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daemon:signal_enrichment
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{"created_at":"2026-04-08T19:57:42.365 {"created_at":"2026-04-08T19:57:42.365437+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:0a41d5d3977de77b","evidence_event_ids":["evt_2b5c1d4e3880"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/823768/0001225208-26-004426.txt","as_of":"2026-04-08T19:57:42.365437+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/823768/0001225208-26-004426.txt","company":"WASTE MANAGEMENT INC","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/823768/0001225208-26-004426.txt","article_chars":1523,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_8441724603967b5a","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/823768/0001225208-26-004426.txt","content_type":"text/plain","enriched_at":"2026-04-08T23:14:03.905798+00:00","extraction_method":"heuristic","fetched_description":"","fetched_title":"","final_url":"https://www.sec.gov/Archives/edgar/data/823768/0001225208-26-004426.txt","html_truncated":false,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/823768/0001225208-26-004426.txt","source_event_id":"evt_2b5c1d4e3880","source_quality":"medium","status_code":200,"version":"signal_enrichment_v2"},"form_type":"4","fp":"cc62123dbaa3ab00","kind":"sec_filing","published_at":"20260407","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.72,"dates_mentioned":["2026-04-04","2026-04-07","2026-04-08T19:57:42.365437+00:00","1992-07-03"],"entities":[{"asset_class":"equity","name":"Waste Management Inc.","relevance":"high","symbol":"WM","type":"issuer"},{"asset_class":"person","name":"Varkey Johnson","relevance":"high","symbol":"","type":"reporting_owner"},{"asset_class":"person","name":"Courtney Tippy","relevance":"medium","symbol":"","type":"attorney_in_fact"},{"asset_class":"equity_compensation_plan","name":"Waste Management, Inc. 2014 Stock Incentive Plan","relevance":"medium","symbol":"","type":"plan"}],"event_type":"other","information_gaps":["What changed versus prior known state is not provided in the signal text (no prior filing details included).","The filing text excerpt does not explicitly state whether the transaction was a sale, purchase, or other disposition beyond the phrase \"Settlement of restricted share award.\"","The excerpt includes numeric fields (e.g., 192.0000, 233.9350, 9100.7856) but does not label them with field names (e.g., shares vs. price vs. total value), so exact interpretation is uncertain."],"key_facts":["SEC filing type: Form 4.","Issuer: Waste Management Inc.","Reporting owner: Varkey Johnson (SVP-Chief Information Officer).","Conformed period of report: 2026-04-04.","Filed as of date: 2026-04-07.","Transaction description includes: \"Settlement of restricted share award granted under Waste Management, Inc. 2014 Stock Incentive Plan.\"","Attorney-in-fact listed: Courtney Tippy."],"numeric_claims":[{"label":"Conformed period of report","value":"20260404"},{"label":"Filed as of date","value":"20260407"},{"label":"Restricted share award settlement (share quantity shown in filing values)","value":"192.0000"},{"label":"Price/amount shown in filing values (associated with transaction)","value":"233.9350"},{"label":"Additional numeric value shown in filing values (associated with transaction)","value":"9100.7856"}],"primary_claim":"The Form 4 reports a settlement of a restricted share award granted under Waste Management, Inc.'s 2014 Stock Incentive Plan, filed on 2026-04-07 by reporting owner Varkey Johnson.","relevance_score":0.55,"sentiment":"neutral","source_quality":"medium","summary":"Waste Management Inc. (WM) filed a Form 4 on 2026-04-07 covering a transaction related to a restricted share award under its 2014 Stock Incentive Plan.","topics":["SEC Form 4","insider transaction","restricted share award settlement","stock incentive plan"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form 4 \u00b7 WASTE MANAGEMENT INC \u00b7 Filed 20260407","ticker":"WM","tickers":["WM"],"title":"WM filed 4","url":"https://www.sec.gov/Archives/edgar/data/823768/0001225208-26-004426.txt"}}...
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candidate:sc_8441724603967b5a
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0.72
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2026-04-08T23:14:56.935610+00:00
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planner
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"BYRN conflicting reports resolution primary sources","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_9e594da038f6d6fa","status":"http_400"}}...
