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feat(scoring): 990-PF funder-precedent index — the 25-point subscore goes live

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New funders/funder_grants schema + ingest990pf monthly workflow: IRS BMF
state file discovers NH private foundations (747), e-file index CSVs
select their latest 990-PF filings, batch ZIPs stream through fflate
(4/run cap, most-hits-first, deferred logged), grants-paid rows land in
funder_grants, and funders with >=2 NH grants synthesize rolling grant
rows (source irs_990pf, funder_ein linked) that flow through the
existing embed+match pipeline.

Scoring v2: funderPrecedentSubscore tiers repeated in-state giving
(1/3/5/10 -> 8/15/20/25); easy win = >=65 total AND >=12 precedent
(plan's precedent floor); scale is the full 0-100. Rolling deadlines
pass the runway gate. Retrieval computes per-funder in-state counts and
exposes funder_ein.

Lead-quality gates from the first precedent run's failures: candidate
orgs exclude NTEE T* grantmakers; self-matches gated by EIN + normalized
name (NHDOJ registers foundations as charities, several without resolved
EINs — the first run's top 'leads' were foundations matched to
themselves).

Live: ~6.5GB of IRS batches processed, 2,766 grants-paid rows, 123
synthesized foundation grants, 89 easy wins across 27 orgs, credible
top-10 (AIDS Response-Seacoast -> Foundation for Seacoast Health, 25/25
precedent). 153 tests green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Croissant Le Doux
2026-07-16 18:17:28 -04:00
parent 0ee478ec3d
commit 63b58e514d
34 changed files with 3634 additions and 45 deletions
Download Patch File Download Diff File Expand all files Collapse all files

35
packages/outreach-core/drizzle/server/1784236406_funder-precedent-index.sql Normal file
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@@ -0,0 +1,35 @@
CREATE TABLE "funder_grants" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
"funder_id" uuid NOT NULL,
"recipient_name" text NOT NULL,
"recipient_city" text,
"recipient_state" text,
"amount" integer,
"purpose" text,
"tax_year" integer NOT NULL,
"created_at" timestamp with time zone DEFAULT now()
);
--> statement-breakpoint
CREATE TABLE "funders" (
"id" uuid PRIMARY KEY DEFAULT gen_random_uuid() NOT NULL,
"ein" text NOT NULL,
"name" text NOT NULL,
"city" text,
"state" text,
"ntee_code" text,
"total_assets" bigint,
"application_info" jsonb,
"latest_tax_year" integer,
"latest_object_id" text,
"created_at" timestamp with time zone DEFAULT now(),
"updated_at" timestamp with time zone DEFAULT now()
);
--> statement-breakpoint
ALTER TABLE "grants" ADD COLUMN "funder_ein" text;--> statement-breakpoint
ALTER TABLE "funder_grants" ADD CONSTRAINT "funder_grants_funder_id_funders_id_fk" FOREIGN KEY ("funder_id") REFERENCES "public"."funders"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
CREATE INDEX "idx_funder_grants_funder" ON "funder_grants" USING btree ("funder_id");--> statement-breakpoint
CREATE INDEX "idx_funder_grants_funder_year" ON "funder_grants" USING btree ("funder_id","tax_year");--> statement-breakpoint
CREATE INDEX "idx_funder_grants_recipient_state" ON "funder_grants" USING btree ("recipient_state");--> statement-breakpoint
CREATE UNIQUE INDEX "idx_funders_ein" ON "funders" USING btree ("ein");--> statement-breakpoint
CREATE INDEX "idx_funders_state" ON "funders" USING btree ("state");--> statement-breakpoint
CREATE INDEX "idx_grants_funder_ein" ON "grants" USING btree ("funder_ein");

1460
packages/outreach-core/drizzle/server/meta/1784236406_snapshot.json Normal file
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7
packages/outreach-core/drizzle/server/meta/_journal.json
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@@ -22,6 +22,13 @@
"when": 1784235098035,
"tag": "1784235098_match-uniques",
"breakpoints": true
},
{
"idx": 3,
"version": "7",
"when": 1784236406321,
"tag": "1784236406_funder-precedent-index",
"breakpoints": true
}
]
}