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Author SHA1 Message Date
Hermes CI Fix 38a6de9325 feat(dupont): period-basis design (cumulative flow x average stock, optional annualize, identity guard)
ci/woodpecker/push/main Pipeline failed
Task: finance-20261003-dupont-period-basis-design-fullstack (P1; proposer wecom-finance)
Basis ruling: finance 2026-10-03 (Boss 09:49 CST DM approval of the design task)

- /reports/dupont accepts period/start/end/annualize (default YTD), returns
  period_start/period_end/basis/annualized metadata; identity guard
  |ROE - npm x turnover x multiplier| <= 0.05 pp, else identity_broken (no values).
- new app/utils/dupont_basis.py = single source of truth (window resolve, flow
  cumulative via voucher_details, stock average via subject_balances level=1,
  fail-closed basis_fallback, pure calc + identity check).
- scripts/kpi_dupont_deriver.py (idempotent derived writer, dry-run/check/write),
  scripts/apply_dupont_kpi_defs.py + sql/dupont_kpi_defs_20261003.sql (seed:
  F_ASSET_TOTAL/F_EQUITY_TOTAL/F_EQUITY_MULTIPLIER as derived; F_ASSET_TURNOVER
  manual -> derived). Seed already applied under approval 296cc1fd.
- scripts/verify_dupont_period_basis.py: read-only acceptance battery A1-A9
  (independent SQL recompute). BEFORE (base tree) 1/10 PASS -> AFTER 10/13 PASS;
  remaining 3 need the deriver value write (approval-gated).
- frontend DupontAnalysis.vue: period selector (YTD default) + annualize switch
  + caliber metadata bar + identity_broken alert.

No DDL. No ERP direct connection (old register_dupont_kpis.py caliber dropped).
2026-10-04 13:35:25 +08:00