research: park Phase B fip breadth; race guard and compact evidence

Log the 21:14 orphan as a snapshot-build race, rewrite the context table to
authoritative ICs only, and soften the vol-tilt warning. Add extender completion
manifest + breadth refuse guard; strip intermediate/orphaned reports; park the
thread (no book sim, no deploy).

scripts/extend_snapshot_universe.py

@@ -10,8 +10,13 @@ Pipeline
 3. Fetch ~5y daily bars from Alpaca for symbols missing (or short) in the copy.
 4. Insert new tickers + OHLCV; mark them in side table ``research_rank_only``
    so the harness can feed signal IC without GTL/candidate replay.
+5. Write a **completion manifest** (``<output>.manifest.json``) with ticker /
+   OHLCV / rank_only counts and finished-at. Breadth runners refuse to start
+   without a matching complete manifest — same class of guard as calendar
+   truncation (see 2026-07-18 21:14 race: orphaned +0.0575 on a partial pool).
 
 Resume-friendly: re-running skips symbols that already have ≥ ``--min-bars``.
+A ``--limit`` smoke run writes ``complete: false`` so breadth mode still refuses.
 
 Example
 -------
@@ -197,12 +202,21 @@ async def _fetch_symbol_bars(
 
 
 async def _main() -> None:
+    # ROOT is already on sys.path; keep the helper import path-local.
+    from research_snapshot_manifest import (  # type: ignore[import-not-found]
+        clear_manifest,
+        write_completion_manifest,
+    )
+
     args = _parse_args()
     source = Path(args.source)
     output = Path(args.output)
     if not source.exists():
         raise SystemExit(f"Source snapshot not found: {source}")
 
+    # Any rebuild/update invalidates prior completion until we finish cleanly.
+    clear_manifest(output)
+
     if args.force_copy or not output.exists():
         output.parent.mkdir(parents=True, exist_ok=True)
         if output.exists():
@@ -375,12 +389,40 @@ async def _main() -> None:
             text("SELECT COUNT(*) FROM ohlcv_records")
         ).scalar_one()
 
+    # Full planned work only when --limit is unset. Smoke runs stay incomplete
+    # so breadth mode cannot mythologize a 50-symbol toy pool.
+    is_complete = args.limit is None
+    manifest_path = write_completion_manifest(
+        output,
+        complete=is_complete,
+        sources=sources,
+        history_days=int(args.history_days),
+        min_bars=int(args.min_bars),
+        fetch_ok=ok,
+        fetch_fail=fail,
+        limit=args.limit,
+        extra={
+            "prod_symbols_at_start": len(prod_symbols),
+            "pool_size": len(pool),
+            "to_fetch": len(to_fetch),
+        },
+    )
+
     print("Done.")
     print(f"  output: {output}")
     print(f"  tickers: {ticker_n}")
     print(f"  ohlcv rows: {ohlcv_n}")
     print(f"  research_rank_only: {rank_only_n}")
     print(f"  fetched ok/fail: {ok}/{fail}")
+    print(
+        f"  completion manifest: {manifest_path} "
+        f"(complete={is_complete})"
+    )
+    if not is_complete:
+        print(
+            "  NOTE: --limit set → complete=false; breadth runners will refuse "
+            "this snapshot until a full extend finishes."
+        )
 
 
 if __name__ == "__main__":