docs/dolt-sec-a3-design.md

@@ -1,9 +1,9 @@
 # A3 design — SEC fundamentals importer
 
-Status: **design pass, 2026-07-22 — awaiting sign-off on two plan deviations
-(fetch strategy, snapshot mapping).** Not yet implemented. Companion to
-`docs/dolt-integration-plan.md` (workstream A, phase A3). Grounded in live SEC
-data probes (Apple CIK 0000320193, company_tickers, submissions, daily-index).
+Status: **design APPROVED 2026-07-22 — all three decisions signed off (daily-index
+fetch, primary-period-only snapshots, full-history backfill). Ready to implement.**
+Companion to `docs/dolt-integration-plan.md` (workstream A, phase A3). Grounded in
+live SEC data probes (Apple CIK 0000320193, company_tickers, submissions, daily-index).
 
 ## Objective (unchanged from the plan)
 
@@ -46,7 +46,7 @@ Ground-truth findings that drive the design:
    `GOOGL`/`GOOG` to the **same** `cik_str` (1652044). The ticker→CIK join reuses
    the earnings importer's `normalise_symbol` (dot→dash), so both sides match.
 
-## Decision 1 (needs sign-off) — fetch strategy: EDGAR daily-index driven
+## Decision 1 (APPROVED) — fetch strategy: EDGAR daily-index driven
 
 **Plan said** bulk `companyfacts.zip` + ETag no-op. **Reality:** the data.sec.gov
 endpoints expose no validators, and the bulk zip is multi-GB and changes ~daily
@@ -74,7 +74,7 @@ model; and it's the lightest load on SEC. Cost: daily-index parsing + date
 bookkeeping (store last-processed index date in `data_import_runs` /
 settings). **This deviates from the plan's "bulk zip" — requesting sign-off.**
 
-## Decision 2 (needs sign-off) — snapshot mapping: primary-period, YTD, immutable
+## Decision 2 (APPROVED) — snapshot mapping: primary-period, YTD, immutable
 
 One `fundamental_snapshots` row per accession, representing the filing's
 **primary current period only** (not its comparatives):
@@ -179,10 +179,11 @@ retry-loop**. New config: `sec_user_agent`, `sec_request_spacing_seconds`,
 - Comparative-only restatements (Decision 2).
 - Point-in-time backtest enforcement (`accepted_at` stored, not yet enforced).
 
-## Open questions for sign-off
+## Decisions (signed off 2026-07-22)
 
-1. **Decision 1** (daily-index fetch vs the plan's bulk zip) — approve the deviation?
-2. **Decision 2** (primary-period-only; comparative restatements out of scope) — approve?
-3. Backfill depth: seed **full** available history per issuer on first run, or cap
-   at N years (e.g. 5, matching `ohlcv_history_days`)? Full history is cheap to
-   store and powers the quarter tape / YoY.
+1. **Fetch** — EDGAR daily-index driven (Decision 1). Approved deviation from the
+   plan's bulk zip.
+2. **Snapshot mapping** — primary-period-only per accession; comparative-only
+   restatements out of scope (Decision 2). Approved.
+3. **Backfill depth** — seed **full** available history per issuer on first run
+   (cheap to store; powers the quarter tape / multi-year YoY). Approved.