Tue Apr 28 Morning Handoff · Overnight Session 17

☀️ Tuesday Apr 28 — Morning Handoff

Generated: Tue, Apr 28 2026 · 12:20 AM EDT (overnight)

Session 17 overnight · 4 tasks executed under auto mode · 0 live sheet writes · 0 emails sent (1 draft saved)

Working dir: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH

🚨 LEAD WITH THIS — possible silent past-due

The May 1 Pre-fund subagent surfaced 3 v2 obligations dated Apr 27 + Apr 28 with blank Min Due fields ("NEEDS BALANCE"). These could be silently going past-due right now:

🚨 Citi Simplicity 0157 — due Apr 27 (yesterday)
🚨 Barclay AAdvantage — due Apr 28 (today)
🚨 USB Busn 7496 — due Apr 28 (today)

First action when you wake up: open each card's app/site, check actual balances + due dates, pay min if anything's truly due. Full detail: docs/MAY_AUTOPAY_PREFUND_2026-05.md § "OVERDUE-RISK FLAG".

Your morning sequence (in order)

#	Time	Action	Why
1	First thing	Open the 3 cards above, verify status, pay any past-due min	Stop interest accrual / late-fee bleed before anything else
2	~10:30 AM EDT	Open Gmail draft → Re: Eden Gardens — March 23 Package Review Required · Invoice #20028 → review → SEND	Frame locked in PICKUP. Mirrors Apr 24 escalation. Tight bump, no new arguments.
3	After Eden send	Read `docs/MAY_AUTOPAY_PREFUND_2026-05.md` in full · transfer pre-fund cash where flagged	$7,357 firm + up to $712 conditional needs to land by Apr 30 EOD across multiple accounts
4	Block out	Resolve 3 routing ambiguities flagged in May Autopay doc	Darchei (7792 vs 5609 conflict), Affirm Apple date discrepancy, Klarna Karp May 1 may already be paid
5	Whenever	Run `EDEN_FIX_OWNER_COLUMN_2026_04_26` in BOS v1 Apps Script editor (5 sec)	Restores Owner col on Eden's archived rows. Pending since Apr 26.
6	Wed prep	Mom's birthday tomorrow Apr 29 — card / call / gift	Family bumper

What landed overnight (4 tasks · 100% complete)

Task 1 — MIS Tab Audit ✅

File: docs/MIS_TAB_AUDIT_2026-04-28.md (313 lines, 33KB)

33 tabs audited. KEEP=19 · REPAIR=7 · RETIRE=4.

REPAIR list: Momentum_Engine (Action Flag thresholds too tight — composite max ≈45 vs threshold ≥42 means almost nothing qualifies "In Sync"); execution_playbook (filter leaking — emits BUY LMT for downtrend tickers like ABBV); Holdings (FILTER chain returning #N/A); VIX_OPEN_HISTORY + HIST_DAILY_SNAPSHOT (broke ~Apr 16, likely 10Y bleeding into VIX_Day_High); HIST_TRADE_LOG (type confusion — AMD Stop = "Saturday, July 7, 1900"); HIST_PLAYBOOK_V2 (archives Sector_Map content — misArchivePlaybookSummary_() bug).
RETIRE list: Setup_Engine + Playbook_V2 (header-only placeholders); Tab #34 (9-col Entry/Action signals abandoned 4/3/2026); Tab #35 (literal NO_HEADER orphan, 649 rows, no build function).
FSE-required tabs missing: FINAL_STATE_ENGINE · FINAL_STATE_HISTORY · SURFACE_CONFLICT_CHECK — confirmed not present (Session 1 creates these).

⚠️ Cross-cutting flags from Tab Audit

Version mismatch: file label v7.1 vs builder v7.6 vs controller v11.0f.
Stale CONTROL values: LAST_REGIME=EXTREME + LAST_VIX=27.29 while live Daily_Snapshot says VIX=18.02 NORMAL. FSE shouldn't read CONTROL until this is fixed.
Schema drift on Tickers!J: live header is "Current Earnings Date", Code.js:135 says "Next Earnings Date". A buildMIS() rebuild would clobber the column header and likely break misWireEarningsToTickers_().
🔒 Privacy: CONTROL tab has plaintext EARNINGS_API_KEY, SCHWAB_CLIENT_SECRET, SCHWAB_REFRESH_TOKEN. Sheet is private but tab-level sharing worth confirming. Phase 2 Blueprint §5.2 prescribes PropertiesService migration.

Task 2 — March 5 Formula Extraction ✅

File: docs/MIS_MARCH5_FORMULAS.md (370 lines, 22KB)

