Run ID: auto-continue-20260607T140730Z-repair-loop01
Status: blocked
machine gate failed after reviewer PASS on cycle 3: Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 211, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 207, in main write_rows(build_rows()) ^^^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py", line 167, in build_rows "caveat": values.get("pipeline_caveat", PIPELINE_CAVEATS[period]), ~~~~~~~~~~~~~~~~^^^^^^^^ KeyError: '1Q26' Traceback (most recent call last): File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 274, in <module> main() File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 267, in main checks = validate() ^^^^^^^^^^ File "/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py", line 256, in validate subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True) File "/usr/lib/python3.12/subprocess.py", line 571, in run raise CalledProcessError(retcode, process.args, subprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1.; verification CSV needs at least 12 sampled rows, found 5; verification CSV missing company column; verification CSV missing raw_value column; verification CSV missing normalized_value column; verification CSV missing verdict column; verification CSV missing confidence column; verification summary missing sampled_row_count; verification summary missing pass_count; verification summary missing fail_count
Public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T140730Z-repair-loop01/index.html
# Goal Build a sourceability map for a future "data-center forecast vs actual" dataset. The final dataset should track, quarter by quarter, what public companies forecasted about AI/data-center capacity and what they actually delivered. It should identify source URLs, extractable metrics, update cadence, caveats, and the best MVP company set. ## Target Companies ORCL, MSFT, AMZN, GOOGL, META, CoreWeave, DLR, EQIX, IRM, APLD, CORZ, IREN, WULF, CIFR, HUT, NBIS/Nebius, NVDA, Vertiv, Eaton. ## Metrics Of Interest - live capacity - capacity added this quarter - capacity under construction - future capacity / pipeline - secured power - lease commitments - cloud capacity commitments - capex actuals - capex guidance - RPO / backlog - revenue conversion - pre-leased percentage - expected commencement window ## Source Preference Primary: - SEC 10-Q / 10-K / 8-K - investor presentations - earnings press releases - earnings call transcripts - quarterly supplements - company IR pages Secondary discovery: - Data Center Dynamics - Data Center Frontier - The Buildout - SemiAnalysis - Structure Research Use secondary sources for discovery only unless they quote exact management statements.
Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets.
This repair-loop run has zero run-level artifacts and no completed tasks; all prior work lives only in copied _context. DLR already passes extractor, validator, and verification gates in context, but production readiness still fails because generalization is unproven and EQIX strategic artifacts use a non-canonical evidence schema. EQIX is the highest-signal second REIT per next_batch_plan and is the fastest bounded test of whether the DLR canonical row model and offline-extractor pattern generalize to quarterly supplement disclosure.
Status: failed
Review cycles: 3
| Time | Iter | Role | Task | Verdict | Decisions | Blockers | Artifacts |
|---|---|---|---|---|---|---|---|
| 2026-06-07T14:07:30.449969+00:00 | 0 | system | start | [ "run started" ] | [] | ||
| 2026-06-07T14:09:45.942928+00:00 | 1 | planner | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | [ "This repair-loop run has zero run-level artifacts and no completed tasks; all prior work lives only in copied _context. DLR already passes extractor, validator, and verification gates in context, but production readiness still fails because generalization is unproven and EQIX strategic artifacts use a non-canonical evidence schema. EQIX is the highest-signal second REIT per next_batch_plan and is the fastest bounded test of whether the DLR canonical row model and offline-extractor pattern generalize to quarterly supplement disclosure." ] | [] | ||
