feat: add fundamentals parity reporting
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@@ -8,6 +8,7 @@ approval. Do not add OS cron entries: the application scheduler owns both jobs.
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- `Dolt Earnings Import (shadow)` runs daily at 02:30 America/New_York.
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- `SEC Fundamentals Import (shadow)` runs daily at 04:00 America/New_York.
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- `Fundamentals Parity Report (read-only)` runs daily at 05:30 America/New_York.
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- Both jobs are visible, toggleable, and manually triggerable in Admin → Jobs.
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- Cron expressions are editable in Admin → Schedule.
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- Every attempt is recorded in `data_import_runs`; failures also create a system
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@@ -28,11 +29,14 @@ DOLT_EARNINGS_SUBDIR=earnings
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DOLT_MIN_FREE_DISK_GB=5.0
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SEC_USER_AGENT=signal-platform/1.0 (contact: real-address@example.com)
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SEC_REQUEST_SPACING_SECONDS=0.2
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FUNDAMENTALS_PARITY_REPORT_DIR=/var/lib/signal-platform/reports/fundamentals-parity
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```
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Use a real monitored contact address. Keep at least 5 GB free at the Dolt data
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path; 8–10 GB gives comfortable growth headroom. The data directory must stay
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outside `/opt/signalplatform`, because deployments use `rsync --delete` there.
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The parity-report directory is also persistent and owned by the service user;
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its small timestamped JSON/CSV bundles form the temporary A5 review trail.
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## One-time provisioning
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@@ -79,6 +83,28 @@ In Admin → Jobs, wait until no other job is running, then:
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5. Open several ticker pages and confirm the fundamentals panel has populated
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data and still handles partial/missing issuers cleanly.
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## A5 parity observation window
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After both shadow imports are healthy, trigger **Fundamentals Parity Report
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(read-only)** once in Admin → Jobs. The **A5 Fundamentals Parity** card above
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the jobs shows the latest coverage/delta summary and provides authenticated JSON
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and CSV downloads. The canonical server-side bundles are archived at:
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```text
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/var/lib/signal-platform/reports/fundamentals-parity/
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```
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The scheduler then generates one report daily at 05:30 New York time, after the
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02:30 Dolt and 04:00 SEC jobs. Review 5–7 consecutive reports before making the
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cutover decision. A report never writes `fundamental_data`, dimension/composite
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scores, rankings, qualification state, or an approval flag. Materiality bands
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only highlight rows for review; A5 still requires explicit approval.
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Each bundle contains legacy and candidate P/E, revenue growth, and earnings
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surprise; definition notes; source revisions and price dates; recomputed legacy
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and candidate fundamental scores; and per-universe fundamental-rank changes.
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Definition changes remain explicit even when numeric deltas are small.
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Optional database verification:
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```sql
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@@ -141,3 +167,6 @@ locks. A second Admin trigger should independently report the job as busy.
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audit rows) must remain covered by the normal production database backup.
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- Do not proceed to A5 while either shadow feed is unhealthy or the parity gate
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has not received explicit approval.
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- If report generation fails, inspect Admin → System Events and verify
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`FUNDAMENTALS_PARITY_REPORT_DIR` exists and is writable by `deploy`. Existing
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reports and all live data remain untouched.
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