activegraph 1.0.0rc2__py3-none-any.whl

activegraph/packs/diligence/fixtures/companies.py

@@ -0,0 +1,511 @@
+"""Three companies' worth of recorded diligence fixtures.
+
+CONTRACT v0.9 #18: fixtures ship with the pack. Three companies. Each
+gets:
+  - a set of documents (returned by fetch_company_docs)
+  - per-URL summaries (returned by summarize_document)
+  - a question list (returned by question_generator)
+  - per-(company, question) research findings with claims
+  - a risk list
+  - a final memo body
+
+The three companies are fictional. They are designed to exercise the
+pack: company B has a contradiction (two researchers report opposing
+revenue trajectories from different sources), company A is clean, and
+company C has a high-severity risk.
+"""
+
+from __future__ import annotations
+
+
+THREE_COMPANIES = [
+    {
+        "name": "Northwind Robotics",
+        "ticker": "NWR",
+        "sector": "Industrial Automation",
+        "description": "Builds collaborative robots for SMB manufacturers.",
+    },
+    {
+        "name": "Stellar Logistics",
+        "ticker": "STLG",
+        "sector": "Supply Chain",
+        "description": "Last-mile delivery network across the US Northeast.",
+    },
+    {
+        "name": "Pinecone Bio",
+        "ticker": "PCB",
+        "sector": "Therapeutics",
+        "description": "Pre-clinical-stage biotech developing oncology assets.",
+    },
+]
+
+
+def company_goal(company: dict) -> str:
+    return f"Diligence: {company['name']}"
+
+
+# ---------------------------------------------------- documents per company
+
+DOCS_BY_COMPANY = {
+    "northwind robotics": [
+        {
+            "title": "Q3 Operating Update",
+            "url": "https://fixtures.activegraph.local/northwind/q3-update",
+            "summary": "Q3 revenue up 28% YoY; gross margin steady at 41%.",
+        },
+        {
+            "title": "Customer Concentration Disclosure",
+            "url": "https://fixtures.activegraph.local/northwind/customer-concentration",
+            "summary": "Top three customers represent 52% of annual revenue.",
+        },
+        {
+            "title": "Product Roadmap Brief",
+            "url": "https://fixtures.activegraph.local/northwind/roadmap",
+            "summary": "New cobot SKU launching Q1; targets food-and-beverage segment.",
+        },
+    ],
+    "stellar logistics": [
+        {
+            "title": "Annual Report Excerpts",
+            "url": "https://fixtures.activegraph.local/stellar/annual",
+            "summary": "Network expanded to 14 metros; revenue +18% YoY.",
+        },
+        {
+            "title": "Carrier Survey",
+            "url": "https://fixtures.activegraph.local/stellar/carrier-survey",
+            "summary": "Independent driver survey suggests revenue per route declined in Q3 — divergent from filing.",
+        },
+        {
+            "title": "Investor Day Transcript",
+            "url": "https://fixtures.activegraph.local/stellar/investor-day",
+            "summary": "Management reiterates 20% YoY growth target through next year.",
+        },
+    ],
+    "pinecone bio": [
+        {
+            "title": "Pre-clinical Program Update",
+            "url": "https://fixtures.activegraph.local/pinecone/preclinical",
+            "summary": "PCB-101 advances toward IND filing; PCB-202 deprioritized.",
+        },
+        {
+            "title": "FDA Pre-IND Correspondence",
+            "url": "https://fixtures.activegraph.local/pinecone/fda-meeting",
+            "summary": "FDA flagged manufacturing controls; resolution required before IND.",
+        },
+        {
+            "title": "Cash Runway Note",
+            "url": "https://fixtures.activegraph.local/pinecone/runway",
+            "summary": "Cash runway estimated through Q2 next year at current burn.",
+        },
+    ],
+}
+
+
+FILINGS_BY_COMPANY = {
+    name: [{"title": d["title"], "url": d["url"], "summary": d["summary"]} for d in docs]
+    for name, docs in DOCS_BY_COMPANY.items()
+}
+
+
+# ---------------------------------------------------- URL → summary + facts
+
+SUMMARIES_BY_URL = {
+    "https://fixtures.activegraph.local/northwind/q3-update": {
+        "summary": "Northwind Robotics reported Q3 revenue of $42M, up 28% YoY. Gross margin held at 41%. Operating loss narrowed to $3M.",
+        "facts": [
