feat(dealix): TASK-999 State Audit + TASK-010 Truth Registry + Claims Registry

TASK-999 — State Audit (docs/internal/STATE_AUDIT.md): Answered all 9 pre-execution questions with evidence: - Repo: still inside forked prompts repo (BLOCKER) - Tests: CI failing (dependency drift, not code) - RLS: migration exists, not applied to production - Idempotency: middleware exists, not in app stack - OTel: gateway spans only, packages not in requirements - Production: none, $0 infrastructure, $0 LLM, no customers TASK-010 — Canonical Truth Registry (docs/registry/TRUTH.yaml): 15 capabilities classified: 7 live, 4 partial, 4 roadmap. LLM policy, data residency, security claims all documented with honest status (soc2: false, rls: false, pdpl: in-progress). TASK-010 — Claims Registry (commercial/claims_registry.yaml): 8 approved claims (backed by runtime evidence) 2 restricted claims (need qualifier) 8 forbidden claims (never say: "enterprise-grade", "SOC 2 compliant", "better than Salesforce", "10x revenue", "full autonomy", etc.) Execution log started at docs/execution_log.md. https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
2026-06-17 23:09:35 +00:00 · 2026-04-17 10:32:40 +00:00 · 2026-04-17 10:32:40 +00:00 · 020868a773
commit 020868a773
parent abadcfe9e8
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--- a/salesflow-saas/commercial/claims_registry.yaml
+++ b/salesflow-saas/commercial/claims_registry.yaml
@ -0,0 +1,109 @@
+# claims_registry.yaml — Dealix Commercial Claims Registry
+# Rule: No marketing material may state a capability unless it exists here with status=approved.
+# Last updated: 2026-04-17
+
+claims:
+  # ── APPROVED (backed by runtime evidence) ──────────────
+  - id: golden_path_works
+    claim_en: "End-to-end partner workflow with structured outputs, approval enforcement, and evidence packs"
+    claim_ar: "مسار شراكة كامل من البداية للنهاية مع مخرجات مهيكلة وموافقات إلزامية وحزم أدلة"
+    status: approved
+    evidence: "POST /api/v1/golden-path/run — creates dossier, economics, approval, evidence"
+    disclaimer_required: false
+
+  - id: evidence_packs_sha256
+    claim_en: "Tamper-evident evidence packs with SHA256 hash verification"
+    claim_ar: "حزم أدلة مقاومة للتلاعب مع تحقق SHA256"
+    status: approved
+    evidence: "backend/app/services/evidence_pack_service.py — hash computed and stored"
+
+  - id: executive_room_live
+    claim_en: "Real-time Executive Room aggregating live data from 7 sources"
+    claim_ar: "غرفة قيادة تنفيذية لحظية تجمع بيانات من 7 مصادر"
+    status: approved
+    evidence: "GET /api/v1/executive-room/snapshot — queries Deal, Approval, Connector, Compliance, Contradiction, StrategicDeal, EvidencePack tables"
+
+  - id: approval_sla
+    claim_en: "Approval Center with SLA tracking and escalation"
+    claim_ar: "مركز موافقات مع تتبع SLA وتصعيد"
+    status: approved
+    evidence: "sla_escalation_alerts.py — escalation levels 0-3"
+
+  - id: arabic_first
+    claim_en: "Arabic-first UI with full RTL support"
+    claim_ar: "واجهة عربية أولاً مع دعم RTL كامل"
+    status: approved
+    evidence: "9 frontend components with Arabic labels, RTL layout, i18n"
+
+  - id: pdpl_consent_checks
+    claim_en: "PDPL consent verification before outbound messaging"
+    claim_ar: "التحقق من موافقة PDPL قبل الرسائل الصادرة"
+    status: approved
+    evidence: "services/pdpl/consent_manager.py — check before send"
+
+  - id: trust_enforcement
+    claim_en: "Class B actions blocked without correlation_id traceability"
+    claim_ar: "الإجراءات الحساسة محظورة بدون معرف تتبع"
+    status: approved
+    evidence: "openclaw/approval_bridge.py — missing_correlation_id check"
+
+  - id: seventeen_schemas
+    claim_en: "17 structured output schemas with Provenance (trace_id, confidence, freshness)"
+    claim_ar: "17 مخطط مخرج مهيكل مع بيانات المصدر والثقة"
+    status: approved
+    evidence: "schemas/structured_outputs.py + services/structured_output_producers.py"
+
+  # ── RESTRICTED (partially true, needs qualifier) ──────
+  - id: rls_isolation
+    claim_en: "Database-level tenant isolation via PostgreSQL RLS"
+    claim_ar: "عزل المستأجرين على مستوى قاعدة البيانات عبر RLS"
+    status: restricted
+    qualifier: "Migration exists; production deployment pending. Say 'RLS-ready architecture' not 'RLS-enforced'."
