{
  "schema_version": "local_paper_hermes_review_v1",
  "available": true,
  "structured_output": true,
  "source": "deepseek_via_hermes_cli",
  "model": "deepseek-v4-pro",
  "plan_date": "20260724",
  "trade_date": "20260727",
  "reason": "",
  "conclusion": "执行日数据管线系统性阻断（evidence_pack缺失+regime未确认+计划本身OBSERVE_ONLY），零成交零持仓，完全符合体系纪律。",
  "fact_check": {
    "real_fills": [
      "正式买入0、影子买入0、风控卖出0、拒单0；账户全现金104.5万，累计+4.57%",
      ""
    ],
    "existing_positions": [
      "持仓0只，市值0，无dust仓位"
    ],
    "market_gate": {
      "status": "SYSTEM_HALT无误。hard_block_new_entries=true，四个阻断项（evidence_pack缺失、trajectory恢复为UNKNOWN、执行日regime未确认、计划合同禁止新开仓）均为数据管线层面的真实阻断，非市场情绪误判。police_changed_after_repair=true——盘中risk_flags_missing_gap_3d在收盘修复后移除，历史轨迹保留为审计事实。"
    },
    "external_tech_shock": {
      "source_level": "MEDIUM",
      "source_score": 40.0,
      "runtime_level": "MEDIUM",
      "runtime_score": 40.0,
      "source_trade_date": "20260727",
      "guardrail": "positive_or_low_external_source_cannot_be_described_as_extreme"
    }
  },
  "good_lessons": [
    "数据管线阻断时严格执行hard_block，无强行开仓或降级放行，体系纪律到位",
    "集合竞价正确识别主线承接断裂（MAINLINE_BREAK），与SYSTEM_HALT形成双重保险"
  ],
  "mistake_lessons": [
    "evidence_pack_20260727缺失导致regime无法确认，需排查Windows采集→Mac同步链路是否在7/27中断",
    "平安银行被标记为conditional_plan但pool_gate已排除（非前排/中军/未站稳VWAP/量价不足），实质上无有效条件观察对象"
  ],
  "code_iterations_done": [
    "执行日regime UNKNOWN时触发hard_block_new_entries_until_execution_regime_reconfirmed的自动化门控已生效",
    "external_gate_reconciliation收盘后核验逻辑准确：stress_mismatch=false，observed与verified一致",
    "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": [
    "evidence_pack缺失超过1个交易日时，增加飞书/终端告警而非静默SYSTEM_HALT",
    "候选池广度alert在数据缺失时返回normal_or_unavailable，可考虑增加MISSING_DATA独立状态以区分'正常无剪刀差'与'数据不足无法计算'"
  ],
  "next_validation_tasks": [
    "排查7/27 evidence_pack为何缺失：Windows采集脚本是否运行、SSH同步日志有无异常",
    "验证market_trajectory在连续无evidence时的UNKNOWN状态是否按预期传播到次日preopen"
  ],
  "framework_audit": {
    "entry_fit": [
      "无入场，不适用。计划本身0 active、1 conditional且conditional已被pool_gate排除"
    ],
    "holding_fit": [
      "无持仓，不适用"
    ],
    "sell_fit": [
      "无卖出，不适用。position_management_policy明确风控卖出仍保持启用，但无持仓触发"
    ],
    "violations_or_warnings": [
      "计划日日报外部科技冲击为EXTREME/100（韩国熔断+quant_panic），执行日降至MEDIUM/40（仅SOX-4.25%），属正常日期分层差异，非矛盾",
      "执行日全市场广度字段全部缺失（regime UNKNOWN、涨比/涨跌停均为null），无法验证计划日日报中MIXED/37的延续性——这是管线缺失的衍生后果，不是日报错误"
    ],
    "source": "deepseek_via_hermes_cli"
  },
  "fact_scope_guardrail": {
    "execution_market_facts": {
      "report_date": "20260727",
      "role": "execution_date_post_close_market_facts",
      "count_comparison_allowed": false,
      "pool_up_pct": null,
      "whole_market_rise_pct": null,
      "breadth_divergence_pct_points": null,
      "rise_count": null,
      "fall_count": null,
      "flat_count": null,
      "limit_up_count": null,
      "limit_down_count": null,
      "regime_label": "待补",
      "regime_code": "UNKNOWN",
      "regime_score": null,
      "source_contract": "dashboard_text_date_scoped; market facts only; no active_or_conditional_count_comparison",
      "candidate_pool_limit_up_count": null,
      "candidate_pool_limit_down_count": null,
      "market_fact_quality": {
        "state": "trajectory_partial_candidate_pool",
        "trajectory_record_available": true,
        "candidate_pool_scope": "whole_market",
        "missing_whole_market_fields": [
          "whole_market_rise_pct",
          "rise_count",
          "fall_count",
          "limit_up_count",
          "limit_down_count"
        ],
        "action": "收盘后全市场快照缺失；仅保留候选池与执行日 regime 事实，不得将候选池统计表述为全市场广度。"
      },
      "authority": "authoritative_for_execution_day_market_numbers; do not substitute plan-date breadth values",
      "plan_date_reference": {
        "report_date": "20260724",
        "role": "plan_session_historical_context",
        "count_comparison_allowed": false,
        "pool_up_pct": 100.0,
        "whole_market_rise_pct": 9.7,
        "breadth_divergence_pct_points": 90.3,
        "rise_count": 534,
        "fall_count": 4631,
        "flat_count": 368,
        "limit_up_count": 43,
        "limit_down_count": 28,
        "regime_label": "分化",
        "regime_code": "MIXED",
        "regime_score": 37.0,
        "source_contract": "dashboard_text_date_scoped; market facts only; no active_or_conditional_count_comparison",
        "candidate_pool_limit_up_count": null,
        "candidate_pool_limit_down_count": null,
        "market_fact_quality": {
          "state": "dashboard_verified",
          "trajectory_record_available": false,
          "candidate_pool_scope": null,
          "missing_whole_market_fields": [],
          "action": "执行日全市场与候选池市场事实均已可审计。"
        }
      }
    },
    "rule": "execution-day market claims must use execution_market_facts; plan-day breadth requires explicit historical label",
    "triggered": false
  }
}