dsh-industry-research 0.2.0 → 0.3.0

package/CHANGELOG.md

@@ -5,6 +5,16 @@ All notable changes to this project are documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.3.0] - 2026-08-26
+
+### Added
+
+- Multi-perspective bull/bear debate synthesis in `industry_report`: `synthesizePerspectives` deterministically derives bull and bear perspective points from the loaded artifacts and evidence, `renderPerspectivesNote` writes a `perspectives-note.md` artifact (appended to the SHA-256 ledger), and the report result gains a `perspectives` outcome — a forked subagent job when `ctx.jobs` is mounted, otherwise `skipped(jobs unavailable)`.
+
+### Fixed
+
+- Serialize `recordVersion` writes in the artifact version ledger (`src/versions.ts`): each path's ledger appends are chained through a per-path promise tail so a read never observes a torn write and no record is lost to a stale read when the report flow and its background jobs (red review, bull/bear debate) append `versions.jsonl` concurrently.
+
 ## [0.2.0] - 2026-08-23
 
 ### Added

package/README.md

@@ -35,7 +35,7 @@
 - **`industry_map`** — build or update an industry chain map (`chain.json`): upstream/midstream/downstream nodes, edges, and metric slots. A metric with a `value` must carry a `sourceRef`; a value-less slot is an explicit gap. Node `status` assertions carry a `statusAsOf`, and an optional `taxonomyCode` must hit the built-in 国民经济行业分类 大类 table. With `renderSvg: true` it also writes a deterministic, tier-layered `chain.svg` network diagram with funnel/hub bottleneck highlighting. A `depth` argument scales the web assist (quick/standard/comprehensive). Seed notes/files and an optional `ctx.web` digest are registered as citable sources (`S1`, `S2`, …).
 - **`industry_track`** — public-source policy/news tracking over the official `ctx.web` seam: per-topic search, host allow/block lists, `since` filtering, bounded snapshot fetches with SHA-256 provenance hashes, and append + dedupe into `timeline.jsonl` with a retention cap. Entries may carry a validated `evidenceCategory`; a `depth` argument scales source counts. Fails loud when the web capability is unreachable.
 - **`company_scan`** — company cards (`card.json` + `card.md`) from your workspace data files (SHA-256-hashed, with Markdown outlines and figure-candidate lines so every number cites a file and a line), plus an optional `ctx.web` citation complement. Cards carry a listing `status` (with `statusAsOf`), a format-checked `ticker`, and sourced price/value `metrics` (each with `source` + `asOf`). Batch mode (`companies`) isolates one bad company without aborting the batch; `depth` scales the web complement. Text formats only in v1 (no PDF).
-- **`industry_report`** — one auditable report from the map + timeline + cards. Before producing, a deterministic delivery contract checks blocks, status/price assertions, and placeholder residue (fail loud, no half-assembled report). Timeline entries are grouped by `evidenceCategory`. With a mounted `ctx.researchReport` engine the evidence/sections/claims are sealed by its `assemble` and per-claim verdicts come back; without one, the builtin fallback writes versioned `reports/<YYYYMMDD-HHmmss>/report.md` + `manifest.json` with a SHA-256 source-traceability table and honestly labels `engine: 'builtin-fallback'`.
+- **`industry_report`** — one auditable report from the map + timeline + cards. Before producing, a deterministic delivery contract checks blocks, status/price assertions, and placeholder residue (fail loud, no half-assembled report). Timeline entries are grouped by `evidenceCategory`. A deterministic bull/bear (正反方) synthesis lists sourced, dated values against declared gaps and data-quality findings, is embedded as the report's multi-perspective section, and is forked as a subagent job writing `perspectives-note.md` into the version ledger. With a mounted `ctx.researchReport` engine the evidence/sections/claims are sealed by its `assemble` and per-claim verdicts come back; without one, the builtin fallback writes versioned `reports/<YYYYMMDD-HHmmss>/report.md` + `manifest.json` with a SHA-256 source-traceability table and honestly labels `engine: 'builtin-fallback'`.
 - **Artifact version ledger** — `industry_map` / `company_scan` / `industry_report` append to `versions.jsonl` (root-relative path + SHA-256 + timestamp + change type) on every artifact write; reads verify the hash and fail loud on mismatch.
 - **Two methodology skills** — `industry-research-method` (chain decomposition, supply/demand framework, sourcing discipline, gap-declaration discipline) and `company-research-method` (company framework, public-source list, compliance wording).
 - **Typed Cordis events** — `industry-research/map`, `industry-research/track`, `industry-research/report` emitted after each committed artifact.
@@ -110,7 +110,7 @@ Reads the workspace data files (`.md/.txt/.csv/.tsv/.json`; v1 does not parse PD
 
