Sub-project A: strict EF-CQS + determinism CI gate#764

Open

sangicook wants to merge 294 commits intodgunning:mainfrom

sangicook:feature/sub-a-determinism-strict-cqs

This pull request is big! We're only showing the most recent 250 commits

Commits on Jan 21, 2026

feat(Sprint 3): Implement cross-filing OCF derivation for 10-Q
ychan
committed
feat(banking): Implement arithmetic extractor and semantic fixes for WFC/Citi/BAC
ychan
committed
feat(banking): Expand sector coverage and adding guardrails
ychan
committed
feat(banking): Implement Street View Cash/Debt extraction
ychan
committed
fix(banking): Add Dealer catch-all for GS ShortTermDebt
ychan
committed
fix(validator): Implement Flow/Stock Guardrail for Banking Metrics
ychan
committed
Refine Banking Extraction: Dual-Track logic, E2E Skill, and Documentation
ychan
committed

Commits on Jan 23, 2026

feat(banking): Implement Architect Directives for GAAP extraction

ychan
and
claude
committed
docs(banking): Add response to Architect's 5 technical questions

ychan
and
claude
committed
feat(banking): Implement archetype-driven GAAP extraction with suffix matching

ychan
and
claude
committed

Commits on Jan 24, 2026

fix(banking): Resolve 10-Q extraction regressions and JPM repos subtraction

ychan
and
claude
committed
fix(banking): Phase 4 - Fix WFC 10-Q repos detection and trading exclusion

ychan
and
claude
committed
docs(banking): Add Phase 4 extraction evolution report

ychan
and
claude
committed
docs(banking): Comprehensive update to developer guide for Phase 4

ychan
and
claude
committed
feat(skill): Add write-evolution-report skill with ENE integration

ychan
and
claude
committed
feat(banking): Implement ADR-005 fingerprinting and ADR-012 safe fallback

ychan
and
claude
committed

Commits on Jan 25, 2026

docs(banking): Add Phase 5 extraction evolution report

ychan
and
claude
committed
feat(banking): Add known divergences support for 10-K extraction

ychan
and
claude
committed
feat(testing): Add Standard Industrial E2E test framework

ychan
and
claude
committed

Commits on Jan 26, 2026

fix(industrial): Add known divergences for OperatingIncome validation

ychan
and
claude
committed
feat(testing): Add mode presets for E2E test coverage levels

ychan
and
claude
committed
feat(metrics): Expand Archetype A coverage with 7 new metrics

ychan
and
claude
committed
feat(extraction): Add facts-based fallback for XBRL concept mapping

ychan
and
claude
committed
fix(extraction): Address E2E validation failures from Evolution Report

ychan
and
claude
committed
fix(extraction): Correct date filter format in quarterly derivation

ychan
and
claude
committed
feat(e2e): Add divergence statistics to E2E test skill outputs

ychan
and
claude
committed

Commits on Jan 28, 2026

fix(extraction): Resolve 8 XBRL extraction bugs across PBF, UNH, UPS, LLY, FDX

ychan
and
claude
committed

Commits on Mar 2, 2026

docs: Add upstream feature analysis report for merge decision-making

ychan
and
claude
committed
chore: commit WIP changes before upstream merge

ychan
and
claude
committed
chore: stage all fork-local files before upstream merge

ychan
and
claude
committed
merge: Sync with upstream/main v5.19.1 (478 commits)

ychan
and
claude
committed
chore: import upstream gaap_mappings and section_membership as supplementary data

ychan
and
claude
committed
docs: Add post-merge financial database assessment report

ychan
and
claude
committed
feat: expand known_concepts at config load time using upstream GAAP mappings

ychan
and
claude
committed
feat: wire ExperimentLedger into E2E script + measure GAAP expansion impact

ychan
and
claude
committed
feat: add regression detection system with golden master promotion and cohort testing

ychan
and
claude
committed
feat: add yfinance reference snapshot system for deterministic E2E validation

ychan
and
claude
committed
data: generate initial yfinance reference snapshots for 43 companies

ychan
and
claude
committed

Commits on Mar 3, 2026

Commits on Mar 4, 2026

feat: Phase 3 expansion — 9 new companies across 3 sectors + SaaS fixes

ychan
and
claude
committed
fix: Phase 3 E2E validation — all 11 untested companies now passing

