A SourceImporter that ingests post-no-preference/earnings into earnings_events
for the tracked universe. Shadow by construction (nothing reads earnings_events
until A4).
- earnings_alignment.py: pure calendar<->EPS-history min-cost monotonic DP,
reused from scripts/import_dolthub_earnings.py with identical constants (not
extending that one-off script); symbol/session normalization; unit-tested
against the pinned constants.
- dolt_client.py: async dolt CLI wrapper (pull / current_commit / query_csv via
asyncio.create_subprocess_exec — never blocks the shared event loop) + disk
guard before pull.
- dolt_earnings_importer.py: detect_revision = pull + HEAD hash; stage = query
earnings_calendar + eps_history, dedup, align, map act_symbol->ticker_id
(normalize both sides so dotted BRK.B joins); promote is destructive
(delete future dolt_earnings rows + upsert; past never deleted) so validate is
FAIL-CLOSED — blocks when the staged forward calendar is empty or has collapsed
below 50% of what's loaded (the forward calendar is the acceptance gate).
- NOTICE: CC BY-SA 4.0 attribution; config: DOLT_BINARY / DOLT_DATA_DIR / etc.
Verified end-to-end against the real 1.68 GB clone (5 tickers: 133 events, 128
paired, forward calendar to 2026-08-26, BRK.B joined). Tests: 9 alignment + 7
importer + 1 skip-guarded real-clone smoke. Full suite 699 passed.
Remaining for A2: wire the daily ~02:30 ET shadow cron — deferred to pair with
the deploy-time dolt install + DOLT_DATA_DIR provisioning.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
