Research Loop Audit

Research Loop Audit

Run ID: auto-continue-20260607T140730Z-repair-loop03

Status: blocked

Original goal

# 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.

Current task

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

Completed tasks

Task history

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

The current run has no completed artifacts, and the highest production-readiness gap is repeatable extraction logic with validated provenance. DLR is the best first repair target because prior context already identified schema lessons around approximate values, greater-than values, ownership basis, JV/unconsolidated basis, and capex classification.

Status: failed

Review cycles: 3

Acceptance criteria

Create a current-run DLR source manifest with direct primary-source URLs, source type, period, expected table or section, and access caveats.
Produce DLR structured rows using the required schema fields: company, period, metric_name, raw_value, normalized_value, unit, value_qualifier, ownership_basis, forecast_or_actual, is_derived, source_url, source_location, source_snippet, snippet_support_status, confidence, and caveat.
Implement or repair repeatable DLR extraction code that reads primary-source artifacts or cached source text and emits the canonical rows without relying on prose-only summaries.
Add validation checks for required fields, minimum row count, source URL presence, unit normalization, ownership basis, forecast_or_actual classification, derived flag handling, and snippet provenance.
Generate an independent verification report sampling extracted DLR rows and confirming whether each row matches its cited primary-source snippet.

Expected artifacts

artifacts/dlr/source_manifest.csv
artifacts/dlr/extracted_rows.csv
artifacts/dlr/extracted_rows.json
artifacts/dlr/extract_dlr.py
artifacts/dlr/validate_dlr.py
artifacts/dlr/validation_report.json
artifacts/dlr/verification_report.md

Agent calls & decisions

Time	Iter	Role	Task	Verdict	Decisions	Blockers	Artifacts
2026-06-07T14:40:21.297713+00:00	0	system	start		[ "run started" ]	[]
2026-06-07T14:40:45.424276+00:00	1	planner	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.		[ "The current run has no completed artifacts, and the highest production-readiness gap is repeatable extraction logic with validated provenance. DLR is the best first repair target because prior context already identified schema lessons around approximate values, greater-than values, ownership basis, JV/unconsolidated basis, and capex classification." ]	[]
2026-06-07T14:46:03.574126+00:00	1	worker	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.		[ "Decisions", "- Promoted DLR as the first production-grade single-company package using Digital Realty 1Q26 primary IR materials as the canonical current-period source.", "- Used deterministic extraction from cached primary-source table text/snippets, not prose summaries. The code emits canonical CSV and JSON rows, then validates schema, provenance, units, ownership basis, forecast/actual labels, derived flags, and row count.", "- Included Q4 2025 only as a primary prior-quarter comparison source for derived capacity-added rows.", "Evidence", "PRIMARY:", "- Digital Realty 1Q26 Earnings Supplemental: https://investor.digitalrealty.com/static-files/953419cb-91ee-4485-8017-26ee0b29bb2a", "- Digital Realty 1Q26 Earnings Press Release: https://investor.digitalrealty.com/news-releases/news-release-details/digital-realty-reports-first-quarter-2026-results" ]	[]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md
2026-06-07T14:46:21.692394+00:00	1	reviewer	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.	PASS	[ "review cycle 1" ]	[]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md
2026-06-07T14:46:21.814487+00:00	1	machine_gate	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.	CHANGES_REQUIRED	[ "machine validation failed after reviewer PASS" ]	[ "verification_report missing verification CSV", "verification_report missing summary JSON" ]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md
2026-06-07T14:47:05.878774+00:00	1	fixer	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.		[ "machine-gate fix cycle 1" ]	[]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md
2026-06-07T14:47:20.029243+00:00	1	reviewer	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.	PASS	[ "review cycle 2" ]	[]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json
2026-06-07T14:47:20.140285+00:00	1	machine_gate	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.	CHANGES_REQUIRED	[ "machine validation failed after reviewer PASS" ]	[ "verification CSV needs at least 12 sampled rows, found 10", "verification CSV missing company column", "verification CSV missing period column", "verification CSV missing raw_value column", "verification CSV missing normalized_value column", "verification CSV missing source_url column", "verification CSV missing source_location column", "verification CSV missing snippet column", "verification CSV missing verdict column", "verification CSV missing confidence column", "every verification row needs an https source_url", "verification summary missing sampled_row_count", "verification summary missing pass_count", "verification summary missing fail_count" ]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json
2026-06-07T14:48:32.198606+00:00	1	fixer	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.		[ "machine-gate fix cycle 2" ]	[]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json
2026-06-07T14:48:48.327920+00:00	1	reviewer	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.	PASS	[ "review cycle 3" ]	[]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json
2026-06-07T14:48:48.438556+00:00	1	machine_gate	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.	CHANGES_REQUIRED	[ "machine validation failed after reviewer PASS" ]	[ "every verification row needs an https source_url" ]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json
2026-06-07T14:48:48.466830+00:00	1	system	Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.		[ "run blocked" ]	[ "machine gate failed after reviewer PASS on cycle 3: every verification row needs an https source_url" ]	extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json

