What we're building.

Every task by phase. What's done, what's active, what's planned — with the messy backlog included. Updated each session. The transparency is the product. Built by a non-coder directing Claude Code, session by session.

versione 1.49 — giugno 2026 · last updated June 19, 2026

completed: 348
remaining: 57
total tasks: 405
progress: 86%

Phase 0

Foundations

10/10

complete

Without this, nothing works. · Week 1

✓

Choose name → BagHolderAI

3 hours. Discovered a shitcoin stole our name first.

max
✓

Register domain bagholderai.lol

$1.54 on Porkbun. GoDaddy wanted $53 for renewal.

max
✓

Binance account + KYC

max
✓

API keys (read + trade, NO withdraw)

Defense in depth. Even if I go rogue, your money stays.

max
✓

Telegram bot

max
✓

Python environment + dependencies

ai
✓

GitHub repository

both
✓

Supabase database (7 tables)

ai
✓

Agent personality & tone defined

90 minutes. Max said 'molto quick'.

both
✓

Dedicated email (proton.me)

max

Phase 1

Grid Bot + Paper Trading

15/15

complete

The heart of the system. Closed Session 20, April 5 2026. · Weeks 2-3

✓

Grid Bot engine (paper trading)

5/5 tests passed. Fought Python versions for an hour.

ai
✓

Logging trades to Supabase

Session 07. The filo was already there.

ai
✓

Telegram notifications (trade alerts + daily report)

Session 07. First message: 🚀 BagHolderAI started.

ai
✓

Admin dashboard (private, for Max)

Session 17. Password-gated, mobile-responsive.

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✓

Public dashboard v1

Session 14. Dashboard is now the homepage.

ai
✓

Landing page with diary updates

both
✓

First diary post on dashboard

Session 14. CEO's Log with Haiku commentary.

both
✓

Test 2-3 different tokens (BTC, SOL, BONK)

Session 09. Three grids running in parallel.

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✓

Multi-token support (--symbol parameter)

Session 09. Dynamic config per asset.

ai
✓

Public dashboard: CEO's Log + Numbers + Under the Hood

Session 14. Static HTML + Supabase REST.

ai
✓

Admin dashboard with parameter editing

Session 17. SHA-256 auth, live config updates.

ai
✓

Percentage grid: buy_pct / sell_pct in bot_config

Session 18. BTC 1.8/1.0, SOL 1.5/1.0, BONK 1.0/1.0.

ai
✓

Bot reads config from Supabase (refresh every 5 min)

Session 18. No more code changes to tweak parameters.

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✓

Admin dashboard: buy_pct / sell_pct / grid_mode fields

Session 19. Confirmed working.

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✓

Activate grid_mode=percentage and beta test

Session 20. Activated with a side of phantom money.

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Phase 2

Trend Follower

12/13

● active

Three-layer architecture: Trend Follower (brain) → Runner (manager) → Grid Bot (executor). Designed in Session 31, spec v1 closed. · Weeks 3-4

✓

EMA, RSI, Volume indicators

Session 31. EMA 20/50 + RSI 14 + ATR 14 on 4h candles. Spec v1.

ai
✓

Trend Follower ↔ Grid Bot interaction

Session 31. TF writes to bot_config, grid reads. Bullish/bearish/sideways grid profiles defined.

ai
✓

Human cooldown override on bot_config (architecture)

Session 31. 48h per-coin veto. managed_by + manual_override_until columns live.

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✓

Runner/Orchestrator process manager

Session 35b. One process manages 3 grid bots + TF, graceful shutdown, crash-restart with retry cap.

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✓

Supabase schema: trend_config, coin_tiers, trend_decisions_log

Session 31. Phase A complete.

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✓

Coin tier system (T1/T2/T3 allocation limits)

Session 31. BTC/ETH 40%, top 20 20%, rest 10%. Session 36c will loosen caps in favor of tf_budget split.

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✓

Scanner: top 50 coins by volume + signal classifier

Session 31 + 35 (tiered scanning A/B/C).

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Allocator: select top N, respect tiers, write bot_config

Session 36a. Now uses tf_max_coins (default 2) instead of fixed 5. MANUAL_WHITELIST protects BTC/SOL/BONK.

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✓

Dashboard: Trend Follower status

Session 36b. /tf control room — budget, deployed, decisions log, TF-only view.

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✓

Parameter calibration from data

Brief 36c: ATR-based buy_pct/sell_pct + full tf_budget deployment. Extended in 36e (rotation + ATR clamps) and 36g (compound via floating cash).

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✓

TF reactivation Tier 1-2 only (brief 79b)

2026-05-18 commit 2abd72e. After TF was switched off on 2026-05-13 following a real-money loss on a Tier-3 coin, reactivated with Tier 3 excluded. No-code change: DB UPDATE trend_config SET tf_tier3_weight = 0 (was 25). Allocator already robust to weight_sum<=0 (falls back to 100% on remaining tiers). 7 processes live on Mac Mini, first scan post-restart returned regime=fear, 50 coins scanned, 2 BULLISH, 0 allocations (distance filter 12% + RSI 75 blocking entries — expected behavior in fear regime).

ai
✓

First TF→Grid handoff live: ETH allocated by the Trend Follower, grid-traded as a 4th instance (managed_by='tf_grid')

S106/S108 (2026-06-15/18). After the grid_mode fix (f02bfb0) + the allocator cycle-tag fix (8afa1b5), the TF promoted ETH/USDT into a grid-managed position on testnet_2 — the first time a TF-selected coin runs on the grid engine. Visible on /dashboard + the homepage scene board. Grid core stays BTC/SOL/BONK ($500); ETH runs on the TF $100 fund.

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Auto-clean policy for trend_decisions_log (90 days)

ai

Phase 3

AI Sentinel + Sherpa

13/14

● active

Two brains, now running LIVE on testnet. Sentinel scores risk + opportunity from price + funding signals (fast loop, 60s) and detects the macro regime from Fear & Greed + CMC dominance (slow loop, 4h). Sherpa turns Sentinel's regime reads into per-coin Grid parameters and writes them to live config on testnet (SHERPA_MODE=live since S102b, 2026-06-11): first the 3 strategy params (buy / sell / idle re-entry), then the 4 protective params (stop-buy drawdown + unlock, dead-zone, min-profit) on a regime × volatility-tier table with a 24h anti-flapping debounce (S103a, 2026-06-12). Sentinel Sprint 2 APPROVED (Brain Analysis #1, S80a); Sherpa reworked per-coin volatility-aware (Sprint 2, S81), coherence-audited (S102). Next: keep observing on testnet → Board approval → mainnet. Go-live depends on observed market conditions (bear + bull + lateral), not a calendar date (Board decision S82, 2026-05-23). · Weeks 4-5

✓

Sentinel Sprint 1: fast loop (BTC price + funding)

Session 56 (2026-05-06). score_engine.py + price_monitor.py running every 60s, writes sentinel_scores. Risk + Opportunity + speed_of_fall heuristics.

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✓

Sherpa Sprint 1: rule-based proposals on Grid

Session 56 (2026-05-06). Loop every 120s reads Sentinel scores + writes sherpa_proposals. SHERPA_MODE=dry_run never touches bot_config.

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✓

Sentinel ricalibrazione (brief 70b)

Brief 70b shipped 2026-05-10 (S70). Ladder granulare drop/pump/funding (-0.5/-1/-2 with 5-20 increments); sof_accelerating floor -0.5%; Telegram silent flags (SENTINEL_TELEGRAM_ENABLED / SHERPA_TELEGRAM_ENABLED default false). Diagnosis on 2,827 historical records: BTC range ±1% (never -3%), funding ±0.00007. Sentinel had been writing risk=20 sempre, opp=20 morta.

ai
✓

DRY_RUN restart with Sentinel + Sherpa active (S70)

Orchestrator restart 2026-05-10 09:51 UTC. PID 2626 + 3 grid_runner + sentinel + sherpa. TF stays off. First sherpa proposal at 09:51:50 UTC.

ai
✓

Sentinel Sprint 1 audit empirico (brief 77a)

Session 77 (2026-05-14). 6,081 fast scans on ~4.5 days of post-70b data. All 3 known bugs PASS: SoF firing rate 2.32% (criterion <10%, was ~30% pre-fix); risk_score 5 distinct values (was binary 20/40); opportunity_score 3 distinct values (was stuck at 20). 2 structural findings parked: SoF stays mono-lateral by design (crypto capitulations are asymmetric), funding signal accepted dead on testnet (thresholds calibrated for mainnet 0.01–0.03%, testnet sits ~10× below). Zero code changes, zero restart. Report: report_for_CEO/2026-05-14_s77_sentinel_sprint1_audit_report_for_ceo.md.

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✓

Sentinel Sprint 2: slow loop (Fear & Greed + CMC dominance + regime detection)

Session 77 (2026-05-14). Brief 77b SHIPPED in modular pattern (5 new files + 2 surgical edits, no monolith). Slow loop runs every 4h: fetches F&G (free) + CMC global metrics (paid, CMC_API_KEY in config/.env) → determines one of 5 regime buckets (extreme_fear / fear / neutral / greed / extreme_greed) → writes sentinel_scores row with score_type='slow'. Sherpa now reads regime dynamically via regime_reader instead of hardcoded 'neutral'. Test suite 37→85 (+48 new). CMC data logged but not yet used in regime calc (reserved for Sprint 2.5). Mapping inverted from brief: extreme_fear = opp=80/risk=20 (panic = buy zone). Mac Mini restart pending Max revision. Mac Mini restarted at 21:46 CET on b2ae5f7+a62e5d5 (commit pushed, first slow tick observed 2s after start: regime=fear/fng=34/cmc=ok). Sherpa observed switching from neutral to fear in next cycle. Report: report_for_CEO/2026-05-14_s77_sentinel_sprint2_slow_loop_report_for_ceo.md.

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✓

Sentinel Sprint 2 observation window 1 (5-7 days)

Completed 2026-05-22. 32 slow records, zero gaps > 6h. Natural window closed, Brain Analysis triggered.

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✓

Brain Analysis #1 — Sentinel + Sherpa evaluation

S80a, 2026-05-22. Sentinel: APPROVED (Sprint 2 targets met). Sherpa: NO-GO step 4 (not coin-aware — 319 identical proposals across BTC/SOL/BONK, amplitude too conservative for altcoins). → triggered Sherpa Sprint 2 rework.

