BOS v3 Runbook · Hook Street Ops
BOS v3 consolidation — the plan to run it
What this is: the concrete, fully-informed sequence to collapse the BOS into ONE clean sheet feeding the morning brief.
Generated: Tue, May 26 2026 · 7:45 PM EDT (NY) · Session: 39 cont · HEAD: 2346eb9
Built on: both .xlsx (notes/strategy tabs read end-to-end) · BOS code (v1/v2/v3-obligations.js) · CONTEXT/CHANNELS/WORKSPACE_AUDIT · 22 GitHub issues (esp. #2 cash-priority, #20).
One line: run the v3 module that already exists on your live v1 sheet, harvest v2's three planning tabs into it, fill the few missing numbers, archive the 19 bloat tabs, retire v2 + command-center — and wire v3's cashflow into the morning brief. One sheet, one brief, no twins. Adds zero new surfaces (honors issue #2: no new build, consolidate + prioritize cash).
1 · Target shape — 27 tabs → ~9
| v3 tab | Comes from |
|---|
| Obligations_v3 (ledger, installments first-class) | migrate the v1 Monthly Obligations tab; structure the Agudah / Ohr Chedva installments (today buried as Mildred_Start notes) |
| Cashflow_v3 (18-mo projection) | v3 code + harvest v2 CASHFLOW_ASSUMPTIONS |
| Dashboard_v3 (one dashboard) | replaces 5 tabs: Filtered View, Filtered_v2, Operating Map, Snapshot_Export, Dashboard |
| Seasonality_v3 | harvest v2 CALENDAR_SEASONALITY (Pesach/camp/tax/school spikes) |
| Strategy_v3 | harvest v2 STRATEGY_NOTES (debt snowball, 0%-leave-alone) |
| Settings_v3 | v1 SETTINGS + v2's richer CONTROL_PANEL (per-trigger + APR alerting) |
| Mildred_Start | keep (the daily briefing) |
| Archive_v3 | holds everything retired (no deletes) |
| Logs | keep SNAPSHOT/REPORT/ALERT as audit (cap the 807-row ALERT_LOG) |
Retired into Archive_v3: the 5 redundant views, the 5 REPORT_STAGING tabs (old email engine), the 6 bot-duplicated capture tabs (GROCERY/IDEAS/INPUTs — the bot does capture now), and the 2 empty tabs.
2 · The sequence (who does what)
- CLAUDE Re-read the LIVE v1 Google Sheet — the .xlsx I read are Apr 30 snapshots; confirm the current ledger before anything migrates.
- CLAUDE Enhance
v3-obligations.js — add the v2 strategy-tab harvest (Cashflow/Seasonality/Strategy) + installment structuring; clasp push. Additive; touches no live data.
- SAM Run
V3_BUILD_STRUCTURE in the Apps Script editor — builds the empty v3 tabs. (I can't run editor functions remotely.) Safe + additive.
- SAM Run
V3_MIGRATE_FROM_LEGACY — copies your ledger into Obligations_v3 + yellow-flags incomplete rows. Your old tabs are untouched.
- SAM Fill the gaps (the few numbers the sheets are missing — see §3) + the yellow rows.
- CLAUDE Verify the 18-month Cashflow_v3 math + Dashboard_v3 against reality (one ticker-style end-to-end trace).
- CLAUDE Archive the bloat into Archive_v3 (27→~9). No hard deletes.
- SAM Retire v2 + graveyard command-center — confirm no Daily Snapshot fired Wed; v2 triggers stay off; command-center → archive/graveyard.
- CLAUDE Wire Cashflow_v3 + due-this-week into the morning brief — the "money in it" step. The brief = tasks + calendar + money = the one place.
3 · What I need from you (the sheets are missing these)
The cashflow brain is a skeleton — these are
$0 / TBD today and only you have them:
- Chanie's income — CASHFLOW_ASSUMPTIONS shows $0; you've said ~$30K/mo. The whole runway is wrong without it.
- Monthly business + personal baselines (both $0 now).
- Installment cadences — Ohr Chedva ($1,420 left) cadence TBD; Agudah pay-from TBD.
- Reserve targets — tax / camp / holiday monthly set-asides (all $0).
- Seasonality amounts — rough $ for Pesach, camp deposits, back-to-school, tax.
You can hand me these by voice anytime — they don't block steps 1-4, only the cashflow accuracy.
4 · Safety
- Additive + reversible — v3 builds new tabs alongside your live ledger; nothing is overwritten or deleted.
- Live-first — I re-read the live Google Sheet before migrating (the .xlsx are stale).
- No hard deletes — bloat goes to Archive_v3 / archive-graveyard, never `rm`.
- Verify before retire — the old tabs stay until v3 is confirmed matching reality.
5 · Where this leaves the BOS
One sheet (v1 → upgraded to v3 inside it), one reporting surface (the bot's morning brief reading the v3 tabs), v2 + command-center + the 6 OS-attempt files all closed out. The "one place" you've been chasing — assembled from what already exists, not rebuilt.