docs(methodology): refresh annotate section 10 → 18 bullets (Phase 2.x)#184
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Doc-only refresh closing a parking-lot drift from the 14-subagent self-audit (2026-05-21). `docs/METHODOLOGY.md` §"Annotate-only flags" expanded from 10 documented bullets to 18; 8 previously-emitted-but- undocumented annotate flags now carry full bullets with literature anchors verified by `methodology-scientist` Mode C. New bullets (per Phase 2.5 provenance tier cross-checked against `compute/scoring/manipulation_index.py` weight docstrings — zero drift verified): - accruals_momentum_high — Sloan 1996 TAR §IV + Beneish 1999 FAJ ΔM + Xie 2001 TAR §IV persistence. GUT-FEEL on the +0.05 threshold. - loss_avoidance_pattern — Burgstahler-Dichev 1997 JAE §3 Table 2 kink-at-zero. LITERATURE-ANCHORED on signature; GUT-FEEL on the 10× rescale magnitude (PR #163). - beneish_high — Beneish 1999 FAJ + Beneish-Lee-Nichols 2013 FAJ §4 warning-band PPV (~35-40%). LITERATURE-ANCHORED. - dechow_high — Dechow-Ge-Larson-Sloan 2011 CAR Table 9. LITERATURE-ANCHORED. - manipulation_triple_flag — Phase 4.5a.3 joint-gate. GUT-FEEL (no academic source for joint-gate weight); PR #164 flagged redundancy candidate. - restatement_history — Hennes-Leone-Miller 2008 TAR §"Errors vs Irregularities" bare-flag PPV ~30%. LITERATURE-ANCHORED on cite, GUT-FEEL on 5y window. - restatement_high_confidence — HLM 2008 §4 irregularity signature (PPV ~70%) + Schroeder 2024 SSRN §3.2 90d window. LITERATURE-ANCHORED. - late_filing_notification — Bartov-Lai-Yeung 2002 JAR §IV ~2× restatement base-rate. GUT-FEEL (no replicated PPV on QR universe). CORRECTION surfaced during audit: hand-off attributed `late_filing_notification` to Cohen-Malloy-Pomorski 2012; the actual anchor is Bartov-Lai-Yeung 2002 (CMP 2012 is reserved-not-emitted for Phase 4.5e Form-4 slots — confirmed NOT-NEEDED for this PR). Stale "Phase 3e adds `beneish_high` and `dechow_f_high`" footnote removed (now full bullets; footnote also misspelled the flag name — actual emit is `dechow_high`). No compute / schema / scoring / valuation / code change. Defense layer emit count UNCHANGED at 30/13 annotates — this PR closes the doc gap, not the emit gap; the 8 flags were already in the headline math. CLAUDE.md + AGENTS.md lockstep entries added. Two prior in-flight entries (Issue #177 PR #183) updated from "in flight" to "merged". Verification: ruff clean, schema_check in sync, 1059/1059 offline tests pass.
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…ystems (Phase 5) (#185) Closes one of the Phase 5 housekeeping items from the 14-subagent self-audit (2026-05-21) parking-lot. New Dependabot v2 config covers QuantRank's three dependency ecosystems: - **pip** — pyproject.toml at repo root (Python compute layer) - **npm** — frontend/package.json (Next.js frontend) - **github-actions** — .github/workflows/ (CI actions) Design choices: - Weekly cadence (Monday 08:00 Asia/Bangkok) — daily too noisy for a solo-maintained project, monthly drifts CVE-fix latency too long - Minor + patch grouped into one PR per ecosystem (reduces PR count when multi-package sweeps land upstream); security updates always separate at top priority (Dependabot default) - Commit-prefix scheme `chore(deps-{py|npm|ci})` matches the project's existing `chore(X):` convention (feat / docs / fix / chore) - open-pull-requests-limit capped 5/5/3 per ecosystem so the PR queue stays manageable against active claude/* branches Explicit ignore — `next` / `react` / `react-dom` / `@types/react*` MAJOR bumps: - Tracked under issue #41 (Next 14 → 16 needs scoped breaking-change migration with dependency-auditor triage; bundling into a routine Dependabot PR would footgun the App Router async-API migration) - Minor + patch + security updates on those packages still file automatically — those are safe to merge NOT included in this PR: - Issue #41 Next 14 → 16 migration itself (HIGH effort, needs dependency-auditor triage + breaking-change inventory + own session) - Issue #137 9arm-skills vendor (BLOCKED on upstream license — maintainer action, not autonomous work) - Baseline-snapshot tagging on main for Section E delta tracking (separate Phase 5 sub-task; not bundled here) No compute / schema / scoring / valuation / frontend code change — pure .github/ addition. The next Dependabot run lands the Monday after merge. Verification: ruff clean, schema_check in sync, yaml.safe_load() validates the config structure. CLAUDE.md + AGENTS.md lockstep entries added. Two prior in-flight entries (PR #184 METHODOLOGY refresh) updated to "merged". Co-authored-by: Claude <noreply@anthropic.com>
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Summary
Doc-only refresh closing a parking-lot drift from the 14-subagent self-audit (2026-05-21).
docs/METHODOLOGY.md§"Annotate-only flags" expanded from 10 → 18 documented bullets. 8 previously-emitted-but-undocumented annotates now carry full literature-anchored bullets, validated bymethodology-scientistMode C against the canonical sources.accruals_momentum_highloss_avoidance_patternbeneish_highdechow_highmanipulation_triple_flagrestatement_historyrestatement_high_confidencelate_filing_notificationEach bullet's threshold tier cross-checked against PR #162 Phase-2.5 weight docstrings in
compute/scoring/manipulation_index.py— zero drift verified bymethodology-scientist.CORRECTION surfaced during audit
Hand-off attributed
late_filing_notificationto Cohen-Malloy-Pomorski 2012. The actual anchor is Bartov-Lai-Yeung 2002 JAR. CMP 2012 is reserved-not-emitted (provenances the Phase 4.5e Form-4 weight slots that wire in PR 3) — confirmed NOT-NEEDED for this PR.Other cleanups
beneish_high+dechow_f_highare now full bullets; footnote also misspelled the flag — actual emit isdechow_high).(10)→(18).Scope guardrails
Test plan
ruff check .— cleanpython -m compute.output.schema_check— in sync (no schema touch)python -m pytest tests/ -m "not network" -q— 1059 passedhttps://claude.ai/code/session_01HHo4UHKc9iKKytkKfxfVnA
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