Skill 통합 아키텍처

회사 IR pack 받음
  ↓
dataroom/{IR_v1.pdf, 회사소개.pptx, 3FS_model.xlsx, ...}
  ↓ /ingest (변경 없음)
  ↓
dataroom/{IR_v1_pdf.md, 회사소개_pptx.md, 3FS_model_xlsx.md, ...}  ← markdown clone (모두)
  ↓
/ic 실행 (Research squad 가 markdown clone 만 읽음)
  ↓
ic/finance/3fs_base/v{N}.xlsx 산출 (회사 모델 위 AXE 가정 overlay)
  ↓ /ic --push-to-index (선택, 5th mode)
  ↓
index.ingest_financial_model_xlsx(deal_id, ic/finance/3fs_base/v{N}.xlsx blob)
  ↓ Anthropic Sonnet (label inference) + calamine (cell value)
  ↓
financial_model + financial_driver + financial_driver_value DB 적재

기존:                              진화 후 (D-index-11):
  /ic                                /ic
  ├─ INITIAL    (v1 full run)        ├─ INITIAL    (v1 full run)
  ├─ REVISION   (v{N}→v{N+1})        ├─ REVISION   (v{N}→v{N+1})
  ├─ APPEND     (§17 entry)          ├─ APPEND     (§17 entry)
  └─ FINALIZE   (ic/final/ lock)     ├─ FINALIZE   (ic/final/ lock)
                                     └─ --push-to-index  ← 신규, FINALIZE 평행 track

Step 0   : dataroom md clone + ctx sync (PR-O 4-mode dispatch 의 Mode 0)
Step 1-4 : 19-agent orchestration (proponent / premortem_critic / devils / qa / ...)
Step 5   : gate_memo.sh chain (citation_trace / xlsx_integrity / check_arithmetic / check_exit_matrix)
           ↓ PASS
           humanize Stage 4 (humanize-corrector sub-agent)
           ↓
           pdf_quality gate (check_pdf_quality.py)
           ↓
Step 5.5 : ← 신규. --push-to-index 플래그 detect 시 발동
           ├─ idempotency_key = UUIDv5(deal_id, f"{version}::{content_sha256}::{actor_email}")
           ├─ payload 수집 (financial_model xlsx blob + ic_decision + fund_investments[] +
           │   dd_findings[] + exit_matrix_leaves[] + risk_alerts[])
           ├─ POST /index/mcp propose_deal_closure (단일 atomic call, [D-index-13](/ops/decisions))
           ├─ 응답: { model_id, decision_id, ... } 또는 { error.code: "IDEMPOTENCY_CONFLICT", context: ... }
           └─ ic/index_push_state/v{N}.json local checkpoint
Step 6   : postmortem_stub.py 자동 호출 (ic skill 잔존 책임)
Step 7   : FINALIZE 가능 (별도 invocation, ic/final/ lock + render)

// ❌ 잘못된 패턴
POST /propose_financial_model    → 200 (commit)
POST /propose_ic_decision         → 200 (commit)
POST /propose_fund_investment[0]  → 200 (commit)
POST /propose_fund_investment[1]  → 500 ← FAIL — rollback 불가 (3 commit 됐음)
POST /propose_dd_finding[]        → never reached

// ✅ atomic 패턴
POST /propose_deal_closure {
  "deal_id": "iippo",
  "version": 8,
  "idempotency_key": "uuid-v5-...",
  "financial_model": { xlsx_blob, meta },
  "ic_decision": { memo_pdf_url, irr_7metric, voting },
  "fund_investments": [
    { fund: "axe_ia_001", round: "Pre-A RCPS 1호", committed: 99998912, ... },
    { fund: "axe_ia_002", round: "Pre-A RCPS 2호", committed: 100000000, ... }
  ],
  "dd_findings": [...],
  "exit_matrix_leaves": [...],
  "risk_alerts": [...]
}
  ↓ index 측 1 PostgreSQL transaction (SERIALIZABLE isolation)
  ↓ 모두 INSERT or ROLLBACK
  → 200 { model_id, decision_id, fund_investment_ids: [...], ... }
    또는 409 { error.code: "IDEMPOTENCY_CONFLICT", context.prior_actor, prior_ts }

