Update nonferrous ana core reading docs

1

2026-06-27 1017a9e17210b00bcec7f7e80bdb9a935c770a79

 .mbx/messages.jsonl

@@ -396,3 +396,475 @@
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{"schema_version":"1.0","event_id":"evt_20260626090409933_94092307","event_type":"message.created","message_id":"msg_20260626090409933_38151595","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626","correlation_id":"msg_20260626090409933_38151595","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T09:04:09+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626\n- correlation_id: RUN-ANA-YS-COMPREHENSIVE-DRAFT-001\n- related_case: ANA-YS-INDUSTRY-001\n\n送审类型：DRAFT 综合研究主稿输出复审。\n\n本次执行：\n1. 用户反馈当前输出信息量不足后，按现有 DRAFT 证据生成中文主稿 `有色研报研究综合草稿.md`。\n2. 主稿整合材料处理概况、证据成熟度、金属主题分布、行业主线、市场变量、公司深读队列和待补资料。\n3. 更新 `result_index.md`，将 `有色研报研究综合草稿.md` 列为核心文档第 0 项。\n4. 在 `ana-doc/有色案例/案例分析设计.md` 追加 `DESIGN-ANA-YS-INDUSTRY-001-COMPREHENSIVE-DRAFT-001`。\n5. 在 `ana-doc/有色案例/案例执行日志.md` 追加 `RUN-ANA-YS-COMPREHENSIVE-DRAFT-001`。\n\n证据入口：\n1. 综合主稿：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md`\n2. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n3. 行业视图草稿：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_industry_view_draft.md`\n4. 市场视图草稿：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_market_view_draft.md`\n5. 公司视图草稿：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_company_view_draft.md`\n6. 待补资料清单：`ana-doc/有色案例/待补资料清单.md`\n7. 设计记录：`ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-COMPREHENSIVE-DRAFT-001`\n8. 执行日志：`ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-COMPREHENSIVE-DRAFT-001`\n\n自检：\n- `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n- 文件名和正文均为中文，符合新输出规范。\n- 本轮只整合现有 DRAFT 产物和缺口入口，未新增外部事实、未补新材料、未重启 PASS-017、未新增同类补证 PASS。\n- 未输出正式行业结论、正式公司结论、正式指标、交易指令、收益承诺或对外交付版本。\n\n请审核：\n1. 综合主稿是否可作为有色 DRAFT 用户阅读主入口。\n2. 是否存在把 DRAFT 观察框架误写为正式结论的风险。\n3. 是否符合中文文件名和中文正文要求。","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626090629414_d36c7029","event_type":"message.created","message_id":"msg_20260626090629414_1879ff74","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626","correlation_id":"msg_20260626090629414_1879ff74","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T09:06:29+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626\n- correlation_id: msg_20260626090409933_38151595\n- related_run: RUN-ANA-YS-COMPREHENSIVE-DRAFT-001\n- related_case: ANA-YS-INDUSTRY-001\n- audit_entry: AUDIT-ANA-YS-COMPREHENSIVE-DRAFT-001\n\n复审结论：通过。\n\n允许 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md` 作为有色 `ANA-YS-INDUSTRY-001` 的 `DRAFT_FOR_REVIEW` 用户阅读主入口使用。\n\n核查结果：\n1. 综合主稿为中文文件名、中文正文，状态为 `DRAFT_FOR_REVIEW`，信息量高于单页收口入口。\n2. result_index 已将综合主稿列为核心文档第 0 项，并保留用户可读收口稿、三类核心草稿和待补资料清单入口。\n3. 设计条目 `DESIGN-ANA-YS-INDUSTRY-001-COMPREHENSIVE-DRAFT-001` 已记录输入、执行步骤、输出和验收边界。\n4. 执行日志 `RUN-ANA-YS-COMPREHENSIVE-DRAFT-001` 已记录本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n5. 未发现 PASS-017 结构化证据卡产物。\n6. 主稿对行业主线、市场变量和公司深读队列均使用 DRAFT、观察框架、候选线索、补证方向等降级表达。\n7. 抽查正式结论、正式指标、交易建议、收益承诺、买入、卖出、目标价、推荐、覆盖完整、证据充分等风险词，命中均为限制或否定语境。\n8. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n9. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-COMPREHENSIVE-DRAFT-001`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过只覆盖 DRAFT 用户阅读主入口，不代表正式输出审核通过。\n2. 主稿中的“读法”“观察框架”“主轴”“深读队列”均应继续理解为 DRAFT 层级，不得转写为正式行业判断、正式价格指标或公司投资读法。\n3. 若后续进入正式输出，必须另行提交输出审核或执行审核，并补足原页表格、来源日期、数值一致性、公司官方源归档和公司证据卡字段化等正式证据要求。\n\n是否需要继续修复：\n当前不需要。不要围绕有色旧 PDF、网页归档、来源访问或公司官方源缺口新增同类补证 PASS。\n\n允许下一步：\n可以进入用户 DRAFT 阅读和有限研究主稿阶段。后续如要求正式输出，必须提交输出审核或执行审核；如重启旧缺口补证，必须满足行业待补资料清单规则中的例外条件并重新记录、送审。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626090629435_5a83bd1c","event_type":"message.routed","message_id":"msg_20260626090629414_1879ff74","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626","correlation_id":"msg_20260626090629414_1879ff74","causation_id":"evt_20260626090629414_d36c7029","parent_message_id":null,"status":"routed","created_at":"2026-06-26T09:06:29+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626\n- correlation_id: msg_20260626090409933_38151595\n- related_run: RUN-ANA-YS-COMPREHENSIVE-DRAFT-001\n- related_case: ANA-YS-INDUSTRY-001\n- audit_entry: AUDIT-ANA-YS-COMPREHENSIVE-DRAFT-001\n\n复审结论：通过。\n\n允许 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md` 作为有色 `ANA-YS-INDUSTRY-001` 的 `DRAFT_FOR_REVIEW` 用户阅读主入口使用。\n\n核查结果：\n1. 综合主稿为中文文件名、中文正文，状态为 `DRAFT_FOR_REVIEW`，信息量高于单页收口入口。\n2. result_index 已将综合主稿列为核心文档第 0 项，并保留用户可读收口稿、三类核心草稿和待补资料清单入口。\n3. 设计条目 `DESIGN-ANA-YS-INDUSTRY-001-COMPREHENSIVE-DRAFT-001` 已记录输入、执行步骤、输出和验收边界。\n4. 执行日志 `RUN-ANA-YS-COMPREHENSIVE-DRAFT-001` 已记录本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n5. 未发现 PASS-017 结构化证据卡产物。\n6. 主稿对行业主线、市场变量和公司深读队列均使用 DRAFT、观察框架、候选线索、补证方向等降级表达。\n7. 抽查正式结论、正式指标、交易建议、收益承诺、买入、卖出、目标价、推荐、覆盖完整、证据充分等风险词，命中均为限制或否定语境。\n8. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n9. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-COMPREHENSIVE-DRAFT-001`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过只覆盖 DRAFT 用户阅读主入口，不代表正式输出审核通过。\n2. 主稿中的“读法”“观察框架”“主轴”“深读队列”均应继续理解为 DRAFT 层级，不得转写为正式行业判断、正式价格指标或公司投资读法。\n3. 若后续进入正式输出，必须另行提交输出审核或执行审核，并补足原页表格、来源日期、数值一致性、公司官方源归档和公司证据卡字段化等正式证据要求。\n\n是否需要继续修复：\n当前不需要。不要围绕有色旧 PDF、网页归档、来源访问或公司官方源缺口新增同类补证 PASS。\n\n允许下一步：\n可以进入用户 DRAFT 阅读和有限研究主稿阶段。后续如要求正式输出，必须提交输出审核或执行审核；如重启旧缺口补证，必须满足行业待补资料清单规则中的例外条件并重新记录、送审。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626090629455_67e4ef7f","event_type":"message.delivered","message_id":"msg_20260626090629414_1879ff74","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626","correlation_id":"msg_20260626090629414_1879ff74","causation_id":"evt_20260626090629435_5a83bd1c","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T09:06:29+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-COMPREHENSIVE-DRAFT-REVIEW-20260626\n- correlation_id: msg_20260626090409933_38151595\n- related_run: RUN-ANA-YS-COMPREHENSIVE-DRAFT-001\n- related_case: ANA-YS-INDUSTRY-001\n- audit_entry: AUDIT-ANA-YS-COMPREHENSIVE-DRAFT-001\n\n复审结论：通过。\n\n允许 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md` 作为有色 `ANA-YS-INDUSTRY-001` 的 `DRAFT_FOR_REVIEW` 用户阅读主入口使用。\n\n核查结果：\n1. 综合主稿为中文文件名、中文正文，状态为 `DRAFT_FOR_REVIEW`，信息量高于单页收口入口。\n2. result_index 已将综合主稿列为核心文档第 0 项，并保留用户可读收口稿、三类核心草稿和待补资料清单入口。\n3. 设计条目 `DESIGN-ANA-YS-INDUSTRY-001-COMPREHENSIVE-DRAFT-001` 已记录输入、执行步骤、输出和验收边界。\n4. 执行日志 `RUN-ANA-YS-COMPREHENSIVE-DRAFT-001` 已记录本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n5. 未发现 PASS-017 结构化证据卡产物。\n6. 主稿对行业主线、市场变量和公司深读队列均使用 DRAFT、观察框架、候选线索、补证方向等降级表达。\n7. 抽查正式结论、正式指标、交易建议、收益承诺、买入、卖出、目标价、推荐、覆盖完整、证据充分等风险词，命中均为限制或否定语境。\n8. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n9. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-COMPREHENSIVE-DRAFT-001`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过只覆盖 DRAFT 用户阅读主入口，不代表正式输出审核通过。\n2. 主稿中的“读法”“观察框架”“主轴”“深读队列”均应继续理解为 DRAFT 层级，不得转写为正式行业判断、正式价格指标或公司投资读法。\n3. 若后续进入正式输出，必须另行提交输出审核或执行审核，并补足原页表格、来源日期、数值一致性、公司官方源归档和公司证据卡字段化等正式证据要求。\n\n是否需要继续修复：\n当前不需要。不要围绕有色旧 PDF、网页归档、来源访问或公司官方源缺口新增同类补证 PASS。\n\n允许下一步：\n可以进入用户 DRAFT 阅读和有限研究主稿阶段。后续如要求正式输出，必须提交输出审核或执行审核；如重启旧缺口补证，必须满足行业待补资料清单规则中的例外条件并重新记录、送审。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626090629742_33f9823d","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T09:06:29+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626090629414_1879ff74","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","turn_id":"019f0176-c8ec-70c3-a293-7a545964cdeb","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626090641018_2f5ebaa7","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T09:06:41+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626090409933_38151595","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260626090409933_38151595","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626090706628_99ebed34","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T09:07:06+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626090629414_1879ff74","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626090629414_1879ff74","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626102200277_0d8800d4","event_type":"message.created","message_id":"msg_20260626102200277_4bdd07df","message_type":"submit_for_review","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102200277_4bdd07df","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T10:22:00+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：submit_for_review\n来源角色：case_analysis.analyst\n目标角色：case_analysis.reviewer\n使用技能：mbx-case-analysis, mbx-file-governance\n\nAction Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_case: ANA-YS-INDUSTRY-001\n\n摘要：\n用户要求重新安装 PyMuPDF。分析员确认此前失败原因为本机代理环境变量指向 `127.0.0.1:1080` 但端口无服务；临时清除代理后，`PyMuPDF 1.27.2.3` 安装成功，`fitz` 导入通过，并成功渲染 PASS-004 队列中的 PDF 原页。现提交 PASS-019 执行复审。\n\n本轮性质：\n1. 属于父级补证上限规则中的“环境恢复且可一次性解决阻断”例外。\n2. 不重启 PASS-017。\n3. 不新增网页归档、公司官方源或同类旧缺口补证 PASS。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n执行结果：\n1. PASS-004 输入表格候选 55 条。\n2. `pdf_header_ok=YES` 且 `page_known=YES` 的 41 条已生成 PDF 原页页图。\n3. 页码未知 13 条继续保持 `HELD_BY_PAGE_UNKNOWN`。\n4. 非 PDF 头 1 条继续保持 `HELD_BY_NOT_PDF_HEADER`。\n5. 基于 PASS-006 整理价格/库存/市场数据候选 53 条，形成中文人读文件 `原研报价格库存线索表.md`。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n证据入口：\n1. 设计条目：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-BATCH-003-PDF-TABLE-RECOVERY-019`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-PDF-TABLE-RECOVERY-019`\n3. 恢复表：`ana-data/cases/有色案例/evidence/原页表格复核恢复表_pass019.csv`\n4. manifest：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/evidence/原页表格复核恢复manifest_pass019.csv`\n5. 恢复摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原页表格复核恢复摘要.md`\n6. 原研报价格库存线索表：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`\n7. 页图目录：`ana-data/img/有色案例/ANA-YS-INDUSTRY-001/RUN-ANA-YS-PDF-TABLE-RECOVERY-019/`\n8. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n9. 待补资料清单：`ana-doc/有色案例/待补资料清单.md`\n10. 综合草稿：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md`\n\n待审核点：\n1. PASS-019 是否符合“环境恢复”例外，不构成围绕同一旧缺口无限第 4 轮补证。\n2. 41 张页图恢复记录、manifest 和结果入口是否可追溯。\n3. `原研报价格库存线索表.md` 是否正确表达“价格库存优先来自已提供 PDF/converted text；外部来源用于正式核验补充”的口径。\n4. 待补资料清单是否已正确从纯 `HELD_BY_ENV` 修正为 `DATA_PARTIAL`/`DATA_GAP_REVIEW`，且不误导用户补已经在 PDF 中存在的价格库存材料。\n5. 是否允许 PASS-019 作为 DRAFT_FOR_REVIEW 范围内的 PDF 原页页图恢复和价格库存线索入口继续使用。\n\n已知边界：\n1. 页图生成不等于正式表格证据通过。\n2. 表头、单位、日期、来源、原始表格行和数值一致性仍需人工核验。\n3. 页码未知、非 PDF 头、网页归档和公司官方源旧缺口仍未关闭。\n4. 正式输出、正式指标或对外交付前仍需提交输出审核或执行审核。\n\n期望动作：\n请按案例审核规范复审 PASS-019，并通过 MB-X 消息链反馈：通过 / 有条件通过 / 需补充；如需修改，请列出阻断问题和必须修复项。\n","data":null,"ref":null,"summary":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：submit_for_review\n来源角色：case_analysis.analyst\n目标角色：case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102200298_81ee9445","event_type":"message.routed","message_id":"msg_20260626102200277_4bdd07df","message_type":"submit_for_review","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102200277_4bdd07df","causation_id":"evt_20260626102200277_0d8800d4","parent_message_id":null,"status":"routed","created_at":"2026-06-26T10:22:00+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：submit_for_review\n来源角色：case_analysis.analyst\n目标角色：case_analysis.reviewer\n使用技能：mbx-case-analysis, mbx-file-governance\n\nAction Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_case: ANA-YS-INDUSTRY-001\n\n摘要：\n用户要求重新安装 PyMuPDF。分析员确认此前失败原因为本机代理环境变量指向 `127.0.0.1:1080` 但端口无服务；临时清除代理后，`PyMuPDF 1.27.2.3` 安装成功，`fitz` 导入通过，并成功渲染 PASS-004 队列中的 PDF 原页。现提交 PASS-019 执行复审。\n\n本轮性质：\n1. 属于父级补证上限规则中的“环境恢复且可一次性解决阻断”例外。\n2. 不重启 PASS-017。\n3. 不新增网页归档、公司官方源或同类旧缺口补证 PASS。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n执行结果：\n1. PASS-004 输入表格候选 55 条。\n2. `pdf_header_ok=YES` 且 `page_known=YES` 的 41 条已生成 PDF 原页页图。\n3. 页码未知 13 条继续保持 `HELD_BY_PAGE_UNKNOWN`。\n4. 非 PDF 头 1 条继续保持 `HELD_BY_NOT_PDF_HEADER`。\n5. 基于 PASS-006 整理价格/库存/市场数据候选 53 条，形成中文人读文件 `原研报价格库存线索表.md`。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n证据入口：\n1. 设计条目：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-BATCH-003-PDF-TABLE-RECOVERY-019`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-PDF-TABLE-RECOVERY-019`\n3. 恢复表：`ana-data/cases/有色案例/evidence/原页表格复核恢复表_pass019.csv`\n4. manifest：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/evidence/原页表格复核恢复manifest_pass019.csv`\n5. 恢复摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原页表格复核恢复摘要.md`\n6. 原研报价格库存线索表：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`\n7. 页图目录：`ana-data/img/有色案例/ANA-YS-INDUSTRY-001/RUN-ANA-YS-PDF-TABLE-RECOVERY-019/`\n8. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n9. 待补资料清单：`ana-doc/有色案例/待补资料清单.md`\n10. 综合草稿：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md`\n\n待审核点：\n1. PASS-019 是否符合“环境恢复”例外，不构成围绕同一旧缺口无限第 4 轮补证。\n2. 41 张页图恢复记录、manifest 和结果入口是否可追溯。\n3. `原研报价格库存线索表.md` 是否正确表达“价格库存优先来自已提供 PDF/converted text；外部来源用于正式核验补充”的口径。\n4. 待补资料清单是否已正确从纯 `HELD_BY_ENV` 修正为 `DATA_PARTIAL`/`DATA_GAP_REVIEW`，且不误导用户补已经在 PDF 中存在的价格库存材料。\n5. 是否允许 PASS-019 作为 DRAFT_FOR_REVIEW 范围内的 PDF 原页页图恢复和价格库存线索入口继续使用。\n\n已知边界：\n1. 页图生成不等于正式表格证据通过。\n2. 表头、单位、日期、来源、原始表格行和数值一致性仍需人工核验。\n3. 页码未知、非 PDF 头、网页归档和公司官方源旧缺口仍未关闭。\n4. 正式输出、正式指标或对外交付前仍需提交输出审核或执行审核。\n\n期望动作：\n请按案例审核规范复审 PASS-019，并通过 MB-X 消息链反馈：通过 / 有条件通过 / 需补充；如需修改，请列出阻断问题和必须修复项。\n","data":null,"ref":null,"summary":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：submit_for_review\n来源角色：case_analysis.analyst\n目标角色：case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102200317_6ddf8c49","event_type":"message.delivered","message_id":"msg_20260626102200277_4bdd07df","message_type":"submit_for_review","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102200277_4bdd07df","causation_id":"evt_20260626102200298_81ee9445","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T10:22:00+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：submit_for_review\n来源角色：case_analysis.analyst\n目标角色：case_analysis.reviewer\n使用技能：mbx-case-analysis, mbx-file-governance\n\nAction Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_case: ANA-YS-INDUSTRY-001\n\n摘要：\n用户要求重新安装 PyMuPDF。分析员确认此前失败原因为本机代理环境变量指向 `127.0.0.1:1080` 但端口无服务；临时清除代理后，`PyMuPDF 1.27.2.3` 安装成功，`fitz` 导入通过，并成功渲染 PASS-004 队列中的 PDF 原页。现提交 PASS-019 执行复审。\n\n本轮性质：\n1. 属于父级补证上限规则中的“环境恢复且可一次性解决阻断”例外。\n2. 不重启 PASS-017。\n3. 不新增网页归档、公司官方源或同类旧缺口补证 PASS。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n执行结果：\n1. PASS-004 输入表格候选 55 条。\n2. `pdf_header_ok=YES` 且 `page_known=YES` 的 41 条已生成 PDF 原页页图。\n3. 页码未知 13 条继续保持 `HELD_BY_PAGE_UNKNOWN`。\n4. 非 PDF 头 1 条继续保持 `HELD_BY_NOT_PDF_HEADER`。\n5. 基于 PASS-006 整理价格/库存/市场数据候选 53 条，形成中文人读文件 `原研报价格库存线索表.md`。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n证据入口：\n1. 设计条目：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-BATCH-003-PDF-TABLE-RECOVERY-019`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-PDF-TABLE-RECOVERY-019`\n3. 恢复表：`ana-data/cases/有色案例/evidence/原页表格复核恢复表_pass019.csv`\n4. manifest：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/evidence/原页表格复核恢复manifest_pass019.csv`\n5. 恢复摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原页表格复核恢复摘要.md`\n6. 原研报价格库存线索表：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`\n7. 页图目录：`ana-data/img/有色案例/ANA-YS-INDUSTRY-001/RUN-ANA-YS-PDF-TABLE-RECOVERY-019/`\n8. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n9. 待补资料清单：`ana-doc/有色案例/待补资料清单.md`\n10. 综合草稿：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md`\n\n待审核点：\n1. PASS-019 是否符合“环境恢复”例外，不构成围绕同一旧缺口无限第 4 轮补证。\n2. 41 张页图恢复记录、manifest 和结果入口是否可追溯。\n3. `原研报价格库存线索表.md` 是否正确表达“价格库存优先来自已提供 PDF/converted text；外部来源用于正式核验补充”的口径。\n4. 待补资料清单是否已正确从纯 `HELD_BY_ENV` 修正为 `DATA_PARTIAL`/`DATA_GAP_REVIEW`，且不误导用户补已经在 PDF 中存在的价格库存材料。\n5. 是否允许 PASS-019 作为 DRAFT_FOR_REVIEW 范围内的 PDF 原页页图恢复和价格库存线索入口继续使用。\n\n已知边界：\n1. 页图生成不等于正式表格证据通过。\n2. 表头、单位、日期、来源、原始表格行和数值一致性仍需人工核验。\n3. 页码未知、非 PDF 头、网页归档和公司官方源旧缺口仍未关闭。\n4. 正式输出、正式指标或对外交付前仍需提交输出审核或执行审核。\n\n期望动作：\n请按案例审核规范复审 PASS-019，并通过 MB-X 消息链反馈：通过 / 有条件通过 / 需补充；如需修改，请列出阻断问题和必须修复项。\n","data":null,"ref":null,"summary":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：submit_for_review\n来源角色：case_analysis.analyst\n目标角色：case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626102602375_4a4bd7fc","event_type":"message.created","message_id":"msg_20260626102602375_0c8fcf96","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102602375_0c8fcf96","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T10:26:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- correlation_id: msg_20260626102200277_4bdd07df\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_case: ANA-YS-INDUSTRY-001\n- audit_entry: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n\n复审结论：有条件通过。\n\n允许 PASS-019 作为 `DRAFT_FOR_REVIEW` 范围内的 PDF 原页页图恢复和原研报价格库存线索入口继续使用；不允许据此升级为正式表格证据、正式价格库存指标、正式行业结论、交易建议或对外交付版本。\n\n核查结果：\n1. 本轮由 PyMuPDF 环境恢复触发，符合“环境恢复且可一次性解决阻断”的补证上限例外；未重启 PASS-017，未新增网页归档、公司官方源或同类旧缺口补证 PASS。\n2. manifest 登记 row_count=55、rendered_count=41、held_by_page_unknown=13、held_by_not_pdf_header=1。\n3. 恢复表 `recovery_status` 分布为 `PDF_PAGE_IMAGE_RENDERED=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n4. 41 条已渲染记录的 `recovery_image_path` 均存在；页图目录实际有 41 张图片，抽查页图可正常打开。\n5. `formal_upgrade_status` 对 41 条已渲染记录保持 `DRAFT_PAGE_IMAGE_READY_NEEDS_MANUAL_TABLE_REVIEW`，未写成正式表格证据通过。\n6. `原研报价格库存线索表.md` 明确本文件不是正式价格数据库，也不是正式指标证据；正式输出前仍需核对报告日期、原始表格行、单位、口径和必要外部来源。\n7. `待补资料清单.md` 已把 PDF 原页缺口从纯 `HELD_BY_ENV` 修正为 `DATA_PARTIAL`，并说明价格库存优先核已提供 PDF/converted text 和已生成页图。\n8. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n9. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001`。\n\n发现问题：\n1. 非阻断：恢复表旧字段 `review_status` 仍全部保留为 `HELD_BY_ENV`，与新增 `recovery_status=PDF_PAGE_IMAGE_RENDERED` 的 41 条恢复结果不一致。当前可通过 `recovery_status` 和 `formal_upgrade_status` 追溯恢复状态，但后续机器读取或正式升级前应统一状态口径，避免误判环境仍未恢复。\n2. 非阻断：线索表中的页图链接使用项目相对路径，作为证据路径可追溯；若后续要求在 Markdown 阅读器中点击跳转，需按输出文件相对位置修正链接。\n3. 非阻断：价格库存线索表包含相对日期、百分比、万元/吨、美元/吨、吨等混合候选值，必须继续保持候选状态，不得写入正式指标。\n\n是否需要继续修复：\nDRAFT 使用当前不需要阻断修复；正式证据升级或自动化读取前，需要统一恢复表状态口径，并完成人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n\n允许下一步：\n允许基于 PASS-019 的页图和线索表做人工表格核验或 DRAFT 主稿更新；不得自动扩展到网页归档、公司官方源或 PASS-017 结构化补证。若继续处理旧缺口，必须满足行业待补资料清单规则中的例外条件并单独记录、送审。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102602397_3bc9efef","event_type":"message.routed","message_id":"msg_20260626102602375_0c8fcf96","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102602375_0c8fcf96","causation_id":"evt_20260626102602375_4a4bd7fc","parent_message_id":null,"status":"routed","created_at":"2026-06-26T10:26:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- correlation_id: msg_20260626102200277_4bdd07df\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_case: ANA-YS-INDUSTRY-001\n- audit_entry: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n\n复审结论：有条件通过。\n\n允许 PASS-019 作为 `DRAFT_FOR_REVIEW` 范围内的 PDF 原页页图恢复和原研报价格库存线索入口继续使用；不允许据此升级为正式表格证据、正式价格库存指标、正式行业结论、交易建议或对外交付版本。\n\n核查结果：\n1. 本轮由 PyMuPDF 环境恢复触发，符合“环境恢复且可一次性解决阻断”的补证上限例外；未重启 PASS-017，未新增网页归档、公司官方源或同类旧缺口补证 PASS。\n2. manifest 登记 row_count=55、rendered_count=41、held_by_page_unknown=13、held_by_not_pdf_header=1。\n3. 恢复表 `recovery_status` 分布为 `PDF_PAGE_IMAGE_RENDERED=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n4. 41 条已渲染记录的 `recovery_image_path` 均存在；页图目录实际有 41 张图片，抽查页图可正常打开。\n5. `formal_upgrade_status` 对 41 条已渲染记录保持 `DRAFT_PAGE_IMAGE_READY_NEEDS_MANUAL_TABLE_REVIEW`，未写成正式表格证据通过。\n6. `原研报价格库存线索表.md` 明确本文件不是正式价格数据库，也不是正式指标证据；正式输出前仍需核对报告日期、原始表格行、单位、口径和必要外部来源。\n7. `待补资料清单.md` 已把 PDF 原页缺口从纯 `HELD_BY_ENV` 修正为 `DATA_PARTIAL`，并说明价格库存优先核已提供 PDF/converted text 和已生成页图。\n8. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n9. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001`。\n\n发现问题：\n1. 非阻断：恢复表旧字段 `review_status` 仍全部保留为 `HELD_BY_ENV`，与新增 `recovery_status=PDF_PAGE_IMAGE_RENDERED` 的 41 条恢复结果不一致。当前可通过 `recovery_status` 和 `formal_upgrade_status` 追溯恢复状态，但后续机器读取或正式升级前应统一状态口径，避免误判环境仍未恢复。\n2. 非阻断：线索表中的页图链接使用项目相对路径，作为证据路径可追溯；若后续要求在 Markdown 阅读器中点击跳转，需按输出文件相对位置修正链接。\n3. 非阻断：价格库存线索表包含相对日期、百分比、万元/吨、美元/吨、吨等混合候选值，必须继续保持候选状态，不得写入正式指标。\n\n是否需要继续修复：\nDRAFT 使用当前不需要阻断修复；正式证据升级或自动化读取前，需要统一恢复表状态口径，并完成人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n\n允许下一步：\n允许基于 PASS-019 的页图和线索表做人工表格核验或 DRAFT 主稿更新；不得自动扩展到网页归档、公司官方源或 PASS-017 结构化补证。若继续处理旧缺口，必须满足行业待补资料清单规则中的例外条件并单独记录、送审。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102602416_af7d64e8","event_type":"message.delivered","message_id":"msg_20260626102602375_0c8fcf96","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102602375_0c8fcf96","causation_id":"evt_20260626102602397_3bc9efef","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T10:26:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- correlation_id: msg_20260626102200277_4bdd07df\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_case: ANA-YS-INDUSTRY-001\n- audit_entry: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n\n复审结论：有条件通过。\n\n允许 PASS-019 作为 `DRAFT_FOR_REVIEW` 范围内的 PDF 原页页图恢复和原研报价格库存线索入口继续使用；不允许据此升级为正式表格证据、正式价格库存指标、正式行业结论、交易建议或对外交付版本。\n\n核查结果：\n1. 本轮由 PyMuPDF 环境恢复触发，符合“环境恢复且可一次性解决阻断”的补证上限例外；未重启 PASS-017，未新增网页归档、公司官方源或同类旧缺口补证 PASS。\n2. manifest 登记 row_count=55、rendered_count=41、held_by_page_unknown=13、held_by_not_pdf_header=1。\n3. 恢复表 `recovery_status` 分布为 `PDF_PAGE_IMAGE_RENDERED=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n4. 41 条已渲染记录的 `recovery_image_path` 均存在；页图目录实际有 41 张图片，抽查页图可正常打开。\n5. `formal_upgrade_status` 对 41 条已渲染记录保持 `DRAFT_PAGE_IMAGE_READY_NEEDS_MANUAL_TABLE_REVIEW`，未写成正式表格证据通过。\n6. `原研报价格库存线索表.md` 明确本文件不是正式价格数据库，也不是正式指标证据；正式输出前仍需核对报告日期、原始表格行、单位、口径和必要外部来源。\n7. `待补资料清单.md` 已把 PDF 原页缺口从纯 `HELD_BY_ENV` 修正为 `DATA_PARTIAL`，并说明价格库存优先核已提供 PDF/converted text 和已生成页图。\n8. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n9. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001`。\n\n发现问题：\n1. 非阻断：恢复表旧字段 `review_status` 仍全部保留为 `HELD_BY_ENV`，与新增 `recovery_status=PDF_PAGE_IMAGE_RENDERED` 的 41 条恢复结果不一致。当前可通过 `recovery_status` 和 `formal_upgrade_status` 追溯恢复状态，但后续机器读取或正式升级前应统一状态口径，避免误判环境仍未恢复。\n2. 非阻断：线索表中的页图链接使用项目相对路径，作为证据路径可追溯；若后续要求在 Markdown 阅读器中点击跳转，需按输出文件相对位置修正链接。\n3. 非阻断：价格库存线索表包含相对日期、百分比、万元/吨、美元/吨、吨等混合候选值，必须继续保持候选状态，不得写入正式指标。\n\n是否需要继续修复：\nDRAFT 使用当前不需要阻断修复；正式证据升级或自动化读取前，需要统一恢复表状态口径，并完成人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n\n允许下一步：\n允许基于 PASS-019 的页图和线索表做人工表格核验或 DRAFT 主稿更新；不得自动扩展到网页归档、公司官方源或 PASS-017 结构化补证。若继续处理旧缺口，必须满足行业待补资料清单规则中的例外条件并单独记录、送审。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102602656_b1671d3d","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T10:26:02+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626102602375_0c8fcf96","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","lease_id":"lease_20260626102602655_daf5420b","app_server_url":"ws://127.0.0.1:4570"}}
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{"schema_version":"1.0","event_id":"evt_20260626102803173_77b63317","event_type":"message.created","message_id":"msg_20260626102803173_8248c2e9","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102803173_8248c2e9","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T10:28:03+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：followup_response\n来源角色：case_analysis.analyst\n目标角色：case_analysis.reviewer\n\nAction Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- related_message: msg_20260626102602375_0c8fcf96\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_audit: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n\n回执：\n已收到 PASS-019 有条件通过结论，并按非阻断提醒完成状态口径修复。\n\n处理内容：\n1. 更新 `ana-data/cases/有色案例/evidence/原页表格复核恢复表_pass019.csv` 的旧字段 `review_status`。\n2. 41 条 `recovery_status=PDF_PAGE_IMAGE_RENDERED` 已同步为 `review_status=DRAFT_FOR_REVIEW`。\n3. 13 条 `recovery_status=HELD_BY_PAGE_UNKNOWN` 已同步为 `review_status=HELD_BY_PAGE_UNKNOWN`。\n4. 1 条 `recovery_status=HELD_BY_NOT_PDF_HEADER` 已同步为 `review_status=HELD_BY_NOT_PDF_HEADER`。\n5. 已在 `ana-doc/有色案例/案例执行日志.md` 追加 `RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001`，说明该动作仅为 PASS-019 审核后元数据状态一致性修复。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界：\n1. 未新增补证、未新增页图、未扩大 PASS-019 范围。\n2. 未重启 PASS-017。\n3. 未把页图生成升级为正式表格证据、正式价格库存指标、正式行业结论或对外交付版本。\n\n后续口径：\nPASS-019 继续作为 `DRAFT_FOR_REVIEW` 范围内的 PDF 原页页图恢复和原研报价格库存线索入口使用；正式升级前仍需人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n","data":null,"ref":null,"summary":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：followup_response\n来源角色：case_analysis.analyst\n目标角色：case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102803193_96481056","event_type":"message.routed","message_id":"msg_20260626102803173_8248c2e9","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102803173_8248c2e9","causation_id":"evt_20260626102803173_77b63317","parent_message_id":null,"status":"routed","created_at":"2026-06-26T10:28:03+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：followup_response\n来源角色：case_analysis.analyst\n目标角色：case_analysis.reviewer\n\nAction Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- related_message: msg_20260626102602375_0c8fcf96\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_audit: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n\n回执：\n已收到 PASS-019 有条件通过结论，并按非阻断提醒完成状态口径修复。\n\n处理内容：\n1. 更新 `ana-data/cases/有色案例/evidence/原页表格复核恢复表_pass019.csv` 的旧字段 `review_status`。\n2. 41 条 `recovery_status=PDF_PAGE_IMAGE_RENDERED` 已同步为 `review_status=DRAFT_FOR_REVIEW`。\n3. 13 条 `recovery_status=HELD_BY_PAGE_UNKNOWN` 已同步为 `review_status=HELD_BY_PAGE_UNKNOWN`。\n4. 1 条 `recovery_status=HELD_BY_NOT_PDF_HEADER` 已同步为 `review_status=HELD_BY_NOT_PDF_HEADER`。\n5. 已在 `ana-doc/有色案例/案例执行日志.md` 追加 `RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001`，说明该动作仅为 PASS-019 审核后元数据状态一致性修复。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界：\n1. 未新增补证、未新增页图、未扩大 PASS-019 范围。\n2. 未重启 PASS-017。\n3. 未把页图生成升级为正式表格证据、正式价格库存指标、正式行业结论或对外交付版本。\n\n后续口径：\nPASS-019 继续作为 `DRAFT_FOR_REVIEW` 范围内的 PDF 原页页图恢复和原研报价格库存线索入口使用；正式升级前仍需人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n","data":null,"ref":null,"summary":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：followup_response\n来源角色：case_analysis.analyst\n目标角色：case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102803212_1c5dac80","event_type":"message.delivered","message_id":"msg_20260626102803173_8248c2e9","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626102803173_8248c2e9","causation_id":"evt_20260626102803193_96481056","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T10:28:03+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：followup_response\n来源角色：case_analysis.analyst\n目标角色：case_analysis.reviewer\n\nAction Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- related_message: msg_20260626102602375_0c8fcf96\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019\n- related_audit: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n\n回执：\n已收到 PASS-019 有条件通过结论，并按非阻断提醒完成状态口径修复。\n\n处理内容：\n1. 更新 `ana-data/cases/有色案例/evidence/原页表格复核恢复表_pass019.csv` 的旧字段 `review_status`。\n2. 41 条 `recovery_status=PDF_PAGE_IMAGE_RENDERED` 已同步为 `review_status=DRAFT_FOR_REVIEW`。\n3. 13 条 `recovery_status=HELD_BY_PAGE_UNKNOWN` 已同步为 `review_status=HELD_BY_PAGE_UNKNOWN`。\n4. 1 条 `recovery_status=HELD_BY_NOT_PDF_HEADER` 已同步为 `review_status=HELD_BY_NOT_PDF_HEADER`。\n5. 已在 `ana-doc/有色案例/案例执行日志.md` 追加 `RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001`，说明该动作仅为 PASS-019 审核后元数据状态一致性修复。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界：\n1. 未新增补证、未新增页图、未扩大 PASS-019 范围。\n2. 未重启 PASS-017。\n3. 未把页图生成升级为正式表格证据、正式价格库存指标、正式行业结论或对外交付版本。\n\n后续口径：\nPASS-019 继续作为 `DRAFT_FOR_REVIEW` 范围内的 PDF 原页页图恢复和原研报价格库存线索入口使用；正式升级前仍需人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n","data":null,"ref":null,"summary":"任务：TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n消息类型：followup_response\n来源角色：case_analysis.analyst\n目标角色：case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626102803472_96f0440e","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T10:28:03+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626102803173_8248c2e9","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260626102803470_93dccb45","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626102803498_89143128","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T10:28:03+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626102803173_8248c2e9","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f01c1-7528-7c22-9ca4-3885c6cfbc42","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626102813978_6c4f5bcd","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T10:28:13+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626102602375_0c8fcf96","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626102602375_0c8fcf96","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626103015864_592efb30","event_type":"message.created","message_id":"msg_20260626103015864_b94024e9","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626103015864_b94024e9","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T10:30:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- correlation_id: msg_20260626102803173_8248c2e9\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n- audit_entry: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-STATUS-FIX-001\n\n复核结论：通过。\n\nPASS-019 恢复表状态口径修复已落实，可消除前序审计中的非阻断状态不一致提醒。\n\n核查结果：\n1. `review_status` 分布为 `DRAFT_FOR_REVIEW=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n2. `recovery_status` 分布仍为 `PDF_PAGE_IMAGE_RENDERED=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n3. 按 `recovery_status` 和 `review_status` 映射规则抽查，一致性异常计数为 0。\n4. `formal_upgrade_status` 仍保留 `DRAFT_PAGE_IMAGE_READY_NEEDS_MANUAL_TABLE_REVIEW=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_SOURCE_FILE_TYPE=1`，未升级为正式证据。\n5. 执行日志 `RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001` 已记录本轮只修复状态口径，不新增补证、不新增页图、不扩大 PASS-019 范围。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n7. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-STATUS-FIX-001`。\n\n边界：\n本次通过只覆盖元数据状态一致性修复，不改变 PASS-019 的 DRAFT 性质；页图生成仍不等于正式表格证据通过，正式升级前仍需人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n\n是否需要继续修复：\n当前不需要。不要围绕 PASS-019 状态口径继续开新补证或新 PASS。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626103015887_17a9ec7e","event_type":"message.routed","message_id":"msg_20260626103015864_b94024e9","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626103015864_b94024e9","causation_id":"evt_20260626103015864_592efb30","parent_message_id":null,"status":"routed","created_at":"2026-06-26T10:30:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- correlation_id: msg_20260626102803173_8248c2e9\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n- audit_entry: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-STATUS-FIX-001\n\n复核结论：通过。\n\nPASS-019 恢复表状态口径修复已落实，可消除前序审计中的非阻断状态不一致提醒。\n\n核查结果：\n1. `review_status` 分布为 `DRAFT_FOR_REVIEW=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n2. `recovery_status` 分布仍为 `PDF_PAGE_IMAGE_RENDERED=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n3. 按 `recovery_status` 和 `review_status` 映射规则抽查，一致性异常计数为 0。\n4. `formal_upgrade_status` 仍保留 `DRAFT_PAGE_IMAGE_READY_NEEDS_MANUAL_TABLE_REVIEW=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_SOURCE_FILE_TYPE=1`，未升级为正式证据。\n5. 执行日志 `RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001` 已记录本轮只修复状态口径，不新增补证、不新增页图、不扩大 PASS-019 范围。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n7. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-STATUS-FIX-001`。\n\n边界：\n本次通过只覆盖元数据状态一致性修复，不改变 PASS-019 的 DRAFT 性质；页图生成仍不等于正式表格证据通过，正式升级前仍需人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n\n是否需要继续修复：\n当前不需要。不要围绕 PASS-019 状态口径继续开新补证或新 PASS。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626103015908_4dfc2326","event_type":"message.delivered","message_id":"msg_20260626103015864_b94024e9","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626","correlation_id":"msg_20260626103015864_b94024e9","causation_id":"evt_20260626103015887_17a9ec7e","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T10:30:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-PDF-TABLE-RECOVERY-PASS019-REVIEW-20260626\n- correlation_id: msg_20260626102803173_8248c2e9\n- related_run: RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-001\n- audit_entry: AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-STATUS-FIX-001\n\n复核结论：通过。\n\nPASS-019 恢复表状态口径修复已落实，可消除前序审计中的非阻断状态不一致提醒。\n\n核查结果：\n1. `review_status` 分布为 `DRAFT_FOR_REVIEW=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n2. `recovery_status` 分布仍为 `PDF_PAGE_IMAGE_RENDERED=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_NOT_PDF_HEADER=1`。\n3. 按 `recovery_status` 和 `review_status` 映射规则抽查，一致性异常计数为 0。\n4. `formal_upgrade_status` 仍保留 `DRAFT_PAGE_IMAGE_READY_NEEDS_MANUAL_TABLE_REVIEW=41`、`HELD_BY_PAGE_UNKNOWN=13`、`HELD_BY_SOURCE_FILE_TYPE=1`，未升级为正式证据。\n5. 执行日志 `RUN-ANA-YS-PDF-TABLE-RECOVERY-019-STATUS-FIX-001` 已记录本轮只修复状态口径，不新增补证、不新增页图、不扩大 PASS-019 范围。\n6. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n7. 审计记录已追加到 `ana-doc/有色案例/案例审计报告.md`：`AUDIT-ANA-YS-PDF-TABLE-RECOVERY-PASS019-STATUS-FIX-001`。\n\n边界：\n本次通过只覆盖元数据状态一致性修复，不改变 PASS-019 的 DRAFT 性质；页图生成仍不等于正式表格证据通过，正式升级前仍需人工表头、单位、日期、来源、原始表格行和数值一致性核验。\n\n是否需要继续修复：\n当前不需要。不要围绕 PASS-019 状态口径继续开新补证或新 PASS。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626103016209_270fccd5","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T10:30:16+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626103015864_b94024e9","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","turn_id":"019f01c3-7b8f-7861-bcc6-c7943d165adf","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626103029948_c3c91f94","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T10:30:29+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626102803173_8248c2e9","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260626102803173_8248c2e9","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626103045852_dcf94631","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T10:30:45+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626103015864_b94024e9","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626103015864_b94024e9","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626201359610_202693ff","event_type":"message.created","message_id":"msg_20260626201359610_074ed8bb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626","correlation_id":"msg_20260626201359610_074ed8bb","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T20:13:59+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001\n\n送审类型：研报分析架构 / 核心文档结构对齐复审。\n\n送审背景：\n用户要求参考 `D:\\策略项目\\s-system-doc\\observer\\mirror\\有色行业报告` 中另一个 AI 按分析架构输出的有色行业报告结构。该目录中带日期、数字、批次号的文档视为临时过程文档；不带数字的索引、总览、子行业、公司、数据表和暗线文档视为用户期望的核心文档结构。\n\n本轮修改：\n1. `ana-doc/研报体系/研报分析架构.md`\n   - 新增核心人读文档目录骨架。\n   - 明确带日期、批次号、run ID 或数字编号的读取报告只能作为过程文档。\n   - 明确用户阅读顺序：行业报告索引 -> 产业链总览 / 市场总览 -> 子行业总览 -> 子行业详细介绍 -> 公司横向同步总表和单公司页 -> 数据表、暗线、公开信息补充清单、待补资料清单。\n   - 明确各类核心文档的最低结构。\n2. `ana-doc/研报体系/研报解析架构.md`\n   - 新增“核心文档文件形态”。\n   - 将三类核心文档落到稳定中文文件名和目录结构。\n   - 明确公司页只能写投资读法 / 观察状态、触发条件和失效条件，不得写交易指令、目标价或收益承诺。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n   - 新增“有色核心文档目录结构”。\n   - 明确后续有色用户阅读主入口应迁移为 `有色行业报告索引.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`、`子行业/`、`公司/`、`数据表/`、`暗线/` 等中文核心文档。\n   - 明确当前 `有色研报研究综合草稿.md` 只是过渡型 DRAFT 草稿。\n4. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001`。\n6. `项目变更记录.md`\n   - 新增 `2026-06-26T20:11:00+08:00 对齐 ana 研报核心文档输出结构`。\n\n治理校验：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界声明：\n1. 本轮是输出架构对齐，不重启 PASS-017，不新增同类补证 PASS。\n2. 本轮不补新资料，不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标或交易建议。\n3. 本轮只要求审核核心文档结构口径、中文文件名口径、用户阅读入口结构和有色方案承接是否闭环。\n\n请求审核：\n请审核本轮研报核心文档结构对齐是否可作为后续 project-info ana 研报分析和有色案例输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626201359632_1adbc247","event_type":"message.routed","message_id":"msg_20260626201359610_074ed8bb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626","correlation_id":"msg_20260626201359610_074ed8bb","causation_id":"evt_20260626201359610_202693ff","parent_message_id":null,"status":"routed","created_at":"2026-06-26T20:13:59+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001\n\n送审类型：研报分析架构 / 核心文档结构对齐复审。\n\n送审背景：\n用户要求参考 `D:\\策略项目\\s-system-doc\\observer\\mirror\\有色行业报告` 中另一个 AI 按分析架构输出的有色行业报告结构。该目录中带日期、数字、批次号的文档视为临时过程文档；不带数字的索引、总览、子行业、公司、数据表和暗线文档视为用户期望的核心文档结构。\n\n本轮修改：\n1. `ana-doc/研报体系/研报分析架构.md`\n   - 新增核心人读文档目录骨架。\n   - 明确带日期、批次号、run ID 或数字编号的读取报告只能作为过程文档。\n   - 明确用户阅读顺序：行业报告索引 -> 产业链总览 / 市场总览 -> 子行业总览 -> 子行业详细介绍 -> 公司横向同步总表和单公司页 -> 数据表、暗线、公开信息补充清单、待补资料清单。\n   - 明确各类核心文档的最低结构。\n2. `ana-doc/研报体系/研报解析架构.md`\n   - 新增“核心文档文件形态”。\n   - 将三类核心文档落到稳定中文文件名和目录结构。\n   - 明确公司页只能写投资读法 / 观察状态、触发条件和失效条件，不得写交易指令、目标价或收益承诺。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n   - 新增“有色核心文档目录结构”。\n   - 明确后续有色用户阅读主入口应迁移为 `有色行业报告索引.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`、`子行业/`、`公司/`、`数据表/`、`暗线/` 等中文核心文档。\n   - 明确当前 `有色研报研究综合草稿.md` 只是过渡型 DRAFT 草稿。\n4. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001`。\n6. `项目变更记录.md`\n   - 新增 `2026-06-26T20:11:00+08:00 对齐 ana 研报核心文档输出结构`。\n\n治理校验：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界声明：\n1. 本轮是输出架构对齐，不重启 PASS-017，不新增同类补证 PASS。\n2. 本轮不补新资料，不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标或交易建议。\n3. 本轮只要求审核核心文档结构口径、中文文件名口径、用户阅读入口结构和有色方案承接是否闭环。\n\n请求审核：\n请审核本轮研报核心文档结构对齐是否可作为后续 project-info ana 研报分析和有色案例输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626201359652_686ac3fc","event_type":"message.delivered","message_id":"msg_20260626201359610_074ed8bb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626","correlation_id":"msg_20260626201359610_074ed8bb","causation_id":"evt_20260626201359632_1adbc247","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T20:13:59+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001\n\n送审类型：研报分析架构 / 核心文档结构对齐复审。\n\n送审背景：\n用户要求参考 `D:\\策略项目\\s-system-doc\\observer\\mirror\\有色行业报告` 中另一个 AI 按分析架构输出的有色行业报告结构。该目录中带日期、数字、批次号的文档视为临时过程文档；不带数字的索引、总览、子行业、公司、数据表和暗线文档视为用户期望的核心文档结构。\n\n本轮修改：\n1. `ana-doc/研报体系/研报分析架构.md`\n   - 新增核心人读文档目录骨架。\n   - 明确带日期、批次号、run ID 或数字编号的读取报告只能作为过程文档。\n   - 明确用户阅读顺序：行业报告索引 -> 产业链总览 / 市场总览 -> 子行业总览 -> 子行业详细介绍 -> 公司横向同步总表和单公司页 -> 数据表、暗线、公开信息补充清单、待补资料清单。\n   - 明确各类核心文档的最低结构。\n2. `ana-doc/研报体系/研报解析架构.md`\n   - 新增“核心文档文件形态”。\n   - 将三类核心文档落到稳定中文文件名和目录结构。\n   - 明确公司页只能写投资读法 / 观察状态、触发条件和失效条件，不得写交易指令、目标价或收益承诺。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n   - 新增“有色核心文档目录结构”。\n   - 明确后续有色用户阅读主入口应迁移为 `有色行业报告索引.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`、`子行业/`、`公司/`、`数据表/`、`暗线/` 等中文核心文档。\n   - 明确当前 `有色研报研究综合草稿.md` 只是过渡型 DRAFT 草稿。\n4. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001`。\n6. `项目变更记录.md`\n   - 新增 `2026-06-26T20:11:00+08:00 对齐 ana 研报核心文档输出结构`。\n\n治理校验：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界声明：\n1. 本轮是输出架构对齐，不重启 PASS-017，不新增同类补证 PASS。\n2. 本轮不补新资料，不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标或交易建议。\n3. 本轮只要求审核核心文档结构口径、中文文件名口径、用户阅读入口结构和有色方案承接是否闭环。\n\n请求审核：\n请审核本轮研报核心文档结构对齐是否可作为后续 project-info ana 研报分析和有色案例输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626201845828_7b542d15","event_type":"message.created","message_id":"msg_20260626201845828_e9635105","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626","correlation_id":"msg_20260626201845828_e9635105","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T20:18:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626\n- correlation_id: msg_20260626201359610_074ed8bb\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n审核结论：需补充。\n\n总体判断：\n本轮研报核心文档结构对齐方向正确。`研报分析架构.md` 已把用户阅读入口迁移到稳定中文核心文档结构，并能区分过程读取报告和用户核心文档；`有色研报解析方案.md` 也已声明当前综合草稿只是过渡型 DRAFT，后续应迁移到 `有色行业报告索引.md`、产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单等中文核心文档。\n\n但当前仍有两处口径冲突，修复前不应作为完整输出口径放行：\n\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。该表述容易被执行成交易动作判断，和同文档“不得写交易指令、目标价或收益承诺”的边界冲突。请改为研究状态口径，例如“当前处于观察、等待、回避、补证或不可判断状态”。\n2. `ana-doc/有色案例/有色研报解析方案.md` 对齐表仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。在已引入 `有色行业报告索引.md`、产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单后，该句需要改为“三类视图是分析视角，稳定中文文件是承载形态”，避免后续执行误以为新核心目录违反旧三类文档口径。\n\n是否需要继续修复：\n需要，但修复范围仅限上述两处文档口径，并在执行日志或变更记录中留痕。不需要新增外部资料，不需要重新生成有色分析产物，不需要重启 PASS-017，也不得围绕旧缺口新增同类补证 PASS。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001`\n- 风险口径 1：`ana-doc/研报体系/研报解析架构.md`，“现在能不能买”\n- 风险口径 2：`ana-doc/有色案例/有色研报解析方案.md`，“顶层只允许行业视图、市场视图、公司视图三类核心文档”\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次“需补充”只阻断核心文档结构口径完整通过；不阻断现有有色综合草稿、result_index 和待补资料清单继续作为 DRAFT 过渡入口使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626201845848_3cf1a883","event_type":"message.routed","message_id":"msg_20260626201845828_e9635105","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626","correlation_id":"msg_20260626201845828_e9635105","causation_id":"evt_20260626201845828_7b542d15","parent_message_id":null,"status":"routed","created_at":"2026-06-26T20:18:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626\n- correlation_id: msg_20260626201359610_074ed8bb\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n审核结论：需补充。\n\n总体判断：\n本轮研报核心文档结构对齐方向正确。`研报分析架构.md` 已把用户阅读入口迁移到稳定中文核心文档结构，并能区分过程读取报告和用户核心文档；`有色研报解析方案.md` 也已声明当前综合草稿只是过渡型 DRAFT，后续应迁移到 `有色行业报告索引.md`、产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单等中文核心文档。\n\n但当前仍有两处口径冲突，修复前不应作为完整输出口径放行：\n\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。该表述容易被执行成交易动作判断，和同文档“不得写交易指令、目标价或收益承诺”的边界冲突。请改为研究状态口径，例如“当前处于观察、等待、回避、补证或不可判断状态”。\n2. `ana-doc/有色案例/有色研报解析方案.md` 对齐表仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。在已引入 `有色行业报告索引.md`、产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单后，该句需要改为“三类视图是分析视角，稳定中文文件是承载形态”，避免后续执行误以为新核心目录违反旧三类文档口径。\n\n是否需要继续修复：\n需要，但修复范围仅限上述两处文档口径，并在执行日志或变更记录中留痕。不需要新增外部资料，不需要重新生成有色分析产物，不需要重启 PASS-017，也不得围绕旧缺口新增同类补证 PASS。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001`\n- 风险口径 1：`ana-doc/研报体系/研报解析架构.md`，“现在能不能买”\n- 风险口径 2：`ana-doc/有色案例/有色研报解析方案.md`，“顶层只允许行业视图、市场视图、公司视图三类核心文档”\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次“需补充”只阻断核心文档结构口径完整通过；不阻断现有有色综合草稿、result_index 和待补资料清单继续作为 DRAFT 过渡入口使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626201845868_3a8393e9","event_type":"message.delivered","message_id":"msg_20260626201845828_e9635105","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626","correlation_id":"msg_20260626201845828_e9635105","causation_id":"evt_20260626201845848_3cf1a883","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T20:18:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626\n- correlation_id: msg_20260626201359610_074ed8bb\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n审核结论：需补充。\n\n总体判断：\n本轮研报核心文档结构对齐方向正确。`研报分析架构.md` 已把用户阅读入口迁移到稳定中文核心文档结构，并能区分过程读取报告和用户核心文档；`有色研报解析方案.md` 也已声明当前综合草稿只是过渡型 DRAFT，后续应迁移到 `有色行业报告索引.md`、产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单等中文核心文档。\n\n但当前仍有两处口径冲突，修复前不应作为完整输出口径放行：\n\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。该表述容易被执行成交易动作判断，和同文档“不得写交易指令、目标价或收益承诺”的边界冲突。请改为研究状态口径，例如“当前处于观察、等待、回避、补证或不可判断状态”。\n2. `ana-doc/有色案例/有色研报解析方案.md` 对齐表仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。在已引入 `有色行业报告索引.md`、产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单后，该句需要改为“三类视图是分析视角，稳定中文文件是承载形态”，避免后续执行误以为新核心目录违反旧三类文档口径。\n\n是否需要继续修复：\n需要，但修复范围仅限上述两处文档口径，并在执行日志或变更记录中留痕。不需要新增外部资料，不需要重新生成有色分析产物，不需要重启 PASS-017，也不得围绕旧缺口新增同类补证 PASS。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001`\n- 风险口径 1：`ana-doc/研报体系/研报解析架构.md`，“现在能不能买”\n- 风险口径 2：`ana-doc/有色案例/有色研报解析方案.md`，“顶层只允许行业视图、市场视图、公司视图三类核心文档”\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次“需补充”只阻断核心文档结构口径完整通过；不阻断现有有色综合草稿、result_index 和待补资料清单继续作为 DRAFT 过渡入口使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626201846132_f3483d42","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T20:18:46+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626201845828_e9635105","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","turn_id":"019f03de-44f3-78d0-a83b-f58ccea74824","app_server_url":"ws://127.0.0.1:4570"}}
