spb/firc0001_uqo

Thu, Nov 5, 2026 5

1. N4: two runs, two 10-K segmenters, cohort regression, fiscal_year audit, 10-K funnel, git/mtime evidence

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   Items: FIRC0001-AI_C-07 EDIT-04 EDIT-19 EDIT-20 ADVE-02 ADVE-11 AI_C-03 THEO-06 DATA-13 ECON-03 ECON-08.
   No June git revision exists (first commit 0304133 on 2026-10-27); extractor files mtime 2026-06-17; df7905d..2324b58 = store.py +3/-1.
   Legacy MD&A carries 141 vs 272 '$' tokens (92% of pairs fewer); 86 full_document 10-Ks (35 invisible, 51 via legacy);
   10-K funnel 341,207 -> 116,540 + 27,164 = 143,704 exact; cohort dummy +8.8 (all runs) vs -23.0 (October only).
   
   Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

   Simon-Pierre Boucher 23 h ago · 21 files +33,277
   7fde8a2
2. N3: resolver composition, over-merge indicators, specification curve, ties, June->October reconciliation

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   Items: FIRC0001-ADVE-01 EDIT-07 THEO-01 AI_C-02 ECON-02 DATA-11 ECON-16 THEO-17 EDIT-06.
   _keyed rebuilt from resolve.py:17-32 (121,099 projects, identical id set); 9 keys x 5 thresholds;
   project count 21,027 (cik|type) .. 96,749 (type dropped) .. 121,099 (current) .. 198,488 (strict) .. 308,065 (mention);
   token 'acquisition' absorbs 40,407 mentions; 33,820 projects tie at max confidence; June block reproduces 39,930 / 19,227.
   
   Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

   Simon-Pierre Boucher 23 h ago · 15 files +1,753
   37587f1
3. N1: ledger reconciliation (gate pass / true call count, backfilled block, outage, collisions, logs, throughput)

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   Items: FIRC0001-EDIT-02 EDIT-03 EDIT-18 ADVE-03 ADVE-05 ADVE-07 AI_C-01 AI_C-07 DATA-02 DATA-03 DATA-14
   ECON-11 ECON-12 THEO-02 THEO-05 THEO-16 EDIT-05 ADVE-06 AI_C-08 DATA-04 ECON-06 LITE-07 THEO-10 DATA-08 ADVE-12 EDIT-15.
   Read-only DuckDB on M3U96b (12 s). 703,725 of 1,123,098 ledger rows pass the gate (true calls);
   backfilled block 154,964 = 153,894 + 1,070 rows < 30 words; 0 ledger rows inside the 5.25 h outage gap;
   304 sections / 412 collided mentions; 14 silent JSON-decode failures outside the outage plus one
   anomalous post-resume batch (2,686 calls, 23 productive vs 536 expected); 149,352 reconciled from the log.
   
   Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

   Simon-Pierre Boucher 23 h ago · 22 files +3,078
   1d2705d
4. N0: audit infrastructure (read-only helpers, hash-verified 2324b58 snapshot, spid import shim, schema probe)

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   Stage D node batch N0 for FIRC-0001. sha256 of the nine snapshot files equals the node copies
   (extract/llm.py, rules.py, base.py, taxonomy.py, resolve.py mtime 2026-06-17); both DuckDB files
   open read_only=True; TEMP tables allowed; DuckDB temp_directory redirected to ~/firc0001_review/tmp.
   
   Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

   Simon-Pierre Boucher 23 h ago · 23 files +3,242
   7680606
5. FIRC-0001 v1.0 (2026-10-28): Russell 3000 Strategic Project Database — baseline import before peer review

   Simon-Pierre Boucher yesterday · 87 files +2,468
   678d233