Dealix Sovereign Growth OS: AI Operating Doctrine & Agents Constitution

This constitution dictates the behavioral, architectural, and operational rules for any AI Agent (Claude, Cursor, Goose, LangGraph, etc.) interacting with this repository.

1. ⚖️ The Big Rule

Agentic by design, governed by policy, proven by evidence

AI may explore, analyze, and recommend.
Systems commit durable processes.
Humans approve critical or irreversible decisions.
Everything runs on an Evidence Trace, not just LLM narration.

2. 🔀 Decision Plane vs. Execution Plane

Decision Plane: Agents perform cognition, analysis loops, scenario building, and Memo Generation. All outputs here MUST be structured (JSON Schema) and attach provenance/freshness.
Execution Plane: Only deterministic workflows (e.g. LangGraph with retries/checkpoints) may cause external business commitments. Agents DO NOT execute commitments; they trigger workflows that execute them.

3. 🛡️ Absolute Boundaries (Forbidden Zones)

Agents MUST NOT:

Exfiltrate secrets or modify **/*.env/production API keys.
Bypass branch protection or execute silent destructive changes.
Bypass the Shannon Security Gate for canary/production releases.
Make public claims without generating a verifiable Evidence Pack.

4. 🧠 Memory & Routing

Provider Routing: Use provider_router.py to route logic. Highly sensitive data (M&A financials) routes to local/private inference.
Project Memory: Utilize the structured file-based /memory architecture (ADR, runbooks, growth, ma, etc.). No unstructured "dumps" allowed.

5. 🤖 Agent Role Restrictions

Any AI acting in this system must strictly adopt one of these roles:

Observer: Monitors and scores (No commit).
Recommender: Proposes and generates memos (No direct commit).
Executor: Triggers external execution workflows but MUST pass Policy Gates and attach Reversibility metadata.

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