feat: add kill-switch control flow

trex_core/application/portfolio.py

@@ -216,6 +216,45 @@ class InMemoryPauseStore:
             self._paused.discard(portfolio_id)
 
 
+# ---------------------------------------------------------------- kill-switch
+# Day-scoped exclusion overlay (REQ-044/046 / BAT-012). Distinct from pause:
+# keyed by (portfolio_id, trading_date) so it auto-clears next trading day.
+GLOBAL_KILLSWITCH = "*"  # sentinel: whole-universe exclusion for the day
+
+
+class KillSwitchStore(Protocol):
+    """Day-scoped kill-switch exclusion overlay (REQ-044)."""
+
+    def list_excluded(self, trading_date) -> set[str]:
+        ...
+
+    def exclude(self, portfolio_id: str, trading_date, *, actor: str = "kill-switch") -> None:
+        ...
+
+    def clear(self, portfolio_id: str, trading_date) -> None:
+        ...
+
+
+class InMemoryKillSwitchStore:
+    """Process-local day-scoped kill-switch store for tests + CI."""
+
+    def __init__(self) -> None:
+        self._lock = threading.Lock()
+        self._excluded: set[tuple[str, object]] = set()  # (portfolio_id, trading_date)
+
+    def list_excluded(self, trading_date) -> set[str]:
+        with self._lock:
+            return {pid for pid, d in self._excluded if d == trading_date}
+
+    def exclude(self, portfolio_id: str, trading_date, *, actor: str = "kill-switch") -> None:
+        with self._lock:
+            self._excluded.add((portfolio_id, trading_date))
+
+    def clear(self, portfolio_id: str, trading_date) -> None:
+        with self._lock:
+            self._excluded.discard((portfolio_id, trading_date))
+
+
 # ---------------------------------------------------------------- selection
 
 @dataclass(frozen=True)
@@ -274,11 +313,14 @@ def build_snapshot_envelope(
     view: View = View.ALL,
     strategy_key: Optional[str] = None,
     trading_date=None,
+    killswitch_store: "Optional[KillSwitchStore]" = None,
 ) -> SnapshotEnvelope:
-    """Compose base(view) − mask(pending·warning·pause) − strategy_key (REQ-029).
+    """Compose base(view) − mask(pending·warning·pause·killswitch) − strategy_key.
 
     `slot_repo` is the SlotRepository used to read holding/pending state.
     `trading_date` defaults to UTC today (matches the daemon's preallocate).
+    `killswitch_store` (REQ-046) adds the day-scoped kill-switch exclusion to
+    the mask: a `GLOBAL_KILLSWITCH` ("*") entry masks the whole universe.
     """
     # Read core authoritative slot state once.
     day = trading_date or datetime.now(tz=timezone.utc).date()
@@ -298,6 +340,9 @@ def build_snapshot_envelope(
     assets = store.list_assets()
     paused = pause_store.list_paused()
     warned = {a.item.portfolio_id for a in assets if a.warning}
+    # REQ-046: day-scoped kill-switch exclusion. '*' sentinel = whole universe.
+    excluded = killswitch_store.list_excluded(day) if killswitch_store is not None else set()
+    killswitch_global = GLOBAL_KILLSWITCH in excluded
 
     # Build the base set (view).
     by_pid = {a.item.portfolio_id: a for a in assets}
@@ -316,13 +361,13 @@ def build_snapshot_envelope(
         base_pids = list({a.item.portfolio_id for a in assets} | holding_pids)
         base_pids.sort()
 
-    # Apply masks: pending OR warning OR pause.
-    masked = pending_pids | warned | paused
+    # Apply masks: pending OR warning OR pause OR kill-switch day-exclusion.
+    masked = pending_pids | warned | paused | excluded
 
     # Filter and shape.
     out: list[dict] = []
     for pid in base_pids:
-        if pid in masked:
+        if killswitch_global or pid in masked:
             continue
         if pid in by_pid:
             item = by_pid[pid].item