| 2026-06-07T14:16:18.764624+00:00 | 1 | worker | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | [ "## Decisions", "- **Quarter window:** 2Q24 through 1Q26 (latest reported quarter as of 2026-06-07), matching the DLR 8-quarter pattern.", "- **Primary source family:** EQIX quarterly **earnings release + financials PDFs** on `d1io3yog0oux5.cloudfront.net`, indexed from [Equinix financial results](https://investor.equinix.com/financial-information/financial-results).", "- **Metrics extracted:** `capex_actuals` (GAAP PP&E purchases, USD millions), `future_capacity_pipeline` (major-project counts; 1Q26 uses ~3 GW developable land-under-control from presentation), `revenue_conversion` (quarterly revenues, USD millions \u2192 billions).", "- **Schema:** DLR 16-field row grain with EQIX-specific `forecast_or_actual=actual_reported_quarter` for revenue; pipeline always `forecast_pipeline_estimate`.", "- **Exceptions:** 4Q25 quarterly capex from earnings presentation (release cash flow is Twelve Months Ended only); 1Q26 pipeline from presentation because the release omits a global major-project count.", "## Evidence", "**PRIMARY**" ] | [ "Artifact artifacts/validate_eqix_quarterly.py is too short (347 chars)" ] | eqix_rows.csv, eqix_source_manifest.csv, eqix_verification_report.md, extract_eqix_quarterly.py, validate_eqix_quarterly.py | |
| 2026-06-07T14:24:04.876057+00:00 | 1 | fixer | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | [ "mechanical fix pass 1" ] | [] | eqix_rows.csv, eqix_source_manifest.csv, eqix_verification_report.md, extract_eqix_quarterly.py, validate_eqix_quarterly.py | |
| 2026-06-07T14:24:27.130197+00:00 | 1 | reviewer | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | CHANGES_REQUIRED | [ "review cycle 1" ] | [ "`eqix_rows.csv` appears to misclassify 3Q25 `capex_actuals` as a quarterly actual. The row uses `(2,875)`, but the verification report itself cites `(2,875)` as \u201cNine Months Ended Sep 30 2025\u201d when deriving 4Q25. That means 3Q25 is likely cumulative 9M capex, not a standalone quarterly capex row.", "This creates quarter/basis inconsistency across 2025 capex rows. If 9M PP&E is 2,875 and 1Q25 is 750 while 2Q25 is 1,739, then 3Q25 quarterly PP&E would not be 2,875. The package therefore does not reliably satisfy \u201clatest eight quarters\u201d for `capex_actuals`.", "The validator does not catch cumulative-versus-quarterly capex misuse. It checks numeric formatting and schema, but not whether a \u201cThree Months Ended\u201d source location is actually supported for the cited 3Q25 value.", "4Q25 capex uses a presentation/fallback basis while most other capex rows use GAAP cash-flow PP&E purchases. That can be acceptable with caveats, but the package needs tighter reconciliation so the capex series is consistently quarterly and comparable." ] | eqix_rows.csv, eqix_source_manifest.csv, eqix_verification_report.md, extract_eqix_quarterly.py, validate_eqix_quarterly.py |
| 2026-06-07T14:29:41.177515+00:00 | 1 | fixer | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | [ "fix cycle 1" ] | [] | eqix_rows.csv, eqix_source_manifest.csv, eqix_verification_report.md, extract_eqix_quarterly.py, validate_eqix_quarterly.py | |
| 2026-06-07T14:29:59.252595+00:00 | 1 | reviewer | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | PASS | [ "review cycle 2" ] | [] | eqix_rows.csv, eqix_source_manifest.csv, eqix_verification_report.md, extract_eqix_quarterly.py, validate_eqix_quarterly.py |
| 2026-06-07T14:29:59.577758+00:00 | 1 | machine_gate | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | CHANGES_REQUIRED | [ "machine validation failed after reviewer PASS" ] | [ "Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last):\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 210, in <module>\n main()\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 206, in main\n write_rows(build_rows())\n ^^^^^^^^^^^^\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 145, in build_rows\n \"caveat\": values.get(\"capex_caveat\", CAPEX_CAVEATS[period]),\n ~~~~~~~~~~~~~^^^^^^^^\nKeyError: '4Q25'\nTraceback (most recent call last):\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 274, in <module>\n main()\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 267, in main\n checks = validate()\n ^^^^^^^^^^\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 256, in validate\n subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True)\n File \"/usr/lib/python3.12/subprocess.py\", line 571, in run\n raise CalledProcessError(retcode, process.args,\nsubprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1.", "verification_report missing verification CSV", "verification_report missing summary JSON" ] | eqix_rows.csv, eqix_source_manifest.csv, eqix_verification_report.md, extract_eqix_quarterly.py, validate_eqix_quarterly.py |
| 2026-06-07T14:32:15.612597+00:00 | 1 | fixer | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | [ "machine-gate fix cycle 2" ] | [] | eqix_rows.csv, eqix_source_manifest.csv, eqix_verification_report.md, extract_eqix_quarterly.py, validate_eqix_quarterly.py | |
