/report-quality
Purpose
/report-quality 是最终综合与质量门。
它先把前面阶段整合成 memo synthesis,再检查报告是否结构完整、证据清楚、风险充分、语言克制,并产出最终 report.html。
它可以整合、轻微改写和整理表达。
它可以给出有证据、有逻辑、有风险和证伪条件的候选公司推荐。
它不能新增无证据研究结论,不能补造证据,不能把弱证据写成强结论,不能输出直接交易指令。
它还负责把最终报告改成可读、可审计、可点击验证的 Dense Calm + ECharts 风格研报:中文标签、点击式脚注引用、术语解释、产业链分层说明、公司解释卡、紧凑表格、ECharts SVG 图表。
Learning-first report standard
最终报告要像一份能教新人入门的深度研究文档,而不是黑话摘要。
必须做到:
- 先用一段“人话版结论”解释主题:这家公司 / 行业到底做什么、钱从哪里来、为什么市场关心。
- 每个关键专业词第一次出现时,用一句中文解释“它是什么、为什么影响本报告、怎么验证”。
- 每个英文 finance / technology label 都要中文化或解释,例如
Forward PE、SerDes、custom ASIC、CXL。
- 公司报告必须有数据最小集:收入与分部、毛利率、经营利润或 non-GAAP 口径说明、现金流、现金 / 债务、市场值或流动性、估值倍数、指引、客户集中度、关键事件日期。
- 如果讨论估值或公司优先级,必须尽量给 peer / comparable baseline;缺失时显式写成 Evidence Gap,不能装作已经比较过。
- 必须有“正方研究观点”和“反方研究观点”两侧:各自写清成立条件、数据证据、关键假设、最容易错在哪里。
- 最终结论只能写研究含义和需要继续验证的条件;不能写买卖指令、目标价或仓位动作。
- 每个图表都要回答一个读者问题;每张表都要说明它教会读者什么。
Bundled files
- Templates:
templates/memo-synthesis.md
templates/thesis-card.md
templates/company-card.md
templates/report-quality.md
templates/report-source.md
templates/report.html
- Resources:
resources/report-visual-system.md
resources/citation-system.md
Read report-visual-system.md before building final report.html.
Read citation-system.md before converting Source Registry ids into final citations.
Authoritative source-quality rules
For full collection installs, use ../alpha-research/resources/research-tool-stack.md as the authoritative source for:
- Source Confidence Tier.
- Minimum acceptable evidence by research object.
- Market coverage caveat.
- Quality ceiling rules.
/report-quality must execute the hard source gate and quality ceiling rules.
Inputs
最好包含:
- Research Brief.
- Source Map.
- Chain Trace.
- Thesis Audit.
如果缺少关键阶段,必须在质量门里标记。
Memo synthesis responsibility
There is no standalone user-facing memo skill.
Before the final quality gate, synthesize prior artifacts into an internal memo outline using templates/memo-synthesis.md when the case is complex.
This synthesis should cover:
- One-line thesis.
- Research question.
- Source quality summary.
- Trend reality check.
- Chain trace summary and layer explainer cards.
- Chokepoint ranking.
- Company map and company / technology explainer cards.
- Data pack: minimum company / industry / commodity numbers needed to support the report.
- Beginner teaching plan: jargon to explain, concepts to teach, and likely reader misconceptions.
- Balanced research view: positive case, negative case, and evidence needed to decide between them.
- Thesis Audit summary: evidence audit, source gaps, and bear-case findings.
- Supported vs hype.
- Catalysts.
- Kill criteria.
- Glossary candidates.
- Research grade.
Memo synthesis is an internal drafting step, not a separate final artifact unless the user asks to save it. Use the thesis/company card templates only when they make the final report easier to audit.
Hard source gate
Before producing final report.html, check Source Gate status and re-run the practical checks below.
Do not trust a previous PASS if the final draft reveals missing URLs, local-file citations, web-search-only facts, missing financial data, or missing social/OpenCLI narrative capture in anti-hype mode.
If Source Gate is missing or FAIL:
- Do not produce a polished final report.
- Produce only the Quality Gate Report with status
BLOCKED — Source Gate Failed.
- List exact missing sources and citations.
- Recommend returning to
/source-map and /alpha-research internal source resources (tool-install-sources.md and resources/data-providers/*.md).
- If user permission is needed for API key, login, subscription, browser session, code execution, scripts, or dependency installation, ask for that permission explicitly.
Do not downgrade-and-continue. Hard gate failure blocks final report generation.
Additional hard blocks for final HTML:
- Any key Fact has only a web-search result, synthesized search answer, or news snippet.
- Company ranking / valuation / liquidity discussion lacks a financial baseline from yfinance, a-stock-data, Funda, TradingView, official filings, exchange data, or a documented manual equivalent.
