Cashflow shadow publication

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strategy_pipeline.cashflow_publication is the boundary between the strategy-app cashflow runner and its Feishu delivery adapter. It writes a research-only shadow publication. It does not send a Feishu message or grant production eligibility.

Accepted selection and readiness

The selection must use schema strategy_app.cashflow.selection.v1, identify strategy cashflow_quality_top50_v1, and match policy cashflow_quality_top50_v1.quarterly_fcf_cap10.v1. The policy is fixed at 50 targets, a 10% maximum weight, quarterly rebalancing, and source_close_to_next_open signal timing. The selection status must be passed, it must not be marked live-eligible, and its targets list must be non-empty.

In the standard mode, the cashflow_readiness.v1 receipt must identify the same strategy, set eligible_for_gray_push to true, use decision candidate_for_gray_push, have no failed gates, and include a verified evidence attestation with a 64-character lowercase SHA-256. production_eligible must be false.

The optional --allow-reconstructed-pit mode is a separate research-only path. It requires pit_quality: reconstructed in the selection and accepts a readiness receipt with decision continue_shadow, eligible_for_gray_push: false, and pit in failed_gates. All other selection constraints still apply. The resulting publication remains research-only and not live-eligible.

CLI and output

The root project registers cashflow-publish-shadow on the strategy-pipeline CLI:

strategy-pipeline cashflow-publish-shadow \
  --selection /path/to/selection.json \
  --readiness /path/to/readiness.json \
  --output-root /path/to/cashflow-publications

The optional provenance arguments are --producer-repository, --producer-commit, --platform-repository, and --platform-commit. If any is supplied, all four are required. The API option allow_reconstructed_pit maps to the explicit CLI flag --allow-reconstructed-pit.

Each publication is written beneath publications/<signal_date>_<hash-prefix>/ with targets.json and receipt.json. The targets file is an exact copy of the selection input. The receipt uses publication_tier: feishu_shadow, pins the selection and readiness files by SHA-256, and records research_only: true and eligible_for_live: false. A latest symlink points to the current publication.

Publication directories are immutable. Repeating the same publication returns the existing files if they still match; an incomplete or modified publication is rejected. These files support the shadow-delivery boundary only; the command does not upload data or send messages.