From 5b9a6699edaef3ed234416da9c6aba8caa6faeb2 Mon Sep 17 00:00:00 2001 From: Hoid Date: Wed, 4 Mar 2026 21:07:07 +0100 Subject: [PATCH] Remove wind-down nudging and tracking permanently --- AGENTS.md | 9 --- HEARTBEAT.md | 30 +------- memory/portfolio.json | 14 ++-- memory/real-portfolio.json | 107 ++++++++++++++++----------- memory/wind-down-log.json | 52 ------------- projects/business/memory/sessions.md | 12 +++ projects/business/memory/state.json | 2 +- 7 files changed, 83 insertions(+), 143 deletions(-) delete mode 100644 memory/wind-down-log.json diff --git a/AGENTS.md b/AGENTS.md index 03319c5..dc65bfc 100644 --- a/AGENTS.md +++ b/AGENTS.md @@ -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:** diff --git a/HEARTBEAT.md b/HEARTBEAT.md index 6e148fd..772de75 100644 --- a/HEARTBEAT.md +++ b/HEARTBEAT.md @@ -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) diff --git a/memory/portfolio.json b/memory/portfolio.json index 671f612..0775a0c 100644 --- a/memory/portfolio.json +++ b/memory/portfolio.json @@ -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" } \ No newline at end of file diff --git a/memory/real-portfolio.json b/memory/real-portfolio.json index 504b692..4ab8301 100644 --- a/memory/real-portfolio.json +++ b/memory/real-portfolio.json @@ -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." } + ] +} diff --git a/memory/wind-down-log.json b/memory/wind-down-log.json deleted file mode 100644 index 0eee0f6..0000000 --- a/memory/wind-down-log.json +++ /dev/null @@ -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." - } - ] -} \ No newline at end of file diff --git a/projects/business/memory/sessions.md b/projects/business/memory/sessions.md index b1bb5d9..b979ce2 100644 --- a/projects/business/memory/sessions.md +++ b/projects/business/memory/sessions.md @@ -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) diff --git a/projects/business/memory/state.json b/projects/business/memory/state.json index 9492647..fede1c3 100644 --- a/projects/business/memory/state.json +++ b/projects/business/memory/state.json @@ -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"