alphacouncil-agent 0.9.2 → 1.0.0

package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-adjudications/index.json

@@ -362,9 +362,9 @@
     "unsupported": 0,
     "unverifiable": 6
   },
-  "canonical_master_count": 26,
+  "canonical_master_count": 27,
   "human_reviewed_count": 0,
-  "index_hash": "sha256:c53d44e03e4d46ae87f53815670784515366b9e470d15eda283a17da3286bac1",
+  "index_hash": "sha256:9d052ce5a24c0cf4d50f9f7be8c3cdfad2bb31ebd62cbe1e150403d3b2806fd4",
   "method_attribution_approved_count": 0,
   "production_effect": "none",
   "proposition_adjudication_count": 29,

package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-extractions/index.json

@@ -291,9 +291,9 @@
     }
   ],
   "candidate_count": 32,
-  "canonical_master_count": 26,
+  "canonical_master_count": 27,
   "human_reviewed_count": 0,
-  "index_hash": "sha256:8d916ceda6c30bbcab86c5add14ef241fce640a7e2d5a4b0075cbe36aea1fec0",
+  "index_hash": "sha256:712b227059e659c9c0561556a4b5feb65633d255af4322c3a985b9d617217c25",
   "method_attribution_approved_count": 0,
   "production_effect": "none",
   "proposition_count": 29,

package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-semantic-skeptic-reviews/index.json

@@ -330,9 +330,9 @@
     "unsupported": 0,
     "unverifiable": 6
   },
-  "canonical_master_count": 26,
+  "canonical_master_count": 27,
   "human_reviewed_count": 0,
-  "index_hash": "sha256:7ee648dd8fb773bd7e6a5e5760a478bbbf23872d28e8e59b671ceb071933e8df",
+  "index_hash": "sha256:73328f1fd66725d70753d0fa7a5ce759d86c952ada2cb88182dc0d670692e5da",
   "method_attribution_approved_count": 0,
   "production_effect": "none",
   "proposition_review_count": 29,

package/knowledge/ai-assisted-solo/reviews/persona-v3-ai-source-prereviews/index.json

@@ -228,10 +228,10 @@
   ],
   "assurance_class": "machine_pre_review_only",
   "candidate_count": 32,
-  "canonical_master_count": 26,
+  "canonical_master_count": 27,
   "human_claim_count": 0,
   "human_reviewed_count": 0,
-  "index_hash": "sha256:dacfe0763c9f4d198c446ec8b40f33d59f1063556f79a6d888ed7332771c732e",
+  "index_hash": "sha256:3ce3085cb3ed7c4fdc1a99a7941558ff29c9248f70a833f2a9140b8a248dba67",
   "personas": [
     {
       "candidate_count": 1,
@@ -336,6 +336,10 @@
     {
       "candidate_count": 1,
       "persona_id": "master_sinclair"
+    },
+    {
+      "candidate_count": 0,
+      "persona_id": "master_bogle"
     }
   ],
   "production_effect": "none",

