Recap Β· πŸ“ˆ MIS β†’ 🐝 Worker Bee handoff

MIS Window COMPLETE β€” state, dispatches, Sunday plan

Generated: Friday, June 12 2026 Β· 6:20 PM EDT (NY) Β· Session 45 pt 2 (remote-control)
Workspace commit 0d4ab81 Β· MIS repo ac4e444 Β· engine deploys @93β†’@99 Β· Worker ed0f161b

State at close best ever

  • SYSTEM_HEALTH GREEN 0 red / 0 yellow β€” first time ever. 27/27 tickers scored, full quote coverage.
  • Recon GREEN all 5 accounts Β· equity $21,725 broker-verified (reseeded from the 6/12 5:31 PM Position Summaries; SPCX at real fills).
  • The 6/4 freeze window is COMPLETE: RE-AUTH βœ… β†’ Gate D βœ… β†’ FLOOR $250 βœ… β†’ STOP. Sam then opened the NEXT window ("yes β€” start now"); step 0 done tonight.
  • 2.5%/mo clock re-anchored clean: $0 of $362 earned, 11 trading days left (~$33/day).
  • SPCX positions: son 1.854 @ $161.76 Β· joint (Sam) 2.176 @ $160.81 Β· daughter's $300 landed, UNSPENT.

Shipped today (deploys @93β†’@99 + Worker Γ—3, zero verdict drift on each)

ShipWhat
fn=book + edge routePer-account holdings w/ today's %/$ β€” now rendered ON Cloudflare from fn=book JSON (never proxy HtmlService; Sam's blank-box screenshot). 0.07s loads. New bookmark = the Worker URL (in Sam's Telegram).
Gate DAfter-hours dual header; regular_pct from prevClose in every v8 branch; POST-branch live-verified after the close.
FLOOR $250RED needs diff%>3% AND diff$>$250 β€” nuisance REDs dead (Sam signed off).
5/5 morning testfn=mtd 2.5% clock + drawdown escalation gauge + sector roll-up + named trim list, in the brief.
MIS#9 ledgerRECO_HISTORY: engine's calls logged on every brief-send, scored at 1/3/5 days. GH issue #9 CLOSED.
fn=stopsuggestTrailing-stop tighten suggestions (levels only). All 27 names have engine stop levels post-rebuild.
Trade-import fixDollar-denominated orders + partial fills were INVISIBLE to the importer β€” found via the real SPCX emails, fixed; dedup by msg-id. Auth path = the daily 5:30 PM trigger (web app can't Gmail by design). Sunday's run sweeps the SPCX prints into TRADE_LOG.
Window-after step 0Production COPY made (Drive id 1Xg1Mefl…) + #15A baseline frozen to repo (MIS/docs/BASELINE_15A_2026-06-12_*.json).
Doc-rot repairMIS README banner β†’ current truth Β· MIS_SYSTEM_STATE retired Β· FOLDER_INVENTORY +v2/ Β· thesis addendum Β· FINAL_STRUCTURE superseded Β· roadmap/beacon re-stamped.

🐝 Dispatches β€” what the Bee should track/route

ItemOwnerDetail
3 new Action cards queued tonightSam(1) Mon: daughter $300 SPCX Β· (2) reply 5 account display names Β· (3) 30s delete of v1 CONTROL plaintext creds (MIS is scope-blocked from that sheet).
Schwab token expiry ~Jun 19Sam (5 min)Refresh token lasts ~7 days from today's re-auth β€” lands during/right after the Orlando trip (Jun 14–16). Automated warning rides the warm trigger; Bee should expect it and nudge.
ops-api Worker co-tenancy🧠/#042 lane FYIMIS added /mis/book (edge renderer + KV keys cache:misbook:*) and MIS_EXEC_URL / MIS_RUN_TOKEN secrets to the SHARED Worker. No other routes touched. Coordinate before any #042 refactor of index.ts.
Monday verifyπŸ“ˆ next MIS sessionTRADE_LOG has the 4 SPCX prints after Sunday 5:30 PM trigger Β· daughter's buy executed Β· son's partial-fill bookkeeping correct.
Sunday sit-down (window Β§5b)πŸ“ˆ MISF absolute-score conversion ON THE COPY β†’ 50/183/250 scale tests β†’ v3 off-sheets (Schwab real-time on the Worker) β†’ min-history gate (SPCX day-1 verdict = noise) β†’ System_Health tab β†’ STOP. Production swap stays NO.
Hygiene leftoversπŸ“ˆ MISDHI mis-sectored "ETFs/Indices" by fillsectors Β· roadmap Β§5.7 hygiene batch unreached Β· RUN_TOKEN rotation still wants its own coordinated window (token is in repo python files + URLs).

Risk flags (don't let these surprise Sam)

  • SPCX day-1 verdict is NOISE ("TRIM near 52wk high" on ~4h of history) β€” ignore until history fills; min-history gate queued for Sunday.
  • Jun 15 = $9,854 mortgage cluster β€” MIS advised NO new margin buys Friday; book is at 1.45Γ— leverage on 600.
  • SPCX trades are unsettled (T+1) β€” cash lines in 4073/5692 reflect netting, will look different on Monday's statements.
Source trail
File: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH\outputs\2026-06-12_18-20_recap_mis-window-handoff-to-bee.html
Workspace commit: 0d4ab81 Β· MIS repo: ac4e444 Β· Working dir: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH
Live reads this session: fn=health Β· fn=portrecon Β· fn=brief Β· fn=book Β· fn=mtd Β· fn=recoscore Β· fn=stopsuggest Β· /mis/peek Β· Fidelity emails (4 fills + 4 summaries)