{ "schema_version": "data_health_v1", "trade_date": "20260602", "generated_at": "2026-06-02T22:03:10", "overall": "yellow", "windows_collect": { "sync_manifest": { "schema_version": "sector_wave_mac_import_windows_drop_v1", "trade_date": "20260602", "status": "ok", "created_at": "2026-06-02T19:22:05", "project_root": "/Users/tonyyu/sector_wave_agent", "drop_dir": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602", "transfer_manifest": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/transfer_manifest_20260602.json", "imported_count": 8, "error_count": 0, "imported": [ { "relative_path": "evidence/concept_sector_universe_probe_20260602.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/evidence/concept_sector_universe_probe_20260602.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/concept_sector_universe_probe_20260602.json", "sha256": "2d85c099df677a193025a239da8529a4f1afe1042415a77b47a48a5cf831dc3c", "size_bytes": 58527, "action": "copied", "backup_path": null }, { "relative_path": "evidence/evidence_pack_20260602.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/evidence/evidence_pack_20260602.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/evidence_pack_20260602.json", "sha256": "fda39e17dcbf35f5c306055433a3efe749999d92564032d06bc501737ff153ac", "size_bytes": 2414937, "action": "copied", "backup_path": null }, { "relative_path": "evidence/manifest_20260602.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/evidence/manifest_20260602.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/manifest_20260602.json", "sha256": "dddf7696f193f7f240dbd2a4235bfa2a34728c4edc837074ca5198a39000595b", "size_bytes": 1183, "action": "copied", "backup_path": null }, { "relative_path": "evidence/price_refs_20260602.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/evidence/price_refs_20260602.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/price_refs_20260602.json", "sha256": "6ab297ec3d8564d4cf942b3891b04bf25d1939a2cf29a0939d8f6dd5871bff82", "size_bytes": 1648142, "action": "copied", "backup_path": null }, { "relative_path": "evidence/technical_facts_compact_20260602.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/evidence/technical_facts_compact_20260602.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/technical_facts_compact_20260602.json", "sha256": "4f13c966104d5b25028ce49a8cb2ed079c0e40fb59d89dae60fbb1b9d5d50f58", "size_bytes": 562925, "action": "copied", "backup_path": null }, { "relative_path": "runtime/20260602_runtime_manifest.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/runtime/20260602_runtime_manifest.json", "dst": "/Users/tonyyu/sector_wave_agent/runtime/20260602_runtime_manifest.json", "sha256": "cdeb5be06a1bb9368b8367d0986a53a311db85abc4f819174a1ce6b2f288038d", "size_bytes": 2733, "action": "copied", "backup_path": null }, { "relative_path": "runtime/20260602_sdk_health_probe.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/runtime/20260602_sdk_health_probe.json", "dst": "/Users/tonyyu/sector_wave_agent/runtime/20260602_sdk_health_probe.json", "sha256": "3036ab4b419017fb57087d320aad26a9936ceec39a0d4a63590f5157c6f56716", "size_bytes": 447, "action": "copied", "backup_path": null }, { "relative_path": "reports/outcome/20260601_plan_20260602_outcome_raw.