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"BYRN latest developments BYRN technical priceAboveEma12 corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_9e594da038f6d6fa","status":"http_400"}}...
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SMPL conflicting reports resolution primary sources","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_a521d7140a0767e8","status":"http_400"}}...
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"SMPL latest developments Simply Good Foods SMPL Earnings Transcript Motley corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_a521d7140a0767e8","status":"http_400"}}...
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"US Treasury conflicting reports resolution primary sources","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_042d122964853b44","status":"http_400"}}...
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"US Treasury latest developments yield curve corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_042d122964853b44","status":"http_400"}}...
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"Israeli conflicting reports resolution primary sources","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_f9c37de854035559","status":"http_400"}}...
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{"created_at":"2026-04-08T23:19:38.337 {"created_at":"2026-04-08T23:19:38.337362+00:00","signal_type":"opportunity_research_snapshot","source":"opportunity_research_ingestor","value":{"as_of":"2026-04-08T23:19:38.337362+00:00","bucket":"2026-04-08T23:00Z","error":"http_status_400","items":[],"meta":{},"provider":"serper","quality_hint":0.6,"query":"Israeli latest developments Israeli attack kills Jazeera journalist Mohammed Wishah corroboration","source":"opportunity_research_ingestor","source_ref":"targeted_research:case_f9c37de854035559","status":"http_400"}}...
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{"artifact_id":"art_daily_plan_2026-04 {"artifact_id":"art_daily_plan_2026-04-08","confidence":0.95,"created_at":"2026-04-08T23:19:58.302896+00:00","evidence_event_ids":[],"kind":"daily_plan","meta":{"day":"2026-04-08","fingerprint":"2d6a41e12d0911e27f20ddb8bd9a60f603bb245e","plan_fingerprint":"1af886edc204a086c5304129d14810434c93b339","source":"planner"},"output_json":{"day":"2026-04-08","plan":{"day":"2026-04-08","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":null,"headline":"What\u2019s Marian\u2019s email address, and should I send the exact joke as-is or with 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action or deadline, so it can be reviewed later for confirmation and context.\n\u2022 Technical indicator signal flagged high (big move up, 1d) \u2014 This is a non-user-visible technical signal with no grounded action details, so it can be reviewed later rather than acted on immediately.\n\n*Intelligence:*\n\u2022 Do this next: What\u2019s Marian\u2019s email address, and should I send the exact joke as-is or with changes? \u2014 This item is currently one of the highest-leverage moves for trajectory control.\n\u2022 Do this next: Technical indicator signal flagged as high severity (TVTX, 1d) \u2014 This item is currently one of the highest-leverage moves for trajectory control.\n\u2022 Do this next: Technical indicator signal flagged high (big move up, 1d) \u2014 This item is currently one of the highest-leverage moves for trajectory control.","ready_at":"2026-04-08T23:19:58.302896+00:00","status":"ready","summary":"What\u2019s Marian\u2019s email address, and should I send the exact 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artifact_upsert:daily_plan:2026-04-08:2d6a41e12d09 artifact_upsert:daily_plan:2026-04-08:2d6a41e12d0911e27f20ddb8bd9a60f603bb245e...
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llm_usage:resp_08174126f3f35caf0069d6e29f05708190b llm_usage:resp_08174126f3f35caf0069d6e29f05708190bf1ca6167577ef5b...
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opia_engine
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{"slack":{"channel_id":"C0A8Q8 {"slack":{"channel_id":"C0A8Q869CNL","message_ts":"3950443A-FD5F-4899-9F72-8DCA2CA1F956","request_id":"Ev0ARQDV0PJN","request_ts":"1775690415.359729","scope":"slack_thread","team_id":"T080P2Q255E","text":"can you analyze the ticker AAOI","thread_ts":"1775690415.359729","thread_ts_present":false,"user_id":"U080CUSS45P","user_name":null},"source":"slack","text":"can you analyze the ticker AAOI","thread_id":"thr_0a6a7f6b2a53749c5a","ts":"2026-04-08T23:20:17.270836+00:00"}...
