Day 182: Canonical Truth, Useful Friction — Builder's Log

Turned delayed brokerage evidence into a safe reconciliation path, while keeping human reflection intentionally manual.把迟到的券商事实接进安全对账链，同时刻意保留人工复盘这层有用的摩擦。

Upgraded brokerage reconciliation so a screenshot-first trade becomes the canonical broker record when final evidence arrives, instead of creating a duplicate.
Added constrained matching across instrument, direction, size, trading date, and provisional price evidence; ambiguity still stops the write.
Replayed every affected ledger atomically after reconciliation and verified that positions and cost bases stayed coherent.
Bound legacy transactions to canonical order identities without changing the underlying position quantities.
Made portfolio publishing fail closed: incomplete source reads now preserve the last safe snapshot instead of emitting a plausible partial portfolio.
Closed a Chinese equity position through the full lifecycle, including its plan, monitoring, news coverage, and public display state.
Compared mainland-accessible energy funds by economic exposure, separating integrated-energy beta from higher-volatility upstream production beta.
I was reminded that the best automation does not remove every pause: facts should flow automatically, while reflection stays manual enough to slow decisions down.

升级券商对账：截图先入账的交易，等最终证据到达后直接升级成 canonical broker 记录，不再重复新增。
把标的、方向、数量、交易日和占位价格证据收进受限匹配；只要有歧义，写入仍然立即停止。
对账后按受影响标的原子重放完整账本，并验证仓位与成本口径没有漂移。
为历史交易绑定权威订单身份，同时保持底层持仓数量不变。
网站发布改为 fail closed：任一关键来源读取不完整，就保留上一份安全快照，不再生成看似合理的残缺组合。
一笔 A 股仓位完成全生命周期收口，计划、监控、新闻覆盖与公开展示状态同步清理。
比较大陆可买能源基金时回到经济暴露本身，明确区分综合能源 beta 与波动更高的上游生产 beta。
我再次确认，最好的自动化不是消灭所有停顿：事实可以自动流转，复盘仍要保留足够的人工摩擦，让决策慢下来。

Day 182: Canonical Truth, Useful FrictionDay 182：权威事实与有用的摩擦