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N13: export_stats.py (L1 revision) re-run read-only on M3U96b; 26/28 baseline CSV byte-identical, 2 identical up to tie order; stats.json 41 keys + 4 new exports

Items: FIRC0001-AI_C-11 DATA-01 DATA-08 ECON-09 ECON-13 EDIT-14 EDIT-17 THEO-13.
44 s; cross-checks vs the audits agree (gate 703,737; backfill 154,964 / 1,070; outage 5.25 h; 0.600 count 3,278; MD&A median 9,905; annual_panel 2,499).
Flagged for the owner of export_stats.py: amount_raw_deviations 0 (NULL-blind <>, should be 584), october_wall_clock_hours 22.05 / 16.0 per s
(measured from the backfill timestamp; 13.68 h / 31.9 rows/s), sp500_run.sections_logged 4,271 (should be 153,894); non-deterministic row order in two dumps.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Simon-Pierre Boucher committed (Nov 5, 2026) parent 00e0278 Browse files

7 changed files +547 −19

7 changed files
Unified Split
added code/audit/a13_export_stats_check.sh +49 −0
@@ -0,0 +1,49 @@
1 +#!/bin/bash
2 +# N13 - re-run the (L1-modified) code/export_stats.py on the master node into a scratch directory, read-only,
3 +# and diff the 29 baseline CSV exports against the regenerated ones (byte identity gate), then the new files.
4 +# usage (on M3U96b): bash scripts/a13_export_stats_check.sh (expects scripts/export_stats.py = worktree code/export_stats.py,
5 +# and baseline/ = the 29 CSV + stats.json of commit 678d233)
6 +set -u
7 +cd "$HOME/firc0001_review" || exit 1
8 +OUT="results/export_check"; mkdir -p "$OUT/data" logs
9 +PY="$HOME/UQO_RESEARCH_DB/.venv/bin/python"
10 +echo "START $(date -Iseconds)"; T0=$(date +%s)
11 +nice -n 10 env OMP_NUM_THREADS=4 "$PY" -I scripts/export_stats.py "$HOME/UQO_RESEARCH_DB" "$OUT/data" > logs/a13_export_stats.log 2>&1
12 +RC=$?
13 +echo "export_stats.py rc=$RC in $(( $(date +%s) - T0 )) s"
14 +{
15 +echo "# N13 export reconciliation — $(date -Iseconds) on $(hostname), rc=$RC, $(( $(date +%s) - T0 )) s"
16 +echo
17 +echo "## Byte identity of the 29 baseline CSV (commit 678d233) vs the regenerated exports"
18 +echo '```'
19 +IDENT=0; DIFF=0; MISSING=0
20 +for f in baseline/*.csv; do
21 + b=$(basename "$f")
22 + if [ ! -f "$OUT/data/$b" ]; then echo "MISSING $b"; MISSING=$((MISSING+1)); continue; fi
23 + if cmp -s "$f" "$OUT/data/$b"; then echo "identical $b"; IDENT=$((IDENT+1)); else echo "DIFFERS $b"; DIFF=$((DIFF+1)); fi
24 +done
25 +echo "identical=$IDENT differs=$DIFF missing=$MISSING"
26 +echo '```'
27 +if [ "$DIFF" -gt 0 ]; then
28 + echo; echo "## Differences"; echo '```'
29 + for f in baseline/*.csv; do b=$(basename "$f"); [ -f "$OUT/data/$b" ] && ! cmp -s "$f" "$OUT/data/$b" && { echo "--- $b"; diff "$f" "$OUT/data/$b" | head -20; }; done
30 + echo '```'
31 +fi
32 +echo; echo "## New files"; echo '```'
33 +for f in "$OUT"/data/*; do b=$(basename "$f"); [ -f "baseline/$b" ] || echo "new: $b ($(wc -c < "$f") bytes)"; done
34 +echo '```'
35 +echo; echo "## stats.json: baseline keys vs regenerated keys"; echo '```'
36 +"$PY" -I - "$OUT/data/stats.json" baseline/stats.json <<'PYEOF'
37 +import json, sys
38 +new = json.load(open(sys.argv[1])); old = json.load(open(sys.argv[2]))