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✓

Sherpa Sprint 2 rework: per-coin volatility scaling (BTC anchor 1.0, SOL 1.6×, BONK 2.1×) + slow-loop gate + amplitude cap 30%

S81, brief 81a. Proposals now differ per coin and change at most every 4h (regime slow cadence), not every 2 minutes. Commits 3ba1132 + 51204cf.

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✓

Sherpa Sprint 2 observation window (7-10 days)

Closed. Brain Analysis #2 (S91) cleared the per-coin rework; a multi-agent coherence audit (S102) confirmed Sherpa is coin-agnostic across all 5 regimes. Gate passed → SHERPA_MODE=live.

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✓

Sherpa LIVE on testnet (3 strategy params)

S102b, 2026-06-11. Board flipped all three (buy / sell / idle) LIVE at once rather than one-at-a-time: the ±30% per-tick cap already makes every transition gradual, so per-parameter staging added no safety. Restart 21:42 CET. Writes bot_config + audit in config_changes_log; ~18 heartbeat rows/day keep the dashboard lamp alive.

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✓

Sherpa LIVE: the 4 protective params (regime × volatility-tier + 24h debounce)

S103a, 2026-06-12. stop-buy drawdown + unlock, dead-zone, min-profit move from Board-only/static to Sherpa-managed on a discrete table (no amplitude cap on integers). A 24h debounce holds a new (regime, tier) before writing, so a coin hugging a boundary doesn't rewrite its safety params on noise. Restart 13:46 CET; takeover verified at the DB.

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Auto-generated daily diary

ai
✓

Dashboard: risk score + diary page (public)

S103b (2026-06-12). Public /dashboard §2 now shows the brains live in a pipeline: Sentinel Fear&Greed gauge + risk/opportunity scores, NewsKeeper barometer + headlines, Sherpa regime badge + per-coin params — all from Supabase, polled every 5 min. Diary page live since earlier. Admin charts stay on /admin.

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Phase 4

Dashboard + Monetization

26/27

● active

The dashboard is the product. The guides are the revenue. · Weeks 5-6

✓

Professional UI design

Sessions 1-8 web_astro (Apr 30 → May 4, 2026). Full site rebuilt in Astro with editorial-tech design system (deep blue + sky), Inter + JetBrains Mono, mobile-first, single STYLEGUIDE.md (696 lines) as source of truth. 9/9 pages live on bagholderai.lol.

both
✓

Dashboard rewrite: Astro + React islands + Supabase polling

Initially scoped as full React rewrite. Re-architected as Astro static + React islands (`@astrojs/react` integration) — interactivity only where needed (e.g. /howwework org chart with `client:visible`), 95% of pages stay static for fast loads. Realtime websockets dropped: REST + polling proved sufficient for current scale. Future: server-side FIFO refactor when trade volume crosses ~3000/bot.

ai
✓

Deploy on Vercel + custom domain

both
✓

English localization

Site fully in English from the start.

ai
✓

China accessibility (no blocked services)

Session 08. Max's friend in China confirmed.

both
✓

Crypto-native ads (A-Ads live, upgrade later)

Register first, customers second.

max
✓

Donation button

Session 27. Buy Me a Coffee active at buymeacoffee.com/bagholderai.

ai
✓

Telegram bot (reports only, never signals)

MiFID II compliance. Transparency, not advice.

both
✓

Volume 1 (Fase 0+1): outline, packaging, cover art

Session 26. Content-complete. Cover art designed with CEO, PDF assembled.

both
✓

Setup payment platform

Session 34. LemonSqueezy rejected (crypto risk flag). Migrated to Payhip — live in 20 minutes.

max
✓

Landing page /library on bagholderai.lol

Session 30. Cover, description, preview PDF download. Session 34: Payhip checkout live, button active. Session 7 (web_astro): renamed /guide → /library.

ai
✓

Italian preface (Max writes, AI translates)

Session 25. Max wrote IT, CEO translated EN.

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✓

Blueprint translation (IT→EN)

Session 25. Faithful translation, historical document.

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✓

CEO Introduction for Volume 1

Session 25.

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✓

Dedication page

Session 25. Four hands.

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✓

Glossary (Appendix D)

Session 25. 37 terms, organized by topic.

ai
✓

Screenshot placement map

Session 25. 9 screenshots mapped to sessions.

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✓

Book title decided

Session 26. Picked together with the CEO.

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Cover art designed

Session 26. Designed together with the CEO.

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Volume 1 content-complete

Session 26. All chapters, appendices, glossary, intros — locked.

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Final assembly into PDF

Session 26. Almost there — last typographic passes pending.

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◐

Editorial plan X: first 5-10 posts from diary

9 posts published, schema defined. Ongoing.

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✓

Publish Volume 1

Session 34. Live on Payhip at €4.99.

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Publish Volume 2

From Grid to Brain. 29 sessions. Live on Payhip at €4.99.

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Publish Volume 3

From Brain to Eyes (Sessions 53-82). Launched 2026-05-27, S87, live on Payhip at €4.99. Three volumes now in the catalog; /buy redirects to the store instead of a single volume.

both
✓

Homepage redesign: Watchtower + Sherpa team cards with live stats (S82)

S82, 2026-05-23. Sentinel→Watchtower card (Sentinel + NewsKeeper duo, first public cameo of the 5th brain, dimmed/locked), Sherpa→parameter-tuner card. 3 stat rows wired live from Supabase (regime, active bots, stop-buy). Blog section moved under the hero, Diary swapped below the bots.

ai
✓

Homepage status badge (dynamic) + admin regime overlay (S86)

S86, 2026-05-26. New project_status Supabase table (1 row, RLS, editable via plain SQL — zero deploy to change the public message). Admin charts gained fear/greed regime background bands.

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Phase 5

Extended Paper Trading

0/7

planned

Minimum 4 weeks. No live trading without this phase. · Weeks 6-10

Performance analysis (min 4 weeks)

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Auto-generated rules (first generation)

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Optimize Grid + Trend Follower parameters

both
Fix bugs and edge cases

ai
Strategy B: active at launch? Data-driven decision

max
Weekly learning reports

ai
Stress test with allocation >$500 in paper mode

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Phase 6

Go Live

0/6

planned

Only after the full Sentinel-first sequence is complete: Grid stable on testnet ✓, Sentinel Sprint 1 audit PASS ✓, Sentinel Sprint 2 built + APPROVED ✓, Sherpa reworked per-coin (Sprint 2) + second Brain Analysis, then Sherpa LIVE on testnet one parameter at a time (sell_pct, then buy_pct). Mainnet starts with €100. Go-live depends on observed market conditions (bear + bull + lateral), not a calendar date (Board decision S82, 2026-05-23 — supersedes the earlier late-June/July target). · No fixed date — market-condition gated

GO/NO-GO decision based on data

max
Deposit initial capital (€100-200, NOT €500)

max
Switch from paper to live (config flag)

ai
Intensive monitoring (first week)

max
VPS migration for stability

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Gradual scale: €200 → €350 → €500

max

Phase 7

Marketing & Growth

6/13

● active

We don't promote. We document. The audience finds us. · Parallel from Phase 1

✓

First posts on X (@BagHolderAI)

Session 08. Thread pinned. One post per day.

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✓

Dev.to channel launched + cross-posts (S80)

Account opened 2026-05-20. 3 blog posts cross-posted with canonical URL to bagholderai.lol (no SEO duplicate penalty). Engagement-first strategy: comments and replies before content. Slow start — fresh account, audience to build.

ai
✓

Homepage funnel fix + UTM tracking system (S80)

Brief 80b, commit b8bdc12. Home CTAs reworked (blog primary), every outbound link signed with UTM (x_poster + telegram signatures), TF live narrative replaced the old placeholder on home + dashboard.

ai
✓

SEO audit fix: titles + meta + JSON-LD + sitemap lastmod (S84)

Brief s84, commit c89c8cc. Title/description rewrite on 8 public pages, WebSite + Article JSON-LD, sitemap lastmod. Response to GSC baseline (256 impressions / 0 clicks / position 10.7).

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✓

RSS feed for Dev.to Feed Import + generic readers (S85)

Commit 8c9c2fc + 18eaa24. /rss.xml with full body via content:encoded. Enables auto-import of new posts to Dev.to as drafts with canonical URL.

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✓

Full Umami event coverage + RSS tracking pixel (S87)

S87. 22 Payhip links tagged with data-umami-event (source property for funnel analysis) + a 1×1 Umami pixel embedded in the RSS content to track Dev.to article opens.

ai
Contact AI community influencers

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◐

Reddit engagement (r/ClaudeAI — engagement-first)

Decision S85: r/ClaudeAI is the closest community to our audience (founders/architects using AI on technical projects). Account Cart0neM, first comment posted in a 643-upvote thread. Sequence: introduce → engage → earn credibility → mention the book. Earlier r/algotrading + r/cryptocurrency target dropped — wrong audience.

both
Dashboard demo thread on X

both
Guide: 'How I built an AI trading agent'

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◐

Development diary as sellable content

Volume 1 (Fase 0+1) live on Payhip since Session 34 at €4.99. Volume 2 (From Grid to Brain) live on Payhip at €4.99. Ongoing output → ongoing sellable content.

both
MiFID II verification for future copy-trading

max
Free guide for influencer outreach

both

Phase 8

Backlog — Polish & Improvements

241/244

● active

Everything we built beyond the blueprint — fixes, improvements, and features discovered in the field. Published alongside v1.1 to show what building really looks like. · Ongoing

Phase 1 — Grid Bot & Paper Trading (CLOSED) 84/84

✓

Fix accounting: avg_buy_price, grid reset, daily P&L

Session 09. 5 bugs found, 5 bugs fixed.

ai
✓

Per-asset Telegram reports (symbol + config filter)

Session 10. Each bot reports its own trades.

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✓

Wide grids + buy cooldown + min profit target

Session 10. Philosophy: holder, not scalper.

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✓

Available capital in grid reset logic

Session 10. Prevents overspending.

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✓

Data versioning (config_version v1/v2/v3)

Session 10+13. v3 reset: clean slate, no inherited positions.

ai
✓

Supabase connector for direct CEO data access

Session 11. The CEO finally has eyes.

max
✓

Consolidated portfolio report (total value vs initial capital)

Session 12. Fixed P&L: was +$270 (wrong), now -$10.63 (correct).

ai
✓

Daily snapshot saved to daily_pnl table

Session 12. Dashboard-ready with JSONB positions.

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✓

Private daily report redesign (per-asset cards)

Session 12. Full portfolio + technical cards.

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✓

Public daily report for Telegram channel

Session 12. Zero jargon, readable by anyone.

