Auto Continue Supervisor

[
  {
    "task": "Build ORCL production source_manifest.csv and extractor.py, then emit forecast_vintage.csv from primary SEC/IR sources across \u22658 as-of quarters (FY2024\u2013FY2026). Map quarterly capex guidance, data-center lease commitments, and capex actuals into the canonical vintage schema (as_of_period \u00d7 target_period \u00d7 normalized_gw) with explicit GW-proxy caveats \u2014 Oracle does not disclose direct MW. Use copied context from strategic10-orcl-001 (orcl_source_inventory.csv, orcl_core_evidence_rows.csv) and next3-task2-source-manifest ORCL rows as seeds; do not reuse DLR/EQIX fallback artifacts currently polluting goal_progress.",
    "why_this_now": "goal_progress.json sets next_priority_ticker=ORCL with 0/17 companies complete and 20% investment confidence. ORCL\u2019s only existing \u2018artifacts\u2019 are bogus fallbacks (DLR source_manifest, EQIX capacity_timeseries). forecast_vintage.csv is missing for all 17 companies and is the core north-star metric (quarter-by-quarter forecast revision tracking). No machine-gate failure blocks this run (blocked_reason=null). Building ORCL manifest + extractor + vintage panel is the first correct step in the mandated pipeline (manifest \u2192 extractor \u2192 vintage \u2192 timeseries \u2192 chart \u2192 validator) for priority-1 company.",
    "verdict": "PASS",
    "artifacts": [
      "extractor.py",
      "forecast_vintage.csv",
      "production/ORCL/extractor.py",
      "production/ORCL/forecast_vintage.csv",
      "production/ORCL/source_manifest.csv",
      "source_manifest.csv"
    ]
  }
]

completed one autopilot task

[
  {
    "task": "Complete ORCL production gates: copy loop01 machine-gate PASS artifacts (source_manifest.csv, extractor.py, forecast_vintage.csv) into production/ORCL/, then derive capacity_timeseries.csv from the vintage panel (\u22658 fiscal quarters: FY2024-FQ4 through FY2026-FQ3), build company_gw_chart.html plotting capex-actual vs latest/original FY2026 capex-guidance vintages (USD billions proxy \u2014 normalized_gw blank per Oracle non-disclosure), and add validator.py enforcing schema, \u22658 quarter rows, https provenance, and snippet integrity. Do not use EQIX/DLR fallback rows.",
    "why_this_now": "goal_progress.json sets next_priority_ticker=ORCL (0/17 complete, 74.7% confidence). Loop01 passed machine gate with real ORCL manifest+extractor+vintage (16 rows, 8 as-of periods) but nothing is promoted to production/ORCL/; capacity_timeseries.csv is falsely credited via eqix_rows.csv fallback. No blocked_reason or machine-gate failure in loop02. Finishing ORCL's remaining pipeline steps (timeseries \u2192 chart \u2192 validator) is the highest-leverage path to the first complete company and unlocks the portfolio-aggregation gate.",
    "verdict": "PASS",
    "artifacts": [
      "capacity_timeseries.csv",
      "company_gw_chart.html",
      "extractor.py",
      "forecast_vintage.csv",
      "production/ORCL/build_timeseries.py",
      "production/ORCL/capacity_timeseries.csv",
      "production/ORCL/company_gw_chart.html",
      "production/ORCL/extractor.py",
      "production/ORCL/forecast_vintage.csv",
      "production/ORCL/source_manifest.csv",
      "production/ORCL/validator.py",
      "source_manifest.csv",
      "validator.py"
    ]
  }
]

completed one autopilot task

[
  {
    "task": "Complete MSFT production gates end-to-end: build production/MSFT/source_manifest.csv (\u22658 fiscal quarters FY2024-FQ4\u2013FY2026-FQ3 with MSFT SEC 10-Q/10-K + IR earnings URLs), implement extractor.py to emit MSFT-specific forecast_vintage.csv (capex actuals + capex-guidance vintages from primary sources; normalized_gw blank per Microsoft non-disclosure), derive capacity_timeseries.csv and company_gw_chart.html (capex USD-bn proxy lines: actual vs latest vs original FY2026 guidance), and add validator.py enforcing schema, \u22658 quarter rows, https provenance, and snippet integrity. Do NOT promote ORCL loop02 or EQIX eqix_rows.csv fallbacks currently polluting goal_progress for MSFT.",
    "why_this_now": "goal_progress.json sets next_priority_ticker=MSFT (3/17 complete, 84.9% confidence, threshold 85%). production/MSFT/ is empty \u2014 all four credited CSV/HTML artifacts are cross-ticker fallbacks (ORCL source_manifest/forecast_vintage/company_gw_chart from loop02 + EQIX eqix_rows.csv for capacity_timeseries). Only ORCL has real on-disk production artifacts. No machine-gate failure blocks loop03 (blocked_reason=null). Finishing MSFT with the proven ORCL hyperscaler-capex-proxy pattern is the highest-leverage path to a second investment-grade company, raises portfolio confidence above 85%, and unlocks portfolio_gw_timeseries.csv aggregation once a third company is genuinely complete.",
    "verdict": "PASS",
    "artifacts": [
      "build_timeseries.py",
      "capacity_timeseries.csv",
      "company_gw_chart.html",
      "extractor.py",
      "forecast_vintage.csv",
      "production/MSFT/build_timeseries.py",
      "production/MSFT/capacity_timeseries.csv",
      "production/MSFT/company_gw_chart.html",
      "production/MSFT/extractor.py",
      "production/MSFT/forecast_vintage.csv",
      "production/MSFT/source_manifest.csv",
      "production/MSFT/validator.py",
      "source_manifest.csv",
      "validator.py"
    ]
  }
]

