fix: tighten planner task routing

scripts/build_monthly_optimization_plan.py

@@ -11,6 +11,85 @@
 RISK_ORDER = {"low": 0, "medium": 1, "high": 2}
 SCHEMA_VERSION = "2026-04-02"
 REPO_ORDER = ["CryptoLeaderRotation", "CryptoStrategies", "BinancePlatform"]
+MANUAL_REVIEW_PREFIXES = (
+    "check ",
+    "review ",
+    "audit ",
+    "reconcile ",
+    "assess ",
+    "confirm ",
+    "determine ",
+    "verify ",
+)
+
+
+def _combined_action_text(action: dict[str, Any]) -> str:
+    return f"{action.get('title', '')} {action.get('summary', '')}".lower()
+
+
+def _resolve_owner_repo(source_review: dict[str, Any], action: dict[str, Any]) -> str:
+    text = _combined_action_text(action)
+
+    if any(
+        marker in text
+        for marker in (
+            "monthly report",
+            "cash-flow",
+            "cash flow",
+            "withdrawal",
+            "deposit",
+            "realized pnl",
+            "unrealized pnl",
+            "open positions",
+            "no-trade",
+            "gating",
+            "free usdt",
+            "dca",
+            "rotation",
+        )
+    ):
+        return "BinancePlatform"
+
+    if any(
+        marker in text
+        for marker in (
+            "shadow build",
+            "challenger",
+            "tie-break",
+            "tie break",
+            "equal scores",
+            "boundary",
+            "near-cutoff",
+            "near-cutoff",
+            "selection threshold",
+        )
+    ):
+        return "CryptoLeaderRotation"
+
+    return action["owner_repo"]
+
+
+def _resolve_auto_pr_safe(source_review: dict[str, Any], action: dict[str, Any]) -> bool:
+    title = str(action.get("title", "")).strip().lower()
+    summary = str(action.get("summary", "")).strip().lower()
+    if not bool(action.get("auto_pr_safe")):
+        return False
+
+    if title.startswith(MANUAL_REVIEW_PREFIXES):
+        return False
+    if any(
+        phrase in summary
+        for phrase in (
+            "assess whether",
+            "confirm whether",
+            "determine whether",
+            "verify minimum order size",
+            "review logs",
+            "pull binance transaction history",
+        )
+    ):
+        return False
+    return True
 
 
 def highest_risk(actions: list[dict[str, Any]]) -> str:
@@ -31,16 +110,18 @@ def sort_actions(actions: list[dict[str, Any]]) -> list[dict[str, Any]]:
 
 
 def normalize_action(source_review: dict[str, Any], action: dict[str, Any]) -> dict[str, Any]:
+    owner_repo = _resolve_owner_repo(source_review, action)
+    auto_pr_safe = _resolve_auto_pr_safe(source_review, action)
     return {
         "source_repo": source_review["source_repo"],
         "source_issue_number": source_review["source_issue"]["number"],
         "source_issue_title": source_review["source_issue"]["title"],
         "source_issue_url": source_review["source_issue"]["url"],
         "source_review_kind": source_review["review_kind"],
-        "owner_repo": action["owner_repo"],
+        "owner_repo": owner_repo,
         "title": action["title"],
         "risk_level": action["risk_level"],
-        "auto_pr_safe": bool(action.get("auto_pr_safe")),
+        "auto_pr_safe": auto_pr_safe,
         "experiment_only": bool(action.get("experiment_only")),
         "summary": action["summary"],
     }

scripts/prepare_auto_optimization_pr.py

@@ -68,18 +68,22 @@ def _is_completed_low_risk_task(action: dict[str, Any], repo_root: Path) -> bool
     repo_name = repo_root.name
 
     if repo_name == "CryptoLeaderRotation":
-        if "shadow/challenger build generation" in title:
+        if "shadow/challenger build generation" in title or "shadow build" in title:
             workflow = _read_text(repo_root / ".github" / "workflows" / "monthly_publish.yml")
             return "run_monthly_shadow_build.py" in workflow
-        if "deterministic tie-break behavior" in title:
+        if "tie-break" in title or "tie break" in title:
             readme = _read_text(repo_root / "README.md")
             runbook = _read_text(repo_root / "docs" / "operator_runbook.md")
             return (
                 "Monthly ranking tie-break rule for `core_major` live exports:" in readme
                 and "deterministic tie-break" in runbook
             )
 
