crucible / engine /catalog.py

Commit History

  1. Claim lineage: typed guidance/engine-vs-consensus relations, lineage checks, HistoricalMetricQuality label

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  2. Story peak share printed to two decimals so market size x share reproduces revenue

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  3. Structured arguments (crucible.args/2): typed evidence + figure-free judgement, templated figures, validated forwarding between rounds, semantic gate; data-quality notes kept out of author prompts

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  1. Rebuttal topics labelled as the opponent's claim; forecast reader names with direction check; complete ownership breakdowns

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  2. Speech lineage (management statements need their quoted words), verbal magnitude bands, spelled counts, multiples named by metric

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  3. No mid-sentence truncation of authored prose; incomplete-sentence rule; money figures named by concept; named break-even counterparts; count agreement

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  4. Clause-scoped valuation/logic rules, trend mood, parenthesis splitter, issuer as performance subject, hyphen-normalised doubling, count units, PP-modified predicate subjects

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  5. Guidance basis label: only guidance rows with typed values (a trigger may cite a plain metric claim)

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  6. Remaining SPGI items: predicate/list render slots, expected-return direction, value proximity band, metric-family comparisons, trigger guidance basis, composite input labels, segment margin cap disclosure + reconciliation

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  7. Acceptance fixes: ownership others count, relation clause/operand doubling, expectation comparatives, assumption assessments, stock performance claims, quote speaker roles, statement domains

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  8. FULL_SENTENCE relation form is template-only; frontier framing is a valid paraphrase

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  9. Publication semantics: relation-logic preservation, subject-aware valuation language, full-sentence slot, conclusion domains, segment perimeter, insider pressure

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  10. Publication integrity: final-claim-only summary, relation logic, typed render slots, valuation relations, evidence domains, trigger ranges

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  11. Prose/trigger cleanup: trend relations, evidence interpretation, clause grammar, render modes, trigger satisfaction

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  12. Relationship layer: RelationshipClaim, typed break-even/story metrics, model-evidence scope, guidance epistemic state, semantic returns, typed blend sources

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  13. SPGI hardening: ordering truth check, comparative vocabulary, trailing sign nouns

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  14. SPGI hardening: trigger magnitude check, implicit comparisons, token-structure rules

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  15. SPGI root-cause remediation: typed units, comparability, corporate actions, StoryBase, discount-rate path, evidence permissions

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  1. Guidance claims resolve from sealed state; company guidance line in forecast section

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  2. Guidance by filing-header document type; signed 13F change claim

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  3. Guidance exhibit matching + retries; outlier trim vs median of all methods; margin-change claims; motive rule scoped to trades

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  4. Root-cause remediation: reconciled forecast basis, canonical segments, PricingState, company guidance, ownership/insider permissions, S1-S12 validators

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  5. report: full debate (opening cases, rebuttals, PM notes), story and breakeven, sentence-safe key points; mobile: wrapping text claims and card tables

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  1. ML models: walk-forward-judged panel rank, plain-language ML disclosure in report and progress

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  2. Damodaran method: value-weighted business mix, mature-company stable cost of capital, required segment builds

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  3. NaN is missing data at the claim layer; ownership sentence without a prior-quarter count

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  4. Damodaran datasets wired in: monthly implied ERP (auto-refresh), country risk premiums, bottom-up industry betas, industry sales-to-capital and margins; market-built cost of equity in the cross-sectional DCF

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  5. Damodaran life cycle: consensus-based staging; story FCFF for every operating company; capital release, distress value and zero stable growth in decline; 13F ownership as a state namespace

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  1. One rating table; typed thesis triggers; rating-word and gap-direction ingestion rules; clause-bounded labels

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  2. AnalysisState pipeline: reconciliation, staged validation, frozen state, claim-token prose, audited renderer; public/QA split

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