ychan
and
claude
committed
feat: add user-facing StandardizedFinancials API with 24 cross-company comparable metrics

ychan
and
claude
committed
feat: add FinancialDatabase — SQLite-backed store of standardized metrics

ychan
and
claude
committed
feat: add automated company onboarding pipeline for S&P 100 expansion

ychan
and
claude
committed
feat: onboard 40 S&P 100 companies — 96 total tickers, 665 golden masters, 0 regressions

ychan
and
claude
committed
feat: add pipeline orchestrator for agent-driven database expansion

ychan
and
claude
committed

Commits on Mar 5, 2026

Commits on Mar 6, 2026

fix: add OSError retry in orchestrator and surface silent XBRL failures

ychan
and
claude
committed

Commits on Mar 17, 2026

Commits on Mar 18, 2026

Commits on Mar 19, 2026

Commits on Mar 20, 2026

Commits on Mar 21, 2026

Commits on Mar 22, 2026

Commits on Mar 25, 2026

Commits on Mar 26, 2026

Commits on Mar 27, 2026

Commits on Mar 28, 2026

feat: signed formula engine & companion fixes O49-O52 (Consensus 016)

ychan
and
claude
committed

Commits on Mar 31, 2026

refactor: remove dead MCP/GPT escalation path from auto-eval loop

ychan
and
claude
committed
feat: graveyard replay breaks 0% KEEP rate — CQS 0.8224 → 0.8237

ychan
and
claude
committed

Commits on Apr 1, 2026

Commits on Apr 2, 2026

feat: Consensus 019 Day 1 — formula purge + extraction_failed fixes

ychan
and
claude
committed
feat: remove extraction_failed exclusions for COGS(6) + OperatingIncome(6) companies

ychan
and
claude
committed
docs: update autonomous system docs for Consensus 019 Phase A

ychan
and
claude
committed
feat: Phase B extraction fixes — classify remaining gaps correctly

ychan
and
claude
committed
docs: update autonomous docs for Phase B — CQS 0.8180, extraction_failed=5

ychan
and
claude
committed
fix: restore corrupted dollar amounts in ShortTermDebt notes

ychan
and
claude
committed
docs: update autonomous docs for Phase C — formulas reverted, config ceiling reached

ychan
and
claude
committed
docs: add ADR-001 for separating standardization package from upstream

ychan
and
claude
committed
docs: add ADR-002 for EdgarTools data trust analysis and SEC API path strategy

ychan
and
claude
committed
feat: Consensus 020 Scoring Integrity Sprint — CQS v2 baseline

ychan
and
claude
committed

Commits on Apr 3, 2026

Commits on Apr 4, 2026

feat: Consensus 021 — config collapse, industry expansion, TotalLiabilities composite

ychan
and
claude
committed
fix: TotalLiabilities composite formula — fix YAML nesting + add fallback concepts

ychan
and
claude
committed
feat: expand industry map for 100-company cohort

ychan
and
claude
committed
fix: classify PFE OperatingIncome as reference mismatch, not extraction error

ychan
and
claude
committed
fix: MCD WeightedAverageSharesDiluted — add scale_factor for iXBRL

ychan
and
claude
committed
fix: BAC/C ShareRepurchases — classify as reference mismatch

ychan
and
claude
committed
feat: ShortTermDebt composite — remove divergences for 5 companies

ychan
and
claude
committed
feat: ShortTermDebt composite — add LongTermDebtCurrent fallback concepts to extraction pipeline

ychan
and
claude
committed
feat: onboard 50 new companies for 100-company cohort

ychan
and
claude
committed
feat: Phase D — 100-company cohort at EF-CQS 0.8544

ychan
and
claude
committed
docs: update autonomous docs for Phase 13 — 100-co EF-CQS 0.8544

ychan
and
claude
committed
refactor: simplify Phase 13 code — deduplicate formula loops, consolidate overrides

ychan
and
claude
committed
docs: Consensus 022 — autonomous loop fate decided (Option B)

ychan
and
claude
committed
docs: subscription-grade roadmap design spec

ychan
and
claude
committed
feat: subscription-grade data contract — two-tier confidence signals, golden masters, regression monitor

ychan
and
claude
committed

Commits on Apr 5, 2026

feat: Phase 14 — fix forbidden_by_ticker scoring bug, EF-CQS 0.8544→0.9302

ychan
and
claude
committed
feat: NCI scope check + YAML migration — remove hardcoded Python constants

