{ "schema_version": "data_health_v1", "trade_date": "20260605", "generated_at": "2026-06-05T21:29:18", "overall": "yellow", "windows_collect": { "sync_manifest": { "schema_version": "sector_wave_mac_import_windows_drop_v1", "trade_date": "20260605", "status": "ok", "created_at": "2026-06-05T21:24:02", "project_root": "/Users/tonyyu/sector_wave_agent", "drop_dir": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605", "transfer_manifest": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/transfer_manifest_20260605.json", "imported_count": 8, "error_count": 0, "imported": [ { "relative_path": "evidence/concept_sector_universe_probe_20260605.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/evidence/concept_sector_universe_probe_20260605.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/concept_sector_universe_probe_20260605.json", "sha256": "f1d111fd134996b5f86b66511ba91f46fd6456b54242ffa7d5207bc14c9dbb8b", "size_bytes": 57347, "action": "copied", "backup_path": null }, { "relative_path": "evidence/evidence_pack_20260605.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/evidence/evidence_pack_20260605.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/evidence_pack_20260605.json", "sha256": "e6847368ddbbde41c6f51497d4d5007b692bc84dbb02dbb73be903df626e455d", "size_bytes": 2866523, "action": "copied", "backup_path": null }, { "relative_path": "evidence/manifest_20260605.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/evidence/manifest_20260605.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/manifest_20260605.json", "sha256": "d7c9fed8eba67f94e56fc21a9a7d35f0ecbc1bb5907abb3d280e186e58a9f65b", "size_bytes": 1184, "action": "copied", "backup_path": null }, { "relative_path": "evidence/price_refs_20260605.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/evidence/price_refs_20260605.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/price_refs_20260605.json", "sha256": "3aa8e282f9ef3e642149a6c7c21895f5eef938c57510f7c87fb286c8e888912c", "size_bytes": 2135331, "action": "copied", "backup_path": null }, { "relative_path": "evidence/technical_facts_compact_20260605.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/evidence/technical_facts_compact_20260605.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/technical_facts_compact_20260605.json", "sha256": "224dbc68178b63d8924627b2245c3587250abd56dee30d489ab4334f69e7fe3c", "size_bytes": 746148, "action": "copied", "backup_path": null }, { "relative_path": "runtime/20260605_runtime_manifest.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/runtime/20260605_runtime_manifest.json", "dst": "/Users/tonyyu/sector_wave_agent/runtime/20260605_runtime_manifest.json", "sha256": "88b5ff8d03a044f8bf2ff97e5a266c429d55a470ed9888be9b5b32573d2c1cc5", "size_bytes": 2733, "action": "copied", "backup_path": null }, { "relative_path": "runtime/20260605_sdk_health_probe.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/runtime/20260605_sdk_health_probe.json", "dst": "/Users/tonyyu/sector_wave_agent/runtime/20260605_sdk_health_probe.json", "sha256": "56ef51e7867d76b0b307620f070372aabbf0234e8543a5264e119b8ee8c8e225", "size_bytes": 447, "action": "copied", "backup_path": null }, { "relative_path": "reports/outcome/20260604_plan_20260605_outcome_raw.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260605/reports/outcome/20260604_plan_20260605_outcome_raw.json", "dst": "/Users/tonyyu/sector_wave_agent/reports/outcome/20260604_plan_20260605_outcome_raw.json", "sha256": "11bada747a3fc4b32af9c423f8a866bf6bfbec28f0deb5863e980f716d01fcbc", "size_bytes": 5377021, "action": "copied", "backup_path": null } ], "errors": [] }, "runtime_manifest": { "schema_version": "windows_daily_runtime_manifest_v1", "trade_date": "20260605", "updated_at": "2026-06-05T21:22:12", "entries": [ { "role": "outcome_collector_resolve", "status": "resolved", "recorded_at": "2026-06-05T21:15:42", "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": "2026-06-05T21:15:43", "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": "2026-06-05T21:22:12", "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": "20260605", "checked_at": "2026-06-05T21:15:36", "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_20260605.json", "exists": true, "size_bytes": 2866523, "checksum": "e6847368ddbbde41c6f51497d4d5007b692bc84dbb02dbb73be903df626e455d", "json_ok": true, "row_count": null }, "price_refs": { "path": "/Users/tonyyu/sector_wave_agent/evidence/price_refs_20260605.json", "exists": true, "size_bytes": 2135331, "checksum": "3aa8e282f9ef3e642149a6c7c21895f5eef938c57510f7c87fb286c8e888912c", "json_ok": true, "row_count": null }, "technical_facts_compact": { "path": "/Users/tonyyu/sector_wave_agent/evidence/technical_facts_compact_20260605.json", "exists": true, "size_bytes": 746148, "checksum": "224dbc68178b63d8924627b2245c3587250abd56dee30d489ab4334f69e7fe3c", "json_ok": true, "row_count": null }, "manifest": { "path": "/Users/tonyyu/sector_wave_agent/evidence/manifest_20260605.json", "exists": true, "size_bytes": 1184, "checksum": "d7c9fed8eba67f94e56fc21a9a7d35f0ecbc1bb5907abb3d280e186e58a9f65b", "json_ok": true, "row_count": null } }, "anomalies": [] }, "transfer": { "checksum_ok": true, "manifest_path": "/Users/tonyyu/sector_wave_agent/reports/run_manifest/20260605_windows_sync_manifest.json" }, "pipeline": { "acceptance": { "available": true, "overall_pass": true, "failed_count": 0, "warn_count": 1, "fatal": [], "trade_date": "20260605" }, "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/20260605_agent_summary_v2.json", "exists": true, "schema_version": "v2", "active_plan_count": 0, "conditional_plan_count": 2, "observe_only_count": 