1# Log2- 2026-10-30 P0: read TASK.md and codebook; contract written.3- 2026-10-30 P1: audit done; decisions: drop rating_2025 (leakage), drop 40 exact duplicates, drop 300 unobserved-outcome rows (2022).4- 2026-10-30 P2: baseline default_rate = 0.121111 computed in analysis.py.5- 2026-10-30 P3: analysis.py implemented (OLS LPM, CR1 cluster SE by firm); no randomness.6- 2026-10-30 P4: clean re-run identical; 9 consistency checks pass.7- 2026-10-30 P5: report.md and claims.json written; all phases passed.8- 2026-10-30 P5 fix: corrected leverage-floor count in report/audit to 54 (estimation sample), matching results.json data_issues.9