{ "schema_version": "local_paper_execution_decision_trace_v1", "captured_at": "2026-08-03T14:55:05", "trade_date": "20260803", "plan_date": "20260731", "runtime_status": "PAPER_RUNNING", "configured_trade_mode": "SIMULATION_READY", "configured_allow_new_positions": true, "effective_trade_mode": "SIMULATION_READY", "effective_allow_new_positions": true, "trade_mode": "SIMULATION_READY", "allow_new_positions": true, "execution_health": { "schema_version": "execution_data_health_v1", "trade_date": "20260803", "plan_date": "20260731", "status": "READY", "hard_block_new_entries": false, "effective_allow_new_positions": true, "effective_trade_mode": "SIMULATION_READY", "block_reason": "", "blockers": [], "soft_restrictions": [ "plan_regime_mismatch_require_execution_reconfirmation" ], "entry_reconfirmation_required": true, "evidence": { "path": "inbox/local_public/20260803/evidence/preopen_execution_evidence_20260803.json", "state": "verified_preopen_runtime" }, "trajectory": { "path": 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"schema_version": "preopen_regime_transition_alert_v1", "trade_date": "20260803", "status": "ALERT", "severity": "RED", "window": "09:00-09:25", "plan_regime": "HOT", "execution_regime": "WARM", "plan_score": null, "execution_score": 75.43, "score_delta": null, "mismatch": true, "comparison_state": "mismatch", "execution_regime_confirmed": true, "external_level": "EXTREME", "external_source_path": "reports/external_checks/external_tech_shock_20260803.json", "triggers": [ "plan_regime_HOT_to_execution_WARM", "external_tech_shock_extreme" ], "action": "09:00-09:25 重新确认执行日 regime、外部科技冲击和板块承接；确认前只允许观察/持仓风控。", "no_silent_reopen": true } }, "risk_flags": { "path": "config/local_risk_flags_20260803.json", "coverage_audit_path": null, "state": "current", "latest_available_date": "20260803", "coverage_gap_days": 0, "max_allowed_gap_days": 5, "coverage_complete": true, "recovery_action": "当日风险旗标已覆盖，继续执行个股级风险过滤。" }, "daily_report": { "path": "reports/theme_cleaning/browser_dump_20260731_dashboard.cleaned.json", "fallback_to_plan_date": true }, "plan_contract": { "path": "reports/trade_plan/20260731_active_plan_v2_for_trading.json", "requested_allow_new_positions": true, "requested_trade_mode": "SIMULATION_READY", "effective_allow_new_positions": true, "effective_trade_mode": "SIMULATION_READY", "reconciliation_status": "effective_reconfirmation_required", "entry_reconfirmation_required": true, "soft_restrictions": [ "plan_regime_mismatch_require_execution_reconfirmation" ], "permission_source": "conditional_probe_reconfirmation", "conditional_probe_reconfirmation": { "path": "reports/trading/20260803_conditional_probe_reconfirmation.json", "status": "READY", "candidate_symbols": [ "SZSE.300624", "SZSE.300634", "SZSE.300766" ], "valid": true, "max_official_buys": 1, "max_initial_position_pct": 4.0, "reason": "same_day_quotes_and_risk_coverage_ready; candidates still require one-probe Strict Gate confirmation" } }, 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"entry_policy": "core_mainline_only", "official_buy_allowed": true, "reason": "clustered_mainline_confirmed_core_only", "pool_up_ratio": 0.6852, "active_up_ratio": 0.6923, "active_positive": 9, "active_positive_min": 1, "active_above_vwap": 8, "active_total": 13, "sample_total": 54, "signal_contract_total": 54, "active_contract_total": 13, "dominant_theme": "华为欧拉 / 华为鸿蒙", "dominant_theme_share": 0.8125, "dominant_theme_basis": "amount", "official_symbol_whitelist": [ "SZSE.002139", "SZSE.002212", "SZSE.002599", "SZSE.300830" ], "structural_hot_themes": [ { "theme": "华为欧拉 / 华为鸿蒙", "count": 3, "top_symbols": [ "SHSE.603610", "SZSE.300826", "SZSE.301221" ], "top_return_pct": 10.0152 } ], "structural_symbol_whitelist": [ "SZSE.002139", "SZSE.002212", "SZSE.002599", "SZSE.300830" ], "conditional_probe_symbol_whitelist": [], "clustered_core_priority_ceiling": 8, "position_cap_pct": 45.0, "external_tech_shock_gate": { "schema_version": "external_tech_shock_gate_v1", "enabled": true, "level": 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