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>
This commit is contained in:
Jonathan Kirkwood
2026-07-06 14:15:12 -05:00
co-authored by Claude Fable 5
parent 1dde915540
commit b1d7aed9f4
48 changed files with 4907 additions and 971 deletions
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{
"schema_version": 1,
"deck": {
"company_hint": "Acme Robotics",
"period": "2026-Q1",
"meeting_date": "2026-04-15",
"title": "Acme Robotics — Q1 2026 Board Deck",
"truncated": false
},
"kpis": [
{"name": "ARR", "canonical_name": "arr", "actual": 10.0, "unit": "$M", "period": "2026-Q1", "direction": "gte", "profitability": false, "target_in_deck": 9.5, "source": "slide 3, financial summary", "notes": ""},
{"name": "EBITDA Margin", "canonical_name": "ebitda_margin", "actual": -5.0, "unit": "%", "period": "2026-Q1", "direction": "gte", "profitability": true, "target_in_deck": -6.0, "source": "slide 4, P&L bridge", "notes": ""},
{"name": "Logo Churn", "canonical_name": "churn_rate", "actual": 4.0, "unit": "%", "period": "2026-Q1", "direction": "lte", "profitability": false, "target_in_deck": 5.0, "source": "slide 5, retention", "notes": ""},
{"name": "Cash Balance", "canonical_name": "cash_balance", "actual": 12.0, "unit": "$M", "period": "2026-Q1", "direction": "gte", "profitability": true, "target_in_deck": null, "source": "slide 4, balance sheet", "notes": ""}
],
"forward_targets": [
{"name": "ARR", "canonical_name": "arr", "target": 12.0, "unit": "$M", "target_period": "2026-Q2", "direction": "gte", "profitability": false, "source": "slide 9, guidance"},
{"name": "Logo Churn", "canonical_name": "churn_rate", "target": 4.0, "unit": "%", "target_period": "2026-Q2", "direction": "lte", "profitability": false, "source": "slide 9, guidance"},
{"name": "EBITDA Margin", "canonical_name": "ebitda_margin", "target": -2.0, "unit": "%", "target_period": "2026-Q2", "direction": "gte", "profitability": true, "source": "slide 9, guidance"},
{"name": "Qualified Pipeline", "canonical_name": "qualified_pipeline", "target": 30.0, "unit": "$M", "target_period": "2026-Q2", "direction": "gte", "profitability": false, "source": "slide 10, pipeline build"}
],
"red_flag_candidates": [
{"code": "hockey_stick_forecast", "description": "H2 revenue ramp shown with no downside case or stated falsifiers", "severity": 3, "evidence": "slide 9 guidance chart"}
],
"narrative": {
"summary": "Solid Q1: ARR beat plan at $10.0M, EBITDA margin improved to -5%, churn under plan. The H2 story rests entirely on the $30M qualified pipeline building as projected.",
"asks": ["Approve $2M expansion of the Austin integration facility"]
}
}