This is a great clarification. James is saying:
1. There's already a local Python endpoint running on the Mac Studio that provides quota data
2. The ESP32 polls this to render the display
3. I (Nano) could poll the same endpoint to:
   - Know which model/effort level to use (route work based on remaining quota)
   - Know when quota resets
   - Know when usage is below average ("excess" quota) → proactively use that excess to advance projects

This is more actionable than I thought. The endpoint already exists - I just need to know its address.

The really interesting insight here is the "excess quota" angle: if the burn rate is below the smooth burn-down curve, that's "free" capacity I could use proactively to advance portfolio work.

This is essentially load-balancing with idle capacity - instead of running the portfolio advancement loop on a fixed schedule, I could trigger it opportunistically whenever quota headroom appears. That actually maps nicely onto the Tier 2 advance-one-stage loop already defined in PLAN.md, just made reactive instead of time-based.

To make this work, I need to figure out the endpoint URL, what format it returns the quota data in, and then build a simple routing table that maps current usage levels to which model or effort tier to activate. Now I need to put together a concrete, actionable plan that's easy to reference, and I should ask for the specific endpoint URL and data format so we can actually implement this quota-aware routing system. I'm also realizing this ties directly into the portfolio's existing Tier 2 advancement mechanism—except instead of running on a schedule, it triggers opportunistically whenever quota headroom appears.


<message to="telegram-mg-17796">That changes the picture — if the endpoint is already running locally, this is buildable now, not backlog.

The design is simple:

**1. Quota-aware model routing**
Poll the CodexBar endpoint before spinning up any agent work. Map remaining quota → model tier:
- High quota → Claude freely
- Mid → Gemini/GPT-4 for bulk, Claude for final judgment
- Low → LM Studio for simple tasks, Claude reserved for critical-only
- Near reset → hold non-urgent work, let it reset

**2. Opportunistic portfolio advancement**
When burn-rate is below the smooth curve (you have "excess"), trigger a Tier 2 advance-one-stage run on the highest-priority unblocked project. This turns idle quota into shipped progress automatically — no fixed schedule needed.

This is basically the Tier 2 loop from your PLAN.md, but quota-driven instead of time-driven. Much smarter.

**To build it I need:**
- The endpoint URL and what it returns (sample response would help)
- Whether it's accessible from inside my container or only on localhost on your Mac (and if localhost, whether Tailscale bridges it)

What's the endpoint address?</message>


<context timezone="America/Chicago" />
<message id="1066" from="telegram-mg-17796" sender="James Lopez" time="Jul 7, 2026, 8:45 AM">There’s probably multiple ways to find this address. I don’t have it with me off the top of my head but maybe you can look inside the EP the Codex bar ESP 32 folder may be inside the.EV file or the serve.PY file or some other file or maybe you can just look at the in point served up by the same local machine to see which ones are are available there there can’t be that many. Maybe you can find this on your own.</message>


James wants me to find the CodexBar-ESP32 endpoint on my own. He suggests:
1. Look inside the CodexBar-ESP32 folder (at ~/projects/CodexBar-ESP32/)
2. Check .env file, serve.py, or similar files
3. Or scan local ports to see what's running

I can't access ~/projects/CodexBar-ESP32/ yet because the mount isn't working. But wait - I could try to read local services running on the Mac via some other means.

Actually, now that I think about it - we haven't resolved the mount issue yet.

Since the projects directory isn't mounted, I can't read the source files directly. But I could try scanning localhost ports to find what's running, check my second-brain wiki for any documented endpoints, or use what I know from repo-awareness about CodexBar-ESP32 — it's a hardware display for monitoring Claude usage quotas that shows current quota at a glance. The local Python endpoint serving data to the ESP32 is probably running on a standard port.

I'm in a Docker container though, so I'll need to use `host.docker.internal` to reach the Mac host's services, or try scanning a few likely ports like 8080, 5000, or 3000 to find what's actually running.


On it — scanning for the endpoint now.


Message sent to telegram-mg-17796 (id: 1079)


Bash

for port in 5000 8000 8080 3000 5001 7777 4000 9000 6000 1337 8888; do
  result=$(curl -s --max-time 1 "http://host.docker.internal:$port" 2>/dev/null | head -c 200)
  if [ -n "$result" ]; then
    echo "PORT $port: $result"
  fi
done

Scan common ports on the Mac host for running local services


PORT 5000: {"error":"credential_not_found","hostname":"host.docker.internal","message":"No credentials configured for host.docker.internal in OneCLI.\n\nA pre-built link is provided in the `secret_url` field, pr
PORT 8080: <!DOCTYPE html>
<html lang="en">
<head>
  <meta charset="UTF-8" />
  <meta name="viewport" content="width=device-width, initial-scale=1.0" />
  <title>Projects</title>
  <link rel="icon" href="data:im
PORT 3000: Not found


- Port 5000: OneCLI proxy (not the CodexBar endpoint)
- Port 8080: That's the Projects server (a webpage listing projects)
- Port 3000: Some service but returns "Not found"

None of those look like the CodexBar endpoint. Let me try more ports, particularly ones common for Python Flask/FastAPI apps. The CodexBar-ESP32 project probably uses a simple port.

Let me also check the second-brain wiki for any reference to the CodexBar endpoint, or look at ports that were showing activity.

Let me try more ports and also look for something that returns JSON usage data.


Scan more ports for CodexBar endpoint


PORT 8081: <!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover">
<meta name="theme-color" content="#030a15">
<tit
PORT 7000: {"error":"credential_not_found","hostname":"host.docker.internal","message":"No credentials configured for host.docker.internal in OneCLI.\n\nA pre-built link is provided in the `secret_url` field, pr


# Check port 8081 more - looks like an app
curl -s --max-time 2 "http://host.docker.internal:8081" | head -c 500
echo "---"
# Also try common CodexBar/quota related paths on ports we found
curl -s --max-time 2 "http://host.docker.internal:8081/usage" 2>/dev/null | head -c 300
curl -s --max-time 2 "http://host.docker.internal:8081/data" 2>/dev/null | head -c 300
curl -s --max-time 2 "http://host.docker.internal:8081/api" 2>/dev/null | head -c 300

Investigate port 8081 - looks like an app


<!DOCTYPE html>

<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover">
<meta name="theme-color" content="#030a15">
<title>Pool Filter Monitor</title>


Expand Roadsense to new areas and plan public launch


# Pool monitor on 8081. Look for more ports - try higher ranges and specific ones
for port in 3001 3002 4200 8765 9876 1234 12345 11000 10000 8008 8090 8099 8100 5555 5678 9090; do
  result=$(curl -s --max-time 1 "http://host.docker.internal:$port" 2>/dev/null | head -c 150)
  if [ -n "$result" ]; then
    echo "PORT $port: $result"
    echo "---"
  fi
done

Scan more port ranges for CodexBar endpoint


PORT 3001: <!DOCTYPE html><html lang="en" class="h-full antialiased"><head><meta charSet="utf-8"/><meta name="viewport" content="width=device-width, initial-scal
---
PORT 3002: <!doctype html>
<html lang="en">
  <head>
    <meta charset="UTF-8" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0, viewp
---
PORT 1234: {"error":"Unexpected endpoint or method. (GET /)"}
---


# Port 1234 returns JSON - likely LM Studio! Check 3001 and 3002 titles, and probe 1234 for usage endpoints
curl -s --max-time 2 "http://host.docker.internal:3001" | grep -o '<title>[^<]*</title>' | head -3
echo "---3002---"
curl -s --max-time 2 "http://host.docker.internal:3002" | grep -o '<title>[^<]*</title>' | head -3
echo "---1234 models---"
curl -s --max-time 2 "http://host.docker.internal:1234/v1/models" 2>/dev/null | head -c 200

Check titles for 3001/3002 and probe 1234 as LM Studio


<title>RoadSense</title>
---3002---
<title>HyperFrames Studio</title>
---1234 models---
{
  "data": [
    {
      "id": "gemma-4-12b-coder-fable5-composer2.5",
      "object": "model",
      "owned_by": "organization_owner"
    },
    {
      "id": "google/gemma-4-26b-a4b-qat",
      "ob


Found interesting things:
- Port 3001: RoadSense app is running!
- Port 3002: HyperFrames Studio
- Port 1234: LM Studio (confirmed - has Gemma models)

Still haven't found the CodexBar endpoint. Let me look at what ports I haven't tried. The CodexBar-ESP32 project is a Python server. Let me try some Python-specific ports and also look at a broader range.

Actually, the second-brain wiki says: "CodexBar-ESP32 — always-on hardware display". It must be running persistently. Let me try a few more specific ports.
The RoadSense app on port 3001 is particularly relevant since that's where James mentioned seeing the display bug. I should be able to check it out directly in a browser. But first, I need to track down CodexBar. Flask typically runs on 5000, but that's already taken by OneCLI. Let me try some other ports that might be hosting it.


Wider port scan for CodexBar Python server


(Bash completed with no output)


# Try the second-brain wiki for any CodexBar endpoint references
grep -r -i "codexbar\|esp32\|quota\|endpoint\|port" /workspace/extra/second-brain/ --include="*.md" -l 2>/dev/null | head -5

Check second-brain wiki for CodexBar endpoint references


/workspace/extra/second-brain/SCHEMA.md
/workspace/extra/second-brain/wiki/tools/Tailscale.md
/workspace/extra/second-brain/wiki/tools/HTML Effectiveness Examples.md
/workspace/extra/second-brain/wiki/tools/Claude Plugins Community.md
/workspace/extra/second-brain/wiki/tools/Anthropic Skills Repo.md


grep -r -i "codexbar\|esp32\|serve\.py\|usage.*port\|port.*usage" /workspace/extra/second-brain/ --include="*.md" 2>/dev/null | head -20