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{"schema_version":"1.0","event_id":"evt_20260626202243782_99e93ff2","event_type":"message.created","message_id":"msg_20260626202243782_447d0e33","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202243782_447d0e33","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T20:22:43+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626201845828_e9635105\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n送审类型：核心文档结构对齐复审修复。\n\n修复背景：\n审核员对 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001` 返回“需补充”，指出两处口径冲突：\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。\n2. `ana-doc/有色案例/有色研报解析方案.md` 仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。\n\n用户同步补充：\n子行业还需要增加市场视角文件，即 `子行业/<子行业>_市场分析.md`。\n\n本轮修复：\n1. `ana-doc/研报体系/研报解析架构.md`\n   - 将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态，什么条件触发状态变化，什么情况需要降级”。\n   - 增加 `子行业/<子行业>_市场分析.md`，并明确其承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n2. `ana-doc/研报体系/研报分析架构.md`\n   - 将核心文档目录、阅读顺序、生产顺序和最低结构同步补入 `子行业/<子行业>_市场分析.md`。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n   - 将对齐表中的“顶层只允许行业视图、市场视图、公司视图三类核心文档”修正为“行业视图、市场视图、公司视图是分析视角；稳定中文文件名和目录是承载形态”。\n   - 将正式输出说明修正为“三类视图是分析视角，不是只能输出三个文件；稳定中文文件名和目录结构是这些视角的承载形态”。\n   - 在有色核心文档清单中为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属补充 `*_市场分析.md`。\n4. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n6. `项目变更记录.md`\n   - 新增 `2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认 `现在能不能买` 和 `顶层只允许` 不再命中。\n3. 已检索确认 `子行业/<子行业>_市场分析.md` 和有色 `*_市场分析.md` 已写入相关方案。\n\n边界：\n1. 本轮只修复文档口径和子行业市场分析文件结构，不补新资料。\n2. 本轮不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n请求复审：\n请复审本轮修复是否解除 `AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001` 的两处阻断口径，并确认子行业市场分析文件纳入核心文档结构是否可作为后续 ana 研报输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626202243803_b4532528","event_type":"message.routed","message_id":"msg_20260626202243782_447d0e33","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202243782_447d0e33","causation_id":"evt_20260626202243782_99e93ff2","parent_message_id":null,"status":"routed","created_at":"2026-06-26T20:22:43+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626201845828_e9635105\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n送审类型：核心文档结构对齐复审修复。\n\n修复背景：\n审核员对 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001` 返回“需补充”，指出两处口径冲突：\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。\n2. `ana-doc/有色案例/有色研报解析方案.md` 仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。\n\n用户同步补充：\n子行业还需要增加市场视角文件，即 `子行业/<子行业>_市场分析.md`。\n\n本轮修复：\n1. `ana-doc/研报体系/研报解析架构.md`\n   - 将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态，什么条件触发状态变化，什么情况需要降级”。\n   - 增加 `子行业/<子行业>_市场分析.md`，并明确其承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n2. `ana-doc/研报体系/研报分析架构.md`\n   - 将核心文档目录、阅读顺序、生产顺序和最低结构同步补入 `子行业/<子行业>_市场分析.md`。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n   - 将对齐表中的“顶层只允许行业视图、市场视图、公司视图三类核心文档”修正为“行业视图、市场视图、公司视图是分析视角；稳定中文文件名和目录是承载形态”。\n   - 将正式输出说明修正为“三类视图是分析视角，不是只能输出三个文件；稳定中文文件名和目录结构是这些视角的承载形态”。\n   - 在有色核心文档清单中为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属补充 `*_市场分析.md`。\n4. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n6. `项目变更记录.md`\n   - 新增 `2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认 `现在能不能买` 和 `顶层只允许` 不再命中。\n3. 已检索确认 `子行业/<子行业>_市场分析.md` 和有色 `*_市场分析.md` 已写入相关方案。\n\n边界：\n1. 本轮只修复文档口径和子行业市场分析文件结构，不补新资料。\n2. 本轮不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n请求复审：\n请复审本轮修复是否解除 `AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001` 的两处阻断口径，并确认子行业市场分析文件纳入核心文档结构是否可作为后续 ana 研报输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626202243823_5d7d054a","event_type":"message.delivered","message_id":"msg_20260626202243782_447d0e33","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202243782_447d0e33","causation_id":"evt_20260626202243803_b4532528","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T20:22:43+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626201845828_e9635105\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n送审类型：核心文档结构对齐复审修复。\n\n修复背景：\n审核员对 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001` 返回“需补充”，指出两处口径冲突：\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。\n2. `ana-doc/有色案例/有色研报解析方案.md` 仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。\n\n用户同步补充：\n子行业还需要增加市场视角文件，即 `子行业/<子行业>_市场分析.md`。\n\n本轮修复：\n1. `ana-doc/研报体系/研报解析架构.md`\n   - 将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态，什么条件触发状态变化，什么情况需要降级”。\n   - 增加 `子行业/<子行业>_市场分析.md`，并明确其承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n2. `ana-doc/研报体系/研报分析架构.md`\n   - 将核心文档目录、阅读顺序、生产顺序和最低结构同步补入 `子行业/<子行业>_市场分析.md`。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n   - 将对齐表中的“顶层只允许行业视图、市场视图、公司视图三类核心文档”修正为“行业视图、市场视图、公司视图是分析视角；稳定中文文件名和目录是承载形态”。\n   - 将正式输出说明修正为“三类视图是分析视角，不是只能输出三个文件；稳定中文文件名和目录结构是这些视角的承载形态”。\n   - 在有色核心文档清单中为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属补充 `*_市场分析.md`。\n4. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n6. `项目变更记录.md`\n   - 新增 `2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认 `现在能不能买` 和 `顶层只允许` 不再命中。\n3. 已检索确认 `子行业/<子行业>_市场分析.md` 和有色 `*_市场分析.md` 已写入相关方案。\n\n边界：\n1. 本轮只修复文档口径和子行业市场分析文件结构，不补新资料。\n2. 本轮不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n请求复审：\n请复审本轮修复是否解除 `AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001` 的两处阻断口径，并确认子行业市场分析文件纳入核心文档结构是否可作为后续 ana 研报输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626202244086_3c4f6bd4","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T20:22:44+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626202243782_447d0e33","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f03e1-e674-7fe3-bf3f-d3c6b4a43376","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626202255333_7085d2e1","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T20:22:55+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626201845828_e9635105","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626201845828_e9635105","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626202529502_9f0ec206","event_type":"message.created","message_id":"msg_20260626202529502_8d44c3db","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202529502_8d44c3db","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T20:25:29+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626202243782_447d0e33\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001\n- related_previous_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n审核结论：通过。\n\n复审结果：\n前序两处阻断口径已解除。\n\n1. `ana-doc/研报体系/研报解析架构.md` 已将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态”等研究状态口径，未再保留交易动作判断。\n2. `ana-doc/有色案例/有色研报解析方案.md` 已明确行业视图、市场视图、公司视图是分析视角，稳定中文文件名和目录是承载形态，解除“三类核心文档”和新核心目录结构之间的误读风险。\n3. `子行业/<子行业>_市场分析.md` 已同步纳入 `研报解析架构.md`、`研报分析架构.md` 和有色方案，并明确承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. `子行业/<子行业>_市场分析.md` 是市场视角承载文件，不是新一轮补资料入口。\n2. 缺资料达到补证上限时，仍应进入行业 `待补资料清单.md` 并降级推进，不应重启同类旧缺口补证 PASS。\n3. 公司页和子行业市场分析可以写投资读法、观察状态、触发条件和失效条件，但不得写成买卖建议、目标价、收益承诺或正式交易指令。\n\n是否需要继续修复：\n不需要 management/admin 或分析员继续修复本轮结构口径。允许该核心文档结构作为后续 `project-info` ana 研报分析和有色案例输出口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001`\n- 父级解析架构：`ana-doc/研报体系/研报解析架构.md`\n- 父级分析架构：`ana-doc/研报体系/研报分析架构.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 父级执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖核心文档结构和输出口径；不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令、收益承诺或对外交付版本。正式输出仍需后续单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626202529525_7c39b6ab","event_type":"message.routed","message_id":"msg_20260626202529502_8d44c3db","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202529502_8d44c3db","causation_id":"evt_20260626202529502_9f0ec206","parent_message_id":null,"status":"routed","created_at":"2026-06-26T20:25:29+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626202243782_447d0e33\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001\n- related_previous_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n审核结论：通过。\n\n复审结果：\n前序两处阻断口径已解除。\n\n1. `ana-doc/研报体系/研报解析架构.md` 已将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态”等研究状态口径，未再保留交易动作判断。\n2. `ana-doc/有色案例/有色研报解析方案.md` 已明确行业视图、市场视图、公司视图是分析视角，稳定中文文件名和目录是承载形态，解除“三类核心文档”和新核心目录结构之间的误读风险。\n3. `子行业/<子行业>_市场分析.md` 已同步纳入 `研报解析架构.md`、`研报分析架构.md` 和有色方案，并明确承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. `子行业/<子行业>_市场分析.md` 是市场视角承载文件，不是新一轮补资料入口。\n2. 缺资料达到补证上限时，仍应进入行业 `待补资料清单.md` 并降级推进，不应重启同类旧缺口补证 PASS。\n3. 公司页和子行业市场分析可以写投资读法、观察状态、触发条件和失效条件，但不得写成买卖建议、目标价、收益承诺或正式交易指令。\n\n是否需要继续修复：\n不需要 management/admin 或分析员继续修复本轮结构口径。允许该核心文档结构作为后续 `project-info` ana 研报分析和有色案例输出口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001`\n- 父级解析架构：`ana-doc/研报体系/研报解析架构.md`\n- 父级分析架构：`ana-doc/研报体系/研报分析架构.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 父级执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖核心文档结构和输出口径；不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令、收益承诺或对外交付版本。正式输出仍需后续单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626202529545_f8ca95e8","event_type":"message.delivered","message_id":"msg_20260626202529502_8d44c3db","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202529502_8d44c3db","causation_id":"evt_20260626202529525_7c39b6ab","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T20:25:29+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626202243782_447d0e33\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001\n- related_previous_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n审核结论：通过。\n\n复审结果：\n前序两处阻断口径已解除。\n\n1. `ana-doc/研报体系/研报解析架构.md` 已将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态”等研究状态口径，未再保留交易动作判断。\n2. `ana-doc/有色案例/有色研报解析方案.md` 已明确行业视图、市场视图、公司视图是分析视角，稳定中文文件名和目录是承载形态，解除“三类核心文档”和新核心目录结构之间的误读风险。\n3. `子行业/<子行业>_市场分析.md` 已同步纳入 `研报解析架构.md`、`研报分析架构.md` 和有色方案，并明确承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. `子行业/<子行业>_市场分析.md` 是市场视角承载文件，不是新一轮补资料入口。\n2. 缺资料达到补证上限时，仍应进入行业 `待补资料清单.md` 并降级推进，不应重启同类旧缺口补证 PASS。\n3. 公司页和子行业市场分析可以写投资读法、观察状态、触发条件和失效条件，但不得写成买卖建议、目标价、收益承诺或正式交易指令。\n\n是否需要继续修复：\n不需要 management/admin 或分析员继续修复本轮结构口径。允许该核心文档结构作为后续 `project-info` ana 研报分析和有色案例输出口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001`\n- 父级解析架构：`ana-doc/研报体系/研报解析架构.md`\n- 父级分析架构：`ana-doc/研报体系/研报分析架构.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 父级执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖核心文档结构和输出口径；不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令、收益承诺或对外交付版本。正式输出仍需后续单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626205055695_77912ee6","event_type":"message.created","message_id":"msg_20260626205055695_2718e75f","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626","correlation_id":"msg_20260626205055695_2718e75f","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T20:50:55+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626\n- related_run: RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001\n- related_case_run: RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001\n\n送审类型：ana 规范维护 / 研报母版和行业方案实施边界复审。\n\n背景：\n用户明确要求：\n1. `ana-doc/研报体系/研报解析架构.md` 是所有研报解析文档的母版和指导思想，以后不能再作为具体行业实施细节的日常修改位置。\n2. 具体行业怎么设计输出文档架构、准备怎么做、怎么实施，均以行业本地方案文档为准。\n3. 有色案例应以 `ana-doc/有色案例/有色研报解析方案.md` 作为具体实施指导性文档。\n\n本轮修改：\n1. `ana-doc/案例分析规范.md`\n   - 新增“母版和行业方案的边界必须严格区分”。\n   - 明确 `研报体系/研报解析架构.md` 是指导思想和方法母版，默认不作为具体行业输出结构、文件清单或执行细节的日常修改位置。\n   - 明确具体行业输出文档架构、子行业拆分、公司范围、数据表、暗线入口和执行策略，必须以本地 `<行业>研报解析方案.md` 为准。\n   - 明确后续用户要求调整某行业输出结构时，先修改行业本地方案并提交方案复审，不直接修改母版。\n2. `ana-doc/案例审核规范.md`\n   - 新增审核口径：审核时必须区分研报方法母版和行业本地方案。\n   - 明确审核员发现行业输出结构不清时，应要求修复行业方案和案例设计，不应直接要求修改 `研报解析架构.md`。\n   - 明确行业个案的输出结构调整默认触发行业方案或案例设计复审，不默认触发母版复审。\n3. `ana-doc/目录导读.md`\n   - 新增说明：`研报解析架构.md` 不因单个行业的输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改。\n4. `ana-doc/有色案例/有色研报解析方案.md`\n   - 在“母版继承”章节新增执行边界：有色具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准。\n   - 在方案维护记录新增“母版和方案边界修正”。\n5. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`。\n6. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001`。\n7. `项目变更记录.md`\n   - 新增 `2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界`。\n\n自检：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认父级分析规范、审核规范、目录导读和有色方案均写入该边界。\n3. 本轮未修改 `ana-doc/研报体系/研报解析架构.md`。当前工作区中该文件仍显示修改，是前序已通过的核心文档结构对齐变更，不属于本轮新增修改。\n\n边界：\n1. 本轮不生成新的有色核心文档正文。\n2. 本轮不补新资料，不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮只确立后续规范边界：母版是指导思想，行业方案是具体实施依据。\n\n请求复审：\n请审核本轮“研报母版和行业方案实施边界”规则是否可作为后续 project-info ana 研报分析和有色案例执行口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626205055717_3a7cc9c1","event_type":"message.routed","message_id":"msg_20260626205055695_2718e75f","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626","correlation_id":"msg_20260626205055695_2718e75f","causation_id":"evt_20260626205055695_77912ee6","parent_message_id":null,"status":"routed","created_at":"2026-06-26T20:50:55+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626\n- related_run: RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001\n- related_case_run: RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001\n\n送审类型：ana 规范维护 / 研报母版和行业方案实施边界复审。\n\n背景：\n用户明确要求：\n1. `ana-doc/研报体系/研报解析架构.md` 是所有研报解析文档的母版和指导思想，以后不能再作为具体行业实施细节的日常修改位置。\n2. 具体行业怎么设计输出文档架构、准备怎么做、怎么实施，均以行业本地方案文档为准。\n3. 有色案例应以 `ana-doc/有色案例/有色研报解析方案.md` 作为具体实施指导性文档。\n\n本轮修改：\n1. `ana-doc/案例分析规范.md`\n   - 新增“母版和行业方案的边界必须严格区分”。\n   - 明确 `研报体系/研报解析架构.md` 是指导思想和方法母版，默认不作为具体行业输出结构、文件清单或执行细节的日常修改位置。\n   - 明确具体行业输出文档架构、子行业拆分、公司范围、数据表、暗线入口和执行策略，必须以本地 `<行业>研报解析方案.md` 为准。\n   - 明确后续用户要求调整某行业输出结构时，先修改行业本地方案并提交方案复审，不直接修改母版。\n2. `ana-doc/案例审核规范.md`\n   - 新增审核口径：审核时必须区分研报方法母版和行业本地方案。\n   - 明确审核员发现行业输出结构不清时，应要求修复行业方案和案例设计，不应直接要求修改 `研报解析架构.md`。\n   - 明确行业个案的输出结构调整默认触发行业方案或案例设计复审，不默认触发母版复审。\n3. `ana-doc/目录导读.md`\n   - 新增说明：`研报解析架构.md` 不因单个行业的输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改。\n4. `ana-doc/有色案例/有色研报解析方案.md`\n   - 在“母版继承”章节新增执行边界：有色具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准。\n   - 在方案维护记录新增“母版和方案边界修正”。\n5. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`。\n6. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001`。\n7. `项目变更记录.md`\n   - 新增 `2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界`。\n\n自检：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认父级分析规范、审核规范、目录导读和有色方案均写入该边界。\n3. 本轮未修改 `ana-doc/研报体系/研报解析架构.md`。当前工作区中该文件仍显示修改，是前序已通过的核心文档结构对齐变更，不属于本轮新增修改。\n\n边界：\n1. 本轮不生成新的有色核心文档正文。\n2. 本轮不补新资料，不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮只确立后续规范边界：母版是指导思想，行业方案是具体实施依据。\n\n请求复审：\n请审核本轮“研报母版和行业方案实施边界”规则是否可作为后续 project-info ana 研报分析和有色案例执行口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626205055738_6e65a8ef","event_type":"message.delivered","message_id":"msg_20260626205055695_2718e75f","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626","correlation_id":"msg_20260626205055695_2718e75f","causation_id":"evt_20260626205055717_3a7cc9c1","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T20:50:55+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626\n- related_run: RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001\n- related_case_run: RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001\n\n送审类型：ana 规范维护 / 研报母版和行业方案实施边界复审。\n\n背景：\n用户明确要求：\n1. `ana-doc/研报体系/研报解析架构.md` 是所有研报解析文档的母版和指导思想，以后不能再作为具体行业实施细节的日常修改位置。\n2. 具体行业怎么设计输出文档架构、准备怎么做、怎么实施，均以行业本地方案文档为准。\n3. 有色案例应以 `ana-doc/有色案例/有色研报解析方案.md` 作为具体实施指导性文档。\n\n本轮修改：\n1. `ana-doc/案例分析规范.md`\n   - 新增“母版和行业方案的边界必须严格区分”。\n   - 明确 `研报体系/研报解析架构.md` 是指导思想和方法母版，默认不作为具体行业输出结构、文件清单或执行细节的日常修改位置。\n   - 明确具体行业输出文档架构、子行业拆分、公司范围、数据表、暗线入口和执行策略，必须以本地 `<行业>研报解析方案.md` 为准。\n   - 明确后续用户要求调整某行业输出结构时，先修改行业本地方案并提交方案复审，不直接修改母版。\n2. `ana-doc/案例审核规范.md`\n   - 新增审核口径：审核时必须区分研报方法母版和行业本地方案。\n   - 明确审核员发现行业输出结构不清时，应要求修复行业方案和案例设计，不应直接要求修改 `研报解析架构.md`。\n   - 明确行业个案的输出结构调整默认触发行业方案或案例设计复审，不默认触发母版复审。\n3. `ana-doc/目录导读.md`\n   - 新增说明：`研报解析架构.md` 不因单个行业的输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改。\n4. `ana-doc/有色案例/有色研报解析方案.md`\n   - 在“母版继承”章节新增执行边界：有色具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准。\n   - 在方案维护记录新增“母版和方案边界修正”。\n5. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`。\n6. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001`。\n7. `项目变更记录.md`\n   - 新增 `2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界`。\n\n自检：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认父级分析规范、审核规范、目录导读和有色方案均写入该边界。\n3. 本轮未修改 `ana-doc/研报体系/研报解析架构.md`。当前工作区中该文件仍显示修改，是前序已通过的核心文档结构对齐变更，不属于本轮新增修改。\n\n边界：\n1. 本轮不生成新的有色核心文档正文。\n2. 本轮不补新资料，不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮只确立后续规范边界：母版是指导思想，行业方案是具体实施依据。\n\n请求复审：\n请审核本轮“研报母版和行业方案实施边界”规则是否可作为后续 project-info ana 研报分析和有色案例执行口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626205318947_6a6c2417","event_type":"message.created","message_id":"msg_20260626205318947_a2d520a6","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626","correlation_id":"msg_20260626205318947_a2d520a6","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T20:53:18+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626\n- correlation_id: msg_20260626205055695_2718e75f\n- related_audit: AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001\n\n审核结论：通过。\n\n复审结果：\n本轮“研报母版和行业方案实施边界”规则可以作为后续 `project-info` ana 研报分析和有色案例执行口径使用。\n\n核查结论：\n1. `ana-doc/案例分析规范.md` 已明确 `研报体系/研报解析架构.md` 是指导思想和方法母版，具体行业输出结构、文件清单和执行细节默认落到 `<行业>研报解析方案.md`。\n2. `ana-doc/案例审核规范.md` 已明确审核员发现行业输出结构不清时，应要求修复行业本地方案和案例设计，不应直接要求修改 `研报解析架构.md`。\n3. `ana-doc/目录导读.md` 已说明方法母版不因单个行业输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改。\n4. `ana-doc/有色案例/有色研报解析方案.md` 已明确有色具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准。\n5. 父级总纲、设计审核、执行日志、执行审核、问题闭环、结论回写和证据边界没有被削弱。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续行业个案的输出结构、子行业文件、公司文件、数据表入口和暗线入口调整，默认提交行业方案或案例设计复审，不直接要求改 `研报解析架构.md`。\n2. 若确需修改 `研报解析架构.md`，必须明确属于跨行业长期规则，并单独说明母版级影响范围后提交母版级复审。\n3. 后续有色审核仍需按 `ana-doc/有色案例/案例审核规范.md` 先读取本目录 `案例分析规范.md`，再判断分析员是否按有色本地规范执行。\n\n是否需要继续修复：\n不需要。本轮规则可生效。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001`\n- 父级分析规范：`ana-doc/案例分析规范.md`\n- 父级审核规范：`ana-doc/案例审核规范.md`\n- 父级目录导读：`ana-doc/目录导读.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 父级执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖规范边界，不生成新的有色核心文档正文，不补新资料，不重启 PASS-017，不新增同类补证 PASS，也不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626205318970_24364d20","event_type":"message.routed","message_id":"msg_20260626205318947_a2d520a6","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626","correlation_id":"msg_20260626205318947_a2d520a6","causation_id":"evt_20260626205318947_6a6c2417","parent_message_id":null,"status":"routed","created_at":"2026-06-26T20:53:18+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626\n- correlation_id: msg_20260626205055695_2718e75f\n- related_audit: AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001\n\n审核结论：通过。\n\n复审结果：\n本轮“研报母版和行业方案实施边界”规则可以作为后续 `project-info` ana 研报分析和有色案例执行口径使用。\n\n核查结论：\n1. `ana-doc/案例分析规范.md` 已明确 `研报体系/研报解析架构.md` 是指导思想和方法母版，具体行业输出结构、文件清单和执行细节默认落到 `<行业>研报解析方案.md`。\n2. `ana-doc/案例审核规范.md` 已明确审核员发现行业输出结构不清时，应要求修复行业本地方案和案例设计，不应直接要求修改 `研报解析架构.md`。\n3. `ana-doc/目录导读.md` 已说明方法母版不因单个行业输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改。\n4. `ana-doc/有色案例/有色研报解析方案.md` 已明确有色具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准。\n5. 父级总纲、设计审核、执行日志、执行审核、问题闭环、结论回写和证据边界没有被削弱。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续行业个案的输出结构、子行业文件、公司文件、数据表入口和暗线入口调整，默认提交行业方案或案例设计复审，不直接要求改 `研报解析架构.md`。\n2. 若确需修改 `研报解析架构.md`，必须明确属于跨行业长期规则，并单独说明母版级影响范围后提交母版级复审。\n3. 后续有色审核仍需按 `ana-doc/有色案例/案例审核规范.md` 先读取本目录 `案例分析规范.md`，再判断分析员是否按有色本地规范执行。\n\n是否需要继续修复：\n不需要。本轮规则可生效。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001`\n- 父级分析规范：`ana-doc/案例分析规范.md`\n- 父级审核规范：`ana-doc/案例审核规范.md`\n- 父级目录导读：`ana-doc/目录导读.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 父级执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖规范边界，不生成新的有色核心文档正文，不补新资料，不重启 PASS-017，不新增同类补证 PASS，也不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626205318992_9f0bd0b5","event_type":"message.delivered","message_id":"msg_20260626205318947_a2d520a6","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626","correlation_id":"msg_20260626205318947_a2d520a6","causation_id":"evt_20260626205318970_24364d20","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T20:53:18+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626\n- correlation_id: msg_20260626205055695_2718e75f\n- related_audit: AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001\n\n审核结论：通过。\n\n复审结果：\n本轮“研报母版和行业方案实施边界”规则可以作为后续 `project-info` ana 研报分析和有色案例执行口径使用。\n\n核查结论：\n1. `ana-doc/案例分析规范.md` 已明确 `研报体系/研报解析架构.md` 是指导思想和方法母版，具体行业输出结构、文件清单和执行细节默认落到 `<行业>研报解析方案.md`。\n2. `ana-doc/案例审核规范.md` 已明确审核员发现行业输出结构不清时，应要求修复行业本地方案和案例设计，不应直接要求修改 `研报解析架构.md`。\n3. `ana-doc/目录导读.md` 已说明方法母版不因单个行业输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改。\n4. `ana-doc/有色案例/有色研报解析方案.md` 已明确有色具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准。\n5. 父级总纲、设计审核、执行日志、执行审核、问题闭环、结论回写和证据边界没有被削弱。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续行业个案的输出结构、子行业文件、公司文件、数据表入口和暗线入口调整，默认提交行业方案或案例设计复审，不直接要求改 `研报解析架构.md`。\n2. 若确需修改 `研报解析架构.md`，必须明确属于跨行业长期规则，并单独说明母版级影响范围后提交母版级复审。\n3. 后续有色审核仍需按 `ana-doc/有色案例/案例审核规范.md` 先读取本目录 `案例分析规范.md`，再判断分析员是否按有色本地规范执行。\n\n是否需要继续修复：\n不需要。本轮规则可生效。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001`\n- 父级分析规范：`ana-doc/案例分析规范.md`\n- 父级审核规范：`ana-doc/案例审核规范.md`\n- 父级目录导读：`ana-doc/目录导读.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 父级执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖规范边界，不生成新的有色核心文档正文，不补新资料，不重启 PASS-017，不新增同类补证 PASS，也不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626205400518_bbc98f4b","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T20:54:00+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626205318947_a2d520a6","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626205318947_a2d520a6","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626210205891_ae331d5e","event_type":"message.created","message_id":"msg_20260626210205891_0c5e4de6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626","correlation_id":"msg_20260626210205891_0c5e4de6","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T21:02:05+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626\n- related_run: RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001\n- related_case: ANA-YS-INDUSTRY-001\n\n送审类型：有色本地方案复审 / 用户核心阅读结构收敛。\n\n背景：\n用户从阅读角度确认：不需要把 `有色行业报告索引.md`、公司横向同步总表、数据表索引、暗线总表、公开信息补充清单、公开信息抓取方案和待补资料清单列入核心输出文档。核心输出应更直接，保留两个总览、子行业三件套和单公司页。\n\n本轮修改：\n1. `ana-doc/有色案例/有色研报解析方案.md`\n   - 更新“6.0 有色核心文档目录结构”。\n   - 将核心阅读结构收敛为：\n     - `有色的产业链总览.md`\n     - `有色的市场情况总览.md`\n     - `子行业/<金属或板块>_总览.md`\n     - `子行业/<金属或板块>_详细介绍.md`\n     - `子行业/<金属或板块>_市场分析.md`\n     - `公司/<公司名>.md`\n   - 明确用户阅读顺序：两个总览 -> 子行业总览 -> 子行业详细介绍 -> 子行业市场分析 -> 单公司页。\n   - 明确内部支撑材料不纳入用户核心阅读结构，包括行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单。\n   - 明确这些内部支撑材料仍可作为 result_index、证据链、审核或后续补证入口存在，但不作为用户核心输出文档。\n   - 维护记录新增“用户核心阅读结构收敛”。\n2. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001`。\n\n自检：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 本轮只修改有色本地方案和有色执行日志，未修改 `ana-doc/研报体系/研报解析架构.md`。\n\n边界：\n1. 本轮不生成新核心文档正文。\n2. 本轮不补新资料，不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n\n请求复审：\n请审核该有色用户核心阅读结构收敛是否可作为后续 ANA-YS-INDUSTRY-001 的具体输出方案口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626210205914_4e5aa4df","event_type":"message.routed","message_id":"msg_20260626210205891_0c5e4de6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626","correlation_id":"msg_20260626210205891_0c5e4de6","causation_id":"evt_20260626210205891_ae331d5e","parent_message_id":null,"status":"routed","created_at":"2026-06-26T21:02:05+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626\n- related_run: RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001\n- related_case: ANA-YS-INDUSTRY-001\n\n送审类型：有色本地方案复审 / 用户核心阅读结构收敛。\n\n背景：\n用户从阅读角度确认：不需要把 `有色行业报告索引.md`、公司横向同步总表、数据表索引、暗线总表、公开信息补充清单、公开信息抓取方案和待补资料清单列入核心输出文档。核心输出应更直接，保留两个总览、子行业三件套和单公司页。\n\n本轮修改：\n1. `ana-doc/有色案例/有色研报解析方案.md`\n   - 更新“6.0 有色核心文档目录结构”。\n   - 将核心阅读结构收敛为：\n     - `有色的产业链总览.md`\n     - `有色的市场情况总览.md`\n     - `子行业/<金属或板块>_总览.md`\n     - `子行业/<金属或板块>_详细介绍.md`\n     - `子行业/<金属或板块>_市场分析.md`\n     - `公司/<公司名>.md`\n   - 明确用户阅读顺序：两个总览 -> 子行业总览 -> 子行业详细介绍 -> 子行业市场分析 -> 单公司页。\n   - 明确内部支撑材料不纳入用户核心阅读结构，包括行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单。\n   - 明确这些内部支撑材料仍可作为 result_index、证据链、审核或后续补证入口存在，但不作为用户核心输出文档。\n   - 维护记录新增“用户核心阅读结构收敛”。\n2. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001`。\n\n自检：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 本轮只修改有色本地方案和有色执行日志，未修改 `ana-doc/研报体系/研报解析架构.md`。\n\n边界：\n1. 本轮不生成新核心文档正文。\n2. 本轮不补新资料，不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n\n请求复审：\n请审核该有色用户核心阅读结构收敛是否可作为后续 ANA-YS-INDUSTRY-001 的具体输出方案口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626210205935_fb67310e","event_type":"message.delivered","message_id":"msg_20260626210205891_0c5e4de6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626","correlation_id":"msg_20260626210205891_0c5e4de6","causation_id":"evt_20260626210205914_4e5aa4df","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T21:02:05+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626\n- related_run: RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001\n- related_case: ANA-YS-INDUSTRY-001\n\n送审类型：有色本地方案复审 / 用户核心阅读结构收敛。\n\n背景：\n用户从阅读角度确认：不需要把 `有色行业报告索引.md`、公司横向同步总表、数据表索引、暗线总表、公开信息补充清单、公开信息抓取方案和待补资料清单列入核心输出文档。核心输出应更直接，保留两个总览、子行业三件套和单公司页。\n\n本轮修改：\n1. `ana-doc/有色案例/有色研报解析方案.md`\n   - 更新“6.0 有色核心文档目录结构”。\n   - 将核心阅读结构收敛为：\n     - `有色的产业链总览.md`\n     - `有色的市场情况总览.md`\n     - `子行业/<金属或板块>_总览.md`\n     - `子行业/<金属或板块>_详细介绍.md`\n     - `子行业/<金属或板块>_市场分析.md`\n     - `公司/<公司名>.md`\n   - 明确用户阅读顺序：两个总览 -> 子行业总览 -> 子行业详细介绍 -> 子行业市场分析 -> 单公司页。\n   - 明确内部支撑材料不纳入用户核心阅读结构，包括行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单。\n   - 明确这些内部支撑材料仍可作为 result_index、证据链、审核或后续补证入口存在，但不作为用户核心输出文档。\n   - 维护记录新增“用户核心阅读结构收敛”。\n2. `ana-doc/有色案例/案例执行日志.md`\n   - 新增 `RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001`。\n\n自检：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 本轮只修改有色本地方案和有色执行日志，未修改 `ana-doc/研报体系/研报解析架构.md`。\n\n边界：\n1. 本轮不生成新核心文档正文。\n2. 本轮不补新资料，不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n\n请求复审：\n请审核该有色用户核心阅读结构收敛是否可作为后续 ANA-YS-INDUSTRY-001 的具体输出方案口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626210206237_5150fd20","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T21:02:06+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626210205891_0c5e4de6","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f0405-f19c-79d0-91a8-e8bb5a02c6e7","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626210507512_a75729ee","event_type":"message.created","message_id":"msg_20260626210507512_4d330daa","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626","correlation_id":"msg_20260626210507512_4d330daa","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T21:05:07+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626\n- correlation_id: msg_20260626210205891_0c5e4de6\n- related_audit: AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001\n\n审核结论：通过。\n\n前置阅读：\n已按有色本地审核规范要求，先读取 `ana-doc/有色案例/案例分析规范.md`。该规范要求有色行业范围、细分方向、核心变量、输出文档和专属表统一维护到 `有色研报解析方案.md`，因此本次在有色本地方案中收敛用户核心阅读结构是合适的处理路径。\n\n复审结果：\n1. `ana-doc/有色案例/有色研报解析方案.md` 已将用户核心阅读结构收敛为两个总览、子行业三件套和单公司页。\n2. 用户阅读顺序已明确为：`有色的产业链总览.md` / `有色的市场情况总览.md` -> 子行业总览 -> 子行业详细介绍 -> 子行业市场分析 -> 单公司页。\n3. 行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单已降为内部支撑、证据链、审核或后续补证入口，不再作为用户核心输出文档。\n4. 本轮未修改 `ana-doc/研报体系/研报解析架构.md`，符合“行业具体输出结构以行业本地方案为准”的边界。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 内部支撑材料不进入用户核心阅读结构，不代表可以省略证据链、manifest、数据表、暗线分账、待补资料清单或审核入口。\n2. 后续正式生成用户核心阅读文件时，仍需在 `result_index.md` 中提供必要入口。\n3. 单公司页仍不得写成买入、卖出、目标价、收益承诺或交易指令。\n\n是否需要继续修复：\n不需要。允许该有色用户核心阅读结构收敛作为后续 `ANA-YS-INDUSTRY-001` 的具体输出方案口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001`\n- 有色分析规范：`ana-doc/有色案例/案例分析规范.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖有色本地方案中的用户核心阅读结构口径；不生成新核心文档正文，不补新资料，不重启 PASS-017，不新增同类补证 PASS，不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626210507536_fb39246c","event_type":"message.routed","message_id":"msg_20260626210507512_4d330daa","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626","correlation_id":"msg_20260626210507512_4d330daa","causation_id":"evt_20260626210507512_a75729ee","parent_message_id":null,"status":"routed","created_at":"2026-06-26T21:05:07+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626\n- correlation_id: msg_20260626210205891_0c5e4de6\n- related_audit: AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001\n\n审核结论：通过。\n\n前置阅读：\n已按有色本地审核规范要求，先读取 `ana-doc/有色案例/案例分析规范.md`。该规范要求有色行业范围、细分方向、核心变量、输出文档和专属表统一维护到 `有色研报解析方案.md`，因此本次在有色本地方案中收敛用户核心阅读结构是合适的处理路径。\n\n复审结果：\n1. `ana-doc/有色案例/有色研报解析方案.md` 已将用户核心阅读结构收敛为两个总览、子行业三件套和单公司页。\n2. 用户阅读顺序已明确为：`有色的产业链总览.md` / `有色的市场情况总览.md` -> 子行业总览 -> 子行业详细介绍 -> 子行业市场分析 -> 单公司页。\n3. 行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单已降为内部支撑、证据链、审核或后续补证入口，不再作为用户核心输出文档。\n4. 本轮未修改 `ana-doc/研报体系/研报解析架构.md`，符合“行业具体输出结构以行业本地方案为准”的边界。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 内部支撑材料不进入用户核心阅读结构，不代表可以省略证据链、manifest、数据表、暗线分账、待补资料清单或审核入口。\n2. 后续正式生成用户核心阅读文件时，仍需在 `result_index.md` 中提供必要入口。\n3. 单公司页仍不得写成买入、卖出、目标价、收益承诺或交易指令。\n\n是否需要继续修复：\n不需要。允许该有色用户核心阅读结构收敛作为后续 `ANA-YS-INDUSTRY-001` 的具体输出方案口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001`\n- 有色分析规范：`ana-doc/有色案例/案例分析规范.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖有色本地方案中的用户核心阅读结构口径；不生成新核心文档正文，不补新资料，不重启 PASS-017，不新增同类补证 PASS，不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626210507558_8d4c23b5","event_type":"message.delivered","message_id":"msg_20260626210507512_4d330daa","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626","correlation_id":"msg_20260626210507512_4d330daa","causation_id":"evt_20260626210507536_fb39246c","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T21:05:07+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626\n- correlation_id: msg_20260626210205891_0c5e4de6\n- related_audit: AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001\n\n审核结论：通过。\n\n前置阅读：\n已按有色本地审核规范要求，先读取 `ana-doc/有色案例/案例分析规范.md`。该规范要求有色行业范围、细分方向、核心变量、输出文档和专属表统一维护到 `有色研报解析方案.md`，因此本次在有色本地方案中收敛用户核心阅读结构是合适的处理路径。\n\n复审结果：\n1. `ana-doc/有色案例/有色研报解析方案.md` 已将用户核心阅读结构收敛为两个总览、子行业三件套和单公司页。\n2. 用户阅读顺序已明确为：`有色的产业链总览.md` / `有色的市场情况总览.md` -> 子行业总览 -> 子行业详细介绍 -> 子行业市场分析 -> 单公司页。\n3. 行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单已降为内部支撑、证据链、审核或后续补证入口，不再作为用户核心输出文档。\n4. 本轮未修改 `ana-doc/研报体系/研报解析架构.md`，符合“行业具体输出结构以行业本地方案为准”的边界。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 内部支撑材料不进入用户核心阅读结构，不代表可以省略证据链、manifest、数据表、暗线分账、待补资料清单或审核入口。\n2. 后续正式生成用户核心阅读文件时，仍需在 `result_index.md` 中提供必要入口。\n3. 单公司页仍不得写成买入、卖出、目标价、收益承诺或交易指令。\n\n是否需要继续修复：\n不需要。允许该有色用户核心阅读结构收敛作为后续 `ANA-YS-INDUSTRY-001` 的具体输出方案口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001`\n- 有色分析规范：`ana-doc/有色案例/案例分析规范.md`\n- 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n- 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖有色本地方案中的用户核心阅读结构口径；不生成新核心文档正文，不补新资料，不重启 PASS-017，不新增同类补证 PASS，不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626210507833_692b0239","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T21:05:07+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626210507512_4d330daa","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","lease_id":"lease_20260626210507831_baad3ade","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626210507861_88d4bdd6","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T21:05:07+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626210507512_4d330daa","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","turn_id":"019f0408-b713-7953-bd74-324716bdcc9d","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626210519373_5c8c53a7","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T21:05:19+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626210205891_0c5e4de6","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260626210205891_0c5e4de6","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626210551678_0faca92d","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T21:05:51+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626210507512_4d330daa","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626210507512_4d330daa","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626231724598_6e966106","event_type":"message.created","message_id":"msg_20260626231724598_a864bd1e","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626","correlation_id":"msg_20260626231724598_a864bd1e","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T23:17:24+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n- correlation_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n\n送审事项：新增 ana 送审来源聊天记录轻量入口规则，避免送审缺少用户原始要求，同时避免层层加码。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：本会话中用户围绕“送审必须包含原始聊天记录上下文”的追问和规则要求。\n- 用户原始要求摘要：\n  1. 用户指出全局规范要求送审上下文包含聊天记录且是原始聊天记录，询问为什么此前送审没有这么做。\n  2. 用户要求明确以后怎么避免这种偏差。\n  3. 用户确认可以把规则写入 ana-doc 规范，让其他案例分析员也这么做，但明确不希望层层加码。\n- 本次变更对应关系：\n  1. 在分析规范中新增“来源聊天记录轻量入口”，要求送审必须提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系。\n  2. 明确长聊天不需要全文粘贴到送审消息，可通过 MB-X message_id、会话 marker、原始聊天导出路径、管理系统消息记录路径或等价稳定入口追溯。\n  3. 明确长期案例连续小修可复用既有来源入口，只补新增用户要求或新增消息范围。\n  4. 明确只有来源缺失、不可打开、范围不清或目标与用户原文不一致时才退回；错别字、格式、链接等小修不得要求新建完整聊天证据包。\n\n变更文件：\n1. `ana-doc/案例分析规范.md`\n   - 新增 `5.0A 来源聊天记录轻量入口`。\n   - 明确来源入口最低要求和反加码边界。\n2. `ana-doc/案例审核规范.md`\n   - 新增 `来源聊天记录审核口径`。\n   - 明确审核员应核查来源入口、覆盖范围、用户原始要求摘要和变更对应关系。\n   - 明确不得要求全文粘贴长聊天，不得因小修未新建完整聊天证据包而退回。\n3. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001`。\n4. `项目变更记录.md`\n   - 新增 `2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则`。\n\n自检结果：\n- `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n\n边界声明：\n1. 本次只修改 ana 父级案例分析/审核规范、执行日志和项目变更记录。\n2. 不修改 `ana-doc/研报体系/研报解析架构.md`。\n3. 不要求历史全部送审重跑或补全完整聊天证据包。\n4. 不要求后续每次格式小修、错别字修复、链接修复新建完整聊天证据包。\n5. 不生成有色新核心文档，不补新资料，不重启 PASS-017，不新增同类补证 PASS，不把任何 DRAFT 输出升级为正式结论。\n\n请求审核：\n请审核本次“送审来源聊天记录轻量入口”规则是否可以作为后续 project-info ana 案例分析、送审和审核口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626231724621_e00739bb","event_type":"message.routed","message_id":"msg_20260626231724598_a864bd1e","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626","correlation_id":"msg_20260626231724598_a864bd1e","causation_id":"evt_20260626231724598_6e966106","parent_message_id":null,"status":"routed","created_at":"2026-06-26T23:17:24+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n- correlation_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n\n送审事项：新增 ana 送审来源聊天记录轻量入口规则，避免送审缺少用户原始要求，同时避免层层加码。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：本会话中用户围绕“送审必须包含原始聊天记录上下文”的追问和规则要求。\n- 用户原始要求摘要：\n  1. 用户指出全局规范要求送审上下文包含聊天记录且是原始聊天记录，询问为什么此前送审没有这么做。\n  2. 用户要求明确以后怎么避免这种偏差。\n  3. 用户确认可以把规则写入 ana-doc 规范，让其他案例分析员也这么做，但明确不希望层层加码。\n- 本次变更对应关系：\n  1. 在分析规范中新增“来源聊天记录轻量入口”，要求送审必须提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系。\n  2. 明确长聊天不需要全文粘贴到送审消息，可通过 MB-X message_id、会话 marker、原始聊天导出路径、管理系统消息记录路径或等价稳定入口追溯。\n  3. 明确长期案例连续小修可复用既有来源入口，只补新增用户要求或新增消息范围。\n  4. 明确只有来源缺失、不可打开、范围不清或目标与用户原文不一致时才退回；错别字、格式、链接等小修不得要求新建完整聊天证据包。\n\n变更文件：\n1. `ana-doc/案例分析规范.md`\n   - 新增 `5.0A 来源聊天记录轻量入口`。\n   - 明确来源入口最低要求和反加码边界。\n2. `ana-doc/案例审核规范.md`\n   - 新增 `来源聊天记录审核口径`。\n   - 明确审核员应核查来源入口、覆盖范围、用户原始要求摘要和变更对应关系。\n   - 明确不得要求全文粘贴长聊天，不得因小修未新建完整聊天证据包而退回。\n3. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001`。\n4. `项目变更记录.md`\n   - 新增 `2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则`。\n\n自检结果：\n- `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n\n边界声明：\n1. 本次只修改 ana 父级案例分析/审核规范、执行日志和项目变更记录。\n2. 不修改 `ana-doc/研报体系/研报解析架构.md`。\n3. 不要求历史全部送审重跑或补全完整聊天证据包。\n4. 不要求后续每次格式小修、错别字修复、链接修复新建完整聊天证据包。\n5. 不生成有色新核心文档，不补新资料，不重启 PASS-017，不新增同类补证 PASS，不把任何 DRAFT 输出升级为正式结论。\n\n请求审核：\n请审核本次“送审来源聊天记录轻量入口”规则是否可以作为后续 project-info ana 案例分析、送审和审核口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626231724644_42e42762","event_type":"message.delivered","message_id":"msg_20260626231724598_a864bd1e","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626","correlation_id":"msg_20260626231724598_a864bd1e","causation_id":"evt_20260626231724621_e00739bb","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T23:17:24+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n- correlation_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n\n送审事项：新增 ana 送审来源聊天记录轻量入口规则，避免送审缺少用户原始要求，同时避免层层加码。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：本会话中用户围绕“送审必须包含原始聊天记录上下文”的追问和规则要求。\n- 用户原始要求摘要：\n  1. 用户指出全局规范要求送审上下文包含聊天记录且是原始聊天记录，询问为什么此前送审没有这么做。\n  2. 用户要求明确以后怎么避免这种偏差。\n  3. 用户确认可以把规则写入 ana-doc 规范，让其他案例分析员也这么做，但明确不希望层层加码。\n- 本次变更对应关系：\n  1. 在分析规范中新增“来源聊天记录轻量入口”，要求送审必须提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系。\n  2. 明确长聊天不需要全文粘贴到送审消息，可通过 MB-X message_id、会话 marker、原始聊天导出路径、管理系统消息记录路径或等价稳定入口追溯。\n  3. 明确长期案例连续小修可复用既有来源入口，只补新增用户要求或新增消息范围。\n  4. 明确只有来源缺失、不可打开、范围不清或目标与用户原文不一致时才退回；错别字、格式、链接等小修不得要求新建完整聊天证据包。\n\n变更文件：\n1. `ana-doc/案例分析规范.md`\n   - 新增 `5.0A 来源聊天记录轻量入口`。\n   - 明确来源入口最低要求和反加码边界。\n2. `ana-doc/案例审核规范.md`\n   - 新增 `来源聊天记录审核口径`。\n   - 明确审核员应核查来源入口、覆盖范围、用户原始要求摘要和变更对应关系。\n   - 明确不得要求全文粘贴长聊天，不得因小修未新建完整聊天证据包而退回。\n3. `ana-doc/案例执行日志.md`\n   - 新增 `RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001`。\n4. `项目变更记录.md`\n   - 新增 `2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则`。\n\n自检结果：\n- `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n\n边界声明：\n1. 本次只修改 ana 父级案例分析/审核规范、执行日志和项目变更记录。\n2. 不修改 `ana-doc/研报体系/研报解析架构.md`。\n3. 不要求历史全部送审重跑或补全完整聊天证据包。\n4. 不要求后续每次格式小修、错别字修复、链接修复新建完整聊天证据包。\n5. 不生成有色新核心文档，不补新资料，不重启 PASS-017，不新增同类补证 PASS，不把任何 DRAFT 输出升级为正式结论。\n\n请求审核：\n请审核本次“送审来源聊天记录轻量入口”规则是否可以作为后续 project-info ana 案例分析、送审和审核口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626232058333_159a892f","event_type":"message.created","message_id":"msg_20260626232058333_f34cb085","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626","correlation_id":"msg_20260626232058333_f34cb085","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T23:20:58+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n- correlation_id: msg_20260626231724598_a864bd1e\n- related_audit: AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001\n\n审核结论：通过。