Roxy on the local Mini
Bob’s private research assistant. As of September 27, production is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install.
Roxy is Bob’s private research assistant. As of September 27, 2026, production is the local Mini, not Hermes Cloud. She collects Bob’s research, remembers how he works, and answers questions from his own source library.
Current · September 27, 2026 · from Roxy’s notes
Production Roxy is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install. Roxy wrote Milo twice today. The 6:58 PM ET note corrects the 2:45 PM ET note where they differ. Milo did not re-measure the Mini.
Rails unchanged: research only, no brokerage or orders, no client PII in agent stores. Relationship mapping stays abandoned unless real use reopens it.
Standing · Optimum gateway · do not change
Cos Cob service is Optimum cable over coax, not fiber. Ethernet from the Mini to the right-hand tower (the gateway) is up at 1 Gbps. The Mini’s Wi-Fi stays on for Apple Watch communication. The left box is the TV client. Leave its power, HDMI, and coax alone. Do not change the gateway: no bridge mode, no Wi-Fi name or password change, no port forwards, DMZ, DNS change, or factory reset.
Not run · database checkup prompt
Still the weekend list, not a result. Roxy runs it herself, read-only, session-only: /model anthropic/claude-fable-5.1 (the id uses a dot). Note the current model first and switch back after. Crons stay on the normal model. If she flags the cost of the gold-set re-run, skip that step.
Roxy — database checkup. Read-only this pass: SELECT and catalog queries only, no DDL/DML, no deletes, no re-embeds. Do not quote document text in your reply. 1. Inventory: tables and row counts, total DB size vs. Supabase Pro limits, growth per week since July. 2. Library shape: docs by publisher and by month; chunks per doc and chunk-size spread; passages missing embeddings; docs missing author / date / source link; possible duplicates. 3. Health: index list and slowest queries (if pg_stat_statements is on); pass/fail history for daily ingest, the weekly digest, and both basket scanners since Aug 30. 4. Retrieval: re-run the frozen gold set against today's corpus. Does the 0.42 honest-miss cutoff still hold? 5. Use: what Bob has actually asked about since Aug 30 vs. what is in the library. Which publishers pile up unread? Then give me at most 7 recommended actions, ranked. For each: evidence, effort, cost impact, risk, and whether it is reversible. Put anything that would break the current design rules (no knowledge graph, no summarize-at-ingest, no second store) in a separate section, with the evidence for reopening that rule.
Session results · August 30, 2026
Roxy carried the morning’s work list solo. Outcomes as Roxy reported them that day. The library counts from this box were dropped on September 27 and are not the live inventory:
Partial as of August 30: the basket scanners had not yet fired. Correction, September 27: Roxy reports those scanners have run every scheduled slot since August 31, with mail in Sent through September 25. iCloud is not a move project. Account recovery is already done. The local Hermes install is production. Do not delete it.
The foundation is live. Real Substack mail reaches Roxy, cited answers from the library are proven, and on-demand company-event ingestion is activated.
Bob’s private research assistant. As of September 27, production is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install.
Bob can work with Roxy through Telegram and Hermes Desktop. As of September 27, production is the local Mini. Do not point Desktop’s Gateway at Cloud. Do not delete the local install.
Honcho carries Bob’s preferences and working context. Woken and confirmed active (API + deriver) ahead of the August 14 session. Hosted tenants can sleep when idle; resume at the Honcho app if it naps again. Separate from the research-document library.
Roxy has a dedicated Gmail account. Bob’s Substack-only filter forwards publisher mail to Roxy. Real publisher mail is in the agent inbox, and library ingest from that mailbox is operational.
Bob owns a Supabase Pro database with hybrid search — word search plus search-by-meaning. Hybrid search became the default on August 30, with duplicate protection and daily library ingest. Ingest runs at 7:40 AM ET. Tomorrow’s run is the first proof of the current wrapper. On September 27 the passage embed catch-up finished at 2:43 PM ET: 7,811 passages embedded, 0 still waiting. These notes do not include a fresh document count. August inventory figures are not the live count.
Dropbox holds Roxy’s outputs, a practical rebuild kit, and the shared Inbox for large source files Bob wants Roxy to ingest. Inbox is a handoff, not a watched folder—Bob drops a file and asks.
Bob can hand Roxy a shareholder meeting, earnings call, investor day, conference, or management interview as captions, transcript, URL, or a Dropbox Inbox file. Official text wins; ElevenLabs Scribe v2 runs only when transcription is needed. Video is treated as audio—no slide or visual analysis. Two real events are already in the library. One artifact at a time.