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{"cost_usd":0.002605,"meta":{" {"cost_usd":0.002605,"meta":{"governance":{"chars_trimmed":64258,"complexity":"high","cost_24h_usd":0.348791,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1542,"input_tokens_original":1542,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1800,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:opportunity_case_verdicts","complexity:high","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"opportunity_case_verdicts"},"max_output_tokens":1800,"requested_max_output_tokens":5200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_06cb588617458a800069d6e2a8ac988196bffb3b1a08c3dd2e","usage":{"input_tokens":1773,"input_tokens_details":{"cached_tokens":0},"output_tokens":1800,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":3573}}...
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llm_usage:resp_06cb588617458a800069d6e2a8ac988196b llm_usage:resp_06cb588617458a800069d6e2a8ac988196bffb3b1a08c3dd2e...
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{"delivery_fp":"ack:thr_0a6a7f6b2a5374 {"delivery_fp":"ack:thr_0a6a7f6b2a53749c5a:evt_27172dd25449","focus":{},"message_kind":"thread_reply","message_role":"assistant","message_type":"ack","refs":[],"state_key":null,"text":"Got it \u2014 moving on this now.","thread_id":"thr_0a6a7f6b2a53749c5a"}...
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{"at":"2026-04-08T23:20:20.667939+00:0 {"at":"2026-04-08T23:20:20.667939+00:00","queue":{"cutoff_iso":"2026-04-08T23:10:20.840850+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":187,"leased":5,"queued":6}},"reducers":{"max_seq":2375,"stale":[],"stale_minutes":10,"top":[{"cursor":2359,"lag":16,"max_pos":2375,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-08T23:15:18.089Z"},{"cursor":2361,"lag":14,"max_pos":2375,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-08T23:19:01.914Z"},{"cursor":2371,"lag":4,"max_pos":2375,"reducer":"inbox_indexer_events_v3","stream":"events","updated_at":"2026-04-08T23:20:07.281Z"},{"cursor":2371,"lag":4,"max_pos":2375,"reducer":"portfolio_resolver_v3","stream":"events","updated_at":"2026-04-08T23:20:05.490Z"},{"cursor":2372,"lag":3,"max_pos":2375,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-08T23:20:08.906Z"},{"cursor":2372,"lag":3,"max_pos":2375,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-08T23:20:08.923Z"},{"cursor":2372,"lag":3,"max_pos":2375,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-08T23:20:08.939Z"},{"cursor":2372,"lag":3,"max_pos":2375,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-08T23:20:08.952Z"},{"cursor":2372,"lag":3,"max_pos":2375,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-08T23:20:08.966Z"},{"cursor":2372,"lag":3,"max_pos":2375,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-08T23:20:08.990Z"}],"worst_lag":16,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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2378
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ep_2fe0edd577d1
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2026-04-08T23:20:23.025081+00:00
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2379
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evt_4c9e04c5326c
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2026-04-08T23:20:23.033577+00:00
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ep_2fe0edd577d1
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2026-04-08T23:20:23.034113+00:00
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{"message_id":"3950443A-FD5F-4899-9F72 {"message_id":"3950443A-FD5F-4899-9F72-8DCA2CA1F956","meta":{"episode_id":"ep_2fe0edd577d1","thread_id":"thr_0a6a7f6b2a53749c5a","thread_source":"slack","user_id":"U080CUSS45P"},"role":"user","source":"slack","source_event_id":"evt_27172dd25449","source_kind":"user_interaction","text":"can you analyze the ticker AAOI","thread_id":"thr_0a6a7f6b2a53749c5a","turn_id":"turn_evt_27172dd25449","turn_ts":null}...
