alphacouncil-agent 0.9.2 → 1.0.0

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

@@ -16,14 +16,18 @@
     ],
     "native_decision_schema": "cycle_risk_posture_v1",
     "optional_fact_types": [
+      "index.aggregate_pe_ttm",
+      "cycle.valuation_percentile",
       "cycle.credit_conditions",
       "cycle.investor_behavior",
+      "expectations.consensus",
       "valuation.implied_expectations",
       "risk.permanent_loss"
     ],
     "required_fact_types": [
-      "cycle.valuation_percentile",
-      "expectations.consensus"
+      "macro.credit_spread",
+      "index.aggregate_earnings_yield",
+      "macro.aaa_corporate_yield"
     ]
   },
   "components": {
@@ -44,8 +48,8 @@
   "computation": {
     "dsl_version": "1.1",
     "pipeline": [
-      "master_marks.cycle_temperature",
-      "master_marks.implied_expectations"
+      "master_marks.credit_cycle_position",
+      "master_marks.equity_over_corporate_debt"
     ]
   },
   "decision": {
@@ -53,8 +57,9 @@
     "common_projection": "common_stance_v1",
     "confidence_calibrator": null,
     "eligibility": [
-      "cycle.valuation_percentile",
-      "expectations.consensus"
+      "macro.credit_spread",
+      "index.aggregate_earnings_yield",
+      "macro.aaa_corporate_yield"
     ],
     "hard_vetoes": [
       "master_marks.euphoria",
@@ -77,11 +82,15 @@
     "maturity": "operator_lens",
     "operator_label": {
       "en": "Howard Marks Lens Provisional Operator Lens",
+      "ja": "Howard Marks Lens 暫定オペレーター・レンズ",
+      "ko": "Howard Marks Lens 임시 오퍼레이터 렌즈",
       "zh": "霍华德·马克斯视角临时操作视角"
     },
     "persona_id": "master_marks",
     "public_label": {
       "en": "Howard Marks Lens Solo Test",
+      "ja": "Howard Marks Lens 単独テスト",
+      "ko": "Howard Marks Lens 단독 테스트",
       "zh": "霍华德·马克斯视角单人测试"
     },
     "source_cutoff": "2026-07-27"
@@ -92,7 +101,7 @@
     "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": [
       "Block aggressive posture when reviewed credit and behavior evidence indicate euphoria.",
@@ -109,16 +118,22 @@
   "schema_version": 3,
   "selection": {
     "best_for": {
-      "en": "Testing deterministic behavior in credit_cycles, distressed_value, market_psychology, risk_posture",
-      "zh": "用于测试确定性行为：credit_cycles、distressed_value、market_psychology、risk_posture"
+      "en": "Credit cycles, distressed value, market psychology, and risk posture.",
+      "ja": "信用サイクル、ディストレスト・バリュー、市場心理、リスク姿勢。",
+      "ko": "신용 사이클, 부실 자산 가치, 시장 심리, 위험 태도.",
+      "zh": "信用周期、困境价值、市场心理与风险姿态。"
     },
     "identity": {
       "en": "Howard Marks Lens; project-derived and not human reviewed",
+      "ja": "Howard Marks 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": "Howard Marks Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
       "zh": "霍华德·马克斯视角；项目派生、未经人工审定"
     },
     "method": {
       "en": "Calibrate aggressiveness to cycle temperature, consensus, price-implied expectations, credit conditions and permanent-loss risk rather than point forecasting.",
-      "zh": "Calibrate aggressiveness to cycle temperature, consensus, price-implied expectations, credit conditions and permanent-loss risk rather than point forecasting."
+      "ja": "一点予測ではなく、サイクルの過熱度、市場コンセンサス、価格に織り込まれた期待、信用環境、永久損失リスクに合わせて投資姿勢の積極度を調整する。",
+      "ko": "단일 시점 예측 대신 사이클의 과열 정도, 시장 합의, 가격에 내재된 기대, 신용 여건, 영구 손실 위험에 맞춰 투자 자세의 공격성을 조절한다.",
+      "zh": "判断周期温度、市场共识、价格隐含预期和永久损失风险。"
     }
   },
   "voice": {

package/knowledge/solo-test/masters/master_marks/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_cycle_unknown",
@@ -26,8 +26,8 @@
   ],
   "persona_id": "master_marks",
   "planned_tool_ids": [
-    "master_marks.cycle_temperature",
-    "master_marks.implied_expectations"
+    "master_marks.credit_cycle_position",
+    "master_marks.equity_over_corporate_debt"
   ],
   "production_eligible": false,
   "review_status": "not_human_reviewed",

package/knowledge/solo-test/masters/master_marks/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:dbe48aacb0fe195df5ff90c933b69c1e8c13a7b9dc7e40de22e20e06726e0af4","grade":"E","known_at":"2026-07-27","locator":{"section":"master_marks"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:08cfa8347347faed7","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_marks","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":"sha256:26c59510de5656ea491bb72f59604cb46bb916c29bae0be15d7845f576213adc","grade":"E","known_at":"2026-07-27","locator":{"section":"master_marks"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:08cfa8347347faed7","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_marks","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}