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✓

Rename 'Cost' to 'Revenue' on sell notifications

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✓

daily_commentary table for AI CEO voice

Session 13. Haiku writes the CEO's daily log.

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✓

config_changes_log table for parameter tracking

Session 13. Feeds Max's changes into the AI narrative.

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✓

Fix restore_state_from_db: config_version filter

Session 13. v1/v2 cross-contamination fixed.

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✓

Fix public Telegram report (.env config)

Session 13. Silent failure — env vars missing on Mac Mini.

max
✓

Dashboard becomes homepage, /diary for construction log

Session 14. Visitors see data first.

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✓

Nav bar on all site pages

Session 14.

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✓

Haiku commentary call at 21:00

Session 14. First output: 'a shopping spree.'

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✓

RLS policies for public dashboard reads

Session 14+17. anon SELECT on all public tables.

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✓

Blueprint page on site (/blueprint)

Session 15.

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✓

BONK micro-price formatting ($0.00 fix)

Session 15. fmtPrice() for micro-prices like BONK.

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✓

Anti-duplicate trade trigger (5s window)

Session 15. DB-level race condition prevention.

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✓

Anti-short-sell trigger (DB-level)

Session 15. Blocks sells when holdings insufficient.

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✓

Holdings/cash verification on every trade notification

Session 15.

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✓

Environment alignment (MacBook Air + Mac Mini)

Session 15. Same env vars, config, Python version.

max
✓

REPORT_HOUR 21→20 (more time to react)

Session 15.

max
✓

Received breakdown in terminal (cost basis + profit)

Session 15.

ai
✓

Fix symbol filter bug in daily report

Session 16.

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✓

Diary entries migration from JSON to Supabase

Session 16. diary.html reads from Supabase REST API.

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✓

No-funds buy guard (block trade + Telegram alert)

Session 16.

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✓

No-holdings sell guard (block trade + Telegram alert)

Session 16.

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✓

Haiku Day 3 stale data fix

Session 16. test_commentary.py was using cached data.

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✓

Telegram footer v2→v3

Session 16.

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✓

Grid parameter evaluation post cash-zero

Session 17. Data-driven recalibration.

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✓

BONK $0.00 fix in terminal logs

Session 18. Dynamic decimal formatting.

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✓

Capital redistribution: BTC $200 / SOL $150 / BONK $150

Session 18. Up from $100/$50/$30 with $320 idle.

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✓

Telegram silent failure logging (warnings)

Session 19. All 8 sync methods now wrapped.

ai
✓

Fallback colors for new asset symbols on dashboard

Session 19. Already implemented, confirmed.

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✓

"Last shot" buy (use remaining cash below capital_per_trade)

Session 19. If cash > $5 but < standard buy, spend it all.

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✓

Binance API retry with exponential backoff

Session 19. 3 retries (2s/4s/8s) before propagating error.

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✓

Proactive Telegram alerts (capital exhausted + loop errors)

Session 19. Max's idea. Bot now tells you when it's sick.

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✓

Fix sell_pct in percentage mode (lot price vs avg)

Session 20. Was selling in loss thinking it was profit.

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✓

Config change notification filtered by symbol (9→3)

Session 20. Each bot notifies only its own coin.

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✓

Config change shows old → new parameter values

Session 20.

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✓

Anti-duplicate daily report guard

Session 20. Flag set at entry, not exit.

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✓

Trade P&L per single sell in Telegram notifications

Session 20. Individual + portfolio P&L.

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✓

KeyboardInterrupt during error sleep sends stop message

Session 20.

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✓

Skip first buy on mode switch if holdings exist

Session 20. No phantom first buy.

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✓

Buy skipped spam throttle (once per level/cash)

Session 20.

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✓

Profit skimming (reserve_ledger + skim_pct)

Session 20. Micro-profit reserve. Default 0, ready to activate.

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✓

Cash reconstruction from DB on restore

Session 20. Phantom money bug killed. Bot replays trade history.

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✓

Cash audit script (scripts/cash_audit.py)

Session 20. Read-only verification of all coin positions.

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✓

Admin UI: capital_per_trade and skim_pct as common params

Session 20. Visible in both grid modes.

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✓

Skim reserve display in P&L Breakdown on homepage

Session 21. Reserve accantonato visible alongside realized + unrealized.

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✓

Fix TradeLogger crash (trade_pnl_pct parameter)

Session 21.

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✓

Remove hardcoded 2% min profit target

Session 21. Min profit is now a configurable parameter, default 0.

ai
✓

Fix P&L % in Telegram messages (was showing 0.00%)

Session 21.

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✓

Per-coin reserve label in Telegram messages

Session 21. Each notification shows its own skim reserve total.

ai
✓

Race condition daily report: INSERT ON CONFLICT DO NOTHING

Session 21. Only first bot to write wins — others skip silently.

ai
✓

SELL SKIPPED spam dedup (same pattern as BUY SKIPPED)

Session 21. Dedup by level_price + holdings, same logic as buy.

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✓

Admin dashboard: live portfolio value from Binance prices

Session 22. Real-time prices replace stale DB avg.

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✓

Admin dashboard: full trades history + CLOSED position display

Session 22. CLOSED badge, all historical trades visible.

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✓

Admin dashboard: auto-refresh every 30s

Session 22.

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✓

Admin Portfolio Overview: 2-row 6-card layout (value/P&L/skim + cash/deployed/unrealized)

Session 22. One glance = full picture.

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✓

Fix FIFO sell blocking: all triggered lots sell independently

Session 22b. Bot was stuck: older lot not triggered blocked all younger profitable lots.

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✓

Grid mode hot-reload without restart

Session 22b. Changing grid_mode in Supabase now re-initializes state mid-run.

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✓

Dashboard: cashLeft for closed positions = alloc + realized P&L − skim

Session 22b. Portfolio Value was underestimating closed positions.

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✓

Dashboard: Unrealized P&L rebuilt from FIFO open lots (not historical avg)

Session 22b. Avg buy price now uses only open lots, not all-time buys.

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✓

Idle re-entry after N idle hours (holdings=0, no drop)

Session 22c. If price doesn't drop for 24h, bot resets reference and re-enters at market.

ai
✓

Self-healing: re-init from DB when holdings>0 but FIFO queue empty

Session 22b. State divergence self-heals without restart.

ai
✓

Dashboard: Promise.allSettled + auto-refresh 10s

Session 22b. Resilient load — one slow API never blocks the rest.

ai
✓

Fix idle re-entry timezone (.astimezone UTC)

Session 22b. Restored _last_trade_time was off by TZ offset; now always UTC-naive.

ai
✓

Idle re-entry diagnostic log (hourly countdown visible)

Session 22b. Logs elapsed/threshold at each hour boundary — silent no more.

ai
✓

Fix 'Reserve Accumulata' → 'Accumulated Reserve' in daily report

Session 22b. Italian label removed from English report.

ai
✓

Haiku commentary: 24h rolling window for config_changes

Session 26. Was 'today midnight UTC' (= 02:00 italian) and missed late-day changes.

ai
✓

Fix admin payload bug: config_changes_log was silently failing for 5 days

Session 26. Payload used 'field:' but column is 'parameter'. Try/catch hid the error since S18b. Backfilled 4 missed entries manually.

ai
✓

Admin: sanitize comma → dot on save (iOS Italian decimal locale)

Session 26. type=text inputmode=decimal + comma normalization + isNaN guard.

ai
✓

Index dashboard: layout restructure (today log → numbers → archive)

Session 26. CEO's Log Archive moved below The Numbers.

ai
✓

Index dashboard: live numbers from trades + Binance prices

Session 26. Was reading from daily_pnl snapshot (20:00 only) — SOL showed $0.00 mid-day. Now mirrors admin strategy with FIFO + live prices.

ai
✓

Index dashboard: 5-min auto-refresh + 'Updated at HH:MM' timestamp

Session 26. Numbers section refreshes without page reload.

ai
✓

Admin coin cards: 'Invested' → 'Open cost basis' (FIFO)

Session 26. netSpent collapsed after profitable round-trips, hiding real capital at risk. Now shows true open lots cost basis.

ai
✓

Admin coin cards: 'Grid capacity' → 'Open lots N/max filled'

Session 26. Old formula (buy_count - sell_count) went negative when sells outnumbered buys.

ai
✓

Admin overview: 'Deployed' from openCost instead of netSpent

Session 26. Cash + Deployed now equals Portfolio Value (mod unrealized).

ai
✓

Align all user-facing time references to 20:00

Session 26. commentary.py, test_report.py, index.html all said 21:00 or midnight from earlier sessions.

ai

Phase 2 — Trend Follower 39/39

✓

TF live mode: apply_allocations writes bot_config (tf_budget, tf_max_coins, whitelist)

Session 36a. MANUAL_WHITELIST shields BTC/SOL/BONK. INSERT/UPDATE path for ALLOCATE, pending_liquidation for DEALLOCATE.

ai
✓

TF hotfix: grid_levels/grid_lower/grid_upper placeholders on INSERT (NOT NULL)

Session 36a same day. 10/0/0 dummies, unused in percentage mode.

ai
✓

TF hotfix: profit_target_pct=0 on INSERT (unblocks sells)

2026-04-16. DB default 1.0 was read as +100% by grid_bot, freezing every TF sell — pre-existing unit mismatch emerged with TF.

ai
✓

TF hotfix: skim_pct=30 on INSERT (match manual bots)

2026-04-16. TF profits were fully reinvested, reserve stayed $0.

ai
✓

Home + Admin: filter TF coins/trades to preserve $500 manual baseline

2026-04-16. managed_by=neq.trend_follower on queries. /tf owns the TF view.

ai
✓

TF full budget deployment: equal-split + dynamic capital_per_trade

Brief 36c. tf_budget split across tf_max_coins, capital_per_trade = alloc / tf_lots_per_coin. Deployed 2026-04-16.

ai
✓

TF ATR-based buy_pct/sell_pct (adaptive grid widths)

Brief 36c + 36e_v2. ATR-adaptive widths clamped to CEO philosophy: buy 1–2%, sell 1–6%.

ai
✓

profit_target_pct unit mismatch: UI label vs DB value vs grid_bot decimal

Brief 36d. TF INSERTs profit_target_pct=0 (bypass); unit kept as percent, grid_bot divides by 100 consistently.

ai
✓

TF coin rotation: SWAP on stronger BULLISH + DEALLOCATE on BEARISH

Brief 36e + 36e_v2. Signal strength delta gate, cooldown, profit gate on SWAP, on-demand rescan for active coins missing from top-N.

ai
✓

TF compounding via floating cash lookup

Brief 36g. tf_total_capital = tf_budget + retained profits from deallocated TF bots.

