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demo: G — per-staffer hot-swap index (synthetic coordinator personas)

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Same corpus, different relevance gradient per staffer. Three personas
defined in mcp-server/index.ts STAFFERS roster (Maria/IL, Devon/IN,
Aisha/WI), each with a primary state + secondary cities. Server-side:
/intelligence/chat smart_search accepts a staffer_id body field; when
set, defaults state to the staffer's territory and labels the playbook
context as theirs. The playbook patterns query also defaults its geo
to the staffer's primary city/state, so the recurring-skills/cert
breakdowns reflect what they actually fill, not the global IL prior.

Front-end: a staffer selector dropdown beside the existing state/role
filters. Picking a staffer auto-pins state to their territory, shows
a greeting line, relabels the MEMORY panel as MARIA'S/DEVON'S/AISHA'S
MEMORY, and sends staffer_id to chat for scoping.

Dropdown is populated from /staffers (NOT /api/staffers — the generic
/api/* passthrough sends everything under /api/ to the Rust gateway,
which doesn't own the roster). loadStaffers runs at window-load
independently of loadDay's Promise.all so the dropdown populates even
if simulation/SQL inits error out.

Verified end-to-end via playwright. Same q="forklift operators":
  no staffer  → 509 workers across MI/OH/IA, MEMORY label
  as Devon    → 89 IN-only (Fort Wayne, Terre Haute), DEVON'S MEMORY
  as Aisha    → 16 WI-only (Milwaukee, Madison, Green Bay), AISHA'S MEMORY
As Maria with q="8 production workers near 60607":
  tags: headcount: 8 · zip 60607 → Chicago, IL · role: production · city: Chicago
  20 workers, MARIA'S MEMORY label, top results in Chicago zips

Closes the demo-side build of A-G from the persona plan:
  A. zip → city/state, B. headcount, C. bare-name, D. temporal,
  E. late-worker triage, F. contractor anchor, G. per-staffer index.
This commit is contained in:
root 2026-04-27 21:16:52 -05:00
parent d44ad3af1e
commit 52d2da2f44
2 changed files with 139 additions and 8 deletions
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91
mcp-server/index.ts
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@ -22,6 +22,58 @@ import { buildPermitBrief } from "./entity.js";
const BASE = process.env.LAKEHOUSE_URL || "http://localhost:3100";
const PORT = parseInt(process.env.MCP_PORT || "3700");
// ─── Staffer roster — used by the per-staffer hot-swap index (G). ────
//
// J's vision: each staffer has their own molded view of the corpus.
// When Maria searches, the system surfaces *Maria's* prior fills and
// her territory's playbooks first. When Aisha searches, the same
// corpus gets re-shaped to her geo and recent activity. This is what
// generic CRM fast-search can't do: a relevance gradient that
// compounds with each staffer's own signal.
//
// First implementation is geography-based — each staffer has a primary
// state and a list of cities they recruit for. Playbook queries get
// scoped to that territory when staffer_id is provided. As the system
// accumulates per-staffer signal (call_log assignments, email threads,
// SMS history), the scope expands beyond geography.
//
// Adding a staffer: append to this list. The /api/staffers endpoint
// exposes the public-safe fields to the UI dropdown.
const STAFFERS: Array<{
id: string;
name: string;
display: string;
territory: { state: string; cities: string[] };
greeting: string;
}> = [
{
id: "maria",
name: "Maria",
display: "Maria · Chicago coordinator",
territory: { state: "IL", cities: ["Chicago", "Joliet", "Rockford", "Peoria", "Springfield", "Decatur"] },
greeting: "Maria's territory: Illinois warehouse + manufacturing fills",
},
{
id: "devon",
name: "Devon",
display: "Devon · Indiana coordinator",
