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Refresh Current state for v0.1.0:81 (matched-only Communications tab)

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Keysat
2026-06-16 15:53:44 -05:00
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AGENTS.md
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@@ -101,13 +101,13 @@ Subsystem rules live in `docs/guides/` and lazy-load in Claude Code via `.claude
## Current state ## Current state
_Phase 0 substrate + Phase 1 thesis/outreach are built; **box and repo at v0.1.0:80** (latest: **email-activity panel** — the Communications tab is now the admin-only captured-Gmail search over the `email_*` tables; prior: P0 hotfix pinning `@babel/standalone@7.29.7` after the unpinned CDN auto-upgraded to v8 and blanked the UI). **Decision (2026-06-16): the fundraising grid + email capture is the canonical system of record** — vestigial classic-CRM surfaces get pruned or repurposed (see `ROADMAP.md` → "Consolidate on the fundraising grid as canonical"). Longer-term backlog: `ROADMAP.md`._ _Phase 0 substrate + Phase 1 thesis/outreach are built; **box and repo at v0.1.0:81** (latest: **Communications tab is matched-only** — the email-activity panel now surfaces only email linked to a known investor/contact; unmatched cold/unknown-sender email is captured but never shown; prior v80: repurposed the tab into the admin-only captured-Gmail search over the `email_*` tables). **Decision (2026-06-16): the fundraising grid + email capture is the canonical system of record** — vestigial classic-CRM surfaces get pruned or repurposed (see `ROADMAP.md` → "Consolidate on the fundraising grid as canonical"). Longer-term backlog: `ROADMAP.md`._
- **Working (all draft-only):** CRM + ingest (chunk→embed→Qdrant + retrieval) + redaction boundary; Gmail capture (DWD) + email-activity propose→approve; Thesis Workshop + Architect (Claude) with dual-approval gate; Outreach Draft Assistant + follow-up radar + per-user voice + Tier-B in-thread Gmail draft creation. - **Working (all draft-only):** CRM + ingest (chunk→embed→Qdrant + retrieval) + redaction boundary; Gmail capture (DWD) + email-activity propose→approve; Thesis Workshop + Architect (Claude) with dual-approval gate; Outreach Draft Assistant + follow-up radar + per-user voice + Tier-B in-thread Gmail draft creation.
- **Deployed & verified live: v0.1.0:80** (box `$START9_BOX_HOST`/immense-voyage.local; `installed-version`→`0.1.0:80`, migration chain `…79→80` clean, server up on `:8080`, schedulers + Gmail integration up; **render-verified via a jsdom mount smoke test of the built frontend** — React actually mounts to the login screen, plus the inline JSX transforms cleanly under the pinned classic-runtime Babel; not just curl/health. In-browser confirmation by Grant still welcome). **v0.1.0:80 repurposed the Communications tab into the admin-only email-activity panel:** new `GET /api/email/activity` (admin-enforced server-side) over the `email_*` tables, filterable by investor / mailbox / direction + free-text search; soft-delete honored on the per-mailbox sighting; direction decided at the email level (mirrors `digest_builder`); graveyard investors hidden from the picker but their email stays visible + searchable (audit surface). The classic manual "Log Communication" form was retired (the grid context menu remains the manual-log path); nav item + page are admin-only. Query lives in `email_integration/db.py:query_email_activity`; tests in `email_integration/test_email_activity_panel.py`. **Prior — v0.1.0:79 was a P0 hotfix:** the page loaded `@babel/standalone` from unpkg **unpinned**, so the CDN served **Babel 8.0.0**, whose `@babel/preset-react` automatic JSX runtime prepends an ESM `import {jsx} from "react/jsx-runtime"` — illegal in this classic (non-module) inline `<script>`, so the browser rejected the whole bundle and React never mounted → **blank screen for every user**. Fix: pin `@babel/standalone@7.29.7` (classic runtime; verified via headless render locally + on the box). Same release closed **3 server-side admin gaps** from a permissions audit — `GET /api/users`, `/api/email/status`, `/api/email/accounts` were UI-hidden from members but not API-enforced; all now `require_admin` (write endpoints were already gated). **Prior — v0.1.0:78 retired `lp_profiles` + the orphaned LP Tracker** (endpoints/handlers/lp-breakdown report/contact-dossier LP section/frontend component+redirect removed; empty table left in place per never-hard-delete) and **repointed the Dashboard "Total Committed"** onto `fundraising_investors.total_invested` (graveyard-excluded; "Total Funded" dropped — the grid has no funded concept). **Digest is fully live:** capture (DWD) → propose→approve; transport routes Gmail-DWD→SMTP (no app password); and **daily activity digest (Phase B)** — `digest_builder.py` (by-team-member Spark narrative + by-investor section, soft-delete filtered) + always-on `digest_scheduler.py` reading a DB policy + `send-now`. **Auto-send defaults OFF** (env seed unset → `app_settings.digest_policy` off) until Grant enables it in Settings → Admin. Detail: `docs/guides/email.md`. - **Deployed & verified live: