Consolidated 4-tool review (2 correctness agents + Codex + over-eng audit). Money-path (regression-tested): - _flatten_all: moved the fresh-broker close from close_session INTO the shared function + added a broker-held guard on entry cancellation, so the daily-loss CIRCUIT BREAKER (which called _flatten_all raw) no longer strips a just-filled bracket's legs or leaves a sync-gap fill naked. One guard, all callers. - restart state rebuild: _fresh_entries cap, _requested_symbols dedup, and losing benches now rebuild from today's events on boot — a mid-session restart no longer resets the cap to 0 or re-fires a resting order into a duplicate (the 2026-07-06 incident). - POST /orders no longer retries a lost-response URLError (was re-sending duplicate live orders); GET/DELETE still retry. - expire_stale_entries now @_locked (raced the trigger thread). - _session_open: ET conversion instead of a hardcoded 13:30-13:33Z window that only matched EDT — the fast path armed nothing all winter. Security: - admin panel fail-CLOSED on empty ADMIN_TOKEN (was fail-open on a panel fronting the docker socket); header-only token, constant-time compare. - admin API responses redact secret override VALUES (live keys would have echoed after a paper->live switch). - dashboard: removed wildcard CORS (cross-origin drive-by could drive trade actions); optional DASHBOARD_TOKEN gate on POST. Deletions (~805MB + dead code shipped in the prod image): momentum- rebuilt.zip, archive venv/htmlcov, and schwab/ core/ telemetry/ models/ runtime/providers/ storage/replay.py controlroom/ + three dead evaluation stubs + package.json — all verified zero-importer. +4 regression tests. 99 money-path/trigger/exit tests green. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Historical documents
Point-in-time plans, phase writeups, and runbooks from earlier eras of the project (DuckDB backend, WSL/systemd-only deployment, pre-migration architecture pushes). Kept for archaeology; do not follow them — the living docs are the root README.md, RUNBOOK.md, and deploy/README.md.