每日备份 2026-03-27

2026-03-27 23:38:45 +08:00
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+# Workflow (Command-First)
+
+Use this sequence exactly.
+
+## 0) Choose Execution Mode
+
+Use `script` mode by default.
+
+Switch to `compatibility` mode when:
+
+- `python3` is unavailable, or
+- model capability is low and deterministic minimal output is preferred.
+
+## 1) Resolve Instrument
+
+- Resolve `ticker`, `exchange`, `market`, and next valid trading day.
+- If ticker is ambiguous, stop and ask user.
+
+## 2) Plan Files and History
+
+Run:
+
+```bash
+python3 {baseDir}/scripts/report_manager.py plan \
+  --workdir <working_directory> \
+  --ticker <TICKER> \
+  --run-date <YYYY-MM-DD> \
+  --versioning auto \
+  --history-limit 5
+```
+
+Use returned JSON fields:
+
+- `selected_output_file`
+- `requires_user_choice`
+- `history_files`
+- `legacy_files`
+
+If `requires_user_choice=true`, ask user `overwrite` vs `new_version`.
+Read only `history_files` returned by script (default max 5).
+
+## 3) Legacy Compatibility (Optional Migration)
+
+- Read legacy files from `legacy_files` for review history.
+- If user agrees to migrate, run:
+
+```bash
+python3 {baseDir}/scripts/report_manager.py migrate \
+  --workdir <working_directory> \
+  --file <ABS_PATH_1> --file <ABS_PATH_2>
+```
+
+Security: only process files under `working_directory`.
+
+## 4) Collect New Data
+
+- Use `references/sources.md` tier priority.
+- Use `references/search_queries.md` templates.
+- For critical values, cross-check with at least 2 sources.
+
+## 5) Compute Accuracy via Script
+
+Run:
+
+```bash
+python3 {baseDir}/scripts/calc_accuracy.py \
+  --workdir <working_directory> \
+  --ticker <TICKER> \
+  --windows 1,3,7,30 \
+  --history-limit 60
+```
+
+Use script output to fill rolling accuracy fields.
+
+## 6) Generate Report
+
+- Render with `references/report_template.md`.
+- Keep all required frontmatter keys.
+- Include `improvement_actions`.
+
+## 7) Persist and Return
+
+- Save to `selected_output_file` from step 2.
+- Return summary + absolute file path + pending/blocked status.
+
+## 8) Recommended Operation
+
+Use recurring weekday schedule to stabilize review windows and success rate.
+
+## Compatibility Mode (Fallback)
+
+When scripts cannot run:
+
+1. Manually locate report files only under `working_directory`.
+2. Read at most 3 recent same-ticker reports.
+3. Collect minimal sources:
+- one official disclosure source
+- one reliable market data source
+4. Produce minimal output:
+- recommendation
+- `pred_close_t1`
+- prior review metrics (if available)
+- one `improvement_action`
+5. Save report in canonical reports directory using standard filename rules.