SWITCHBOARD 2026-04-21: fix _load_prompt_override (include YT narrative) + fallback_uniform collision bypass (unblocks selfhost-gemma3/dolphin3 stuck at 0 bets)

app.py

@@ -155,10 +155,18 @@ def _load_prompt_override(fleet: str = "nba") -> str:
                 continue
             with open(p) as fh:
                 ov = _json.load(fh)
-            rule = (ov.get(fleet) or {}).get("current_text") or ""
+            section = (ov.get(fleet) or {})
+            rule = section.get("current_text") or ""
+            narrative = section.get("market_narrative") or ""
+            mvc = section.get("manual_videos_count") or 0
+            v = section.get("current_version") or "?"
+            out = ""
             if rule:
-                v = (ov.get(fleet) or {}).get("current_version") or "?"
-                return f"\n=== PROMPT MUTATOR OVERRIDE ({v}) ===\n{rule}\n=== END OVERRIDE ===\n"
+                out += f"\n=== PROMPT MUTATOR OVERRIDE ({v}) ===\n{rule}\n=== END OVERRIDE ===\n"
+            if narrative:
+                out += f"\n=== YOUTUBE MARKET NARRATIVE ({mvc} tracked videos, 22 channels) ===\n{narrative}\n=== END NARRATIVE ===\n"
+            if out:
+                return out
         except Exception:
             continue
     return ""
@@ -2671,10 +2679,12 @@ def build_common_knowledge_block(day_date: str, state: Dict, agent_logs: Dict,
             else:
                 for a in allocs:
                     outcome = "W" if a["won"] else "L"
+                    _rat = (a.get('rationale') or '')[:60]
+                    _rat_sfx = f' [{_rat}]' if _rat else ''
                     lines.append(
                         f"  {name}: {a['game']} {a['category']} "
-                        f"${a.get('stake', 0):.1f} edge={a['edge']:.3f}→{outcome} "
-                        f"pnl={a.get('profit', 0):+.1f}")
+                        f"${a.get('stake', 0):.1f} edge={a.get('edge', 0):.3f}→{outcome} "
+                        f"pnl={a.get('profit', 0):+.1f}{_rat_sfx}")
                 if strat:
                     lines.append(f"    Strategy: \"{strat}\"")
 
@@ -3421,8 +3431,20 @@ def run_experiment(progress=gr.Progress(track_tqdm=False)):
                     # 2026-04-19 collision limiter: if >=COLLISION_MAX_AGENTS
                     # already picked this (game_idx, category) today, skip.
                     # Forces structural divergence at the allocation level.
+                    # 2026-04-21 exception: fallback_uniform allocations are NOT
+                    # agent-chosen (LLM outage → system-emitted top-3 ML edges).
+                    # Collision gate would wipe 14/17 agents' allocations when the
+                    # whole fleet hits the fallback on a small-game-day (2-4 games),
+                    # which is exactly what happened to selfhost-gemma3/dolphin3
+                    # (0 bets in 17 days). Bypass the gate for fallback allocs so
+                    # every agent still trades — groupthink concern doesn't apply
+                    # when the LLM wasn't the decision-maker.
                     coll_key = (alloc["game_idx"], cat)
-                    if day_collisions.get(coll_key, 0) >= COLLISION_MAX_AGENTS:
+                    _is_fallback_alloc = (
+                        parsed.get("fallback_used") is True
+                        or alloc.get("provider_status") == "fallback_uniform"
+                    )
+                    if (not _is_fallback_alloc) and day_collisions.get(coll_key, 0) >= COLLISION_MAX_AGENTS:
                         continue
                     # Tiered sizing: Kelly aggression × LLM pct, floor at bet_floor, cap at bet_cap.
                     sized_pct = (alloc["pct"] or 0.0) * KELLY_MULT