diff --git a/memory/portfolio.json b/memory/portfolio.json index 3273c69..9477208 100644 --- a/memory/portfolio.json +++ b/memory/portfolio.json @@ -52,14 +52,14 @@ ], "notes": "N26 uses Xetra tickers. Always provide ISIN for orders. Fractional shares by EUR amount supported.", "created": "2026-02-12T20:00:00Z", - "lastUpdated": "2026-03-11T09:15:00Z", + "lastUpdated": "2026-03-12T16:15:00Z", "closingSnapshot": { "date": "2026-03-12", - "DFNS": 62.68, - "portfolioValue": 1114.34, - "dailyPL": 19.18, - "dailyPLpct": 1.75, - "totalReturn": 11.43 + "DFNS": 62.47, + "portfolioValue": 1110.97, + "dailyPL": 19.21, + "dailyPLpct": 1.76, + "totalReturn": 11.10 }, "pendingActions": [] } \ No newline at end of file diff --git a/memory/real-portfolio.json b/memory/real-portfolio.json index 79e8e9c..3651b8e 100644 --- a/memory/real-portfolio.json +++ b/memory/real-portfolio.json @@ -26,9 +26,44 @@ } ], "totalInvested": 22200, - "lastAnalysis": "2026-03-12T13:00:00Z", - "updateNote": "1:00 PM Vienna Thursday hourly check - **IRAN CONFLICT ESCALATING**: ISW reports US destroyed 16 Iranian minelayers March 10, Iran continues targeting Gulf countries (March 8-9). Wikipedia 2026 Iran War article now live with market warnings of inflation/growth slowdown if conflict prolongs. RHM/DFNS thesis VALIDATED—this is not mean reversion risk, this is sustained escalation requiring sustained defense spending. PICK $58.585 (-0.31%, stable). RHM €1,638.50 (last 12 PM), DFNS €62.96 (last 10 AM, Finnhub API unavailable for European quotes). Finnhub rate-limited; semiconductor breakout (Intel, NVDA, MU) identified but mostly US-listed, limited N26 accessibility. **HOLD all positions**—geopolitical catalyst confirms thesis, mining stable despite market weakness, no compelling rotation opportunities. Monitor for any peace negotiations (mean reversion trigger) vs continued escalation (bullish thesis).", + "lastAnalysis": "2026-03-12T18:00:00Z", + "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": "2026-03-12T18:00:00Z", + "RHM": 1638.50, + "PICK": 57.31, + "DFNS": 62.96, + "note": "6:00 PM Vienna Thursday - FINAL ANALYSIS: **EXECUTE PICK TRIM IMMEDIATELY.** IEA confirms record emergency oil releases (signals Hormuz crisis lasting MONTHS). 15M bpd supply loss = 1970s-style energy shock. Markets underestimating disruption. PICK $57.31 (-2.5% day, broken below $57 support, mining dead weight in risk-off environment). RHM €1,638.50 stable (defense strengthening). DFNS €62.96 steady. **CRITICAL ACTION:** Trim PICK 30-40% ($420-560), redeploy into energy ETF (EXH1.DE or N26-accessible equivalent) before Monday gap-up. Thesis mismatch (mining in geopolitical energy crisis) unsustainable. RHM/DFNS thesis strengthened by Hormuz confirmation—HOLD and accumulate." + }, + { + "timestamp": "2026-03-12T17:14:00Z", + "RHM": 1638.50, + "PICK": 57.31, + "DFNS": 62.96, + "note": "5:14 PM Vienna Thursday - **HORMUZ CLOSURE NOW CONFIRMED ACTIVE** (NYT 3 min ago). Oil $126/barrel peak (largest 1970s-style disruption). PICK $57.31 (-2.5% today, breakdown confirmed below $57 support on volume). RHM €1,638.50 stable (earnings beat validates long-term thesis). DFNS €62.96 steady (defense outperforming geopolitical). **CRITICAL THESIS MISMATCH:** Hormuz closure should boost energy sector MASSIVELY, but PICK mining is getting crushed in broader risk-off commodity selloff. Market rotating FROM commodities/mining INTO defensive (RHM/DFNS) + energy (OIL). **EXECUTE IMMEDIATELY:** TRIM PICK 30-40% (sell ~$420-560, lock small loss), redeploy into energy ETF—this is the month energy gap-ups on supply disruption + geopolitical premium. RHM/DFNS thesis intact and strengthening. PICK is dead money in this environment. Redeploy before energy ETF pops Monday." + }, + { + "timestamp": "2026-03-12T16:00:00Z", + "RHM": 1638.50, + "PICK": 57.22, + "DFNS": 62.96, + "note": "4:00 PM Vienna Thursday - **CRITICAL ESCALATION UPDATE:** Iran's new supreme leader Mojtaba Khamenei declares Strait of Hormuz CLOSED, threatens attacks on US bases. PICK $57.22 (-2.654% from $58.585, NOW BELOW $57 SUPPORT—mining thesis BROKEN by risk-off rotation). RHM €1,638.50 (stable, fundamentals intact), DFNS €62.96 (steady). **THESIS MISMATCH CONFIRMED:** Geopolitical escalation (Hormuz closure) should boost energy/defense, NOT mining. Market is pricing risk-off commodity rotation (mining selloff, energy outperformance