YuzeJ21 · YuzeJ21 · Aug 21, 2026 · Aug 20, 2026 · Aug 20, 2026 · Aug 20, 2026
diff --git a/Makefile b/Makefile
@@ -1300,6 +1300,22 @@ ifndef EXPECTED_CANONICAL_SHA256
 endif
 	@PYTHONDONTWRITEBYTECODE=1 python3 -m src.sec_fundamentals_patch_preview --sec-preview-path "$(SEC_PREVIEW)" --canonical-path "$(or $(CANONICAL_PATH),data/fundamentals.csv)" --expected-sec-preview-sha256 "$(EXPECTED_SEC_PREVIEW_SHA256)" --expected-canonical-sha256 "$(EXPECTED_CANONICAL_SHA256)" --repository-head "$(shell git rev-parse HEAD)"
 
+.PHONY: sec-fundamentals-patch-apply
+sec-fundamentals-patch-apply:
+ifndef PATCH_PREVIEW
+	$(error PATCH_PREVIEW is required, for example: make sec-fundamentals-patch-apply PATCH_PREVIEW=/tmp/reviewed-patch.json)
+endif
+ifndef EXPECTED_PATCH_PREVIEW_SHA256
+	$(error EXPECTED_PATCH_PREVIEW_SHA256 is required)
+endif
+ifndef EXPECTED_CANONICAL_SHA256
+	$(error EXPECTED_CANONICAL_SHA256 is required)
+endif
+ifneq ($(CONFIRM_EXACT_FOUR_CELL_APPLY),1)
+	$(error CONFIRM_EXACT_FOUR_CELL_APPLY=1 is required)
+endif
+	@PYTHONDONTWRITEBYTECODE=1 python3 -m src.sec_fundamentals_patch_apply --patch-preview-path "$(PATCH_PREVIEW)" --canonical-path "$(or $(CANONICAL_PATH),data/fundamentals.csv)" --expected-patch-preview-sha256 "$(EXPECTED_PATCH_PREVIEW_SHA256)" --expected-canonical-sha256 "$(EXPECTED_CANONICAL_SHA256)" --repository-head "$(shell git rev-parse HEAD)" --authorize-exact-four-cell-apply
+
 demo-dashboard-render-smoke:
 	@STOCK_RESEARCH_DATA_PROFILE=demo python3 -m src.dashboard_render_smoke
 

diff --git a/data/fundamentals.csv b/data/fundamentals.csv
@@ -5,15 +5,15 @@ TSLA,EV,Consumer Discretionary,48.0,-0.0293069915037363,0.040009701878157,0.2,94
 SPY,Broad Market,ETF,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
 QQQ,Nasdaq Growth,ETF,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
 XLF,Financials,ETF,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
-AMD,,,,2.2434570906877664,0.8134734471758304,,5329000000.0,2.65,6735000000.0,,1.2638393694877088,0.6931882154250328,,,5585000000.0,4098000000.0,,1630600639.0,,,,,,sec_companyfacts,2017-12-30,2488,10-K,2018-02-27,0000002488-18-000042,EBITDA was not staged because no direct SEC EBITDA fact was available.,ADVANCED MICRO DEVICES INC,,,
+AMD,,,,2.2434570906877664,0.8134734471758304,,34639000000.0,2.65,6735000000.0,,1.2638393694877088,0.6931882154250328,,,5585000000.0,4098000000.0,,1630600639.0,,,,,,sec_companyfacts,2017-12-30,2488,10-K,2026-02-04,0000002488-18-000042,EBITDA was not staged because no direct SEC EBITDA fact was available.,ADVANCED MICRO DEVICES INC,,,
 AVGO,,,,3.117716768714201,0.2827609363008442,,20848000000.0,4.77,26914000000.0,,1.2909631619339983,1.2223714504988488,,,14174000000.0,66057000000.0,,4734668184.0,,,,,,sec_companyfacts,2018-11-04,1730168,10-K,2018-12-21,0001730168-18-000084,EBITDA was not staged because no direct SEC EBITDA fact was available.,Broadcom Inc.,,,
 COHR,,,,2.931500342667924,0.0425994611639342,,1158794000.0,-0.52,192764000.0,,0.1663488074670735,0.0829491695676712,,,1592730000.0,3193781000.0,,195639321.0,,,,,,sec_companyfacts,2018-06-30,820318,10-K,2018-08-28,0001564590-18-022409,EBITDA was not staged because no direct SEC EBITDA fact was available.,COHERENT CORP.,,,
