docs(revamp): complete overview (reconciliation, sequence, decisions)

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CREDO23 2026-06-30 23:38:44 +02:00
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@ -38,3 +38,66 @@ PRODUCT B — decision-grounded CI ③ Intelligence + ④ Timeline (+ ⑤ Tri
| ④ | Timeline | durable time-shaped truth; deltas not snapshots; no change → no row | `04-timeline.md` |
| ⑤ | Triggers | when a Lens refreshes; `refresh(lens)` callers; recurrence+delivery = optional CI action on automations | `05-triggers.md` |
| ⑥ | Orchestration | the human-facing CI-expert subagent (intent routing, verb chains, Lens crafting) + its tools | `06-orchestration.md` |
## Reconciliation with the old plans
| Old plan | Fate | Where it goes |
|----------|------|---------------|
| `04a-connector-category.md` | **demoted to hygiene** | the genuine MCP-routing fix survives in ② (consume-user-MCP); the taxonomy work is not core |
| `04b-source-discovery.md` | **absorbed** | becomes the `web.discover` capability in ① |
| `05-pipelines-model.md` | **dissolved** | the "pipeline" concept → the `Lens` (③) + Timeline tables (④); no `pipeline`/`pipeline_runs` |
| `06-pipelines-exec.md` | **dissolved** | execution → the hot loop (③); scheduling/runs/delivery → **reuse automations** via a CI action (⑤) — its selector + `AutomationRun`, **not** a rebuilt cron |
| `07-upload-pipeline-kb.md` | **dropped (crawl→KB + uploads-as-pipeline audit)** | "don't index *crawled* data" holds. **User file-upload-to-KB remains a pre-existing, untouched feature.** For CI, uploaded files land in a dedicated **context `Folder`** (not the KB) and may feed the judge (`03`, F) |
**Net:** the old `05/06/07` pipeline+KB stack is replaced by `①②③④⑤⑥`. KB indexing of *crawled* data is
out; *user uploads* still work (and gain a CI context-folder role).
## Build sequence (proposed)
1. **① Capabilities** — registry + the verb `executor`s over Acquisition (unblocks everything).
2. **② Access** — REST + API keys (day-one endpoints) and chat tools; MCP fast-follow.
3. **④ Timeline** — the three tables (state must exist before the loop writes it).
4. **③ Intelligence** — schema-design agent + hot loop + materiality evaluator.
5. **⑤ Triggers** — manual/agent/external-cron; then the CI **automation action** (recurrence +
delivery) reusing the automations selector + `AutomationRun`.
6. **⑥ Orchestration** — the `analyst` CI-expert subagent + tools + prompt (the human-facing seam;
built atop ①–④, can grow alongside them).
## Consolidated open forks (need your call)
1. Primitive **name** — using `Lens` as a working label; confirm or replace.
2. Schema **review-&-lock** UX before frontend exists — pure-chat confirmation for MVP?
3. Timeline ORM home — `app/db.py` vs dedicated `app/timeline/`.
4. Recurrence = CI **action** on automations (default) vs a thin CI automation **shape** (fallback).
*(Resolved: the "built-in scheduler tick" fork — we reuse the automations schedule selector via a CI
action instead of building a tick. See `05`.)*
## Confirmed decisions (locked across docs)
- **Natural language is the only human-facing surface.** Users never name verbs; the chat agent
understands intent, composes the verbs, and answers in plain language. An **intent router**
classifies one-shot (A) vs standing-concern (B) from the wording (one clarifying question if
ambiguous). Raw verbs live only on the REST/MCP dev doors.
- MVP surface = Google Maps actor + general web crawler, exposed chat + REST (MCP fast-follow).
- Verbs namespaced per platform (`web.*`, `maps.*`); `web.scrape` takes a URL **array** (inline-or-job).
- **Don't index** crawled data into the KB; the Timeline (deltas) is the only persisted CI state.
- CI is **decoupled from automations** (automations = one optional Trigger adapter).
- Intelligence: **agent-designed schema** (sample-grounded, human-locked, versioned) in MVP; single
entity per Lens; materiality = code thresholds (numeric/clear) + agent on ambiguous; content-hash
pre-check before LLM spend.
- Orchestration is a first-class deliverable: a **net-new CI-expert subagent** (`analyst`, working
name) on the existing chat runtime, with registry-backed verb tools + Lens/Timeline tools; intent
routing lives in its prompt, the headless logic stays in ③/④.
- **Recurrence + alert delivery = a CI *action* on the existing automations** (not a new scheduler,
not a new shape): reuses the hardened schedule selector, `AutomationRun` (audit + idempotency), and
automations' delivery. CI core still runs with **zero** automations dependency (manual/agent/cron).
- **No new run table:** refresh audit/idempotency ride `AutomationRun` or the chat job record; billing
idempotency is per-capability-call + the content-hash pre-check. Only the Timeline is new state.
- **Billing is delegated to the billing service:** verbs declare a `billing_unit`; `03c` is the first
provider; `maps.*` / `web.discover` register their own units there (pricing stays pluggable).
- The **Google Maps actor is net-new** (not in shipped Phases 13) and is designed/built as a
**separate effort**; `maps.*` verbs are contracts against it and don't block this design.
- **CI context files (F):** files uploaded in a CI chat land in a dedicated `Folder` (not the KB) and
may feed the materiality judge — the user's private context shapes what counts as material.
- License: new domains **Apache-2**; the moat stays in proprietary Acquisition + the Maps extractor.