Green components are live. As of September 27, 2026, production Roxy is the local Mini, not Hermes Cloud. Mail feeds the private library. Cited answers and honest misses are proven. Company events ingest on demand. August document counts are not shown.
September 27, 2026: production Roxy is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install. Hermes v0.21.5 was observed at 2:32 PM ET; Roxy did not run that update. Passage embed catch-up finished at 2:43 PM ET (7,811 passages embedded, 0 waiting). August library counts are dropped; these notes have no fresh document count. Scanners have run every scheduled slot since August 31, as Roxy reported. Still open: tomorrow’s 7:40 AM ingest is the first proof of the current wrapper; Time Machine is configured on a 2 TB T7 Shield but a snapshot was not readable at 6:58 PM ET; Office activation was not checked; the Fable 5.1 checkup was not in these notes. Cited answers remain proven. Company event ingestion stays on demand. Matt Pocock skills stay done at 7. Relationship mapping stays abandoned.
Bob closed this checklist on August 15. A question the library can answer returns a cited hit; a question outside the corpus returns an honest miss; re-ingest keeps a single document. Searchable library is still not complete research coverage.
7 safe Matt Pocock skills are live on production Roxy. This work is finished: no further installs are planned. The remaining skills from the set of 25 stay uninstalled; dangerous and caution-flagged skills stay blocked.
These are possibilities, not commitments. The next product decision should follow Bob’s real use rather than a prebuilt phase tree.
As of September 27, production Roxy is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install. The August 16 note that Desktop used Cloud is historical. Do not close the iMac fallback window early.
iCloud sync is not the move. Office is installed from a new license Bob bought, not a seat move. Activation was not checked. “Prompt for every local action” is still not a stock Hermes switch.
Cited answers are proven. August inventory figures were retired on September 27. These notes have an embed recheck (7,811 passages, 0 waiting) and no fresh document count. The Fable checkup has not been run. Trust still means Bob relying on cited answers over time, not bulk storage alone.
Today Roxy finds documents by matching the words in Bob’s question against the words in the library. That works when the words line up, and fails silently when they don’t: ask about “datacenter power constraints” and a document that says “grid interconnect queues” never gets found—so Roxy honestly reports a miss on something the library actually contains.
The planned fix has three small parts, all inside Bob’s existing Supabase—no new services:
Shipped August 30 (Roxy’s report): hybrid search is the live default. The merge keeps word search primary and uses meaning search to backfill what words alone miss (a blended-ranking alternative was tested and rejected because it hurt exact-term lookups). The honest-miss threshold is calibrated at cosine 0.42 against the frozen gold set: vocabulary-mismatch 10/10, exact-term 5/5, out-of-corpus honest misses 4/4, author/date 3/3. September 27 embed recheck, as Roxy reported: 7,811 passages embedded, 0 waiting. Live proof: a paraphrased question found the right passage at 0.538; a question the library doesn’t cover stayed an honest miss.
One concise, source-cited digest, emailed to Bob at 3:00 AM Monday, every line cited to a real document, honest about quiet weeks. Roxy’s first scheduled push. Built August 16: Bob opted in; first real send Monday Aug 17, 03:00 ET to rbcorman@gmail.com; a 65-line cited dry-run already went to James. Pause anytime with “pause digest.”
Analyze masked client portfolios for concentration, research exposure, and changes over time.
Fetch end-of-day prices on demand with a named source and as-of date, rather than building a standing market-data warehouse. Live August 16: on-demand EOD from Alpha Vantage (e.g. AAPL 2026-08-14 = $305.93). Raw tape only — split/dividend-adjusted close is premium-blocked, so the script refuses rather than guess.
Record dated theses with confidence, horizon, invalidation conditions, supporting sources, and later outcome review.
Test hypothetical positions separately from Bob’s real and client portfolios.
Optional teaching lab, not a production brain and not tomorrow’s work. Install LM Studio on Bob’s M4 Mini (64 GB) with Qwen 3.6 27B (MLX 8-bit). Qwen 3.8 27B is not released yet — do not download placeholder copies. LM Studio is the easy tool, not the fastest inference engine.
Start the local server only when Bob wants it; leave it off the rest of the time. Correction, September 27: production Roxy is already the local Mini, so this lab is no longer blocked by a Cloud-only Desktop. It is still optional teaching, not this weekend’s work. If the local model is off, Roxy should say so rather than pretend it is running.