diff --git a/memory/real-portfolio.json b/memory/real-portfolio.json index 3651b8e..1db9061 100644 --- a/memory/real-portfolio.json +++ b/memory/real-portfolio.json @@ -26,9 +26,45 @@ } ], "totalInvested": 22200, - "lastAnalysis": "2026-03-12T18:00:00Z", + "lastAnalysis": "2026-03-13T13:00:00Z", "updateNote": "5:14 PM Vienna Thursday URGENT - Iran crisis **CONFIRMED ACTIVELY ESCALATING**: NYT (3 min ago) reports new supreme leader Mojtaba Khamenei vows to keep Strait of Hormuz BLOCKED + \"avenge blood of martyrs.\" Described as \"largest energy disruption since 1970s oil crises.\" Oil already hit US$126/barrel. PICK $57.31 (-2.5% today, **confirmed breakdown below $57 support**). RHM €1,638.50 (stable, fundamentals intact from earnings beat). DFNS €62.96 (holding). **THESIS CONFIRMED:** Hormuz closure = energy sector BREAKOUT month. But mining (PICK) is DEAD weight in risk-off rotation. **IMMEDIATE ACTION REQUIRED:** TRIM PICK NOW—sell 30-40% ($420-560, lock $50-75 losses), redeploy into ENERGY ETF (e.g., iShares Oil & Gas UCITS EXH1.DE or similar N26-accessible energy play). Energy will RUN on Hormuz crisis + geopolitical premium. RHM/DFNS thesis VALIDATED—hold and accumulate on dips. PICK thesis is INCOMPATIBLE with current market environment (risk-off commodities, energy premium). Act before energy ETF gap-up Monday opens.", "priceHistory": [ + { + "timestamp": "2026-03-13T13:00:00Z", + "RHM": 1638, + "PICK": 57.31, + "DFNS": 62.96, + "note": "1:00 PM Vienna Friday - HORMUZ CRISIS CASCADING. Oil $126+ confirmed, energy ETFs rallying, mining collapsing in risk-off rotation. RHM €1,638 stable (defense thesis validated). PICK $57.31 remains below support (dead weight). DFNS €62.96 holding. **CRITICAL ACTION REMAINS URGENT:** Trim PICK 30-40% ($360-560, lock small loss) and redeploy into energy ETF (EXH1.DE or N26-accessible equivalent) BEFORE MONDAY GAP-UP. This is the month energy breaks out on Hormuz supply shock. RHM/DFNS hold (fundamentals intact, geopolitical support). Energy is winning thesis; mining is losing." + }, + { + "timestamp": "2026-03-13T12:00:00Z", + "RHM": 1638, + "PICK": 57.31, + "DFNS": 62.96, + "EXH1": 33.63, + "note": "12:00 PM Vienna Friday - **HORMUZ CRISIS CONFIRMED ACTIVE CRITICAL:** Shipping effectively halted since war began, oil $126+/bbl with $200+ warnings from Iran. Iran's new supreme leader vows strait closure permanent. This is 1970s-scale energy shock. PICK $57.31 (mining dead weight in risk-off, recommendations from March 12 urgent still stand). RHM €1,638.50 stable (defense validated). DFNS €62.96 steady. EXH1.DE €33.63 (+2.22% Friday, 25%+ YTD on energy surge). **CRITICAL ACTION REMAINS: TRIM PICK 30-40% ($360-560, lock loss) and redeploy into EXH1.DE BEFORE MONDAY GAP-UP.** Energy is the winning thesis this month on supply disruption + geopolitical premium. RHM/DFNS hold (fundamentals intact, crisis support). Mining thesis incompatible with environment—redirect capital to energy immediately." + }, + { + "timestamp": "2026-03-13T11:08:00Z", + "RHM": 1550, + "PICK": 57.25, + "DFNS": 62.96, + "note": "11:08 AM Vienna Friday - **HORMUZ CRISIS ESCALATING CONFIRMED:** Iran's new supreme leader vows strait stays closed, three more ships struck March 12 (latest). Oil warned to $200+. PICK $57.25 (-2.60% intraday, -2.6% on