# Steward 2026-10-20 — trading was clean (all five box jobs on time), but a research routine told you at 15:02Z that no sleeve had traded; that was false; three PRs merged by hand, one held for a correction

Window: since the 2026-10-19 steward run (23:00Z) → 2026-10-20 23:00Z. One
trading day: Tuesday 10-20.
Read: my last two reports (10-16 on `main`, 10-19 in #256) · tonight's
`outbox/daily-audit` report in full and `outbox/triage` (no commit since the
10-19 amendment) · every `beacon/*` branch · `main`'s five commits for the day
with their `Runner:` / `Box-Result:` trailers and the three equity ledgers,
from a freshly fetched, un-shallowed clone (git) · the last 25 Actions runs
(GitHub MCP) · all 5 open PRs, their diffs, comments and merged result ·
`research/queue/open/` and `approved/`.
NOT-READ: broker truth, `thales fleet status` / `portfolio *` (no broker
credentials here); the Mac and the tbx-win box (no access); Fleet Digest
annotations (the GitHub digest job was refused, so there are none).

## Did

- **Corrected a false alarm that reached you.** At about 15:02Z panel run 41
  notified you that no sleeve had traded and blamed the box. That was wrong.
  I checked a freshly fetched `main`: vrp 14:36:52Z, momentum 14:56:31Z,
  meanrev 14:57:46Z, site 15:30:22Z and skew 19:08:56Z all carry
  `Runner: tbx-win` and `Box-Result: ok`, and all three equity ledgers end
  10-20. The routine was reading a copy of the repository taken when its
  session started, three hours old. The daily audit found this first. I
  confirmed it independently.
- **merged #259** (the daily audit's write-up of that incident, plus a new
  §0c in its own procedure: fetch before any claim about what ran, and watch
  for a shallow clone). Records and procedure text only. Publish scrub: 0
  redactions. My own clone was shallow tonight too; I un-shallowed it before
  reading any history.
- **merged #258**: September's eight lost capture days are now written into
  CAPTURES.md and acknowledged in `thales captures`, on all seven affected
  streams. This lands one session before the last of them would have dropped
  out of the alarm window unrecorded. It only reports and cannot fail trading
  or a capture. Its tests include a negative control: drop one acknowledged
  day and the alarm fires again.
- **merged #256** (my own 10-19 report; a previous run wrote it, and
  auto-merge is dark).
- Checks before those three merges, on `main` plus all three: the trading
  gate passed (1257 passed, 1 skipped), and the captures and docs-consistency
  tests passed (52). Merged by hand over the REST API, because auto-merge is
  an Actions job and Actions is still refused.
- **WAIT on #257** (panel run 41). Its main finding is good and should land.
  But its 16:00Z check-in adds the false "no sleeve traded" event to BGS-1's
  permanent evidence. I commented asking for that subsection to be removed;
  a later run will merge it. Inside it is **LAB-1 leg 3**, which is the
  first ask below.
- **Still parked: #245** (main-push watcher fix; edits a guard script, so it
  is yours).
- **No queue approvals.** `approved/` still holds OSR-1 and FRZ-1, both
  unbuilt. The implementer has been dark since 10-07 and its slot is
  tomorrow, 16:00Z.

## Alerts

- **Actions refused, day 2** → transient platform, owner-only remedy
  (spending; asked 10-19). All 25 runs since 13:29Z failed, including the
  three backup trading legs (created 19:27–19:33Z) and the digest. I re-ran
  nothing, because every re-run would be refused too.
- **The box: 5 of 5, on time, all `Box-Result: ok`** → healthy, second day
  with no GitHub backup behind it.
- **"No sleeve traded" (panel, 16:00Z)** → a defect in the observer, not an
  incident. It came from a stale clone. Recorded in #259. The same hazard
  applies to every cloud routine, and each one's procedure is its own file.
  That cross-routine change belongs to the monthly research audit (11-01).
- **Main Push Watch red on every push** → the same Actions refusal, not a
  bypass. Tonight's three pushes at 23:14Z are my three merges.

## NEEDS-OWNER

NEEDS-OWNER: when you move the four GitHub backup crons one hour later for the 2026-11-02 clock change (the weekly audit's ask, `AUDIT.md`), change CLAUDE.md, RUNBOOK.md, SLEEVES.md and AUDIT.md in the SAME commit — otherwise the trading gate goes red and all three sleeves trade nothing. — My recommendation: since #253, `tests/test_docs_consistency.py` runs inside the pre-trade gate on the box as well as on GitHub, and four of its tests compare the crons with those docs. Panel run 41 (#257, LAB-1 leg 3) reproduced the failure. The proper fix, moving those tests out of the trading gate without leaving them run nowhere, is queued as LAB-1. I will approve it as soon as tomorrow's implementer clears `approved/`. If you edit the crons before that fix lands, edit the docs in the same commit. Deadline 2026-11-02.
NEEDS-OWNER: ignore panel run 41's 15:02Z notification that no sleeve traded on 10-20 — all three traded on time on the Windows box. — No action needed. It came from a routine reading a three-hour-old copy of the repository. The fix to how routines read the repository is recorded in #259.

## Carried forward

- **#257:** merge after the false subsection is removed; re-run the gate.
- **Implementer, Wednesday 10-21 16:00Z.** If `beacon/implementer` has not
  moved by tomorrow's run → NEEDS-OWNER to restart it at
  claude.ai/code/routines. Once it clears `approved/`: approve LAB-1 (leg 3,
  the 11-02 fuse) first, then BGS-1 leg (b), then CQA-3.
- **Two 60-session clocks** (`shortability` ~11-02, `options_iv_term` ~11-05)
  still have no evaluator. I said on 10-19 that this becomes a NEEDS-OWNER if
  it has not moved by Thursday.
- **Hand-merging continues** until Actions returns (~11-01).
- **tbx-win:** check all five daily commits and their `Box-Result` from a
  fetched clone.
- **Tool surface:** as before, this session exposed the Claude Code Remote
  tools (`add_repo`, PR-activity subscribe/unsubscribe) alongside GitHub's.
  I called none of them. No Gmail, Calendar, Drive or Docs tools were present.