+    evidence: "alembic/versions/20260417_0002_add_rls.py"
+
+  - id: durable_execution
+    claim_en: "Crash-safe durable workflows with persistent checkpoints"
+    claim_ar: "تنفيذ متين مع نقاط حفظ دائمة"
+    status: restricted
+    qualifier: "Checkpointer exists; not yet integrated into golden path. Say 'durable execution architecture' not 'crash-proof workflows'."
+
+  # ── FORBIDDEN (never claim) ────────────────────────────
+  - id: soc2_compliant
+    claim_en: "SOC 2 Type II compliant"
+    status: forbidden
+    reason: "No auditor report. Can only say 'SOC 2 readiness in progress'."
+
+  - id: ai_perfect
+    claim_en: "100% AI accuracy"
+    status: forbidden
+    reason: "No ML system achieves 100% accuracy."
+
+  - id: better_than_salesforce
+    claim_en: "Better than Salesforce"
+    status: forbidden
+    reason: "Different positioning, not direct comparison. Say 'complementary' or 'specialized for GCC'."
+
+  - id: temporal_production
+    claim_en: "Temporal in production"
+    status: forbidden
+    reason: "Temporal is Watch tier. No code exists."
+
+  - id: opa_production
+    claim_en: "OPA policy engine in production"
+    status: forbidden
+    reason: "OPA is Watch tier. No code exists."
+
+  - id: full_autonomy
+    claim_en: "Fully autonomous AI decisions"
+    status: forbidden
+    reason: "HITL is mandatory for Class B actions. Never claim full autonomy."
+
+  - id: enterprise_grade
+    claim_en: "Enterprise-grade"
+    status: forbidden
+    reason: "No SOC 2, no pentest, no production deployment yet. Too early."
+
+  - id: ten_x_revenue
+    claim_en: "10x revenue increase"
+    status: forbidden
+    reason: "No customer data supports this claim."
--- a/salesflow-saas/docs/execution_log.md
+++ b/salesflow-saas/docs/execution_log.md
@ -0,0 +1,6 @@
+# Execution Log — Dealix Tier-1 Blueprint
+
+| Task | Date | Commit SHA | Result |
+|------|------|-----------|--------|
+| TASK-999 | 2026-04-17 | pending | State Audit written |
+| TASK-010 | 2026-04-17 | pending | TRUTH.yaml + claims_registry.yaml created |
--- a/salesflow-saas/docs/internal/STATE_AUDIT.md
+++ b/salesflow-saas/docs/internal/STATE_AUDIT.md
@ -0,0 +1,132 @@
+# STATE AUDIT — Dealix Pre-Execution Assessment
+
+> **Date**: 2026-04-17  
+> **Auditor**: Claude Code (automated)  
+> **Scope**: Answer all §1.4 questions from DEALIX_EXECUTION_BLUEPRINT.md
+
+---
+
+## Q1: Is the project still a fork of system-prompts-and-models-of-ai-tools?
+
+**Answer**: YES — Dealix currently lives inside `salesflow-saas/` subdirectory of `VoXc2/system-prompts-and-models-of-ai-tools`, which is a repository containing leaked AI tool prompts from 45+ vendors.
+
+**Risk**: Commercial, legal, and reputational. Core IP shares a repo with leaked/extracted prompts.
+
+**Action**: TASK-001 (repository separation) is BLOCKER.
+
+---
+
+## Q2: What is the actual Python test pass rate?
+
+**Answer**: UNKNOWN (CI failing due to pre-existing dependency drift).
+
+**Evidence**: 
+- 19 test files exist in `backend/tests/`
+- 1,073 total lines of test code
+- CI exit code 4 (pytest collection error) on all commits after `a319feb`
+- Root cause: unpinned transitive dependency updated on PyPI between CI runs
+- Router.py and pytest.ini byte-identical between passing and failing commits
+
+**Action**: TASK-003 (dependency lockfile with `uv`) will resolve this.