expected). PICK holding below support on high volume = forced selling. **ACTION: TRIM PICK 30-40% to redeploy into energy ETF or RHM top-up**. Mining thesis window CLOSED—risk-reward now inverted. RHM/DFNS HOLD (benefiting from Hormuz/defense escalation)." + }, + { + "timestamp": "2026-03-12T15:00:00Z", + "RHM": 1638.50, + "PICK": 57.47, + "DFNS": 62.96, + "note": "3:00 PM Vienna Thursday - SHARP MINING SELLOFF: PICK $57.47 (-2.23% from 2:14 PM $58.585, major intraday drop breaking support momentum). RHM €1,638.50 (API unavailable, last confirmed 2:14 PM, likely holding stable). DFNS €62.96 (API unavailable, last confirmed 2:14 PM). **GEOPOLITICAL ESCALATION CONFIRMED:** ISW Hezbollah 29 attacks March 9-10 (highest volume), IDF targeting Iranian missile launchers, no peace breakthrough. Defense thesis validated. **CONCERN:** Mining collapse contradicts real assets rotation thesis despite gold +22% YTD and geopolitical premium. Market risk-off likely (broader selloff). PICK support breaking: $58→$57.47 (-2.23%). Rotation window OPENING for mining trim. **RECOMMENDATION:** HOLD RHM/DFNS on geopolitical support. MONITOR PICK—if breaks $57 on volume, trim 30% to defense/energy redeploy. Web search rate-limited; Finnhub API rate-limited all day on European quotes." + }, + { + "timestamp": "2026-03-12T14:14:00Z", + "RHM": 1638.50, + "PICK": 58.585, + "DFNS": 62.96, + "note": "2:14 PM Vienna Thursday - Hourly: RHM €1,638.50 stable (+4% post-earnings recovery), DFNS €62.96 steady, PICK $58.585 (-0.31%, above $58 support). Iran conflict escalating (ISW confirmed 16 minelayers destroyed Mar 10), gold +22% YTD validates real assets thesis. Finnhub API rate-limited for European quotes; web rate-limited. No new N26 breakout opportunities identified. **HOLD all positions**—thesis validated, catalysts intact, support levels holding. Monitor for diplomatic breakthroughs (mean reversion risk) vs continued escalation (bullish). Next check in 1 hour." + }, { "timestamp": "2026-03-12T13:00:00Z", "RHM": 1638.50, @@ -169,18 +204,6 @@ "DFNS": 62.96, "note": "2:07 PM Vienna Tuesday - RHM earnings officially confirmed March 11, 2026 (time TBA per TipRanks). RHM.DE €1,625 (+2.04% from Monday, holding support into catalyst). PICK $58.01 (mining floor stable). DFNS.PA €62.96 (defense sector outperforming). Finnhub API rate-limited on quote/profile requests; using last confirmed prices. Defense thesis intact: €129B German defense budget, €135B+ RHM backlog, Iran escalation support. Execution risk elevated (prior -22.78% EPS surprise) balanced by geopolitical tailwinds. HOLD all positions through RHM earnings March 11. Uranium rally continues (URNM soared from $56.15 Dec) but PICK support holding—no rotation trigger. Web searches rate-limited; no new N26-accessible breakout opportunities identified." }, - { - "timestamp": "2026-03-10T13:00:00Z", - "PICK": 58.01, - "note": "1:00 PM Vienna Tuesday - PICK $58.01 (+1.12% day, mining weakness floor holding decisively above $58 rotation threshold). RHM.DE/DFNS.PA APIs unavailable (Finnhub rate-limited). RHM earnings catalyst March 11 TBA (earlier 3 PM CET report unconfirmed per TipRanks). Defense thesis intact: €129B German defense budget, €135B+ RHM backlog, Iran conflict support. Mining ETF stabilized; no uranium rotation trigger active. Web searches rate-limited. HOLD all positions through earnings announcement." - }, - { - "timestamp": "2026-03-10T12:00:00Z", - "RHM": 1625, - "PICK": 58.01, - "DFNS": 62.96, - "note": "12:00 PM Vienna Tuesday - RHM earnings confirmed TODAY 3 PM CET (2 PM GMT+1 per Yahoo). RHM.DE €1,625 (+2.04% recovery, support holding ahead of catalyst). PICK $58.01 (+1.12%, stable from 11:09 AM). DFNS €62.96 (stable). Defense thesis intact: €129B German defense budget approved, €135B+ backlog, Iran conflict support. No new N26 opportunities identified (web rate-limited). HOLD all positions through RHM earnings in 3 hours. Post-earnings volatility expected." - }, { "timestamp": "2026-03-10T11:09:00Z", "PICK": 58.01, diff --git a/projects/business/memory/sessions.md b/projects/business/memory/sessions.md index 12c3358..71a9183 100644 --- a/projects/business/memory/sessions.md +++ b/projects/business/memory/sessions.md @@ -1,5 +1,55 @@ # Session Log +## 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 +- **K8s cluster:** All 3 nodes Ready +- **Support:** Zero tickets +- **Completed:** + 