7 Commits

Include renames

Author	SHA1	Message	Date
dennisthiessen	4c0c0579f5	fix: make SEC quality gating terminal-safe	2026-08-04 07:58:18 +02:00
dennisthiessen	ce8c60d957	feat: add fundamentals parity reporting	2026-07-23 21:17:58 +02:00
dennisthiessenandClaude Opus 4.8	b3dcf356a6	fix(fundamentals): API v1 review — multi-class pricing, reads contract, guards ... 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>	2026-07-22 21:49:17 +02:00
dennisthiessenandClaude Opus 4.8	459a925e36	feat(fundamentals): A4 — additive API v1 (earnings, metrics, valuation, reads) ... 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>	2026-07-22 21:21:44 +02:00
dennisthiessenandClaude Opus 4.8	f0b92a9718	add earnings-date guard — warn when a report falls in the target horizon ... Finnhub's earnings calendar now supplies next_earnings_date through the fundamentals chain; persisted on fundamental_data (migration 006) and exposed in the fundamentals API. The recommendation panel warns when earnings fall within the ~30-day target horizon (a report can gap price through stop/target) and otherwise shows the next date. Informational only. Deploy: run alembic upgrade (new fundamental_data.next_earnings_date column). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-06-15 12:44:08 +02:00
Dennis Thiessen	181cfe6588	major update	2026-02-27 16:08:09 +01:00
Dennis Thiessen	61ab24490d	first commit	2026-02-20 17:31:01 +01:00