\n\n来源入口核查：\n1. 送审给出的来源入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c` 可反查到 MB-X 运行记录。\n2. 运行记录指向分析员 Codex 会话文件。\n3. 抽查会话文件，能定位到用户关于“送审必须包含原始聊天记录”“为什么此前没做”“怎么避免偏差”“不希望层层加码”的原始消息。\n\n用户原文意思对齐：\n1. 用户要求送审上下文能追溯原始聊天记录，本次规则要求提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系，匹配。\n2. 用户要求避免以后继续偏差，本次规则把来源聊天记录入口写入分析规范和审核规范，匹配。\n3. 用户要求写入 ana-doc，但不希望层层加码，本次规则明确不要求全文粘贴长聊天、长期案例可复用既有入口、小修不得因未新建完整聊天证据包而退回，匹配。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续送审如果能给出具体 MB-X `message_id`，优先给 message_id；会话 marker 可用，但应尽量附覆盖时间范围或消息范围，减少审核员搜索成本。\n2. 该规则是来源入口闸门，不是新建繁重证据包的理由；审核员不得把它扩展成每次小修都要求完整聊天导出。\n3. 摘要和原文冲突时，仍必须以用户原文为准。\n\n是否需要继续修复：\n不需要。允许“送审来源聊天记录轻量入口”规则作为后续 `project-info` ana 案例分析、送审和审核口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001`\n- 分析规范：`ana-doc/案例分析规范.md`，`5.0A 来源聊天记录轻量入口`\n- 审核规范：`ana-doc/案例审核规范.md`，`来源聊天记录审核口径`\n- 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖送审来源聊天记录轻量入口规则；不要求历史全部重跑或补建完整聊天证据包，不要求后续小修新建完整聊天证据包，不补资料、不重启 PASS、不升级任何 DRAFT 输出。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626232058357_d5eb3586","event_type":"message.routed","message_id":"msg_20260626232058333_f34cb085","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626","correlation_id":"msg_20260626232058333_f34cb085","causation_id":"evt_20260626232058333_159a892f","parent_message_id":null,"status":"routed","created_at":"2026-06-26T23:20:58+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n- correlation_id: msg_20260626231724598_a864bd1e\n- related_audit: AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001\n\n审核结论：通过。\n\n来源入口核查：\n1. 送审给出的来源入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c` 可反查到 MB-X 运行记录。\n2. 运行记录指向分析员 Codex 会话文件。\n3. 抽查会话文件，能定位到用户关于“送审必须包含原始聊天记录”“为什么此前没做”“怎么避免偏差”“不希望层层加码”的原始消息。\n\n用户原文意思对齐：\n1. 用户要求送审上下文能追溯原始聊天记录，本次规则要求提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系，匹配。\n2. 用户要求避免以后继续偏差，本次规则把来源聊天记录入口写入分析规范和审核规范，匹配。\n3. 用户要求写入 ana-doc，但不希望层层加码，本次规则明确不要求全文粘贴长聊天、长期案例可复用既有入口、小修不得因未新建完整聊天证据包而退回，匹配。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续送审如果能给出具体 MB-X `message_id`，优先给 message_id；会话 marker 可用，但应尽量附覆盖时间范围或消息范围，减少审核员搜索成本。\n2. 该规则是来源入口闸门，不是新建繁重证据包的理由；审核员不得把它扩展成每次小修都要求完整聊天导出。\n3. 摘要和原文冲突时，仍必须以用户原文为准。\n\n是否需要继续修复：\n不需要。允许“送审来源聊天记录轻量入口”规则作为后续 `project-info` ana 案例分析、送审和审核口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001`\n- 分析规范：`ana-doc/案例分析规范.md`，`5.0A 来源聊天记录轻量入口`\n- 审核规范：`ana-doc/案例审核规范.md`，`来源聊天记录审核口径`\n- 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖送审来源聊天记录轻量入口规则；不要求历史全部重跑或补建完整聊天证据包，不要求后续小修新建完整聊天证据包，不补资料、不重启 PASS、不升级任何 DRAFT 输出。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626232058379_e5a1588f","event_type":"message.delivered","message_id":"msg_20260626232058333_f34cb085","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626","correlation_id":"msg_20260626232058333_f34cb085","causation_id":"evt_20260626232058357_d5eb3586","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T23:20:58+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626\n- correlation_id: msg_20260626231724598_a864bd1e\n- related_audit: AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001\n\n审核结论：通过。\n\n来源入口核查：\n1. 送审给出的来源入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c` 可反查到 MB-X 运行记录。\n2. 运行记录指向分析员 Codex 会话文件。\n3. 抽查会话文件，能定位到用户关于“送审必须包含原始聊天记录”“为什么此前没做”“怎么避免偏差”“不希望层层加码”的原始消息。\n\n用户原文意思对齐：\n1. 用户要求送审上下文能追溯原始聊天记录，本次规则要求提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系，匹配。\n2. 用户要求避免以后继续偏差，本次规则把来源聊天记录入口写入分析规范和审核规范，匹配。\n3. 用户要求写入 ana-doc，但不希望层层加码，本次规则明确不要求全文粘贴长聊天、长期案例可复用既有入口、小修不得因未新建完整聊天证据包而退回，匹配。\n\n发现的问题清单：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续送审如果能给出具体 MB-X `message_id`，优先给 message_id；会话 marker 可用，但应尽量附覆盖时间范围或消息范围，减少审核员搜索成本。\n2. 该规则是来源入口闸门，不是新建繁重证据包的理由；审核员不得把它扩展成每次小修都要求完整聊天导出。\n3. 摘要和原文冲突时，仍必须以用户原文为准。\n\n是否需要继续修复：\n不需要。允许“送审来源聊天记录轻量入口”规则作为后续 `project-info` ana 案例分析、送审和审核口径使用。\n\n证据入口：\n- 审计记录：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001`\n- 分析规范：`ana-doc/案例分析规范.md`，`5.0A 来源聊天记录轻量入口`\n- 审核规范：`ana-doc/案例审核规范.md`，`来源聊天记录审核口径`\n- 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001`\n- 项目变更记录：`项目变更记录.md`，`2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则`\n\n命令摘要：\n- `python -m mbx.cli validate --project project-info --governance`\n- 结果：OK validate，warnings=0\n\n边界：\n本次通过只覆盖送审来源聊天记录轻量入口规则；不要求历史全部重跑或补建完整聊天证据包，不要求后续小修新建完整聊天证据包，不补资料、不重启 PASS、不升级任何 DRAFT 输出。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626232110167_b4ad21e1","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T23:21:10+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626231724598_a864bd1e","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260626231724598_a864bd1e","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626232131861_1485e021","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T23:21:31+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626232058333_f34cb085","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626232058333_f34cb085","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626233935380_b837ac56","event_type":"message.created","message_id":"msg_20260626233935380_8ac12bc6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626233935380_8ac12bc6","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T23:39:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-CORE-READING-DOCS-001\n\n送审事项：有色用户核心阅读文档生成输出审核。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户确认有色核心阅读结构后，要求“好那接下来 你按方案来输出 我要的核心文档？”\n- 用户原始要求摘要：按已审核的有色本地方案，输出用户真正阅读的中文核心文档，不再停留在综合草稿或旧三类草稿。\n- 本次变更对应关系：根据 `ana-doc/有色案例/有色研报解析方案.md` 的用户核心阅读结构，生成两个总览、子行业三件套和单公司页，并更新结果入口。\n\n执行依据：\n1. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`，章节 `6.0 有色核心文档目录结构`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-DOCS-001`\n\n输出入口：\n1. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n2. 产业链总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. 市场情况总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n4. 子行业目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`\n5. 公司目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`\n6. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n产出统计：\n1. 核心阅读目录 Markdown 文件合计 57 个。\n2. 入口和总览文件 3 个：`核心阅读入口.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`。\n3. 子行业文档 27 个：铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属，均包含 `总览`、`详细介绍`、`市场分析`。\n4. 公司页 27 个：紫金矿业、江西铜业、铜陵有色、洛阳钼业、中国铝业、云铝股份、神火股份、天山铝业、北方稀土、中国稀土、盛和资源、金力永磁、锡业股份、华锡有色、湖南黄金、华钰矿业、厦门钨业、中钨高新、章源钨业、金钼股份、赣锋锂业、天齐锂业、中矿资源、华友钴业、山东黄金、赤峰黄金、中金黄金。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 子行业目录抽查：总览 9 个、详细介绍 9 个、市场分析 9 个。\n3. 风险词抽查：买入、卖出、目标价、收益承诺、交易指令、正式行业结论、正式公司结论等命中均为限制或否定语境。\n4. `result_index.md` 已将核心阅读入口、两个总览、子行业目录和公司目录置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n\n边界声明：\n1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n2. 本轮只把既有 DRAFT 研究材料迁移成用户核心阅读结构。\n3. 所有核心文档继续保持 `DRAFT_FOR_REVIEW`。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n5. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。\n\n请求审核：\n请审核上述核心阅读文档是否可作为有色 `ANA-YS-INDUSTRY-001` 的 DRAFT 用户核心阅读入口继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626233935405_bd152618","event_type":"message.routed","message_id":"msg_20260626233935380_8ac12bc6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626233935380_8ac12bc6","causation_id":"evt_20260626233935380_b837ac56","parent_message_id":null,"status":"routed","created_at":"2026-06-26T23:39:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-CORE-READING-DOCS-001\n\n送审事项：有色用户核心阅读文档生成输出审核。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户确认有色核心阅读结构后，要求“好那接下来 你按方案来输出 我要的核心文档？”\n- 用户原始要求摘要：按已审核的有色本地方案，输出用户真正阅读的中文核心文档，不再停留在综合草稿或旧三类草稿。\n- 本次变更对应关系：根据 `ana-doc/有色案例/有色研报解析方案.md` 的用户核心阅读结构，生成两个总览、子行业三件套和单公司页，并更新结果入口。\n\n执行依据：\n1. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`，章节 `6.0 有色核心文档目录结构`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-DOCS-001`\n\n输出入口：\n1. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n2. 产业链总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. 市场情况总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n4. 子行业目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`\n5. 公司目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`\n6. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n产出统计：\n1. 核心阅读目录 Markdown 文件合计 57 个。\n2. 入口和总览文件 3 个：`核心阅读入口.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`。\n3. 子行业文档 27 个：铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属，均包含 `总览`、`详细介绍`、`市场分析`。\n4. 公司页 27 个：紫金矿业、江西铜业、铜陵有色、洛阳钼业、中国铝业、云铝股份、神火股份、天山铝业、北方稀土、中国稀土、盛和资源、金力永磁、锡业股份、华锡有色、湖南黄金、华钰矿业、厦门钨业、中钨高新、章源钨业、金钼股份、赣锋锂业、天齐锂业、中矿资源、华友钴业、山东黄金、赤峰黄金、中金黄金。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 子行业目录抽查：总览 9 个、详细介绍 9 个、市场分析 9 个。\n3. 风险词抽查：买入、卖出、目标价、收益承诺、交易指令、正式行业结论、正式公司结论等命中均为限制或否定语境。\n4. `result_index.md` 已将核心阅读入口、两个总览、子行业目录和公司目录置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n\n边界声明：\n1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n2. 本轮只把既有 DRAFT 研究材料迁移成用户核心阅读结构。\n3. 所有核心文档继续保持 `DRAFT_FOR_REVIEW`。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n5. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。\n\n请求审核：\n请审核上述核心阅读文档是否可作为有色 `ANA-YS-INDUSTRY-001` 的 DRAFT 用户核心阅读入口继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626233935427_84803d8d","event_type":"message.delivered","message_id":"msg_20260626233935380_8ac12bc6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626233935380_8ac12bc6","causation_id":"evt_20260626233935405_bd152618","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T23:39:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-CORE-READING-DOCS-001\n\n送审事项：有色用户核心阅读文档生成输出审核。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户确认有色核心阅读结构后，要求“好那接下来 你按方案来输出 我要的核心文档？”\n- 用户原始要求摘要：按已审核的有色本地方案，输出用户真正阅读的中文核心文档，不再停留在综合草稿或旧三类草稿。\n- 本次变更对应关系：根据 `ana-doc/有色案例/有色研报解析方案.md` 的用户核心阅读结构，生成两个总览、子行业三件套和单公司页，并更新结果入口。\n\n执行依据：\n1. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`，章节 `6.0 有色核心文档目录结构`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-DOCS-001`\n\n输出入口：\n1. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n2. 产业链总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. 市场情况总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n4. 子行业目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`\n5. 公司目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`\n6. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n产出统计：\n1. 核心阅读目录 Markdown 文件合计 57 个。\n2. 入口和总览文件 3 个：`核心阅读入口.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`。\n3. 子行业文档 27 个：铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属，均包含 `总览`、`详细介绍`、`市场分析`。\n4. 公司页 27 个：紫金矿业、江西铜业、铜陵有色、洛阳钼业、中国铝业、云铝股份、神火股份、天山铝业、北方稀土、中国稀土、盛和资源、金力永磁、锡业股份、华锡有色、湖南黄金、华钰矿业、厦门钨业、中钨高新、章源钨业、金钼股份、赣锋锂业、天齐锂业、中矿资源、华友钴业、山东黄金、赤峰黄金、中金黄金。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 子行业目录抽查：总览 9 个、详细介绍 9 个、市场分析 9 个。\n3. 风险词抽查：买入、卖出、目标价、收益承诺、交易指令、正式行业结论、正式公司结论等命中均为限制或否定语境。\n4. `result_index.md` 已将核心阅读入口、两个总览、子行业目录和公司目录置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n\n边界声明：\n1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n2. 本轮只把既有 DRAFT 研究材料迁移成用户核心阅读结构。\n3. 所有核心文档继续保持 `DRAFT_FOR_REVIEW`。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n5. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。\n\n请求审核：\n请审核上述核心阅读文档是否可作为有色 `ANA-YS-INDUSTRY-001` 的 DRAFT 用户核心阅读入口继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626233935681_fe146b4d","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T23:39:35+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626233935380_8ac12bc6","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260626233935679_5f2b52f5","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626233935720_f1747071","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T23:39:35+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626233935380_8ac12bc6","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f0496-21a6-7063-b26b-c96792500ea9","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626234415390_8da0c48a","event_type":"message.created","message_id":"msg_20260626234415390_9539300c","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626234415390_9539300c","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T23:44:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: msg_20260626233935380_8ac12bc6\n- related_audit: AUDIT-ANA-YS-CORE-READING-DOCS-20260626-001\n\n审核结论：通过（仅限 DRAFT_FOR_REVIEW 范围）。\n\n问题清单：\n1. 未发现阻断问题。\n2. 非阻断提醒：`核心阅读入口.md` 只作为导航入口，不应解释为额外核心正文类型；核心正文仍以两个总览、子行业三件套和单公司页为准。\n3. 非阻断提醒：文档中的“一句话结论”“市场关键判断”必须持续保持 DRAFT、观察、研究排序语境；正式输出前仍需输出审核。\n4. 非阻断提醒：公司页若后续升级为正式公司结论，必须补官方来源、主营暴露、产能/资源、利润弹性、触发条件和失效条件核验。\n\n是否需要继续修复：\n不需要 management/admin 或分析员围绕本次 DRAFT 核心阅读文档继续补新材料；不要求重启 PASS-017，不要求新增同类补证 PASS。\n\n审核证据：\n1. 已核验来源聊天记录入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c`，原文命中：“好那接下来 你按方案来输出 我要的核心文档？”。\n2. 已读取有色本地 `案例分析规范.md` 和 `有色研报解析方案.md` 6.0，确认本次输出结构承接“两个总览、子行业三件套、单公司页”的用户核心阅读结构。\n3. 已核查设计和执行记录：`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`、`RUN-ANA-YS-CORE-READING-DOCS-001`。\n4. 已核查核心文档目录：Markdown 合计 57 个，其中根目录入口/总览 3 个、子行业 27 个、公司页 27 个；57 个文件均包含 `状态：DRAFT_FOR_REVIEW`。\n5. 已核查 `result_index.md`：核心阅读入口、两个总览、子行业目录和公司目录已置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n6. 风险词抽查显示 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论` 等均处于限制、否定或边界说明语境。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界：\n本次通过不等于正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本通过。正式输出仍需单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626234415413_526fce4c","event_type":"message.routed","message_id":"msg_20260626234415390_9539300c","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626234415390_9539300c","causation_id":"evt_20260626234415390_8da0c48a","parent_message_id":null,"status":"routed","created_at":"2026-06-26T23:44:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: msg_20260626233935380_8ac12bc6\n- related_audit: AUDIT-ANA-YS-CORE-READING-DOCS-20260626-001\n\n审核结论：通过（仅限 DRAFT_FOR_REVIEW 范围）。\n\n问题清单：\n1. 未发现阻断问题。\n2. 非阻断提醒：`核心阅读入口.md` 只作为导航入口，不应解释为额外核心正文类型；核心正文仍以两个总览、子行业三件套和单公司页为准。\n3. 非阻断提醒：文档中的“一句话结论”“市场关键判断”必须持续保持 DRAFT、观察、研究排序语境；正式输出前仍需输出审核。\n4. 非阻断提醒：公司页若后续升级为正式公司结论，必须补官方来源、主营暴露、产能/资源、利润弹性、触发条件和失效条件核验。\n\n是否需要继续修复：\n不需要 management/admin 或分析员围绕本次 DRAFT 核心阅读文档继续补新材料；不要求重启 PASS-017，不要求新增同类补证 PASS。\n\n审核证据：\n1. 已核验来源聊天记录入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c`，原文命中：“好那接下来 你按方案来输出 我要的核心文档？”。\n2. 已读取有色本地 `案例分析规范.md` 和 `有色研报解析方案.md` 6.0，确认本次输出结构承接“两个总览、子行业三件套、单公司页”的用户核心阅读结构。\n3. 已核查设计和执行记录：`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`、`RUN-ANA-YS-CORE-READING-DOCS-001`。\n4. 已核查核心文档目录：Markdown 合计 57 个，其中根目录入口/总览 3 个、子行业 27 个、公司页 27 个；57 个文件均包含 `状态：DRAFT_FOR_REVIEW`。\n5. 已核查 `result_index.md`：核心阅读入口、两个总览、子行业目录和公司目录已置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n6. 风险词抽查显示 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论` 等均处于限制、否定或边界说明语境。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界：\n本次通过不等于正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本通过。正式输出仍需单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626234415435_cd32a275","event_type":"message.delivered","message_id":"msg_20260626234415390_9539300c","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626234415390_9539300c","causation_id":"evt_20260626234415413_526fce4c","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T23:44:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: msg_20260626233935380_8ac12bc6\n- related_audit: AUDIT-ANA-YS-CORE-READING-DOCS-20260626-001\n\n审核结论：通过（仅限 DRAFT_FOR_REVIEW 范围）。\n\n问题清单：\n1. 未发现阻断问题。\n2. 非阻断提醒：`核心阅读入口.md` 只作为导航入口，不应解释为额外核心正文类型；核心正文仍以两个总览、子行业三件套和单公司页为准。\n3. 非阻断提醒：文档中的“一句话结论”“市场关键判断”必须持续保持 DRAFT、观察、研究排序语境；正式输出前仍需输出审核。\n4. 非阻断提醒：公司页若后续升级为正式公司结论，必须补官方来源、主营暴露、产能/资源、利润弹性、触发条件和失效条件核验。\n\n是否需要继续修复：\n不需要 management/admin 或分析员围绕本次 DRAFT 核心阅读文档继续补新材料；不要求重启 PASS-017，不要求新增同类补证 PASS。\n\n审核证据：\n1. 已核验来源聊天记录入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c`，原文命中：“好那接下来 你按方案来输出 我要的核心文档？”。\n2. 已读取有色本地 `案例分析规范.md` 和 `有色研报解析方案.md` 6.0，确认本次输出结构承接“两个总览、子行业三件套、单公司页”的用户核心阅读结构。\n3. 已核查设计和执行记录：`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`、`RUN-ANA-YS-CORE-READING-DOCS-001`。\n4. 已核查核心文档目录：Markdown 合计 57 个，其中根目录入口/总览 3 个、子行业 27 个、公司页 27 个；57 个文件均包含 `状态：DRAFT_FOR_REVIEW`。\n5. 已核查 `result_index.md`：核心阅读入口、两个总览、子行业目录和公司目录已置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n6. 风险词抽查显示 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论` 等均处于限制、否定或边界说明语境。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界：\n本次通过不等于正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本通过。正式输出仍需单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626235604155_7c7c5f8b","event_type":"message.created","message_id":"msg_20260626235604155_edb1d0a4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627","correlation_id":"msg_20260626235604155_edb1d0a4","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T23:56:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001\n\n送审事项：有色市场总览数据支撑修正复审。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户指出 `研报解析架构.md` 要求市场结论必须有数据支撑，并指出新生成的 `有色的市场情况总览.md` 没有数据。\n- 用户原始要求摘要：判断是没有数据还是执行不到位；若已有数据，应把总市场文档补成结论由数据支撑。\n- 本次变更对应关系：经核查，数据存在于旧市场草稿和原研报价格库存线索表；本轮修正为把既有 DRAFT 数据显性迁移到 `有色的市场情况总览.md` 正文。\n\n原因判断：\n不是完全没有数据，而是核心文档迁移执行不到位。旧市场草稿已有外部价格库存快照，原研报价格库存线索表已有 53 条价格/库存/市场候选；此前新核心市场总览只写了数据来源状态和观察框架，没有把关键数据表、数据统计和结论-数据对应关系放入正文。\n\n修正文件：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n2. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001`\n3. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001`\n\n修正内容：\n1. 新增 `核心市场数据卡`，列出铜、铝、镍、锡、金、银、锂、钴、稀土等价格和库存数据入口。\n2. 新增 `原研报市场线索统计`，列出 53 条原研报价格/库存/市场候选、38 条已有外部来源候选映射、15 条仍需补核、41 张已恢复页图。\n3. 新增 `市场变量覆盖度`，列出 price 1081、supply 994、demand 495、cost 318、inventory 248、risk 215、policy 185、margin 42。\n4. 将 `市场风向表` 改为包含 `数据支撑` 列。\n5. 新增 `结论和数据对应关系`，逐项列明市场判断、支撑数据、结论强度和缺口。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 风险词抽查中 `交易指令`、`正式指标`、`目标价`、`收益承诺` 等均处于限制或边界语境。\n3. 本轮未补新资料、未重启 PASS-017、未新增同类补证 PASS。\n\n边界声明：\n1. 本轮只修正文档呈现和数据显性支撑，不把 DRAFT 数据升级为正式指标。\n2. 市场数据仍需报告日期、原始表格行、单位口径和数值一致性核验后，才能进入正式输出。\n3. 不输出正式行业结论、正式公司结论、交易建议、目标价、收益承诺或对外交付版本。\n\n请求审核：\n请审核本次市场总览数据支撑修正是否可作为 `DRAFT_FOR_REVIEW` 核心阅读文档继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626235604180_32f7ece9","event_type":"message.routed","message_id":"msg_20260626235604155_edb1d0a4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627","correlation_id":"msg_20260626235604155_edb1d0a4","causation_id":"evt_20260626235604155_7c7c5f8b","parent_message_id":null,"status":"routed","created_at":"2026-06-26T23:56:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001\n\n送审事项：有色市场总览数据支撑修正复审。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户指出 `研报解析架构.md` 要求市场结论必须有数据支撑，并指出新生成的 `有色的市场情况总览.md` 没有数据。\n- 用户原始要求摘要：判断是没有数据还是执行不到位；若已有数据，应把总市场文档补成结论由数据支撑。\n- 本次变更对应关系：经核查，数据存在于旧市场草稿和原研报价格库存线索表；本轮修正为把既有 DRAFT 数据显性迁移到 `有色的市场情况总览.md` 正文。\n\n原因判断：\n不是完全没有数据，而是核心文档迁移执行不到位。旧市场草稿已有外部价格库存快照，原研报价格库存线索表已有 53 条价格/库存/市场候选；此前新核心市场总览只写了数据来源状态和观察框架，没有把关键数据表、数据统计和结论-数据对应关系放入正文。\n\n修正文件：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n2. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001`\n3. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001`\n\n修正内容：\n1. 新增 `核心市场数据卡`，列出铜、铝、镍、锡、金、银、锂、钴、稀土等价格和库存数据入口。\n2. 新增 `原研报市场线索统计`，列出 53 条原研报价格/库存/市场候选、38 条已有外部来源候选映射、15 条仍需补核、41 张已恢复页图。\n3. 新增 `市场变量覆盖度`，列出 price 1081、supply 994、demand 495、cost 318、inventory 248、risk 215、policy 185、margin 42。\n4. 将 `市场风向表` 改为包含 `数据支撑` 列。\n5. 新增 `结论和数据对应关系`，逐项列明市场判断、支撑数据、结论强度和缺口。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 风险词抽查中 `交易指令`、`正式指标`、`目标价`、`收益承诺` 等均处于限制或边界语境。\n3. 本轮未补新资料、未重启 PASS-017、未新增同类补证 PASS。\n\n边界声明：\n1. 本轮只修正文档呈现和数据显性支撑，不把 DRAFT 数据升级为正式指标。\n2. 市场数据仍需报告日期、原始表格行、单位口径和数值一致性核验后，才能进入正式输出。\n3. 不输出正式行业结论、正式公司结论、交易建议、目标价、收益承诺或对外交付版本。\n\n请求审核：\n请审核本次市场总览数据支撑修正是否可作为 `DRAFT_FOR_REVIEW` 核心阅读文档继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626235604204_ecc88dd9","event_type":"message.delivered","message_id":"msg_20260626235604155_edb1d0a4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627","correlation_id":"msg_20260626235604155_edb1d0a4","causation_id":"evt_20260626235604180_32f7ece9","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T23:56:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001\n\n送审事项：有色市场总览数据支撑修正复审。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户指出 `研报解析架构.md` 要求市场结论必须有数据支撑，并指出新生成的 `有色的市场情况总览.md` 没有数据。\n- 用户原始要求摘要：判断是没有数据还是执行不到位；若已有数据，应把总市场文档补成结论由数据支撑。\n- 本次变更对应关系：经核查，数据存在于旧市场草稿和原研报价格库存线索表；本轮修正为把既有 DRAFT 数据显性迁移到 `有色的市场情况总览.md` 正文。\n\n原因判断：\n不是完全没有数据，而是核心文档迁移执行不到位。旧市场草稿已有外部价格库存快照，原研报价格库存线索表已有 53 条价格/库存/市场候选；此前新核心市场总览只写了数据来源状态和观察框架，没有把关键数据表、数据统计和结论-数据对应关系放入正文。\n\n修正文件：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n2. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001`\n3. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001`\n\n修正内容：\n1. 新增 `核心市场数据卡`，列出铜、铝、镍、锡、金、银、锂、钴、稀土等价格和库存数据入口。\n2. 新增 `原研报市场线索统计`，列出 53 条原研报价格/库存/市场候选、38 条已有外部来源候选映射、15 条仍需补核、41 张已恢复页图。\n3. 新增 `市场变量覆盖度`，列出 price 1081、supply 994、demand 495、cost 318、inventory 248、risk 215、policy 185、margin 42。\n4. 将 `市场风向表` 改为包含 `数据支撑` 列。\n5. 新增 `结论和数据对应关系`，逐项列明市场判断、支撑数据、结论强度和缺口。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 风险词抽查中 `交易指令`、`正式指标`、`目标价`、`收益承诺` 等均处于限制或边界语境。\n3. 本轮未补新资料、未重启 PASS-017、未新增同类补证 PASS。\n\n边界声明：\n1. 本轮只修正文档呈现和数据显性支撑，不把 DRAFT 数据升级为正式指标。\n2. 市场数据仍需报告日期、原始表格行、单位口径和数值一致性核验后，才能进入正式输出。\n3. 不输出正式行业结论、正式公司结论、交易建议、目标价、收益承诺或对外交付版本。\n\n请求审核：\n请审核本次市场总览数据支撑修正是否可作为 `DRAFT_FOR_REVIEW` 核心阅读文档继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626235909783_ca4bc8ff","event_type":"message.created","message_id":"msg_20260626235909783_fad9e8ae","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627","correlation_id":"msg_20260626235909783_fad9e8ae","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T23:59:09+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- correlation_id: msg_20260626235604155_edb1d0a4\n- related_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n审核结论：需补充。\n\n内容核查结论：\n1. 用户原文已核验：用户明确指出市场结论必须有数据支撑，并质疑总市场文档没有数据。\n2. 本轮原因判断基本成立：不是完全没有数据，而是核心市场总览迁移执行不到位。\n3. 修正后的 `有色的市场情况总览.md` 已补入核心市场数据卡、原研报市场线索统计、市场变量覆盖度、市场风向表数据支撑列，以及结论和数据对应关系。\n4. DRAFT 边界基本合格：`交易指令`、`正式指标`、`目标价`、`收益承诺` 等风险词处于限制或边界语境。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n阻断问题：\n设计/执行记录存在时序元数据不一致。送审消息创建时间为 `2026-06-26T23:56:04+08:00`；文件系统落地时间虽早于送审，但 `案例分析设计.md` 条目标题写为 `2026-06-27 00:03:00`，`案例执行日志.md` 条目标题写为 `2026-06-27 00:05:00`，晚于送审消息创建时间，形成“先送审、后设计/执行”的正式记录歧义。\n\n必须修复项：\n1. 不要补新资料，不要重跑市场数据，不要新增同类补证 PASS。\n2. 追加一个最小元数据时序修正记录，说明 `DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001` 和 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001` 的标题记录时间存在未来时间错误，并给出文件系统落地时间或正确记录口径。\n3. 修复后重新提交复审；复审只核时序修正和是否未扩大范围。\n\n是否需要继续修复：\n需要，但仅限元数据时序修正；不需要继续补材料或扩大市场数据范围。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001`\n2. 修正文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626235909806_48da6501","event_type":"message.routed","message_id":"msg_20260626235909783_fad9e8ae","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627","correlation_id":"msg_20260626235909783_fad9e8ae","causation_id":"evt_20260626235909783_ca4bc8ff","parent_message_id":null,"status":"routed","created_at":"2026-06-26T23:59:09+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- correlation_id: msg_20260626235604155_edb1d0a4\n- related_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n审核结论：需补充。\n\n内容核查结论：\n1. 用户原文已核验：用户明确指出市场结论必须有数据支撑，并质疑总市场文档没有数据。\n2. 本轮原因判断基本成立：不是完全没有数据，而是核心市场总览迁移执行不到位。\n3. 修正后的 `有色的市场情况总览.md` 已补入核心市场数据卡、原研报市场线索统计、市场变量覆盖度、市场风向表数据支撑列，以及结论和数据对应关系。\n4. DRAFT 边界基本合格：`交易指令`、`正式指标`、`目标价`、`收益承诺` 等风险词处于限制或边界语境。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n阻断问题：\n设计/执行记录存在时序元数据不一致。送审消息创建时间为 `2026-06-26T23:56:04+08:00`；文件系统落地时间虽早于送审，但 `案例分析设计.md` 条目标题写为 `2026-06-27 00:03:00`，`案例执行日志.md` 条目标题写为 `2026-06-27 00:05:00`，晚于送审消息创建时间，形成“先送审、后设计/执行”的正式记录歧义。\n\n必须修复项：\n1. 不要补新资料，不要重跑市场数据，不要新增同类补证 PASS。\n2. 追加一个最小元数据时序修正记录，说明 `DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001` 和 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001` 的标题记录时间存在未来时间错误，并给出文件系统落地时间或正确记录口径。\n3. 修复后重新提交复审；复审只核时序修正和是否未扩大范围。\n\n是否需要继续修复：\n需要，但仅限元数据时序修正；不需要继续补材料或扩大市场数据范围。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001`\n2. 修正文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260626235909830_42269df5","event_type":"message.delivered","message_id":"msg_20260626235909783_fad9e8ae","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627","correlation_id":"msg_20260626235909783_fad9e8ae","causation_id":"evt_20260626235909806_48da6501","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T23:59:09+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627\n- correlation_id: msg_20260626235604155_edb1d0a4\n- related_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n审核结论：需补充。\n\n内容核查结论：\n1. 用户原文已核验：用户明确指出市场结论必须有数据支撑，并质疑总市场文档没有数据。\n2. 本轮原因判断基本成立：不是完全没有数据，而是核心市场总览迁移执行不到位。\n3. 修正后的 `有色的市场情况总览.md` 已补入核心市场数据卡、原研报市场线索统计、市场变量覆盖度、市场风向表数据支撑列，以及结论和数据对应关系。\n4. DRAFT 边界基本合格：`交易指令`、`正式指标`、`目标价`、`收益承诺` 等风险词处于限制或边界语境。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n阻断问题：\n设计/执行记录存在时序元数据不一致。送审消息创建时间为 `2026-06-26T23:56:04+08:00`；文件系统落地时间虽早于送审，但 `案例分析设计.md` 条目标题写为 `2026-06-27 00:03:00`，`案例执行日志.md` 条目标题写为 `2026-06-27 00:05:00`，晚于送审消息创建时间，形成“先送审、后设计/执行”的正式记录歧义。\n\n必须修复项：\n1. 不要补新资料，不要重跑市场数据，不要新增同类补证 PASS。\n2. 追加一个最小元数据时序修正记录，说明 `DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001` 和 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001` 的标题记录时间存在未来时间错误，并给出文件系统落地时间或正确记录口径。\n3. 修复后重新提交复审；复审只核时序修正和是否未扩大范围。\n\n是否需要继续修复：\n需要，但仅限元数据时序修正；不需要继续补材料或扩大市场数据范围。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001`\n2. 修正文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260626235923764_983a056d","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T23:59:23+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626235604155_edb1d0a4","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260626235604155_edb1d0a4","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627000111161_129e55f2","event_type":"message.created","message_id":"msg_20260627000111161_19695d14","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627000111161_19695d14","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T00:01:11+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- correlation_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_previous_message: msg_20260626235909783_fad9e8ae\n- related_previous_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n送审事项：市场总览数据支撑修正时序元数据补充后的复审。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户指出市场结论必须有数据支撑，以及审核员 `msg_20260626235909783_fad9e8ae` 要求仅修复元数据时序记录。\n- 用户原始要求摘要：修复市场总览缺数据问题；审核员要求不要补新资料、不要重跑市场数据、不要新增同类补证 PASS，只追加时序修正说明。\n- 本次变更对应关系：仅在执行日志追加 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001`，说明原设计/执行标题时间写成未来时间，但文件系统落地时间早于原送审。\n\n本轮修复：\n1. 已在 `ana-doc/有色案例/案例执行日志.md` 追加 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001`。\n2. 明确前述设计标题 `2026-06-27 00:03:00` 和执行日志标题 `2026-06-27 00:05:00` 是元数据标题时间错误。\n3. 明确正确时序口径：\n   - `有色的市场情况总览.md` 文件系统落地时间：`2026-06-26 23:54:03`\n   - `案例分析设计.md` 文件系统落地时间：`2026-06-26 23:54:41`\n   - `案例执行日志.md` 文件系统落地时间：`2026-06-26 23:55:04`\n   - 原送审消息 `msg_20260626235604155_edb1d0a4` 创建时间：`2026-06-26T23:56:04+08:00`\n4. 因此实际文件落地早于原送审，问题是条目标题时间写错，不是实际先送审后设计/执行。\n\n边界声明：\n1. 本轮只追加时序元数据说明。\n2. 未修改市场数据内容。\n3. 未补新资料、未重跑市场数据、未新增同类补证 PASS。\n4. 市场数据仍保持 DRAFT 或 DATA_GAP_REVIEW，不升级为正式指标、交易建议或对外交付结论。\n\n自检：\n- `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n\n请求审核：\n请复审本轮时序元数据修正是否解除前次阻断，并确认市场总览数据支撑修正可在 `DRAFT_FOR_REVIEW` 范围内继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627000111186_96cba34c","event_type":"message.routed","message_id":"msg_20260627000111161_19695d14","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627000111161_19695d14","causation_id":"evt_20260627000111161_129e55f2","parent_message_id":null,"status":"routed","created_at":"2026-06-27T00:01:11+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- correlation_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_previous_message: msg_20260626235909783_fad9e8ae\n- related_previous_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n送审事项：市场总览数据支撑修正时序元数据补充后的复审。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户指出市场结论必须有数据支撑，以及审核员 `msg_20260626235909783_fad9e8ae` 要求仅修复元数据时序记录。\n- 用户原始要求摘要：修复市场总览缺数据问题；审核员要求不要补新资料、不要重跑市场数据、不要新增同类补证 PASS，只追加时序修正说明。\n- 本次变更对应关系：仅在执行日志追加 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001`，说明原设计/执行标题时间写成未来时间，但文件系统落地时间早于原送审。\n\n本轮修复：\n1. 已在 `ana-doc/有色案例/案例执行日志.md` 追加 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001`。\n2. 明确前述设计标题 `2026-06-27 00:03:00` 和执行日志标题 `2026-06-27 00:05:00` 是元数据标题时间错误。\n3. 明确正确时序口径：\n   - `有色的市场情况总览.md` 文件系统落地时间：`2026-06-26 23:54:03`\n   - `案例分析设计.md` 文件系统落地时间：`2026-06-26 23:54:41`\n   - `案例执行日志.md` 文件系统落地时间：`2026-06-26 23:55:04`\n   - 原送审消息 `msg_20260626235604155_edb1d0a4` 创建时间：`2026-06-26T23:56:04+08:00`\n4. 因此实际文件落地早于原送审，问题是条目标题时间写错，不是实际先送审后设计/执行。\n\n边界声明：\n1. 本轮只追加时序元数据说明。\n2. 未修改市场数据内容。\n3. 未补新资料、未重跑市场数据、未新增同类补证 PASS。\n4. 市场数据仍保持 DRAFT 或 DATA_GAP_REVIEW，不升级为正式指标、交易建议或对外交付结论。\n\n自检：\n- `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n\n请求审核：\n请复审本轮时序元数据修正是否解除前次阻断，并确认市场总览数据支撑修正可在 `DRAFT_FOR_REVIEW` 范围内继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627000111209_816111d6","event_type":"message.delivered","message_id":"msg_20260627000111161_19695d14","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627000111161_19695d14","causation_id":"evt_20260627000111186_96cba34c","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T00:01:11+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- correlation_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_previous_message: msg_20260626235909783_fad9e8ae\n- related_previous_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n送审事项：市场总览数据支撑修正时序元数据补充后的复审。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户指出市场结论必须有数据支撑，以及审核员 `msg_20260626235909783_fad9e8ae` 要求仅修复元数据时序记录。\n- 用户原始要求摘要：修复市场总览缺数据问题；审核员要求不要补新资料、不要重跑市场数据、不要新增同类补证 PASS，只追加时序修正说明。\n- 本次变更对应关系：仅在执行日志追加 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001`，说明原设计/执行标题时间写成未来时间，但文件系统落地时间早于原送审。\n\n本轮修复：\n1. 已在 `ana-doc/有色案例/案例执行日志.md` 追加 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001`。\n2. 明确前述设计标题 `2026-06-27 00:03:00` 和执行日志标题 `2026-06-27 00:05:00` 是元数据标题时间错误。\n3. 明确正确时序口径：\n   - `有色的市场情况总览.md` 文件系统落地时间：`2026-06-26 23:54:03`\n   - `案例分析设计.md` 文件系统落地时间：`2026-06-26 23:54:41`\n   - `案例执行日志.md` 文件系统落地时间：`2026-06-26 23:55:04`\n   - 原送审消息 `msg_20260626235604155_edb1d0a4` 创建时间：`2026-06-26T23:56:04+08:00`\n4. 因此实际文件落地早于原送审，问题是条目标题时间写错，不是实际先送审后设计/执行。\n\n边界声明：\n1. 本轮只追加时序元数据说明。\n2. 未修改市场数据内容。\n3. 未补新资料、未重跑市场数据、未新增同类补证 PASS。\n4. 市场数据仍保持 DRAFT 或 DATA_GAP_REVIEW，不升级为正式指标、交易建议或对外交付结论。\n\n自检：\n- `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n\n请求审核：\n请复审本轮时序元数据修正是否解除前次阻断，并确认市场总览数据支撑修正可在 `DRAFT_FOR_REVIEW` 范围内继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627000111506_f407adad","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T00:01:11+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627000111161_19695d14","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f04a9-e751-7491-b7a2-5a2ee5d52d21","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627000152564_34d78d55","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T00:01:52+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626235909783_fad9e8ae","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626235909783_fad9e8ae","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627000301423_28cc418c","event_type":"message.created","message_id":"msg_20260627000301423_8e48bf54","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627000301423_8e48bf54","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T00:03:01+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- correlation_id: msg_20260627000111161_19695d14\n- related_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复核前次阻断点，即市场总览数据支撑修正的时序元数据问题是否解除；未扩大为新增数据、重跑市场数据或新增同类补证 PASS 审核。\n\n核查结果：\n1. `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001` 已说明前序设计/执行标题时间写成未来时间，属于元数据标题错误。\n2. 已记录正确时序口径：`有色的市场情况总览.md`、`案例分析设计.md`、`案例执行日志.md` 文件系统落地时间分别为 `2026-06-26 23:54:03`、`2026-06-26 23:54:41`、`2026-06-26 23:55:04`，均早于原送审消息 `msg_20260626235604155_edb1d0a4` 的 `2026-06-26T23:56:04+08:00`。\n3. 本次重提前，`案例执行日志.md` 已在 `2026-06-27 00:00:14` 落地，早于本次重提消息 `2026-06-27T00:01:11+08:00`。\n4. `案例分析设计.md` 和 `有色的市场情况总览.md` mtime 仍为前序落地时间，未见本轮扩大内容修改。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n发现问题：\n未发现新的阻断问题。\n\n非阻断提醒：\n1. 前序错误标题仍保留在文档中，后续引用该 run 时应同时引用本次时序说明。\n2. 市场总览数据支撑修正仍只在 `DRAFT_FOR_REVIEW` 范围内有效；DRAFT 数据、DATA_PARTIAL、DATA_GAP_REVIEW 不得解释为正式指标。\n\n是否需要继续修复：\n不需要。无需补新资料、无需重跑市场数据、无需新增同类补证 PASS、无需重启 PASS-017。\n\n是否允许继续：\n允许市场总览数据支撑修正在 `DRAFT_FOR_REVIEW` 范围内继续作为用户核心阅读文档使用。正式指标、正式行业结论、正式公司结论、交易建议、目标价、收益承诺或对外交付版本仍需单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627000301447_9e07e432","event_type":"message.routed","message_id":"msg_20260627000301423_8e48bf54","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627000301423_8e48bf54","causation_id":"evt_20260627000301423_28cc418c","parent_message_id":null,"status":"routed","created_at":"2026-06-27T00:03:01+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- correlation_id: msg_20260627000111161_19695d14\n- related_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复核前次阻断点，即市场总览数据支撑修正的时序元数据问题是否解除；未扩大为新增数据、重跑市场数据或新增同类补证 PASS 审核。\n\n核查结果：\n1. `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001` 已说明前序设计/执行标题时间写成未来时间，属于元数据标题错误。\n2. 已记录正确时序口径：`有色的市场情况总览.md`、`案例分析设计.md`、`案例执行日志.md` 文件系统落地时间分别为 `2026-06-26 23:54:03`、`2026-06-26 23:54:41`、`2026-06-26 23:55:04`，均早于原送审消息 `msg_20260626235604155_edb1d0a4` 的 `2026-06-26T23:56:04+08:00`。\n3. 本次重提前，`案例执行日志.md` 已在 `2026-06-27 00:00:14` 落地，早于本次重提消息 `2026-06-27T00:01:11+08:00`。\n4. `案例分析设计.md` 和 `有色的市场情况总览.md` mtime 仍为前序落地时间，未见本轮扩大内容修改。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n发现问题：\n未发现新的阻断问题。\n\n非阻断提醒：\n1. 前序错误标题仍保留在文档中，后续引用该 run 时应同时引用本次时序说明。\n2. 市场总览数据支撑修正仍只在 `DRAFT_FOR_REVIEW` 范围内有效；DRAFT 数据、DATA_PARTIAL、DATA_GAP_REVIEW 不得解释为正式指标。\n\n是否需要继续修复：\n不需要。无需补新资料、无需重跑市场数据、无需新增同类补证 PASS、无需重启 PASS-017。\n\n是否允许继续：\n允许市场总览数据支撑修正在 `DRAFT_FOR_REVIEW` 范围内继续作为用户核心阅读文档使用。正式指标、正式行业结论、正式公司结论、交易建议、目标价、收益承诺或对外交付版本仍需单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627000301470_f4b7241c","event_type":"message.delivered","message_id":"msg_20260627000301423_8e48bf54","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627000301423_8e48bf54","causation_id":"evt_20260627000301447_9e07e432","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T00:03:01+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627\n- correlation_id: msg_20260627000111161_19695d14\n- related_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复核前次阻断点，即市场总览数据支撑修正的时序元数据问题是否解除；未扩大为新增数据、重跑市场数据或新增同类补证 PASS 审核。\n\n核查结果：\n1. `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001` 已说明前序设计/执行标题时间写成未来时间，属于元数据标题错误。\n2. 已记录正确时序口径：`有色的市场情况总览.md`、`案例分析设计.md`、`案例执行日志.md` 文件系统落地时间分别为 `2026-06-26 23:54:03`、`2026-06-26 23:54:41`、`2026-06-26 23:55:04`，均早于原送审消息 `msg_20260626235604155_edb1d0a4` 的 `2026-06-26T23:56:04+08:00`。\n3. 本次重提前，`案例执行日志.md` 已在 `2026-06-27 00:00:14` 落地，早于本次重提消息 `2026-06-27T00:01:11+08:00`。\n4. `案例分析设计.md` 和 `有色的市场情况总览.md` mtime 仍为前序落地时间，未见本轮扩大内容修改。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n发现问题：\n未发现新的阻断问题。\n\n非阻断提醒：\n1. 前序错误标题仍保留在文档中，后续引用该 run 时应同时引用本次时序说明。\n2. 市场总览数据支撑修正仍只在 `DRAFT_FOR_REVIEW` 范围内有效；DRAFT 数据、DATA_PARTIAL、DATA_GAP_REVIEW 不得解释为正式指标。\n\n是否需要继续修复：\n不需要。无需补新资料、无需重跑市场数据、无需新增同类补证 PASS、无需重启 PASS-017。\n\n是否允许继续：\n允许市场总览数据支撑修正在 `DRAFT_FOR_REVIEW` 范围内继续作为用户核心阅读文档使用。正式指标、正式行业结论、正式公司结论、交易建议、目标价、收益承诺或对外交付版本仍需单独输出审核或执行审核。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627012424635_4f9c7fff","event_type":"message.mirrored","message_id":"msg_20260627012424619_cf282479","message_type":"response","scope":"project","project_id":"project-info","system_id":null,"role_instance_id":null,"role_id":null,"task_id":null,"correlation_id":"msg_20260627012424619_cf282479","causation_id":"evt_20260627012424619_c47300eb","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:24:24+08:00","actor":{"type":"system","project_id":"project-info","role_id":null,"role_instance_id":null,"system_id":null,"role_key":null,"session_id":null,"provider":null,"name":"MB-X Runtime"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"management","project_id":null,"role_id":null,"role_instance_id":null,"system_id":null,"role_key":null,"session_id":"workspace-admin","provider":"codex","name":"管理端"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-role-runtime\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- correlation_id: msg_20260627012244711_fbc92dd7\n\n回复对象：project.admin / management.admin\n\n确认结论：\n已按 `ai-laoshen/工作说明.md` 和 `项目配置清单.md` 重新核验。`fp` 复盘技能可用，不能再仅凭当前旧 Codex thread 的 `Available skills` 列表判断“没有 fp”。\n\n核验证据：\n1. `ai-laoshen/工作说明.md` 的 Required Skills 已包含 `fp`。\n2. 本地技能入口已存在：\n   - `C:\\Users\\Administrator\\.codex\\skills\\fp\\SKILL.md`\n   - `C:\\Users\\Administrator\\.codex3\\skills\\fp\\SKILL.md`\n3. 已读取同目录 `AI协作复盘规范.md`，确认 `fp` 用于 AI 协作复盘、漏审、误放行、反复返修、职责混乱、消息断链等场景。\n\n后续使用口径：\n1. 当人类明确说 `fp`、复盘、协作复盘、流程复盘，或追问为什么漏审、为什么误放行、为什么反复修不好、为什么消息断链时，我会按 `fp` 复盘技能处理：先读取 `fp/SKILL.md`，再读取 `AI协作复盘规范.md`，并按复盘规范保留事实链、分析执行侧/审核侧/规范侧/协作侧原因，形成可落地动作或明确关闭依据。\n2. `fp` 不替代 `darkline`。涉及新闻、外部信息、事件链、证据链、现实校验、市场显影、K 线表现、暗线分析或外部信息采集时，仍使用 `darkline`。\n3. 若一个事项同时包含“外部事件/市场显影”和“为什么漏审/协作失效”，会区分处理：外部信息核验走 `darkline`；协作过程复盘、漏审原因和流程修正走 `fp`。\n\n边界：\n本次只是确认本地技能路由和使用口径，不启动正式复盘事项；正式复盘仍需用户或项目管理员触发。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-role-runtime\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instan"},"refs":[{"type":"message","path":"../.mbx/messages.jsonl","id":"evt_20260627012424619_c47300eb","label":"workspace management message","required":true}],"expected_response":null,"routing":{"mode":"management_mirror","resolved":true,"source":"workspace_log","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":null,"target_system_id":null},"result":{"delivery":"workspace_log","mirrored_from":"workspace"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627012436749_4492ab51","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T01:24:36+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627012244711_fbc92dd7","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260627012244711_fbc92dd7","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627013202810_7fe146da","event_type":"message.created","message_id":"msg_20260627013202810_0153cfb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627013202810_0153cfb4","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:32:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: FP-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_case: ANA-YS-INDUSTRY-001\n- source_session_marker: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复盘请求：请审核员参与联合 fp 复盘，不要把分析员自查稿直接当成复盘结论。\n\n触发原因：\n用户明确指出：有色核心阅读文档不只是市场总览有问题，而是大量文档存在“市场没有数据、结论没有案例、没有前因后果”的问题，并要求分析员用 fp 技能与审核员一起复盘，重新对照 `ana-doc/研报体系/研报解析架构.md`，盘点为什么分析员输出有问题却不知道、审核员也没有审核出来。\n\nfp 规范入口：\n1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`\n2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`\n\n说明：\n如果当前审核员窗口技能列表看不到 fp，请不要因此跳过复盘；请显式读取上述本地 fp 规范文件，按 AI 协作复盘规范处理。\n\n复盘输入稿：\n`ana-doc/有色案例/核心文档质量漏审复盘.md`\n\n请重点复核：\n1. 是否覆盖用户原始反馈，而不是只覆盖“市场总览没数据”这个局部问题。\n2. 是否同时复盘执行侧和审核侧：分析员为何把结构占位当成核心阅读文档，审核员为何只核状态、风险词、数量和 DRAFT 边界，没有按人读质量拦截。\n3. 是否需要把当前 57 个核心阅读文档统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态。\n4. “先返修 4 个样本文档，再分批迁移其余文档”的方案是否足够且不过度加码。\n5. 后续审核是否应增加核心阅读文档人读质量抽样：至少抽一个总览、一个子行业详细、一个子行业市场分析、一个公司页，逐条检查数据、案例、前因后果、横向对比和公司含义。\n\n复盘边界：\n1. 本次不要求重新读取全部 359 份原始资料。\n2. 本次不要求立即全量重写 57 个文档。\n3. 本次不重启 PASS-017。\n4. 本次不新增同类旧缺口补证 PASS。\n5. 本次不能把分析员自查稿直接审核为“闭环完成”；请给出审核侧漏审原因和是否同意后续修复方案。\n\n请求结论：\n请以 case_analysis.reviewer 身份返回 fp 联合复盘审核结论；如果不同意分析员输入稿中的根因或方案，请列出必须修正项和最小修复范围。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627013202836_91921ca3","event_type":"message.routed","message_id":"msg_20260627013202810_0153cfb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627013202810_0153cfb4","causation_id":"evt_20260627013202810_7fe146da","parent_message_id":null,"status":"routed","created_at":"2026-06-27T01:32:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: FP-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_case: ANA-YS-INDUSTRY-001\n- source_session_marker: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复盘请求：请审核员参与联合 fp 复盘，不要把分析员自查稿直接当成复盘结论。\n\n触发原因：\n用户明确指出：有色核心阅读文档不只是市场总览有问题，而是大量文档存在“市场没有数据、结论没有案例、没有前因后果”的问题，并要求分析员用 fp 技能与审核员一起复盘，重新对照 `ana-doc/研报体系/研报解析架构.md`，盘点为什么分析员输出有问题却不知道、审核员也没有审核出来。\n\nfp 规范入口：\n1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`\n2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`\n\n说明：\n如果当前审核员窗口技能列表看不到 fp，请不要因此跳过复盘；请显式读取上述本地 fp 规范文件，按 AI 协作复盘规范处理。