| 2026-06-07T14:32:33.689082+00:00 | 1 | reviewer | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | PASS | [ "review cycle 3" ] | [] | eqix_rows.csv, eqix_source_manifest.csv, eqix_validation_summary.json, eqix_verification_report.md, eqix_verification_samples.csv, extract_eqix_quarterly.py, validate_eqix_quarterly.py |
| 2026-06-07T14:32:33.999783+00:00 | 1 | machine_gate | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | CHANGES_REQUIRED | [ "machine validation failed after reviewer PASS" ] | [ "Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last):\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 211, in <module>\n main()\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 207, in main\n write_rows(build_rows())\n ^^^^^^^^^^^^\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 167, in build_rows\n \"caveat\": values.get(\"pipeline_caveat\", PIPELINE_CAVEATS[period]),\n ~~~~~~~~~~~~~~~~^^^^^^^^\nKeyError: '1Q26'\nTraceback (most recent call last):\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 274, in <module>\n main()\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 267, in main\n checks = validate()\n ^^^^^^^^^^\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 256, in validate\n subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True)\n File \"/usr/lib/python3.12/subprocess.py\", line 571, in run\n raise CalledProcessError(retcode, process.args,\nsubprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1.", "verification CSV needs at least 12 sampled rows, found 5", "verification CSV missing company column", "verification CSV missing raw_value column", "verification CSV missing normalized_value column", "verification CSV missing verdict column", "verification CSV missing confidence column", "verification summary missing sampled_row_count", "verification summary missing pass_count", "verification summary missing fail_count" ] | eqix_rows.csv, eqix_source_manifest.csv, eqix_validation_summary.json, eqix_verification_report.md, eqix_verification_samples.csv, extract_eqix_quarterly.py, validate_eqix_quarterly.py |
| 2026-06-07T14:32:34.011299+00:00 | 1 | system | Build an EQIX quarterly-results production package for the latest eight quarters: create eqix_source_manifest.csv with one primary-source row per quarter (direct supplement/SEC URLs, source type, expected table/section, access caveats), implement extract_eqix_quarterly.py to emit canonical rows for capex_actuals, future_capacity_pipeline, and revenue_conversion using the DLR 16-field schema, generate eqix_rows.csv, add validate_eqix_quarterly.py (required fields, 8-quarter coverage, row counts, unit/basis separation, provenance), and write eqix_verification_report.md sampling at least three primary-source snippets. | [ "run blocked" ] | [ "machine gate failed after reviewer PASS on cycle 3: Validator artifacts/validate_eqix_quarterly.py exited 1: Traceback (most recent call last):\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 211, in <module>\n main()\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 207, in main\n write_rows(build_rows())\n ^^^^^^^^^^^^\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py\", line 167, in build_rows\n \"caveat\": values.get(\"pipeline_caveat\", PIPELINE_CAVEATS[period]),\n ~~~~~~~~~~~~~~~~^^^^^^^^\nKeyError: '1Q26'\nTraceback (most recent call last):\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 274, in <module>\n main()\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 267, in main\n checks = validate()\n ^^^^^^^^^^\n File \"/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/validate_eqix_quarterly.py\", line 256, in validate\n subprocess.run([sys.executable, str(EXTRACTOR)], cwd=BASE_DIR, check=True)\n File \"/usr/lib/python3.12/subprocess.py\", line 571, in run\n raise CalledProcessError(retcode, process.args,\nsubprocess.CalledProcessError: Command '['/usr/bin/python3', '/home/dev/research_loop/runs/auto-continue-20260607T140730Z-repair-loop01/artifacts/extract_eqix_quarterly.py']' returned non-zero exit status 1.; verification CSV needs at least 12 sampled rows, found 5; verification CSV missing company column; verification CSV missing raw_value column; verification CSV missing normalized_value column; verification CSV missing verdict column; verification CSV missing confidence column; verification summary missing sampled_row_count; verification summary missing pass_count; verification summary missing fail_count" ] | eqix_rows.csv, eqix_source_manifest.csv, eqix_validation_summary.json, eqix_verification_report.md, eqix_verification_samples.csv, extract_eqix_quarterly.py, validate_eqix_quarterly.py |
Generated 2026-06-07T14:32:34.024231+00:00