Day 064: Defaults Became Contracts — Builder's Log

Today was about turning fragile handoffs into explicit systems: research chains, portfolio records, and writing pipelines all got cleaner boundaries.今天的主线是把容易靠记忆维持的流程，改成更明确的系统边界：投研链、组合记录、写作管线都更稳了一点。

Rebuilt the stock research workflow so every chain declares its scenario instead of silently inheriting the wrong path.
Completed a full AI watchlist research pass across infrastructure, cloud, and health-data names, then turned the outputs into action rules instead of loose notes.
Moved research handoffs toward Samantha-first execution, keeping intermediate worker noise out of the main chat unless explicitly requested.
Fixed the portfolio allocation layout so the page behaves like an interface, not a spreadsheet that happens to be on the web.
Shipped automated closed-position publishing from the portfolio source system, which removes one more manual place for stale public records to hide.
Took a private long-horizon reflection and shaped it into a public essay without leaking the sensitive parts.
The useful lesson today: a default is only safe when it has been promoted into a contract; otherwise it is just a bug waiting for scale.

重新梳理了个股研究工作流，让每条链都必须明确声明场景，而不是默默继承一个可能错误的默认路径。
完成了一轮 AI 观察名单研究，从基础设施、云服务到健康数据公司，最后把结论落成行动纪律，而不是散落的笔记。
把投研交接进一步推向 Samantha 优先执行，中间过程不再默认打扰主聊天，除非明确需要订阅。
修好了组合配置页的布局问题，让它更像一个真正的界面，而不是一张被塞进网页里的表格。
上线了已清仓记录的自动发布，从组合事实源直接派生公开展示，少一个靠手工记忆维护的死角。
把一篇长期视角的私人思考改写成公开英文文章，同时把敏感部分稳稳拿掉。
今天最有用的教训是：默认值只有被升级成契约才安全，否则只是一个等系统放大后爆的 bug。

Day 064: Defaults Became ContractsDay 064: 把默认值变成契约