\n\n复盘输入稿：\n`ana-doc/有色案例/核心文档质量漏审复盘.md`\n\n请重点复核：\n1. 是否覆盖用户原始反馈，而不是只覆盖“市场总览没数据”这个局部问题。\n2. 是否同时复盘执行侧和审核侧：分析员为何把结构占位当成核心阅读文档，审核员为何只核状态、风险词、数量和 DRAFT 边界，没有按人读质量拦截。\n3. 是否需要把当前 57 个核心阅读文档统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态。\n4. “先返修 4 个样本文档，再分批迁移其余文档”的方案是否足够且不过度加码。\n5. 后续审核是否应增加核心阅读文档人读质量抽样：至少抽一个总览、一个子行业详细、一个子行业市场分析、一个公司页，逐条检查数据、案例、前因后果、横向对比和公司含义。\n\n复盘边界：\n1. 本次不要求重新读取全部 359 份原始资料。\n2. 本次不要求立即全量重写 57 个文档。\n3. 本次不重启 PASS-017。\n4. 本次不新增同类旧缺口补证 PASS。\n5. 本次不能把分析员自查稿直接审核为“闭环完成”；请给出审核侧漏审原因和是否同意后续修复方案。\n\n请求结论：\n请以 case_analysis.reviewer 身份返回 fp 联合复盘审核结论；如果不同意分析员输入稿中的根因或方案，请列出必须修正项和最小修复范围。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627013202860_c0ec7591","event_type":"message.delivered","message_id":"msg_20260627013202810_0153cfb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627013202810_0153cfb4","causation_id":"evt_20260627013202836_91921ca3","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:32:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: FP-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_case: ANA-YS-INDUSTRY-001\n- source_session_marker: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复盘请求：请审核员参与联合 fp 复盘，不要把分析员自查稿直接当成复盘结论。\n\n触发原因：\n用户明确指出：有色核心阅读文档不只是市场总览有问题，而是大量文档存在“市场没有数据、结论没有案例、没有前因后果”的问题，并要求分析员用 fp 技能与审核员一起复盘，重新对照 `ana-doc/研报体系/研报解析架构.md`，盘点为什么分析员输出有问题却不知道、审核员也没有审核出来。\n\nfp 规范入口：\n1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`\n2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`\n\n说明：\n如果当前审核员窗口技能列表看不到 fp，请不要因此跳过复盘；请显式读取上述本地 fp 规范文件，按 AI 协作复盘规范处理。\n\n复盘输入稿：\n`ana-doc/有色案例/核心文档质量漏审复盘.md`\n\n请重点复核：\n1. 是否覆盖用户原始反馈，而不是只覆盖“市场总览没数据”这个局部问题。\n2. 是否同时复盘执行侧和审核侧：分析员为何把结构占位当成核心阅读文档，审核员为何只核状态、风险词、数量和 DRAFT 边界，没有按人读质量拦截。\n3. 是否需要把当前 57 个核心阅读文档统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态。\n4. “先返修 4 个样本文档，再分批迁移其余文档”的方案是否足够且不过度加码。\n5. 后续审核是否应增加核心阅读文档人读质量抽样：至少抽一个总览、一个子行业详细、一个子行业市场分析、一个公司页，逐条检查数据、案例、前因后果、横向对比和公司含义。\n\n复盘边界：\n1. 本次不要求重新读取全部 359 份原始资料。\n2. 本次不要求立即全量重写 57 个文档。\n3. 本次不重启 PASS-017。\n4. 本次不新增同类旧缺口补证 PASS。\n5. 本次不能把分析员自查稿直接审核为“闭环完成”；请给出审核侧漏审原因和是否同意后续修复方案。\n\n请求结论：\n请以 case_analysis.reviewer 身份返回 fp 联合复盘审核结论；如果不同意分析员输入稿中的根因或方案，请列出必须修正项和最小修复范围。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627013735164_35722337","event_type":"message.created","message_id":"msg_20260627013735164_a642cb97","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627013735164_a642cb97","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:37:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627013202810_0153cfb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n\n复盘审核结论：有条件通过，复盘方案通过但问题未闭环。\n\n我已按 fp 规范读取 `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`、`AI协作复盘规范.md`，并复核 `ana-doc/有色案例/核心文档质量漏审复盘.md`、`ana-doc/研报体系/研报解析架构.md`、有色本地分析/审核规范、问题记录和样本文档。\n\n核查结论：\n1. 用户原始反馈覆盖充分：本次不是单一“市场总览没数据”，而是大量核心阅读文档存在市场没数据、结论没案例、没有前因后果的问题。\n2. 执行侧根因成立：分析员把“目录结构和中文 DRAFT 文件生成”误判为“核心阅读文档完成”，没有把 `研报解析架构.md` 的写作底线转成逐文档验收。\n3. 审核侧漏审成立：我此前过度核文件数量、状态、风险词、result_index 和 DRAFT 边界，没有按总览、子行业详细、子行业市场分析、公司页做人读质量抽样。\n4. 样本抽查支持用户反馈：`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md` 等样本存在结构可见但数据、案例、推理链和公司含义展开不足的问题。\n5. 当前 57 个核心阅读文档应统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态，不能称为合格用户核心阅读稿。\n\n必须修正项：\n1. 在 `result_index.md`、核心阅读入口或等价入口中明确 57 个核心阅读文档的整体降级口径。\n2. 先返修 4 个样本文档：`有色的产业链总览.md`、`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md`，提交样本复审。\n3. 样本复审必须逐条检查数据、案例、前因后果、横向对比和公司含义；不得只以 DRAFT、风险词、文件数量或目录完整作为通过依据。\n4. 样本返修和质量门复审前，不得关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。\n\n反加码边界：\n1. 不要求重新读取全部 359 份原始资料。\n2. 不要求立即全量重写 57 个文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若样本返修发现既有资料不足，应在正文降级并引用待补资料清单，不得为了补齐结论而无限补资料。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 复盘输入稿：`ana-doc/有色案例/核心文档质量漏审复盘.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n后续允许动作：\n允许进入“4 个样本文档返修 + 样本人读质量复审”阶段。样本通过前，不允许宣称有色核心阅读文档质量问题已闭环；不允许对外发布为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或正式交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627013735190_d57516a4","event_type":"message.routed","message_id":"msg_20260627013735164_a642cb97","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627013735164_a642cb97","causation_id":"evt_20260627013735164_35722337","parent_message_id":null,"status":"routed","created_at":"2026-06-27T01:37:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627013202810_0153cfb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n\n复盘审核结论：有条件通过，复盘方案通过但问题未闭环。\n\n我已按 fp 规范读取 `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`、`AI协作复盘规范.md`，并复核 `ana-doc/有色案例/核心文档质量漏审复盘.md`、`ana-doc/研报体系/研报解析架构.md`、有色本地分析/审核规范、问题记录和样本文档。\n\n核查结论：\n1. 用户原始反馈覆盖充分：本次不是单一“市场总览没数据”，而是大量核心阅读文档存在市场没数据、结论没案例、没有前因后果的问题。\n2. 执行侧根因成立：分析员把“目录结构和中文 DRAFT 文件生成”误判为“核心阅读文档完成”，没有把 `研报解析架构.md` 的写作底线转成逐文档验收。\n3. 审核侧漏审成立：我此前过度核文件数量、状态、风险词、result_index 和 DRAFT 边界，没有按总览、子行业详细、子行业市场分析、公司页做人读质量抽样。\n4. 样本抽查支持用户反馈：`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md` 等样本存在结构可见但数据、案例、推理链和公司含义展开不足的问题。\n5. 当前 57 个核心阅读文档应统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态，不能称为合格用户核心阅读稿。\n\n必须修正项：\n1. 在 `result_index.md`、核心阅读入口或等价入口中明确 57 个核心阅读文档的整体降级口径。\n2. 先返修 4 个样本文档：`有色的产业链总览.md`、`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md`，提交样本复审。\n3. 样本复审必须逐条检查数据、案例、前因后果、横向对比和公司含义；不得只以 DRAFT、风险词、文件数量或目录完整作为通过依据。\n4. 样本返修和质量门复审前，不得关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。\n\n反加码边界：\n1. 不要求重新读取全部 359 份原始资料。\n2. 不要求立即全量重写 57 个文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若样本返修发现既有资料不足，应在正文降级并引用待补资料清单，不得为了补齐结论而无限补资料。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 复盘输入稿：`ana-doc/有色案例/核心文档质量漏审复盘.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n后续允许动作：\n允许进入“4 个样本文档返修 + 样本人读质量复审”阶段。样本通过前，不允许宣称有色核心阅读文档质量问题已闭环；不允许对外发布为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或正式交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627013735214_c47edb1f","event_type":"message.delivered","message_id":"msg_20260627013735164_a642cb97","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627013735164_a642cb97","causation_id":"evt_20260627013735190_d57516a4","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:37:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627013202810_0153cfb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n\n复盘审核结论：有条件通过，复盘方案通过但问题未闭环。\n\n我已按 fp 规范读取 `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`、`AI协作复盘规范.md`，并复核 `ana-doc/有色案例/核心文档质量漏审复盘.md`、`ana-doc/研报体系/研报解析架构.md`、有色本地分析/审核规范、问题记录和样本文档。\n\n核查结论：\n1. 用户原始反馈覆盖充分：本次不是单一“市场总览没数据”，而是大量核心阅读文档存在市场没数据、结论没案例、没有前因后果的问题。\n2. 执行侧根因成立：分析员把“目录结构和中文 DRAFT 文件生成”误判为“核心阅读文档完成”，没有把 `研报解析架构.md` 的写作底线转成逐文档验收。\n3. 审核侧漏审成立：我此前过度核文件数量、状态、风险词、result_index 和 DRAFT 边界，没有按总览、子行业详细、子行业市场分析、公司页做人读质量抽样。\n4. 样本抽查支持用户反馈：`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md` 等样本存在结构可见但数据、案例、推理链和公司含义展开不足的问题。\n5. 当前 57 个核心阅读文档应统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态，不能称为合格用户核心阅读稿。\n\n必须修正项：\n1. 在 `result_index.md`、核心阅读入口或等价入口中明确 57 个核心阅读文档的整体降级口径。\n2. 先返修 4 个样本文档：`有色的产业链总览.md`、`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md`，提交样本复审。\n3. 样本复审必须逐条检查数据、案例、前因后果、横向对比和公司含义；不得只以 DRAFT、风险词、文件数量或目录完整作为通过依据。\n4. 样本返修和质量门复审前，不得关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。\n\n反加码边界：\n1. 不要求重新读取全部 359 份原始资料。\n2. 不要求立即全量重写 57 个文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若样本返修发现既有资料不足，应在正文降级并引用待补资料清单，不得为了补齐结论而无限补资料。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 复盘输入稿：`ana-doc/有色案例/核心文档质量漏审复盘.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n后续允许动作：\n允许进入“4 个样本文档返修 + 样本人读质量复审”阶段。样本通过前，不允许宣称有色核心阅读文档质量问题已闭环；不允许对外发布为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或正式交付版本。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627013747719_04d29ae4","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T01:37:47+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627013202810_0153cfb4","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260627013202810_0153cfb4","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627014132011_3e81a009","event_type":"message.created","message_id":"msg_20260627014132011_5d82ce99","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627014132011_5d82ce99","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:41:32+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627013735164_a642cb97\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n处理回执：\n已收到审核员 fp 联合复盘结论：有条件通过，复盘方案通过但问题未闭环。\n\n已落实事项：\n1. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“重要降级说明”。\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“当前降级状态”。\n3. `ana-doc/有色案例/案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001`。\n4. `ana-doc/有色案例/案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。\n5. `ana-doc/有色案例/核心文档质量漏审复盘.md` 已回写本次联合复盘审核回执。\n6. `ana-doc/有色案例/案例问题记录.md` 当前状态已为“复盘方案有条件通过，待样本返修”。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n后续执行：\n按审核意见进入 4 个样本文档返修：\n1. `有色的产业链总览.md`\n2. `子行业/铜_详细介绍.md`\n3. `子行业/铜_市场分析.md`\n4. `公司/紫金矿业.md`\n\n边界确认：\n1. 不重新读取全部 359 份原始资料。\n2. 不立即全量重写 57 个文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 样本返修和质量门复审前，不关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014132037_d72b7004","event_type":"message.routed","message_id":"msg_20260627014132011_5d82ce99","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627014132011_5d82ce99","causation_id":"evt_20260627014132011_3e81a009","parent_message_id":null,"status":"routed","created_at":"2026-06-27T01:41:32+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627013735164_a642cb97\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n处理回执：\n已收到审核员 fp 联合复盘结论：有条件通过，复盘方案通过但问题未闭环。\n\n已落实事项：\n1. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“重要降级说明”。\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“当前降级状态”。\n3. `ana-doc/有色案例/案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001`。\n4. `ana-doc/有色案例/案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。\n5. `ana-doc/有色案例/核心文档质量漏审复盘.md` 已回写本次联合复盘审核回执。\n6. `ana-doc/有色案例/案例问题记录.md` 当前状态已为“复盘方案有条件通过，待样本返修”。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n后续执行：\n按审核意见进入 4 个样本文档返修：\n1. `有色的产业链总览.md`\n2. `子行业/铜_详细介绍.md`\n3. `子行业/铜_市场分析.md`\n4. `公司/紫金矿业.md`\n\n边界确认：\n1. 不重新读取全部 359 份原始资料。\n2. 不立即全量重写 57 个文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 样本返修和质量门复审前，不关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014132062_e57e09d7","event_type":"message.delivered","message_id":"msg_20260627014132011_5d82ce99","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627014132011_5d82ce99","causation_id":"evt_20260627014132037_d72b7004","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:41:32+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627013735164_a642cb97\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n处理回执：\n已收到审核员 fp 联合复盘结论：有条件通过，复盘方案通过但问题未闭环。\n\n已落实事项：\n1. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“重要降级说明”。\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“当前降级状态”。\n3. `ana-doc/有色案例/案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001`。\n4. `ana-doc/有色案例/案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。\n5. `ana-doc/有色案例/核心文档质量漏审复盘.md` 已回写本次联合复盘审核回执。\n6. `ana-doc/有色案例/案例问题记录.md` 当前状态已为“复盘方案有条件通过，待样本返修”。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n后续执行：\n按审核意见进入 4 个样本文档返修：\n1. `有色的产业链总览.md`\n2. `子行业/铜_详细介绍.md`\n3. `子行业/铜_市场分析.md`\n4. `公司/紫金矿业.md`\n\n边界确认：\n1. 不重新读取全部 359 份原始资料。\n2. 不立即全量重写 57 个文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 样本返修和质量门复审前，不关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014132316_025484c6","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T01:41:32+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627014132011_5d82ce99","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627014132314_21007a65","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627014132360_0076007e","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T01:41:32+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627014132011_5d82ce99","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f0505-c646-7c03-a646-c692242ae853","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627014142774_16133a09","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T01:41:42+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627013735164_a642cb97","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627013735164_a642cb97","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627014326629_6f81d2e6","event_type":"message.created","message_id":"msg_20260627014326629_3781206d","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627014326629_3781206d","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:43:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627014132011_5d82ce99\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n复核结论：通过。\n\n本次只复核前序 fp 联合复盘审核提出的“57 个核心阅读文档整体降级口径”是否落地，不复核 4 个样本文档返修质量，不扩大为新一轮核心文档内容审核。\n\n已确认：\n1. `result_index.md` 状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“重要降级说明”。\n2. `核心阅读入口.md` 状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“当前降级状态”。\n3. 已明确 57 个核心阅读 Markdown 当前只能作为结构草稿和返修基线，不能称为合格用户核心阅读稿。\n4. 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001` 和 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。\n5. `核心文档质量漏审复盘.md` 已回写本次审核回执。\n6. `案例问题记录.md` 仍为“复盘方案有条件通过，待样本返修”，未误关闭。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001`\n2. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n3. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n\n边界：\n1. 本次通过只覆盖降级落地。\n2. 不代表 4 个样本文档已经返修通过。\n3. `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭。\n4. 后续样本复审必须按数据、案例、前因后果、横向对比和公司含义做人读质量检查。\n\n允许下一步：\n进入 4 个样本文档返修阶段。样本复审通过前，不允许宣称有色核心阅读文档质量问题已闭环，也不得把当前 57 个核心阅读文档作为合格用户阅读稿或正式交付版本使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014326655_fd68fe53","event_type":"message.routed","message_id":"msg_20260627014326629_3781206d","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627014326629_3781206d","causation_id":"evt_20260627014326629_6f81d2e6","parent_message_id":null,"status":"routed","created_at":"2026-06-27T01:43:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627014132011_5d82ce99\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n复核结论：通过。\n\n本次只复核前序 fp 联合复盘审核提出的“57 个核心阅读文档整体降级口径”是否落地，不复核 4 个样本文档返修质量，不扩大为新一轮核心文档内容审核。\n\n已确认：\n1. `result_index.md` 状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“重要降级说明”。\n2. `核心阅读入口.md` 状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“当前降级状态”。\n3. 已明确 57 个核心阅读 Markdown 当前只能作为结构草稿和返修基线，不能称为合格用户核心阅读稿。\n4. 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001` 和 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。\n5. `核心文档质量漏审复盘.md` 已回写本次审核回执。\n6. `案例问题记录.md` 仍为“复盘方案有条件通过，待样本返修”，未误关闭。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001`\n2. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n3. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n\n边界：\n1. 本次通过只覆盖降级落地。\n2. 不代表 4 个样本文档已经返修通过。\n3. `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭。\n4. 后续样本复审必须按数据、案例、前因后果、横向对比和公司含义做人读质量检查。\n\n允许下一步：\n进入 4 个样本文档返修阶段。样本复审通过前，不允许宣称有色核心阅读文档质量问题已闭环，也不得把当前 57 个核心阅读文档作为合格用户阅读稿或正式交付版本使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014326680_ef16187e","event_type":"message.delivered","message_id":"msg_20260627014326629_3781206d","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627014326629_3781206d","causation_id":"evt_20260627014326655_fd68fe53","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:43:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627014132011_5d82ce99\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n复核结论：通过。\n\n本次只复核前序 fp 联合复盘审核提出的“57 个核心阅读文档整体降级口径”是否落地，不复核 4 个样本文档返修质量，不扩大为新一轮核心文档内容审核。\n\n已确认：\n1. `result_index.md` 状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“重要降级说明”。\n2. `核心阅读入口.md` 状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“当前降级状态”。\n3. 已明确 57 个核心阅读 Markdown 当前只能作为结构草稿和返修基线，不能称为合格用户核心阅读稿。\n4. 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001` 和 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。\n5. `核心文档质量漏审复盘.md` 已回写本次审核回执。\n6. `案例问题记录.md` 仍为“复盘方案有条件通过，待样本返修”，未误关闭。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001`\n2. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n3. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n\n边界：\n1. 本次通过只覆盖降级落地。\n2. 不代表 4 个样本文档已经返修通过。\n3. `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭。\n4. 后续样本复审必须按数据、案例、前因后果、横向对比和公司含义做人读质量检查。\n\n允许下一步：\n进入 4 个样本文档返修阶段。样本复审通过前，不允许宣称有色核心阅读文档质量问题已闭环，也不得把当前 57 个核心阅读文档作为合格用户阅读稿或正式交付版本使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627014339930_26dd4b50","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T01:43:39+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627014132011_5d82ce99","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260627014132011_5d82ce99","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627014557680_b8af256d","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T01:45:57+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627014326629_3781206d","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627014326629_3781206d","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627014917112_3369cf94","event_type":"message.created","message_id":"msg_20260627014917112_5207603b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627014917112_5207603b","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:49:17+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_fp: FP-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n\n复审请求：\n请审核员按前序 fp 联合复盘结论，对 4 个样本文档返修结果做“人读质量复审”。本次不是正式行业结论审核，也不是全量 57 个文档审核。\n\n返修样本：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n\n自检摘要：\n`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n设计和执行记录：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-SAMPLE-REPAIR-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001`\n\n请重点检查：\n1. 数据：每个样本文档是否有具体数据、事实句、线索表或明确 DATA_GAP_REVIEW。\n2. 案例：是否用巨龙铜矿、铜价库存、TC/RC、紫金矿业年报入口、Manono 项目等证据入口支撑判断。\n3. 前因后果：是否解释为什么资源端、铜、紫金矿业等值得观察，而不是只列结论。\n4. 横向对比：是否有主线对比、品种对比、公司类型对比或公司横向对比。\n5. 公司含义：紫金矿业页是否说明铜、金、锂等业务如何影响公司观察状态，并保留非交易建议边界。\n6. 边界：是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n自检结果：\n1. 4 个样本文档均含 `SAMPLE_CONTENT_REPAIR` 状态。\n2. 词频辅助统计显示 4 个样本均已有数据、案例/证据、推理链和横向对比相关内容；该统计只作辅助，请以人工阅读为准。\n3. 风险词抽查中“正式行业结论、正式公司结论、买入、卖出、目标价、收益承诺、交易指令”等均处于限制或否定语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n反加码边界：\n1. 本次只审 4 个样本，不要求全量重写 57 个文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若样本仍不足，请指出最小必须修正项；不要把问题扩大为全量重跑。\n\n请求结论：\n请给出样本人读质量复审结论。若通过，请说明是否允许以该样本标准继续分批迁移其余核心阅读文档；若需补充，请列出必须修正项。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014917139_fa9ee23c","event_type":"message.routed","message_id":"msg_20260627014917112_5207603b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627014917112_5207603b","causation_id":"evt_20260627014917112_3369cf94","parent_message_id":null,"status":"routed","created_at":"2026-06-27T01:49:17+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_fp: FP-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n\n复审请求：\n请审核员按前序 fp 联合复盘结论，对 4 个样本文档返修结果做“人读质量复审”。本次不是正式行业结论审核，也不是全量 57 个文档审核。\n\n返修样本：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n\n自检摘要：\n`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n设计和执行记录：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-SAMPLE-REPAIR-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001`\n\n请重点检查：\n1. 数据：每个样本文档是否有具体数据、事实句、线索表或明确 DATA_GAP_REVIEW。\n2. 案例：是否用巨龙铜矿、铜价库存、TC/RC、紫金矿业年报入口、Manono 项目等证据入口支撑判断。\n3. 前因后果：是否解释为什么资源端、铜、紫金矿业等值得观察，而不是只列结论。\n4. 横向对比：是否有主线对比、品种对比、公司类型对比或公司横向对比。\n5. 公司含义：紫金矿业页是否说明铜、金、锂等业务如何影响公司观察状态，并保留非交易建议边界。\n6. 边界：是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n自检结果：\n1. 4 个样本文档均含 `SAMPLE_CONTENT_REPAIR` 状态。\n2. 词频辅助统计显示 4 个样本均已有数据、案例/证据、推理链和横向对比相关内容；该统计只作辅助，请以人工阅读为准。\n3. 风险词抽查中“正式行业结论、正式公司结论、买入、卖出、目标价、收益承诺、交易指令”等均处于限制或否定语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n反加码边界：\n1. 本次只审 4 个样本，不要求全量重写 57 个文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若样本仍不足，请指出最小必须修正项；不要把问题扩大为全量重跑。\n\n请求结论：\n请给出样本人读质量复审结论。若通过，请说明是否允许以该样本标准继续分批迁移其余核心阅读文档；若需补充，请列出必须修正项。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014917164_bbd83854","event_type":"message.delivered","message_id":"msg_20260627014917112_5207603b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627014917112_5207603b","causation_id":"evt_20260627014917139_fa9ee23c","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:49:17+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_fp: FP-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n\n复审请求：\n请审核员按前序 fp 联合复盘结论，对 4 个样本文档返修结果做“人读质量复审”。本次不是正式行业结论审核，也不是全量 57 个文档审核。\n\n返修样本：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n\n自检摘要：\n`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n设计和执行记录：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-SAMPLE-REPAIR-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001`\n\n请重点检查：\n1. 数据：每个样本文档是否有具体数据、事实句、线索表或明确 DATA_GAP_REVIEW。\n2. 案例：是否用巨龙铜矿、铜价库存、TC/RC、紫金矿业年报入口、Manono 项目等证据入口支撑判断。\n3. 前因后果：是否解释为什么资源端、铜、紫金矿业等值得观察，而不是只列结论。\n4. 横向对比：是否有主线对比、品种对比、公司类型对比或公司横向对比。\n5. 公司含义：紫金矿业页是否说明铜、金、锂等业务如何影响公司观察状态，并保留非交易建议边界。\n6. 边界：是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n自检结果：\n1. 4 个样本文档均含 `SAMPLE_CONTENT_REPAIR` 状态。\n2. 词频辅助统计显示 4 个样本均已有数据、案例/证据、推理链和横向对比相关内容；该统计只作辅助，请以人工阅读为准。\n3. 风险词抽查中“正式行业结论、正式公司结论、买入、卖出、目标价、收益承诺、交易指令”等均处于限制或否定语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n反加码边界：\n1. 本次只审 4 个样本，不要求全量重写 57 个文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若样本仍不足，请指出最小必须修正项；不要把问题扩大为全量重跑。\n\n请求结论：\n请给出样本人读质量复审结论。若通过，请说明是否允许以该样本标准继续分批迁移其余核心阅读文档；若需补充，请列出必须修正项。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627014917420_06ab6645","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T01:49:17+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627014917112_5207603b","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627014917419_22ea2ecb","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627014917455_83ceb7f1","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T01:49:17+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627014917112_5207603b","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f050c-df0d-74f2-9549-6e9f4de858b6","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627015202494_56d29b77","event_type":"message.created","message_id":"msg_20260627015202494_667bead1","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627015202494_667bead1","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:52:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627014917112_5207603b\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审 4 个样本文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `有色的产业链总览.md`：通过。已补事实句覆盖、53 条价格库存线索、41 张页图、巨龙铜矿和公司分层读法，能解释资源端为何成为第一主线。\n2. `铜_详细介绍.md`：通过。已补 LME/SMM/SHFE 铜价格库存入口、铜事实句、湿法铜、非洲冶炼、TC/RC、巨龙铜矿和公司分层。\n3. `铜_市场分析.md`：通过。已补市场数据卡、供给/冶炼/库存/需求四层拆解、品种横向对比和公司弹性排序口径。\n4. `紫金矿业.md`：通过。已补 mention_count、公司官方源入口、巨龙铜矿、Manono 项目、铜金锂业务拆解、横向对比和非交易建议边界。\n\n总体判断：\n4 个样本文档已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。它们能够展示如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档，同时保留 DRAFT、DATA_PARTIAL、DATA_GAP_REVIEW 和正式输出边界。\n\n非阻断提醒：\n1. 样本通过不等于正式行业结论、正式公司结论或正式指标通过。\n2. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。\n3. 其余 53 个核心阅读文档仍不得自动升级为合格稿；必须按本样本标准分批迁移或继续保持降级状态。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许以这 4 个样本文档作为后续分批迁移其余核心阅读文档的质量样本标准。下一阶段可按本样本标准分批迁移其余核心阅读文档，并逐批提交复审或在结果入口明确仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 的剩余范围。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“样本返修通过，待分批迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627015202521_91978327","event_type":"message.routed","message_id":"msg_20260627015202494_667bead1","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627015202494_667bead1","causation_id":"evt_20260627015202494_56d29b77","parent_message_id":null,"status":"routed","created_at":"2026-06-27T01:52:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627014917112_5207603b\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审 4 个样本文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `有色的产业链总览.md`：通过。已补事实句覆盖、53 条价格库存线索、41 张页图、巨龙铜矿和公司分层读法，能解释资源端为何成为第一主线。\n2. `铜_详细介绍.md`：通过。已补 LME/SMM/SHFE 铜价格库存入口、铜事实句、湿法铜、非洲冶炼、TC/RC、巨龙铜矿和公司分层。\n3. `铜_市场分析.md`：通过。已补市场数据卡、供给/冶炼/库存/需求四层拆解、品种横向对比和公司弹性排序口径。\n4. `紫金矿业.md`：通过。已补 mention_count、公司官方源入口、巨龙铜矿、Manono 项目、铜金锂业务拆解、横向对比和非交易建议边界。\n\n总体判断：\n4 个样本文档已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。它们能够展示如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档，同时保留 DRAFT、DATA_PARTIAL、DATA_GAP_REVIEW 和正式输出边界。\n\n非阻断提醒：\n1. 样本通过不等于正式行业结论、正式公司结论或正式指标通过。\n2. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。\n3. 其余 53 个核心阅读文档仍不得自动升级为合格稿；必须按本样本标准分批迁移或继续保持降级状态。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许以这 4 个样本文档作为后续分批迁移其余核心阅读文档的质量样本标准。下一阶段可按本样本标准分批迁移其余核心阅读文档，并逐批提交复审或在结果入口明确仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 的剩余范围。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“样本返修通过，待分批迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627015202547_b139d00e","event_type":"message.delivered","message_id":"msg_20260627015202494_667bead1","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627015202494_667bead1","causation_id":"evt_20260627015202521_91978327","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:52:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627014917112_5207603b\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审 4 个样本文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `有色的产业链总览.md`：通过。已补事实句覆盖、53 条价格库存线索、41 张页图、巨龙铜矿和公司分层读法，能解释资源端为何成为第一主线。\n2. `铜_详细介绍.md`：通过。已补 LME/SMM/SHFE 铜价格库存入口、铜事实句、湿法铜、非洲冶炼、TC/RC、巨龙铜矿和公司分层。\n3. `铜_市场分析.md`：通过。已补市场数据卡、供给/冶炼/库存/需求四层拆解、品种横向对比和公司弹性排序口径。\n4. `紫金矿业.md`：通过。已补 mention_count、公司官方源入口、巨龙铜矿、Manono 项目、铜金锂业务拆解、横向对比和非交易建议边界。\n\n总体判断：\n4 个样本文档已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。它们能够展示如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档，同时保留 DRAFT、DATA_PARTIAL、DATA_GAP_REVIEW 和正式输出边界。\n\n非阻断提醒：\n1. 样本通过不等于正式行业结论、正式公司结论或正式指标通过。\n2. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。\n3. 其余 53 个核心阅读文档仍不得自动升级为合格稿；必须按本样本标准分批迁移或继续保持降级状态。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许以这 4 个样本文档作为后续分批迁移其余核心阅读文档的质量样本标准。下一阶段可按本样本标准分批迁移其余核心阅读文档，并逐批提交复审或在结果入口明确仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 的剩余范围。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“样本返修通过，待分批迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627015202831_91e9aedb","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T01:52:02+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627015202494_667bead1","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","lease_id":"lease_20260627015202829_993cb63c","app_server_url":"ws://127.0.0.1:4570"}}
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{"schema_version":"1.0","event_id":"evt_20260627020402267_ca39a4c9","event_type":"message.created","message_id":"msg_20260627020402267_4c2a8eb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020402267_4c2a8eb4","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:04:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“铝链条 5 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 本轮在样本通过后，迁移第二批：铝链条 5 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 铝相关规则抽取事实句约 707 条。\n2. LME Aluminum Cash Settlement 3150.00 美元/吨、LME 3-month Aluminum 3160.50 美元/吨、LME 铝库存 310225 吨、SMM A00 铝锭入口、SHFE 铝库存 527345 吨。\n3. 原研报价格库存线索：社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选线索。\n4. 供给事件线索：几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限。\n5. 公司证据入口：中国铝业 mention_count 约 54，云铝股份 mention_count 约 51；公司官方源仍需正式核验。\n\n请审核的重点：\n1. 5 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核铝链条 5 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 5 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 5 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627020402293_3fe662ad","event_type":"message.routed","message_id":"msg_20260627020402267_4c2a8eb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020402267_4c2a8eb4","causation_id":"evt_20260627020402267_ca39a4c9","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:04:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“铝链条 5 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 本轮在样本通过后，迁移第二批：铝链条 5 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 铝相关规则抽取事实句约 707 条。\n2. LME Aluminum Cash Settlement 3150.00 美元/吨、LME 3-month Aluminum 3160.50 美元/吨、LME 铝库存 310225 吨、SMM A00 铝锭入口、SHFE 铝库存 527345 吨。\n3. 原研报价格库存线索：社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选线索。\n4. 供给事件线索：几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限。\n5. 公司证据入口：中国铝业 mention_count 约 54，云铝股份 mention_count 约 51；公司官方源仍需正式核验。\n\n请审核的重点：\n1. 5 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核铝链条 5 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 5 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 5 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627020402320_bb315c1d","event_type":"message.delivered","message_id":"msg_20260627020402267_4c2a8eb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020402267_4c2a8eb4","causation_id":"evt_20260627020402293_3fe662ad","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:04:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“铝链条 5 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 本轮在样本通过后，迁移第二批：铝链条 5 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 铝相关规则抽取事实句约 707 条。\n2. LME Aluminum Cash Settlement 3150.00 美元/吨、LME 3-month Aluminum 3160.50 美元/吨、LME 铝库存 310225 吨、SMM A00 铝锭入口、SHFE 铝库存 527345 吨。\n3. 原研报价格库存线索：社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选线索。\n4. 供给事件线索：几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限。\n5. 公司证据入口：中国铝业 mention_count 约 54，云铝股份 mention_count 约 51；公司官方源仍需正式核验。\n\n请审核的重点：\n1. 5 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核铝链条 5 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 5 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 5 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627020402569_4e5933e4","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T02:04:02+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627020402267_4c2a8eb4","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627020402567_b28b2647","app_server_url":"ws://127.0.0.1:4570"}}
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{"schema_version":"1.0","event_id":"evt_20260627020645638_fe000b48","event_type":"message.created","message_id":"msg_20260627020645638_8c205421","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020645638_8c205421","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:06:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627020402267_4c2a8eb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审铝链条 5 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `铝_总览.md`：通过。已补入 LME/SMM/SHFE、社会库存、铝棒库存、原研报价格库存线索、几内亚铝土矿、中东电解铝、俄铝库存和公司分层读法。\n2. `铝_详细介绍.md`：通过。已补入铝事实句、价格库存数据、铝土矿、氧化铝、电解铝、加工和终端需求的利润传导，以及公司映射。\n3. `铝_市场分析.md`：通过。已补入市场数据卡、供给/需求/成本利润拆解、历史位置边界、横向比较和公司弹性排序口径。\n4. `中国铝业.md`：通过。已说明一体化铝链公司含义、铝土矿/氧化铝/电解铝传导、横向对比、触发/失效条件和非交易建议边界。\n5. `云铝股份.md`：通过。已说明低成本电解铝/绿电属性、铝价库存和成本传导、横向对比、触发/失效条件和非交易建议边界。\n\n总体判断：\n铝链条 5 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把铝价、库存、供给扰动、成本曲线、公司类型和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式铝行业结论、正式公司结论或正式指标通过。\n2. 文中 LME、SMM、SHFE、社会库存、铝棒库存、氧化铝、电力成本、中国铝业和云铝股份公司数据，正式输出前仍需补报告日期、原始表格行、单位/币种、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许铝链条 5 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“铝链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627020645665_a51fd27c","event_type":"message.routed","message_id":"msg_20260627020645638_8c205421","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020645638_8c205421","causation_id":"evt_20260627020645638_fe000b48","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:06:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627020402267_4c2a8eb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审铝链条 5 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `铝_总览.md`：通过。已补入 LME/SMM/SHFE、社会库存、铝棒库存、原研报价格库存线索、几内亚铝土矿、中东电解铝、俄铝库存和公司分层读法。\n2. `铝_详细介绍.md`：通过。已补入铝事实句、价格库存数据、铝土矿、氧化铝、电解铝、加工和终端需求的利润传导，以及公司映射。\n3. `铝_市场分析.md`：通过。已补入市场数据卡、供给/需求/成本利润拆解、历史位置边界、横向比较和公司弹性排序口径。\n4. `中国铝业.md`：通过。已说明一体化铝链公司含义、铝土矿/氧化铝/电解铝传导、横向对比、触发/失效条件和非交易建议边界。\n5. `云铝股份.md`：通过。已说明低成本电解铝/绿电属性、铝价库存和成本传导、横向对比、触发/失效条件和非交易建议边界。\n\n总体判断：\n铝链条 5 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把铝价、库存、供给扰动、成本曲线、公司类型和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式铝行业结论、正式公司结论或正式指标通过。\n2. 文中 LME、SMM、SHFE、社会库存、铝棒库存、氧化铝、电力成本、中国铝业和云铝股份公司数据，正式输出前仍需补报告日期、原始表格行、单位/币种、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许铝链条 5 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“铝链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627020645691_2b59297f","event_type":"message.delivered","message_id":"msg_20260627020645638_8c205421","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020645638_8c205421","causation_id":"evt_20260627020645665_a51fd27c","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:06:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627020402267_4c2a8eb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审铝链条 5 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `铝_总览.md`：通过。已补入 LME/SMM/SHFE、社会库存、铝棒库存、原研报价格库存线索、几内亚铝土矿、中东电解铝、俄铝库存和公司分层读法。\n2. `铝_详细介绍.md`：通过。已补入铝事实句、价格库存数据、铝土矿、氧化铝、电解铝、加工和终端需求的利润传导，以及公司映射。\n3. `铝_市场分析.md`：通过。已补入市场数据卡、供给/需求/成本利润拆解、历史位置边界、横向比较和公司弹性排序口径。\n4. `中国铝业.md`：通过。已说明一体化铝链公司含义、铝土矿/氧化铝/电解铝传导、横向对比、触发/失效条件和非交易建议边界。\n5. `云铝股份.md`：通过。已说明低成本电解铝/绿电属性、铝价库存和成本传导、横向对比、触发/失效条件和非交易建议边界。\n\n总体判断：\n铝链条 5 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把铝价、库存、供给扰动、成本曲线、公司类型和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式铝行业结论、正式公司结论或正式指标通过。\n2. 文中 LME、SMM、SHFE、社会库存、铝棒库存、氧化铝、电力成本、中国铝业和云铝股份公司数据，正式输出前仍需补报告日期、原始表格行、单位/币种、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许铝链条 5 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“铝链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627020700753_bf0d4d70","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T02:07:00+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627020402267_4c2a8eb4","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260627020402267_4c2a8eb4","dispatch_next":true}}
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{"schema_version":"1.0","event_id":"evt_20260627021142148_e1ca287b","event_type":"message.created","message_id":"msg_20260627021142148_3b1c7db3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021142148_3b1c7db3","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:11:42+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“钨链条 7 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 铝链条 5 个文档已通过 `AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`。\n5. 本轮继续迁移钨链条 7 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n8. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 钨相关规则抽取事实句约 325 条。\n2. 价格线索：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨；APT 77 万元/吨；碳化钨粉 1150 元/公斤。\n3. 供给线索：钨矿开采总量控制、战略资源属性、出口限制和供给端收紧。\n4. 需求线索：电子、国防、高端制造、PCB 钻针、数控刀具、硬质合金和下游补库。\n5. 公司线索：中钨高新金洲精工、五矿钨产业平台；厦门钨业钨/稀土/材料复合线索；章源钨业资源和钨制品线索；湖南黄金黄金/锑/钨多线索及新装置线索。\n\n请审核的重点：\n1. 7 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核钨链条 7 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 7 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 7 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627021142176_49c0b129","event_type":"message.routed","message_id":"msg_20260627021142148_3b1c7db3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021142148_3b1c7db3","causation_id":"evt_20260627021142148_e1ca287b","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:11:42+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“钨链条 7 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 铝链条 5 个文档已通过 `AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`。\n5. 本轮继续迁移钨链条 7 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n8. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 钨相关规则抽取事实句约 325 条。\n2. 价格线索：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨；APT 77 万元/吨；碳化钨粉 1150 元/公斤。\n3. 供给线索：钨矿开采总量控制、战略资源属性、出口限制和供给端收紧。\n4. 需求线索：电子、国防、高端制造、PCB 钻针、数控刀具、硬质合金和下游补库。\n5. 公司线索：中钨高新金洲精工、五矿钨产业平台；厦门钨业钨/稀土/材料复合线索；章源钨业资源和钨制品线索；湖南黄金黄金/锑/钨多线索及新装置线索。\n\n请审核的重点：\n1. 7 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核钨链条 7 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 7 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 7 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627021142203_8d09db5f","event_type":"message.delivered","message_id":"msg_20260627021142148_3b1c7db3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021142148_3b1c7db3","causation_id":"evt_20260627021142176_49c0b129","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:11:42+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“钨链条 7 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 铝链条 5 个文档已通过 `AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`。\n5. 本轮继续迁移钨链条 7 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n8. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 钨相关规则抽取事实句约 325 条。\n2. 价格线索：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨；APT 77 万元/吨；碳化钨粉 1150 元/公斤。\n3. 供给线索：钨矿开采总量控制、战略资源属性、出口限制和供给端收紧。\n4. 需求线索：电子、国防、高端制造、PCB 钻针、数控刀具、硬质合金和下游补库。\n5. 公司线索：中钨高新金洲精工、五矿钨产业平台；厦门钨业钨/稀土/材料复合线索；章源钨业资源和钨制品线索；湖南黄金黄金/锑/钨多线索及新装置线索。\n\n请审核的重点：\n1. 7 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核钨链条 7 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 7 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 7 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627021142457_a5720fe1","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T02:11:42+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627021142148_3b1c7db3","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627021142455_b93c3b16","app_server_url":"ws://127.0.0.1:4570"}}
