Retain company PIT objects

packets/f7281e1eb2812d04b89580f63c62d2cc545ce503bf071d04181e7ed16fb7a259.json

@@ -0,0 +1 @@
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+{"boundary":"Selected currentIds in this frozen release. Retained packets preserve additional versions. No benchmark answers.","companyCount":627,"distributionVersion":"1.0.0","publisher":"AhaSignals","releaseSha256":"0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030","selectedFactCount":116316,"tables":{"companies.jsonl.gz":"412ab49982f51e68d79f17dede08caa084e9f09255381a496fafd993feb60dd0","companies.parquet":"f9db74473c9358de35bdaa1b61b083cd3ec8d593f2edd20998c309b74aebb46b","facts.jsonl.gz":"6a9ef42c54f5929fb720cb4ea8123dc4959e9ac1379eb59d25d3520e183c1577","facts.parquet":"5b3788d8920317ec31f5430e65df61f67786a357e2648de0de462789676f6a65"}}

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/README.md

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+# Company disclosure PIT observations
+
+AhaSignals · original compilation and code CC BY 4.0; underlying source rights remain.
+https://ahasignals.com/research/company-pit-observations/
+
+A frozen release pins the observed company universe, exact company packet hashes,
+source screening decisions, coverage gaps and unreviewed comparison leads. This is
+an observation dataset, not the separate frozen PIT evaluation benchmark.
+
+The release kit contains metadata and Python tools, not all financial rows. Download
+selected company packets or the entire pinned universe explicitly, then replay offline.
+Packets are shared across releases instead of republishing the same financial history.
+Python 3 standard library only; no account or model subscription. No code runs from
+financial inputs. Download tools only from a trusted source. Hashes identify bytes,
+not source truth, historical completeness or model performance.
+
+1. Save the public catalog from /data/company-pit/v1/index.json. Run:
+   python3 replay.py select --catalog index.json --as-of UTC_CUTOFF
+2. Download that row's kitUrl; verify its kitSha256 before extracting. Keep sha256
+   from the independently obtained catalog as RELEASE_HASH. Do not use today's
+   company universe for an earlier decision. The kit is flat and has no nested paths.
+3. From the extracted directory:
+   python3 replay.py verify --release . --sha256 RELEASE_HASH
+   python3 replay.py fetch --release . --sha256 RELEASE_HASH --cik 0001769628 --cache packets
+   python3 replay.py replay --release . --sha256 RELEASE_HASH --cik 0001769628 --cache packets --as-of UTC_CUTOFF
+   Replace --cik with --all only for fetch to download the whole pinned universe.
+   Fetch performs bounded-size reads of fixed AhaSignals HTTPS packet URLs, at most
+   two sequential requests per second. Redirects and hash mismatches fail. Existing
+   valid cached packets are reused. Replay and verification never use the network.
+
+UTC_CUTOFF must be a full UTC instant, for example 2026-09-26T00:00:00Z; this is an
+input example, not a claim that a release exists on that date. Missing releases,
+companies or local packets return unavailable with a nonzero exit, never zero data.
+
+## Time and selection boundaries
+
+frozenAt is when this release was constructed, not when it first became available
+on the public web. sourceAsOf is the source collection run's finish time. Each fact
+keeps filedDate (date precision only), financial period and firstObservedAt. Initial
+historical facts were collected later: 2023 figures collected in 2026 cannot establish
+what AhaSignals knew in 2023. A cutoff before the first release is unavailable even
+if its underlying packet was constructed earlier. Replay is release-granular.
+
+The screen uses SEC non-affiliate public float >= USD 10 billion, not live market
+cap or index membership. Coverage is selective: entity-wide standard US-GAAP USD
+facts. Original cumulative periods are preserved. A passing structural comparison
+is not proof of constant business scope. Candidates, stale observations, failed
+collections, exited members and unreviewed guidance are explicit. Cadence is best
+effort; successful publication does not imply all sources were collected successfully.
+
+## Changes and review
+
+review-candidates.jsonl compares retained packets between releases. Value differences
+under the same concept/unit/period require review, even under the same accession.
+Facts leaving currentIds may reflect the rolling period window. Neither proves a
+restatement. The first release supplies a baseline and has no prospective revision
+claims. No candidate becomes an evaluation answer without a separate reviewed release.
+
+Cite the frozen release hash, company CIK, packet hash, fact ID, reporting period and
+first observation time. Keep the linked source filing and research boundaries.
+AhaSignals is independent of the SEC and covered issuers. Research only.

