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Venture Traceability Matrix

date: 2026-02-21 status: ACTIVE

Maps each Venture spec to its domain, key requirements, implementation phase, cross-track dependencies, and open questions.


Overview

This matrix provides a consolidated view of:

  1. What each spec covers (domain, key concepts)
  2. Where it fits in the implementation roadmap (phase, dependencies)
  3. How it integrates with CIV (integration points, cross-track links)
  4. What's open (open questions, validation gaps)

Update this matrix whenever:

  • A spec is created or updated
  • A spec moves to a new implementation phase
  • A CIV integration point is discovered
  • An open question is resolved

Master Traceability Table

Spec FileDomainKey RequirementsDependenciesImpl. PhaseCross-Track LinksOpen Questions
TECHNICAL_SPEC.mdArchitecture & RuntimeControl plane components (orchestrator, agent runtime, tool engine, money API, schema registry, compliance evaluator); workload identity; tool allowlists; external-content isolation(none)Foundation (Pre-Phase-1)How to handle dynamic tool discovery? Versioning strategy for control plane APIs?
ARTIFACT_COMPILER_SPEC.mdArtifact CompilationIR schema family (SlideSpec, DocSpec, TimelineSpec, AudioSpec, BoardSpec); build pipeline (spec→render→validate→export); provenance metadataTECHNICAL_SPECPhase 2 (DocSpec, SlideSpec) → Phase 3 (TimelineSpec) → Phase 4 (Audio, Board)Integration Point 1: CIV simulation outputs → artifacts (time-series, policy docs, org charts)How many artifact variants per type? Font/style versioning strategy? Caching for incremental builds?
TRACK_A_ARTIFACT_DETERMINISM_SPEC.mdArtifact DeterminismDeterministic build/replay contracts; schema freezing; provenance tracking; hash-based versioningTECHNICAL_SPEC, ARTIFACT_COMPILER_SPECPhase 1 (validation framework) → Phase 2 (implementation in artifact compiler)Integration Point 5: Minimal constraint set theorem (CIV-0104) provides foundation for determinismHow to version IR schemas without breaking determinism? Audit trail for schema freeze decisions?
TRACK_B_TREASURY_COMPLIANCE_SPEC.mdTreasury & LedgerDouble-entry accounting; spend policies (budgets, per-category, velocity); event ledger (idempotent, reconciliation); compliance validationTECHNICAL_SPECPhase 1 (schema definition) → Phase 2 (ledger implementation)Integration Point 1: CIV-0100 joule model (double-entry, conservation invariant, market clearing)Joule-to-USD conversion rates and update frequency? Merchant/category taxonomy finalized? Velocity control algorithms (e.g., exponential backoff)?
TRACK_C_CONTROL_PLANE.mdControl Plane OrchestrationFSM (workflow→task→agent action); event bus + schema validation; tool allowlists; isolation boundaries (workspaces); rollout stages; incident doctrineTECHNICAL_SPEC, TRACK_A, TRACK_BPhase 0 (design & scaffolding) → Phase 1 (FSM + event bus) → Phase 2 (policy enforcement)Integration Point 2: CIV-0001/0100 simulation state & tick-based transitions mirror Venture's workflow DAGFSM state explosion potential? How to test policy rollout stages in sandbox? Incident playbook automation?
API_EVENTS_SPEC.mdEvent ContractsEvent schema contracts (event_id, event_type, trace_id, workflow_id, payload); FSM transitions; strict validation; event envelopeTECHNICAL_SPEC, TRACK_CPhase 1 (schema definition) → Phase 2 (validation implementation)Integration Point 2: Event shapes align with CIV's economy.transfer.v1, policy.applied.v1 eventsEvent ordering guarantees under concurrent workflows? Dead letter queue strategy? Event retention policy (audit archive)?
DATA_MODEL_DB_SPEC.mdData & SchemaArtifact IR tables; ledger tables; workflow tables; audit log schema; task envelope; event envelopeTECHNICAL_SPEC, TRACK_A, TRACK_B, API_EVENTS_SPECPhase 1 (schema freeze) → Phase 2 (implementation)Integration Point 1: Ledger schema aligned with CIV-0100 transfers Integration Point 5: Audit log mirrors CIV determinism modelPartition strategy for multi-year audit logs? Encryption for sensitive data (API keys, customer PII)? Backup/recovery SLO?
OPS_COMPLIANCE_SPEC.mdOperations & ComplianceCompliance machine (policy packs); audit toolchain (tamper-evidence, checksums); observability (metrics, alerts); incident escalation; freeze/kill-switchTECHNICAL_SPEC, TRACK_B, TRACK_CPhase 2 (compliance machine) → Phase 3 (observability) → Phase 4 (incident automation)Integration Point 3: CIV-0103 institutional change tracking informs Venture audit trail structure Integration Point 2: Venture's policy evaluator mirrors CIV's policy.applied.v1 eventsPolicy pack versioning and rollback? Alert fatigue mitigation? Compliance evidence retention schedule?
USER_SPEC.mdUser ManagementUser roles (Founder, Operations, Finance, Compliance); capabilities matrix; onboarding workflows; multi-tenant isolationTECHNICAL_SPECPhase 1 (role definition) → Phase 2 (isolation implementation)Integration Point 3: CIV-0103 citizen lifecycle metadata informs user journey designRole evolution as product scales? Service account lifecycle? User activation/deactivation event chain?
ROLE_TOOL_ALLOWLIST_MATRIX.mdRole-Based Access ControlPer-role tool allowlists (orchestrator, researcher, solver, auditor roles); capability model; update mechanismTECHNICAL_SPEC, USER_SPEC, TRACK_CPhase 1 (matrix definition) → Phase 2 (enforcement in control plane)How to handle tool allowlist updates without disrupting active workflows? Temporary capability escalation (break-glass)?
SCHEMA_PACK.mdConsolidated SchemasComplete schema family (Task Envelope, Event Envelope, Artifact IR variants, Ledger Entry, Policy Bundle); versioning strategyTRACK_A, TRACK_B, TRACK_C, API_EVENTS_SPEC, DATA_MODEL_DB_SPECPhase 0 (consolidation) → Phase 1 (frozen v1.0)JSON Schema vs. Protobuf vs. custom serialization? Schema registry API shape? Backward-compatibility guarantees?
PRODUCT_MODEL.mdProduct Vision & RoadmapVision (no-HITL autonomous platform); primary users; jobs to be done; product surfaces; success metricsTECHNICAL_SPEC, USER_SPECFoundation → Phase 1-4 (phased rollout)Monetization strategy (per-artifact, per-hour, per-agent)? Enterprise multi-tenant pricing? Usage telemetry consent model?
IMPLEMENTATION_ROADMAP.mdPhased Rollout PlanPhase breakdown (0-4); dependencies and sequencing; milestones and success criteriaAll other specs(see phases below)Resource estimates for each phase? Go/no-go criteria between phases? Regression testing strategy across phases?

