L4 Wave2: BOED provenance honesty + stage test + challenge/bandit advisory telemetry

[zaler23]

L4 Wave2 — landing directions that needed spike validation

Following Wave1 (#22), this wave handles the four directions that needed spike validation. All converged via offline measurement spikes to a uniform landing point: sidecar / telemetry / honesty fix / narrow tests — zero selector-behavior change, no invariant touched. Production net +87 lines (telemetry), the rest tests.

Four dispositions

• BOED provenance honesty fix — produce_boed_signals plan_value is a simple average (uncertainty+novelty+evidence_gap)/3, but provenance mislabeled it expected_information_gain. Relabeled honestly as heuristic_plan_value (answer-first must not misrepresent). Not wired into ordering. Net +1.
• Stage policy honesty test — zero production change. Test added to lock: a valid stage_fractions policy produces early/middle/late/final states; an empty policy falls back to middle-until-safety. (Locks the mechanism per policy, not the current state; no objective-switch added.)
• Challenge/candidate overlap no-effect telemetry — compile_search_pressure records challenge-pressure x candidate-text overlap in SearchPressure.metadata, advisory only. selection_advisory stays {}, selection_advisory_features still returns {}, the parent selector is untouched (real ordering would need future non-circular blind-labeled samples).
• Shadow action-palette bandit telemetry — reuses existing OperatorArmStats + suggest_budget_allocation, aggregating by raw policy-action (not canonical operator), emitting advisory allocation to MutationPlan.metadata. Round-robin / actual mutation budget / operator allocation byte-for-byte unchanged (shadow-only; ordering revisited only after runs stabilize).

Invariants

• Canonical spine / soft ordering signal / answer-first (synthesis/final_gate) / parent selector untouched.
• No new framework / registry / class / DSL / config — all private pure functions + reuse of existing symbols.
• All three telemetry outputs are advisory only and do not enter the selection path.

Verification

• full suite: 674 passed, 1 skipped
• production net: +43 (mutation.py), +43 (controller.py), 0 (rename)
• known flag: the fate->reward floor constants in _shadow_action_reward are an internal telemetry heuristic, advisory-only; revisit before wiring into ordering.

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