28, "fields_complete": true, "missing_fields": [] }, "quality_status": { "schema_version": "quality_status_v1", "trade_date": "20260605", "created_at": "2026-06-05T21:25:10", "overall_grade": "A-", "blocks_publish": false, "external_context": { "status": "partial", "path": "/Users/tonyyu/sector_wave_agent/external_context/external_context_20260605_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": 3, "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": [ "柔性屏(折叠屏)", "玻璃基板" ] }, "v2_shadow": { "status": "partial_from_strict_v1", "path": "/Users/tonyyu/sector_wave_agent/external_context/external_context_20260605_v2_shadow.json", "is_stub": false, "stub_reason": null, "boundary_ok": true, "source": "build_v2_shadow_from_strict_v1", "coverage": { "total_evidence_themes": 24, "covered_theme_count": 2, "uncovered_theme_count": 22, "coverage_ratio": 0.0833, "covered_themes": [ "柔性屏(折叠屏)", "玻璃基板" ], "uncovered_themes": [ "机器人智能制造", "题材股", "卫星军工信息化", "无人机", "虚拟现实", "新型工业化", "元宇宙概念", "新零售", "数字孪生", "在线教育", "文娱消费", "内贸流通", "AI应用", "医疗器械概念", "数字经济", "超清视频", "大飞机", "AI智能体", "工业互联", "铁路基建", "微利股", "边缘计算" ], "theme_rows": [ { "theme": "柔性屏(折叠屏)", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 1.72, "report_score": 135.05, "limit_up_count": null, "external_context_covered": true }, { "theme": "玻璃基板", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 2.5, "report_score": 120.33, "limit_up_count": null, "external_context_covered": true }, { "theme": "机器人智能制造", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.74, "report_score": 163.0, "limit_up_count": null, "external_context_covered": false }, { "theme": "题材股", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.95, "report_score": 144.47, "limit_up_count": null, "external_context_covered": false }, { "theme": "卫星军工信息化", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.07, "report_score": 141.4, "limit_up_count": null, "external_context_covered": false }, { "theme": "无人机", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.1, "report_score": 139.87, "limit_up_count": null, "external_context_covered": false }, { "theme": "虚拟现实", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.05, "report_score": 125.6, "limit_up_count": null, "external_context_covered": false }, { "theme": "新型工业化", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.6, "report_score": 125.18, "limit_up_count": null, "external_context_covered": false }, { "theme": "元宇宙概念", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.04, "report_score": 95.86, "limit_up_count": null, "external_context_covered": false }, { "theme": "新零售", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.07, "report_score": 92.42, "limit_up_count": null, "external_context_covered": false }, { "theme": "数字孪生", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.72, "report_score": 89.96, "limit_up_count": null, "external_context_covered": false }, { "theme": "在线教育", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.4, "report_score": 83.9, "limit_up_count": null, "external_context_covered": false }, { "theme": "文娱消费", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.13, "report_score": 68.1, "limit_up_count": null, "external_context_covered": false }, { "theme": "内贸流通", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 1.03, "report_score": 65.45, "limit_up_count": null, "external_context_covered": false }, { "theme": "AI应用", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.71, "report_score": 107.56, "limit_up_count": null, "external_context_covered": false }, { "theme": "医疗器械概念", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.81, "report_score": 101.64, "limit_up_count": null, "external_context_covered": false }, { "theme": "数字经济", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.92, "report_score": 99.8, "limit_up_count": null, "external_context_covered": false }, { "theme": "超清视频", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.89, "report_score": 85.13, "limit_up_count": null, "external_context_covered": false }, { "theme": "大飞机", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.88, "report_score": 83.87, "limit_up_count": null, "external_context_covered": false }, { "theme": "AI智能体", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.8, "report_score": 82.06, "limit_up_count": null, "external_context_covered": false }, { "theme": "工业互联", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.82, "report_score": 77.35, "limit_up_count": null, "external_context_covered": false }, { "theme": "铁路基建", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.96, "report_score": 73.57, "limit_up_count": null, "external_context_covered": false }, { "theme": "微利股", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.89, "report_score": 67.03, "limit_up_count": null, "external_context_covered": false }, { "theme": "边缘计算", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 0.81, "report_score": 63.87, "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 2/24 个 evidence 主题；未覆盖主题不得借外部资讯确认。", "uncovered_themes": [ "机器人智能制造", "题材股", "卫星军工信息化", "无人机", "虚拟现实", "新型工业化", "元宇宙概念", "新零售", "数字孪生", "在线教育", "文娱消费", "内贸流通", "AI应用", "医疗器械概念", "数字经济", "超清视频", "大飞机", "AI智能体", "工业互联", "铁路基建" ], "action": "require_confirmation" }, { "risk": "项目 Gemini Search/grounding 资讯层连续不稳定", "severity": "warning", "detail": "Gemini provider connectivity 与项目 Gemini Search/grounding external_context strict_v1 稳定性需要分开表述；本 V2 Shadow 不得替代 Strict Gate。", "action": "require_confirmation" } ] }, "gm_sector_coverage": { "status": "ok", "path": "/Users/tonyyu/sector_wave_agent/reports/audit/20260605_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：柔性屏(折叠屏), 玻璃基板", "V2 Shadow 已由 strict_v1 派生，仍有 22/24 个 evidence 主题未被外部资讯覆盖" ] }, "external_context": { "quality": "Gemini strict_v1=partial; External Context V2 Shadow=partial_from_strict_v1 source=build_v2_shadow_from_strict_v1; Airtap/X=None kept=None quality=None; cross_verification_json_loaded=False", "fallback_used": false } }