 ### `industry_report({ industry, sections?, companies?, draft? })`
 
-Assembles evidence (`E-chain`, `E-timeline`, `E-company-<slug>`), verifies the read artifacts against `versions.jsonl` (hash mismatch fails loud), and either validates your `draft` (sections + claims; every claim's `evidenceIds` must reference registered evidence) or builds the mechanical auto-draft (sourced metrics and recent timeline entries become claims, grouped by `evidenceCategory`). A deterministic delivery contract runs before production and fails loud on any missing block, placeholder, or unsourced/undated assertion. A deterministic adversarial machine-check always runs, and a red-team review job (`red-review-note.md`) is spawned when `ctx.jobs` is mounted (else `review: skipped(jobs unavailable)`). Engine path: sealed directory + `sealHash` + per-claim verdicts. Fallback path: versioned Markdown + manifest, claims honestly marked `unverified`. Emits `industry-research/report`.
+Assembles evidence (`E-chain`, `E-timeline`, `E-company-<slug>`), verifies the read artifacts against `versions.jsonl` (hash mismatch fails loud), and either validates your `draft` (sections + claims; every claim's `evidenceIds` must reference registered evidence) or builds the mechanical auto-draft (sourced metrics and recent timeline entries become claims, grouped by `evidenceCategory`). A deterministic delivery contract runs before production and fails loud on any missing block, placeholder, or unsourced/undated assertion. A deterministic adversarial machine-check always runs, and a red-team review job (`red-review-note.md`) is spawned when `ctx.jobs` is mounted (else `review: skipped(jobs unavailable)`). A deterministic bull/bear (正反方) synthesis embeds a multi-perspective section in the report and forks a debate job (`perspectives-note.md`) when `ctx.jobs` is mounted. Engine path: sealed directory + `sealHash` + per-claim verdicts. Fallback path: versioned Markdown + manifest, claims honestly marked `unverified`. Emits `industry-research/report`.
 
 ## Skills
 
@@ -130,6 +130,7 @@ Both load on demand through the standard `skill` tool (`加载 industry-research
 <workspace>/<industryRoot>/<industry>/sources.json    citable source registry (S1, S2, …)
 <workspace>/<industryRoot>/<industry>/notes/          seed notes
 <workspace>/<industryRoot>/<industry>/red-review-note.md  industry_report (red-team review, jobs)
+<workspace>/<industryRoot>/<industry>/perspectives-note.md  industry_report (bull/bear debate, jobs)
 <workspace>/<industryRoot>/<industry>/reports/<ts>/   industry_report (report.md + manifest.json)
 <workspace>/<industryRoot>/companies/<name>/card.*    company_scan
 ```

package/README.zh.md

@@ -34,7 +34,7 @@
 - **`industry_map`**——构建/更新产业链结构图（`chain.json`）：上/中/下游节点、边、指标槽位。带 `value` 的指标必须带 `sourceRef`；无值槽位即显式缺口。种子笔记/文件与可选 `ctx.web` 摘要登记为可引用来源（`S1`、`S2`……）。
 - **`industry_track`**——经官方 `ctx.web` 缝隙跟踪行业政策/要闻：按主题检索、来源主机白/黑名单、`since` 过滤、预算内快照抓取（SHA-256 溯源哈希），追加去重写入 `timeline.jsonl`（保留上限可配）。web 能力不可达时响亮失败。
 - **`company_scan`**——以工作区数据文件生成公司速览卡（`card.json` + `card.md`）：SHA-256 哈希、Markdown 大纲、数字候选行（每个数字可标注文件与行号），另可选 `ctx.web` 引用补充。v1 只读文本格式（不解析 PDF）。
-- **`industry_report`**——汇总结构图、时间线与公司卡产出可核查报告。挂载 `ctx.researchReport` 引擎时证据/章节/claims 提交其 `assemble` 封存并回传逐 claim 结论；缺席时内置降级路径写入版本化 `reports/<YYYYMMDD-HHmmss>/report.md` + `manifest.json`（含 SHA-256 来源回溯表），并如实标注 `engine: 'builtin-fallback'`。
+- **`industry_report`**——汇总结构图、时间线与公司卡产出可核查报告。确定性正反方（bull/bear）合成将「有来源且带日期的数值」列为多方、「缺口与数据质量发现」列为空方，嵌入报告多视角小节，并派生 subagent job 写回 `perspectives-note.md` 入账本。挂载 `ctx.researchReport` 引擎时证据/章节/claims 提交其 `assemble` 封存并回传逐 claim 结论；缺席时内置降级路径写入版本化 `reports/<YYYYMMDD-HHmmss>/report.md` + `manifest.json`（含 SHA-256 来源回溯表），并如实标注 `engine: 'builtin-fallback'`。
 - **两个方法论技能**——`industry-research-method`（产业链拆分、供需框架、口径纪律、缺口声明纪律）与 `company-research-method`（公司研究框架、公开源清单、合规话术）。
 - **类型化 Cordis 事件**——每份产物落盘后发出 `industry-research/map`、`industry-research/track`、`industry-research/report`。
 
@@ -108,7 +108,7 @@ dsh plugin --profile demo remove dsh-industry-research    # 卸载
 
 ### `industry_report({ industry, sections?, companies?, draft? })`
 
-组装证据（`E-chain`、`E-timeline`、`E-company-<slug>`），读取时对照 `versions.jsonl` 校验哈希（不一致响亮失败），或校验你提供的 `draft`（章节 + claims；每条 claim 的 `evidenceIds` 必须引用已登记证据），或机械自动生成草稿（有来源的指标与近期时间线条目生成 claims，按 `evidenceCategory` 分组）。产出前跑确定性交付契约校验（缺区块/占位符/无来源或无日期断言即响亮失败）。确定性对抗机器检查始终执行；挂载 `ctx.jobs` 时派生红方审阅 job 写回 `red-review-note.md`（否则 `review: skipped(jobs unavailable)`）。引擎路径：封存目录 + `sealHash` + 逐 claim 结论。降级路径：版本化 Markdown + manifest，claims 如实标记 `unverified`。发出 `industry-research/report` 事件。
+组装证据（`E-chain`、`E-timeline`、`E-company-<slug>`），读取时对照 `versions.jsonl` 校验哈希（不一致响亮失败），或校验你提供的 `draft`（章节 + claims；每条 claim 的 `evidenceIds` 必须引用已登记证据），或机械自动生成草稿（有来源的指标与近期时间线条目生成 claims，按 `evidenceCategory` 分组）。产出前跑确定性交付契约校验（缺区块/占位符/无来源或无日期断言即响亮失败）。确定性对抗机器检查始终执行；挂载 `ctx.jobs` 时派生红方审阅 job 写回 `red-review-note.md`（否则 `review: skipped(jobs unavailable)`）。确定性正反方（bull/bear）合成嵌入报告多视角小节，挂载 `ctx.jobs` 时派生辩论 job 写回 `perspectives-note.md`。引擎路径：封存目录 + `sealHash` + 逐 claim 结论。降级路径：版本化 Markdown + manifest，claims 如实标记 `unverified`。发出 `industry-research/report` 事件。
 
 ## Skills
 
@@ -128,6 +128,7 @@ dsh plugin --profile demo remove dsh-industry-research    # 卸载
 <工作区>/<industryRoot>/<行业>/sources.json    可引用来源登记（S1、S2……）
 <工作区>/<industryRoot>/<行业>/notes/          种子笔记
 <工作区>/<industryRoot>/<行业>/red-review-note.md  industry_report（红方审阅，需 jobs）
+<工作区>/<industryRoot>/<行业>/perspectives-note.md  industry_report（正反方辩论，需 jobs）
 <工作区>/<industryRoot>/<行业>/reports/<ts>/   industry_report（report.md + manifest.json）
 <工作区>/<industryRoot>/companies/<公司>/card.*  company_scan
 ```

