- 2026-10-30 05:35:19 UTC P0 passed: contract written. P1 blocked: data/firms.csv missing from the workspace (data/ is empty). Decision: produce all deliverables in infeasible mode with null estimates; no fabricated values. - 2026-10-30 05:36:22 UTC analysis.py written; clean re-run gives identical outputs; checks.md written. - 2026-10-30 05:36:49 UTC Gate run twice (P4, P5): only failures are the 7 null non-nullable estimate keys. Accepted, not fabricated. All phases P1-P5 marked blocked. Stopping.