3a82c81484
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
7.9 KiB
7.9 KiB
Session handoff — 2026-07-10 (rev 4: real money one step from live)
Self-contained pickup for a fresh session (human or AI). Read README.md gotchas 1–15, FINDINGS.md (the 2026-07-08 sections at the end), ETHERSCAN_MIGRATION.md, and LIVE_ROLLOUT.md. The repo is authoritative.
THE CRITICAL PATH — finish live placement (one wrap + one port)
The real-money bot (wwf-copybot-live, armed, $24.73) cannot place yet.
Root-cause chain, every link PROVEN 2026-07-09/10:
- First two qualifying signals CRASHED the bot inside the unguarded live order path (Fly events: exit_code=1 at 21:21:55Z and 21:53:35Z, seconds after each signal); boot baseline then marked the fresh trades seen. ALL FIXED: executor never raises, per-wallet poll guard, baseline exempts trades younger than the stale window.
- py-clob-client is ARCHIVED (May 2026) — the CLOB rejects its orders ('invalid order version') globally. Reads/auth still work; placement is dead for everyone on it. No newer PyPI release exists.
- Successor: Polymarket/py-sdk (
pip install --pre polymarket-client,SecureClient). Proven working for us tonight: auth ✓, the signer's Deposit Wallet deployed:0x455e252e45Ee46d6C4cc1c8fAdD3899d68f245a1✓, gasless relayer transactions execute ✓ (real txs: 0x935be727…, 0x1044d3c7…),setup_trading_approvals()✓ (max-uint on all spenders), order FORMAT accepted by the exchange ✓. - Sole remaining gap: the wrap. The user's $24.73 sits SAFE as native
USDC at the deposit wallet (his key controls it). The 2026 exchange
trades a wrapped-collateral token (
0xC011a7…; wraps native USDC; UI flows wrap on deposit — our raw transfer bypassed it), and the CLOB's balance view counts ONLY that token → orders reject with 'balance: 0'. Attempted: periphery0x93070a….wrap(asset,to,amount) via gasless batch → 'batch would revert' (likely caller-gated). Neg-risk adapter ruled out.
Next session, in order (do NOT guess with live funds):
- Read Polymarket/ts-sdk (same unified family) for the deposit-wallet wrap/deposit implementation — it contains the exact supported call. Also check docs.polymarket.com's new wallet/collateral pages.
- Replicate that one call via
client.execute_transaction(the gasless path is proven). Success =get_balance_allowanceshows ~$24.73. - Port
LedgerLiveExecutorto the new SDK:SecureClient.create( private_key=…)(wallet auto-resolves; NO api_key needed at runtime once approvals exist), BUY =place_market_order(token_id, side="BUY", amount=<USD>, order_type="FAK"), SELL =shares=<n>; parse the result for filled shares/price; keep py-clob-client temporarily for reads. Repoint the 1.4 cash anchor at the deposit wallet's collateral view — the live bot currently alarmsCASH≠CHAIN +24.73because the anchor still reads the emptied legacy proxy (expected, harmless). pipaddpolymarket-client(--pre) to fly.Dockerfile, deploy, re-runhost/order_probe_v2.py(contains the ENTIRE working onboarding sequence) until a $5 round trip fills, then run LIVE_ROLLOUT Phase 4 on the first organic fill.- Cleanup: probe runs minted several Builder API keys —
fetch_builder_api_keys/ revoke extras.
Meanwhile the armed live bot is harmless-by-construction: every attempt returns ok:False and records an honest missed row.
System state (all healthy, 2026-07-10 00:47Z)
- Paper bot (
wwf-copybot, push mode): Set E, fresh $1,000 book reset 2026-07-08 20:45Z. Day 1½: realized +$1,107.57, 36 copies, 6 open, drift CLEAN (the −11.32 forensics closed at 0.00 — see below). Biggest single win: mirrored Kruto's 3¢→48¢ Hive scalp for +$722. - Live bot (
wwf-copybot-live, poll 60s): armed via LIVE_CONFIRM, $24.73 book, 0 trades (see critical path), Discord pings wired (DISCORD_WEBHOOK secret), auto_redeem off. Disarm:flyctl secrets unset LIVE_CONFIRMorflyctl apps stop. - Set E (both books + backtest): LSB1, imwalkinghere, Kruto2027, 0xbadaf319, gkmgkldfmg, AIcAIc, 1kto1m — pinned floors, identical rules (min_price 0.01 everywhere since 2026-07-09 18:05Z, user-approved).
