Phase 1: investor↔contacts (member_of), system status, thesis seed v1

- entity_resolution: emit member_of relationship edges (contact -> investor),
  so one investor entity owns many contacts (institution) and a HNWI is the N=1
  case; crm_tools.get_investor_contacts + get_entity contacts/member_of; MCP tool.
- seed_synthetic: multi-contact institutions to exercise it (Harbor & Vine = 5).
- server.py: GET /api/system/status (index/entity/thesis/activity health) for an
  in-app status view (no shell needed to verify the index).
- docs/thesis-seed-v1.md: grounded v1 thesis (throughline, 6 pillars, objections,
  per-segment angles, voice) drawn from Ten31's newsletter/site/essays.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Keysat
2026-06-05 10:47:26 -05:00
parent 3e199fd8d5
commit dd2c34d7bc
6 changed files with 154 additions and 0 deletions
+24
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@@ -63,10 +63,34 @@ def get_entity(lp_id, db=None):
out["interaction_count"] = (c.execute(
"SELECT COUNT(*) FROM communications WHERE contact_id IN (%s)" % ",".join("?" * len(cids)),
list(cids)).fetchone()[0] if cids else 0)
# An investor's contacts (member_of edges) — and, for a person, the investor(s)
# they belong to. This is how one investor owns many contacts.
out["contacts"] = [dict(r) for r in c.execute(
"SELECT ce.id, ce.display_name, ce.primary_email FROM relationship_edges re "
"JOIN canonical_entities ce ON ce.id=re.src_id "
"WHERE re.dst_id=? AND re.edge_type='member_of' AND ce.deleted_at IS NULL ORDER BY ce.display_name", (lp_id,))]
out["member_of"] = [dict(r) for r in c.execute(
"SELECT ce.id, ce.display_name, ce.entity_kind FROM relationship_edges re "
"JOIN canonical_entities ce ON ce.id=re.dst_id "
"WHERE re.src_id=? AND re.edge_type='member_of' AND ce.deleted_at IS NULL", (lp_id,))]
out["contact_count"] = len(out["contacts"])
c.close()
return out
def get_investor_contacts(lp_id, db=None):
"""List all contacts (person entities) that belong to an investor entity —
the explicit one-investor-to-many-contacts relationship."""
c = _conn(db)
inv = c.execute("SELECT id, entity_kind, display_name FROM canonical_entities WHERE id=?", (lp_id,)).fetchone()
contacts = [dict(r) for r in c.execute(
"SELECT ce.id, ce.display_name, ce.primary_email FROM relationship_edges re "
"JOIN canonical_entities ce ON ce.id=re.src_id "
"WHERE re.dst_id=? AND re.edge_type='member_of' AND ce.deleted_at IS NULL ORDER BY ce.display_name", (lp_id,))]
c.close()
return {"investor": dict(inv) if inv else None, "contacts": contacts, "contact_count": len(contacts)}
def search_records(query=None, entity_kind=None, limit=20, db=None):
"""Structured search over canonical entities (name substring + kind)."""
c = _conn(db)
+7
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@@ -47,6 +47,13 @@ def get_interaction_history(lp_id: str, limit: int = 20) -> dict:
return t.get_interaction_history(lp_id, limit=limit)
@mcp.tool()
def get_investor_contacts(lp_id: str) -> dict:
"""List all contacts (people) belonging to an investor entity — the
one-investor-to-many-contacts relationship (e.g. a family office's several people)."""
return t.get_investor_contacts(lp_id)
# ── retrieval modes ──
@mcp.tool()
def hybrid_search(query: str, top_k: int = 8, lp_id: str = "", doc_type: str = "",