{ "schema_version": "data_health_v1", "trade_date": "20260615", "generated_at": "2026-06-15T21:46:51", "overall": "yellow", "windows_collect": { "sync_manifest": { "schema_version": "sector_wave_mac_import_windows_drop_v1", "trade_date": "20260615", "status": "ok", "created_at": "2026-06-15T21:34:54", "project_root": "/Users/tonyyu/sector_wave_agent", "drop_dir": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615", "transfer_manifest": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/transfer_manifest_20260615.json", "imported_count": 8, "error_count": 0, "imported": [ { "relative_path": "evidence/concept_sector_universe_probe_20260615.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/evidence/concept_sector_universe_probe_20260615.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/concept_sector_universe_probe_20260615.json", "sha256": "82cb3d0072030b71ba7fa385c50ace5d2f5207604021d56d29c09b8076e951fb", "size_bytes": 64476, "action": "copied", "backup_path": null }, { "relative_path": "evidence/evidence_pack_20260615.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/evidence/evidence_pack_20260615.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/evidence_pack_20260615.json", "sha256": "c29839248a47352a8c12dd7d7b5f9cc9a6edff2a9abc31634b0ff973a9f89cab", "size_bytes": 3433801, "action": "copied", "backup_path": null }, { "relative_path": "evidence/manifest_20260615.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/evidence/manifest_20260615.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/manifest_20260615.json", "sha256": "30febc208e8b7ab0a7c99804bb5075000cd593014cdc2aa273a413684e2fac35", "size_bytes": 1184, "action": "copied", "backup_path": null }, { "relative_path": "evidence/price_refs_20260615.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/evidence/price_refs_20260615.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/price_refs_20260615.json", "sha256": "342733fe4ce36ebc9988f1c8a6951ec91c6f99b74d71bbcf60da28ee407f2555", "size_bytes": 2508256, "action": "copied", "backup_path": null }, { "relative_path": "evidence/technical_facts_compact_20260615.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/evidence/technical_facts_compact_20260615.json", "dst": "/Users/tonyyu/sector_wave_agent/evidence/technical_facts_compact_20260615.json", "sha256": "84f33c5a53ebaf779cd32a11f9e9acd4c8266ea55533fdcc21ed5faa88b6fd26", "size_bytes": 871022, "action": "copied", "backup_path": null }, { "relative_path": "runtime/20260615_runtime_manifest.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/runtime/20260615_runtime_manifest.json", "dst": "/Users/tonyyu/sector_wave_agent/runtime/20260615_runtime_manifest.json", "sha256": "dbb92af968651b554f546c7725807c53278fd2d38b5422670c2026aa83ef457f", "size_bytes": 2733, "action": "copied", "backup_path": null }, { "relative_path": "runtime/20260615_sdk_health_probe.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/runtime/20260615_sdk_health_probe.json", "dst": "/Users/tonyyu/sector_wave_agent/runtime/20260615_sdk_health_probe.json", "sha256": "89baa232de8414a6f2c2df7ace969adc68fa91afa45b749957201199665824f5", "size_bytes": 447, "action": "copied", "backup_path": null }, { "relative_path": "reports/outcome/20260612_plan_20260615_outcome_raw.json", "src": "/Users/tonyyu/sector_wave_agent/inbox/windows/20260615/reports/outcome/20260612_plan_20260615_outcome_raw.json", "dst": "/Users/tonyyu/sector_wave_agent/reports/outcome/20260612_plan_20260615_outcome_raw.json", "sha256": "29517c7bd810b88c3397f95a9955a83c51a2b7f82c4a1df6dae95c67002babed", "size_bytes": 6189050, "action": "copied", "backup_path": null } ], "errors": [] }, "runtime_manifest": { "schema_version": "windows_daily_runtime_manifest_v1", "trade_date": "20260615", "updated_at": "2026-06-15T21:22:10", "entries": [ { "role": "outcome_collector_resolve", "status": "resolved", "recorded_at": "2026-06-15T21:18:55", "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": "2026-06-15T21:18:55", "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": "2026-06-15T21:22:10", "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": "20260615", "checked_at": "2026-06-15T21:18:52", "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_20260615.json", "exists": true, "size_bytes": 