{"filename":"agent_20260517_1409.md","content":"# Agent Report - Trajectory Producer Observability Repair\n**Date**: 2026-05-17 14:09 UTC\n**Piano**: 30\n**Tension explored**: `TRAJECTORY_APPLY_20260517_1348 / TRAJECTORY_PRODUCER_OBSERVABILITY_REPAIR`\n\n## Claim Under Test\nAfter the SPY recurrence branch was rejected, the next risk was not another market run. The claim under test is whether `finance_reference_audit` exposes enough step-path/state evidence to prevent stale continuation from relaunching `SPY_LOCALITY_RECURRENCE_EXACT_WINDOWS`.\n\nThis cycle is a producer/audit repair, not a trading signal, forecast, alpha, buy/sell indication, or public finance claim.\n\n## Question\nAfter a falsifying recurrence diagnostic has been consumed, does the reference audit point to the repaired trajectory with explicit path/state provenance, or can it still hide the stale consumed direction?\n\n## Experiment Design\nPatch under test: `domains/finance/tools/finance_reference_audit.py` now emits a first-class `trajectory_observability` block.\n\nCommand:\n\n```bash\npython3 /opt/D-ND_LAB/domains/finance/tools/finance_reference_audit.py --json\n```\n\nVerification:\n\n```bash\npython3 -m py_compile /opt/D-ND_LAB/domains/finance/tools/finance_reference_audit.py\n```\n\nAssertion check:\n\n```bash\npython3 - <<'PY'\nimport json, subprocess, sys\nraw = subprocess.check_output([\n    \"python3\",\n    \"/opt/D-ND_LAB/domains/finance/tools/finance_reference_audit.py\",\n    \"--json\",\n], cwd=\"/opt/D-ND_LAB\", text=True)\nd = json.loads(raw)\no = d[\"trajectory_observability\"]\nchecks = {\n    \"reference_ready\": d[\"reference_ready\"] is True,\n    \"no_blockers\": d[\"blockers\"] == [],\n    \"latest_log_consumed_1348\": o[\"latest_log_cycle_ref\"] == \"20260517_1348\" and o[\"latest_log_executed\"] is True,\n    \"state_applied_1409\": o[\"latest_state_cycle_ts\"] == \"20260517_1409\" and o[\"latest_state_status\"] == \"applied\",\n    \"direction_repaired_not_spy\": \"TRAJECTORY_PRODUCER_OBSERVABILITY_REPAIR\" in o[\"resolved_next_direction\"] and o[\"resolved_next_direction\"] != \"SPY_LOCALITY_RECURRENCE_EXACT_WINDOWS\",\n    \"source_explicit\": o[\"resolved_next_direction_source\"] == \"trajectory_state_applied_seed\",\n    \"paths_present\": all(o.get(k) for k in [\"seed_path\", \"trajectory_log_path\", \"trajectory_state_path\", \"latest_diagnostic_path\"]),\n}\nprint(json.dumps({\"checks\": checks, \"pass\": all(checks.values())}, indent=2))\nsys.exit(0 if all(checks.values()) else 1)\nPY\n```\n\nNull baseline: stale-direction baseline. The consumed branch is `SPY_LOCALITY_RECURRENCE_EXACT_WINDOWS`; the repaired state must resolve to `TRAJECTORY_PRODUCER_OBSERVABILITY_REPAIR` and expose where that resolution came from. Naive baseline: old audit surface with only top-level `next_direction_source`, insufficient for step-path reconstruction.\n\n## Results\n`py_compile`: PASS.\n\nAudit result: `reference_ready=true`, `blockers=[]`, `next_direction_source=trajectory_state_applied_seed`, `next_cycle_policy=REAL_MARKET_TRANSFER_DIAGNOSTIC`.\n\n`trajectory_observability` emitted:\n\n| Field | Value |\n|---|---|\n| `seed_path` | `data/finance/seed.json` |\n| `trajectory_log_path` | `data/finance/trajectory_log.jsonl` |\n| `trajectory_state_path` | `data/finance/trajectory_state.json` |\n| `latest_diagnostic_path` | `data/finance/diagnostics/finance_recurrence_diagnostic_20260517_134619.json` |\n| `latest_log_cycle_ref` | `20260517_1348` |\n| `latest_log_executed` | `true` |\n| `latest_log_decision` | `REDESIGN` |\n| `latest_log_action_type` | `modify_seme` |\n| `latest_state_cycle_ts` | `20260517_1409` |\n| `latest_state_entry_cycle_ref` | `20260517_1348` |\n| `latest_state_status` | `applied` |\n| `resolved_next_direction_source` | `trajectory_state_applied_seed` |\n\nAssertion results:\n\n| ID | Status | Detail |\n|---|---|---|\n| `OBS_01` | PASS | Audit remains reference-ready with no blockers. |\n| `OBS_02` | PASS | Latest trajectory log is explicitly `20260517_1348`, executed, `REDESIGN`, `modify_seme`. |\n| `OBS_03` | PASS | Latest state is explicitly `20260517_1409`, status `applied`, entry cycle `20260517_1348`. |\n| `OBS_04` | PASS | Resolved next direction contains `TRAJECTORY_PRODUCER_OBSERVABILITY_REPAIR` and is not `SPY_LOCALITY_RECURRENCE_EXACT_WINDOWS`. |\n| `OBS_05` | PASS | Seed, log, state, and diagnostic paths are all emitted for machine review. |\n\n## Key Findings\n1. The stale-continuation hazard is repaired at the audit surface: `finance_reference_audit` now shows both the consumed log entry and the applied state that resolves the next direction.\n\n2. The recurrence branch remains closed. The latest diagnostic path is still the SPY recurrence artifact classified as `current_iid_partial`; no new market claim was created.\n\n3. The audit now separates `latest_log_cycle_ref=20260517_1348` from `latest_state_cycle_ts=20260517_1409`, making the producer path observable instead of implicit.\n\n4. `next_cycle_policy` remains `REAL_MARKET_TRANSFER_DIAGNOSTIC` because that policy comes from the current follow-up contract, but the resolved direction is now visibly sourced from applied seed state. This is a policy/direction distinction, not a market promotion.\n\n## Verdict\n**TRAJECTORY_OBSERVABILITY_REPAIRED, NON_MARKET.** The cycle answers the high-discrimination operational question positively: the audit can no longer hide whether the next direction came from pending trajectory, applied seed state, or stale log residue. No finance regime finding is promoted.\n\n## Bicono della scoperta\n- **Due radici**:\n  - Root 1: the consumed scientific branch (`20260517_1348`) rejected SPY recurrence and must not be relaunched silently.\n  - Root 2: the producer state (`20260517_1409`) applied a repaired trajectory, but audit output needed explicit path/state emission.\n- **Singolare**: The singular point is the boundary between trajectory log and trajectory state: without showing both, the system can confuse consumed direction with active direction.\n- **Invariante di passaggio**: Any reference audit after a falsifying cycle must expose seed path, trajectory log path, trajectory state path, latest diagnostic path, consumed cycle, applied state, and resolved direction source.\n- **Campo di possibilita'**: The next finance cycle can resume from an observable producer state; stale branch relaunch is now testable as a failed assertion rather than a hidden workflow drift.\n\n## Files\n- Report: `data/finance/reports/agent_20260517_1409.md`\n- Patched tool: `domains/finance/tools/finance_reference_audit.py`\n- Seed updated: `data/finance/seed.json`\n- State checked: `data/finance/trajectory_state.json`\n- Log checked: `data/finance/trajectory_log.jsonl`\n- Prior diagnostic: `data/finance/diagnostics/finance_recurrence_diagnostic_20260517_134619.json`\n","title":"Agent Report - Trajectory Producer Observability Repair","verdict":"TRAJECTORY_OBSERVABILITY_REPAIRED, NON_MARKET.** The cycle answers the high-discrimination operational question positively: the audit can no longer hide whether the next direction came from pending tr","bicono":{"roots":"- Root 1: the consumed scientific branch (`20260517_1348`) rejected SPY recurrence and must not be relaunched silently.\n  - Root 2: the producer state (`20260517_1409`) applied a repaired trajectory, but audit output needed explicit path/state emission.","singular":"The singular point is the boundary between trajectory log and trajectory state: without showing both, the system can confuse consumed direction with active direction.","invariant":"Any reference audit after a falsifying cycle must expose seed path, trajectory log path, trajectory state path, latest diagnostic path, consumed cycle, applied state, and resolved direction source.","field":"The next finance cycle can resume from an observable producer state; stale branch relaunch is now testable as a failed assertion rather than a hidden workflow drift."},"size":6645,"mtime":"2026-05-17T14:11:22.494228+00:00"}