package/knowledge/solo-test/masters/master_ackman/decision_policy.json

@@ -2,7 +2,48 @@
   "abstention_policy": "fail_closed",
   "dsl_version": "1.1",
   "eligibility": {
-    "all": []
+    "all": [
+      {
+        "condition": {
+          "op": "exists",
+          "value": {
+            "fact_id": "financial.leverage"
+          }
+        },
+        "condition_id": "master_ackman.capital_structure_resolvable",
+        "on_false": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_passive_only"
+        },
+        "on_uncomputable": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_passive_only"
+        },
+        "source_ids": [
+          "proxy:16fb57696593fc4dc"
+        ]
+      },
+      {
+        "condition": {
+          "op": "exists",
+          "value": {
+            "fact_id": "capital_allocation.share_count_change_5y"
+          }
+        },
+        "condition_id": "master_ackman.capital_allocation_history_available",
+        "on_false": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_passive_only"
+        },
+        "on_uncomputable": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_passive_only"
+        },
+        "source_ids": [
+          "proxy:16fb57696593fc4dc"
+        ]
+      }
+    ]
   },
   "fact_gate": {
     "on_missing_critical": {
@@ -10,21 +51,74 @@
       "native_state": "provisional_passive_only"
     }
   },
-  "hard_vetoes": [],
+  "hard_vetoes": [
+    {
+      "condition": {
+        "left": {
+          "fact_id": "financial.owner_earnings"
+        },
+        "op": "lte",
+        "right": {
+          "literal": 0
+        }
+      },
+      "on_trigger": {
+        "common_stance": "opposed",
+        "native_state": "provisional_infeasible"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_passive_only"
+        }
+      },
+      "source_ids": [
+        "proxy:16fb57696593fc4dc"
+      ],
+      "veto_id": "master_ackman.no_standalone_downside"
+    },
+    {
+      "condition": {
+        "left": {
+          "fact_id": "financial.leverage"
+        },
+        "op": "gt",
+        "right": {
+          "literal": 3
+        }
+      },
+      "on_trigger": {
+        "common_stance": "opposed",
+        "native_state": "provisional_infeasible"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_passive_only"
+        }
+      },
+      "source_ids": [
+        "proxy:16fb57696593fc4dc"
+      ],
+      "veto_id": "master_ackman.balance_sheet_cannot_finance_change"
+    }
+  ],
   "native_decision_schema": "engagement_feasibility_v1",
   "native_output_fields": [
     {
       "field": "metric_1",
       "on_missing": "fail",
       "value": {
-        "output_id": "governance.voting_control"
+        "output_id": "valuation.market_capitalisation.master_ackman"
       }
     },
     {
       "field": "metric_2",
       "on_missing": "fail",
       "value": {
-        "output_id": "valuation.standalone_value"
+        "output_id": "valuation.owner_earnings_yield.master_ackman"
       }
     }
   ],
@@ -52,14 +146,14 @@
     },
     {
       "decision": {
-        "common_stance": "cautious",
+        "common_stance": "constructive",
         "native_state": "provisional_engagement_candidate"
       },
       "min_ratio": 1
     }
   ],
   "scoring": {
-    "max_score": 2,
+    "max_score": 3,
     "min_coverage": 1,
     "on_insufficient_coverage": {
       "common_stance": "out_of_scope",
@@ -69,16 +163,33 @@
       {
         "condition": {
           "left": {
-            "output_id": "governance.voting_control"
+            "output_id": "valuation.owner_earnings_yield.master_ackman"
           },
           "op": "gt",
           "right": {
-            "literal": 0
+            "fact_id": "macro.long_bond_yield"
+          }
+        },
+        "coverage_weight": 1,
+        "points": 1,
+        "rule_id": "ackman_value_gap_over_the_long_bond",
+        "source_ids": [
+          "proxy:16fb57696593fc4dc"
+        ]
+      },
+      {
+        "condition": {
+          "left": {
+            "fact_id": "financial.leverage"
+          },
+          "op": "lt",
+          "right": {
+            "literal": 1
           }
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_1",
+        "rule_id": "ackman_balance_sheet_can_carry_the_change",
         "source_ids": [
           "proxy:16fb57696593fc4dc"
         ]
@@ -86,7 +197,7 @@
       {
         "condition": {
           "left": {
-            "output_id": "valuation.standalone_value"
+            "fact_id": "capital_allocation.share_count_change_5y"
           },
           "op": "gt",
           "right": {
@@ -95,7 +206,7 @@
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_2",
+        "rule_id": "ackman_capital_allocation_lever_exists",
         "source_ids": [
           "proxy:16fb57696593fc4dc"
         ]

