chain-balance gates in reconcile_exits + retry queue — ghosts dropped, sells clamped to chain (closes #7); tape ingest pings the daily channel at start + finish

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

copybot.py

@@ -1623,6 +1623,18 @@ class Copybot:
                 keep.append(r)              # resolver owns this token right now
                 continue
             shares = min(r["shares"], mine["shares"])
+            if getattr(self.engine.ex, "live", False):
+                try:                       # closes #7: never retry a ghost
+                    chain_sh = self.engine.ex._shares_held(tok)
+                except Exception:
+                    keep.append(r)
+                    continue
+                if chain_sh < 0.01:
+                    log(f"retry: ghost holding (chain 0) — dropping "
+                        f"{r.get('label','?')[:40]}")
+                    st["my_pos"].pop(tok, None)
+                    continue
+                shares = min(shares, chain_sh)
             price = self.engine._live_price(tok, "sell")
             if price is None:
                 res = {"ok": False, "resp": "no bid side"}
@@ -2024,6 +2036,23 @@ class Copybot:
                 pos = mp.get(token)
                 if not pos:
                     continue
+                # closes #7: the BOOK's share count can drift above the CHAIN's
+                # (venue rounding on partial exits — the BetBoom 0.12sh ghost
+                # looped "not enough balance" forever). Chain is the arbiter:
+                # clamp the exit to what actually exists; a ghost (<0.01sh on
+                # chain) is dropped outright, loudly, instead of retried.
+                if getattr(self.engine.ex, "live", False):
+                    try:
+                        chain_sh = self.engine.ex._shares_held(token)
+                    except Exception:
+                        continue            # no chain truth -> no action this pass
+                    if chain_sh < 0.01:
+                        log(f"reconcile: ghost position (book "
+                            f"{pos['shares']:.2f}sh, chain 0) — dropping "
+                            f"{pos.get('title','?')[:40]}")
+                        del mp[token]
+                        continue
+                    pos["shares"] = min(pos["shares"], chain_sh)
                 name = self.names.get(wallet.lower(), wallet[:10])
                 log(f"reconcile: {name} exited {pos.get('title','?')[:42]} while we "
                     f"weren't listening — mirror-exiting {pos['shares']:.1f}sh now")

recorder/ingest.py

@@ -9,14 +9,32 @@ import gzip
 import json
 import os
 import shutil
+import ssl
 import subprocess
 import time
+import urllib.request
 
 HERE = os.path.dirname(os.path.abspath(__file__))
 DB = os.path.join(HERE, "..", "live", "rtds.duckdb")
 APP, SEG = "wwf-recorder", "/data/segments"
 
 
+def ping(msg):
+    """Best-effort Discord ping to the DAILY channel (user ask 2026-07-19:
+    the nightly pull announces start + finish). Never fatal."""
+    try:
+        hook = json.load(open(os.path.join(HERE, "..", "config.json"))).get("daily_webhook")
+        if not hook:
+            return
+        req = urllib.request.Request(hook, data=json.dumps({"content": msg}).encode(),
+                                     headers={"Content-Type": "application/json",
+                                              "User-Agent": "Mozilla/5.0"})
+        urllib.request.urlopen(req, timeout=10,
+                               context=ssl._create_unverified_context()).read()
+    except Exception:
+        pass
+
+
 # launchd runs daily.sh with a minimal PATH (no /opt/homebrew/bin) — the
 # 2026-07-18 run died on FileNotFoundError: 'flyctl'. Resolve it explicitly.
 FLYCTL = shutil.which("flyctl") or "/opt/homebrew/bin/flyctl"
@@ -42,6 +60,7 @@ def main():
     have = {r[0] for r in con.execute("SELECT segment FROM ingested").fetchall()}
     segs = [s for s in box(f"ls {SEG}").split()
             if s.endswith(".gz") and s not in have]
+    ping(f"📼 tape ingest started — {len(segs)} segment(s) queued")
     total = 0
     for s in sorted(segs):
         raw = box(f"base64 {SEG}/{s}")
@@ -76,6 +95,8 @@ def main():
         print(f"[ingest] {s}: {len(rows)} trades + {len(aux)} aux")
     n = con.execute("SELECT count(*) FROM trades").fetchone()[0]
     print(f"[ingest] +{total} rows · rtds.duckdb now {n:,} trades")
+    ping(f"📼 tape ingest done: +{total:,} rows across {len(segs)} segment(s) "
+         f"· rtds.duckdb now {n:,} trades")
 
 
 if __name__ == "__main__":