+
+---
+
+## Q3: What is the actual RLS coverage per table?
+
+**Answer**: MIGRATION EXISTS but NOT APPLIED to production.
+
+**Evidence**:
+- `alembic/versions/20260417_0002_add_rls.py` — migration defines RLS for 23 tables
+- `database_rls.py` — helpers for SET LOCAL app.tenant_id
+- `middleware/tenant_rls.py` — extracts tenant_id from JWT
+- **Current state**: Migration exists in code but no production PostgreSQL to apply it to
+
+**Action**: Apply migration on first production deployment.
+
+---
+
+## Q4: Which external actions actually have idempotency keys?
+
+**Answer**: MIDDLEWARE EXISTS but NOT YET INTEGRATED into specific routes.
+
+**Evidence**:
+- `models/idempotency_key.py` — table defined
+- `services/idempotency_service.py` — get_existing/store logic
+- `middleware/idempotency.py` — HTTP middleware checks Idempotency-Key header
+- **Not integrated**: Middleware not added to FastAPI app middleware stack
+
+**Action**: Add middleware to app initialization in main.py.
+
+---
+
+## Q5: Which code paths actually emit OTel spans?
+
+**Answer**: ONE code path — OpenClaw gateway.
+
+**Evidence**:
+- `observability/otel.py` — init_otel/span/inject_correlation_id (graceful degradation)
+- `openclaw/gateway.py` — wraps execute() in span with correlation_id bridge
+- **NOT instrumented**: Individual golden path stages, LLM calls, DB queries, HTTP handlers
+- **OTel packages NOT in requirements.txt** — installed as optional
+
+**Action**: Add OTel packages to requirements, instrument golden path stages.
+
+---
+
+## Q6: Is there any production traffic today?
+
+**Answer**: NO — based on repo evidence.
+
+**Evidence**:
+- No production deployment configuration found
+- No monitoring/alerting setup active
+- docker-compose.yml exists for local dev
+- No Kubernetes, Terraform, or cloud deployment files
+
+---
+
+## Q7: Are there any active paying customers?
+
+**Answer**: NO — no billing records, no customer data, no invoices.
+
+**Evidence**: Revenue activation docs exist as plans, not records.
+
+---
+
+## Q8: What is the current infrastructure cost/month?
+
+**Answer**: ~$0 (development only, no production infrastructure running).
+
+---
+
+## Q9: What are the LLM costs/month and which providers?
+
+**Answer**: $0 in production. Configured providers:
+
+| Provider | Model | Status |
+|----------|-------|--------|
+| Groq | llama-3.3-70b | Configured as primary |
+| OpenAI | gpt-4o | Configured as fallback |
+| Claude | opus-4-6 | In model_router |
+| Gemini | 2.0-flash | Pilot |
+| DeepSeek | coder | Pilot |
+
+No production API keys observed. All testing/development.
+
+---
+
+## Summary
+
+| Question | Status |
+|----------|--------|
+| Repo separated? | **NO** — BLOCKER |
+| Tests passing? | **NO** — dependency drift |
+| RLS coverage? | **CODE EXISTS** — not applied |
+| Idempotency? | **CODE EXISTS** — not integrated |
+| OTel spans? | **1 PATH** — gateway only |
+| Production traffic? | **NONE** |
+| Paying customers? | **NONE** |
+| Infrastructure cost? | **$0** |
+| LLM cost? | **$0** |
+
+**Verdict**: Dealix is a pre-revenue, pre-production project with strong architecture but no live deployment. TASK-001 (repo separation) and TASK-003 (dependency fix) are true blockers.
--- a/salesflow-saas/docs/registry/TRUTH.yaml
+++ b/salesflow-saas/docs/registry/TRUTH.yaml
@ -0,0 +1,137 @@
+# TRUTH.yaml — Dealix Canonical Truth Registry
+# Last updated: 2026-04-17
+# Owner: Founder + CTO
+# Rule: Edited only via PR with review. No file outside this registry may create a new claim.
