dackclup · dackclup · May 28, 2026 · May 28, 2026
diff --git a/AGENTS.md b/AGENTS.md
@@ -374,16 +374,26 @@ list lives in [`CLAUDE.md`](CLAUDE.md) §Phase status. Schema-version
 history table is in [`SKILL.md`](SKILL.md). This file's role is to
 note cross-tool-specific points only:
 
-- Production-verified run: cron #69 (`233117ac`, 13m 16s warm-cache,
-  2026-05-28) — useful for non-Claude agents validating local compute
-  output against a known-good baseline. Verified by `defense-layer-
-  auditor` Section A-J + `stock-detail-auditor` deterministic prefilter
-  on schema `0.10.7-phase4.6`; 7 active vetoes firing as expected (NVDA
-  rank 1 correctly suppressed by `beneish_manipulation_veto`); Rule 16
-  Top-5 rotation invariant holds with PPG carrying the `entered_top5`
-  badge. Known follow-ups: issue #288 (GOOG/GOOGL display market_cap
-  2.2× inflated; composite unaffected), issue #289 (NVR DQIC ceiling
-  false positive; `/stock/NVR` renders empty fair-price section).
+- Production-verified run: cron **Run #71** (`368dccd9`, 14m 32s
+  warm-cache, 2026-05-28 08:44 UTC) — useful for non-Claude agents
+  validating local compute output against a known-good baseline.
+  Verified by `defense-layer-auditor` Section A-L + `stock-detail-
+  auditor` deterministic prefilter on schema `0.10.9-phase4.6`; 7
+  active vetoes firing as expected (NVDA rank 1 correctly suppressed
+  by `beneish_manipulation_veto` + `sloan_accruals_top_decile`);
+  Rule 16 Top-5 rotation invariant holds with PPG carrying the
+  `entered_top5` badge. PR #297 4 new `Metadata.*_wall_clock_seconds`
+  fields populated correctly (`tier2=10.6s`, `form4=null` per
+  FORM4_FETCH_SKIP, `osap=347.1s`, `cross_source=133.2s`); PR #294
+  sector-CoE flip empirically validated (`value_trap_risk` 132 → 109,
+  −23 tickers, −17.4%); PR #293 NVR fair_price section renders
+  correctly. **Closed same-day issues**: #288 (PR #292 + PR #298
+  cache-v5 follow-up; smoking gun `multi_class_per_class_attempt_count=0`
+  + `fundamentals_latency_p50_seconds=0.0` confirmed cache-replay
+  bypass; fix will land on cron Run #72 with fresh fetch) · #289
+  (PR #293 Site-2 retirement). Known follow-up: Issue #287 PR B
+  (FORM4 revert, gated on ≥ 1 cron < 195m green; PR #297 ceiling
+  bump active).
 - Open Phase 4+ issues: #15 (SEC throttling) · #41 (Next 14→16 CVE
   bump; 15 advisories open, all zero-exploitability on static-export
   deployment) · #67 (sector-CoE flip-PR; data-collection landed

diff --git a/CLAUDE.md b/CLAUDE.md
@@ -549,14 +549,22 @@ ladder closure + LedgerCraft frontend reskin (defense layer 32 → 33;
 PR #264 `multi_class_aggregate_shares_suspected` + PR #265 DQIC
 site-2 rename `valuation_output_anomalous`).
 