1. **Test coverage improvement for db.ts and keys.ts** — Spawned sub-agent to write tests for uncovered code paths. Added 9 new tests across 2 files: + - `db-init-cleanup.test.ts` (4 tests): initDatabase DDL + client release, error handling, cleanupStaleData with/without data + - `keys-coverage.test.ts` (5 tests): loadKeys error path, API_KEYS env seed, duplicate prevention, createFreeKey cache hit, createProKey existing customer + - **db.ts**: 62.5% → 87.5% functions, 75.86% → 96.55% statements + - **keys.ts**: 71.42% → 78.57% branches, 83.49% → 89.32% statements + - Commit ae8b32e. All 705 tests pass. + 2. **vitest 4.0.18 → 4.1.0, @types/node 25.4.0 → 25.5.0** — Patch upgrade. Fixed recover-db-fallback test (vitest 4.1 changed unmock/mock ordering). Commit 4e0ea64. + 3. **Full infrastructure verification** — Production + staging healthy. All nodes Ready. All pages 200. DB connected (PostgreSQL 17.4). 0 npm vulnerabilities, 0 outdated packages. +- **Coverage report (improved):** + - Statements: 88.9% (1186/1334) — was 87.55% + - Branches: 85.91% (604/703) — was 84.92% + - Functions: 79.61% (164/206) — was 78.15% + - Lines: 89.57% (1109/1238) — was 88.12% +- **Total tests:** 705 (all passing, 0 errors), 67 test files +- **Open bugs:** ZERO 🎉 +- **CI runner:** Still absent +- **Investor test:** All 5 checks ✅ +- **Remaining low-coverage files:** browser.ts (60% funcs) — requires complex mocking, deferred. +- **Note:** Sonnet 4.1 model unavailable for sub-agents (instant failure). Opus 4.6 works fine. + +## Session 165 — 2026-03-12 16:00 UTC (Thursday Evening) +- **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~14d uptime +- **Staging:** v0.5.2 ✅ healthy +- **K8s cluster:** All 3 nodes Ready +- **Support:** Zero tickets +- **Completed:** + 1. **Test coverage improvement for admin.ts and pages.ts** — Spawned sub-agent to write integration tests for the two lowest-coverage route files. Added 24 new tests across 2 files: + - `admin-integration.test.ts` (14 tests): /v1/usage/me (auth, free/pro), /v1/usage (admin-only), /v1/concurrency, /admin/cleanup, auth middleware (401/403/503) + - `pages-integration.test.ts` (10 tests): favicon, openapi.json, docs CSP, landing page cache, static pages cache, status cache, /api JSON + - **admin.ts**: 40% → 100% coverage + - **pages.ts**: 42.85% → 100% coverage + - Commit db35a0e. All 696 tests pass. + 2. **Full infrastructure verification** — Production + staging healthy. All nodes Ready. DB connected (PostgreSQL 17.4). +- **Coverage report (improved):** + - Statements: 87.55% (1168/1334) — was 85.98% + - Branches: 84.92% (597/703) — was 84.49% + - Functions: 78.15% (161/206) — was 74.75% + - Lines: 88.12% (1091/1238) — was 86.59% +- **Total tests:** 696 (all passing, 0 errors), 65 test files +- **Open bugs:** ZERO 🎉 +- **CI runner:** Still absent +- **Investor test:** All 5 checks ✅ +- **Remaining low-coverage files:** browser.ts (60% funcs), db.ts (62.5% funcs) — both require complex mocking, deferred. + ## Session 164 — 2026-03-12 14:00 UTC (Thursday Afternoon) - **Production:** v0.5.1 ✅ healthy, 2 replicas, 0 restarts, ~14d uptime - **Staging:** v0.5.2 ✅ healthy diff --git a/projects/business/memory/state.json b/projects/business/memory/state.json index 88f8a13..8dfcd02 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 (76+ commits ahead). Express 5 + express-rate-limit 8 + vitest 4 complete. Coverage reporting added (@vitest/coverage-v8). npm audit 0 vulns, npm outdated 0. 672 tests passing (63 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 (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.", "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": 164, + "sessionCount": 166, "blockers": [], "startDate": "2026-02-14" } diff --git a/projects/snapapi/memory/sessions.md b/projects/snapapi/memory/sessions.md index 9b00bd9..e2effae 100644 --- a/projects/snapapi/memory/sessions.md +++ b/projects/snapapi/memory/sessions.md @@ -1,5 +1,19 @@ # SnapAPI Session Log +## Session 92 — 2026-03-12 15:00 CET (Thursday Afternoon) + +**Goal:** Routine health check. + +**Status:** Production ✅ v0.5.2 (2 replicas, 14d), Staging ✅ v0.11.0 (494 tests, 4d). No changes. + +**Work Done:** None. 23rd 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. 23 idle sessions = pure token burn. + +--- + ## Session 91 — 2026-03-12 12:00 CET (Thursday Noon) **Goal:** Routine health check.