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/checksums.sha256

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+8dfc9abca906bbc3a5515adc826510e466d4d40a68dd9cfaa46c427b255c53ca  README.md
+802be724c9fae67d0019728b441f7120b6c01cc69f3915eb2bccec94e293fd08  citation.bib
+eda36b97d29082f104a5b695487b450cf9dbe82e3845e80cda12f8613e941b7e  coverage.json
+63120e38c813afb3330a276b127c4a08d21164e6760b0e11982fab193a20f74d  packet.py
+0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030  release.json
+76594ba621a3fcf848d68a7ac8239d380a267ede134b0457991234d56ef1d817  replay.py
+b45b497aa598f2b0e10bebf4d270e8c7c2bd8ed1111f2c6cc701f9ba21c9d2cd  review-candidates.jsonl
+9859f73e824fdcca177f8cea7abc42bd26a11c5f2190052870180ac04cfc6797  screen.json
+818ce301981f089a2a4f4da6f83ab71cca9d9e9f8c637d68c2b18620f228486e  snapshot.json
+4b56a8862059339699364e857b9fde693346c1a5c393e9ae93959c0bb5c53dbb  study.json

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/citation.bib

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+@misc{ahasignals_company_pit_20261010,
+  author = {{AhaSignals}},
+  title = {Company disclosure PIT observations},
+  year = {2026},
+  note = {Frozen 2026-10-10T10:12:39Z; source index SHA-256 818ce301981f089a2a4f4da6f83ab71cca9d9e9f8c637d68c2b18620f228486e},
+  url = {https://ahasignals.com/research/company-pit-observations/}
+}