Search second-brain for CodexBar port/endpoint info


/workspace/extra/second-brain/wiki/tools/Claude Desktop Buddy.md:Firmware for an ESP32-based desk pet that communicates with Claude's desktop apps via Bluetooth (Nordic UART Service / BLE). A reference for the Bluetooth API available to makers in Claude Cowork and Claude Code Desktop.
/workspace/extra/second-brain/wiki/tools/Claude Desktop Buddy.md:Uses Nordic UART Service (BLE). Developers can build their own hardware using the wire protocol docs — the ESP32 firmware is just a reference. Supports "folder push transport" and JSON schemas for device-to-app communication.
/workspace/extra/second-brain/wiki/tools/AgentsView.md:- **CodexBar / local agents:** Track local agent runs by model, task, and token count so experiments have cost evidence.
/workspace/extra/second-brain/wiki/Home.md:- [[Claude Desktop Buddy]] — ESP32 desk pet + Bluetooth API reference for makers integrating with Claude Desktop.
/workspace/extra/second-brain/wiki/concepts/Apple Widget Rendering Modes.md:**Source:** James Lopez — CodexBar gauge widget development (May 2026)
/workspace/extra/second-brain/wiki/concepts/Apple Widget Rendering Modes.md:- [[Claude Code]] — used to build and iterate on the CodexBar gauge widget
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:**Source:** James Lopez — CodexBar Burn Down widget development (May–June 2026)
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:Hard-won lessons from shipping the Burn Down and Combined Burn Down widgets in CodexBar. Read this **before** adding a new widget or changing an existing widget's configuration.
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:sqlite3 "$DB" "DELETE FROM Descriptors      WHERE bundleIdentifier LIKE '%codexbar.widget';
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:               DELETE FROM ExtensionMetadata WHERE bundleIdentifier LIKE '%codexbar.widget';"
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:sqlite3 "$DB" "SELECT length(data) FROM Descriptors WHERE bundleIdentifier LIKE '%codexbar.widget'"
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:F=/Applications/CodexBar.app/Contents/PlugIns/CodexBarWidget.appex/Contents/Resources/Metadata.appintents/extract.actionsdata
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:The appex reads the snapshot from the app group of its **signing team**. If the running app and the installed appex are signed by different teams, the appex reads an empty container → "Open CodexBar" empty-state.
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:codesign -d --entitlements :- /Applications/CodexBar.app/Contents/PlugIns/CodexBarWidget.appex 2>/dev/null | grep -o '[0-9A-Z]\{10\}\.com\.steipete\.codexbar'
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:codesign -d --entitlements :- ./CodexBar.app 2>/dev/null | grep -o '[0-9A-Z]\{10\}\.com\.steipete\.codexbar'
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:- `ls -la <appex>/Contents/MacOS/CodexBarWidget` — mtime is newer than your source edits
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:// If nil → show empty state ("Open CodexBar"), not a fallback entry
/workspace/extra/second-brain/wiki/concepts/WidgetKit Engineering Pitfalls.md:New `*WidgetViews.swift`, a new `Widget` struct in `CodexBarWidgetBundle.swift`, the `CodexBarMyWidget()` line in the bundle `body`, and the PBX entries in `project.pbxproj`. Add a render test in `Tests/`. Reusing an existing file avoids the pbxproj touch entirely — prefer that for helpers/intents.
/workspace/extra/second-brain/wiki/concepts/Screenshot-First Visual Verification.md:**Source:** James Lopez (painstakingly learned, 2026) — CodexBar widget development
/workspace/extra/second-brain/wiki/Wiki Ingest Log.md:- **[[WidgetKit Engineering Pitfalls]]** (new) — Nine hard-learned WidgetKit lessons from shipping the CodexBar Burn Down widgets: intent-type orphaning, chronod caching, provider-data siloing, weekly-exhausted 5H row rules (0% remaining + weekly reset countdown + blank chart), and the early-cap reset pattern. macOS-primary with iOS applicability noted per section.


The CodexBar in the wiki refers mainly to the Mac app (steipete's CodexBar), not the ESP32 project. The ESP32 project is different - it's a local Python server James wrote.

I haven't found the endpoint yet through port scanning. The Python server might be on a non-standard port, or it might not be accessible from the container even via host.docker.internal (could be bound to 127.0.0.1 only on the host, not 0.0.0.0).

Since I can't read the source files (mount not working yet), and port scanning hasn't found it, let me ask James directly for the port - and also note the interesting things I found:
I've discovered several services running: LM Studio with Gemma models on port 1234, RoadSense on 3001, HyperFrames Studio on 3002, and Pool Monitor on 8081. I'll report these findings and ask James specifically about the CodexBar endpoint.


<message to="telegram-mg-17796">Scanned the local ports — didn't find the CodexBar endpoint, it's probably bound to 127.0.0.1 only (not reachable from the container). But I found some useful things along the way:

- **LM Studio** is live on `host.docker.internal:1234` with Gemma 4 12B + 26B loaded — I can already route work there
- **RoadSense** is running on port 3001 (relevant for the display bug)
- Pool Monitor on 8081, HyperFrames Studio on 3002

For CodexBar-ESP32: once the projects mount is working I can read the source and find the port. Or if you know it off the top of your head, just tell me. In the meantime, I'll add the model routing design (with the quota-driven Tier 2 loop) as a near-term backlog item so it's spec'd when we're ready to build it.</message>


<context timezone="America/Chicago" />
<message id="1068" from="telegram-mg-17796" sender="James Lopez" time="Jul 7, 2026, 8:49 AM">Can you check maybe the ESR ESP 32 the code part is P 32 think maybe it’s not actually running the local service Syed component maybe that’s why it wasn’t easy to find. Maybe that just needs to be kicked off and perhaps that is like a login item launch DP list whatever it’s called so that it runs automatically on like login on this machine so maybe that just needs to be started up. Can you take a look into that and see if that is it starting as running is it has its own launch DP list that may help us out here.</message>


James is saying:
1. The CodexBar-ESP32 Python server might not actually be running right now
2. He wants me to check if it has a launchd plist (macOS startup item) or if it needs to be kicked off manually
3. He wants me to set it up to run automatically on login

Since the projects mount isn't working yet, I can't read the CodexBar-ESP32 source files. But I can:
1. Try to find the project files through other means
2. Check if there's a launchd plist already installed for it
3. Check the second-brain for any documentation

Let me check for launchd plists related to CodexBar-ESP32.

I should look in `~/Library/LaunchAgents/` where user agents typically live, though I'm limited in what I can access without the projects mount. I could search the second-brain for mentions of the serve.py script or try to locate the project through the repo instead. The `serve.py` in the projects directory is the monorepo launcher on port 8080, not the CodexBar service. Since I can't access the mounted files yet, I should suggest James restart the CodexBar service directly by running the Python script from that project directory.

Actually, let me try fetching the projects index page at port 8080 to see if there's a link to CodexBar-ESP32 or any clues about where its service is running.


# Check the projects index page for CodexBar-ESP32 info
curl -s --max-time 3 "http://host.docker.internal:8080" 2>/dev/null | grep -i "codex\|esp32\|serve\|port" | head -20

Check projects index for CodexBar-ESP32 info


<meta name="viewport" content="width=device-width, initial-scale=1.0" />

            Codexbarredesign

            Codexbarburndownwidget

            Codexbarburndown5h7d

            Codexbar Esp32

            Codexbar

            Codexbarlocal


# The projects server serves static files - try to access CodexBar-ESP32 files through it
curl -s --max-time 3 "http://host.docker.internal:8080/CodexBar-ESP32/" 2>/dev/null | head -c 500

Try to access CodexBar-ESP32 folder via projects server


<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01//EN" "http://www.w3.org/TR/html4/strict.dtd">

<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<title>Directory listing for /CodexBar-ESP32/</title>

Directory listing for /CodexBar-ESP32/

.claude/

.DS_Store

.git/

.gitignore

.pytest


# Projects server gives directory listings! Read the CodexBar-ESP32 files
curl -s --max-time 3 "http://host.docker.internal:8080/CodexBar-ESP32/" 2>/dev/null | grep -o 'href="[^"]*"' | grep -v "^href=\"\.\|git\|DS_Store\|pytest\|pycache\|node_modules" | head -30

List CodexBar-ESP32 files via projects server


href="AGENTS.md"
href="assets/"
href="CLAUDE.md"
href="codexbar_esp32/"
href="companion/"
href="docs/"
href="local-setup.sh"
href="local-setup.sh.example"
href="README.md"
href="requirements-dev.txt"
href="scratch/"
href="SETUP.md"
href="setup.sh"
href="simulate_display.py"
href="SPEC.md"
href="tests/"
href="tools/"


# Read the serve script and setup files
curl -s --max-time 3 "http://host.docker.internal:8080/CodexBar-ESP32/SETUP.md" 2>/dev/null
echo "==="
curl -s --max-time 3 "http://host.docker.internal:8080/CodexBar-ESP32/local-setup.sh.example" 2>/dev/null | head -60

Read CodexBar-ESP32 SETUP.md and local-setup.sh.example


# CodexBar-ESP32 — Setup Guide

Complete from-scratch setup. Follow the sections in order.

---

## 1. Install the CH340 USB Driver

The IdeaSpark board uses a **CH340** USB-to-serial chip. macOS doesn't ship with this driver.

**Option A — Homebrew (easiest):**
```bash
brew install --cask wch-ch34x-usb-serial-driver
```

**Option B — Manual download:**
Download and run the `.pkg` installer from the official WCH page:
[wch-ic.com/downloads/CH34XSER_MAC_ZIP.html](https://www.wch-ic.com/downloads/CH34XSER_MAC_ZIP.html)

After installing, plug the board in via USB-C. You should see a new port appear:
```bash
ls /dev/cu.wch*
# → /dev/cu.wchusbserial1410  (the number will vary)
```

> **macOS 13+ note:** You may need to approve the kernel extension in System Settings → Privacy & Security → "Allow" after the install. Reboot if the port doesn't appear.

---

## 2. Install Arduino IDE 2

Download the latest Arduino IDE 2 for macOS (Apple Silicon or Intel):
[arduino.cc/en/software](https://www.arduino.cc/en/software)

Install and open it.

---

## 3. Add ESP32 Board Support

Arduino IDE doesn't know about ESP32 boards by default.

1. Open **Arduino IDE → Preferences** (⌘,)
2. Find **"Additional boards manager URLs"** and paste:
   ```
   https://espressif.github.io/arduino-esp32/package_esp32_index.json
   ```
3. Click OK
4. Open **Tools → Board → Boards Manager**
5. Search `esp32`, find **"esp32 by Espressif Systems"**, click **Install**

This downloads ~200MB. Wait for it to finish.

---

## 4. Configure TFT_eSPI for the IdeaSpark Board

### 4a. Install the library

In Arduino IDE → **Tools → Manage Libraries**:
- Search `TFT_eSPI`, install **TFT_eSPI by Bodmer**
- Search `ArduinoJson`, install **ArduinoJson by Benoit Blanchon** (v7+)

### 4b. Copy the pin config

The TFT_eSPI library needs a board-specific config file. Run this once from the project root:

```bash
cd ~/projects/CodexBar-ESP32
bash setup.sh
```

This copies `codexbar_esp32/User_Setup.h` to `~/Documents/Arduino/libraries/TFT_eSPI/User_Setup.h`.

**What it configures** (IdeaSpark ESP32 1.9" B0D6QXC813):

| Signal | GPIO |
|--------|------|
| MOSI   | 23   |
| SCLK   | 18   |
| CS     | 15   |
| DC     | 2    |
| RST    | 4    |
| BL (backlight) | 32 |

> **Important:** If you update or reinstall TFT_eSPI via the Library Manager, you'll need to run `bash setup.sh` again — updates overwrite `User_Setup.h`.

---

## 5. Configure WiFi and Proxy IP

Edit `codexbar_esp32/config.h`:

```cpp
#define WIFI_SSID  "YourNetworkName"
#define WIFI_PASS  "YourPassword"
#define PROXY_HOST "192.168.1.X"   // ← your Mac's IP on the local network
```

**To find your Mac's IP:**
```bash
ipconfig getifaddr en0      # WiFi
# or
ipconfig getifaddr en1      # Ethernet
```

Or: System Settings → Network → Wi-Fi → Details → IP Address.

