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Part 4 (ships): `david` — a prospective customer with hosts=0, host_deletions=0, reports=0 — e-mailed an expected_dbdump_missed ERROR at 03:00 UTC three mornings running. The existing down-skip could never cover it: it reads the staleness checker's state, which is seeded from a query over the `reports` table, so a customer that never reported has no state at all and GetState() returns "" rather than "down". store.HasEverBoundHost (hosts row OR host_deletions tombstone) is consulted once per customer at the top of the deadline loop. The discriminator is "was a host EVER bound", never "has a report arrived" — a box installed and never heard from is a real fault and keeps alarming. Fail-OPEN on a read error. Red-proof observed: removing the guard fails with `got [expected_dbdump_missed]`, verbatim the event david sent. Parts 0-3 (spike, NO production code for R-193/R-192): audits/SPIKE-offsite-credential-recovery-2026-08-04.md establishes that the one-shot provider password is the RECOVERABLE secret and the restic repository password is the irreplaceable one — and that a guest rebuild mints a fresh one, orphaning the previous off-site history. Measured without touching a box, by comparing host_escrow.restic_pw_sha256 against host_escrow_superseded: BOTH demo boxes changed (demo-hp 15 snapshots / 40.9 MB, demo-felhom 36 snapshots / 1.14 GB). demo-felhom's "lucky" 76-second recovery restored delivery and not the repository, silently, for 13h. ReissueCredentials does NOT rotate the restic password (R-39's record and two hub comments are wrong -> R-196); candidate (b) is not implementable against a zero-knowledge escrow; candidate (a) already exists as F3 and is wired to the wrong event. Ends in ranked options and an unanswered question for the operator. R-195 SHIPPED; R-196 + R-197 filed; R-192 + R-193 updated, neither closed.