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/packet.py

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+#!/usr/bin/env python3
+"""Verify a pinned AhaSignals company packet and select facts known at a UTC cutoff."""
+import argparse
+import datetime as dt
+import hashlib
+import json
+import math
+from pathlib import Path
+import re
+
+FACT_KEYS={'cik','concept','label','unit','value','start','end','filedDate','accession','form','id','firstObservedAt','firstSourceSha256','sourceUrl'}
+PACKET_KEYS={'cik','name','tickers','exchanges','sic','sicDescription','sector','screen','factsSource','submissionSource','version','publisher','facts','currentIds','comparisons','comparativeChanges','guidanceStatus','scope','reviewStatus','previousSha256','recordedAt','contentSignature'}
+CONCEPTS={'Revenues','RevenueFromContractWithCustomerExcludingAssessedTax','SalesRevenueNet','NetIncomeLoss','NetCashProvidedByUsedInOperatingActivities','PaymentsToAcquirePropertyPlantAndEquipment','Assets','CashAndCashEquivalentsAtCarryingValue'}
+
+def instant(v):
+    if not isinstance(v,str) or not re.fullmatch(r'\d{4}-\d{2}-\d{2}T\d{2}:\d{2}:\d{2}Z',v):raise ValueError('UTC instant required')
+    return dt.datetime.fromisoformat(v.replace('Z','+00:00'))
+
+def check(condition,why):
+    if not condition:raise ValueError(why)
+
+def sha(v):return isinstance(v,str) and bool(re.fullmatch('[a-f0-9]{64}',v))
+
+def verify(data,expected):
+    check(sha(expected) and hashlib.sha256(data).hexdigest()==expected,'packet SHA-256 mismatch')
+    p=json.loads(data)
+    check(set(p)==PACKET_KEYS and p['publisher']=='AhaSignals' and p['version']=='1.0.0','unknown packet fields/version')
+    check(bool(re.fullmatch(r'\d{10}',p['cik'])),'invalid CIK')
+    check(p['previousSha256'] is None or sha(p['previousSha256']),'invalid parent hash')
+    instant(p['recordedAt'])
+    for field,route in [('factsSource','api/xbrl/companyfacts'),('submissionSource','submissions')]:
+        s=p[field];check(set(s)=={'url','sha256','observedAt'} and sha(s['sha256']),'unknown source fields')
+        check(s['url']==f'https://data.sec.gov/{route}/CIK{p["cik"]}.json','source issuer mismatch')
+        check(instant(s['observedAt'])<=instant(p['recordedAt']),'source observed after packet')
+    check(set(p['screen'])=={'status','measurement'},'screen fields')
+    m=p['screen']['measurement']
+    if m:
+        check(set(m)=={'val','end','filed','accn','unit','concept','sourceUrl'},'measurement fields')
+        check(m['unit']=='USD' and m['concept']=='dei:EntityPublicFloat','wrong float unit/concept')
+        check(m['end']<=p['submissionSource']['observedAt'][:10] and m['filed']<=p['submissionSource']['observedAt'][:10],'future float')
+    ids=set()
+    for r in p['facts']:
+        check(set(r)==FACT_KEYS,'unknown fact fields')
+        check(r['cik']==p['cik'] and r['unit']=='USD' and r['concept'] in {'us-gaap:'+c for c in CONCEPTS},'unsupported fact')
+        check(isinstance(r['value'],(int,float)) and not isinstance(r['value'],bool) and math.isfinite(r['value']),'invalid value')
+        check(sha(r['id']) and sha(r['firstSourceSha256']) and r['id'] not in ids,'invalid/duplicate fact ID');ids.add(r['id'])
+        check(bool(re.fullmatch(r'\d{10}-\d{2}-\d{6}',r['accession'])),'invalid accession')
+        check(r['sourceUrl']==f'https://www.sec.gov/Archives/edgar/data/{int(p["cik"])}/{r["accession"].replace("-", "")}/{r["accession"]}-index.htm','unexpected filing URL')
+        check(r['filedDate']<=r['firstObservedAt'][:10] and r['end']<=r['firstObservedAt'][:10],'future fact')
+        check(instant(r['firstObservedAt'])<=instant(p['recordedAt']),'future observation')
+        if r['start']:check(r['start']<=r['end'],'negative period')
+    check(len(set(p['currentIds']))==len(p['currentIds']) and set(p['currentIds'])<=ids,'unknown current fact')
+    for c in p['comparisons']:
+        check(set(c)=={'concept','currentId','priorId','growthPercent','reason'},'comparison fields')
+        check(c['currentId'] in ids and (c['priorId'] is None or c['priorId'] in ids),'unknown comparison input')
+    for c in p['comparativeChanges']:
+        check(set(c)=={'concept','start','end','factIds','status','reason'} and set(c['factIds'])<=ids,'change fields')
+    return p
+
+def replay(p,as_of):
+    cutoff=instant(as_of)
+    # Applying today's currentIds to an older date would leak removals and eligibility changes.
+    check(instant(p['recordedAt'])<=cutoff,'Use a retained packet recorded no later than as-of; this observation packet did not exist yet')
+    current_ids=set(p['currentIds'])
+    rows=[r for r in p['facts'] if r['id'] in current_ids and instant(r['firstObservedAt'])<=cutoff]
+    return {'publisher':'AhaSignals','asOf':as_of,'cik':p['cik'],'packetRecordedAt':p['recordedAt'],
+            'scope':'Observed facts, not proof of historical market-wide availability. Original durations remain unchanged.',
+            'facts':rows,'comparisons':p['comparisons'],'guidanceStatus':p['guidanceStatus']}
+
+if __name__=='__main__':
+    a=argparse.ArgumentParser();a.add_argument('packet',type=Path);a.add_argument('--sha256',required=True);a.add_argument('--as-of',required=True);v=a.parse_args()
+    print(json.dumps(replay(verify(v.packet.read_bytes(),v.sha256),v.as_of),ensure_ascii=False,indent=2))