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

@@ -1,12 +1,22 @@
 [
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:fc5731e8512ce0a16ba1c00ac9c3f718d5f1f4b70969f3e7d0665398880330a5",
-    "derivation_spec_hash": "sha256:669beef679dd4c9a0193096ac367849e8e7cfb66ceeede65f277a89b04625f81",
-    "derivation_spec_id": "master_marks.cycle_temperature.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:7fa3102a8ff54e44ea3cf29dd9e34d4ae08d830f050b71b732a76ced5f8daf29",
+    "derivation_spec_hash": "sha256:6a651ebcd2f6cd204cef99cab0e2ab363b5bcb1ea9b19447b4d562050856aa3f",
+    "derivation_spec_id": "master_marks.credit_cycle_position.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_marks.cycle_temperature",
+    "id": "master_marks.credit_cycle_position",
     "input_contracts": [
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "instant",
+          "window": null
+        },
+        "unit": "decimal",
+        "value_kind": "ratio"
+      },
       {
         "on_missing": "fail",
         "period": {
@@ -18,40 +28,43 @@
         "value_kind": "scalar"
       }
     ],
-    "input_schema_hash": "sha256:016aec2fd07c92dd7ed6f7d264498f565f9aef99338daa3075dc190d57ecd0e1",
+    "input_schema_hash": "sha256:a83a44211f3b8a86162f1061156588545de04a6ca5ec9d8cf3fb81f84725ec60",
     "inputs": [
       {
-        "fact_id": "cycle.valuation_percentile"
+        "fact_id": "macro.credit_spread"
+      },
+      {
+        "literal": 0.05
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "cycle.valuation_percentile",
+    "operation": "subtract",
+    "output_id": "macro.credit_spread_gap.master_marks",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:9a0bad8dd31ead6f8e5fef43c00eea682c6515fe3ac5f018d72a7c9d8baebd1e",
+    "output_schema_hash": "sha256:9ee3b94d5a29436bd49d3ca773e533eec15c60b21899cc71a3be49ba5d931555",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:08cfa8347347faed7"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "decimal",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   },
   {
     "assurance_class": "provisional_derived_proxy",
-    "derivation_evidence_hash": "sha256:f74dc4c22edda2e6998afc39dd9b009edd0d7291ed61f714015d609fabc6c767",
-    "derivation_spec_hash": "sha256:9c10a628bbb736683d6ed57868b9e36160d96855cf61d20ebc71f3c2c0823949",
-    "derivation_spec_id": "master_marks.implied_expectations.prototype_v1.derived_proxy_v1",
+    "derivation_evidence_hash": "sha256:284ce394de5332330d2c8e70b7e600b08496e027208c47ba7fcd3093442be7da",
+    "derivation_spec_hash": "sha256:d2b8904110e22abd95fd6221802e62b82b411d310acc5e167cbb17d8ac9ddb7b",
+    "derivation_spec_id": "master_marks.equity_over_corporate_debt.prototype_v1.derived_proxy_v1",
     "dsl_version": "1.1",
-    "id": "master_marks.implied_expectations",
+    "id": "master_marks.equity_over_corporate_debt",
     "input_contracts": [
       {
         "on_missing": "fail",
@@ -60,35 +73,48 @@
           "basis": "instant",
           "window": null
         },
-        "unit": "derived_proxy_scalar",
-        "value_kind": "scalar"
+        "unit": "decimal",
+        "value_kind": "ratio"
+      },
+      {
+        "on_missing": "fail",
+        "period": {
+          "alignment": "as_of",
+          "basis": "instant",
+          "window": null
+        },
+        "unit": "decimal",
+        "value_kind": "ratio"
       }
     ],
-    "input_schema_hash": "sha256:aad6ca170bc456ad5dc6afc3022831545b9371545383a6ac473364b15d62cc9d",
+    "input_schema_hash": "sha256:a6ef5f524282508a56f6dced355eac7e4d9267a236346d555f005383b544e519",
     "inputs": [
       {
-        "fact_id": "expectations.consensus"
+        "fact_id": "index.aggregate_earnings_yield"
+      },
+      {
+        "fact_id": "macro.aaa_corporate_yield"
       }
     ],
     "intended_use": "local_test_only",
-    "kind": "transform",
+    "kind": "recomputation",
     "on_missing": "fail",
-    "operation": "identity",
-    "output_id": "valuation.implied_expectations",
+    "operation": "subtract",
+    "output_id": "index.equity_over_corporate_debt_premium.master_marks",
     "output_period": {
       "alignment": "as_of",
       "basis": "instant",
       "window": null
     },
-    "output_schema_hash": "sha256:b1e1388df98faba85d0dc4703433e11a9acc1c1513256149780a8cb0a265ab63",
+    "output_schema_hash": "sha256:825e5c775afeddaf6dbb225429d5e587ba84558050f98e1d6f1328e076588467",
     "production_eligible": false,
     "review_status": "not_human_reviewed",
     "schema_version": 1,
     "source_ids": [
       "proxy:08cfa8347347faed7"
     ],
-    "unit": "derived_proxy_scalar",
-    "value_kind": "scalar",
-    "version": "0.1.0"
+    "unit": "decimal",
+    "value_kind": "ratio",
+    "version": "0.2.0"
   }
 ]

