AdvisorListen — How It Interacts With Everything

BPMN 2.0 collaboration · one expanded pool, collapsed external participants

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AdvisorListen BPMN collaboration One AdvisorListen pool with a Pipeline lane and a Production Edge lane, surrounded by collapsed pools for data sources, AI services, SendGrid, advisors, NAIFA Alabama, and the operator, connected by sequence and message flows ending in a dues-paying member. External Data Sources Reddit · Bluesky · Google · RSS · CFO Brew AI Services Anthropic Claude · OpenAI TTS · pinned, selectable models event task gateway data sequence message AdvisorListen INTELLIGENCE PIPELINE · MAC MINI M4 — refresh.sh 00:30 CT PRODUCTION EDGE · HETZNER — nginx + Flask 00:30 Scrapesources Classify+ abuse scan Generatebriefs · desks Narrateaudio Deploy+ archive Draftto operator 06:30gate? Sendcampaign yes request nginx → Flaskreal client IP contenttier? Serve publicfree · no login Logged in? NAIFA?ver|grace Serve NAIFAthe NAIFA pages public NAIFA yes no Sign in/index.html?goto= ?goto= yes no PostgreSQL + Archive Advisor / Visitor reads free · NAIFA gated · converts goal NAIFA Alabama roster · sponsorship Operator · Daniel review · deploy SendGrid dedicated IP · open/click webhooks content classify · write · voice store members · activity campaign email request Claimprovisional access grace · 720hyellow: “processing · Nh left” onroster? yes no verifiedgreen: “Active Member” expired · locked roster match · verify draft deploy · monitor dues AI model registry · selectable → controls drift Classify · hnw_score → Claude Haiku 4.5 · CLAUDE_CLASSIFY Briefs · desks · audio → Claude Sonnet 4.6 · CLAUDE_EDITORIAL Weekend synthesis → Claude Opus 4.7 · CLAUDE_PREMIUM Voice → OpenAI tts-1-hd · provider/fallback AL_AI_* Versions pinned & operator-selectable — no silent drift
How to read it. One expanded pool — AdvisorListen — holds the two systems that do the work: the nightly Intelligence Pipeline on the Mac Mini and the Production Edge on Hetzner. Everything else is a collapsed pool exchanging messages with it. Solid lines are sequence flow inside the pool; dashed lines are messages crossing to a participant, drawn light so they sit behind the main flow.
  1. Produce — at 00:30 CT the pipeline scrapes the sources, Claude Haiku 4.5 classifies each post, and the corpus is written to Postgres.
  2. Compose — Claude Sonnet 4.6 (and weekly Opus 4.7) generate the briefs and HNW desks; the audio is voiced with OpenAI tts-1-hd. Each AI role binds a pinned, operator-selectable model — the CLAUDE_CLASSIFY / CLAUDE_EDITORIAL / CLAUDE_PREMIUM constants, with provider and fallback set by AL_AI_PROVIDER / AL_AI_FALLBACK_* — so output behavior cannot drift on a silent model upgrade (see the AI model registry note on the diagram).
  3. Publish & gate — the run deploys to the edge, archives copies, and drafts the issue to the operator. No draft, no send: the subscriber campaign waits for the 06:30 gate (never Sunday), then goes out through SendGrid.
  4. Serve — advisors open the email or visit the site. General content is public and skips the gate. At a NAIFA surface two checks fire in turn: Logged in? — if not, the visitor is sent to sign in and returned to the very same page via ?goto=; then NAIFA member? (verified or grace). nginx routes the page to Flask, which runs both. (The Listen Tools surface is gated by the same NAIFA check.)
  5. Grace period — a logged-in member who isn't yet roster-matched takes the NAIFA gate's no branch into Claim, which grants provisional access immediately and opens a 720-hour (30-day) grace timer. During the window they have full access and see the yellow banner "NAIFA processing — verifying your NAIFA Alabama membership. Access granted · Nh left." At the timer (or earlier, the moment the roster matches), an on roster? decision resolves: a match → verified (permanent access, green "Active Member" banner, no countdown); no match by expiry → expired (access locked, back to claim). A member already on the roster — for example wes@c2wealth.com — skips grace entirely: the roster match short-circuits straight to verified, so they never see the yellow processing countdown, only the green Active Member state.
  6. Measure & convert — every request and engagement is logged with the real source IP; the whole flow aims at one end event, a dues-paying NAIFA member.
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