package/lib/index.js

@@ -1087,18 +1087,30 @@ async function readVersions(path) {
 * @param capturedAt - ISO-8601 capture time.
 * @returns the inferred change kind.
 */
+/**
+* Per-path serialization for {@link recordVersion}. The ledger is read-modify-
+* written, and the report flow plus its background jobs (red review, bull/bear
+* debate) can append the same `versions.jsonl` concurrently. Chaining each
+* path's writes guarantees a read never observes a torn write and no record is
+* lost to a stale read.
+*/
+const ledgerTails = /* @__PURE__ */ new Map();
 async function recordVersion(path, artifact, content, capturedAt) {
-	const records = await readVersions(path);
-	const change = records.some((record) => record.artifact === artifact) ? "updated" : "created";
-	records.push({
-		artifact,
-		sha256: sha256Of(content),
-		capturedAt,
-		change
+	const run = (ledgerTails.get(path) ?? Promise.resolve()).then(async () => {
+		const records = await readVersions(path);
+		const change = records.some((record) => record.artifact === artifact) ? "updated" : "created";
+		records.push({
+			artifact,
+			sha256: sha256Of(content),
+			capturedAt,
+			change
+		});
+		await mkdir(dirname(path), { recursive: true });
+		await writeFile(path, `${records.map((record) => JSON.stringify(record)).join("\n")}\n`, "utf8");
+		return change;
 	});
-	await mkdir(dirname(path), { recursive: true });
-	await writeFile(path, `${records.map((record) => JSON.stringify(record)).join("\n")}\n`, "utf8");
-	return change;
+	ledgerTails.set(path, run.then(() => void 0, () => void 0));
+	return run;
 }
 /**
 * Verify an artifact's content against its latest ledger record. A missing
@@ -2739,6 +2751,115 @@ function renderRedReviewNote(draft, artifacts, evidenceIds, generatedAt) {
 	return lines.join("\n");
 }
 //#endregion
+//#region src/perspectives.ts
+/**
+* Multi-perspective (bull/bear) debate synthesis for `industry_report`. Like
+* the red-team review, the synthesis is deterministic code over the already
+* loaded artifacts: the bull (利好/支撑) side lists sourced, dated values and
+* coverage, and the bear (利空/风险) side lists declared gaps and data-quality
+* findings — every point cites its evidence id or is an honest gap, never an
+* invented number. A forked subagent job writes the rendered note into the
+* workspace and appends it to the versions.jsonl SHA-256 ledger.
+* @module dsh-industry-research/perspectives
+*/
+/** One side of the debate. */
+const PERSPECTIVE_SIDES = ["bull", "bear"];
+/** Maximum sourced chain metrics surfaced on the bull side. */
+const BULL_CHAIN_CAP = 8;
+/** Maximum sourced card metrics surfaced on the bull side. */
+const BULL_CARD_CAP = 6;
+/** Maximum gap/finding lines surfaced on the bear side. */
+const BEAR_CAP = 12;
+/**
+* Synthesize the bull/bear perspectives from the loaded artifacts. The bull
+* side lists sourced, dated values (chain metrics, card metrics, and timeline
+* coverage); the bear side lists declared gaps and deterministic data-quality
+* findings. Pure and byte-stable for the same inputs — never model-authored.
+* @param draft - the report draft under synthesis.
+* @param artifacts - the source artifacts the report assembles from.
+* @param evidenceIds - registered evidence ids (for dead-link checks).
+* @returns the bull/bear synthesis.
+*/
+function synthesizePerspectives(draft, artifacts, evidenceIds) {
+	const bull = [];
+	const bear = [];
+	if (artifacts.chain !== void 0) for (const node of artifacts.chain.map.nodes) {
+		for (const metric of node.metrics) {
+			if (metric.value === void 0 || metric.sourceRef === void 0) continue;
+			if (bull.length >= BULL_CHAIN_CAP) break;
+			bull.push({
+				text: `产业链指标：${node.name} 的「${metric.key}」为 ${metric.value}${metric.unit ?? ""}${metric.asOf !== void 0 ? `（截至 ${metric.asOf}` : ""}${metric.asOf !== void 0 ? `，来源 ${metric.sourceRef}）` : ""}`,
+				evidenceIds: ["E-chain"]
+			});
+		}
+		if (bull.length >= BULL_CHAIN_CAP) break;
+	}
+	if (artifacts.timeline !== void 0 && artifacts.timeline.entries.length > 0) bull.push({
+		text: `政策与动态已收录 ${artifacts.timeline.entries.length} 条，时间线可追溯。`,
+		evidenceIds: ["E-timeline"]
