Curation v2: session 2 handoff (steps 4-7 done, briefs preamble updated)

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01A1rCLQeKBgnBo3oTgHuTMe

docs/plans/2026-09-02-curation-v2-progress.md

@@ -1,6 +1,6 @@
 # Personalized Curation v2 — implementation progress and handoff
 
-**Updated:** 2026-09-02 (end of session 1)
+**Updated:** 2026-09-02 (end of session 2)
 **Plan:** `docs/plans/2026-09-02-personalized-curation-v2.md` (§21 is the step sequence)
 **Branch:** `curation-v2` (branched from `main` at `a599745`; not merged, not pushed)
 **Briefs:** `docs/plans/curation-v2-briefs/` — `00-preamble.md` + one `stepN.md` per step. Each
@@ -13,43 +13,81 @@ brief was handed to an implementation agent as `cat 00-preamble.md stepN.md`.
 | 1. Feedback and profile | **done**, reviewed (codex review: no actionable issues) | `3a9f4b9` |
 | 2. Claude editor and editorial | **done** | `57efbb4` |
 | 3. Embeddings, signals, telemetry | **done** (branch `curation-v2-step3`, merged) | `ea3b141` + merge commit |
-| 4. Triage replaces the gate | not started — brief ready: `step4.md` | |
-| 5. Deep assessment, utility, diversity | not started — brief ready: `step5.md` | |
-| 6. Paper telemetry, stats, lock | not started — brief ready: `step6.md` | |
-| 7. Cleanup + implementation notes | not started — brief ready: `step7.md` | |
+| 4. Triage replaces the gate | **done** (Codex plugin, high effort), reviewed | `10f4afd` |
+| 5. Deep assessment, utility, diversity | **done** (Codex started, cut off by quota; Claude agent finished), reviewed | `05a74a0` |
+| 6. Paper telemetry, stats, lock | **done** (Claude agent), reviewed | `d261cd4` |
+| 7. Cleanup + implementation notes | **done** (Claude agent), reviewed | `d403c51` |
 
-`cargo fmt --check`, `cargo clippy --all-targets` (only the three pre-existing `src/world.rs`
-`needless_borrow` warnings) and `cargo test` (294 lib tests + 6 integration suites) are green at HEAD.
+All seven plan steps are implemented. `cargo fmt --check`, `cargo clippy --all-targets`
+(including `-W dead_code`) and `cargo test` (329 lib tests + 6 bin tests + the 7 integration suites) are green at HEAD.
 
 Nothing has been run against the production database or the real providers. No local
 `config.toml`, database, or API keys exist on the dev box, so verification so far is tests only.
 
-## Decisions and deviations made while implementing (read before step 4)
+## Decisions and deviations made while implementing
+
+Steps 1–3 (session 1):
 
-- **`scores` table not yet dropped.** Migration `0002_curation_v2.sql` created every new table, copied
-  `ratings` → `rating_events`, and dropped `ratings` and `feed_priors`, but kept `scores` because the
-  old Stage A scoring (`src/curate/score.rs`, `db::upsert_score`, `recently_low_scored_ids`) still
-  uses it. Step 4 adds `migrations/0003_drop_scores.sql` and moves the churn rule to
-  `article_assessments` (already in `step4.md`).
-- **Old prefilter still gates.** Hygiene → embeddings → signals → preliminary blend now run for every
-  article, and `candidate_runs` rows are written with the stage vocabulary mapped onto the old flow
-  (`admitted_by` is `["prefilter"]`/`["auto"]` for now), but `prefilter::run` + `prefilter_keep`
-  still decide the deep set until step 4.
 - **Legacy `up` links.** `Vote::parse("up")` → `Loved`, and `auth::verify_token` also accepts tokens
-  signed over the literal `up` segment so already-published issues keep working.
+  signed over the literal `up` segment so already-published issues keep working. Keep both.
 - **Same-date regeneration** no longer excludes its own picks (`published_before` uses issue dates
   strictly before the run date), per plan §8.1.
 - **`VoyageConfig.api_key`** exists as a field (figment maps `DAILY_EPUB_VOYAGE__API_KEY` into it;
   `deny_unknown_fields` would otherwise reject the env var). Never document it in TOML.
-- **`anthropic.max_concurrent_requests`** is validated but not consumed yet; summary concurrency is
+- **`anthropic.max_concurrent_requests`** is validated but not consumed; summary concurrency is
   the constant `SUMMARY_CONCURRENCY = 4` in `editorial.rs`.
-- `UsageMeter::new(&DeepseekConfig, ..)` survives as a compat constructor over `with_prices`.
-- `tests/fixtures/deepseek_front_page.json` was replaced by `tests/fixtures/claude_brief.json`.
 - `RATINGS_LOOKBACK_DAYS` in `profile/mod.rs` is effectively unbounded (36,500) for the prompt
   verdict block and the weekly rebuild; the knn/feed preference state uses
   `curation.ranking.rating_lookback_days` (180) as the plan says.
 - Footer CSS: `.rating` has no `white-space: nowrap` (it would clip on narrow e-ink screens).
 
