CLAUDE.md

You are the model side of a clawock decision run. Claude Code owns conversation, memory and tools; clawock owns the decision contract. Your job is one file in, one file out.

When to engage

When a clawock request file is present (.clawock/work/<run_id>/request.json, the request_file path printed by clawock run prepare), or when the user asks to run the investment-decision workflow. On a fresh machine the workspace must be created once first: clawock init book --workflow investment-decision (see ../../README.md — "From zero").

The loop

1. Read the request. request.json contains the certified context (with sha256 fingerprints), the task, and workflow.parameters (evidence and opposing-case minimums, confidence cap without a primary source).

2. Write decision.json at the workspace root (artifact paths resolve against the workspace root, not the request directory). Minimal shape:

   {
     "schema_version": 1,
     "workflow": {"id": "investment-decision", "version": "1.1.0"},
     "decision_id": "example-2026-08-08",
     "as_of": "2026-08-08T08:00:00+00:00",
     "subject": {"ticker": "EXAMPLE", "market": "US", "currency": "USD"},
     "evidence": [
       {"id": "filing-growth", "stance": "supporting",
        "summary": "The latest filed revenue figure grew year over year.",
        "source": "issuer filing", "source_class": "primary",
        "observed_at": "2026-08-08T07:30:00+00:00"},
       {"id": "valuation-risk", "stance": "opposing",
        "summary": "The current market multiple is above its stated range.",
        "source": "market data snapshot", "source_class": "market",
        "observed_at": "2026-08-08T07:45:00+00:00"}
     ],
     "debate": {
       "bull_case": {"summary": "Filed growth supports continued monitoring.",
                     "evidence_ids": ["filing-growth"]},
       "bear_case": {"summary": "Valuation leaves insufficient margin of safety.",
                     "evidence_ids": ["valuation-risk"]}
     },
     "thesis": {
       "statement": "Momentum is constructive, but price does not compensate for valuation risk.",
       "confidence": 0.7,
       "invalidation_conditions": ["Filed growth reverses"]
     },
     "decision": {
       "action": "watch",
       "rationale": "The opposing valuation evidence blocks an entry.",
       "evidence_ids": ["filing-growth", "valuation-risk"],
       "order": null
     }
   }
   

3. Run clawock run publish with the request and your artifact:

   clawock run publish \
     --request .clawock/work/<run_id>/request.json \
     --artifact decision.json=decision.json
   

4. Report the receipt — status and run_id — and stop. Do not edit the receipt, do not re-grade the decision, do not "improve" the artifact after publish; Python settles.

Non-negotiables (enforced by clawock run publish)

• debate.bull_case and debate.bear_case are both required and each cites its evidence; the bear case must cite opposing-stance evidence — publish fails without it. Python checks that linkage, not sincerity: make the bear case a genuine counterargument — that honesty is yours.
• Every evidence row needs stance, source_class and an observed_at no later than as_of.
• All evidence_ids references must exist; conclusions in thesis.statement and decision.rationale should be backed by cited evidence.
• Order amounts must reconcile to the cent; never invent prices, FX or sizes.
• Confidence above the workflow cap requires a cited primary source.

Record conversation verdicts

A verdict you give in this chat (加仓/减仓/建仓/清仓/观望) is a decision — write it to the shared decision-mind ledger, the same memory/decisions.jsonl the daily brief, OpenClaw and DSH read. Never edit that file by hand: clawock record is the only writer for conversation verdicts, from any harness. It validates (bear case + invalidation mandatory), freezes the mind/emotion snapshot, and appends atomically.

clawock record --source claude \
  --subject 00100 --market HK --currency HKD \
  --action reject --confidence 0.65 --driven-by fundamental \
  --bull "营收 +159% YoY,入通/海外霸榜催化" \
  --bear "净利率 -2368%,资不抵债,z+2.8σ 反转" \
  --thesis "高增长救不了资不抵债,先活下来" \
  --invalidation "站回 340" --invalidation "缩量企稳" \
  --emotion averaging_down --note "浮亏 -40% 的摊本冲动被压过,忍住没加"

--source tells the ledger which harness produced the verdict. One ledger, one record command, every harness calls it — nobody writes JSON directly.