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evt_031b4696d2c7
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2026-04-08T23:20:24.668536+00:00
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ep_2fe0edd577d1
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2026-04-08T23:20:24.668543+00:00
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2382
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2026-04-08T23:20:25.034469+00:00
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2026-04-08T23:20:26.357957+00:00
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Pack: Owner\nCoverage \u2014 people 0, projects 0, commitments 0, watchlists 0, signals 9, threads 3\nRecent signals: system_distress, autonomy_policy_evaluated, system_distress, conversation_followup_escalated","ready_at":"2026-04-08T23:20:26.357957+00:00","status":"ready","summary":"Knowledge Pack: Owner\nCoverage \u2014 people 0, projects 0, commitments 0, watchlists 0, signals 9, threads 3\nRecent signals: system_distress, autonomy_policy_evaluated, system_distress, conversation_followup_escalated","title":"Owner knowledge pack 2026-04-08","updated_at":"2026-04-08T23:20:26.357957+00:00"}...
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0.84
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artifact_upsert:owner_knowledge_pack:8d15c9665932
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2026-04-08T23:20:26.358912+00:00
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2384
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evt_6239d706d4fb
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llm_usage
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2026-04-08T23:20:30.772535+00:00
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llm:openai
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[]
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{"cost_usd":0.000468,"meta":{" {"cost_usd":0.000468,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":0.351395,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":1163,"input_tokens_original":1163,"messages_dropped":0,"messages_final":3,"messages_original":3,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:analysis","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":420,"response_format_type":"json_schema","schema_name":"bounded_reasoning_planner","selected_model":"gpt-5.4-nano","task_class":"analysis"},"max_output_tokens":320,"requested_max_output_tokens":420,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.15},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0b270e5d5a647b5f0069d6e2bcf2dc819492d208b5ef33d195","usage":{"input_tokens":1265,"input_tokens_details":{"cached_tokens":0},"output_tokens":172,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1437}}...
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llm_usage:resp_0b270e5d5a647b5f0069d6e2bcf2dc81949 llm_usage:resp_0b270e5d5a647b5f0069d6e2bcf2dc819492d208b5ef33d195...
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2026-04-08T23:20:30.772597+00:00
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2386
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evt_feb7bf140eff
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notification_sent
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2026-04-08T23:20:32.993237+00:00
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notifier
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[]
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{"channel_id":"C0A8Q869CNL","d {"channel_id":"C0A8Q869CNL","detail":{"channel_type":"slack_bot","error":"exception","slack_channel":"C0A8Q869CNL","slack_ts":null,"thread_ts":"1775690415.359729","urgent":false},"kind":"thread_reply","ok":0}...
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2385
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evt_def3851231b3
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llm_usage
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2026-04-08T23:20:33.068299+00:00
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llm:openai
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[]
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{"cost_usd":0.000531,"meta":{" {"cost_usd":0.000531,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":0.351395,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1391,"input_tokens_original":1391,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1000,"response_format_type":"json_schema","schema_name":"bounded_reasoning_final","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":900,"requested_max_output_tokens":1000,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.15},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_01f2666ec8d24be40069d6e2bf358c81969f7512fb0c188b5e","usage":{"input_tokens":1482,"input_tokens_details":{"cached_tokens":0},"output_tokens":188,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1670}}...
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llm_usage:resp_01f2666ec8d24be40069d6e2bf358c81969 llm_usage:resp_01f2666ec8d24be40069d6e2bf358c81969f7512fb0c188b5e...
