spb/firc0001_uqo

1# Research log — Russell 3000 strategic project database23| Date | Decision / event | Owner | Status |4|---|---|---|---|5| 2026-05-25 | S&P 500 universe cached (Wikipedia table) | team | done |6| 2026-06 | SPID release 1: 500 issuers, 153,894 sections, 39,930 mentions, 19,227 projects (gpt-4o-mini) | team | done |7| 2026-10-27 | Extension to Russell 3000 requested; universe = iShares IWV holdings (23 Oct 2026) as proxy — **decision: snapshot estimand, no historical membership** | SPB | done |8| 2026-10-27 | Distributed build (10 cluster nodes + 1 external gateway); contiguous CIK shards rebalanced after 1 h (interleaving) | SPB | done |9| 2026-10-27/28 | Full LLM extraction of 968,134 new sections (48 workers), ≈ 775 USD total | SPB (authorised by SPB) | done |10| 2026-10-28 01:10–06:22 | OpenAI credit exhaustion → 149,352 ledger rows with 0 mentions removed and re-run; **decision: add `call_status` to the ledger** | SPB | rows fixed; schema change proposed |11| 2026-10-28 | Merge, factors, pdb-api redeploy, French methodological report updated, WP 28 draft (English) | SPB | done |12| open | Author order and CRediT confirmation | all | **pending** |13| open | Annotation study (sample design in WP 28 §8) | all | **pending** |14| open | Linkage audit; probabilistic linker | to assign | pending |15| open | Amount typing pass; 8-K exhibit ingestion; recall test on long MD&A | to assign | pending |16| open | Licensed Russell constituent history? | to assign | pending |17| 2026-11-03 | Peer review of v1.0 opened (UQO-WP-REVIEW, branch `review-20261103`, baseline tag `review-baseline-20261103` = `678d233`); seven blinded referee reports, 125 items | review committee | done |18| 2026-11-05 | Chief Editor consolidation: major revision; integrity PASS; clusters A–N; constraint: no new LLM call, DuckDB read-only | review committee | done |19| 2026-11-05 | Stage D node audits on M3U96b (read-only, seed 20261105): ledger/calls reconciliation (N1), grounding of all 308,065 mentions (N2), resolver composition and specification curve (N3), two runs / two segmenters (N4), focus-window coverage (N5), financing false-positive classes (N6), 8-K item-code consistency (N7), rules-vs-LLM baseline (N8), time series with fixed cohort (N9), universe artefacts with SHA-256 (N10), annotation frame and protocol — no labels (N11), environment lock (N12), export regeneration (N13) | node executor | done |20| 2026-11-05 | Stage D laptop batches: generators de-literalised and inline-number macros (L1), 24 DOI-verified references and `bloom2021` → `kalyani2025` (L4), Russell 3000 coverage 85.3 % (L5), replication package with tests, `run_all.sh`, DAS draft (L6) | laptop executor | done |21| 2026-11-05 | Stage E: manuscript rewritten to the audited facts (v1.1): abstract, §1–§10 and appendices; `amount_raw`, ledger/calls, "schema-constrained", "not mechanically checkable", "reproducible end to end", "single extraction contract" corrected; project count reported as a range; cohort/run confound; gates (a) partial, (d) and (g) not met; exhibits rebuilt from `results/` | Stage E agents | done |22| 2026-11-05 | **Decisions pending (authors):** AD-1 release of the derived tables; AD-2 human annotation of the frame (n = 1,677 + 385); AD-3 licence (MIT / CC BY 4.0 proposed); AR-LLM-1..3 stability / re-submission / amount-typing calls; AR-LLM-4 re-submission of the suspect post-outage batch (≈ 2,686 calls); deterministic tie-breaker in `resolve.py`; `extraction_runs` / `call_status` schema; confirm the name of the research-design specification ("the brief") | all | **pending** |2324