ai
✓

TF stop-loss + bearish exit override Strategy A

Brief 39a. Unrealized loss > tf_stop_loss_pct (10% of alloc) triggers full liquidation; pending_liquidation=true forces sell at any price.

ai
✓

MBOX phantom skim audit (realized_net vs gross cash flow mismatch)

Brief 36j. Documented $2.63 phantom profit on MBOX. Decision: leave as-is ($0.19 skim drift, self-heals on reallocation).

ai
✓

TF riding mode (trailing stop) for strong bullish pumps

Brief 36f → shipped as 51b (Session 51, 2026-04-29). Per-bot peak tracking after allocation; once gain ≥ activation_pct, locks in a trail at trailing_pct below the peak.

ai
✓

TF idle re-entry fast for active bots

Brief 36i → shipped across Sessions 33 + 45. TF bots default to 1h, manual to 24h. Unsticks bots with dust residuals.

ai
✓

Haiku sees TF (commentary on rotation + stop-loss events)

Brief 36h → shipped Session 48 (2026-04-26). commentary.py now exports get_tf_state() and Haiku system prompt instructs aggregate-portfolio commentary.

ai
✓

TF hot-reload of safety params in live grid_runners

Brief 39j (2026-04-20). tf_stop_loss_pct + tf_take_profit_pct polled from trend_config every 300s without restart.

ai
✓

TF multi-lot entry + greed decay take-profit

Brief 42a (2026-04-20). 1 aggregated market buy on first cycle after ALLOCATE; greed_decay_tiers JSONB governs per-lot sell threshold. CEO-editable tiers in /tf with audit log.

ai
✓

TF 42a fixes: single-buy aggregated + greed decay authoritative from t=0

2026-04-20 evening. Initial version looped N times per tick mutating state before INSERT — DB dedup trigger silently rejected duplicates. Fix: single call with temporarily scaled capital_per_trade plus in-memory latch.

ai
✓

TF allocator pre-rounds per-level amount before filter check

2026-04-20 evening. Strong bullish candidates with integer step_size were SKIPped for fractional alignment; allocator now rounds before validate_order.

ai
✓

TF minimum signal_strength gate (min_allocate_strength)

Brief 44c (2026-04-21). Prevents 'desperate ALLOCATE' in weak-market scans. Default 15.0, editable in /tf.

ai
✓

TF ALLOCATE atomic — retrocede decision on bot_config INSERT failure

Brief 44b (2026-04-21). Three ghost allocations were logged as applied but the grid_runner never started because the bot_config INSERT failed silently. Allocator now UPDATEs to action_taken='ALLOCATE_FAILED' and sends Telegram alert.

ai
✓

TF post-stop-loss cooldown (configurable, default off)

Brief 45a v2 (2026-04-22/23). Configurable cooldown prevents the TF from re-allocating a coin within N hours of its stop-loss. Originally a diagnostic brief after MET fired SL at -14%; log analysis showed 1-min flash-crash candle, no SL bug.

ai
✓

TF sell_pct as deterministic post-greed-decay salvage

Brief 45b (2026-04-23). Restores CEO-intended semantic of sell_pct as editable salvage floor after greed decay runs out. buy_pct stays ATR-adaptive.

ai
✓

TF volume-tiered allocation (40/35/25 + 4/3/2 lots per tier)

Brief 45c (2026-04-23). Replaces flat top-N-by-strength with 3 volume tiers: T1 ≥$100M (40%, 4 lots), T2 $20M–$100M (35%, 3 lots), T3 <$20M (25%, 2 lots). 1 coin per tier. Worst-case T3 exposure $25 instead of $50.

ai
✓

TF tier-map collision fix + tier-weighted resize

Brief 45d (2026-04-23). active_tier_map dict→set fixes silent overwrites; resize_active_allocations now applies per-tier weights instead of equal-split.

ai
✓

TF Telegram scan report: escape '<' in tier label

45c hotfix (2026-04-23 16:15). Literal '<$20M' in T3 label parsed as HTML tag; replaced with '<'.

ai
✓

TF entry distance filter (skip stretched coins)

Brief 45e v2 (2026-04-24). Skip ALLOCATE/SWAP when candidate's price is more than tf_entry_max_distance_pct above its EMA20 (4h). Default 10, editable in /tf.

ai
✓

TF Profit Lock Exit (proactive net-PnL liquidation)

Brief 45f (2026-04-24). When net PnL crosses tf_profit_lock_pct, the TF bot liquidates before the market takes the gain back. Flipped to 5% on 2026-04-24.

ai
✓

TF counterfactual tracker for distance-filter skips

Brief 47a (2026-04-24). Pure data collection: writes counterfactual_log rows to answer 'did the filter save us, or was it leaving money on the table?'.

ai
✓

TF scan cadence to 30 min + trend_scans TTL 14d

Brief 47c (2026-04-25). 2× more 'looks' at the market. cleanup_old_trend_scans() retains 14 days to stay within Supabase Free 500MB.

ai
✓

TF distance filter backtest (90d historical sweep)

Brief 47d (2026-04-25). 22,392 trades simulated. Every threshold produces NEGATIVE total PnL; decision deferred until 47a counterfactual accumulates forward data.

ai
✓

TF 45g Gain-Saturation Circuit Breaker + 45f hot-reload fix

Brief 49a (2026-04-27). Exit after Nth positive sell of the current management period (N=4 winning) produced +$35.07 edge across 28 periods. Counter is stateless, kill-switch via tf_exit_after_n_enabled.

ai
✓

TF 45g proactive tick check + dashboard Save fix (49b)

Brief 49b (2026-04-27). The post-sell 45g check could never fire on a coin with holdings=0 and counter ≥ N. Added proactive tick-time check rate-limited 5min/symbol.

ai
✓

TF 49c — behavior analysis post 49a/49b (no code changes)

Brief 49c (2026-04-28). Pure analysis session: 3 tf_exit_saturated triggers in 20h, 2/3 via proactive_tick (confirms 49b fix). LUNC: three safeties cascading on the same coin.

ai
✓

TF 50a — defaults & re-allocate reset (orphan-period guard)

Brief 50a (2026-04-28). Global default tf_exit_after_n_positive_sells=4. _close_orphan_period() inserts synthetic DEALLOCATE when re-allocate finds previous period unclosed — fixes counter leak across cycles.

ai
✓

TF mid-tick DEALLOCATE signal CHECK hot-fix

Hot-fix 50a (2026-04-28). trend_decisions_log.signal CHECK constraint accepts only ('BULLISH','NO_SIGNAL','SIDEWAYS'); mid-tick path was passing empty string. Same class of bug 49b/030b328 fixed for proactive path.

ai
✓

TF 51a — RSI 1h overheat filter (pre-ALLOCATE/SWAP gate)

Brief 51a (2026-04-29). DOGE allocated 29/04 at near-30-day-high stop-lossed same day. New gate: RSI(14) on 1h candles, fetched only for BULLISH candidates. Skip if RSI > tf_rsi_1h_max (default 75).

ai
✓

TF 51b — Trailing stop (protect unrealized gains)

Brief 51b (2026-04-29). Third TF exit alongside SL/TP/PL/45g: tracks peak price each tick, activates after peak ≥ avg_buy × (1 + activation_pct%) (default 1.5%), fires when price drops trailing_pct% from peak (default 2.0%).

ai
✓

TF exit protection holes — peak reset on buy + SL/TP on open value

Diagnosed + fixed 2026-05-04 commit 6dcc56f. Two related bugs found: (1) `_trailing_peak_price` was global per coin, never reset on a new buy → when a last-shot lowered avg_buy, the old peak armed trailing on the fresh lot (DOGE: bought 02:31, last-shot 10:07, sold both 10:08 at −2% from a peak set hours earlier). (2) Stop-loss/take-profit thresholds computed on `capital_allocation` (initial fixed) instead of `avg_buy × holdings` → partial lots after sells/skim were uncovered (INJ needed −5% on the lot before SL fired). Fix: peak resets on each TF buy + SL/TP symmetric on open value. Live in prod after orchestrator restart.

ai

Phase 3 — AI Sentinel 0/0

No extras yet.

Phase 4 — Dashboard & Monetization 15/15

✓

Dashboards: Portfolio Value → Net Worth (includes skim reserve)

2026-04-17. Consistent across index/admin/tf. cashLeft for active coins now subtracts skim. Adds Cash to reinvest + Cash invested stats.

ai
✓

TF dashboard: compact row for deallocated coins

2026-04-18. One-liner per deallocated coin under 'Previous coins', ~40px vs 300px full card.

ai
✓

TF dashboard: effective budget line (tf_budget + floating)

Brief 36g telemetry. Shows 'TF budget: $100 base + $X floating = $Y effective'.

ai
✓

Site analytics (Umami Cloud)

2h the hard way, 5min the right way.

both
✓

Volume 1: structure defined (preface, intro, 23 sessions, appendices, glossary)

Session 23.

both
✓

Editorial template approved (EB Garamond, uniform styles)

Session 24.

ai
✓

Batch reformat 24 files with uniform template

Session 24. 23 diary + How We Work.

ai
✓

Fix Word styles (Heading 1/2 for TOC) on 24 files

Session 24.

ai
✓

X editorial plan: Posts_X_v3, 9 posts ready (≤280 chars)

Session 23.

ai
✓

Payment platform decision (Gumroad → LemonSqueezy → Payhip)

Session 27 + Session 34. LemonSqueezy rejected at KYB (crypto risk), pivoted to Payhip in same session.

max
✓

Add donation button

Session 27. Buy Me a Coffee active.

ai
✓

Memory audit: purged 15 duplicate memory edits, established correction-only policy

Session 29.

ai
✓

Discovered Anthropic docx→text conversion in project files, new diary workflow (template via chat)

Session 29.

both
✓

Roadmap workflow: HTML-only, killed routine docx generation

Session 29.

both
✓

Project instructions backup (BagHolderAI_Instructions_Backup.md)

Session 29.

ai

Phase 5 — Extended Paper Trading 0/0

No extras yet.

Phase 6 — Go Live 0/0

No extras yet.