+	});
+	let cardPoints = 0;
+	for (const { card } of artifacts.cards) {
+		for (const metric of card.metrics ?? []) {
+			if (cardPoints >= BULL_CARD_CAP) break;
+			cardPoints += 1;
+			bull.push({
+				text: `公司数据：${card.name} 的「${metric.key}」为 ${metric.value}${metric.unit ?? ""}（截至 ${metric.asOf}，来源 ${metric.source}）。`,
+				evidenceIds: [`E-company-${card.slug}`]
+			});
+		}
+		if (cardPoints >= BULL_CARD_CAP) break;
+	}
+	for (const gap of artifacts.gaps) {
+		if (bear.length >= BEAR_CAP) break;
+		bear.push({
+			text: `缺口：${gap}`,
+			evidenceIds: []
+		});
+	}
+	for (const finding of adversarialCheck(draft, artifacts, evidenceIds)) {
+		if (bear.length >= BEAR_CAP) break;
+		bear.push({
+			text: `数据质量风险：${finding}`,
+			evidenceIds: []
+		});
+	}
+	return {
+		bull,
+		bear
+	};
+}
+/**
+* Render the multi-perspective note (`perspectives-note.md`): bull and bear
+* sections over the same source-traceability table, then a synthesis line. The
+* note is written into the industry workspace by the forked debate job and
+* appended to the versions.jsonl SHA-256 ledger.
+* @param industry - the industry display name.
+* @param draft - the report draft.
+* @param artifacts - the source artifacts.
+* @param evidenceIds - registered evidence ids.
+* @param generatedAt - ISO-8601 generation time.
+* @returns the note Markdown text.
+*/
+function renderPerspectivesNote(industry, draft, artifacts, evidenceIds, generatedAt) {
+	const synthesis = synthesizePerspectives(draft, artifacts, evidenceIds);
+	const lines = [
+		"# 多视角正反方笔记（bull/bear）",
+		"",
+		`> 行业：${industry}；生成时间：${generatedAt}。本笔记由多视角正反方辩论 job 产出，正反方观点均来自同一份来源回溯表，仅供研究，不构成投资建议。`,
+		"",
+		"## 多方视角（bull · 利好/支撑）"
+	];
+	if (synthesis.bull.length > 0) for (const point of synthesis.bull) lines.push(`- ${point.text}${point.evidenceIds.length > 0 ? `（证据 ${point.evidenceIds.join(", ")}）` : ""}`);
+	else lines.push("- （无）");
+	lines.push("", "## 空方视角（bear · 利空/风险）");
+	if (synthesis.bear.length > 0) for (const point of synthesis.bear) lines.push(`- ${point.text}`);
+	else lines.push("- （无）");
+	lines.push("", "## 综合（再合成）", "", `多方 ${synthesis.bull.length} 项、空方 ${synthesis.bear.length} 项；数值以来源证据为准，缺口如实声明。`);
+	lines.push("");
+	return lines.join("\n");
+}
+//#endregion
 //#region src/report.ts
 /**
 * Report assembly for `industry_report`: load nothing itself — it turns the
@@ -2985,9 +3106,13 @@ function autoDraft(industry, artifacts, sections = [...AUTO_SECTIONS]) {
 * @param evidence - the registered evidence.
 * @param generatedAt - ISO-8601 generation time.
 * @param machineCheck - deterministic adversarial-check findings (empty = clean).
+* @param perspectives - the bull/bear synthesis for the multi-perspective section.
 * @returns the Markdown text.
 */
-function renderFallbackMarkdown(industry, draft, evidence, generatedAt, machineCheck = []) {
+function renderFallbackMarkdown(industry, draft, evidence, generatedAt, machineCheck = [], perspectives = {
+	bull: [],
+	bear: []
+}) {
 	const lines = [
 		`# ${draft.title}`,
 		"",
@@ -3009,6 +3134,12 @@ function renderFallbackMarkdown(industry, draft, evidence, generatedAt, machineC
 		lines.push("| claim | 内容 | 证据 | 状态 |", "|---|---|---|---|");
 		for (const claim of draft.claims) lines.push(`| ${claim.id} | ${claim.text} | ${claim.evidenceIds.join(", ")} | unverified |`);
 	} else lines.push("无 claims。");
+	lines.push("", "## 多视角（正反方）", "", "### 多方（bull · 利好/支撑）");
+	if (perspectives.bull.length > 0) for (const point of perspectives.bull) lines.push(`- ${point.text}${point.evidenceIds.length > 0 ? `（证据 ${point.evidenceIds.join(", ")}）` : ""}`);
+	else lines.push("- （无）");
+	lines.push("", "### 空方（bear · 利空/风险）");
+	if (perspectives.bear.length > 0) for (const point of perspectives.bear) lines.push(`- ${point.text}`);
+	else lines.push("- （无）");
 	lines.push("", "## 机器对抗检查", "");
 	if (machineCheck.length > 0) for (const finding of machineCheck) lines.push(`- ${finding}`);
 	else lines.push("未发现可攻击点。");
@@ -3024,9 +3155,13 @@ function renderFallbackMarkdown(industry, draft, evidence, generatedAt, machineC
 * @param gaps - artifact-level gaps to record in the manifest.
 * @param generatedAt - ISO-8601 generation time.