39 +print("baseline keys:", len(old), "| regenerated keys:", len(new))
40 +print("added keys:", sorted(set(new) - set(old)))
41 +print("removed keys:", sorted(set(old) - set(new)))
42 +for k in sorted(set(old) & set(new)):
43 + if old[k] != new[k]: print("CHANGED", k, ":", json.dumps(old[k], default=str)[:200], "->", json.dumps(new[k], default=str)[:200])
44 +PYEOF
45 +echo '```'
46 +echo; echo "## Tail of the run log"; echo '```'; tail -15 logs/a13_export_stats.log; echo '```'
47 +} > "$OUT/export_reconciliation.md"
48 +cat "$OUT/export_reconciliation.md"
49 +echo "END $(date -Iseconds)"
added data/calls_by_form.csv +4 −0
@@ -0,0 +1,4 @@
1 +form_type,ledgered,gate_pass,productive
2 +10-K,143704,135310,30877
3 +10-Q,578793,363985,75705
4 +8-K,400601,204442,61648
added data/cohort_by_run.csv +7 −0
@@ -0,0 +1,7 @@
1 +run,form_type,sections,with_mentions,mentions,issuers
2 +October run,10-K,116540,24673,65835,2101
3 +October run,10-Q,554920,72736,146444,2491
4 +October run,8-K,296674,46414,56268,2499
5 +backfilled (June run),10-K,27164,6204,15787,497
6 +backfilled (June run),10-Q,23873,2969,5817,84
7 +backfilled (June run),8-K,103927,15234,18326,497
added data/ledger_collisions.csv +305 −0
@@ -0,0 +1,305 @@
1 +section_id,accession_number,ledger_n,stored_n,overwritten
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added data/projects_by_type_ci.csv +22 −0
@@ -0,0 +1,22 @@
1 +project_type,n,median,ci_low,ci_high,B,seed
2 +ma_integration,28044,155000000.0,150000000.0,161500000.0,1000,20261105
3 +capex_program,9452,300000000.0,300000000.0,323200000.0,1000,20261105
4 +partnership,2943,75000000.0,60000000.0,81900000.0,1000,20261105
5 +geographic_expansion,1431,36700000.0,30100000.0,44600000.0,1000,20261105
6 +plant_construction,2511,56000000.0,50000000.0,64900000.0,1000,20261105
7 +cost_reduction,4378,50000000.0,45000000.0,50000000.0,1000,20261105
8 +drug_pipeline,778,46050000.0,35500000.0,60000000.0,1000,20261105
9 +product_launch,447,26700000.0,22000000.0,38100000.0,1000,20261105
10 +rd_program,1272,20000000.0,18350000.0,24954000.0,1000,20261105
11 +infrastructure,1694,48000000.0,41101497.125,55000000.0,1000,20261105
12 +manufacturing_expansion,1040,45000000.0,38050000.0,53200000.0,1000,20261105
13 +technology_deployment,1219,135000000.0,120000000.0,150000000.0,1000,20261105
14 +digital_transformation,240,34184500.0,21800000.0,50000000.0,1000,20261105
15 +erp_implementation,184,15000000.0,9300000.0,21000000.0,1000,20261105
16 +sustainability,410,34375000.0,20125000.0,45000000.0,1000,20261105
17 +supply_chain,139,38000000.0,25000000.0,75000000.0,1000,20261105
18 +data_center,129,166000000.0,93000000.0,375000000.0,1000,20261105
19 +energy_transition,109,109000000.0,85000000.0,254000000.0,1000,20261105
20 +ai_initiative,20,127500000.0,35000000.0,612500000.0,1000,20261105
21 +automation,25,13700000.0,3400000.0,38400000.0,1000,20261105
22 +cloud_migration,35,50000000.0,9400000.0,250000000.0,1000,20261105
modified data/stats.json +69 −19
@@ -24,6 +24,9 @@
24 24 "sp_only": 9,
25 25 "ru_only": 2064
26 26 },
27 + "sp500_ciks": 500,
28 + "iwv_equity_lines": null,
29 + "iwv_holdings_file_archived": false,