Phase 7 — Marketing & Growth 8/8

✓

Posting Strategy defined

4 content pillars. 10 ready-to-publish posts.

ai
✓

Posting Strategy v1.1: variable reinforcement + flag-it-when-it-happens

Session 11. No calendar. Publish when it matters.

ai
✓

Posts on X with @BagHolderAI (22 posts, first autonomous AI post live)

Session 33. AI → Telegram approval → Tweepy. Signed posts.

both
✓

Public roadmap page on site

You're looking at it.

both
✓

How We Work page on site

Session 12. The process is the product.

both
✓

Public Telegram channel (@BagHolderAI_report)

Session 12. Daily reports for followers.

both
✓

Diary page on site (/diary)

Session 14. Construction log has its own page.

both
✓

X scanner weekly cron

2026-05-04. Wrapper for the weekly scanner of X (Twitter) — feeds the marketing/intelligence pipeline so the CEO has fresh signals about how the niche is talking about AI trading agents.

ai

Open backlog 22/25

✓

Exchange filters: direct step_size read, Decimal rounding, BTC sells unblocked

Session 33. precision.amount was misinterpreted as decimal count.

ai
✓

Dust: round buy amount to step_size (3 callsites)

Session 33. SOL dust was eating ~15% of per-trade profit.

ai
✓

profit_target_pct: propagation fix + admin field + sublabels

Session 33. Ghost parameter was blocking all BTC exits.

ai
✓

Admin: Allocation ($) moved to Trading Parameters (always visible)

Session 33.

ai
✓

Idle recalibrate: Path A (re-entry) vs Path B (reset reference, no buy)

Session 33.

ai
✓

Idle recalibrate: stop spam (self-heal was clobbering _last_trade_time)

Session 33.

ai
✓

Economic dust: MIN_NOTIONAL lots popped from sell queue (no spam)

Session 33.

ai
✓

Umami: data-domains corrected to bagholderai.lol + www variant

Session 33. 4 days of analytics lost from typo.

ai
✓

Refund policy: no-refunds for digital goods (EU Dir. 2011/83 Art 16m)

Session 33. Free preview as try-before-you-buy.

ai
✓

X poster system: Haiku draft → Telegram approval → Tweepy

Session 33. AI-authored posts with human gate.

ai
✓

X poster: 250-char limit, bagholderai.lol signature, specific error logs

Session 33. Iterative refinement.

ai
✓

X poster v3: latest diary + 24h config changes + Supabase pending + 36h staleness

Session 36. Drafts survive restarts via Supabase.

ai
✓

Trend-follower: signal=NO_SIGNAL for coins absent from scan

Session 33.

ai
X API cost monitoring ($0.01/post)

Discovered Session 33. Not free.

both
✓

Smart last-lot logic: sell all remaining / buy all in + reset reference

Both branches live in grid_bot. Reference resets to sell price after all lots sold.

ai
Commentary archive after 7 days on dashboard

Not urgent until 20-30 entries accumulate.

ai
Business plan: monthly running costs vs micro-profits

Deferred until project is stable.

both
✓

Activate skim_pct on all coins (paper mode)

Reserve accumulation active on all 3 grid instances.

both
✓

Alert: bot active with capital but 0 trades for X hours

Idle re-entry alerts fire on Telegram. TF bots default to 1h, manual to 24h.

ai
✓

Telegram sell message translated to English

Session 27.

ai
✓

P&L breakdown redesign: realized split (reinvested/skimmed), skim % of profits, 2×2 grid layout

Session 27.

ai
✓

Footer disclaimer on all pages (WIP + contact email)

Session 27.

ai
✓

Cover image optimized for web (4.3MB PNG → 54KB JPEG)

Session 30. sips resize 600px, quality 85.

ai
✓

Umami: data-domains restricted to bagholderai.lol (no local dev tracking)

Session 30.

ai
✓

Uniform bottom bar on all pages + footer mailto link

Session 30. Consistent cta-link bar.

ai

Phase 9 — Validation & Control System 0/0

No extras yet.

Phase 10 — Infrastructure & Observability 15/15

✓

Orchestrator graceful shutdown propagates to subprocesses

2026-04-17. SIGINT to children so KeyboardInterrupt handlers run.

ai
✓

Orchestrator shutdown race: stop-loss vs daily-PnL floor

2026-04-18. Daily-PnL short-circuit was beating pending_liquidation cleanup, causing orchestrator to respawn the bot.

ai
✓

Logs unified under /Volumes/Archivio/bagholderai/logs/

2026-04-18. x_poster/ subfolder joins grid_*.log + orchestrator.log + trend_follower.log.

ai
✓

Quieter Telegram: single summary on orchestrator start/stop

2026-04-18. Per-bot started/stopped suppressed; exceptional events still notify.

ai
✓

Orchestrator rate-limit for main-loop exception Telegram

Brief 44a (2026-04-21). 15-min cooldown on the send; logging unchanged.

ai
✓

Observability v1: bot_events_log (structured event log)

Brief 43a (2026-04-20). 15 call-sites emitting severity/category/event/details JSONB. Non-raising contract.

ai
✓

Observability v1: bot_state_snapshots every 15 min

Brief 43b (2026-04-20). Captures holdings, avg_buy, cash, unrealized/realized PnL, open lots, greed tier, safety flags.

ai
✓

Orphan-lot reconciler (auto-recovery of residual TF holdings)

Brief 45 (2026-04-21). EDU/USDT mid-liquidation timeout left 119 units orphaned. Orchestrator now scans at boot for inactive TF bots with residuals ≥ $5.

ai
✓

Orchestrator spawns on is_active=True regardless of pending_liquidation

2026-04-21. Follow-up to 45. Filter loosened: is_active=True alone is enough.

ai
✓

UI /tf + /admin: simpler Total P&L subtitle + dedicated Fees card + dust filter

2026-04-21. Replaced old subtitle with '= Net Worth − starting capital'. Dust v3 filters holdings × price < $5.

ai
✓

UI /tf: closed-cycles banner uses realized_pnl + idle-cash alert fix

2026-04-20. Banner switched to sum(realizedPnl) for consistency with Previous coins list.

ai
✓

47a counterfactual batch limit raised 100→5000

Session 48 (2026-04-26). 100-row cap produced permanent backlog; raise to 5000 drained it.

ai
✓

Reports & accounting unification (post-FIFO)

2026-05-03 commits 2f58733 + 865b122 + b9348a0 + 584ebe2. Daily report fixed DOGE-replaces-BTC bug + tf_grid included in TF totals. Reports' Grid+TF accounting unified with dashboard (FIFO realized everywhere). Binance prices URL fixed (json.dumps default whitespace was breaking the API). TF active_positions filtered to active coins only.

ai
✓

FIFO integrity — 4 fixes + dust hotfix

2026-05-05. (1) verify_fifo_queue at startup re-derives the FIFO queue from DB and corrects drift. (2) Fixed-mode sell path aligned to FIFO lot price instead of avg_buy. (3) Health check module wired into the orchestrator. (4) Sell audit trail in bot_events_log + category whitelist extended. Hotfix: filter sub-$1 dust lots so the verifier ignores noise. Pre-fix realized_pnl is fossilized in DB; FIFO replay fixes it client-side on dashboards.

ai
✓

DB retention policy

2026-05-05. Daily cleanup at 04:00 UTC. v1/v2 trades deleted (config_version=v3 only). Keeps the DB bounded as bot_events_log grows over time.

ai

Phase 11 — Website Restructure & Analytics 18/18

✓

Site restructure: narrative landing + dedicated /dashboard

Brief 'Site Restructure' (2026-04-22/23). Landing rewritten as storytelling. All data widgets moved to /dashboard route.

ai
✓

Unified header/nav across all 10 public pages

Session 45. 7 links + current-page highlighted. Subtitle has fixed 2-line min-height as visual anchor.

ai
✓

Sitewide width bump to 880px (from 720px)

Session 45. Original layout felt cramped once the new header took over.

ai
✓

Dashboard fade-in fix: no AADS layout shift

Session 45. Wrapper always in flow with placeholders, staggered fade-in on inner sections.

ai
✓

CEO's Log Archive back on /dashboard (was temporarily on /diary)

Session 45. /dashboard is the trading page; /diary stays a pure construction log.

ai
✓

TF closed-cycles PnL: condensed header above Previous coins

Session 45. Long banner with 19+ coins replaced by 'Closed-cycles PnL (post-skim)' sub-label.

ai
✓

Vercel Web Analytics on 10 public pages

Session 45. Same-origin script bypasses adblocker undercount. Umami stays for custom events.

ai
✓

Owner self-exclusion flag for Vercel Analytics

Session 45. localStorage['va.disabled']==='1' skips Vercel injection. Documented in docs/analytics-self-exclusion.md.

ai
✓

buy.html: branded redirect (was unbranded fallback)

Session 45. Half-second of visible content now matches the rest of the site.

ai
✓

iPhone Wi-Fi preview via local dev server

Session 45. web2/serve.py emulates Vercel cleanUrls and binds 0.0.0.0 for LAN preview.

ai
✓

SEO baseline pre Show HN (sitemap + robots + OG/Twitter cards)

Brief 'SEO Fix' (2026-04-24). /sitemap.xml + /robots.txt, page-specific canonical/og:image/og:url, og-image.png 1200x630, JSON-LD WebSite schema on home.

ai
✓

Analytics: track all Buy/Preview links with source attribution

Session 47 (2026-04-24). Added data-umami-event-source on all 4 Buy links + preview-download for path attribution.

ai
✓

Homepage book card: free preview + trust hook (conversion fix)

Session 47 (2026-04-24). 22 Payhip visits / 0 add-to-cart fixed by adding '↓ Free preview' soft path + '95 pages · PDF · No signup to preview' trust line.

ai
✓

Dashboard v2: Grid + TF unified view (test page, not promoted)

Brief 47b (2026-04-25). New /dashboard_v2 with Numbers of Grid + Numbers of TF + Portfolio performance charts + aggregated stats.

ai
✓

Dashboard v2 promoted to production + €600 disclosure + TF banner

Brief 48a (2026-04-26, pre-Show-HN). v2 swapped in as public /dashboard. Top summary bar (Total/Net%/Grid%/TF%). Pre-launch top-up $500→€600.

ai
✓

Haiku commentary now sees Grid + TF aggregated context

Session 48 (2026-04-26). commentary.py feeds Haiku unified daily snapshot with TF rotation/stop-loss/profit-lock notes.

ai
✓

Daily reports: TF section + private/public layouts + per-coin activity

Sessions 48-49. Three iterations: TF section added, aggregated header on top, per-coin activity in public report.

ai
✓

TF dashboard: Recent trades on top, Previous coins collapsed

Session 49 (2026-04-27). Hierarchy inversion: live trades sit above closed-cycle archive.

ai

Phase 12 — Numbers Truth & Pre-HN Polish 11/11

✓

Cumulative P&L + stacked Daily P&L charts on /dashboard (50c)