---

## 6. Start the Companion Proxy

The proxy runs on your Mac, reads the Claude CLI OAuth token from Keychain, and serves usage data to the ESP32.

```bash
cd ~/projects/CodexBar-ESP32
python3 companion/server.py
```

Expected startup output:
```
CodexBar companion proxy starting on port 7842
ESP32 PROXY_HOST = "192.168.1.42"     ← copy this IP into config.h
Endpoint: http://192.168.1.42:7842/usage

Fetching initial usage data…
  5h       20%  resets in 37640s
  7d       17%  resets in 419014s

Serving on http://0.0.0.0:7842 — Ctrl-C to stop
```

**Test it manually:**
```bash
curl http://localhost:7842/usage
```

**Prerequisite:** You must be logged in to Claude CLI. If you've never run `claude` on this machine, authenticate first:
```bash
claude   # follow the login prompt
```

### Auto-start the proxy on login (optional)

Create `~/Library/LaunchAgents/com.codexbar.companion.plist`:

```xml
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN"
  "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
    <key>Label</key>
    <string>com.codexbar.companion</string>
    <key>ProgramArguments</key>
    <array>
        <string>/usr/bin/python3</string>
        <string>/Users/jameslopez/projects/CodexBar-ESP32/companion/server.py</string>
    </array>
    <key>WorkingDirectory</key>
        <string>/Users/jameslopez/projects/CodexBar-ESP32</string>
    <key>RunAtLoad</key>   <true/>
    <key>KeepAlive</key>
    <dict>
        <key>SuccessfulExit</key> <false/>
    </dict>
    <key>StandardOutPath</key>  <string>/tmp/codexbar-companion.log</string>
    <key>StandardErrorPath</key><string>/tmp/codexbar-companion.log</string>
</dict>
</plist>
```

Then load it:
```bash
launchctl bootout gui/$(id -u) ~/Library/LaunchAgents/com.codexbar.companion.plist 2>/dev/null || true
launchctl bootstrap gui/$(id -u) ~/Library/LaunchAgents/com.codexbar.companion.plist
launchctl kickstart -k gui/$(id -u)/com.codexbar.companion

# To stop:
launchctl bootout gui/$(id -u) ~/Library/LaunchAgents/com.codexbar.companion.plist

# To inspect:
launchctl print gui/$(id -u)/com.codexbar.companion

# To view logs: tail -f /tmp/codexbar-companion.log
```

If you installed an older plist with plain `<key>KeepAlive</key><true/>`, replace it with the version above. Plain `KeepAlive=true` can repeatedly restart the job after a clean "port already in use" exit when another companion process is already running.

---

## 7. Flash the ESP32

1. Open `codexbar_esp32/codexbar_esp32.ino` in Arduino IDE
2. Select board settings:
   - **Tools → Board → esp32 → ESP32 Dev Module**
   - **Tools → Upload Speed → 921600**
   - **Tools → Flash Size → 16MB (128Mb)**
   - **Tools → Port → /dev/cu.wchusbserial…** (the CH340 port)
3. Click **Upload** (→)

First upload takes ~30s. Watch the progress bar at the bottom. When it says "Hard resetting via RTS pin…" it's done.

### What to expect on first boot

1. Screen turns on, shows "CodexBar / LLM Usage Monitor"
2. "Connecting WiFi…" status
3. Data fetches from the proxy
4. Each provider section renders a large 5h gauge and a smaller 7d/Opus gauge
5. A thin red header line appears only when data is unavailable

Open **Tools → Serial Monitor** (115200 baud) to watch the boot log:
```
[CodexBar] Boot
[CodexBar] Display 170x320
[WiFi] Connecting to YourSSID..........
[WiFi] Connected — IP: 192.168.1.105
[HTTP] GET http://192.168.1.42:7842/usage
[HTTP] Parsed 2 windows
[Loop] Redrew — dataOk=1, numWindows=2
```

---

## 8. Ongoing Usage

| Device behavior | What it means |
|----------------|---------------|
| Green dot, colored arcs | Live data from Anthropic API |
| Red dot, gray "--" arcs | Proxy unreachable or API error |
| "WiFi Failed" screen | Wrong SSID/password or WiFi not in range |
| "Proxy Error" screen | Companion not running or wrong PROXY_HOST |
| Arc is fully red (100%) | Usage limit hit or exceeded |

The device auto-refreshes every **5 minutes** (configurable via `REFRESH_SECS` in `config.h`).

---

## Troubleshooting

### Screen is black / backlight only
- Verify `User_Setup.h` was copied (run `bash setup.sh` again)
- In rare cases the backlight pin is GPIO21 — edit `TFT_BL_PIN` in `config.h` and try

### "Proxy Error" but server is running
- Confirm `PROXY_HOST` in `config.h` is the Mac's **local network** IP (not `127.0.0.1`)
- Both Mac and ESP32 must be on the same WiFi network
- macOS Firewall may be blocking port 7842: System Settings → Network → Firewall → Options → allow incoming connections for Python

### Proxy shows wrong percentages
The Anthropic API returns `utilization` as a **percentage** (0–100+), not a ratio (0–1). The companion already handles this correctly. Values can exceed 100 if you're over the limit — they're clamped to 100 for display.

### Claude token expired / 401 errors
The companion automatically tries to refresh the token using the stored refresh token. If that fails, re-authenticate:
```bash
claude   # re-login
```
Then restart `server.py`.

### Port /dev/cu.wchusbserial doesn't appear
- Try a different USB-C cable (some are power-only, not data)
- Reboot after installing the CH340 driver
- Check System Settings → Privacy & Security for a blocked kernel extension

---

## API Reference (what the companion fetches)

**Endpoint:** `GET https://api.anthropic.com/api/oauth/usage`

**Headers:**
```
Authorization: Bearer <oauth_access_token>
anthropic-beta: oauth-2025-04-20
User-Agent: claude-code/2.1.0
```

**Response shape:**
```json
{
  "five_hour":  { "utilization": 20.0, "resets_at": "2026-05-26T03:30:00Z" },
  "seven_day":  { "utilization": 17.0, "resets_at": "2026-05-30T21:00:00Z" },
  "seven_day_opus": null,
  "extra_usage": {
    "is_enabled": true,
    "monthly_limit": 2000,
    "used_credits": 483.0,
    "utilization": 24.15,
    "currency": "USD"
  }
}
```

**Key discovery:** `utilization` is already a **percent value** (0–100+), not a 0–1 ratio. This was confirmed by comparing `extra_usage.utilization` (24.15) against `used_credits/monthly_limit` (483/2000 = 24.15%).

**What the companion exposes to the ESP32** (`GET http://<mac>:7842/usage`):
```json
{
  "ok": true,
  "updated_at": 1748210000,
  "windows": [
    { "label": "5h",  "pct": 20, "resets_in_sec": 10414 },
    { "label": "7d",  "pct": 17, "resets_in_sec": 419014 }
  ]
}
```

---

## Display Arc Angle Math

TFT_eSPI `drawArc` convention: **0° = 12 o'clock, increases clockwise**.

The outer arc is a pace gauge, not a raw usage gauge. Green means under
sustainable pace, the white tick at 12 o'clock means exactly on pace, and red
past the tick means the current burn rate will hit the limit before reset. See
`README.md` and `docs/display-design.md` for the full graph-reading model.

---

## Project Files

```
CodexBar-ESP32/
├── README.md                     Overview and quick start
├── SETUP.md                      This file — full setup guide
├── SPEC.md                       Feature spec, design decisions, phases
├── setup.sh                      Copies User_Setup.h to TFT_eSPI library
│
├── codexbar_esp32/
│   ├── codexbar_esp32.ino        Main Arduino sketch (WiFi + display)
│   ├── config.h                  All configurable constants
│   └── User_Setup.h              TFT_eSPI pin config (copy via setup.sh)
│
└── companion/
    ├── server.py                 Mac proxy — Keychain → Anthropic API → ESP32
    ├── requirements.txt          (stdlib only, no pip install needed)
    └── README.md                 Companion-specific docs and launchd setup
```
===
#!/bin/bash
# local-setup.sh.example — copy to local-setup.sh and fill in YOUR values.
# local-setup.sh is gitignored; this example file is committed.
#
# Usage:
#   cp local-setup.sh.example local-setup.sh
#   # Edit: set YOUR_HOST, YOUR_USER below
#   chmod +x local-setup.sh
#   bash local-setup.sh

set -euo pipefail

# ── Fill these in ─────────────────────────────────────────────────────────
SSH_HOST="YOUR-MACHINE.tail02a1a0.ts.net"   # Tailscale hostname (or LAN IP)
SSH_USER="yourusername"
NTFY_TOPIC="codingAgentWaitingOnYou"        # change if you use a different topic
NTFY_USAGE_RESET_TOPIC="codexbarUsageResets" # subscribe here for reset-only alerts
REPO="$HOME/projects/CodexBar-ESP32"        # path to this repo
# ──────────────────────────────────────────────────────────────────────────

PLIST="$HOME/Library/LaunchAgents/com.codexbar.companion.plist"
LABEL="com.codexbar.companion"
GUI="gui/$(id -u)"

# ── 1. Reload companion launchd service ───────────────────────────────────
echo "==> Reloading companion service..."
launchctl bootout "$GUI/$LABEL" 2>/dev/null || true
launchctl load "$PLIST"
launchctl kickstart "$GUI/$LABEL"
sleep 1

# ── 2. Verify it's healthy ────────────────────────────────────────────────
echo "==> Health check..."
curl -sf http://127.0.0.1:7842/health && echo " OK" || echo " FAILED — check: tail -50 /tmp/codexbar-companion.log"

echo ""
echo "==> ntfy attention topic:    $NTFY_TOPIC"
echo "==> ntfy usage reset topic:  $NTFY_USAGE_RESET_TOPIC"
echo "==> SSH button:              ssh://$SSH_USER@$SSH_HOST"

# ── 3. tmux session ───────────────────────────────────────────────────────
# Run manually when you want a persistent session for agent work:
#
#   tmux new-session -A -s agents
#
# From iPhone (Termius/Blink via Tailscale):
#   ssh $SSH_USER@$SSH_HOST
#   tmux attach -t agents

echo ""
echo "==> To start/attach to a persistent tmux session:"
echo "    tmux new-session -A -s agents"
echo ""
echo "Done."


Found it! The CodexBar companion server:
- Script: `~/projects/CodexBar-ESP32/companion/server.py`
- Port: **7842**
- Endpoint: `http://localhost:7842/usage`
- The SETUP.md even has a full launchd plist ready to go

The launchd plist template is right there in SETUP.md. I just need to:
1. Tell James the server is `companion/server.py` on port 7842
2. Provide the launchd plist setup commands
3. Note I can also directly query the Anthropic API at `GET https://api.anthropic.com/api/oauth/usage` (with the Claude OAuth token)
Now let me verify whether that server is actually running on port 7842.


curl -s --max-time 2 "http://host.docker.internal:7842/usage" 2>/dev/null
echo "---health---"
curl -s --max-time 2 "http://host.docker.internal:7842/health" 2>/dev/null

Check if CodexBar companion server is already running on port 7842


{"ok": true, "updated_at": 1783432229, "providers": [{"name": "Claude", "attention": {"state": "idle", "count": 0, "primary_project": "", "projects": [], "reason": "", "updated_at": 1783432229}, "windows": [{"label": "5h", "pct": 0, "resets_in_sec": -1, "duration_sec": 18000}, {"label": "7d", "pct": 13, "resets_in_sec": 371370, "duration_sec": 604800}]}, {"name": "Codex", "attention": {"state": "idle", "count": 0, "primary_project": "", "projects": [], "reason": "", "updated_at": 1783432229}, "windows": [{"label": "5h", "pct": 0, "resets_in_sec": 17999, "duration_sec": 18000}, {"label": "7d", "pct": 28, "resets_in_sec": 525883, "duration_sec": 604800}]}]}---health---
ok


The server is already running! It's on port 7842 and I can access it. The response shows:
- Claude: 5h = 0%, 7d = 13% (13% of weekly quota used), resets in ~371370 seconds (~4.3 days)
- Codex: 5h = 0%, 7d = 28%, resets in ~525883 seconds (~6 days)

The 5h resets_in_sec = -1 for Claude which probably means the 5h window has already reset (or it's at 0%). For Codex, 5h = 0% and resets in ~18000 seconds (~5 hours).
Since the server's already running and accessible, I can move forward with building the quota-aware routing logic. I should let James know the server is live on port 7842 and show him the quota data we're seeing, though I'll also mention setting up launchd to ensure it persists across restarts if it's not already configured that way.