 CRDO,,,,1.263434730787169,0.1194734130845401,,436775000.0,0.29,29022000.0,,0.0664461106977276,0.0849957071718848,,,1220464000.0,,,184449940.0,,,,,,sec_companyfacts,2025-05-03,1807794,10-K,2025-07-02,0001628280-25-033813,Debt was unavailable from SEC Companyfacts. | EBITDA was not staged because no direct SEC EBITDA fact was available.,Credo Technology Group Holding Ltd,,,
 HOOD,,,,0.515757370382921,0.4209702660406886,,4473000000.0,2.05,1610000000.0,,0.3599374021909233,,,,5012000000.0,,,791184698.0,,,,,,sec_companyfacts; sec_filing_document,2026-04-06,1783879,10-Q,2026-04-29,0001783879-26-000062,Debt was unavailable from SEC Companyfacts. | EBITDA was not staged because no direct SEC EBITDA fact was available. | Shares outstanding was unavailable from SEC Companyfacts. | Shares outstanding staged from explicit SEC filing document fact dei:EntityCommonStockSharesOutstanding.,"Robinhood Markets, Inc.",,,2026-06-26T01:38:24+00:00
 LITE,,,,-0.0653730653730653,0.0640138408304498,,404600000.0,0.37,-104700000.0,,-0.2587740978744439,-0.4451309935739001,,,2617800000.0,6520400000.0,,77800000.0,,,,,,sec_companyfacts,2019-06-29,1633978,10-K,2019-08-27,0001633978-19-000069,EBITDA was not staged because no direct SEC EBITDA fact was available.,Lumentum Holdings Inc.,,,
 META,,,,0.2216703849824621,0.3008369574952977,,200966000000.0,23.49,46109000000.0,,0.2294368201586338,0.4143785515957923,,,23426000000.0,58748000000.0,,2196045588.0,,,,,,sec_companyfacts; sec_filing_document,2026-03-09,1326801,10-Q,2026-04-30,0001628280-26-028526,EBITDA was not staged because no direct SEC EBITDA fact was available. | Shares outstanding was unavailable from SEC Companyfacts. | Shares outstanding staged from explicit SEC filing document fact dei:EntityCommonStockSharesOutstanding.,"Meta Platforms, Inc.",,,2026-06-26T01:41:27+00:00
 MU,,,,2.897781197896627,0.2809713401994011,,30391000000.0,7.59,1668000000.0,,0.0548846698035602,0.3214767529860814,,,13908000000.0,3624000000.0,,1127734051.0,,,,,,sec_companyfacts,2018-08-30,723125,10-K,2018-10-15,0000723125-18-000092,EBITDA was not staged because no direct SEC EBITDA fact was available.,MICRON TECHNOLOGY INC,,,
-AAPL,,,,3.9862949403923778,0.42173233682863,,265595000000.0,7.46,98767000000.0,,0.3718707053973155,0.5009506956079746,,,45572000000.0,82714000000.0,,14687356000.0,,,,,,sec_companyfacts,2018-09-29,320193,10-K,2018-11-05,0000320193-18-000145,EBITDA was not staged because no direct SEC EBITDA fact was available.,Apple Inc.,,,
+AAPL,,,,3.9862949403923778,0.42173233682863,,416161000000.0,7.46,98767000000.0,,0.3718707053973155,0.5009506956079746,,,45572000000.0,82714000000.0,,14687356000.0,,,,,,sec_companyfacts,2018-09-29,320193,10-K,2025-10-31,0000320193-18-000145,EBITDA was not staged because no direct SEC EBITDA fact was available.,Apple Inc.,,,
 GOOGL,,,,0.1509008108154437,0.3280987796522654,,402836000000.0,10.81,73266000000.0,,0.1818755026859565,0.3203263859238002,,,38063000000.0,79499000000.0,,5824000000.0,,,,,,sec_companyfacts; sec_filing_document,2026-03-16,1652044,10-Q,2026-04-30,0001652044-26-000048,EBITDA was not staged because no direct SEC EBITDA fact was available. | Shares outstanding was unavailable from SEC Companyfacts. | Shares outstanding staged from explicit SEC filing document fact dei:EntityCommonStockSharesOutstanding.,Alphabet Inc.,,,2026-06-26T01:36:19+00:00