3433801, "checksum": "c29839248a47352a8c12dd7d7b5f9cc9a6edff2a9abc31634b0ff973a9f89cab", "json_ok": true, "row_count": null }, "price_refs": { "path": "/Users/tonyyu/sector_wave_agent/evidence/price_refs_20260615.json", "exists": true, "size_bytes": 2508256, "checksum": "342733fe4ce36ebc9988f1c8a6951ec91c6f99b74d71bbcf60da28ee407f2555", "json_ok": true, "row_count": null }, "technical_facts_compact": { "path": "/Users/tonyyu/sector_wave_agent/evidence/technical_facts_compact_20260615.json", "exists": true, "size_bytes": 871022, "checksum": "84f33c5a53ebaf779cd32a11f9e9acd4c8266ea55533fdcc21ed5faa88b6fd26", "json_ok": true, "row_count": null }, "manifest": { "path": "/Users/tonyyu/sector_wave_agent/evidence/manifest_20260615.json", "exists": true, "size_bytes": 1184, "checksum": "30febc208e8b7ab0a7c99804bb5075000cd593014cdc2aa273a413684e2fac35", "json_ok": true, "row_count": null } }, "anomalies": [] }, "transfer": { "checksum_ok": true, "manifest_path": "/Users/tonyyu/sector_wave_agent/reports/run_manifest/20260615_windows_sync_manifest.json" }, "pipeline": { "acceptance": { "available": true, "overall_pass": true, "failed_count": 0, "warn_count": 1, "fatal": [], "trade_date": "20260615" }, "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/20260615_agent_summary_v2.json", "exists": true, "schema_version": "v2", "active_plan_count": 3, "conditional_plan_count": 5, "observe_only_count": 22, "fields_complete": true, "missing_fields": [] }, "quality_status": { "schema_version": "quality_status_v1", "trade_date": "20260615", "created_at": "2026-06-15T21:35:57", "overall_grade": "A-", "blocks_publish": false, "external_context": { "status": "partial", "path": "/Users/tonyyu/sector_wave_agent/external_context/external_context_20260615_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": 5, "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": [ "碳化硅", "题材股", "柔性屏(折叠屏)", "半导体材料设备链" ] }, "v2_shadow": { "status": "partial_from_strict_v1", "path": "/Users/tonyyu/sector_wave_agent/external_context/external_context_20260615_v2_shadow.json", "is_stub": false, "stub_reason": null, "boundary_ok": true, "source": "build_v2_shadow_from_strict_v1", "coverage": { "total_evidence_themes": 35, "covered_theme_count": 3, "uncovered_theme_count": 32, "coverage_ratio": 0.0857, "covered_themes": [ "柔性屏(折叠屏)", "碳化硅", "题材股" ], "uncovered_themes": [ "复合集流体", "AI光通信链", "半导体材料设备", "光纤概念", "玻璃基板", "科技风格", "趋势股", "固态电池", "智能穿戴", "OLED", "AI算力基础设施", "LED概念", "通信技术", "AI眼镜", "英伟达概念", "光刻机(胶)", "MiniLED", "3D打印", "AIPC", "机器人智能制造", "锂电池概念", "电池技术", "无人驾驶", "小金属概念", "农业资源品", "可控核聚变", "新型工业化", "飞行汽车(eVTOL)", "传感器", "超清视频", "毫米波概念", "小米汽车" ], "theme_rows": [ { "theme": "复合集流体", "bucket": "triggered", "state": "TRIGGERED", "sector_ret_pct": 7.84, "report_score": 164.79, "limit_up_count": null, "external_context_covered": false }, { "theme": "AI光通信链", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 7.2, "report_score": 178.47, "limit_up_count": null, "external_context_covered": false }, { "theme": "半导体材料设备", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 8.34, "report_score": 177.9, "limit_up_count": null, "external_context_covered": false }, { "theme": "柔性屏(折叠屏)", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 6.61, "report_score": 173.46, "limit_up_count": null, "external_context_covered": true }, { "theme": "光纤概念", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 6.93, "report_score": 170.4, "limit_up_count": null, "external_context_covered": false }, { "theme": "碳化硅", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 6.43, "report_score": 161.36, "limit_up_count": null, "external_context_covered": true }, { "theme": "题材股", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 6.31, "report_score": 142.26, "limit_up_count": null, "external_context_covered": true }, { "theme": "玻璃基板", "bucket": "near_triggered", "state": "NEAR_TRIGGERED", "sector_ret_pct": 7.18, "report_score": 133.85, "limit_up_count": null, "external_context_covered": false }, { "theme": "科技风格", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.9, "report_score": 171.61, "limit_up_count": null, "external_context_covered": false }, { "theme": "趋势股", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 6.02, "report_score": 170.72, "limit_up_count": null, "external_context_covered": false }, { "theme": "固态电池", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 