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matrix-agent-validated/mcp-server/workspaces.html
profit ac01fffd9a checkpoint: matrix-agent-validated (2026-04-25) 
Architectural snapshot of the lakehouse codebase at the point where the
full matrix-driven agent loop with Mem0 versioning + deletion was
validated end-to-end.

WHAT THIS REPO IS
A clean single-commit snapshot of the lakehouse code. Heavy test data
(.parquet datasets, vector indexes) excluded — see REPLICATION.md for
regen path. Full lakehouse history at git.agentview.dev/profit/lakehouse.

WHAT WAS PROVEN
- Vector retrieval across multi-corpora matrix (chicago_permits + entity
  briefs + sec_tickers + distilled procedural + llm_team runs)
- Observer hand-review (cloud + heuristic fallback) gating each candidate
- Local-model agent loop (qwen3.5:latest) with tool use + scratchpad
- Playbook seal on success → next-iter retrieval surfaces it as preamble
- Mem0 versioning + deletion in pathway_memory:
    * UPSERT: ADD on new workflow, UPDATE bumps replay_count on identical
    * REVISE: chains versions, parent.superseded_at + superseded_by stamped
    * RETIRE: marks specific trace retired with reason, excluded from retrieval
    * HISTORY: walks chain root→tip, cycle-safe

KEY DIRECTORIES
- crates/vectord/src/pathway_memory.rs — Mem0 ops live here
- crates/vectord/src/playbook_memory.rs — original Mem0 reference
- tests/agent_test/ — local-model agent harness + PRD + session archives
- scripts/dump_raw_corpus.sh — MinIO bucket dump (raw test corpus)
- scripts/vectorize_raw_corpus.ts — corpus → vector indexes
- scripts/analyze_chicago_contracts.ts — real inference pipeline
- scripts/seal_agent_playbook.ts — Mem0 upsert from agent traces

Replication: see REPLICATION.md for Debian 13 clean install + cloud-only
adaptation (no local Ollama).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 19:43:27 -05:00

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<!DOCTYPE html>
<html lang="en"><head>
<meta charset="utf-8"><meta name="viewport" content="width=device-width,initial-scale=1">
<title>Lakehouse — Workspaces</title>
<style>
*{margin:0;padding:0;box-sizing:border-box}
body{font-family:'Inter',-apple-system,system-ui,sans-serif;background:#090c10;color:#b0b8c4;font-size:14px;line-height:1.55;-webkit-font-smoothing:antialiased}
a{color:#58a6ff;text-decoration:none}
a:hover{color:#79c0ff}
.bar{background:#0d1117;padding:0 24px;height:56px;border-bottom:1px solid #171d27;display:flex;justify-content:space-between;align-items:center;position:sticky;top:0;z-index:10}
.bar h1{font-size:14px;font-weight:600;color:#e6edf3;letter-spacing:-0.2px}
.bar nav{display:flex;gap:2px;flex-wrap:wrap}
.bar nav a{font-size:12px;color:#545d68;padding:6px 14px;border-radius:6px;transition:all 0.15s}
.bar nav a:hover{color:#e6edf3;background:#161b22}
.bar nav a.active{color:#e6edf3;background:#1c2333}
.wrap{max-width:1200px;margin:0 auto;padding:24px 20px 60px}
h2{color:#e6edf3;font-size:22px;font-weight:700;letter-spacing:-0.3px;margin-bottom:4px}
.lede{color:#8b949e;font-size:13px;margin-bottom:18px;line-height:1.6;max-width:720px}
.layout{display:grid;grid-template-columns:320px 1fr;gap:16px}
.list{display:flex;flex-direction:column;gap:8px;max-height:calc(100vh - 200px);overflow-y:auto;padding-right:4px}
.ws-card{background:#0d1117;border:1px solid #171d27;border-radius:10px;padding:12px 14px;cursor:pointer;transition:all 0.15s}
.ws-card:hover{border-color:#30363d;background:#161b22}
.ws-card.active{border-color:#1f6feb;background:#0d1d38}
.ws-card .name{color:#e6edf3;font-weight:600;font-size:13px;margin-bottom:4px;line-height:1.4}
.ws-card .meta{color:#8b949e;font-size:11px}
.ws-card .tier{display:inline-block;padding:1px 7px;border-radius:8px;font-size:9px;font-weight:600;margin-right:6px;letter-spacing:0.3px}
.tier.daily{background:#2d1b00;color:#d29922;border:1px solid #854d0e}