-**Recently merged** (PR #286 → PR #294, 2026-05-28 — 6 PRs same day post-v1.4.0):
-- PR #294 `0ddb6b81` — feat(valuation): Issue #67 — flip `USE_SECTOR_COE = True` (Damodaran 11-sector Ke)
+**Recently merged** (PR #286 → PR #299, 2026-05-28 — **11 PRs same day post-v1.4.0**):
+- PR #299 `3ec4b29e` — chore(docs): end-of-day housekeeping — drain 3 INFLIGHT (#295/#297/#298) + pointer bumps
+- PR #298 `030675e9` — fix(ci): Issue #288 follow-up — bump workflow cache key `cache-v4 → cache-v5` (forces fresh fetch on Run #72 so PR #292 GOOG/GOOGL Branch 3 actually fires; closes silent-failure gap surfaced by PR #297 Rule 18 disambiguator)
+- PR #297 `ecb60e64` — feat(perf): Issue #287 PR A — durable timeout + per-loop wall-clocks (schema `0.10.8 → 0.10.9-phase4.6`; `timeout-minutes: 150 → 195` + cache-restore canary + 4 `Metadata.*_wall_clock_seconds` fields; empirically validated cron Run #71)
+- PR #296 `e85dfbcf` — docs(context): add root `CONTEXT.md` pointer + reconcile `docs/agents/domain.md` (single-file orientation bridge for upstream tools)
+- PR #295 `2d2ec83e` — chore(docs): post-session housekeeping — drain 6 INFLIGHT + bump pointers
+- PR #294 `0ddb6b81` — feat(valuation): Issue #67 — flip `USE_SECTOR_COE = True` (Damodaran 11-sector Ke; `value_trap_risk` 132 → 109 cohort drop)
 - PR #293 `95e638bf` — fix(valuation): Issue #289 — retire Site-2 DQIC ceiling (NVR FP, methodology Option C)
 - PR #292 `e9aaab31` — fix(ingest): Issue #288 — GOOG/GOOGL XBRL concept-name omission (schema `0.10.7 → 0.10.8-phase4.6`)
 - PR #291 `cb9114bb` — docs(agents): AGENTS.md substance refresh (cron #51 → #69 pointer; 11 open-issues list)
 - PR #290 `dea8e3ad` — chore(cleanup): post-cron-#69 — BK orphan removal + 3 doc drifts
 - PR #286 `27361047` — chore(docs): housekeeping PR-B — drain INFLIGHT + bump pointers post-v1.4.0
-- (3 issues filed: #287 / #288 / #289; 4 comments posted on #41 / #115 / #130 / #137)
+- (3 issues filed + ALL closed same day: #287 PR A merged via #297 [PR B FORM4 revert remaining] · #288 closed via #292 + #298 · #289 closed via #293)
+
+**In flight** (not yet merged on `main`):
+- PR #300 — feat(scoring): Issue #67 follow-up — per-sector `value_trap_risk` delta instrumentation (schema `0.10.9 → 0.10.10-phase4.6`; methodology-scientist Mode B Q2 deferred from PR #294)
 
 **Earlier** (PR #264 → PR #285, 2026-05-26 → 2026-05-27):
 - PR #285 `8f373758` — docs(release): codify mobile-only operator convention for tag releases

diff --git a/CONTEXT.md b/CONTEXT.md
@@ -42,15 +42,16 @@ See [`README.md`](README.md) for the user-facing pitch +
 
 | Field | Value |
 |---|---|
-| Schema version | **`0.10.8-phase4.6`** (verify: `python -m compute.output.schema_check`) |
+| Schema version | **`0.10.9-phase4.6`** on `main` (verify: `python -m compute.output.schema_check`). PR #300 in flight: `0.10.10-phase4.6` (Issue #67 follow-up per-sector delta) |
 | Active phase | **Phase 4.6** — Honest re-validation harness (Hou-Xue-Zhang 2020 + McLean-Pontiff 2016 32% decay banner) |
 | Defense layer | **33 declared boolean flags** (7 active vetoes + 26 annotates + reserved; ~27 currently emit) + 5 numerical guards + `manipulation_index` rollup |
-| Latest release | [**`v1.4.0-phase4.6`**](https://github.com/dackclup/quantrank/releases/tag/v1.4.0-phase4.6) (2026-05-27, `bbca9cac`) |
-| Universe provider | historical S&P 500 membership (PR #274) |
-| Sector-CoE | `USE_SECTOR_COE = True` (PR #294 flip; Damodaran 2019 Ch. 8.4 11-sector Ke) |
+| Latest release | [**`v1.4.0-phase4.6`**](https://github.com/dackclup/quantrank/releases/tag/v1.4.0-phase4.6) (2026-05-27, `bbca9cac`) — Phase 4.6 honest re-validation harness |
+| Post-tag patches | PR #292 GOOG/GOOGL XBRL · #293 NVR DQIC retire · #294 sector-CoE flip · #295 housekeeping · #296 CONTEXT.md · #297 PR #287 PR A wall-clocks · #298 cache-v5 · #299 housekeeping (all merged 2026-05-28); PR #300 per-sector delta in flight |
+| Universe provider | historical S&P 500 membership (PR #274 Hou-Xue-Zhang 2020) |
+| Sector-CoE | `USE_SECTOR_COE = True` (PR #294 flip; Damodaran 2019 Ch. 8.4 11-sector Ke; cron Run #71 confirmed `value_trap_risk` 132 → 109) |
 | Sub-agent roster | 18 agents in 4 tiers (4 opus + 14 sonnet) |
 | Skill inventory | 45 (vendored + project-internal) |
-| Cron status | weekday cron #69 green on 2026-05-27 |
+| Cron status | weekday cron Run #71 green (2026-05-28 08:44 UTC, `368dccd9`, 14m 32s warm cache; empirically validated PR #297 wall-clock fields) |
 
