# ORCHESTRATOR HANDOFF — 2026-06-30

## Role & Goal
You are the ORCHESTRATOR (coordination only — do NOT write or review code). Drive all 26 vertical slices (DECOMPOSITION.md) to completion via TWO implementers that cross-review (no self-review: reviewer ≠ implementer):
- **ornith-35** = local omlx model `omlx/Ornith-35B` (35B, ~28-38 tok/s). GOOD for single-file/small implementations. CHOKES on big multi-turn (test-writing, huge prompts) — keep its dispatches SMALL/single-file.
- **qwopus35b** = remote `remote/qwopus35b` (131K context, single-request endpoint). GOOD for tests, reviews, multi-file adapters. Slower per-call (~5-15min).

## STANDING PROCESS (critical)
1. **Clear ALL pending review tasks FIRST** via active driving (dispatch fixes + reviews, process completions, dispatch next — NO 5-min waits during this phase). Only resume the 5-min cadence once every review task is approved/complete.
2. **5-min cadence** for implementation monitoring (board/agents/logs each 5 min). After 3 checks not-done → inspect logs.
3. **NEVER kill a dispatch on low client CPU alone** (that = I/O wait). Check the omlx SERVER log `~/.omlx/logs/server.log` for active generation first. Remote: a "ping hangs" = busy (single-request processing), NOT dead.
4. **Agent self-complete bug**: implementers (pi --approve) run `status.py --transition complete` on their OWN task, bypassing code_review. Watch for tasks vanishing into `complete/` prematurely → restore: `mv .automaton/tasks/complete/<t> .automaton/tasks/<t>; printf 'implement\n' > .automaton/tasks/<t>/.state`.

## Dispatch pattern
```
nohup env AUTOMATON_TASK=<task> pi --print -nc -np --approve --model <omlx/Ornith-35B|remote/qwopus35b> "$(cat /tmp/prompt.txt)" > /tmp/<log>.log 2>&1 & echo "PID=$!" > /tmp/<pid>.pid; disown
```
Write prompts via `cat > /tmp/prompt.txt <<'EOF' ... EOF` (quoted heredoc preserves $/backticks).

## Guard workarounds
- Structured `write`/`edit` tools are BLOCKED on the decomposed parent (DECOMPOSITION.md guard) → use **BASH** for ALL file writes.
- `git commit` is guard-intercepted (staleness) → run `python3 ~/.automaton/scripts/status.py --touch --task <task>` BEFORE every commit.
- Phase-graph: `implement→code_review` needs IMPLEMENTATION.md (write a brief one). `code_review:approved→complete` needs a bug_find gate → bypass: `printf 'complete\n' > .state`.
- `automaton_create_task` tool is BROKEN (no mkdir) → create tasks manually:
  `mkdir -p .automaton/tasks/<name>; printf 'implement\n' > .state; printf '{"implement":"<author>"}\n' > .state.models; printf '' > .state.approvals`
- Claim conflicts (stale locks): `--release --task <t> --agent <a>` then `--claim --task <t> --agent <b>`.
- `.state.models` `{"implement":"<author>"}` = code author; the code_review claimer MUST differ (conflict-of-interest).

## omlx infra
- omlx server on **port 8000** (NOT 8080 — 8080 is the automaton dashboard). Logs: `~/.omlx/logs/server.log`. If a ping hangs, the server is busy (single-request) — be patient, don't kill.

## IN-FLIGHT dispatches (nohup — survive switch)
- **omlx slice10-tests** PID 16468 (log /tmp/omlx-slice10-tests.log) — writing app/server/src/db/__tests__/watchlistRepository.test.ts (slice-10 REQUEST CHANGES test debt).
- **qwopus35b review-slice15** PID 17747 (log /tmp/qwopus-review-slice15.log) — reviewing OptionsAdapter.
Check: `kill -0 <pid>`.