ychan
and
claude
committed
docs: expansion pipeline design spec — 3-skill agent-driven company coverage expansion

ychan
and
claude
committed
docs: add deep-consensus amendments to expansion pipeline spec

ychan
and
claude
committed
feat: add industry JSON fallback in config_loader (Amendment 1)

ychan
and
claude
committed
feat: confidence_scorer with per-root-cause thresholds (Amendment 2)

ychan
and
claude
committed
feat: report_generator — cohort and escalation markdown reports

ychan
and
claude
committed
feat: redirect update_company_tiers to JSON overrides (Amendment 1)

ychan
and
claude
committed
feat: config_applier — single JSON write path for expansion pipeline

ychan
and
claude
committed
feat: expand_cohort — inner loop for company onboarding pipeline

ychan
and
claude
committed
feat: investigate_gaps — outer loop with priority queue and pattern detection

ychan
and
claude
committed
docs: add expansion pipeline skills to CLAUDE.md + output directories

ychan
and
claude
committed
fix: address code review findings across expansion pipeline

ychan
and
claude
committed
fix: normalize root-cause taxonomy so confidence scorer handles all 13 auto_eval root causes

ychan
and
claude
committed
feat: enrich UnresolvedGapEntry with evidence fields for confidence scorer

ychan
and
claude
committed
refactor: consolidate update_company_tiers() to use config_applier

ychan
and
claude
committed
test: add integration tests for full evidence-to-scoring path

ychan
and
claude
committed
feat: add override exclusion analyzer to identify promotable industry patterns

ychan
and
claude
committed
refactor: replace duplicate SIC range loading with cached config_loader accessor

ychan
and
claude
committed
feat: promote industry-level exclusions and remove redundant per-company overrides

ychan
and
claude
committed
cleanup: delete 20 empty override files and remove empty sub-dicts from 8 others

ychan
and
claude
committed
refactor: simplify — cache SIC ranges, reuse config_loader, consolidate fix tracking

ychan
and
claude
committed
docs: add E2E calibration run artifacts (10-company cohort validation)

ychan
and
claude
committed
fix: derive components_found/needed from extraction_evidence in expand_cohort

ychan
and
claude
committed
feat: implement _try_deterministic_fix() with sign-error and concept-absent auto-fix

ychan
and
claude
committed
fix: use explicit None checks instead of truthiness in _try_deterministic_fix

ychan
and
claude
committed
feat: add evidence sidecar JSON to preserve XBRL evidence across markdown roundtrip

ychan
and
claude
committed
fix: use timezone-aware UTC, add gap_type to sidecar key for uniqueness

ychan
and
claude
committed
feat: inject peer_count into evidence before confidence scoring

ychan
and
claude
committed
refactor: simplify Phase 3 code after review

ychan
and
claude
committed
feat: replace binary graduated/needs_investigation with three-tier quality gating

ychan
and
claude
committed
Merge feature/ai-concept-mapping: 14 phases of autonomous XBRL extraction quality system

ychan
and
claude
committed
docs: add Run 022 post-merge CQS baseline to roadmap

ychan
and
claude
committed
docs: add 50-company expansion validation cohort report

ychan
and
claude
committed

Commits on Apr 6, 2026

refactor: remove redundant quality_tier field from CompanyResult

ychan
and
claude
committed
chore: capture auto-fix artifacts from 50-company expansion validation

ychan
and
claude
committed
fix: resolve PPE gaps for 15 cohort companies via known_divergences

ychan
and
claude
committed
chore: ignore .worktrees directory for isolated workspaces
ychan
committed
feat(auto-eval): Sub-project A — strict EF-CQS + determinism CI gate

ychan
and
claude
committed
refactor(auto-eval): freeze DETERMINISM_TEST_COHORT as tuple

ychan
and
claude
committed
test(auto-eval): pin EDGAR_DETERMINISM_DEGRADED parsing contract

ychan
and
claude
committed
test(auto-eval): cover legacy from_dict payload without ef_cqs_strict

ychan
and
claude
committed
test(auto-eval): strengthen test_strict_zero_division_safe with mixed case

ychan
and
claude
committed
test(auto-eval): determinism gate also asserts on ef_cqs_strict

ychan
and
claude
committed