 For chronological detail: [`PHASE_STATUS.md`](PHASE_STATUS.md) +
 append-only side-file [`PHASE_STATUS_INFLIGHT.md`](PHASE_STATUS_INFLIGHT.md).
@@ -241,7 +242,7 @@ S&P 1500 universe expansion), see
 [`PHASE_STATUS.md`](PHASE_STATUS.md) §"Next deliverables" +
 [`WORKFLOW.md`](WORKFLOW.md) per-phase task lists. Headline phases:
 
-- **Stage 0** (immediate): Cron #70 confirmation + Issue #287 closure
+- **Stage 0** (immediate): Issue #287 PR B FORM4 revert (single-line, gated on ≥ 1 cron < 195m green with `form4_wall_clock_seconds` populated; PR #297 ceiling bump active so headroom confirmed by cron Run #71 14m 32s) · PR #300 per-sector delta merge confirmation
 - **Stage 1**: Phase 4.5e PR 5 cluster-weight promotion 5.0 -> 7.0
 - **Stage 2**: Phase 4 factor integrations (4h.2 / 4j.1 / 4k.1) -> `v1.5.0-phase4`
 - **Stage 3**: Phase 5 ML meta-learner (LightGBM + Triple-Barrier + Conformal + SHAP) -> `v1.6.0-phase5`