.tier.weekly{background:#0d2340;color:#58a6ff;border:1px solid #1f6feb80}
.tier.monthly{background:#1e1047;color:#a78bfa;border:1px solid #5b21b680}
.tier.pinned{background:#0d2818;color:#3fb950;border:1px solid #2ea04380}
.detail{background:#0d1117;border:1px solid #171d27;border-radius:12px;padding:18px;min-height:400px}
.section{margin-bottom:20px}
.section-hdr{display:flex;justify-content:space-between;align-items:center;margin-bottom:10px}
.section-hdr .title{color:#545d68;font-size:11px;text-transform:uppercase;letter-spacing:1.2px;font-weight:600}
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.hdr-block .desc{color:#c9d1d9;font-size:13px;margin-top:8px;line-height:1.6}
.prev-owners{display:flex;flex-wrap:wrap;gap:4px;margin-top:6px}
.prev-owners .chip{padding:2px 8px;border-radius:10px;font-size:10px;background:#161b22;color:#8b949e;border:1px solid #21262d}
.actions{display:flex;gap:8px;flex-wrap:wrap;margin-top:12px}
.flash{padding:10px 14px;border-radius:6px;margin-top:10px;font-size:12px}
.flash.ok{background:#0d2818;color:#86efac;border:1px solid #2ea04360}
.flash.err{background:#3a1a1a;color:#fca5a5;border:1px solid #f8514960}
.activity{max-height:240px;overflow-y:auto}
.activity .entry{border-left:2px solid #2ea043}
.footer{border-top:1px solid #171d27;padding:20px;text-align:center;color:#3d444d;font-size:11px}
@media(max-width:900px){
.layout{grid-template-columns:1fr}
.list{max-height:none}
.bar nav{font-size:10px}
}
</style></head>
<body>
<div class="bar">
<h1>Lakehouse — Workspaces</h1>
<nav>
<a href=".">Dashboard</a>
<a href="console">Walkthrough</a>
<a href="proof">Architecture</a>
<a href="spec">Spec</a>
<a href="onboard">Onboard</a>
<a href="alerts">Alerts</a>
<a href="workspaces" class="active">Workspaces</a>
</nav>
</div>
<div class="wrap">
<div style="margin-bottom:18px">
<h2>Per-contract workspaces</h2>
<div class="lede">
Each contract gets its own workspace: saved searches, shortlisted candidates, activity log, tier (daily / weekly / monthly / pinned). Persisted across sessions. One-click zero-copy handoff between staffers — Sarah hands off to Kim, Kim opens the workspace and sees everything Sarah saw. This is the layer that keeps institutional memory per-contract, not per-person.
</div>
<button class="btn" id="new-ws-btn">New workspace</button>
</div>
<div class="layout">
<div class="list" id="ws-list"><div class="empty">Loading workspaces…</div></div>
<div class="detail" id="ws-detail">
<div class="empty">Select a workspace from the list, or create one.</div>
</div>
</div>
</div>
<!-- Modals -->
<div class="modal-backdrop" id="modal-new">
<div class="modal">
<h3>New workspace</h3>
<form class="form" id="form-new" onsubmit="return false">
<label>Contract / fill name</label>
<input type="text" id="nw-name" placeholder="e.g. Riverfront Steel — Week 17 fills" required>
<label>Description</label>
<textarea id="nw-desc" placeholder="What's this contract about?"></textarea>
<div class="form-row">
<div>
<label>Tier</label>
<select id="nw-tier">
<option value="daily">Daily</option>
<option value="weekly" selected>Weekly</option>
<option value="monthly">Monthly</option>
<option value="pinned">Pinned</option>
</select>
</div>
<div>
<label>Owner (staffer)</label>
<input type="text" id="nw-owner" placeholder="sarah" value="sarah">
</div>
</div>
<div class="actions">
<button type="button" class="btn green" id="nw-create">Create</button>
<button type="button" class="btn ghost" data-close="modal-new">Cancel</button>
</div>
<div id="nw-result"></div>
</form>
</div>
</div>
<div class="modal-backdrop" id="modal-handoff">
<div class="modal">
<h3>Hand off to another staffer</h3>
<div style="color:#8b949e;font-size:12px;margin-bottom:14px;line-height:1.6">
Transfers ownership of this workspace. The prior owner is preserved in <code>previous_owners</code> for the audit trail.
The recipient sees all saved searches, shortlist entries, and activity from the prior owner — no copy, no migration.