+            "Q3 revenue: $42M, +28% YoY",
+            "Gross margin: 41%",
+            "Operating loss: $3M",
+        ],
+    },
+    "https://fixtures.activegraph.local/northwind/customer-concentration": {
+        "summary": "Top three customers represent 52% of annual revenue; the largest single customer is 26%.",
+        "facts": [
+            "Top 3 customers: 52% of revenue",
+            "Largest customer: 26%",
+        ],
+    },
+    "https://fixtures.activegraph.local/northwind/roadmap": {
+        "summary": "New cobot SKU 'NW-7' launches Q1 next year, targeting food-and-beverage SMB operators.",
+        "facts": [
+            "NW-7 cobot launches Q1",
+            "Targets food-and-beverage SMB",
+        ],
+    },
+    "https://fixtures.activegraph.local/stellar/annual": {
+        "summary": "Stellar Logistics reports 18% YoY revenue growth, expanded to 14 metros, with positive unit economics in 9 of 14.",
+        "facts": [
+            "Revenue +18% YoY",
+            "14 metros covered",
+            "Positive unit economics in 9 of 14",
+        ],
+    },
+    "https://fixtures.activegraph.local/stellar/carrier-survey": {
+        "summary": "Independent survey of 200 drivers suggests revenue per route declined in Q3, contradicting filings.",
+        "facts": [
+            "Driver-reported revenue per route: -7% Q3",
+            "200 driver responses",
+            "Diverges from filed +18% growth claim",
+        ],
+    },
+    "https://fixtures.activegraph.local/stellar/investor-day": {
+        "summary": "Management reiterates 20% YoY growth target through next year and announces 4 new metro launches.",
+        "facts": [
+            "Management 20% growth target",
+            "4 new metro launches planned",
+        ],
+    },
+    "https://fixtures.activegraph.local/pinecone/preclinical": {
+        "summary": "PCB-101 advances toward IND filing in H2; PCB-202 program deprioritized to focus resources.",
+        "facts": [
+            "PCB-101 IND target H2",
+            "PCB-202 deprioritized",
+        ],
+    },
+    "https://fixtures.activegraph.local/pinecone/fda-meeting": {
+        "summary": "FDA pre-IND correspondence flagged manufacturing controls as requiring resolution before IND.",
+        "facts": [
+            "FDA flagged manufacturing controls",
+            "Resolution required pre-IND",
+        ],
+    },
+    "https://fixtures.activegraph.local/pinecone/runway": {
+        "summary": "Cash runway estimated through Q2 next year at current burn; raise likely required.",
+        "facts": [
+            "Runway: through Q2 next year",
+            "Raise likely required",
+        ],
+    },
+}
+
+
+# ---------------------------------------------------- questions per company
+
+QUESTIONS_BY_COMPANY = {
+    "northwind robotics": [
+        "What is the company's Q3 revenue trajectory?",
+        "How concentrated is the customer base?",
+        "What is the gross margin profile?",
+        "What new products are launching in the next twelve months?",
+        "What is the operating cash burn?",
+        "Who are the main competitors?",
+        "What is the addressable market for cobots in SMB manufacturing?",
+        "What regulatory exposures exist?",
+    ],
+    "stellar logistics": [
+        "What is the revenue growth rate?",
+        "How many metros does the network cover?",
+        "What is the unit economics picture per metro?",
+        "Is there any divergence between filed numbers and independent data?",
+        "What is the carrier (driver) retention rate?",
+        "What is management's growth guidance?",
+        "Who are the main competitors?",
+        "What is the regulatory exposure?",
+    ],
+    "pinecone bio": [
+        "What is the lead program's regulatory status?",
+        "What is the cash runway?",
+        "What did the FDA pre-IND meeting reveal?",
+        "What are the secondary programs?",
+        "What is the burn rate?",
+        "Who is on the leadership team?",
+        "What is the competitive landscape for the lead asset?",
+        "What is the manufacturing strategy?",
+    ],
+}
+
+
+# ---------------------------------------------------- per-question findings
+#
+# Keyed by (company_name_lower, question_text). When a question doesn't
+# appear here, the recorded provider returns a generic low-confidence
+# placeholder.