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NULL
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2026-04-08T23:20:33.068361+00:00
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2387
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evt_897ebb24baf5
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cognition_proposal
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2026-04-08T23:20:28.617395+00:00
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cognition
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[]
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{"context_ref":{"dedupe_key":" {"context_ref":{"dedupe_key":"ctx:557fa97cb0d3","event_id":"evt_031b4696d2c7","kind":"episode_context_built"},"episode_id":"ep_2fe0edd577d1","model":"gpt-5.4-nano","prompt_version":"v9_agentic","proposal":{"assistant_reply":"I can do that\u2014quick question first so I don\u2019t guess: do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?","confidence":0.74,"response_mode":"action_plan","workflow_goal":"Determine analysis mode (numbers-based vs general) and timeframe to produce the best next-turn AAOI analysis.","workflow_steps":[]},"reasoning_trace":{"steps":[{"decision":"finalize","finalize_reason":"I\u2019ll ask for the user\u2019s timeframe and whether they want a numbers-based analysis; otherwise I\u2019ll provide a concise, general AAOI analysis checklist and key drivers/risks.","iteration":1,"missing_facts":["Current AAOI price/market cap, latest quarterly results, guidance, and recent news (needed for a fully up-to-date, numbers-based analysis)."],"reasoning":"No missing internal facts are required to respond to the user\u2019s request at a high level. I can provide a general AAOI (Applied Optoelectronics) ticker analysis framework and what to look for (business, catalysts, financials, valuation, risks) without needing any thread-specific or database-specific facts.","tool_name":""}],"terminated_reason":"finalized","tool_calls":[]},"selection":{"confidence":0.74,"intent_summary":"User wants an analysis of the stock ticker AAOI (Applied Optoelectronics).","needs_action":true,"reasoning_brief":"No missing internal facts are required to respond to the user\u2019s request at a high level. I can provide a general AAOI (Applied Optoelectronics) ticker analysis framework and what to look for (business, catalysts, financials, valuation, risks) without needing any thread-specific or database-specific facts.","response_mode":"action_plan","selected_action_types":[]},"temperature":0.15,"thread_id":"thr_0a6a7f6b2a53749c5a","trigger_event_id":"evt_27172dd25449","turn_id":"turn_evt_27172dd25449","user_text":"can you analyze the ticker AAOI"}...
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NULL
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0.74
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cognition_proposal:prop_e30a3550efd2927f42db2183
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ep_2fe0edd577d1
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2026-04-08T23:20:33.158721+00:00
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2388
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evt_c33a5b7d00ea
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signal_emitted
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2026-04-08T23:20:33.158212+00:00
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slack_outbox
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[]
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{"created_at":"2026-04-08T23:20:33.158 {"created_at":"2026-04-08T23:20:33.158201+00:00","severity":"high","signal_type":"delivery_failure","source":"slack_outbox","value":{"delivery_fp":"ack:thr_0a6a7f6b2a53749c5a:evt_27172dd25449","detail":{"kind":"thread_reply","thread_id":"thr_0a6a7f6b2a53749c5a","via":"send_text_with_response(thread_ts,override_channel_id)"},"reason":"send_failed"}}...
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1.0
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delivery_failure:2026-04-08:ack:thr_0a6a7f6b2a5374 delivery_failure:2026-04-08:ack:thr_0a6a7f6b2a53749c:send_failed...
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2026-04-08T23:20:33.164881+00:00
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2389
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evt_68c71ec6f2c0
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proposal_created
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2026-04-08T23:20:28.617395+00:00
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cognition
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[]
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{"created_at":"2026-04-08T23:20:28.617 {"created_at":"2026-04-08T23:20:28.617395+00:00","episode_id":"ep_2fe0edd577d1","event_id":"evt_031b4696d2c7","kind":"cognition","model":"gpt-5.4-nano","payload":{"assistant_reply":"I can do that\u2014quick question first so I don\u2019t guess: do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?","confidence":0.74,"context_ref":{"dedupe_key":"ctx:557fa97cb0d3","event_id":"evt_031b4696d2c7","kind":"episode_context_built"},"meta":{"episode_id":"ep_2fe0edd577d1","model":"gpt-5.4-nano","prompt_version":"v9_agentic","response_mode":"action_plan","selected_action_types":[],"selection_confidence":0.74,"temperature":0.15,"thread_id":"thr_0a6a7f6b2a53749c5a","trace_id":"trace:thr_0a6a7f6b2a53749c5a:evt_27172dd25449","trigger_event_id":"evt_27172dd25449","turn_id":"turn_evt_27172dd25449","user_text":"can you analyze the ticker AAOI"},"notes":["investigation_intent_summary=User wants an analysis of the stock ticker AAOI (Applied Optoelectronics).","reasoning_terminated=finalized"],"proposed_actions":[],"proposed_links":[],"questions":["Do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?"],"response_mode":"action_plan","summary":"Determine analysis mode (numbers-based vs general) and timeframe to produce the best next-turn AAOI analysis.","workflow_goal":"Determine analysis mode (numbers-based vs general) and timeframe to produce the best next-turn AAOI analysis.","workflow_steps":[]},"prompt_fp":"cognition:v9_agentic","proposal_fp":"cog:ep_2fe0edd577d1:ctx:557fa97cb0d3","proposal_id":"prop_e30a3550efd2927f42db2183","rationale":null,"risk":null,"summary":"I can do that\u2014quick question first so I don\u2019t guess: do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?"}...
