From a088381749628cfb90d7fadff0ea66d39865e423 Mon Sep 17 00:00:00 2001
From: Brandon Li <brandon.seno.li@gmail.com>
Date: Wed, 2 Sep 2026 12:07:25 -0500
Subject: [PATCH] Store the person uuid the master issues, so renames keep our
 identity
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Content-Type: text/plain; charset=UTF-8
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The welcome now carries a personId; it lands in the instance_id setting
and rides on every hello and HTTP report from then on. The master keys
the person by that uuid, so changing instance_name moves our history to
the new name instead of starting a stranger. Read-only in Settings on
purpose — editing it by hand would detach this machine from its person.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---
 app/api/settings/route.ts |  3 +++
 app/settings/page.tsx     | 11 ++++++++++-
 lib/db.ts                 |  4 ++++
 lib/master-link.ts        | 10 +++++++++-
 lib/master-protocol.ts    |  7 +++++--
 lib/reporter.ts           |  9 ++++++++-
 6 files changed, 39 insertions(+), 5 deletions(-)

diff --git a/app/api/settings/route.ts b/app/api/settings/route.ts
index 688c81e..376029d 100644
--- a/app/api/settings/route.ts
+++ b/app/api/settings/route.ts
@@ -9,6 +9,9 @@ export async function GET() {
     for (const key of VALID_KEYS) {
         result[key] = getSetting(key);
     }
+    // Read-only on purpose (not in VALID_KEYS): the master issues this uuid,
+    // and editing it by hand would detach the instance from its person.
+    result.instance_id = getSetting('instance_id');
     return NextResponse.json(result);
 }
 
diff --git a/app/settings/page.tsx b/app/settings/page.tsx
index 49e3f50..91c7e6e 100644
--- a/app/settings/page.tsx
+++ b/app/settings/page.tsx
@@ -17,6 +17,7 @@ interface AppSettings {
     max_concurrent_accounts: string | null;
     master_dashboard_url: string | null;
     instance_name: string | null;
+    instance_id: string | null;
     trading_hours: string | null;
 }
 
@@ -34,6 +35,7 @@ export default function SettingsPage() {
     } | null>(null);
     const [syncing, setSyncing] = useState(false);
     const [instanceName, setInstanceName] = useState<string>('');
+    const [instanceId, setInstanceId] = useState<string>('');
     const [saving, setSaving] = useState(false);
     const [saved, setSaved] = useState(false);
 
@@ -75,6 +77,9 @@ export default function SettingsPage() {
                 if (s.instance_name != null) {
                     setInstanceName(s.instance_name);
                 }
+                if (s.instance_id != null) {
+                    setInstanceId(s.instance_id);
+                }
             });
 
         // Load cached contracts; if cache is empty, auto-resolve
@@ -211,7 +216,11 @@ export default function SettingsPage() {
                         <div>
                             <p className="text-sm font-medium text-slate-800">Instance Name</p>
                             <p className="text-xs text-slate-400 mt-0.5">
-                                Identifier for this autotrader on the master dashboard
+                                Identifier for this autotrader on the master dashboard.
+                                Renaming is safe — the master tracks this machine by its
+                                person ID{instanceId ? (
+                                    <> (<span className="font-mono">{instanceId.slice(0, 8)}</span>)</>
+                                ) : ' once it has connected'}, so history follows the new name.
                             </p>
                         </div>
                         <input
diff --git a/lib/db.ts b/lib/db.ts
index 3543a85..cfef89d 100644
--- a/lib/db.ts
+++ b/lib/db.ts
@@ -155,6 +155,10 @@ seedSetting.run('max_concurrent_accounts', '5');
 seedSetting.run('tick_interval_seconds', '60');
 seedSetting.run('master_dashboard_url', 'https://master.juicerroom.com');
 seedSetting.run('instance_name', '');
+// The person uuid the master issues in its welcome. Stored, then presented on
+// every hello/report — it is what lets a renamed instance_name stay the same
+// person on the master. Never edited by hand.
+seedSetting.run('instance_id', '');
 seedSetting.run('trading_hours', 'full_cme');
 // Solves the captchas the AutoBuyer runs into. Blank uses the key hardcoded in
 // app/api/autobuyer/captcha; set this (or TWOCAPTCHA_API_KEY) to bill another
diff --git a/lib/master-link.ts b/lib/master-link.ts
index 6d9bc9b..31a4366 100644
--- a/lib/master-link.ts
+++ b/lib/master-link.ts
@@ -15,7 +15,7 @@
  * master you control, and prefer https so it cannot be redirected in transit.
  */
 
