Session Handoff: Partner OS

Date: 2026-03-14 Status: Sprint 1A & 1B Complete | Sprint 2 Pending

1. Current State

The foundational Retrieval (Brain) and Relational (Database) layers are fully operational, documented, and verified.

Sprint 1A (The Pinneo Brain):
- src/brain/: ChromaDB persistent storage, incremental embedder (SHA-256), and hybrid retriever (semantic + keyword reranking).
- src/utils/: PDF extraction, semantic chunking, and resilient GenAI client.
- Verification: 11/11 tests passing, including real-world end-to-end retrieval of Greg Pinneo's doctrine.
Sprint 1B (SQLite Layer):
- src/database/: Singleton connection manager with WAL mode and automatic schema bootstrapping from schema.sql.
- Integration: Automated JSON serialization for complex fields (citations, archetypes).

Virtual Environment: .venv is active with all dependencies.
Authentication: src/utils/genai_client.py is configured to prioritize GOOGLE_API_KEY from .env.
Credential Note: A valid API key has been provided by the user and is stored in the gitignored .env file for the next session.
Library Note: The memsearch library was found to be incompatible with the ChromaDB backend mandate. A custom high-precision hybrid retriever was implemented in src/brain/retriever.py to satisfy the design spec.

Every component now follows the Dual-Audience Pattern:

README.md files in src/brain/, src/database/, and src/utils/ for high-level summaries.
Module Docstrings include "Principal's Summary" and "Integration Note."
Milestone Reports in docs/milestones/ for Sprints 1A and 1B.

Sprint 2: The Librarian Agent.

Job: Sole filesystem authority. Scan staging/inbox/, classify files, determine deal association, and route them to deals/{DEAL_ID}_{slug}/.
Start State: Begin with a Brainstorming Session to define classification logic and the Deal Jacket routing algorithm.

# Verify environment
source .venv/bin/activate
pytest -v -s # Run all 11 verification tests