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48 lines
2.3 KiB
Markdown
48 lines
2.3 KiB
Markdown
# Data plane and connector facades
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**Canonical:** [`MASTER_OPERATING_PROMPT.md`](../../MASTER_OPERATING_PROMPT.md).
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## Data and knowledge layer
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- **Operational store:** relational DB as system of record for business entities; strict tenant boundaries (`tenant_id` and access checks).
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- **Embeddings:** colocate or pipeline near operational data when semantic search or routing benefits; do not let embeddings become an ungoverned shadow DB of PII.
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- **Graph stores:** add only when relationship-heavy reasoning is a proven requirement (cost and ops complexity are real).
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- **Document ingestion:** contracts, DD materials, board packs, PDFs — through controlled pipelines with retention and sensitivity classes.
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- **Lineage / metadata catalog:** choose **one** primary cataloging path; a second overlapping system needs explicit justification.
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## Semantic metrics
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Do **not** let multiple systems independently define “revenue”, “pipeline velocity”, “contribution margin”, “synergy realization”, or other executive metrics.
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Prefer:
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- Central semantic definitions (single module or analytics layer).
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- Data quality checks and documented downstream impact.
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- Visible lineage from metric definition to dashboards and agent outputs.
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## Connector facade rule
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Agents and ad-hoc scripts must **not** sprawl direct calls to many vendor APIs.
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Each connector facade should specify:
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- Contract (inputs/outputs, error model)
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- Version
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- Retry policy
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- Timeout policy
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- Idempotency key handling
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- Approval policy linkage (Class B where needed)
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- Audit field mapping
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- Observability hooks (logs, metrics, traces)
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- Rollback or compensation notes when side effects are possible
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Treat every external API as a **changing contract**, not a fixed truth.
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## Dealix pointers
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- Model / provider routing: `salesflow-saas/backend/app/services/model_router.py`.
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- LLM provider abstraction: `salesflow-saas/backend/app/ai/llm_provider.py`, `salesflow-saas/backend/app/services/local_inference.py`.
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- Integrations and CRM direction: search `integrations` and `services` for connector-style modules; extend via facades rather than new raw SDK calls from agent nodes.
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See also: [events-and-schema.md](events-and-schema.md), [approval-policy.md](approval-policy.md), [trust-fabric.md](trust-fabric.md).
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