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fix(screen): validate ETF subtype taxonomy - #61

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bearmug merged 2 commits into
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fix/etf-taxonomy-validation
Aug 21, 2026
Merged

fix(screen): validate ETF subtype taxonomy#61
bearmug merged 2 commits into
mainfrom
fix/etf-taxonomy-validation

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@bearmug bearmug commented Aug 21, 2026

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Summary

  • screen_etf now filters on type=fund AND subtype=etf upstream and post-filters client-side
  • Returns etfClassification: "verified" only for confirmed ETF subtypes
  • Exposes type, subtype, and expense_ratio (explicit null when missing) in default columns
  • Preferred shares, corporate instruments, CEFs, mutual funds, and trusts are excluded/labeled
  • Retrieval metadata (timestamp, source endpoint, cache-hit provenance) preserved from 0.7.0
  • Deterministic unit fixtures + TV_INTEGRATION-gated live regression fixture
  • Documents known-symbol lookup fallback when subtype cannot be verified

Closes #60

Test Plan

  • Unit suite: 252/252 pass
  • npm run build (tsc) passes
  • Integration fixture compiles and is correctly gated behind TV_INTEGRATION=1

@bearmug
bearmug merged commit 3c1d509 into main Aug 21, 2026
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@bearmug bearmug mentioned this pull request Aug 21, 2026
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screen_etf reports non-ETF funds because type=fund lacks subtype validation

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