Add inspection-only Golden Evidence Cohort - #120
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| as_of_date = _text(row.get("as_of_date")) | ||
| provenance = tuple( | ||
| field | ||
| for field, value in (("source", source_id), ("source_reference", source_ref), ("as_of_date", as_of_date)) | ||
| if not value |
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When a fundamentals row contains a nonempty but malformed as_of_date (for example, from a bad manual import), this value is treated as complete provenance, so approved numeric fields can enter usable_evidence_lanes and may make saved DCF evidence usable. Validate the date before clearing the provenance blocker so temporally invalid evidence remains withheld.
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| ticker | ||
| for ticker in candidate_groups | ||
| if ticker not in selected | ||
| and _asset_type(ticker, saved_by_ticker, proposed_by_ticker, universe_by_ticker) in OPERATING_ASSET_TYPES | ||
| ), |
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When the first distinct operating-company promotion has complete provenance, rights, field scope, and price evidence, it still satisfies this selection and is emitted as evidence_gap_control despite having no independent blockers. In that case the advertised negative control is absent—and _member can even report state="insufficient_evidence" alongside an empty blocker list—so require the selected candidate group to contain an actual evidence blocker.
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Summary
Cohort contract
Verification
Current data boundary
Saved readiness remains stale but tracked: prices 265/3538, fundamentals 23/3538, DCF 23/3538, peers 9/3538. The packet is inspection-only and does not activate any data or research conclusion.