 A,,,,0.0642551166111375,0.2913685152057245,,4472000000.0,4.57,1152000000.0,,0.257602862254025,0.3307245080500894,,,1758000000.0,3034000000.0,,282602317.0,,,,,,sec_companyfacts,2017-10-31,1090872,10-K,2017-12-21,0001090872-17-000018,EBITDA was not staged because no direct SEC EBITDA fact was available.,"AGILENT TECHNOLOGIES, INC.",,,
 ABBV,,,,0.0856676252352043,0.0690974493132766,,61160000000.0,2.36,17816000000.0,,0.2913015042511445,0.2464846304774362,,,9391000000.0,0.0,,1766792821.0,,,,,,sec_companyfacts,2025-12-31,1551152,10-K,2026-02-20,0001551152-26-000008,EBITDA was not staged because no direct SEC EBITDA fact was available.,AbbVie Inc.,,,

diff --git a/data/reviewed_batch_proofs.csv b/data/reviewed_batch_proofs.csv
@@ -1,4 +1,5 @@
 batch_id,review_date,reviewer,lane,scope,tickers,command_run,validation_result,preview_result,apply_result,pre_run_readiness_snapshot,post_run_readiness_snapshot,changed_readiness_counts,changed_tickers,source_files,generated_artifacts_reviewed,final_outcome,notes
+RB-20260820-SEC-DIRECT-001,2026-08-20,owner-authorized Codex review,fundamentals,exact SEC direct-field canonical apply,"AAPL,AMD",hash-guarded exact four-cell apply,make validate-data passed; affected tests passed; Research render smoke passed,inspection-only patch preview sha256=8d0da6bdd2dd52a938adcd1e882031fd3f278d3fc245151943f6f0d2c0e91553; projection identity=4749c18918220d53ca2d2dc27492bd81cec3f83dc11fb85d71848e9b899b616a,applied exact four cells; receipt sha256=af7d95169fdf568bfee93cc2f90dc94ce15b28326dbb3ab1c372f69715aaa944,saved readiness stale; no materialization,saved readiness stale; unchanged,no readiness counts changed,"AAPL,AMD",data/fundamentals.csv,only the exact reviewed canonical fundamentals artifact retained; all other generated churn excluded,human_reviewed_supported,"{""apply_receipt_sha256"":""af7d95169fdf568bfee93cc2f90dc94ce15b28326dbb3ab1c372f69715aaa944"",""canonical_after_sha256"":""6cd354f2cf2a2733224ec3a1ac2cbd70a0374cee5c55d18f7e680716c5aefc99"",""canonical_before_sha256"":""1b27ac9b31f9316177dfe060e21a90111d32c632104801ba4decae741ec0c418"",""changed_cells"":[""AMD:revenue"",""AMD:sec_filed_date"",""AAPL:revenue"",""AAPL:sec_filed_date""],""patch_preview_sha256"":""8d0da6bdd2dd52a938adcd1e882031fd3f278d3fc245151943f6f0d2c0e91553"",""readiness_mutated"":false}"
 RB-20260613T012355Z,2026-06-12,local reviewer,peers,top 10 peer reviewed batch packet,"AAPL,MSFT,CRDO,QQQ,SMH,AACB,AACI,AACO,AAPG,AARD",make coverage-frontier TOP_N=10 && make reviewed-batch LANE=peers TOP_N=10 && make peer-mapping-queue TOP_N=25,not_run_read_only,not_run_read_only,not_run_no_source_proof,peer-ready 9/3538; peer valuation inputs blocked,peer queue still shows 3512 missing source-backed mapping rows and 15 mapped rows waiting on peer valuation inputs,none; no data applied,none,outputs/reviewed_batch_packet.md; outputs/reviewed_batch_packet.csv; data/reports/peer_unlock_worklist.csv,kept reviewed packet and batch proof ledger; broad generated CSV churn excluded,skipped,Read-only peer lane pilot. Source proof was not applied; peer mapping and peer valuation inputs remain review-gated.
