linroger · Sep 30, 2026 · Sep 30, 2026 · Sep 30, 2026 · Sep 30, 2026 · Sep 30, 2026
diff --git a/.env.example b/.env.example
diff --git a/.github/workflows/ci.yml b/.github/workflows/ci.yml
@@ -7,6 +7,11 @@ on:
     branches: [main]
   pull_request:
 
+# INFRA-12: a newer push to the same ref supersedes the run in flight.
+concurrency:
+  group: ci-${{ github.workflow }}-${{ github.ref }}
+  cancel-in-progress: true
+
 jobs:
   lint-and-drift:
     name: Lint + env-drift gate
@@ -21,21 +26,27 @@ jobs:
         run: python3 backend/scripts/check_env_drift.py --strict
 
   unit:
-    name: Offline unit/golden tests
+    name: Offline backend test suite (TZ=${{ matrix.tz || 'UTC' }})
     runs-on: ubuntu-latest
+    # INFRA-12: run the suite twice, in UTC and in a negative-offset zone where the
+    # local date lags the UTC date, so naive local-time date logic shows up in CI.
+    strategy:
+      fail-fast: false
+      matrix:
+        tz: ['', 'America/New_York']
+    env:
+      TZ: ${{ matrix.tz }}
     steps:
       - uses: actions/checkout@v4
       - name: Install uv
         uses: astral-sh/setup-uv@v5
       - name: Set up Python 3.12
         run: uv python install 3.12
-      # Install only the light deps the offline tests need (pytest + python-dotenv);
-      # the full sim/graph stack is not required for the pure-function golden tests.
-      - name: Run telemetry/security/atomic/dates golden tests
-        run: |
-          uv venv --python 3.12
-          uv pip install pytest python-dotenv
-          cd backend && uv run pytest -q
+      # `uv run` syncs backend/.venv from backend/uv.lock (dev group included) before
+      # running; the markers, --strict-markers and the default `-m 'not integration'`
+      # come from [tool.pytest.ini_options] in backend/pyproject.toml.
+      - name: Run full offline backend suite (uv run syncs backend/.venv, then pytest)
+        run: cd backend && uv run pytest -q
 
   byte-compile:
     name: Byte-compile (syntax) all backend

diff --git a/.gitignore b/.gitignore
@@ -66,6 +66,9 @@ logs/
 
 # 本地临时产物（截图/PDF 抓取等）
 /tmp/
+# utils/atomic.py 原子写的同目录临时文件（进程被 SIGKILL 时可能残留）；.env 的临时副本
+# 含 API 密钥，绝不能被 `git add .` 提交
+.tmp-*
 
 # 上传文件（运行时数据：研究档案/模拟/报告）
 backend/uploads/

diff --git a/DRF_ARCHITECTURE.md b/DRF_ARCHITECTURE.md
diff --git a/LICENSES/Apache-2.0.txt b/LICENSES/Apache-2.0.txt
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diff --git a/NOTICE b/NOTICE
@@ -0,0 +1,54 @@
+DeepResearchForecast
+Third-party notices
+
+This repository is licensed under the GNU Affero General Public License v3.0
+(see LICENSE). It includes portions of third-party code under the licences
+named below.
+
+------------------------------------------------------------------------------
+TradingAgents (Tauric Research)
+https://github.com/TauricResearch/TradingAgents
+Licensed under the Apache License, Version 2.0; a copy of the licence is in
+LICENSES/Apache-2.0.txt (also at http://www.apache.org/licenses/LICENSE-2.0).
+
+Adapted and modified from TradingAgents 0.5.1:
+
+  deerflow_bridge/data_tools.py
+    Portions adapted from tradingagents/dataflows/vendors/fred.py: the curated
+    FRED alias table with a descriptive phrase rejected before any API call,
+    and both realtime bounds of every FRED request pinned to the earlier of
+    the as-of date and the vendor's own date in America/Chicago. DRF modified
+    the alias set, the id validation, the date handling (dates compared as
+    date objects), the error classification, caching, rendering and
+    secrecy rules.
+    Portions adapted from tradingagents/dataflows/vendors/sec_edgar.py: the
+    as-filed reading of SEC EDGAR XBRL company facts (only facts filed on or
+    before the as-of date; tags tried in priority order, the first to report
+    a period owns it and values are never summed across tags; quarter and
+    fiscal-year span gates; a fiscal-year period must be reported by an
+    annual-report form while the latest filing of any form supplies its
+    value, so amendments and recasts count from their own filing date; no
+    fourth quarter derived) and its statement tag lists. DRF modified the date
+    handling (dates parsed and compared as date objects), the per-period
+    units, the accession tie-break, the fail-closed post-condition, the line
+    set, the identity rules, the error classification, caching, rendering
+    and provenance.
+
+  backend/tests/test_data_tools_edgar.py
+    Fixtures modelled on tests/test_sec_edgar.py: the Apple restatement,
+    filing-date, quarter/year-to-date, tag-fallback, twelve-month-total,
+    quarter-end-balance, recast and capital-expenditure cases.
+
+Files marked "Idea credit: TradingAgents (Apache-2.0)" reimplement an idea in
+DRF's own code; no TradingAgents code is copied into them.
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the Apache License, Version 2.0 is distributed on an "AS IS"
+BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
+implied. See the License for the specific language governing permissions and
+limitations under the License.
+
+------------------------------------------------------------------------------
+FinanceHarness and StockAgent
+
+Ideas only: no code from either project is copied into this repository.
diff --git a/README.md b/README.md
@@ -1094,7 +1094,7 @@ flowchart LR
 
