diff --git a/README.md b/README.md index c632693..29b6584 100644 --- a/README.md +++ b/README.md @@ -59,6 +59,25 @@ Unknown, duplicate or malformed view parameters show a notice and the latest configured panel. With JavaScript disabled, all six demo panels remain readable. The report links to its method, GitHub project and author for further review. +## Download one view for review + +Each panel has **Download these metrics · CSV**. It saves only that cutoff/year's +nine metric rows, including the formula, unit, status, exact fraction, rounded +display and missing-input names. Switching views or reopening a shared link +selects the matching panel's download. **All metrics CSV** still contains all +54 demo rows. Every panel's download also works with JavaScript disabled. + +For Excel, use **Data → From Text/CSV**, select UTF-8, and keep the `as_of`, +`period` and `exact` columns as text to preserve dates, identities and fractions. +The `display` column is rounded; `exact` retains the saved rational value. +The CSV uses the same text markers for formula-shaped labels as the full export. + +Try the before/after-filing links above, downloading each view. FY2024 before +filing has nine `missing_input` rows with empty values. After filing, +`free_cash_flow` retains `108807000000/1`, unit `USD`, status `ok` and the +`operating_cash_flow - capex` formula. This is a filtered review export; +full source/lineage review and semantic verification use the complete report. + ## Contracts | Concern | Behavior | diff --git a/docs/INTERVIEW.md b/docs/INTERVIEW.md index 997e8c1..763b3ff 100644 --- a/docs/INTERVIEW.md +++ b/docs/INTERVIEW.md @@ -12,6 +12,12 @@ 先指出前一日缺失不等于零,再展开后一日的自由现金流 **108,807 百万美元**及其输入与 SEC 来源。 这里使用手工整理的公开年报摘录与 SEC 申报日期,不是原样 API 下载或盘中可得时间证明。 +再用两分钟练一次实际交付:在两种截止日下分别点 **Download these metrics · CSV**, +核对每份只有九行,且 `as_of`、`period` 与页面一致。申报前的 `exact`、`display` 留空, +状态是 `missing_input`;申报后 FCF 为 `108807000000/1` USD,仍保留公式。 +Excel 用“数据 → 从文本/CSV”按 UTF-8 导入,将 `as_of`、`period`、`exact` 设为文本, +再解释精确值、显示值与缺失值的区别。指标摘录须连同完整报告的事实和血缘继续审阅。 + **验证**:独立 SQL 查询逐条对照。修改指标 CSV 并更新哈希,语义复算仍拒绝。测试覆盖未来信息、季度混入、单位不匹配、同日冲突、缺失值与零分母。 追问要点:`fy` 不能代替事实本身的期间;缺失不等于零;增长没有按周数归一化;哈希验证一致性而不证明来源真实性;扩展到其他公司需要补充概念、单位与会计政策映射。 diff --git a/docs/METHODOLOGY.md b/docs/METHODOLOGY.md index 602e108..a9b9484 100644 --- a/docs/METHODOLOGY.md +++ b/docs/METHODOLOGY.md @@ -80,3 +80,28 @@ reports should be regenerated into a new directory from their saved facts and request before verification with this renderer. Pages deployment also waits for this browser job, alongside the Linux/Windows test and installed-wheel checks. + +## Current-panel metric downloads + +Each saved panel embeds a UTF-8 CSV data URL with exactly its metric rows and +the same nine columns as the full `metrics.csv`. Both use the same CSV serializer +and text-label contract. Full fractions, negative numbers, formulas, statuses +and empty missing values remain unchanged; the browser does not scrape displayed +numbers or recalculate financial values. Filenames contain the validated cutoff +date; original period identities stay in the rows rather than the filename. + +The native download anchor belongs to its panel, so link/history restoration +and invalid-link fallback expose the corresponding download. Without JavaScript, +all panels retain their own links. CSV importers may infer cell types; select +UTF-8 and import `as_of`, `period` and `exact` as text when using Excel. +This excerpt alone is not a complete replay bundle: source facts, lineage and +verification remain available from the report's full nine-file inventory. + +Unit checks compare every panel's decoded download with its full-export slice, +including formula-shaped labels, controls/Unicode, quoted newlines, negative +values and hand-checked before/after-filing results. Real Chrome saves actual +files, parses their rows independently and compares every column with the full +export, including after view changes/fallback and without JavaScript. Browser +checks assert the actual `innerWidth` at desktop/narrow sizes. Only committed +HTML and its manifest hash are refreshed; seven financial/input files retain +their original bytes. diff --git a/examples/demo/index.html b/examples/demo/index.html index 06180f8..ea22c04 100644 --- a/examples/demo/index.html +++ b/examples/demo/index.html @@ -1,4 +1,4 @@ -StatementTrace · financial statement evidence

PUBLIC FILING → PERIOD CONTRACT → SOURCE LINEAGE

StatementTrace

Apple Inc. · CIK 320193

公开财报指标追溯。切换申报截止日,观察当时可用的数据。Saved financial facts are replayed locally; the demo uses a curated filing excerpt. Cutoffs use the SEC filed date, with no intraday availability assumption.