</div>
<form class="form" onsubmit="return false">
<label>New owner</label>
<input type="text" id="ho-owner" placeholder="kim">
<label>Reason</label>
<input type="text" id="ho-reason" placeholder="e.g. end of shift, taking over for Sarah">
<div class="actions">
<button type="button" class="btn green" id="ho-submit">Hand off</button>
<button type="button" class="btn ghost" data-close="modal-handoff">Cancel</button>
</div>
<div id="ho-result"></div>
</form>
</div>
</div>
<div class="modal-backdrop" id="modal-shortlist">
<div class="modal">
<h3>Shortlist a candidate</h3>
<form class="form" onsubmit="return false">
<label>Dataset</label>
<input type="text" id="sl-dataset" placeholder="workers_500k" value="workers_500k">
<label>Worker ID</label>
<input type="text" id="sl-record" placeholder="e.g. 4661 or W500K-4661">
<label>Notes</label>
<textarea id="sl-notes" placeholder="Why this candidate — skills, past fills, availability window"></textarea>
<div class="actions">
<button type="button" class="btn green" id="sl-submit">Add to shortlist</button>
<button type="button" class="btn ghost" data-close="modal-shortlist">Cancel</button>
</div>
<div id="sl-result"></div>
</form>
</div>
</div>
<div class="modal-backdrop" id="modal-search">
<div class="modal">
<h3>Save a search</h3>
<form class="form" onsubmit="return false">
<label>Search name</label>
<input type="text" id="sv-name" placeholder="e.g. Available Toledo welders with OSHA">
<label>SQL (will run against the catalog via /query/sql)</label>
<textarea id="sv-sql" placeholder="SELECT * FROM workers_500k WHERE role='Welder' AND city='Toledo' AND state='OH' AND CAST(availability AS DOUBLE) > 0.5 LIMIT 20"></textarea>
<div class="actions">
<button type="button" class="btn green" id="sv-submit">Save search</button>
<button type="button" class="btn ghost" data-close="modal-search">Cancel</button>
</div>
<div id="sv-result"></div>
</form>
</div>
</div>
<div class="modal-backdrop" id="modal-activity">
<div class="modal">
<h3>Log activity</h3>
<form class="form" onsubmit="return false">
<label>Action</label>
<input type="text" id="act-action" placeholder="e.g. called, emailed, shortlisted, rejected">
<label>Detail</label>
<textarea id="act-detail" placeholder="What happened and what's the next step"></textarea>
<div class="actions">
<button type="button" class="btn green" id="act-submit">Log activity</button>
<button type="button" class="btn ghost" data-close="modal-activity">Cancel</button>
</div>
<div id="act-result"></div>
</form>
</div>
</div>
<div class="footer">Lakehouse · workspaces · per-contract state, zero-copy handoff (Phase 8.5)</div>
<script>
var P=location.pathname.indexOf('/lakehouse')>=0?'/lakehouse':'';
var A=location.origin+P;
var state={list:[], current:null, currentAgent:'sarah'};
function el(t,c,x){var e=document.createElement(t);if(c)e.className=c;if(x!==undefined&&x!==null)e.textContent=String(x);return e}
function apiGet(p){
return fetch(A+'/api'+p).then(function(r){return r.ok?r.json():r.text().then(function(b){throw new Error('HTTP '+r.status+': '+b)})});
}
function apiPost(p,body){
return fetch(A+'/api'+p,{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify(body||{})}).then(function(r){
return r.text().then(function(t){
if(!r.ok) throw new Error('HTTP '+r.status+': '+t.slice(0,200));
try{return JSON.parse(t)}catch(e){return {raw:t}}
});
});
}
function showModal(id){ document.getElementById(id).classList.add('show') }
function hideModal(id){ document.getElementById(id).classList.remove('show') }
function loadList(preselectId){
apiGet('/workspaces').then(function(arr){
if(!Array.isArray(arr)) arr=[];
state.list=arr;
renderList();
if(preselectId){ openWorkspace(preselectId); }
else if(arr.length>0 && !state.current){ openWorkspace(arr[0].id); }
}).catch(function(e){
var host=document.getElementById('ws-list');host.textContent='';
host.appendChild(el('div','empty','Failed to load: '+e.message));
});
}
function renderList(){
var host=document.getElementById('ws-list');host.textContent='';
if(state.list.length===0){
host.appendChild(el('div','empty','No workspaces yet. Create one to get started.'));
return;
}
state.list.slice().sort(function(a,b){
return (b.updated_at||'').localeCompare(a.updated_at||'');
