ten31-database/backend/thesis_seed.py

"""Seed the Ten31 v5 thesis into the Architect's substrate (Phase 1).

Builds the starting "living messaging source of truth" the partners iterate on in
the Thesis Workshop: a CORE line (throughline, the open Option A/B banner debate as
competing variants, the three pillars, the proof, and the voice rules) plus one
LINE PER SEGMENT carrying that segment's angle, and the segment definitions.

Content is Ten31's OWN messaging (docs/thesis-seed-v5.md) — not LP data — so it is
safe to ship in code. Everything lands as DRAFT/CANDIDATE nodes: nothing is made
canonical here (that is the partners' dual-approval action — guardrail #4).

`ensure_thesis_seed(conn)` is idempotent: it seeds ONLY when no thesis lines exist,
so it bootstraps an empty Workshop once and never clobbers partner edits afterward.
"""
import json
import sqlite3
import uuid
from datetime import datetime, timezone


def _now():
    return datetime.now(timezone.utc).replace(tzinfo=None).isoformat() + "Z"


def _eid(prefix):
    return f"{prefix}_{uuid.uuid4().hex[:16]}"


def _log(conn, action, target_id, payload):
    conn.execute(
        """INSERT INTO interaction_log
             (id, ts, actor_type, actor_id, action, target_type, target_id, payload, source, created_at)
           VALUES (?,?, 'system', 'thesis_seed', ?, 'thesis', ?, ?, 'seed', ?)""",
        (str(uuid.uuid4()), _now(), action, target_id, json.dumps(payload) if payload is not None else None, _now()),
    )


def _line(conn, line_key, name, segment_key=None, is_core=False, description=None):
    lid = _eid("thl")
    conn.execute(
        """INSERT INTO thesis_lines (id, line_key, name, segment_key, is_core, description, created_at, updated_at)
           VALUES (?,?,?,?,?,?,?,?)""",
        (lid, line_key, name, segment_key, 1 if is_core else 0, description, _now(), _now()),
    )
    _log(conn, "thesis.line_seeded", lid, {"line_key": line_key, "is_core": bool(is_core)})
    return lid


def _node(conn, line_id, parent_id, node_type, ordn, title, body, status="draft", variant_group=None):
    nid = _eid("thn")
    conn.execute(
        """INSERT INTO thesis_nodes (id, line_id, parent_id, node_type, ord, title, body, status, variant_group, created_at, updated_at)
           VALUES (?,?,?,?,?,?,?,?,?,?,?)""",
        (nid, line_id, parent_id, node_type, float(ordn), title, body, status, variant_group, _now(), _now()),
    )
    return nid


# ── v5 content (docs/thesis-seed-v5.md) ──────────────────────────────────────

THROUGHLINE = (
    "Bitcoin, AI, and energy are three of the largest growth markets of the next decade, "
    "and they depend on the same scarce resources: cheap energy and computing power. We "
    "believe that energy, compute, and AI infrastructure will settle on money that is hard "
    "to produce. That is not the case today, and connecting these markets to bitcoin is the "
    "part of the thesis that very few others are making, even as broader crypto tries to "
    "attach itself to AI and energy. Ten31 invests in that infrastructure with strong conviction."
)

OPTION_A = (
    "Ten31 invests in the infrastructure of scarcity. We back the bitcoin, energy, and AI "
    "companies that produce and secure the scarce resources these markets are built on."
)
OPTION_B = (
    "Ten31 invests in freedom technology. We back the bitcoin, energy, and AI companies "
    "building the foundation for a more sovereign, less centralized economy."
)

PILLAR_1 = (
    "Every one of these markets is bottlenecked on something scarce. AI and bitcoin both "
    "compete for cheap energy and compute. And we believe energy, compute, and AI "
    "infrastructure will increasingly settle on money that is hard to produce, which points "
    "directly at bitcoin. The companies that own and supply the scarce side of that equation "
    "capture the value as demand grows. That is where we invest. (The bitcoin connection is a "
    "forward-looking conviction, not a description of today. That gap is the opportunity.)"
)
PILLAR_2 = (
    "We invest in foundational infrastructure with real revenue: the companies that generate "
    "energy, secure capital, and power computation. Real businesses earning real money from "
    "real demand today."
)
PILLAR_3 = (
    "Founders come to us because of our experience and our genuine alignment with bitcoin. We "
    "pursue and lead opportunities exclusive to us. People in this ecosystem know our track "
    "record and want us on their side."
)

PROOF = (
    "$200M+ deployed across two funds into 30+ of the strongest companies in the space "
    "(Strike, Start9, energy and mining infrastructure). A six-year track record that includes "
    "large-scale M&A and public-markets activity unmatched by others in this space. Fund III "
    "continues the same strategy."
)

VOICE = (
    "Direct, concrete, conviction-driven. No \"betting\" language, no em dashes, no \"X, not Y\" "
    "phrasing, no kitchen-sink lists. Plain sentences a serious LP can verify in their head."
)

POSITIONING_NOTE = (
    "Open partner decision: which banner do we lead with? Option A frames Ten31 around "
    "scarcity; Option B frames it around freedom technology (a banner in the spirit of a16z's "
    "\"American Dynamism\"). Both wordings are still being refined — use the Architect to draft "
    "more options."
)

