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docs(mvp): complete QV governance spec and glossary (#86) - #115

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JLaborda merged 2 commits into
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feature/86-quantitative-value-glossary
Jul 1, 2026
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docs(mvp): complete QV governance spec and glossary (#86)#115
JLaborda merged 2 commits into
developfrom
feature/86-quantitative-value-glossary

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@JLaborda

@JLaborda JLaborda commented Jul 1, 2026

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Summary

  • Expand spec/features/013-quantitative-value/spec.md with forensic bottom-5% gate, FS-Score 10 components, value pool, and portfolio defaults; mark governance acceptance criteria done and status in_progress.
  • Reorder spec/constitution/roadmap.md "After the demo" for QV-first Phase 2 with child issues Phase 2: Multi-period fundamentals ETL and PIT history #87Phase 2: Magic Formula benchmark path isolation #92.
  • Update CONTEXT.md with production QV terms (FS-Score, value pool, QV funnel rank); scope Magic Formula ROC/EY/combined rank to benchmark-only.

Closes #86

Pre-commit gate

  • format: no changes
  • lint: passed
  • test: passed (228 tests)

Test plan

  • make lint
  • make test
  • Manual review of glossary vs spec/features/013-quantitative-value/spec.md

Made with Cursor

JLaborda and others added 2 commits July 1, 2026 09:45
Document FS-Score components, forensic bottom-5% gate, and portfolio
defaults. Reorder "After the demo" with QV-first child issues (#87#92).

Co-authored-by: Cursor <cursoragent@cursor.com>
Scope MF ROC/EY/combined rank to benchmark-only; add FS-Score, value
pool, EBIT/TEV, and QV funnel rank for Phase 2 production scoring.

Closes #86

Co-authored-by: Cursor <cursoragent@cursor.com>
@codecov

codecov Bot commented Jul 1, 2026

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Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 97.87%. Comparing base (01f2172) to head (7bedbd2).

Additional details and impacted files
@@           Coverage Diff            @@
##           develop     #115   +/-   ##
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  Coverage    97.87%   97.87%           
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  Files           23       23           
  Lines         1552     1552           
  Branches       192      192           
========================================
  Hits          1519     1519           
  Misses          25       25           
  Partials         8        8           

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@JLaborda
JLaborda merged commit 1fd4c13 into develop Jul 1, 2026
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@JLaborda
JLaborda deleted the feature/86-quantitative-value-glossary branch July 1, 2026 09:49
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