Session 50c (2026-04-28). Realized vs MTM line + stacked Grid/TF daily bars. €500→€600 step neutralized via 'P&L vs starting capital' transform.

ai
✓

TF defaults reset + orphan-period guard (50a)

Session 50a (2026-04-28). 45g re-fired one second after re-ALLOCATE on PENGU; _close_orphan_period() writes synthetic DEALLOCATE pre-allocation. TF defaults: skim_pct=0, stop_buy_drawdown_pct=15.

ai
✓

RSI 1h overheat filter (51a)

Session 51a (2026-04-29). Pre-ALLOCATE/SWAP gate; rejects when 1h RSI ≥ 75. Reuses ccxt OHLCV pulls already cached.

ai
✓

Trailing stop (51b — third TF exit mechanism)

Session 51b (2026-04-29). Joins SL/TP/PL/45g as fifth safety layer for TF. Hot-reload via trend_config.

ai
✓

Phantom fee deduction removed from realized_pnl (52a)

Session 52a (2026-04-30). Bot subtracted fees from realized_pnl in paper mode where fees are tracking-only. ~$7 cumulative bias removed; identity Realized + Unrealized = Net Worth − initial restored.

ai
✓

FIFO realized recovery in all dashboards (6bfb644 + e7860ba + 3fd5b08)

Session 53 (2026-05-01). The bot's trades.realized_pnl used avg_buy_price as cost basis, over-crediting on volatile coins. Fixed client-side with strict FIFO recompute per symbol in /dashboard, /grid (renamed from /admin), /tf, and homepage stats.

ai
✓

FIFO multi-lot consume in _execute_percentage_sell (53a)

Session 53 (2026-05-01, commit 6b4b4d1). Root cause of +$17.74 realized_pnl bias on 458 v3 sells: multi-lot sell path took only first lot's price. Now walks the queue: cost_basis = Σ (lot.amount × lot.price). 5-test suite covers single/multi/boundary/invariant/cumulative drift. Historical 458 sells stay biased in DB but dashboards correct client-side.

ai
✓

Homepage 'The AI Bots' section — 4 trading-card-style cards

Session 53 (commit 29b48d4). GRID BOT (active, green) with animated DJ mixer; TREND FOLLOWER (active, amber) with rotating radar; SENTINEL (locked, blue); SHERPA (locked, red). Per-card stats: WINS/LOSSES live from Supabase.

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✓

Homepage compaction + cross-page spacing reduction

Session 53 (commit 854d6b8). Removed TF announcement banner + green framing box. Centered hero. Cross-page sweep: ~150-200px less scroll before bot cards.

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✓

Stats strip honesty pass + label fixes

Session 53 (commit 3fd5b08). 'trades executed' → 'orders executed'. realized P&L FIFO-recomputed (~$41 vs raw ~$59). 'LIVE / trading now' → 'PAPER / trading now'.

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✓

/admin renamed to /grid (now that TF has its own dashboard)

Session 53 (commit 2bfab84). Renamed web/admin.html → web/grid.html. Internal JS identifiers untouched to preserve sessions. No redirect: clean break, /admin 404s.

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Phase 13 — Binance Testnet & Avg-Cost Reset (S65 → S79) 29/29

✓

S65: Strict-FIFO replay rimosso dalle dashboard pubbliche

2026-05-08. Causa di tutti i gap P&L delle ultime 5 sessioni. Strict-FIFO mantenuto solo in /admin Reconciliation come audit, ma con framing 'due convenzioni a confronto'.

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✓

S66: Operation Clean Slate — liquidazione totale, audit formula realized_pnl, fix avg_cost canonico

2026-05-08. Stop bot, liquidazione SQL bypass, snapshot, audit `audits/2026-05-08_pre-clean-slate/formula_verification_s66.md`. Bias realized_pnl +$26.97 (+29%) certificato. Fix chirurgico 1 riga in 2 funzioni, test 5/5 verdi, identità contabile chiude al centesimo su 50 ops random.

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S67: Migrazione paper → Binance testnet (brief 67a Step 2-4)

2026-05-08. ccxt.set_sandbox_mode(true) + place_market_buy/sell. Fee USDT-equivalent canonical. Dust prevention. Reset DB + restart $500 testnet. Prima connessione reale a Binance. 6 buy + 1 sell live testnet eseguiti, 4 bug interni fixati nella stessa sessione.

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✓

S68: Pivot 'Trading minimum viable' + brief 68a sell-in-loss guard avg-cost

2026-05-09. Sentinel/Sherpa/TF spenti via env, solo Grid attivo. Brief 68a: fix sell-in-loss guard usa avg_buy_price (non lot_buy_price). Doppio standard FIFO+avg-cost causava sell in loss strutturali. DB cleanup: 22→19 tabelle (DROP feedback + sentinel_logs + portfolio + 2 view orfane + DELETE 54 bot_config inactive).

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S69: Avg-cost trading completo + Strategy A simmetrico + IDLE recalibrate guard

2026-05-09 commit cb21179. Trigger sell su avg_buy_price, FIFO queue eliminata (fifo_queue.py cancellato), sell amount = capital_per_trade/price. Buy guard 'no buy above avg if holdings>0' (specular del 68a). IDLE recalibrate skip se current>avg. DROP COLUMN bot_config × 5 (grid_mode, grid_levels, grid_lower, grid_upper, reserve_floor_pct). ~880 righe codice morto eliminate. Test 11/11 verdi.

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S69 B+C: FIFO contabile rimosso da tutte le dashboard + commentary + health check

2026-05-09 commits 6335633 + 7231db7 + f11b04e. /grid, /tf, /dashboard, /admin, homepage, commentary.get_grid_state/get_tf_state — tutto su avg-cost. Health check FIFO Check 1+2 rimossi ('non voglio più sentire parlare di FIFO' — Board).

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S70 brief 70a: sell_pct net-of-fees + sell ladder graduale + post-fill warning

Brief 70a shipped 2026-05-10 commit eb5f38f. FEE_RATE 0.00075→0.001. Trigger Grid: `reference × (1+sell_pct%+FEE)/(1-FEE)` formula uniforme primo+gradini. `_last_sell_price` campo nuovo: set on partial sell, reset on full sell-out, replay da DB (stato in memoria). Post-fill warning `slippage_below_avg` (severity=warn) loggato in `bot_events_log` quando fill < avg. Test 15/15 verdi.

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S70 brief 70b: Sentinel ricalibrazione + DRY_RUN riaccensione

Brief 70b shipped 2026-05-10. Sentinel ladder granulare drop/pump/funding + sof floor -0.5%. Sentinel + Sherpa riaccesi DRY_RUN dopo S68 pivot. Telegram silent flags.

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S70 Reconciliation Binance Step A (script + admin pannello)

Commit 0f6c9b0 + tabella `reconciliation_runs`. scripts/reconcile_binance.py aggrega fill Binance per orderId, match con DB tramite `exchange_order_id` (fallback ts±1s/side/qty±1%), tolleranze qty±0.00001/price±0.5%/fee±$0.01. Primo run: 24/24 ordini matched, zero drift su tutti e 3 i symbol. Statuses: OK/WARN_BINANCE_EMPTY/DRIFT/DRIFT_BINANCE_ORPHAN. Handling reset mensile testnet.

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S70 Reconciliation Step B — pannello /admin trade-by-trade compare

2026-05-10 (S70b). Admin pannello live con 3 latest run per symbol + tabella trade-by-trade compare collassabile (12 colonne side-by-side Binance vs DB) + drift details auto-shown. Migration s70b_reconciliation_runs_matched_details aggiunge `matched_details` jsonb.

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✓

S70 rename managed_by `manual→grid` + `trend_follower→tf` (4 tabelle DB + frontend)

2026-05-10 commit bb575c0. bot_config + trades + reserve_ledger + daily_pnl + ALTER CHECK constraint + 6 callsite frontend (dashboard-live.ts, live-stats.ts, tf.html). Open question 19 chiusa (parcheggiata da S65).

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S70 hotfix BONK sell_pct 2→4 (slippage testnet 2.46%)

2026-05-10. Investigazione su sell-at-loss BONK 08:57 UTC ($-0.11): root cause = slippage testnet 2.46% > sell_pct 2% buffer (NON guard, NON managed_by, NON recalibrate). Book sottile testnet vs denso mainnet. Memoria salvata; brief futuro slippage_buffer parametrico per coin pre-mainnet.

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S70b /admin overhaul completo (8 sezioni)

2026-05-10. (1) mascot Sentinel+Sherpa nel titolo h1; (2) Opp chart dashed-overlay sotto Risk; (3) Sentinel/Sherpa scoring rules → <details> collassabili; (4) reaction chart + Parameters history vertical jitter ±3px (TradingView pattern); (5) Parameters history rebuild scala intera 0→MAX + asse Y dx live; (6) BTC overlay 24h chart Sentinel; (7) DB monitor live via RPC `public.get_table_sizes()` (sostituito snapshot hardcoded drift -90% post-retention); (8) Reconciliation Step B trade-by-trade compare side-by-side.

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S70c Site relaunch — testnet banner + capital breakdown + Reconciliation table pubblica

2026-05-10. Sito di nuovo online dopo maintenance dal S65. TestnetBanner.astro + sweep `paper`→`Binance Testnet` su home/dashboard/SiteHeader/Layout (storia in blueprint/diary intatta). Capital at Risk breakdown $500 Grid + $100 TF paused. Reconciliation table pubblica su /dashboard (3 righe BTC/SOL/BONK, claim 'Zero discrepancies' dinamico).

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S70c Sentinel/Sherpa TEST MODE badges + TF placeholder 'dal dottore'

2026-05-10. Card homepage Sentinel/Sherpa: pill TEST MODE colorata (blu/rosso) + cornice card sentinel-active/sherpa-active. TF: pill ON HOLD ambra + body sostituito con icona 🩺 + link 'see the doctor' → /dashboard#tf-recovery. Dashboard /dashboard sezione TF sostituita con SVG inline TfDoctor (768×720 stage del paziente in osservazione, EKG animato, IV drop, easter egg 3-click su monitor → dialog Dr. CC).

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✓

S71 brief 71a — Pending cleanup (5 task)

2026-05-11. (1) P&L hero unification via pnl-canonical.ts (home/dashboard/grid). (2) LAST SHOT lot_step_size pre-rounding. (3) reason check_price + slippage tail in buy/sell pipeline. (4) mobile recon table overflow-x-auto. (5) cron reconcile wrapper +x. Brief 71b BONK fee-in-base-coin diagnosi parcheggiata come punto fisso prima delle fees.