+
+RESEARCH_FINDINGS_BY_QUESTION = {
+    ("northwind robotics", "What is the company's Q3 revenue trajectory?"): {
+        "document_url": "https://fixtures.activegraph.local/northwind/q3-update",
+        "summary": "Q3 revenue +28% YoY at $42M.",
+        "claims": [
+            {
+                "text": "Northwind Q3 revenue grew 28% YoY to $42M.",
+                "confidence": 0.92,
+                "source_document_url": "https://fixtures.activegraph.local/northwind/q3-update",
+                "evidence_quote": "Q3 revenue: $42M, +28% YoY",
+            },
+        ],
+    },
+    ("northwind robotics", "How concentrated is the customer base?"): {
+        "document_url": "https://fixtures.activegraph.local/northwind/customer-concentration",
+        "summary": "Top three customers = 52% of revenue; largest single = 26%.",
+        "claims": [
+            {
+                "text": "Northwind's top three customers represent 52% of annual revenue.",
+                "confidence": 0.95,
+                "source_document_url": "https://fixtures.activegraph.local/northwind/customer-concentration",
+                "evidence_quote": "Top 3 customers: 52% of revenue",
+            },
+            {
+                "text": "Northwind's single largest customer represents 26% of revenue.",
+                "confidence": 0.95,
+                "source_document_url": "https://fixtures.activegraph.local/northwind/customer-concentration",
+                "evidence_quote": "Largest customer: 26%",
+            },
+        ],
+    },
+    ("northwind robotics", "What is the gross margin profile?"): {
+        "document_url": "https://fixtures.activegraph.local/northwind/q3-update",
+        "summary": "Gross margin held at 41% in Q3.",
+        "claims": [
+            {
+                "text": "Northwind's Q3 gross margin was 41%, flat sequentially.",
+                "confidence": 0.9,
+                "source_document_url": "https://fixtures.activegraph.local/northwind/q3-update",
+                "evidence_quote": "Gross margin: 41%",
+            },
+        ],
+    },
+    ("northwind robotics", "What new products are launching in the next twelve months?"): {
+        "document_url": "https://fixtures.activegraph.local/northwind/roadmap",
+        "summary": "New cobot SKU NW-7 launches Q1, targets F&B SMB.",
+        "claims": [
+            {
+                "text": "Northwind plans to launch the NW-7 cobot in Q1, targeting food-and-beverage SMB.",
+                "confidence": 0.85,
+                "source_document_url": "https://fixtures.activegraph.local/northwind/roadmap",
+                "evidence_quote": "NW-7 cobot launches Q1",
+            },
+        ],
+    },
+    ("stellar logistics", "What is the revenue growth rate?"): {
+        "document_url": "https://fixtures.activegraph.local/stellar/annual",
+        "summary": "Stellar reports 18% YoY revenue growth in annual filings.",
+        "claims": [
+            {
+                "text": "Stellar Logistics revenue grew 18% YoY per the annual filing.",
+                "confidence": 0.9,
+                "source_document_url": "https://fixtures.activegraph.local/stellar/annual",
+                "evidence_quote": "Revenue +18% YoY",
+            },
+        ],
+    },
+    ("stellar logistics", "Is there any divergence between filed numbers and independent data?"): {
+        "document_url": "https://fixtures.activegraph.local/stellar/carrier-survey",
+        "summary": "Carrier survey suggests revenue per route declined Q3, diverging from filings.",
+        "claims": [
+            {
+                "text": "Independent carrier survey suggests Stellar revenue per route declined 7% in Q3.",
+                "confidence": 0.78,
+                "source_document_url": "https://fixtures.activegraph.local/stellar/carrier-survey",
+                "evidence_quote": "Driver-reported revenue per route: -7% Q3",
+                # This contradicts the +18% claim above.