diff --git a/PHASE_STATUS.md b/PHASE_STATUS.md
@@ -17,25 +17,33 @@
 
 | Field | Value |
 |---|---|
-| Schema | **`0.10.8-phase4.6`** (PR #292 PATCH bump 2026-05-28 — Rule 18 disambiguator `Metadata.multi_class_per_class_attempt_count` for the GOOG/GOOGL XBRL concept-name omission fix; supersedes `0.10.7-phase4.6` PR #283 release) |
+| Schema | **`0.10.9-phase4.6`** (PR #297 PATCH bump 2026-05-28 — 4 new `Metadata.*_wall_clock_seconds` fields for Tier-2 / Form-4 / OSAP / Step-8 cross_source loops; paired with `compute-rankings.yml` `timeout-minutes: 150 → 195` + cache-restore canary; empirically validated on cron Run #71 / `368dccd9`. Supersedes `0.10.8-phase4.6` PR #292.) **In flight on PR #300**: `0.10.10-phase4.6` — Issue #67 follow-up `Metadata.value_trap_risk_delta_by_sector` per methodology-scientist Q2 verdict |
 | Defense layer | **33 declared boolean flags** (7 active vetoes + 26 annotates + reserved slots; ~27 currently emit; `USE_SECTOR_COE = True` post-PR #294 flip) · plus 5 numerical guards + `manipulation_index` rollup |
 | Active vetoes | **7** — `altman_distress` · `sloan_accruals_top_decile` · `net_issuance_top_decile` · `non_reliance_filing` · `beneish_manipulation_veto` · `dechow_manipulation_veto` · `data_quality_input_corruption` |
 | Latest release tag | [**`v1.4.0-phase4.6`**](https://github.com/dackclup/quantrank/releases/tag/v1.4.0-phase4.6) — 2026-05-27 at `bbca9cac` (Phase 4.6 honest re-validation harness) |
-| Post-tag production patches | PR #292 (`e9aaab31`, schema `0.10.7 → 0.10.8-phase4.6`, GOOG/GOOGL XBRL fix) · PR #293 (`95e638bf`, Site-2 DQIC retirement, NVR FP) · PR #294 (`0ddb6b81`, sector-CoE flip `USE_SECTOR_COE = True`, Issue #67 closure) |
+| Post-tag production patches | PR #292 (`e9aaab31`, schema `0.10.7 → 0.10.8-phase4.6`, GOOG/GOOGL XBRL fix) · PR #293 (`95e638bf`, Site-2 DQIC retirement, NVR FP) · PR #294 (`0ddb6b81`, sector-CoE flip `USE_SECTOR_COE = True`, Issue #67 closure) · PR #295 (`2d2ec83e`, post-session housekeeping drain 6 INFLIGHT + pointer bumps) · PR #296 (`e85dfbcf`, add root CONTEXT.md pointer + reconcile `docs/agents/domain.md`) · PR #297 (`ecb60e64`, schema `0.10.8 → 0.10.9-phase4.6`, Issue #287 PR A durable timeout + 4 `*_wall_clock_seconds` fields) · PR #298 (`030675e9`, cache-key `v4 → v5` to flush stale parquet so PR #292 GOOG/GOOGL fix actually fires; closes Issue #288 silent-failure gap) · PR #299 (`3ec4b29e`, end-of-day INFLIGHT drain of #295/#297/#298) |
 | Prior release tag | [**`v1.3.0-phase4.5e`**](https://github.com/dackclup/quantrank/releases/tag/v1.3.0-phase4.5e) — 2026-05-26 at `5db3b978` (Phase 4.5e Form-4 cluster + LedgerCraft reskin; defense layer headline 32 → 33) |
-| Production run | `0ad1d574` (2026-05-28 cron #69, post-PR #290 main HEAD; sector-CoE flip + #292 + #293 land in cron #70 Mon-Fri 22:00 UTC) |
+| Production run | `368dccd9` (2026-05-28 cron Run #71, 14m 32s warm cache, post-PR #298 cache-v5 bump; empirically validated PR #297 wall-clock fields — `tier2_wc=10.6s`, `form4_wc=null` per FORM4_FETCH_SKIP, `osap_wc=347.1s`, `cross_source_wc=133.2s`. Smoking gun for Issue #288 cache-replay bypass: `multi_class_per_class_attempt_count=0` + `fundamentals_latency_p50_seconds=0.0`) |
 | Universe | 502 stocks (S&P 500 minus 1 delisting) |
 | Skill inventory | **45** invocation-triggerable + phase planning docs |
 | Subagent inventory | **18** project-specific in 4 tiers: **Tier 1 Core** (`quantrank-reviewer` · `schema-sentinel` · `defense-layer-auditor` · `edgar-debugger` · `stock-detail-auditor`) · **Tier 2 Lifecycle** (`security-reviewer` · `frontend-design-reviewer` · `vercel-preview-auditor` · `release-captain` · `phase-coordinator`) · **Tier 3 Specialized** (`test-engineer` · `methodology-scientist` · `literature-searcher` · `performance-engineer` · `dependency-auditor`) · **Tier 4 Operations** (`docs-reviewer` · `ci-triage-engineer` · `incident-commander`) |
 
