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Remove wind-down nudging and tracking permanently

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Hoid 2026-03-04 21:07:07 +01:00
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9
AGENTS.md
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@ -64,15 +64,6 @@ Capture what matters. Decisions, context, things to remember. Skip the secrets u
SERVICE_USER=FILL_IN
```
## Evening Wind-Down (19:00-23:00 Vienna)
After 19:00 Vienna time, you're in wind-down mode. This applies in **all conversations**, not just heartbeats:
- **If chatting about work/tinkering**: Actively look for stopping points. When a subtask completes or there's a natural pause, suggest wrapping up. Don't just passively help them keep going.
- **If they want to start something new after 20:00**: Gently suggest postponing to tomorrow.
- **Concrete suggestions**: Use `bin/jellyfin` and `bin/audiobooks` to suggest specific shows/audiobooks instead of vague "maybe wind down."
- **Evening reminders**: When they're transitioning to wind-down, remind about evening recurring tasks (e.g., nose shower) before they get too comfortable.
## External vs Internal
**Safe to do freely:**

30
HEARTBEAT.md
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@ -6,35 +6,7 @@ Check the following and notify only once per event (track in `memory/heartbeat-s
2. **Rheinmetall stock (RHM)**: Check current price. If above €1950, notify. Only notify once when threshold is crossed.
3. **Evening wind-down guidance (19:00-22:00 Vienna)**:
**First nudge at 19:00**: On the first heartbeat at/after 19:00 Vienna, always check in — ask what they're doing if not in active conversation, or nudge toward winding down if already chatting about work/tinkering.
**If NOT in active conversation**: Send a brief WhatsApp asking what they're doing (working? winding down? about to start something new?). Log responses in `memory/wind-down-log.json`.
**Concrete wind-down suggestions**: Don't just say "maybe wind down" — use real data:
- `bin/jellyfin resume` → suggest continuing what they're watching
- `bin/jellyfin recent` → suggest something newly added
- `bin/audiobooks current` → suggest picking up their audiobook
- Make it specific: "You're 44% through Die zweite Legion" or "New movie added: The Rip (2026)"
**Work-end reminders**: When they indicate they're wrapping up or transitioning to wind-down, check `memory/tasks.json` for `recurring` items with `when: "evening"` and remind them (e.g., nose shower) before they get too deep into relaxation mode.
**📝 AUTO-LOG EVERYTHING 19:00→SLEEP** — Log to `memory/wind-down-log.json` as events happen:
- What they're doing (working, watching TV, chatting, browsing, etc.)
- Activity changes (switched from X to Y)
- Work tasks and when they finish
- Nose shower / evening routine
- Food/drinks mentioned
- Energy/mood if mentioned
- In bed / winding down
- Trying to sleep
- Sleep issues (couldn't sleep, woke up, etc.)
- Anything that might reveal patterns
Log continuously from 19:00 Vienna until sleep. This data is critical for analyzing habits and optimizing the wind-down process. Don't wait to be asked.
4. **Proactive calendar reminders**: Check CalDAV for upcoming events (see TOOLS.md for credentials). Only remind for events that require leaving home:
3. **Proactive calendar reminders**: Check CalDAV for upcoming events (see TOOLS.md for credentials). Only remind for events that require leaving home:
- In-person / location-based: 1-2 hours before (account for travel)
- Appointments (doctor, haircut, etc.): 1 hour before
- Skip: Video calls, online meetings, at-home events (calendar app handles those)

14
memory/portfolio.json
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@ -54,13 +54,13 @@
"created": "2026-02-12T20:00:00Z",
"lastUpdated": "2026-03-03T17:15:00Z",
"closingSnapshot": {
"date": "2026-03-03",
"DFNS": 62.04,
"portfolioValue": 1103.07,
"dailyPL": -5.16,
"dailyPLpct": -0.47,
"totalReturn": 10.31
"date": "2026-03-04",
"DFNS": 62.21,
"portfolioValue": 1106.41,
"dailyPL": -12.98,
"dailyPLpct": -1.16,
"totalReturn": 10.64
},
"pendingActions": [],
"lastUpdated": "2026-03-03T17:15:00Z"
"lastUpdated": "2026-03-04T17:15:00Z"
}

107
memory/real-portfolio.json
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@ -26,22 +26,79 @@
}
],
"totalInvested": 22200,
"lastAnalysis": "2026-03-04T18:02:00Z",
"updateNote": "6:02 PM Vienna Wednesday - RHM.DE €1,580 (flat from 4 PM). DFNS.PA/PICK: API rate-limited. Web search confirms defense rally on Middle East escalation (LMT, RTX, Lockheed, Palantir surging). Uranium ETFs (URA, URNM) bullish for 2026. PICK weakness (-6% today) vs. uranium strength suggests potential rotation trigger if PICK <$58. Defense thesis intact. RHM earnings March 11 catalyst remains key. HOLD positions; monitor PICK support.",
"priceHistory": [
{
"timestamp": "2026-03-04T18:02:00Z",
"RHM.DE": 1580.0,
"PICK": 60.54,
"note": "6:02 PM Vienna Wednesday - RHM.DE €1,580 (flat). Defense sector surging on Middle East escalation (Lockheed/Raytheon/Palantir rallying). PICK $60.54 down ~6% (weakness persistent). Uranium ETFs (URA, URNM) analyst bullish for 2026; potential rotation if PICK closes <$58. Defense thesis intact. RHM earnings March 11. HOLD all positions; monitor PICK support and uranium opportunity."