+                "contradicts_claim_text": "Stellar Logistics revenue grew 18% YoY per the annual filing.",
+            },
+        ],
+    },
+    ("stellar logistics", "How many metros does the network cover?"): {
+        "document_url": "https://fixtures.activegraph.local/stellar/annual",
+        "summary": "Network covers 14 metros as of latest annual.",
+        "claims": [
+            {
+                "text": "Stellar's network covers 14 metros, with positive unit economics in 9 of them.",
+                "confidence": 0.88,
+                "source_document_url": "https://fixtures.activegraph.local/stellar/annual",
+                "evidence_quote": "14 metros covered",
+            },
+        ],
+    },
+    ("stellar logistics", "What is management's growth guidance?"): {
+        "document_url": "https://fixtures.activegraph.local/stellar/investor-day",
+        "summary": "Investor Day: 20% growth target through next year.",
+        "claims": [
+            {
+                "text": "Management guides for 20% YoY revenue growth through next year.",
+                "confidence": 0.8,
+                "source_document_url": "https://fixtures.activegraph.local/stellar/investor-day",
+                "evidence_quote": "Management 20% growth target",
+            },
+        ],
+    },
+    ("pinecone bio", "What is the lead program's regulatory status?"): {
+        "document_url": "https://fixtures.activegraph.local/pinecone/preclinical",
+        "summary": "PCB-101 targets IND filing in H2.",
+        "claims": [
+            {
+                "text": "PCB-101 is targeted for IND filing in H2 of next year.",
+                "confidence": 0.82,
+                "source_document_url": "https://fixtures.activegraph.local/pinecone/preclinical",
+                "evidence_quote": "PCB-101 IND target H2",
+            },
+        ],
+    },
+    ("pinecone bio", "What did the FDA pre-IND meeting reveal?"): {
+        "document_url": "https://fixtures.activegraph.local/pinecone/fda-meeting",
+        "summary": "FDA flagged manufacturing controls requiring resolution pre-IND.",
+        "claims": [
+            {
+                "text": "FDA pre-IND correspondence flagged Pinecone's manufacturing controls as requiring resolution before IND filing.",
+                "confidence": 0.9,
+                "source_document_url": "https://fixtures.activegraph.local/pinecone/fda-meeting",
+                "evidence_quote": "FDA flagged manufacturing controls",
+            },
+        ],
+    },
+    ("pinecone bio", "What is the cash runway?"): {
+        "document_url": "https://fixtures.activegraph.local/pinecone/runway",
+        "summary": "Runway through Q2 at current burn; raise likely needed.",
+        "claims": [
+            {
+                "text": "Pinecone Bio's cash runway extends through Q2 of next year at current burn; a financing round is likely required to reach IND filing.",
+                "confidence": 0.85,
+                "source_document_url": "https://fixtures.activegraph.local/pinecone/runway",
+                "evidence_quote": "Runway: through Q2 next year",
+            },
+        ],
+    },
+}
+
+
+# ---------------------------------------------------- risks per company
+
+RISKS_BY_COMPANY = {
+    "northwind robotics": [
+        {
+            "title": "customer concentration",
+            "description": (
+                "Top three customers represent over half of annual revenue; loss of "
+                "the largest customer (26%) would materially impair financials."
+            ),
+            "severity": "high",
+            "related_claim_texts": [
+                "Northwind's top three customers represent 52% of annual revenue.",
+                "Northwind's single largest customer represents 26% of revenue.",
+            ],
+        },
+    ],
+    "stellar logistics": [
+        {
+            "title": "filing vs. independent-data divergence",
+            "description": (
+                "Filed +18% revenue growth conflicts with a carrier survey suggesting "
+                "revenue per route declined 7% in Q3. The reconciliation is unresolved "
+                "and is itself a material diligence risk."
