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Add no-write SEC fundamentals preview - #115

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YuzeJ21 wants to merge 4 commits into
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codex/sec-fundamentals-preview
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Add no-write SEC fundamentals preview#115
YuzeJ21 wants to merge 4 commits into
mainfrom
codex/sec-fundamentals-preview

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@YuzeJ21

@YuzeJ21 YuzeJ21 commented Aug 16, 2026

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What changed

  • reveal existing lower-case screener context in the single-stock report
  • add a capped, official-SEC-only annual fundamentals comparison for up to five explicit tickers
  • keep the comparison inspection-only: no cache, import, canonical, readiness, or output writes and no apply path
  • report exact annual filing context, source references, source-rights classification, schema risk, and per-field blockers
  • document the workflow and its fail-closed boundary in the public README

Why

Canonical fundamentals can be stale or mix reporting periods. Reviewers needed a safe way to compare current SEC annual facts before any source-rights expansion, schema decision, or canonical apply. The report renderer also expected display-case screener keys while real payloads used lower-case keys.

Product impact

A reviewer can inspect source-backed annual facts for an explicit cohort without activating product readiness. Only direct fields already allowed by the registered SEC scope can become future owner-review candidates. Derived, out-of-scope, mixed-period, malformed, and missing evidence remains blocked.

Verification

  • renderer-focused suite: 1,195 passed
  • SEC focused contracts: 36 passed
  • full affected SEC/import/report/launcher slice: 254 passed
  • public documentation/wording/guardrail/launcher slice: 204 passed
  • independent current-byte review: no remaining Critical or Important findings
  • live AAPL/AMZN/GOOG result: inspection_only, repository_writes=[], canonical_apply_authorized=false
  • all tracked data/output hashes and ignored local SEC/import inputs remained unchanged

Boundaries

This PR does not apply data, expand registered commercial field rights, refresh readiness, add generated artifacts, publish a hosted app, or provide investment recommendations.

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