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>
2026-07-06 14:15:12 -05:00
parent 1dde915540
commit b1d7aed9f4
48 changed files with 4907 additions and 971 deletions
@@ -0,0 +1,83 @@
+{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "title": "boardroom_extraction",
+  "type": "object",
+  "additionalProperties": false,
+  "required": ["schema_version", "deck", "kpis", "forward_targets", "red_flag_candidates", "narrative"],
+  "properties": {
+    "schema_version": {"type": "integer"},
+    "deck": {
+      "type": "object",
+      "additionalProperties": false,
+      "required": ["period"],
+      "properties": {
+        "company_hint": {"type": ["string", "null"]},
+        "period": {"type": ["string", "null"], "description": "Reporting period as printed on the deck, e.g. 2026-Q2, 2026-H1, FY2026, 2026-05"},
+        "meeting_date": {"type": ["string", "null"]},
+        "title": {"type": ["string", "null"]},
+        "truncated": {"type": "boolean", "default": false}
+      }
+    },
+    "kpis": {
+      "type": "array",
+      "items": {
+        "type": "object",
+        "additionalProperties": false,
+        "required": ["name", "canonical_name", "actual", "direction", "profitability", "source"],
+        "properties": {
+          "name": {"type": "string", "description": "KPI label exactly as printed in the deck"},
+          "canonical_name": {"type": "string", "pattern": "^[a-z0-9_]+$", "description": "lower_snake_case, generic, stable across quarters (arr, ebitda_margin, churn_rate...)"},
+          "actual": {"type": "number"},
+          "unit": {"type": "string", "default": ""},
+          "period": {"type": ["string", "null"]},
+          "direction": {"type": "string", "enum": ["gte", "lte"], "description": "gte = higher is better, lte = lower is better"},
+          "profitability": {"type": "boolean", "description": "true only for profit/margin/cash metrics (EBITDA, net margin, FCF, burn...)"},
+          "target_in_deck": {"type": ["number", "null"], "description": "Target/plan value printed NEXT TO the actual for the SAME period, if any"},
+          "source": {"type": "string", "description": "Where in the deck, e.g. 'slide 6, financial summary'"},
+          "notes": {"type": "string", "default": ""}
+        }
+      }
+    },
+    "forward_targets": {
+      "type": "array",
+      "items": {
+        "type": "object",
+        "additionalProperties": false,
+        "required": ["name", "canonical_name", "target", "target_period", "direction", "profitability", "source"],
+        "properties": {
+          "name": {"type": "string"},
+          "canonical_name": {"type": "string", "pattern": "^[a-z0-9_]+$"},
+          "target": {"type": "number"},
+          "unit": {"type": "string", "default": ""},
+          "target_period": {"type": "string", "description": "Period this guidance applies to, e.g. 2026-Q3"},
+          "direction": {"type": "string", "enum": ["gte", "lte"]},
+          "profitability": {"type": "boolean"},
+          "source": {"type": "string"}
+        }
+      }
+    },
+    "red_flag_candidates": {
+      "type": "array",
+      "items": {
+        "type": "object",
+        "additionalProperties": false,
+        "required": ["code", "description", "severity"],
+        "properties": {
+          "code": {"type": "string", "pattern": "^[a-z0-9_]+$"},
+          "description": {"type": "string"},
+          "severity": {"type": "integer", "minimum": 1, "maximum": 5},
+          "evidence": {"type": "string", "default": ""}
+        }
+      }
+    },
+    "narrative": {
+      "type": "object",
+      "additionalProperties": false,
+      "required": ["summary"],
+      "properties": {
+        "summary": {"type": "string"},
+        "asks": {"type": "array", "items": {"type": "string"}, "default": []}
+      }
+    }
+  }
+}
@@ -0,0 +1,53 @@
+{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "title": "boardroom_grades",
+  "type": "object",
+  "additionalProperties": false,
+  "required": ["schema_version", "grader", "categories", "red_flags", "overall_comment"],
+  "properties": {
+    "schema_version": {"type": "integer"},
+    "grader": {"type": "string"},
+    "categories": {
+      "type": "array",
+      "minItems": 8,
+      "maxItems": 8,
+      "items": {
+        "type": "object",
+        "additionalProperties": false,
+        "required": ["id", "score", "evidence", "rationale"],
+        "properties": {
+          "id": {"type": "string", "enum": ["A", "B", "C", "D", "E", "F", "G", "H"]},
+          "score": {"type": "integer", "minimum": 1, "maximum": 5},
+          "evidence": {
+            "type": "array",
+            "items": {
+              "type": "object",
+              "additionalProperties": false,
+              "required": ["quote", "location"],
+              "properties": {
+                "quote": {"type": "string", "description": "Verbatim text from the deck"},
+                "location": {"type": "string", "description": "e.g. 'slide 3'"}
+              }
+            }
+          },
+          "rationale": {"type": "string"}
+        }
+      }
+    },
+    "red_flags": {
+      "type": "array",
+      "items": {
+        "type": "object",
+        "additionalProperties": false,
+        "required": ["code", "description", "severity"],
+        "properties": {
+          "code": {"type": "string", "pattern": "^[a-z0-9_]+$"},
+          "description": {"type": "string"},
+          "severity": {"type": "integer", "minimum": 1, "maximum": 5},
+          "evidence": {"type": "string", "default": ""}
+        }
+      }
+    },
+    "overall_comment": {"type": "string"}
+  }
+}