docs: Save transformation master prompt and complete Deal Exchange OS

https://claude.ai/code/session_01LsnvBa7HwF5hs99VZbgLGj

salesflow-saas/memory/architecture/transformation-master-prompt.md

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+# Dealix Transformation Master Prompt
+
+**Date**: 2026-04-11 | **Status**: active | **Type**: master-prompt
+
+## Summary
+
+This is the definitive master prompt for transforming Dealix from a CRM into a
+Revenue + Partnership + Strategic Deal Operating System.
+
+## The 3 Master Layers
+
+### Layer 1: Intelligence / Memory / Source of Truth
+- Company Twin (capabilities graph + needs graph + authority matrix)
+- Business memory (operational, account, market, negotiation, campaign)
+- PostgreSQL = source of truth, memory = assistive layer
+- Tenant-scoped, traceable, auditable
+
+### Layer 2: Execution / Orchestration / Autonomy
+- Lead & partner discovery engine
+- Strategic deals engine (15 deal types)
+- Channel execution (email-first, WhatsApp warm, LinkedIn assist)
+- Negotiation preparation & copilot
+- Browser operations (structured, observable)
+- Planning discipline (read → plan → resolve → execute → verify)
+
+### Layer 3: Trust / QA / Safety / Release / Self-Improvement
+- Claim vs execution verification
+- Approval classes (read-only → draft → send → negotiate → commit)
+- 5 operating modes (manual → strategic execution)
+- Channel compliance (platform rules enforced)
+- Cost control & observability
+- Launch simulation & daily QA
+- Evidence-based self-improvement
+
+## Key Design Decisions
+
+1. **From Lead Engine → Opportunity Engine**: Understand, match, propose deal structures
+2. **From CRM → Commercial Memory System**: Every objection, deal, pattern stored & linked
+3. **From Automation → Verified Automation**: Claims need evidence
+4. **From Multi-channel → Policy-governed outreach**: Approvals & consent enforced
+5. **From Agent chaos → Planning discipline**: Read, plan, review, then execute
+6. **From Features → Strategic Surface Area**: Every screen serves a business decision
+
+## Tool Integration Decisions
+
+| Tool | Decision | Role |
+|------|----------|------|
+| claude-mem | ✅ Installed | Development session memory |
+| MemPalace | ⚠️ Evaluate | Business memory after internal benchmark |
+| OpenClaw | ✅ Pattern | Orchestration patterns, not source of truth |
+| Goose | ✅ Pattern | Local ops execution |
+| Shannon | ✅ Active | Staging-only security gate |
+| ToolProof | ✅ Built internally | tool_receipts.py + tool_verification.py |
+| n8n-MCP | ⚠️ Future | Staging first, then promote |
+| Career-Ops | ✅ Pattern | Pipeline/batch/escalation architecture reference |
+
+## Success Criteria
+
+- Product understands each client's business model
+- Can discover and score strategic counterparties
+- Can generate serious opportunities, not just raw leads
+- Can draft and manage outreach across channels
+- Preserves long-term commercial memory
+- Shows real evidence of what agents actually did
+- Runs safely with approvals and policies
+- Survives realistic launch simulation
+- UI feels premium and operational
+- Architecture is coherent and maintainable