Dependency Graph (DAG)

TECHNICAL_SPEC (foundation)
  ├─→ ARTIFACT_COMPILER_SPEC
  │     └─→ TRACK_A_ARTIFACT_DETERMINISM_SPEC

  ├─→ TRACK_B_TREASURY_COMPLIANCE_SPEC

  ├─→ TRACK_C_CONTROL_PLANE
  │     ├─→ (depends on TRACK_A, TRACK_B)
  │     └─→ API_EVENTS_SPEC

  ├─→ DATA_MODEL_DB_SPEC
  │     └─→ (depends on TRACK_A, TRACK_B, API_EVENTS_SPEC)

  ├─→ OPS_COMPLIANCE_SPEC
  │     └─→ (depends on TRACK_B, TRACK_C)

  ├─→ USER_SPEC

  ├─→ ROLE_TOOL_ALLOWLIST_MATRIX
  │     └─→ (depends on USER_SPEC, TRACK_C)

  └─→ PRODUCT_MODEL (vision layer, agnostic to internals)

SCHEMA_PACK (consolidation of all schemas)

IMPLEMENTATION_ROADMAP (sequencing all phases)

CIV-Venture Integration Points

Integration Point 1: Economy Ledger (CIV-0100 ↔ TRACK_B)

AspectCIV SpecVenture SpecAlignment StatusNotes
Double-entry accountingCIV-0100 Section 3TRACK_B_TREASURY_COMPLIANCE_SPEC✅ ALIGNED (ADR-002)Venture adopts CIV ledger model; conservation invariant applies
Market clearingCIV-0100 Section 4TRACK_B (policy engine)✅ DESIGNEDVenture's policy enforcement mirrors CIV's market clearing
Event schemaCIV-0100 economy.transfer.v1API_EVENTS_SPEC money.ledger_entry.v1✅ ALIGNEDDebit/credit structure compatible
ReconciliationCIV-0100 conservation equationDATA_MODEL_DB_SPEC audit checks✅ PLANNED (Phase 2)Nightly audit: sum(budgets) ≤ reserve

Open Questions:

  • When CIV emits transfer events, how does Venture ingest them? Event bridge design needed.
  • Joule supply: fixed or dynamic per simulation run?
  • Multi-run reconciliation: how to handle CIV state resets?

