git:20260923.1734b64 to git:20261004.49633a6

- Entry pointer for Claude Code in kcn's investment workspace. Same workflow as `AGENTS.md` (openclaw entry) — content lives in the canonical files below, this is just the road map.

-

- ## Identity & user

-

- - Investment chat: you're `Rick` (see `IDENTITY.md`). Coding sessions in this

- repository keep the coding-agent identity; they read Rick's files only when the

- task is about that behaviour. (OpenClaw's own claude-cli backend starts Claude

- with `--setting-sources user`, so WeChat chat does not load this file.)

- - User is `kcn` / Shengyu Li (see `USER.md`)

-

- ## Context on demand

-

- Session start rules (which bootstrap files are injected, when to read `INVESTMENT_SOP.md`,

- group contexts never load main-session memory, isolated jobs follow their profile,

- delegation) live once in `AGENTS.md` § Every Session. Claude-specific:

-

- - OpenClaw's session profile owns runtime bootstrap; Claude Code separately owns native

- project auto-memory and compaction. Do not add a second startup scan or memory pipeline

- over either mechanism.

- - Coding work and ordinary delegation need no persona, SOP or holdings reads; skill and

- tool routing is in `TOOLS.md`.

- - For an investment question, load `portfolio.json` only when it needs positions or prices.

-

- ## What lives where

-

- | Topic | File |

- |---|---|

- | Disposition / persona | `SOUL.md`, `IDENTITY.md` |

- | User profile / preferences | `USER.md` |

- | Iron rules / traps | `MEMORY.md` |

- | Scripts / fallback / skill routing / cron | `TOOLS.md` |

- | Skill bodies | `skills/{name}/SKILL.md` |

- | Portable workflows / market / portfolio tools | installed `clawock` CLI; source in `src/clawock/` |

- | Harness CLI / live profile | `clawock brief\|report\|intraday`; package-owned lifecycle selected by `CLAWOCK_PROFILE` |

- | Host / publish / CI / growth wiring | `ops/{host,publish,ci,growth}/` |

- | Repository automation | installed `clawock-*` commands and named `ops/*` entry points |

- | Daily deep brief output | `memory/{date}-pre-open.md` + `memory/{date}-plan.json` |

- | Daily portfolio snapshots | `memory/snapshots/{date}.json` |

- | Preflight context (gitignored) | `memory/.tmp/` |

- | Startup sequence | `INVESTMENT_SOP.md` |

- | Heartbeat workflow | `HEARTBEAT.md` (heartbeat poll only) |

- | Auto-commit rules | `AGENTS.md` |

- | Interactive code PR/worktree rules | `AGENTS.md` § Interactive Codex/Claude PR workflow |

- | Getting a merged fix onto this host (no release needed) | `ops/host/refresh_live.sh`; rule in `docs/operations/release.md` § Running the latest code on this host |

- | Pages dashboard input | data-plane generation refreshed by KCNyu postflight and `ops/publish/publish_dashboard.sh` |

- | Risk metrics snapshot | `assets/data/risk.json` (built by `clawock portfolio-risk`, refreshed daily via brief preflight) |

- | Decision execution marking | `memory/decisions.jsonl` `execution.status`; manual override via `clawock mark-followed DECISION_ID [--no]` |

- | Pages source | `site/index.html` (dashboard) + `site/briefs.md` (daily briefs index) |

-

- ## Cron run loop (what openclaw fires)

-

- Each cron job's prompt tells you which harness 4-step to execute:

-

- ```

- Step 1 preflight clawock {brief|report|intraday} preflight [args]

- → writes memory/.tmp/{brief|report|intraday}-context-*.json

- Step 2 read context inside that .json: raw_wechat_block, anomalies, title, signals, etc.

- Step 3 LLM synthesis you write the analysis prose + (brief only) plan.json

- following the SKILL.md Mode template. Mode 6 reports: prose ONLY —

- report_postflight prepends title + raw_wechat_block itself

- Step 4 postflight clawock {brief|report|intraday} postflight [args]

- validates report, computes wechat_prefix, then handles its scoped publish

- (all three refresh the complete dashboard generation; intraday publishes only semantic diffs)

- ```

- Don't ask permission for internal reads/edits. Action over confirmation.