+
+version: "1.0.0"
+
+orchestrator:
+  canonical: "dealix-core-orchestrator"
+  engine: "openclaw-2026.4.x"
+  deprecated: []
+
+llm_policy:
+  primary: "groq/llama-3.3-70b-versatile"
+  fallback: "openai/gpt-4o"
+  arabic_specialist: "groq/llama-3.3-70b-versatile"
+  embedding: "openai/text-embedding-3-large"
+  budget_per_tenant_monthly_usd: 50
+  cost_alert_threshold: 0.7
+  cost_throttle_threshold: 0.9
+
+capabilities:
+  - id: golden_path_partner
+    name: "Partner Golden Path"
+    status: live
+    evidence_path: "backend/app/services/golden_path.py"
+    runtime_flag: null
+    public_claim_allowed: true
+
+  - id: saudi_sensitive_workflow
+    name: "Saudi PDPL Data Sharing Workflow"
+    status: live
+    evidence_path: "backend/app/services/saudi_sensitive_workflow.py"
+    runtime_flag: null
+    public_claim_allowed: true
+
+  - id: structured_outputs
+    name: "17 Schema-Bound Decision Outputs"
+    status: live
+    evidence_path: "backend/app/schemas/structured_outputs.py"
+    runtime_flag: null
+    public_claim_allowed: true
+
+  - id: executive_room
+    name: "Executive Room + Weekly Pack"
+    status: live
+    evidence_path: "backend/app/api/v1/executive_room.py"
+    runtime_flag: null
+    public_claim_allowed: true
+
+  - id: approval_center
+    name: "Approval Center with SLA"
+    status: live
+    evidence_path: "backend/app/api/v1/approval_center.py"
+    runtime_flag: null
+    public_claim_allowed: true
+
+  - id: evidence_packs
+    name: "Evidence Packs with SHA256"
+    status: live
+    evidence_path: "backend/app/services/evidence_pack_service.py"
+    runtime_flag: null
+    public_claim_allowed: true
+
+  - id: contradiction_engine
+    name: "Contradiction Detection & Tracking"
+    status: live
+    evidence_path: "backend/app/services/contradiction_engine.py"
+    runtime_flag: null
+    public_claim_allowed: true
+
+  - id: rls_multi_tenancy
+    name: "PostgreSQL Row-Level Security"
+    status: partial  # migration exists, not applied to production
+    evidence_path: "backend/alembic/versions/20260417_0002_add_rls.py"
+    runtime_flag: null
+    public_claim_allowed: false
+
+  - id: durable_execution
+    name: "Persistent Durable Checkpoints"
+    status: partial  # model + service exist, not integrated into golden path
+    evidence_path: "backend/app/services/durable_runtime.py"
+    runtime_flag: null
+    public_claim_allowed: false
+
+  - id: idempotency
+    name: "Idempotency Keys for Side Effects"
+    status: partial  # middleware + model exist, not in app middleware stack
+    evidence_path: "backend/app/middleware/idempotency.py"
+    runtime_flag: null
+    public_claim_allowed: false
+
+  - id: opentelemetry
+    name: "OpenTelemetry Observability"
+    status: partial  # gateway spans + otel.py, packages not in requirements
+    evidence_path: "backend/app/observability/otel.py"
+    runtime_flag: null
+    public_claim_allowed: false
+
+  - id: ma_os
+    name: "M&A / Corporate Development"
+    status: roadmap
+    evidence_path: "docs/governance/ma-os.md"
+    runtime_flag: null
+    public_claim_allowed: false
+
+  - id: pmi_os
+    name: "PMI / Strategic PMO"
+    status: roadmap
+    evidence_path: "docs/governance/pmi-os.md"
+    runtime_flag: null
+    public_claim_allowed: false
+
+  - id: temporal_integration
+    name: "Temporal Durable Workflows"
+    status: roadmap
+    evidence_path: null
+    runtime_flag: null
+    public_claim_allowed: false
+
+  - id: soc2_type_ii
+    name: "SOC 2 Type II Certification"
+    status: roadmap
+    evidence_path: null
+    runtime_flag: null
+    public_claim_allowed: false
+
+data_residency:
+  regions_supported: ["me-south-1"]  # AWS Bahrain
+  default_region: "me-south-1"
+  ksa_option: "planned"
+
+security_claims:
+  rls_enforced: false  # migration exists, production deployment pending
+  soc2_type_ii: false
+  pdpl_compliant: "in-progress"
+  annual_pentest: false