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proposal_created:cog:ep_2fe0edd577d1:ctx:557fa97cb proposal_created:cog:ep_2fe0edd577d1:ctx:557fa97cb0d3...
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ep_2fe0edd577d1
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2026-04-08T23:20:33.167469+00:00
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2390
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evt_22a6dfdb0c8d
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llm_usage
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2026-04-08T23:20:36.502913+00:00
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llm:openai
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[]
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{"cost_usd":0.000193,"meta":{" {"cost_usd":0.000193,"meta":{"governance":{"chars_trimmed":0,"complexity":"low","cost_24h_usd":0.355223,"enabled":true,"governance_version":"v1","input_budget_tokens":1800,"input_tokens_final":271,"input_tokens_original":271,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":320,"output_tokens_final":320,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:structured_extract","complexity:low","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":900,"response_format_type":"json_schema","schema_name":"portfolio_semantic_capture_v3","selected_model":"gpt-5.4-nano","task_class":"structured_extract"},"max_output_tokens":320,"requested_max_output_tokens":900,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.0},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_00b6d342ebecf3e10069d6e2c33cb48193a7cf1eefb69286d4","usage":{"input_tokens":526,"input_tokens_details":{"cached_tokens":0},"output_tokens":70,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":596}}...
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llm_usage:resp_00b6d342ebecf3e10069d6e2c33cb48193a llm_usage:resp_00b6d342ebecf3e10069d6e2c33cb48193a7cf1eefb69286d4...
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2026-04-08T23:20:36.508730+00:00
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2391
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evt_3d7b4af7627a
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proposal_claimed
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2026-04-08T23:20:41.069571+00:00
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proposal_materializer
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[]
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{"claim_id":"clm_15e064d63fbd40cb99003 {"claim_id":"clm_15e064d63fbd40cb99003d34","claimed_at":"2026-04-08T23:20:41.069571+00:00","claimed_by":"proposal_materializer","lease_s":45,"proposal_id":"prop_e30a3550efd2927f42db2183"}...
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NULL
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0.0
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proposal_claimed:prop_e30a3550efd2927f42db2183:clm proposal_claimed:prop_e30a3550efd2927f42db2183:clm_15e064d63fbd40cb99003d34...
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2026-04-08T23:20:41.082771+00:00
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2392
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evt_55f9c2156040
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episode_upsert
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2026-04-08T23:20:41.136126+00:00
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proposal_materializer
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["ep_2fe0edd577d1"]
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{"episode":{"actions":[],"appr {"episode":{"actions":[],"approval_ids":[],"completed_at":null,"created_at":"2026-04-08T23:20:23.015673Z","errors":[],"event_id":"evt_27172dd25449","events":[{"at":"2026-04-08T23:20:23.016963Z","data":{"event_id":"evt_27172dd25449","thread_id":"thr_0a6a7f6b2a53749c5a","turn_id":"turn_evt_27172dd25449"},"kind":"created"},{"at":"2026-04-08T23:20:41.127388Z","data":{"primary_len":195,"secondary_len":null},"kind":"notified"}],"id":"ep_2fe0edd577d1","notes":[],"pending_id":null,"router":{"confidence":0.55,"followup_question":null,"needs_followup":false,"normalized_text":"","trace_id":null},"source":"slack","stage":"created","summary":{"applied_types":[],"approval_ids":[],"headline":null,"last_primary_text":"I can do that\u2014quick question first so I don\u2019t guess: do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?","last_secondary_text":null,"pending_id":null},"thread_id":"thr_0a6a7f6b2a53749c5a","transcript":[],"triage":null,"updated_at":"2026-04-08T23:20:41.127399Z","user_label":"U080CUSS45P"},"episode_id":"ep_2fe0edd577d1"}...