}).forEach(function(w){
var card=el('div','ws-card'+(state.current&&state.current.id===w.id?' active':''));
card.onclick=function(){ openWorkspace(w.id); };
card.appendChild(el('div','name',w.name||'(unnamed)'));
var meta=el('div','meta');
meta.appendChild(el('span','tier '+(w.tier||'weekly'),(w.tier||'weekly').toUpperCase()));
meta.appendChild(document.createTextNode((w.owner||'?')+' · '+((w.shortlist||[]).length)+' shortlisted · '+((w.activity||[]).length)+' events'));
card.appendChild(meta);
host.appendChild(card);
});
}
function openWorkspace(id){
apiGet('/workspaces/'+encodeURIComponent(id)).then(function(w){
if(!w||w.error){ throw new Error(w&&w.error?w.error:'not found'); }
state.current=w;
renderList();
renderDetail();
}).catch(function(e){
var host=document.getElementById('ws-detail');host.textContent='';
host.appendChild(el('div','empty','Failed to load: '+e.message));
});
}
function renderDetail(){
var host=document.getElementById('ws-detail');host.textContent='';
var w=state.current;
if(!w){ host.appendChild(el('div','empty','Select a workspace from the list, or create one.')); return; }
// Header
var hdr=el('div','hdr-block');
hdr.appendChild(el('div','wname',w.name||'(unnamed)'));
var meta=el('div','wmeta');
meta.appendChild(el('span','tier '+(w.tier||'weekly'),(w.tier||'weekly').toUpperCase()));
meta.appendChild(document.createTextNode(' owner: '+(w.owner||'?')+' · created '+(w.created_at||'').slice(0,10)+' · updated '+(w.updated_at||'').slice(0,10)));
hdr.appendChild(meta);
if(w.description){ hdr.appendChild(el('div','desc',w.description)); }
if((w.previous_owners||[]).length>0){
var pos=el('div','prev-owners');
pos.appendChild(el('span','chip','Previous owners:'));
w.previous_owners.forEach(function(p){ pos.appendChild(el('span','chip',p)); });
hdr.appendChild(pos);
}
// Action buttons
var actions=el('div','actions');
var handoffBtn=el('button','btn','Hand off');
handoffBtn.onclick=function(){ showModal('modal-handoff'); };
actions.appendChild(handoffBtn);
var slBtn=el('button','btn ghost','Shortlist candidate');
slBtn.onclick=function(){ showModal('modal-shortlist'); };
actions.appendChild(slBtn);
var svBtn=el('button','btn ghost','Save search');
svBtn.onclick=function(){ showModal('modal-search'); };
actions.appendChild(svBtn);
var actBtn=el('button','btn ghost','Log activity');
actBtn.onclick=function(){ showModal('modal-activity'); };
actions.appendChild(actBtn);
hdr.appendChild(actions);
host.appendChild(hdr);
// Shortlist
host.appendChild(sectionHeader('Shortlist',(w.shortlist||[]).length+' candidates'));
if((w.shortlist||[]).length===0){
host.appendChild(el('div','empty','No candidates shortlisted yet.'));
} else {
w.shortlist.forEach(function(sl){
var e=el('div','entry');
e.appendChild(el('div','title',(sl.dataset||'?')+' · '+(sl.record_id||'?')));
if(sl.notes) e.appendChild(el('div','meta',sl.notes));
e.appendChild(el('div','sub','by '+(sl.by_agent||sl.agent||'?')+' · '+(sl.at||sl.added_at||'').slice(0,16).replace('T',' ')));
host.appendChild(e);
});
}
// Saved searches
host.appendChild(sectionHeader('Saved searches',(w.saved_searches||[]).length+' queries'));
if((w.saved_searches||[]).length===0){
host.appendChild(el('div','empty','No saved searches yet.'));
} else {
w.saved_searches.forEach(function(sv){
var e=el('div','entry');
e.appendChild(el('div','title',sv.name||'(unnamed)'));
if(sv.sql) e.appendChild(el('div','sub',sv.sql));
e.appendChild(el('div','sub','by '+(sv.by_agent||sv.agent||'?')+' · '+(sv.at||sv.added_at||'').slice(0,16).replace('T',' ')));
host.appendChild(e);
});
}
// Activity
host.appendChild(sectionHeader('Activity',(w.activity||[]).length+' events'));
if((w.activity||[]).length===0){
host.appendChild(el('div','empty','No activity logged yet.'));
} else {
var act=el('div','activity');
w.activity.slice().reverse().forEach(function(a){
var e=el('div','entry');
e.appendChild(el('div','title',a.action||'(no action)'));
if(a.detail) e.appendChild(el('div','meta',a.detail));
e.appendChild(el('div','sub','by '+(a.by_agent||a.agent||'?')+' · '+(a.at||'').slice(0,16).replace('T',' ')));
act.appendChild(e);
});
host.appendChild(act);
}
}
function sectionHeader(title,count){
var s=el('div','section-hdr');
