RTW.xyz COCKPIT · INTERNAL
snapshot just now

Cockpit

Initiatives, tasks, web presence, delivery, and financial state — auto-collected from the source of truth, not retyped.

11
actionable
80
blocked
56
done
+0
last 1d
4
hot
2
flagged
Next Action
as of 2026-05-10

Deploy Decision Log API

~30 min

source: NEXT_STEPS.md / Step 1 · target: DigitalOcean droplet (co-locate with Vouch_Man) at decision-log.rtwadvisors.com

Single highest-leverage action. Decision Log API v0.3.0 is code-ready and OAuth works locally. Once on a real host, the agent can publish, the QBO production cutover becomes possible, and §3-§7 of GO_LIVE_CHECKLIST become actionable.

unblocks 26 downstream tasks
  • →GO_LIVE §3 Decision Log integration (5 tasks)
  • →GO_LIVE §5 First production run (5 tasks)
  • →GO_LIVE §7 Zapier orchestration (4 tasks)
  • →QBO production cutover (HANDOFF_QBO_API_FIX.md, 1 task)
  • →First Bookkeeper run on RTW books (NEXT_STEPS.md Step 3, 11 tasks)
Then

  • 2.Deploy Vouch_Man (solis-bot)

    ~1 hr

    11 tasks unblocked

  • 3.Drop credentials.json into solis/ + run Phase 1

    ~30 min

    3 tasks unblocked

Actionable Now· 11
no blocker; do these whenever you've got a free 10 min
  1. Bookkeeper Agent

    GO_LIVE_CHECKLIST.md↗

    § 1. Environment

    4
    • 1..env populated with real QBO_CLIENT_ID, QBO_CLIENT_SECRET, QBO_REALM_ID
    • 2..env populated with real TAXDOME_API_KEY (when integration is ready)
    • 3.DECISION_LOG_API_URL points at the deployed Decision Log API host (defaults to http://localhost:8000)
    • 4.ZAPIER_TELEGRAM_WEBHOOK configured on the Decision Log API side (Vouch_Man bot wired up)
  2. Repo root

    HANDOFF_SOLIS_FIX.md↗

    § External setup required (before the new session starts)

    3
    • 5.Telegram chat ID for Askia's account — the bot's "admin chat ID" so it knows where to send notifications. The session can show how to obtain this with /start once the bot is rebuilt.
    • 6.Droplet access — same DigitalOcean droplet as Decision Log API (co-located).
    • 7.Decision Log API key — the same DECISION_LOG_API_KEY value the Decision Log uses. The session needs this to wire bot → API auth.
  3. Repo root

    NEXT_STEPS.md↗

    § Gather before you start (5 min)

    4
    • 8.Droplet access. SSH into your DigitalOcean droplet works: ssh root@YOUR_DROPLET_IP. Use the Vouch_Man droplet — the Decision Log co-locates cleanly. If Vouch_Man isn't deployed yet, stand up a fresh $5/mo Ubuntu 22.04 dr
    • 9.Subdomain decision. Pick one. Recommendation: decision-log.rtwadvisors.com. Create a DNS A record at your registrar pointing it at the droplet IP. Wait for propagation (usually < 5 min, max 1 hour).
    • 10.API key. On your local machine: openssl rand -hex 32. Save the output in your password manager labelled "Decision Log API key". You'll paste it into two places later (the droplet env file and agent-bookkeeper/.env). The
    • 11.Confirm Caddy is installed on the droplet. which caddy should return a path. If not, the DEPLOY.md prereqs section has the install command.

Tasks

11 actionable · 80 blocked · 56 done
blockers: 37 DL deploy · 30m 22 Vouch_Man deploy · 60m 21 Solis creds · 30m
  • Bookkeeper Agent ▸ 4 actionable

    GO_LIVE_CHECKLIST.md ↗

    7/42
    5d ago
    • 1/5
      1. Environment ▸ now
    • 6/6
      2. Live Claude validation (4 fixtures) — PASSED 2026-05-04
    • 0/5
      3. Decision Log integration (deployed) ⛔ DL deploy
    • 0/10
      4. Vouch_Man Bot — human approval interface ⛔ Vouch_Man deploy
    • 0/5
      5. First production run (single client) ⛔ DL deploy
    • 0/4
      6. First 10 production runs (any clients) ⛔ DL deploy
    • 0/4
      7. Zapier orchestration ⛔ DL deploy
    • 0/3
      8. Monitoring ⛔ DL deploy
  • Repo root ▸ 4 actionable

