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Governance layer (14 docs): - MASTER_OPERATING_PROMPT.md — operating constitution (five planes, six tracks, policy classes) - docs/ai-operating-model.md — five-plane architecture (Decision/Execution/Trust/Data/Operating) - docs/dealix-six-tracks.md — six strategic tracks (Revenue/Intelligence/Compliance/Expansion/Operations/Trust) - docs/governance/execution-fabric.md — OpenClaw execution plane deep dive - docs/governance/trust-fabric.md — trust plane with contradiction engine + evidence packs - docs/governance/saudi-compliance-and-ai-governance.md — PDPL/ZATCA/SDAIA/NCA live controls - docs/governance/technology-radar-tier1.md — Core/Strong/Pilot/Watch/Hold classification - docs/governance/partnership-os.md — alliance lifecycle management - docs/governance/ma-os.md — M&A corporate development lifecycle - docs/governance/expansion-os.md — geographic and vertical growth - docs/governance/pmi-os.md — post-merger integration framework - docs/governance/executive-board-os.md — executive decision surfaces - docs/execution-matrix-90d-tier1.md — 90-day sprint execution plan - docs/adr/0001-tier1-execution-policy-spikes.md — 8 architectural decisions Backend (3 models, 6 services, 8 API routes): - Contradiction Engine — detect/track system conflicts - Evidence Pack System — tamper-evident audit proof with SHA256 - Saudi Compliance Matrix — live PDPL/ZATCA/SDAIA/NCA controls - Executive Room — unified executive decision surface - Connector Governance — integration health monitoring - Model Routing Dashboard — LLM provider metrics - Forecast Control Center — actual vs forecast across tracks - Approval Center — enhanced approval queue with SLA Frontend (9 components): - Executive Room, Evidence Pack Viewer, Approval Center - Connector Governance Board, Saudi Compliance Dashboard - Actual vs Forecast Dashboard, Risk Heatmap - Policy Violations Board, Partner Pipeline Board Tooling: - scripts/architecture_brief.py — preflight validation (40/40 checks pass) - Updated CLAUDE.md and AGENTS.md with governance references https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
117 lines
5.5 KiB
Markdown
117 lines
5.5 KiB
Markdown
# CLAUDE.md — Dealix Project Context for AI Agents
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## Quick Context
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Dealix is a **Sovereign Enterprise Growth OS for GCC Companies**. It manages Revenue, Partnerships, Corporate Development/M&A, Expansion, PMI, and Trust/Governance — with AI agents, durable workflows, and policy-enforced execution.
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**Operating Constitution**: See `MASTER_OPERATING_PROMPT.md` for the canonical reference.
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## Key Directories
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- `backend/app/api/v1/` — API routes (FastAPI)
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- `backend/app/models/` — SQLAlchemy models
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- `backend/app/services/` — Business logic layer
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- `backend/app/services/ai/` — AI engine (Arabic NLP, scoring, forecasting)
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- `backend/app/services/pdpl/` — PDPL compliance engine
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- `backend/app/services/cpq/` — Configure, Price, Quote
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- `backend/app/services/agents/` — Multi-agent orchestration
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- `backend/app/services/llm/` — LLM provider abstraction
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- `backend/app/workers/` — Celery async tasks
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- `backend/app/integrations/` — WhatsApp, Email, SMS adapters
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- `frontend/src/app/` — Next.js pages
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- `seeds/` — Industry templates (JSON)
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- `memory/` — Project knowledge base
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- `docs/governance/` — Governance framework (execution-fabric, trust-fabric, compliance, radar)
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- `docs/adr/` — Architecture Decision Records
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- `scripts/` — Architecture brief and tooling
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- `MASTER_OPERATING_PROMPT.md` — Operating constitution (five planes, six tracks, policy classes)
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## Database
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- PostgreSQL 16 with async driver (asyncpg)
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- Multi-tenant: every table has `tenant_id`
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- Alembic for migrations
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- Money fields use `Numeric` type (never Float)
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## AI Architecture
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- Provider abstraction: Groq → OpenAI fallback
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- Model router: task-specific model selection
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- Arabic NLP: intent, sentiment, entity extraction
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- Lead scoring: 0-100 composite score
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- Conversation intelligence: Arabic dialogue analysis
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- Sales agent: autonomous WhatsApp qualification bot
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## PDPL Compliance (Critical)
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- Check consent before ANY outbound message
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- Track consent purpose, channel, timestamp
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- Support data subject rights (access, correct, delete)
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- Audit trail for all consent changes
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- Auto-expire consent after 12 months
