Adds the Dolt bulk-data integration hand-off plan (authored in prior
session) and applies clarifications found in a pre-handoff review:
- step (c): fields refresh from three distinct sources, not "snapshots +
close" — earnings_surprise/next_earnings_date come from earnings_events,
not SEC facts. pe_ratio = close / TTM diluted EPS and market_cap =
issuer-wide diluted shares × close stated as separate formulas.
- fundamental_snapshots made implementable: add period_start, fiscal_year,
fiscal_period; duration facts store the filing's cumulative YTD/FY values,
balance-sheet facts store period-end values. Discrete quarters, Q4, TTM
and YoY are derived at read time (correct for non-calendar fiscal years;
amendments never freeze a stale derived quarter).
- flag Q4 derivation / fiscal-period alignment as the primary A3 risk.
- anchor "tracked universe" to ticker_universe_service + per-run CIK
resolution.
All code anchors in the doc verified accurate against the current tree.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
dennisthiessenandClaude Opus 4.8
e09ec4ab1d