crucible / engine /predict_monthly.py

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  1. Structured arguments items 1-2: thesis rests_on + two-pass gate with report context, one bounded repair turn, typed trigger labels, evidence printed in full once, identifier and authored-once audits, relaxed evidence limits, past returns withheld

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    0b22581
  2. Structured arguments: PM numeric parsing, unquoted numeric skeletons, gate without temperature, three validator false positives (spelled period compounds, topic-scoped model phrases, T7 scoped to cited assumptions)

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    8127b85
  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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    56d36d7

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

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    931437f
  2. 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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    798dcd8

  1. Legacy cleanup: state mode is the only debate path; text gate, claim sweep, report exporter, metric categories and 29 unused modules removed; LLM stage override replaced by a deterministic GAAP-distortion test; unused dependencies dropped

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    33b81e9

  1. Perimeter as a metric field; consensus reconciled against the USD base (D14); intrinsic label from the producing model; policy-excluded multiples absent; SEC tag recency; token-only persona templates; 10b5-1 rule scoped

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

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  3. ADR facts survive re-classification (FPI on a US exchange is ADS-quoted); PM structured triggers survive the synthesis parser; name and target-price parsing no longer false-positive; qualified signal phrases not re-flagged; impossible implied margin names its inconsistent input

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    3519853

  1. Upload engine/predict_monthly.py with huggingface_hub

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  1. Upload engine/predict_monthly.py with huggingface_hub

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  2. Upload engine/predict_monthly.py with huggingface_hub

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  3. Upload engine/predict_monthly.py with huggingface_hub

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  1. Upload engine/predict_monthly.py with huggingface_hub

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  1. Upload engine/predict_monthly.py with huggingface_hub

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  2. Upload engine/predict_monthly.py with huggingface_hub

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  3. Upload engine/predict_monthly.py with huggingface_hub

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  1. Upload engine/predict_monthly.py with huggingface_hub

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  1. Upload engine/predict_monthly.py with huggingface_hub

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  2. Upload engine/predict_monthly.py with huggingface_hub

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  3. Upload engine/predict_monthly.py with huggingface_hub

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  1. Upload engine/predict_monthly.py with huggingface_hub

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  2. Upload engine/predict_monthly.py with huggingface_hub

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  3. Cost-optimal models: PM Opus->Sonnet5, Bull GPT-5.5->5.1 (~60% cheaper/run)

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  4. Crucible — AI equity analyst (containerized engine), secrets-only

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