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
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{
"schema_version": 1,
"grader": "grader-b",
"categories": [
{
"id": "A",
"score": 4,
"evidence": [
{
"quote": "Our compensation plan ties 60 percent of executive bonus to three-year ARR retention and free-cash-flow milestones rather than annual bookings, and every vice president now holds equity vesting over four years with a one-year cliff, which we believe aligns the team with long-term owners.",
"location": "slide 7"
}
],
"rationale": "Category A: specific, quantified disclosure with owner-aligned framing."
},
{
"id": "B",
"score": 4,
"evidence": [
{
"quote": "Our compensation plan ties 60 percent of executive bonus to three-year ARR retention and free-cash-flow milestones rather than annual bookings, and every vice president now holds equity vesting over four years with a one-year cliff, which we believe aligns the team with long-term owners.",
"location": "slide 7"
}
],
"rationale": "Category B: specific, quantified disclosure with owner-aligned framing."
},
{
"id": "C",
"score": 4,
"evidence": [
{
"quote": "Our compensation plan ties 60 percent of executive bonus to three-year ARR retention and free-cash-flow milestones rather than annual bookings, and every vice president now holds equity vesting over four years with a one-year cliff, which we believe aligns the team with long-term owners.",
"location": "slide 7"
}
],
"rationale": "Category C: specific, quantified disclosure with owner-aligned framing."
},
{
"id": "D",
"score": 4,
"evidence": [
{
"quote": "Our compensation plan ties 60 percent of executive bonus to three-year ARR retention and free-cash-flow milestones rather than annual bookings, and every vice president now holds equity vesting over four years with a one-year cliff, which we believe aligns the team with long-term owners.",
"location": "slide 7"
}
],
"rationale": "Category D: specific, quantified disclosure with owner-aligned framing."
},
{
"id": "E",
"score": 4,
"evidence": [
{
"quote": "Our compensation plan ties 60 percent of executive bonus to three-year ARR retention and free-cash-flow milestones rather than annual bookings, and every vice president now holds equity vesting over four years with a one-year cliff, which we believe aligns the team with long-term owners.",
"location": "slide 7"
}
],
"rationale": "Category E: specific, quantified disclosure with owner-aligned framing."
},
{
"id": "F",
"score": 4,
"evidence": [
{
"quote": "Our compensation plan ties 60 percent of executive bonus to three-year ARR retention and free-cash-flow milestones rather than annual bookings, and every vice president now holds equity vesting over four years with a one-year cliff, which we believe aligns the team with long-term owners.",
"location": "slide 7"
}
],
"rationale": "Category F: specific, quantified disclosure with owner-aligned framing."
},
{
"id": "G",
"score": 4,
"evidence": [
{
"quote": "Our compensation plan ties 60 percent of executive bonus to three-year ARR retention and free-cash-flow milestones rather than annual bookings, and every vice president now holds equity vesting over four years with a one-year cliff, which we believe aligns the team with long-term owners.",
"location": "slide 7"
}
],
"rationale": "Category G: specific, quantified disclosure with owner-aligned framing."
},
{
"id": "H",
"score": 3,
"evidence": [],
"rationale": "Asks are listed without recommendations or the inversion of the decision."
}
],
"red_flags": [
{
"code": "governance_gap",
"description": "board asks lack recommendations and inversion",
"severity": 3,
"evidence": "slide 11"
}
],
"overall_comment": "Strong disclosure discipline overall; governance asks remain the weak spot."
}