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Author SHA1 Message Date
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