# Handoff Primer — paste this into your other Claude Code session

**Generated:** Friday May 29, 2026 · 4:00 PM EDT · 13 Sivan 5786 · Parashat Nasso (Diaspora)
**By:** Claude Code session focused on MIS v2 (this session)
**For:** the new Claude Code session Sam wants to spin up

---

## Paste-able opening message (use this verbatim)

```
We're in C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH\ — a multi-system workspace.

Before answering, read in this order:
1. CLAUDE.md (full file — it's the workspace rules + the latest session-status block at "## CURRENT SESSION STATUS")
2. docs/CONTEXT.md (recent session entries — last 2)
3. docs/SCOPE_BACKLOG.md (open loops)
4. .claude/projects/C--Users-ztrei-OneDrive-2--Hook-Street-05--2026-BH/memory/MEMORY.md (memory index — scan for topics matching what I ask about)
5. .remember/now.md + .remember/today-2026-05-29.md (auto-captured session summaries)

There are TWO active Claude Code sessions on this workspace right now (per the "PARALLEL SESSIONS" section in CLAUDE.md). The other one (this primer's author) just finished a MIS v2 marathon. Don't clobber CLAUDE.md or shared docs — re-fetch + rebase before editing.

Heaviest recent context to know before answering anything MIS-related:
- MIS v2 is at deploy @45. Real lifetime P&L is +$22,447 (unrealized +$3,725 + realized +$18,722).
- Account labels JUST got corrected: 4073=SON (JackPancake), 5378=DAUGHTER, 720600=SAM personal (Invest n Save, larger), 5692/835692=JOINT (Sam+Chanie), 898/436=Schwab.
- Cost basis is now broker-authoritative from Fidelity Portfolio_Positions snapshot (lesson `feedback_broker_cost_basis_truth`).
- Dashboard is SLOW (4-5 min). Migration of heavy compute from GAS → Cloudflare Worker is queued, not done.

Sam's working in another session simultaneously and may ask you about MIS v2 even though that session is supposed to be a different topic. Defer to his direction but stay in-lane.

Key rules from memory (read the full files if topic-relevant):
- feedback_anchor_the_date — NEVER state Hebrew dates from memory; run scripts/now.ps1 (Hebcal)
- feedback_search_all_drive_mounts — file searches must cover BOTH OneDrive AND My Drive paths
- feedback_broker_cost_basis_truth — broker snapshot ALWAYS beats transaction-derived cost basis
- feedback_no_flattery_results_only — Sam hates encouragement padding; just ship and report results
- feedback_plan_mode_for_big_builds — anything bigger than one endpoint or one HTML edit → plan mode first
- feedback_twin_engine_mockup_pattern — build cloud-viewable mockups BEFORE wiring real UI
- feedback_ask_in_sets — when asking for direction, batch 3-5 questions via AskUserQuestion tool
- feedback_notify_format — Telegram pings are ONE-LINE headline + 1-2 lines + ONE action, 30-60 words

Tool reminders specific to this workspace:
- powershell -NoProfile -File scripts/tg.ps1 -Source Code -Title "<subject>" -Message "..."  → texts Sam via Telegram. **Always pass -Source** (Code/MIS/System/Pulse/Mom/Family/Bot/Custom) so Sam can tell at a glance which voice is talking. From Claude Code, default to -Source Code. See feedback_claude_to_sam_channels + feedback_notify_format.
- powershell -NoProfile -File scripts/now.ps1                → live clock + Hebrew date + parsha (Hebcal)
- powershell -NoProfile -File scripts/inbox.ps1 "QUEUE"      → reads Sam's live Personal Command Inbox

Tell me what you've already read and what Sam asked you to work on, then we'll go.
```

---

## Why I'm writing this primer

Sam said:
> "I'm gonna work at the other Claude session that I started that it's gonna be ready to have anything and everything that it has maybe you'll even give me the prompt of what to do in order to start over there."

This primer gives the new session a clean ground-truth boot. Without it, the new session would re-discover everything I've shipped (the cost-basis fix, the realized P&L, the account labels, the architecture explanation) and burn hours.

## What the new session should NOT touch (without coordinating with me)

- `MIS/v2/_gen.py` and `MIS/v2/Code.gs` — actively iterating
- `outputs/peek.html` — Scope page, actively iterating
- `ops-api/src/index.ts` — Cloudflare Worker
- `command-inbox/start-here.gs` and `mis-bridge.gs` — bot brain
- `CLAUDE.md` status block — I just updated it; other session has its own LevSMS-related entry below mine
- `outputs/mockups/` — 3 dashboard variants Sam needs to pick from
- `.claude/projects/.../memory/MEMORY.md` — append-only via the standard memory pattern

## Queue items the other session COULD pick up safely

- **Dashboard speed fix** — add PropertiesService cache (60s TTL) on misV2RiskHtml_, misV2BacktestHtml_, misV2FactorScoresHtml_, misV2HoldingsRiskHtml_, etc. Big perf win, low risk.
- **Schwab Positions CSV import** — Sam needs to export from Schwab. When he does, fold into `_import_positions.py` so the remaining 9-10 Schwab-only tickers also get broker-truth cost basis.
- **Generate MIS Morning Brief from v2 data** — match the v1 email format (BOTTOM LINE / YOUR HOLDINGS / MACRO PULSE / GAME PLAN / FOLLOW-UP / REGIME / FORWARD / SETUPS). Format reference captured in this session's notes.
- **Covered call teaching primer** — Sam asked for an interactive HTML page that lets him tweak strike/expiry/premium and see the three outcome scenarios. He doesn't currently have any 100-share positions, so use a hypothetical "if you owned 100 shares of AAPL right now."
- **Stitch MCP evaluation** — friend Daniel Teitlebaum recommended stitch.withgoogle.com for UI/UX. Memory `project_stitch_mcp_evaluation` has the context. If Sam wants to integrate, he generates an API key + MCP config.
- **Operator Cockpit MVP** — Waiting-on view, 8 AM Pulse digest, `docs/HOOK_STREET_ONTOLOGY.md` one-page doc.

## How to send Sam a Telegram from the new session

```powershell
powershell -NoProfile -File "C:/Users/ztrei/OneDrive/2. Hook Street/05. 2026 BH/scripts/tg.ps1" -Message "your one-line message here"
```

Use sparingly. Notify-format rule: ONE-LINE HEADLINE + 1-2 lines detail + ONE action/URL. 30-60 words. Prefix with SHIPPED/FIXED/NEEDS YOU/FYI.

## Live URLs the new session should bookmark

- **MIS Dashboard:** `https://script.google.com/macros/s/AKfycbwUeHzfU7GPJJv02frPIiJ3UxWJq7JTkuTD97lChCw4vZFYB8ltPvt2lt4EFk0H9aUS1g/exec?token=mv2-run-7Kq9xP2Lz!!!&view=1&fn=dashboard` (slow but works)
- **Scope (fast Cloudflare-rendered version):** `https://ops.hookstreetservices.com/peek.html`
- **Portal home:** `https://ops.hookstreetservices.com/home.html` (now has Next Move card at top)
- **Mockups Sam needs to pick from:** `https://ops.hookstreetservices.com/mockups/2026-05-29_mis-dashboard-A-cockpit.html` + `/B-briefing.html` + `/C-minimal.html`
- **Full MIS status report:** `https://ops.hookstreetservices.com/2026-05-29_15-01_briefing_mis-status-compact.html`

---

That's it. The new session is now caught up.