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"body": "## Summary\n- Adds a strict `replay-deposit-basis/v1` reducer over normalized CL deposit-event freezes.\n- Wires `tcl replay-position --deposit-basis-from-freeze <path>` so replay-position can use reconstructed `grossDepositUsd` without manual `--deposit-usd` when Dune `deposited_usd` is zero/missing.\n- Keeps finance-sensitive fail-closed behavior: rejects withdraw/collect-only histories, missing/non-positive USD valuation, negative token-side USD, malformed freeze shape, unsafe token IDs, unsafe Dune freeze evidence gaps, and >0.5% disagreement between positive Dune `deposited_usd` and complete reconstructed basis.\n- Updates the replay roadmap doc and Beads export; keeps `titan-55y` open with follow-ups for the Dune priced-event feeder, calibration against query `6771632`, and chain/price-source provenance hardening.\n\n## Why\nQuery `6771632` can emit `deposited_usd=0` for real positions like Base Uniswap V3 token `4779752` because the existing matched-txs source has fee/withdraw rows but no deposit rows. This slice gives replay-position a safe input contract for reconstructed deposit basis without pretending the upstream Dune feeder and calibration are done.\n\n## Verification\n- Claude plan review: found blockers around Dune-vs-reconstructed comparison, freeze evidence-gap propagation, and bead scope; all were applied before implementation.\n- Claude implementation review: zero blockers; five low-severity findings applied.\n- `bun run --cwd packages/cl-intelligence test -- replay-deposit-basis replay-position` → 45 passed.\n- `bun run --cwd packages/cl-intelligence typecheck` → passed.\n- `bun run --cwd packages/cl-intelligence test` → 586 passed, 20 skipped.\n- `bun run --cwd packages/cl-intelligence build` → passed.\n- Manual smoke: normalized token `4779752` mint freeze derived from Dune query `7371617` produced `depositUsd=981,439.04` without manual `--deposit-usd`; withdraw/collect-only freeze failed closed with exit 2.\n\n## Review Notes\nThis is stacked on #119 / `fkb/cl-replay-enrichment`. Review after the chain-enrichment PR unless reviewing the stack locally.\n\nNot done in this PR:\n- Dune-produced priced deposit-event feeder.\n- Calibration subset against query `6771632` positive-deposit positions.\n- IL, opportunity cost, benchmark, redeployment, or full ROI claims.\n",
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