GitHub project · Method · Author profile

Facts CSV · Metrics CSV · Full lineage · Selection decisions · SHA-256 manifest

FY 2023 · as of 2023-11-03

2022-09-25 → 2023-09-30 · 371 inclusive days · amounts in USD

Financial metrics / 财务指标

MetricValueUnitStatusFormula and lineage
net_margin0.253062ratiooknet_income / revenue
Fact IDs: f2700ee683dd, 1f6399e28518
operating_margin0.298214ratiookoperating_income / revenue
Fact IDs: 973807d1911e, 1f6399e28518
cash_conversion1.139677ratiookoperating_cash_flow / net_income
Fact IDs: 9218edb7cee4, f2700ee683dd
current_ratio0.988012ratiookcurrent_assets / current_liabilities
Fact IDs: fec5efa70ba8, 672601608dda
liability_ratio0.823741ratiookliabilities / assets
Fact IDs: 366b55f41ddb, 62c6b6135c02
free_cash_flow99584000000.000000USDokoperating_cash_flow - capex
Fact IDs: 9218edb7cee4, 9fbabc39dcef
fcf_margin0.259817ratiook(operating_cash_flow - capex) / revenue
Fact IDs: 9218edb7cee4, 9fbabc39dcef, 1f6399e28518
balance_residual0.000000USDokassets - liabilities - equity
Fact IDs: 62c6b6135c02, 366b55f41ddb, 4d224c603ad0
revenue_growthratiomissing_inputrevenue / previous_period_revenue - 1
Fact IDs: 1f6399e28518

Selected facts / 原始数据

FactUSDFiledConceptSEC filing
revenue383,285,000,0002023-11-03RevenueFromContractWithCustomerExcludingAssessedTax0000320193-23-000106
operating_income114,301,000,0002023-11-03OperatingIncomeLoss0000320193-23-000106
net_income96,995,000,0002023-11-03NetIncomeLoss0000320193-23-000106
operating_cash_flow110,543,000,0002023-11-03NetCashProvidedByUsedInOperatingActivities0000320193-23-000106
capex10,959,000,0002023-11-03PaymentsToAcquirePropertyPlantAndEquipment0000320193-23-000106
assets352,583,000,0002023-11-03Assets0000320193-23-000106
liabilities290,437,000,0002023-11-03Liabilities0000320193-23-000106
equity62,146,000,0002023-11-03StockholdersEquity0000320193-23-000106
current_assets143,566,000,0002023-11-03AssetsCurrent0000320193-23-000106
current_liabilities145,308,000,0002023-11-03LiabilitiesCurrent0000320193-23-000106
cash29,965,000,0002023-11-03CashAndCashEquivalentsAtCarryingValue0000320193-23-000106

FY 2024 · as of 2023-11-03

2023-10-01 → 2024-09-28 · 364 inclusive days · amounts in USD

Financial metrics / 财务指标

MetricValueUnitStatusFormula and lineage
net_marginratiomissing_inputnet_income / revenue
Fact IDs:
operating_marginratiomissing_inputoperating_income / revenue
Fact IDs:
cash_conversionratiomissing_inputoperating_cash_flow / net_income
Fact IDs:
current_ratioratiomissing_inputcurrent_assets / current_liabilities
Fact IDs:
liability_ratioratiomissing_inputliabilities / assets
Fact IDs:
free_cash_flowUSDmissing_inputoperating_cash_flow - capex
Fact IDs:
fcf_marginratiomissing_input(operating_cash_flow - capex) / revenue
Fact IDs:
balance_residualUSDmissing_inputassets - liabilities - equity
Fact IDs:
revenue_growthratiomissing_inputrevenue / previous_period_revenue - 1
Fact IDs: 1f6399e28518

Selected facts / 原始数据

FactUSDFiledConceptSEC filing
revenueMissing at this cutoff
operating_incomeMissing at this cutoff
net_incomeMissing at this cutoff
operating_cash_flowMissing at this cutoff
capexMissing at this cutoff
assetsMissing at this cutoff
liabilitiesMissing at this cutoff
equityMissing at this cutoff
current_assetsMissing at this cutoff
current_liabilitiesMissing at this cutoff
cashMissing at this cutoff