<message to="telegram-mg-17796">Found it — and it's already running. Port **7842**, endpoint `/usage`. Live data right now:

```
Claude  5h:  0%  |  7d: 13%  (resets in ~4.3 days)
Codex   5h:  0%  |  7d: 28%  (resets in ~6 days)
```

Both 5h windows are fresh (just reset). Plenty of quota headroom today.

The launchd plist is documented in the project's SETUP.md — let me know if you want me to install it so the server auto-starts on login. Otherwise it's running now and I'll use it.

This unlocks the quota-aware routing. Next step: build the routing layer that reads this before dispatching work, and the opportunistic Tier 2 loop that fires when burn rate is below the smooth curve. I'll spec that out — want me to put it in the portfolio board as a near-term task?</message>


<context timezone="America/Chicago" />
<message id="1070" from="telegram-mg-17796" sender="James Lopez" time="Jul 7, 2026, 8:53 AM">Yes, I am interested in building this. Let’s like plan out the design of it a little bit first in terms of like available usage in that sort of thing I’m wondering how we should construct this because we might have projects that are like higher priority than others and so maybe if the if we’re we haven’t used much of our of our available quota then it’s fine to work on some lower priority projects assuming the higher party projects don’t have any any work pending we’re for a higher party projects even if we are not sort of above quota maybe it’s we should spend some of our usage anyway to get work done on those. I’m not quite sure how to sort of construct that kind of like priority mechanism or maybe it turns it into a question that’s put back to me as the user of, but like on deciding that kind of the edge cases here or defining a priority for something can you propose some strategy for this? I would like it to sort of be autonomous when possible of we have additional usage available let’s use it on high priority stuff first so I don’t want that to necessarily be blocking on me but I also don’t want this set up to automatically burn all of my usage so if I have questions I need to work with Claude on that I can’t use it because like all the LLM usage for all subscriptions is already completely spent so how can we? How can we sort of thread that that needle?</message>


James is asking about the design of a quota-aware, priority-driven autonomous work scheduling system. This is a meaty design question. Let me think through the design carefully.

**The core problem:**
1. Multiple projects with different priorities
2. Multiple LLM subscriptions with different quotas (Claude 5h/7d, Codex 5h/7d, LM Studio unlimited)
3. Want to use excess quota for background project work
4. But don't want to burn all quota and leave nothing for James's interactive use
5. Higher priority projects should get worked on even when quota is moderate
6. Lower priority projects only get work when there's "excess"
The system needs to always reserve capacity for James's interactive work—I'm thinking something like holding back the last 40% of the 5-hour window and 20% of the 7-day window as untouchable buffers. Then based on what quota remains, the scheduler routes work to different models: when there's plenty of quota left it can be aggressive, but as quota tightens it should focus only on high-priority projects and scale down task sizes accordingly.

I'm also mapping out a three-tier priority system where congressional-trading, qip-qien, and TradingBot25 are P1 because they have real business impact, RoadSense and AgenticLever are P2 for when quota is comfortable, and lower-priority work like StageHand only runs when quota is flush. Before taking on any autonomous work, the system should check if there's anything pending that James is waiting for.

The scheduling loop runs periodically to assess quota state, find the highest-priority unblocked task, and execute one task at a time while capping each autonomous run at 5% of the weekly quota window. I'll proceed autonomously only when the next action is clear and within quota limits, otherwise I'll ask James for direction.

The key insight is framing this as a daily quota budget based on sustainable burn rate rather than a percentage of remaining quota—if the current burn rate is below the smooth burn rate (tokens per hour across the window), autonomous work can proceed, which naturally throttles when James is using Claude heavily and opens up when he's not. I'm proposing three levers: a reserve line that protects a configurable floor (defaulting to 25% of the 5-hour window or 15% of the 7-day window) as James's interactive buffer, a priority gate to determine which work qualifies, and thresholds that trigger asking James instead of proceeding autonomously. to, not a dissertation.


<message to="telegram-mg-17796">Good design problem. Here's a proposal — three levers that together thread the needle:

**1. Hard reserve (non-negotiable floor)**
Never let autonomous work touch the bottom 25% of any 5h window or 15% of any 7d window. That buffer is always James's. Once quota drops below the floor, autonomous work stops completely — no exceptions.

**2. Priority tiers + burn-rate gate**
- **P1 projects** (high stakes): work whenever quota is above the floor — don't wait for "excess"
- **P2 projects**: only work when current burn rate is *below* the smooth curve (i.e., you're burning less than the sustainable pace)
- **P3 projects**: only work when meaningfully ahead of pace

The smooth-curve math is simple: `sustainable_pct_per_hour = 100 / window_hours`. If actual burn < that rate, there's "excess." This adapts automatically — if you've been using Claude heavily, autonomous work pauses; if you haven't touched it, it runs.

**3. Per-session cap**
Each autonomous run can spend at most 10% of the current window's remaining capacity. One bad session can't drain the tank.

**Proposed priority mapping for current projects:**
- P1: `congressional-trading` (real money signal), `qip-qien` (live trial), `TradingBot25`
- P2: `RoadSense` (going public), `AgenticLever`
- P3: `StageHand`, `nanoclaw` maintenance

**What I'd decide autonomously:** which task to run, when the burn rate allows it, which model to use
**What I'd ask you:** anything that requires a judgment call about goals, anything review-required before merging

**To start simple:** I'd only need you to confirm the priority tier for each project (P1/P2/P3) and the reserve line percentages. Everything else I can operate autonomously.

Want me to add this to the board as a near-term spec task and mock up the routing logic?</message>


<context timezone="America/Chicago" />
<message id="1072" from="telegram-mg-17796" sender="James Lopez" time="Jul 7, 2026, 8:56 AM">Yeah, please add this to the board for a near-term thing let’s spec us out and mock up the routing logic so I can take a look at that and I think about it but it sounds like it sounds like that’s the way we should go and I don’t see why we don’t just start implementing this. It’s because it seems like those are just sort of settings we could configure like maybe like I don’t know it’s the config file or something where we can like. Tweak them as we go anyway or maybe there’s some kind of agentic way to sort of autonomously kind of figure out what the values should be as we use this some more in general that’s the pattern I would like to use of start with some intelligent default and if we can make the things sort of auto adjust like I don’t know close loop system is probably the technical description for the thing to sort of adjust in and manage on its own</message>


James wants to:
1. Add the quota-aware routing to the board as a near-term spec/build task
2. Start implementing it - he's ready to go
3. Have configurable settings (a config file with tweakable values)
4. Make it self-adjusting/closed-loop over time

The closed-loop idea is great: the system tracks its own outcomes (did the autonomous work produce good results? Did it drain quota unnecessarily?) and adjusts the reserve lines and thresholds over time. This is the "auto-calibration" analog to what we're doing with congressional-trading's backtest approach.

For the board: I need to create a new project card for this feature.

I'm deciding on the right name and scope for this card. It's infrastructure for the portfolio operating system rather than a standalone product, so I'll give it its own card to track the work properly. James referred to it as "quota-aware routing" and the "opportunistic Tier 2 loop" in the planning docs, but I need something clear for the board.

I'll add it as a card referencing Tier 2 of the portfolio model, update the board, and then outline how the closed-loop auto-calibration would work—tracking the output-to-quota ratio for each autonomous session to measure efficiency.

The implementation would be a scheduled task that polls the usage endpoint every 30 minutes, evaluates the current quota state, and decides whether to execute focused work, with the system also monitoring how often I override the reserve to signal if the floor needs adjustment.


Write

# Portfolio Autopilot

- Repo: n/a — lives in Nano's scheduled tasks + config
- Goal: Quota-aware autonomous work loop that advances portfolio projects using excess LLM capacity, while preserving a hard reserve for James's interactive use. Self-adjusting over time.
- Stage: spec
- Guard: autonomous-ok
- Metric: portfolio stages advanced per week at ≤ 15% of James's interactive quota consumed
- Blocked on James: confirm priority tiers (P1/P2/P3) for each project
- Next action: build routing logic + config file; wire to CodexBar endpoint at host.docker.internal:7842

## Design

### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Hard reserve (5h window) | 25% | Never touched by autonomous work |
| Hard reserve (7d window) | 15% | Never touched by autonomous work |
| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

### Quota tiers → model routing

| Remaining (above reserve) | Model | Projects allowed |
|---|---|---|
| Flush (>60%) | Claude Sonnet | P1, P2, P3 |
| Comfortable (40–60%) | Claude Sonnet | P1, P2 |
| Moderate (20–40%) | Claude Haiku or Gemini | P1 only |
| Near reserve (<20%) | Gemini / LM Studio | maintenance tasks only |
| At/below reserve | No autonomous work | — |

### Burn-rate gate (for P2/P3)

`sustainable_pct_per_hour = 100 / window_hours`

P2/P3 work only runs when actual burn rate < sustainable pace — i.e., quota is ahead of the smooth curve. P1 work bypasses this gate (runs whenever above the reserve floor).

### Priority tiers (proposed — James to confirm)

| Project | Priority | Rationale |
|---|---|---|
| congressional-trading | P1 | Real money signal, calibration in flight |
| qip-qien | P1 | Live customer trial |
| TradingBot25 | P1 | Deep investment, review-required |
| RoadSense | P2 | Going public, active momentum |
| AgenticLever | P2 | Active build, business-facing |
| StageHand | P3 | Discovery, no urgency |
| nanoclaw | P3 | Maintenance |

### Closed-loop auto-calibration

Track per run:
- Quota spent (from CodexBar delta before/after)
- Output produced (git commits, wiki pages, board moves)
- Did James use Claude within 2h after an autonomous run? (proxy for "left enough headroom")

Weekly review: if James-usage-after-run rate is high → reserve floor was too low → bump it up. If output/quota ratio is consistently low → narrow per-session cap. If P1 projects are stalling → loosen moderate-tier threshold.

The loop surfaces a weekly "autopilot health" note (not a full brief — one line per signal that changed).

### Config file

`/workspace/agent/autopilot-config.json` — all thresholds live here so any run can tweak them without code changes.

```json
{
  "reserve_5h_pct": 25,
  "reserve_7d_pct": 15,
  "per_session_cap_pct": 10,
  "project_priorities": {
    "congressional-trading": "P1",
    "qip-qien": "P1",
    "TradingBot25": "P1",
    "RoadSense": "P2",
    "AgenticLever": "P2",
    "StageHand": "P3",
    "nanoclaw": "P3"
  },
  "flush_threshold": 60,
  "comfortable_threshold": 40,
  "moderate_threshold": 20
}
```

## Implementation plan

1. **Config + quota reader** — `autopilot-config.json` + script that reads CodexBar endpoint and computes current tier and burn rate
2. **Routing logic** — given tier + priority + project next-action, decide: proceed / skip / use alternate model
3. **Task executor** — runs one unit of work per session, commits result, updates board
4. **Scheduled trigger** — every 30 min, runs quota check; fires task if conditions met
5. **Outcome tracker** — logs quota delta + output produced per run
6. **Weekly calibration** — reviews outcome log, suggests threshold changes

## Notes

- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- CodexBar endpoint: `http://host.docker.internal:7842/usage` — confirmed live and accessible from container.
- LM Studio confirmed live at `http://host.docker.internal:1234` with Gemma 4 12B + 26B models loaded.


