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Author SHA1 Message Date
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 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 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