ab203a1e | Entities: org-wide entity spaces (backend) | emileriksenkeev | 2026-07-13 | ↗ GitHub |
commit body Introduce first-class 'Entities' spaces (our own companies) alongside the
Vault, reusing the project model (is_entity flag + entity_profile jsonb).
- access.ts: extend the Vault org-wide bypass to is_entity projects.
- projects.ts: exclude is_entity from the normal project list; add
GET /projects/entities returning the entity roster (name, profile, doc +
folder counts). Entity detail reuses GET /projects/:id.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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2e8787f4 | Entities: bulk ingest script for entity documents | emileriksenkeev | 2026-07-13 | ↗ GitHub |
commit body ingestEntities.js reads a manifest of local files and ingests them into
is_entity projects (find-or-create project + category folders), reusing the
upload pipeline (R2 + DOCX->PDF rendition + folder assignment). Idempotent by
(project, filename). Embedding/OCR left to the backfill scripts.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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db0f5b2d | Entities frontend: nav, roster page, entity surface | emileriksenkeev | 2026-07-13 | ↗ GitHub |
commit body - AppSidebar: 'Entities' nav item.
- /entities: roster of our companies (cards: name, legal name, doc/folder
counts, jurisdiction).
- /entities/[id]: renders the standard project surface (basePath /entities).
- Breadcrumb + back-nav are entity-aware ('Entities > <name>').
- mikeApi.getEntities(); MikeProject gains is_entity + entity_profile.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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71a8aee4 | Entity Overview page + auto-extraction | emileriksenkeev | 2026-07-13 | ↗ GitHub |
commit body Entities now open to an Overview tab (default) instead of the document list:
- EntityOverview.tsx renders a structured company record - identity, SEC/BIR
registration, tax, capital, directors/officers, contact, and a color-coded
registrations & permits table - with inline edit + save.
- entity_profile jsonb is the store; PATCH /projects/:id/entity-profile saves it.
- extractEntityProfiles.ts reads each entity's own filings (SEC cert, 2303/1903,
Articles, By-laws, GIS, permits) and populates the profile via the LLM.
- ProjectPage: Overview tab (entities only, default landing); tab/URL + breadcrumb
wiring generalized. Documents/Assistant/Reviews/Wiki unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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42080640 | Fix entity tab navigation: basePath must include the entity id | emileriksenkeev | 2026-07-13 | ↗ GitHub |
Entity tabs pushed /entities?tab=x (the list) instead of /entities/:id?tab=x,
so Documents/Assistant/Tabular/Wiki appeared dead. Pass basePath=/entities/:id.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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2f24de37 | Entity wiki index + surface it on the Overview | emileriksenkeev | 2026-07-13 | ↗ GitHub |
commit body - buildEntityWikis.ts: build the autonomous wiki over each entity's documents.
- EntityOverview: a Summary section renders the entity's wiki (overview page) on
the front dashboard, with a link into the full Wiki tab.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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c9175fa0 | Entity profile extraction: also read the wiki as a source | emileriksenkeev | 2026-07-13 | ↗ GitHub |
Entities whose filings are scanned (OCR pending) still have a distilled wiki;
fold wiki pages into the extraction corpus so profiles populate without waiting
on OCR.
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3dd92764 | Entity extraction: jurisdiction-aware (Singapore + Philippines) | emileriksenkeev | 2026-07-14 | ↗ GitHub |
RX Ventures (SG holding) never populated because the extractor was PH-only.
Handle SG entities (UEN in place of SEC no., ACRA, no TIN/BIR), read all docs
+ wiki summaries.
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c60b1004 | Entity extraction: monotonic deep-merge (re-runs never blank out fields) | emileriksenkeev | 2026-07-14 | ↗ GitHub |
62ce9143 | fix(entities): rank filings by importance in profile extraction | emileriksenkeev | 2026-07-14 | ↗ GitHub |
commit body Entities with hundreds of docs (RX Labs: 525) had their SEC Certificate of
Incorporation crowded out of the 14-doc extraction window by the many
secretary's certificates / compliance certs that also match 'certificate'.
Rank candidate docs into priority tiers (SEC cert / BIR 2303 / Articles / GIS
first) and take the top 18, so the registration-bearing filings always make
the context window.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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de18ad0e | entities: real corp names, correct breadcrumb leaf, corporate-index tabular template | emileriksenkeev | 2026-07-14 | ↗ GitHub |
commit body - Rename entity projects to their legal corporate names (DB) and drop the now-
duplicate legal_name subtitle on the roster cards - show entity_type instead.
- Breadcrumb: introduce a homeTab (Overview for entities, Documents for
projects) so landing on an entity reads 'Entities > Acme Inc.' and only shows
'> Documents' once you open Documents (previously the overview tab wrongly
rendered '> Documents').
- Add a 'Corporate Document Index' built-in tabular review (type, date, ref/reg
no, issuing authority, signatories, summary, validity, status) for indexing
entity corporate records; surfaces in the tabular workflow picker.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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883c899d | entities: Government Filings tab, compliance checklist, clickable registrations | emileriksenkeev | 2026-07-14 | ↗ GitHub |
commit body - New entityCompliance module (computed at request time from the entity's docs):
a PH compliance checklist (Formation/Tax/Local/Governance/Employer/Annual/
Industry) marked has-missing with a link to the satisfying document; isFiling()
classification for recurring government filings; and registration→document
linking. Form-number matching handles BIR letter suffixes (2550Q, 0619E, 1601C).
- GET /projects/:id (entities): tag each doc is_filing, attach compliance, and
enrich registrations with doc_id.
- New Government Filings tab (entities) with a grouped filings register; filings
are moved OUT of the Documents list into their own tab.
- EntityOverview: remove the outdated wiki Summary block (it lives under Wiki);
add the compliance checklist card with a completeness meter; make each
registration row open its source document.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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96f028be | entities: jurisdiction-aware compliance checklist (PH vs SG) | emileriksenkeev | 2026-07-14 | ↗ GitHub |
commit body RX Ventures (Singapore) was scored 1/16 against the PH BIR/LGU/SSS checklist,
which doesn't apply. Add an ACRA-based SG checklist and branch by the entity's
jurisdiction; unknown jurisdictions get no checklist (UI hides it). Registration
linking now matches across both PH and SG patterns.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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102af35f | fix(entities): entity profile save (missing JSON content-type) | emileriksenkeev | 2026-07-14 | ↗ GitHub |
commit body updateEntityProfile was the only mutating apiRequest call not setting
Content-Type: application/json, so express.json() skipped the body, the handler
saw entity_profile=undefined and rejected it, and EntityOverview.save() (no catch)
silently reverted - the save never worked.
- apiRequest now defaults Content-Type: application/json for string bodies
(FormData left alone), fixing this and preventing the whole class of bug.
- EntityOverview.save() now surfaces errors instead of silently reverting.
- PATCH /entity-profile tolerates an empty/unparsed body.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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