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4 changes: 4 additions & 0 deletions .gitignore
Original file line number Diff line number Diff line change
Expand Up @@ -61,3 +61,7 @@ outputs/project_status_top_actions.csv
outputs/project_status_next_steps.csv
local_artifacts_backup/
.worktrees/
/output/documents/Stock_Research_Command_Center_Interview_Brief.docx
/output/pdf/Stock_Research_Command_Center_Interview_Brief.pdf
/output/source/Stock_Research_Command_Center_Interview_Brief.py
/tmp/interview_brief/
6 changes: 5 additions & 1 deletion Makefile
Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
.PHONY: help help-full next-stage profile-context research-change-snapshot research-change-monitor research-review-queue research-event-review-record demo demo-data-build demo-data-check demo-dashboard demo-dashboard-smoke demo-dashboard-render-smoke local-profile-seed linkedin-share-check public-performance-contract public-performance-gate public-ux-review-checklist public-ux-review-checklist-json public-ux-review-notes public-ux-review-notes-check public-ux-review-note pilot-review-feedback pilot-feedback-closeout browser-qa-evidence browser-qa-capture-plan hosted-demo-readiness pilot-readiness-check pilot-readiness-packet pilot-share-brief trusted-data-pilot trusted-data-pilot-candidates trusted-data-pilot-packet trusted-data-pilot-lane trusted-data-pilot-board trusted-data-pilot-evidence reviewed-data-proof reviewed-data-proof-record reviewed-batch-proof reviewed-batch-proof-record reviewed-batch-compare reviewed-batch-preflight proof-readiness-reconciliation auto-refresh-plan auto-refresh-daily auto-refresh-weekly auto-refresh-optional auto-refresh-runbook auto-refresh-status scheduler-activation-checklist auto-apply-gate lane-outcome-history price-reviewed-run fundamentals-batch-proof peer-batch-proof peer-mapping-source-review peer-mapping-writeback-guard public-demo-readiness-pack readiness-ops-center readiness-queue data-coverage-proof-queues coverage-frontier data-coverage-planner coverage-expansion-loop readiness-ops-evidence reviewed-batch decision-proof-queue metric-readiness metric-readiness-board benchmark-risk-review diff-hygiene diff-hygiene-summary diff-hygiene-files data-release-decision public-release-package public-release-handoff license-status session-source-preflight source-activation-guide provider-setup-checklist provider-smoke fmp-smoke alpha-vantage-smoke finnhub-smoke universe-scope fundamentals-source-ladder fundamentals-source-ladder-queue optional-context-source-ladder optional-context-source-ladder-queue fmp-stage alpha-vantage-stage finnhub-stage yfinance-stage sec-filing-share-stage staged-hygiene-check public-wording-check public-check status status-check test pipeline stock-report stock-report-md local-tickers monthly track-record validate-data data-sources-check data-sources research-health research-health-check risk-context action-queue action-queue-check project-status project-status-check verify validate-all daily dashboard dashboard-smoke sec-stage sec-validate sec-preview sec-apply imports-validate imports-preview imports-apply import-staging universe-preview universe-preview-summary universe-stage universe-apply universe-refresh universe-report universe-active coverage data-wizard unlock-ladder unlock-summary command-bundles command-bundle-details command-bundle-runbook bundle-prices bundle-fundamentals bundle-peers bundle-prices-broader bundle-fundamentals-broader bundle-peers-broader detail-prices detail-fundamentals detail-peers detail-prices-broader detail-fundamentals-broader detail-peers-broader runbook-prices runbook-fundamentals runbook-peers runbook-prices-broader runbook-fundamentals-broader runbook-peers-broader focus-price focus-fundamentals focus-peers onboarding templates price-status price-worklist fundamentals-peer-worklist optional-context-worklist sec-stage-queue peer-mapping-queue dcf-input-proof-queue dcf-input-proof-handoff dcf-input-source-review dcf-input-source-command-plan dcf-input-source-guard share-count-proof-queue price-history-proof-queue price-validate price-preview price-apply price-refresh price-refresh-loop price-normalize import-prices price-coverage dcf-readiness import-fundamentals optional-context-summary optional-context-readiness import-earnings import-analyst-estimates readiness readiness-preview readiness-release-review readiness-release-record readiness-release-guard readiness-materialize readiness-snapshot research-decisions earnings-nowcast-pilot earnings-nowcast-walkthrough earnings-nowcast-templates earnings-nowcast-validate earnings-nowcast-preview earnings-nowcast-readiness earnings-nowcast-prospective-plan
.PHONY: help help-full next-stage profile-context research-change-snapshot research-change-monitor research-review-queue research-event-review-record demo demo-data-build demo-data-check demo-dashboard demo-dashboard-smoke demo-dashboard-render-smoke local-profile-seed linkedin-share-check public-performance-contract public-performance-gate public-ux-review-checklist public-ux-review-checklist-json public-ux-review-notes public-ux-review-notes-check public-ux-review-note pilot-review-feedback pilot-feedback-closeout browser-qa-evidence browser-qa-capture-plan hosted-demo-readiness pilot-readiness-check pilot-readiness-packet pilot-share-brief trusted-data-pilot trusted-data-pilot-candidates trusted-data-pilot-packet trusted-data-pilot-lane trusted-data-pilot-board trusted-data-pilot-evidence reviewed-data-proof reviewed-data-proof-record reviewed-batch-proof reviewed-batch-proof-record reviewed-batch-compare reviewed-batch-preflight proof-readiness-reconciliation auto-refresh-plan auto-refresh-daily auto-refresh-weekly auto-refresh-optional auto-refresh-runbook auto-refresh-status scheduler-activation-checklist auto-apply-gate lane-outcome-history price-reviewed-run fundamentals-batch-proof peer-batch-proof peer-mapping-source-review peer-mapping-writeback-guard public-demo-readiness-pack readiness-ops-center readiness-queue data-coverage-proof-queues coverage-frontier data-coverage-planner coverage-expansion-loop readiness-ops-evidence reviewed-batch decision-proof-queue metric-readiness metric-readiness-board benchmark-risk-review diff-hygiene diff-hygiene-summary diff-hygiene-files data-release-decision public-release-package public-release-handoff license-status session-source-preflight source-activation-guide provider-setup-checklist provider-smoke fmp-smoke alpha-vantage-smoke finnhub-smoke universe-scope fundamentals-source-ladder fundamentals-source-ladder-queue optional-context-source-ladder optional-context-source-ladder-queue fmp-stage alpha-vantage-stage finnhub-stage yfinance-stage sec-filing-share-stage staged-hygiene-check public-wording-check public-check status status-check test pipeline stock-report stock-report-md local-tickers monthly track-record validate-data data-sources-check data-sources research-health research-health-check risk-context action-queue action-queue-check project-status project-status-check verify validate-all daily dashboard dashboard-smoke sec-stage sec-validate sec-preview sec-apply imports-validate imports-preview imports-apply import-staging universe-preview universe-preview-summary universe-stage universe-apply universe-refresh universe-report universe-active coverage data-wizard unlock-ladder unlock-summary command-bundles command-bundle-details command-bundle-runbook bundle-prices bundle-fundamentals bundle-peers bundle-prices-broader bundle-fundamentals-broader bundle-peers-broader detail-prices detail-fundamentals detail-peers detail-prices-broader detail-fundamentals-broader detail-peers-broader runbook-prices runbook-fundamentals runbook-peers runbook-prices-broader runbook-fundamentals-broader runbook-peers-broader focus-price focus-fundamentals focus-peers onboarding templates price-status price-worklist fundamentals-peer-worklist optional-context-worklist sec-stage-queue peer-mapping-queue dcf-input-proof-queue dcf-input-proof-handoff dcf-input-source-review dcf-input-source-command-plan dcf-input-source-guard share-count-proof-queue price-history-proof-queue price-validate price-preview price-apply price-refresh price-refresh-loop price-normalize import-prices price-coverage dcf-readiness import-fundamentals optional-context-summary optional-context-readiness import-earnings import-analyst-estimates readiness readiness-preview readiness-evidence-remediation readiness-release-review readiness-release-record readiness-release-guard readiness-materialize readiness-snapshot research-decisions earnings-nowcast-pilot earnings-nowcast-walkthrough earnings-nowcast-templates earnings-nowcast-validate earnings-nowcast-preview earnings-nowcast-readiness earnings-nowcast-prospective-plan