    NEXT_STEPS.md ↗

    0/25
    5d ago
    • 0/4
      Gather before you start (5 min) ▸ now
    • 0/3
      Wire the agent (5 min) ⛔ DL deploy
    • 0/1
      Tick the box ⛔ DL deploy
    • 0/6
      Step 2 — Vouch_Man dependency (~ blocked, separate workstream) ⛔ Vouch_Man deploy
    • 0/2
      Pre-flight (20 min) ⛔ DL deploy
    • 0/5
      Manual review (30-45 min) ⛔ DL deploy
    • 0/4
      Publish to Decision Log (5 min, only after review passes) ⛔ DL deploy
  • Repo root ▸ 3 actionable

    HANDOFF_SOLIS_FIX.md ↗

    7/15
    today
    • 2/5
      External setup required (before the new session starts) ▸ now
    • 5/10
      What "done" looks like ⛔ Vouch_Man deploy
  • Repo root

    HANDOFF_SOLIS_PERSONA_BUILD.md ↗

    1/19
    5d ago
    • 1/8
      External setup required (before the new session starts) ⛔ Solis creds
    • 0/11
      What "done" looks like ⛔ Solis creds
  • Solis (persona bot)

    BUILD_STATUS.md ↗

    0/3
    4d ago
    • Confirm SHEETS_SPREADSHEET_ID (default candidate: 1ydxEt4M_maRGwNwRSkB4auJO_G1p7rhWaRfaNxLcm1s)
    • Drop credentials.json (Google OAuth Desktop client; Gmail + Sheets scopes) into solis/
    • pip install -r requirements.txt inside the venv
  • Repo root

    BOOKKEEPER_V1_FINISH_PLAN.md ↗

    30/31
    today
    • 6/6
      Phase 0 — Repo scaffold (blocking; nothing runs without this)
    • 7/7
      Phase 1 — Make existing tests pass + close low-effort gaps
    • 8/8
      Phase 2 — Standards conformance
    • 4/5
      Phase 3 — Decision Log integration (only if decision 2 = yes) ⛔ Vouch_Man deploy
    • 5/5
      Phase 4 — Pre-launch QC + bump to v1.0
  • Repo root

    HANDOFF_QBO_API_FIX.md ↗

    11/12
    today
    • 4/5
      External setup required (before the new session can write code) ⛔ DL deploy
    • 7/7
      What "done" looks like
Blockers come from src/data/blockers.json section map. Override per task with inline [BLOCKED: key] tag. File names link to VSCode.

Build Projects

11 tracked · 2 flagged

  • Bookkeeper Agent

    agent-bookkeeper anthropic-direct

    v1.1 tagged 5/4 — first run on RTW books pending

    < 1w 5d ago

  • Tax Preparer Agent

    agent-tax-preparer anthropic-direct

    ~30% scaffold; gated on Bookkeeper live run

    stalled 11d ago

  • Decision Log API

    decision-log-api

    v0.3.0 — not deployed

    < 1w 5d ago

  • Inbox Brain

    inbox-brain gemini

    Phase 0→1: ingest in progress

    today today

  • Vouch_Man (Decision Log bot)

    solis-bot

    v0.2.0 code-ready, not deployed

    < 1w 5d ago

  • Solis (persona bot)

    solis

    Phase 0 cleanup done; Phase 1 blocked on credentials.json

    < 1w 4d ago

  • rtwadvisors.com

    rtwadvisors-com

    Astro/Vercel — Elite 20 funnel

    < 3d 3d ago

  • rtwadvisors.ai

    rtwadvisors-ai

    Astro/Vercel — scaled tier

    < 3d 2d ago

  • Content automation

    agent-content bedrock ✓

    CLI: topic.md → script + AEO metadata

    today today

  • Marketing collateral

    rtw-marketing

    Strategy + 52-wk content calendar

    today today

  • Phone System (Quo + Sona AI)

    phone-system

    .ai 470 live; .com 404 porting from Grasshopper

    today today
2 projects using direct Anthropic API. Per the AWS Bedrock policy, production paths that may touch client data must route through Bedrock. Direct API is fine for non-PHI dev/test only.

