78 lines
4.7 KiB
Markdown
78 lines
4.7 KiB
Markdown
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# Handoff — Investor Flow (2026-07-01)
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## Current State
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**Orchestrator:** qwopus35b (remote, 131K context)
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**Implementer available:** ornith-35 (omlx/local, 131K context)
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**Default model:** ornith-35
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## What Was Done
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### Defect Fix
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- Fixed ADR-0007 footer in RiskEngine — appended `ADR_0007_FOOTER` to all 4 recommendation paths and updated test to verify actual footer text presence. All 35 tests pass.
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### Task Preparation (All Pending Tasks Now Have SPEC.md + Are in Implement Phase)
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19 tasks written with SPEC.md files, all in `implement` phase:
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**Ornith's domain (backend adapters, deep modules):**
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- sec-edgar-adapter-and-filings-panel-m6 — Wire EdgarAdapter to tRPC + filings panel
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- options-adapters-and-options-dd-panel-m3 — Options adapter + M3 DD panel
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- x-cookie-adapter-and-sentiment-feed-m8 — X/Cookie + Reddit adapters + sentiment feed
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- universe-evaluator-filter-screener-strategy-screener — Universe evaluator + screener (M15a+b)
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- sector-confirmation-via-screener-crosslink — Screener + rotation cross-link
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- institution-flow-engine-and-insider-stream-m4-m5 — Institution flow engine + insider stream
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- options-convexity-sleeve-m17 — 5-state options unlock + convexity sleeve
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- strategy-lab-and-backtest-m16 — Strategy authoring + backtest engine
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- thesis-monitoring-l1-timeline-alerts — L1 thesis monitor + timeline alerts
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- derisking-strategy-library — 6 derisking strategies
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- macro-module-m18 — FRED adapter + regime classifier + commentary
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- docker-compose-deployment — Docker Compose target
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- investor-flow-build — Build pipeline + CI
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- backfill-integration-test — End-to-end backfill test
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- yfinance-adjustments-parse — Adjustments categorization
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**My domain (UI panels, orchestration):**
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- alerts-v1-alertengine-hybrid — AlertEngine hybrid (event-driven + polling)
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- mobile-companion-m19 — Mobile companion UI
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- watchlist-portfolio-shell-panels-m9-m10 — Watchlists + portfolio + journal
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- reports-research-note-m11-html-v1 — HTML research notes
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## What Needs to Be Done Next
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### Priority Order (dependencies from DECOMPOSITION.md):
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1. **sec-edgar-adapter-and-filings-panel-m6** (ornith) — unblocks slices 7, 8
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2. **institution-flow-engine-and-insider-stream-m4-m5** (ornith) — unblocks slices 8, 17
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3. **options-adapters-and-options-dd-panel-m3** (ornith) — unblocks slice 19
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4. **x-cookie-adapter-and-sentiment-feed-m8** (ornith) — unblocks slice 17
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5. **universe-evaluator-filter-screener-strategy-screener** (ornith) — unblocks slices 13, 14
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6. **sector-confirmation-via-screener-crosslink** (ornith) — depends on 9 + 13
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7. **options-convexity-sleeve-m17** (ornith) — depends on slice 15 + 18
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8. **strategy-lab-and-backtest-m16** (ornith) — depends on slice 11
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9. **thesis-monitoring-l1-timeline-alerts** (ornith) — depends on slices 17, 18
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10. **derisking-strategy-library** (ornith) — depends on slices 19, 21
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11. **macro-module-m18** (ornith) — depends on slice 18
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12. **docker-compose-deployment** (ornith) — depends on slice 22
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13. **investor-flow-build** (ornith) — infrastructure
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14. **backfill-integration-test** (ornith) — testing
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15. **yfinance-adjustments-parse** (ornith) — adjustments parsing
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16. **alerts-v1-alertengine-hybrid** (orchestrator) — depends on slices 7, 9, 16, 18
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17. **mobile-companion-m19** (orchestrator) — depends on slices 17, 18, 22
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18. **watchlist-portfolio-shell-panels-m9-m10** (orchestrator) — depends on slices 3, 4
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19. **reports-research-note-m11-html-v1** (orchestrator) — depends on slice 18
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### Key Issues to Be Aware Of
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1. **Guard blocks pi --print on decomposed tasks** (P0 Issue 1) — Cannot use `pi --print` to implement sub-tasks directly. Only loop-runner daemon works.
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2. **Loop runner defaults to opencode, not pi** (P0 Issue 2) — Need to configure harness.command in loop.json if using pi dispatch.
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3. **No "implement-decomposition" loop template** (P2 Issue 6) — Only ci-triage and self-improvement templates ship. Need to create one.
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4. **Slice sizing too large for single model dispatch** (P2 Issue 7) — Each slice needs to be broken into micro-dispatches sized for the model's coherence window (~43k tokens).
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### Model Switching Notes
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- Both models are reachable: ornith-35 (omlx/local), qwopus35b (remote)
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- Current default is ornith-35
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- The guard blocks headless pi dispatch on decomposed tasks — use loop-runner if available
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- If switching to a different model, update .automaton/models.json accordingly
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### What to Work On First
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Start with the SEC adapter + filings panel (ornith). This is the foundational piece that unblocks many downstream tasks. The SPEC.md already exists in `.automaton/tasks/sec-edgar-adapter-and-filings-panel-m6/SPEC.md`.
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After that, work on the institution flow engine — it's the next critical dependency for alerts and dashboard rollup.
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