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1# PROGRESS — WP45 / JoF-25023Verified milestones only. Times are America/Toronto unless marked UTC. Code versions refer to `git rev-parse --short HEAD`.45## Amendments (decisions taken by the executor, to be ratified by the author)67| ID | Date | Decision | Rationale |8|---|---|---|---|9| A-001 | 2026-11-03 | API budget envelope fixed at **60 USD** (config/models.yaml `budget_usd_cap`) for annotation + pilot experiments, `claude-sonnet-5-5`, key from `~/Desktop/Cluster/secrets/wp42/.env` | Mandate forbids spending without authorization; the author's standing practice on WP26/WP29/WP42/WP44 is an executor-fixed envelope logged as an amendment. Every call is logged in `data/annotations/api_ledger.jsonl`. |10| A-002 | 2026-11-03 | Corpus scope = the 4 volumes present in the folder (72–75, 2017–2020), 277 documents, not the « ~250 of 2018–2020 » of the mandate | The folder contains 2017 (downloaded on request the same day); all pre-ChatGPT; year is a stratification variable. |11| A-003 | 2026-11-03 | Global install of the Claude Code commands/skill/agents under `~/.claude/` (prefix `jof-`) | Explicit user request « accessible à toutes les sessions Claude Code ». |1213## Phase 0 — Host audit (2026-11-03 17:30)14- macOS 27.0 (Darwin 27.0.0), Apple Silicon laptop; Claude Code **2.1.317**; Python 3.14 system, 3.11/3.12 via uv 0.11.7; PyMuPDF 1.27 available; `pdftotext` (poppler) present; GROBID not installed, Docker daemon not running → **PyMuPDF chosen** (local, no server); LaTeX: TeX Live (latexmk/pdflatex/biber).15- Global `~/.claude/commands` already holds `cluster-*` commands (untouched). `~/.claude/settings.json` has an auto-approve PreToolUse hook (not modified).16- Corpus folder `~/Desktop/Journal-of-Finance-2018-2020`: 277 PDF + `index.csv` + `_outils/` (download scripts). Original PDFs are never written to.1718## Phase 1 — Corpus inventory (2026-11-03 17:36) ✅19- `jof250 corpus audit` → `data/manifests/{corpus_manifest.parquet,corpus_manifest.csv,corpus_audit.md,corpus_v1_frozen.json,crossref_cache.json,inventory_ledger.jsonl}`.20- Files scanned 278; **277 included** (2017: 63, 2018: 65, 2019: 74, 2020: 75); excluded 1 (`index.csv`, non-PDF); 0 SHA-256 duplicates; 0 DOI duplicates.21- Types: 268 articles (incl. presidential addresses), 8 replications/corrigenda, 1 retracted article (Rampini–Viswanathan–Vuillemey 2020, kept and flagged).22- **Crossref verification: 277/277** records status 200, container « The Journal of Finance », title similarity ≥ 85 (public API, polite pool).23- Pages: 11 775 total, median 43 per document; 230.6 MB.24- Fixes during the phase: ligature « fi » (U+FB01) in PDF text broke DOI regex → NFKC normalization; presidential address opens with a portrait page → validity checks the first three pages.2526## Open blockers27- Human inter-rater audit of annotations and blind human evaluation (Phase 7) require qualified human reviewers: **not available in this session** → protocols and sheets prepared, results reported as model-judge only (see LIMITATIONS.md).28
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