agent_panel: alerts use the macro persona's verdict; all 4 takes still logged

agent_panel.verdict_source defaults to "macro": the macro take's stance is the
verdict, the synthesizer call is skipped (4 LLM calls per panel instead of 5);
"chair" restores the four-voice consensus + OPPOSE guard. Verdict source is
cached per mode and logged (panel_verdict_source). 406 tests.

Claude-Session: https://claude.ai/code/session_01FC4s6VCURFte4dub4xKxYL

test_all.py

@@ -6319,6 +6319,22 @@ def _():
             pass
 
 
+@test("app_config: agent_panel.verdict_source validated")
+def _():
+    assert load_app_config(_write_json(
+        {"agent_panel": {"verdict_source": "macro"}}
+    )).agent_panel_settings["verdict_source"] == "macro"
+    assert load_app_config(_write_json(
+        {"agent_panel": {"verdict_source": "chair"}}
+    )).agent_panel_settings["verdict_source"] == "chair"
+    try:
+        load_app_config(_write_json(
+            {"agent_panel": {"verdict_source": "technical"}}))
+        assert False, "should have raised"
+    except AppConfigError:
+        pass
+
+
 import agent_panel as ap
 from signal_aggregator import SignalReport, TradeSetup
 
@@ -6361,7 +6377,7 @@ _ALL_OK = {ap._MACRO_SYSTEM: _TAKE_OK, ap._TECH_SYSTEM: _TAKE_OK,
            ap._SYNTH_SYSTEM: _SYNTH_OK}
 _PANEL_ON = {"enabled": True, "telegram": True, "dashboard": False,
              "min_quality": "B", "max_panels_per_day": 20,
-             "reuse_ttl_seconds": 3600}
+             "reuse_ttl_seconds": 3600, "verdict_source": "chair"}
 
 
 def _panel_report(quality="A", signal=SignalStrength.BUY):
@@ -6490,7 +6506,8 @@ def _():
         for synth in (None, {"verdict": "MAYBE", "confidence": 50},
                       {"verdict": "AGREE", "confidence": "hot"}):
             lc._client = _PanelStub({**_ALL_OK, ap._SYNTH_SYSTEM: synth})
-            assert ap.run_panel(_panel_report()) is None, f"synth={synth}"
+            assert ap.run_panel(_panel_report(), verdict_source="chair") is None, \
+                f"synth={synth}"
     finally:
         lc._client = None
         ap.reset_panel_state()
@@ -6508,8 +6525,9 @@ def _():
         stub.replies[ap._MACRO_SYSTEM] = {
             **stub.replies[ap._MACRO_SYSTEM], "stance": "oppose"}
         lc._client = stub
-        v = ap.run_panel(_panel_report())
+        v = ap.run_panel(_panel_report(), verdict_source="chair")
         assert v.verdict == "OPPOSE" and v.confidence == 72.4
+        assert v.source == "chair"
         assert v.payload_hash.startswith("sha256:")
         assert len(v.rationale) == 240, "rationale truncated"
         assert [t.persona for t in v.takes] == \
@@ -6522,6 +6540,57 @@ def _():
         ap.reset_panel_state()
 