27 30 "issuers_with_filings": 2499,
28 31 "issuers_without_filings": 65,
29 32 "issuers_with_projects": 2492,
@@ -35,9 +38,74 @@
35 38 "sections_total": 1342283,
36 39 "filings_total": 527548,
37 40 "raw_gb": 254.5,
41 + "filing_date_range": [
42 + "2010-01-04",
43 + "2026-10-27"
44 + ],
45 + "annual_panel_firms": 2499,
38 46 "ledger_total": 1123098,
47 + "ledger_10k_mdna_median_words": 9905.0,
48 + "ledger_backends": [
49 + "llm"
50 + ],
51 + "extracted_at_range": [
52 + "2026-10-27 13:12:32.140400",
53 + "2026-10-28 11:15:49.150818"
54 + ],
55 + "backfilled_rows": 154964,
56 + "backfilled_mentions": 39930,
57 + "backfilled_rows_under_30_words": 1070,
58 + "october_rows": 968134,
59 + "outage": {
60 + "start": "2026-10-28 01:25:35.479976",
61 + "end": "2026-10-28 06:40:45.953820",
62 + "hours": 5.25
63 + },
64 + "october_wall_clock_hours": 22.05,
65 + "october_effective_sections_per_second": 16.0,
66 + "conf_exact_default_count": 3278,
67 + "conf_min_by_run": [
68 + 0.5,
69 + 0.5
70 + ],
71 + "amount_raw_deviations": 0,
72 + "spid_runs": {
73 + "sp500_run": {
74 + "log": "project-db/logs/extract.log",
75 + "date": null,
76 + "model": null,
77 + "workers": 16,
78 + "batch": 15,
79 + "ciks": 500,
80 + "sections_logged": 4271,
81 + "ledger_rows_backfilled": 154964,
82 + "mentions_backfilled": 39930,
83 + "llm_call_failed": 3
84 + },
85 + "russell_run": {
86 + "log": "data/logs/spid_extract.log",
87 + "model": null,
88 + "workers": 24,
89 + "ledger_rows": 968134,
90 + "extracted_at_first": "2026-10-27 13:12:32.140400",
91 + "extracted_at_last": "2026-10-28 11:15:49.150818",
92 + "llm_call_failed": 94609,
93 + "section_failed": 0
94 + }
95 + },
96 + "gate_pass_total": 703737,
97 + "calls_by_form": {
98 + "10-K": 135310,
99 + "10-Q": 363985,
100 + "8-K": 204442
101 + },
39 102 "mentions": 308065,
40 103 "projects": 121099,
104 + "amount_total_median_musd": 128.5,
105 + "amount_max": 1000000000000.0,
106 + "amount_ge_50b": 104,
107 + "amount_ge_1t": 1,
108 + "amount_le_zero": 259,
41 109 "mentions_fields": [
42 110 120240,
43 111 118783,
@@ -52,23 +120,5 @@
52 120 17694,
53 121 121099
54 122 ],
55 − "spid_runs": {
56 − "sp500_run": "2026-06 (gpt-4o-mini, 16 workers, 153,894 sections)",
57 − "russell_run": "2026-10-27/28 (gpt-4o-mini-2024-07-18, 48 workers, 968,134 sections)"
58 − },
59 − "extracted_at_range": [
60 − "2026-10-27 13:12:32.140400",
61 − "2026-10-28 11:15:49.150818"
62 − ],
63 − "example_project": {
64 − "project_id": "3e2705ba5b2dd27408b25f0145e34250",
65 − "ticker": "LNG",
66 − "project_name": "Corpus Christi Liquefaction Stage 3 Project",
67 − "project_type": "plant_construction",
68 − "status": "in_progress",
69 − "total_amount_usd": "11500000000.0",
70 − "n_mentions": "8",
71 − "first_seen": "2014-04-08",
72 − "last_seen": "2022-03-07"
73 − }
123 + "fiscal_year_null_mentions": 68827
74 124 }
\ No newline at end of file
added results/export_check/export_reconciliation.md +91 −0
@@ -0,0 +1,91 @@
1 +# N13 export reconciliation — 2026-11-05T14:43:24-05:00 on m3u96b, rc=0, 44 s
2 +
3 +## Byte identity of the 29 baseline CSV (commit 678d233) vs the regenerated exports
4 +```
5 +identical amount_dist.csv