File created successfully at: /workspace/extra/second-brain/portfolio/projects/portfolio-autopilot.md (file state is current in your context — no need to Read it back)

# Portfolio Autopilot

- Repo: n/a — lives in Nano's scheduled tasks + config
- Goal: Quota-aware autonomous work loop that advances portfolio projects using excess LLM capacity, while preserving a hard reserve for James's interactive use. Self-adjusting over time.
- Stage: spec
- Guard: autonomous-ok
- Metric: portfolio stages advanced per week at ≤ 15% of James's interactive quota consumed
- Blocked on James: confirm priority tiers (P1/P2/P3) for each project
- Next action: build routing logic + config file; wire to CodexBar endpoint at host.docker.internal:7842

## Design

### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Hard reserve (5h window) | 25% | Never touched by autonomous work |
| Hard reserve (7d window) | 15% | Never touched by autonomous work |
| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

### Quota tiers → model routing

| Remaining (above reserve) | Model | Projects allowed |
|---|---|---|
| Flush (>60%) | Claude Sonnet | P1, P2, P3 |
| Comfortable (40–60%) | Claude Sonnet | P1, P2 |
| Moderate (20–40%) | Claude Haiku or Gemini | P1 only |
| Near reserve (<20%) | Gemini / LM Studio | maintenance tasks only |
| At/below reserve | No autonomous work | — |

### Burn-rate gate (for P2/P3)

`sustainable_pct_per_hour = 100 / window_hours`

P2/P3 work only runs when actual burn rate < sustainable pace — i.e., quota is ahead of the smooth curve. P1 work bypasses this gate (runs whenever above the reserve floor).

### Priority tiers (proposed — James to confirm)

| Project | Priority | Rationale |
|---|---|---|
| congressional-trading | P1 | Real money signal, calibration in flight |
| qip-qien | P1 | Live customer trial |
| TradingBot25 | P1 | Deep investment, review-required |
| RoadSense | P2 | Going public, active momentum |
| AgenticLever | P2 | Active build, business-facing |
| StageHand | P3 | Discovery, no urgency |
| nanoclaw | P3 | Maintenance |

### Closed-loop auto-calibration

Track per run:
- Quota spent (from CodexBar delta before/after)
- Output produced (git commits, wiki pages, board moves)
- Did James use Claude within 2h after an autonomous run? (proxy for "left enough headroom")

Weekly review: if James-usage-after-run rate is high → reserve floor was too low → bump it up. If output/quota ratio is consistently low → narrow per-session cap. If P1 projects are stalling → loosen moderate-tier threshold.

The loop surfaces a weekly "autopilot health" note (not a full brief — one line per signal that changed).

### Config file

`/workspace/agent/autopilot-config.json` — all thresholds live here so any run can tweak them without code changes.

```json
{
  "reserve_5h_pct": 25,
  "reserve_7d_pct": 15,
  "per_session_cap_pct": 10,
  "project_priorities": {
    "congressional-trading": "P1",
    "qip-qien": "P1",
    "TradingBot25": "P1",
    "RoadSense": "P2",
    "AgenticLever": "P2",
    "StageHand": "P3",
    "nanoclaw": "P3"
  },
  "flush_threshold": 60,
  "comfortable_threshold": 40,
  "moderate_threshold": 20
}
```

## Implementation plan

1. **Config + quota reader** — `autopilot-config.json` + script that reads CodexBar endpoint and computes current tier and burn rate
2. **Routing logic** — given tier + priority + project next-action, decide: proceed / skip / use alternate model
3. **Task executor** — runs one unit of work per session, commits result, updates board
4. **Scheduled trigger** — every 30 min, runs quota check; fires task if conditions met
5. **Outcome tracker** — logs quota delta + output produced per run
6. **Weekly calibration** — reviews outcome log, suggests threshold changes

## Notes

- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- CodexBar endpoint: `http://host.docker.internal:7842/usage` — confirmed live and accessible from container.
- LM Studio confirmed live at `http://host.docker.internal:1234` with Gemma 4 12B + 26B models loaded.


Edit

| [qip-qien](projects/qip-qien.md) | feedback | review-required | Confirm goal + trial status in brief | confirm card | 2026-07-06 |

| [portfolio-autopilot](projects/portfolio-autopilot.md) | spec | autonomous-ok | Build config + quota reader + routing logic | confirm P1/P2/P3 tiers | 2026-07-07 |
| [qip-qien](projects/qip-qien.md) | feedback | review-required | Confirm goal + trial status in brief | confirm card | 2026-07-06 |


The file /workspace/extra/second-brain/portfolio/BOARD.md has been updated successfully. (file state is current in your context — no need to Read it back)

| [portfolio-autopilot](projects/portfolio-autopilot.md) | spec | autonomous-ok | Build config + quota reader + routing logic | confirm P1/P2/P3 tiers | 2026-07-07 |
| [qip-qien](projects/qip-qien.md) | feedback | review-required | Confirm goal + trial status in brief | confirm card | 2026-07-06 |

# Portfolio Board

One row per active project. Cards with full detail live in `projects/`.
Operating model + decisions: [PLAN.md](PLAN.md).
Stages: `research → discovery → spec → build → test → feedback → maintain`.
Guard: `review-required` (James approves merges) or `autonomous-ok` (agents proceed, report after).

**Seeded 2026-07-06 from git activity — stages and next actions are drafts until James confirms.**

| Project | Stage | Guard | Next action | Blocked on James | Last activity |
|---|---|---|---|---|---|
| [qip-qien](projects/qip-qien.md) | feedback | review-required | Confirm goal + trial status in brief | confirm card | 2026-07-06 |
| [congressional-trading](projects/congressional-trading.md) | test | autonomous-ok | Define precision target; run backtest | exit criteria for shadow mode | 2026-07-06 |
| [FindRefurbishedAppleProduct](projects/FindRefurbishedAppleProduct.md) | discovery | autonomous-ok | Confirm goal — brand new repo | confirm card | 2026-07-06 |
| [TradingBot25](projects/TradingBot25.md) | build | review-required | Confirm goal + current strategy state | confirm card | 2026-06-26 |
| [AgenticLever](projects/AgenticLever.md) | build | autonomous-ok | Confirm goal | confirm card | 2026-06-29 |
| [pool-monitor](projects/pool-monitor.md) | maintain | autonomous-ok | None — steady state? confirm | confirm card | 2026-06-17 |
| [StageHand](projects/StageHand.md) | discovery | autonomous-ok | Competitive analysis (James sharing links) | share Instagram competitor links | 2026-07-06 |
| [MentorCore](projects/MentorCore.md) | research | autonomous-ok | Parked — no bandwidth | none | 2026-06-11 |
| [RoadSense](projects/RoadSense.md) | spec | autonomous-ok | Scope public-launch work + GTM; fix display bug | none | 2026-06-06 |
| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | Commit Slack files; Reddit OAuth app (James) | reddit app registration | 2026-06-13 |

## Decision queue

Questions for James, appended by Nano; answered items move to the card's Notes and are removed here.

- (empty — first daily brief will ask to confirm the seeded cards above)

## Recently shipped

- (empty)

+| [portfolio-autopilot](projects/portfolio-autopilot.md) | spec | autonomous-ok | Build config + quota reader + routing logic | confirm P1/P2/P3 tiers | 2026-07-07 |


<message to="telegram-mg-17796">Card created and on the board. Starting implementation now — no reason to wait.

On the closed-loop idea: agreed, that's the right long-term shape. The system tracks quota spent vs output produced per run, and whether you used Claude interactively right after an autonomous run (if yes → reserve was too low). Weekly it surfaces a one-line health note if any threshold should shift. Starts with fixed defaults, drifts toward the right values over time without needing you to tune it manually.

One thing I need from you to start: confirm the P1/P2/P3 tiers I proposed, or adjust them. The draft is:

- **P1** (always worth spending quota): congressional-trading, qip-qien, TradingBot25
- **P2** (when burn rate is below pace): RoadSense, AgenticLever
- **P3** (only when flush): StageHand, nanoclaw maintenance

Does that feel right, or would you move anything?</message>


<context timezone="America/Chicago" />
<message id="1074" from="telegram-mg-17796" sender="James Lopez" time="Jul 7, 2026, 8:58 AM">Actually, let’s invert those priority stuff. I think let’s put stage hand in 9 o’clock maintenance as the highest priority and congressional trading and trading bought. Let’s do those as the lowest priority and magenta lever. I think should be the next highest then really road sense.</message>


James is re-prioritizing the projects. Let me parse his voice message carefully:

- StageHand + nanoclaw maintenance → highest priority (P1)
- AgenticLever → P2 (next highest after StageHand)
- RoadSense → P2 or P3 (after AgenticLever)
- congressional-trading + TradingBot25 → lowest priority (P3)
- qip-qien → unclear, not mentioned

Wait, that's surprising. Let me re-read:
- "StageHand in 9 o'clock maintenance as the highest priority" → P1: StageHand, nanoclaw
- "congressional trading and trading bot... lowest priority" → P3: congressional-trading, TradingBot25
- "AgenticLever... next highest" → P2: AgenticLever
- "really RoadSense" → probably P2 as well, or P3

He says "magenta lever" which is likely "AgenticLever" (voice-to-text issue). And qip-qien isn't mentioned, so I'll keep it at a reasonable position, probably P2 since it has a live trial. Let me re-listen to the "9 o'clock" part - that might be a voice transcription artifact.

Actually, "9 o'clock" sounds like it could be "nanoclaw" through voice-to-text, which would mean both StageHand and nanoclaw are P1 priorities for maintenance. That makes more sense given the context.

So the final breakdown is P1 for StageHand and nanoclaw, P2 for AgenticLever, RoadSense, and qip-qien (which has a live trial that needs attention), and P3 for the trading tools since they run more autonomously. I should update the portfolio-autopilot card config to reflect this and confirm with James.


| Project | Priority | Rationale |
|---|---|---|
| congressional-trading | P1 | Real money signal, calibration in flight |
| qip-qien | P1 | Live customer trial |
| TradingBot25 | P1 | Deep investment, review-required |
| RoadSense | P2 | Going public, active momentum |
| AgenticLever | P2 | Active build, business-facing |
| StageHand | P3 | Discovery, no urgency |
| nanoclaw | P3 | Maintenance |

| Project | Priority | Rationale |
|---|---|---|
| StageHand | P1 | James's priority — real estate video suite, active discovery |
| nanoclaw | P1 | Maintenance + ongoing infra work |
| AgenticLever | P2 | Business-facing, active build |
| RoadSense | P2 | Going public, active momentum |
| qip-qien | P2 | Live trial — needs progress but review-required gate limits autonomous scope |
| congressional-trading | P3 | Runs autonomously; calibration is in-flight, low need for new LLM spend |
| TradingBot25 | P3 | Deep investment already; review-required, low autonomous-work surface |


The file /workspace/extra/second-brain/portfolio/projects/portfolio-autopilot.md has been updated successfully. (file state is current in your context — no need to Read it back)

| Project | Priority | Rationale |
|---|---|---|
| StageHand | P1 | James's priority — real estate video suite, active discovery |
| nanoclaw | P1 | Maintenance + ongoing infra work |
| AgenticLever | P2 | Business-facing, active build |
| RoadSense | P2 | Going public, active momentum |
| qip-qien | P2 | Live trial — needs progress but review-required gate limits autonomous scope |
| congressional-trading | P3 | Runs autonomously; calibration is in-flight, low need for new LLM spend |
| TradingBot25 | P3 | Deep investment already; review-required, low autonomous-work surface |

# Portfolio Autopilot

- Repo: n/a — lives in Nano's scheduled tasks + config
- Goal: Quota-aware autonomous work loop that advances portfolio projects using excess LLM capacity, while preserving a hard reserve for James's interactive use. Self-adjusting over time.
- Stage: spec
- Guard: autonomous-ok
- Metric: portfolio stages advanced per week at ≤ 15% of James's interactive quota consumed
- Blocked on James: confirm priority tiers (P1/P2/P3) for each project
- Next action: build routing logic + config file; wire to CodexBar endpoint at host.docker.internal:7842

## Design

### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Hard reserve (5h window) | 25% | Never touched by autonomous work |
| Hard reserve (7d window) | 15% | Never touched by autonomous work |
| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

### Quota tiers → model routing

| Remaining (above reserve) | Model | Projects allowed |
|---|---|---|
| Flush (>60%) | Claude Sonnet | P1, P2, P3 |
| Comfortable (40–60%) | Claude Sonnet | P1, P2 |
| Moderate (20–40%) | Claude Haiku or Gemini | P1 only |
| Near reserve (<20%) | Gemini / LM Studio | maintenance tasks only |
| At/below reserve | No autonomous work | — |

### Burn-rate gate (for P2/P3)

`sustainable_pct_per_hour = 100 / window_hours`

P2/P3 work only runs when actual burn rate < sustainable pace — i.e., quota is ahead of the smooth curve. P1 work bypasses this gate (runs whenever above the reserve floor).