breakdown below $57 support confirmed). RHM €1,550 stable (APIs unavailable but holding support). DFNS €62.96 last check. **THESIS CONFIRMED:** Hormuz = massive energy breakout month, mining is dead weight in risk-off rotation. Energy ETF (XLE) +21.6% YTD on oil surge. **IMMEDIATE ACTION REQUIRED:** TRIM PICK 30-40% ($420-560, lock small loss) and redeploy into energy ETF (iShares Oil & Gas UCITS EXH1.DE or N26-accessible equivalent) before Monday energy gap-up. RHM/DFNS fundamentals intact (RHM earnings beat, defense thesis validated). Energy is the winning thesis March 2026. Execute trim immediately." + }, + { + "timestamp": "2026-03-13T10:00:00Z", + "RHM": 1550, + "PICK": 57.25, + "DFNS": 62.96, + "note": "10:00 AM Vienna Friday - **EXECUTE TRIM PICK IMMEDIATELY.** RHM €1,550 stable (consolidating near support post-earnings, defense thesis intact on Iran/Hormuz escalation). PICK $57.25 (-2.6% today, -2.7% from Thursday close $58.78, continued breakdown below $57 support—mining thesis TERMINATED by risk-off rotation). DFNS €62.96 steady. **CRITICAL THESIS MISMATCH:** Hormuz closure = energy sector BREAKOUT month, mining = dead weight. IMMEDIATE ACTION: **TRIM PICK 30-40% ($420-560, lock small loss) and redeploy into energy ETF (EXH1.DE / iShares Oil & Gas UCITS)** before Monday energy gap-up. RHM/DFNS fundamentals validated—HOLD and monitor for dips. Mining window CLOSED; energy window WIDE OPEN. Finnhub API rate-limited on RHM.DE/DFNS.PA quotes; using web_search confirmed €1,550 from Investing.com Mar 12 data." + }, + { + "timestamp": "2026-03-13T09:00:00Z", + "RHM": 1638.50, + "PICK": 58.77, + "DFNS": 62.96, + "note": "9:00 AM Vienna Friday - **HORMUZ CRISIS CONFIRMED CRITICAL:** IEA reports 8-10 million bpd disrupted (largest oil disruption in history), Brent ~$120/bbl. RHM €1,638.50 stable (defense thesis VALIDATED by geopolitical escalation). PICK $58.77 recovered from $57.31 Thursday low (back above $58) BUT mining thesis BROKEN by risk-off rotation—dead weight while energy booms. DFNS €62.96 steady. **ACTION: TRIM PICK 30-40% ($360-480 at $58.77, lock small loss) and redeploy into energy ETF (EXH1.DE or N26-accessible oil/energy play) before Monday gap-up.** Defense/energy thesis intact; mining incompatible with current market. This is the energy breakout month on Hormuz supply shock." + }, { "timestamp": "2026-03-12T18:00:00Z", "RHM": 1638.50, diff --git a/projects/business/memory/sessions.md b/projects/business/memory/sessions.md index 71a9183..9718985 100644 --- a/projects/business/memory/sessions.md +++ b/projects/business/memory/sessions.md @@ -1,5 +1,75 @@ # Session Log +## Session 169 — 2026-03-13 13:00 UTC (Friday Afternoon) +- **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~15d uptime (701K+ seconds) +- **Staging:** v0.5.2 ✅ healthy (redeployed with new commit) +- **K8s cluster:** All 3 nodes Ready +- **Support:** Zero tickets +- **Completed:** + 1. **Puppeteer patch update 24.39.0 → 24.39.1** — Safe patch bump, all tests pass. Commit 97ad01b. + 2. **Improve recover.ts test coverage** — Added 2 tests in `recover-coverage.test.ts` covering sendVerificationEmail `.catch` error handlers (DB fallback path line 80, main path line 91). + - **recover.ts**: 66.66% → 100% functions, 96% → 100% lines + - Commit 97ad01b. All 724 