Seed the v5 thesis into the Architect Workshop (v0.1.0:53)

backend/thesis_seed.py builds the starting "living messaging source of truth"
from docs/thesis-seed-v5.md: a core line (throughline; the open Option A/B banner
as a competing variant group; the three pillars; the proof; voice rules), one line
per LP segment carrying that segment's angle, and the five segment definitions.

ensure_thesis_seed(conn) runs from init_db, seeding ONLY when the Workshop is empty
(no thesis lines) — idempotent and non-destructive, so it bootstraps once and never
overwrites partner edits. Everything lands draft/candidate; nothing is made canonical
(that stays the partners' dual-approval action, guardrail #4). Content is Ten31's own
messaging, not LP data.

Test: backend/test_thesis_seed.py runs init_db and asserts the core line, 5 segment
lines, the 2-member Option A/B variant group, 3 pillars, segment_cuts, and segment
defs, plus re-seed-is-a-no-op (11/11).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

backend/server.py

@@ -469,6 +469,13 @@ def init_db():
     except Exception as _e:
         print(f"[backfill] grid contact_id backfill warning: {_e}")
 
+    # One-time: seed the v5 thesis into the Architect's Workshop if it is empty.
+    try:
+        from thesis_seed import ensure_thesis_seed as _ensure_thesis_seed
+        _ensure_thesis_seed(conn)
+    except Exception as _e:
+        print(f"[thesis] seed warning: {_e}")
+
     conn.close()
     print(f"Database initialized at {DB_PATH}")
 

backend/test_thesis_seed.py

@@ -0,0 +1,78 @@
+#!/usr/bin/env python3
+"""Offline test for the v5 thesis seed (init_db auto-seed + idempotency).
+
+Runs the real init_db against a throwaway DB (applies migration 0002 and the
+auto-seed), then asserts the Workshop substrate: a core line, one line per segment,
+the Option A/B banner as a 2-member variant group, the pillars/proof, and the
+segments table — and that re-seeding is a no-op.
+
+Run:  cd backend && python3 test_thesis_seed.py
+"""
+import os
+import sqlite3
+import sys
+import tempfile
+
+_tmp = tempfile.mkdtemp()
+os.environ["CRM_DATA_DIR"] = _tmp
+os.environ["CRM_DB_PATH"] = os.path.join(_tmp, "crm.db")
+sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
+
+import server  # noqa: E402
+import thesis_seed  # noqa: E402
+
+FAILS = []
+
+
+def check(cond, msg):
+    print(("  PASS " if cond else "  FAIL ") + msg)
+    if not cond:
+        FAILS.append(msg)
+
+
+def main():
+    server.init_db()
+    conn = sqlite3.connect(server.DB_PATH)
+    conn.row_factory = sqlite3.Row
+
+    lines = {r["line_key"]: dict(r) for r in conn.execute("SELECT * FROM thesis_lines WHERE deleted_at IS NULL")}
+    check("core" in lines and lines["core"]["is_core"] == 1, "core thesis line seeded (is_core)")
+    seg_lines = [k for k in lines if k.startswith("seg_")]
+    check(len(seg_lines) == 5, f"five per-segment lines seeded (got {len(seg_lines)}: {sorted(seg_lines)})")
+    check(len(lines) == 6, f"exactly 6 lines total (got {len(lines)})")
+
+    core_id = lines["core"]["id"]
+    nodes = [dict(r) for r in conn.execute("SELECT * FROM thesis_nodes WHERE line_id=?", (core_id,))]
+    types = [n["node_type"] for n in nodes]
+    check("throughline" in types, "core has a throughline node")
+    check("proof_point" in types, "core has a proof_point node")
+    variants = [n for n in nodes if n["variant_group"] == "positioning"]
+    check(len(variants) == 2, f"Option A/B banner is a 2-member variant group (got {len(variants)})")
+    pillars = [n for n in nodes if n["node_type"] == "claim" and n["title"] and n["title"][0] in "123"]
+    check(len(pillars) == 3, f"three pillar claims (got {len(pillars)})")
+
+    segs = {r["segment_key"] for r in conn.execute("SELECT segment_key FROM segments WHERE status='active'")}
+    check(segs == {"btc_native_hnwi", "institution", "family_office", "smaller_accredited", "ai_energy_operator"},
+          f"five active segments (got {sorted(segs)})")
+
+    # segment lines each carry a segment_cut angle
+    cut = conn.execute("""SELECT COUNT(*) FROM thesis_nodes n JOIN thesis_lines l ON l.id=n.line_id
+                          WHERE n.node_type='segment_cut' AND l.line_key LIKE 'seg_%'""").fetchone()[0]
+    check(cut == 5, f"each segment line has a segment_cut angle (got {cut})")
+
+    # idempotency: re-seeding does nothing (thesis not empty)
+    thesis_seed.ensure_thesis_seed(conn)
+    conn.commit()
+    n2 = conn.execute("SELECT COUNT(*) FROM thesis_lines WHERE deleted_at IS NULL").fetchone()[0]
+    check(n2 == 6, f"re-seed is a no-op when thesis already exists (got {n2})")
+
+    conn.close()
+    print()
+    if FAILS:
+        print(f"FAILED ({len(FAILS)})")
+        sys.exit(1)
+    print("ALL PASS (v5 thesis seed)")
+
+
+if __name__ == "__main__":
+    main()