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/release-kit.zip

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+version https://git-lfs.github.com/spec/v1
+oid sha256:ef04e36a813581ea52068a73074aab7a1e3ae706bf9d4b756679ac39252f7120
+size 190167

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/release.json

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+{"boundary":"Retained observation universe from this construction clock onward. Not historical market-wide availability, investment advice, or the frozen PIT evaluation benchmark.","builderSha256":"0319635eac19b78124aa1be991b24ccf04f9f9d0705c53d058748cb9be42a311","files":{"README.md":"8dfc9abca906bbc3a5515adc826510e466d4d40a68dd9cfaa46c427b255c53ca","citation.bib":"802be724c9fae67d0019728b441f7120b6c01cc69f3915eb2bccec94e293fd08","coverage.json":"eda36b97d29082f104a5b695487b450cf9dbe82e3845e80cda12f8613e941b7e","packet.py":"63120e38c813afb3330a276b127c4a08d21164e6760b0e11982fab193a20f74d","replay.py":"76594ba621a3fcf848d68a7ac8239d380a267ede134b0457991234d56ef1d817","review-candidates.jsonl":"b45b497aa598f2b0e10bebf4d270e8c7c2bd8ed1111f2c6cc701f9ba21c9d2cd","screen.json":"9859f73e824fdcca177f8cea7abc42bd26a11c5f2190052870180ac04cfc6797","snapshot.json":"818ce301981f089a2a4f4da6f83ab71cca9d9e9f8c637d68c2b18620f228486e","study.json":"4b56a8862059339699364e857b9fde693346c1a5c393e9ae93959c0bb5c53dbb"},"frozenAt":"2026-10-10T10:12:39Z","previousReleaseSha256":"0608b8a0aafe53809d29de320cde86c0bfaca8c78ce4ab4a1fe9d6ab54ff780d","publisher":"AhaSignals","sourceAsOf":"2026-10-10T10:11:38Z","sourceIndexSha256":"818ce301981f089a2a4f4da6f83ab71cca9d9e9f8c637d68c2b18620f228486e","version":"1.0.0"}