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S72 brief 72a — Fee Unification + frontend canonical refactor + TF removal (11 commit)

2026-05-11. Backend 3 invariants P1/P2/P3: holdings=fetch_balance() golden source, avg=cost_USDT/qty_acquired_net, realized=netto fee_sell. Boot reconcile asimmetrico (negative >2% FAIL, positive WARN). 18 sell testnet backfillati. Frontend: 4 superfici (home/dashboard/grid/tf) unite via web_astro/public/lib/pnl-canonical.js shared, 4 callsite legacy S70 rename fixati, inline script dashboard.astro bypass risolto, TF sparito dai totali pubblici. Cron reconcile installato 03:00 Europe/Rome.

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S73 brief 73a — Dead Zone recalibrate (sblocco 3 bot fermi 19-21h)

2026-05-11 commit 27c909b. After sell-run ladder (S70a) blocca sell+buy+IDLE recalibrate per ore. Fix in grid_bot.py:576-647: dopo DEAD_ZONE_HOURS reset _last_sell_price=0 + _pct_last_buy_price=current. Restart 23:26 UTC: BONK +$0.44, SOL +$0.38, BTC stop_buy auto-resettato in-memory. DEAD_ZONE_HOURS poi spostato in bot_config (S74b).

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S73b — Dust trap hotfix (criterio economico residual_notional < MIN_NOTIONAL)

2026-05-12 commits bc39aeb + d85f4be. BONK 0.8 BONK dust residue ($0.000006) impediva reset avg/holdings → loop BUY BLOCKED 8h. Fix in 2 punti: sell_pipeline runtime + state_manager replay. Threshold $0.50 propaga reset anche su restart.

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✓

S73c — BONK lot_size + BTC phantom (2 mainnet-safe fixes)

2026-05-12 commits d10b5ad + 5061a29. (1) place_market_buy_base() amount-based + ccxt option createMarketBuyOrderRequiresPrice=False contro -2010 LOT_SIZE. (2) bot._phantom_holdings registrato al boot + managed_holdings property in 9 hot path. Restart 12:55 UTC: BONK BUY al primo tentativo, BTC NO STOP-BUY trigger. Test V nuovo (22/22).

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✓

S74 — Audit respiro + 4 fix shipped (grid IT→EN, Telegram, admin polish)

2026-05-12 commits 3f3e349 + d289a8a + 93dc00d + a4674e6 + 3535184. Tasks brief 74a: grid public IT→EN labels (Task 4 invertito a EN), Telegram "Buying at market" branching fix, Telegram privato unificato EN, admin dashboard polish (Opp visibility + range selector 12h/24h/7d/1m sincronizzato su 5 chart + BTC overlay + reconciliation footnote drift fix). TCC python3.13 abilitata in FDA → cron reconcile produzione.

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S74b — Partial fill recovery (74c) + dashboard stop-buy visibility (74b) + DEAD_ZONE_HOURS per-coin

2026-05-12. Brief 74c (mainnet-gating): _normalize_order_response perdeva partial fills su book sottile (status='expired' + filled>0). Spezzato in due branch, ORDER_PARTIAL_FILL event, test W/X/Y (25/25). Orphan BONK 1.37M recovery via script ad-hoc. Brief 74b: nuovo bot_runtime_state mirror table (1 riga per symbol, UPSERT ogni tick) espone _pct_last_buy_price, _stop_buy_active, _last_sell_price → /grid widget anchored al bot. Drift details /admin filtrato a latest-run-per-symbol. DEAD_ZONE_HOURS spostato in bot_config (per-coin, hot-reload, Sherpa-ready).

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S75 — Blog infrastructure (75a) + /howwework v3 Auditor entity + dashboard meta

2026-05-13 commits 67f1f57 + f62f781 + cd8ce65. Brief 75a: Astro Content Collections for /blog (schema title/subtitle/date/tags/summary/type/draft), listing page + post template + Volume CTA. /howwework v3: Auditor entity added to org chart (fresh CC session triggered by audits/audit_request_*.md brief) + state-files narrative + badge refresh. Dashboard page-specific meta description for SEO.

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S76 — grid_runner refactor (monolith 1623 → 8 modules) + brief 75b stop_buy_unlock_hours + idle audit + UI

2026-05-14 squash commit 9ceaa81. (1) grid_runner.py 1623 → package 8 moduli (bootstrap, config_sync, runtime_state, idle_alerts, telegram_dispatcher, daily_report, liquidation, lifecycle). Zero behavior change live (BTC tradato al primo tick post-restart). (2) Brief 75b: bot_config.stop_buy_unlock_hours + bot_runtime_state.stop_buy_activated_at. Default 0 = 39b preserved. UI countdown timer on /grid Safety badge. (3) Idle audit: send_idle_alerts(stop_buy_active=) silenzia Telegram durante stop-buy. (4) 75c step drawdown baseline at 75b unlock (B1 semantics). Test 25→29 (+4 Z/AA/BB/CC). 3 restart Mac Mini verdi + 2 migration.

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S77 fase 1 — Sentinel Sprint 1 audit empirico (brief 77a)

2026-05-14. 6.081 fast scan post-70b analizzati. (1) SoF firing rate 2.32% (criterion < 10%, pre-fix ~30%) PASS. (2) risk_score 5 distinct values 20/26/32/46/52 (was binary 20/40) PASS. (3) opp_score 3 values 20/25/30 (was stuck at 20) PASS-weak. (4) Funding signal 0/6081 firing — dead-by-design su testnet (range ~10× under 70b thresholds calibrated for mainnet). CEO parking: no speed_of_rise, accept funding dead, no opp tuning. Zero codice trading toccato. Report 2026-05-14_s77_sentinel_sprint1_audit_report_for_ceo.md.

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S78 fase 1 — Primo blog post LIVE (brief 78a) + audit Area 3 marketing/SEO/X

2026-05-15 commit 18a0362. Blog post 1 'An AI That Can't Trade' (dual-voice origin story Max + BagHolderAI CEO, 76 sessions counter, 7635 byte) copiato in web_astro/src/content/blog/. Frontmatter schema-compliant (type=lesson, volume=1, summary 154/220, tags origin/introduction/behind-the-scenes). Build Astro 12 pagine, route /blog/an-ai-that-cant-trade/, card su /blog index, CTA Payhip Volume 1 (payhip.com/b/a4yMc). Zero touch a schema/componenti/layout. Audit Area 3 (marketing + SEO + X) CON RISERVE consegnato in audit_report del 2026-05-15 (a78c694).

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S78 fase 2 — Brief 78b SWEEP/LAST SHOT slippage buffer + blog post 2 + .gitignore anchor

2026-05-16 commit afd97ce. Diagnosi 3-step ha smentito 2 ipotesi (skim-aware-guard mancante, drift inventory BONK). Root cause: SWEEP/LAST SHOT base_order su cost=cash_before esegue con slippage positivo Binance → cassa va in -$0.44 sul BONK trade 2026-05-15 05:39 (cash_before $45.66 → res[cost] $46.10). By design su testnet (regola Board 'no cash morto') ma mainnet rifiuta -2010 INSUFFICIENT_FUNDS. Fix: SLIPPAGE_BUFFER_PCT = 0.03 uniforme in HardcodedRules, applicato a SWEEP + LAST SHOT cost. Banner 'swept, $X over by slippage' per buysLeft<0. Test 4/4 nuovi + 30/30 non-regression. Restart Mac Mini 21:46 CET PID 33579. Inclusi nello stesso commit: fix .gitignore bare blog/ → /blog/ anchored (S78 drift, evita match ricorsivo su web_astro/src/content/blog/) + pubblicazione blog post 2 'The Day Our Bot Ran Out of Money' commit dcc4372.

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S79 — Idle suppression (79a) + TF reactivation Tier 1-2 (79b) + Supabase write-on-change (79c) + drift FIFO sanato

2026-05-18, 5 commit (1eff58a + 2abd72e + 542b190 + 6183980 + 11b09e8) + 2 restart Mac Mini. (79a) Idle suppression on capital exhausted: guard in grid_bot.py Path A re-entry + Path B recalibrate su _available_cash() < HardcodedRules.MIN_LAST_SHOT_USD (5$). Log + bot_events_log + _last_trade_time advance (no spam). Live verified BTC $0.12 / SOL $0.03 / BONK $0.00 tutti soppressi al primo idle cycle. (79b) TF reactivation Tier 1-2 only (see Phase 2). (79c) Supabase write-on-change + heartbeat 10/10/5 min su sentinel_scores fast / sherpa_proposals / bot_state_snapshots — trigger warning email Supabase 'Disk IO Budget depleting'. unrealized_pnl escluso dal compare snapshot (cambierebbe ogni tick). ~80% riduzione write/giorno idle attesa. Bootstrap restart consistente (legge last row anche se heartbeat-only). (drift FIFO) Bug S70c chiuso post-72a (sell_pipeline.py:409 fa revenue - cost_basis - fee netto); 'Strada 2 ~3-4h' → '~30 min'. FIFO cancellato come canonical: Max confermato 'FIFO non esiste, exchange non ragiona così'. Bot usa avg-cost, P&L 'vero' = Equity (cash + holdings × spot). Memorie aggiornate. Test 31/31 verdi. Hotfix b42e7b0 sherpa 79c: guard switched would_have_changed → proposal_changed.

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Blog post 3 LIVE — 'When Your AI CEO Lies About the Numbers' (lesson V2)

2026-05-19 commit 02d8eb7. Diary post on 3 fabrications in one session + human-as-defense-against-hallucination thesis. Frontmatter schema-compliant (type=lesson, volume=2, summary 167/220, tags ai-honesty/llm-limitations/transparency/lessons-learned). Build Astro verde, route /blog/when-your-ai-ceo-lies-about-the-numbers/. CTA Volume 2 (payhip.com/b/NHw53).

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Phase 9

Validation & Control System

23/52

● Living milestone ● active

The single source of truth for every quality check. Lives as long as the bot lives — paper, pre-live, live, scaled — and grows with it. Numbers, surfaces, documentation, project health, pre-deploy gates, and live monitoring all flow through here. No new feature is shipped until the checks for the surface it touches are green. · Ongoing — until the system is provably stable

1. Technical integrity — numbers add up, DB is healthy 8/9

✓

FIFO queue verification before every sell

Re-derives the queue from DB on every tick with holdings > 0; auto-corrects on drift.

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✓

Health check: FIFO P&L reconciliation

DB realized_pnl vs FIFO replay per symbol. Boot + daily.

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✓

Health check: holdings consistency

Σ buys − Σ sells = open lots. No silent divergence.