 ## Trust and quality guarantees
 
-The pipeline is built so that a finished run means something. Most of the weight rests on four mechanisms.
+The pipeline is built so that a finished run means something. Most of the weight rests on the mechanisms below.
 
 ### 1. The actor-realism chain
 
@@ -1187,6 +1187,32 @@ With `REPORT_PUBLISH_GATE=true` (the default), *epistemic* problems also block p
 - **Citations.** `[S#]` markers are positional into `sources.json`; an agent can cite only sources it was shown, and research lint never deletes, invents or truncates a marker.
 - **Honest degradation.** Template plans, deterministic fallback sections, cut replies and failed extractions are listed in `research_quality.degradation`, and a run with no model output or no sourced evidence exits with a resumable failure instead of publishing.
 
+### 6. Time, settlement and evaluation integrity
+
+These guarantees come from the finharness transplant program. Its research record is in [docs/research/2026-09-29-finharness-essence.md](docs/research/2026-09-29-finharness-essence.md), and [DRF_ARCHITECTURE.md §20](DRF_ARCHITECTURE.md#20-finharness-transplants-branch-featfinharness-transplants) shows where each mechanism lives.
+
+- **Hindcasts see only the past.** A run with an `as_of` date is admitted only when `HINDCAST_ENABLED=true` and the v3 research engine is used.
+  - The run pins its hindcast policy, so forks inherit it and never re-capture it.
+  - Live prediction-market odds are switched off for the research child.
+  - A point-in-time gate decides which sources are admissible. Inadmissible sources stay uncitable, and the verdict is reported in `forecast.json['hindcast']`.
+  - FRED/ALFRED series and SEC EDGAR facts are read as of the pinned date.
+- **Probabilities are parsed, never guessed.** An unreadable probability becomes `needs_review`; it is never coerced to 0 or to a uniform split. When a probability changes, the stale numbers in the narrative are refreshed deterministically.
+- **Markets are dated.** A market past its end date never anchors a forecast or seeds a simulation prior. Every anchor records the time of the price it used.
+- **Published figures are checked.** Research verification labels reach the report as a labelled verified-figures block. A shadow check compares the published figures with the verified rows and writes `figure_provenance.json`.
+- **The ledger records what was published.** A forecast is committed to the ledger only after publication, sealed and idempotently. Settlement is deterministic, and a manual settlement can be superseded or retracted, never edited in place.
+- **Evaluation is measured, not assumed.** Every run writes a per-stage scorecard and a cost card with a config fingerprint (on by default; `scripts/stage_scorecard.py` and `scripts/cost_card.py` backfill older runs). The other evaluation tools run offline:
+  - a golden set with small-sample statistics;
+  - contamination probes (off until `GOLDEN_PROBE_ENABLED=true` or `--live`);
+  - a market-relative skill scorer in the resolution monitor;
+  - a label-free value-add study that compares each block against an A/A noise floor (off until `VALUE_ADD_EVAL_ENABLED=true` or `--live`).
+- **The configuration is audited.** With `CONFIG_STRICT_VALIDATION=true`, a pipeline run is refused while the environment holds a value `Config` would misread or reject:
+  - a non-canonical boolean (most knobs still read `X=1` as false);
+  - an unparseable or out-of-range number;
+  - an unknown enum value;
+  - a contradictory pair of knobs.
+
+  The server still starts and prints these issues as warnings.
+
 ---
 
 ## Requirements