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crucible / engine /state_builder.py

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  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. Mechanical DCF: cumulative discounting along the rate path; MechanicalDCFState; MECHANICAL_DCF_DISCOUNT_PATH

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  2. Story business identity from canonical state only: no recalled segments, filing-verified disposals, story-business validators

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

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

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

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

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

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

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

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

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

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

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

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

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  3. report: segment-build evidence cited as claims

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

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  5. 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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  6. F7 is perimeter-aware: after a separation the story must start from the continuing company

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  7. 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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  8. 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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  1. Label rule stops at sentences, commas and comparison words; peer multiples on an inconsistent currency basis withheld; subject row withheld after a separation

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

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  4. Blend: excluded price model cannot reweight or haircut; adjustments carried into state; stage-accurate withheld message

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

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