{
  "schema_version": "local_paper_hermes_review_v1",
  "available": true,
  "structured_output": true,
  "source": "deepseek_via_hermes_cli",
  "model": "deepseek-v4-pro",
  "plan_date": "20260729",
  "trade_date": "20260730",
  "reason": "",
  "conclusion": "执行日SYSTEM_HALT硬阻断+唯一active信号被OBSERVE_ONLY拦截，零成交；泸州老窖持仓+2.5%被动收益，符合体系。",
  "fact_check": {
    "real_fills": [
      "当日零成交：正式买入0，影子买入0，风控卖出0，拒单0。"
    ],
    "existing_positions": [
      "泸州老窖(000568)700股成本87.71，收盘90.44(+2.50%)，浮盈+3.11%；position_flow_sanity确认无超卖。"
    ],
    "market_gate": {
      "status": "SYSTEM_HALT，3阻断：evidence_pack_20260730缺失、trajectory仅dashboard恢复regime=UNKNOWN、执行日regime未确认。effective_allow_new_positions=false是execution_health_gate对plan_contract的预期降级，非契约矛盾。"
    },
    "external_tech_shock": {
      "source_level": "HIGH",
      "source_score": 74.0,
      "runtime_level": "HIGH",
      "runtime_score": 74.0,
      "source_trade_date": "20260730",
      "guardrail": "positive_or_low_external_source_cannot_be_described_as_extreme"
    }
  },
  "good_lessons": [
    "SYSTEM_HALT正确执行：计划日HOT(87分)+允许开仓，执行日pipeline三重阻断下硬拦截所有新入场，无强行交易。",
    "外部科技冲击门控完整：SOX-5.33%/NVDA-3.55%/Nasdaq-1.74%触发HIGH(74分)，tech_requires_1030_repair，科技入场正确延至10:30后。"
  ],
  "mistake_lessons": [
    "evidence_pack_20260730缺失是pipeline断裂根因：导致regime无法确认+trajectory仅dashboard恢复，连锁触发SYSTEM_HALT，需排查Win掘金采集→Mac同步链路。"
  ],
  "code_iterations_done": [
    "盘后修复risk_flags_stale_gap_1d误报(policy_changed_after_repair=true)，blockers从4减至3，SYSTEM_HALT结论不变。",
    "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": [
    "评估evidence_pack缺失时soft fallback：当前直接SYSTEM_HALT，可考虑plan_date evidence+派生regime降仓至10-15%且仅允许条件单影子观察。"
  ],
  "next_validation_tasks": [
    "排查evidence_pack_20260730缺失根因：检查Win GM采集日志、Mac同步日志、import脚本执行状态。",
    "验证0730韩国市场：同花顺KOSPI+1.40% vs Yahoo-5.14%严重分歧，KOSDAQ仅Yahoo源已降级参考，需确认正确源并统一韩国宽基口径。"
  ],
  "framework_audit": {
    "entry_fit": [
      "零入场符合体系：SYSTEM_HALT硬阻断+唯一active信号(光明乳业)被policy_blocked_observe_only拦截；3个条件单(天润/燕塘/招金)均为OBSERVE状态，无越权升级。"
    ],
    "holding_fit": [
      "泸州老窖700股浮盈+3.11%未破5日线/未触发invalid，日收益+2.50%，correct hold。"
    ],
    "sell_fit": [
      "无卖出：position_flow_sanity确认sold_qty=0，无风控卖出触发条件。"
    ],
    "violations_or_warnings": [
      "执行日全市场广度字段全部null(涨比/涨跌数/涨跌停数缺失)，不足以判断执行日市场冰点或热度；execution_market_facts仅保留候选池与regime事实。",
      "daily_report外部科技冲击EXTREME(100/100)为计划日20260729事实，执行日gate为HIGH(74/100)，属不同交易日口径，非矛盾。"
    ],
    "source": "deepseek_via_hermes_cli"
  },
  "fact_scope_guardrail": {
    "execution_market_facts": {
      "report_date": "20260730",
      "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": "20260729",
        "role": "plan_session_historical_context",
        "count_comparison_allowed": false,
        "pool_up_pct": 100.0,
        "whole_market_rise_pct": 71.7,
        "breadth_divergence_pct_points": 28.3,
        "rise_count": 3966,
        "fall_count": 1173,
        "flat_count": 394,
        "limit_up_count": 86,
        "limit_down_count": 12,
        "regime_label": "亢奋",
        "regime_code": "HOT",
        "regime_score": 87.0,
        "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
  }
}