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Email-proposal review over Matrix + a bot role (v0.1.0:89)

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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).
This commit is contained in:
Keysat
2026-06-18 09:51:41 -05:00
parent 41def0f014
commit 5faa5ae4d6
16 changed files with 783 additions and 17 deletions
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start9/0.4/startos/versions/index.ts
+3 -2
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@@ -49,8 +49,9 @@ import { v_0_1_0_85 } from './v0.1.0.85'
import { v_0_1_0_86 } from './v0.1.0.86'
import { v_0_1_0_87 } from './v0.1.0.87'
import { v_0_1_0_88 } from './v0.1.0.88'
import { v_0_1_0_89 } from './v0.1.0.89'
export const versionGraph = VersionGraph.of({
current: v_0_1_0_88,
other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87],
current: v_0_1_0_89,
other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87, v_0_1_0_88],
})
start9/0.4/startos/versions/v0.1.0.89.ts
+24
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@@ -0,0 +1,24 @@
import { VersionInfo } from '@start9labs/start-sdk'
// Email-proposal review over Matrix + a dedicated agent role. The CRM-drafted "proposed grid
// notes" (Email Capture panel) gain (1) a click-to-view inline popup of the source email
// (from/to/cc/date/subject/scrollable body, via the existing /api/email/detail) so a reviewer
// can judge the note against the email, and (2) a CRM→Matrix review bridge: the intake bot
// (Spark) pulls pending proposals, posts a review card to a dedicated review room, and relays
// the human's in-thread yes/no/edit back to the CRM — with the web panel and Matrix kept in
// sync (decide on either; the other surface reflects it). New side table email_proposal_matrix
// (email-integration migration 0003, additive + idempotent — CREATE TABLE IF NOT EXISTS) holds
// the per-proposal Matrix thread state. New bot-or-admin endpoints under /api/intake/
// email-proposals (list/mark/decide), gated by a new 'bot' role (authenticated, never admin).
// The bot's poll loop + review-room handling ship on the Spark (git pull + restart), not here.
export const v_0_1_0_89 = VersionInfo.of({
version: '0.1.0:89',
releaseNotes: {
en_US: [
'Email Capture: click a proposed grid note to see the source email inline',
'(from/to/cc/date/subject + body) before approving, and review/approve/dismiss/edit',
'proposals from a dedicated Matrix room on mobile — decisions sync both ways.',
].join(' '),
},
migrations: { up: async () => {}, down: async () => {} },
})