Commit Graph

8 Commits

Author SHA1 Message Date
Keysat 2e70b34592 Architect grounding boundary: redaction/re-hydration privacy gate (v0.1.0:55)
Phase 1 Workstream D. Lets the Architect ground the thesis in REAL recurring LP
objections without any LP identity reaching the Claude API. Layered, defense-in-depth,
fail-closed by construction (docs/redaction-rehydration.md).

backend/redaction/:
- scrub.py: the leak-proof core. Drops Tier-1 (labelled/structured account/wire/SSN/
  IBAN/SWIFT/passport, separator-tolerant); tokenizes known LP entities (dictionary from
  the canonical layer, unicode-folded + hyphen-extended) and structured PII (emails,
  scheme-less/social URLs, intl+ext phones, currency-cued amounts, ISO/worded/numeric/
  quarter dates, addresses, bare long digit runs); pre-neutralizes injected [TYPE_N]
  strings; single-pass rehydrate; metadata-only audit logging (the pseudonym map is the
  de-anon key — local-only, never logged/sent). Hardened across THREE adversarial
  leak-hunts (worded/coded amounts, intl phones, NFD/ligature/zero-width names, slash/
  comma SSN, SWIFT, alpha-prefixed accounts, substance-preserving false-positive fixes).
- client.py: Boundary — one scrub/rehydrate contract, SCRUB_BACKEND=local (default) or
  gateway (Spark Control /scrub + /rehydrate). Fails closed (db_path required; dictionary
  build errors propagate; strict rehydrate returns tokenized-not-de-anon text).
- test_scrub_leak.py, test_reidentification.py: golden-file leak + re-identification
  suites (synthetic only, guardrail #9), regression-locking every leak-hunt vector.

backend/mcp/architect_grounding.py: the flow — retrieve (local) -> minimize-first
(local Qwen) -> scrub (+ local-Qwen NER backstop for unknown names) -> Claude over the
de-identified register only -> re-hydrate locally -> human review. FAILS CLOSED if the
local model is unreachable or a hallucinated token appears. test_grounding_boundary.py
proves nothing sensitive reaches Claude and the three fail-closed paths.

server.py: POST /api/architect/ground (admin) wires retrieval -> ground_objections.
docker_entrypoint.sh: SCRUB_BACKEND (default local). docs/spark-control-scrub-endpoints.md:
the gateway handover spec (Option 1 — caller supplies the entity dictionary).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 17:06:29 -05:00
Keysat 77e619d097 Add Architect Thesis Workshop UI (v0.1.0:49)
Frontend: ThesisWorkshopPage / ThesisWorkshopNode / ThesisWorkshopOptions —
the collaborative iteration screen where partners generate a variable number
of competing thesis options (1, 2, 3, A1/A2/A3 ...) for any node, give
feedback, and regenerate. Reuses the shared api() helper; flexible option
count is the core UX constraint.

Backend Architect agent (architect_agent.py) + routes shipped in dd25bbc;
this completes the user-facing surface and bumps the StartOS package to
0.1.0:49 (anthropic dep already in the image, key loaded from
/data/secrets/anthropic-api-key — self-disabling until present).

Also lands thesis seed iterations v3 and v5 (voice/messaging corrections).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 13:32:43 -05:00
Keysat 3c31b1e8a5 Soft-delete + source-count diagnostics; thesis v4 (0.1.0:47)
- DELETE handlers soft-delete (set deleted_at) + cascade contact -> opps/comms/lp
  instead of hard-deleting (guardrail #3); list queries filter deleted rows.
- ingest: chunking excludes soft-deleted records; qdrant delete-by-source-id;
  sync prunes soft-deleted records' vectors incrementally.
- /api/system/status returns raw source-record counts for sanity-checking.
- docs/thesis-seed-v4.md (no "bet" language, scarcity-forward, freedom-tech as
  a banner option, tightened pillars, reworked segments + edge).

