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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-evidence-remediation golden-evidence-cohort 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 golden-evidence-cohort golden-price-lineage-proof 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 @@ -333,6 +333,7 @@ help-full:
@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 golden-evidence-cohort [TOP_N=5] [JSON=1] Five-role inspection-only evidence packet; stdout only"
@echo " make golden-price-lineage-proof [LIVE=1] [REVIEW_CUTOFF=<iso>] [JSON=1] Four-name public price candidate proof; stdout only and no apply path"
@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 @@ -1490,6 +1491,9 @@ readiness-evidence-remediation:
golden-evidence-cohort:
@PYTHONDONTWRITEBYTECODE=1 python3 -m src.golden_evidence_cohort --top-n $(or $(TOP_N),5) $(if $(JSON),--json,)

golden-price-lineage-proof:
@PYTHONDONTWRITEBYTECODE=1 python3 -m src.golden_price_lineage_proof $(if $(filter 1 true yes,$(LIVE)),--live,) $(if $(REVIEW_CUTOFF),--review-cutoff "$(REVIEW_CUTOFF)",) $(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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4 changes: 2 additions & 2 deletions docs/PERSONAL_RESEARCH_MODE.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,14 +4,14 @@ Personal Research is the default local workspace for repeated company review. It

## Workflow

Personal Research uses one in-content Personal research workflow navigation for its four primary pages. The same DOM node becomes a compact desktop rail and a wrapped phone grid whose four primary destinations remain discoverable without horizontal scrolling; its labelled Workspace mode disclosure replaces the retired Personal/Public/Operator sidebar selector. The main column omits the Operator command/readiness header and broad profile strip, so the route-specific question and answer appear first. Public and Operator remain explicit URL modes. Data Health and Proof History remain secondary direct-link evidence routes, reuse the same workflow nav with no false current core item, and intentionally do not join the primary navigation.
Personal Research uses one in-content Personal research workflow navigation for its four primary pages. The same DOM node becomes a compact desktop rail and a wrapped phone grid whose four primary destinations remain discoverable without horizontal scrolling; its labelled Workspace mode disclosure replaces the retired Personal/Public/Operator sidebar selector. The main column omits the Operator command/readiness header and broad profile strip, so the route-specific question and answer appear first. Public and Operator remain explicit URL modes. Data Health and Proof History remain secondary direct-link evidence routes, reuse the same workflow nav with a truthful Advanced Evidence current-location cue instead of a false current core item, and intentionally do not join the primary navigation.

1. **Research Desk** starts with one **Today's Research Brief**: what saved work needs attention, one traceable reason, the saved-readiness warning, and one action to Monitor for saved follow-up items, Data Health for a separate saved-source freshness condition, or Discover when neither is due. It derives the saved-item count from the same summary items Monitor uses rather than treating one event and its category rows as interchangeable counts. A zero-item answer applies only to evidence loaded in the workspace and never proves that no external event or research need exists. Weekly, cohort, observation, coverage, and source-change detail remains under collapsed Advanced Evidence.
2. **Discover** answers two different questions separately. **Screen eligibility — when supported** applies the unchanged strict Daily Momentum & Valuation evidence gates. **Browse saved companies** is an alphabetical, readiness-only evidence-access list that explains why each company is inspectable, what evidence is usable, and the main evidence gap before opening its Company Brief. Browsing is not screen eligibility, ranking, opportunity scoring, or a recommendation, and it does not read legacy ranking outputs.
3. **Company Workbench** starts with one Company Brief answering `Use now -> Still withheld -> What changed -> Next research task`, followed by the visible research-only stop rule and ticker-preserving Data Health action. `Open evidence and analysis modules` restores the existing Research Decision Lab, business trend, valuation, forward context, authoring, conclusion detail, methodology, and offline HTML brief for the current session. The primary task is not repeated in the detailed layer; the same task object still feeds the HTML snapshot. Technical lane coverage and Decision Lab evidence remain under collapsed Advanced sections.

After that explicit action, the detailed sequence remains `What Changed -> Research Decision Lab -> Business Trend` before valuation, forward context, withheld evidence, and conclusion detail.
4. **Monitor** now answers one question through one **Follow-up Queue**: **Since the last review**, **Needs verification**, **Waiting on evidence**, **Scheduled context**, and **Evidence freshness**. When saved actionable evidence exists, five compact panels render once and any due process rows stay in focused-cohort order. When no saved research item is due but a saved-source freshness condition needs attention, the same five categories remain visible, the answer explicitly separates that condition from a saved item or live alert, and one **Open Data Health** action leads to evidence review. Only when neither a saved item nor a saved-source freshness condition needs attention does Monitor render the concise empty state, explicitly say this does not prove that no external event, risk, or research need exists, and provide one **Open Discover** action.
4. **Monitor** now answers one question through one **Follow-up Queue**: **Since the last review**, **Needs verification**, **Waiting on evidence**, **Scheduled context**, and **Evidence freshness**. When opened from a selected Company Workbench, it provides an explicit return action but keeps the same focused-cohort-wide follow-up scope; the return company does not filter cards, rows, counts, freshness, or evidence. When saved actionable evidence exists, five compact panels render once and any due process rows stay in focused-cohort order. When no saved research item is due but a saved-source freshness condition needs attention, the same five categories remain visible, the answer explicitly separates that condition from a saved item or live alert, and one **Open Data Health** action leads to evidence review. Only when neither a saved item nor a saved-source freshness condition needs attention does Monitor render the concise empty state, explicitly say this does not prove that no external event, risk, or research need exists, and provide one **Open Discover** action.

The Follow-up Queue reuses the fixed seven-day summary, unresolved saved source-change rows, existing discipline precedence, and independent readiness/observation freshness. Full process rows, stable identities, and source-change evidence remain under `Advanced: Monitor evidence`. Monitor-only rows are retained there; they are not deleted, promoted, rescored, or reinterpreted. Five-company Earnings Nowcast readiness remains a separate collapsed Advanced section. Ordinary route use writes nothing.

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