.PHONY: thesis-journal thesis-journal-preview thesis-journal-record
.PHONY: prospective-field-proof-status prospective-field-proof-audit prospective-field-proof-preview prospective-field-proof-record
Expand Down Expand Up @@ -331,6 +331,7 @@ help-full:
@echo ""
@echo "Advanced readiness boundaries:"
@echo " make readiness-preview [TOP_N=20] In-memory preview: stable readiness impact, change causes, and promotion evidence without writing files"
@echo " make readiness-evidence-remediation [TOP_N=20] [JSON=1] Closest-first inspection-only evidence queue; stdout only"
@echo " make readiness-release-review [TOP_N=20] [JSON=1] Review the exact default readiness candidate without writing"
@echo " make readiness-release-record PREVIEW_RECEIPT=<receipt> REVIEWER=<name> REVIEW_DATE=<yyyy-mm-dd> TECHNICAL_DECISION=<approved|rejected> DISTRIBUTION_DECISION=<approved|rejected|external_review_required> CONFIRM_REVIEWED=1 Record one exact named review"
@echo " make readiness-release-guard RECORD_ID=<record_id> Revalidate one record and print exact named staging paths"
Expand Down Expand Up @@ -1482,6 +1483,9 @@ readiness:
readiness-preview:
@PYTHONDONTWRITEBYTECODE=1 python3 -m src.readiness_preview --top-n $(or $(TOP_N),20)

