{
  "schema_version": "local_paper_hermes_review_v1",
  "available": true,
  "structured_output": true,
  "source": "deepseek_via_hermes_cli",
  "model": "deepseek-v4-pro",
  "plan_date": "20260722",
  "trade_date": "20260723",
  "reason": "",
  "conclusion": "今日0成交，13个正式候选被market_gate全部阻断（regime MIXED→HOT需复核，preopen过期未确认），84个条件池未升级。体系纪律完整，无违规入场。",
  "fact_check": {
    "real_fills": [
      "全天0成交：filled_orders=0，无正式买入、影子买入或风控卖出。账户全现金104.57万，daily_pnl=0。"
    ],
    "existing_positions": [
      "持仓为0，market_value=0。无持仓需管理，position_flow_sanity为空，account_integrity_warning=null。"
    ],
    "market_gate": {
      "status": "market_gate为13个正式候选的first_fail首因。计划日MIXED→执行日HOT错配触发require_preopen_reconfirmation，preopen窗口09:45过期未完成确认，全阻断。external_tech_shock LOW（SOX+0.44%,NVDA+2.30%,KOSPI+4.40%），未添加入场阻力。"
    },
    "external_tech_shock": {
      "source_level": "LOW",
      "source_score": 0.0,
      "runtime_level": "LOW",
      "runtime_score": 0.0,
      "source_trade_date": "20260723",
      "guardrail": "positive_or_low_external_source_cannot_be_described_as_extreme"
    }
  },
  "good_lessons": [
    "13个active全部被market_gate阻断，未因HOT regime盲目放行。84个conditional无一升级为正式入场，framework_pool_gate执行完整，严格区分正式首因与影子诊断。"
  ],
  "mistake_lessons": [
    "2个active（银星能源+10.04%、潜能恒信+11.74%）触发价与收盘价差距过大，被chase_ceiling在影子诊断中拦截。若preopen复核通过，此类高开标的仍需追价门控，当前触发价设定偏保守。"
  ],
  "code_iterations_done": [
    "conditional_probe_reconfirmation已运作；external_tech_shock.date_scoped_facts正确区分计划日/执行日源；candidate_pool_breadth_semantics.authoritative_alert独立于execution_market_facts展示统计；execution_reason_semantics正式首因与影子诊断口径分离。",
    "本地事实护栏已校验 position_flow_sanity，避免把收盘剩余持仓误读为全天起始持仓。"
  ],
  "pending_rule_change_candidates": [
    "regime改善（MIXED→HOT）但preopen过期导致market_gate全阻断时，评估是否允许盘后二次复核通道，避免全天0入场与HOT regime矛盾。"
  ],
  "next_validation_tasks": [
    "验证20260724 regime是否延续HOT，今日13个被阻断候选中有多少能在次日通过strict_gate。跟踪2个CANCELLED（深南电A、京能电力）确认invalid_price_broken后不修复。"
  ],
  "framework_audit": {
    "entry_fit": [
      "无入场，符合体系：regime错配触发复核，market_gate正确阻断。13个候选均在主线主题（黄金/石油/电力），主题绑定合规。"
    ],
    "holding_fit": [
      "无持仓，不适用。"
    ],
    "sell_fit": [
      "无卖出，不适用。"
    ],
    "violations_or_warnings": [
      "regime改善但market_gate全阻断与effective_allow_new_positions=true的张力属预期行为（permission_source=conditional_probe_reconfirmation），非契约矛盾。execution_health.hard_block_new_entries=false、无blocker、无数据健康问题。无违规。"
    ],
    "source": "deepseek_via_hermes_cli"
  },
  "fact_scope_guardrail": {
    "execution_market_facts": {
      "report_date": "20260723",
      "role": "execution_date_post_close_market_facts",
      "count_comparison_allowed": false,
      "pool_up_pct": 95.8,
      "whole_market_rise_pct": 72.2,
      "breadth_divergence_pct_points": 23.6,
      "rise_count": 3997,
      "fall_count": 1142,
      "flat_count": 394,
      "limit_up_count": 129,
      "limit_down_count": 2,
      "regime_label": "亢奋",
      "regime_code": "HOT",
      "regime_score": 81.0,
      "source_contract": "dashboard_text_date_scoped; market facts only; no active_or_conditional_count_comparison",
      "authority": "authoritative_for_execution_day_market_numbers; do not substitute plan-date breadth values",
      "plan_date_reference": {
        "report_date": "20260722",
        "role": "plan_session_historical_context",
        "count_comparison_allowed": false,
        "pool_up_pct": 85.6,
        "whole_market_rise_pct": 25.9,
        "breadth_divergence_pct_points": 59.7,
        "rise_count": 1432,
        "fall_count": 3648,
        "flat_count": 453,
        "limit_up_count": 48,
        "limit_down_count": 10,
        "regime_label": "分化",
        "regime_code": "MIXED",
        "regime_score": 47.0,
        "source_contract": "dashboard_text_date_scoped; market facts only; no active_or_conditional_count_comparison"
      }
    },
    "rule": "execution-day market claims must use execution_market_facts; plan-day breadth requires explicit historical label",
    "triggered": false
  }
}