Drive MCP returns evaluated values, not raw formulas — confirmed and documented. To get the actual formula strings (Flow col AC, SACS col AZ, Snapshot Gate logic), you'll need to open Sheet 2 in browser and copy from formula bar. Section 8 of the doc lists the exact cells.
Sheet 2 is NOT a frozen snapshot — pulling live 2026-04-27 data (VIX=18.02, Total_Equity=16,238). The "regression" is column structure deletion in Sheet 1, not formula corruption in Sheet 2. Restoration = port columns + formulas FROM Sheet 2 INTO Sheet 1.
Important correction: mobile-Claude doc said Snapshot has 57 columns. Actual = 28 columns. The 57 figure may have been confusing Snapshot with Momentum_Engine (which has 56 cols).
Momentum_Engine confirmed intact in Sheet 2 — Flow varies 0–91, SACS varies −0.81 to 55.29, Sector populated, RS_SPY varies. Engine is fine; surface tabs are what got downgraded.
Reference_Rules tab is NOT visible to Drive MCP — markdown exporter skips key-value lookup tabs. You must screenshot this manually in Session 2.
execution_playbook in Sheet 2 has all decision fields confirmed (Entry Signal, Stop, Risk%, Target%, R:R, Shares, SACS, VSM, Flow, Trend, IPQ, Action Verdict, Reason, Action Notes). Trade Conclusion observed: "✅ HIGH CONVICTION BUY (Risk: 1.56%)" / "🛑 REJECT: Risk Too High (4.28% > 2.5%)".
Sector_Map "Proxy ETF" anchor IS present in Sheet 2 — 16-17 sector rows mapping to XLE/XLF/XLB/XLU/XLY/XLV/XLI/SOXX/XLRE/XLP/PEJ/CARZ/XLC. Restoration is small.

Task 3 — Eden Inv 20028 Follow-up Draft ✅

Draft thread: 19dd24fb905b649a (verified persisted via search_threads)

Subject: Re: Eden Gardens — March 23 Package Review Required Before Further Discussion · Invoice #20028
To: abe@edengardensorlando.com
CC: Huvie / Eli / Sharona / Mildred / Jessica (matches Apr 24 escalation list)
Frame: Tight bump. References Friday's email + Abe's "early next week" reply. Restates the 3-point position (56 days past due · memo + SOW are the docs · Friday asked for written response). No new arguments. Closes "Standing by for the written response."
Action: Open Gmail → Drafts → review → send around 10:30 AM EDT.

Task 4 — May 1 Autopay Pre-fund ✅

File: docs/MAY_AUTOPAY_PREFUND_2026-05.md (171 lines, 16KB)

Total pre-fund need: ~$7,357 firm + up to $712 conditional = ~$8,070 max by Apr 30 EOD for the May 1–7 window.

Hottest account: Chase 7792 — $3,381.82 needed for Darchei + BYAM May 1. Routing conflict: v2 sheet says Darchei pulls from 7792, but Apr 20 CSV forensics say it pulls from 5609 via WEB ID 9001723462. Verify before transferring.
$1,373.44 has NO Pay From assigned in v2 — National Grid Gas $831.77 (status "Urgent!"), Arievim $341.67, Agudah $200. Pick accounts before Apr 30.
Klarna Karp $134.99 May 1 may already be paid (memory shows "Paid Apr 17 from 1260 ✓"). Verify $0 balance before topping up 1260.
Affirm Apple date discrepancy — PICKUP draft says May 1 pre-fund, but memory + OBLIGATIONS.md show monthly debit on 23rd. Open Affirm app, confirm actual May date.
Mid-month $12,460 pile-up on Chase 5777 (May 15: Fifth Third + Selene + Shellpoint + William Penn) — outside today's scope but flagged for ~May 14 follow-up.

Commits + verifications

Repo / Surface	What	Status
`zee78900/hookstreet-workspace`	Overnight commit (3 docs + this briefing + CONTEXT addendum)	Will commit after this briefing saves
Gmail draft — Eden 20028 follow-up	Thread `19dd24fb905b649a`	✓ Verified persisted
Local outputs/	This briefing HTML	✓ Saved (gitignored — not committed)
Live sheets (1, 2, 3, 4)	Modifications	✓ NONE — all reads only
Apps Script functions	Runs	✓ NONE — auto mode constraint observed
Emails sent	Outbound	✓ NONE — Eden is draft only
Repo visibility changes	—	✓ NONE — stop-and-ask preserved

Open going into Tue Apr 28 day work

Lane	Item	Bumper
🚨 P0	3 possibly past-due cards (Citi Simplicity, Barclay, USB Busn)	First thing AM
Eden	Send the drafted follow-up	~10:30 AM
Cash	Pre-fund ~$8K across accounts by Apr 30 EOD	Apr 30
Personal	Mom's birthday Wed Apr 29	Today / tomorrow
BOS	Run EDEN_FIX_OWNER_COLUMN (5 sec)	Whenever
HOA	Sheila callback	Passive watch
MIS	FSE Session 1 (foundation, INTC end-to-end) — anti-80% rule, you must be present	Whenever you have a 90-min focus block
MIS Session 2 prep	Open Sheet 2 in browser, screenshot Reference_Rules + copy AC/AZ formulas from formula bar	Pre-work for Session 2

The 4 docs Sam should skim today

docs/MAY_AUTOPAY_PREFUND_2026-05.md — actionable, $8K decision
The Eden draft in Gmail — review tone before sending
docs/MIS_TAB_AUDIT_2026-04-28.md — surfaces the 4 cross-cutting flags + REPAIR list
docs/MIS_MARCH5_FORMULAS.md § 8 — exact cells to inspect manually for Session 2 prep

Source trail

Local file: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH\outputs\2026-04-28_00-20_briefing_morning-handoff-overnight.html
Companion Gmail draft: thread saved after this commit
Workspace repo last commit will be the overnight commit (timestamp ~12:25 AM EDT)
MIS repo: still at f27e839 on master (no overnight code changes — auto mode constraint)
Working dir: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH

Generated 2026-04-28 12:20 AM EDT · Claude Code Opus 4.7 (1M) · Session 17 overnight · 3 subagents + 1 self-task · all read-only · Sam asleep, no live blast radius