6 +identical companies_by_sector.csv
7 +identical companies_by_shard.csv
8 +identical confidence_dist.csv
9 +identical duration.csv
10 +identical example_provenance.csv
11 +identical factor_tables.csv
12 +identical filings_by_form.csv
13 +identical filings_by_year_form.csv
14 +identical issuers_by_year.csv
15 +identical issuers_without_filings.csv
16 +identical kg.csv
17 +identical ledger_10k_items.csv
18 +identical ledger_10q_items.csv
19 +identical ledger_by_form.csv
20 +identical mentions_by_form.csv
21 +identical mentions_by_year.csv
22 +identical mentions_per_project.csv
23 +identical parse_status.csv
24 +identical projects_by_first_seen_year.csv
25 +DIFFERS projects_by_index.csv
26 +identical projects_by_sector.csv
27 +identical projects_by_status.csv
28 +identical projects_by_type.csv
29 +identical projects_per_issuer.csv
30 +identical sections_10k_by_item.csv
31 +identical sections_by_form.csv
32 +DIFFERS top_issuers.csv
33 +identical=26 differs=2 missing=0
34 +```
35 +
36 +## Differences
37 +```
38 +--- projects_by_index.csv
39 +2d1
40 +< False,True,93333,1992
41 +4a4
42 +> False,True,93333,1992
43 +--- top_issuers.csv
44 +9d8
45 +< MUX,MCEWEN INC,Materials,180
46 +10a10
47 +> MUX,MCEWEN INC,Materials,180
48 +12d11
49 +< CWEN,CLEARWAY ENERGY INC CLASS C,Utilities,168
50 +14c13
51 +< PENN,PENN ENTERTAINMENT,Consumer Discretionary,159
52 +---
53 +> CWEN,CLEARWAY ENERGY INC CLASS C,Utilities,168
54 +15a15
55 +> PENN,PENN ENTERTAINMENT,Consumer Discretionary,159
56 +```
57 +
58 +## New files
59 +```
60 +new: calls_by_form.csv ( 118 bytes)
61 +new: cohort_by_run.csv ( 327 bytes)
62 +new: ledger_collisions.csv ( 19833 bytes)
63 +new: projects_by_type_ci.csv ( 1498 bytes)
64 +```
65 +
66 +## stats.json: baseline keys vs regenerated keys
67 +```
68 +baseline keys: 17 | regenerated keys: 41
69 +added keys: ['amount_ge_1t', 'amount_ge_50b', 'amount_le_zero', 'amount_max', 'amount_raw_deviations', 'amount_total_median_musd', 'annual_panel_firms', 'backfilled_mentions', 'backfilled_rows', 'backfilled_rows_under_30_words', 'calls_by_form', 'conf_exact_default_count', 'conf_min_by_run', 'filing_date_range', 'fiscal_year_null_mentions', 'gate_pass_total', 'iwv_equity_lines', 'iwv_holdings_file_archived', 'ledger_10k_mdna_median_words', 'ledger_backends', 'october_effective_sections_per_second', 'october_rows', 'october_wall_clock_hours', 'outage', 'sp500_ciks']
70 +removed keys: ['example_project']
71 +CHANGED spid_runs : {"sp500_run": "2026-06 (gpt-4o-mini, 16 workers, 153,894 sections)", "russell_run": "2026-10-27/28 (gpt-4o-mini-2024-07-18, 48 workers, 968,134 sections)"} -> {"sp500_run": {"log": "project-db/logs/extract.log", "date": null, "model": null, "workers": 16, "batch": 15, "ciks": 500, "sections_logged": 4271, "ledger_rows_backfilled": 154964, "mentions_backfill
72 +```
73 +
74 +## Tail of the run log
75 +```
76 + 120240,
77 + 118783,
78 + 36740,
79 + 81320,
80 + 252469,
81 + 308065
82 + ],
83 + "projects_fields": [
84 + 56500,
85 + 54583,
86 + 17694,
87 + 121099
88 + ],
89 + "fiscal_year_null_mentions": 68827
90 +}
91 +```
92
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