init local package repo

.env.beta.example

@@ -0,0 +1,10 @@
+# Copy this file to .env.beta before running ./start_beta.sh
+
+# Required for production mode
+CRM_SECRET_KEY=replace-with-a-long-random-secret
+
+# Optional overrides
+# CRM_CORS_ORIGIN=http://100.x.y.z:8080
+# CRM_LOGIN_RATE_LIMIT_PER_MIN=20
+# CRM_WRITE_RATE_LIMIT_PER_MIN=300
+# CRM_PORT=8080

REMOTE_BETA.md

@@ -0,0 +1,28 @@
+# Remote Private Beta (Tailscale)
+
+## 1) One-time prep on host laptop
+1. Install and connect Tailscale.
+2. In this project folder, create beta env:
+   - `cp .env.beta.example .env.beta`
+3. Set a strong secret in `.env.beta` for `CRM_SECRET_KEY`.
+
+## 2) Start beta server
+- `./start_beta.sh`
+- Optional custom port: `./start_beta.sh 8080`
+
+The script prints the Tailscale URL if Tailscale is running.
+
+## 3) Invite users
+- Log in as admin.
+- Settings -> Admin -> Invite User.
+- Share the Tailscale URL and credentials with each tester.
+
+## 4) Pre-flight safety checks before each test session
+1. Run backup now in Settings -> Admin.
+2. Run backup verification in Settings -> Admin -> Reliability Checks.
+3. Confirm Security panel has no secret warning.
+
+## 5) Troubleshooting
+- If users cannot connect, confirm host shows `tailscale status` as online.
+- If CORS error appears, set exact origin in `.env.beta` as `CRM_CORS_ORIGIN=http://<tailscale-ip>:8080` and restart.
+- If port is in use, run `./start_beta.sh 8090`.

ROADMAP.md

@@ -0,0 +1,92 @@
+# Venture CRM Roadmap (Airtable Replacement)
+
+## Current status
+- Premium Airtable-like frontend grid exists and is actively iterating.
+- Backend now has production-grade APIs for:
+  - `GET /api/fundraising/state`
+  - `PUT /api/fundraising/state` (with optimistic version check)
+  - `GET /api/fundraising/export`
+  - `POST /api/fundraising/backup`
+  - `POST /api/fundraising/restore-preview`
+  - `POST /api/fundraising/restore`
+  - `GET /api/fundraising/backups`
+  - `GET/PATCH /api/fundraising/backup-policy`
+  - `GET /api/fundraising/relational-summary`
+  - `GET /api/feature-requests`
+  - `POST /api/feature-requests`
+  - `PATCH /api/feature-requests/:id`
+- New DB tables:
+  - `fundraising_state`
+  - `fundraising_investors`
+  - `fundraising_contacts`
+  - `fundraising_funds`
+  - `fundraising_commitments`
+  - `fundraising_views`
+  - `feature_requests`
+  - `app_settings`
+- Grid saves/restores now sync into relational fundraising tables automatically.
+- Formula engine is now sandboxed (no `eval`/`new Function`) with expanded function support.
+- Automation engine v1 added:
+  - Rule table + toggle API
+  - List memberships (`main`, `follow_up`, `graveyard`, `longshot`, `all`)
+  - Automation run log
+- Collaboration/reliability additions:
+  - Unified activity feed API (`audit` + `automation` + `backup`)
+  - Backup integrity verification API
+  - Better version-conflict metadata (`updated_at`, `updated_by`)
+- Security hardening additions:
+  - Basic IP rate limiting (login and write APIs)
+  - Configurable CORS origin (`CRM_CORS_ORIGIN`)
+  - Production secret enforcement (`CRM_ENV=production` requires `CRM_SECRET_KEY`)
+  - Security status API + go-live checklist (`SECURITY.md`)
+
+## Phase 1 (Production foundation)
+1. Persist grid + views on backend
+- Wire frontend fundraising grid reads/writes to `/api/fundraising/state`.
+- Keep localStorage only as emergency fallback.
+- Add autosave debounce and conflict handling (`expected_version`).
+
+2. Admin-invite auth model
+- Disable self-register for non-admin users.
+- Add admin-only invite/create-user endpoint.
+- Keep role model: `admin`, `member`.
+
+3. Deployment and remote access
+- Add `docker-compose` for one-command launch.
+- Reverse proxy + TLS option (Caddy/Traefik) for non-Tailscale deployments.
+- Recommended for your use case: Tailscale private access to laptop host.
+
+4. Data safety and operations
+- Automated nightly SQLite backups and restore test script.
+- Add `/api/fundraising/export` for JSON snapshot export.
+- Add health/readiness checks.
+
+## Phase 2 (Airtable parity)
+1. Advanced views
+- Multi-condition filter groups (AND/OR groups)
+- Multi-column sorting
+- Pinned/frozen columns
+- Personal vs shared views
+
+2. Formula engine v2
+- Add functions: `SUM`, `MIN`, `MAX`, `ROUND`, `ABS`, `CONCAT` (done)
+- Type-aware formulas and better errors
+- Dependency graph and recalculation rules
+
+3. Activity + audit
+- Record-level change history in UI
+- Last modified by / at fields
+- Restore archived rows
+
+## Phase 3 (Team workflow and automation)
+1. Tasks/reminders tied to investors/contacts
+2. Automation rules (graveyard/follow-up triggers)
+3. Email/communication integrations (optional)
+4. Granular permissions (if team grows)
+
+## Definition of done for "Airtable substitute" v1
+- Team can manage all investors in one master table
+- Saved views replicate current Airtable workflows
+- CSV import from Airtable is reliable and repeatable
+- Data persists safely and supports multi-user access
+- Auth is invite-only and backups are automated

