> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nooterra.ai/llms.txt
> Use this file to discover all available pages before exploring further.

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# Architecture doctrine 2026 04 08

# Architecture Doctrine

Date: 2026-04-08
Owner: founding engineering
Status: active doctrine

This document is the architecture doctrine for Nooterra's AR-first backend. It exists to keep the company, the repo, and the public story aligned.

It is intentionally stricter than marketing copy.

## The Core Claim

Nooterra is building a governed decision system for business operations.

Today, that means:

* reconstruct point-in-time business state
* estimate the effect of available actions under uncertainty
* rank the best governed next move
* execute only through a fail-closed policy boundary
* learn from realized outcomes afterward

The current wedge is accounts receivable. The destination is a broader business-state decision system.

## What We Are

In the current architecture phase, Nooterra is:

* an offline, point-in-time-correct decision system
* an AR-first causal policy-learning stack
* a governed execution runtime with traceable action approval
* a closed-loop evaluation system with outcome tracking

The operative frame is:

1. event ledger
2. object graph
3. state estimator
4. causal / predictive scoring
5. planner
6. policy gateway
7. execution
8. outcome grading

The near-term technical genre is not generic reinforcement learning.
It is:

* offline model-based decision-making
* causal inference
* contextual bandits / counterfactual policy learning
* calibrated uncertainty
* off-policy evaluation

## What We Are Not

We are not, today:

* a full reinforcement learning system
* a pixel-style world-model lab project
* an unrestricted autonomous agent platform
* a system that can honestly claim exhaustive simulation of all business futures

We do not yet have:

* free interactive exploration
* dense online reward loops
* globally complete company-state coverage
* long-horizon transition models strong enough to justify “business AlphaZero” as an implementation claim

That language may be useful as an internal metaphor, but it is not the current system category.

## The Correct Technical Frame

For the current backend, the correct frame is:

### 1. Point-in-time state comes first

Every model artifact must be grounded in what was knowable at the decision timestamp.

That means:

* no future leakage from current object state into historical training rows
* explicit event-time and state-time boundaries
* tenant-safe decision epochs
* reproducible feature snapshots

If this fails, every downstream metric is optimistic and the rest of the stack becomes untrustworthy.

### 2. The near-term policy problem is contextual bandits, not full RL

The default decision shape is:

> Given the current state of this account, which eligible intervention produces the best expected outcome?

That is a contextual bandit problem before it is a long-horizon RL problem.

This is the right operational stance because:

* actions are discrete and governed
* logged data is finite and expensive
* real-world exploration is constrained
* offline evaluation matters more than theoretical control optimality

The planner may later become short-horizon sequential, but the first honest policy layer is bandit-style.

### 3. Causal estimation must be real, not vocabulary

When the repo says “doubly robust,” that should only mean:

* separate propensity and outcome modeling
* cross-fitting
* overlap / positivity checks
* abstention outside observed support
* effect estimates that survive sensitivity analysis and OPE where required

Anything weaker should not be called “doubly robust” in doctrine or product copy.

### 4. Uncertainty must be calibrated

Prediction intervals and confidence claims are only meaningful if they are calibrated on held-out data.

The right stack here is:

* held-out temporal validation
* slice-aware calibration
* conformal prediction on top of raw model outputs
* abstention when support, calibration, or model agreement is weak

### 5. Governance is part of the model

The gateway is not a postscript.
The model is not complete until:

* support is checked
* uncertainty is checked
* authority is checked
* evidence is recorded
* execution is constrained
* outcomes are linked back to the decision

If the action cannot be reconstructed and justified after the fact, it does not count as a real model-driven decision.

## Phase Doctrine

The architecture should be discussed in phases, not as one undifferentiated “world model” claim.

### Phase 1: Point-in-time governed causal decisioning

This is the current phase.