v0.1.0:81** (box `$START9_BOX_HOST`/immense-voyage.local; `installed-version`→`0.1.0:81`, migration chain `…80→81` clean, server up on `:8080`, schedulers + Gmail integration up). **v0.1.0:81 makes the Communications tab matched-only:** `query_email_activity` now gates on `EXISTS(email_investor_links)`, so the panel surfaces only email linked to a known investor/contact; unmatched cold/unknown-sender email is still captured (metadata-only) and will appear automatically if its sender is later added as an investor — a read-side filter, no schema/capture change. Graveyard investors unaffected (their email has a link), still hidden from the picker but visible/searchable as an audit surface. Backend-only (frontend `index.html` byte-identical to v80, which was render-verified). **Prior — v0.1.0:80 repurposed the Communications tab into the admin-only email-activity panel:** new `GET /api/email/activity` (admin-enforced server-side) over the `email_*` tables, filterable by investor / mailbox / direction + free-text search; soft-delete honored on the per-mailbox sighting; direction decided at the email level (mirrors `digest_builder`); graveyard investors hidden from the picker but their email stays visible + searchable (audit surface). The classic manual "Log Communication" form was retired (the grid context menu remains the manual-log path); nav item + page are admin-only. Query lives in `email_integration/db.py:query_email_activity`; tests in `email_integration/test_email_activity_panel.py`. **Prior — v0.1.0:79 was a P0 hotfix:** the page loaded `@babel/standalone` from unpkg **unpinned**, so the CDN served **Babel 8.0.0**, whose `@babel/preset-react` automatic JSX runtime prepends an ESM `import {jsx} from "react/jsx-runtime"` — illegal in this classic (non-module) inline `<script>`, so the browser rejected the whole bundle and React never mounted → **blank screen for every user**. Fix: pin `@babel/standalone@7.29.7` (classic runtime; verified via headless render locally + on the box). Same release closed **3 server-side admin gaps** from a permissions audit — `GET /api/users`, `/api/email/status`, `/api/email/accounts` were UI-hidden from members but not API-enforced; all now `require_admin` (write endpoints were already gated). **Prior — v0.1.0:78 retired `lp_profiles` + the orphaned LP Tracker** (endpoints/handlers/lp-breakdown report/contact-dossier LP section/frontend component+redirect removed; empty table left in place per never-hard-delete) and **repointed the Dashboard "Total Committed"** onto `fundraising_investors.total_invested` (graveyard-excluded; "Total Funded" dropped — the grid has no funded concept). **Digest is fully live:** capture (DWD) → propose→approve; transport routes Gmail-DWD→SMTP (no app password); and **daily activity digest (Phase B)** — `digest_builder.py` (by-team-member Spark narrative + by-investor section, soft-delete filtered) + always-on `digest_scheduler.py` reading a DB policy + `send-now`. **Auto-send defaults OFF** (env seed unset → `app_settings.digest_policy` off) until Grant enables it in Settings → Admin. Detail: `docs/guides/email.md`.
- **Live since v74 (2026-06-13):** login works; `/assets/` traversal 404s (plain + URL-encoded), root health 200. On boot, `ensure_thesis_v2_promoted` makes the v2.0 reserve-asset spine the working *approved* spine (node-level, reversible). Security/privacy hardening (path-traversal close, outreach NER backstop, get-by-id soft-delete) shipped in v74 — detail in `EVALUATION.md`. - **Live since v74 (2026-06-13):** login works; `/assets/` traversal 404s (plain + URL-encoded), root health 200. On boot, `ensure_thesis_v2_promoted` makes the v2.0 reserve-asset spine the working *approved* spine (node-level, reversible). Security/privacy hardening (path-traversal close, outreach NER backstop, get-by-id soft-delete) shipped in v74 — detail in `EVALUATION.md`.
- **Tests (2026-06-16):** **22/22 backend tests green** via `python3 backend/run_tests.py` (latest add: `email_integration/test_email_activity_panel.py` — investor/mailbox/search/direction filters, per-sighting soft-delete, email-level direction, mailbox + investor roll-ups incl. unmatched address fallback, graveyard hidden-from-picker-but-visible, facets, route 401/403 admin enforcement; prior: `test_dashboard_report.py`, `test_digest_builder.py`). `py_compile` clean. Frontend render checked locally (jsdom mount + pinned-Babel transform). The 2 stale thesis tests stay fixed (seed structure in `docs/guides/thesis.md`). - **Tests (2026-06-16):** **22/22 backend tests green** via `python3 backend/run_tests.py` (`email_integration/test_email_activity_panel.py` updated for v81: matched-only scope — unmatched email never surfaces, not even by free-text search — plus investor/mailbox/search/direction filters, per-sighting soft-delete, email-level direction, mailbox + investor roll-ups, graveyard hidden-from-picker-but-visible, facets, route 401/403 admin enforcement; prior: `test_dashboard_report.py`, `test_digest_builder.py`). `py_compile` clean. Frontend render checked locally (jsdom mount + pinned-Babel transform). The 2 stale thesis tests stay fixed (seed structure in `docs/guides/thesis.md`).