completed one autopilot task

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reviewer codex exec failed (exit 1): codex exited 1 but wrote no output to /home/dev/research_loop/runs/gw-forecast-production-001-loop04/agent_io/iter001_reviewer_c1/output.md
OpenAI Codex v0.137.0
--------
workdir: /home/dev
model: gpt-5.5
provider: openai
approval: never
sandbox: danger-full-access
reasoning effort: medium
reasoning summaries: none
session id: 019ea2fb-5593-7433-b45d-bfdc8d0a5bad
--------
user
You are the Reviewer agent. You verify work quality but do NOT fix issues.

## Your job

Review the **persisted artifact file contents** against the task acceptance criteria. Mechanical checks (file exists, tickers present, PRIMARY/SECONDARY labels) are already verified by the harness — focus on content quality.

## Output format

Start with exactly one of:

VERDICT: PASS

or

VERDICT: CHANGES_REQUIRED

If CHANGES_RE

[
  {
    "task": "Repair the failed prior child run `gw-forecast-production-001-loop04`.\n\nThe previous task was:\nComplete AMZN production pipeline: replace cross-ticker fallbacks (MSFT manifest/vintage/chart + EQIX timeseries) with real Amazon/AWS primary-source artifacts in production/AMZN/, following the proven ORCL/MSFT hyperscaler capex-proxy pattern (SEC 10-Q/10-K cash-flow capex actuals + earnings-call guidance vintages; normalized_gw blank with explicit caveat).\n\nFix the persisted artifacts from that prior run so the machine gate passes. Do not choose a new task.\nUse the copied context for `gw-forecast-production-001-loop04` and update the same expected artifact names.\n\nPrior child public URL:\nhttp://204.168.210.83:8130/research-loop/gw-forecast-production-001-loop04/index.html\n\nMachine-gate blockers to fix:\n- reviewer codex exec failed (exit 1): codex exited 1 but wrote no output to /home/dev/research_loop/runs/gw-forecast-production-001-loop04/agent_io/iter001_reviewer_c1/output.md\nOpenAI Codex v0.137.0\n--------\nworkdir: /home/dev\nmodel: gpt-5.5\nprovider: openai\napproval: never\nsandbox: danger-full-access\nreasoning effort: medium\nreasoning summaries: none\nsession id: 019ea2fb-5593-7433-b45d-bfdc8d0a5bad\n--------\nuser\nYou are the Reviewer agent. You verify work quality but do NOT fix issues.\n\n## Your job\n\nReview the **persisted artifact file contents** against the task acceptance criteria. Mechanical checks (file exists, tickers present, PRIMARY/SECONDARY labels) are already verified by the harness \u2014 focus on content quality.\n\n## Output format\n\nStart with exactly one of:\n\nVERDICT: PASS\n\nor\n\nVERDICT: CHANGES_REQUIRED\n\nIf CHANGES_RE\n\nPrior artifacts to inspect:\n- build_timeseries.py\n- capacity_timeseries.csv\n- company_gw_chart.html\n- extractor.py\n- forecast_vintage.csv\n- source_manifest.csv\n- validator.py\n",
    "why_this_now": "Explicit seed task provided on the command line.",
    "verdict": "PASS",
    "artifacts": [
      "build_timeseries.py",
      "capacity_timeseries.csv",
      "company_gw_chart.html",
      "extractor.py",
      "forecast_vintage.csv",
      "source_manifest.csv",
      "validator.py"
    ]
  }
]

completed one autopilot task

[]

reviewer failed after 3 cycle(s): `production/GOOGL/forecast_vintage.csv` stores numeric guidance values that are not supported by the cited row-level source snippets. Examples: FY2026-FQ1 `capex_guidance=185` cites the FY2026 Q1 10-Q qualitative MD&A snippet, not the earnings-call/webcast numeric revision; FY2025-FQ3 `capex_guidance=91` is hindsight-implied from later actual FY2025 capex, not a supported Q3 guidance vintage.; The extractor’s dedupe priority prefers SEC 10-Q qualitative rows over earnings-call/webcast numeric rows, so regeneration can preserve unsupported numeric guidance provenance instead of the primary source that actually contains the numeric guidance.; Several `capex_guidance` rows use qualitative SEC MD&A snippets while storing numeric USD values derived from other sources. That weakens production readiness because `source_url`, `source_location`, and `source_snippet` do not directly substantiate `raw_value`.; The FY2025-FQ3 guidance row appears to backfill a numeric estimate using later FY2025 actuals, which is not a valid as-of guidance vintage under the stated hyperscaler capex-proxy pattern.

[]

child started