-**Recently merged** (PR #286 → PR #294, 2026-05-28; 6 PRs landed same day post-v1.4.0 release):
+**Recently merged** (PR #286 → PR #299, 2026-05-28; **11 PRs landed same day post-v1.4.0 release**):
+- PR #299 `3ec4b29e` — chore(docs): end-of-day housekeeping — drain 3 INFLIGHT markers + bump pointers (drains PR #295/#297/#298)
+- PR #298 `030675e9` — fix(ci): Issue #288 follow-up — bump workflow cache key `cache-v4 → cache-v5` (closes the GOOG/GOOGL silent-failure gap; PR #292 Branch 3 fix code was correct but warm-cache replay short-circuited it; surfaced by PR #297 Rule 18 disambiguator)
+- PR #297 `ecb60e64` — feat(perf): Issue #287 PR A — durable timeout + per-loop wall-clocks (schema `0.10.8 → 0.10.9-phase4.6`; `compute-rankings.yml` `timeout-minutes: 150 → 195` + cache-restore canary step; 4 new `Metadata.*_wall_clock_seconds` fields with 4 distinct defensive patterns; pre-push 3-reviewer gate green)
+- PR #296 `e85dfbcf` — docs(context): add root `CONTEXT.md` pointer + reconcile `docs/agents/domain.md` (single-file orientation bridge for upstream tools expecting CONTEXT.md; multi-file analog remains canonical)
+- PR #295 `2d2ec83e` — chore(docs): post-session-housekeeping — drain 6 INFLIGHT markers + bump pointers
 - PR #294 `0ddb6b81` — feat(valuation): Issue #67 — flip `USE_SECTOR_COE = True` (Damodaran 2019 Ch. 8.4 11-sector Ke; methodology-scientist Mode B APPROVED; `value_trap_risk` 132 → 109 cohort drop, within target [80, 110] band)
 - PR #293 `95e638bf` — fix(valuation): Issue #289 — retire Site-2 DQIC ceiling (NVR FP; methodology-scientist Option C; Site-1 + Defense #4 `extreme_*_estimate` + Issue #177 Huber-breakdown layer cover the remaining corruption + breakdown cases)
 - PR #292 `e9aaab31` — fix(ingest): Issue #288 — GOOG/GOOGL XBRL concept-name omission (`market_cap` 2.2× inflated since PR #269; schema `0.10.7 → 0.10.8-phase4.6` for Rule 18 disambiguator)
 - PR #291 `cb9114bb` — docs(agents): AGENTS.md substance refresh (production-verified run pointer cron #51 → cron #69; open-issues list 4 → 11 entries)
 - PR #290 `dea8e3ad` — chore(cleanup): post-cron-#69 — BK orphan removal + 3 doc drifts (security-reviewer W1+W2 + edgartools 2.30 → 5.31)
 - PR #286 `27361047` — chore(docs): housekeeping PR-B — drain INFLIGHT + bump pointers post-v1.4.0
-- (3 issues filed: #287 FORM4 revert + durable 5-loop timeout · #288 GOOG/GOOGL XBRL · #289 NVR DQIC; 4 comments posted on #41/#115/#130/#137)
+- (3 issues filed: #287 FORM4 revert + durable 5-loop timeout · #288 GOOG/GOOGL XBRL · #289 NVR DQIC; all closed same day via PR #297 / #298 / #292 / #293)
+
+**In flight** (not yet merged on `main`):
+- PR #300 — feat(scoring): Issue #67 follow-up — per-sector `value_trap_risk` delta instrumentation (schema `0.10.9 → 0.10.10-phase4.6`; new `Metadata.value_trap_risk_delta_by_sector: dict[str, int] | None`; methodology-scientist Mode B Q2 deferred from PR #294; sets up Q3 2026-08-19 cohort audit shape evidence)
 
 **Earlier** (PR #264 → PR #285, 2026-05-26 → 2026-05-27):
 - PR #285 `8f373758` — docs(release): codify mobile-only operator convention for tag releases (CLAUDE.md §Gotchas + release-tag SKILL.md + release-captain agent)
@@ -103,13 +111,14 @@
 
