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email-activity agent: propose -> review -> approve grid notes (v0.1.0:64)

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When a sent/received email is matched to an investor, a local-model agent drafts a
one-line dated note and queues it as a PENDING proposal (it never writes the grid
itself). On the Email Capture page a partner sees "Proposed grid notes", can edit the
text, and Approve (appends to that investor's grid notes cell, newest at bottom,
stamped with the approver) or Dismiss. Going-forward only: a cutoff (app_settings
email_activity_since, set on first run) means email dated before the feature was
enabled is never summarized, so the historical backfill makes no noise. Sovereign:
summaries run entirely on the local model (no redaction needed). Gmail sync interval
tightened 180 -> 15 min so outgoing email surfaces quickly.

Backend: migration 0002 (email_activity_proposals); propose_email_activity_notes()
runs via a new scheduler post_sync hook; list/decide functions + routes
GET /api/activity/proposals, POST .../{id}/approve|dismiss. Grid append stamps the
approving user (fundraising_state.updated_by has a FK to users). Test
test_email_activity.py (propose cutoff/idempotency, approve appends + edited note,
dismiss, already-decided guard) under FK enforcement.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Keysat
2026-06-06 15:55:26 -05:00
parent 3893a4fb9f
commit 069e60053b
9 changed files with 462 additions and 7 deletions
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start9/0.4/docker_entrypoint.sh
+1 -1
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@@ -51,7 +51,7 @@ if [ -f "$GMAIL_SA_KEY" ]; then
export CRM_GMAIL_AUTH_METHOD="${CRM_GMAIL_AUTH_METHOD:-dwd}"
export CRM_GMAIL_SA_KEY_PATH="${CRM_GMAIL_SA_KEY_PATH:-$GMAIL_SA_KEY}"
export CRM_GMAIL_WORKSPACE_DOMAIN="${CRM_GMAIL_WORKSPACE_DOMAIN:-ten31.xyz}"
export CRM_GMAIL_SYNC_INTERVAL_MIN="${CRM_GMAIL_SYNC_INTERVAL_MIN:-180}"
export CRM_GMAIL_SYNC_INTERVAL_MIN="${CRM_GMAIL_SYNC_INTERVAL_MIN:-15}"
echo "[entrypoint] Gmail integration: ENABLED (key at $GMAIL_SA_KEY)"
else
echo "[entrypoint] Gmail integration: DISABLED (no key at $GMAIL_SA_KEY)"