package/knowledge/solo-test/masters/master_munger/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.incremental_return_on_capital"
+          }
+        },
+        "condition_id": "master_munger.economics_can_be_stated",
+        "on_false": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_out_of_scope"
+        },
+        "on_uncomputable": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_out_of_scope"
+        },
+        "source_ids": [
+          "proxy:d4d52af8b246f7129"
+        ]
+      },
+      {
+        "condition": {
+          "op": "exists",
+          "value": {
+            "fact_id": "financial.leverage"
+          }
+        },
+        "condition_id": "master_munger.capital_structure_readable",
+        "on_false": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_out_of_scope"
+        },
+        "on_uncomputable": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_out_of_scope"
+        },
+        "source_ids": [
+          "proxy:d4d52af8b246f7129"
+        ]
+      }
+    ]
   },
   "fact_gate": {
     "on_missing_critical": {
@@ -10,21 +51,88 @@
       "native_state": "provisional_out_of_scope"
     }
   },
-  "hard_vetoes": [],
+  "hard_vetoes": [
+    {
+      "condition": {
+        "conditions": [
+          {
+            "left": {
+              "fact_id": "financial.leverage"
+            },
+            "op": "gt",
+            "right": {
+              "literal": 1
+            }
+          },
+          {
+            "left": {
+              "output_id": "risk.debt_service_cushion.master_munger"
+            },
+            "op": "lt",
+            "right": {
+              "literal": 2
+            }
+          }
+        ],
+        "op": "all"
+      },
+      "on_trigger": {
+        "common_stance": "opposed",
+        "native_state": "provisional_fatal_path"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_out_of_scope"
+        }
+      },
+      "source_ids": [
+        "proxy:d4d52af8b246f7129"
+      ],
+      "veto_id": "master_munger.coupled_debt_failure"
+    },
+    {
+      "condition": {
+        "left": {
+          "output_id": "accounting.reported_earnings_cash_gap.master_munger"
+        },
+        "op": "lt",
+        "right": {
+          "literal": -0.5
+        }
+      },
+      "on_trigger": {
+        "common_stance": "opposed",
+        "native_state": "provisional_fatal_path"
+      },
+      "on_uncomputable": {
+        "action": "abstain",
+        "decision": {
+          "common_stance": "out_of_scope",
+          "native_state": "provisional_out_of_scope"
+        }
+      },
+      "source_ids": [
+        "proxy:d4d52af8b246f7129"
+      ],
+      "veto_id": "master_munger.reported_earnings_are_not_cash"
+    }
+  ],
   "native_decision_schema": "failure_path_verdict_v1",
   "native_output_fields": [
     {
       "field": "metric_1",
       "on_missing": "fail",
       "value": {
-        "output_id": "governance.incentive_structure"
+        "output_id": "accounting.reported_earnings_cash_gap.master_munger"
       }
     },
     {
       "field": "metric_2",
       "on_missing": "fail",
       "value": {
-        "output_id": "risk.failure_paths"
+        "output_id": "risk.debt_service_cushion.master_munger"
       }
     }
   ],
@@ -45,21 +153,21 @@
     },
     {
       "decision": {
-        "common_stance": "opposed",
-        "native_state": "provisional_no_fatal_path_found"
+        "common_stance": "cautious",
+        "native_state": "provisional_monitor"
       },
       "min_ratio": 0.5
     },
     {
       "decision": {
-        "common_stance": "cautious",
-        "native_state": "provisional_monitor"
+        "common_stance": "constructive",
+        "native_state": "provisional_no_fatal_path_found"
       },
       "min_ratio": 1
     }
   ],
   "scoring": {
-    "max_score": 2,
+    "max_score": 3,
     "min_coverage": 1,
     "on_insufficient_coverage": {
       "common_stance": "out_of_scope",
@@ -69,16 +177,16 @@
       {
         "condition": {
           "left": {
-            "output_id": "governance.incentive_structure"
+            "output_id": "accounting.reported_earnings_cash_gap.master_munger"
           },
-          "op": "gt",
+          "op": "gte",
           "right": {
             "literal": 0
           }
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_1",
+        "rule_id": "munger_earnings_arrive_as_cash",
         "source_ids": [
           "proxy:d4d52af8b246f7129"
         ]
@@ -86,16 +194,33 @@
       {
         "condition": {
           "left": {
-            "output_id": "risk.failure_paths"
+            "output_id": "risk.debt_service_cushion.master_munger"
           },
-          "op": "gt",
+          "op": "gte",
           "right": {
-            "literal": 0
+            "literal": 4
+          }
+        },
+        "coverage_weight": 1,
+        "points": 1,
+        "rule_id": "munger_debt_service_has_a_cushion",
+        "source_ids": [
+          "proxy:d4d52af8b246f7129"
+        ]
+      },
+      {
+        "condition": {
+          "left": {
+            "fact_id": "financial.leverage"
+          },
+          "op": "lte",
+          "right": {
+            "literal": 1
           }
         },
         "coverage_weight": 1,
         "points": 1,
-        "rule_id": "proxy_score_2",
+        "rule_id": "munger_no_leverage_dependency",
         "source_ids": [
           "proxy:d4d52af8b246f7129"
         ]