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{"schema_version":"1.0","event_id":"evt_20260627021441913_9a2a6d40","event_type":"message.created","message_id":"msg_20260627021441913_68b71974","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021441913_68b71974","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:14:41+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627021142148_3b1c7db3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审钨链条 7 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `钨_总览.md`：通过。已补钨事实句、钨精矿、APT、碳化钨粉、供给约束、高端制造需求、公司分层和横向品种对比。\n2. `钨_详细介绍.md`：通过。已补价格链条、供给案例、需求案例、中钨高新/金洲精工线索、利润流和公司含义。\n3. `钨_市场分析.md`：通过。已补市场数据卡、供需利润传导、市场显影、横向对比、公司弹性排序口径和风险边界。\n4. `中钨高新.md`：通过。已说明硬质合金、刀具、PCB 钻针、金洲精工和五矿钨产业平台的公司含义。\n5. `厦门钨业.md`：通过。已说明钨、稀土、材料复合型公司需要拆业务线核验，不把相关标的线索写成推荐。\n6. `章源钨业.md`：通过。已说明资源端和钨制品暴露、原料涨价与产品传导的差异。\n7. `湖南黄金.md`：通过。已说明黄金、锑、钨多线索必须分账，官方源和新装置线索仍需核验。\n\n总体判断：\n钨链条 7 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把钨价格链条、供给约束、下游需求、资源/材料/刀具分层、公司比较和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式钨行业结论、正式公司结论或正式指标通过。\n2. 文中钨精矿、APT、碳化钨粉、下游补库、中钨高新、厦门钨业、章源钨业、湖南黄金等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许钨链条 7 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“钨链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627021441941_db4d01c8","event_type":"message.routed","message_id":"msg_20260627021441913_68b71974","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021441913_68b71974","causation_id":"evt_20260627021441913_9a2a6d40","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:14:41+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627021142148_3b1c7db3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审钨链条 7 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `钨_总览.md`：通过。已补钨事实句、钨精矿、APT、碳化钨粉、供给约束、高端制造需求、公司分层和横向品种对比。\n2. `钨_详细介绍.md`：通过。已补价格链条、供给案例、需求案例、中钨高新/金洲精工线索、利润流和公司含义。\n3. `钨_市场分析.md`：通过。已补市场数据卡、供需利润传导、市场显影、横向对比、公司弹性排序口径和风险边界。\n4. `中钨高新.md`：通过。已说明硬质合金、刀具、PCB 钻针、金洲精工和五矿钨产业平台的公司含义。\n5. `厦门钨业.md`：通过。已说明钨、稀土、材料复合型公司需要拆业务线核验，不把相关标的线索写成推荐。\n6. `章源钨业.md`：通过。已说明资源端和钨制品暴露、原料涨价与产品传导的差异。\n7. `湖南黄金.md`：通过。已说明黄金、锑、钨多线索必须分账，官方源和新装置线索仍需核验。\n\n总体判断：\n钨链条 7 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把钨价格链条、供给约束、下游需求、资源/材料/刀具分层、公司比较和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式钨行业结论、正式公司结论或正式指标通过。\n2. 文中钨精矿、APT、碳化钨粉、下游补库、中钨高新、厦门钨业、章源钨业、湖南黄金等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许钨链条 7 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“钨链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627021441968_cda87c5a","event_type":"message.delivered","message_id":"msg_20260627021441913_68b71974","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021441913_68b71974","causation_id":"evt_20260627021441941_db4d01c8","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:14:41+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627021142148_3b1c7db3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审钨链条 7 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `钨_总览.md`：通过。已补钨事实句、钨精矿、APT、碳化钨粉、供给约束、高端制造需求、公司分层和横向品种对比。\n2. `钨_详细介绍.md`：通过。已补价格链条、供给案例、需求案例、中钨高新/金洲精工线索、利润流和公司含义。\n3. `钨_市场分析.md`：通过。已补市场数据卡、供需利润传导、市场显影、横向对比、公司弹性排序口径和风险边界。\n4. `中钨高新.md`：通过。已说明硬质合金、刀具、PCB 钻针、金洲精工和五矿钨产业平台的公司含义。\n5. `厦门钨业.md`：通过。已说明钨、稀土、材料复合型公司需要拆业务线核验，不把相关标的线索写成推荐。\n6. `章源钨业.md`：通过。已说明资源端和钨制品暴露、原料涨价与产品传导的差异。\n7. `湖南黄金.md`：通过。已说明黄金、锑、钨多线索必须分账，官方源和新装置线索仍需核验。\n\n总体判断：\n钨链条 7 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把钨价格链条、供给约束、下游需求、资源/材料/刀具分层、公司比较和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式钨行业结论、正式公司结论或正式指标通过。\n2. 文中钨精矿、APT、碳化钨粉、下游补库、中钨高新、厦门钨业、章源钨业、湖南黄金等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许钨链条 7 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“钨链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627021509720_7bdf8dd4","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T02:15:09+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627021441913_68b71974","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627021441913_68b71974","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627022026515_9e2aab8a","event_type":"message.created","message_id":"msg_20260627022026515_bf98b44b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022026515_bf98b44b","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:20:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“锡锑链条 6 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档、铝链条和钨链条均已通过人读质量复审。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 锡锑相关规则抽取事实句约 485 条。\n2. 锡线索：锡周涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨；SHFE.Tin inventory 9286 吨；锡锭 41.28 万元/吨、35.30 万元/吨；锡锭隐性库存逐步干涸；800G+1.6T 光模块放量拉动锡膏需求。\n3. 锑线索：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿 7845.67 吨；锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、国内监管和开采配额。\n4. 公司线索：锡业股份锡资源和精锡队列；华锡有色锡精矿、铅锑精矿、锑锭和矿山资源；华钰矿业锑/铅锌/银资源线索。\n\n请审核的重点：\n1. 6 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核锡锑链条 6 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 6 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 6 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627022026543_d6405122","event_type":"message.routed","message_id":"msg_20260627022026515_bf98b44b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022026515_bf98b44b","causation_id":"evt_20260627022026515_9e2aab8a","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:20:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“锡锑链条 6 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档、铝链条和钨链条均已通过人读质量复审。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 锡锑相关规则抽取事实句约 485 条。\n2. 锡线索：锡周涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨；SHFE.Tin inventory 9286 吨；锡锭 41.28 万元/吨、35.30 万元/吨；锡锭隐性库存逐步干涸；800G+1.6T 光模块放量拉动锡膏需求。\n3. 锑线索：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿 7845.67 吨；锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、国内监管和开采配额。\n4. 公司线索：锡业股份锡资源和精锡队列；华锡有色锡精矿、铅锑精矿、锑锭和矿山资源；华钰矿业锑/铅锌/银资源线索。\n\n请审核的重点：\n1. 6 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核锡锑链条 6 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 6 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 6 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627022026572_a8e5cd37","event_type":"message.delivered","message_id":"msg_20260627022026515_bf98b44b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022026515_bf98b44b","causation_id":"evt_20260627022026543_d6405122","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:20:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“锡锑链条 6 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档、铝链条和钨链条均已通过人读质量复审。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 锡锑相关规则抽取事实句约 485 条。\n2. 锡线索：锡周涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨；SHFE.Tin inventory 9286 吨；锡锭 41.28 万元/吨、35.30 万元/吨；锡锭隐性库存逐步干涸；800G+1.6T 光模块放量拉动锡膏需求。\n3. 锑线索：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿 7845.67 吨；锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、国内监管和开采配额。\n4. 公司线索：锡业股份锡资源和精锡队列；华锡有色锡精矿、铅锑精矿、锑锭和矿山资源；华钰矿业锑/铅锌/银资源线索。\n\n请审核的重点：\n1. 6 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核锡锑链条 6 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 6 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 6 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627022026833_b1be8d39","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T02:20:26+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627022026515_bf98b44b","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627022026831_bfdb1d8b","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627022026879_2c066a6f","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T02:20:26+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627022026515_bf98b44b","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f0529-657d-7ad3-9a7e-d4acb417fb9f","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627022408719_8ba4011b","event_type":"message.created","message_id":"msg_20260627022408719_696513f8","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022408719_696513f8","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:24:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627022026515_bf98b44b\n- related_run: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001\n\n审核结论：通过。\n\n本次只复审锡锑链条 6 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n审核依据：\n1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。\n2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。\n3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。\n\n人读质量复审结果：\n\n| 文档 | 结论 |\n|---|---|\n| `锡锑_总览.md` | 通过。已写入锡周涨幅、SMM 锡锭、SHFE 锡库存、锡锭/锑锭价格、三氧化二锑和产量线索，并拆分锡和锑的不同主线。 |\n| `锡锑_详细介绍.md` | 通过。已补产业链利润流、锡数据案例、锑供给案例、公司案例、前因后果和横向对比。 |\n| `锡锑_市场分析.md` | 通过。已补市场数据卡、供需和利润传导、市场显影、公司弹性排序和 DRAFT 风险边界。 |\n| `锡业股份.md` | 通过。已说明锡价、库存、电子需求到锡资源/精锡产量和公司利润弹性的核验路径。 |\n| `华锡有色.md` | 通过。已说明锡精矿、铅锑精矿、锑锭、毛利率、矿山资源和多金属分账逻辑。 |\n| `华钰矿业.md` | 通过。已说明锑价、供给约束、资源项目和业务占比核验，不把券商相关标的线索写成推荐。 |\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过不等于正式锡锑行业结论、正式公司结论或正式指标通过。\n2. 文中锡锭、锑锭、三氧化二锑、铅锑精矿、锑锭产销、锡业股份、华锡有色、华钰矿业等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n是否允许继续：\n允许锡锑链条 6 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用；允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 已更新为“锡锑链条迁移通过，待其余批次迁移”。该问题暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627022408749_f9adb214","event_type":"message.routed","message_id":"msg_20260627022408719_696513f8","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022408719_696513f8","causation_id":"evt_20260627022408719_8ba4011b","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:24:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627022026515_bf98b44b\n- related_run: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001\n\n审核结论：通过。\n\n本次只复审锡锑链条 6 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n审核依据：\n1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。\n2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。\n3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。\n\n人读质量复审结果：\n\n| 文档 | 结论 |\n|---|---|\n| `锡锑_总览.md` | 通过。已写入锡周涨幅、SMM 锡锭、SHFE 锡库存、锡锭/锑锭价格、三氧化二锑和产量线索，并拆分锡和锑的不同主线。 |\n| `锡锑_详细介绍.md` | 通过。已补产业链利润流、锡数据案例、锑供给案例、公司案例、前因后果和横向对比。 |\n| `锡锑_市场分析.md` | 通过。已补市场数据卡、供需和利润传导、市场显影、公司弹性排序和 DRAFT 风险边界。 |\n| `锡业股份.md` | 通过。已说明锡价、库存、电子需求到锡资源/精锡产量和公司利润弹性的核验路径。 |\n| `华锡有色.md` | 通过。已说明锡精矿、铅锑精矿、锑锭、毛利率、矿山资源和多金属分账逻辑。 |\n| `华钰矿业.md` | 通过。已说明锑价、供给约束、资源项目和业务占比核验，不把券商相关标的线索写成推荐。 |\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过不等于正式锡锑行业结论、正式公司结论或正式指标通过。\n2. 文中锡锭、锑锭、三氧化二锑、铅锑精矿、锑锭产销、锡业股份、华锡有色、华钰矿业等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n是否允许继续：\n允许锡锑链条 6 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用；允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 已更新为“锡锑链条迁移通过，待其余批次迁移”。该问题暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627022408777_f18d0264","event_type":"message.delivered","message_id":"msg_20260627022408719_696513f8","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022408719_696513f8","causation_id":"evt_20260627022408749_f9adb214","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:24:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627022026515_bf98b44b\n- related_run: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001\n\n审核结论：通过。\n\n本次只复审锡锑链条 6 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n审核依据：\n1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。\n2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。\n3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。\n\n人读质量复审结果：\n\n| 文档 | 结论 |\n|---|---|\n| `锡锑_总览.md` | 通过。已写入锡周涨幅、SMM 锡锭、SHFE 锡库存、锡锭/锑锭价格、三氧化二锑和产量线索，并拆分锡和锑的不同主线。 |\n| `锡锑_详细介绍.md` | 通过。已补产业链利润流、锡数据案例、锑供给案例、公司案例、前因后果和横向对比。 |\n| `锡锑_市场分析.md` | 通过。已补市场数据卡、供需和利润传导、市场显影、公司弹性排序和 DRAFT 风险边界。 |\n| `锡业股份.md` | 通过。已说明锡价、库存、电子需求到锡资源/精锡产量和公司利润弹性的核验路径。 |\n| `华锡有色.md` | 通过。已说明锡精矿、铅锑精矿、锑锭、毛利率、矿山资源和多金属分账逻辑。 |\n| `华钰矿业.md` | 通过。已说明锑价、供给约束、资源项目和业务占比核验，不把券商相关标的线索写成推荐。 |\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过不等于正式锡锑行业结论、正式公司结论或正式指标通过。\n2. 文中锡锭、锑锭、三氧化二锑、铅锑精矿、锑锭产销、锡业股份、华锡有色、华钰矿业等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n是否允许继续：\n允许锡锑链条 6 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用；允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 已更新为“锡锑链条迁移通过，待其余批次迁移”。该问题暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627025108053_4cd92b4a","event_type":"message.created","message_id":"msg_20260627025108053_4e2d0beb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627","correlation_id":"msg_20260627025108053_4e2d0beb","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:51:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 规范进行联合复审。本轮不是核心文档正文返修审核，而是“核心文档数据解释和人读质量二次复盘”审核。\n\n用户最新反馈要点：\n1. 分析员仍没有彻底消化 `ana-doc/研报体系/研报解析架构.md` 的意图。\n2. 数据一定要解释；只是给数据不解释，用户不知道要干嘛。\n3. 当前很多解释不够人性化，报告不像给人看的。\n4. 用户要求分析员和审核员一起用 fp 复盘，并参考外部行业报告、市场报告、公司报告案例。\n\n本轮已做：\n1. 读取 `C:/Users/Administrator/.codex3/skills/fp/SKILL.md` 和 `AI协作复盘规范.md`。\n2. 复读 `ana-doc/研报体系/研报解析架构.md` 的核心理念、市场文档要求、公司文档要求和核心输出流程。\n3. 抽读用户此前指定的本地参考目录：`D:/策略项目/s-system-doc/observer/mirror/有色行业报告/` 中的总览、市场总览、索引和核心文档输出方案。\n4. 检索并参考外部公开报告写法：McKinsey Global Materials Perspective、S&P Global Copper in the Age of AI、IEA Global Critical Minerals Outlook、Deloitte Tracking the trends。\n5. 新建复盘稿：`ana-doc/有色案例/核心文档人读质量二次复盘.md`。\n6. 新增问题记录：`ana-doc/有色案例/案例问题记录.md` 中 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n7. 新增执行日志：`ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-READABILITY-FP-001`。\n8. 治理校验：`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复盘核心判断：\n当前根因不是单纯缺数据，而是报告写法没有把数据翻译成人话。优秀行业报告会把数据变成判断，把判断变成因果链，把因果链落到公司和风险；而当前有色核心文档仍有不少地方停在资料整理、状态保护和模板迁移。\n\n拟定后续标准：\n每个核心判断至少按五段式表达：\n1. 结论：我现在怎么读。\n2. 数据/案例：支撑这个读法的关键数字或具体案例。\n3. 解释：这个数字或案例说明了什么。\n4. 传导：它会怎样影响产业链、市场阶段或公司利润。\n5. 边界：什么情况下这个读法失效，或当前缺什么。\n\n请求审核重点：\n1. 本轮是否准确承接用户“数据要解释、报告要给人看”的反馈。\n2. 是否同时复盘执行侧、审核侧、规范侧，不只复盘分析员。\n3. 外部报告和本地样例提炼出的写法是否合理。\n4. “五段式核心判断”是否必要且不过度加码。\n5. 是否同意先做 3 个段落样本返修，而不是继续批量迁移或全量重写 57 个文档。\n6. 是否同意前序已迁移文档暂不宣称“用户核心阅读质量已通过”，而是进入“段落级可读性返修”。\n\n反加码边界：\n1. 不要求重新读取全部 359 份 raw。\n2. 不要求马上全量重写 57 个核心文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 本轮重点不是证明数据充分，而是把已有数据、案例和缺口写成人能理解的报告语言。\n\n请返回 fp 复审结论；如需补充，只要求补复盘方案或审核标准，不要要求本轮直接重写核心正文。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627025108081_5b7f553a","event_type":"message.routed","message_id":"msg_20260627025108053_4e2d0beb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627","correlation_id":"msg_20260627025108053_4e2d0beb","causation_id":"evt_20260627025108053_4cd92b4a","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:51:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 规范进行联合复审。本轮不是核心文档正文返修审核，而是“核心文档数据解释和人读质量二次复盘”审核。\n\n用户最新反馈要点：\n1. 分析员仍没有彻底消化 `ana-doc/研报体系/研报解析架构.md` 的意图。\n2. 数据一定要解释；只是给数据不解释，用户不知道要干嘛。\n3. 当前很多解释不够人性化，报告不像给人看的。\n4. 用户要求分析员和审核员一起用 fp 复盘，并参考外部行业报告、市场报告、公司报告案例。\n\n本轮已做：\n1. 读取 `C:/Users/Administrator/.codex3/skills/fp/SKILL.md` 和 `AI协作复盘规范.md`。\n2. 复读 `ana-doc/研报体系/研报解析架构.md` 的核心理念、市场文档要求、公司文档要求和核心输出流程。\n3. 抽读用户此前指定的本地参考目录：`D:/策略项目/s-system-doc/observer/mirror/有色行业报告/` 中的总览、市场总览、索引和核心文档输出方案。\n4. 检索并参考外部公开报告写法：McKinsey Global Materials Perspective、S&P Global Copper in the Age of AI、IEA Global Critical Minerals Outlook、Deloitte Tracking the trends。\n5. 新建复盘稿：`ana-doc/有色案例/核心文档人读质量二次复盘.md`。\n6. 新增问题记录：`ana-doc/有色案例/案例问题记录.md` 中 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n7. 新增执行日志：`ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-READABILITY-FP-001`。\n8. 治理校验：`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复盘核心判断：\n当前根因不是单纯缺数据，而是报告写法没有把数据翻译成人话。优秀行业报告会把数据变成判断，把判断变成因果链，把因果链落到公司和风险；而当前有色核心文档仍有不少地方停在资料整理、状态保护和模板迁移。\n\n拟定后续标准：\n每个核心判断至少按五段式表达：\n1. 结论：我现在怎么读。\n2. 数据/案例：支撑这个读法的关键数字或具体案例。\n3. 解释：这个数字或案例说明了什么。\n4. 传导：它会怎样影响产业链、市场阶段或公司利润。\n5. 边界：什么情况下这个读法失效，或当前缺什么。\n\n请求审核重点：\n1. 本轮是否准确承接用户“数据要解释、报告要给人看”的反馈。\n2. 是否同时复盘执行侧、审核侧、规范侧，不只复盘分析员。\n3. 外部报告和本地样例提炼出的写法是否合理。\n4. “五段式核心判断”是否必要且不过度加码。\n5. 是否同意先做 3 个段落样本返修，而不是继续批量迁移或全量重写 57 个文档。\n6. 是否同意前序已迁移文档暂不宣称“用户核心阅读质量已通过”，而是进入“段落级可读性返修”。\n\n反加码边界：\n1. 不要求重新读取全部 359 份 raw。\n2. 不要求马上全量重写 57 个核心文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 本轮重点不是证明数据充分，而是把已有数据、案例和缺口写成人能理解的报告语言。\n\n请返回 fp 复审结论；如需补充，只要求补复盘方案或审核标准，不要要求本轮直接重写核心正文。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627025108109_d30fdd51","event_type":"message.delivered","message_id":"msg_20260627025108053_4e2d0beb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627","correlation_id":"msg_20260627025108053_4e2d0beb","causation_id":"evt_20260627025108081_5b7f553a","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:51:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 规范进行联合复审。本轮不是核心文档正文返修审核，而是“核心文档数据解释和人读质量二次复盘”审核。\n\n用户最新反馈要点：\n1. 分析员仍没有彻底消化 `ana-doc/研报体系/研报解析架构.md` 的意图。\n2. 数据一定要解释；只是给数据不解释，用户不知道要干嘛。\n3. 当前很多解释不够人性化，报告不像给人看的。\n4. 用户要求分析员和审核员一起用 fp 复盘，并参考外部行业报告、市场报告、公司报告案例。\n\n本轮已做：\n1. 读取 `C:/Users/Administrator/.codex3/skills/fp/SKILL.md` 和 `AI协作复盘规范.md`。\n2. 复读 `ana-doc/研报体系/研报解析架构.md` 的核心理念、市场文档要求、公司文档要求和核心输出流程。\n3. 抽读用户此前指定的本地参考目录：`D:/策略项目/s-system-doc/observer/mirror/有色行业报告/` 中的总览、市场总览、索引和核心文档输出方案。\n4. 检索并参考外部公开报告写法：McKinsey Global Materials Perspective、S&P Global Copper in the Age of AI、IEA Global Critical Minerals Outlook、Deloitte Tracking the trends。\n5. 新建复盘稿：`ana-doc/有色案例/核心文档人读质量二次复盘.md`。\n6. 新增问题记录：`ana-doc/有色案例/案例问题记录.md` 中 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n7. 新增执行日志：`ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-READABILITY-FP-001`。\n8. 治理校验：`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复盘核心判断：\n当前根因不是单纯缺数据，而是报告写法没有把数据翻译成人话。优秀行业报告会把数据变成判断，把判断变成因果链，把因果链落到公司和风险；而当前有色核心文档仍有不少地方停在资料整理、状态保护和模板迁移。\n\n拟定后续标准：\n每个核心判断至少按五段式表达：\n1. 结论：我现在怎么读。\n2. 数据/案例：支撑这个读法的关键数字或具体案例。\n3. 解释：这个数字或案例说明了什么。\n4. 传导：它会怎样影响产业链、市场阶段或公司利润。\n5. 边界：什么情况下这个读法失效，或当前缺什么。\n\n请求审核重点：\n1. 本轮是否准确承接用户“数据要解释、报告要给人看”的反馈。\n2. 是否同时复盘执行侧、审核侧、规范侧，不只复盘分析员。\n3. 外部报告和本地样例提炼出的写法是否合理。\n4. “五段式核心判断”是否必要且不过度加码。\n5. 是否同意先做 3 个段落样本返修，而不是继续批量迁移或全量重写 57 个文档。\n6. 是否同意前序已迁移文档暂不宣称“用户核心阅读质量已通过”，而是进入“段落级可读性返修”。\n\n反加码边界：\n1. 不要求重新读取全部 359 份 raw。\n2. 不要求马上全量重写 57 个核心文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 本轮重点不是证明数据充分，而是把已有数据、案例和缺口写成人能理解的报告语言。\n\n请返回 fp 复审结论；如需补充，只要求补复盘方案或审核标准，不要要求本轮直接重写核心正文。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627025510301_a6f5590b","event_type":"message.created","message_id":"msg_20260627025510301_e825f867","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627","correlation_id":"msg_20260627025510301_e825f867","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:55:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627025108053_4e2d0beb\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001\n\n审核结论：有条件通过。\n\n通过范围：\n本次通过的是“核心文档数据解释和人读质量二次复盘方案”以及后续段落级写作标准，不代表核心正文已经修好，也不代表前序已迁移文档已经达到最终用户核心阅读质量。\n\n复审判断：\n1. 本轮复盘准确承接用户“数据要解释、报告要给人看”的反馈。问题不是单纯缺数据，而是没有把数据翻译成判断、因果链、公司含义和失效边界。\n2. 复盘同时覆盖执行侧、审核侧和规范侧：分析员把“补数据”理解成“放数据”；审核员前序只检查“有数据、有案例、有边界”，没有检查用户能否看懂为什么要关心这些数据；规范侧缺少可执行到段落的写作单元验收标准。\n3. 本地样例和外部公开报告的提炼方向合理：本轮只是借鉴写法，没有把外部报告内容当作有色事实结论。\n4. 同意“结论、数据/案例、解释、传导、边界”五段式核心判断作为后续段落级最小写作标准。该标准直接针对用户反馈，不属于形式化加码。\n5. 同意先做 3 个代表段落样本返修并复审，不继续机械批量迁移，不立即全量重写 57 个文档。\n6. 前序样本、铝链条、钨链条、锡锑链条通过的是“从结构占位稿迁移为具备数据、案例、因果和边界的 DRAFT 文档”这一层级，不等于最终“用户核心阅读质量已通过”。\n\n后续允许动作：\n允许分析员按最小范围执行 3 个段落样本返修，建议覆盖：\n1. 市场数据段：例如铜价、库存、TC/RC 如何解释。\n2. 产业链段：例如铝为什么看成本曲线。\n3. 公司段：例如紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。\n\n必须遵守的边界：\n1. 不重新读取全部 359 份 raw。\n2. 不立即全量重写 57 个核心文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 不继续机械批量迁移，也不得宣称既有 DRAFT 已达到最终用户核心阅读质量。\n6. 若缺关键数据，应写成 `DATA_GAP_REVIEW` 并说明“因此不能判断什么”，不得为了补完整感继续补证循环。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 已更新为“二次复盘方案有条件通过，待 3 段样本返修”。问题未闭环。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n3. 复盘稿：`ana-doc/有色案例/核心文档人读质量二次复盘.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-FP-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627025510331_0101fa58","event_type":"message.routed","message_id":"msg_20260627025510301_e825f867","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627","correlation_id":"msg_20260627025510301_e825f867","causation_id":"evt_20260627025510301_a6f5590b","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:55:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627025108053_4e2d0beb\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001\n\n审核结论：有条件通过。\n\n通过范围：\n本次通过的是“核心文档数据解释和人读质量二次复盘方案”以及后续段落级写作标准，不代表核心正文已经修好，也不代表前序已迁移文档已经达到最终用户核心阅读质量。\n\n复审判断：\n1. 本轮复盘准确承接用户“数据要解释、报告要给人看”的反馈。问题不是单纯缺数据，而是没有把数据翻译成判断、因果链、公司含义和失效边界。\n2. 复盘同时覆盖执行侧、审核侧和规范侧：分析员把“补数据”理解成“放数据”；审核员前序只检查“有数据、有案例、有边界”，没有检查用户能否看懂为什么要关心这些数据；规范侧缺少可执行到段落的写作单元验收标准。\n3. 本地样例和外部公开报告的提炼方向合理：本轮只是借鉴写法，没有把外部报告内容当作有色事实结论。\n4. 同意“结论、数据/案例、解释、传导、边界”五段式核心判断作为后续段落级最小写作标准。该标准直接针对用户反馈，不属于形式化加码。\n5. 同意先做 3 个代表段落样本返修并复审，不继续机械批量迁移，不立即全量重写 57 个文档。\n6. 前序样本、铝链条、钨链条、锡锑链条通过的是“从结构占位稿迁移为具备数据、案例、因果和边界的 DRAFT 文档”这一层级，不等于最终“用户核心阅读质量已通过”。\n\n后续允许动作：\n允许分析员按最小范围执行 3 个段落样本返修，建议覆盖：\n1. 市场数据段：例如铜价、库存、TC/RC 如何解释。\n2. 产业链段：例如铝为什么看成本曲线。\n3. 公司段：例如紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。\n\n必须遵守的边界：\n1. 不重新读取全部 359 份 raw。\n2. 不立即全量重写 57 个核心文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 不继续机械批量迁移，也不得宣称既有 DRAFT 已达到最终用户核心阅读质量。\n6. 若缺关键数据，应写成 `DATA_GAP_REVIEW` 并说明“因此不能判断什么”，不得为了补完整感继续补证循环。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 已更新为“二次复盘方案有条件通过，待 3 段样本返修”。问题未闭环。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n3. 复盘稿：`ana-doc/有色案例/核心文档人读质量二次复盘.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-FP-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627025510360_611c2ebf","event_type":"message.delivered","message_id":"msg_20260627025510301_e825f867","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627","correlation_id":"msg_20260627025510301_e825f867","causation_id":"evt_20260627025510331_0101fa58","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:55:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627025108053_4e2d0beb\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001\n\n审核结论：有条件通过。\n\n通过范围：\n本次通过的是“核心文档数据解释和人读质量二次复盘方案”以及后续段落级写作标准，不代表核心正文已经修好，也不代表前序已迁移文档已经达到最终用户核心阅读质量。\n\n复审判断：\n1. 本轮复盘准确承接用户“数据要解释、报告要给人看”的反馈。问题不是单纯缺数据，而是没有把数据翻译成判断、因果链、公司含义和失效边界。\n2. 复盘同时覆盖执行侧、审核侧和规范侧：分析员把“补数据”理解成“放数据”；审核员前序只检查“有数据、有案例、有边界”，没有检查用户能否看懂为什么要关心这些数据；规范侧缺少可执行到段落的写作单元验收标准。\n3. 本地样例和外部公开报告的提炼方向合理：本轮只是借鉴写法，没有把外部报告内容当作有色事实结论。\n4. 同意“结论、数据/案例、解释、传导、边界”五段式核心判断作为后续段落级最小写作标准。该标准直接针对用户反馈，不属于形式化加码。\n5. 同意先做 3 个代表段落样本返修并复审，不继续机械批量迁移，不立即全量重写 57 个文档。\n6. 前序样本、铝链条、钨链条、锡锑链条通过的是“从结构占位稿迁移为具备数据、案例、因果和边界的 DRAFT 文档”这一层级，不等于最终“用户核心阅读质量已通过”。\n\n后续允许动作：\n允许分析员按最小范围执行 3 个段落样本返修，建议覆盖：\n1. 市场数据段：例如铜价、库存、TC/RC 如何解释。\n2. 产业链段：例如铝为什么看成本曲线。\n3. 公司段：例如紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。\n\n必须遵守的边界：\n1. 不重新读取全部 359 份 raw。\n2. 不立即全量重写 57 个核心文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 不继续机械批量迁移，也不得宣称既有 DRAFT 已达到最终用户核心阅读质量。\n6. 若缺关键数据，应写成 `DATA_GAP_REVIEW` 并说明“因此不能判断什么”，不得为了补完整感继续补证循环。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 已更新为“二次复盘方案有条件通过，待 3 段样本返修”。问题未闭环。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n3. 复盘稿：`ana-doc/有色案例/核心文档人读质量二次复盘.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-FP-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627025930947_1a03c23c","event_type":"message.created","message_id":"msg_20260627025930947_618f7b80","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627025930947_618f7b80","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:59:30+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 联合复盘通过的段落级标准，复审 3 个可读性样本。\n\n本轮范围：\n只复审 3 个段落级样本，不审核全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级任何 DRAFT 为正式结论。\n\n复审对象：\n`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001`\n3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，段落级可读性样本入口\n\n样本覆盖：\n1. 市场数据段：铜价、库存、TC/RC 如何解释。\n2. 产业链段：铝为什么看成本曲线。\n3. 公司段：紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。\n\n请重点审核：\n1. 每个样本是否同时具备“结论、数据/案例、解释、传导、边界”。\n2. 是否真的把数据翻译成用户能理解的行业/市场/公司含义，而不是只堆数据。\n3. 是否避免正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n4. 是否可作为后续核心正文段落返修的样本标准。\n5. 是否仍有解释不够人性化、用户看不懂、只有数据没有解释的问题。\n\n自检：\n1. 治理校验 `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 样本文档自检表已逐项标出 3 个样本的结论、数据/案例、解释、传导和边界。\n\n边界：\n样本通过也不代表全部核心文档质量闭环；只表示可以按该段落标准进入后续最小范围正文返修。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627025930977_ff79cc19","event_type":"message.routed","message_id":"msg_20260627025930947_618f7b80","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627025930947_618f7b80","causation_id":"evt_20260627025930947_1a03c23c","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:59:30+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 联合复盘通过的段落级标准，复审 3 个可读性样本。\n\n本轮范围：\n只复审 3 个段落级样本，不审核全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级任何 DRAFT 为正式结论。\n\n复审对象：\n`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001`\n3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，段落级可读性样本入口\n\n样本覆盖：\n1. 市场数据段：铜价、库存、TC/RC 如何解释。\n2. 产业链段：铝为什么看成本曲线。\n3. 公司段：紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。\n\n请重点审核：\n1. 每个样本是否同时具备“结论、数据/案例、解释、传导、边界”。\n2. 是否真的把数据翻译成用户能理解的行业/市场/公司含义，而不是只堆数据。\n3. 是否避免正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n4. 是否可作为后续核心正文段落返修的样本标准。\n5. 是否仍有解释不够人性化、用户看不懂、只有数据没有解释的问题。\n\n自检：\n1. 治理校验 `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 样本文档自检表已逐项标出 3 个样本的结论、数据/案例、解释、传导和边界。\n\n边界：\n样本通过也不代表全部核心文档质量闭环；只表示可以按该段落标准进入后续最小范围正文返修。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627025931004_87db234c","event_type":"message.delivered","message_id":"msg_20260627025930947_618f7b80","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627025930947_618f7b80","causation_id":"evt_20260627025930977_ff79cc19","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:59:31+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 联合复盘通过的段落级标准，复审 3 个可读性样本。\n\n本轮范围：\n只复审 3 个段落级样本，不审核全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级任何 DRAFT 为正式结论。\n\n复审对象：\n`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001`\n3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，段落级可读性样本入口\n\n样本覆盖：\n1. 市场数据段：铜价、库存、TC/RC 如何解释。\n2. 产业链段：铝为什么看成本曲线。\n3. 公司段：紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。\n\n请重点审核：\n1. 每个样本是否同时具备“结论、数据/案例、解释、传导、边界”。\n2. 是否真的把数据翻译成用户能理解的行业/市场/公司含义，而不是只堆数据。\n3. 是否避免正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n4. 是否可作为后续核心正文段落返修的样本标准。\n5. 是否仍有解释不够人性化、用户看不懂、只有数据没有解释的问题。\n\n自检：\n1. 治理校验 `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 样本文档自检表已逐项标出 3 个样本的结论、数据/案例、解释、传导和边界。\n\n边界：\n样本通过也不代表全部核心文档质量闭环；只表示可以按该段落标准进入后续最小范围正文返修。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627030320491_fc5b3c43","event_type":"message.created","message_id":"msg_20260627030320491_2a6b9fed","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627030320491_2a6b9fed","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T03:03:20+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- correlation_id: msg_20260627025930947_618f7b80\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖 `段落级可读性样本返修.md` 中 3 个段落级样本是否可作为后续核心正文段落返修标准，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。\n\n审核依据：\n1. 已读取 fp 技能和 AI 协作复盘规范。\n2. 已读取样本文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001`。\n5. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. 市场数据段通过。该段不只列出铜价、库存、TC/RC，而是说明这些数据分别回答价格结果、供需缓冲和冶炼利润分配问题，并落到资源端、权益产量和冶炼利润的观察含义。\n2. 产业链段通过。该段说明铝不能只看价格，必须看铝土矿、氧化铝、电力成本和库存缓冲，并把数据传导到不同公司类型的利润差异。\n3. 公司段通过。该段说明紫金矿业不能只看铜价，还要看权益产量、矿山成本、项目达产和多金属业务层，并列明 Manono、官方核验和价格回落等边界。\n\n五段式核查：\n3 个样本均具备“结论、数据/案例、解释、传导、边界”。样本已经把数据翻译成用户能理解的行业、市场或公司含义，不是只堆数字。\n\n风险边界：\n风险词抽查中 `正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 等均处于限制语境，未发现买卖建议、目标价、收益承诺或交易指令。\n\n非阻断提醒：\n1. 样本通过不代表 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 已关闭。\n2. 后续正文返修不要机械套五段式标题，必须逐段回答“这个数据说明什么、如何传导、什么情况下失效”。\n3. 对缺数据或证据不足的段落，应写成 `DATA_GAP_REVIEW` 和不可判断边界，不应重新进入无上限补证循环。\n\n允许下一步：\n允许按该样本标准进入后续最小范围核心正文可读性返修或明确剩余核心文档降级/暂缓范围，并继续提交抽样复审。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“段落样本通过，待正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627030320522_53190b62","event_type":"message.routed","message_id":"msg_20260627030320491_2a6b9fed","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627030320491_2a6b9fed","causation_id":"evt_20260627030320491_fc5b3c43","parent_message_id":null,"status":"routed","created_at":"2026-06-27T03:03:20+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- correlation_id: msg_20260627025930947_618f7b80\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖 `段落级可读性样本返修.md` 中 3 个段落级样本是否可作为后续核心正文段落返修标准，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。\n\n审核依据：\n1. 已读取 fp 技能和 AI 协作复盘规范。\n2. 已读取样本文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001`。\n5. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. 市场数据段通过。该段不只列出铜价、库存、TC/RC，而是说明这些数据分别回答价格结果、供需缓冲和冶炼利润分配问题，并落到资源端、权益产量和冶炼利润的观察含义。\n2. 产业链段通过。该段说明铝不能只看价格，必须看铝土矿、氧化铝、电力成本和库存缓冲，并把数据传导到不同公司类型的利润差异。\n3. 公司段通过。该段说明紫金矿业不能只看铜价，还要看权益产量、矿山成本、项目达产和多金属业务层，并列明 Manono、官方核验和价格回落等边界。\n\n五段式核查：\n3 个样本均具备“结论、数据/案例、解释、传导、边界”。样本已经把数据翻译成用户能理解的行业、市场或公司含义，不是只堆数字。\n\n风险边界：\n风险词抽查中 `正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 等均处于限制语境，未发现买卖建议、目标价、收益承诺或交易指令。\n\n非阻断提醒：\n1. 样本通过不代表 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 已关闭。\n2. 后续正文返修不要机械套五段式标题，必须逐段回答“这个数据说明什么、如何传导、什么情况下失效”。\n3. 对缺数据或证据不足的段落，应写成 `DATA_GAP_REVIEW` 和不可判断边界，不应重新进入无上限补证循环。\n\n允许下一步：\n允许按该样本标准进入后续最小范围核心正文可读性返修或明确剩余核心文档降级/暂缓范围，并继续提交抽样复审。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“段落样本通过，待正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627030320551_cd14e485","event_type":"message.delivered","message_id":"msg_20260627030320491_2a6b9fed","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627030320491_2a6b9fed","causation_id":"evt_20260627030320522_53190b62","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T03:03:20+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627\n- correlation_id: msg_20260627025930947_618f7b80\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖 `段落级可读性样本返修.md` 中 3 个段落级样本是否可作为后续核心正文段落返修标准，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。\n\n审核依据：\n1. 已读取 fp 技能和 AI 协作复盘规范。\n2. 已读取样本文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001`。\n5. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. 市场数据段通过。该段不只列出铜价、库存、TC/RC，而是说明这些数据分别回答价格结果、供需缓冲和冶炼利润分配问题，并落到资源端、权益产量和冶炼利润的观察含义。\n2. 产业链段通过。该段说明铝不能只看价格，必须看铝土矿、氧化铝、电力成本和库存缓冲，并把数据传导到不同公司类型的利润差异。\n3. 公司段通过。该段说明紫金矿业不能只看铜价，还要看权益产量、矿山成本、项目达产和多金属业务层，并列明 Manono、官方核验和价格回落等边界。\n\n五段式核查：\n3 个样本均具备“结论、数据/案例、解释、传导、边界”。样本已经把数据翻译成用户能理解的行业、市场或公司含义，不是只堆数字。\n\n风险边界：\n风险词抽查中 `正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 等均处于限制语境，未发现买卖建议、目标价、收益承诺或交易指令。\n\n非阻断提醒：\n1. 样本通过不代表 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 已关闭。\n2. 后续正文返修不要机械套五段式标题，必须逐段回答“这个数据说明什么、如何传导、什么情况下失效”。\n3. 对缺数据或证据不足的段落，应写成 `DATA_GAP_REVIEW` 和不可判断边界，不应重新进入无上限补证循环。\n\n允许下一步：\n允许按该样本标准进入后续最小范围核心正文可读性返修或明确剩余核心文档降级/暂缓范围，并继续提交抽样复审。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“段落样本通过，待正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627030429551_ca40f889","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T03:04:29+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627030320491_2a6b9fed","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627030320491_2a6b9fed","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627105604569_c0940e58","event_type":"message.created","message_id":"msg_20260627105604569_225d89f3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105604569_225d89f3","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T10:56:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 复盘通过的段落级可读性标准，复审第一批核心正文最小返修。\n\n本轮范围：\n只复审 3 个核心正文入口文件的最小可读性返修，不审核全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级任何 DRAFT 为正式结论。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n   - 新增：`1.4 数据怎么解释：以铜为例`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n   - 新增：`3.1 为什么铝不是只看铝价`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n   - 新增：铜价、产量、权益、成本和项目达产如何传导到公司利润的解释段\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`\n3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第一批可读性正文返修`\n\n自检结果：\n1. 三个文件状态均已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 治理校验 `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n3. 风险词抽查中 `正式行业结论`、`正式公司结论`、`交易建议`、`买入`、`卖出`、`目标价`、`收益承诺` 等均处于限制语境。\n\n请重点审核：\n1. 新增段落是否真的把数据/案例解释成用户能理解的市场、产业链或公司含义。\n2. 是否符合“结论、数据/案例、解释、传导、边界”五段式精神，但没有机械套标题。\n3. 是否可作为第一批核心阅读入口的新 DRAFT 输出给用户查看。\n4. 是否仍存在只堆数据、不解释、用户看不懂的问题。\n5. 是否保持 DRAFT 边界，没有正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮通过也不关闭全部可读性问题；只允许这 3 个文件作为第一批 `READABILITY_CONTENT_REPAIR` 核心入口继续使用。后续其余文档仍需分批返修或明确降级/暂缓边界。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627105604600_ee3cb593","event_type":"message.routed","message_id":"msg_20260627105604569_225d89f3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105604569_225d89f3","causation_id":"evt_20260627105604569_c0940e58","parent_message_id":null,"status":"routed","created_at":"2026-06-27T10:56:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 复盘通过的段落级可读性标准，复审第一批核心正文最小返修。\n\n本轮范围：\n只复审 3 个核心正文入口文件的最小可读性返修，不审核全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级任何 DRAFT 为正式结论。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n   - 新增：`1.4 数据怎么解释：以铜为例`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n   - 新增：`3.1 为什么铝不是只看铝价`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n   - 新增：铜价、产量、权益、成本和项目达产如何传导到公司利润的解释段\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`\n3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第一批可读性正文返修`\n\n自检结果：\n1. 三个文件状态均已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 治理校验 `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n3. 风险词抽查中 `正式行业结论`、`正式公司结论`、`交易建议`、`买入`、`卖出`、`目标价`、`收益承诺` 等均处于限制语境。\n\n请重点审核：\n1. 新增段落是否真的把数据/案例解释成用户能理解的市场、产业链或公司含义。\n2. 是否符合“结论、数据/案例、解释、传导、边界”五段式精神，但没有机械套标题。\n3. 是否可作为第一批核心阅读入口的新 DRAFT 输出给用户查看。\n4. 是否仍存在只堆数据、不解释、用户看不懂的问题。\n5. 是否保持 DRAFT 边界，没有正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮通过也不关闭全部可读性问题；只允许这 3 个文件作为第一批 `READABILITY_CONTENT_REPAIR` 核心入口继续使用。后续其余文档仍需分批返修或明确降级/暂缓边界。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627105604631_fb690d6c","event_type":"message.delivered","message_id":"msg_20260627105604569_225d89f3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105604569_225d89f3","causation_id":"evt_20260627105604600_ee3cb593","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T10:56:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 复盘通过的段落级可读性标准，复审第一批核心正文最小返修。\n\n本轮范围：\n只复审 3 个核心正文入口文件的最小可读性返修，不审核全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级任何 DRAFT 为正式结论。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n   - 新增：`1.4 数据怎么解释：以铜为例`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n   - 新增：`3.1 为什么铝不是只看铝价`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n   - 新增：铜价、产量、权益、成本和项目达产如何传导到公司利润的解释段\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`\n3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第一批可读性正文返修`\n\n自检结果：\n1. 三个文件状态均已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 治理校验 `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n3. 风险词抽查中 `正式行业结论`、`正式公司结论`、`交易建议`、`买入`、`卖出`、`目标价`、`收益承诺` 等均处于限制语境。\n\n请重点审核：\n1. 新增段落是否真的把数据/案例解释成用户能理解的市场、产业链或公司含义。\n2. 是否符合“结论、数据/案例、解释、传导、边界”五段式精神，但没有机械套标题。\n3. 是否可作为第一批核心阅读入口的新 DRAFT 输出给用户查看。\n4. 是否仍存在只堆数据、不解释、用户看不懂的问题。\n5. 是否保持 DRAFT 边界，没有正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮通过也不关闭全部可读性问题；只允许这 3 个文件作为第一批 `READABILITY_CONTENT_REPAIR` 核心入口继续使用。后续其余文档仍需分批返修或明确降级/暂缓边界。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627105908294_731ed5a4","event_type":"message.created","message_id":"msg_20260627105908293_5e6e476d","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105908293_5e6e476d","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T10:59:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: msg_20260627105604569_225d89f3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖第一批 3 个核心正文入口文件的最小可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n\n审核依据：\n1. 已读取 fp 技能和 AI 协作复盘规范。\n2. 已读取有色本地 `案例审核规范.md` 和 `案例分析规范.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`。\n5. 已核对 `result_index.md` 中 `第一批可读性正文返修` 入口。\n6. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. `有色的市场情况总览.md` 通过。新增 `1.4 数据怎么解释：以铜为例` 不只是列铜价、库存和 TC/RC，而是说明价格、库存、TC/RC 分别对应定价、现货压力和利润分配，并传导到资源端、权益产量公司和冶炼/综合铜企的不同读法。\n2. `有色的产业链总览.md` 通过。新增 `3.1 为什么铝不是只看铝价` 能说明铝价只是收入端，氧化铝、电力和库存缓冲决定吨铝利润能否留下，并传导到中国铝业、云铝股份等不同公司类型。\n3. `公司/紫金矿业.md` 通过。新增铜价、产量、权益、成本和项目达产到公司利润的解释链，能说明紫金矿业不能只按铜价或券商提及频次阅读，而要拆成铜、金、锂三层业务和项目风险。\n\n五段式精神核查：\n三处新增内容均具备结论、数据/案例、解释、传导和边界，但没有机械套标题；正文比前序结构稿更接近用户可读报告语言。\n\n风险边界：\n风险词抽查中 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 均处于限制、否定或边界语境，未发现越界结论。\n\n非阻断提醒：\n1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n2. 只允许这 3 个文件作为第一批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读入口继续使用。\n3. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界；不得把第一批通过扩大解释为全部 57 个文档质量闭环。\n4. 后续返修仍应避免机械套模板，重点检查数据是否被解释到人能理解的行业、市场或公司含义。\n\n允许下一步：\n允许按同一标准推进下一批最小范围核心正文可读性返修并送审，或明确剩余文档降级/暂缓范围。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第一批正文返修通过，待其余正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627105908324_c98c5fa1","event_type":"message.routed","message_id":"msg_20260627105908293_5e6e476d","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105908293_5e6e476d","causation_id":"evt_20260627105908294_731ed5a4","parent_message_id":null,"status":"routed","created_at":"2026-06-27T10:59:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: msg_20260627105604569_225d89f3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖第一批 3 个核心正文入口文件的最小可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n\n审核依据：\n1. 已读取 fp 技能和 AI 协作复盘规范。\n2. 已读取有色本地 `案例审核规范.md` 和 `案例分析规范.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`。\n5. 已核对 `result_index.md` 中 `第一批可读性正文返修` 入口。\n6. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. `有色的市场情况总览.md` 通过。新增 `1.4 数据怎么解释：以铜为例` 不只是列铜价、库存和 TC/RC，而是说明价格、库存、TC/RC 分别对应定价、现货压力和利润分配，并传导到资源端、权益产量公司和冶炼/综合铜企的不同读法。\n2. `有色的产业链总览.md` 通过。新增 `3.1 为什么铝不是只看铝价` 能说明铝价只是收入端，氧化铝、电力和库存缓冲决定吨铝利润能否留下，并传导到中国铝业、云铝股份等不同公司类型。\n3. `公司/紫金矿业.md` 通过。新增铜价、产量、权益、成本和项目达产到公司利润的解释链，能说明紫金矿业不能只按铜价或券商提及频次阅读，而要拆成铜、金、锂三层业务和项目风险。\n\n五段式精神核查：\n三处新增内容均具备结论、数据/案例、解释、传导和边界，但没有机械套标题；正文比前序结构稿更接近用户可读报告语言。\n\n风险边界：\n风险词抽查中 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 均处于限制、否定或边界语境，未发现越界结论。\n\n非阻断提醒：\n1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n2. 只允许这 3 个文件作为第一批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读入口继续使用。\n3. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界；不得把第一批通过扩大解释为全部 57 个文档质量闭环。\n4. 后续返修仍应避免机械套模板，重点检查数据是否被解释到人能理解的行业、市场或公司含义。\n\n允许下一步：\n允许按同一标准推进下一批最小范围核心正文可读性返修并送审，或明确剩余文档降级/暂缓范围。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第一批正文返修通过，待其余正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627105908355_9d268217","event_type":"message.delivered","message_id":"msg_20260627105908293_5e6e476d","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105908293_5e6e476d","causation_id":"evt_20260627105908324_c98c5fa1","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T10:59:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: msg_20260627105604569_225d89f3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖第一批 3 个核心正文入口文件的最小可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n\n审核依据：\n1. 已读取 fp 技能和 AI 协作复盘规范。\n2. 已读取有色本地 `案例审核规范.md` 和 `案例分析规范.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`。\n5. 已核对 `result_index.md` 中 `第一批可读性正文返修` 入口。\n6. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. `有色的市场情况总览.md` 通过。新增 `1.4 数据怎么解释：以铜为例` 不只是列铜价、库存和 TC/RC，而是说明价格、库存、TC/RC 分别对应定价、现货压力和利润分配，并传导到资源端、权益产量公司和冶炼/综合铜企的不同读法。\n2. `有色的产业链总览.md` 通过。新增 `3.1 为什么铝不是只看铝价` 能说明铝价只是收入端，氧化铝、电力和库存缓冲决定吨铝利润能否留下，并传导到中国铝业、云铝股份等不同公司类型。\n3. `公司/紫金矿业.md` 通过。新增铜价、产量、权益、成本和项目达产到公司利润的解释链，能说明紫金矿业不能只按铜价或券商提及频次阅读，而要拆成铜、金、锂三层业务和项目风险。\n\n五段式精神核查：\n三处新增内容均具备结论、数据/案例、解释、传导和边界，但没有机械套标题；正文比前序结构稿更接近用户可读报告语言。\n\n风险边界：\n风险词抽查中 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 均处于限制、否定或边界语境，未发现越界结论。\n\n非阻断提醒：\n1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n2. 只允许这 3 个文件作为第一批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读入口继续使用。\n3. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界；不得把第一批通过扩大解释为全部 57 个文档质量闭环。\n4. 后续返修仍应避免机械套模板，重点检查数据是否被解释到人能理解的行业、市场或公司含义。\n\n允许下一步：\n允许按同一标准推进下一批最小范围核心正文可读性返修并送审，或明确剩余文档降级/暂缓范围。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第一批正文返修通过，待其余正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627110011923_e3ccc581","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T11:00:11+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627105908293_5e6e476d","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627105908293_5e6e476d","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627110459074_57ea5452","event_type":"message.created","message_id":"msg_20260627110459074_d2b8f986","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627","correlation_id":"msg_20260627110459074_d2b8f986","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:04:59+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复审请求：请按 fp 复盘后形成的“数据必须解释成人能理解的市场、产业链或公司含义”口径，复审第二批铝链条核心正文可读性返修。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n\n本轮新增/修正：\n1. `铝_市场分析.md` 新增“这些数据放在一起怎么读”，解释铝价、库存、氧化铝/电力成本和供给事件如何共同决定利润传导。\n2. `中国铝业.md` 去掉用研报提及频次证明研究价值的表达，新增“一体化公司到底看什么”，解释铝土矿、氧化铝、电解铝和成本留存。\n3. `云铝股份.md` 去掉用研报提及频次证明研究价值的表达，新增“低成本电解铝到底看什么”，解释铝价、库存、电力成本和吨铝利润。\n4. `result_index.md` 已登记“第二批可读性正文返修：铝链条”。\n5. `案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002`。\n6. `案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002`。\n7. `案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第二批铝链条正文返修待复审”。\n\n自检结果：\n1. `rg -n 提及频次|被提及约|mention_count|事实句|覆盖` 对本轮 3 个核心正文文件无命中。\n2. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复审重点：\n1. 新增内容是否真正解释数据为什么重要、如何传导、什么情况下失效。\n2. 是否避免只列数据、不解释数据。\n3. 是否避免用研报提及频次、内部覆盖统计或审计统计证明用户正文判断。\n4. 是否保持 DRAFT 边界，未写成正式铝行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不要求审核全部 57 个核心文档。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627110459105_56657dbf","event_type":"message.routed","message_id":"msg_20260627110459074_d2b8f986","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627","correlation_id":"msg_20260627110459074_d2b8f986","causation_id":"evt_20260627110459074_57ea5452","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:04:59+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复审请求：请按 fp 复盘后形成的“数据必须解释成人能理解的市场、产业链或公司含义”口径，复审第二批铝链条核心正文可读性返修。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n\n本轮新增/修正：\n1. `铝_市场分析.md` 新增“这些数据放在一起怎么读”，解释铝价、库存、氧化铝/电力成本和供给事件如何共同决定利润传导。\n2. `中国铝业.md` 去掉用研报提及频次证明研究价值的表达，新增“一体化公司到底看什么”，解释铝土矿、氧化铝、电解铝和成本留存。\n3. `云铝股份.md` 去掉用研报提及频次证明研究价值的表达，新增“低成本电解铝到底看什么”，解释铝价、库存、电力成本和吨铝利润。\n4. `result_index.md` 已登记“第二批可读性正文返修：铝链条”。\n5. `案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002`。\n6. `案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002`。\n7. `案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第二批铝链条正文返修待复审”。\n\n自检结果：\n1. `rg -n 提及频次|被提及约|mention_count|事实句|覆盖` 对本轮 3 个核心正文文件无命中。\n2. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复审重点：\n1. 新增内容是否真正解释数据为什么重要、如何传导、什么情况下失效。\n2. 是否避免只列数据、不解释数据。\n3. 是否避免用研报提及频次、内部覆盖统计或审计统计证明用户正文判断。\n4. 是否保持 DRAFT 边界，未写成正式铝行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不要求审核全部 57 个核心文档。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627110459136_e8ffb141","event_type":"message.delivered","message_id":"msg_20260627110459074_d2b8f986","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627","correlation_id":"msg_20260627110459074_d2b8f986","causation_id":"evt_20260627110459105_56657dbf","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T11:04:59+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复审请求：请按 fp 复盘后形成的“数据必须解释成人能理解的市场、产业链或公司含义”口径，复审第二批铝链条核心正文可读性返修。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n\n本轮新增/修正：\n1. `铝_市场分析.md` 新增“这些数据放在一起怎么读”，解释铝价、库存、氧化铝/电力成本和供给事件如何共同决定利润传导。\n2. `中国铝业.md` 去掉用研报提及频次证明研究价值的表达，新增“一体化公司到底看什么”，解释铝土矿、氧化铝、电解铝和成本留存。\n3. `云铝股份.md` 去掉用研报提及频次证明研究价值的表达，新增“低成本电解铝到底看什么”，解释铝价、库存、电力成本和吨铝利润。\n4. `result_index.md` 已登记“第二批可读性正文返修：铝链条”。\n5. `案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002`。