readiness-evidence-remediation:
@PYTHONDONTWRITEBYTECODE=1 python3 -m src.readiness_evidence_remediation --top-n $(or $(TOP_N),20) $(if $(JSON),--json,)

readiness-release-review:
@PYTHONDONTWRITEBYTECODE=1 python3 -m src.readiness_release_review review --project-root . --top-n $(or $(TOP_N),20) $(if $(JSON),--json,)

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3 changes: 3 additions & 0 deletions docs/OPERATOR_GUIDE.md
Original file line number Diff line number Diff line change
Expand Up @@ -76,9 +76,12 @@ Inspect readiness impact after changing reviewed source data or imports; do not
```bash
make pipeline # no-write guarded composite verification
make readiness-preview TOP_N=20
make readiness-evidence-remediation TOP_N=20
make project-status-check
```

When the preview contains many technical promotions, `make readiness-evidence-remediation TOP_N=20` ranks the closest evidence-review candidates while keeping provenance, exact-source rights, registered field scope, price lineage, and timing blockers independent. Add `JSON=1` for deterministic structured stdout. The queue writes nothing and cannot apply canonical rows, change source rights, materialize readiness, or promote a ticker.

An optional ignored local package requires explicit authorization through `CONFIRM_MATERIALIZE=1 make readiness-materialize PROFILE=<default|demo|local>` and is not tracked release evidence. `make readiness-release-review TOP_N=20` applies only when an exact existing tracked 18-file candidate has been separately identified for review.

`make project-status` also writes `outputs/project_status_remaining_stages.csv`. Use that stage map when deciding what is truly next after the public package is ready: LinkedIn manual share, hosted Streamlit deployment, FMP provider activation, peer readiness upgrade, optional earnings/estimate context, source-proof queue exhaustion, coverage-depth gaps, UX polish, and generated-artifact hygiene. The stage map is read-only; it separates actionable pending dependencies (`awaiting_external_setup`, `awaiting_reviewed_source`, and `awaiting_source_change`) from ready, manual-verification, and excluded states. These pending states do not turn the overall roadmap terminal: preserve their evidence, continue another executable product/share item, and resume only when the dependency changes. Lower-level tools may still report precise diagnostics such as `external_account_required` or `external_key_required`.
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