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260602/reports/outcome/20260601_plan_20260602_outcome_raw.json", "dst": "/Users/tonyyu/sector_wave_agent/reports/outcome/20260601_plan_20260602_outcome_raw.json", "sha256": "cfa3077d3029bb446b9849a997f074d3df936093bfda8c0b3508844fca698d4a", "size_bytes": 4639628, "action": "copied", "backup_path": null } ], "errors": [] }, "runtime_manifest": { "schema_version": "windows_daily_runtime_manifest_v1", "trade_date": "20260602", "updated_at": "2026-06-02T19:21:06", "entries": [ { "role": "outcome_collector_resolve", "status": "resolved", "recorded_at": "2026-06-02T19:16:14", "duration_sec": null, "selected_script": { "path": "collect_trade_plan_outcome_data_current.py", "exists": true, "size_bytes": 2737, "sha256": "ecd8f658ef58af64b878a0cacbf9ebfa1a6c9db35e01a6277979bd561988da21" }, "selected_config": { "path": "config_trade_plan_outcome_current.json", "exists": true, "size_bytes": 425, "sha256": "b35b4b02a5db541a14ce2c304d28d8b302e955ce8d28185c99f8ede0ebd4406c" }, "alias": { "script": "collect_trade_plan_outcome_data_current.py", "config": "config_trade_plan_outcome_current.json" }, "fallback": { "script": "collect_trade_plan_outcome_data_20260430_v2.py", "config": "config_trade_plan_outcome_20260430_v2.json" } }, { "role": "evidence_builder_resolve", "status": "resolved", "recorded_at": "2026-06-02T19:16:15", "duration_sec": null, "selected_script": { "path": "concept_sector_wave_evidence_builder_current.py", "exists": true, "size_bytes": 2765, "sha256": "d9ca6fa4d58fc79403e5e86db1f7c9c383d0c87cfe2a6e5b490a6491e4c9eeca" }, "selected_config": { "path": "config_concept_sector_wave_current.json", "exists": true, "size_bytes": 475, "sha256": "262497a13ddb0fb5dd6bb31bf96b17ea025a1e7acd2e6527390c4cffc0015f06" }, "alias": { "script": "concept_sector_wave_evidence_builder_current.py", "config": "config_concept_sector_wave_current.json" }, "fallback": { "script": "concept_sector_wave_evidence_builder_v1_4_2_3_patch2a_eligibility_tighten.py", "config": "config_concept_sector_wave_v1_4_2_3_patch2a_eligibility_tighten.json" } }, { "role": "windows_to_mac_sync_prepare", "status": "ready", "recorded_at": "2026-06-02T19:21:06", "duration_sec": null, "selected_script": { "path": "D:\\sector_wave_agent\\tools\\windows_push_sector_wave_to_mac.ps1", "exists": true, "size_bytes": 6707, "sha256": "7f6362817c361e0affcec94de087a6103a07dd13efc91cbe7c1fc4e8406c19a2" }, "selected_config": null, "alias": { "script": "", "config": "" }, "fallback": { "script": "", "config": "" } } ] }, "script_sha256": "d9ca6fa4d58fc79403e5e86db1f7c9c383d0c87cfe2a6e5b490a6491e4c9eeca", "outcome_script_sha256": "ecd8f658ef58af64b878a0cacbf9ebfa1a6c9db35e01a6277979bd561988da21", "alias_resolution": { "outcome_collector_resolve": { "alias_script": "collect_trade_plan_outcome_data_current.py", "selected_script": "collect_trade_plan_outcome_data_current.py", "selected_exists": true, "selected_sha256": "ecd8f658ef58af64b878a0cacbf9ebfa1a6c9db35e01a6277979bd561988da21" }, "evidence_builder_resolve": { "alias_script": "concept_sector_wave_evidence_builder_current.py", "selected_script": "concept_sector_wave_evidence_builder_current.py", "selected_exists": true, "selected_sha256": "d9ca6fa4d58fc79403e5e86db1f7c9c383d0c87cfe2a6e5b490a6491e4c9eeca" }, "windows_to_mac_sync_prepare": { "alias_script": "", "selected_script": "D:\\sector_wave_agent\\tools\\windows_push_sector_wave_to_mac.ps1", "selected_exists": true, "selected_sha256": "7f6362817c361e0affcec94de087a6103a07dd13efc91cbe7c1fc4e8406c19a2" } }, "sdk_probe": { "schema_version": "windows_gm_sdk_health_v1", "trade_date": "20260602", "checked_at": "2026-06-02T19:16:08", "gm_import_ok": true, "gm_version": "", "gm_token_present": true, "probe_symbol": "SHSE.000001", "probe_ok": true, "error": null, "probe_rows": 1 }, "files": { "evidence_pack": { "path": "/Users/tonyyu/sector_wave_agent/evidence/evidence_pack_20260602.json", "exists": true, "size_bytes": 2414937, "checksum": "fda39e17dcbf35f5c306055433a3efe749999d92564032d06bc501737ff153ac", "json_ok": true, "row_count": null }, "price_refs": { "path": "/Users/tonyyu/sector_wave_agent/evidence/price_refs_20260602.json", "exists": true, "size_bytes": 