# segment_key -> (display name, definition, needs_to_hear angle)
SEGMENTS = [
    ("btc_native_hnwi", "Bitcoin-native HNWIs (OGs)",
     "Long-time bitcoin holders with significant net worth who care about the ecosystem succeeding.",
     "Bitcoin only wins if people build on it. Holding is not enough. You care about making "
     "bitcoin succeed, and so do we. We put capital behind the companies that turn bitcoin into "
     "a working economy.",
     "Don't lecture OGs or imply they don't understand bitcoin; don't suggest that simply holding is the goal."),
    ("institution", "Institutions",
     "Institutional allocators evaluating exposure to the bitcoin, energy, and AI buildout.",
     "Exposure to the bitcoin, energy, and AI buildout through a team with a six-year "
     "institutional track record, including large-scale M&A and public-markets activity unmatched "
     "by others in this space (and Grant's prior institutional experience on top of that).",
     "No hype or moonshot framing. Lead with the verifiable track record, not vision."),
    ("family_office", "Family offices",
     "Multi-generational capital seeking durable, long-horizon allocations.",
     "A long-horizon allocation grounded in real businesses, run by a team with deep credibility "
     "and a real track record.",
     "Avoid short-term or trader framing; emphasize durability, real businesses, and horizon."),
    ("smaller_accredited", "Smaller accredited ($100k)",
     "Accredited investors entering at a more accessible commitment size.",
     "The same thesis our most convicted investors back, at an accessible entry point.",
     "Don't talk down to them; it is the same thesis, just an accessible entry point."),
    ("ai_energy_operator", "AI & energy operators",
     "Operators in AI and energy who are not yet focused on bitcoin.",
     "You may not be focused on bitcoin today, and that is exactly the point. We believe bitcoin "
     "becomes a larger component of energy and compute over time, and most operators in your "
     "space are not yet positioned for it. We are, and we invest across the stack that connects them.",
     "Don't assume they're bitcoin-focused and don't preach; connect bitcoin as a growing "
     "component of their world over time."),
]


def seed_v5(conn):
    """Insert the full v5 thesis (core line + per-segment lines + segments). Assumes
    the caller has confirmed the thesis is empty; uses fresh ids."""
    # ── segments table ──
    for key, name, definition, needs, avoid in SEGMENTS:
        sid = _eid("seg")
        conn.execute(
            """INSERT INTO segments (id, segment_key, name, definition, needs_to_hear, avoid, version_no, status, created_at, updated_at)
               VALUES (?,?,?,?,?,?,1,'active',?,?)""",
            (sid, key, name, definition, needs, avoid, _now(), _now()),
        )

    # ── core line ──
    core = _line(conn, "core", "Core Thesis", is_core=True,
                 description="The shared spine of the Ten31 thesis — throughline, banner, pillars, and proof.")
    root = _node(conn, core, None, "thesis_root", 0, "Ten31 — Core Thesis", "")
    _node(conn, core, root, "throughline", 1, "Throughline", THROUGHLINE)

    pos = _node(conn, core, root, "section", 2, "Positioning / Banner (open debate)", POSITIONING_NOTE)
    _node(conn, core, pos, "claim", 1, "Option A — Scarcity-forward", OPTION_A, status="candidate", variant_group="positioning")
    _node(conn, core, pos, "claim", 2, "Option B — Freedom tech as the banner", OPTION_B, status="candidate", variant_group="positioning")

    pillars = _node(conn, core, root, "section", 3, "Pillars", "")
    _node(conn, core, pillars, "claim", 1, "1. Scarcity is the whole opportunity", PILLAR_1)
    _node(conn, core, pillars, "claim", 2, "2. Foundational infrastructure with real revenue", PILLAR_2)
    _node(conn, core, pillars, "claim", 3, "3. Founders seek us out, and we lead deals others never see", PILLAR_3)

    _node(conn, core, root, "proof_point", 4, "The proof", PROOF)
    _node(conn, core, root, "section", 5, "Voice", VOICE)

    # ── per-segment lines ──
    for key, name, _definition, needs, _avoid in SEGMENTS:
        lid = _line(conn, f"seg_{key}", name, segment_key=key, is_core=False,
                    description=f"Segment-specific angle for {name}.")
        sroot = _node(conn, lid, None, "thesis_root", 0, name, "")
        _node(conn, lid, sroot, "segment_cut", 1, "Angle", needs)

    return {"core_line": core, "segments": len(SEGMENTS)}


def ensure_thesis_seed(conn):
    """Seed the v5 thesis once, only when the Workshop is empty (no thesis lines).
    Idempotent and non-destructive: never overwrites partner edits."""
    try:
        n = conn.execute("SELECT COUNT(*) FROM thesis_lines WHERE deleted_at IS NULL").fetchone()[0]
    except sqlite3.OperationalError:
        return  # thesis tables not present yet (migration 0002 not applied)
    if n:
        return
    out = seed_v5(conn)
    _log(conn, "thesis.seeded_v5", out["core_line"], {"segments": out["segments"], "source": "thesis-seed-v5"})
    conn.commit()
    print(f"[thesis] seeded v5 thesis (core line + {out['segments']} segment lines)")