Portal Experience Rethink — from Sam's live review (2026-07-02, fast-day morning)

Sam did a full recorded walkthrough of his portal. This is the captured spec — the real "make the whole thing better" build. Do it properly (not piecemeal). Pairs with the surface-quality sweep + homepage-rethink cards.

Corrections captured

• Smart device to verify = Akko (not "Echo"). Card #426: verify Akko registration.

HOME PAGE

• Markets tile: stop pinning NVDA on top — it's a hardcoded ?sym=NVDA default. Show Sam's real top holding / the market, not a fixed bellwether. Sam wants on the main portal, always visible: the market, VIX, gold (or surfaced via the brief). Clarify what "verdict mark" is + how detailed it should be.
• Cash on hand: now has totals + a "manual obligations" block = the loans Fable FOUND (Fifth Third, Shellpoint, Selene, US Alliance HELOC) that aren't in Plaid. Sam wants to add Chase back in to test completeness. Reconcile "manual obligations" naming (it's really the mortgage/loan block).
• Open loops: the tile says 228 (total open) while the top strip says 92 (cash-now / P0 / P1 filtered subset). Both real, different scopes — but confusing; label them so Sam knows which is which.
• Calendar Today / Next-7: today now shows the Monsey event (the calendar wiring works). Sam unsure if "Today" pill vs "next 7 days" vs the P0-due-today footer are distinct or the same — consolidate the day/week presentation so nothing's missed. week.html is still STATIC (doesn't read calendar) — wire it.
• The core ask: "rework how this all looks and is presented so I don't miss it and it's used properly." = the homepage-rethink (lead with the ONE thing, not a launcher wall).

STR / CHECK-INS (home tile + str.html)

• Currently shows next 45 days. Sam ALSO wants: last 7 days + any open tasks / outstanding maintenance per property, brought into the same view.
• Calendar shows "9312 · Reserved / 9332 · Reserved" — Sam likes it but it doesn't say check-in vs checkout vs currently-in-house. Make each say which. And on bookings, always show who is CURRENTLY IN, not just "X upcoming."

CASH FLOW (cashflow.html) — "something I really wanted"

• APR display FIXED (was showing 0.22% for a 22.49% card — sheet stores fractions).
• Sam wants: obligations shown a different way (not just the list); income blended in — and tagged by WHOSE it is (Sam / wife / children); the whole in/out picture. Possible rethink of the layout. This is the money surface he cares most about — treat as a real design pass.

APP LIBRARY (apps.html) — the clearest consolidation win

• "Too many different live web apps / mockups / styles." Sam wants ONE page that shows all the different mockups/markups together so he can see the styles in one place, instead of a sprawl of tiles. Consolidate the mockup/style surfaces into a single gallery; keep live apps separate from mockups.

LIBRARY (home) — "how to use the bottle... intention, design"

• The how-to/Library surface needs intention: how to use each thing, design. (Bottleneck Review how-to etc.)

MILDRED PAGE (already partly fixed; more from this review)

• "Shared with you" DUPLICATES the task cards → dedupe.
• Bookings need CURRENTLY-IN-HOUSE.
• Tell her tasks/shared items are TAPPABLE (she didn't know).
• Done cards closed 7/2: Alex $375, pets (Sam did), Natalie (standing). Board lighter.

EVERYTHING / WHAT-CHANGED (everything.html) — Sam LIKES this

• "Actually pretty cool." Questions: how often does 🟢 NEW update + how long stays NEW + are all links working. Truth: it's hand-maintained (loop 38-K6) — NEW stays until edited. Fix = the auto-index generator (walks outputs/, real dates, auto-expires NEW). This is the durable fix.

SCRAPBOOK — Sam: "maybe helpful, not sure what you did different"

• Sweep shipped: 2-col on small phones. Proposed (HELD for Sam): swipe-left=done / swipe-right=defer + 4s undo, P0 weighted bigger, long-press re-file. Sam decides.

THE 30-DAY REVIEW Sam asked for (separate big job)

• Go through the last 30 days of the command inbox: what came in / out, his comms with Claude + the bot + Mildred, what can be completed/closed. HOA / Asher / Di Masi has been mentioned many ways — consolidate into ONE categorized thread (who to work with, next action, get to resolution). This is a dedicated review pass.

SKILLS

• Update/redo the skills (his read). (KB health-check covers; already synced 7/1.)

Build order (proposed): (1) quick fixes — NVDA-top, reserved in/out+in-house-now, APR done, open-loops labels; (2) the auto-index generator (fixes everything.html "how often does it update" for good); (3) cashflow income-blend + money rethink; (4) app-library mockup gallery; (5) homepage presentation rethink; (6) the 30-day command-inbox review + HOA/Asher consolidation. Don't do all at once — one clean pass each, Sam sees each.