺核對，交棒乾淨 session 保品質。
refs #171
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