# ic skill gate_memo.sh 가 매 호출 동일 input 으로 동일 key 생성
idempotency_key = uuid5(
    namespace=deal_id,
    name=f"{version}::{sha256(memo_v{N}.md + finance_xlsx_hashes)}::{actor_email}"
)

v7 작성 + --push-to-index → financial_model v7 row DB
  ↓
v7 → v8 REVISION (사용자 피드백 반영)
  ↓
v8 --push-to-index → financial_model v8 row DB (UNIQUE (deal_id, version) 새 row)
  ↓
audit_trail 에 v7 supersede 이벤트 + v8 propose 이벤트 모두 보존
  ↓
last-write-wins (v8 이 "current"), 단 v7 도 time-travel query 가능

1. SCHEDULED (launchd daily 09:00 KST, 매월 첫 영업일 fire)
   /pmc --quarterly --deal-code <CODE> --push-to-index
   ↓
   - 지난 분기 KPI 스냅샷 (board pack ingest 또는 index prior 조회)
   - board_pack draft (markdown + PDF render)
   - LP quarterly letter draft
   - index.portfolio_kpi + index.valuation propose

2. EVENT (red alert 자동 fire)
   pmc/scripts/risk_monitor.py (launchd 5분 polling)
   ↓ runway < 6M / 핵심 인력 이탈 / burn_spike > 30% 등 감지
   ↓
   /pmc --alert --deal-code <CODE> --kind <runway_under_6m|key_personnel|...>
   ↓ index.risk_alert propose (severity=red, raised_at=now)
   ↓ Teams bot notification (operator + deal partner)

3. MANUAL
   /pmc --postmortem-fill --deal-code <CODE> --timepoint <t_3m|t_6m|t_12m|t_24m|exit>
   /pmc --board-pack --deal-code <CODE> --quarter <YYYY-Q[1-4]>
   /pmc --lp-letter --fund <axe_ia_001> --quarter <YYYY-Q[1-4]>

ic skill (investment phase — 책임 유지):
  postmortem_stub.py (gate_memo.sh PASS 시 stub 생성, idempotent)
  postmortem_reminder.py (launchd daily 09:00 KST, target_date ±7일 미완 macOS notification)
  references/postmortem-cadence.md (spec SoT)

pmc skill (portfolio care phase — 신규):
  scripts/postmortem_fill_interactive.py (yaml interactive fill, 5 시점)
  scripts/render_postmortem.py (ic 에서 이관)
  --push-to-index → index.postmortem propose
  references/postmortem-cadence.md (ic 의 file 을 symlink — single SoT)

Phase 0 (즉시, M7 시작 시):
  portfolio-management SKILL.md 에 deprecation notice
  investor-relations SKILL.md 에 deprecation notice
  pmc SKILL.md skeleton 등록 (frontmatter + references/ placeholder)

Phase 1 (M7 Phase 1 launch + 첫 quarterly cycle 실행 후):
  portfolio-management KPI 표 → pmc/references/kpi-catalog.md copy + cross-link
  investor-relations LP 보고 구조 → pmc/references/ir-lifecycle.md copy

Phase 2 (3개월 후):
  portfolio-management / investor-relations SKILL.md disable
  Blueprint search/suggest 에서 pmc 로 redirect
  legacy 사용처 grep → pmc 로 갱신

Phase 3 (6개월 후):
  완전 archive (.deprecated/ 이동)
  pmc 가 context 에 fully absorbed

HTTP/1.1 401 Unauthorized
WWW-Authenticate: Bearer resource_metadata="https://axe.axelabs.ai/index/mcp",
                  error="invalid_token",
                  error_description="Token aud claim missing index app_id_uri"
Content-Type: application/json

{
  "error": {
    "code": "FINANCIAL_MODEL_CONFLICT",
    "message": "financial_model (deal=iippo, version=7) already proposed",
    "context": {
      "prior_actor": "[email protected]",
      "prior_ts": "2026-05-06T10:00:00Z",
      "idempotency_key": "uuid-v5-...",
      "existing_model_id": "uuid-mdl-..."
    }
  }
}

# ic skill 의 lib/index_client.py (또는 pmc 의 동형)
def propose_deal_closure(deal_id, version, payload):
    resp = mcp_call("propose_deal_closure", {...})
    match resp.error.code:
        case "IDEMPOTENCY_CONFLICT":
            # 기존 propose 표시 + retry 차단
            print(f"⚠ Already proposed by {resp.context.prior_actor}")
            print(f"  Open ctx review queue: ...")
            return existing_response_from_cache
        case "VALIDATION_WARNING":
            # ctx review 사용자 confirm 요청
            return prompt_user_confirm(resp.context.detail)
        case "SCHEMA_NOT_FOUND":
            print(f"⚠ index schema {resp.context.schema_id} not found")
            print(f"  Run: axe deploy index --register-schemas")
            return None
        case "SERVICE_UNAVAILABLE":
            # 로컬 drafts 보존 + retry 안내
            save_to_local_drafts(payload)
            return None
        case "CITATION_RESOLVE_FAILED":
            # cached value + warning chip
            return resp.context.cached_value_with_warning