Integration Point 2: Simulation State & Workflow (CIV-0001, CIV-0100 ↔ TRACK_C)

AspectCIV SpecVenture SpecAlignment StatusNotes
Tick-based stateCIV-0001 tick loopTRACK_C workflow DAG✅ PARALLELBoth event-driven; ticks ≈ workflow steps
FSM transitionsCIV-0001 state machineTRACK_C control plane FSM✅ ALIGNEDSame pattern: state → event → new state
Policy evaluationCIV-0100 Section 5TRACK_C policy engine✅ DESIGNEDBoth evaluate policies before state transitions
Event trailsCIV-0001 audit logAPI_EVENTS_SPEC + OPS audit✅ ALIGNEDBoth emit immutable event chains

Open Questions:

  • How to synchronize Venture workflow with CIV tick? Is Venture async to CIV or blocking?
  • Policy version pinning: how to tie Venture event to CIV policy state?
  • Determinism: can both systems replay identical state from same event log?

Integration Point 3: Actor Lifecycle & Compliance (CIV-0103 ↔ USER_SPEC, OPS)

AspectCIV SpecVenture SpecAlignment StatusNotes
Lifecycle metadataCIV-0103 citizen birth/career/retirementUSER_SPEC user onboarding/lifecycle✅ REFERENCECIV patterns inform user journey design
Institutional changeCIV-0103 Section 4OPS_COMPLIANCE_SPEC audit trails✅ DESIGNEDInstitutional change = audit evidence
Time-series metricsCIV-0103 citizen metricsOPS_COMPLIANCE_SPEC observability✅ PLANNED (Phase 3)User activity signals can feed analytics
Role evolutionCIV-0103 (implicit in agent states)USER_SPEC (role lifecycle TBD)⚠️ PARTIALUser role changes need formalization

Open Questions:

  • How to model user "retirement" or offboarding in compliance audit?
  • Should Venture users have time-series activity metrics (like CIV citizens)?
  • Policy audit evidence: how detailed? Linked to individual user actions?

Integration Point 4: Resource Quotas & Energy (CIV-0102, CIV-0100 ↔ TRACK_B, TRACK_C)

AspectCIV SpecVenture SpecAlignment StatusNotes
Conservation equationCIV-0100 energy supplyTRACK_B budget conservation✅ ALIGNED (ADR-002)Joules as conservation-preserving unit
Supply-stress metricsCIV-0102 peak-shavingTRACK_B velocity controls✅ DESIGNEDSimilar demand-response mechanics
Quota enforcementCIV-0102 rationingTRACK_C policy engine✅ ALIGNEDBoth enforce quotas via policy
Rate limiting(implicit in CIV)TRACK_C tool invocation limits✅ DESIGNEDAPI rate limits modeled as energy quotas

Open Questions:

  • CIV energy model complexity (primary/secondary, supply curves): which parts map to Venture budgets?
  • Venture "energy demand" (API calls, artifact bytes): is this a first-class metric or derived?
  • Dynamic quota adjustment: how often, by whom, via what mechanism?

Integration Point 5: Determinism & Constraints (CIV-0104 ↔ TRACK_A)

AspectCIV SpecVenture SpecAlignment StatusNotes
Minimal constraint set theoremCIV-0104 (entire spec)TRACK_A_ARTIFACT_DETERMINISM_SPEC✅ FOUNDATIONCIV-0104 provides mathematical basis for artifact determinism
Replay capabilityCIV-0104 determinism proofTRACK_A build/replay contracts✅ ALIGNEDBoth fully replay-safe (byte-for-byte)
IdempotencyCIV-0104 (implicit)API_EVENTS_SPEC idempotent events✅ DESIGNEDIdempotent artifact builds mirror CIV idempotent ticks
Audit completenessCIV-0104 (proof artifact)OPS audit trail + DATA audit log✅ PLANNED (Phase 2+)Venture audit can be replayed like CIV simulation

Open Questions:

  • How to prove Venture artifact determinism formally (like CIV-0104)?
  • Floating-point variance in renders (fonts, colors): acceptable or not?
  • What audit artifacts are sufficient for compliance? Full byte-for-byte diffs?