Web Presence

2 sites
AEO checks live: /llms.txt, /sitemap.xml, JSON-LD — probed each npm run sync

Client Delivery

manual

  • Hatchery Planning

    Mon/Tue/Fri in-person, 9:30a–1:30p ET

    next: 05-11 3 upcoming

  • Synergy HomeCare (Hiram)

    Weekly Tuesday 2p ET

    next: 05-12 3 upcoming

  • Synergy HomeCare (Villa Rica)

    Monthly first Tuesday 12:30p ET

    next: 06-02 1 upcoming

  • Real Results (Medical Weight Loss)

    Monthly CFO advisory

    next: 06-02 1 upcoming

  • Travel windows

    build cadence drops to zero

    • 2026-05-15 → 2026-05-17
      Chicago
      Bruno hold
    • 2026-05-22 → 2026-05-25
      South Haven, MI
      Memorial Day
    • 2026-05-29 → 2026-05-31
      Nashville, TN
      Hee Haw
Source: MS Graph credentials not set (MS_GRAPH_CLIENT_ID + MS_GRAPH_TENANT_ID); using manual snapshot

Financial KPIs

stubbed
  • MRR
    —
  • AR aging
    —
  • Elite 20 capacity used
    —
  • Pipeline value
    —
Blocker

QBO env not set (QBO_CLIENT_ID, QBO_CLIENT_SECRET, QBO_REALM_ID, plus a token DB) OR decision-log-api not yet deployed with completed initial OAuth

Memory State

15 entries

  • All Claude API through AWS Bedrock

    feedback

    Architectural rule — every Claude API call from RTW-owned code routes through AWS Bedrock, not direct Anthropic API, for HIPAA BAA chain coverage

    updated today

  • agent-content (RTW Content Pipeline)

    project

    Lightweight CLI script — topic.md → Claude API script → compliance regex sweep → AEO YouTube metadata. Human-in-loop, NOT autonomous. Feeds Synthesia render via Zapier MCP. Lives at RTW_Claude_Projects/agent-content/.

    updated today

  • RTW.xyz Internal Cockpit

    project

    Personal status dashboard at rtwadvisors.xyz — tracks build projects, web presence, client delivery, financials. Astro/Vercel, brand-aligned with .com/.ai. Lives at RTW_Claude_Projects/rtwadvisors-xyz/.

    updated today

  • rtw-marketing (Strategy + Compliance Docs)

    project

    Marketing strategy hub — compliance cheat sheet (GA Rule 20-12-.15), pricing baseline, 52-week content calendar, brand template. Plain markdown, no code. Lives at RTW_Claude_Projects/rtw-marketing/.

    updated today

  • RTW Phone System Build

    project

    Two-line Quo (formerly OpenPhone) Business setup with Sona AI on both numbers, Grasshopper port in progress, Smith.AI deferred to day-60 pending real call volume data

    updated today

  • RTW Video Production Model — Locked 2026-05-10

    project

    Locked broadcast-explainer production model for all RTW video content — multi-scene Synthesia with custom branded slide backgrounds, eighth-grade comprehension, TTS pronunciation rules

    updated today

  • Two-Bot Split (Vouch_Man vs Solis)

    project

    Disambiguates the two Telegram bots in RTW_Claude_Projects — Vouch_Man (approval bot, code-ready) vs Solis (persona bot, plumbing-only). Read before touching anything in solis/ or solis-bot/.

    updated today

  • RTW Web Presence Project Context

    project

    Two-site marketing strategy (rtwadvisors.com = Elite 20 funnel, rtwadvisors.ai = scaled templated/avatar tier), AEO-led, locked 2026-05-05

    1d old

  • Pay-in-advance billing model for .ai (Shelbie feedback)

    feedback

    Family-member real-user feedback on the .ai pricing model and tone — pay in advance, underpromise/overdeliver on response times.

    2d old

  • RTW Video Stack — Locked 2026-05-08

    project

    Locked video tooling decision for RTW marketing engine — Synthesia primary spokesperson, Higgsfield deferred for B-roll, Zapier MCP for orchestration

    2d old

  • CPA License — Georgia

    user

    Askia is licensed as a CPA in Georgia. Advertising/solicitation governed by GA State Board of Accountancy Rule 20-12-.15; client confidentiality by Rule 20-12-.11.

    2d old

  • Inbox Brain Project

    project

    Email-first AI assistant — Gemini Flash classify-at-ingest + Gemini Pro RAG queries over a SQLite ledger. Replaces the failed Solis check-in form-bot architecture. Lives at RTW_Claude_Projects/inbox-brain/.

    4d old

  • Email Stack — Microsoft 365

    user

    Askia's primary inbox aroberts@rtwadvisors.com is on Microsoft 365 / Outlook (NOT Gmail). The rtwadvisors.com tenant is on Azure / Entra ID. Use Microsoft Graph + MSAL for any email integration.

    4d old

  • Webflow Designer was unintuitive — bailed to Gamma

    feedback

    User abandoned Webflow for Gamma because the Designer's visual GUI didn't match his mental model. Bias toward code-first or template-driven options when recommending CMS platforms.

    5d old

  • PHA Agent Build Project Context

    project

    Year 1 agent workforce architecture, dual firm model (PHA + Elite 20), tech stack, and build philosophy

    5d old