### Priority tiers (proposed — James to confirm)

| Project | Priority | Rationale |
|---|---|---|
| congressional-trading | P1 | Real money signal, calibration in flight |
| qip-qien | P1 | Live customer trial |
| TradingBot25 | P1 | Deep investment, review-required |
| RoadSense | P2 | Going public, active momentum |
| AgenticLever | P2 | Active build, business-facing |
| StageHand | P3 | Discovery, no urgency |
| nanoclaw | P3 | Maintenance |

### Closed-loop auto-calibration

Track per run:
- Quota spent (from CodexBar delta before/after)
- Output produced (git commits, wiki pages, board moves)
- Did James use Claude within 2h after an autonomous run? (proxy for "left enough headroom")

Weekly review: if James-usage-after-run rate is high → reserve floor was too low → bump it up. If output/quota ratio is consistently low → narrow per-session cap. If P1 projects are stalling → loosen moderate-tier threshold.

The loop surfaces a weekly "autopilot health" note (not a full brief — one line per signal that changed).

### Config file

`/workspace/agent/autopilot-config.json` — all thresholds live here so any run can tweak them without code changes.

```json
{
  "reserve_5h_pct": 25,
  "reserve_7d_pct": 15,
  "per_session_cap_pct": 10,
  "project_priorities": {
    "congressional-trading": "P1",
    "qip-qien": "P1",
    "TradingBot25": "P1",
    "RoadSense": "P2",
    "AgenticLever": "P2",
    "StageHand": "P3",
    "nanoclaw": "P3"
  },
  "flush_threshold": 60,
  "comfortable_threshold": 40,
  "moderate_threshold": 20
}
```

## Implementation plan

1. **Config + quota reader** — `autopilot-config.json` + script that reads CodexBar endpoint and computes current tier and burn rate
2. **Routing logic** — given tier + priority + project next-action, decide: proceed / skip / use alternate model
3. **Task executor** — runs one unit of work per session, commits result, updates board
4. **Scheduled trigger** — every 30 min, runs quota check; fires task if conditions met
5. **Outcome tracker** — logs quota delta + output produced per run
6. **Weekly calibration** — reviews outcome log, suggests threshold changes

## Notes

- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- CodexBar endpoint: `http://host.docker.internal:7842/usage` — confirmed live and accessible from container.
- LM Studio confirmed live at `http://host.docker.internal:1234` with Gemma 4 12B + 26B models loaded.

-| congressional-trading | P1 | Real money signal, calibration in flight |

-| qip-qien | P1 | Live customer trial |

-| TradingBot25 | P1 | Deep investment, review-required |

+| StageHand | P1 | James's priority — real estate video suite, active discovery |

+| nanoclaw | P1 | Maintenance + ongoing infra work |

+| AgenticLever | P2 | Business-facing, active build |

-| AgenticLever | P2 | Active build, business-facing |

-| StageHand | P3 | Discovery, no urgency |

+| qip-qien | P2 | Live trial — needs progress but review-required gate limits autonomous scope |

+| congressional-trading | P3 | Runs autonomously; calibration is in-flight, low need for new LLM spend |

+| TradingBot25 | P3 | Deep investment already; review-required, low autonomous-work surface |


  "project_priorities": {
    "congressional-trading": "P1",
    "qip-qien": "P1",
    "TradingBot25": "P1",
    "RoadSense": "P2",
    "AgenticLever": "P2",
    "StageHand": "P3",
    "nanoclaw": "P3"
  },

  "project_priorities": {
    "StageHand": "P1",
    "nanoclaw": "P1",
    "AgenticLever": "P2",
    "RoadSense": "P2",
    "qip-qien": "P2",
    "congressional-trading": "P3",
    "TradingBot25": "P3"
  },


  "project_priorities": {
    "StageHand": "P1",
    "nanoclaw": "P1",
    "AgenticLever": "P2",
    "RoadSense": "P2",
    "qip-qien": "P2",
    "congressional-trading": "P3",
    "TradingBot25": "P3"
  },

# Portfolio Autopilot

- Repo: n/a — lives in Nano's scheduled tasks + config
- Goal: Quota-aware autonomous work loop that advances portfolio projects using excess LLM capacity, while preserving a hard reserve for James's interactive use. Self-adjusting over time.
- Stage: spec
- Guard: autonomous-ok
- Metric: portfolio stages advanced per week at ≤ 15% of James's interactive quota consumed
- Blocked on James: confirm priority tiers (P1/P2/P3) for each project
- Next action: build routing logic + config file; wire to CodexBar endpoint at host.docker.internal:7842

## Design

### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Hard reserve (5h window) | 25% | Never touched by autonomous work |
| Hard reserve (7d window) | 15% | Never touched by autonomous work |
| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

### Quota tiers → model routing

| Remaining (above reserve) | Model | Projects allowed |
|---|---|---|
| Flush (>60%) | Claude Sonnet | P1, P2, P3 |
| Comfortable (40–60%) | Claude Sonnet | P1, P2 |
| Moderate (20–40%) | Claude Haiku or Gemini | P1 only |
| Near reserve (<20%) | Gemini / LM Studio | maintenance tasks only |
| At/below reserve | No autonomous work | — |

### Burn-rate gate (for P2/P3)

`sustainable_pct_per_hour = 100 / window_hours`

P2/P3 work only runs when actual burn rate < sustainable pace — i.e., quota is ahead of the smooth curve. P1 work bypasses this gate (runs whenever above the reserve floor).

### Priority tiers (proposed — James to confirm)

| Project | Priority | Rationale |
|---|---|---|
| StageHand | P1 | James's priority — real estate video suite, active discovery |
| nanoclaw | P1 | Maintenance + ongoing infra work |
| AgenticLever | P2 | Business-facing, active build |
| RoadSense | P2 | Going public, active momentum |
| qip-qien | P2 | Live trial — needs progress but review-required gate limits autonomous scope |
| congressional-trading | P3 | Runs autonomously; calibration is in-flight, low need for new LLM spend |
| TradingBot25 | P3 | Deep investment already; review-required, low autonomous-work surface |

### Closed-loop auto-calibration

Track per run:
- Quota spent (from CodexBar delta before/after)
- Output produced (git commits, wiki pages, board moves)
- Did James use Claude within 2h after an autonomous run? (proxy for "left enough headroom")

Weekly review: if James-usage-after-run rate is high → reserve floor was too low → bump it up. If output/quota ratio is consistently low → narrow per-session cap. If P1 projects are stalling → loosen moderate-tier threshold.

The loop surfaces a weekly "autopilot health" note (not a full brief — one line per signal that changed).

### Config file

`/workspace/agent/autopilot-config.json` — all thresholds live here so any run can tweak them without code changes.

```json
{
  "reserve_5h_pct": 25,
  "reserve_7d_pct": 15,
  "per_session_cap_pct": 10,
  "project_priorities": {
    "congressional-trading": "P1",
    "qip-qien": "P1",
    "TradingBot25": "P1",
    "RoadSense": "P2",
    "AgenticLever": "P2",
    "StageHand": "P3",
    "nanoclaw": "P3"
  },
  "flush_threshold": 60,
  "comfortable_threshold": 40,
  "moderate_threshold": 20
}
```

## Implementation plan

1. **Config + quota reader** — `autopilot-config.json` + script that reads CodexBar endpoint and computes current tier and burn rate
2. **Routing logic** — given tier + priority + project next-action, decide: proceed / skip / use alternate model
3. **Task executor** — runs one unit of work per session, commits result, updates board
4. **Scheduled trigger** — every 30 min, runs quota check; fires task if conditions met
5. **Outcome tracker** — logs quota delta + output produced per run
6. **Weekly calibration** — reviews outcome log, suggests threshold changes

## Notes

- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- CodexBar endpoint: `http://host.docker.internal:7842/usage` — confirmed live and accessible from container.
- LM Studio confirmed live at `http://host.docker.internal:1234` with Gemma 4 12B + 26B models loaded.

"reserve_7d_pct": 15,
"per_session_cap_pct": 10,
"project_priorities": {
-    "congressional-trading": "P1",
-    "qip-qien": "P1",
-    "TradingBot25": "P1",
-    "RoadSense": "P2",
+    "StageHand": "P1",
+    "nanoclaw": "P1",
"AgenticLever": "P2",
-    "StageHand": "P3",
-    "nanoclaw": "P3"
+    "RoadSense": "P2",
+    "qip-qien": "P2",
+    "congressional-trading": "P3",
+    "TradingBot25": "P3"
},
"flush_threshold": 60,
"comfortable_threshold": 40,


- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.

- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- 2026-07-07 — James set priorities (inverted from initial proposal): P1 = StageHand, nanoclaw; P2 = AgenticLever, RoadSense, qip-qien; P3 = congressional-trading, TradingBot25.


- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- 2026-07-07 — James set priorities (inverted from initial proposal): P1 = StageHand, nanoclaw; P2 = AgenticLever, RoadSense, qip-qien; P3 = congressional-trading, TradingBot25.

# Portfolio Autopilot

- Repo: n/a — lives in Nano's scheduled tasks + config
- Goal: Quota-aware autonomous work loop that advances portfolio projects using excess LLM capacity, while preserving a hard reserve for James's interactive use. Self-adjusting over time.
- Stage: spec
- Guard: autonomous-ok
- Metric: portfolio stages advanced per week at ≤ 15% of James's interactive quota consumed
- Blocked on James: confirm priority tiers (P1/P2/P3) for each project
- Next action: build routing logic + config file; wire to CodexBar endpoint at host.docker.internal:7842

## Design

### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Hard reserve (5h window) | 25% | Never touched by autonomous work |
| Hard reserve (7d window) | 15% | Never touched by autonomous work |
| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

### Quota tiers → model routing

| Remaining (above reserve) | Model | Projects allowed |
|---|---|---|
| Flush (>60%) | Claude Sonnet | P1, P2, P3 |
| Comfortable (40–60%) | Claude Sonnet | P1, P2 |
| Moderate (20–40%) | Claude Haiku or Gemini | P1 only |
| Near reserve (<20%) | Gemini / LM Studio | maintenance tasks only |
| At/below reserve | No autonomous work | — |

### Burn-rate gate (for P2/P3)

`sustainable_pct_per_hour = 100 / window_hours`

P2/P3 work only runs when actual burn rate < sustainable pace — i.e., quota is ahead of the smooth curve. P1 work bypasses this gate (runs whenever above the reserve floor).