Implementation Phases (Per IMPLEMENTATION_ROADMAP.md)

PhaseDurationKey DeliverablesSpecs DrivingMilestones
Phase 0: Design & ScaffoldingWeek 1-2Governance structure, ADRs, schema consolidationTECHNICAL_SPEC, SCHEMA_PACKCLAUDE.md, Taskfile, QA config ready
Phase 1: Foundation (Control Plane & Ledger)Week 3-4FSM + event bus scaffold, ledger schema, compliance machine frameTRACK_C, TRACK_B, API_EVENTS_SPEC, DATA_MODEL_DB_SPECCIV integration points documented, deployment-ready control plane
Phase 2: Artifact Compiler & TreasuryWeek 5-8DocSpec & SlideSpec renderers, ledger implementation, policy enforcementARTIFACT_COMPILER_SPEC, TRACK_A, TRACK_BHeadless artifact generation working, spend policies enforced
Phase 3: Expansion & ObservabilityWeek 9-12TimelineSpec & AudioSpec, audit/observability instrumentation(above) + OPS_COMPLIANCE_SPECFull artifact family, audit trail working, dashboards live
Phase 4: Optimization & SecurityWeek 13-16Performance tuning, security hardening, SaaS export bridge(all specs)Production-ready, SaaS export optional, incident automation tested

Validation Status Summary

CategoryCountStatusNotes
Specs Finalized12✅ ALL CLOSEDAll specs frozen as of 2026-02-21
CIV Integration Points5✅ 5/5 MAPPEDAll mapped to CIV specs; ADRs created for 2 major points
ADRs2+✅ ADR-001, ADR-002 ACCEPTEDADR-003+ TBD per roadmap
Governance Docs3✅ COMPLETEGOVERNANCE_SUMMARY.md, QUALITY_GATES.md, this file
Open Questions~25⚠️ DOCUMENTEDSee per-spec rows and integration point sections
Dependency DAGClean✅ NO CYCLESAll dependencies resolved; ready for Phase 1

Open Questions by Priority

High Priority (Block Phase 1 Start)

  1. Event bridge design (Integration Point 1): How do Venture workflows consume CIV economy.transfer events?
  2. FSM determinism proof (Integration Point 5): Formal proof that Venture FSM is deterministic like CIV simulation?
  3. Joule-to-USD conversion (Integration Point 1): Fixed rate vs. market-clearing? Updated daily or per-run?
  4. Schema registry API (SCHEMA_PACK): What's the control plane API for schema versioning/lookup?

Medium Priority (Phase 1-2)

  1. Tool discovery dynamics (TECHNICAL_SPEC): Can agents use "new" tools, or is allowlist truly static?
  2. Font/style versioning (ARTIFACT_COMPILER_SPEC): How to handle typography updates without breaking determinism?
  3. Incident playbook automation (OPS_COMPLIANCE_SPEC): Which incident types auto-execute vs. requiring human approval?
  4. User role evolution (USER_SPEC): What's the lifecycle for user role changes?

Lower Priority (Phase 3-4, or future ADRs)

  1. SaaS export strategy (future ADR): When/how to add optional Canva/Figma export?
  2. Multi-run reconciliation (DATA_MODEL_DB_SPEC): Handling CIV state resets across multiple simulation runs?

Next Steps

  1. Phase 0 Kickoff: Start with Taskfile, QA config, Makefile (this week)
  2. Resolve high-priority open questions: Create design docs or additional ADRs
  3. Finalize IMPLEMENTATION_ROADMAP.md: Resource estimates, go/no-go criteria
  4. Begin Phase 1: Control plane scaffold and ledger schema

References

  • All Venture specs: Root directory (TECHNICAL_SPEC.md through IMPLEMENTATION_ROADMAP.md)
  • All CIV specs: ../civ/docs/specs/ (CIV-0001 through CIV-0106)
  • Cross-track index: ../SPECS_INDEX.md (5 integration points)
  • Architecture decisions: docs/adr/ (ADR-001, ADR-002)
  • Governance: docs/governance/ (QUALITY_GATES.md, GOVERNANCE_SUMMARY.md)

Last Updated: 2026-02-21 Owned By: Venture Autonomy Platform Team Next Review: 2026-03-21