-    if repo_name == "BinancePlatform" and "zero-trade diagnostics" in title:
+    if repo_name == "BinancePlatform" and (
+        "zero-trade diagnostics" in title
+        or "diagnostic reporting for no-trade months" in title
+        or "no-trade months" in title
+    ):
         monthly_report = _read_text(repo_root / "scripts" / "run_monthly_report_bundle.py")
         return (
             "No explicit gating or no-trade reasons were recorded this month." in monthly_report

tests/test_build_monthly_optimization_plan.py

@@ -52,6 +52,54 @@ def test_build_plan_groups_actions_by_owner_repo(self) -> None:
         self.assertEqual(len(plan["safe_auto_pr_candidates"]), 2)
         self.assertEqual(len(plan["experiment_candidates"]), 1)
 
+    def test_build_plan_reassigns_reporting_tasks_and_downgrades_manual_checks(self) -> None:
+        upstream_review = {
+            "source_repo": "QuantStrategyLab/CryptoLeaderRotation",
+            "review_kind": "upstream_selector",
+            "source_issue": {"number": 11, "title": "Monthly Report Review: 2026-04-01", "url": "https://github.com/a/b/issues/11"},
+            "risk_level": "low",
+            "production_recommendation": "keep_production_as_is",
+            "summary": "Upstream is stable.",
+            "recommended_actions": [],
+        }
+        downstream_review = {
+            "source_repo": "QuantStrategyLab/BinancePlatform",
+            "review_kind": "execution_runtime",
+            "source_issue": {"number": 9, "title": "Monthly Execution Review: 2026-03", "url": "https://github.com/a/b/issues/9"},
+            "risk_level": "medium",
+            "production_recommendation": "needs_attention",
+            "summary": "Execution needs follow-up.",
+            "recommended_actions": [
+                {
+                    "owner_repo": "CryptoStrategies",
+                    "title": "Add monthly report cash-flow attribution",
+                    "risk_level": "low",
+                    "auto_pr_safe": True,
+                    "experiment_only": False,
+                    "summary": "Extend the monthly report to show deposits, withdrawals, realized PnL, and unrealized PnL separately.",
+                },
+                {
+                    "owner_repo": "BinancePlatform",
+                    "title": "Check DCA and rotation eligibility gates against current free USDT",
+                    "risk_level": "low",
+                    "auto_pr_safe": True,
+                    "experiment_only": False,
+                    "summary": "Verify minimum order size, reserve floor, and available balance thresholds.",
+                },
+            ],
+        }
+
+        plan = build_plan(upstream_review, downstream_review)
+
+        bp_actions = plan["repo_action_summary"]["BinancePlatform"]["actions"]
+        self.assertEqual([action["title"] for action in bp_actions], [
+            "Check DCA and rotation eligibility gates against current free USDT",
+            "Add monthly report cash-flow attribution",
+        ])
+        self.assertEqual(bp_actions[0]["auto_pr_safe"], False)
+        self.assertEqual(bp_actions[1]["auto_pr_safe"], True)
+        self.assertEqual(len(plan["safe_auto_pr_candidates"]), 1)
+
     def test_render_summary_markdown_mentions_source_reviews_and_repos(self) -> None:
         plan = {
             "highest_review_risk": "medium",

tests/test_prepare_auto_optimization_pr.py

@@ -21,8 +21,8 @@ def setUp(self) -> None:
 - [ ] `low` Restore monthly shadow/challenger build generation before review [auto-pr-safe]
   - Summary: Ensure `official_baseline` and `challenger_topk_60` are produced each month.
   - Source: [QuantStrategyLab/CryptoLeaderRotation #11](https://github.com/QuantStrategyLab/CryptoLeaderRotation/issues/11)
-- [ ] `low` Document deterministic tie-break behavior for equal-score boundary cases [auto-pr-safe]
-  - Summary: Add explicit documentation or report wording describing how equal scores are ordered and selected.
+- [ ] `low` Document and verify tie-breaking for equal scores [auto-pr-safe]
+  - Summary: Confirm the secondary sort used for equal scores is deterministic, stable, and documented.
   - Source: [QuantStrategyLab/CryptoLeaderRotation #11](https://github.com/QuantStrategyLab/CryptoLeaderRotation/issues/11)
 - [ ] `low` Add a boundary tracker [auto-pr-safe, experiment-only]
   - Summary: Track near-cutoff symbols monthly.
@@ -49,7 +49,7 @@ def test_build_payload_skips_completed_clr_tasks_and_excludes_experiments(self)
             [action["title"] for action in payload["skipped_actions"]],
             [
                 "Restore monthly shadow/challenger build generation before review",
-                "Document deterministic tie-break behavior for equal-score boundary cases",
+                "Document and verify tie-breaking for equal scores",
             ],
         )