Brummel 84ec2ab5d1 audit(0085): cycle close — drift-clean; C10 cycle-0085 realization note
Cycle 5 of milestone #148 (per-cycle-held accrual + CarryCost). Architect drift
review over 39f9387..f5e00a9: status clean, no code drift.

What holds (architect, evidence-of-review):
- C11 byte-identity: the AtClose eval arm is the pre-cycle-5 tokens verbatim
  (if closed { per } / if open { per }, the per + cum lines unchanged), so the
  cycle-0083/0084 net_expectancy_r goldens (-614.3134020253314, -615.0304388396047)
  stay byte-identical and the AtClose unit regressions are untouched.
- Accrual sound, no double-count: aura-analysis (summarize_r) is genuinely unchanged.
  During a hold the carry lives only in open_cost_in_r (cum=0); at close it moves to
  cum while open_cost->0 (open/closed mutually exclusive per cycle), so net_r_equity
  subtracts cum+open singly. summarize_r reads the close-row dumped total + the
  window-end accrued-so-far — one charge per trade, acc reset proven. The 3-field
  cost record's semantics generalize cleanly to accrual.
- C9/C16/C23: the diff touches only aura-std + aura-cli; aura-engine stays
  domain-free. CarryCost is a CostNode factor, CostRunner a plain Node, composed via
  cost_graph/CostSum. label() carries its param. All three run_stage1_r call sites
  threaded; the negative-rate guard is symmetric with the sibling cost flags.

Resolved this commit (the cycle-close ledger sync):
- C10 realization note (cycle 0085) added under docs/design/INDEX.md — C10's
  "per-cycle-held factors accrue over the hold" clause is now first realized (the
  prior 0084 note covered the cost-graph composite-builder).

Regression gate: cargo test --workspace (0 failures), cargo build --workspace, cargo
clippy --workspace --all-targets -- -D warnings clean — the architect is the primary
gate (no dedicated regression script). Ephemera (spec 0085 + plan 0085) git rm'd.

Milestone "Cost-model graph (in R)" remains OPEN.

refs #148
2026-06-29 01:06:50 +02:00
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