- Anti-hype mode claims narrative origin/crowding but no social/narrative source was captured through OpenCLI/browser/social source/manual original URL. If OpenCLI or browser access requires approval and approval was not given, mark the channel blocked and stop.
- Any key citation points to a local file instead of the original source URL.
- Any bibliography entry for a key Fact is not clickable.
- A tweet/social source lacks handle, timestamp, and original post URL/profile URL and is used beyond narrative context.
- A figure uses data without source ids in the caption.
Quality checks
检查:
- Structure completeness.
- Source map presence.
- Required channel status for relevant sources.
- Source confidence tier and provenance for key Facts.
- Source freshness for time-sensitive claims.
- Citation ids and clickable/previewable URLs or stable locators for key Facts.
- Market coverage: sources match US / HK / A-share / China macro / global scope.
- Thesis Audit presence.
- Fact / Inference / Assumption / Rumor separation.
- Evidence gaps.
- Chain trace clarity and layered explanation.
- A newcomer can understand the business / technology / commodity mechanism after reading.
- Company / technology explainer cards for important names.
- Glossary for specialist terms and English finance labels.
- No unexplained jargon clusters; every paragraph with specialist terms includes plain-language explanation nearby.
- Data density adequate for the object: company, industry, commodity, or narrative.
- Company reports include the minimum data pack: revenue/segment, margin, cash flow, cash/debt, valuation/liquidity, guidance, customer concentration, and source dates where available.
- Peer / comparable baseline present when valuation, ranking, or company priority is discussed; missing peer data is an explicit Evidence Gap.
- Positive and negative research views both present, each with data, assumptions, and falsification conditions.
- Chokepoint vs concept-only distinction clear.
- Bear case strength.
- Market-structure risks checked when relevant: liquidity, correlation/sympathy, estimate revisions, crowding.
- Commodity data panel included when the topic is gold, oil, gas, metals, agriculture, or commodity-linked macro.
- Commodity claims have official/recognized supply-demand, inventory, curve, positioning, and macro sources as material.
- Aggregator / wrapper outputs reconciled to original sources for key Facts.
- Kill criteria.
- Catalysts.
- Candidate/company recommendations are backed by citations, logic, risks, counterarguments, and failure criteria.
- No direct trading signals.
- No return promises.
- No target price or position sizing.
- No promotional stock-pitch language.
- Risk note and disclaimer.
- Clickable inline citations and clickable bibliography entries.
- No local-file citations for external Facts.
- Data-provider / OpenCLI / browser/manual acquisition status is visible when relevant.
- Final HTML uses Dense Calm + ECharts style: high information density, calm surface, few lines, no side rail, and no chart wall.
- Visualizable chains, rankings, timelines, or data comparisons use meaningful tables plus ECharts SVG figures.
- No ASCII /
<pre> supply-chain diagrams in the final report.
- ECharts CDN is the default and only external report-rendering dependency; charts use SVG renderer and fallback text.
- No package manager, vendored runtime, React/Vue/Tailwind/DataTables/Mermaid/report UI kit.
Quality Grade
This is report quality, not investment rating.
- A: publishable as research memo.
- B: usable, but has evidence gaps.
- C: needs more source work.
- D: not acceptable; mostly narrative.
Quality ceiling rules
Apply the ceiling rules from research-tool-stack.md.
Key examples:
- If any relevant required channel is
Missing, Quality Grade cannot exceed B.
- If filing / disclosure access is missing for company research, Quality Grade cannot exceed C.
- If financial data is missing for company research, Quality Grade cannot exceed C.
- If academic / technical search is missing for technology, material, biotech, semiconductor, or engineering-heavy topics, Quality Grade cannot exceed C.
- If social / narrative search is missing for anti-hype mode, Quality Grade cannot exceed B.
- If commodity-specific official/recognized data is missing for commodity balance claims, Quality Grade cannot exceed C.
- If futures curve or positioning data is missing when curve/crowding is central, Quality Grade cannot exceed B.
- If commodity-linked company recommendations lack filings/IR/financial baseline, Quality Grade cannot exceed C.
- If market-specific official sources are not checked for the target market, Quality Grade cannot exceed C.
- If most key claims rely on news or social sources without primary confirmation, Quality Grade should be D.
- If source provenance is unclear for key Facts, Quality Grade cannot exceed C.
- If key Facts do not have citation ids linked to URLs or stable locators, Quality Grade cannot exceed C and final HTML must be blocked when those Facts drive conclusions.
- If citations are not clickable in final HTML, Quality Grade cannot exceed C and final HTML should be revised before delivery.
- If a local file is cited as proof for an external Fact, Quality Grade cannot exceed C and the source must be replaced with the original URL before final delivery.