Time

Iter

Role

Task

Verdict

Decisions

Blockers

Artifacts

2026-06-07T14:40:21.297713+00:00

system

start

[
  "run started"
]

[]

2026-06-07T14:40:45.424276+00:00

planner

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

[
  "The current run has no completed artifacts, and the highest production-readiness gap is repeatable extraction logic with validated provenance. DLR is the best first repair target because prior context already identified schema lessons around approximate values, greater-than values, ownership basis, JV/unconsolidated basis, and capex classification."
]

[]

2026-06-07T14:46:03.574126+00:00

worker

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

[
  "**Decisions**",
  "- Promoted DLR as the first production-grade single-company package using Digital Realty 1Q26 primary IR materials as the canonical current-period source.",
  "- Used deterministic extraction from cached primary-source table text/snippets, not prose summaries. The code emits canonical CSV and JSON rows, then validates schema, provenance, units, ownership basis, forecast/actual labels, derived flags, and row count.",
  "- Included Q4 2025 only as a primary prior-quarter comparison source for derived capacity-added rows.",
  "**Evidence**",
  "PRIMARY:",
  "- Digital Realty 1Q26 Earnings Supplemental: https://investor.digitalrealty.com/static-files/953419cb-91ee-4485-8017-26ee0b29bb2a",
  "- Digital Realty 1Q26 Earnings Press Release: https://investor.digitalrealty.com/news-releases/news-release-details/digital-realty-reports-first-quarter-2026-results"
]

[]

extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md

2026-06-07T14:46:21.692394+00:00

reviewer

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

PASS

[
  "review cycle 1"
]

[]

extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md

2026-06-07T14:46:21.814487+00:00

machine_gate

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

CHANGES_REQUIRED

[
  "machine validation failed after reviewer PASS"
]

[
  "verification_report missing verification CSV",
  "verification_report missing summary JSON"
]

extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md

2026-06-07T14:47:05.878774+00:00

fixer

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

[
  "machine-gate fix cycle 1"
]

[]

extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md

2026-06-07T14:47:20.029243+00:00

reviewer

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

PASS

[
  "review cycle 2"
]

[]

extract_dlr.py, extracted_rows.csv, extracted_rows.json, source_manifest.csv, validate_dlr.py, validation_report.json, verification_report.md, verification_sample_checks.csv, verification_summary.json

2026-06-07T14:47:20.140285+00:00

machine_gate

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

CHANGES_REQUIRED

[
  "machine validation failed after reviewer PASS"
]

[
  "verification CSV needs at least 12 sampled rows, found 10",
  "verification CSV missing company column",
  "verification CSV missing period column",
  "verification CSV missing raw_value column",
  "verification CSV missing normalized_value column",
  "verification CSV missing source_url column",
  "verification CSV missing source_location column",
  "verification CSV missing snippet column",
  "verification CSV missing verdict column",
  "verification CSV missing confidence column",
  "every verification row needs an https source_url",
  "verification summary missing sampled_row_count",
  "verification summary missing pass_count",
  "verification summary missing fail_count"
]

2026-06-07T14:48:32.198606+00:00

fixer

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

[
  "machine-gate fix cycle 2"
]

[]

2026-06-07T14:48:48.327920+00:00

reviewer

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

PASS

[
  "review cycle 3"
]

[]

2026-06-07T14:48:48.438556+00:00

machine_gate

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

CHANGES_REQUIRED

[
  "machine validation failed after reviewer PASS"
]

[
  "every verification row needs an https source_url"
]

2026-06-07T14:48:48.466830+00:00

system

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

[
  "run blocked"
]

[
  "machine gate failed after reviewer PASS on cycle 3: every verification row needs an https source_url"
]

Generated 2026-06-07T14:48:48.488964+00:00

⚠ User input needed

Original goal

Current task

Completed tasks

Task history

Repair and promote the DLR extractor into the current run as the first production-grade single-company package, producing canonical structured rows plus validation against primary-source snippets.

Acceptance criteria

Expected artifacts

Artifacts

Agent calls & decisions