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

@@ -1,6 +1,6 @@
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Invert the thesis, map permanent-loss paths, audit incentives and test coupled risks using cross-disciplinary causal models.","rule_id":"proxy_rule_1","source_ids":["proxy:d4d52af8b246f7129"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Map compensation and control rights to potentially destructive operating choices.","rule_id":"proxy_rule_2","source_ids":["proxy:d4d52af8b246f7129"]}
-{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Model interacting failure paths and permanent-loss severity.","rule_id":"proxy_rule_3","source_ids":["proxy:d4d52af8b246f7129"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The accounting failure path, measured as a distance rather than a level. Operating cash flow equal to reported net income is a gap of zero; everything below that is the part of the earnings that exists only on the income statement.","rule_id":"proxy_rule_2","source_ids":["proxy:d4d52af8b246f7129"]}
+{"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"The debt failure path, measured the same way. One times coverage is not a safety threshold, it is the point of failure itself -- the interest bill consuming the operating earnings whole -- so the useful number is the distance from it.","rule_id":"proxy_rule_3","source_ids":["proxy:d4d52af8b246f7129"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when incentives reward a documented path to permanent business damage.","rule_id":"proxy_rule_4","source_ids":["proxy:d4d52af8b246f7129"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when several required assumptions fail through one shared cause.","rule_id":"proxy_rule_5","source_ids":["proxy:d4d52af8b246f7129"]}
 {"assurance_class":"provisional_derived_proxy","attribution_status":"provisional_not_human_reviewed","claim":"Reject when a plausible failure path creates unbounded permanent loss.","rule_id":"proxy_rule_6","source_ids":["proxy:d4d52af8b246f7129"]}