 * @param machineCheck - deterministic adversarial-check findings.
+* @param perspectives - the bull/bear synthesis to embed in report.md + manifest.
 * @returns the written file paths.
 */
-async function writeFallbackReport(reportDir, industry, draft, evidence, gaps, generatedAt, machineCheck = []) {
+async function writeFallbackReport(reportDir, industry, draft, evidence, gaps, generatedAt, machineCheck = [], perspectives = {
+	bull: [],
+	bear: []
+}) {
 	await mkdir(reportDir, { recursive: true });
 	const reportPath = join(reportDir, "report.md");
 	const manifestPath = join(reportDir, "manifest.json");
@@ -3049,9 +3184,13 @@ async function writeFallbackReport(reportDir, industry, draft, evidence, gaps, g
 			status: "unverified"
 		})),
 		gaps: [...gaps],
-		machineCheck: [...machineCheck]
+		machineCheck: [...machineCheck],
+		perspectives: {
+			bull: [...perspectives.bull],
+			bear: [...perspectives.bear]
+		}
 	};
-	await writeFile(reportPath, renderFallbackMarkdown(industry, draft, evidence, generatedAt, machineCheck), "utf8");
+	await writeFile(reportPath, renderFallbackMarkdown(industry, draft, evidence, generatedAt, machineCheck, perspectives), "utf8");
 	await writeFile(manifestPath, `${JSON.stringify(manifest, null, 2)}\n`, "utf8");
 	return {
 		reportPath,
@@ -3347,6 +3486,10 @@ function buildIndustryReportTool(ctx, config) {
 					review: {
 						type: "json",
 						required: true
+					},
+					perspectives: {
+						type: "json",
+						required: true
 					}
 				},
 				additionalProperties: false
@@ -3356,6 +3499,7 @@ function buildIndustryReportTool(ctx, config) {
 				const lines = current.engine === "research-report" ? [`行业「${current.industry}」研究报告已经独立核查引擎封存 → ${current.reportDir}`, `sealHash：${current.sealHash ?? ""}；claims ${current.claims} 条（verified ${(current.verdicts ?? []).filter((verdict) => verdict.status === "verified").length} 条）。`] : [`行业「${current.industry}」研究报告（builtin-fallback，未经过独立核查引擎）→ ${current.reportPath}`, `claims ${current.claims} 条均标记 unverified；来源回溯表见 report.md 附录与 ${current.manifestPath ?? ""}。`];
 				lines.push(`机器对抗检查：${current.machineCheck.length > 0 ? `${current.machineCheck.length} 项发现` : "未发现可攻击点"}。`);
 				lines.push(`红方审阅：${current.review.mode === "job" ? `job ${current.review.jobId} 已派生` : `skipped（${current.review.note}）`}。`);
+				lines.push(`多视角正反方：${current.perspectives.mode === "job" ? `job ${current.perspectives.jobId} 已派生` : `skipped（${current.perspectives.note}）`}。`);
 				if (current.gaps.length > 0) lines.push(`缺口声明：${current.gaps.join("；")}`);
 				lines.push("仅供研究，不构成投资建议。");
 				return [{
@@ -3422,6 +3566,42 @@ function buildIndustryReportTool(ctx, config) {
 					})
 				};
 			}
+			const synthesis = synthesizePerspectives(draft, artifacts, evidenceIds);
+			let perspectives;
+			const perspectivesNotePath = join(dir, "perspectives-note.md");
+			if (jobs === void 0) perspectives = {
+				mode: "skipped",
+				note: "jobs unavailable"
+			};
+			else {
+				const noteContent = renderPerspectivesNote(name, draft, artifacts, evidenceIds, generatedAt);
+				perspectives = {
+					mode: "job",
+					jobId: jobs.start({
+						kind: "subagent",
+						label: "多视角正反方辩论（bull/bear）",
+						owner: exec.agent,
+						run: () => {
+							let cancelled = false;
+							return {
+								cancel: () => {
+									cancelled = true;
+								},
+								done: (async () => {
+									if (!cancelled) {
+										await writeFile(perspectivesNotePath, noteContent, "utf8");
+										await recordVersion(versionsPath, rootRelative(root, perspectivesNotePath), noteContent, generatedAt);
+									}
+									return {
+										status: cancelled ? "killed" : "completed",
+										output: `bull ${synthesis.bull.length} 项 / bear ${synthesis.bear.length} 项`
+									};
+								})()
+							};
+						}
+					})
+				};
+			}
 			const engine = lookupEngine(ctx);
 			let value;
 			if (engine !== void 0) {
@@ -3445,13 +3625,14 @@ function buildIndustryReportTool(ctx, config) {
 					gaps: artifacts.gaps,
 					generatedAt,
 					machineCheck,
-					review
+					review,
+					perspectives
 				};
 			} else {