s.appendChild(el('span','title',title));
s.appendChild(el('span','count',count));
return s;
}
function flash(id,text,kind){
var box=document.getElementById(id);
box.textContent='';
box.appendChild(el('div','flash '+(kind||'ok'),text));
}
function createWorkspace(){
var name=document.getElementById('nw-name').value.trim();
var desc=document.getElementById('nw-desc').value.trim();
var tier=document.getElementById('nw-tier').value;
var owner=document.getElementById('nw-owner').value.trim()||'sarah';
if(!name){ flash('nw-result','Name is required','err');return; }
apiPost('/workspaces/create',{name:name,description:desc,owner:owner,tier:tier}).then(function(r){
state.currentAgent=owner;
hideModal('modal-new');
document.getElementById('nw-name').value='';
document.getElementById('nw-desc').value='';
loadList(r.id);
}).catch(function(e){ flash('nw-result',e.message,'err'); });
}
function submitHandoff(){
var w=state.current;if(!w)return;
var to=document.getElementById('ho-owner').value.trim();
var reason=document.getElementById('ho-reason').value.trim();
if(!to){ flash('ho-result','New owner required','err');return; }
apiPost('/workspaces/'+encodeURIComponent(w.id)+'/handoff',{to_agent:to,reason:reason}).then(function(){
state.currentAgent=to;
hideModal('modal-handoff');
loadList(w.id);
}).catch(function(e){ flash('ho-result',e.message,'err'); });
}
function submitShortlist(){
var w=state.current;if(!w)return;
var dataset=document.getElementById('sl-dataset').value.trim()||'workers_500k';
var record=document.getElementById('sl-record').value.trim();
var notes=document.getElementById('sl-notes').value.trim();
if(!record){ flash('sl-result','Worker ID required','err');return; }
apiPost('/workspaces/'+encodeURIComponent(w.id)+'/shortlist',{dataset:dataset,record_id:record,notes:notes,agent:state.currentAgent}).then(function(){
hideModal('modal-shortlist');
document.getElementById('sl-record').value='';
document.getElementById('sl-notes').value='';
loadList(w.id);
}).catch(function(e){ flash('sl-result',e.message,'err'); });
}
function submitSaveSearch(){
var w=state.current;if(!w)return;
var name=document.getElementById('sv-name').value.trim();
var sql=document.getElementById('sv-sql').value.trim();
if(!name||!sql){ flash('sv-result','Name and SQL are required','err');return; }
apiPost('/workspaces/'+encodeURIComponent(w.id)+'/search',{name:name,sql:sql,agent:state.currentAgent}).then(function(){
hideModal('modal-search');
document.getElementById('sv-name').value='';
document.getElementById('sv-sql').value='';
loadList(w.id);
}).catch(function(e){ flash('sv-result',e.message,'err'); });
}
function submitActivity(){
var w=state.current;if(!w)return;
var action=document.getElementById('act-action').value.trim();
var detail=document.getElementById('act-detail').value.trim();
if(!action){ flash('act-result','Action required','err');return; }
apiPost('/workspaces/'+encodeURIComponent(w.id)+'/activity',{action:action,detail:detail,agent:state.currentAgent}).then(function(){
hideModal('modal-activity');
document.getElementById('act-action').value='';
document.getElementById('act-detail').value='';
loadList(w.id);
}).catch(function(e){ flash('act-result',e.message,'err'); });
}
document.addEventListener('DOMContentLoaded',function(){
document.getElementById('new-ws-btn').addEventListener('click',function(){ showModal('modal-new'); });
document.getElementById('nw-create').addEventListener('click',createWorkspace);
document.getElementById('ho-submit').addEventListener('click',submitHandoff);
document.getElementById('sl-submit').addEventListener('click',submitShortlist);
document.getElementById('sv-submit').addEventListener('click',submitSaveSearch);
document.getElementById('act-submit').addEventListener('click',submitActivity);
Array.prototype.forEach.call(document.querySelectorAll('[data-close]'),function(b){
b.addEventListener('click',function(){ hideModal(b.getAttribute('data-close')); });
});
// Click-outside-to-close
Array.prototype.forEach.call(document.querySelectorAll('.modal-backdrop'),function(m){
m.addEventListener('click',function(e){ if(e.target===m) m.classList.remove('show'); });
});
loadList();
});
</script>
</body></html>
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