\n6. `案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002`。\n7. `案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第二批铝链条正文返修待复审”。\n\n自检结果：\n1. `rg -n 提及频次|被提及约|mention_count|事实句|覆盖` 对本轮 3 个核心正文文件无命中。\n2. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复审重点：\n1. 新增内容是否真正解释数据为什么重要、如何传导、什么情况下失效。\n2. 是否避免只列数据、不解释数据。\n3. 是否避免用研报提及频次、内部覆盖统计或审计统计证明用户正文判断。\n4. 是否保持 DRAFT 边界，未写成正式铝行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不要求审核全部 57 个核心文档。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627110459397_1104eb09","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T11:04:59+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627110459074_d2b8f986","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627110459395_556684f2","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627110459445_534d2853","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T11:04:59+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627110459074_d2b8f986","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f0709-a133-7640-9a11-c6aa113c9fbc","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627110828551_90e15ea1","event_type":"message.created","message_id":"msg_20260627110828551_38e21a2b","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627","correlation_id":"msg_20260627110828551_38e21a2b","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:08:28+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627\n- correlation_id: msg_20260627110459074_d2b8f986\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖第二批铝链条 3 个核心正文文件的可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式铝行业结论、正式公司结论、正式指标或对外交付版本。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n\n审核依据：\n1. 已读取 fp 技能。\n2. 已读取有色本地 `案例审核规范.md` 和 `案例分析规范.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002`。\n5. 已核对 `result_index.md` 中 `第二批可读性正文返修：铝链条` 入口。\n6. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. `铝_市场分析.md` 通过。新增 `这些数据放在一起怎么读` 能解释铝价是结果，库存和成本解释价格能否传导到利润，并拆出库存去化、氧化铝/电力成本、公司类型三步读法。\n2. `中国铝业.md` 通过。新增 `一体化公司到底看什么` 能解释铝土矿、氧化铝、电解铝和铝价如何共同决定利润留存，并明确官方数据未核前只能作为一体化样本队列。\n3. `云铝股份.md` 通过。新增 `低成本电解铝到底看什么` 能解释铝价/库存回答行业景气，电力成本和氧化铝采购回答利润留存，并明确需官方披露确认低成本属性。\n\n统计词核查：\n`rg -n \"提及频次|被提及约|mention_count|事实句|覆盖\"` 对本轮 3 个文件无命中。未发现用研报提及频次、内部覆盖统计或事实句数量证明用户正文判断的问题。\n\n风险边界：\n风险词抽查中 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 均处于限制、否定或边界语境，未发现越界结论。\n\n非阻断提醒：\n1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n2. 只允许铝链条 3 个文件作为第二批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。\n3. 后续公司页仍建议把“公司提及”这类表头尽量改写为“研报线索入口 / 深读入口”，避免读者误解为提及次数本身有判断力。\n4. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界。\n\n允许下一步：\n允许按同一标准推进下一批核心正文可读性返修并送审，或明确剩余文档降级/暂缓范围。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第二批铝链条正文返修通过，待其余正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627110828582_d6718014","event_type":"message.routed","message_id":"msg_20260627110828551_38e21a2b","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627","correlation_id":"msg_20260627110828551_38e21a2b","causation_id":"evt_20260627110828551_90e15ea1","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:08:28+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627\n- correlation_id: msg_20260627110459074_d2b8f986\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖第二批铝链条 3 个核心正文文件的可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式铝行业结论、正式公司结论、正式指标或对外交付版本。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n\n审核依据：\n1. 已读取 fp 技能。\n2. 已读取有色本地 `案例审核规范.md` 和 `案例分析规范.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002`。\n5. 已核对 `result_index.md` 中 `第二批可读性正文返修：铝链条` 入口。\n6. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. `铝_市场分析.md` 通过。新增 `这些数据放在一起怎么读` 能解释铝价是结果，库存和成本解释价格能否传导到利润，并拆出库存去化、氧化铝/电力成本、公司类型三步读法。\n2. `中国铝业.md` 通过。新增 `一体化公司到底看什么` 能解释铝土矿、氧化铝、电解铝和铝价如何共同决定利润留存，并明确官方数据未核前只能作为一体化样本队列。\n3. `云铝股份.md` 通过。新增 `低成本电解铝到底看什么` 能解释铝价/库存回答行业景气，电力成本和氧化铝采购回答利润留存，并明确需官方披露确认低成本属性。\n\n统计词核查：\n`rg -n \"提及频次|被提及约|mention_count|事实句|覆盖\"` 对本轮 3 个文件无命中。未发现用研报提及频次、内部覆盖统计或事实句数量证明用户正文判断的问题。\n\n风险边界：\n风险词抽查中 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 均处于限制、否定或边界语境，未发现越界结论。\n\n非阻断提醒：\n1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n2. 只允许铝链条 3 个文件作为第二批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。\n3. 后续公司页仍建议把“公司提及”这类表头尽量改写为“研报线索入口 / 深读入口”，避免读者误解为提及次数本身有判断力。\n4. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界。\n\n允许下一步：\n允许按同一标准推进下一批核心正文可读性返修并送审，或明确剩余文档降级/暂缓范围。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第二批铝链条正文返修通过，待其余正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627110828613_7e571e76","event_type":"message.delivered","message_id":"msg_20260627110828551_38e21a2b","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627","correlation_id":"msg_20260627110828551_38e21a2b","causation_id":"evt_20260627110828582_d6718014","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T11:08:28+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627\n- correlation_id: msg_20260627110459074_d2b8f986\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖第二批铝链条 3 个核心正文文件的可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式铝行业结论、正式公司结论、正式指标或对外交付版本。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n\n审核依据：\n1. 已读取 fp 技能。\n2. 已读取有色本地 `案例审核规范.md` 和 `案例分析规范.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002`。\n5. 已核对 `result_index.md` 中 `第二批可读性正文返修：铝链条` 入口。\n6. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. `铝_市场分析.md` 通过。新增 `这些数据放在一起怎么读` 能解释铝价是结果，库存和成本解释价格能否传导到利润，并拆出库存去化、氧化铝/电力成本、公司类型三步读法。\n2. `中国铝业.md` 通过。新增 `一体化公司到底看什么` 能解释铝土矿、氧化铝、电解铝和铝价如何共同决定利润留存，并明确官方数据未核前只能作为一体化样本队列。\n3. `云铝股份.md` 通过。新增 `低成本电解铝到底看什么` 能解释铝价/库存回答行业景气，电力成本和氧化铝采购回答利润留存，并明确需官方披露确认低成本属性。\n\n统计词核查：\n`rg -n \"提及频次|被提及约|mention_count|事实句|覆盖\"` 对本轮 3 个文件无命中。未发现用研报提及频次、内部覆盖统计或事实句数量证明用户正文判断的问题。\n\n风险边界：\n风险词抽查中 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 均处于限制、否定或边界语境，未发现越界结论。\n\n非阻断提醒：\n1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n2. 只允许铝链条 3 个文件作为第二批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。\n3. 后续公司页仍建议把“公司提及”这类表头尽量改写为“研报线索入口 / 深读入口”，避免读者误解为提及次数本身有判断力。\n4. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界。\n\n允许下一步：\n允许按同一标准推进下一批核心正文可读性返修并送审，或明确剩余文档降级/暂缓范围。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第二批铝链条正文返修通过，待其余正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627110958615_225228b0","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T11:09:58+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627110828551_38e21a2b","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627110828551_38e21a2b","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627112058889_23354716","event_type":"message.created","message_id":"msg_20260627112058889_62525aba","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627","correlation_id":"msg_20260627112058889_62525aba","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:20:58+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复审请求：请按 fp 复盘后形成的“数据必须解释成人能理解的市场、产业链或公司含义”口径，复审第三批铜链条核心正文可读性返修。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`\n\n本轮新增/修正：\n1. `铜_市场分析.md` 新增“把铜价、库存、TC/RC 连起来读”，解释铜价、库存、TC/RC 分别回答什么问题，并说明利润在资源端、冶炼端和材料端之间的分配。\n2. `铜_详细介绍.md` 新增“铜价上涨为什么不等于所有铜公司都受益”，解释资源端、冶炼端和材料端传导差异。\n3. `江西铜业.md` 从占位稿改为综合铜企观察页，解释铜矿、冶炼、铜材、TC/RC 和库存如何影响利润。\n4. `铜陵有色.md` 从占位稿改为冶炼和资源复合观察页，解释权益矿、加工费、副产品和库存风险。\n5. `result_index.md` 已登记“第三批可读性正文返修：铜链条”。\n6. `案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003`。\n7. `案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003`。\n8. `案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第三批铜链条正文返修待复审”。\n\n自检结果：\n1. `rg -n 提及频次|被提及约|mention_count|事实句|覆盖` 对本轮 4 个核心正文文件无命中。\n2. 风险词 `买入|卖出|目标价|收益承诺|交易指令|正式行业结论|正式公司结论|正式指标|交易建议` 均处于限制、否定或边界语境。\n3. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复审重点：\n1. 新增内容是否真正解释铜价、库存、TC/RC 为什么重要、如何传导、什么情况下失效。\n2. 公司页是否从占位稿提升为用户能读懂的公司观察页。\n3. 是否避免只列数据、不解释数据。\n4. 是否避免用研报提及频次、内部覆盖统计或审计统计证明用户正文判断。\n5. 是否保持 DRAFT 边界，未写成正式铜行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不要求审核全部 57 个核心文档。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627112058921_77f626c0","event_type":"message.routed","message_id":"msg_20260627112058889_62525aba","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627","correlation_id":"msg_20260627112058889_62525aba","causation_id":"evt_20260627112058889_23354716","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:20:58+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复审请求：请按 fp 复盘后形成的“数据必须解释成人能理解的市场、产业链或公司含义”口径，复审第三批铜链条核心正文可读性返修。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`\n\n本轮新增/修正：\n1. `铜_市场分析.md` 新增“把铜价、库存、TC/RC 连起来读”，解释铜价、库存、TC/RC 分别回答什么问题，并说明利润在资源端、冶炼端和材料端之间的分配。\n2. `铜_详细介绍.md` 新增“铜价上涨为什么不等于所有铜公司都受益”，解释资源端、冶炼端和材料端传导差异。\n3. `江西铜业.md` 从占位稿改为综合铜企观察页，解释铜矿、冶炼、铜材、TC/RC 和库存如何影响利润。\n4. `铜陵有色.md` 从占位稿改为冶炼和资源复合观察页，解释权益矿、加工费、副产品和库存风险。\n5. `result_index.md` 已登记“第三批可读性正文返修：铜链条”。\n6. `案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003`。\n7. `案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003`。\n8. `案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第三批铜链条正文返修待复审”。\n\n自检结果：\n1. `rg -n 提及频次|被提及约|mention_count|事实句|覆盖` 对本轮 4 个核心正文文件无命中。\n2. 风险词 `买入|卖出|目标价|收益承诺|交易指令|正式行业结论|正式公司结论|正式指标|交易建议` 均处于限制、否定或边界语境。\n3. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复审重点：\n1. 新增内容是否真正解释铜价、库存、TC/RC 为什么重要、如何传导、什么情况下失效。\n2. 公司页是否从占位稿提升为用户能读懂的公司观察页。\n3. 是否避免只列数据、不解释数据。\n4. 是否避免用研报提及频次、内部覆盖统计或审计统计证明用户正文判断。\n5. 是否保持 DRAFT 边界，未写成正式铜行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不要求审核全部 57 个核心文档。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627112058951_c83a8a1b","event_type":"message.delivered","message_id":"msg_20260627112058889_62525aba","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627","correlation_id":"msg_20260627112058889_62525aba","causation_id":"evt_20260627112058921_77f626c0","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T11:20:58+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复审请求：请按 fp 复盘后形成的“数据必须解释成人能理解的市场、产业链或公司含义”口径，复审第三批铜链条核心正文可读性返修。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`\n\n本轮新增/修正：\n1. `铜_市场分析.md` 新增“把铜价、库存、TC/RC 连起来读”，解释铜价、库存、TC/RC 分别回答什么问题，并说明利润在资源端、冶炼端和材料端之间的分配。\n2. `铜_详细介绍.md` 新增“铜价上涨为什么不等于所有铜公司都受益”，解释资源端、冶炼端和材料端传导差异。\n3. `江西铜业.md` 从占位稿改为综合铜企观察页，解释铜矿、冶炼、铜材、TC/RC 和库存如何影响利润。\n4. `铜陵有色.md` 从占位稿改为冶炼和资源复合观察页，解释权益矿、加工费、副产品和库存风险。\n5. `result_index.md` 已登记“第三批可读性正文返修：铜链条”。\n6. `案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003`。\n7. `案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003`。\n8. `案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第三批铜链条正文返修待复审”。\n\n自检结果：\n1. `rg -n 提及频次|被提及约|mention_count|事实句|覆盖` 对本轮 4 个核心正文文件无命中。\n2. 风险词 `买入|卖出|目标价|收益承诺|交易指令|正式行业结论|正式公司结论|正式指标|交易建议` 均处于限制、否定或边界语境。\n3. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n复审重点：\n1. 新增内容是否真正解释铜价、库存、TC/RC 为什么重要、如何传导、什么情况下失效。\n2. 公司页是否从占位稿提升为用户能读懂的公司观察页。\n3. 是否避免只列数据、不解释数据。\n4. 是否避免用研报提及频次、内部覆盖统计或审计统计证明用户正文判断。\n5. 是否保持 DRAFT 边界，未写成正式铜行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不要求审核全部 57 个核心文档。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627112059228_8a023300","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T11:20:59+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627112058889_62525aba","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627112059226_caa95c54","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627112059279_49a62004","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T11:20:59+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627112058889_62525aba","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f0718-468d-7333-b3dc-c58bdee79e87","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627112510700_94d0deed","event_type":"message.created","message_id":"msg_20260627112510700_69412e3b","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627","correlation_id":"msg_20260627112510700_69412e3b","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:25:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627\n- related_message: msg_20260627112058889_62525aba\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001\n\n审核结论：通过。\n\n允许 `铜_市场分析.md`、`铜_详细介绍.md`、`江西铜业.md`、`铜陵有色.md` 作为第三批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。本结论不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`，也不代表全部 57 个核心文档已经达到最终用户阅读质量。\n\n审核依据：\n1. 已按 fp 后续标准人工阅读 4 个复审对象，并核对设计记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003`、执行日志 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003` 和 result_index 第三批入口。\n2. `铜_市场分析.md` 已能把铜价、库存、TC/RC 连成市场读法，说明价格、现货压力和利润分配分别回答什么问题。\n3. `铜_详细介绍.md` 已解释铜价上涨不等于所有铜公司都受益，能区分资源端、冶炼端和材料端传导差异。\n4. `江西铜业.md`、`铜陵有色.md` 已从占位稿提升为用户可读的公司观察页，能说明权益矿、冶炼加工费、副产品、库存、套保和官方披露口径如何影响公司观察。\n5. `rg -n \"提及频次|被提及约|mention_count|事实句|覆盖\"` 对本轮 4 个文件无命中，未发现用内部统计证明正文判断的问题。\n6. 风险词 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 命中均为限制、否定或边界语境。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续公司页仍应优先使用官方披露、原研报线索和数据传导说明公司含义，避免把公司进入队列或被提及本身写成判断依据。\n2. 后续其余核心文档仍需分批返修或明确降级/暂缓边界；不得因本轮铜链条通过而宣称整体可读性问题闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n4. 复审对象：本轮 4 个铜链条核心正文文件\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627112510732_747196db","event_type":"message.routed","message_id":"msg_20260627112510700_69412e3b","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627","correlation_id":"msg_20260627112510700_69412e3b","causation_id":"evt_20260627112510700_94d0deed","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:25:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627\n- related_message: msg_20260627112058889_62525aba\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001\n\n审核结论：通过。\n\n允许 `铜_市场分析.md`、`铜_详细介绍.md`、`江西铜业.md`、`铜陵有色.md` 作为第三批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。本结论不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`，也不代表全部 57 个核心文档已经达到最终用户阅读质量。\n\n审核依据：\n1. 已按 fp 后续标准人工阅读 4 个复审对象，并核对设计记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003`、执行日志 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003` 和 result_index 第三批入口。\n2. `铜_市场分析.md` 已能把铜价、库存、TC/RC 连成市场读法，说明价格、现货压力和利润分配分别回答什么问题。\n3. `铜_详细介绍.md` 已解释铜价上涨不等于所有铜公司都受益，能区分资源端、冶炼端和材料端传导差异。\n4. `江西铜业.md`、`铜陵有色.md` 已从占位稿提升为用户可读的公司观察页，能说明权益矿、冶炼加工费、副产品、库存、套保和官方披露口径如何影响公司观察。\n5. `rg -n \"提及频次|被提及约|mention_count|事实句|覆盖\"` 对本轮 4 个文件无命中，未发现用内部统计证明正文判断的问题。\n6. 风险词 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 命中均为限制、否定或边界语境。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续公司页仍应优先使用官方披露、原研报线索和数据传导说明公司含义，避免把公司进入队列或被提及本身写成判断依据。\n2. 后续其余核心文档仍需分批返修或明确降级/暂缓边界；不得因本轮铜链条通过而宣称整体可读性问题闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n4. 复审对象：本轮 4 个铜链条核心正文文件\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627112510762_9bd067bb","event_type":"message.delivered","message_id":"msg_20260627112510700_69412e3b","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627","correlation_id":"msg_20260627112510700_69412e3b","causation_id":"evt_20260627112510732_747196db","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T11:25:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627\n- related_message: msg_20260627112058889_62525aba\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001\n\n审核结论：通过。\n\n允许 `铜_市场分析.md`、`铜_详细介绍.md`、`江西铜业.md`、`铜陵有色.md` 作为第三批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。本结论不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`，也不代表全部 57 个核心文档已经达到最终用户阅读质量。\n\n审核依据：\n1. 已按 fp 后续标准人工阅读 4 个复审对象，并核对设计记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003`、执行日志 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003` 和 result_index 第三批入口。\n2. `铜_市场分析.md` 已能把铜价、库存、TC/RC 连成市场读法，说明价格、现货压力和利润分配分别回答什么问题。\n3. `铜_详细介绍.md` 已解释铜价上涨不等于所有铜公司都受益，能区分资源端、冶炼端和材料端传导差异。\n4. `江西铜业.md`、`铜陵有色.md` 已从占位稿提升为用户可读的公司观察页，能说明权益矿、冶炼加工费、副产品、库存、套保和官方披露口径如何影响公司观察。\n5. `rg -n \"提及频次|被提及约|mention_count|事实句|覆盖\"` 对本轮 4 个文件无命中，未发现用内部统计证明正文判断的问题。\n6. 风险词 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 命中均为限制、否定或边界语境。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 后续公司页仍应优先使用官方披露、原研报线索和数据传导说明公司含义，避免把公司进入队列或被提及本身写成判断依据。\n2. 后续其余核心文档仍需分批返修或明确降级/暂缓边界；不得因本轮铜链条通过而宣称整体可读性问题闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n4. 复审对象：本轮 4 个铜链条核心正文文件\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627113822197_c41e45ad","event_type":"message.created","message_id":"msg_20260627113822197_25719377","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627","correlation_id":"msg_20260627113822197_25719377","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:38:22+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复盘送审：核心文档阶段化写作流程复盘。\n\n用户最新要求聚焦两点：\n1. 为什么此前审核员没有审核出“术语没解释、数据没解释、时间不具体、文档不像给人看”的问题。\n2. 分析员侧需要建立一个不过度加码的输出流程：不是要求一次写对，而是先输出框架，再复查哪些数据没解释，再复查哪些数据不够具体；每阶段只集中做 1-2 件事，通过多个阶段最终完善核心输出文档。\n\n本轮已完成内容：\n1. 按 fp 技能读取复盘规范。\n2. 针对用户点名的 `有色的产业链总览.md` 做问题定位：LME/SMM/SHFE/Trading Economics 术语未解释；`53 条线索/41 张页图` 是内部证据状态语言，不是用户可读解释；巨龙铜矿产量/销量/利润缺少 2025 年报和 2026-01-23 二期投产等时间口径。\n3. 新建复盘稿，明确审核漏审原因和阶段化写作流程。\n4. 新增问题记录和执行日志；未修改核心正文，未重启 PASS-017，未新增同类旧缺口补证 PASS。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n请审核员重点复核：\n1. 对“为什么审核员审核不出来”的根因判断是否成立，是否覆盖审核侧漏审机制。\n2. 阶段化写作流程是否可执行：框架、数据和案例落点、解释和传导、术语和口径、人读润色、分阶段审核。\n3. 是否符合用户“不希望层层加码”的边界：不要求全量重写 57 个文档，不重新读取全部 359 份 raw，不重启 PASS-017，不把每个小修都变成复杂审核包。\n4. 是否允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语、数据展开和时间口径，再送样本复审。\n\n证据入口：\n1. 复盘稿：`ana-doc/有色案例/核心文档阶段化写作流程复盘.md`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STAGED-WRITING-FP-001`\n4. 用户点名文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n5. 线索表：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`\n\n边界：\n本次只送审复盘方案和流程，不代表核心正文已经修好；样本文档修复需在本复盘方案通过后再执行。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627113822229_a3f92742","event_type":"message.routed","message_id":"msg_20260627113822197_25719377","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627","correlation_id":"msg_20260627113822197_25719377","causation_id":"evt_20260627113822197_c41e45ad","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:38:22+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复盘送审：核心文档阶段化写作流程复盘。\n\n用户最新要求聚焦两点：\n1. 为什么此前审核员没有审核出“术语没解释、数据没解释、时间不具体、文档不像给人看”的问题。\n2. 分析员侧需要建立一个不过度加码的输出流程：不是要求一次写对，而是先输出框架，再复查哪些数据没解释，再复查哪些数据不够具体；每阶段只集中做 1-2 件事，通过多个阶段最终完善核心输出文档。\n\n本轮已完成内容：\n1. 按 fp 技能读取复盘规范。\n2. 针对用户点名的 `有色的产业链总览.md` 做问题定位：LME/SMM/SHFE/Trading Economics 术语未解释；`53 条线索/41 张页图` 是内部证据状态语言，不是用户可读解释；巨龙铜矿产量/销量/利润缺少 2025 年报和 2026-01-23 二期投产等时间口径。\n3. 新建复盘稿，明确审核漏审原因和阶段化写作流程。\n4. 新增问题记录和执行日志；未修改核心正文，未重启 PASS-017，未新增同类旧缺口补证 PASS。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n请审核员重点复核：\n1. 对“为什么审核员审核不出来”的根因判断是否成立，是否覆盖审核侧漏审机制。\n2. 阶段化写作流程是否可执行：框架、数据和案例落点、解释和传导、术语和口径、人读润色、分阶段审核。\n3. 是否符合用户“不希望层层加码”的边界：不要求全量重写 57 个文档，不重新读取全部 359 份 raw，不重启 PASS-017，不把每个小修都变成复杂审核包。\n4. 是否允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语、数据展开和时间口径，再送样本复审。\n\n证据入口：\n1. 复盘稿：`ana-doc/有色案例/核心文档阶段化写作流程复盘.md`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STAGED-WRITING-FP-001`\n4. 用户点名文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n5. 线索表：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`\n\n边界：\n本次只送审复盘方案和流程，不代表核心正文已经修好；样本文档修复需在本复盘方案通过后再执行。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627113822261_853ecd6e","event_type":"message.delivered","message_id":"msg_20260627113822197_25719377","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627","correlation_id":"msg_20260627113822197_25719377","causation_id":"evt_20260627113822229_a3f92742","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T11:38:22+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n复盘送审：核心文档阶段化写作流程复盘。\n\n用户最新要求聚焦两点：\n1. 为什么此前审核员没有审核出“术语没解释、数据没解释、时间不具体、文档不像给人看”的问题。\n2. 分析员侧需要建立一个不过度加码的输出流程：不是要求一次写对，而是先输出框架，再复查哪些数据没解释，再复查哪些数据不够具体；每阶段只集中做 1-2 件事，通过多个阶段最终完善核心输出文档。\n\n本轮已完成内容：\n1. 按 fp 技能读取复盘规范。\n2. 针对用户点名的 `有色的产业链总览.md` 做问题定位：LME/SMM/SHFE/Trading Economics 术语未解释；`53 条线索/41 张页图` 是内部证据状态语言，不是用户可读解释；巨龙铜矿产量/销量/利润缺少 2025 年报和 2026-01-23 二期投产等时间口径。\n3. 新建复盘稿，明确审核漏审原因和阶段化写作流程。\n4. 新增问题记录和执行日志；未修改核心正文，未重启 PASS-017，未新增同类旧缺口补证 PASS。\n5. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n请审核员重点复核：\n1. 对“为什么审核员审核不出来”的根因判断是否成立，是否覆盖审核侧漏审机制。\n2. 阶段化写作流程是否可执行：框架、数据和案例落点、解释和传导、术语和口径、人读润色、分阶段审核。\n3. 是否符合用户“不希望层层加码”的边界：不要求全量重写 57 个文档，不重新读取全部 359 份 raw，不重启 PASS-017，不把每个小修都变成复杂审核包。\n4. 是否允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语、数据展开和时间口径，再送样本复审。\n\n证据入口：\n1. 复盘稿：`ana-doc/有色案例/核心文档阶段化写作流程复盘.md`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STAGED-WRITING-FP-001`\n4. 用户点名文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n5. 线索表：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`\n\n边界：\n本次只送审复盘方案和流程，不代表核心正文已经修好；样本文档修复需在本复盘方案通过后再执行。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627114052660_db0a233a","event_type":"message.created","message_id":"msg_20260627114052659_cee130e2","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627","correlation_id":"msg_20260627114052659_cee130e2","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:40:52+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627\n- related_message: msg_20260627113822197_25719377\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001\n\n审核结论：有条件通过。\n\n阶段化写作流程复盘方案可以作为后续有色核心文档可读性返修口径使用。允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语解释、数据线索展开和时间口径，再提交样本复审。\n\n审核判断：\n1. 复盘覆盖了用户本轮反馈：LME/SMM/SHFE/Trading Economics 等术语未解释，`53 条线索/41 张页图` 等内部证据状态没有转成用户读法，巨龙铜矿案例缺少年份和具体时间口径。\n2. 对审核侧漏审原因的判断成立：前序审核重点放在是否有数据解释、传导链、DRAFT 边界和风险词，没有单独检查“普通用户无需背景知识是否能读懂”“内部证据语言是否翻译成报告语言”“相对时间是否明确到年份/报告期”。\n3. 对执行侧根因的判断成立：分析员把核心文档当成一次成稿，缺少框架、数据落点、解释传导、术语口径、人读润色等可复查中间状态。\n4. 阶段化流程可执行：框架、数据和案例落点、解释和传导、术语和口径、人读润色、分阶段审核，每阶段集中 1-2 件事，能降低一次审核维度过多导致的漏审风险。\n5. 反加码边界有效：不全量重写 57 个文档，不重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，也不要求每个小修都拆成 6 次送审。\n\n发现问题：\n未发现阻断问题。\n\n非阻断要求：\n1. 本轮通过的是复盘方案，不代表 `有色的产业链总览.md` 已经修好。\n2. 下一步样本文档返修送审时，应明确本轮只检查术语解释、数据线索展开和时间口径，不要混入全量正文重写或新增旧缺口补证。\n3. 样本通过前，不得宣称 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001` 已闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 复盘稿：`ana-doc/有色案例/核心文档阶段化写作流程复盘.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STAGED-WRITING-FP-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627114052691_e16afe07","event_type":"message.routed","message_id":"msg_20260627114052659_cee130e2","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627","correlation_id":"msg_20260627114052659_cee130e2","causation_id":"evt_20260627114052660_db0a233a","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:40:52+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627\n- related_message: msg_20260627113822197_25719377\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001\n\n审核结论：有条件通过。\n\n阶段化写作流程复盘方案可以作为后续有色核心文档可读性返修口径使用。允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语解释、数据线索展开和时间口径，再提交样本复审。\n\n审核判断：\n1. 复盘覆盖了用户本轮反馈：LME/SMM/SHFE/Trading Economics 等术语未解释，`53 条线索/41 张页图` 等内部证据状态没有转成用户读法，巨龙铜矿案例缺少年份和具体时间口径。\n2. 对审核侧漏审原因的判断成立：前序审核重点放在是否有数据解释、传导链、DRAFT 边界和风险词，没有单独检查“普通用户无需背景知识是否能读懂”“内部证据语言是否翻译成报告语言”“相对时间是否明确到年份/报告期”。\n3. 对执行侧根因的判断成立：分析员把核心文档当成一次成稿，缺少框架、数据落点、解释传导、术语口径、人读润色等可复查中间状态。\n4. 阶段化流程可执行：框架、数据和案例落点、解释和传导、术语和口径、人读润色、分阶段审核，每阶段集中 1-2 件事，能降低一次审核维度过多导致的漏审风险。\n5. 反加码边界有效：不全量重写 57 个文档，不重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，也不要求每个小修都拆成 6 次送审。\n\n发现问题：\n未发现阻断问题。\n\n非阻断要求：\n1. 本轮通过的是复盘方案，不代表 `有色的产业链总览.md` 已经修好。\n2. 下一步样本文档返修送审时，应明确本轮只检查术语解释、数据线索展开和时间口径，不要混入全量正文重写或新增旧缺口补证。\n3. 样本通过前，不得宣称 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001` 已闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 复盘稿：`ana-doc/有色案例/核心文档阶段化写作流程复盘.md`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-STAGED-WRITING-FP-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627114136262_1799e89e","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T11:41:36+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627114052659_cee130e2","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627114052659_cee130e2","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627114552201_2f332d07","event_type":"message.created","message_id":"msg_20260627114552200_0af61bac","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627114552200_0af61bac","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:45:52+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001\n- related_run: RUN-ANA-YS-STAGED-WRITING-SAMPLE-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n样本文档返修送审：`有色的产业链总览.md` 阶段化写作样本返修。\n\n本轮范围严格限定为前序 fp 复审允许的三项：\n1. 术语解释：解释 LME、SMM、SHFE、Trading Economics 是什么，以及用户该如何理解这些来源。\n2. 数据线索展开：把“53 条线索、41 张页图”的内部证据状态，改写成按铜、铝、镍钴锂、锡锑钨、金银展开的用户阅读说明。\n3. 时间口径：补充巨龙铜矿案例的明确年份和日期：2025 年全年产量、销量、净利润；2026 年 1 月 23 日二期投产；二期达产后矿产铜年产量 30-35 万吨。\n\n本轮已落地：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`\n3. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-STAGED-WRITING-SAMPLE-001`\n4. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-STAGED-WRITING-SAMPLE-001`\n5. `ana-doc/有色案例/案例问题记录.md`，问题状态已更新为“样本返修已完成，待复审”\n6. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已登记阶段化样本返修入口\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中“正式行业结论、交易建议、买入、卖出、目标价、收益承诺”等均处于限制或否定语境。\n3. “53 条线索、41 张页图”仍出现一次，但已在“内部工作量本身没有意义，应改成品种阅读说明”的否定解释语境，不作为判断依据。\n4. “提及频次”仍出现一次，但处于“不要把提及频次当作价值判断”的限制语境。\n\n请审核员只复核本轮三项：\n1. 术语解释是否足够普通用户首读理解。\n2. 数据线索是否从内部证据状态转成用户能读懂的品种和含义。\n3. 巨龙铜矿案例时间口径是否明确。\n\n边界：\n本轮不是全量核心文档质量审核，不全量重写 57 个文档，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627114552233_cfe6d707","event_type":"message.routed","message_id":"msg_20260627114552200_0af61bac","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627114552200_0af61bac","causation_id":"evt_20260627114552201_2f332d07","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:45:52+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001\n- related_run: RUN-ANA-YS-STAGED-WRITING-SAMPLE-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n样本文档返修送审：`有色的产业链总览.md` 阶段化写作样本返修。\n\n本轮范围严格限定为前序 fp 复审允许的三项：\n1. 术语解释：解释 LME、SMM、SHFE、Trading Economics 是什么，以及用户该如何理解这些来源。\n2. 数据线索展开：把“53 条线索、41 张页图”的内部证据状态，改写成按铜、铝、镍钴锂、锡锑钨、金银展开的用户阅读说明。\n3. 时间口径：补充巨龙铜矿案例的明确年份和日期：2025 年全年产量、销量、净利润；2026 年 1 月 23 日二期投产；二期达产后矿产铜年产量 30-35 万吨。\n\n本轮已落地：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`\n3. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-STAGED-WRITING-SAMPLE-001`\n4. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-STAGED-WRITING-SAMPLE-001`\n5. `ana-doc/有色案例/案例问题记录.md`，问题状态已更新为“样本返修已完成，待复审”\n6. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已登记阶段化样本返修入口\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中“正式行业结论、交易建议、买入、卖出、目标价、收益承诺”等均处于限制或否定语境。\n3. “53 条线索、41 张页图”仍出现一次，但已在“内部工作量本身没有意义，应改成品种阅读说明”的否定解释语境，不作为判断依据。\n4. “提及频次”仍出现一次，但处于“不要把提及频次当作价值判断”的限制语境。\n\n请审核员只复核本轮三项：\n1. 术语解释是否足够普通用户首读理解。\n2. 数据线索是否从内部证据状态转成用户能读懂的品种和含义。\n3. 巨龙铜矿案例时间口径是否明确。\n\n边界：\n本轮不是全量核心文档质量审核，不全量重写 57 个文档，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627114552264_d61e08ce","event_type":"message.delivered","message_id":"msg_20260627114552200_0af61bac","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627114552200_0af61bac","causation_id":"evt_20260627114552233_cfe6d707","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T11:45:52+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001\n- related_run: RUN-ANA-YS-STAGED-WRITING-SAMPLE-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n样本文档返修送审：`有色的产业链总览.md` 阶段化写作样本返修。\n\n本轮范围严格限定为前序 fp 复审允许的三项：\n1. 术语解释：解释 LME、SMM、SHFE、Trading Economics 是什么，以及用户该如何理解这些来源。\n2. 数据线索展开：把“53 条线索、41 张页图”的内部证据状态，改写成按铜、铝、镍钴锂、锡锑钨、金银展开的用户阅读说明。\n3. 时间口径：补充巨龙铜矿案例的明确年份和日期：2025 年全年产量、销量、净利润；2026 年 1 月 23 日二期投产；二期达产后矿产铜年产量 30-35 万吨。\n\n本轮已落地：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`\n3. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-STAGED-WRITING-SAMPLE-001`\n4. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-STAGED-WRITING-SAMPLE-001`\n5. `ana-doc/有色案例/案例问题记录.md`，问题状态已更新为“样本返修已完成，待复审”\n6. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已登记阶段化样本返修入口\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中“正式行业结论、交易建议、买入、卖出、目标价、收益承诺”等均处于限制或否定语境。\n3. “53 条线索、41 张页图”仍出现一次，但已在“内部工作量本身没有意义，应改成品种阅读说明”的否定解释语境，不作为判断依据。\n4. “提及频次”仍出现一次，但处于“不要把提及频次当作价值判断”的限制语境。\n\n请审核员只复核本轮三项：\n1. 术语解释是否足够普通用户首读理解。\n2. 数据线索是否从内部证据状态转成用户能读懂的品种和含义。\n3. 巨龙铜矿案例时间口径是否明确。\n\n边界：\n本轮不是全量核心文档质量审核，不全量重写 57 个文档，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627114848742_89ee3908","event_type":"message.created","message_id":"msg_20260627114848742_0f3b65b4","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627114848742_0f3b65b4","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T11:48:48+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627\n- related_message: msg_20260627114552200_0af61bac\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- audit_id: AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001\n\n审核结论：通过。\n\n允许 `有色的产业链总览.md` 作为阶段化写作样本返修稿继续使用，并允许后续小范围批次按该方法推进。本结论不关闭 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`，也不代表全部 57 个核心文档已完成最终阅读质量闭环。\n\n审核范围：\n本次只复核前序 fp 审计允许的三项：术语解释、数据线索展开、巨龙铜矿时间口径。未扩大为全量核心文档质量审核，未要求重新读取全部 raw，未重启 PASS-017，未新增同类旧缺口补证 PASS。\n\n审核结果：\n1. 术语解释：通过。文档已解释 `LME`、`SHFE`、`SMM`、`Trading Economics` 的中文含义、常见用途和用户阅读方式，普通用户首读能理解这些来源大致代表什么。\n2. 数据线索展开：通过。文档已明确说明“53 条线索、41 张页图”这种内部工作量本身没有意义，并按铜、铝、镍钴锂、锡锑钨、金银展开“能读什么、当前边界是什么”。\n3. 巨龙铜矿时间口径：通过。文档已补入 2025 年全年产量、销量、净利润，2026 年 1 月 23 日二期工程投产，以及二期达产后矿产铜年产量 30-35 万吨口径。\n4. 边界：通过。`53 条线索/41 张页图` 只在否定内部工作量语境出现；`提及频次` 只在“不把提及频次当作价值判断”的限制语境出现；风险词均处于限制或否定语境。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 样本通过后，后续批次仍应明确本轮阶段重点，避免一次送审混入框架、数据、解释、术语、润色和全量质量闭环。\n2. 后续推广时可复用该写法，但不得把样本通过解释成全部核心文档通过。\n3. `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001` 当前状态应为“样本返修通过，待后续批次按流程执行或明确暂缓边界”。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 样本文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627114848775_5ab7ca6a","event_type":"message.routed","message_id":"msg_20260627114848742_0f3b65b4","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627114848742_0f3b65b4","causation_id":"evt_20260627114848742_89ee3908","parent_message_id":null,"status":"routed","created_at":"2026-06-27T11:48:48+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627\n- related_message: msg_20260627114552200_0af61bac\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- audit_id: AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001\n\n审核结论：通过。\n\n允许 `有色的产业链总览.md` 作为阶段化写作样本返修稿继续使用，并允许后续小范围批次按该方法推进。本结论不关闭 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`，也不代表全部 57 个核心文档已完成最终阅读质量闭环。\n\n审核范围：\n本次只复核前序 fp 审计允许的三项：术语解释、数据线索展开、巨龙铜矿时间口径。未扩大为全量核心文档质量审核，未要求重新读取全部 raw，未重启 PASS-017，未新增同类旧缺口补证 PASS。\n\n审核结果：\n1. 术语解释：通过。文档已解释 `LME`、`SHFE`、`SMM`、`Trading Economics` 的中文含义、常见用途和用户阅读方式，普通用户首读能理解这些来源大致代表什么。\n2. 数据线索展开：通过。文档已明确说明“53 条线索、41 张页图”这种内部工作量本身没有意义，并按铜、铝、镍钴锂、锡锑钨、金银展开“能读什么、当前边界是什么”。\n3. 巨龙铜矿时间口径：通过。文档已补入 2025 年全年产量、销量、净利润，2026 年 1 月 23 日二期工程投产，以及二期达产后矿产铜年产量 30-35 万吨口径。\n4. 边界：通过。`53 条线索/41 张页图` 只在否定内部工作量语境出现；`提及频次` 只在“不把提及频次当作价值判断”的限制语境出现；风险词均处于限制或否定语境。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 样本通过后，后续批次仍应明确本轮阶段重点，避免一次送审混入框架、数据、解释、术语、润色和全量质量闭环。\n2. 后续推广时可复用该写法，但不得把样本通过解释成全部核心文档通过。\n3. `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001` 当前状态应为“样本返修通过，待后续批次按流程执行或明确暂缓边界”。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 样本文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627114848806_0b0a3692","event_type":"message.delivered","message_id":"msg_20260627114848742_0f3b65b4","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627","correlation_id":"msg_20260627114848742_0f3b65b4","causation_id":"evt_20260627114848775_5ab7ca6a","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T11:48:48+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627\n- related_message: msg_20260627114552200_0af61bac\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001\n- audit_id: AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001\n\n审核结论：通过。\n\n允许 `有色的产业链总览.md` 作为阶段化写作样本返修稿继续使用，并允许后续小范围批次按该方法推进。本结论不关闭 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`，也不代表全部 57 个核心文档已完成最终阅读质量闭环。\n\n审核范围：\n本次只复核前序 fp 审计允许的三项：术语解释、数据线索展开、巨龙铜矿时间口径。未扩大为全量核心文档质量审核，未要求重新读取全部 raw，未重启 PASS-017，未新增同类旧缺口补证 PASS。\n\n审核结果：\n1. 术语解释：通过。文档已解释 `LME`、`SHFE`、`SMM`、`Trading Economics` 的中文含义、常见用途和用户阅读方式，普通用户首读能理解这些来源大致代表什么。\n2. 数据线索展开：通过。文档已明确说明“53 条线索、41 张页图”这种内部工作量本身没有意义，并按铜、铝、镍钴锂、锡锑钨、金银展开“能读什么、当前边界是什么”。\n3. 巨龙铜矿时间口径：通过。文档已补入 2025 年全年产量、销量、净利润，2026 年 1 月 23 日二期工程投产，以及二期达产后矿产铜年产量 30-35 万吨口径。\n4. 边界：通过。`53 条线索/41 张页图` 只在否定内部工作量语境出现；`提及频次` 只在“不把提及频次当作价值判断”的限制语境出现；风险词均处于限制或否定语境。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 样本通过后，后续批次仍应明确本轮阶段重点，避免一次送审混入框架、数据、解释、术语、润色和全量质量闭环。\n2. 后续推广时可复用该写法，但不得把样本通过解释成全部核心文档通过。\n3. `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001` 当前状态应为“样本返修通过，待后续批次按流程执行或明确暂缓边界”。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`\n3. 样本文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627121827331_46685915","event_type":"message.created","message_id":"msg_20260627121827331_85861b01","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627","correlation_id":"msg_20260627121827331_85861b01","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T12:18:27+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n规范变更送审：核心文档“结论先行、逐步解释、含义落地”写作规则。\n\n用户反馈要点：\n1. 当前核心文档仍存在表达不清的问题，例如“资源端是当前第一主线”读者不知道是投资排序、跟踪重点还是数据完整性判断。\n2. 用户要求解释事情不要思维跳跃，应先给核心结论，再按 1、2、3、4 的顺序写前因后果、线索分别证明什么、数据为什么能证明结论。\n3. 用户要求通用规则落到 ana-doc 父级规范，行业专属案例落到有色本地规范或方案，避免后续重复犯错，并最好带案例。\n\n本轮修改：\n1. `ana-doc/案例分析规范.md`：在 `5.6 核心文档输出流程` 中新增通用写作底线：核心正文必须结论先行、逐步解释；每个重要结论后的数据或案例必须回答“是什么、证明什么、为什么能证明、对行业/市场/产业链/公司研究有什么含义”。\n2. `ana-doc/有色案例/有色研报解析方案.md`：新增有色核心正文写法案例，明确“资源端是当前第一主线”应写成“资源端是当前最优先跟踪的研究主线，不等于买入排序”，并说明三条线索如何分别支撑研究优先级。\n3. `ana-doc/案例执行日志.md`：新增 `RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001`。\n4. `ana-doc/有色案例/案例执行日志.md`：新增 `RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001`。\n5. `项目变更记录.md`：新增 `2026-06-27T12:04:00+08:00 补充核心文档结论先行和逐步解释写作规则`。\n\n自检：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. `rg` 可检索到 `结论先行`、`逐步解释`、`资源端是当前最优先跟踪`、两个 run ID 和项目变更记录。\n\n请审核员复核：\n1. 父级通用规则是否准确承接用户要求，且没有过度加码。\n2. 有色方案示例是否足够具体，能指导“资源端第一主线”这类模糊表达改写。\n3. 是否符合母版边界：本轮不修改 `研报解析架构.md`，只维护父级案例分析规范和有色本地方案。\n4. 是否可以作为后续核心文档返修和审核口径使用。\n\n边界：\n本轮不直接修改有色核心正文，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不要求全部历史文档立即全量重写。后续正文返修按该规则分批执行。","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627122422357_8c173d49","event_type":"message.created","message_id":"msg_20260627122422357_69491955","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627","correlation_id":"msg_20260627122422357_69491955","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T12:24:22+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627\n- related_message: msg_20260627121827331_85861b01\n- audit_id: AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001\n\n审核结论：通过。\n\n允许“核心文档结论先行、逐步解释、含义落地”写作规则作为后续 `project-info` ana 核心文档返修和审核口径使用。\n\n审核判断：\n1. 父级通用规则准确承接用户要求：核心正文必须先说清结论或观察状态，再按顺序解释前因后果；每个结论后的数据或案例必须回答“是什么、证明什么、为什么能证明、对行业/市场/产业链/公司研究有什么含义”。\n2. 有色方案示例足够具体：已把“资源端是当前第一主线”改写为“资源端是当前最优先跟踪的研究主线，不等于买入排序”，并说明价格库存、矿山产量权益、成本和项目达产三条线索分别支撑什么。\n3. 母版边界正确：本轮未修改 `ana-doc/研报体系/研报解析架构.md`；通用写作底线落在父级 `ana-doc/案例分析规范.md`，行业示例落在 `ana-doc/有色案例/有色研报解析方案.md`。\n4. 未发现过度加码：执行日志明确本轮不改核心正文、不补新资料、不重启 PASS-017、不新增同类旧缺口补证 PASS、不要求全部历史文档立即重写。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过的是规范和方案示例，不代表既有核心正文已自动修复。\n2. 后续核心正文返修应按该规则分批执行；每批送审应说明本轮重点，避免把单个表达问题扩大成全量重写。\n3. 审核员后续做输出审核时，应把“结论先行、证据逐步解释、含义落地”作为人读质量检查项，但不得用它要求每个小修都新增复杂审核包。\n\n证据入口：\n1. 审计报告：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001`\n2. 父级规则：`ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`\n3. 有色示例：`ana-doc/有色案例/有色研报解析方案.md`\n4. 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001`\n5. 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001`\n6. 项目变更记录：`项目变更记录.md`，`2026-06-27T12:04:00+08:00 补充核心文档结论先行和逐步解释写作规则`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627122422391_9abf0db0","event_type":"message.routed","message_id":"msg_20260627122422357_69491955","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627","correlation_id":"msg_20260627122422357_69491955","causation_id":"evt_20260627122422357_8c173d49","parent_message_id":null,"status":"routed","created_at":"2026-06-27T12:24:22+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627\n- related_message: msg_20260627121827331_85861b01\n- audit_id: AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001\n\n审核结论：通过。\n\n允许“核心文档结论先行、逐步解释、含义落地”写作规则作为后续 `project-info` ana 核心文档返修和审核口径使用。\n\n审核判断：\n1. 父级通用规则准确承接用户要求：核心正文必须先说清结论或观察状态，再按顺序解释前因后果；每个结论后的数据或案例必须回答“是什么、证明什么、为什么能证明、对行业/市场/产业链/公司研究有什么含义”。\n2. 有色方案示例足够具体：已把“资源端是当前第一主线”改写为“资源端是当前最优先跟踪的研究主线，不等于买入排序”，并说明价格库存、矿山产量权益、成本和项目达产三条线索分别支撑什么。\n3. 母版边界正确：本轮未修改 `ana-doc/研报体系/研报解析架构.md`；通用写作底线落在父级 `ana-doc/案例分析规范.md`，行业示例落在 `ana-doc/有色案例/有色研报解析方案.md`。\n4. 未发现过度加码：执行日志明确本轮不改核心正文、不补新资料、不重启 PASS-017、不新增同类旧缺口补证 PASS、不要求全部历史文档立即重写。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过的是规范和方案示例，不代表既有核心正文已自动修复。\n2. 后续核心正文返修应按该规则分批执行；每批送审应说明本轮重点，避免把单个表达问题扩大成全量重写。\n3. 审核员后续做输出审核时，应把“结论先行、证据逐步解释、含义落地”作为人读质量检查项，但不得用它要求每个小修都新增复杂审核包。\n\n证据入口：\n1. 审计报告：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001`\n2. 父级规则：`ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`\n3. 有色示例：`ana-doc/有色案例/有色研报解析方案.md`\n4. 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001`\n5. 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001`\n6. 项目变更记录：`项目变更记录.md`，`2026-06-27T12:04:00+08:00 补充核心文档结论先行和逐步解释写作规则`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627122422424_4c37fdef","event_type":"message.delivered","message_id":"msg_20260627122422357_69491955","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627","correlation_id":"msg_20260627122422357_69491955","causation_id":"evt_20260627122422391_9abf0db0","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T12:24:22+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627\n- related_message: msg_20260627121827331_85861b01\n- audit_id: AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001\n\n审核结论：通过。\n\n允许“核心文档结论先行、逐步解释、含义落地”写作规则作为后续 `project-info` ana 核心文档返修和审核口径使用。\n\n审核判断：\n1. 父级通用规则准确承接用户要求：核心正文必须先说清结论或观察状态，再按顺序解释前因后果；每个结论后的数据或案例必须回答“是什么、证明什么、为什么能证明、对行业/市场/产业链/公司研究有什么含义”。\n2. 有色方案示例足够具体：已把“资源端是当前第一主线”改写为“资源端是当前最优先跟踪的研究主线，不等于买入排序”，并说明价格库存、矿山产量权益、成本和项目达产三条线索分别支撑什么。\n3. 母版边界正确：本轮未修改 `ana-doc/研报体系/研报解析架构.md`；通用写作底线落在父级 `ana-doc/案例分析规范.md`，行业示例落在 `ana-doc/有色案例/有色研报解析方案.md`。\n4. 未发现过度加码：执行日志明确本轮不改核心正文、不补新资料、不重启 PASS-017、不新增同类旧缺口补证 PASS、不要求全部历史文档立即重写。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过的是规范和方案示例，不代表既有核心正文已自动修复。\n2. 后续核心正文返修应按该规则分批执行；每批送审应说明本轮重点，避免把单个表达问题扩大成全量重写。\n3. 审核员后续做输出审核时，应把“结论先行、证据逐步解释、含义落地”作为人读质量检查项，但不得用它要求每个小修都新增复杂审核包。\n\n证据入口：\n1. 审计报告：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001`\n2. 父级规则：`ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`\n3. 有色示例：`ana-doc/有色案例/有色研报解析方案.md`\n4. 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001`\n5. 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001`\n6. 项目变更记录：`项目变更记录.md`，`2026-06-27T12:04:00+08:00 补充核心文档结论先行和逐步解释写作规则`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627123056211_537ecd04","event_type":"message.created","message_id":"msg_20260627123056211_9525bf80","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-PRINCIPLE-CHECK-REVIEW-20260627","correlation_id":"msg_20260627123056211_9525bf80","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T12:30:56+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-PRINCIPLE-CHECK-REVIEW-20260627\n- related_message: msg_20260627122813233_da73cfd5\n- audit_id: AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001\n\n审核结论：通过。\n\n允许“核心文档逐篇对照 `研报解析架构.md` 核心理念复查流程”作为后续 `project-info` ana 核心文档返修和审核口径使用。\n\n审核判断：\n1. 该流程准确承接用户要求：核心文档写完或每轮实质返修后，必须逐篇对照 `研报体系/研报解析架构.md` 的“核心理念”复查；不符合的段落应本轮修改或标记降级/待补。\n2. 六项复查点覆盖了用户关心的人读质量：普通人能否看懂、关键结论和流程是否展开、是否有数据和案例、前因后果是否讲清、多因素是否横向对比、市场和行业关键数据是否既有数据也有解释。\n3. 母版边界正确：本轮未修改 `研报体系/研报解析架构.md`，只是把母版“核心理念”转成父级案例分析规范和有色本地方案中的执行复查动作。\n4. 未发现过度加码：规则明确不要求新增复杂产物；送审边界也声明不直接修改核心正文、不补新资料、不全量重写 57 个文档、不重启 PASS-017。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过的是流程规则，不代表既有核心正文已完成“核心理念”复查和返修。\n2. 后续每批实质返修应留下轻量复查说明，说明本批哪些文档已对照核心理念检查、哪些段落已修改、哪些因证据不足降级或进入待补。\n3. 审核员后续应把“逐篇对照核心理念”作为人读质量门，但不得要求为每个小修新增复杂产物或全量重跑。\n\n证据入口：\n1. 审计报告：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001`\n2. 父级规则：`ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`\n3. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n4. 母版依据：`ana-doc/研报体系/研报解析架构.md`，`核心理念`\n5. 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001`\n6. 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-PRINCIPLE-CHECK-001`\n7. 项目变更记录：`项目变更记录.md`，`2026-06-27T12:32:00+08:00 补充核心文档对照研报解析架构核心理念复查流程`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627123056250_7327bbcc","event_type":"message.routed","message_id":"msg_20260627123056211_9525bf80","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-PRINCIPLE-CHECK-REVIEW-20260627","correlation_id":"msg_20260627123056211_9525bf80","causation_id":"evt_20260627123056211_537ecd04","parent_message_id":null,"status":"routed","created_at":"2026-06-27T12:30:56+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-PRINCIPLE-CHECK-REVIEW-20260627\n- related_message: msg_20260627122813233_da73cfd5\n- audit_id: AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001\n\n审核结论：通过。