- If a wrapper or aggregator is cited without original source provenance for key Facts, Quality Grade cannot exceed C.
- If signal, flow, hot-tag, chart, or social data is used as proof of fundamentals, Quality Grade should be D.
- If anti-hype mode lacks OpenCLI/browser/social/manual original-source capture for narrative origin when material, Quality Grade cannot exceed C and final HTML should be blocked for narrative-origin claims.
- If company or candidate ranking lacks financial data from a suitable provider or official/manual equivalent, Quality Grade cannot exceed C.
- If liquidity, correlation/sympathy, and estimate-revision risks are material but not checked, Quality Grade cannot exceed B.
- If a company report lacks the minimum data pack and still discusses valuation, ranking, or company priority, Quality Grade cannot exceed C.
- If peer / comparable baseline is missing while peer valuation or relative attractiveness is discussed, Quality Grade cannot exceed B.
- If the final report is jargon-heavy and does not teach the key terms in plain Chinese, Quality Grade cannot exceed B.
- If the final report lacks a positive/negative research view matrix, Quality Grade cannot exceed B.
- If a visually complex report uses only tables and ASCII diagrams while data supports figures, Quality Grade cannot exceed B.
- If the final report has no glossary for technical/English terms in an industry-heavy topic, Quality Grade cannot exceed B.
Output
If hard source gate PASS, produce:
- Quality Gate Report.
- Optional Markdown source artifact (
report-source.md) if helpful.
- Final professional HTML report (
report.html).
If hard source gate FAIL, produce:
- Quality Gate Report with
BLOCKED — Source Gate Failed.
- Missing Source Acquisition Plan.
- Next Skill Recommendation.
Do not produce final HTML when blocked.
Use templates/memo-synthesis.md for internal synthesis when helpful.
Use templates/thesis-card.md and templates/company-card.md for optional internal synthesis cards.
Use templates/report-quality.md for the quality gate.
Use templates/report-source.md for an optional Markdown source artifact.
Use templates/report.html for the final HTML report.
When producing the optional Markdown source artifact, convert Source Registry ids [S1] into Markdown footnotes [^S1] and include a ## References section. Each footnote must include source title, publisher, date/period, and URL/stable locator. The final deliverable remains report.html.
For the final HTML report:
- Convert
[S1] to clickable inline citations: <sup class="cite"><a href="#S1">S1</a></sup>.
- Build a clickable bibliography with
<li id="S1"><a href="original-url" target="_blank" rel="noopener noreferrer">source title</a> ...</li>.
- Use source titles, not generic “链接”.
- If the source is X/Twitter, link
@handle and the post URL when available.
- Use local artifact links only for process context, not as final proof for external Facts.
- Replace ASCII chain diagrams with ECharts SVG-rendered figures following
resources/report-visual-system.md.
- Use compact tables for most data-heavy explanations.
- Include a beginner-readable explanation before or next to technical/financial tables.
- Include positive and negative research views with the evidence that would make each side stronger.
- Include source ids for every data-driven table or figure.
Next Skill Recommendation
Use short format:
## Next Skill Recommendation
- Recommended next skill:
- Why:
- Handoff input:
- Topic:
- Research object:
- Market scope:
- Key unknowns:
- Stop / continue recommendation:
Default next skill:
- If Source Gate is FAIL: return to
/source-map and /alpha-research internal source resources.
- If Source Gate PASS and Quality Grade is A or B: stop, or update later when new evidence appears.
- If Source Gate PASS and Quality Grade is C or D: return to
/source-map or /thesis-audit.
Guardrails
- Do not add new claims that are not present in prior research artifacts.
- Do not produce a final report when Source Gate is missing or FAIL.
- Do not hide weak evidence with polished prose.
- Do not ignore quality ceiling rules.
- Do not convert research grade into a direct trade instruction.
- Do not include buy/sell commands, target prices, position sizing, or return guarantees.
- Do not recommend a candidate/company without source-gated evidence, clear logic, risks, counterarguments, and failure criteria.
- Do not generate JavaScript beyond the minimal ECharts initialization needed for report charts.
- Do not add external dependencies beyond Apache ECharts CDN unless the user explicitly approves.
- Do not use ASCII /
<pre> diagrams for supply chains, timelines, or rankings in the final report.
- Do not cite local files as proof for external data.
- Do not leave citations non-clickable.
- Do not let polished prose hide that a claim came from a wrapper, aggregator, chart, flow metric, or social source.
- Do not leave unexplained labels such as Company, Ticker, Anti-hype, Strength, Fact, Inference, Assumption, or Rumor in a Chinese report; translate or explain them.
- Do not stack specialist terms without teaching them. If a term is important enough to use, it is important enough to explain.