+            ),
+            "severity": "high",
+            "related_claim_texts": [
+                "Stellar Logistics revenue grew 18% YoY per the annual filing.",
+                "Independent carrier survey suggests Stellar revenue per route declined 7% in Q3.",
+            ],
+        },
+    ],
+    "pinecone bio": [
+        {
+            "title": "FDA manufacturing controls gating IND",
+            "description": (
+                "FDA has flagged manufacturing controls as requiring resolution before "
+                "the lead program (PCB-101) can file IND. Combined with the limited cash "
+                "runway, this materially raises execution risk."
+            ),
+            "severity": "high",
+            "related_claim_texts": [
+                "FDA pre-IND correspondence flagged Pinecone's manufacturing controls as requiring resolution before IND filing.",
+                "Pinecone Bio's cash runway extends through Q2 of next year at current burn; a financing round is likely required to reach IND filing.",
+            ],
+        },
+    ],
+}
+
+
+# ---------------------------------------------------- memo bodies
+#
+# These are the final canned memos returned by the recorded provider
+# when memo_synthesizer fires. The handler resolves text references
+# back to live object ids via the graph; the structure here matches
+# what the test asserts. The handler also fills evidence_ids /
+# claim_ids from the live graph after-the-fact (NOT in v0.9 — for
+# simplicity we just have the LLM "produce" plausible structure that
+# the post-write integration test verifies against the live graph
+# via separate predicates).
+
+MEMO_BODIES_BY_COMPANY = {
+    "northwind robotics": {
+        "summary": (
+            "Northwind Robotics shows healthy +28% YoY top-line growth with stable "
+            "41% gross margin. The picture is bottlenecked by single-customer "
+            "concentration (26% from the largest account, 52% from the top three). "
+            "Product roadmap (NW-7 cobot in food-and-beverage) is incremental and "
+            "credible. Recommendation: pass unless concentration risk can be diligenced "
+            "to the satisfaction of the IC."
+        ),
+        "thesis_questions_addressed": [
+            {"question": "Q3 revenue trajectory", "status": "answered", "claim_ids": ["@claim:Q3 revenue"]},
+            {"question": "Customer concentration", "status": "answered", "claim_ids": ["@claim:top three", "@claim:largest customer"]},
+            {"question": "Gross margin", "status": "answered", "claim_ids": ["@claim:Q3 gross margin"]},
+            {"question": "Roadmap", "status": "answered", "claim_ids": ["@claim:NW-7 launch"]},
+        ],
+        "key_claims": [
+            {"claim_id": "@claim:Q3 revenue", "text": "Northwind Q3 revenue grew 28% YoY to $42M.", "evidence_ids": ["@evidence:Q3 revenue quote"]},
+            {"claim_id": "@claim:top three", "text": "Top three customers represent 52% of revenue.", "evidence_ids": ["@evidence:top three quote"]},
+            {"claim_id": "@claim:largest customer", "text": "Single largest customer represents 26% of revenue.", "evidence_ids": ["@evidence:largest customer quote"]},
+            {"claim_id": "@claim:Q3 gross margin", "text": "Q3 gross margin was 41%.", "evidence_ids": ["@evidence:gross margin quote"]},
+        ],
+        "open_contradictions": [],
+        "contradictions_note": "no contradictions found",
+        "risks": [
+            {"risk_id": "@risk:concentration", "title": "customer concentration", "severity": "high",
+             "description": "Loss of the largest customer (26%) would materially impair financials."},
+        ],
+    },
+    "stellar logistics": {
+        "summary": (
+            "Stellar Logistics filings report +18% YoY revenue growth and 14-metro "
+            "coverage; an independent carrier survey suggests revenue per route declined "
+            "7% in Q3 — a material contradiction that requires reconciliation before "
+            "any investment decision."
