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Master Roadmap v3.1

Status: LOCKED (Enterprise Architecture Freeze)
Charter Source: CLARITY_ENTERPRISE_ENGINEERING_CHARTER.md

1. Phases

PhaseScope
Phase 8Wizard Completion
Phase 8SLedger Hardening (sub-phase of Phase 8) — process_runs, inputs_hash, exactly-once enforcement
Phase 9Deterministic Math Engine
Phase 10Audit Outputs
Phase 11Governance & Enterprise Enhancements
Phase numbering: Charter §XI remains unchanged. Phase 8S is a sub-phase within Phase 8.

2. Core Principles (Frozen)

  • Upload → Map → Discover → Configure — Ingestion wizard flow
  • Exactly-once processing — Future process_runs ledger enforces idempotency
  • Deterministic Python math — Decimal-only; no floats in computation
  • Stage snapshots — Immutable, run-scoped; no destructive updates
  • Dashboards read stage outputs only — No direct reads from ingestion tables (transaction_events_raw, stage1_bridge_rows)
  • Explain-this-dollar lineage — Traceability from input to commission
  • No label joins in payout logic — All joins on canonical business_id
  • No silent inference — Explicit config; no implicit defaults
  • Template/config driven SaaS — No tenant hardcoding; behavior from template registry

3. Partitioning Clarification

As-built: stage1_bridge_rows partitions by DATE(created_at). Future enhancement (not implemented): Partition by period_label for period-scoped query performance. Do not imply period_label partition currently exists.

4. Enterprise Extensions (Future)

  • Pending Inventory — Future
  • Manual Match Memory — Alias mapping
  • Variance Engine — Expected vs actual
  • Commission SaaS layer — Built on forensic engine foundation

5. Stop Conditions

  • No floats in computation
  • No mutable stage snapshots
  • No PHI in logs
  • No direct reporting from raw ingestion
  • No semantic drift in /process

6. Phase State Transitions

Phase / MilestoneStatusNotes
Phase 8S / PR3-DCOMPLETESee closure block below. Tag: pr3d-stage3-write-proof-2026-02
Phase 9ACTIVEDeterministic Math Engine

PR3-D Closure (Phase 8S)

✅ PR3-D — Stage3 Write & Idempotency Proof — CLOSED

Scope: PR3-D validated deterministic Stage3 writes, replay idempotency, and ledger invariants for /process in production. This closes the final blocker in Phase 8S (Ledger + Stage3 write path). Deployed SHA: 41c1f1e54cbe9b47a1a7466cbb56836ebd30850f (verified via /api/v1/healthz) Proof batch: tenant creative_benefit_strategies_sandbox, batch 52fc3703-7273-4ddd-ad0d-9b906545e53b, period 2026-02-01, discovery_count 2 Run: run_id be1e5e13-8635-483b-8f8b-b696d7f2cb84, status SUCCEEDED, stage3_row_count 2 Ledger invariants: bridge_valid_count_for_run 5, stage1_row_count 5, stage3_row_count 2; verifier [PASS] All PR3-D ledger fields populated, status=SUCCEEDED, invariants satisfied Replay: Same run_id, same stage3_row_count, same stage3_snapshot_ref; ledger re-verification PASS. Exactly-once semantics confirmed. Fixes: Stage3 partition window validation, deterministic run-scoped Stage1, VIEW write guard, Decimal-safe processing, proof harness ledger SSOT, discovery SSOT alignment. No schema drift, no idempotency regression, no Decimal→float regression. Phase 8S — COMPLETE. Phase 9 — ACTIVE.