{ "schema_version": "local_paper_execution_decision_trace_v1", "captured_at": "2026-09-16T14:54:59", "trade_date": "20260916", "plan_date": "20260915", "runtime_status": "SHADOW_RUNNING", "configured_trade_mode": "OBSERVE_ONLY", "configured_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "effective_allow_new_positions": false, "trade_mode": "OBSERVE_ONLY", "allow_new_positions": false, "execution_health": { "schema_version": "execution_data_health_v1", "trade_date": "20260916", "plan_date": "20260915", "status": "SYSTEM_HALT", "hard_block_new_entries": true, "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "block_reason": "data_pipeline_health_gate:plan_contract_disallows_new_positions", "blockers": [ "plan_contract_disallows_new_positions" ], "soft_restrictions": [], "entry_reconfirmation_required": false, "evidence": { "path": "inbox/local_public/20260916/evidence/preopen_execution_evidence_20260916.json", "state": 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"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_20260915_dashboard.cleaned.json", "fallback_to_plan_date": true }, "sector_external_validation": { "status": "UNAVAILABLE", "role": "external_confirmation_only", "can_grant_entry_permission": false, "missing_or_stale_is_bearish": false, "validation_path": null, "crosscheck_path": null, "preopen_overall_state": null, "preopen_summary": {}, "confirmed_sectors": [], "watch_sectors": [], "rotation_candidates_not_in_plan": [], "interval_start": null, "interval_end": null, "interval_provisional": null, "action": "开盘啦证据缺失只记数据质量告警，继续依赖主板块合同，不得判成板块转弱。" }, "plan_contract": { "path": "reports/trade_plan/20260915_active_plan_v2_for_trading.json", "target_trade_date": "20260916", "targets_execution_date": true, "requested_allow_new_positions": false, "requested_trade_mode": "OBSERVE_ONLY", "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "reconciliation_status": 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"execution_regime_source": "reports/theme_cleaning/market_trajectory_20260916.json", "full_market_breadth_available": true, "candidate_pool_breadth_alert": { "candidate_pool_up_ratio": 0.5, "market_up_ratio": 0.7547, "divergence_pct_points": -25.5, "source": "kaipanla_exact_date_market_sentiment", "state": "candidate_pool_coverage_miss", "alert_kind": "selection_coverage", "alert": true, "selection_review_required": true, "recommended_total_position_cap_pct": null, "action": "候选池显著弱于全市场；立即复核主线覆盖、候选池更新和盘中新主线晋级，不得把候选池偏弱误写成全市场偏弱，也不得因此自动放宽仓位。" } }, "style_code": "MAINLINE_BREAK", "style_label": "主线承接断裂", "entry_policy": "no_official_buy", "official_buy_allowed": false, "official_symbol_whitelist": [], "official_whitelist_contracts": [], "whitelist_contract_required": true, "whitelist_integrity": "NOT_EXECUTABLE", "structural_symbol_whitelist": [], "conditional_probe_symbol_whitelist": [], "position_cap_pct": null, "dominant_theme": "华为海思", "dominant_theme_share": 0.5686, 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