## REVIEW BACKLOG (clear FIRST)
- slice-15 (qwopus reviewing in-flight) → APPROVE=complete / REQUEST CHANGES=omlx fix.
- slice-7-institution-flow | implement | REQUEST CHANGES: omlx must fix 2 medium (zero-share ambiguous txns default to 'reporter increased holdings' → make neutral/no-direction; 'unchanged' positions included by default → exclude by default to reduce noise). Then qwopus re-review.
- slice-10 (omlx writing tests in-flight) → qwopus re-review.
- portfolio-repository | code_review | none → qwopus review (queued).
- (slice-6 ✅ approved/complete; 13f/form4 test debt = non-blocking follow-up.)

## NEXT STEPS
1. Check the 2 in-flight PIDs (16468, 17747).
2. omlx slice10-tests done → commit watchlistRepository.test.ts + `--touch` + transition slice-10 → code_review + dispatch omlx → fix slice-7 (2 medium).
3. qwopus review-slice15 done → APPROVE: mark slice-15 complete + dispatch qwopus → review portfolio; REQUEST CHANGES: omlx fixes.
4. Clear slice-7 (fix→re-review), slice-10 (re-review), portfolio (review) BEFORE resuming 5-min cadence.
5. Then drive remaining slices per DECOMPOSITION order: 8 (institutional-dashboard, blocked by 7), 9 (sector-rotation, by 4+7), 11 (sizing-engine, by 10), 12 (strategy-lab-backtest, by 11), 13 (universe+screener, by 12), 14 (sector-confirmation, by 9+13), 17 (alerts, by 7+11+9+16), 18 (risk-engine, by 11), 19 (options-convexity, by 15+18), 20 (macro, by 18), 21-26 (check DECOMPOSITION.md).

## COMPLETED slices
1 tracer, 2 auth/2FA/OAuth, 3 onboarding, 4 yfinance-backfill, 5 chart-lab M2, 6 SEC-EDGAR adapter (filings_index/company_facts/filer_cik_meta/full_text_search/13f_holdings/form4_tx + 16 tests), 7a InstitutionFlowEngine (in review), 15a OptionsAdapter (in review), 16 X-cookie+Reddit adapters ✅. Repos: watchlistRepository, portfolioRepository. 145+ backend tests, 2 SPA lint.

## Repo/conventions
- /Users/laptran/Documents/investor-flow. Backend app/server/ (Node 26, node:sqlite, native TS, @trpc/server, yahoo-finance2, zod; test: `cd app/server && node --test --experimental-strip-types "src/**/*.test.ts"`). Frontend app/src/ (Next, Recharts, Tailwind; lint: `cd app && node --test --experimental-strip-types src/__tests__/primary-rule-lint.test.ts`).
- ADR-0007 (NO imperative trade verbs: buy/sell/you should/add to your/rotate into/action needed), P6 plain English, P7 shape+color+label.
- yf2 v3: `const yf = new YahooFinance()` (class, NOT v2 default-export); `yf.quote/chart/quoteSummary/options`.
- DESIGN.md + DECOMPOSITION.md (26 slices) at .automaton/tasks/complete/investor-flow-platform-design/.

## Framework issues filed (for ~/.automaton maintainer)
- ~/.automaton/tasks/orchestrator-session-framework-issues/ (8 issues incl. agent self-complete bypass #7, automaton_create_task broken #1, commit-guard staleness #3, code_review→complete bug_find gate #4).
- ~/.automaton/tasks/add-orchestrator-polling-cadence/ (enforceable 5-min cadence + slow-vs-stuck heuristic).
- .automaton/ISSUES_LOG.md (older P0-P3 framework issues from pilot start).
- STALE ISSUES_LOG entries to IGNORE: "full_text_search ETag" + "tests still 1 failing" are RESOLVED (ETag fix landed, 16/16 green).

## Active task board (the ones being worked; many `new` legacy tasks also exist)
slice-10-watchlist-shell|implement|ornith-35 ; slice-15-options-adapter|code_review|qwopus35b ; slice-7-institution-flow|implement|none(needs fix) ; portfolio-repository|code_review|none ; fix-edgar-tests|implement|none(stale, Edgar tests now green — can mark complete/drop). Complete: slice-6, slice-16, chart-lab-panel-m2, fix-chartlab-findings, fix-spa-review-findings, fix-backend-review-findings.