crucible / analyst.py

Commit History

  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

    Verified signature
    0b22581

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

    Verified signature
    da2ea0f
  2. Storytellers run in parallel; 'under the hood' progress narration of Damodaran's framework inputs

    Verified signature
    f6b6138
  3. progress: story-start marker, updated timings; summary limited to two figures

    Verified signature
    401ffd0
  4. Summary-first report with expandable sections, mobile UI, live progress (storytellers, debate seats), low-risk stable-rate override

    Verified signature
    682d244
  5. Failed runs mirror their log tail to the private QA dataset

    Verified signature
    dd35259
  6. Engine log tail in the private QA record; Damodaran replay tool; stable-growth sensitivity hook

    Verified signature
    348fb3e

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

    Verified signature
    c9fa753
  2. Privacy: requester IP, user-agent and referer move to a private server log; reports scrubbed on save, load and serve; committed FRED key removed

    Verified signature
    bcb7b5a
  3. P0 hardening: one percentage type, exhaustive rendered-claim audit, engine-owned terminology, reliability as evidence permissions, typed metric categories, FPI leadership, 10b5-1 semantics, deterministic ranges

    Verified signature
    d5edb72
  4. Semantic types: normalized metrics (currency/scale/ADS basis) with gated derivations; engine-owned labels and methodology; one ScenarioSet and immutable object ids; reliability controls weight, language and persona visibility; structured thesis triggers with causal polarity; separate intrinsic/pricing/momentum signals; claim-registry render audit; 8 publication gates; 95 tests

    Verified signature
    742f5b8
  5. Module-level ERP constant; story gate reads the policy; non-FCFF engines set the intrinsic value and label; pass segment/bank/ADS facts through

    Verified signature
    7b3c82a
  6. Architecture: typed concepts + immutable AnalysisContext with rejected-field quarantine and lineage; applicability policy; valuation engines with label invariants; quant reliability states; semantic comparisons; engine-side synthesis/scenario EV; five-state checks; six publication gates incl. final render audit; property/golden/corruption tests

    Verified signature
    43c8298

  1. Pipeline remediation P0: canonical layer (issuer typing, framework selection, metric lineage, SEC XBRL cross-checks, Stage A validation), consensus-availability handling, story bridge/dispersion, corporate-action state machine, quote/return-kind rules, two-stage publication gate, guardrail tests

    Verified signature
    0b96e5b
  2. Report-level validation gate: canonical rating, reproducible blend/composite audits, canonical PEG, Form 4 insider context, SEC-first leadership, mechanical momentum, REIT/services split, markdown export

    Verified signature
    f9d009d
  3. Upload analyst.py with huggingface_hub

    Verified signature
    2b9c6ba
  4. Upload analyst.py with huggingface_hub

    Verified signature
    49315cb
  5. Upload analyst.py with huggingface_hub

    Verified signature
    b970e2a
  6. Upload analyst.py with huggingface_hub

    Verified signature
    d735dfe
  7. Upload analyst.py with huggingface_hub

    Verified signature
    d9f055b

  1. Upload analyst.py with huggingface_hub

    Verified signature
    f9b56b9

  1. Upload analyst.py with huggingface_hub

    Verified signature
    77a2a78
  2. Upload analyst.py with huggingface_hub

    Verified signature
    01938db
  3. Upload analyst.py with huggingface_hub

    Verified signature
    b1aab54
  4. Upload analyst.py with huggingface_hub

    Verified signature
    fe8d51f
  5. Upload analyst.py with huggingface_hub

    Verified signature
    955818e

  1. Upload analyst.py with huggingface_hub

    Verified signature
    daa91a2

  1. Upload analyst.py with huggingface_hub

    Verified signature
    e35eb60
  2. Upload analyst.py with huggingface_hub

    Verified signature
    7158c87

  1. Upload analyst.py with huggingface_hub

    Verified signature
    bdce1a9

  1. Upload analyst.py with huggingface_hub

    Verified signature
    29bb590
  2. Upload analyst.py with huggingface_hub

    Verified signature
    32f931e

  1. Upload analyst.py with huggingface_hub

    Verified signature
    a1e741d

  1. Upload analyst.py with huggingface_hub

    Verified signature
    35859c2
  2. Upload analyst.py with huggingface_hub

    Verified signature
    a69ad10

  1. Upload analyst.py with huggingface_hub

    Verified signature
    a4a8494

  1. Upload analyst.py with huggingface_hub

    Verified signature
    ae5c0a6
  2. Crucible — AI equity analyst (containerized engine), secrets-only

    Verified signature
    fb490d1