 RB-20260613T014434Z,2026-06-12,local reviewer,prices,top 10 price reviewed batch packet plus 3500-candidate dry run,"ARCT,ARDX,ARE,ARQT,ARRY,ARVN,ARW,ARWR,ASAN,ASB",make reviewed-batch LANE=prices TOP_N=10 && make price-refresh-loop DRY_RUN=1 MAX_CANDIDATES=3500 TOP_N=100 PROVIDER=yahoo && make reviewed-batch-compare LANE=prices BATCH_ID=RB-20260613T014434Z REVIEW_DATE=2026-06-12 TOP_N=10,not_run_dry_run_only,dry_run_reviewed_35_capped_batches_no_provider_call,not_run_no_data_changed,missing prior snapshot; make reviewed-batch-compare reported 0 prior rows,current readiness report has 3538 rows; no real refresh was run,not available; comparison blocked by missing prior snapshot,none,outputs/reviewed_batch_packet.md; outputs/reviewed_batch_packet.csv; dry-run terminal output; data/reports/ticker_readiness_report.csv,kept reviewed packet and batch proof ledger; broad generated CSV churn excluded,skipped,"Dry-run-only price pilot. Planned 35 capped 100-ticker batches for up to 3500 missing-price candidates; no provider call, import, apply, or local data refresh was run."
 RB-20260614-PRICE-COVERAGE,2026-06-14,local reviewer,prices,capped Yahoo missing-price refresh across remaining broad-universe price queue,capped_missing_price_queue; 3289 changed tickers; BF.B and BRK.B still blocked,make readiness-snapshot && make price-refresh-loop MAX_CANDIDATES=3500 TOP_N=100 PROVIDER=yahoo SLEEP_SECONDS=30 && make readiness && make status,make price-validate returned no_staged_file because no manual import file was used,make price-preview returned no_staged_file because direct capped provider refresh was used,price-refresh-loop completed capped provider refresh; no imports-apply path used,3538 rows from data/reports/ticker_readiness_report.previous.csv,3538 rows from data/reports/ticker_readiness_report.csv,overall_readiness_state blocked 3273->2 partial 265->3536; price_ready not_ready 3273->2 ready 265->3536; dcf_ready ready 23->27; peer_ready ready 9->26,"3289 changed; sample A,AAL,AAME,AAON,ABBV,ABEO,ABSI,ABT,ABTC,ABUS",data/prices.csv; outputs/price_update_status.csv; data/price_coverage_report.csv; data/reports/ticker_readiness_report.previous.csv; data/reports/ticker_readiness_report.csv,make diff-hygiene reviewed; broad generated CSV churn excluded from public commit by default,supported,"Real capped research-grade Yahoo price refresh. Price coverage now 3536/3538; BF.B and BRK.B remain provider/symbol blocked. No broker integration, order routing, auto-trading, or investment advice."