tests pass. + 3. **Full infrastructure verification** — All endpoints healthy. All nodes Ready. DB connected (PostgreSQL 17.4). + 4. **OpenAPI spec audit** — Confirmed staging spec has 15 endpoints (3 more than prod: email-change, email-change/verify, usage/me). Will be included in next production deployment. +- **Coverage report (improved):** + - recover.ts: 66% → 100% functions, 96% → 100% lines + - Overall: ~92% stmts, ~83% funcs, ~92.5% lines +- **Total tests:** 724 (all passing, 0 errors), 71 test files +- **Open bugs:** ZERO 🎉 +- **CI runner:** Still absent +- **Investor test:** All 5 checks ✅ +- **Remaining low-coverage files:** index.ts (40% funcs — `start()` lifecycle), browser.ts (70% funcs — scheduleRestart internals) + +## Session 168 — 2026-03-13 11:00 UTC (Friday Midday) +- **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~15d uptime (701K+ seconds) +- **Staging:** v0.5.2 ✅ healthy +- **K8s cluster:** All 3 nodes Ready +- **Support:** Zero tickets +- **Completed:** + 1. **Test coverage improvement for browser.ts** — Spawned sub-agent to cover uncovered paths. Added 4 new tests in `browser-coverage.test.ts`: + - `scheduleRestart` triggered by low RESTART_AFTER_PDFS threshold + - HTTPS URL handling in renderUrlPdf SSRF interception (request.continue without rewrite) + - releasePage error path when recyclePage fails (creates new page via browser.newPage) + - releasePage error path with queued waiter when recyclePage fails + - **browser.ts**: 60% → 70% functions, 75.95% → 92.89% statements, 77.84% → 94.93% lines + - Commit bb3286b. All 722 tests pass. + 2. **Full infrastructure verification** — All 11 endpoints return 200 on production. All nodes Ready. DB connected (PostgreSQL 17.4). +- **Coverage report (improved):** + - Statements: 91.97% (was 89.65%) + - Branches: 88.76% (was 86.91%) + - Functions: 82.52% (was 80.09%) + - Lines: 92.48% (was 90.3%) +- **Total tests:** 722 (all passing, 0 errors), 70 test files +- **Open bugs:** ZERO 🎉 +- **CI runner:** Still absent +- **Investor test:** All 5 checks ✅ +- **Remaining low-coverage files:** index.ts (40% funcs — `start()` lifecycle), browser.ts (70% funcs — scheduleRestart internals) + +## Session 167 — 2026-03-13 07:00 UTC (Friday Morning) +- **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~15d uptime (680K+ seconds) +- **Staging:** v0.5.2 ✅ healthy +- **K8s cluster:** All 3 nodes Ready +- **Support:** Zero tickets +- **Completed:** + 1. **Test coverage improvement for usage.ts** — Spawned sub-agent to cover uncovered paths. Added 5 new tests in `usage-coverage.test.ts`: + - `getUsageForKey` (current month, unknown key, stale month) + - `flushDirtyEntries` retry exhaustion (3 failures → removed from dirty set) + - Threshold flush trigger (50+ dirty keys → auto-flush) + - **usage.ts**: 84.21% → 97.36% statements, 77.77% → 97.22% branches, 75% → 87.5% functions, 87.67% → 100% lines + 2. **404 handler dedicated tests** — 8 tests in `not-found-handler.test.ts` for API JSON 404 vs browser HTML 404 responses. Coverage for index.ts unchanged (uncovered code is `start()` lifecycle). + 3. **Full infrastructure verification** — All 11 endpoints return 200 on production. All nodes Ready. DB connected (PostgreSQL 17.4). +- **Coverage report (improved):** + - Statements: 89.65% (1196/1334) — was 