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With arbitrage armed at the shipped defaults, arbitrage and the capacity-tariff guard drove each other in a sustained limit cycle. Re-measured on TEST-23 stage 3's closed rig against478ba93, metrics recomputed rather than taken from the card: `peak_cap_w` 1500 / 1200 W house -> 28 charge onsets an hour, mean period 131.1 s, the grid swinging -455.5 to +3200.0 W; at the SHIPPED `peak_cap_w: 3500` with an 1800 W house -> 8/h, with a 3000 W house -> 32/h. The bite rule is `load + max_w > peak_cap_w`, i.e. any house over 1500 W in the cheapest quarter. §10.2: "an EMS that oscillates is worse than no EMS, both for hardware wear and - per §9.1 - for the peak it is trying to avoid." And it was losing the argument it was having: EVERY billed quarter in the three affected configurations finished OVER the cap. ⚠️ THE CARD'S STATED MECHANISM IS WRONG AND THE CORRECTION IS ON THE RECORD. The card, and .cache/s45.md before it, say the loop is the quarter boundary resetting the projection and arbitrage re-arming at full power. It is not. Of the 27 gaps between the 28 onsets, 23 are 90-120 s (mean 111.5 s) and lie ENTIRELY INSIDE one quarter; the four long gaps - 230, 240, 250, 255 s - are exactly the four that SPAN a boundary, so the boundary LENGTHENS the interval rather than causing an onset. The real cycle, off the recorded fields: the trade charges at max_w while `wanted = batt_w + excess` is negative and the guard files NOTHING; `wanted` crosses zero; the guard engages on a floor of 5.3 W; that flips `arbitrage.guard_state()`, which cancels the WHOLE trade; the grid-following loop - which targets grid = 0, not grid = ceiling - takes the actuator and discharges to +1870 W, exporting 420 W; the projection collapses; the guard releases; the trade re-arms at max_w. A binary interlock keyed on a continuous quantity. A fix aimed at the boundary would have removed four of twenty-eight onsets. THE FIX IS A SHAPE THIS ADD-ON ALREADY HAD. `control.maintenance_charge_floor()` caps a MAINTENANCE charge at "the headroom left under the site's cap", because "a maintenance charge is the only thing this system does that is big enough and long enough to set that peak". ⚠️ That sentence stopped being true when OPT-04 landed. `peakguard.charge_headroom_w()` publishes the same quantity off the MEASURED guard rather than off the optional `peak_forecast_entity` - the hole SAFETY-25 had to close in `shaping_suspended()` - and `arbitrage.decide()` sizes its BUY leg to it, keyword-only and with no default. NO NEW ARITHMETIC AND NO NEW CONSTANT. The number is `wanted_w` read in the other direction: `decide()` already computes the DISCHARGE that lands the quarter on the ceiling, and a negative one is a permitted CHARGE of `-wanted`. ⚠️ `peakguard.decide()` IS UNCHANGED - sha256(decide) = 200090d0835a3a55, 7252 B on this branch and on478ba93- so 2026-08-20's anti-bang-bang rung is exactly where it was, and tools/replay_ac3.py reproduces 190/190 guarded quarters, 110 engaged cycles, 5 blind and 878 Wh on both trees. TWO PROPERTIES MAKE IT SAFE TO HAND A STRATEGY, BOTH SWEPT RATHER THAN ARGUED. It is INVARIANT IN THE BATTERY - raise the charge by dW, the meter rises by dW, so `excess` rises by dW while `batt_w` falls by dW and `wanted` does not move: 1350.0 W at every point across batt_w -5000..+2000 W on one banked quarter, while the `excess` those runs see takes six distinct values. It is feed-forward, so consuming it adds no feedback path around the plant. And HOLDING IMPLIES ZERO OR UNKNOWN: across 1080 swept combinations not one ENGAGED decision answers a positive headroom. AFTER, same rig, same command. 1500/1200: 28 onsets -> 1, grid swing 3655.5 -> 282.0 W, energy bought 180.0 -> 285.2 Wh (+58%, because a continuous 300 W trade beats a 2000 W trade cancelled for 57% of the hour), billed quarters 1490/1497/1509 -> 1500.0/1500.0/1500.0. 3500/1800: 8 -> 1, 3511/3536/3559 -> 3500/3500/3500. 3500/3000: 32 -> 1, 3519/3542/3557 -> 3500/3500/3500. The two shipped-default rows buy 2.2% and 1.6% LESS energy and in exchange the worst quarter goes from 59 W over the cap to zero - which is the ordering §10.1 asks for, since the capacity tariff bills the month's single worst quarter. ⚠️ AND THE NEGATIVE CONTROL: at peak_cap_w 5000 with a 1200 W house, where `load + max_w` never reaches the cap, the two runs are BIT-IDENTICAL. ⚠️ A NEGATIVE `lo` WAS CONSIDERED AND REJECTED, AND THE REASON IS IN THE CODE. Deleting `decide()`'s `wanted <= 0` gate and filing `lo = wanted` is the tidier answer arithmetically. It creates a new `lo > hi` CONTRADICTION against main.py's cheap-window maintenance shaping, which files a NEGATIVE `hi`; arbiter.py clause 2 has no notion of one limit out-ranking another, so it resolves to 0 W - the battery PARKED in the quarter that sets the bill - and the only way to close that suspends the maintenance charge shaping PERMANENTLY on every site this card is about. A backoff or cooldown in arbitrage was rejected too: both modules' design notes say no timer is invented, and the trade now re-arms at `ceiling - load` rather than at max_w, which is what learning from a refusal means when the refusal is a measurement. THE REGRESSION IS THE LOOP SETTLING, NOT A UNIT TEST ON decide(). test_arbitrage.py 3c closes the loop over the shipped guard, strategy, arbiter, control law and QuarterAverager with a modelled plant, and asserts BOTH directions: unsized it must run away (24 onsets, -414..+3200 W, a quarter over the cap) and sized it must settle (1 onset, 303 W swing, three quarters at exactly 1500.0 W). The two runs differ in one argument. A third pair asserts the card is INERT where the defect is inert. Evidence: 29/29 green. 14 mutations, every one RED on a named check, no survivors; two are ZERO BYTES - `min()` -> `max()` on the sizing, and the sized-trade sentence's two operands transposed - and both are red. M13 reverts the 2026-08-20 rung and is red on EIGHT named checks in test_peakguard and three in test_arbitrage. Every revert verified by a tree fingerprint AFTER the revert, which is how a defect in the battery's own harness was found: two edits to one file, restored in list order, left the first one on disk (MUTATION.md habit 18). test_peakguard.py part 1 also gained a None-safe format, because the mutation it exists to catch made it raise TypeError one line later and ABORT the file - parts 2-13 were ungraded and M13's recorded coverage was one check instead of eight. Not fixed, and named: TEST-23 finding 1's export overshoot at the END of a trade (356-938 W, ~0.37 x max_w) is a different card; a house whose load ALONE exceeds the cap still has the trade refused outright and the loop drive to grid = 0 rather than to the ceiling, and no swept pair reaches that regime; the container leg (hadrive.py) was not re-run because test23s3-addon is deliberately stopped as a second writer on the setpoint entity. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01BwRLw7eKYj2byVdwB6kbjU