territory: { state: "IN", cities: ["Indianapolis", "Fort Wayne", "South Bend", "Evansville", "Bloomington", "Terre Haute"] },
greeting: "Devon's territory: Indiana production + assembly fills",
},
{
id: "aisha",
name: "Aisha",
display: "Aisha · Wisconsin/Michigan coordinator",
territory: { state: "WI", cities: ["Milwaukee", "Madison", "Green Bay", "Detroit", "Grand Rapids", "Lansing"] },
greeting: "Aisha's territory: Wisconsin + Michigan logistics",
},
];
function lookupStaffer(id: string | undefined): typeof STAFFERS[number] | null {
if (!id) return null;
return STAFFERS.find((s) => s.id === id) || null;
}
const MODE = process.env.MCP_TRANSPORT || "http"; // "stdio" or "http"
// Active trace for the current request — set per-request in the HTTP handler
@ -824,6 +876,20 @@ async function main() {
}
}
// Staffer roster — read by the UI dropdown so each coordinator
// can act under their own identity (per-staffer hot-swap index).
if (url.pathname === "/api/staffers" || url.pathname === "/staffers") {
return ok({
staffers: STAFFERS.map((s) => ({
id: s.id,
name: s.name,
display: s.display,
territory: s.territory,
greeting: s.greeting,
})),
});
}
if (url.pathname === "/system/summary") {
const [ds, indexes, workersCount, candsCount] = await Promise.all([
api("GET", "/catalog/datasets").catch(() => [] as any),
@ -1862,6 +1928,21 @@ async function main() {
const explicitState = String(b.state || "").trim().toUpperCase();
const explicitRole = String(b.role || "").trim();
// (G) Per-staffer context. When the UI sends a staffer_id,
// playbook queries scope to that staffer's territory — their
// recent fills, their geo's recurring patterns. The corpus is
// the same for everyone; the relevance gradient is unique to
// each staffer because each pulls a different shape from it.
const staffer = lookupStaffer(String(b.staffer_id || "").trim());
// If the staffer has a territory and the user hasn't already
// pinned a state/city via dropdown or NL, default the search
// to their territory. They can override by typing a different
// city or selecting a different state.
if (staffer && !explicitState) {
filters.push(`state = '${staffer.territory.state}'`);
understood.push(`as ${staffer.name}: ${staffer.territory.state}`);
}
// (B) Headcount parser — coordinator says "8 production
// workers", "I need 12 forklift operators", "5 welders by
// Friday". Match a leading or embedded count followed by
@ -2048,9 +2129,14 @@ async function main() {
// Derive role+geo for the pattern query so the meta-index
// surface lines up with what the user actually asked for.
// (G) When a staffer is acting, default the geo to their
// primary territory — their playbook view is shaped by
// where they actually fill, not the global Chicago/IL prior.
const roleForPatterns = understood.find(u => u.startsWith('role:'))?.split(': ')[1] || q;
const cityForPatterns = understood.find(u => u.startsWith('city:'))?.split(': ')[1] || 'Chicago';
const stateForPatterns = understood.find(u => u.startsWith('state:'))?.split(': ')[1] || 'IL';
const cityForPatterns = understood.find(u => u.startsWith('city:'))?.split(': ')[1]
|| staffer?.territory.cities[0] || 'Chicago';
const stateForPatterns = understood.find(u => u.startsWith('state:'))?.split(': ')[1]
|| staffer?.territory.state || 'IL';
const [searchR, directR, patternR] = await Promise.all([
api("POST", "/vectors/hybrid", {
@ -2084,6 +2170,7 @@ async function main() {
return ok({
type: "smart_search",
summary: `Found ${searchR.sql_matches || 0} workers matching your criteria${understood.length ? ' (' + understood.join(', ') + ')' : ''}`,
staffer: staffer ? { id: staffer.id, name: staffer.name, display: staffer.display, territory: staffer.territory } : null,
understood,
sql_results: sqlWorkers,
vector_results: vectorWorkers,

