epic/thesis-memory-and-change-tracking: structured thesis lifecycle with provenance

[adolago]

Problem

Thesis evolution and rationale changes are hard to track across sessions and sources.

Outcome

A thesis memory system tracks baseline conviction and all material thesis changes over time.

Scope

• Thesis entity schema and change-log model.
• Source-linked rationale and confidence updates.
• Query APIs for thesis history and diffs.

Dependencies

• Depends on ingestion + orchestrator + valuation outputs.

Acceptance criteria

• Thesis history is queryable with timestamped deltas.
• Changes include evidence references.
• Portfolio-level thesis rollup is supported.

Metrics

• Thesis update latency.
• Evidence-linked change ratio.

Execution tracking

• [child] thesis entity model and versioned change log #509 - [child] thesis entity model and versioned change log
• [child] evidence-linked thesis updates and confidence rules #510 - [child] evidence-linked thesis updates and confidence rules (depends on [child] thesis entity model and versioned change log #509)
• [child] thesis diff/query APIs and portfolio rollup views #511 - [child] thesis diff/query APIs and portfolio rollup views (depends on [child] evidence-linked thesis updates and confidence rules #510)

Dependency chain: #509 -> #510 -> #511

[adolago]

Child execution issues created:

• [child] thesis entity model and versioned change log #509 (owner suggestion: Investment Thesis Owner)
• [child] evidence-linked thesis updates and confidence rules #510 (owner suggestion: Research Integrity Owner; depends on [child] thesis entity model and versioned change log #509)
• [child] thesis diff/query APIs and portfolio rollup views #511 (owner suggestion: Data API Owner; depends on [child] evidence-linked thesis updates and confidence rules #510)

Dependency chain: #509 -> #510 -> #511

[adolago]

Closed after child issues #509, #510, and #511 merged on main. Thesis history, evidence-linked revisions, diff/query APIs, and portfolio rollup views are now implemented in production code.