package/knowledge/solo-test/masters/master_ackman/doctrine.jsonl

@@ -1,6 +1,6 @@
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Separate standalone value from improvement value, then test whether a legal, financeable and time-bounded actor can execute the change path.","rule_id":"proxy_rule_1","source_ids":["proxy:16fb57696593fc4dc"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Rebuild voting, board, regulatory, creditor and stakeholder constraints from public records.","rule_id":"proxy_rule_2","source_ids":["proxy:16fb57696593fc4dc"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Separate standalone value from costed and timed improvement levers.","rule_id":"proxy_rule_3","source_ids":["proxy:16fb57696593fc4dc"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The price of the whole company, which is what a value gap is measured against. Same construction and same output id as the Buffett, Graham, Cathie Wood and Aschenbrenner seats.","rule_id":"proxy_rule_2","source_ids":["proxy:16fb57696593fc4dc"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"What an owner earns on the purchase price of the business as it stands today, before any change. This is the standalone half of the standalone-versus-improvement split the method is built on; the improvement half has no facts and is not computed.","rule_id":"proxy_rule_3","source_ids":["proxy:16fb57696593fc4dc"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject engagement when the existing business lacks a defensible downside case.","rule_id":"proxy_rule_4","source_ids":["proxy:16fb57696593fc4dc"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject a catalyst that no identified actor has legal power to cause.","rule_id":"proxy_rule_5","source_ids":["proxy:16fb57696593fc4dc"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when implementation cost and time erase the reviewed value gap.","rule_id":"proxy_rule_6","source_ids":["proxy:16fb57696593fc4dc"]}

package/knowledge/solo-test/masters/master_ackman/manifest.json

@@ -16,15 +16,21 @@
     ],
     "native_decision_schema": "engagement_feasibility_v1",
     "optional_fact_types": [
+      "financial.leverage",
+      "capital_allocation.share_count_change_5y",
+      "macro.long_bond_yield",
+      "valuation.standalone_value",
       "valuation.improvement_value",
+      "governance.voting_control",
       "governance.board_rights",
       "catalyst.change_levers",
       "catalyst.implementation_cost",
       "catalyst.timeline"
     ],
     "required_fact_types": [
-      "governance.voting_control",
-      "valuation.standalone_value"
+      "market.price",
+      "capital_allocation.share_count",
+      "financial.owner_earnings"
     ]
   },
   "components": {
@@ -45,8 +51,8 @@
   "computation": {
     "dsl_version": "1.1",
     "pipeline": [
-      "master_ackman.power_map",
-      "master_ackman.change_value_bridge"
+      "master_ackman.market_capitalisation",
+      "master_ackman.owner_earnings_yield"
     ]
   },
   "decision": {
@@ -54,8 +60,9 @@
     "common_projection": "common_stance_v1",
     "confidence_calibrator": null,
     "eligibility": [
-      "governance.voting_control",
-      "valuation.standalone_value"
+      "market.price",
+      "capital_allocation.share_count",
+      "financial.owner_earnings"
     ],
     "hard_vetoes": [
       "master_ackman.no_standalone_downside",
@@ -78,11 +85,15 @@
     "maturity": "operator_lens",
     "operator_label": {
       "en": "Ackman Activist Lens Provisional Operator Lens",
+      "ja": "Ackman Activist Lens 暫定オペレーター・レンズ",
+      "ko": "Ackman Activist Lens 임시 오퍼레이터 렌즈",
       "zh": "阿克曼激进投资视角临时操作视角"
     },
     "persona_id": "master_ackman",
     "public_label": {
       "en": "Ackman Activist Lens Solo Test",
+      "ja": "Ackman Activist Lens 単独テスト",
+      "ko": "Ackman Activist Lens 단독 테스트",
       "zh": "阿克曼激进投资视角单人测试"
     },
     "source_cutoff": "2026-07-27"
@@ -93,7 +104,7 @@
     "leak_rule": "public_at <= as_of AND memory_created_at <= as_of",
     "postmortem_horizon_days": 90
   },
-  "pack_version": "0.9.2",
+  "pack_version": "0.9.4",
   "research": {
     "mandatory_disconfirming_queries": [
       "Reject engagement when the existing business lacks a defensible downside case.",
@@ -110,16 +121,22 @@
   "schema_version": 3,
   "selection": {
     "best_for": {
-      "en": "Testing deterministic behavior in activism, governance, capital_allocation, corporate_change",
-      "zh": "用于测试确定性行为：activism、governance、capital_allocation、corporate_change"
+      "en": "Shareholder activism, corporate governance, capital allocation, and corporate change.",
+      "ja": "株主アクティビズム、コーポレートガバナンス、資本配分、企業変革。",
+      "ko": "주주 행동주의, 기업 지배구조, 자본 배분, 기업 변화.",
+      "zh": "股东行动主义、公司治理、资本配置与企业变革。"
     },
     "identity": {
       "en": "Ackman Activist Lens; project-derived and not human reviewed",
+      "ja": "Ackman Activist Lens。プロジェクト派生で、方法帰属について人による審査を受けていない暫定オペレーター・レンズ。本人の発言や現在の見解ではない。",
+      "ko": "Ackman Activist Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
       "zh": "阿克曼激进投资视角；项目派生、未经人工审定"
     },
     "method": {
       "en": "Separate standalone value from improvement value, then test whether a legal, financeable and time-bounded actor can execute the change path.",
-      "zh": "Separate standalone value from improvement value, then test whether a legal, financeable and time-bounded actor can execute the change path."
+      "ja": "現状の単独価値と改善による付加価値を分けたうえで、法的に実行可能で、資金調達ができ、期限が明確な主体が、その変更計画を遂行できるか検証する。",
+      "ko": "현상 유지 기준의 독립 가치와 개선으로 생기는 추가 가치를 분리한 뒤, 법적으로 실행 가능하고 자금 조달이 가능하며 기한이 명확한 주체가 변화 계획을 수행할 수 있는지 검증한다.",
+      "zh": "寻找价值缺口、治理或资本配置改善抓手，以及可执行的催化剂路径。"
     }
   },
   "voice": {