},
{
"timestamp": "2026-03-04T16:00:00Z",
"RHM.DE": 1580.0,
"PICK": 60.86,
"note": "4:00 PM Vienna Wednesday - PICK recovering to $60.86 (+0.53% from yesterday close). RHM.DE steady at €1,580. Defense thesis intact; geopolitical support solid. Semiconductor sector strength noted (26% analyst growth expectations 2026) but primarily US names (NVDA/MU). No N26-accessible tech alternatives identified. HOLD positions; RHM earnings March 11 catalyst key."
},
{
"timestamp": "2026-03-04T15:01:00Z",
"RHM.DE": 1580.0,
"PICK": 60.54,
"note": "3:01 PM Vienna Wednesday - PICK $60.54 (-5.9% day, L:$58.37). RHM.DE €1,580 (stable from morning). Defense thesis intact despite broad market weakness. API rate-limited; web search shows RHM stable, semiconductor strength noted (AI demand). HOLD all; monitor PICK support at $58 for potential energy/uranium rotation if broken. RHM earnings March 11."
},
{
"timestamp": "2026-03-04T14:07:00Z",
"PICK": 60.54,
"note": "2:07 PM Vienna Wednesday - PICK $60.54 (-5.94% day, L:$58.37 touching trigger). RHM.DE stable €1,580 (12:11 PM data). Defense thesis intact; geopolitical support offsetting broad market weakness. PICK within $58 trigger zone for potential energy/uranium rotation if closed below $58. Uranium ETF N26 availability needs confirmation before action. RHM earnings March 11. HOLD positions; monitor close. API rate-limited; no new breakout opportunities identified."
},
{
"timestamp": "2026-03-04T13:00:00Z",
"PICK": 60.54,
"note": "1:00 PM Vienna Wednesday - PICK $60.54 (-5.94% day, -6.84% from Tuesday). Defense thesis intact (geopolitical escalation, Middle East/Russia-Ukraine/US-China tensions, RHM earnings March 11 catalyst). Energy sector +21% YTD best performer (Exxon +26%). Mining weakness vs uranium strength (analysts bullish URNM/URA for 2026). RHM.DE API unavailable but web search confirms defense sector outperforming (Lockheed +3-7%, Northrop +, BAE +, Leonardo +, Hensoldt +). HOLD all positions; no compelling rotation opportunities yet. Monitor PICK below $58 for potential uranium/energy swap."
},
{
"timestamp": "2026-03-04T12:11:00Z",
"RHM.DE": 1580.0,
"PICK": 60.54,
"note": "12:11 PM Vienna Wednesday - PICK $60.54 (-5.94% day). RHM.DE €1,580 (10 AM, -2.9% intraday). Defense thesis intact (Iran/US escalation + geopolitical spending). Energy sector best performer YTD (+21%, Exxon +26%). PICK underperforming vs. uranium strength—potential rotation into URA/UEC if available on N26. RHM earnings March 11. HOLD positions; monitor PICK <$58 for energy/uranium swap trigger."
},
{
"timestamp": "2026-03-04T11:03:00Z",
"PICK": 60.54,
"note": "11:03 AM Vienna Wednesday - PICK $60.54 (-5.94% day, down from $64.36 overnight). RHM.DE €1,580 (10:00 AM data, -2.9% intraday). Defense thesis intact (JPMorgan bullish, Iran conflict support, RHM earnings March 11 catalyst). Energy/industrials (CAT, GE) outperforming; mining weak. Broad 4/11 S&P sectors green. HOLD positions despite weakness."