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NULL
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ep_2fe0edd577d1
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2026-04-08T23:20:41.137242+00:00
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2393
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evt_83b230ac84ac
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proposal_materialized
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2026-04-08T23:20:41.095045+00:00
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proposal_materializer
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[]
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{"approval_ids":[],"created_actions {"approval_ids":[],"created_actions":[],"episode_id":"ep_2fe0edd577d1","followup_policy":{"followup_original_count":1,"followup_policy_enforced":false,"followup_policy_mode":"single_blocking_followup","followup_policy_reason":"materializer_single_followup_default","followup_policy_source":"proposal_questions","followup_selected_count":1,"followup_suppressed_count":0},"followup_questions":["Do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?"],"followup_reason":"proposal_questions","materialization_mode":"direct","proposal_event_id":"evt_031b4696d2c7","proposal_id":"prop_e30a3550efd2927f42db2183","queued_actions":[],"response_mode":"action_plan","skipped_steps":[],"trigger_event_id":"evt_27172dd25449","turn_id":"turn_evt_27172dd25449","workflow_goal":"Determine analysis mode (numbers-based vs general) and timeframe to produce the best next-turn AAOI analysis.","workflow_step_outcomes":{},"workflow_steps_count":0}...
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NULL
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1.0
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mat:prop_e30a3550efd2927f42db2183:evt_031b4696d2c7 mat:prop_e30a3550efd2927f42db2183:evt_031b4696d2c7:proposal_questions...
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ep_2fe0edd577d1
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2026-04-08T23:20:41.158405+00:00
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2394
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evt_5a080660b9cb
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proposal_status_changed
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2026-04-08T23:20:41.095045+00:00
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proposal_materializer
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[]
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{"changed_at":"2026-04-08T23:20:41.095 {"changed_at":"2026-04-08T23:20:41.095045+00:00","proposal_id":"prop_e30a3550efd2927f42db2183","reason":"proposal_questions","status":"needs_followup"}...
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NULL
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0.0
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mat:needs_followup:prop_e30a3550efd2927f42db2183:p mat:needs_followup:prop_e30a3550efd2927f42db2183:proposal_questions...
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NULL
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2026-04-08T23:20:41.162217+00:00
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2395
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evt_771b0d0abb5b
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proposal_released
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2026-04-08T23:20:41.164276+00:00
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proposal_materializer
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[]
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{"back_to_status":"needs_followup" {"back_to_status":"needs_followup","claim_id":"clm_15e064d63fbd40cb99003d34","proposal_id":"prop_e30a3550efd2927f42db2183","released_at":"2026-04-08T23:20:41.164276+00:00","released_by":"proposal_materializer"}...
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NULL
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0.0
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proposal_released:prop_e30a3550efd2927f42db2183:cl proposal_released:prop_e30a3550efd2927f42db2183:clm_15e064d63fbd40cb99003d34:needs_followup...
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NULL
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2026-04-08T23:20:41.166290+00:00
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2396
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evt_945e07dc7352
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thread_message_recorded
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2026-04-08T23:20:42.102053+00:00
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slack_compose
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[]
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{"delivery_fp":"slk_thread_reply:ee026 {"delivery_fp":"slk_thread_reply:ee026009e99df91e","focus":{},"message_kind":"thread_reply","message_role":"assistant","message_type":"assistant_reply","refs":[],"state_key":null,"text":"I can do that\u2014quick question first so I don\u2019t guess: do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?","thread_id":"thr_0a6a7f6b2a53749c5a"}...
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NULL
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1.0
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thread_message_recorded:slk_thread_reply:ee026009e thread_message_recorded:slk_thread_reply:ee026009e99df91e...