\n\n允许“核心文档逐篇对照 `研报解析架构.md` 核心理念复查流程”作为后续 `project-info` ana 核心文档返修和审核口径使用。\n\n审核判断：\n1. 该流程准确承接用户要求：核心文档写完或每轮实质返修后，必须逐篇对照 `研报体系/研报解析架构.md` 的“核心理念”复查；不符合的段落应本轮修改或标记降级/待补。\n2. 六项复查点覆盖了用户关心的人读质量：普通人能否看懂、关键结论和流程是否展开、是否有数据和案例、前因后果是否讲清、多因素是否横向对比、市场和行业关键数据是否既有数据也有解释。\n3. 母版边界正确：本轮未修改 `研报体系/研报解析架构.md`，只是把母版“核心理念”转成父级案例分析规范和有色本地方案中的执行复查动作。\n4. 未发现过度加码：规则明确不要求新增复杂产物；送审边界也声明不直接修改核心正文、不补新资料、不全量重写 57 个文档、不重启 PASS-017。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过的是流程规则，不代表既有核心正文已完成“核心理念”复查和返修。\n2. 后续每批实质返修应留下轻量复查说明，说明本批哪些文档已对照核心理念检查、哪些段落已修改、哪些因证据不足降级或进入待补。\n3. 审核员后续应把“逐篇对照核心理念”作为人读质量门，但不得要求为每个小修新增复杂产物或全量重跑。\n\n证据入口：\n1. 审计报告：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001`\n2. 父级规则：`ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`\n3. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n4. 母版依据：`ana-doc/研报体系/研报解析架构.md`，`核心理念`\n5. 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001`\n6. 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-PRINCIPLE-CHECK-001`\n7. 项目变更记录：`项目变更记录.md`，`2026-06-27T12:32:00+08:00 补充核心文档对照研报解析架构核心理念复查流程`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627123056283_5e4c6590","event_type":"message.delivered","message_id":"msg_20260627123056211_9525bf80","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-PRINCIPLE-CHECK-REVIEW-20260627","correlation_id":"msg_20260627123056211_9525bf80","causation_id":"evt_20260627123056250_7327bbcc","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T12:30:56+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-FLOW-CORE-PRINCIPLE-CHECK-REVIEW-20260627\n- related_message: msg_20260627122813233_da73cfd5\n- audit_id: AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001\n\n审核结论：通过。\n\n允许“核心文档逐篇对照 `研报解析架构.md` 核心理念复查流程”作为后续 `project-info` ana 核心文档返修和审核口径使用。\n\n审核判断：\n1. 该流程准确承接用户要求：核心文档写完或每轮实质返修后，必须逐篇对照 `研报体系/研报解析架构.md` 的“核心理念”复查；不符合的段落应本轮修改或标记降级/待补。\n2. 六项复查点覆盖了用户关心的人读质量：普通人能否看懂、关键结论和流程是否展开、是否有数据和案例、前因后果是否讲清、多因素是否横向对比、市场和行业关键数据是否既有数据也有解释。\n3. 母版边界正确：本轮未修改 `研报体系/研报解析架构.md`，只是把母版“核心理念”转成父级案例分析规范和有色本地方案中的执行复查动作。\n4. 未发现过度加码：规则明确不要求新增复杂产物；送审边界也声明不直接修改核心正文、不补新资料、不全量重写 57 个文档、不重启 PASS-017。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过的是流程规则，不代表既有核心正文已完成“核心理念”复查和返修。\n2. 后续每批实质返修应留下轻量复查说明，说明本批哪些文档已对照核心理念检查、哪些段落已修改、哪些因证据不足降级或进入待补。\n3. 审核员后续应把“逐篇对照核心理念”作为人读质量门，但不得要求为每个小修新增复杂产物或全量重跑。\n\n证据入口：\n1. 审计报告：`ana-doc/案例审计报告.md`，`AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001`\n2. 父级规则：`ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`\n3. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`\n4. 母版依据：`ana-doc/研报体系/研报解析架构.md`，`核心理念`\n5. 执行日志：`ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001`\n6. 有色执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-PRINCIPLE-CHECK-001`\n7. 项目变更记录：`项目变更记录.md`，`2026-06-27T12:32:00+08:00 补充核心文档对照研报解析架构核心理念复查流程`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-review\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instanc"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627125539985_c060c8f5","event_type":"message.created","message_id":"msg_20260627125539985_28f38828","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627125539985_28f38828","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T12:55:39+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业总览第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”的原则继续修改所有输出文档。\n2. 每个文本应对照 `研报体系/研报解析架构.md` 的“核心理念”复查；不符合的段落本轮修改或降级。\n3. 不要把内部统计、事实句数量、线索数量当作用户正文判断依据；数据和线索必须解释成用户能理解的研究含义。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_总览.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_总览.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_总览.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_总览.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业总览第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均改为先给清晰结论或观察状态，并解释研究含义。\n2. 5 篇均拆出 2-3 条线索，说明线索回答什么、为什么能支撑当前读法。\n3. 不再用“事实句覆盖”“提及频次”“线索数量”作为正文判断依据。\n4. 保留 DRAFT、DATA_GAP_REVIEW 或正式使用前需核验的边界。\n5. 未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个子行业总览，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查：命中仅在边界或自检说明语境，未发现用内部统计证明正文判断。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 普通用户是否能理解每篇结论到底是什么意思。\n2. 线索是否被解释成了前因后果和研究含义。\n3. 是否仍存在内部工作语言替代报告语言。\n4. 是否存在越界的正式结论或交易表达。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627125540019_014e6f79","event_type":"message.routed","message_id":"msg_20260627125539985_28f38828","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627125539985_28f38828","causation_id":"evt_20260627125539985_c060c8f5","parent_message_id":null,"status":"routed","created_at":"2026-06-27T12:55:40+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业总览第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”的原则继续修改所有输出文档。\n2. 每个文本应对照 `研报体系/研报解析架构.md` 的“核心理念”复查；不符合的段落本轮修改或降级。\n3. 不要把内部统计、事实句数量、线索数量当作用户正文判断依据；数据和线索必须解释成用户能理解的研究含义。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_总览.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_总览.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_总览.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_总览.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业总览第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均改为先给清晰结论或观察状态，并解释研究含义。\n2. 5 篇均拆出 2-3 条线索，说明线索回答什么、为什么能支撑当前读法。\n3. 不再用“事实句覆盖”“提及频次”“线索数量”作为正文判断依据。\n4. 保留 DRAFT、DATA_GAP_REVIEW 或正式使用前需核验的边界。\n5. 未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个子行业总览，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查：命中仅在边界或自检说明语境，未发现用内部统计证明正文判断。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 普通用户是否能理解每篇结论到底是什么意思。\n2. 线索是否被解释成了前因后果和研究含义。\n3. 是否仍存在内部工作语言替代报告语言。\n4. 是否存在越界的正式结论或交易表达。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627125540052_331515cc","event_type":"message.delivered","message_id":"msg_20260627125539985_28f38828","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627125539985_28f38828","causation_id":"evt_20260627125540019_014e6f79","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T12:55:40+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业总览第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”的原则继续修改所有输出文档。\n2. 每个文本应对照 `研报体系/研报解析架构.md` 的“核心理念”复查；不符合的段落本轮修改或降级。\n3. 不要把内部统计、事实句数量、线索数量当作用户正文判断依据；数据和线索必须解释成用户能理解的研究含义。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_总览.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_总览.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_总览.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_总览.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业总览第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均改为先给清晰结论或观察状态，并解释研究含义。\n2. 5 篇均拆出 2-3 条线索，说明线索回答什么、为什么能支撑当前读法。\n3. 不再用“事实句覆盖”“提及频次”“线索数量”作为正文判断依据。\n4. 保留 DRAFT、DATA_GAP_REVIEW 或正式使用前需核验的边界。\n5. 未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个子行业总览，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查：命中仅在边界或自检说明语境，未发现用内部统计证明正文判断。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 普通用户是否能理解每篇结论到底是什么意思。\n2. 线索是否被解释成了前因后果和研究含义。\n3. 是否仍存在内部工作语言替代报告语言。\n4. 是否存在越界的正式结论或交易表达。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627125540363_89d85203","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T12:55:40+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627125539985_28f38828","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f076e-f649-7931-90bf-266e368a27e4","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627125938503_f5ec9add","event_type":"message.created","message_id":"msg_20260627125938503_ff322adb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627","correlation_id":"msg_20260627125938503_ff322adb","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T12:59:38+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业市场分析第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 市场核心是数据，但数据必须解释成用户能理解的市场结论、前因后果和公司/研究含义。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给市场结论或观察状态，不直接进入数据列表。\n2. 5 篇均解释价格、库存、供给、需求或公司弹性分别回答什么问题。\n3. 锗镓铟明确写为 `DATA_GAP_REVIEW`，资料不足时不强行写趋势判断。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式价格指标、正式行业结论、正式公司结论、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个市场分析文件，不处理详细介绍和公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查：正文未见用内部统计证明判断；自检摘要中的命中为说明性语境。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 市场结论是否清晰。\n2. 价格、库存、供给、需求和公司弹性是否被解释成用户能理解的含义。\n3. 是否仍存在模板化市场语言。\n4. 是否存在越界的正式指标或交易表达。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627125938538_5242523a","event_type":"message.routed","message_id":"msg_20260627125938503_ff322adb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627","correlation_id":"msg_20260627125938503_ff322adb","causation_id":"evt_20260627125938503_f5ec9add","parent_message_id":null,"status":"routed","created_at":"2026-06-27T12:59:38+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业市场分析第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 市场核心是数据，但数据必须解释成用户能理解的市场结论、前因后果和公司/研究含义。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给市场结论或观察状态，不直接进入数据列表。\n2. 5 篇均解释价格、库存、供给、需求或公司弹性分别回答什么问题。\n3. 锗镓铟明确写为 `DATA_GAP_REVIEW`，资料不足时不强行写趋势判断。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式价格指标、正式行业结论、正式公司结论、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个市场分析文件，不处理详细介绍和公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查：正文未见用内部统计证明判断；自检摘要中的命中为说明性语境。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 市场结论是否清晰。\n2. 价格、库存、供给、需求和公司弹性是否被解释成用户能理解的含义。\n3. 是否仍存在模板化市场语言。\n4. 是否存在越界的正式指标或交易表达。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627125938572_a9270694","event_type":"message.delivered","message_id":"msg_20260627125938503_ff322adb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627","correlation_id":"msg_20260627125938503_ff322adb","causation_id":"evt_20260627125938538_5242523a","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T12:59:38+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业市场分析第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 市场核心是数据，但数据必须解释成用户能理解的市场结论、前因后果和公司/研究含义。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给市场结论或观察状态，不直接进入数据列表。\n2. 5 篇均解释价格、库存、供给、需求或公司弹性分别回答什么问题。\n3. 锗镓铟明确写为 `DATA_GAP_REVIEW`，资料不足时不强行写趋势判断。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式价格指标、正式行业结论、正式公司结论、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个市场分析文件，不处理详细介绍和公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查：正文未见用内部统计证明判断；自检摘要中的命中为说明性语境。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 市场结论是否清晰。\n2. 价格、库存、供给、需求和公司弹性是否被解释成用户能理解的含义。\n3. 是否仍存在模板化市场语言。\n4. 是否存在越界的正式指标或交易表达。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627125939052_b146aa5c","event_type":"managed_session.dispatch.queued","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T12:59:39+08:00","status":"queued","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627125938503_ff322adb","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"managed session has active message waiting for ack/release: msg_20260627125539985_28f38828","queue_path":"D:\\manage_system\\.mbx\\runtime\\queues\\project-info.laoshen.jsonl","blocked_by_message_id":"msg_20260627125539985_28f38828","blocked_by_lock_id":null}}
{"schema_version":"1.0","event_id":"evt_20260627130019687_2aa2f3f5","event_type":"message.created","message_id":"msg_20260627130019687_054206ab","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627130019687_054206ab","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:00:19+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- correlation_id: msg_20260627125539985_28f38828\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业总览可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用；该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题，也不代表全部 57 个核心阅读文档质量闭环。\n\n复审对象：\n1. `子行业/小金属_总览.md`\n2. `子行业/稀土_总览.md`\n3. `子行业/锂钴镍_总览.md`\n4. `子行业/钼_总览.md`\n5. `子行业/锗镓铟_总览.md`\n\n审核要点：\n1. 5 篇均已先给出清晰读法或观察状态，普通用户能理解“当前到底在说什么”。\n2. 5 篇均把线索解释为前因后果和研究含义，没有用事实句数量、提及频次、线索数量或内部覆盖统计替代正文判断。\n3. `钼_总览.md`、`锗镓铟_总览.md` 证据相对薄，但已明确降级和待补边界，符合本轮 DRAFT 总览口径。\n4. 风险词和内部统计词抽查未发现越界：内部统计词未命中；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n5. 5 篇均未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇子行业总览可作为 DRAFT 继续使用。\n2. 钼、锗镓铟后续进入市场分析或公司页时，仍需补更具体的价格、供需、公司暴露或官方口径；总览中保留降级状态是合理的。\n3. 后续批次仍需按同一标准检查“结论先行、逐步解释、含义落地”，避免重新退回内部工作语言。\n\n是否需要继续修复：\n本轮 5 篇不需要阻断性修复。可以继续选择下一批未深改子行业总览、市场分析或公司页按同一标准返修并送审；对暂不返修文档应明确降级/暂缓边界。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130019722_fb1a2bd9","event_type":"message.routed","message_id":"msg_20260627130019687_054206ab","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627130019687_054206ab","causation_id":"evt_20260627130019687_2aa2f3f5","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:00:19+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- correlation_id: msg_20260627125539985_28f38828\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业总览可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用；该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题，也不代表全部 57 个核心阅读文档质量闭环。\n\n复审对象：\n1. `子行业/小金属_总览.md`\n2. `子行业/稀土_总览.md`\n3. `子行业/锂钴镍_总览.md`\n4. `子行业/钼_总览.md`\n5. `子行业/锗镓铟_总览.md`\n\n审核要点：\n1. 5 篇均已先给出清晰读法或观察状态，普通用户能理解“当前到底在说什么”。\n2. 5 篇均把线索解释为前因后果和研究含义，没有用事实句数量、提及频次、线索数量或内部覆盖统计替代正文判断。\n3. `钼_总览.md`、`锗镓铟_总览.md` 证据相对薄，但已明确降级和待补边界，符合本轮 DRAFT 总览口径。\n4. 风险词和内部统计词抽查未发现越界：内部统计词未命中；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n5. 5 篇均未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇子行业总览可作为 DRAFT 继续使用。\n2. 钼、锗镓铟后续进入市场分析或公司页时，仍需补更具体的价格、供需、公司暴露或官方口径；总览中保留降级状态是合理的。\n3. 后续批次仍需按同一标准检查“结论先行、逐步解释、含义落地”，避免重新退回内部工作语言。\n\n是否需要继续修复：\n本轮 5 篇不需要阻断性修复。可以继续选择下一批未深改子行业总览、市场分析或公司页按同一标准返修并送审；对暂不返修文档应明确降级/暂缓边界。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130019755_446e8f08","event_type":"message.delivered","message_id":"msg_20260627130019687_054206ab","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627130019687_054206ab","causation_id":"evt_20260627130019722_fb1a2bd9","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:00:19+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- correlation_id: msg_20260627125539985_28f38828\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业总览可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用；该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题，也不代表全部 57 个核心阅读文档质量闭环。\n\n复审对象：\n1. `子行业/小金属_总览.md`\n2. `子行业/稀土_总览.md`\n3. `子行业/锂钴镍_总览.md`\n4. `子行业/钼_总览.md`\n5. `子行业/锗镓铟_总览.md`\n\n审核要点：\n1. 5 篇均已先给出清晰读法或观察状态，普通用户能理解“当前到底在说什么”。\n2. 5 篇均把线索解释为前因后果和研究含义，没有用事实句数量、提及频次、线索数量或内部覆盖统计替代正文判断。\n3. `钼_总览.md`、`锗镓铟_总览.md` 证据相对薄，但已明确降级和待补边界，符合本轮 DRAFT 总览口径。\n4. 风险词和内部统计词抽查未发现越界：内部统计词未命中；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n5. 5 篇均未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇子行业总览可作为 DRAFT 继续使用。\n2. 钼、锗镓铟后续进入市场分析或公司页时，仍需补更具体的价格、供需、公司暴露或官方口径；总览中保留降级状态是合理的。\n3. 后续批次仍需按同一标准检查“结论先行、逐步解释、含义落地”，避免重新退回内部工作语言。\n\n是否需要继续修复：\n本轮 5 篇不需要阻断性修复。可以继续选择下一批未深改子行业总览、市场分析或公司页按同一标准返修并送审；对暂不返修文档应明确降级/暂缓边界。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627130410921_c4c6dfaf","event_type":"message.created","message_id":"msg_20260627130410921_1c894c30","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627","correlation_id":"msg_20260627130410921_1c894c30","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:04:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627\n- correlation_id: msg_20260627125938503_ff322adb\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：需补充。\n\n本轮 5 篇市场分析的结论表达和边界比旧版清楚，但作为“市场分析”仍有一个实质缺口：除 `锗镓铟_市场分析.md` 已明确 `DATA_GAP_REVIEW` 外，其余 4 篇多数仍在讲“应该怎么看数据”，没有把本轮已有的具体市场数据或明确数据缺口落到正文。这样会复发用户指出的“市场核心是数据，但数据没有解释”的问题。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n5. `子行业/锗镓铟_市场分析.md`\n\n通过项：\n1. 5 篇均已先给市场结论或观察状态，不再直接进入空泛列表。\n2. 5 篇均没有用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n3. 风险词和交易表达未越界；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n4. `锗镓铟_市场分析.md` 明确写为 `DATA_GAP_REVIEW`，且解释缺价格、供给、公司官方源分别意味着不能判断趋势、供给约束和公司暴露，本轮可通过。\n\n阻断问题：\nP1：四篇市场分析没有把已有市场数据或明确数据缺口落到正文。\n\n涉及文件：\n1. `小金属_市场分析.md`\n2. `稀土_市场分析.md`\n3. `锂钴镍_市场分析.md`\n4. `钼_市场分析.md`\n\n影响：\n用户读到的仍偏“市场分析方法”，而不是“当前市场数据说明了什么”。这会削弱市场文档的人读价值，也不符合 `研报解析架构.md` 中“市场关键数据要有数据也要解释数据”的核心要求。\n\n最小修复要求：\n每篇新增或改写一个很短的“本轮可用数据 / 数据缺口怎么读”段落：\n1. 能引用已有数据的，列出 1-3 个关键数据或线索，并解释它们对市场阶段、供需、价格或公司弹性的含义。\n2. 暂无可用数据的，明确写入 `DATA_GAP_REVIEW` 或等价降级状态，并说明不能形成趋势判断。\n3. 不需要补新资料，不需要重读全部 raw，不需要全量重写 57 个文档，不需要新开同类补证 PASS。\n\n是否需要继续修复：\n需要。请只按上述最小范围修复 4 篇后重提复审；`锗镓铟_市场分析.md` 本轮不要求修改。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130410956_b15a6639","event_type":"message.routed","message_id":"msg_20260627130410921_1c894c30","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627","correlation_id":"msg_20260627130410921_1c894c30","causation_id":"evt_20260627130410921_c4c6dfaf","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:04:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627\n- correlation_id: msg_20260627125938503_ff322adb\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：需补充。\n\n本轮 5 篇市场分析的结论表达和边界比旧版清楚，但作为“市场分析”仍有一个实质缺口：除 `锗镓铟_市场分析.md` 已明确 `DATA_GAP_REVIEW` 外，其余 4 篇多数仍在讲“应该怎么看数据”，没有把本轮已有的具体市场数据或明确数据缺口落到正文。这样会复发用户指出的“市场核心是数据，但数据没有解释”的问题。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n5. `子行业/锗镓铟_市场分析.md`\n\n通过项：\n1. 5 篇均已先给市场结论或观察状态，不再直接进入空泛列表。\n2. 5 篇均没有用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n3. 风险词和交易表达未越界；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n4. `锗镓铟_市场分析.md` 明确写为 `DATA_GAP_REVIEW`，且解释缺价格、供给、公司官方源分别意味着不能判断趋势、供给约束和公司暴露，本轮可通过。\n\n阻断问题：\nP1：四篇市场分析没有把已有市场数据或明确数据缺口落到正文。\n\n涉及文件：\n1. `小金属_市场分析.md`\n2. `稀土_市场分析.md`\n3. `锂钴镍_市场分析.md`\n4. `钼_市场分析.md`\n\n影响：\n用户读到的仍偏“市场分析方法”，而不是“当前市场数据说明了什么”。这会削弱市场文档的人读价值，也不符合 `研报解析架构.md` 中“市场关键数据要有数据也要解释数据”的核心要求。\n\n最小修复要求：\n每篇新增或改写一个很短的“本轮可用数据 / 数据缺口怎么读”段落：\n1. 能引用已有数据的，列出 1-3 个关键数据或线索，并解释它们对市场阶段、供需、价格或公司弹性的含义。\n2. 暂无可用数据的，明确写入 `DATA_GAP_REVIEW` 或等价降级状态，并说明不能形成趋势判断。\n3. 不需要补新资料，不需要重读全部 raw，不需要全量重写 57 个文档，不需要新开同类补证 PASS。\n\n是否需要继续修复：\n需要。请只按上述最小范围修复 4 篇后重提复审；`锗镓铟_市场分析.md` 本轮不要求修改。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130410989_b2fbc5f2","event_type":"message.delivered","message_id":"msg_20260627130410921_1c894c30","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627","correlation_id":"msg_20260627130410921_1c894c30","causation_id":"evt_20260627130410956_b15a6639","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:04:10+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627\n- correlation_id: msg_20260627125938503_ff322adb\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：需补充。\n\n本轮 5 篇市场分析的结论表达和边界比旧版清楚，但作为“市场分析”仍有一个实质缺口：除 `锗镓铟_市场分析.md` 已明确 `DATA_GAP_REVIEW` 外，其余 4 篇多数仍在讲“应该怎么看数据”，没有把本轮已有的具体市场数据或明确数据缺口落到正文。这样会复发用户指出的“市场核心是数据，但数据没有解释”的问题。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n5. `子行业/锗镓铟_市场分析.md`\n\n通过项：\n1. 5 篇均已先给市场结论或观察状态，不再直接进入空泛列表。\n2. 5 篇均没有用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n3. 风险词和交易表达未越界；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n4. `锗镓铟_市场分析.md` 明确写为 `DATA_GAP_REVIEW`，且解释缺价格、供给、公司官方源分别意味着不能判断趋势、供给约束和公司暴露，本轮可通过。\n\n阻断问题：\nP1：四篇市场分析没有把已有市场数据或明确数据缺口落到正文。\n\n涉及文件：\n1. `小金属_市场分析.md`\n2. `稀土_市场分析.md`\n3. `锂钴镍_市场分析.md`\n4. `钼_市场分析.md`\n\n影响：\n用户读到的仍偏“市场分析方法”，而不是“当前市场数据说明了什么”。这会削弱市场文档的人读价值，也不符合 `研报解析架构.md` 中“市场关键数据要有数据也要解释数据”的核心要求。\n\n最小修复要求：\n每篇新增或改写一个很短的“本轮可用数据 / 数据缺口怎么读”段落：\n1. 能引用已有数据的，列出 1-3 个关键数据或线索，并解释它们对市场阶段、供需、价格或公司弹性的含义。\n2. 暂无可用数据的，明确写入 `DATA_GAP_REVIEW` 或等价降级状态，并说明不能形成趋势判断。\n3. 不需要补新资料，不需要重读全部 raw，不需要全量重写 57 个文档，不需要新开同类补证 PASS。\n\n是否需要继续修复：\n需要。请只按上述最小范围修复 4 篇后重提复审；`锗镓铟_市场分析.md` 本轮不要求修改。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627130823040_f2912bff","event_type":"message.created","message_id":"msg_20260627130823040_b0f3c03f","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627130823040_b0f3c03f","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:08:23+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n重提事项：市场分析第一批数据落正文最小修复复审。\n\n前次复审问题：\n`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001` 指出：除 `锗镓铟_市场分析.md` 外，其余 4 篇市场分析仍偏“应该怎么看数据”，没有把本轮已有具体市场数据或明确数据缺口落到正文。\n\n本轮最小修复范围：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n本轮不修改：\n1. `子行业/锗镓铟_市场分析.md`\n2. 任何详细介绍或公司页\n3. 任何 raw、外部资料、补证 PASS\n\n修复内容：\n1. `小金属_市场分析.md`：补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索；解释锡较成熟，钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md`：补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，以及稀土周度候选值仍需原始表格行核验；解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n3. `锂钴镍_市场分析.md`：补入 2026-06-25 的 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格；解释这些数据说明已有价格/库存入口，但还不能证明反转。\n4. `钼_市场分析.md`：补入钼缺少单独干净价格库存行、仅有 `锂|稀土|钼` 和 `钴|钼` 混合候选线索；解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n边界：\n不补新资料，不重新读取全部 raw，不全量重写 57 个文档，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把候选数据写成正式指标、正式行业结论或交易建议。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已用 `rg` 抽查 4 篇，确认具体数据或 `DATA_PARTIAL / DATA_GAP_REVIEW` 已落正文。\n\n请审核员只复审前次阻断点是否解除：4 篇是否已把已有数据或明确数据缺口落到正文，并解释其市场含义。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130823076_ca63b83b","event_type":"message.routed","message_id":"msg_20260627130823040_b0f3c03f","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627130823040_b0f3c03f","causation_id":"evt_20260627130823040_f2912bff","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:08:23+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n重提事项：市场分析第一批数据落正文最小修复复审。\n\n前次复审问题：\n`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001` 指出：除 `锗镓铟_市场分析.md` 外，其余 4 篇市场分析仍偏“应该怎么看数据”，没有把本轮已有具体市场数据或明确数据缺口落到正文。\n\n本轮最小修复范围：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n本轮不修改：\n1. `子行业/锗镓铟_市场分析.md`\n2. 任何详细介绍或公司页\n3. 任何 raw、外部资料、补证 PASS\n\n修复内容：\n1. `小金属_市场分析.md`：补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索；解释锡较成熟，钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md`：补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，以及稀土周度候选值仍需原始表格行核验；解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n3. `锂钴镍_市场分析.md`：补入 2026-06-25 的 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格；解释这些数据说明已有价格/库存入口，但还不能证明反转。\n4. `钼_市场分析.md`：补入钼缺少单独干净价格库存行、仅有 `锂|稀土|钼` 和 `钴|钼` 混合候选线索；解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n边界：\n不补新资料，不重新读取全部 raw，不全量重写 57 个文档，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把候选数据写成正式指标、正式行业结论或交易建议。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已用 `rg` 抽查 4 篇，确认具体数据或 `DATA_PARTIAL / DATA_GAP_REVIEW` 已落正文。\n\n请审核员只复审前次阻断点是否解除：4 篇是否已把已有数据或明确数据缺口落到正文，并解释其市场含义。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130823110_2683068d","event_type":"message.delivered","message_id":"msg_20260627130823040_b0f3c03f","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627130823040_b0f3c03f","causation_id":"evt_20260627130823076_ca63b83b","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:08:23+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n重提事项：市场分析第一批数据落正文最小修复复审。\n\n前次复审问题：\n`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001` 指出：除 `锗镓铟_市场分析.md` 外，其余 4 篇市场分析仍偏“应该怎么看数据”，没有把本轮已有具体市场数据或明确数据缺口落到正文。\n\n本轮最小修复范围：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n本轮不修改：\n1. `子行业/锗镓铟_市场分析.md`\n2. 任何详细介绍或公司页\n3. 任何 raw、外部资料、补证 PASS\n\n修复内容：\n1. `小金属_市场分析.md`：补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索；解释锡较成熟，钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md`：补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，以及稀土周度候选值仍需原始表格行核验；解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n3. `锂钴镍_市场分析.md`：补入 2026-06-25 的 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格；解释这些数据说明已有价格/库存入口，但还不能证明反转。\n4. `钼_市场分析.md`：补入钼缺少单独干净价格库存行、仅有 `锂|稀土|钼` 和 `钴|钼` 混合候选线索；解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n边界：\n不补新资料，不重新读取全部 raw，不全量重写 57 个文档，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把候选数据写成正式指标、正式行业结论或交易建议。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已用 `rg` 抽查 4 篇，确认具体数据或 `DATA_PARTIAL / DATA_GAP_REVIEW` 已落正文。\n\n请审核员只复审前次阻断点是否解除：4 篇是否已把已有数据或明确数据缺口落到正文，并解释其市场含义。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627130835651_16bbe267","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-27T13:08:35+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627130410921_1c894c30","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260627130410921_1c894c30","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260627130847743_9e95dbe2","event_type":"message.created","message_id":"msg_20260627130847743_cde11f88","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627","correlation_id":"msg_20260627130847743_cde11f88","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:08:47+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业详细介绍第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 不要让文档像内部资料卡；要让用户理解产业链怎么运行、利润为什么传导到某个环节、公司为什么可能或不可能受益。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给清晰结论或观察状态。\n2. 5 篇均以正文解释产业链运行、利润传导和公司读法，不再以变量模型或证明卡表格替代解释。\n3. 锗镓铟明确保持 `DATA_GAP_REVIEW`，资料不足时不强行判断利润传导。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个详细介绍文件，不处理公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查无命中。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 产业链运行是否讲清楚。\n2. 利润传导是否按顺序解释。\n3. 公司进入深读入口的原因和核验边界是否明确。\n4. 是否仍存在内部资料卡语言或越界正式结论。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130847780_c3d7174c","event_type":"message.routed","message_id":"msg_20260627130847743_cde11f88","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627","correlation_id":"msg_20260627130847743_cde11f88","causation_id":"evt_20260627130847743_9e95dbe2","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:08:47+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业详细介绍第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 不要让文档像内部资料卡；要让用户理解产业链怎么运行、利润为什么传导到某个环节、公司为什么可能或不可能受益。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给清晰结论或观察状态。\n2. 5 篇均以正文解释产业链运行、利润传导和公司读法，不再以变量模型或证明卡表格替代解释。\n3. 锗镓铟明确保持 `DATA_GAP_REVIEW`，资料不足时不强行判断利润传导。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个详细介绍文件，不处理公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查无命中。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 产业链运行是否讲清楚。\n2. 利润传导是否按顺序解释。\n3. 公司进入深读入口的原因和核验边界是否明确。\n4. 是否仍存在内部资料卡语言或越界正式结论。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130847815_0e64541e","event_type":"message.delivered","message_id":"msg_20260627130847743_cde11f88","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627","correlation_id":"msg_20260627130847743_cde11f88","causation_id":"evt_20260627130847780_c3d7174c","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:08:47+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业详细介绍第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 不要让文档像内部资料卡；要让用户理解产业链怎么运行、利润为什么传导到某个环节、公司为什么可能或不可能受益。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给清晰结论或观察状态。\n2. 5 篇均以正文解释产业链运行、利润传导和公司读法，不再以变量模型或证明卡表格替代解释。\n3. 锗镓铟明确保持 `DATA_GAP_REVIEW`，资料不足时不强行判断利润传导。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个详细介绍文件，不处理公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查无命中。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 产业链运行是否讲清楚。\n2. 利润传导是否按顺序解释。\n3. 公司进入深读入口的原因和核验边界是否明确。\n4. 是否仍存在内部资料卡语言或越界正式结论。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627130848064_fc8ce96e","event_type":"managed_session.dispatch.queued","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T13:08:48+08:00","status":"queued","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627130847743_cde11f88","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"managed session has active message waiting for ack/release: msg_20260627130823040_b0f3c03f","queue_path":"D:\\manage_system\\.mbx\\runtime\\queues\\project-info.laoshen.jsonl","blocked_by_message_id":"msg_20260627130823040_b0f3c03f","blocked_by_lock_id":null}}
{"schema_version":"1.0","event_id":"evt_20260627131057939_7b65d78b","event_type":"message.created","message_id":"msg_20260627131057939_f95bb0c7","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627131057939_f95bb0c7","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:10:57+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- correlation_id: msg_20260627130823040_b0f3c03f\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：通过。\n\n本次只复审前次 P1 阻断点是否解除。结论是：`小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md` 已把已有数据或明确数据缺口落到正文，并解释其市场含义；前次阻断点已解除。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n复核结果：\n1. `小金属_市场分析.md` 已补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索，并说明锡较成熟、钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md` 已补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，并解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`，不能写稀土价格趋势确认。\n3. `锂钴镍_市场分析.md` 已补入 2026-06-25 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格，并解释这些数据有价格/库存入口但不能证明反转。\n4. `钼_市场分析.md` 已补入缺少单独干净价格库存行、仅有混合候选线索的说明，并明确 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过只表示 `REPAIR-005` 前次阻断点解除，不关闭整体核心文档可读性问题。\n2. 这些数据仍是 DRAFT 或候选口径，正式输出前仍需日期、单位、原始表格行、来源和数值一致性核验。\n3. 后续市场分析批次应延续本次做法：能写数据就写数据并解释，不能写数据就明确 `DATA_GAP_REVIEW`，不要退回纯方法说明。\n\n是否允许继续：\n允许。市场分析第一批 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，其中锗镓铟保持 `DATA_GAP_REVIEW`。可以继续推进下一批核心理念返修；但不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131057975_5c2efe87","event_type":"message.routed","message_id":"msg_20260627131057939_f95bb0c7","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627131057939_f95bb0c7","causation_id":"evt_20260627131057939_7b65d78b","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:10:57+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- correlation_id: msg_20260627130823040_b0f3c03f\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：通过。\n\n本次只复审前次 P1 阻断点是否解除。结论是：`小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md` 已把已有数据或明确数据缺口落到正文，并解释其市场含义；前次阻断点已解除。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n复核结果：\n1. `小金属_市场分析.md` 已补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索，并说明锡较成熟、钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md` 已补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，并解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`，不能写稀土价格趋势确认。\n3. `锂钴镍_市场分析.md` 已补入 2026-06-25 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格，并解释这些数据有价格/库存入口但不能证明反转。\n4. `钼_市场分析.md` 已补入缺少单独干净价格库存行、仅有混合候选线索的说明，并明确 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过只表示 `REPAIR-005` 前次阻断点解除，不关闭整体核心文档可读性问题。\n2. 这些数据仍是 DRAFT 或候选口径，正式输出前仍需日期、单位、原始表格行、来源和数值一致性核验。\n3. 后续市场分析批次应延续本次做法：能写数据就写数据并解释，不能写数据就明确 `DATA_GAP_REVIEW`，不要退回纯方法说明。\n\n是否允许继续：\n允许。市场分析第一批 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，其中锗镓铟保持 `DATA_GAP_REVIEW`。可以继续推进下一批核心理念返修；但不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131058010_32cbf9aa","event_type":"message.delivered","message_id":"msg_20260627131057939_f95bb0c7","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627131057939_f95bb0c7","causation_id":"evt_20260627131057975_5c2efe87","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:10:58+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- correlation_id: msg_20260627130823040_b0f3c03f\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：通过。\n\n本次只复审前次 P1 阻断点是否解除。结论是：`小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md` 已把已有数据或明确数据缺口落到正文，并解释其市场含义；前次阻断点已解除。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n复核结果：\n1. `小金属_市场分析.md` 已补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索，并说明锡较成熟、钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md` 已补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，并解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`，不能写稀土价格趋势确认。\n3. `锂钴镍_市场分析.md` 已补入 2026-06-25 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格，并解释这些数据有价格/库存入口但不能证明反转。\n4. `钼_市场分析.md` 已补入缺少单独干净价格库存行、仅有混合候选线索的说明，并明确 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过只表示 `REPAIR-005` 前次阻断点解除，不关闭整体核心文档可读性问题。\n2. 这些数据仍是 DRAFT 或候选口径，正式输出前仍需日期、单位、原始表格行、来源和数值一致性核验。\n3. 后续市场分析批次应延续本次做法：能写数据就写数据并解释，不能写数据就明确 `DATA_GAP_REVIEW`，不要退回纯方法说明。\n\n是否允许继续：\n允许。市场分析第一批 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，其中锗镓铟保持 `DATA_GAP_REVIEW`。可以继续推进下一批核心理念返修；但不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627131305639_aad9b2a6","event_type":"message.created","message_id":"msg_20260627131305639_670a5ee4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627131305639_670a5ee4","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:13:05+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：稀土公司页第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”和核心理念逐篇复查原则继续改所有输出文档。\n2. 公司页不能只是模板化“公司相关暴露/待字段化核验”，需要讲清公司为什么进入深读入口、利润如何传导、什么数据没补前不能下结论。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国稀土.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/北方稀土.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/盛和资源.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金力永磁.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 4 篇均先说明公司为什么进入深读入口。\n2. 中国稀土、北方稀土、盛和资源按资源/分离/复合业务解释；金力永磁按磁材端解释。\n3. 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导。\n4. 4 篇均列明年报、公告、业务占比、产能、客户或成本等官方资料缺口。\n5. 未输出买卖建议、目标价、收益承诺或正式公司结论。\n\n边界：\n本轮只处理 4 个稀土公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。通过后仅表示这 4 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查：买卖、目标价、收益承诺等只出现在边界说明语境。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 公司为什么进入深读入口是否清楚。\n2. 资源/分离公司和磁材公司是否分开解释。\n3. 利润传导和失效条件是否按顺序说明。\n4. 是否仍存在模板化公司证据卡语言或越界正式结论。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131305675_a5bbea5f","event_type":"message.routed","message_id":"msg_20260627131305639_670a5ee4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627131305639_670a5ee4","causation_id":"evt_20260627131305639_aad9b2a6","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:13:05+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：稀土公司页第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”和核心理念逐篇复查原则继续改所有输出文档。\n2. 公司页不能只是模板化“公司相关暴露/待字段化核验”，需要讲清公司为什么进入深读入口、利润如何传导、什么数据没补前不能下结论。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国稀土.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/北方稀土.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/盛和资源.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金力永磁.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 4 篇均先说明公司为什么进入深读入口。\n2. 中国稀土、北方稀土、盛和资源按资源/分离/复合业务解释；金力永磁按磁材端解释。\n3. 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导。\n4. 4 篇均列明年报、公告、业务占比、产能、客户或成本等官方资料缺口。\n5. 未输出买卖建议、目标价、收益承诺或正式公司结论。\n\n边界：\n本轮只处理 4 个稀土公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。通过后仅表示这 4 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查：买卖、目标价、收益承诺等只出现在边界说明语境。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 公司为什么进入深读入口是否清楚。\n2. 资源/分离公司和磁材公司是否分开解释。\n3. 利润传导和失效条件是否按顺序说明。\n4. 是否仍存在模板化公司证据卡语言或越界正式结论。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131305709_09b8713e","event_type":"message.delivered","message_id":"msg_20260627131305639_670a5ee4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627131305639_670a5ee4","causation_id":"evt_20260627131305675_a5bbea5f","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:13:05+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：稀土公司页第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”和核心理念逐篇复查原则继续改所有输出文档。\n2. 公司页不能只是模板化“公司相关暴露/待字段化核验”，需要讲清公司为什么进入深读入口、利润如何传导、什么数据没补前不能下结论。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国稀土.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/北方稀土.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/盛和资源.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金力永磁.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 4 篇均先说明公司为什么进入深读入口。\n2. 中国稀土、北方稀土、盛和资源按资源/分离/复合业务解释；金力永磁按磁材端解释。\n3. 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导。\n4. 4 篇均列明年报、公告、业务占比、产能、客户或成本等官方资料缺口。\n5. 未输出买卖建议、目标价、收益承诺或正式公司结论。\n\n边界：\n本轮只处理 4 个稀土公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。通过后仅表示这 4 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查：买卖、目标价、收益承诺等只出现在边界说明语境。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 公司为什么进入深读入口是否清楚。\n2. 资源/分离公司和磁材公司是否分开解释。\n3. 利润传导和失效条件是否按顺序说明。\n4. 是否仍存在模板化公司证据卡语言或越界正式结论。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131305960_b26e4634","event_type":"managed_session.dispatch.queued","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T13:13:05+08:00","status":"queued","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627131305639_670a5ee4","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"managed session has active message waiting for ack/release: msg_20260627130847743_cde11f88","queue_path":"D:\\manage_system\\.mbx\\runtime\\queues\\project-info.laoshen.jsonl","blocked_by_message_id":"msg_20260627130847743_cde11f88","blocked_by_lock_id":null}}