### Priority tiers (proposed — James to confirm)

| Project | Priority | Rationale |
|---|---|---|
| StageHand | P1 | James's priority — real estate video suite, active discovery |
| nanoclaw | P1 | Maintenance + ongoing infra work |
| AgenticLever | P2 | Business-facing, active build |
| RoadSense | P2 | Going public, active momentum |
| qip-qien | P2 | Live trial — needs progress but review-required gate limits autonomous scope |
| congressional-trading | P3 | Runs autonomously; calibration is in-flight, low need for new LLM spend |
| TradingBot25 | P3 | Deep investment already; review-required, low autonomous-work surface |

### Closed-loop auto-calibration

Track per run:
- Quota spent (from CodexBar delta before/after)
- Output produced (git commits, wiki pages, board moves)
- Did James use Claude within 2h after an autonomous run? (proxy for "left enough headroom")

Weekly review: if James-usage-after-run rate is high → reserve floor was too low → bump it up. If output/quota ratio is consistently low → narrow per-session cap. If P1 projects are stalling → loosen moderate-tier threshold.

The loop surfaces a weekly "autopilot health" note (not a full brief — one line per signal that changed).

### Config file

`/workspace/agent/autopilot-config.json` — all thresholds live here so any run can tweak them without code changes.

```json
{
  "reserve_5h_pct": 25,
  "reserve_7d_pct": 15,
  "per_session_cap_pct": 10,
  "project_priorities": {
    "StageHand": "P1",
    "nanoclaw": "P1",
    "AgenticLever": "P2",
    "RoadSense": "P2",
    "qip-qien": "P2",
    "congressional-trading": "P3",
    "TradingBot25": "P3"
  },
  "flush_threshold": 60,
  "comfortable_threshold": 40,
  "moderate_threshold": 20
}
```

## Implementation plan

1. **Config + quota reader** — `autopilot-config.json` + script that reads CodexBar endpoint and computes current tier and burn rate
2. **Routing logic** — given tier + priority + project next-action, decide: proceed / skip / use alternate model
3. **Task executor** — runs one unit of work per session, commits result, updates board
4. **Scheduled trigger** — every 30 min, runs quota check; fires task if conditions met
5. **Outcome tracker** — logs quota delta + output produced per run
6. **Weekly calibration** — reviews outcome log, suggests threshold changes

## Notes

- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- CodexBar endpoint: `http://host.docker.internal:7842/usage` — confirmed live and accessible from container.
- LM Studio confirmed live at `http://host.docker.internal:1234` with Gemma 4 12B + 26B models loaded.

+- 2026-07-07 — James set priorities (inverted from initial proposal): P1 = StageHand, nanoclaw; P2 = AgenticLever, RoadSense, qip-qien; P3 = congressional-trading, TradingBot25.


<message to="telegram-mg-17796">Updated. New priority order:

- **P1**: StageHand, nanoclaw
- **P2**: AgenticLever, RoadSense, qip-qien
- **P3**: congressional-trading, TradingBot25

Makes sense — the automated systems run themselves, the projects that need active building get the quota.

One thing I want to confirm since voice-to-text can be tricky: by "nanoclaw maintenance" at P1, do you mean ongoing upkeep tasks like the Slack commit and Reddit OAuth wiring? Or something broader?

Starting the routing logic implementation now.</message>


<context timezone="America/Chicago" />
<message id="1076" from="telegram-mg-17796" sender="James Lopez" time="Jul 7, 2026, 9:02 AM">Yeah, for the 9 o’clock maintenance I just mean the general sort of task that we’re working on right now of implementing orchestration and routing and usage and these sorts of things being that this is like infrastructure that we are using to basically set up the factory. I think it’s a high importance to get that set up in working right and working well in polish and that sort of thing to then enable us to sort of accelerate and use all of these things and rely on them. But you’re right to ask the question I appreciate that the Reddit thing yeah that is lower priority and I’m not super concerned about that one that’s been sitting around for a little while. I don’t find that much content on Reddit that’s that like useful for ingestion so yeah that’s been sitting a while and that can wait. The reason it’s blocked is actually there used to be Reddit used to allow the creation of these apps to get the oath and now they don’t now you have to send a message and get approved. I think they’ve been getting a lot of scraping from different AI bots or something and so they’ve become much more restrictive and so that’s what that’s why that thing is not yet done so maybe we just need to sort of note that and remove that from the list.</message>


James clarified:
1. "nanoclaw" at P1 means the infrastructure work we're doing right now - portfolio orchestration, routing, usage monitoring. Not the Reddit thing.
2. Reddit OAuth - not worth pursuing. Reddit has locked down app creation (no longer self-serve, requires approval + message). James doesn't find Reddit content that useful for ingestion anyway. Remove it from the nanoclaw next actions.

So I should:
1. Update the nanoclaw card to remove the Reddit blocker and note why
2. Clarify in the autopilot card that "nanoclaw P1" means the orchestration/routing infrastructure work, not Reddit maintenance
3. Continue building out the routing logic and update BOARD.md to reflect these changes.


1	# nanoclaw
2
3	- Repo: `~/projects/nanoclaw` · https://github.com/jamesjlopez/nanoclaw
4	- Goal: the agent platform itself — powers this whole operating model
5	- Stage: build
6	- Guard: autonomous-ok
7	- Metric: _undefined — James to name (candidate: decision questions James actually answers/week — proxy for brief usefulness)_
8	- Blocked on James: register a Reddit "script" app (for reddit-ingestion OAuth)
9	- Next action: commit uncommitted Slack channel files; then OAuth client_credentials flow for reddit-ingestion once app exists
10
11	## Notes
12	- 2026-07-06 — Migrated Mini → Studio (see nanoclaw memory: machine-migration-gotchas). Daily brief + portfolio board went live today.
13	- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked at Reddit's edge; fails gracefully. Needs OAuth app + client_credentials flow.
14

# nanoclaw

- Repo: `~/projects/nanoclaw` · https://github.com/jamesjlopez/nanoclaw
- Goal: the agent platform itself — powers this whole operating model
- Stage: build
- Guard: autonomous-ok
- Metric: _undefined — James to name (candidate: decision questions James actually answers/week — proxy for brief usefulness)_
- Blocked on James: register a Reddit "script" app (for reddit-ingestion OAuth)
- Next action: commit uncommitted Slack channel files; then OAuth client_credentials flow for reddit-ingestion once app exists

## Notes
- 2026-07-06 — Migrated Mini → Studio (see nanoclaw memory: machine-migration-gotchas). Daily brief + portfolio board went live today.
- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked at Reddit's edge; fails gracefully. Needs OAuth app + client_credentials flow.


- Blocked on James: register a Reddit "script" app (for reddit-ingestion OAuth)
- Next action: commit uncommitted Slack channel files; then OAuth client_credentials flow for reddit-ingestion once app exists

## Notes
- 2026-07-06 — Migrated Mini → Studio (see nanoclaw memory: machine-migration-gotchas). Daily brief + portfolio board went live today.
- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked at Reddit's edge; fails gracefully. Needs OAuth app + client_credentials flow.

- Blocked on James: none
- Next action: portfolio-autopilot routing logic (P1 infra work); commit Slack channel files when convenient

## Notes
- 2026-07-06 — Migrated Mini → Studio (see nanoclaw memory: machine-migration-gotchas). Daily brief + portfolio board went live today.
- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked. **Dropped** 2026-07-07 — Reddit now requires manual approval for new OAuth apps (scraping crackdown). James doesn't find Reddit content high-signal enough to pursue. Dead feature, no further action.


The file /workspace/extra/second-brain/portfolio/projects/nanoclaw.md has been updated successfully. (file state is current in your context — no need to Read it back)

- Blocked on James: none
- Next action: portfolio-autopilot routing logic (P1 infra work); commit Slack channel files when convenient

## Notes
- 2026-07-06 — Migrated Mini → Studio (see nanoclaw memory: machine-migration-gotchas). Daily brief + portfolio board went live today.
- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked. **Dropped** 2026-07-07 — Reddit now requires manual approval for new OAuth apps (scraping crackdown). James doesn't find Reddit content high-signal enough to pursue. Dead feature, no further action.

# nanoclaw

- Repo: `~/projects/nanoclaw` · https://github.com/jamesjlopez/nanoclaw
- Goal: the agent platform itself — powers this whole operating model
- Stage: build
- Guard: autonomous-ok
- Metric: _undefined — James to name (candidate: decision questions James actually answers/week — proxy for brief usefulness)_
- Blocked on James: register a Reddit "script" app (for reddit-ingestion OAuth)
- Next action: commit uncommitted Slack channel files; then OAuth client_credentials flow for reddit-ingestion once app exists

## Notes
- 2026-07-06 — Migrated Mini → Studio (see nanoclaw memory: machine-migration-gotchas). Daily brief + portfolio board went live today.
- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked at Reddit's edge; fails gracefully. Needs OAuth app + client_credentials flow.

-- Blocked on James: register a Reddit "script" app (for reddit-ingestion OAuth)

-- Next action: commit uncommitted Slack channel files; then OAuth client_credentials flow for reddit-ingestion once app exists

+- Next action: portfolio-autopilot routing logic (P1 infra work); commit Slack channel files when convenient

-- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked at Reddit's edge; fails gracefully. Needs OAuth app + client_credentials flow.

+- 2026-07-06 — Reddit ingestion merged 2026-06-13 but non-functional: unauthenticated `.json` API is 403-blocked. **Dropped** 2026-07-07 — Reddit now requires manual approval for new OAuth apps (scraping crackdown). James doesn't find Reddit content high-signal enough to pursue. Dead feature, no further action.


| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | Commit Slack files; Reddit OAuth app (James) | reddit app registration | 2026-06-13 |

| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | portfolio-autopilot routing logic (P1 infra) | none | 2026-07-07 |


# Portfolio Board

One row per active project. Cards with full detail live in `projects/`.
Operating model + decisions: [PLAN.md](PLAN.md).
Stages: `research → discovery → spec → build → test → feedback → maintain`.
Guard: `review-required` (James approves merges) or `autonomous-ok` (agents proceed, report after).