+Step 4:
+
+- Hygiene order is blocked → published_before → recently_rejected, all skipped for auto-includes.
+- `admitted_by` records every retriever whose own top-N would have taken the article (first entry
+  is the admitting one); exploration is flagged only when `exploration` admitted it.
+- Under the pool cap (`triage_max`) the surplus gets `stage='eligible'`, `excluded_reason='not_admitted'`.
+- Migration `0003_drop_scores.sql` drops `scores`; the churn rule reads `article_assessments`.
+
+Step 5:
+
+- `Candidate` is the only flow type; `ScoredArticle`, `combined_score`, `score.rs`, `select.rs` are gone.
+- The editor omits the `facets:` line when every facet is unknown (plan renders it unconditionally).
+- Articles cut at the shortlist keep the stage they reached (`admitted` if never deep-assessed,
+  else `assessed`) with `excluded_reason` `cluster_suppressed` (hit the base cap) or `shortlist_cap`.
+- `Curator::assess` is a no-op under `--skip-llm`; cached deep rows are still reused when DeepSeek
+  is merely down.
+- `--near-misses` and the Behind-the-paper list order by utility, falling back to the preliminary
+  blend per row.
+- Fixtures: `tests/fixtures/deepseek_deep_batch{,_messy}.json` replace the old score fixtures;
+  `deepseek_triage_batch.json` added in step 4.
+
+Step 6:
+
+- `BehindThePaper` hangs off `Issue.behind` (filled after `build_issue`), not a `build_issue` argument.
+  Generation time and cost shown in the chapter are measured at issue assembly (they exclude the
+  EPUB build and publish, a few seconds); the cost includes Voyage.
+- Voyage spend is recorded under `provider_costs["voyage"]`; `finish()` counts it once and keeps its
+  tokens out of the LLM aggregate. Voyage spend is not preloaded into its meter for the UTC day.
+- `src/lock.rs` uses `libc::flock` (`libc` was already in `Cargo.lock`; now a direct dependency).
+  The holder's command name is written into the lock file for the "X is already running" message.
+- The mid-run `admission:` line is `debug`; the four-line §15.4 block is logged once after
+  `finish()` and printed by `print_report`. Timings `summaries` and `brief` replace `editorial`.
+
+Step 7:
+
+- `features prune` sweeps `article_embeddings`, `candidate_runs` and now `article_assessments`;
+  `generate` runs it once after a published (non-dry) issue, best effort.
+- The Brief chapter's TOC/title string is now "The Brief" (was still "From the Editor").
+- Kept on purpose: `UsageMeter::new(&DeepseekConfig, ..)` (a convenience over `with_prices`, 12
+  call sites); `StageCounts.candidates` (feeds `runs.candidates` and the colophon); the
+  `prefilter_keep`/`score_batch_size` removed-key startup errors (operator guards); the SQL comment
+  "filled in by step 4/5" inside the applied migration `0002` (sqlx checksums); six v1-era
+  unreferenced `pub` items (`enrich_one`, `issues_before`, `today_in_tz`, `to_json_pretty`,
+  `with_retry_policy`, `db::issues_before`) as pre-v2 API surface.
+- `config::tests::shipped_example_config_matches_the_defaults_key_for_key` compares the example
+  against `Config::default()` in both directions (numbers within 1e-6).
+
 ## Operator to-dos before the first real run
 
 1. Set `DAILY_EPUB_ANTHROPIC__API_KEY` and `DAILY_EPUB_VOYAGE__API_KEY` in the systemd env file.
@@ -57,34 +95,37 @@ Nothing has been run against the production database or the real providers. No l
    guards, not accounting).
 3. Copy `data/profile.md` to wherever `profile_path` points on the server (default is relative to
    `WorkingDirectory=/var/lib/daily-epub`, like `data/scour-interests.opml`).
-4. Run `daily-epub db migrate` (0002 drops `ratings`/`feed_priors`; back up the DB first).
+4. Back up the DB, then `daily-epub db migrate` (0002 drops `ratings`/`feed_priors`, 0003 drops `scores`).
 5. `daily-epub features backfill --rated-only` then `--days 30` to warm the embedding cache.
-6. A `generate --dry-run` and read the paper; `explain --near-misses` once step 4 lands.
+6. `daily-epub generate --dry-run`, read the paper (including the new Behind-the-paper chapter),
+   then `explain --date … --near-misses` and `stats`.
+7. Watch the first few real runs' `providers:` log line against the ~$0.80/day estimate (plan §3).
 
