Email-proposal review over Matrix + a bot role (v0.1.0:89)
The email-capture "proposed grid notes" gain two review surfaces:
1. Inline source email — each proposed-note card on the Email Capture page
gets a "View email" toggle that lazily fetches the existing
GET /api/email/detail and shows from/to/cc/date/subject + scrollable body,
so a reviewer can judge the note against the email it was drafted from.
2. CRM->Matrix review bridge — the CRM (box, stdlib, no matrix-nio) can't post
to Matrix, so the intake bot (Spark) PULLS: GET /api/intake/email-proposals
returns to_post/open/to_close work-lists; the bot posts a review card
(metadata + snippet + draft note) to a dedicated review room
(MATRIX_EMAIL_REVIEW_ROOM) and relays in-thread yes / no / NL-edit
(POST .../{id}/decide, note revised via local Qwen). Decisions sync both
ways: web decide -> bot announces + closes the thread; Matrix decide -> the
web panel's ~25s poll clears the card. State lives CRM-side in the new
email_proposal_matrix side row (email-integration migration 0003, additive
+ idempotent CREATE TABLE IF NOT EXISTS), so it survives a bot restart.
Adds a 'bot' role (authenticated, never admin; require_bot_or_admin) to gate
the email-proposal endpoints rather than handing the bot full admin — the
principled base for the coming agentic capabilities. Role controls reach;
the draft->approve gate still controls autonomy (a human approves every write).
Deploy split: endpoints + migration + role + frontend ship in the s9pk; the
bot poll loop + review-room handling ship on the Spark. The bot's CRM user
must be flipped member->bot and joined to the review room (one-time).
Tests: backend/test_email_proposal_matrix.py + matrix_intake/test_email_proposals.py
(30/30 suite green, render-smoke green, migration verified twice on a DB copy).
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@@ -12,7 +12,7 @@ Read this before editing Gmail capture or draft creation.
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## What it does
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- `backend/email_integration/` captures Gmail via **domain-wide delegation** (`credentials.py`, `matcher.py`, `parser.py`, `db.py`, `sync.py`, `scheduler.py`, `routes.py`) and creates Tier-B in-thread drafts (`compose.py`). It has its own `migrations/`.
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- Captured email becomes CRM activity through a **propose → approve** flow — nothing lands on a contact record until a human approves the proposal.
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- Captured email becomes CRM activity through a **propose → approve** flow — nothing lands on a contact record until a human approves the proposal. The proposed grid notes show on the **Email Capture** page (admin-only): each card has a **View email** toggle that fetches `GET /api/email/detail?id=` and shows the source email inline (from/to/cc/date/subject + scrollable body) so you can judge the note against it. The same proposals can also be reviewed/approved/edited from a **dedicated Matrix room**, kept in sync with this panel (decide on either surface; the other reflects it) — that CRM→Matrix bridge lives in the **review bot**, see `docs/guides/matrix-intake.md`. The proposal model itself (`email_activity_proposals` + the `propose_email_activity_notes` drafter + the decide path) lives in `backend/server.py`, not this package.
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## Hard rule
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