- **Decided, not yet built (detail in `ROADMAP.md`):** Pipeline adoption + a grid flag that auto-loads flagged investors as opportunities; NL→safe-query feature; CRM as canonical thesis backbone with the signal-engine reading from it (reconciliation unwired); reply-all for Tier-B drafts (currently reply to the LP only). *(Done v80: the admin-only per-investor/per-mailbox email-activity panel.)* - **Decided, not yet built (detail in `ROADMAP.md`):** Pipeline adoption + a grid flag that auto-loads flagged investors as opportunities; NL→safe-query feature; CRM as canonical thesis backbone with the signal-engine reading from it (reconciliation unwired); reply-all for Tier-B drafts (currently reply to the LP only). *(Done v80: the admin-only per-investor/per-mailbox email-activity panel; v81: made that panel matched-only.)*
- **Known debt (P2, not deploy-blocking):** **reports-subsystem soft-delete sweep** — `handle_pipeline_report` + remaining report/aggregate queries over opportunities/communications still count soft-deleted rows (v78 shrank this surface: the `lp_profiles`/lp-breakdown aggregates are gone and the dashboard "Total Committed" is now grid-sourced); needs a pass + report-endpoint tests. Also `?limit=abc` crashes the request thread (authenticated list path); scrub-gateway TLS verify off; `cryptography==42.0.5`; **front-end CDN libs still loaded from unpkg without SRI** — Babel is now version-pinned (v79, after an unpinned auto-upgrade to Babel 8 blanked the whole UI), but React/Babel should be **vendored into the package + SRI-pinned** so a CDN can never swap prod deps again; **deploy verification must include a browser-render smoke check** — v78's blank UI shipped as "verified live" because the checks were server-up/curl only, which can't catch a client render failure; stale user-visible `start9/0.4/assets/ABOUT.md`; hardcoded Spark/Qdrant IPs in the s9pk; the 5.4k-line `server.py` monolith. P3 batch + full list in `EVALUATION.md`. - **Known debt (P2, not deploy-blocking):** **reports-subsystem soft-delete sweep** — `handle_pipeline_report` + remaining report/aggregate queries over opportunities/communications still count soft-deleted rows (v78 shrank this surface: the `lp_profiles`/lp-breakdown aggregates are gone and the dashboard "Total Committed" is now grid-sourced); needs a pass + report-endpoint tests. Also `?limit=abc` crashes the request thread (authenticated list path); scrub-gateway TLS verify off; `cryptography==42.0.5`; **front-end CDN libs still loaded from unpkg without SRI** — Babel is now version-pinned (v79, after an unpinned auto-upgrade to Babel 8 blanked the whole UI), but React/Babel should be **vendored into the package + SRI-pinned** so a CDN can never swap prod deps again; **deploy verification must include a browser-render smoke check** — v78's blank UI shipped as "verified live" because the checks were server-up/curl only, which can't catch a client render failure; stale user-visible `start9/0.4/assets/ABOUT.md`; hardcoded Spark/Qdrant IPs in the s9pk; the 5.4k-line `server.py` monolith. P3 batch + full list in `EVALUATION.md`.
- **Doc drift to reconcile:** `crm-overview.md` + `EVALUATION.md` still describe `lp_profiles` as a live model in places — a doc-auditor pass should align them to "grid canonical, `lp_profiles` retired." - **Doc drift to reconcile:** `crm-overview.md` + `EVALUATION.md` still describe `lp_profiles` as a live model in places — a doc-auditor pass should align them to "grid canonical, `lp_profiles` retired."
- **Other gaps:** the v2.0 spine is the *working* spine but **not a canonical `thesis_version`** (needs Grant + Jonathan dual sign-off); Appendix-A conviction/exposure (incl. ~40% Strike) stay Grant's working read, not canonical, not fed to the engine; live features (Claude/Qdrant/Gmail) unverified on the box. - **Other gaps:** the v2.0 spine is the *working* spine but **not a canonical `thesis_version`** (needs Grant + Jonathan dual sign-off); Appendix-A conviction/exposure (incl. ~40% Strike) stay Grant's working read, not canonical, not fed to the engine; live features (Claude/Qdrant/Gmail) unverified on the box.