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✓

Health check: negative holdings guard

Refuses to let any symbol go below zero (data corruption canary).

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✓

Health check: cash accounting

capital − bought + sold − skim matches the dashboard cash to the cent.

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✓

Health check: orphan lots

Sells without buy_trade_id that aren't FORCED_LIQUIDATION are surfaced.

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DB retention cleanup

Daily 04:00 UTC. Keeps trend_scans / state snapshots / events bounded so writes stay fast on free-tier IO budget.

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✓

Sell audit trail in bot_events_log

Every percentage-mode sell writes lot price + cost basis + queue depth, so a future report disagreement is replayable.

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Schema verification (DB columns vs code expectations)

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2. Surface coherence — every screen tells the same story 0/4

Homepage P&L = Dashboard P&L = DB FIFO P&L

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Telegram trade notification P&L = DB realized_pnl

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tf.html config values = trend_config DB values

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grid.html config values = bot_config DB values

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3. Living documentation — roadmap and process don't go stale 7/10

✓

Every brief includes a 'Roadmap impact' section

Process rule, active from session 59. Briefs without the section get bounced before push.

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Every CC commit updates the roadmap when impacted

Process rule, active from session 59.

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Roadmap staleness alert (>14 days without commits)

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How We Work staleness alert (>30 days without commits)

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Diary entry in Supabase = diary .docx (session, date, title)

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✓

Project memories review (obsolescence check)

S79 (2026-05-18) review effettuato: memorie FIFO-frame ereditate da S65-66 erano stale dopo S69 avg-cost migration. Bonifica project_equity_pnl_vs_fifo + feedback_one_source_of_truth + project_57a_fifo_punto_fisso + project_60c_fifo_init_bug — canonical ora avg-cost + Equity P&L (FIFO non esiste su exchange). Pattern: review opportunistica quando un drift emerge, non scheduled.

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✓

Auditor entity & roles formalized (AUDIT_PROTOCOL.md + WORKFLOW.md §G + /howwework v3)

S75 + S78 (2026-05-13 → 2026-05-15). Auditor = fresh CC session triggered by audits/audit_request_*.md brief, producing audits/audit_report_YYYYMMDD_topic.md. Distinct from Intern (= session CC che ship code). Separation enforced to remove the structural conflict of interest where the executor self-certifies as auditor. /howwework v3 commit f62f781 reflects the entity publicly.

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PROJECT_STATE §9 vs §10 split (only true audits in §9; sessions shipped in §10)

S78 commit ef553e1 (2026-05-15). Pre-fix, CC was populating §9 with its own shipped sessions labeled 'Area 1', so the cadence check always looked fresh even though no true audit had ever run. Rule: §9 entry exists iff audits/audit_report_YYYYMMDD_topic.md file exists. Cadence count is on files, not on §9 rows. CC may never write a §9 row for a session in which it shipped code.

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PROJECT_STATE compaction pattern (append-on-compaction archive)

S79 commit 5561d13 (2026-05-18). When PROJECT_STATE.md > 40KB, sections to be removed are first appended to audits/PROJECT_STATE_archive.md with header '## Rimosso in sessione SXX (YYYY-MM-DD) — <ragione>'. The archive is a single growing file, read on-demand. Never delete history in place. Formalized in CLAUDE.md §2.

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✓

Audit cadence rules formalized (Area 1: 30d, Area 2: 90d or end-of-volume, Area 3: 90d)

CLAUDE.md §1. Each end-of-session CC computes the youngest audits/audit_report_*.md per area; if older than the cadence (or never existed) the closing report flags '⚠️ Audit Area X dovuto: ultimo era YYYY-MM-DD (N giorni fa)'. As of 2026-05-27: Area 1 last 2026-05-08 (19d, approaching the 30d backstop), Area 2 completed 2026-05-27 (CON RISERVE — public site drift + process gaps, 0 CRITICAL), Area 3 last 2026-05-15 (12d, ok). Cadence reformulated from time-based to event-based — see AUDIT_PROTOCOL.md §2.

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4. Project health — costs, deploys, backlog hygiene 0/4

Live site (bagholderai.lol) matches the latest Vercel deploy

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Monthly infra costs vs bot revenues

Manual review by CEO + Board, monthly.

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Briefs open >14 days without deploy

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DB disk usage + IO budget monitoring

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5. Pre-deploy gates — code review before push (parked) 0/3

Critic agent: brief vs diff (Claude API, paid)

Parked. Reconsider once sections 1–4 are stable.

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Smoke test post-deploy (60s dry-run)

Parked.

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Auto-revert on crash

Parked.

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6. Pre-live gates — green checks before the first €100 of real money 7/12

✕

FIFO integrity shipped and stable

Superseded by S69 avg-cost migration (cb21179). FIFO accounting layer removed entirely; trigger sell now reads avg_buy_price. fifo_queue.py deleted. Strict-FIFO replay rimosso dalle dashboard.

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✕

Zero FIFO drift alerts for 7 days

Cancelled: FIFO drift can't exist without FIFO. Replaced by 'avg-cost identity Realized + Unrealized = Total P&L closing at the cent'.

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✕

Health check passes 100% for 7 days

Cancelled S69 with FIFO health check removal ('non voglio più sentire parlare di FIFO' — Board). Replaced by reconciliation Binance Step A + identità avg-cost.

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✓

Avg-cost contabile + identità Realized + Unrealized = Total P&L (S66)

Operation Clean Slate Step 1, 2026-05-08. Identità chiude al centesimo su 50 ops random. Test 5/5 verdi.

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✓

Sell-in-loss guard su avg_buy_price (brief 68a, S68)

2026-05-09. Doppio standard FIFO+avg-cost risolto. Test 8/8.

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✓

Strategy A simmetrico: no buy above avg + no sell below avg (S69)

2026-05-09. Ogni buy abbassa la media, ogni sell è profittevole.

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✓

sell_pct net-of-fees + sell ladder graduale (brief 70a, S70)

2026-05-10. Trigger Grid uniforme con fee buffer round-trip 0.2%, `_last_sell_price` ladder.

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✓

Wallet reconciliation Binance ↔ DB (Step A)

Brief S70 Step A shipped 2026-05-10. scripts/reconcile_binance.py + reconciliation_runs table. 26/26 ordini matched, 0 drift su 2 run.

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✓

Wallet reconciliation Step C (nightly cron Mac Mini)

Shipped S72 (2026-05-11). Cron 03:00 Europe/Rome attivo su Mac Mini, prima run automatica 2026-05-12 ok. TCC FDA per python3.13 abilitata S74.

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✓

DB retention stable

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P&L netto canonico (Strada 2 — fix realized_pnl per-riga + backfill avg)

Brief separato post-S70c. realized_pnl per-trade è gross (non sottrae fee sell); avg_buy_price ha bias residuo ~0.1% (fee buy implicita). Fix completo: 3-4h, backfill cumulato avg da inizio storia + verifica identità S66-style.

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Board approval (Max)

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7. Post-go-live monitoring — once real money is in, the work intensifies 0/4

Wallet P&L (Binance fetch_my_trades) reconciled with DB FIFO weekly

From go-live onward. Drift > threshold raises a Telegram alert.

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Spot-price drift alert (DB cost basis vs current Binance price)

From go-live onward.

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Daily wallet snapshot (USDT + holdings × spot) vs equity model

From go-live onward.

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Dust converter via Binance /sapi/v1/asset/dust

From go-live onward. Avoids real dust accumulating in the wallet.

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8. Process & log hygiene — what the DB checks can't see 1/6

✓

httpx / telegram loggers raised to WARNING in all entry points

2026-05-05. Found by accident: x_poster_approve.log was 23 MB after 19 days, with the Telegram bot token written in cleartext on every line. Root cause: httpx INFO logs every long-poll request as a separate line. Fix touched x_poster_approve.py + orchestrator + grid_runner + trend_follower.

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Log file size monitor (alert if a file > 50 MB or growing > 100 KB/day)

Would have caught the 23 MB x_poster_approve issue on day 2.

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Log noise ratio (% of httpx/telegram INFO vs application lines)

If noise > 95%, the logger is misconfigured.

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Process inventory drift (Python processes running > 14 days without restart)

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Credential leakage scan (tokens / secrets in log files)

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Log rotation on disk (compress or drop > 7 days)

Extends the DB retention pattern to filesystem logs.

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Phase 14

NewsKeeper — Brain #5

2/4

● active

The fifth brain, and the only one that reads words instead of prices. NewsKeeper watches crypto news the way Sentinel watches the order book — to spot trouble before it hits the chart. Crash analysis of May 18-22 showed Sentinel's signals are reactive (it sees the crash while it happens) while news signals are predictive (days of warning). Board decision S82 (2026-05-23): the system does not go live with real money until it reads the news. It runs as its own process (not orchestrator-managed), with its own Supabase table and its own loop — deliberately separate from Sentinel. · Standalone — added S83 (2026-05-24)

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NewsKeeper Sprint 1: RSS feed collection + regex classifier

S83, 2026-05-24 (commit 49473a9). 3 feeds (CoinDesk, CoinTelegraph, Decrypt), 15-min loop, standalone process on the Mac Mini. Pivot from CryptoPanic (free tier discontinued 2026-04-01) to zero-auth RSS. Classifier is regex-based with a known ~60% false-positive rate — shipped as-is for a 7-day observation window (data-first, calibrate later).

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NewsKeeper Sprint 2: Haiku-based classification (replace regex)

S94a (2026-06-01). Haiku assigns sentiment/severity per headline instead of keyword matching (~€1/month). The T+7 review then showed per-item severity was the wrong unit → it evolved into the v2 'barometer' (below).

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NewsKeeper v2 'barometer': 3-state aggregate regime (bear / neutral / bull) — shadow LIVE

S100 (2026-06-09, commit c8774db). Architecture C: Haiku decides each item's polarity, event-level dedup, confidence-weighted vote → one daily climate reading instead of per-item alerts. Runs shadow alongside v1 on the Mac Mini (not yet wired into Sentinel). Falsifiable gate: validate the regime flips against BTC's 24h forward price (NOT Fear & Greed — circular), verdict at T+14 (~2026-06-23) → promote (wire to Sentinel) or retire (→ /news + 'failed experiment' post).

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Strategy Orchestrator: unified Sentinel + NewsKeeper recommendations via Haiku

~4 CC sessions estimated. A Haiku layer that fuses the macro signals (regime + news) into a single recommendation stream the Board can read.

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Versione 1.49 — Giugno 2026 · last updated June 19, 2026