package/knowledge/solo-test/masters/master_ackman/provisional-index.json

@@ -16,7 +16,7 @@
   ],
   "experiment_pass_count": 0,
   "formula_approval_binding_count": 0,
-  "formula_compilation_manifest_hash": "sha256:7265b10a67bd0437af02572176793ef0b8529e48437edc5a2e0b1b1b9fbe73d0",
+  "formula_compilation_manifest_hash": "sha256:fc8afd469d9cafccccc4221622ccde5061167c538ab6472eecaaf65efce5461b",
   "method_model_eligible": false,
   "native_states": [
     "provisional_passive_only",
@@ -26,8 +26,8 @@
   ],
   "persona_id": "master_ackman",
   "planned_tool_ids": [
-    "master_ackman.power_map",
-    "master_ackman.change_value_bridge"
+    "master_ackman.market_capitalisation",
+    "master_ackman.owner_earnings_yield"
   ],
   "production_eligible": false,
   "review_status": "not_human_reviewed",

package/knowledge/solo-test/masters/master_ackman/sources.jsonl

@@ -1 +1 @@
-{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:60726ec833df7e955bc060166a4d20094150b958fb16bd5efebde1b8edae0a00","grade":"E","known_at":"2026-07-27","locator":{"section":"master_ackman"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:16fb57696593fc4dc","source_kind":"derived_proxy","summary":"Project-authored provisional proxy used only to exercise the deterministic solo-test build; it is not source approval or method attribution.","supports":["solo_test_structure","deterministic_execution_only"],"title":"Provisional project-derived method hypothesis for master_ackman","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}
+{"adjudication":{"notes":"No human review, no named-method attribution, no production effect.","reviewer_ids":[],"status":"pending"},"author":"AlphaCouncil project build specification","content_hash":"sha256:286f97c6fb8e23b18b814ba97ef96f4244e428d0c48fde6a617dbaaa73de1faa","grade":"E","known_at":"2026-07-27","locator":{"section":"master_ackman"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:16fb57696593fc4dc","source_kind":"derived_proxy","summary":"Project-authored provisional proxy used only to exercise the deterministic solo-test build; it is not source approval or method attribution.","supports":["solo_test_structure","deterministic_execution_only"],"title":"Provisional project-derived method hypothesis for master_ackman","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}

