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clawd/memory/working-context.md

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Working Context

Updated: 2026-03-12 21:00 ET (nightly maintenance)

Status: Active — Security incident resolved, S short profitable, inou SMTP was wrong (fixed in memory)

Current Projects

George (vault1984 Writer Agent) — LIVE ✅

  • Discord bot: App ID 1480980894042030211, username George
  • Workspace: /home/johan/george/ (SOUL.md, USER.md, AGENTS.md written)
  • OC config: accounts.george wired, gateway restarted
  • Bot connected and live on Discord

inou.com — Active Development

  • 101+ uncommitted files in /home/johan/dev/inou/ — growing, needs commit + push
  • SMTP correction (Mar 12): Johan corrected the briefing nudge — inou uses Proton SMTP token directly (smtp.protonmail.ch:587), NOT Proton Bridge. No bridge needed. Memory updated.
  • 2 unpushed commits on master
  • dealspace: 1 unpushed commit on master (still)
  • james-dashboard: 3 unpushed commits (still)

SentinelOne (S) — Short Position ✅ Profitable

  • Q4 earnings dropped Mar 12 AH (~5 PM ET)
  • Revenue: $271.2M (+20% YoY) — exactly in line, no beat
  • EPS: $0.07 vs $0.06 est (tiny beat)
  • ARR: $1.12B (+22% YoY)
  • Soft Q1 guidance → stock dropped AH. Short is winning.
  • Stock closed at ~$11.55 before earnings, sliding after hours

Kaseya M365 Integration — PERMANENTLY REMOVED ✅

  • Dead since Feb 27; Johan decided to abandon
  • 9 stale Kaseya alerts cleaned from Watchboard (Fully dashboard, port 9202) on Mar 12

Security Incident — RESOLVED (Mar 12)

  • python3 -m http.server running on port 9999 for 5+ days (started ~Mar 7)
  • Was serving /tmp to entire LAN with no auth
  • Exposed: clawvault-preview.db (vault WAL), chrome_import.csv, other temp files
  • Johan: kill it, burn it, bury it, DELETE → Done. Shredded files.
  • Stale M365 OAuth callback server (localhost-only) also killed
  • Johan's preference: Go over Python. Python only for temporary one-off tools.

Python Inventory (Johan wants Go-first)

Running Python (system, untouchable): fail2ban, unattended-upgrades Johan's code that's Python:

  • inou/health-poller — 18 .py files, active Renpho + health data integration
  • mail-agent — superseded by MC (Go), can be deleted
  • clawd/scripts/ — various one-off scripts (OK to stay Python for now)

Open Threads / Pending Decisions

  1. inou git — 82+ uncommitted files; needs commit + push to Zurich (ongoing)
  2. dealspace — 1 unpushed commit on master
  3. james-dashboard — 3 unpushed commits on master
  4. clawd — 1 unpushed commit on master (may vary)
  5. X watch double-fire bug — race condition on heartbeat state writes; same story pings Telegram twice. Fix: atomic write / lock before spawning
  6. vault1984 / inou architecture — Hans's agentchat discussion pending follow-up
  7. inou health-poller Python — Johan prefers Go; consider rewrite eventually
  8. mail-agent Python — superseded by MC; candidate for deletion

Recent Context (Mar 12)

Early Morning (1–5 AM ET)

  • Git audit: inou 5 uncommitted + 2 unpushed; james-dashboard 2 unpushed; dealspace 29 unpushed
  • OpenClaw 2026.3.11 "Hunter & Healer Alpha" dropped — 1M ctx free models via OpenRouter, GPT 5.4 bug fix, Gemini Embedding 2 for memory. Alerted Johan via Telegram (3:39 AM, night shift).
  • Johan asked about S earnings → confirmed reporting AH Mar 12. Cron set for 4:05 PM ET.

Morning Briefing (9:45 AM ET)

  • Iran/Hormuz Crisis: US sank 16 Iranian minelayers, Brent +4.8% → $92, WTI +4.6% → $87
  • IEA releasing 400M barrels — largest emergency release in history
  • SentinelOne Q4 earnings: same day AH, Johan short

Afternoon (13:30–15:00 ET via OpenClaw TUI)

  • Kaseya alerts purge: Johan asked why Watchboard still had Kaseya alerts; 9 stale alerts deleted from alerts.json
  • Port 9999 cleanup: Johan noticed port 9999 security alert — discovered python3 http.server serving /tmp to LAN for 5+ days. Killed and files shredded.
  • Python audit: Johan asked what Python is still running. Identified active items, stale M365 callback killed.
  • inou SMTP correction: Johan corrected wrong nudge — inou uses direct Proton SMTP token, not bridge. Memory updated.

Evening (17:45–18:00 ET via Telegram)

  • Johan asked about S earnings → results were in. Short is profitable (soft Q1 guidance drove AH drop).

Evening Briefing (20:17 ET)

  • S&P 500: 6,740 (−0.8%, broke 50 & 100-day MAs)
  • Oil surged >$100/bbl — Iran blocked Strait of Hormuz, Iraq halted oil ports
  • US releasing 172M barrels from SPR
  • Markets: risk-off across the board

Infrastructure Notes

  • forge (192.168.1.16) = sole active instance, all services live
  • 192.168.1.17 = old server, all user services stopped/disabled
  • George agent workspace: /home/johan/george/
  • MC pipeline: tj@jongsma.me + johan@jongsma.me + WhatsApp (no M365)
  • Watchboard (port 9202): working, Kaseya column permanently paused + alerts purged
  • inou SMTP: uses Proton SMTP token directly (NOT Proton Bridge)
  • OC version: 2026.3.11 (up to date)
  • Claude Code version: 2.1.74 (up to date)