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- Penalty: up to SAR 5 million per violation
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## Testing
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```bash
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pytest -v # All tests
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pytest tests/test_ai/ -v # AI engine tests
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pytest tests/test_pdpl/ -v # PDPL compliance tests
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pytest tests/test_api/ -v # API endpoint tests
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```
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## Common Tasks
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- Add new API endpoint: create route in `api/v1/`, register in `main.py`
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- Add new model: create in `models/`, add to `models/__init__.py`, create migration
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- Add new AI feature: create in `services/ai/`, wire to relevant API/worker
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- Add industry template: create JSON in `seeds/`, match existing schema
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## gstack Planning Discipline
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Before writing code, classify your task:
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| Tier | When | What to do |
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|------|------|-----------|
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| **SIMPLE** | 1 file, obvious change | Just do it |
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| **MEDIUM** | Multi-file, needs thought | Read files → 5-line plan → resolve ambiguity → self-review → report |
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| **HEAVY** | Complex, needs specific skill | Load skill → execute workflow → verify → report |
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| **FULL** | End-to-end feature/release | Plan → review → implement → test → ship → report |
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| **PLAN** | Research/architecture only | Plan only, save to `memory/`, no implementation |
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**RULE**: Append to this file, never replace existing instructions.
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## Hermes Profiles
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| Profile | Mission | Scope |
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|---------|---------|-------|
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| `growth` | Customer acquisition | leads, messaging, analytics, content |
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| `sales` | Deal closing | deals, proposals, sequences, WhatsApp |
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| `security` | Platform protection | compliance, audit, Shannon scans |
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| `ops` | Deployment & reliability | workers, monitoring, releases |
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| `knowledge` | Wiki & memory management | brain, wiki, indexes |
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| `founder` | Strategic decisions | everything (highest permissions) |
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| `arabic-ops` | Arabic content & dialect | summarization, dialect detection, RTL |
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## Arabic Operations
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- Use `arabic_ops.py` for: call notes compression, market research digests, executive briefs
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- Always detect dialect before processing (saudi/gulf/msa)
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- Check for Arabizi and suggest Arabic conversion
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- Check code-switching (Arabic+English mixed) for readability
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## claude-mem (Persistent Memory)
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Installed and active. Automatically captures every session's work and injects context into new sessions.
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- **Worker**: `npx claude-mem start` (port 37777)
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- **Web UI**: http://localhost:37777
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- **Search**: Use `/mem-search` in Claude Code
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- **Data**: `~/.claude-mem/claude-mem.db` (SQLite + Chroma vectors)
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- **Privacy**: Wrap sensitive content in `<private>...</private>` tags
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- **Token savings**: ~95% reduction via 3-layer progressive retrieval
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- **Auto-captures**: tool executions, session summaries, decisions, bugs, patterns
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## Governance Framework (Tier-1)
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- **Five Planes**: Decision, Execution, Trust, Data, Operating — see `docs/ai-operating-model.md`
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- **Six Tracks**: Revenue, Intelligence, Compliance, Expansion, Operations, Trust — see `docs/dealix-six-tracks.md`
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- **Policy Classes**: A (auto), B (approval), C (forbidden) — enforced by `openclaw/policy.py`
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- **Contradiction Engine**: Detect/track system conflicts — `services/contradiction_engine.py`
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- **Evidence Packs**: Tamper-evident audit proof — `services/evidence_pack_service.py`
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- **Saudi Compliance Matrix**: Live PDPL/ZATCA/SDAIA/NCA controls — `services/saudi_compliance_matrix.py`
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- **Architecture Preflight**: `python scripts/architecture_brief.py` (run from repo root)
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