+        ),
+        "thesis_questions_addressed": [
+            {"question": "Revenue growth rate", "status": "answered", "claim_ids": ["@claim:filing growth", "@claim:survey decline"]},
+            {"question": "Metro coverage", "status": "answered", "claim_ids": ["@claim:14 metros"]},
+            {"question": "Filing vs. independent data divergence", "status": "answered", "claim_ids": ["@claim:filing growth", "@claim:survey decline"]},
+            {"question": "Management guidance", "status": "answered", "claim_ids": ["@claim:management guidance"]},
+        ],
+        "key_claims": [
+            {"claim_id": "@claim:filing growth", "text": "Stellar Logistics revenue grew 18% YoY per the annual filing.", "evidence_ids": ["@evidence:filing quote"]},
+            {"claim_id": "@claim:survey decline", "text": "Independent carrier survey suggests Stellar revenue per route declined 7% in Q3.", "evidence_ids": ["@evidence:survey quote"]},
+            {"claim_id": "@claim:14 metros", "text": "Stellar's network covers 14 metros, with positive unit economics in 9 of them.", "evidence_ids": ["@evidence:metros quote"]},
+            {"claim_id": "@claim:management guidance", "text": "Management guides for 20% YoY revenue growth through next year.", "evidence_ids": ["@evidence:guidance quote"]},
+        ],
+        "open_contradictions": [
+            {"contradiction_id": "@contradiction:growth", "claim_a_text": "Stellar Logistics revenue grew 18% YoY per the annual filing.", "claim_b_text": "Independent carrier survey suggests Stellar revenue per route declined 7% in Q3."},
+        ],
+        "contradictions_note": "",
+        "risks": [
+            {"risk_id": "@risk:divergence", "title": "filing vs. independent-data divergence", "severity": "high",
+             "description": "Filed growth conflicts with carrier-survey data. Unresolved and itself a material risk."},
+        ],
+    },
+    "pinecone bio": {
+        "summary": (
+            "Pinecone Bio's lead asset PCB-101 is on a credible IND trajectory but "
+            "blocked by FDA-flagged manufacturing controls. Cash runway through Q2 "
+            "next year is materially tight; a financing round is likely required "
+            "before the IND filing. Recommendation: monitor; revisit after CMC "
+            "resolution and pre-IND financing event."
+        ),
+        "thesis_questions_addressed": [
+            {"question": "Lead program regulatory status", "status": "answered", "claim_ids": ["@claim:PCB-101 IND"]},
+            {"question": "FDA pre-IND meeting", "status": "answered", "claim_ids": ["@claim:FDA CMC flag"]},
+            {"question": "Cash runway", "status": "answered", "claim_ids": ["@claim:runway"]},
+        ],
+        "key_claims": [
+            {"claim_id": "@claim:PCB-101 IND", "text": "PCB-101 is targeted for IND filing in H2 of next year.", "evidence_ids": ["@evidence:PCB-101 quote"]},
+            {"claim_id": "@claim:FDA CMC flag", "text": "FDA pre-IND correspondence flagged Pinecone's manufacturing controls as requiring resolution before IND filing.", "evidence_ids": ["@evidence:FDA quote"]},
+            {"claim_id": "@claim:runway", "text": "Pinecone Bio's cash runway extends through Q2 of next year at current burn; a financing round is likely required to reach IND filing.", "evidence_ids": ["@evidence:runway quote"]},
+        ],
+        "open_contradictions": [],
+        "contradictions_note": "no contradictions found",
+        "risks": [
+            {"risk_id": "@risk:CMC", "title": "FDA manufacturing controls gating IND", "severity": "high",
+             "description": "FDA-flagged CMC issues combine with tight cash runway. Material execution risk."},
+        ],
+    },
+}

activegraph/packs/diligence/object_types.py

@@ -0,0 +1,163 @@
+"""Diligence pack object and relation types. CONTRACT v0.9 #15.
+
+Eight object types, six relation types. The schemas are intentionally
+small and concrete — packs that try to be everything tend to be
+nothing. Future fields land here when there's a real consumer.
+"""
+
+from __future__ import annotations
+
+from typing import Optional
+
+from pydantic import BaseModel, Field
+
+from activegraph.packs import ObjectType, RelationType
+
+
+# ---------------------------------------------------- Pydantic schemas
+
+
+class Company(BaseModel):
+    """The target of a diligence run."""
+
+    name: str
+    ticker: Optional[str] = None
+    sector: Optional[str] = None
+    description: str = ""
+
+
+class Document(BaseModel):
+    """A source document the researcher pulled in."""