Primary focus:

* point-in-time state
* decision logging
* doubly robust causal estimation done correctly
* support / overlap abstention
* conformal calibration
* off-policy evaluation
* fail-closed execution

Primary system category:

* governed causal AR decision engine

Primary success criterion:

* the system can defend one next-best-action recommendation honestly

### Phase 2: Richer state and stronger offline policy learning

Primary focus:

* wider state coverage across communication, commitments, disputes, and relationship stakes
* logged propensities and exploration discipline
* stronger OPE
* better uncertainty and slice monitoring
* removal of all LLM decision leakage

Primary system category:

* causal policy-learning runtime

Primary success criterion:

* the system can compare policies on held-out traffic and explain why one is better

### Phase 3: Learned latent state and transition modeling

Primary focus:

* latent state representation learning
* action-conditioned state transitions
* ensemble disagreement as uncertainty
* short-horizon rollout simulation

Research inspiration:

* JEPA-style representation learning
* Dreamer-style robust latent dynamics

Primary system category:

* learned business-state model

Primary success criterion:

* the system can simulate short-horizon action paths under uncertainty, not just score isolated actions

### Phase 4: Bounded multi-step planning

Primary focus:

* constrained multi-step search
* objective tradeoff optimization
* rollout evaluation under governance constraints

Primary system category:

* governed short-horizon planner

Primary success criterion:

* the system can compare bounded action sequences, not just rank one step

## Terminology Rules

These replacements are mandatory in technical docs and preferred in product copy.

### Do not say: `reinforcement learning`

Unless the implementation truly uses an online RL loop with controlled exploration and sequential value learning.

Say instead:

* `offline policy learning`
* `contextual bandit`
* `off-policy decision system`

### Do not say: `simulate everything`

That is not a serious claim.

Say instead:

* `simulate decision-relevant action paths`
* `search short-horizon futures under uncertainty`
* `model the parts of state that materially change decisions`

### Do not say: `exact best move`

Business decisions are partially observed, stochastic, and constrained.

Say instead:

* `best governed next move`
* `best supported next move`
* `top-ranked action under current evidence and constraints`

### Do not say: `doubly robust`

Unless the code path actually has:

* propensity estimation
* outcome modeling
* cross-fitting
* overlap checks
* fail-closed handling outside support

Otherwise say:

* `uplift model`
* `treatment-effect estimate`
* `candidate intervention model`

### Use `world model` carefully

Inside the repo, `world model` should mean:

* a representation of business state
* plus a mechanism for predicting how state changes under action

If the code only ranks actions from current features, call it:

* `causal policy layer`
* `intervention model`
* `decision engine`

Reserve stronger `world model` language for the transition-model phase.

## What The Current Repo Should Optimize For

From this point forward, backend work should prioritize:

1. point-in-time correctness
2. support / overlap honesty
3. cross-fitted causal estimation
4. conformal calibration
5. honest off-policy evaluation
6. richer state contracts
7. bounded learned transition models
8. short-horizon planning

Do not reverse this order unless a production incident forces it.

## Mapping To The Current Codebase

The current system modules already line up with the doctrine:

* ledger: [`src/ledger/event-store.ts`](../src/ledger/event-store.ts)
* object graph: [`src/objects/graph.ts`](../src/objects/graph.ts)
* state estimator: [`src/state/estimator.ts`](../src/state/estimator.ts)
* causal / predictive layer: [`services/ml-sidecar/src/server.py`](../services/ml-sidecar/src/server.py)
* planner: [`src/planner/planner.ts`](../src/planner/planner.ts)
* gateway: [`src/gateway/gateway.ts`](../src/gateway/gateway.ts)
* evaluation loop: [`src/eval/`](../src/eval/)
* world runtime API: [`src/api/world-runtime-routes.ts`](../src/api/world-runtime-routes.ts)

What is still aspirational in the repo:

* mature latent representation learning
* strong transition-model-backed simulation
* fully honest long-horizon planning
* complete relationship/contract/CRM/company-state coverage

That is acceptable, as long as the repo and the company describe the current phase honestly.

## Canonical Internal Summary

Use this internally:

> Nooterra is building a governed, point-in-time decision system that learns business state, estimates the causal effect of available actions, ranks the best supported next move, and earns the right to act through closed-loop evaluation.

Use this when speaking about the future:

> The long-term destination is a learned business-state model with bounded rollout planning. The path there runs through offline causal policy learning, calibration, and OPE first.


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