- The eps_growth_yoy read was never computed, leaving that fixed by_key entry
null even with sufficient EPS history; now growth_read() is applied to EPS
history just like revenue.
- Tests: same-day earnings returns as next with days_until 0 (and not in
recent); zero close guards valuation to null; eps read populated. Fixture
seeds three fiscal years so YoY growth reads have a >=3 run. 9 API tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
1. Multi-class subject is priced by the REQUESTED ticker: the peer group's
representative for the subject CIK is overridden to the requested ticker_id
(other issuers pick a deterministic-by-symbol rep), so GOOGL's P/E uses
GOOGL's price, not GOOG's. Differing-price GOOG/GOOGL test added.
2. reads matches the selected contract: header is null when there is no read;
by_key is a fixed map over every metric key plus pe and fcf_yield, null when
unavailable (was a sparse dict).
3. Earnings use the New York calendar date; same-day is UPCOMING (days_until 0),
recent is strictly earlier.
4. Valuation is null when there is no usable price (> 0 required for P/E and
market cap); when present, price_date is non-null.
Added a real router/API-envelope test with a seeded legacy record (the endpoint,
not just the schema merge). 6 tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
GET /fundamentals/{symbol} now returns the additive v1 objects alongside the
unchanged legacy fields (no legacy growth mapped onto the SEC TTM metric).
- earnings: next (date/session/days_until) + recent (<=4, with surprise_pct)
from earnings_events.
- metrics: fixed key set (value + dated history + per-metric SIC-peer industry
object + source=sec); net_debt has no industry (size-dependent).
- valuation: P/E, FCF yield, market_cap_est computed at REQUEST TIME from the
derived TTM inputs x the latest ohlcv close (no stored valuation); guarded to
null on missing/invalid inputs; pe_industry / fcf_yield_industry peer stats.
- reads: deterministic outputs in a SEPARATE object (header + per-metric reads).
Peer queries are batched and CIK-deduplicated by 2-digit SIC; industry omitted
below 5 valid peers. Schema extended with optional typed sub-models; the router
merges legacy + v1 so every existing field is preserved.
Tests: 4 (full assembly incl. peer industry + valuation + additive-merge, no-cik
null metrics, <5-peers omitted, price-guarded valuation).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
dennisthiessenandClaude Opus 4.8