2026-09-01 21:13:00 -04:00
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# Open Questions — 业务参数与待决事项清单
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Consolidates every `TODO(业务)` scattered in docs 03/07/12/13 plus unresolved
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items from the peer review (brainstorming.md §16). **Coding agents: never invent
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values for items on this list** — wire named config with placeholder + an
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`// OPEN-QUESTION:` comment (see CLAUDE.md).
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## A. 湖北市场参数（owner: 运营/交易团队 · blocks M3 policy pack + 07 篇定稿）
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| # | Question | Config key (suggested) |
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| A1 | 日前申报窗口开启/截止时间；出清发布时间 | `market.da.window` |
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| A2 | 代理购电申报与虚拟电厂申报是否同一通道/分开建模 | `market.channels` |
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| A3 | 日内市场机制（是否开、频次、截止） | `market.intraday` |
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| A4 | 偏差考核规则：偏差带、考核价格机制（→ MILP 目标函数与风险口径） | `market.deviation` |
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| A5 | 中长期持仓对日前申报的约束形式（分解曲线偏差带） | `ledger.da_bounds` |
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M2: skill contracts, Python skill service, L2 eval harness with baseline
- packages/domain: ForecastRequest, BidOptimizationRequest/Result,
ReportRequest, SkillReport (+ golden and invalid fixtures, exported to
contracts/ and regenerated as pydantic models).
- skills-py/vpp_skills: FastAPI service with versioned registry; load/PV/
price forecasts (same-day-type EWM point forecast, conformal residual
quantiles — coverage test as acceptance gate); bid-optimization MILP on
HiGHS (binary block participation, hard ledger energy bounds, exact
Decimal fit of the rounded curve inside the bounds, revenue distribution
over quantile paths); report generator whose every figure is a
{tool_call_id, path} reference, with a verifier. 48 tests incl. hypothesis
property test that bids respect ledger constraints.
- packages/services: LedgerService.dayAheadBounds (the P7 cascade band
handed to the optimizer); Decimal resolved once for CJS/ESM interop.
- packages/evals: L2 metrics (MAPE, nRMSE, coverage, direction accuracy,
naive/hindsight revenue baselines), HTTP skill client, rolling-origin
harness that pushes each bid through the real ledger, CLI with
--check/--write-baseline; committed baseline on the SYNTHETIC dataset
(no historical Hubei data yet — baselines measure the harness, not KPI).
- CI: evals job boots the skill service and fails on baseline digest drift.
- docs/open-questions: A6 (flexibility marginal cost = offer floor); A4/B6
wired as placeholders. README/CLAUDE.md status → M2 done, M3 next.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UoYoGYzHkFyv3ALenkRPhA
2026-09-02 06:29:08 -04:00
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| A6 | 灵活性资源边际成本口径（用户补偿、设备损耗）——报价优化的报价下限；未定前按 0（价格接受者）申报 | `bidding.marginal_cost` |
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2026-09-01 21:13:00 -04:00
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## B. 包络与风控参数（owner: 运营团队 · blocks M4 envelopes + M5 breakers）
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| # | Question | Config key |
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| B1 | 申报包络：价格边界的基准（预测值?历史分位?）与初始容差 | `envelope.bid.*` |
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| B2 | 控制包络：分资源类型的单点削减上限与恢复速率 | `envelope.control.*` |
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| B3 | 包络审批层级 L1/L2/L3 对应岗位/会签流程 | `approval.levels` |
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| B4 | 包络挂起条件：连续 N 次偏差超阈的 N 与阈值 | `envelope.suspension` |
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| B5 | 单日亏损预算（L2 熔断阈值） | `breaker.daily_loss_budget` |
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| B6 | 承诺缓冲系数 k 初值 | `bidding.commitment_buffer` |
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| B7 | 极端日协议触发的气象条件 | `abnormal_day.triggers` |
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| B8 | 各级熔断（L0–L4）授权岗位与恢复条件 | `breaker.authority` |
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| B9 | 演习样本制度：频率与考核挂钩方式 | — (制度非配置) |
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M4: resource agent, envelopes live, review loop, insight cards
- packages/domain: AwardNotice, DISPATCH_PLAN proposal payload, ExecutionReport,
MeteringRecord, potential-assessment and dispatch-optimization contracts,
ReviewFinding (+ typed writebacks), SemanticMemoryEntry,
EnvelopeChangeRequest, InsightCard — exported with fixtures on both sides.
- skills-py: potential-assessment (certified × rolling fulfilment, evidence
days) and dispatch-optimization (per-interval LP on HiGHS, shortfall
reported) skills + routes + tests.
- packages/services: dispatch rules in the policy pack (over-allocation,
award anchor, lineage integrity for allocations); PowerBalanceSimulator;
SimulationGateway (permit-only, idempotent, seeded execute → ExecutionReports);
envelope deviation-streak suspension + apply(); ReviewService (attribution,
reliability EWMA writeback, semantic memory, envelope recommendations as
change requests); dispatch assembler; skill client methods.
- packages/runtime: resource agent; award-decomposition, review and
envelope-review workflows; lifecycle selects simulator/gateway by proposal
type; trigger hooks for awards, execution reports, metering; decide()
resumes either lifecycle or envelope-review runs; insight cards API.
- Tests: docs/07 D-1 16:00 and D+1 end to end; reliability score 0.9 → 0.880
and the next assessment de-rates capacity; envelope suspension on a seeded
3-day streak; WIDEN request applied only by a human. 184 TS + 80 Python.
- docs/open-questions: B10 (reliability/potential parameters). README and
CLAUDE.md status → M4 done, M5 next.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UoYoGYzHkFyv3ALenkRPhA
2026-09-02 19:31:12 -04:00
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| B10 | 可靠性评分与可调潜力辨识口径：评分更新权重（EWMA α）、证据窗口与饱和天数、包络放宽所需连续达标天数与放宽步长 | `review.reliability_alpha` / `potential.evidence_window` / `envelope.widen_*` |
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2026-09-01 21:13:00 -04:00
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## C. KPI 口径（owner: 运营 + 验收双方 · blocks M5 dashboard）
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| # | Question |
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| C1 | docs/12 §4 全表口径确认，尤其「综合市场收益提升 15%」的对照基线定义与冻结 |
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| C2 | 预测误差 8% 的统计层级（聚合级?分用户?）与光伏口径（nRMSE?） |
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## D. 外部依赖（owner: PMO/省间协同组 · blocks phase 2, start engagement in phase 1）
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| # | Question |
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| D1 | 光明电力大模型接口规格：协议、上下文、工具调用、部署位置、网络分区（ADR-0003 假设待证实） |
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| D2 | 交易平台程序化申报接口协议与联调排期 |
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| D3 | 调度/负荷管理、计量结算接口协议与排期 |
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| D4 | 省级↔聚合单元↔边缘现有协议与时延保证（peer review Q6） |
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| D5 | 首批转为政策包的湖北规则清单（peer review Q7） |
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## E. 治理决策（owner: 项目领导小组）
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| # | Question |
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| E1 | 一期验收形态确认：影子运行（推荐，见 ROADMAP M5）vs 受控实报（peer review Q3） |
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| E2 | 既有 3060 平台各实体的 source-of-truth 矩阵签认（docs/11 §2 表为草案） |
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| E3 | 边缘断连策略的「安全曲线」定义权与更新流程 |
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---
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*Process*: when an item is answered, move the value into config/docs, mark the
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row `✓ resolved <date> → <where recorded>`, and keep the row for audit.
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