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ep_2fe0edd577d1
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2026-04-08T23:20:42.102109+00:00
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2397
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evt_9165c48848b0
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conversation_turn_recorded
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2026-04-08T23:20:42.110137+00:00
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slack_compose
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[]
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{"message_id":"slk_thread_reply:ee0260 {"message_id":"slk_thread_reply:ee026009e99df91e","meta":{"delivery_fp":"slk_thread_reply:ee026009e99df91e","delivery_kind":"assistant_reply","episode_id":"ep_2fe0edd577d1","thread_id":"thr_0a6a7f6b2a53749c5a"},"role":"assistant","source":"slack","source_kind":"assistant_reply","text":"I can do that\u2014quick question first so I don\u2019t guess: do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?","thread_id":"thr_0a6a7f6b2a53749c5a"}...
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NULL
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0.0
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conv_turn:assistant:slk_thread_reply:ee026009e99df conv_turn:assistant:slk_thread_reply:ee026009e99df91e...
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NULL
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2026-04-08T23:20:42.110151+00:00
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2398
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evt_03bda553ceef
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notification_sent
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2026-04-08T23:20:52.504058+00:00
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notifier
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[]
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{"channel_id":"C0A8Q869CNL","d {"channel_id":"C0A8Q869CNL","detail":{"channel_type":"slack_bot","error":"exception","slack_channel":"C0A8Q869CNL","slack_ts":null,"thread_ts":"1775690415.359729","urgent":false},"kind":"thread_reply","ok":0}...
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NULL
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1.0
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NULL
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NULL
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2026-04-08T23:20:52.504116+00:00
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2399
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evt_00f492469719
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signal_emitted
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2026-04-08T23:20:52.516586+00:00
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slack_outbox
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[]
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{"created_at":"2026-04-08T23:20:52.516 {"created_at":"2026-04-08T23:20:52.516579+00:00","severity":"high","signal_type":"delivery_failure","source":"slack_outbox","value":{"delivery_fp":"slk_thread_reply:ee026009e99df91e","detail":{"kind":"thread_reply","thread_id":"thr_0a6a7f6b2a53749c5a","via":"send_text_with_response(thread_ts,override_channel_id)"},"reason":"send_failed"}}...
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NULL
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1.0
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delivery_failure:2026-04-08:slk_thread_reply:ee026 delivery_failure:2026-04-08:slk_thread_reply:ee02600:send_failed...
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NULL
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2026-04-08T23:20:52.516624+00:00
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2400
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evt_8403e4d5c365
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episode_upsert
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2026-04-08T23:21:03.029841+00:00
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episode_reconciler
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["ep_2fe0edd577d1"]
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{"episode":{"actions":[],"appr {"episode":{"actions":[],"approval_ids":[],"completed_at":"2026-04-08T23:21:03.022962Z","created_at":"2026-04-08T23:20:23.015673Z","errors":[],"event_id":"evt_27172dd25449","events":[{"at":"2026-04-08T23:20:23.016963Z","data":{"event_id":"evt_27172dd25449","thread_id":"thr_0a6a7f6b2a53749c5a","turn_id":"turn_evt_27172dd25449"},"kind":"created"},{"at":"2026-04-08T23:20:41.127388Z","data":{"primary_len":195,"secondary_len":null},"kind":"notified"}],"id":"ep_2fe0edd577d1","notes":["auto_resolved: no pending, no blocking approvals, no remaining actions"],"pending_id":null,"router":{"confidence":0.55,"followup_question":null,"needs_followup":false,"normalized_text":"","trace_id":null},"source":"slack","stage":"resolved","summary":{"applied_types":[],"approval_ids":[],"headline":null,"last_primary_text":"I can do that\u2014quick question first so I don\u2019t guess: do you want a numbers-based, up-to-date snapshot (price/valuation + latest news/earnings), or a general AAOI fundamentals/catalysts checklist?","last_secondary_text":null,"pending_id":null},"thread_id":"thr_0a6a7f6b2a53749c5a","transcript":[],"triage":null,"updated_at":"2026-04-08T23:21:03.022968Z","user_label":"U080CUSS45P"},"episode_id":"ep_2fe0edd577d1"}...
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NULL
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1.0
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NULL
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ep_2fe0edd577d1
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2026-04-08T23:21:03.029915+00:00
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