56
mcp-server/search.html
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@ -302,11 +302,18 @@ body{font-family:'Inter',-apple-system,system-ui,'Segoe UI',sans-serif;backgroun
</p>
<div id="ws-samples" style="display:flex;flex-wrap:wrap;gap:6px;margin-bottom:10px;font-size:11px"></div>
<input type="text" id="sq" placeholder="Try: reliable forklift operator available in Nashville" onkeydown="if(event.key==='Enter')doSearch()" style="width:100%;box-sizing:border-box;padding:10px 12px;background:#0d1117;border:1px solid #30363d;border-radius:6px;color:#e6edf3;font-size:13px;margin-bottom:8px">
<div class="srow" style="display:flex;gap:8px;margin-bottom:8px">
<div class="srow" style="display:flex;gap:8px;margin-bottom:8px;align-items:center">
<!-- Per-staffer hot-swap selector. When a staffer is chosen, every
search and triage scopes to their territory; the playbook MEMORY
panel labels itself "Maria's recent fills" instead of generic. -->
<select id="sstaffer" style="flex:0 0 auto;padding:8px 10px;background:#0d1117;border:1px solid #58a6ff66;border-radius:6px;color:#e6edf3;font-weight:600;cursor:pointer" title="Act as this coordinator — playbook context will scope to their territory">
<option value="">All staffers</option>
</select>
<select id="sst" style="flex:1;padding:8px;background:#0d1117;border:1px solid #30363d;border-radius:6px;color:#e6edf3"><option value="">Any State</option></select>
<select id="srl" style="flex:1;padding:8px;background:#0d1117;border:1px solid #30363d;border-radius:6px;color:#e6edf3"><option value="">Any Role</option></select>
<button class="sbtn" onclick="doSearch()" style="padding:8px 16px;background:#238636;border:none;border-radius:6px;color:#fff;font-weight:600;cursor:pointer">Find Workers</button>
</div>
<div id="sstaffer-greeting" style="font-size:11px;color:#58a6ff;margin-bottom:8px;min-height:14px"></div>
<div id="sresults"></div>
</div>
@ -363,7 +370,38 @@ var P=location.pathname.indexOf('/lakehouse')>=0?'/lakehouse':'';
var A=location.origin+P;
var AC=['#1a2744','#1a3a2a','#2a1a3a','#3a2a1a','#1a3a3a','#2a2a1a'];
var lastQuery='';
window.addEventListener('load',function(){loadSystemSummary();loadLegacyBridge();loadDay();loadStaffingForecast();loadLiveContracts();loadMarket();loadLearning();loadWorkerSearchSamples();loadArchSignals()});
window.addEventListener('load',function(){loadSystemSummary();loadLegacyBridge();loadDay();loadStaffingForecast();loadLiveContracts();loadMarket();loadLearning();loadWorkerSearchSamples();loadArchSignals();loadStaffers()});
// Per-staffer hot-swap dropdown — runs independently of the simulation
// fetch so the staffer selector populates even if any other init step
// errors out. /api/staffers returns the synthetic coordinator roster.
function loadStaffers(){
var sel=document.getElementById('sstaffer');
var greeting=document.getElementById('sstaffer-greeting');
if(!sel) return;
// /staffers (not /api/staffers) — the /api/* generic passthrough
// forwards anything under /api/ to the Rust gateway on :3100 and the
// gateway doesn't know the staffer roster (it lives in the mcp-server
// module). The bare /staffers route serves directly.
fetch(A+'/staffers').then(function(r){return r.json()}).then(function(d){
(d.staffers||[]).forEach(function(s){
var o=document.createElement('option');o.value=s.id;o.textContent=s.display||s.name;
sel.appendChild(o);
});
sel._roster=d.staffers||[];
}).catch(function(){});
sel.addEventListener('change',function(){
var roster=sel._roster||[];
var s=roster.find(function(x){return x.id===sel.value});
if(s){
greeting.textContent='Acting as '+s.name+' — '+(s.greeting||'')+' · territory: '+s.territory.cities.slice(0,3).join(', ')+'…';
var stSel=document.getElementById('sst');
if(stSel && !stSel.value){stSel.value=s.territory.state}
}else{
greeting.textContent='';
}
});
}
// Deep-link: visiting the dashboard with #open-briefs in the URL auto-
// expands every Entity Brief panel once the contract cards finish
@ -2417,15 +2455,17 @@ function doSearch(){
var q=document.getElementById('sq').value.trim();if(!q)return;
lastQuery=q;
var st=document.getElementById('sst').value,rl=document.getElementById('srl').value;
var stafferEl=document.getElementById('sstaffer');
var stafferId=stafferEl?stafferEl.value:'';
// Pass dropdown filters as structured fields. Old code appended
// ' in '+st to the message, which the server misparsed: the
// preposition "in" matched the regex for state code "IN" (Indiana)
// and every search returned Indiana workers regardless of dropdown.
// Sending structured state/role lets the server skip NL parsing
// for those fields entirely.
// Sending structured state/role + staffer_id lets the server skip
// NL parsing for those fields and apply per-staffer scoping.
var out=document.getElementById('sresults');out.textContent='Finding the best matches...';
fetch(A+'/intelligence/chat',{method:'POST',headers:{'Content-Type':'application/json'},
body:JSON.stringify({message:q,state:st||undefined,role:rl||undefined})
body:JSON.stringify({message:q,state:st||undefined,role:rl||undefined,staffer_id:stafferId||undefined})
}).then(function(r){return r.json()}).then(function(d){
out.textContent='';
// Type-specific renderers — added 2026-04-27 for the persona-driven
@ -2457,7 +2497,11 @@ function doSearch(){
var mem=document.createElement('div');
mem.style.cssText='background:#0d2818;border:1px solid #2ea04360;border-radius:6px;padding:8px 12px;margin-bottom:10px;font-size:11px;color:#86efac;line-height:1.5';
var label=document.createElement('span');label.style.cssText='color:#3fb950;font-weight:600;margin-right:6px';
label.textContent='MEMORY ('+(d.pattern_playbooks_matched||0)+' playbook'+(d.pattern_playbooks_matched===1?'':'s')+'):';
// When a staffer is acting, label the panel with their name —
// "MARIA'S MEMORY (12 playbooks)" makes the per-user shaping
// visible in the UI, not just the response data.
var memOwner=d.staffer&&d.staffer.name?d.staffer.name.toUpperCase()+"'S MEMORY":'MEMORY';
label.textContent=memOwner+' ('+(d.pattern_playbooks_matched||0)+' playbook'+(d.pattern_playbooks_matched===1?'':'s')+'):';
mem.appendChild(label);
var pattern = d.discovered_pattern || '';
if(!pattern || pattern.indexOf('No similar')>=0 || pattern.indexOf('0 workers')>=0){