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  1. Thu, Nov 5, 2026 8

    1. Stage F B1-B2 N1-N14
      …
      Verification sign-off (Agent 11) corrections, no new analysis, no LLM call.
      
      B1 construct.tex §5.1: financing-class amounts printed in trillions (\SPIDfinAmountT / \SPIDfinAmountDenomT; source matched_amount_gusd is in billions), consistent with the Table 5 note and §7.3.
      B2 make_tables.py Table 16 note: key read from results/resolver/example_provenance_keys.csv ("san patricio county, texas"), cluster sizes (8 / 1 / 176) from spec_curve.csv at the release threshold; Table 9 note defines "Cheniere cluster size" as the size of the cluster containing the example mention.
      N1 data/documented_inputs.json: the six pipeline constants (chunk words/overlap, max file MB, cooldown, SEC rate limit, gateway divisor) recorded with snapshot path + SHA-256; make_tables.py reads them there and cross-checks the archive when reachable; verified in a git-archive copy outside the review tree (844 macros, tables/figures/inline numbers identical, 22/22 tests, latexmk 0 errors).
      N2 Table 8 Panel B: retryable lines 94,593 = 94,465 inside the window + 128 in the 20 s tail (no double count); §5.5 prose aligned (\SPIDllmRetryableInsideWindow).
      N3 Table 17 note + §8.2: normalisation stated (case-fold, punctuation to spaces, alias list, whole-word search); results/grounding/partners_normalisation_check.json (read-only re-derivation on M3U96b: 99.3 % under the rule vs 96.1 % plain case-fold on a 20,000-mention sample).
      N4 abstract: "every structured field verbatim ... for 88.2 % of mentions" (150 words).
      N5 Table 6 headers shortened: overfull 20.07 pt removed (max overfull now 3.3 pt).
      N6 §5.5 / Table 8 Panel C: log vs ledger bases labelled (5,198 / 4,769 rows; 34 / 30 mentions); the 504 outage-window rows verified productive (results/ledger/outage_window_rows_check.json, 0 zero-mention rows).
      N7 Table 9 note prints the branch count 229 as in §6.1 and explains the 286 keys ending in "general".
      N8 Appendix E: pooled shares 12.4 / 12.7 % vs per-issuer means 11.9 / 12.5 % (paired 0.6 pp, SE 1.3); stored vs ledger mention bases named once.
      N9 cost basis: 775 USD stated as recorded against the October run, alternative per-call figure if both runs (0.0011 USD over 703,725 calls), author to confirm (documented_inputs.json source updated).
      N12 reproducibility/validation_report.md: gate regex has 25 alternatives.
      N10, N11, N13, N14: no change (author decisions / engine limitation), recorded in improvements/FIRC-0001/unresolved_issues.md.
      
      Build: latexmk 0 errors, 0 undefined references, 0 overfull > 5 pt, 0 bibtex warnings, 84 pages; pytest 22/22.
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +45 −3
    2. 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 · 5 files +407 −19
    3. N10: universe artefacts shipped with SHA-256; holdings CSV / company_tickers.json not archived; 2,573 -> 2,555 reconciled; missing filings; annual_panel = 2,499 CIKs
      …
      Items: FIRC0001-ADVE-15 AI_C-12 DATA-01 ECON-10 EDIT-16 LITE-09 THEO-14 (THEO-07, ECON-18).
      data/metadata/{universe,russell3000_constituents,sp500_constituents}.json + SHA256SUMS; 18 dual-class CIKs explain 2,573 lines -> 2,555 CIKs;
      7 unmatched tickers absent from ticker_to_cik (10,430 entries); 2,587 and the 14/21 drop counts not reconstructible;
      2 filings missing on disk (XEL 10-K 2014, LNT 10-Q 2012) + 14 parse errors; annual_panel/quarterly_panel carry 2,499 CIKs (paper: 2,501).
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 4 files +68,281
    4. Simon-Pierre Boucher · 1 file +5
    5. L1: de-literalise make_tables.py/export_stats.py; generated notes, macros (numbers.tex), prompt/regex from the snapshot, Table 12 longtable, figures (integer ticks, y from 0, per-issuer panel); stats.json never rewritten
      …
      Items: FIRC0001-AI_C-11, FIRC0001-ECON-09, FIRC0001-EDIT-17, FIRC0001-DATA-15, FIRC0001-ECON-13, FIRC0001-EDIT-14, FIRC0001-ADVE-13, FIRC0001-DATA-10, FIRC0001-EDIT-23, FIRC0001-ADVE-16, FIRC0001-AI_C-17, FIRC0001-ECON-18, FIRC0001-LITE-12, FIRC0001-DATA-01, FIRC0001-THEO-13; L2/L3 fragments: FIRC0001-ADVE-10, FIRC0001-AI_C-10, FIRC0001-DATA-06, FIRC0001-ECON-07, FIRC0001-EDIT-13, FIRC0001-LITE-08, FIRC0001-THEO-11, FIRC0001-THEO-12, FIRC0001-AI_C-15, FIRC0001-DATA-07, FIRC0001-EDIT-21, FIRC0001-AI_C-16, FIRC0001-EDIT-22, FIRC0001-EDIT-24, FIRC0001-LITE-07, FIRC0001-ADVE-06.
      export_stats.py edited only (run by N13 on M3U96b): run parameters from logs/ledger, new keys and dumps, read_only + threads=4.
      
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 3 files +46
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