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/replay.py

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+#!/usr/bin/env python3
+"""AhaSignals company PIT release selection, verification and offline replay."""
+import argparse,datetime as dt,hashlib,json,re,time,urllib.request
+from pathlib import Path
+import sys
+sys.dont_write_bytecode=True
+import packet
+
+PAGE='https://ahasignals.com/research/company-pit-observations/'
+ROOT='https://ahasignals.com/data/company-pit/v1/'
+FILES={'snapshot.json','screen.json','study.json','coverage.json','review-candidates.jsonl','replay.py','packet.py','README.md','citation.bib'}
+def encode(v):return (json.dumps(v,ensure_ascii=False,sort_keys=True,separators=(',',':'))+'\n').encode()
+def digest(b):return hashlib.sha256(b).hexdigest()
+def check(ok,why):
+ if not ok:raise ValueError(why)
+def select(index,as_of):
+ cutoff=packet.instant(as_of)
+ rows=index['releases'];seen=set();previous=None
+ for r in rows:
+  check(packet.sha(r['sha256']) and r['sha256'] not in seen,'Invalid or duplicate release hash');seen.add(r['sha256'])
+  clock=packet.instant(r['frozenAt']);check(previous is None or clock>previous,'Unordered release catalog');previous=clock
+  check(r['releaseUrl']==ROOT+'releases/'+r['sha256']+'/release.json','Unexpected release URL')
+ eligible=[r for r in rows if packet.instant(r['frozenAt'])<=cutoff]
+ return eligible[-1] if eligible else None
+
+def verify(folder,expected):
+ folder=Path(folder);raw=(folder/'release.json').read_bytes()
+ check(packet.sha(expected) and digest(raw)==expected,'Release SHA-256 mismatch')
+ r=json.loads(raw)
+ check(set(r)=={'version','publisher','frozenAt','sourceAsOf','sourceIndexSha256','previousReleaseSha256','builderSha256','files','boundary'},'Unknown release fields')
+ check(r['version']=='1.0.0' and r['publisher']=='AhaSignals','Unknown release contract')
+ clock=packet.instant(r['frozenAt']);check(packet.instant(r['sourceAsOf'])<=clock,'Future source snapshot')
+ check(set(r['files'])==FILES and packet.sha(r['builderSha256']),'Unexpected release files')
+ check(r['previousReleaseSha256'] is None or packet.sha(r['previousReleaseSha256']),'Invalid release parent')
+ for name,sha in r['files'].items():check(packet.sha(sha) and digest((folder/name).read_bytes())==sha,'File hash mismatch: '+name)
+ i=json.loads((folder/'snapshot.json').read_bytes());c=json.loads((folder/'coverage.json').read_bytes())
+ check(digest(encode(i))==r['sourceIndexSha256'] and i['asOf']==r['sourceAsOf'],'Source index mismatch')
+ check(i['screenSha256']==digest((folder/'screen.json').read_bytes()) and i['studySha256']==digest((folder/'study.json').read_bytes()),'Source report mismatch')
+ check(len(i['companies'])==c['companyCount'] and len(c['companies'])==c['companyCount'],'Coverage count mismatch')
+ check(len({x['cik'] for x in i['companies']})==len(i['companies']),'Duplicate issuer')
+ for e in i['companies']:
+  check(re.fullmatch(r'\d{10}',e['cik']) and packet.sha(e['sha256']),'Invalid company identity')
+  check(e['packetUrl']=='/data/company-evidence/v1/packets/'+e['sha256']+'.json','Unexpected packet URL')
+  check(packet.instant(e['updatedAt'])<=clock and packet.instant(e['lastCheckedAt'])<=clock,'Company clock after release')
+ check(c['frozenAt']==r['frozenAt'],'Coverage clock mismatch')
+ return r,i,c
+
+def replay(folder,expected,as_of,cik,cache):
+ r,i,c=verify(folder,expected);cutoff=packet.instant(as_of)
+ check(packet.instant(r['frozenAt'])<=cutoff,'Release unavailable at cutoff; select an older retained release. No backdating.')
+ entry=next((e for e in i['companies'] if e['cik']==cik),None)
+ check(entry is not None,'Issuer absent from this frozen universe; do not use current membership')
+ p=packet.verify((Path(cache)/(entry['sha256']+'.json')).read_bytes(),entry['sha256'])
+ check(p['cik']==cik and p['recordedAt']==entry['updatedAt'],'Wrong issuer or packet clock')
+ check(packet.instant(p['recordedAt'])<=packet.instant(r['frozenAt']),'Packet created after release')
+ result=packet.replay(p,as_of)