FY 2023 · as of 2024-10-31

2022-09-25 → 2023-09-30 · 371 inclusive days · amounts in USD

Financial metrics / 财务指标

MetricValueUnitStatusFormula and lineage
net_margin0.253062ratiooknet_income / revenue
Fact IDs: f2700ee683dd, 1f6399e28518
operating_margin0.298214ratiookoperating_income / revenue
Fact IDs: 973807d1911e, 1f6399e28518
cash_conversion1.139677ratiookoperating_cash_flow / net_income
Fact IDs: 9218edb7cee4, f2700ee683dd
current_ratio0.988012ratiookcurrent_assets / current_liabilities
Fact IDs: fec5efa70ba8, 672601608dda
liability_ratio0.823741ratiookliabilities / assets
Fact IDs: 366b55f41ddb, 62c6b6135c02
free_cash_flow99584000000.000000USDokoperating_cash_flow - capex
Fact IDs: 9218edb7cee4, 9fbabc39dcef
fcf_margin0.259817ratiook(operating_cash_flow - capex) / revenue
Fact IDs: 9218edb7cee4, 9fbabc39dcef, 1f6399e28518
balance_residual0.000000USDokassets - liabilities - equity
Fact IDs: 62c6b6135c02, 366b55f41ddb, 4d224c603ad0
revenue_growthratiomissing_inputrevenue / previous_period_revenue - 1
Fact IDs: 1f6399e28518

Selected facts / 原始数据

FactUSDFiledConceptSEC filing
revenue383,285,000,0002023-11-03RevenueFromContractWithCustomerExcludingAssessedTax0000320193-23-000106
operating_income114,301,000,0002023-11-03OperatingIncomeLoss0000320193-23-000106
net_income96,995,000,0002023-11-03NetIncomeLoss0000320193-23-000106
operating_cash_flow110,543,000,0002023-11-03NetCashProvidedByUsedInOperatingActivities0000320193-23-000106
capex10,959,000,0002023-11-03PaymentsToAcquirePropertyPlantAndEquipment0000320193-23-000106
assets352,583,000,0002023-11-03Assets0000320193-23-000106
liabilities290,437,000,0002023-11-03Liabilities0000320193-23-000106
equity62,146,000,0002023-11-03StockholdersEquity0000320193-23-000106
current_assets143,566,000,0002023-11-03AssetsCurrent0000320193-23-000106
current_liabilities145,308,000,0002023-11-03LiabilitiesCurrent0000320193-23-000106
cash29,965,000,0002023-11-03CashAndCashEquivalentsAtCarryingValue0000320193-23-000106

FY 2024 · as of 2024-10-31

2023-10-01 → 2024-09-28 · 364 inclusive days · amounts in USD

Financial metrics / 财务指标

MetricValueUnitStatusFormula and lineage
net_marginratiomissing_inputnet_income / revenue
Fact IDs:
operating_marginratiomissing_inputoperating_income / revenue
Fact IDs:
cash_conversionratiomissing_inputoperating_cash_flow / net_income
Fact IDs:
current_ratioratiomissing_inputcurrent_assets / current_liabilities
Fact IDs:
liability_ratioratiomissing_inputliabilities / assets
Fact IDs:
free_cash_flowUSDmissing_inputoperating_cash_flow - capex
Fact IDs:
fcf_marginratiomissing_input(operating_cash_flow - capex) / revenue
Fact IDs:
balance_residualUSDmissing_inputassets - liabilities - equity
Fact IDs:
revenue_growthratiomissing_inputrevenue / previous_period_revenue - 1
Fact IDs: 1f6399e28518

Selected facts / 原始数据

FactUSDFiledConceptSEC filing
revenueMissing at this cutoff
operating_incomeMissing at this cutoff
net_incomeMissing at this cutoff
operating_cash_flowMissing at this cutoff
capexMissing at this cutoff
assetsMissing at this cutoff
liabilitiesMissing at this cutoff
equityMissing at this cutoff
current_assetsMissing at this cutoff
current_liabilitiesMissing at this cutoff
cashMissing at this cutoff