- Dashboards: jaxperro.com/trading (paper+backtest+sharps),
jaxperro.com/live (real money). Shared renderer
jaxperro/trading/copybot-section.js;
?botFeed=/?rmFeed=overrides. - Watchdog: Fly /health check (paper app) + GH Actions watchdog.yml → Discord. NOTE: the live app has NO watchdog (poll mode, no HTTP) — liveness = flyctl logs + feed freshness; wire one before raising caps.
- Daily pipeline: Mac launchd 08:00 + pmset RTC wake 07:58 + caffeinate; appends live-vs-model calibration.csv row daily.
Completed 2026-07-09 (the honesty & detection sprint)
- Fill-split merging: same-token BUY clips ≤120s apart merge into the bet the sharp actually made before the floor gate (gkmg's $612 MOUZ entry read as 3×$204 sub-floor clips; he sold +60% in 5 min). Both books.
- Missed-ledger truth: missed bets settle at the sharp's EXIT when they sold pre-resolution (Kruto Hive miss = honest +$75 counterfactual on $5); settled won/lost rows get one exit-print re-check (fast-resolve race); every row relabeled with its diagnosed cause; the two silent follow-path exits (no-ask book, order rejection) now record misses.
- Clobber fix + drift forensics CLOSED: re-entry on a settled token archives (token#ts keys) instead of overwriting; three vanished records reconstructed from fills-ledger/state-history; paper drift 0.00.
- Order-book snapshots (
bookfield) logged per copy → empirical fill model later. payouts.resolution_time(cond) wired (Etherscan V2, exact on-chain res_t; metadata was 29h wrong on the test market). - min_price parity 0.05→0.01 on the live book (user-approved; the band — not detection — blocked the 16x Hive copy).
Queued work (after the critical path)
- ETHERSCAN_MIGRATION.md phases 0→5 (chain-sweep res_t backfill → shadow audit → consumer flips → trust.py simplification LAST).
- Empirical fill model from the accumulating book snapshots; depth gate before real-money sizing.
- Funding-cluster tracer port to Etherscan logs (Alchemy free tier caps getLogs at 10 blocks).
- Live-app watchdog (no /health in poll mode).
- Decide the leftover $32 on polymarket.us (user's first deposit, wrong venue — withdraw or abandon).
Watch list (does Set E hold up?)
- 0xbadaf319 — two-sided arb/merge clips, not directional conviction; TOP demotion candidate; judge on forward copies.
- AIcAIc — 42% held-win; sell-timing edge (lag-fragile). Second.
- 1kto1m (z=2.4), gkmgkldfmg (z=2.05) — near the gate floor.
- Rejected-with-evidence (don't re-add): oliman2 (true lifetime ~$19k, not PM's $112k), leegunner (negative to copy), 0xb0E43B/ArbTraderRookie (refund harvesters), lma0o0o0o (negative in shared book), Winnertraders (6.6-day locks).
User to-dos (security)
- Revoke the polymarket.us API key
f03d9eb5…(secret appeared in a chat screenshot) — if not already done. - Rotate the Discord webhook that was committed to this repo's history pre-2026-07-09 (spam-risk only).
Operational quick-reference
- Follow-set change: edit live/copybot.paper.json →
./live/deploy_bot.sh; keep backtest.json mirrored. - State surgery:
flyctl machine stopFIRST → edit → push →flyctl apps restart→ VERIFY the first heartbeat (gotcha 15; bot memory wins conflicts; boot clones can read a stale GitHub replica briefly). - Never 2 Fly machines per app (
flyctl scale count 1). - Cache single-writer; three cursors per wallet (gotcha 12).
- Bot commits its own state/feed —
git pull --rebase --autostashfirst. - Image changes (fly.Dockerfile, host/) →
flyctl deploy --remote-only; code/config → push + restart. Live app config = fly.live.toml.