Implement BDEF v1.1 grading: scoring core, per-deck pipeline, ledger, dashboard, StartOS layer

- Deterministic scoring.py (quant 60 / qual 40 / flags -15, profitability heaviest)
- Per-company JSON ledger with forecast-target chaining deck N-1 -> N
- Single-shot sandbox agent with guided-JSON fallback ladder (no tool loop)
- Portfolio dashboard with sparklines, KPI hit rates, BDEF category bars
- 48 unit tests green; endpoints smoke-tested; npm check+build green

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

assets/instructions.md

@@ -1,13 +1,14 @@
 # Boardroom Map
 
-Drop confidential documents in and convene a **panel of local LLMs** running on
-your DGX Sparks to review them. You choose the models, the personas (lenses), and
-how many reviews. An optional **local lead reviewer** synthesizes the panel into
-one consolidated report. There is **no frontier model and no cloud key** — in the
-default air-gapped mode the documents and their reviews never leave your hardware.
+Drop portfolio-company board decks in and have a **panel of local LLMs** running
+on your DGX Sparks grade them against the **BDEF v1.1 framework** (Girdley +
+Munger/Buffett). A deterministic scorer turns the panel's grades into a 0–100
+composite and appends it to each company's **running scorecard ledger**; the web
+dashboard shows the trends. There is **no frontier model and no cloud key** — in
+the default air-gapped mode your confidential decks never leave your hardware.
 
-Boardroom Map is a *control plane*: nothing serves or runs on your StartOS box (it only
-SSHes to the Sparks and extracts document text on CPU).
+Boardroom Map is a *control plane*: nothing serves or runs on your StartOS box
+(it only SSHes to the Sparks and extracts deck text on CPU).
 
 ## Setup (run the Actions in order)
 
@@ -16,32 +17,54 @@ SSHes to the Sparks and extracts document text on CPU).
 2. **Configure Models** — the catalog of local models to serve (alias → HF id →
    which Spark → port), and serving knobs. For air-gapped runs every model must be
    on the **head Spark** and present in its HF cache.
-3. **Configure Reviewers** — the panel: one entry per review, each a model + a
-   persona (the lens it reads through) + an optional temperature.
-4. **Configure Review** — the rubric, the **Network Mode** (air-gapped vs
-   local-services), synthesis on/off + lead model, and whether to wipe documents
-   from the Sparks afterward.
+3. **Configure Graders** — the panel: one entry per grader, each a model + a
+   persona (the lens it grades through — e.g. a Munger inversion skeptic, a
+   Girdley operator, a skeptical CFO) + an optional temperature.
+4. **Configure Grading** — the BDEF rubric override (empty = the built-in
+   BDEF v1.1), the **Network Mode** (air-gapped vs local-services), the
+   extractor + adjudicator models, deck retention, and the scoring weights.
+5. **Configure Companies** — one entry per portfolio company: its inbox **slug**,
+   display name, KPI aliases, and **pinned KPI targets**. Pin the profitability
+   thresholds especially — profitability carries the heaviest weight.
 
-## Running a review
+## Grading decks
 
-1. Open the **Web UI** and drag your documents (PDF / DOCX / TXT / MD) onto the
-   inbox (or drop them in the service's `inbox` folder).
-2. Click **Run Review** (or enable *auto-run on drop*).
+1. Drop each company's deck into its inbox folder, e.g.
+   `inbox/acme-widgets/2026-Q2-deck.pdf` (PDF / DOCX / TXT / MD), via the
+   **Web UI** or the service's `inbox` directory.
+2. Run **Grade Decks** (or enable *auto-grade on drop*).
 3. Watch the activity log. The service extracts text locally, serves the needed
    models on the Sparks **in waves** (so a panel can span more models than fit in
-   GPU memory at once), runs each reviewer, then the lead reviewer, and saves the
-   reports. Read them in the Web UI or via **View Latest Report**.
+   GPU memory at once), runs the structured KPI extractor, then each grader, then
+   the adjudicator, and finally computes the composite and updates the company's
+   ledger. Read the results on the dashboard or via **View Latest Scorecard**.
+
+## How the score works
+
+The composite is **0–100 = quantitative 60 + qualitative 40 − red flags (max 15)**:
+
+- **Quant 60** — profitability KPI attainment **30** (the heaviest single slice),
+  other measurable KPIs **20**, and **forecast integrity 10**: deck N's actuals
+  are chained against what deck N−1 promised, so sandbagging and quietly moved
+  goalposts cost points.
+- **Qual 40** — eight BDEF categories (A–H), up to 5 points each, scored by the
+  panel with evidence quotes (thin evidence scales the score down).
+- **Red flags** — up to **−15**; silently dropped KPIs are flagged automatically,
+  and flags raised by only one grader are damped.
+
+Pinned targets from **Configure Companies** are graded every quarter whether or
+not the deck mentions them — a deck cannot improve its score by going quiet.
 
 ## Network modes
 
-- **Air-gapped (default):** reviewer containers join an `--internal` Docker
+- **Air-gapped (default):** grader containers join an `--internal` Docker
   network — they can reach only the on-Spark model proxy, with zero internet
   egress. Models are served from a pre-pulled HF cache. All models must be on the
   head Spark. Strongest confidentiality.
-- **Local services:** reviewers may also reach LAN services (e.g. SearXNG) and the
+- **Local services:** graders may also reach LAN services (e.g. SearXNG) and the
   second Spark. This network has egress unless you firewall it — use only when you
-  accept that reviewers can reach the network.
+  accept that graders can reach the network.
 
-The original documents are extracted to plain text on the StartOS box; only that
+The original decks are extracted to plain text on the StartOS box; only that
 text is shipped to the Sparks, and it is wiped from the Sparks after the job (the
-reports are kept on your StartOS box).
+scorecards and ledgers are kept on your StartOS box).