holdings-deploy NO_AGENT P2 risk=HIGH

1. 做什麼 / 2. 為什麼存在

holdings-deploy：部署持股健檢 HTML 到 Cloudflare Pages。

3. Schedule / Mode

mode=NO_AGENT state=scheduled enabled=1
schedule=10 21 * * 1-5
next_run=2026-08-24T21:10:00 last_run=2026-08-21T21:11:44
deliver=local model=— provider=—

4. Implementation

script=/Users/exion/.hermes/scripts/deploy-holdings-report.py
monitor_script=— monitor_url=—
skills=[]
workdir=—

5. Effective instruction sources

prompt_sha256=077588a2d868198c… chars=592
skill_files={}

執行 /Users/exion/.hermes/scripts/deploy-holdings-report.py。這是 21:10 holdings deploy reliability owner：只在同日 upstream freshness/completeness、data_as_of、法人/融資來源、commentary/HTML artifact、Cloudflare artifact hash、Notification Event Registry claim 與 Telegram API success/dedup marker 全部通過時寫入 ~/.hermes/data/holdings_deploy_markers/YYYY-MM-DD.json 的 DEPLOY_SUCCESS。scheduler exit code 0 本身不代表成功；不得自行把缺資料、短報告或 notification failed 當成功。優先重用 17:30 authoritative institutional data，只有 stale/missing 才 fallback，且 marker 必須記錄 fallback。same-day 已驗證成功時直接 dedupe，不重抓、不重送。禁止任何下單、production trading 或 auto-order。…

6. Actual rules / thresholds

rule	value	source
CLOUDFLARE_DIR	~/cloudflare-pages/holdings	CODE_STATIC @deploy-holdings-report.py:25
DAILY_CHECK	~/.hermes/scripts/holdings_daily_check.py	CODE_STATIC @deploy-holdings-report.py:26
COMMENTARY_SCRIPT	~/.hermes/scripts/holdings_llm_commentary.py	CODE_STATIC @deploy-holdings-report.py:27
HTML_SCRIPT	~/.hermes/scripts/holdings_html_v7.py	CODE_STATIC @deploy-holdings-report.py:28
KEYCHAIN_LABEL	cloudflare-pages	CODE_STATIC @deploy-holdings-report.py:29
KEYCHAIN_SERVICE	cloudflare.com	CODE_STATIC @deploy-holdings-report.py:30
PROJECT	kenjibot-pages	CODE_STATIC @deploy-holdings-report.py:31
RETENTION_DAYS	7	CODE_STATIC @deploy-holdings-report.py:32
MARKER_DIR	~/.hermes/data/holdings_deploy_markers	CODE_STATIC @deploy-holdings-report.py:33
REGISTRY_CONSUMER	holdings_deploy	CODE_STATIC @deploy-holdings-report.py:34
REGISTRY_GROUP	holdings-report	CODE_STATIC @deploy-holdings-report.py:35

7/8. Inputs & Outputs (resources)

kind	name	access
SUBPROCESS	security	execute
SUBPROCESS	grep	execute
SUBPROCESS	curl	execute

9/10. Upstream / Downstream

Upstream: 持股每日健康檢查、處置股票狀態查詢、shioaji-holdings-sync、Discovery FORMAL Fundamental Dingmao Review、Intraday Holdings Risk Owner、早盤風向-0945、持股同步觀察清單、盤中13:00帶量長紅K掃描、三大法人買賣超每日更新、個股融資資料爬取
Downstream: 層零市場風險過濾器、盤後市場宏觀報告、每日帳戶資產記錄、Shioaji每日股價抓取
Transitive downstream (3): 週日長紅K回測報告（現行規則：停損+20MA停利） (68ea49353330)、盤中持股即時快照1300 (d94622a2d6b8)、Legacy 13:02 Integrated Shadow Comparison (d03be33d1781)

Edges (typed evidence)

type	hard?	from	to	resource	origin	conf	evidence
CODE	soft	holdings-deploy	層零市場風險過濾器	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	holdings-deploy	盤後市場宏觀報告	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	Discovery FORMAL Fundamental Dingmao Review	holdings-deploy	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	Intraday Holdings Risk Owner	holdings-deploy	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	holdings-deploy	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	holdings-deploy	每日帳戶資產記錄	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	holdings-deploy	Shioaji每日股價抓取	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	持股每日健康檢查	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	處置股票狀態查詢	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	shioaji-holdings-sync	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	早盤風向-0945	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	持股同步觀察清單	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	盤中13:00帶量長紅K掃描	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	三大法人買賣超每日更新	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	個股融資資料爬取	holdings-deploy	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'

11. Shared resources

12. Recent executions

failure_streak=0
last_error=Script exited with code 2 stdout: [21:10:52] === 持股健檢管線 === [21:10:52] Step 0/4: Running daily check... [21:11:44] REPORT_INCOMPLETE: HOLDINGS_INSTITUTIONAL_INCOMPLETE
delivery_error=—

14. Drift history

2026-08-23T09:28 JOB_ADDED job 565388a61453 appeared (holdings-deploy)
2026-08-23T08:42 JOB_ADDED job 565388a61453 appeared (holdings-deploy)
2026-08-23T08:41 JOB_ADDED job 565388a61453 appeared (holdings-deploy)
2026-08-23T08:36 JOB_ADDED job 565388a61453 appeared (holdings-deploy)
2026-08-23T08:17 JOB_ADDED job 565388a61453 appeared (holdings-deploy)
2026-08-23T08:17 JOB_ADDED job 565388a61453 appeared (holdings-deploy)

16. Impact / change risk

change_risk=HIGH