feat: let the coordinator see the relationship graph

The graph has been built for months and fed nothing but a dashboard. Nothing in
the autonomy pipeline has ever read an edge: not the coordinator, not
calibration, not execution. Its only downstream consumer, trade_signals, last
produced anything in April. It was roughly 70% of the llm bill and informed no
prediction, decision or order.

Relationships are the one piece of context a per-event coordinator genuinely
cannot derive from its own articles, because "this company supplies that one" is
knowledge about companies rather than about this event. So the coordinator now
receives the relationships of the companies the event is about, and is told to
name the relationship in causal_channel when it reasons through one.

The cutoff filter is the part that matters. first_seen_at on a relationship is
derived from article dates rather than processing time, so a historical proposal
only sees what the world had actually revealed by its own cutoff. Without that
this feature would quietly reintroduce the lookahead the evidence check exists to
prevent, and it is pinned by a test rather than left to review.

Relationships are explicitly background rather than evidence: predictions still
have to cite the article ids the story came from, and an instrument the articles
give no reason to care about is still not a prediction.

strategy_version moves to autonomy-2, because a prompt change this material
changes what a prediction means and the two populations should be comparable
later rather than silently blended.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01WnNxwxfXSbeNtjvtz5gayb

test/autonomy.test.js

@@ -12,6 +12,8 @@ const { calculateOutcome, addTradingDays } = require('../src/autonomy/outcomes')
 const { yahooSymbol } = require('../workers/outcomeAutonomyWorker');
 const { createOrderIntent } = require('../src/autonomy/orderIntents');
 const { enqueueCoordinatorEvent, reconcileArchiveBatch, reconcileLiveBatch, isTransientCoordinatorFailure } = require('../workers/autonomyWorker');
+const { buildGraphContext } = require('../src/autonomy/graphContext');
+const { buildPrompt } = require('../workers/coordinatorWorker');
 const { scheduleNext } = require('../workers/replayWorker');
 const { refreshHistoricalCalibration, createDecisions, ensureCalibrationColumns } = require('../workers/calibrationWorker');
 
@@ -393,3 +395,46 @@ test('lookahead still rejects the whole proposal, not just one prediction', () =
   }, { informationCutoff: '2020-01-01T00:00:00Z' }), /missing evidence/);
   assert.equal(intelligence.prepare('SELECT COUNT(*) AS n FROM autonomy_predictions').get().n, 0);
 });
+
+test('graph context never shows a relationship the world had not revealed yet', () => {
+  const db = new Database(':memory:');
+  initAutonomySchema(db);
+  db.exec(`
+    CREATE TABLE tracked_companies (id INTEGER PRIMARY KEY, name TEXT, ticker TEXT, aliases TEXT);
+    CREATE TABLE event_knowledge (id INTEGER PRIMARY KEY, event_id INTEGER, company_id INTEGER, type TEXT, data TEXT, event_date TEXT);
+    CREATE TABLE company_relationships (id INTEGER PRIMARY KEY, from_company_id INTEGER, relationship_type TEXT,
+      to_entity TEXT, to_company_id INTEGER, confidence TEXT, confirmation_count INTEGER, first_seen_at DATETIME,
+      last_seen_at DATETIME, supporting_event_ids TEXT);
+  `);
+  db.prepare("INSERT INTO tracked_companies VALUES (1,'Nvidia','NVDA','[]')").run();
+  db.prepare("INSERT INTO event_knowledge (event_id, company_id, type) VALUES (55, 1, 'x')").run();
+  const edge = db.prepare(`INSERT INTO company_relationships
+    (from_company_id, relationship_type, to_entity, confidence, confirmation_count, first_seen_at)
+    VALUES (1, ?, ?, 'high', ?, ?)`);
+  edge.run('supplier', 'Taiwan Semiconductor', 9, '2025-01-01T00:00:00Z');
+  edge.run('customer', 'Future Corp', 4, '2026-01-01T00:00:00Z');
+
+  // a proposal dated mid-2025 may only see what existed by then
+  const past = buildGraphContext(db, 55, '2025-06-01T00:00:00Z');
+  assert.match(past, /Taiwan Semiconductor/);
+  assert.equal(/Future Corp/.test(past), false);
+
+  // later, both are legitimately visible
+  const now = buildGraphContext(db, 55, '2026-06-01T00:00:00Z');
+  assert.match(now, /Taiwan Semiconductor/);
+  assert.match(now, /Future Corp/);
+
+  // an event we know nothing about contributes nothing rather than a stray header
+  assert.equal(buildGraphContext(db, 999, '2026-06-01T00:00:00Z'), '');
+  assert.equal(buildGraphContext(db, 55, null), '');
+});
+
+test('the coordinator prompt carries graph context only when there is some', () => {
+  const withCtx = buildPrompt({ id: 1, title: 't' }, [{ id: 9, title: 'a', content: 'c' }],
+    'Known company relationships, as they stood at the information cutoff:\n\nNvidia (NVDA):\n  - supplier: TSMC');
+  assert.match(withCtx, /Known company relationships/);
+  assert.match(withCtx, /supplier: TSMC/);
+
+  const without = buildPrompt({ id: 1, title: 't' }, [{ id: 9, title: 'a', content: 'c' }]);
+  assert.equal(/Known company relationships/.test(without), false);
+});