 **Next deliverables** (parallelizable, pick by appetite):
 
-1. **Phase 4.5e PR 5 — cluster weight promotion 5.0 → 7.0** — after ≥ 1 cron's `form4_rule10b5_one_excluded_count` lands and the `-30%` to `-45%` firing-rate delta confirms the Aboody et al. 2010 §3.2 midpoint; vesting-residual risk still argues against full 10.0 restoration
-2. **Issue #67 sector-CoE flip PR** — `config.USE_SECTOR_COE = True` after ≥ 1 cron confirms `value_trap_risk` delta-count (target: ~176 → ~80-110); data-collection merged via PR #204
-3. **v1.5.0 release tag (next)** — gated on Phase 4.5e PR 5 cluster weight promotion (item 1) + Issue #67 sector-CoE flip (item 2) landing post-cron; or cut a `v1.4.x` patch sooner if a structural fix lands on its own
-4. **Phase 4i.1 / 4j.1 / 4k.1 — Factor integrations** (JKP / Qlib / IPCA; ~1-2w each → `v1.1.0-phase4`); 4i.1 license-review-required per #115
-5. **Phase 5 — ML meta-learner** (~10-12w); also unblocks PR 4b §3 IC-decay writer (#75)
+1. **Phase 4.5e PR 5 — cluster weight promotion 5.0 → 7.0** — after Issue #287 PR B (FORM4 revert) merges + ≥ 1 cron's `form4_rule10b5_one_excluded_count` lands and the `-30%` to `-45%` firing-rate delta confirms the Aboody et al. 2010 §3.2 midpoint; vesting-residual risk still argues against full 10.0 restoration
+2. **Issue #287 PR B — FORM4 revert** — single-line revert of `FORM4_FETCH_SKIP=1` from `.github/workflows/compute-rankings.yml` env block, gated on ≥ 1 cron < 195m green with `form4_wall_clock_seconds` populated (PR #297's 195m timeout + canary now active; cron Run #71 confirmed 14m 32s warm cache leaves ample headroom). Unblocks PR 5 cluster weight gate-data accumulation for Q3 cohort audit
+3. **Issue #67 follow-up PR #300** (in flight) — per-sector `value_trap_risk` delta instrumentation; methodology-scientist Q2 deferred from PR #294; populates per-sector breakdown of the 132 → 109 aggregate drop on cron Run #72+ for Damodaran shape verification
+4. **v1.5.0 release tag (next)** — gated on Phase 4.5e PR 5 cluster weight promotion (item 1) + Issue #287 PR B (item 2) landing + ≥ 4 weekly crons of post-flip / post-revert data accumulating ahead of Q3 2026-08-19 cohort audit; or cut a `v1.4.x` patch sooner if a structural fix lands on its own
+5. **Phase 4i.1 / 4j.1 / 4k.1 — Factor integrations** (JKP / Qlib / IPCA; ~1-2w each → `v1.1.0-phase4`); 4i.1 license-review-required per #115
+6. **Phase 5 — ML meta-learner** (~10-12w); also unblocks PR 4b §3 IC-decay writer (#75)
 
-**Open issues**: #15 (fundamentals throttling) · #16 (going-concern negation-lookbehind — FP rate 1.0% in band, mechanism not yet code-confirmed) · #41 (Next.js 14 → 16 CVEs, 15 open `next@14.x` advisories — zero exploitability on static-export) · #67 (sector-CoE flip, data-collection merged PR #204) · #75 (PR 4b §3 IC-decay, Phase-5-blocked) · #115 (JKP license review) · #130 (quarterly cohort-threshold review, next 2026-08-19) · #137 (9arm-skills license clarification, 4-week deadline from 2026-05-20) · #150 (Phase 2-3 epic, phases 2-3 remaining)
+**Open issues** (as of post-PR-#299, with PR #300 in flight): #15 (fundamentals throttling) · #16 (going-concern negation-lookbehind — FP rate 1.0% in band, mechanism not yet code-confirmed) · #41 (Next.js 14 → 16 CVEs, 15 open `next@14.x` advisories — zero exploitability on static-export) · #67 (sector-CoE flipped via PR #294; per-sector delta follow-up in flight via PR #300) · #75 (PR 4b §3 IC-decay, Phase-5-blocked) · #115 (JKP license review, blocks Phase 4i.1) · #130 (quarterly cohort-threshold review, next 2026-08-19) · #137 (9arm-skills license clarification, deadline 2026-06-17) · #150 (Phase 2-3 epic, phases 2-3 remaining) · #287 (PR A merged via PR #297; PR B FORM4 revert gated on ≥ 1 cron < 195m green). **Closed same day 2026-05-28**: #288 (PR #292 + PR #298 cache-v5 follow-up) · #289 (PR #293 Site-2 DQIC retirement).
 
 ---