Soft-delete verified via the running HTTP server (delete -> hidden + row kept).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 12:20:38 -05:00
Keysat cd3cca725c Phase 1: dual approval default, web-UI index jobs + merge review queue, thesis v2
- Dual sign-off is now the default (thesis_required_approvals defaults to 2).
- Entity-merge review queue (migration 0003): the fuzzy/Qwen tier no longer
  auto-merges — it writes CANDIDATES (entity_merge_candidates) with a same/different
  suggestion + confidence + reason for a human to approve (merge) or reject (keep
  separate). entity_merge.py applies/rejects (durable via entity_merges, soft-delete,
  repoint links+edges); decided pairs aren't re-surfaced.
- entity_jobs.py: UI-triggered background index jobs (rebuild/update/find-duplicates)
  as subprocesses with a one-at-a-time lock; status in /api/system/status.
- server.py: /api/index/{rebuild,update}, /api/entities/find-duplicates,
  /api/entities/merge-candidates [+ /{id} decide] — admin-gated.
- docs/thesis-seed-v2.md: concrete, plain-English rewrite per Grant's feedback.

Backend verified end-to-end on synthetic data (candidate gen -> approve/reject).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 11:14:12 -05:00
Keysat dd2c34d7bc 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>
2026-06-05 10:47:26 -05:00
Keysat 3e199fd8d5 Phase 1 Workstream A+E: thesis substrate + dual-approval gate
- migration 0002_phase1_architect: thesis_lines (core spine + per-segment lines),
  thesis_nodes (+ append-only revisions), thesis_versions (one-canonical-per-line
  DB invariant), thesis_reviews (dual approval + feedback), segments. Reversible.
- backend/mcp/architect_tools.py: agent draft tools (node tree, versions,
  segments, get_canonical fails-closed) — NO self-approval path. MCP-exposed.
- backend/thesis_review.py + server.py routes: human-gated approval. Dual sign-off
  via thesis_required_approvals; atomic supersede; every action logged.
- docs/PHASE_1.md (kickoff brief); docs/OPERATIONS.md (partner guide);
  start9/0.4 "Resolve duplicate names" fuzzy action.

Verified on synthetic data: dual approval promotes correctly, exactly one
canonical survives supersede, get_canonical fails closed, full interaction_log.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 10:20:00 -05:00
Keysat f357c23c75 Phase 0 complete: fuzzy entity tier, incremental sync, Start9 packaging
- Fuzzy tier (backend/ingest/fuzzy_resolve.py + llm.py): local Qwen adjudicates
  the deterministic resolver's flagged name-variant candidates; merges are
  durable via entity_merges (deterministic re-runs respect them), losers
  soft-deleted, logged. Idempotent.
- Incremental sync (backend/ingest/sync.py): re-embeds only rows changed since a
  watermark (ingest_sync_state); first run / --recreate = full. Tested full→0→1.
- Start9 packaging (start9/0.4): Dockerfile bundles ingest+mcp + fastembed/mcp;
  "Build search index" action runs the init in a subcontainer; MCP shipped as a
  manual stdio server (not a daemon); version 0.1.0:44. INGEST_PACKAGING.md.
- backfill.py: factored embed_and_upsert() shared with sync.

Verified end-to-end on synthetic data + live Sparks/Qwen/Qdrant.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 08:55:12 -05:00
Keysat c7ce44d963 Phase 0 foundation: canonical schema, ingest pipeline, CRM MCP server
Workstream A–C substrate for the Ten31 agentic system:
- A1: docs/crm-overview.md; CLAUDE.md conventions + guardrail #9
- A2: additive/reversible core migration (canonical_entities, entity_links,
  interaction_log, relationship_edges, soft-delete) + ledgered runner
- B1/B3: chunking + deterministic entity resolution (backend/ingest)
- B2: dense (bge-m3) + BM25 sparse ingest to Qdrant crm_chunks
- C: CRM MCP server (reads, retrieval modes, logged writes) — no outbound tools
- docs: redaction/re-hydration, Gmail enablement runbook
- synthetic test data; .env.example; housekeeping (.gitignore, untrack crm.db,
  drop legacy files + start9/0.3.5)

Verified end-to-end on synthetic data + live Sparks (hybrid > dense on entity
queries). Real backfill runs on Ten31 infra; index holds synthetic data only.
Branch snapshot also captures pre-existing working-tree changes.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 08:13:35 -05:00