88.9% + - Branches: 86.91% (611/703) — was 85.91% + - Functions: 80.09% (165/206) — was 79.61% + - Lines: 90.3% (1118/1238) — was 89.57% +- **Total tests:** 718 (all passing, 0 errors), 69 test files +- **Open bugs:** ZERO 🎉 +- **CI runner:** Still absent +- **Investor test:** All 5 checks ✅ +- **Remaining low-coverage files:** index.ts (40% funcs — `start()` lifecycle), browser.ts (60% funcs — complex Puppeteer mocking) + ## Session 166 — 2026-03-12 19:00 UTC (Thursday Evening) - **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~14d uptime (647K+ seconds) - **Staging:** v0.5.2 ✅ healthy diff --git a/projects/business/memory/state.json b/projects/business/memory/state.json index 8dfcd02..ccdeb2c 100644 --- a/projects/business/memory/state.json +++ b/projects/business/memory/state.json @@ -3,7 +3,7 @@ "phaseLabel": "Build Production-Grade Product", "status": "launch-ready", "product": "DocFast — HTML/Markdown to PDF API", - "currentPriority": "Production on v0.5.1. Staging v0.5.2 (79+ commits ahead). Express 5 + express-rate-limit 8 + vitest 4.1 complete. Coverage: 88.9% stmts, 79.61% funcs, 89.57% lines. npm audit 0 vulns, npm outdated 0. 705 tests passing (67 files). ZERO open bugs. ZERO tsc errors. CI runner still absent — needs restoration. Ready for production tag when investor approves.", + "currentPriority": "Production on v0.5.1. Staging v0.5.2 (85+ commits ahead). Coverage: ~92% stmts, ~83% funcs, ~92.5% lines. npm audit 0 vulns, npm outdated 0 (puppeteer bumped to 24.39.1). 724 tests passing (71 files). ZERO open bugs. ZERO tsc errors. CI runner still absent. Ready for production tag when investor approves.", "ownerDirectives_PRIORITY": "Process these IN ORDER. Do not skip. Remove items marked ✅ DONE/FIXED during housekeeping.", "ownerDirectives": [ "Stripe Product ID for DocFast: prod_TygeG8tQPtEAdE — webhook handler must filter by this product_id to ignore events from other projects on the same Stripe account." @@ -83,7 +83,7 @@ "LOW": [], "note": "All bugs resolved. BUG-105 fixed 4f6659c. BUG-104 fixed 503e651. BUG-103 (template validation bypass) fixed 47571c8. BUG-102 (sanitized options ignored) fixed ba2e542. BUG-101 (body limits) fixed c03f217. BUG-100 (flush poisoning) fixed d2f819d. BUG-099 (memory leak) fixed 5f776db. BUG-098 (interceptor leak) fixed 024fa00." }, - "sessionCount": 166, + "sessionCount": 169, "blockers": [], "startDate": "2026-02-14" } diff --git a/projects/snapapi/memory/sessions.md b/projects/snapapi/memory/sessions.md index e2effae..387cb70 100644 --- a/projects/snapapi/memory/sessions.md +++ b/projects/snapapi/memory/sessions.md @@ -1,5 +1,19 @@ # SnapAPI Session Log +## Session 93 — 2026-03-12 21:00 CET (Thursday Evening) + +**Goal:** Routine health check. + +**Status:** Production ✅ v0.5.2 (2 replicas), Staging ✅ v0.11.0 (494 tests). No changes. + +**Work Done:** None. 24th consecutive idle session. All blocked on external approvals. + +**Blockers (unchanged):** Production deploy approval (BUG-016 security hole live), Stripe webhook, CI/CD token, staging TLS. + +**Assessment:** Strongly recommend either approving prod deploy or suspending SnapAPI CEO sessions. 24 idle sessions = pure token burn. + +--- + ## Session 92 — 2026-03-12 15:00 CET (Thursday Afternoon) **Goal:** Routine health check.