crucible / engine /report_model.py

Commit History

  1. Withheld-run fixes: recorded margin floor; re-blend bounded by the recorded cap; precise break-even revenue and sign-aware growth clause; pre-revenue message; no retry invitation for deterministic failures

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  1. BSX root causes: token-safe segment keywords + parent-sector compatibility gate; growth label; semantic gate before the PM

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  1. Fundamentals table: compact headers + provenance footnotes; print-safe tables

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  2. HISTORICAL_QUALITY_LABEL: fail when a stored quality state was not read

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  3. Lineage labels read the frozen state (Mapping, not dict)

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

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  5. Guidance trigger subject uses the row's own label (keeps scope qualifiers like 'excluding OSTTRA')

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  6. Open items: break-even solved on the adopted margin (floor never cuts); recalibrated thesis gate; benign co-citation; no triggers on price multiples; nominated peers only; benchmark applicability; merged guidance rows; engine-EPS basis; market composite noun; insider transaction counts; filer names; quarter limitation; story revenue/share precision

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  7. Gate calibrated offline (reviewers' standard rubric; extended thinking; bounded retries; run deadline); triggers refuse sources that include a separated business

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  8. 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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  9. 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. Predicate verb agreement with its subject

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  2. High/low about an assumption is a typed assessment; trigger basis not written twice

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  3. Universal valuation claims checked against every anchor; consistent tokenisation in the doubling check

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

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

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  6. 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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  7. 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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  8. 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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  9. 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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  10. Descriptive evidence cannot be a reason; failed guidance extraction retried and not reported as absence; clause phrase capitalisation

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  11. R5: PASS/FAIL status tokens are case-sensitive (ordinary 'fail' is not QA vocabulary)

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  12. Evidence lineage: final-claim lineage, public language only, EvidenceUse conclusion types, NewsEvidenceClaim, qualifier and basis ownership, full guidance table

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  13. Title-case strong ratings checked; seats with no publishable prose say so

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  14. Deterministic fallbacks for empty summary/PM sections; relation tokens shown as clauses in PM anchors

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

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

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  17. Guidance label binding: a guidance value must be named by its own concept in its clause

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

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  19. Relationship layer: a claim's own direction or bound is never written twice

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

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

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

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

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  1. Fix None growth in canonical pricing view (HON); R5 QA ids need QA context; guidance tolerance + typography; hyphenated horizons benign

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

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

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  4. intrinsic value: headlines only, detail on a tap

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  5. debate: key points as headlines, full point on a tap

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  6. report: findings only, explanatory text removed; home: capability strip removed

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  7. 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. report: disclose a machine-learning price model that is used; plain source names in the blend table

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

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  3. UI: roles not models; declutter the home screen

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  4. Summary-first report with expandable sections, mobile UI, live progress (storytellers, debate seats), low-risk stable-rate override

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  5. report: segment-build evidence cited as claims

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

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  7. Filed segment mix from the latest 10-Q/10-K; business-mix beta from Damodaran industry betas; storytellers build segment stories from filings

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

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  9. One risk-free source for the story; a missing statistical forecast is a limitation when the story carries the value

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