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
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
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
Keysat