},
{
"timestamp": "2026-03-04T10:00:00Z",
"RHM.DE": 1580.0,
"PICK": 60.54,
"note": "10:00 AM Vienna Wednesday - RHM.DE €1,580 (-2.9% intraday from €1,627.50). PICK $60.54 (-5.94% day). Broad market weakness (only 4/11 S&P sectors green: energy, industrials, tech, real estate). Energy ETFs seeing record retail inflows amid Iran tensions. Defense thesis intact; RHM earnings March 11 catalyst key. HOLD positions. No compelling rotation opportunities yet—mining weakness overweighs geopolitical support."
},
{
"timestamp": "2026-03-03T18:21:00Z",
"PICK": 59.96,
"note": "6:21 PM Vienna - PICK holding $59.96 (-6.84% day). RHM.DE €1,627.50 (3 PM data, geopolitical support). Clean energy outperforming (5.8% EPS growth 2026). Mining weakness vs. clean tech strength signals potential rotation. RHM earnings catalyst March 11. HOLD all positions; thesis intact despite volatility."
},
{
"timestamp": "2026-03-03T17:08:00Z",
"PICK": 59.96,
"note": "5:08 PM Vienna - PICK down 6.84% to $59.96 (from $64.36). Mining ETF weakness vs. uranium strength. URA +5.58%. RHM.DE/DFNS.PA data unavailable. Broad market weakness pressuring commodities but defense thesis intact. RHM earnings March 11 catalyst."
},
{
"timestamp": "2026-03-03T15:03:00Z",
"RHM.DE": 1627.50,
"RHM.DE": 1627.5,
"PICK": 64.36,
"note": "3:03 PM Vienna - RHM.DE stable €1,627.50. PICK $64.36 (+0.03%). No new opportunities; thesis intact on geopolitical support. Web search rate-limited. HOLD all."
},
{
"timestamp": "2026-03-03T13:03:00Z",
"RHM.DE": 1627.50,
"RHM.DE": 1627.5,
"PICK": 64.36,
"note": "1:03 PM Vienna - RHM.DE flat €1,627.50. PICK flat $64.36. Defense thesis intact; geopolitical tensions (US-Iran) supporting allocations despite intraday volatility. No new opportunities at this time (API rate limits). HOLD all positions. RHM earnings March 11 catalyst remains key."
},
{
"timestamp": "2026-03-03T12:01:00Z",
"RHM.DE": 1627.50,
"RHM.DE": 1627.5,
"PICK": 64.36,
"note": "12:01 PM Vienna - RHM.DE retreated to €1,627.50 (down €36 from morning high ~€1,663, -2.2% intraday). PICK holding $64.36. Defense sector profit-taking visible but geopolitical thesis intact. Broad market weakness, defense/commodities outperforming. RHM earnings March 11 catalyst."
},
@ -84,46 +141,6 @@
"timestamp": "2026-03-02T14:09:00Z",
"PICK": 64.34,
"note": "2:09 PM Vienna - PICK flat from 1 PM, +0.33% today. Broad market down >1%. Gold $5,387 (+22% YoY). Defense & commodities outperforming. Thesis intact."
},
{
"timestamp": "2026-03-02T13:00:00Z",
"RHM.DE": 1663.50,
"PICK": 64.34,
"note": "1 PM Vienna - US-Iran conflict escalating; Brent crude toward $80; Strait of Hormuz threatened; defense/commodities outperforming broad market downturn. HOLD thesis."
},
{
"timestamp": "2026-03-02T12:15:00Z",
"RHM.DE": 1663.50,
"PICK": 64.34,
"note": "Hourly check: RHM flat, PICK +0.33%. Middle East tensions (Iran strikes) driving safe-haven moves and defense sector support."
},
{
"timestamp": "2026-03-02T10:01:00Z",
"PICK": 64.34,
"note": "Mining ETF steady at $64.34 (+0.33% today). Defense stocks rallying on US-Iran geopolitical escalation. RHM.DE and DFNS.PA data unavailable via API but underlying defense thesis intact."
},
{
"timestamp": "2026-03-02T09:26:00Z",
"RHM.DE": 1663.50,
"note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions."