backend/thesis_seed.py

@@ -0,0 +1,202 @@
+"""Seed the Ten31 v5 thesis into the Architect's substrate (Phase 1).
+
+Builds the starting "living messaging source of truth" the partners iterate on in
+the Thesis Workshop: a CORE line (throughline, the open Option A/B banner debate as
+competing variants, the three pillars, the proof, and the voice rules) plus one
+LINE PER SEGMENT carrying that segment's angle, and the segment definitions.
+
+Content is Ten31's OWN messaging (docs/thesis-seed-v5.md) — not LP data — so it is
+safe to ship in code. Everything lands as DRAFT/CANDIDATE nodes: nothing is made
+canonical here (that is the partners' dual-approval action — guardrail #4).
+
+`ensure_thesis_seed(conn)` is idempotent: it seeds ONLY when no thesis lines exist,
+so it bootstraps an empty Workshop once and never clobbers partner edits afterward.
+"""
+import json
+import sqlite3
+import uuid
+from datetime import datetime, timezone
+
+
+def _now():
+    return datetime.now(timezone.utc).replace(tzinfo=None).isoformat() + "Z"
+
+
+def _eid(prefix):
+    return f"{prefix}_{uuid.uuid4().hex[:16]}"
+
+
+def _log(conn, action, target_id, payload):
+    conn.execute(
+        """INSERT INTO interaction_log
+             (id, ts, actor_type, actor_id, action, target_type, target_id, payload, source, created_at)
+           VALUES (?,?, 'system', 'thesis_seed', ?, 'thesis', ?, ?, 'seed', ?)""",
+        (str(uuid.uuid4()), _now(), action, target_id, json.dumps(payload) if payload is not None else None, _now()),
+    )
+
+
+def _line(conn, line_key, name, segment_key=None, is_core=False, description=None):
+    lid = _eid("thl")
+    conn.execute(
+        """INSERT INTO thesis_lines (id, line_key, name, segment_key, is_core, description, created_at, updated_at)
+           VALUES (?,?,?,?,?,?,?,?)""",
+        (lid, line_key, name, segment_key, 1 if is_core else 0, description, _now(), _now()),
+    )
+    _log(conn, "thesis.line_seeded", lid, {"line_key": line_key, "is_core": bool(is_core)})
+    return lid
+
+
+def _node(conn, line_id, parent_id, node_type, ordn, title, body, status="draft", variant_group=None):
+    nid = _eid("thn")
+    conn.execute(
+        """INSERT INTO thesis_nodes (id, line_id, parent_id, node_type, ord, title, body, status, variant_group, created_at, updated_at)
+           VALUES (?,?,?,?,?,?,?,?,?,?,?)""",
+        (nid, line_id, parent_id, node_type, float(ordn), title, body, status, variant_group, _now(), _now()),
+    )
+    return nid
+
+
+# ── v5 content (docs/thesis-seed-v5.md) ──────────────────────────────────────
+
+THROUGHLINE = (
+    "Bitcoin, AI, and energy are three of the largest growth markets of the next decade, "
+    "and they depend on the same scarce resources: cheap energy and computing power. We "
+    "believe that energy, compute, and AI infrastructure will settle on money that is hard "
+    "to produce. That is not the case today, and connecting these markets to bitcoin is the "
+    "part of the thesis that very few others are making, even as broader crypto tries to "
+    "attach itself to AI and energy. Ten31 invests in that infrastructure with strong conviction."
+)
+
+OPTION_A = (
+    "Ten31 invests in the infrastructure of scarcity. We back the bitcoin, energy, and AI "
+    "companies that produce and secure the scarce resources these markets are built on."
+)
+OPTION_B = (
+    "Ten31 invests in freedom technology. We back the bitcoin, energy, and AI companies "
+    "building the foundation for a more sovereign, less centralized economy."
+)
+
+PILLAR_1 = (
+    "Every one of these markets is bottlenecked on something scarce. AI and bitcoin both "
+    "compete for cheap energy and compute. And we believe energy, compute, and AI "
+    "infrastructure will increasingly settle on money that is hard to produce, which points "
+    "directly at bitcoin. The companies that own and supply the scarce side of that equation "
+    "capture the value as demand grows. That is where we invest. (The bitcoin connection is a "
+    "forward-looking conviction, not a description of today. That gap is the opportunity.)"
+)
+PILLAR_2 = (
+    "We invest in foundational infrastructure with real revenue: the companies that generate "
+    "energy, secure capital, and power computation. Real businesses earning real money from "
+    "real demand today."
+)
+PILLAR_3 = (
+    "Founders come to us because of our experience and our genuine alignment with bitcoin. We "
+    "pursue and lead opportunities exclusive to us. People in this ecosystem know our track "
+    "record and want us on their side."
+)
+
+PROOF = (
+    "$200M+ deployed across two funds into 30+ of the strongest companies in the space "
+    "(Strike, Start9, energy and mining infrastructure). A six-year track record that includes "
+    "large-scale M&A and public-markets activity unmatched by others in this space. Fund III "
+    "continues the same strategy."
+)
+
+VOICE = (
+    "Direct, concrete, conviction-driven. No \"betting\" language, no em dashes, no \"X, not Y\" "
+    "phrasing, no kitchen-sink lists. Plain sentences a serious LP can verify in their head."
+)
+
+POSITIONING_NOTE = (
+    "Open partner decision: which banner do we lead with? Option A frames Ten31 around "
+    "scarcity; Option B frames it around freedom technology (a banner in the spirit of a16z's "