 ## How the work was run (so the next session can repeat it)
 
 - Orchestrator: Claude Code (this repo), one implementation agent per step, review + commit by the
   orchestrator after independent `cargo fmt/clippy/test`.
-- Codex: `codex exec -C <repo> --sandbox workspace-write --add-dir ~/.cargo -c
-  sandbox_workspace_write.network_access=true -c model_reasoning_effort=high -o <last.md> - < <brief>`,
-  detached with `setsid nohup`, exit code written to a file and watched with a monitor. The
-  `openai-codex` Claude Code plugin's `task` runs fail on this host (bubblewrap cannot create user
-  namespaces: `kernel.apparmor_restrict_unprivileged_userns = 1`); the CLI works if the brief tells
-  the agent to edit files via shell commands instead of the `apply_patch` tool (see the preamble).
-  The plugin's read-only `review --background --scope working-tree` does work and was used on step 1.
-  Fix for the sandbox: `sudo sysctl -w kernel.apparmor_restrict_unprivileged_userns=0`.
-- Codex ran out of ChatGPT usage after ~560k tokens (step 1 complete, steps 2 and 3 cut off
-  mid-way); Claude `general-purpose` sub-agents finished steps 2 and 3 from the partial trees and
-  resolved the step 2/3 merge. Budget roughly one large step per Codex usage window.
-- Steps 2 and 3 were run in parallel (step 3 in a git worktree); the merge cost ~19 conflict hunks
-  in config/pipeline/report/main/README/config.example. Steps 4 → 5 → 6 → 7 are sequential.
+- **Codex via the `openai-codex` Claude Code plugin (v1.0.6) works on this host as of session 2**
+  (the operator fixed bubblewrap). Launch:
+  `node ~/.claude/plugins/cache/openai-codex/codex/1.0.6/scripts/codex-companion.mjs task --background --write --effort high "$(cat brief.md)"`,
+  poll `… status <job-id> --json` (`.job.status`), read `… result <job-id>`. Inside its sandbox
+  `bind()` on 127.0.0.1 is forbidden, so exactly ten pre-existing loopback tests fail there
+  (`curate::llm::tests::anthropic_*` ×4, `extract::tests::relative_urls_resolve_against_the_url_we_landed_on`,
+  `server::tests::*` ×5, plus the two `m7_server` integration tests); the brief must tell the agent
+  to ignore those and the orchestrator runs the full suite outside. The old "host quirk" paragraph
+  in `00-preamble.md` is obsolete.
+- Codex usage budget is roughly one large step per ChatGPT usage window: in session 2 it finished
+  step 4 (~26 min) and was cut off 21 minutes into step 5 ("try again at 7:44 PM"). The job status
+  becomes `failed` with the partial work left in the tree; a Claude `general-purpose` agent with a
+  "finish, don't restart" brief (known failures, scope audit checklist) completed it. Steps 6 and 7
+  ran on Claude agents directly.
+- Steps 4 → 5 → 6 → 7 were sequential, each reviewed against the plan sections named in its brief
+  before committing.
 
-## Next session: exact starting instructions
+## Next session: what remains
 
 1. `git checkout curation-v2 && cargo test` (expect green).
-2. Read this file, then `docs/plans/curation-v2-briefs/00-preamble.md` and `step4.md`.
-3. Launch the step 4 agent with `cat 00-preamble.md step4.md` as the prompt (Codex CLI as above, or a
-   Claude general-purpose agent — tell it to ignore the "host quirk" paragraph in that case).
-4. Review the diff against plan §10–§11, run the checks, commit as "Curation v2 step 4: …".
-5. Repeat for steps 5, 6, 7. After step 7: `git merge --no-ff curation-v2` into `main`, deploy, and
-   do the operator to-dos above.
+2. Optional: a Codex `review --background --scope branch --base main` pass over the whole branch.
+3. `git merge --no-ff curation-v2` into `main`, build, deploy, and do the operator to-dos above.
+4. After a week of real runs: read `stats`, tune `[curation.ranking]` from what `explain` shows,
+   and revisit the deferred items in plan §23.