-import { getSetting, getInstruments, getRunnerHeartbeat, RUNNER_TIMEOUT_MS } from './db';
+import { getSetting, setSetting, getInstruments, getRunnerHeartbeat, RUNNER_TIMEOUT_MS } from './db';
 import { runTrade, startScheduler, stopScheduler, getSchedulerStatus } from './auto-trade';
 import { FIRMS, automationKey } from './automations';
 import { POINT_VALUES } from './trading-logic';
@@ -217,9 +217,14 @@ function connect() {
     s.ready = false;
 
     socket.addEventListener('open', () => {
+        // The stored uuid, once the master has issued one — it, not the name,
+        // is who this instance is, so renaming instance_name keeps the same
+        // person (and their accounting history) on the master.
+        const instanceId = getSetting('instance_id');
         socket.send(JSON.stringify({
             type: 'hello',
             instance,
+            id: instanceId || undefined,
             capabilities: collectCapabilities(),
         } satisfies InstanceMessage));
     });
@@ -235,6 +240,9 @@ function connect() {
         if (msg.type === 'welcome') {
             s.ready = true;
             s.attempt = 0;
+            if (msg.personId && msg.personId !== getSetting('instance_id')) {
+                setSetting('instance_id', msg.personId);
+            }
             console.log(`[master-link] connected to ${url} as "${instance}"`);
             return;
         }
diff --git a/lib/master-protocol.ts b/lib/master-protocol.ts
index 733e985..b51d117 100644
--- a/lib/master-protocol.ts
+++ b/lib/master-protocol.ts
@@ -106,10 +106,13 @@ export type Command =
     | { kind: 'report-now' };
 
 export type MasterMessage =
-    | { type: 'welcome' }
+    /** personId is the person's stable uuid; the instance stores it and
+     *  presents it on later hellos, which is what makes a rename follow the
+     *  person. */
+    | { type: 'welcome'; personId?: string }
     | { type: 'command'; id: string; command: Command };
 
 export type InstanceMessage =
-    | { type: 'hello'; instance: string; capabilities: InstanceCapabilities }
+    | { type: 'hello'; instance: string; id?: string; capabilities: InstanceCapabilities }
     | { type: 'report'; firms: FirmStats[]; scheduler: SchedulerState; capabilities?: InstanceCapabilities }
     | { type: 'ack'; id: string; ok: boolean; result?: unknown; error?: string };
diff --git a/lib/reporter.ts b/lib/reporter.ts
index 9d330f5..952ead4 100644
--- a/lib/reporter.ts
+++ b/lib/reporter.ts
@@ -132,7 +132,14 @@ export async function sendReport(): Promise<void> {
         await fetch(new URL('/api/report', url), {
             method: 'POST',
             headers: { 'Content-Type': 'application/json' },
-            body: JSON.stringify({ instance: instanceName, firms, scheduler }),
+            body: JSON.stringify({
+                instance: instanceName,
+                // Same identity the socket hello carries, so a rename resolves
+                // to the same person whichever transport the report takes.
+                id: getSetting('instance_id') || undefined,
+                firms,
+                scheduler,
+            }),
         });
     } catch {
         // Master might be down — silently continue