+    "\"American Dynamism\"). Both wordings are still being refined — use the Architect to draft "
+    "more options."
+)
+
+# segment_key -> (display name, definition, needs_to_hear angle)
+SEGMENTS = [
+    ("btc_native_hnwi", "Bitcoin-native HNWIs (OGs)",
+     "Long-time bitcoin holders with significant net worth who care about the ecosystem succeeding.",
+     "Bitcoin only wins if people build on it. Holding is not enough. You care about making "
+     "bitcoin succeed, and so do we. We put capital behind the companies that turn bitcoin into "
+     "a working economy.",
+     "Don't lecture OGs or imply they don't understand bitcoin; don't suggest that simply holding is the goal."),
+    ("institution", "Institutions",
+     "Institutional allocators evaluating exposure to the bitcoin, energy, and AI buildout.",
+     "Exposure to the bitcoin, energy, and AI buildout through a team with a six-year "
+     "institutional track record, including large-scale M&A and public-markets activity unmatched "
+     "by others in this space (and Grant's prior institutional experience on top of that).",
+     "No hype or moonshot framing. Lead with the verifiable track record, not vision."),
+    ("family_office", "Family offices",
+     "Multi-generational capital seeking durable, long-horizon allocations.",
+     "A long-horizon allocation grounded in real businesses, run by a team with deep credibility "
+     "and a real track record.",
+     "Avoid short-term or trader framing; emphasize durability, real businesses, and horizon."),
+    ("smaller_accredited", "Smaller accredited ($100k)",
+     "Accredited investors entering at a more accessible commitment size.",
+     "The same thesis our most convicted investors back, at an accessible entry point.",
+     "Don't talk down to them; it is the same thesis, just an accessible entry point."),
+    ("ai_energy_operator", "AI & energy operators",
+     "Operators in AI and energy who are not yet focused on bitcoin.",
+     "You may not be focused on bitcoin today, and that is exactly the point. We believe bitcoin "
+     "becomes a larger component of energy and compute over time, and most operators in your "
+     "space are not yet positioned for it. We are, and we invest across the stack that connects them.",
+     "Don't assume they're bitcoin-focused and don't preach; connect bitcoin as a growing "
+     "component of their world over time."),
+]
+
+
+def seed_v5(conn):
+    """Insert the full v5 thesis (core line + per-segment lines + segments). Assumes
+    the caller has confirmed the thesis is empty; uses fresh ids."""
+    # ── segments table ──
+    for key, name, definition, needs, avoid in SEGMENTS:
+        sid = _eid("seg")
+        conn.execute(
+            """INSERT INTO segments (id, segment_key, name, definition, needs_to_hear, avoid, version_no, status, created_at, updated_at)
+               VALUES (?,?,?,?,?,?,1,'active',?,?)""",
+            (sid, key, name, definition, needs, avoid, _now(), _now()),
+        )
+
+    # ── core line ──
+    core = _line(conn, "core", "Core Thesis", is_core=True,
+                 description="The shared spine of the Ten31 thesis — throughline, banner, pillars, and proof.")
+    root = _node(conn, core, None, "thesis_root", 0, "Ten31 — Core Thesis", "")
+    _node(conn, core, root, "throughline", 1, "Throughline", THROUGHLINE)
+
+    pos = _node(conn, core, root, "section", 2, "Positioning / Banner (open debate)", POSITIONING_NOTE)
+    _node(conn, core, pos, "claim", 1, "Option A — Scarcity-forward", OPTION_A, status="candidate", variant_group="positioning")
+    _node(conn, core, pos, "claim", 2, "Option B — Freedom tech as the banner", OPTION_B, status="candidate", variant_group="positioning")
+
+    pillars = _node(conn, core, root, "section", 3, "Pillars", "")
+    _node(conn, core, pillars, "claim", 1, "1. Scarcity is the whole opportunity", PILLAR_1)
+    _node(conn, core, pillars, "claim", 2, "2. Foundational infrastructure with real revenue", PILLAR_2)
+    _node(conn, core, pillars, "claim", 3, "3. Founders seek us out, and we lead deals others never see", PILLAR_3)
+
+    _node(conn, core, root, "proof_point", 4, "The proof", PROOF)
+    _node(conn, core, root, "section", 5, "Voice", VOICE)
+
+    # ── per-segment lines ──
+    for key, name, _definition, needs, _avoid in SEGMENTS:
+        lid = _line(conn, f"seg_{key}", name, segment_key=key, is_core=False,
+                    description=f"Segment-specific angle for {name}.")
+        sroot = _node(conn, lid, None, "thesis_root", 0, name, "")
+        _node(conn, lid, sroot, "segment_cut", 1, "Angle", needs)
+
+    return {"core_line": core, "segments": len(SEGMENTS)}
+
+
+def ensure_thesis_seed(conn):
+    """Seed the v5 thesis once, only when the Workshop is empty (no thesis lines).
+    Idempotent and non-destructive: never overwrites partner edits."""
+    try:
+        n = conn.execute("SELECT COUNT(*) FROM thesis_lines WHERE deleted_at IS NULL").fetchone()[0]
+    except sqlite3.OperationalError:
+        return  # thesis tables not present yet (migration 0002 not applied)
+    if n:
+        return
+    out = seed_v5(conn)
+    _log(conn, "thesis.seeded_v5", out["core_line"], {"segments": out["segments"], "source": "thesis-seed-v5"})
+    conn.commit()
+    print(f"[thesis] seeded v5 thesis (core line + {out['segments']} segment lines)")