4.39, "report_score": 168.66, "limit_up_count": null, "external_context_covered": false }, { "theme": "智能穿戴", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.46, "report_score": 168.53, "limit_up_count": null, "external_context_covered": false }, { "theme": "OLED", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.66, "report_score": 168.51, "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": 4.78, "report_score": 168.33, "limit_up_count": null, "external_context_covered": false }, { "theme": "LED概念", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 4.66, "report_score": 168.06, "limit_up_count": null, "external_context_covered": false }, { "theme": "通信技术", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.41, "report_score": 167.68, "limit_up_count": null, "external_context_covered": false }, { "theme": "AI眼镜", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.21, "report_score": 162.1, "limit_up_count": null, "external_context_covered": false }, { "theme": "英伟达概念", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.28, "report_score": 158.47, "limit_up_count": null, "external_context_covered": false }, { "theme": "光刻机(胶)", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 4.92, "report_score": 156.62, "limit_up_count": null, "external_context_covered": false }, { "theme": "MiniLED", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.63, "report_score": 155.94, "limit_up_count": null, "external_context_covered": false }, { "theme": "3D打印", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 4.31, "report_score": 150.37, "limit_up_count": null, "external_context_covered": false }, { "theme": "AIPC", "bucket": "structure_watch", "state": "STRUCTURE_WATCH", "sector_ret_pct": 5.36, "report_score": 149.98, "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": 4.39, "report_score": 144.5, "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": 3.57, "report_score": 153.93, "limit_up_count": null, "external_context_covered": false }, { "theme": "电池技术", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.48, "report_score": 153.1, "limit_up_count": null, "external_context_covered": false }, { "theme": "无人驾驶", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.47, "report_score": 144.49, "limit_up_count": null, "external_context_covered": false }, { "theme": "小金属概念", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 4.04, "report_score": 140.68, "limit_up_count": null, "external_context_covered": false }, { "theme": "农业资源品", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.67, "report_score": 140.05, "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": 3.73, "report_score": 138.03, "limit_up_count": null, "external_context_covered": false }, { "theme": "新型工业化", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.39, "report_score": 134.11, "limit_up_count": null, "external_context_covered": false }, { "theme": "飞行汽车(eVTOL)", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.39, "report_score": 115.31, "limit_up_count": null, "external_context_covered": false }, { "theme": "传感器", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.87, "report_score": 109.22, "limit_up_count": null, "external_context_covered": false }, { "theme": "超清视频", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.41, "report_score": 103.41, "limit_up_count": null, "external_context_covered": false }, { "theme": "毫米波概念", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.9, "report_score": 97.84, "limit_up_count": null, "external_context_covered": false }, { "theme": "小米汽车", "bucket": "weak_tape_structure", "state": "WEAK_TAPE_STRUCTURE", "sector_ret_pct": 3.22, "report_score": 96.62, "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 3/35 个 evidence 主题；未覆盖主题不得借外部资讯确认。", "uncovered_themes": [ "复合集流体", "AI光通信链", "半导体材料设备", "光纤概念", "玻璃基板", "科技风格", "趋势股", "固态电池", "智能穿戴", "OLED", "AI算力基础设施", "LED概念", "通信技术", "AI眼镜", "英伟达概念", "光刻机(胶)", "MiniLED", "3D打印", "AIPC", "机器人智能制造" ], "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/20260615_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：碳化硅, 题材股, 柔性屏(折叠屏), 半导体材料设备链", "V2 Shadow 已由 strict_v1 派生，仍有 32/35 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=False kept=0 quality=unavailable; cross_verification_json_loaded=False", "fallback_used": false } }