 
+@test("agent panel: macro-only mode uses the macro take as the verdict and skips the chair")
+def _():
+    try:
+        stub = _PanelStub(dict(_ALL_OK))
+        lc._client = stub
+        v = ap.run_panel(_panel_report())
+        assert v is not None
+        assert ap._SYNTH_SYSTEM not in [s for s, _ in stub.calls], \
+            "macro-only mode must not spend the synthesizer"
+        assert len(stub.calls) == 4
+        assert v.verdict == "AGREE", "macro take's stance is support"
+        assert v.confidence == _TAKE_OK["confidence"]
+        assert v.rationale == _TAKE_OK["note"]
+        assert v.source == "macro"
+        assert [t.persona for t in v.takes] == \
+            ["macro", "technical", "risk", "contrarian"]
+    finally:
+        lc._client = None
+        ap.reset_panel_state()
+
+    try:
+        stub2 = _PanelStub(dict(_ALL_OK))
+        stub2.replies[ap._MACRO_SYSTEM] = {**_TAKE_OK, "stance": "oppose"}
+        lc._client = stub2
+        v2 = ap.run_panel(_panel_report())
+        assert v2.verdict == "OPPOSE", \
+            "macro-only verdict follows macro even when others support"
+        assert ap._SYNTH_SYSTEM not in [s for s, _ in stub2.calls]
+    finally:
+        lc._client = None
+        ap.reset_panel_state()
+
+
+@test("agent panel: macro take missing falls back to the chair")
+def _():
+    try:
+        stub = _PanelStub(dict(_ALL_OK))
+        stub.replies[ap._MACRO_SYSTEM] = None   # _validate_take rejects it
+        lc._client = stub
+        v = ap.run_panel(_panel_report())
+        assert v is not None
+        assert ap._SYNTH_SYSTEM in [s for s, _ in stub.calls], \
+            "a missing macro take must fall back to the synthesizer"
+        assert v.source == "chair"
+        assert v.verdict == _SYNTH_OK["verdict"]
+        assert [t.persona for t in v.takes] == ["technical", "risk", "contrarian"]
+    finally:
+        lc._client = None
+        ap.reset_panel_state()
+
+
 @test("agent_panel: NEUTRAL signal → no panel even forced")
 def _():
     try:
@@ -6590,6 +6659,32 @@ def _():
         ap.reset_panel_state()
 
 
+@test("agent panel: attach_panel honours verdict_source and caches per source")
+def _():
+    try:
+        stub = _PanelStub(dict(_ALL_OK))
+        lc._client = stub
+        ap._dp = _NullDP()
+        report = _panel_report()
+        assert ap.attach_panel(report, {**_PANEL_ON, "verdict_source": "macro"},
+                               context=FundamentalContext()) is True
+        assert report.panel_verdict_source == "macro"
+        assert report.panel_cache_status == "MISS"
+        assert len(stub.calls) == 4
+
+        report2 = _panel_report()
+        assert ap.attach_panel(report2, {**_PANEL_ON, "verdict_source": "chair"},
+                               context=FundamentalContext()) is True
+        assert report2.panel_verdict_source == "chair"
+        assert report2.panel_cache_status == "MISS", \
+            "a chair-mode attach must not reuse a macro-mode cached verdict"
+        assert len(stub.calls) == 9
+    finally:
+        lc._client = None
+        ap._dp = None
+        ap.reset_panel_state()
+
+
 @test("agent_panel: daily budget exhausts and re-arms on UTC roll")
 def _():
     try:
@@ -6972,7 +7067,8 @@ def _():
     lc._client = stub
     try:
         ap.reset_panel_state_for_tests() if hasattr(ap, "reset_panel_state_for_tests") else None
-        verdict = ap.run_panel(_panel_report(), FundamentalContext())
+        verdict = ap.run_panel(_panel_report(), FundamentalContext(),
+                               verdict_source="chair")
         assert verdict is not None
         assert verdict.verdict == "NEUTRAL", verdict
         assert verdict.confidence <= 49.0
@@ -7190,13 +7286,15 @@ def _():
                         slog._dumps(report.panel_takes),
                         created_at=report.panel_created_at,
                         cache_status=report.panel_cache_status,
-                        payload_hash=report.panel_payload_hash)
+                        payload_hash=report.panel_payload_hash,
+                        verdict_source="macro")
         lg.close()
         conn = sqlite3.connect(path)
         row = conn.execute(
             "SELECT panel_verdict, panel_confidence, panel_rationale,"
             " panel_takes_json, panel_created_at, panel_cache_status,"
-            " panel_payload_hash, advisory_outcome_status"
+            " panel_payload_hash, advisory_outcome_status,"
+            " panel_verdict_source"
             " FROM signals WHERE id=?",
             (rowid,)).fetchone()
         conn.close()
@@ -7206,6 +7304,7 @@ def _():
         assert row[4] == report.panel_created_at and row[5] == "MISS"
         assert row[6] == report.panel_payload_hash
         assert row[7] == "PENDING"
+        assert row[8] == "macro"
     finally:
         slog.reset_loggers_for_tests()
         os.remove(path)