FY 2023 · as of 2024-11-01

2022-09-25 → 2023-09-30 · 371 inclusive days · amounts in USD

Financial metrics / 财务指标

MetricValueUnitStatusFormula and lineage
net_margin0.253062ratiooknet_income / revenue
Fact IDs: 0b3251fc98a4, 19c20566e318
operating_margin0.298214ratiookoperating_income / revenue
Fact IDs: 2b88e06fea40, 19c20566e318
cash_conversion1.139677ratiookoperating_cash_flow / net_income
Fact IDs: d366fc430e23, 0b3251fc98a4
current_ratio0.988012ratiookcurrent_assets / current_liabilities
Fact IDs: 1fbe75660699, 75a4639e0efa
liability_ratio0.823741ratiookliabilities / assets
Fact IDs: 3a57576b1582, e2484f97b92b
free_cash_flow99584000000.000000USDokoperating_cash_flow - capex
Fact IDs: d366fc430e23, 18fa3088d1c6
fcf_margin0.259817ratiook(operating_cash_flow - capex) / revenue
Fact IDs: d366fc430e23, 18fa3088d1c6, 19c20566e318
balance_residual0.000000USDokassets - liabilities - equity
Fact IDs: e2484f97b92b, 3a57576b1582, bbcc43e732e5
revenue_growthratiomissing_inputrevenue / previous_period_revenue - 1
Fact IDs: 19c20566e318

Selected facts / 原始数据

FactUSDFiledConceptSEC filing
revenue383,285,000,0002024-11-01RevenueFromContractWithCustomerExcludingAssessedTax0000320193-24-000123
operating_income114,301,000,0002024-11-01OperatingIncomeLoss0000320193-24-000123
net_income96,995,000,0002024-11-01NetIncomeLoss0000320193-24-000123
operating_cash_flow110,543,000,0002024-11-01NetCashProvidedByUsedInOperatingActivities0000320193-24-000123
capex10,959,000,0002024-11-01PaymentsToAcquirePropertyPlantAndEquipment0000320193-24-000123
assets352,583,000,0002024-11-01Assets0000320193-24-000123
liabilities290,437,000,0002024-11-01Liabilities0000320193-24-000123
equity62,146,000,0002024-11-01StockholdersEquity0000320193-24-000123
current_assets143,566,000,0002024-11-01AssetsCurrent0000320193-24-000123
current_liabilities145,308,000,0002024-11-01LiabilitiesCurrent0000320193-24-000123
cash29,965,000,0002024-11-01CashAndCashEquivalentsAtCarryingValue0000320193-24-000123

FY 2024 · as of 2024-11-01

2023-10-01 → 2024-09-28 · 364 inclusive days · amounts in USD

Financial metrics / 财务指标

MetricValueUnitStatusFormula and lineage
net_margin0.239713ratiooknet_income / revenue
Fact IDs: ac7be940bcc7, 7c06142e9003
operating_margin0.315102ratiookoperating_income / revenue
Fact IDs: 055a79abfd16, 7c06142e9003
cash_conversion1.261564ratiookoperating_cash_flow / net_income
Fact IDs: 003e612d3e12, ac7be940bcc7
current_ratio0.867313ratiookcurrent_assets / current_liabilities
Fact IDs: 0499f05df177, af3aa9b92f19
liability_ratio0.843964ratiookliabilities / assets
Fact IDs: 595aa3d3eb65, bf66e05fcc98
free_cash_flow108807000000.000000USDokoperating_cash_flow - capex
Fact IDs: 003e612d3e12, c174ac7f89f8
fcf_margin0.278254ratiook(operating_cash_flow - capex) / revenue
Fact IDs: 003e612d3e12, c174ac7f89f8, 7c06142e9003
balance_residual0.000000USDokassets - liabilities - equity
Fact IDs: bf66e05fcc98, 595aa3d3eb65, 71990ebae271
revenue_growth0.020220ratiookrevenue / previous_period_revenue - 1
Fact IDs: 7c06142e9003, 19c20566e318

Selected facts / 原始数据

FactUSDFiledConceptSEC filing
revenue391,035,000,0002024-11-01RevenueFromContractWithCustomerExcludingAssessedTax0000320193-24-000123
operating_income123,216,000,0002024-11-01OperatingIncomeLoss0000320193-24-000123
net_income93,736,000,0002024-11-01NetIncomeLoss0000320193-24-000123
operating_cash_flow118,254,000,0002024-11-01NetCashProvidedByUsedInOperatingActivities0000320193-24-000123
capex9,447,000,0002024-11-01PaymentsToAcquirePropertyPlantAndEquipment0000320193-24-000123
assets364,980,000,0002024-11-01Assets0000320193-24-000123
liabilities308,030,000,0002024-11-01Liabilities0000320193-24-000123
equity56,950,000,0002024-11-01StockholdersEquity0000320193-24-000123
current_assets152,987,000,0002024-11-01AssetsCurrent0000320193-24-000123
current_liabilities176,392,000,0002024-11-01LiabilitiesCurrent0000320193-24-000123
cash29,943,000,0002024-11-01CashAndCashEquivalentsAtCarryingValue0000320193-24-000123

Missing is not zero. Ratios are exact rational values; display is rounded. Replay locally: statementtrace verify examples/demo. The verifier checks consistency with bundled inputs; hashes do not authenticate SEC data.