 				const reportsDir = reportsDirOf(dir);
 				const dirName = reportDirName(/* @__PURE__ */ new Date(), (candidate) => existsSync(join(reportsDir, candidate)));
 				const reportDir = join(reportsDir, dirName);
-				const { reportPath, manifestPath } = await writeFallbackReport(reportDir, name, draft, evidence, artifacts.gaps, generatedAt, machineCheck);
+				const { reportPath, manifestPath } = await writeFallbackReport(reportDir, name, draft, evidence, artifacts.gaps, generatedAt, machineCheck, synthesis);
 				await recordVersion(versionsPath, rootRelative(root, reportPath), await readFile(reportPath, "utf8"), generatedAt);
 				await recordVersion(versionsPath, rootRelative(root, manifestPath), await readFile(manifestPath, "utf8"), generatedAt);
 				value = {
@@ -3467,7 +3648,8 @@ function buildIndustryReportTool(ctx, config) {
 					gaps: artifacts.gaps,
 					generatedAt,
 					machineCheck,
-					review
+					review,
+					perspectives
 				};
 			}
 			const payload = {
@@ -3490,7 +3672,7 @@ function buildIndustryReportTool(ctx, config) {
 * @module dsh-industry-research/version
 */
 /** The package version. */
-const VERSION = "0.2.0";
+const VERSION = "0.3.0";
 //#endregion
 //#region src/index.ts
 /**
@@ -3573,4 +3755,4 @@ function apply(ctx, config = {}) {
 	logger.info(`industry-research ${VERSION} mounted: 4 tools, skills from ${skillsRoot}`);
 }
 //#endregion
-export { ARTIFACT_CHANGES, AUTO_SECTIONS, CHAIN_TIERS, COMPANY_STATUSES, Config, DEPTH_LEVELS, DEPTH_PROFILES, DISCLAIMER, EVIDENCE_CATEGORIES, INDUSTRY_TAXONOMY, READABLE_EXTENSIONS, TICKER_FORMATS, VERSION, adversarialCheck, analyzeBottlenecks, apply, autoDraft, boundFigures, buildCompanyScanTool, buildEvidence, buildIndustryMapTool, buildIndustryReportTool, buildIndustryTrackTool, chainGaps, chainPathOf, chainSvgPathOf, companyDirOf, industryDirOf, inject, isIsoDate, latestHashes, loadArtifacts, loadSources, lookupEngine, lookupJobs, lookupWeb, mergeTimeline, name, normalizeUrl, notesDirOf, readCard, readResearchState, readTimeline, readVersions, recordVersion, registerSource, renderCardMarkdown, renderChainSvg, renderFallbackMarkdown, renderRedReviewNote, reportDirName, reportsDirOf, requestSignal, requireWeb, researchStatePathOf, resolveConfig, resolveContained, resolveDepth, resolveIndustryRoot, resolveWorkspaceFile, rootRelative, safeSegment, saveSources, scanFile, sha256Of, sourceAllowed, sourcesPathOf, summarizeDelta, taxonomyEntry, timelinePathOf, updateResearchState, validateChainMap, validateCompanyCard, validateDeliveryContract, validateDraft, validateEvidenceCategory, validateStatus, validateTicker, verifyVersion, versionsPathOf, webErrorMessage, workspaceOf, writeCard, writeFallbackReport, writeResearchState, xmlEscape };
+export { ARTIFACT_CHANGES, AUTO_SECTIONS, CHAIN_TIERS, COMPANY_STATUSES, Config, DEPTH_LEVELS, DEPTH_PROFILES, DISCLAIMER, EVIDENCE_CATEGORIES, INDUSTRY_TAXONOMY, PERSPECTIVE_SIDES, READABLE_EXTENSIONS, TICKER_FORMATS, VERSION, adversarialCheck, analyzeBottlenecks, apply, autoDraft, boundFigures, buildCompanyScanTool, buildEvidence, buildIndustryMapTool, buildIndustryReportTool, buildIndustryTrackTool, chainGaps, chainPathOf, chainSvgPathOf, companyDirOf, industryDirOf, inject, isIsoDate, latestHashes, loadArtifacts, loadSources, lookupEngine, lookupJobs, lookupWeb, mergeTimeline, name, normalizeUrl, notesDirOf, readCard, readResearchState, readTimeline, readVersions, recordVersion, registerSource, renderCardMarkdown, renderChainSvg, renderFallbackMarkdown, renderPerspectivesNote, renderRedReviewNote, reportDirName, reportsDirOf, requestSignal, requireWeb, researchStatePathOf, resolveConfig, resolveContained, resolveDepth, resolveIndustryRoot, resolveWorkspaceFile, rootRelative, safeSegment, saveSources, scanFile, sha256Of, sourceAllowed, sourcesPathOf, summarizeDelta, synthesizePerspectives, taxonomyEntry, timelinePathOf, updateResearchState, validateChainMap, validateCompanyCard, validateDeliveryContract, validateDraft, validateEvidenceCategory, validateStatus, validateTicker, verifyVersion, versionsPathOf, webErrorMessage, workspaceOf, writeCard, writeFallbackReport, writeResearchState, xmlEscape };