+
+    title: str
+    url: str
+    company_id: str
+    summary: str = ""
+    published_at: Optional[str] = None  # ISO date string
+
+
+class Question(BaseModel):
+    """A research question generated from the thesis."""
+
+    text: str
+    company_id: str
+    company_name: str = ""
+    status: str = Field(default="open", pattern=r"^(open|answered|skipped)$")
+
+
+class Claim(BaseModel):
+    """A factual statement about the company, derived from a document."""
+
+    text: str
+    confidence: float = Field(ge=0.0, le=1.0)
+    company_id: str
+    source_document_id: Optional[str] = None
+    status: str = Field(default="open", pattern=r"^(open|reviewed|retracted)$")
+
+
+class Evidence(BaseModel):
+    """A verbatim quote (or excerpt) supporting a claim."""
+
+    text: str
+    document_id: str
+    claim_id: str
+    location: str = ""  # page number, section, anchor — free-text
+
+
+class Contradiction(BaseModel):
+    """A detected conflict between two claims.
+
+    Created by the contradiction_detector pattern subscription. The
+    pack does not auto-resolve in v0.9 (CONTRACT v0.9 #17); the memo
+    synthesizer surfaces these as open questions.
+    """
+
+    claim_a_id: str
+    claim_b_id: str
+    rationale: str = ""
+    status: str = Field(default="open", pattern=r"^(open|resolved)$")
+
+
+class Risk(BaseModel):
+    """A material risk identified during diligence."""
+
+    title: str
+    description: str
+    severity: str = Field(default="medium", pattern=r"^(low|medium|high)$")
+    company_id: str
+    related_claim_ids: list[str] = []
+
+
+class Memo(BaseModel):
+    """The final diligence memo for a company.
+
+    Structure is contracted (CONTRACT v0.9 #19): every memo has the
+    same five sections and the test asserts the shape. Content quality
+    is bounded by the fixtures / model; the structure is testable.
+    """
+
+    company_id: str
+    summary: str
+    thesis_questions_addressed: list[dict]  # [{question, status, claim_ids}]
+    key_claims: list[dict]                  # [{claim_id, text, evidence_ids}]
+    open_contradictions: list[dict]
+    contradictions_note: str = ""           # "no contradictions found" when empty
+    risks: list[dict]
+
+
+# ---------------------------------------------------- ObjectType list
+
+
+OBJECT_TYPES = [
+    ObjectType(name="company", schema=Company, description="A target company."),
+    ObjectType(name="document", schema=Document, description="A source document."),
+    ObjectType(name="question", schema=Question, description="A research question."),
+    ObjectType(name="claim", schema=Claim, description="A claim about the company."),
+    ObjectType(name="evidence", schema=Evidence, description="A quote supporting a claim."),
+    ObjectType(name="contradiction", schema=Contradiction, description="A detected conflict."),
+    ObjectType(name="risk", schema=Risk, description="An identified material risk."),
+    ObjectType(name="memo", schema=Memo, description="The final diligence memo."),
+]
+
+
+# ---------------------------------------------------- RelationType list
+
+
+RELATION_TYPES = [
+    RelationType(
+        name="addresses",
+        source_types=("claim",),
+        target_types=("question",),
+        description="A claim addresses a research question.",
+    ),
+    RelationType(
+        name="supports",
+        source_types=("evidence",),
+        target_types=("claim",),
+        description="Evidence supports a claim.",
+    ),
+    RelationType(
+        name="contradicts",
+        source_types=("claim",),
+        target_types=("claim",),
+        description="Two claims are in conflict.",
+    ),
+    RelationType(
+        name="references",
+        source_types=("claim", "memo"),
+        target_types=("document",),
+        description="A claim or memo references a source document.",
+    ),
+    RelationType(
+        name="derived_from",
+        source_types=("claim", "evidence"),
+        target_types=("document",),
+        description="A claim or evidence was derived from a source document.",
+    ),
+    RelationType(
+        name="mitigates",
+        source_types=("evidence", "claim"),
+        target_types=("risk",),
+        description="Evidence or a claim mitigates a risk.",
+    ),
+]