}
],
"lastAnalysis": "2026-03-03T18:21:00Z",
"updateNote": "6:21 PM Vienna Tuesday - PICK still under pressure near $59.96 (-6.84% today). RHM.DE €1,627.50 per last 3 PM check (geopolitical support holding). Finnhub/stonks API gaps. Clean energy thesis strong (NextEra, solar/wind +15% global investment 2025). Mining weakness suggests potential sector rotation away from commodities into clean tech/semiconductors (5.8% EPS growth estimated 2026). RHM earnings March 11 catalyst. No immediate rebalancing recommended; thesis intact despite intraday volatility. HOLD positions.",
"priceHistory": [
{
"timestamp": "2026-03-03T18:21:00Z",
"PICK": 59.96,
"note": "6:21 PM Vienna - PICK holding $59.96 (-6.84% day). RHM.DE €1,627.50 (3 PM data, geopolitical support). Clean energy outperforming (5.8% EPS growth 2026). Mining weakness vs. clean tech strength signals potential rotation. RHM earnings catalyst March 11. HOLD all positions; thesis intact despite volatility."
},
{
"timestamp": "2026-03-03T17:08:00Z",
"PICK": 59.96,
"note": "5:08 PM Vienna - PICK down 6.84% to $59.96 (from $64.36). Mining ETF weakness vs. uranium strength. URA +5.58%. RHM.DE/DFNS.PA data unavailable. Broad market weakness pressuring commodities but defense thesis intact. RHM earnings March 11 catalyst."
},
{
"timestamp": "2026-03-03T15:03:00Z",
"RHM.DE": 1627.50,
"PICK": 64.36,
"note": "3:03 PM Vienna - RHM.DE stable €1,627.50. PICK $64.36 (+0.03%). No new opportunities; thesis intact on geopolitical support. Web search rate-limited. HOLD all."
}
]
}

52
memory/wind-down-log.json
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@ -1,52 +0,0 @@
{
"date": "2026-03-02",
"entries": [
{
"time": "19:12",
"type": "checkin",
"note": "First evening nudge sent via WhatsApp. Suggested Chuck, Conan, or Askir audiobook."
},
{
"time": "20:12",
"type": "status",
"note": "No response to 19:12 check-in yet. Not pinging again."
},
{
"time": "21:02",
"type": "checkin",
"note": "Second nudge sent. Nose shower reminder + TV suggestion."
},
{
"time": "21:15",
"type": "status",
"note": "No response all evening. Not nudging further."
},
{
"time": "21:15",
"type": "checkin",
"note": "Second nudge. Nose shower reminder + Chuck suggestion. No response to 19:12 nudge."
},
{
"time": "22:16",
"type": "status",
"note": "No response to 19:12 check-in. Not nudging again this late."
}
],
"2026-03-03": [
{
"time": "19:15",
"type": "check-in",
"note": "Sent WhatsApp asking what they are doing + Sessel question"
},
{
"time": "20:20",
"type": "suggestion",
"note": "Sent Conan/audiobook suggestion + nose shower reminder. No response to 19:15."
},
{
"time": "22:04",
"type": "status",
"note": "No response to either message. Not nudging again."
}
]
}

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projects/business/memory/sessions.md
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@ -1,5 +1,17 @@
# Session Log
## Session 127 — 2026-03-04 19:00 UTC (Wednesday Evening)
- **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~7d uptime
- **Staging:** v0.5.2 ✅ commit c03f217 (35 commits ahead of prod)
- **K8s cluster:** All 3 nodes Ready
- **Support:** Zero tickets
- **Completed:** Evening health check. All systems nominal. No action needed.
- **Total tests:** 468 (all passing), 29 test files
- **Open bugs:** ZERO 🎉
- **CI runner:** Still absent. Managed by Cloonar — needs investor action.
- **Investor test:** All 5 checks pass ✅
- **Recommendation:** Staging v0.5.2 production-ready. Awaiting investor approval for production tag.
## Session 126 — 2026-03-04 16:00 UTC (Wednesday Late Afternoon)
- **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~6.9d uptime
- **Staging:** v0.5.2 ✅ updated to commit c03f217 (35 commits ahead of prod)

2
projects/business/memory/state.json
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@ -83,7 +83,7 @@
"LOW": [],
"note": "All bugs resolved. BUG-099 (provisionedSessions memory leak) fixed in commit 5f776db. BUG-098 (request interceptor leak) fixed in 024fa00. BUG-095/097 fixed 6290c3e. BUG-096 false positive."
},
"sessionCount": 126
"sessionCount": 127
},
"blockers": [],
"startDate": "2026-02-14"