package/lib/types/index.d.ts

@@ -37,6 +37,8 @@ export type { JobHooksLike, JobOutcomeLike, JobStartLike, JobsLike } from './job
 export { readResearchState, summarizeDelta, updateResearchState, writeResearchState } from './research-state.js';
 export type { ResearchState, ResearchStateDelta } from './research-state.js';
 export { adversarialCheck, renderRedReviewNote } from './adversarial.js';
+export { PERSPECTIVE_SIDES, renderPerspectivesNote, synthesizePerspectives } from './perspectives.js';
+export type { PerspectivePoint, PerspectivesSynthesis, PerspectiveSide } from './perspectives.js';
 export { loadSources, registerSource, saveSources, sha256Of } from './sources.js';
 export type { SourceEntry, SourceRegistry } from './sources.js';
 export { EVIDENCE_CATEGORIES, mergeTimeline, normalizeUrl, readTimeline, sourceAllowed, validateEvidenceCategory } from './timeline.js';

package/lib/types/index.d.ts.map

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package/lib/types/index.js

@@ -37,6 +37,7 @@ export { ARTIFACT_CHANGES, latestHashes, readVersions, recordVersion, rootRelati
 export { lookupJobs } from "./jobs.js";
 export { readResearchState, summarizeDelta, updateResearchState, writeResearchState } from "./research-state.js";
 export { adversarialCheck, renderRedReviewNote } from "./adversarial.js";
+export { PERSPECTIVE_SIDES, renderPerspectivesNote, synthesizePerspectives } from "./perspectives.js";
 export { loadSources, registerSource, saveSources, sha256Of } from "./sources.js";
 export { EVIDENCE_CATEGORIES, mergeTimeline, normalizeUrl, readTimeline, sourceAllowed, validateEvidenceCategory } from "./timeline.js";
 export { boundFigures, readCard, renderCardMarkdown, scanFile, validateCompanyCard, validateTicker, writeCard, DISCLAIMER, READABLE_EXTENSIONS, TICKER_FORMATS } from "./company.js";

package/lib/types/index.js.map

@@ -1 +1 @@
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package/lib/types/perspectives.d.ts

@@ -0,0 +1,54 @@
+/**
+ * Multi-perspective (bull/bear) debate synthesis for `industry_report`. Like
+ * the red-team review, the synthesis is deterministic code over the already
+ * loaded artifacts: the bull (利好/支撑) side lists sourced, dated values and
+ * coverage, and the bear (利空/风险) side lists declared gaps and data-quality
+ * findings — every point cites its evidence id or is an honest gap, never an
+ * invented number. A forked subagent job writes the rendered note into the
+ * workspace and appends it to the versions.jsonl SHA-256 ledger.
+ * @module dsh-industry-research/perspectives
+ */
+import type { LoadedArtifacts, ReportDraft } from './report.js';
+/** One side of the debate. */
+export declare const PERSPECTIVE_SIDES: readonly ["bull", "bear"];
+/** One debate side. */
+export type PerspectiveSide = (typeof PERSPECTIVE_SIDES)[number];
+/** One synthesized point: a claim and the evidence ids backing it. */
+export interface PerspectivePoint {
+    /** The point text (a sourced observation or an honest gap). */
+    text: string;
+    /** Evidence ids backing the point (empty when the point is a declared gap). */
+    evidenceIds: string[];
+}
+/** The bull/bear synthesis for one report assembly. */
+export interface PerspectivesSynthesis {
+    /** Positive/supporting observations (sourced, dated values and coverage). */
+    bull: PerspectivePoint[];
+    /** Negative/risk observations (gaps and data-quality findings). */
+    bear: PerspectivePoint[];
+}
+/**
+ * Synthesize the bull/bear perspectives from the loaded artifacts. The bull
+ * side lists sourced, dated values (chain metrics, card metrics, and timeline
+ * coverage); the bear side lists declared gaps and deterministic data-quality
+ * findings. Pure and byte-stable for the same inputs — never model-authored.
+ * @param draft - the report draft under synthesis.
+ * @param artifacts - the source artifacts the report assembles from.
+ * @param evidenceIds - registered evidence ids (for dead-link checks).
+ * @returns the bull/bear synthesis.
+ */
+export declare function synthesizePerspectives(draft: ReportDraft, artifacts: LoadedArtifacts, evidenceIds: ReadonlySet<string>): PerspectivesSynthesis;
+/**
+ * Render the multi-perspective note (`perspectives-note.md`): bull and bear
+ * sections over the same source-traceability table, then a synthesis line. The
+ * note is written into the industry workspace by the forked debate job and
+ * appended to the versions.jsonl SHA-256 ledger.
+ * @param industry - the industry display name.
+ * @param draft - the report draft.
+ * @param artifacts - the source artifacts.
+ * @param evidenceIds - registered evidence ids.
+ * @param generatedAt - ISO-8601 generation time.
+ * @returns the note Markdown text.
+ */
+export declare function renderPerspectivesNote(industry: string, draft: ReportDraft, artifacts: LoadedArtifacts, evidenceIds: ReadonlySet<string>, generatedAt: string): string;
+//# sourceMappingURL=perspectives.d.ts.map

package/lib/types/perspectives.d.ts.map

@@ -0,0 +1 @@
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package/lib/types/perspectives.js