// src/index/error_model.rs
pub enum IndexError {
    IdempotencyConflict { prior_actor: String, prior_ts: String, idempotency_key: Uuid },
    ValidationWarning { check: String, detail: String },
    SchemaNotFound { schema_id: String },
    CitationResolveFailed { citation_kind: String, reason: String },
    FinancialModelLocked { model_id: Uuid, locked_at: DateTime<Utc> },
    DslSyntaxError { formula: String, position: usize, suggestion: String },
    UnknownEnum { field: String, value: String, allowed: Vec<String> },
    DealNotFound { deal_id: String },
    FundEntityNotFound { fund_entity_id: String },
    ServiceUnavailable { reason: String },
    RateLimitExceeded { limit: u32, window: String },
    InsufficientScope { required: String, granted: Vec<String> },
}
 
impl From<IndexError> for McpErrorResponse {
    fn from(e: IndexError) -> Self {
        // deterministic (code, message, context) mapping
    }
}

// ic skill 호출
POST /ingest_financial_model_xlsx { deal_id: "iippo", xlsx_blob: "..." }
  ↓ index 측 validation
  ↓
{
  "error": {
    "code": "DSL_SYNTAX_ERROR",
    "message": "Formula parse failed at position 23",
    "context": {
      "formula": "revenue[y0] * (1 + 0.85)",  // wrong — should reference driver
      "position": 23,
      "suggestion": "revenue[y0] * (1 + revenue_growth_y1)",
      "doc": "https://docs.axelabs.ai/services/index/financial-model#dsl-formula"
    }
  }
}
  ↓
ic skill → ctx review queue 에 highlighted error + 정정 예시 표시 → 사용자 수정 후 confirm

SELECT
  fi.fund_entity_id,
  DATE_TRUNC('quarter', v.asof_date) AS quarter,
  SUM(v.nav_krw) AS total_nav,
  SUM(v.unrealized_krw) AS total_unrealized,
  SUM(v.realized_krw) AS total_realized,
  COUNT(DISTINCT v.deal_id) AS portfolio_size
FROM index.valuation v
JOIN index.fund_investment fi ON v.fund_investment_id = fi.id
WHERE fi.fund_entity_id = 'axe_ia_001'
  AND v.asof_date >= '2025-01-01'
GROUP BY fi.fund_entity_id, DATE_TRUNC('quarter', v.asof_date)
ORDER BY quarter DESC;

SELECT
  d.deal_code,
  tc.brand_name,
  COUNT(*) FILTER (WHERE ra.severity = 'red') AS red_count,
  COUNT(*) FILTER (WHERE ra.severity = 'yellow') AS yellow_count,
  STRING_AGG(DISTINCT ra.kind, ', ') AS active_alerts
FROM index.deal d
JOIN index.target_company tc ON d.target_company_id = tc.id
LEFT JOIN index.fund_investment fi ON d.id = fi.deal_id
LEFT JOIN index.risk_alert ra ON d.id = ra.deal_id AND ra.resolved_at IS NULL
WHERE fi.fund_entity_id = 'axe_ia_001'
GROUP BY d.id, tc.brand_name
ORDER BY red_count DESC, yellow_count DESC;

SELECT
  tc.sector,
  DATE_TRUNC('quarter', k.asof_date) AS quarter,
  AVG(k.value) FILTER (WHERE k.kind = 'burn_multiple') AS avg_burn_multiple,
  AVG(k.value) FILTER (WHERE k.kind = 'runway_months') AS avg_runway,
  AVG(k.value) FILTER (WHERE k.kind = 'churn_monthly') AS avg_churn,
  COUNT(DISTINCT k.deal_id) AS sample_size
FROM index.portfolio_kpi k
JOIN index.deal d ON k.deal_id = d.id
JOIN index.target_company tc ON d.target_company_id = tc.id
WHERE k.asof_date >= '2025-01-01'
GROUP BY tc.sector, DATE_TRUNC('quarter', k.asof_date)
ORDER BY tc.sector, quarter DESC;