start9/0.4/startos/utils.ts

@@ -17,8 +17,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
 //   * 0.1.0:49 (Architect: Claude thesis generation + Thesis Workshop screen)
 //   * 0.1.0:50 (Set Anthropic API Key UI action — no terminal needed)
 //   * 0.1.0:51 (entity-resolution fix: people double-count + duplicate queue)
-//   * Current:        0.1.0:52 (grid/contacts unification: contact_id link + grid as front door)
+//   * 0.1.0:52 (grid/contacts unification: contact_id link + grid as front door)
-export const PACKAGE_VERSION = '0.1.0:52'
+//   * Current:        0.1.0:53 (seed v5 thesis into the Architect Workshop)
+export const PACKAGE_VERSION = '0.1.0:53'
 
 export const DATA_MOUNT_PATH = '/data'
 export const WEB_PORT = 8080

start9/0.4/startos/versions/index.ts

@@ -13,8 +13,9 @@ import { v_0_1_0_49 } from './v0.1.0.49'
 import { v_0_1_0_50 } from './v0.1.0.50'
 import { v_0_1_0_51 } from './v0.1.0.51'
 import { v_0_1_0_52 } from './v0.1.0.52'
+import { v_0_1_0_53 } from './v0.1.0.53'
 
 export const versionGraph = VersionGraph.of({
-  current: v_0_1_0_52,
+  current: v_0_1_0_53,
-  other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51],
+  other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52],
 })

start9/0.4/startos/versions/v0.1.0.53.ts

@@ -0,0 +1,21 @@
+import { VersionInfo } from '@start9labs/start-sdk'
+
+// Seed the v5 thesis into the Architect's Thesis Workshop. On upgrade, if the
+// Workshop is empty, it is populated once with the core line (throughline, the
+// open Option A/B banner debate as competing variants, the three pillars, the
+// proof, voice rules), one line per LP segment carrying that segment's angle, and
+// the segment definitions. Everything lands as draft/candidate — nothing is made
+// canonical (that stays the partners' dual-approval action). Idempotent: never
+// overwrites partner edits. No schema migration.
+export const v_0_1_0_53 = VersionInfo.of({
+  version: '0.1.0:53',
+  releaseNotes: {
+    en_US: [
+      'Seeds the v5 thesis into the Thesis Workshop so you and your partner can start',
+      'iterating immediately: the core line (throughline, the Option A/B banner as',
+      'competing options, three pillars, the proof) plus a line per LP segment with its',
+      'angle. Seeds once when the Workshop is empty and never overwrites your edits.',
+    ].join(' '),
+  },
+  migrations: { up: async () => {}, down: async () => {} },
+})