{"schema_version":"1.0","event_id":"evt_20260627131401366_1b52bdc2","event_type":"message.created","message_id":"msg_20260627131401366_d2158426","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627","correlation_id":"msg_20260627131401366_d2158426","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:14:01+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627\n- correlation_id: msg_20260627130847743_cde11f88\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业详细介绍已满足本轮核心理念返修要求，可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `子行业/小金属_详细介绍.md`\n2. `子行业/稀土_详细介绍.md`\n3. `子行业/锂钴镍_详细介绍.md`\n4. `子行业/钼_详细介绍.md`\n5. `子行业/锗镓铟_详细介绍.md`\n\n审核要点：\n1. 5 篇均已先给清晰结论或观察状态，普通用户能理解该子行业应该怎么读。\n2. 5 篇均用正文解释产业链运行和利润传导，没有用变量模型、证明卡或内部表格替代解释。\n3. 公司进入深读入口的原因和核验边界较清楚，未把进入队列写成推荐或正式公司判断。\n4. `锗镓铟_详细介绍.md` 证据不足，但已诚实降级为 `DATA_GAP_REVIEW`，未强行编出利润传导。\n5. 风险词和内部统计词抽查无命中，未发现越界正式结论或交易表达。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇详细介绍可作为 DRAFT 继续使用。\n2. 后续公司页返修时仍需进一步落到公司业务占比、产量、成本、项目进度、官方来源和利润传导，不应只复用子行业层面的概念。\n3. 详细介绍后续如补入新增数据，仍需保持“数据是什么、证明什么、为什么能证明、对产业链/公司有什么含义”的解释链。\n\n是否允许继续：\n允许。可以继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131401404_009f036f","event_type":"message.routed","message_id":"msg_20260627131401366_d2158426","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627","correlation_id":"msg_20260627131401366_d2158426","causation_id":"evt_20260627131401366_1b52bdc2","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:14:01+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627\n- correlation_id: msg_20260627130847743_cde11f88\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业详细介绍已满足本轮核心理念返修要求，可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `子行业/小金属_详细介绍.md`\n2. `子行业/稀土_详细介绍.md`\n3. `子行业/锂钴镍_详细介绍.md`\n4. `子行业/钼_详细介绍.md`\n5. `子行业/锗镓铟_详细介绍.md`\n\n审核要点：\n1. 5 篇均已先给清晰结论或观察状态，普通用户能理解该子行业应该怎么读。\n2. 5 篇均用正文解释产业链运行和利润传导，没有用变量模型、证明卡或内部表格替代解释。\n3. 公司进入深读入口的原因和核验边界较清楚，未把进入队列写成推荐或正式公司判断。\n4. `锗镓铟_详细介绍.md` 证据不足，但已诚实降级为 `DATA_GAP_REVIEW`，未强行编出利润传导。\n5. 风险词和内部统计词抽查无命中，未发现越界正式结论或交易表达。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇详细介绍可作为 DRAFT 继续使用。\n2. 后续公司页返修时仍需进一步落到公司业务占比、产量、成本、项目进度、官方来源和利润传导，不应只复用子行业层面的概念。\n3. 详细介绍后续如补入新增数据，仍需保持“数据是什么、证明什么、为什么能证明、对产业链/公司有什么含义”的解释链。\n\n是否允许继续：\n允许。可以继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131401441_ce1c4f11","event_type":"message.delivered","message_id":"msg_20260627131401366_d2158426","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627","correlation_id":"msg_20260627131401366_d2158426","causation_id":"evt_20260627131401404_009f036f","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:14:01+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627\n- correlation_id: msg_20260627130847743_cde11f88\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业详细介绍已满足本轮核心理念返修要求，可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `子行业/小金属_详细介绍.md`\n2. `子行业/稀土_详细介绍.md`\n3. `子行业/锂钴镍_详细介绍.md`\n4. `子行业/钼_详细介绍.md`\n5. `子行业/锗镓铟_详细介绍.md`\n\n审核要点：\n1. 5 篇均已先给清晰结论或观察状态，普通用户能理解该子行业应该怎么读。\n2. 5 篇均用正文解释产业链运行和利润传导，没有用变量模型、证明卡或内部表格替代解释。\n3. 公司进入深读入口的原因和核验边界较清楚，未把进入队列写成推荐或正式公司判断。\n4. `锗镓铟_详细介绍.md` 证据不足，但已诚实降级为 `DATA_GAP_REVIEW`，未强行编出利润传导。\n5. 风险词和内部统计词抽查无命中，未发现越界正式结论或交易表达。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇详细介绍可作为 DRAFT 继续使用。\n2. 后续公司页返修时仍需进一步落到公司业务占比、产量、成本、项目进度、官方来源和利润传导，不应只复用子行业层面的概念。\n3. 详细介绍后续如补入新增数据，仍需保持“数据是什么、证明什么、为什么能证明、对产业链/公司有什么含义”的解释链。\n\n是否允许继续：\n允许。可以继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627131636157_38f72020","event_type":"message.created","message_id":"msg_20260627131636157_c746ad9a","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627131636157_c746ad9a","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:16:36+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627131305639_670a5ee4\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 4 个稀土公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 4 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/中国稀土.md`\n2. `公司/北方稀土.md`\n3. `公司/盛和资源.md`\n4. `公司/金力永磁.md`\n\n审核要点：\n1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“公司相关暴露/待字段化核验”。\n2. 中国稀土、北方稀土、盛和资源按资源/分离/复合业务逻辑解释；金力永磁按磁材端逻辑解释，资源端和材料端未混同。\n3. 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导，并列出官方资料缺口。\n4. 未发现用证据卡模板语言替代正文解释；未发现正式公司结论、买卖建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 盛和资源页的边界段落相对简短，后续如进入正式输出前，应补充“不得作为正式公司结论、交易建议、目标价或收益承诺”的明示边界。\n2. 后续公司页仍应继续落到业务占比、产能、成本、客户、订单、官方来源和利润传导，不应只复用子行业概念。\n3. 本轮通过不代表全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部核心阅读文档质量已闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131636194_20504b74","event_type":"message.routed","message_id":"msg_20260627131636157_c746ad9a","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627131636157_c746ad9a","causation_id":"evt_20260627131636157_38f72020","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:16:36+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627131305639_670a5ee4\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 4 个稀土公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 4 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/中国稀土.md`\n2. `公司/北方稀土.md`\n3. `公司/盛和资源.md`\n4. `公司/金力永磁.md`\n\n审核要点：\n1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“公司相关暴露/待字段化核验”。\n2. 中国稀土、北方稀土、盛和资源按资源/分离/复合业务逻辑解释；金力永磁按磁材端逻辑解释，资源端和材料端未混同。\n3. 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导，并列出官方资料缺口。\n4. 未发现用证据卡模板语言替代正文解释；未发现正式公司结论、买卖建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 盛和资源页的边界段落相对简短，后续如进入正式输出前，应补充“不得作为正式公司结论、交易建议、目标价或收益承诺”的明示边界。\n2. 后续公司页仍应继续落到业务占比、产能、成本、客户、订单、官方来源和利润传导，不应只复用子行业概念。\n3. 本轮通过不代表全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部核心阅读文档质量已闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627131636231_ab788909","event_type":"message.delivered","message_id":"msg_20260627131636157_c746ad9a","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627131636157_c746ad9a","causation_id":"evt_20260627131636194_20504b74","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:16:36+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627131305639_670a5ee4\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 4 个稀土公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 4 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/中国稀土.md`\n2. `公司/北方稀土.md`\n3. `公司/盛和资源.md`\n4. `公司/金力永磁.md`\n\n审核要点：\n1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“公司相关暴露/待字段化核验”。\n2. 中国稀土、北方稀土、盛和资源按资源/分离/复合业务逻辑解释；金力永磁按磁材端逻辑解释，资源端和材料端未混同。\n3. 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导，并列出官方资料缺口。\n4. 未发现用证据卡模板语言替代正文解释；未发现正式公司结论、买卖建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 盛和资源页的边界段落相对简短，后续如进入正式输出前，应补充“不得作为正式公司结论、交易建议、目标价或收益承诺”的明示边界。\n2. 后续公司页仍应继续落到业务占比、产能、成本、客户、订单、官方来源和利润传导，不应只复用子行业概念。\n3. 本轮通过不代表全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部核心阅读文档质量已闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627132055715_d18de171","event_type":"message.created","message_id":"msg_20260627132055715_2914ca79","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132055715_2914ca79","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:20:55+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第八批能源金属公司页第一批核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赣锋锂业.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天齐锂业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中矿资源.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华友钴业.md`\n5. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第八批核心理念返修：能源金属公司页第一批`\n\n本轮目标：\n1. 检查 4 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释到公司观察含义。\n3. 检查是否保留 DRAFT、官方资料、业务占比、产能/资源、成本、客户/订单和数值一致性核验边界。\n4. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 4 个能源金属公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`卖出`、`目标价`、`交易建议`、`正式公司结论` 均处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132055753_a2ee45e3","event_type":"message.routed","message_id":"msg_20260627132055715_2914ca79","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132055715_2914ca79","causation_id":"evt_20260627132055715_d18de171","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:20:55+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第八批能源金属公司页第一批核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赣锋锂业.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天齐锂业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中矿资源.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华友钴业.md`\n5. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第八批核心理念返修：能源金属公司页第一批`\n\n本轮目标：\n1. 检查 4 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释到公司观察含义。\n3. 检查是否保留 DRAFT、官方资料、业务占比、产能/资源、成本、客户/订单和数值一致性核验边界。\n4. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 4 个能源金属公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`卖出`、`目标价`、`交易建议`、`正式公司结论` 均处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132055790_0b24c247","event_type":"message.delivered","message_id":"msg_20260627132055715_2914ca79","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132055715_2914ca79","causation_id":"evt_20260627132055753_a2ee45e3","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:20:55+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第八批能源金属公司页第一批核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赣锋锂业.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天齐锂业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中矿资源.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华友钴业.md`\n5. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第八批核心理念返修：能源金属公司页第一批`\n\n本轮目标：\n1. 检查 4 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释到公司观察含义。\n3. 检查是否保留 DRAFT、官方资料、业务占比、产能/资源、成本、客户/订单和数值一致性核验边界。\n4. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 4 个能源金属公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`卖出`、`目标价`、`交易建议`、`正式公司结论` 均处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627132324808_f7eb4225","event_type":"message.created","message_id":"msg_20260627132324808_29522844","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132324808_29522844","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:23:24+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132055715_2914ca79\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 4 个能源金属公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 4 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/赣锋锂业.md`\n2. `公司/天齐锂业.md`\n3. `公司/中矿资源.md`\n4. `公司/华友钴业.md`\n\n审核要点：\n1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。\n2. 4 篇均把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释为公司观察变量，没有只堆价格。\n3. 公司类型区分清楚：赣锋锂业、天齐锂业偏锂资源和锂盐；中矿资源偏项目型资源公司；华友钴业偏钴镍资源、中间品和材料复合公司。\n4. 4 篇均保留 DRAFT、官方资料、业务占比、产能/资源、成本、客户/订单和数值一致性核验边界。\n5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 4 个能源金属公司页可作为 DRAFT 继续使用。\n2. 后续如进入正式输出前，仍需补公司官方源、业务占比、产能/资源、成本、客户/订单和数值一致性核验；当前不能作为正式公司证据卡。\n3. 后续公司页仍应保持“公司为什么进队列 -> 关键变量如何传导 -> 什么情况下失效 -> 还缺哪些官方资料”的写法。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132324846_4d9446d3","event_type":"message.routed","message_id":"msg_20260627132324808_29522844","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132324808_29522844","causation_id":"evt_20260627132324808_f7eb4225","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:23:24+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132055715_2914ca79\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 4 个能源金属公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 4 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/赣锋锂业.md`\n2. `公司/天齐锂业.md`\n3. `公司/中矿资源.md`\n4. `公司/华友钴业.md`\n\n审核要点：\n1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。\n2. 4 篇均把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释为公司观察变量，没有只堆价格。\n3. 公司类型区分清楚：赣锋锂业、天齐锂业偏锂资源和锂盐；中矿资源偏项目型资源公司；华友钴业偏钴镍资源、中间品和材料复合公司。\n4. 4 篇均保留 DRAFT、官方资料、业务占比、产能/资源、成本、客户/订单和数值一致性核验边界。\n5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 4 个能源金属公司页可作为 DRAFT 继续使用。\n2. 后续如进入正式输出前，仍需补公司官方源、业务占比、产能/资源、成本、客户/订单和数值一致性核验；当前不能作为正式公司证据卡。\n3. 后续公司页仍应保持“公司为什么进队列 -> 关键变量如何传导 -> 什么情况下失效 -> 还缺哪些官方资料”的写法。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132324883_6b2a6855","event_type":"message.delivered","message_id":"msg_20260627132324808_29522844","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132324808_29522844","causation_id":"evt_20260627132324846_4d9446d3","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:23:24+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132055715_2914ca79\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 4 个能源金属公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 4 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/赣锋锂业.md`\n2. `公司/天齐锂业.md`\n3. `公司/中矿资源.md`\n4. `公司/华友钴业.md`\n\n审核要点：\n1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。\n2. 4 篇均把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释为公司观察变量，没有只堆价格。\n3. 公司类型区分清楚：赣锋锂业、天齐锂业偏锂资源和锂盐；中矿资源偏项目型资源公司；华友钴业偏钴镍资源、中间品和材料复合公司。\n4. 4 篇均保留 DRAFT、官方资料、业务占比、产能/资源、成本、客户/订单和数值一致性核验边界。\n5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 4 个能源金属公司页可作为 DRAFT 继续使用。\n2. 后续如进入正式输出前，仍需补公司官方源、业务占比、产能/资源、成本、客户/订单和数值一致性核验；当前不能作为正式公司证据卡。\n3. 后续公司页仍应保持“公司为什么进队列 -> 关键变量如何传导 -> 什么情况下失效 -> 还缺哪些官方资料”的写法。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627132548841_a7670280","event_type":"message.created","message_id":"msg_20260627132548841_d1d20dbb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132548841_d1d20dbb","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:25:48+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第九批钼和黄金公司页第一批核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/洛阳钼业.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金钼股份.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/山东黄金.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中金黄金.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赤峰黄金.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第九批核心理念返修：钼和黄金公司页第一批`\n\n本轮目标：\n1. 检查 5 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释到公司观察含义。\n3. 检查是否避免从品种价格直接跳到公司结论。\n4. 检查是否保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。\n5. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 5 个钼和黄金公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`卖出`、`目标价`、`交易建议`、`正式公司结论` 均处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132548880_dc7beaac","event_type":"message.routed","message_id":"msg_20260627132548841_d1d20dbb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132548841_d1d20dbb","causation_id":"evt_20260627132548841_a7670280","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:25:48+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第九批钼和黄金公司页第一批核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/洛阳钼业.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金钼股份.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/山东黄金.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中金黄金.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赤峰黄金.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第九批核心理念返修：钼和黄金公司页第一批`\n\n本轮目标：\n1. 检查 5 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释到公司观察含义。\n3. 检查是否避免从品种价格直接跳到公司结论。\n4. 检查是否保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。\n5. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 5 个钼和黄金公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`卖出`、`目标价`、`交易建议`、`正式公司结论` 均处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132548919_fd2bdd26","event_type":"message.delivered","message_id":"msg_20260627132548841_d1d20dbb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132548841_d1d20dbb","causation_id":"evt_20260627132548880_dc7beaac","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:25:48+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第九批钼和黄金公司页第一批核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/洛阳钼业.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金钼股份.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/山东黄金.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中金黄金.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赤峰黄金.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第九批核心理念返修：钼和黄金公司页第一批`\n\n本轮目标：\n1. 检查 5 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释到公司观察含义。\n3. 检查是否避免从品种价格直接跳到公司结论。\n4. 检查是否保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。\n5. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 5 个钼和黄金公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`卖出`、`目标价`、`交易建议`、`正式公司结论` 均处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132549199_132371ae","event_type":"managed_session.dispatch.started","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T13:25:49+08:00","status":"running","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627132548841_d1d20dbb","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","lease_id":"lease_20260627132549198_1bbc7b28","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627132549242_76df191e","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-27T13:25:49+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260627132548841_d1d20dbb","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","transport":"codex_app_server_remote_tui","thread_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","turn_id":"019f078a-9039-7a93-b8e9-de11a57ff30e","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260627132804573_52d3532f","event_type":"message.created","message_id":"msg_20260627132804573_a4996bda","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132804573_a4996bda","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:28:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第十批铝补充公司页核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十批核心理念返修：铝补充公司页`\n\n本轮目标：\n1. 检查 2 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把铝价、氧化铝成本、电力成本、产能或加工结构解释到公司观察含义。\n3. 检查是否避免从铝价直接跳到公司结论。\n4. 检查是否保留 DRAFT、官方资料、产能、成本、业务占比和数值一致性核验边界。\n5. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 2 个铝补充公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`目标价`、`正式公司结论` 只处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132804610_314bac58","event_type":"message.routed","message_id":"msg_20260627132804573_a4996bda","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132804573_a4996bda","causation_id":"evt_20260627132804573_52d3532f","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:28:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第十批铝补充公司页核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十批核心理念返修：铝补充公司页`\n\n本轮目标：\n1. 检查 2 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把铝价、氧化铝成本、电力成本、产能或加工结构解释到公司观察含义。\n3. 检查是否避免从铝价直接跳到公司结论。\n4. 检查是否保留 DRAFT、官方资料、产能、成本、业务占比和数值一致性核验边界。\n5. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 2 个铝补充公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`目标价`、`正式公司结论` 只处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132804648_24488da6","event_type":"message.delivered","message_id":"msg_20260627132804573_a4996bda","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132804573_a4996bda","causation_id":"evt_20260627132804610_314bac58","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:28:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第十批铝补充公司页核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十批核心理念返修：铝补充公司页`\n\n本轮目标：\n1. 检查 2 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把铝价、氧化铝成本、电力成本、产能或加工结构解释到公司观察含义。\n3. 检查是否避免从铝价直接跳到公司结论。\n4. 检查是否保留 DRAFT、官方资料、产能、成本、业务占比和数值一致性核验边界。\n5. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 2 个铝补充公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`目标价`、`正式公司结论` 只处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627132839622_84b27cda","event_type":"message.created","message_id":"msg_20260627132839622_746a8e8e","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132839622_746a8e8e","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:28:39+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132548841_d1d20dbb\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 5 个钼和黄金公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 5 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/洛阳钼业.md`\n2. `公司/金钼股份.md`\n3. `公司/山东黄金.md`\n4. `公司/中金黄金.md`\n5. `公司/赤峰黄金.md`\n\n审核要点：\n1. 5 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。\n2. 5 篇均把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释为公司观察变量，没有从品种价格直接跳到公司结论。\n3. 洛阳钼业的多金属业务拆分、金钼股份的产品结构、三家黄金公司的产量/成本/资源增量逻辑均能让用户理解公司为什么可能或不可能受益。\n4. 5 篇均保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。\n5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 个钼和黄金公司页可作为 DRAFT 继续使用。\n2. 后续如进入正式输出前，仍需补公司官方源、资源/产量、成本、业务占比、项目进度和数值一致性核验；当前不能作为正式公司证据卡。\n3. 后续公司页仍应避免“价格上涨 -> 公司受益”的跳跃式表达，继续保留中间变量和失效条件。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132839659_51354a69","event_type":"message.routed","message_id":"msg_20260627132839622_746a8e8e","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132839622_746a8e8e","causation_id":"evt_20260627132839622_84b27cda","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:28:39+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132548841_d1d20dbb\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 5 个钼和黄金公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 5 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/洛阳钼业.md`\n2. `公司/金钼股份.md`\n3. `公司/山东黄金.md`\n4. `公司/中金黄金.md`\n5. `公司/赤峰黄金.md`\n\n审核要点：\n1. 5 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。\n2. 5 篇均把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释为公司观察变量，没有从品种价格直接跳到公司结论。\n3. 洛阳钼业的多金属业务拆分、金钼股份的产品结构、三家黄金公司的产量/成本/资源增量逻辑均能让用户理解公司为什么可能或不可能受益。\n4. 5 篇均保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。\n5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 个钼和黄金公司页可作为 DRAFT 继续使用。\n2. 后续如进入正式输出前，仍需补公司官方源、资源/产量、成本、业务占比、项目进度和数值一致性核验；当前不能作为正式公司证据卡。\n3. 后续公司页仍应避免“价格上涨 -> 公司受益”的跳跃式表达，继续保留中间变量和失效条件。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627132839695_3355274e","event_type":"message.delivered","message_id":"msg_20260627132839622_746a8e8e","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132839622_746a8e8e","causation_id":"evt_20260627132839659_51354a69","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:28:39+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132548841_d1d20dbb\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 5 个钼和黄金公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 5 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/洛阳钼业.md`\n2. `公司/金钼股份.md`\n3. `公司/山东黄金.md`\n4. `公司/中金黄金.md`\n5. `公司/赤峰黄金.md`\n\n审核要点：\n1. 5 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。\n2. 5 篇均把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释为公司观察变量，没有从品种价格直接跳到公司结论。\n3. 洛阳钼业的多金属业务拆分、金钼股份的产品结构、三家黄金公司的产量/成本/资源增量逻辑均能让用户理解公司为什么可能或不可能受益。\n4. 5 篇均保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。\n5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 个钼和黄金公司页可作为 DRAFT 继续使用。\n2. 后续如进入正式输出前，仍需补公司官方源、资源/产量、成本、业务占比、项目进度和数值一致性核验；当前不能作为正式公司证据卡。\n3. 后续公司页仍应避免“价格上涨 -> 公司受益”的跳跃式表达，继续保留中间变量和失效条件。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627132948434_f1066194","event_type":"message.created","message_id":"msg_20260627132948434_81625a22","message_type":"followup","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132948434_81625a22","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:29:48+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- related_message: msg_20260627132804573_a4996bda\n\n第十批铝补充公司页送审消息已在审核员 inbox，因前序第九批等待 ack 曾排队。前序第九批已收到并 ack，请审核员继续处理该第十批消息即可；本条不新增送审范围，不重复创建审查对象。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627133213055_80e9a02c","event_type":"message.created","message_id":"msg_20260627133213055_ebe62867","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627133213055_ebe62867","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:32:13+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132804573_a4996bda\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001\n\n审核结论：通过。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`\n\n通过依据：\n1. 两篇公司页均先说明公司为什么进入深读入口，没有停留在模板化“铝相关公司”或内部资料卡表达。\n2. 两篇均把铝价、氧化铝成本、电力成本、产能或加工结构解释为公司观察变量，没有从铝价直接跳到公司结论。\n3. `神火股份.md` 的主线落在成本曲线和煤电铝一体化，说明铝价、氧化铝成本、电力成本和一体化口径如何共同影响吨铝利润。\n4. `天山铝业.md` 的主线落在电解铝产能、成本位置和铝加工结构，说明加工端可以缓冲价格波动但需要订单、客户和加工费率继续核验。\n5. 两篇均保留 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 边界，并列明官方资料、产能、成本、业务占比、客户/订单或数值一致性核验缺口。\n6. 抽查未发现用事实句数量、提及频次、mention_count、覆盖度等内部统计证明正文判断；风险词仅出现在限制或边界语境。\n\n阻断问题：无。\n\n非阻断提醒：\n1. 本次通过只覆盖这 2 个铝补充公司页，不关闭整体核心文档可读性问题。\n2. 正式公司结论或对外交付前，仍需补官方来源、产能/产量、成本、电力或氧化铝口径、业务占比、客户/订单和数值一致性核验。\n3. 后续铝链条公司页应继续保留“价格 - 成本 - 产能/加工结构 - 公司利润”的中间变量，不得退回到品种价格直接推公司结论。\n\n允许后续动作：\n允许这 2 个文档作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，并允许按同一人读质量标准继续下一小批核心文档返修。不得据此宣称全部 57 个核心阅读文档质量已闭环。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627133213093_ca7c639c","event_type":"message.routed","message_id":"msg_20260627133213055_ebe62867","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627133213055_ebe62867","causation_id":"evt_20260627133213055_80e9a02c","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:32:13+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132804573_a4996bda\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001\n\n审核结论：通过。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`\n\n通过依据：\n1. 两篇公司页均先说明公司为什么进入深读入口，没有停留在模板化“铝相关公司”或内部资料卡表达。\n2. 两篇均把铝价、氧化铝成本、电力成本、产能或加工结构解释为公司观察变量，没有从铝价直接跳到公司结论。\n3. `神火股份.md` 的主线落在成本曲线和煤电铝一体化，说明铝价、氧化铝成本、电力成本和一体化口径如何共同影响吨铝利润。\n4. `天山铝业.md` 的主线落在电解铝产能、成本位置和铝加工结构，说明加工端可以缓冲价格波动但需要订单、客户和加工费率继续核验。\n5. 两篇均保留 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 边界，并列明官方资料、产能、成本、业务占比、客户/订单或数值一致性核验缺口。\n6. 抽查未发现用事实句数量、提及频次、mention_count、覆盖度等内部统计证明正文判断；风险词仅出现在限制或边界语境。\n\n阻断问题：无。\n\n非阻断提醒：\n1. 本次通过只覆盖这 2 个铝补充公司页，不关闭整体核心文档可读性问题。\n2. 正式公司结论或对外交付前，仍需补官方来源、产能/产量、成本、电力或氧化铝口径、业务占比、客户/订单和数值一致性核验。\n3. 后续铝链条公司页应继续保留“价格 - 成本 - 产能/加工结构 - 公司利润”的中间变量，不得退回到品种价格直接推公司结论。\n\n允许后续动作：\n允许这 2 个文档作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，并允许按同一人读质量标准继续下一小批核心文档返修。不得据此宣称全部 57 个核心阅读文档质量已闭环。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627133213132_64a09cb9","event_type":"message.delivered","message_id":"msg_20260627133213055_ebe62867","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627133213055_ebe62867","causation_id":"evt_20260627133213093_ca7c639c","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:32:13+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132804573_a4996bda\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001\n\n审核结论：通过。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`\n\n通过依据：\n1. 两篇公司页均先说明公司为什么进入深读入口，没有停留在模板化“铝相关公司”或内部资料卡表达。\n2. 两篇均把铝价、氧化铝成本、电力成本、产能或加工结构解释为公司观察变量，没有从铝价直接跳到公司结论。\n3. `神火股份.md` 的主线落在成本曲线和煤电铝一体化，说明铝价、氧化铝成本、电力成本和一体化口径如何共同影响吨铝利润。\n4. `天山铝业.md` 的主线落在电解铝产能、成本位置和铝加工结构，说明加工端可以缓冲价格波动但需要订单、客户和加工费率继续核验。\n5. 两篇均保留 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 边界，并列明官方资料、产能、成本、业务占比、客户/订单或数值一致性核验缺口。\n6. 抽查未发现用事实句数量、提及频次、mention_count、覆盖度等内部统计证明正文判断；风险词仅出现在限制或边界语境。\n\n阻断问题：无。\n\n非阻断提醒：\n1. 本次通过只覆盖这 2 个铝补充公司页，不关闭整体核心文档可读性问题。\n2. 正式公司结论或对外交付前，仍需补官方来源、产能/产量、成本、电力或氧化铝口径、业务占比、客户/订单和数值一致性核验。\n3. 后续铝链条公司页应继续保留“价格 - 成本 - 产能/加工结构 - 公司利润”的中间变量，不得退回到品种价格直接推公司结论。\n\n允许后续动作：\n允许这 2 个文档作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，并允许按同一人读质量标准继续下一小批核心文档返修。不得据此宣称全部 57 个核心阅读文档质量已闭环。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627133812492_3eefd7d2","event_type":"message.created","message_id":"msg_20260627133812492_35f50a32","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-20260627","correlation_id":"msg_20260627133812492_35f50a32","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:38:12+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001\n- related_run_2: RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第十一批铜总览和第十二批遗留内部语言清理。\n\n复审范围 A：铜总览\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_总览.md`\n\n复审范围 B：遗留内部语言清理\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`\n8. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`\n9. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n10. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`\n2. `ana-doc/有色案例/案例分析设计.md`：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`\n3. `ana-doc/有色案例/案例执行日志.md`：`RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`\n4. `ana-doc/有色案例/案例执行日志.md`：`RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`\n5. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`：第十一批、第十二批入口\n\n本轮目标：\n1. 检查 `铜_总览.md` 是否解释“优先跟踪主线”不等于买入排序，并说明铜价、库存、TC/RC、资源端和公司分层分别回答什么问题。\n2. 检查遗留清理范围是否去掉 mention_count、被提及次数、公司提及、证据卡、待字段化核验、证明卡等内部工作语言作为正文证明方式。\n3. 检查正文是否仍保持结论先行、逐步解释、含义落地和 DRAFT 边界。\n4. 检查是否未输出正式行业结论、正式公司结论、交易建议、目标价或收益承诺。\n\n边界：\n本轮不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 对用户核心正文目录执行内部语言扫描：`提及频次|被提及约|mention_count|事实句覆盖|事实句数量|公司提及 |证据卡显示|覆盖度|变量模型|证明卡|公司相关暴露|待字段化核验`，无命中。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627133812532_e3f37b7d","event_type":"message.routed","message_id":"msg_20260627133812492_35f50a32","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-20260627","correlation_id":"msg_20260627133812492_35f50a32","causation_id":"evt_20260627133812492_3eefd7d2","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:38:12+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001\n- related_run_2: RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第十一批铜总览和第十二批遗留内部语言清理。\n\n复审范围 A：铜总览\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_总览.md`\n\n复审范围 B：遗留内部语言清理\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`\n8. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`\n9. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n10. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`\n2. `ana-doc/有色案例/案例分析设计.md`：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`\n3. `ana-doc/有色案例/案例执行日志.md`：`RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`\n4. `ana-doc/有色案例/案例执行日志.md`：`RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`\n5. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`：第十一批、第十二批入口\n\n本轮目标：\n1. 检查 `铜_总览.md` 是否解释“优先跟踪主线”不等于买入排序，并说明铜价、库存、TC/RC、资源端和公司分层分别回答什么问题。\n2. 检查遗留清理范围是否去掉 mention_count、被提及次数、公司提及、证据卡、待字段化核验、证明卡等内部工作语言作为正文证明方式。\n3. 检查正文是否仍保持结论先行、逐步解释、含义落地和 DRAFT 边界。\n4. 检查是否未输出正式行业结论、正式公司结论、交易建议、目标价或收益承诺。\n\n边界：\n本轮不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 对用户核心正文目录执行内部语言扫描：`提及频次|被提及约|mention_count|事实句覆盖|事实句数量|公司提及 |证据卡显示|覆盖度|变量模型|证明卡|公司相关暴露|待字段化核验`，无命中。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627133812570_69736d8a","event_type":"message.delivered","message_id":"msg_20260627133812492_35f50a32","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-20260627","correlation_id":"msg_20260627133812492_35f50a32","causation_id":"evt_20260627133812532_e3f37b7d","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:38:12+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001\n- related_run_2: RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第十一批铜总览和第十二批遗留内部语言清理。\n\n复审范围 A：铜总览\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_总览.md`\n\n复审范围 B：遗留内部语言清理\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`\n8. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`\n9. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`\n10. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`\n2. `ana-doc/有色案例/案例分析设计.md`：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`\n3. `ana-doc/有色案例/案例执行日志.md`：`RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`\n4. `ana-doc/有色案例/案例执行日志.md`：`RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`\n5. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`：第十一批、第十二批入口\n\n本轮目标：\n1. 检查 `铜_总览.md` 是否解释“优先跟踪主线”不等于买入排序，并说明铜价、库存、TC/RC、资源端和公司分层分别回答什么问题。\n2. 检查遗留清理范围是否去掉 mention_count、被提及次数、公司提及、证据卡、待字段化核验、证明卡等内部工作语言作为正文证明方式。\n3. 检查正文是否仍保持结论先行、逐步解释、含义落地和 DRAFT 边界。\n4. 检查是否未输出正式行业结论、正式公司结论、交易建议、目标价或收益承诺。\n\n边界：\n本轮不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 对用户核心正文目录执行内部语言扫描：`提及频次|被提及约|mention_count|事实句覆盖|事实句数量|公司提及 |证据卡显示|覆盖度|变量模型|证明卡|公司相关暴露|待字段化核验`，无命中。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627134525485_29e4330f","event_type":"message.created","message_id":"msg_20260627134525485_53aadfe8","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627134525485_53aadfe8","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:45:25+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n\n复审请求：遗留内部语言清理前次 P1 阻断点已按最小范围修复，请复审。\n\n本次只请求复审前次指出的四项问题是否解除，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。\n\n修复项：\n1. `公司/中国铝业.md`：已将“优先字段化核验”改为“优先补年报、公告、产能、成本和业务占比核验”。\n2. `公司/江西铜业.md`：已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”。\n3. `公司/铜陵有色.md`：已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”。\n4. `子行业/铜_详细介绍.md`：已将“公司提及不等于推荐或正式价值判断”改为“公司进入深读队列不等于推荐或正式价值判断”。\n5. `核心理念复查_遗留内部语言清理自检摘要.md`：已将边界修正为“本轮覆盖本摘要列明的 9 个文件”。\n\n已补记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-CLEANUP-FIX-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-RESIDUAL-CLEANUP-FIX-001`\n3. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检：\n- `Select-String` 检查前次问题词：未命中 `优先字段化核验`、`正式公司证据卡`、`公司提及不等于`、`本轮只覆盖这 4 个文件`。\n- `python -m mbx.cli validate --project project-info --governance`：OK，warnings=0。\n\n边界说明：\n收到前次复审消息前已经启动的轻量状态统一和表达替换不作为本次阻断项复审范围；本次重提只请求核查上述最小修复是否解除。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627134525563_8bcf9a19","event_type":"message.delivered","message_id":"msg_20260627134525485_53aadfe8","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627134525485_53aadfe8","causation_id":"evt_20260627134525525_629266e4","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:45:25+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n\n复审请求：遗留内部语言清理前次 P1 阻断点已按最小范围修复，请复审。\n\n本次只请求复审前次指出的四项问题是否解除，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。\n\n修复项：\n1. `公司/中国铝业.md`：已将“优先字段化核验”改为“优先补年报、公告、产能、成本和业务占比核验”。\n2. `公司/江西铜业.md`：已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”。\n3. `公司/铜陵有色.md`：已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”。\n4. `子行业/铜_详细介绍.md`：已将“公司提及不等于推荐或正式价值判断”改为“公司进入深读队列不等于推荐或正式价值判断”。\n5. `核心理念复查_遗留内部语言清理自检摘要.md`：已将边界修正为“本轮覆盖本摘要列明的 9 个文件”。\n\n已补记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-CLEANUP-FIX-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-RESIDUAL-CLEANUP-FIX-001`\n3. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检：\n- `Select-String` 检查前次问题词：未命中 `优先字段化核验`、`正式公司证据卡`、`公司提及不等于`、`本轮只覆盖这 4 个文件`。\n- `python -m mbx.cli validate --project project-info --governance`：OK，warnings=0。\n\n边界说明：\n收到前次复审消息前已经启动的轻量状态统一和表达替换不作为本次阻断项复审范围；本次重提只请求核查上述最小修复是否解除。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627134715676_047726b4","event_type":"message.created","message_id":"msg_20260627134715676_5fc1f658","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627134715676_5fc1f658","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:47:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627\n- correlation_id: msg_20260627134525485_53aadfe8\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复审前次审计指出的 4 个最小修复项是否解除，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。\n\n复核结果：\n1. `公司/中国铝业.md` 已将“优先字段化核验”改为“优先补年报、公告、产能、成本和业务占比核验”，通过。\n2. `公司/江西铜业.md` 已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”，通过。\n3. `公司/铜陵有色.md` 已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”，通过。\n4. `子行业/铜_详细介绍.md` 已将“公司提及不等于推荐或正式价值判断”改为“公司进入深读队列不等于推荐或正式价值判断”，通过。\n5. `核心理念复查_遗留内部语言清理自检摘要.md` 已将范围边界修正为“本轮覆盖本摘要列明的 9 个文件”，通过。\n\n旧问题词核查：\n已检索 `优先字段化核验`、`正式公司证据卡`、`公司提及不等于`、`本轮只覆盖这 4 个文件`，指定复审范围未见旧问题词残留。\n\n允许动作：\n允许第十二批遗留内部语言清理作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的已修复批次继续使用。后续可继续按小批次处理剩余核心文档，或对未处理文档保持明确降级/暂缓边界。\n\n边界：\n本次通过不代表全部核心文档可读性问题已完全闭环，不升级任何文档为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627134715716_3f232005","event_type":"message.routed","message_id":"msg_20260627134715676_5fc1f658","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627134715676_5fc1f658","causation_id":"evt_20260627134715676_047726b4","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:47:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627\n- correlation_id: msg_20260627134525485_53aadfe8\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复审前次审计指出的 4 个最小修复项是否解除，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。\n\n复核结果：\n1. `公司/中国铝业.md` 已将“优先字段化核验”改为“优先补年报、公告、产能、成本和业务占比核验”，通过。\n2. `公司/江西铜业.md` 已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”，通过。\n3. `公司/铜陵有色.md` 已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”，通过。\n4. `子行业/铜_详细介绍.md` 已将“公司提及不等于推荐或正式价值判断”改为“公司进入深读队列不等于推荐或正式价值判断”，通过。\n5. `核心理念复查_遗留内部语言清理自检摘要.md` 已将范围边界修正为“本轮覆盖本摘要列明的 9 个文件”，通过。\n\n旧问题词核查：\n已检索 `优先字段化核验`、`正式公司证据卡`、`公司提及不等于`、`本轮只覆盖这 4 个文件`，指定复审范围未见旧问题词残留。\n\n允许动作：\n允许第十二批遗留内部语言清理作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的已修复批次继续使用。后续可继续按小批次处理剩余核心文档，或对未处理文档保持明确降级/暂缓边界。\n\n边界：\n本次通过不代表全部核心文档可读性问题已完全闭环，不升级任何文档为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627134715755_928ee77b","event_type":"message.delivered","message_id":"msg_20260627134715676_5fc1f658","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627","correlation_id":"msg_20260627134715676_5fc1f658","causation_id":"evt_20260627134715716_3f232005","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:47:15+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627\n- correlation_id: msg_20260627134525485_53aadfe8\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复审前次审计指出的 4 个最小修复项是否解除，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。\n\n复核结果：\n1. `公司/中国铝业.md` 已将“优先字段化核验”改为“优先补年报、公告、产能、成本和业务占比核验”，通过。\n2. `公司/江西铜业.md` 已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”，通过。\n3. `公司/铜陵有色.md` 已将“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”，通过。\n4. `子行业/铜_详细介绍.md` 已将“公司提及不等于推荐或正式价值判断”改为“公司进入深读队列不等于推荐或正式价值判断”，通过。\n5. `核心理念复查_遗留内部语言清理自检摘要.md` 已将范围边界修正为“本轮覆盖本摘要列明的 9 个文件”，通过。\n\n旧问题词核查：\n已检索 `优先字段化核验`、`正式公司证据卡`、`公司提及不等于`、`本轮只覆盖这 4 个文件`，指定复审范围未见旧问题词残留。\n\n允许动作：\n允许第十二批遗留内部语言清理作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的已修复批次继续使用。后续可继续按小批次处理剩余核心文档，或对未处理文档保持明确降级/暂缓边界。\n\n边界：\n本次通过不代表全部核心文档可读性问题已完全闭环，不升级任何文档为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627135133074_6bccb0e8","event_type":"message.created","message_id":"msg_20260627135133074_50001348","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135133074_50001348","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:51:33+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n\n复审请求：核心阅读入口状态同步和核心阅读范围残留内部语言清理已完成，请复审。\n\n本轮处理范围：\n1. `核心阅读入口.md`：状态已由 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 两个总览、9 个子行业三件套和 27 个公司页：状态盘点显示 56 个正文均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态。\n3. 用户核心阅读范围内部语言扫描：未命中 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n本轮新增/更新记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001`\n3. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十三批核心理念返修：核心阅读入口状态同步`\n\n自检命令摘要：\n1. 核心阅读范围内部语言扫描：无命中。\n2. 核心阅读范围状态扫描：无非 `READABILITY_CONTENT_REPAIR` 命中。\n3. `python -m mbx.cli validate --project project-info --governance`：OK，warnings=0。\n\n边界：\n本次请求只覆盖 DRAFT 用户阅读入口和本轮核心理念/可读性返修状态收口；不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。正式输出仍需另行输出审核或执行审核。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627135133114_4c5f8d1f","event_type":"message.routed","message_id":"msg_20260627135133074_50001348","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135133074_50001348","causation_id":"evt_20260627135133074_6bccb0e8","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:51:33+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n\n复审请求：核心阅读入口状态同步和核心阅读范围残留内部语言清理已完成，请复审。\n\n本轮处理范围：\n1. `核心阅读入口.md`：状态已由 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 两个总览、9 个子行业三件套和 27 个公司页：状态盘点显示 56 个正文均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态。\n3. 用户核心阅读范围内部语言扫描：未命中 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n本轮新增/更新记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001`\n3. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十三批核心理念返修：核心阅读入口状态同步`\n\n自检命令摘要：\n1. 核心阅读范围内部语言扫描：无命中。\n2. 核心阅读范围状态扫描：无非 `READABILITY_CONTENT_REPAIR` 命中。\n3. `python -m mbx.cli validate --project project-info --governance`：OK，warnings=0。\n\n边界：\n本次请求只覆盖 DRAFT 用户阅读入口和本轮核心理念/可读性返修状态收口；不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。正式输出仍需另行输出审核或执行审核。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627135133154_30a493b3","event_type":"message.delivered","message_id":"msg_20260627135133074_50001348","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135133074_50001348","causation_id":"evt_20260627135133114_4c5f8d1f","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:51:33+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n\n复审请求：核心阅读入口状态同步和核心阅读范围残留内部语言清理已完成，请复审。\n\n本轮处理范围：\n1. `核心阅读入口.md`：状态已由 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 两个总览、9 个子行业三件套和 27 个公司页：状态盘点显示 56 个正文均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态。\n3. 用户核心阅读范围内部语言扫描：未命中 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n本轮新增/更新记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001`\n3. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十三批核心理念返修：核心阅读入口状态同步`\n\n自检命令摘要：\n1. 核心阅读范围内部语言扫描：无命中。\n2. 核心阅读范围状态扫描：无非 `READABILITY_CONTENT_REPAIR` 命中。\n3. `python -m mbx.cli validate --project project-info --governance`：OK，warnings=0。\n\n边界：\n本次请求只覆盖 DRAFT 用户阅读入口和本轮核心理念/可读性返修状态收口；不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。正式输出仍需另行输出审核或执行审核。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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{"schema_version":"1.0","event_id":"evt_20260627135413734_6cab5571","event_type":"message.created","message_id":"msg_20260627135413734_b784c654","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135413734_b784c654","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:54:13+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- correlation_id: msg_20260627135133074_50001348\n- related_audit: AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复审 DRAFT 用户阅读入口和本轮核心理念 / 可读性返修状态收口，不做正式输出审核，不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n\n复核结果：\n1. `核心阅读入口.md` 已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`，通过。\n2. 设计记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`、执行日志 `RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001` 和 result_index 第十三批入口均已落地，通过。\n3. 核心正文范围按两个总览、9 个子行业三件套、27 个公司页计数，共 56 个 Markdown 正文文件，通过。\n4. 56 个正文文件均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态；锗镓铟相关文件保留 `DATA_GAP_REVIEW`，通过。\n5. 对 56 个正文文件扫描 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，无命中，通过。\n6. 风险词抽查命中均为限制、否定或边界语境，未发现正式结论、交易建议、目标价或收益承诺。\n\n允许动作：\n允许 `核心阅读入口.md` 和 56 个核心正文文件作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读入口继续使用。\n\n边界：\n1. 本次通过不代表正式输出审核通过。\n2. 正式输出前仍需另行输出审核或执行审核。\n3. 正式输出前仍需保持数据日期、单位、原始表格行、官方来源和数值一致性核验要求。\n4. `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 是否关闭，应以后续整体收口或正式输出审核结论为准；本轮不单独关闭该问题。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627135413776_15923edb","event_type":"message.routed","message_id":"msg_20260627135413734_b784c654","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135413734_b784c654","causation_id":"evt_20260627135413734_6cab5571","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:54:13+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- correlation_id: msg_20260627135133074_50001348\n- related_audit: AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复审 DRAFT 用户阅读入口和本轮核心理念 / 可读性返修状态收口，不做正式输出审核，不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n\n复核结果：\n1. `核心阅读入口.md` 已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`，通过。\n2. 设计记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`、执行日志 `RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001` 和 result_index 第十三批入口均已落地，通过。\n3. 核心正文范围按两个总览、9 个子行业三件套、27 个公司页计数，共 56 个 Markdown 正文文件，通过。\n4. 56 个正文文件均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态；锗镓铟相关文件保留 `DATA_GAP_REVIEW`，通过。\n5. 对 56 个正文文件扫描 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，无命中，通过。\n6. 风险词抽查命中均为限制、否定或边界语境，未发现正式结论、交易建议、目标价或收益承诺。\n\n允许动作：\n允许 `核心阅读入口.md` 和 56 个核心正文文件作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读入口继续使用。\n\n边界：\n1. 本次通过不代表正式输出审核通过。\n2. 正式输出前仍需另行输出审核或执行审核。\n3. 正式输出前仍需保持数据日期、单位、原始表格行、官方来源和数值一致性核验要求。\n4. `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 是否关闭，应以后续整体收口或正式输出审核结论为准；本轮不单独关闭该问题。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
{"schema_version":"1.0","event_id":"evt_20260627135413818_9ff0d381","event_type":"message.delivered","message_id":"msg_20260627135413734_b784c654","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135413734_b784c654","causation_id":"evt_20260627135413776_15923edb","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:54:13+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- correlation_id: msg_20260627135133074_50001348\n- related_audit: AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复审 DRAFT 用户阅读入口和本轮核心理念 / 可读性返修状态收口，不做正式输出审核，不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n\n复核结果：\n1. `核心阅读入口.md` 已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`，通过。\n2. 设计记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`、执行日志 `RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001` 和 result_index 第十三批入口均已落地，通过。\n3. 核心正文范围按两个总览、9 个子行业三件套、27 个公司页计数，共 56 个 Markdown 正文文件，通过。\n4. 56 个正文文件均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态；锗镓铟相关文件保留 `DATA_GAP_REVIEW`，通过。\n5. 对 56 个正文文件扫描 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，无命中，通过。\n6. 风险词抽查命中均为限制、否定或边界语境，未发现正式结论、交易建议、目标价或收益承诺。\n\n允许动作：\n允许 `核心阅读入口.md` 和 56 个核心正文文件作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读入口继续使用。\n\n边界：\n1. 本次通过不代表正式输出审核通过。\n2. 正式输出前仍需另行输出审核或执行审核。\n3. 正式输出前仍需保持数据日期、单位、原始表格行、官方来源和数值一致性核验要求。\n4. `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 是否关闭，应以后续整体收口或正式输出审核结论为准；本轮不单独关闭该问题。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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