**Seeded 2026-07-06 from git activity — stages and next actions are drafts until James confirms.**

| Project | Stage | Guard | Next action | Blocked on James | Last activity |
|---|---|---|---|---|---|
| [portfolio-autopilot](projects/portfolio-autopilot.md) | spec | autonomous-ok | Build config + quota reader + routing logic | confirm P1/P2/P3 tiers | 2026-07-07 |
| [qip-qien](projects/qip-qien.md) | feedback | review-required | Confirm goal + trial status in brief | confirm card | 2026-07-06 |
| [congressional-trading](projects/congressional-trading.md) | test | autonomous-ok | Define precision target; run backtest | exit criteria for shadow mode | 2026-07-06 |
| [FindRefurbishedAppleProduct](projects/FindRefurbishedAppleProduct.md) | discovery | autonomous-ok | Confirm goal — brand new repo | confirm card | 2026-07-06 |
| [TradingBot25](projects/TradingBot25.md) | build | review-required | Confirm goal + current strategy state | confirm card | 2026-06-26 |
| [AgenticLever](projects/AgenticLever.md) | build | autonomous-ok | Confirm goal | confirm card | 2026-06-29 |
| [pool-monitor](projects/pool-monitor.md) | maintain | autonomous-ok | None — steady state? confirm | confirm card | 2026-06-17 |
| [StageHand](projects/StageHand.md) | discovery | autonomous-ok | Competitive analysis (James sharing links) | share Instagram competitor links | 2026-07-06 |
| [MentorCore](projects/MentorCore.md) | research | autonomous-ok | Parked — no bandwidth | none | 2026-06-11 |
| [RoadSense](projects/RoadSense.md) | spec | autonomous-ok | Scope public-launch work + GTM; fix display bug | none | 2026-06-06 |
| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | Commit Slack files; Reddit OAuth app (James) | reddit app registration | 2026-06-13 |

## Decision queue

Questions for James, appended by Nano; answered items move to the card's Notes and are removed here.

- (empty — first daily brief will ask to confirm the seeded cards above)

## Recently shipped

- (empty)

-| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | Commit Slack files; Reddit OAuth app (James) | reddit app registration | 2026-06-13 |

+| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | portfolio-autopilot routing logic (P1 infra) | none | 2026-07-07 |


<message to="telegram-mg-17796">Got it — Reddit is dropped. Noted why: Reddit now requires manual approval for new OAuth apps (AI scraping crackdown), and the content isn't high enough signal to be worth chasing. Cleared from the board, no further action.

And confirmed: "nanoclaw P1" = the infrastructure work we're building right now — orchestration, routing, usage monitoring, the factory setup. That's the right framing. Get the rails right, then everything else accelerates on top of them.

Building the routing logic now.</message>


<context timezone="America/Chicago" />
<message id="1078" from="telegram-mg-17796" sender="James Lopez" time="Jul 7, 2026, 9:05 AM">Thinking more about this harder and nonnegotiable floor. I think it needs to be relative to the time left in the window so the window is about to run out. Let’s say Saturday at 4 PM for Anthropic like there’s no sense in keeping 25% reserve right up until 3:59 PM because that’s basically just gonna be wasted that’s gonna get reset and we’re never gonna get a chance to use that usage again and there’s no penalty for using all of it so I think we need to somehow sort of account for this so that it’s relative to the what a consistent burn rate would be or something along these lines. I’m not quite sure how to how to word it or how to think about it, but I wanna make sure that we actually are taken advantage of all of the usage that we have, especially as we approach the end of the window and then the other thing I saw something about never using more than 10% of the usage window. I don’t think we wanna have that sort of constraint.</message>


James is making two important points:

1. **The reserve floor should be time-adaptive**: As the reset time approaches, the reserve should shrink toward 0 because unused quota gets wasted. At t=0 before reset, there's no point holding any reserve. He's right - a fixed 25% reserve held until the last minute just wastes quota that would reset anyway.

2. **Remove the 10% per-session cap**: He doesn't want to artificially constrain each autonomous session to 10% of remaining quota. If there's work to do and quota available, don't throttle it.

Let me think about the math for the time-adaptive floor:
The reserve should scale with how much time James has left to use it. If there's 4 hours remaining in a 5-hour window, he might need an hour's worth of quota for interactive work, but if only 30 minutes remain, the reserve should be proportionally smaller. I can calculate this by taking the fraction of the window duration that's left and multiplying it by the base reserve amount—so at 10% of the window remaining, only 10% of the base reserve gets held, and it naturally approaches zero as reset approaches. Removing the per-session cap entirely and letting the adaptive reserve be the only constraint—so the system can burn everything above that reserve when quota is available. The burn-rate gate for lower-priority work still applies, checking whether the current consumption pace is ahead of the smooth linear burn curve across the window.

Near reset, the adaptive reserve shrinks toward zero, freeing up all remaining quota as burnable. If there's quota left at that point, the burn rate would actually be low relative to the smooth pace, which means lower-priority work should run and consume what's left—the math naturally prevents waste.

I need to update the portfolio-autopilot card with the adaptive reserve formula and clarify how the system handles the two time windows: whether it takes the more conservative reserve or applies them independently.

Both windows compound together—the burnable amount is constrained by whichever quota is more restrictive, so I calculate the remaining percentage minus the adaptive reserve for each window, then take the minimum to ensure we don't exceed either limit.


Good refinement. Two clean changes — updating the design now.


### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Hard reserve (5h window) | 25% | Never touched by autonomous work |
| Hard reserve (7d window) | 15% | Never touched by autonomous work |
| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Base reserve (5h window) | 25% | Interactive buffer — scales down as reset approaches |
| Base reserve (7d window) | 15% | Interactive buffer — scales down as reset approaches |

**No per-session cap.** If there's burnable quota and work to do, use it.

### Adaptive reserve formula

```
adaptive_reserve_pct = base_reserve_pct × (resets_in_sec / window_duration_sec)
burnable_pct         = remaining_pct − adaptive_reserve_pct
```

This means:
- Start of window: full reserve held
- Mid-window: reserve shrinks proportionally
- Near reset: reserve → 0 (almost all remaining quota is burnable)

Applied to both windows independently; take the more conservative (lower burnable) as the constraint:
```
burnable = min(burnable_5h, burnable_7d)
```

Work runs only when `burnable > 0`.


### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Base reserve (5h window) | 25% | Interactive buffer — scales down as reset approaches |
| Base reserve (7d window) | 15% | Interactive buffer — scales down as reset approaches |

**No per-session cap.** If there's burnable quota and work to do, use it.

### Adaptive reserve formula

```
adaptive_reserve_pct = base_reserve_pct × (resets_in_sec / window_duration_sec)
burnable_pct         = remaining_pct − adaptive_reserve_pct
```

This means:
- Start of window: full reserve held
- Mid-window: reserve shrinks proportionally
- Near reset: reserve → 0 (almost all remaining quota is burnable)

Applied to both windows independently; take the more conservative (lower burnable) as the constraint:
```
burnable = min(burnable_5h, burnable_7d)
```

Work runs only when `burnable > 0`.

# Portfolio Autopilot

- Repo: n/a — lives in Nano's scheduled tasks + config
- Goal: Quota-aware autonomous work loop that advances portfolio projects using excess LLM capacity, while preserving a hard reserve for James's interactive use. Self-adjusting over time.
- Stage: spec
- Guard: autonomous-ok
- Metric: portfolio stages advanced per week at ≤ 15% of James's interactive quota consumed
- Blocked on James: confirm priority tiers (P1/P2/P3) for each project
- Next action: build routing logic + config file; wire to CodexBar endpoint at host.docker.internal:7842

## Design

### Three levers (all configurable)

| Lever | Default | Purpose |
|---|---|---|
| Hard reserve (5h window) | 25% | Never touched by autonomous work |
| Hard reserve (7d window) | 15% | Never touched by autonomous work |
| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

### Quota tiers → model routing

| Remaining (above reserve) | Model | Projects allowed |
|---|---|---|
| Flush (>60%) | Claude Sonnet | P1, P2, P3 |
| Comfortable (40–60%) | Claude Sonnet | P1, P2 |
| Moderate (20–40%) | Claude Haiku or Gemini | P1 only |
| Near reserve (<20%) | Gemini / LM Studio | maintenance tasks only |
| At/below reserve | No autonomous work | — |

### Burn-rate gate (for P2/P3)

`sustainable_pct_per_hour = 100 / window_hours`

P2/P3 work only runs when actual burn rate < sustainable pace — i.e., quota is ahead of the smooth curve. P1 work bypasses this gate (runs whenever above the reserve floor).

### Priority tiers (proposed — James to confirm)

| Project | Priority | Rationale |
|---|---|---|
| StageHand | P1 | James's priority — real estate video suite, active discovery |
| nanoclaw | P1 | Maintenance + ongoing infra work |
| AgenticLever | P2 | Business-facing, active build |
| RoadSense | P2 | Going public, active momentum |
| qip-qien | P2 | Live trial — needs progress but review-required gate limits autonomous scope |
| congressional-trading | P3 | Runs autonomously; calibration is in-flight, low need for new LLM spend |
| TradingBot25 | P3 | Deep investment already; review-required, low autonomous-work surface |

### Closed-loop auto-calibration

Track per run:
- Quota spent (from CodexBar delta before/after)
- Output produced (git commits, wiki pages, board moves)
- Did James use Claude within 2h after an autonomous run? (proxy for "left enough headroom")

Weekly review: if James-usage-after-run rate is high → reserve floor was too low → bump it up. If output/quota ratio is consistently low → narrow per-session cap. If P1 projects are stalling → loosen moderate-tier threshold.

The loop surfaces a weekly "autopilot health" note (not a full brief — one line per signal that changed).

### Config file

`/workspace/agent/autopilot-config.json` — all thresholds live here so any run can tweak them without code changes.

```json
{
  "reserve_5h_pct": 25,
  "reserve_7d_pct": 15,
  "per_session_cap_pct": 10,
  "project_priorities": {
    "StageHand": "P1",
    "nanoclaw": "P1",
    "AgenticLever": "P2",
    "RoadSense": "P2",
    "qip-qien": "P2",
    "congressional-trading": "P3",
    "TradingBot25": "P3"
  },
  "flush_threshold": 60,
  "comfortable_threshold": 40,
  "moderate_threshold": 20
}
```

## Implementation plan

1. **Config + quota reader** — `autopilot-config.json` + script that reads CodexBar endpoint and computes current tier and burn rate
2. **Routing logic** — given tier + priority + project next-action, decide: proceed / skip / use alternate model
3. **Task executor** — runs one unit of work per session, commits result, updates board
4. **Scheduled trigger** — every 30 min, runs quota check; fires task if conditions met
5. **Outcome tracker** — logs quota delta + output produced per run
6. **Weekly calibration** — reviews outcome log, suggests threshold changes

## Notes

- 2026-07-07 — James approved design. Start with intelligent defaults, evolve to closed-loop. Config file approach so thresholds are tweakable without code changes.
- 2026-07-07 — James set priorities (inverted from initial proposal): P1 = StageHand, nanoclaw; P2 = AgenticLever, RoadSense, qip-qien; P3 = congressional-trading, TradingBot25.
- CodexBar endpoint: `http://host.docker.internal:7842/usage` — confirmed live and accessible from container.
- LM Studio confirmed live at `http://host.docker.internal:1234` with Gemma 4 12B + 26B models loaded.

-| Hard reserve (5h window) | 25% | Never touched by autonomous work |

-| Hard reserve (7d window) | 15% | Never touched by autonomous work |

-| Per-session cap | 10% of remaining | Max any one autonomous run can spend |

+| Base reserve (5h window) | 25% | Interactive buffer — scales down as reset approaches |

+| Base reserve (7d window) | 15% | Interactive buffer — scales down as reset approaches |

+**No per-session cap.** If there's burnable quota and work to do, use it.

+adaptive_reserve_pct = base_reserve_pct × (resets_in_sec / window_duration_sec)

+burnable_pct         = remaining_pct − adaptive_reserve_pct

+- Mid-window: reserve shrinks proportionally

+- Near reset: reserve → 0 (almost all remaining quota is burnable)

+Applied to both windows independently; take the more conservative (lower burnable) as the constraint:

+burnable = min(burnable_5h, burnable_7d)