@@ -0,0 +1,119 @@
+/**
+ * Multi-perspective (bull/bear) debate synthesis for `industry_report`. Like
+ * the red-team review, the synthesis is deterministic code over the already
+ * loaded artifacts: the bull (利好/支撑) side lists sourced, dated values and
+ * coverage, and the bear (利空/风险) side lists declared gaps and data-quality
+ * findings — every point cites its evidence id or is an honest gap, never an
+ * invented number. A forked subagent job writes the rendered note into the
+ * workspace and appends it to the versions.jsonl SHA-256 ledger.
+ * @module dsh-industry-research/perspectives
+ */
+import { adversarialCheck } from "./adversarial.js";
+/** One side of the debate. */
+export const PERSPECTIVE_SIDES = ['bull', 'bear'];
+/** Maximum sourced chain metrics surfaced on the bull side. */
+const BULL_CHAIN_CAP = 8;
+/** Maximum sourced card metrics surfaced on the bull side. */
+const BULL_CARD_CAP = 6;
+/** Maximum gap/finding lines surfaced on the bear side. */
+const BEAR_CAP = 12;
+/**
+ * Synthesize the bull/bear perspectives from the loaded artifacts. The bull
+ * side lists sourced, dated values (chain metrics, card metrics, and timeline
+ * coverage); the bear side lists declared gaps and deterministic data-quality
+ * findings. Pure and byte-stable for the same inputs — never model-authored.
+ * @param draft - the report draft under synthesis.
+ * @param artifacts - the source artifacts the report assembles from.
+ * @param evidenceIds - registered evidence ids (for dead-link checks).
+ * @returns the bull/bear synthesis.
+ */
+export function synthesizePerspectives(draft, artifacts, evidenceIds) {
+    const bull = [];
+    const bear = [];
+    if (artifacts.chain !== undefined) {
+        for (const node of artifacts.chain.map.nodes) {
+            for (const metric of node.metrics) {
+                if (metric.value === undefined || metric.sourceRef === undefined)
+                    continue;
+                if (bull.length >= BULL_CHAIN_CAP)
+                    break;
+                bull.push({
+                    text: `产业链指标：${node.name} 的「${metric.key}」为 ${metric.value}${metric.unit ?? ''}${metric.asOf !== undefined ? `（截至 ${metric.asOf}` : ''}${metric.asOf !== undefined ? `，来源 ${metric.sourceRef}）` : ''}`,
+                    evidenceIds: ['E-chain'],
+                });
+            }
+            if (bull.length >= BULL_CHAIN_CAP)
+                break;
+        }
+    }
+    if (artifacts.timeline !== undefined && artifacts.timeline.entries.length > 0) {
+        bull.push({ text: `政策与动态已收录 ${artifacts.timeline.entries.length} 条，时间线可追溯。`, evidenceIds: ['E-timeline'] });
+    }
+    let cardPoints = 0;
+    for (const { card } of artifacts.cards) {
+        for (const metric of (card.metrics ?? [])) {
+            if (cardPoints >= BULL_CARD_CAP)
+                break;
+            cardPoints += 1;
+            bull.push({
+                text: `公司数据：${card.name} 的「${metric.key}」为 ${metric.value}${metric.unit ?? ''}（截至 ${metric.asOf}，来源 ${metric.source}）。`,
+                evidenceIds: [`E-company-${card.slug}`],
+            });
+        }
+        if (cardPoints >= BULL_CARD_CAP)
+            break;
+    }
+    for (const gap of artifacts.gaps) {
+        if (bear.length >= BEAR_CAP)
+            break;
+        bear.push({ text: `缺口：${gap}`, evidenceIds: [] });
+    }
+    for (const finding of adversarialCheck(draft, artifacts, evidenceIds)) {
+        if (bear.length >= BEAR_CAP)
+            break;
+        bear.push({ text: `数据质量风险：${finding}`, evidenceIds: [] });
+    }
+    return { bull, bear };
+}
+/**
+ * Render the multi-perspective note (`perspectives-note.md`): bull and bear
+ * sections over the same source-traceability table, then a synthesis line. The
+ * note is written into the industry workspace by the forked debate job and
+ * appended to the versions.jsonl SHA-256 ledger.
+ * @param industry - the industry display name.
+ * @param draft - the report draft.
+ * @param artifacts - the source artifacts.
+ * @param evidenceIds - registered evidence ids.
+ * @param generatedAt - ISO-8601 generation time.
+ * @returns the note Markdown text.
+ */
+export function renderPerspectivesNote(industry, draft, artifacts, evidenceIds, generatedAt) {
+    const synthesis = synthesizePerspectives(draft, artifacts, evidenceIds);
+    const lines = [
+        '# 多视角正反方笔记（bull/bear）',
+        '',
+        `> 行业：${industry}；生成时间：${generatedAt}。本笔记由多视角正反方辩论 job 产出，正反方观点均来自同一份来源回溯表，仅供研究，不构成投资建议。`,
+        '',
+        '## 多方视角（bull · 利好/支撑）',
+    ];
+    if (synthesis.bull.length > 0) {
+        for (const point of synthesis.bull) {
+            lines.push(`- ${point.text}${point.evidenceIds.length > 0 ? `（证据 ${point.evidenceIds.join(', ')}）` : ''}`);
+        }
+    }
+    else {
+        lines.push('- （无）');
+    }
+    lines.push('', '## 空方视角（bear · 利空/风险）');
+    if (synthesis.bear.length > 0) {
+        for (const point of synthesis.bear)
+            lines.push(`- ${point.text}`);
+    }
+    else {
+        lines.push('- （无）');
+    }
+    lines.push('', '## 综合（再合成）', '', `多方 ${synthesis.bull.length} 项、空方 ${synthesis.bear.length} 项；数值以来源证据为准，缺口如实声明。`);
+    lines.push('');
+    return lines.join('\n');
+}
+//# sourceMappingURL=perspectives.js.map