1648142, "checksum": "6ab297ec3d8564d4cf942b3891b04bf25d1939a2cf29a0939d8f6dd5871bff82", "json_ok": true, "row_count": null }, "technical_facts_compact": { "path": "/Users/tonyyu/sector_wave_agent/evidence/technical_facts_compact_20260602.json", "exists": true, "size_bytes": 562925, "checksum": "4f13c966104d5b25028ce49a8cb2ed079c0e40fb59d89dae60fbb1b9d5d50f58", "json_ok": true, "row_count": null }, "manifest": { "path": "/Users/tonyyu/sector_wave_agent/evidence/manifest_20260602.json", "exists": true, "size_bytes": 1183, "checksum": "dddf7696f193f7f240dbd2a4235bfa2a34728c4edc837074ca5198a39000595b", "json_ok": true, "row_count": null } }, "anomalies": [] }, "transfer": { "checksum_ok": true, "manifest_path": "/Users/tonyyu/sector_wave_agent/reports/run_manifest/20260602_windows_sync_manifest.json" }, "pipeline": { "acceptance": { "available": true, "overall_pass": true, "failed_count": 0, "warn_count": 0, "fatal": [], "trade_date": "20260602" }, "delivery": { "available": true, "ready_for_feishu_push": true, "files_count": 8, "boundary": { "external_context_v2_shadow": "audit-only/shadow-only", "can_upgrade_strict_gate": false, "can_downgrade_strict_gate": false, "can_directly_modify_strict_gate": false }, "status": "ready_for_feishu_push" }, "ready_for_feishu_push": true, "agent_summary_exists": true }, "agent_summary": { "path": "/Users/tonyyu/sector_wave_agent/reports/json/20260602_agent_summary_v2.json", "exists": true, "schema_version": "v2", "active_plan_count": 0, "conditional_plan_count": 3, "observe_only_count": 27, "fields_complete": true, "missing_fields": [] }, "quality_status": { "schema_version": "quality_status_v1", "trade_date": "20260602", "created_at": "2026-06-02T22:00:59", "overall_grade": "A-", "blocks_publish": false, "external_context": { "status": "partial", "path": "/Users/tonyyu/sector_wave_agent/external_context/external_context_20260602_strict_v1.json", "fallback_used": false, "model": null, "search_success": true, "search_quality": "complete", "search_scope": "compact_theme_and_representative_stocks", "raw_findings_count": 5, "normalized_event_count": 4, "limitations": [ "compact_scope_not_full_market_news", "not_morning_context", "not_controlled_rss_crawl", "not_full_exchange_announcement_scan", "not_full_cninfo_scan" ], "covered_themes": [ "光纤概念" ] }, "v2_shadow": { "status": "partial_from_strict_v1", "path": "/Users/tonyyu/sector_wave_agent/external_context/external_context_20260602_v2_shadow.json", "is_stub": false, "stub_reason": null, "boundary_ok": true, "source": "build_v2_shadow_from_strict_v1", "coverage": { "total_evidence_themes": 23, "covered_theme_count": 1, "uncovered_theme_count": 22, "coverage_ratio": 0.0435, "covered_themes": [ "光纤概念" ], "uncovered_themes": [ "AI光通信链", "通信技术", "消费电子概念", "半导体材料设备", "机器人智能制造", "小金属概念", "柔性屏(折叠屏)", "OLED", "AI算力基础设施", "AI眼镜", "玻璃基板", "LED概念", "英伟达概念", "电子烟", "AIPC", "固态电池", "锂电池概念", "电池技术", "无人驾驶", "小米汽车", "可控核聚变", "燃料电池概念" ], "theme_rows": [ { "theme": "光纤概念", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 3.67, "report_score": 166.93, "limit_up_count": null, "external_context_covered": true }, { "theme": "AI光通信链", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 4.36, "report_score": 168.24, "limit_up_count": null, "external_context_covered": false }, { "theme": "通信技术", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.48, "report_score": 158.93, "limit_up_count": null, "external_context_covered": false }, { "theme": "消费电子概念", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.27, "report_score": 157.44, "limit_up_count": null, "external_context_covered": false }, { "theme": "半导体材料设备", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 0.98, "report_score": 156.34, "limit_up_count": null, "external_context_covered": false }, { "theme": "机器人智能制造", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 0.32, "report_score": 151.14, "limit_up_count": null, "external_context_covered": false }, { "theme": "小金属概念", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.63, "report_score": 135.88, "limit_up_count": null, "external_context_covered": false }, { "theme": "柔性屏(折叠屏)", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.98, "report_score": 124.73, "limit_up_count": null, "external_context_covered": false }, { "theme": "OLED", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.24, "report_score": 123.84, "limit_up_count": null, "external_context_covered": false }, { "theme": "AI算力基础设施", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 0.92, "report_score": 122.14, "limit_up_count": null, "external_context_covered": false }, { "theme": "AI眼镜", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 0.77, "report_score": 114.51, "limit_up_count": null, "external_context_covered": false }, { "theme": "玻璃基板", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 3.26, "report_score": 108.97, "limit_up_count": null, "external_context_covered": false }, { "theme": "LED概念", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 0.87, "report_score": 105.16, "limit_up_count": null, "external_context_covered": false }, { "theme": "英伟达概念", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.33, "report_score": 97.46, "limit_up_count": null, "external_context_covered": false }, { "theme": "电子烟", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.03, "report_score": 88.52, "limit_up_count": null, "external_context_covered": false }, { "theme": "AIPC", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 2.13, "report_score": 81.75, "limit_up_count": null, "external_context_covered": false }, { "theme": "固态电池", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.14, "report_score": 135.21, "limit_up_count": null, "external_context_covered": false }, { "theme": "锂电池概念", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": -0.3, "report_score": 121.1, "limit_up_count": null, "external_context_covered": false }, { "theme": "电池技术", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": -0.29, "report_score": 120.75, "limit_up_count": null, "external_context_covered": false }, { "theme": "无人驾驶", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.0, "report_score": 117.39, "limit_up_count": null, "external_context_covered": false }, { "theme": "小米汽车", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.19, "report_score": 68.08, "limit_up_count": null, "external_context_covered": false }, { "theme": "可控核聚变", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.16, "report_score": 66.88, "limit_up_count": null, "external_context_covered": false }, { "theme": "燃料电池概念", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": -0.24, "report_score": 65.27, "limit_up_count": null, "external_context_covered": false } ] }, "risk_findings": [ { "risk": "外部资讯覆盖不完整", "severity": "warning", "detail": "strict_v1/search_notes 仅覆盖 1/23 个 evidence 主题；未覆盖主题不得借外部资讯确认。", "uncovered_themes": [ "AI光通信链", "通信技术", "消费电子概念", "半导体材料设备", "机器人智能制造", "小金属概念", "柔性屏(折叠屏)", "OLED", "AI算力基础设施", "AI眼镜", "玻璃基板", "LED概念", "英伟达概念", "电子烟", "AIPC", "固态电池", "锂电池概念", "电池技术", "无人驾驶", "小米汽车" ], "action": "require_confirmation" } ] }, "gm_sector_coverage": { "status": "ok", "path": "/Users/tonyyu/sector_wave_agent/reports/audit/20260602_gm_sector_coverage_audit.json", "anomalies": [] }, "data_integrity": { "evidence_pack_ok": true, "price_refs_ok": true, "technical_facts_ok": true, "manifest_ok": true }, "notes": [ "strict_v1 外部资讯为 partial，仅覆盖：光纤概念", "V2 Shadow 已由 strict_v1 派生，仍有 22/23 个 evidence 主题未被外部资讯覆盖" ] }, "external_context": { "quality": "partial", "fallback_used": false } }