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

@@ -16,14 +16,18 @@
     ],
     "native_decision_schema": "failure_path_verdict_v1",
     "optional_fact_types": [
+      "financial.incremental_return_on_capital",
+      "financial.leverage",
+      "governance.incentive_structure",
+      "risk.failure_paths",
       "risk.permanent_loss",
       "business.complexity",
       "capital_allocation.history",
       "decision.coupled_assumptions"
     ],
     "required_fact_types": [
-      "governance.incentive_structure",
-      "risk.failure_paths"
+      "accounting.cash_conversion",
+      "financial.interest_coverage"
     ]
   },
   "components": {
@@ -44,8 +48,8 @@
   "computation": {
     "dsl_version": "1.1",
     "pipeline": [
-      "master_munger.incentive_map",
-      "master_munger.failure_path_graph"
+      "master_munger.reported_earnings_cash_gap",
+      "master_munger.debt_service_cushion"
     ]
   },
   "decision": {
@@ -53,8 +57,8 @@
     "common_projection": "common_stance_v1",
     "confidence_calibrator": null,
     "eligibility": [
-      "governance.incentive_structure",
-      "risk.failure_paths"
+      "accounting.cash_conversion",
+      "financial.interest_coverage"
     ],
     "hard_vetoes": [
       "master_munger.fatal_incentive",
@@ -77,11 +81,15 @@
     "maturity": "operator_lens",
     "operator_label": {
       "en": "Munger Lens Provisional Operator Lens",
+      "ja": "Munger Lens 暫定オペレーター・レンズ",
+      "ko": "Munger Lens 임시 오퍼레이터 렌즈",
       "zh": "芒格视角临时操作视角"
     },
     "persona_id": "master_munger",
     "public_label": {
       "en": "Munger Lens Solo Test",
+      "ja": "Munger Lens 単独テスト",
+      "ko": "Munger Lens 단독 테스트",
       "zh": "芒格视角单人测试"
     },
     "source_cutoff": "2026-07-27"
@@ -92,7 +100,7 @@
     "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 when incentives reward a documented path to permanent business damage.",
@@ -109,16 +117,22 @@
   "schema_version": 3,
   "selection": {
     "best_for": {
-      "en": "Testing deterministic behavior in business_quality, incentives, failure_analysis, capital_allocation",
-      "zh": "用于测试确定性行为：business_quality、incentives、failure_analysis、capital_allocation"
+      "en": "Business quality, incentives, failure analysis, and capital allocation.",
+      "ja": "事業の質、インセンティブ、失敗分析、資本配分。",
+      "ko": "사업의 질, 유인 구조, 실패 분석, 자본 배분.",
+      "zh": "商业质量、激励机制、失败分析与资本配置。"
     },
     "identity": {
       "en": "Munger Lens; project-derived and not human reviewed",
+      "ja": "Munger 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": "Munger Lens. 프로젝트에서 파생되었고 방법 귀속에 대한 인적 심사를 거치지 않은 임시 오퍼레이터 렌즈다. 본인의 발언이나 현재 견해가 아니다.",
       "zh": "芒格视角；项目派生、未经人工审定"
     },
     "method": {
       "en": "Invert the thesis, map permanent-loss paths, audit incentives and test coupled risks using cross-disciplinary causal models.",
-      "zh": "Invert the thesis, map permanent-loss paths, audit incentives and test coupled risks using cross-disciplinary causal models."
+      "ja": "投資仮説を逆から検討し、永久損失に至る経路を洗い出し、インセンティブを監査し、分野横断的な因果モデルで複合リスクを検証する。",
+      "ko": "투자 가설을 거꾸로 검토하고 영구 손실 경로를 도식화하며, 유인을 점검하고 여러 학문 분야의 인과 모델로 결합 위험을 검증한다.",
+      "zh": "从激励、复杂性和永久损失路径出发，优先寻找必须放弃的原因。"
     }
   },
   "voice": {

package/knowledge/solo-test/masters/master_munger/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_out_of_scope",
@@ -26,8 +26,8 @@
   ],
   "persona_id": "master_munger",
   "planned_tool_ids": [
-    "master_munger.incentive_map",
-    "master_munger.failure_path_graph"
+    "master_munger.reported_earnings_cash_gap",
+    "master_munger.debt_service_cushion"
   ],
   "production_eligible": false,
   "review_status": "not_human_reviewed",

package/knowledge/solo-test/masters/master_munger/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:d9d77cc4b9f25734a28cec8e8b047e7e8806e8f555bb759b374039e3c609d04e","grade":"E","known_at":"2026-07-27","locator":{"section":"master_munger"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:d4d52af8b246f7129","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_munger","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:bcb3837fef3f4b8009c4b4c84e05c3e167696d6535e0ff068f940d6b90cdc965","grade":"E","known_at":"2026-07-27","locator":{"section":"master_munger"},"public_at":"2026-07-27","published_at":"2026-07-27","retrieved_at":"2026-07-27","schema_version":1,"source_id":"proxy:d4d52af8b246f7129","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_munger","url":"https://github.com/Zhao73/alphacouncil-agent/blob/main/data/persona-v3-build-specs.v1.mjs"}