+ result.update(releaseSha256=expected,releaseFrozenAt=r['frozenAt'],sourceIndexSha256=r['sourceIndexSha256'],packetSha256=entry['sha256'],screenStatus=entry['status'],collectionError=entry['collectionError'],boundary='Facts and membership of this pinned release, not a live query. Select the latest retained release no later than the requested cutoff. A later cutoff does not refresh these observations; no proof of first public web availability.')
+ return result
+
+def fetch(folder,expected,cache,cik=None,all_companies=False):
+ _,i,_=verify(folder,expected)
+ check(bool(cik)!=bool(all_companies),'Choose exactly one CIK or --all')
+ entries=i['companies'] if all_companies else [e for e in i['companies'] if e['cik']==cik]
+ check(bool(entries),'Issuer absent from frozen universe')
+ cache=Path(cache);cache.mkdir(parents=True,exist_ok=True)
+ class NoRedirect(urllib.request.HTTPRedirectHandler):
+  def redirect_request(self,*args,**kwargs):return None
+ opener=urllib.request.build_opener(NoRedirect)
+ for e in entries:
+  dest=cache/(e['sha256']+'.json')
+  if dest.exists():
+   p=packet.verify(dest.read_bytes(),e['sha256']);check(p['cik']==e['cik'],'Cached issuer mismatch');continue
+  # Only AhaSignals normalized public packets; never request SEC or a supplied host.
+  req=urllib.request.Request('https://ahasignals.com'+e['packetUrl'],headers={'User-Agent':'AhaSignals-PIT-replay/1.0'})
+  with opener.open(req,timeout=30) as response:raw=response.read(10_000_001)
+  check(len(raw)<=10_000_000,'Packet exceeds size limit');p=packet.verify(raw,e['sha256']);check(p['cik']==e['cik'],'Issuer mismatch')
+  dest.write_bytes(raw);time.sleep(.5)
+ return {'verifiedPackets':len(entries),'boundary':'Previously cached valid packets are reused. No credentials or SEC requests.'}
+
+def main():
+ a=argparse.ArgumentParser(description=__doc__);a.add_argument('command',choices=['select','verify','fetch','replay']);a.add_argument('--catalog',type=Path);a.add_argument('--release',type=Path);a.add_argument('--sha256');a.add_argument('--as-of');a.add_argument('--cik');a.add_argument('--all',action='store_true');a.add_argument('--cache',type=Path,default=Path('packets'));v=a.parse_args()
+ try:
+  if v.command=='select':
+   check(v.catalog is not None and v.as_of is not None,'--catalog and --as-of required');result=select(json.loads(v.catalog.read_bytes()),v.as_of);check(result is not None,'No retained release at or before cutoff')
+  else:
+   check(v.release is not None and v.sha256 is not None,'--release and externally pinned --sha256 required')
+   if v.command=='verify':r,i,c=verify(v.release,v.sha256);result={'verified':True,'frozenAt':r['frozenAt'],'companyCount':len(i['companies']),'coverageStatus':c['status']}
+   elif v.command=='fetch':result=fetch(v.release,v.sha256,v.cache,v.cik,v.all)
+   else:
+    check(v.as_of is not None and v.cik is not None,'--as-of and --cik required');result=replay(v.release,v.sha256,v.as_of,v.cik,v.cache)
+  print(json.dumps(result,ensure_ascii=False,indent=2))
+ except (ValueError,KeyError,FileNotFoundError,TypeError) as e:a.exit(2,'Unavailable: '+str(e)+'\n')
+if __name__=='__main__':main()

upstream/releases/0405e98882a7b4f322420e76e74a3f6d2361053a8b6e36b781981d1ebe29b030/study.json

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+{"asOf":"2026-10-10T10:11:38Z","automaticallyReviewedGuidanceCount":0,"changedContextCount":1912,"companyCount":627,"comparisonReasons":{"changed-comparative-requires-review":80,"no-compatible-prior-annual-period":40,"nonpositive-prior-denominator":83,"same-concept-annual-arithmetic":2155},"method":"Same-concept annual arithmetic only. Different comparative values, ambiguous periods and nonpositive denominators suppress growth. No cross-company economic ranking.","profiles":{"Banking and credit":34,"Chemicals and pharmaceuticals":38,"Communications and utilities":53,"Equipment and electronics":135,"Insurance":35,"Other finance and real estate":34,"Other manufacturing":55,"Other operating companies":58,"Real estate trusts":32,"Resources and construction":24,"Software and computer services":60,"Trade":51,"Transport":18},"publisher":"AhaSignals"}