package/knowledge/solo-test/masters/master_ackman/tools.json

@@ -1,11 +1,11 @@
 [
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:1c40f8ff2cfa041ffca300488b153a04db3215431c683b215f8c4bafe6429482",
-    "derivation_spec_hash": "sha256:cbc66704abe50660a149b649d09b7897a5db8dac9b9c3d279be97908ae5e0620",
-    "derivation_spec_id": "master_ackman.power_map.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:be45ecbd2a78bce27dd2feb7400935bb3f47d03a0a154964719c56a85e4ec0e4",
+    "derivation_spec_hash": "sha256:9298a31cf40d017dd49ee0e9c55ee7aef395a9503500c2e74952d2bc11e9ca7e",
+    "derivation_spec_id": "master_ackman.market_capitalisation.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_ackman.power_map",
+    "id": "master_ackman.market_capitalisation",
     "input_contracts": [
       {
         "on_missing": "fail",
@@ -14,45 +14,68 @@
           "basis": "instant",
           "window": null
         },
-        "unit": "derived_proxy_scalar",
-        "value_kind": "scalar"
+        "unit": "currency_units",
+        "value_kind": "monetary"
+      },
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "duration",
+          "window": "P1Y"
+        },
+        "unit": "shares",
+        "value_kind": "count"
       }
     ],
-    "input_schema_hash": "sha256:d6d5421f4728b2bf2e735974a54ecccb10b243a3b74f7a2bb66238cef114aed2",
+    "input_schema_hash": "sha256:e4054170fe73d3a7231d7c3d293b1aa684df40b082302cb33fefbe4229e48518",
     "inputs": [
       {
-        "fact_id": "governance.voting_control"
+        "fact_id": "market.price"
+      },
+      {
+        "fact_id": "capital_allocation.share_count"
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "governance.voting_control",
+    "operation": "multiply",
+    "output_id": "valuation.market_capitalisation.master_ackman",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:0d7a86f1c2399ef6c935d15b79aa2bfa1abefaa83dbea81f218c06256200258b",
+    "output_schema_hash": "sha256:2ec0bc21cd87228008a531f80b33352f0c113350c1ea7977b6f207d9209dd9c5",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:16fb57696593fc4dc"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "currency_units",
+    "value_kind": "monetary",
+    "version": "0.2.0"
   },
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:149e0f53f4a2834190696104b7172ff834fe2228817fa5681ef6e5b1641efd38",
-    "derivation_spec_hash": "sha256:5c14bdc63fe4980710f521bdcd091a3c9b40da37b67029fb191ed161480a0885",
-    "derivation_spec_id": "master_ackman.change_value_bridge.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:80968abbbfa03af12f2711821160902e684df17d31aac8166fdf4b1c264cb6b9",
+    "derivation_spec_hash": "sha256:233af4f87f220dd426da53b6946ff1b4470579d98fb2440289a8c42d7007277f",
+    "derivation_spec_id": "master_ackman.owner_earnings_yield.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_ackman.change_value_bridge",
+    "id": "master_ackman.owner_earnings_yield",
     "input_contracts": [
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "duration",
+          "window": "P1Y"
+        },
+        "unit": "currency_units",
+        "value_kind": "monetary"
+      },
       {
         "on_missing": "fail",
         "period": {
@@ -60,35 +83,38 @@
           "basis": "instant",
           "window": null
         },
-        "unit": "derived_proxy_scalar",
-        "value_kind": "scalar"
+        "unit": "currency_units",
+        "value_kind": "monetary"
       }
     ],
-    "input_schema_hash": "sha256:a6145cd3e1648def22c39da079f7324b23293116b851c6f32e54e84421dd3a8c",
+    "input_schema_hash": "sha256:9f99ae402409f36da36df30b911141dd23e5be38b2b8f76f3597d1a1e125e518",
     "inputs": [
       {
-        "fact_id": "valuation.standalone_value"
+        "fact_id": "financial.owner_earnings"
+      },
+      {
+        "output_id": "valuation.market_capitalisation.master_ackman"
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "valuation.standalone_value",
+    "operation": "divide",
+    "output_id": "valuation.owner_earnings_yield.master_ackman",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:32a524378b3639ca17788b585c900c96da5841c179dad80008c766a123bc4a8c",
+    "output_schema_hash": "sha256:20259b82092a96c0cdf3979904198a8a7bd9a147ccd83ea3df214d1ed6e40809",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:16fb57696593fc4dc"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "decimal",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   }
 ]