fix(factor): 终审 m6——monthly_batch manifest 缺路径守卫(存在才比对,缺则 stderr 告警跳过),缺口件 fail-soft 契约补全 [vps]

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>

sanguo_factor/monthly_batch.py

@@ -109,8 +109,13 @@ def main(argv: list[str] | None = None) -> int:
     if plan["skipped_unregistered"]:
         print(f"[monthly_batch] ⚠️ 剔除库中不可解析名(血统漂移,须对齐): "
               f"{plan['skipped_unregistered']}", file=sys.stderr)
-    gaps = dgc.check_gaps(dgc.collect_requirements(registry),
-                          dgc.load_manifest(args.manifest))
+    if os.path.exists(args.manifest):
+        gaps = dgc.check_gaps(dgc.collect_requirements(registry),
+                              dgc.load_manifest(args.manifest))
+    else:
+        gaps = {}
+        print(f"[monthly_batch] ⚠️ manifest 不存在,跳过缺口比对: {args.manifest}",
+              file=sys.stderr)
     if gaps:
         print(f"[monthly_batch] ⚠️ 数据缺口(决议 M,批照跑): "
               + "; ".join(f"{f}→{','.join(s)}" for f, s in sorted(gaps.items())),

tests/factor/test_monthly_batch.py

@@ -212,3 +212,29 @@ def test_main_reports_gaps_and_opens_issue(tmp_path, capsys, monkeypatch):
     err = capsys.readouterr().err
     assert "数据缺口" in err and "fa_probe" in err
     assert opened and "fa_probe" in opened[0]
+
+
+def test_main_missing_manifest_failsoft(tmp_path, capsys, monkeypatch):
+    # m6: --manifest 指向不存在路径 → stderr 告警+跳过缺口比对,批照跑 rc=0
+    import sanguo_factor.monthly_batch as mb
+
+    reg = tmp_path / "reg.yaml"
+    reg.write_text(
+        "factors:\n"
+        "  fa_probe:\n"
+        "    name: fa_probe\n    hypothesis: x\n    status: assessable\n"
+        "    versions:\n    - v: 1\n      commit: c0ffee\n"
+        "      params: {source: s_not_wired}\n", encoding="utf-8")
+
+    def fake_resolve(name):
+        return True
+    monkeypatch.setattr(mb, "resolve_with_yaml", lambda r: fake_resolve)
+    monkeypatch.setattr(mb, "run_batch_eval",
+                        lambda *a, **k: {"run_id": "r", "factors_total": 1,
+                                         "factors_done": 1})
+    rc = mb.main(["--registry", str(reg), "--as-of", "2026-10-04",
+                 "--eval-db", str(tmp_path / "e.db"),
+                 "--manifest", str(tmp_path / "nope.yaml"),
+                 "--report-dir", str(tmp_path)])
+    assert rc == 0
+    assert "manifest" in capsys.readouterr().err