SECURITY.md

@@ -0,0 +1,32 @@
+# Venture CRM Go-Live Security Checklist
+
+## 1) Secrets and environment
+- Set `CRM_ENV=production`.
+- Set a strong `CRM_SECRET_KEY` (required in production mode).
+- Set `CRM_CORS_ORIGIN` to your exact app origin (not `*`).
+- Optional rate limits:
+  - `CRM_LOGIN_RATE_LIMIT_PER_MIN` (default `20`)
+  - `CRM_WRITE_RATE_LIMIT_PER_MIN` (default `300`)
+
+## 2) Network access
+- Preferred: Tailscale private access.
+- Run app on local host machine; share via tailnet only.
+- Restrict OS firewall to Tailscale interface where possible.
+
+## 3) TLS/HTTPS
+- If app is exposed beyond tailnet, place behind HTTPS reverse proxy (Caddy/Nginx/Traefik).
+- Do not expose raw HTTP directly to the internet.
+
+## 4) Accounts and auth
+- Keep invite-only user creation through admin settings.
+- Rotate temporary passwords after onboarding.
+- Disable/deactivate stale users.
+
+## 5) Backups and restore safety
+- Keep scheduled backups enabled.
+- Run backup verification after major updates.
+- Test restore in a non-primary copy before production restore.
+
+## 6) Operational monitoring
+- Review activity feed and audit log regularly.
+- Watch `429` responses as early abuse/misconfiguration signal.

backend/requirements.txt

@@ -0,0 +1,11 @@
+fastapi==0.109.2
+uvicorn[standard]==0.27.1
+sqlalchemy==2.0.27
+alembic==1.13.1
+pydantic==2.6.1
+pydantic-settings==2.1.0
+python-jose[cryptography]==3.3.0
+passlib[bcrypt]==1.7.4
+python-multipart==0.0.9
+aiofiles==23.2.1
+httpx==0.27.0

data/backups/fundraising_state_auto_20260226T224242Z.json

@@ -0,0 +1,280 @@
+{
+  "backup_at": "2026-02-26T22:42:42.728148Z",
+  "version": 1,
+  "updated_at": "2026-02-26 22:42:42",
+  "grid": {
+    "columns": [
+      {
+        "id": "investor_name",
+        "label": "Investor Name",
+        "type": "text",
+        "width": 220
+      },
+      {
+        "id": "contacts",
+        "label": "Contacts",
+        "type": "contacts",
+        "width": 260
+      },
+      {
+        "id": "notes",
+        "label": "Notes / Communication / Outreach",
+        "type": "longtext",
+        "width": 420
+      },
+      {
+        "id": "priority",
+        "label": "Priority",
+        "type": "checkbox",
+        "width": 110
+      },
+      {
+        "id": "follow_up",
+        "label": "Follow up",
+        "type": "checkbox",
+        "width": 110
+      },
+      {
+        "id": "lead",
+        "label": "Lead",
+        "type": "select",
+        "options": [
+          "JK",
+          "Grant",
+          "MB",
+          "Parker",
+          "Other"
+        ],
+        "width": 130
+      },
+      {
+        "id": "graveyard",
+        "label": "Graveyard",
+        "type": "checkbox",
+        "width": 115
+      },
+      {
+        "id": "longshot_followup",
+        "label": "Longshot Followup",
+        "type": "checkbox",
+        "width": 155
+      },
+      {
+        "id": "fund_i",
+        "label": "Fund I",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "fund_ii",
+        "label": "Fund II",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "fund_iii",
+        "label": "Fund III",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "tactical_fund",
+        "label": "Tactical Fund",
+        "type": "currency",
+        "isFund": true,
+        "width": 140
+      },
+      {
+        "id": "pawn_to_e4",
+        "label": "Pawn to E4",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "ten31_terahash",
+        "label": "Ten31 Terahash",
+        "type": "currency",
+        "isFund": true,
+        "width": 150
+      },
+      {
+        "id": "sats_and_stats",
+        "label": "Sats and Stats",
+        "type": "currency",
+        "isFund": true,
+        "width": 140
+      },
+      {
+        "id": "pawn_to_f4",
+        "label": "Pawn to f4",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "join_the_fold",
+        "label": "Join the Fold",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "total_invested",
+        "label": "Total invested",
+        "type": "rollup",
+        "readOnly": true,
+        "width": 150
+      },
+      {
+        "id": "tactical_fund_commit_date",
+        "label": "Tactical Fund Commit Date",
+        "type": "date",
+        "width": 180
+      }
+    ],
+    "rows": [
+      {
+        "id": "inv-1",
+        "investor_name": "Caprock / Grey Street",
+        "contacts": [
+          {
+            "name": "Jeffrey Friedstein",
+            "email": "jeffrey@example.com",
+            "title": "",
+            "city": "New York City",
+            "state": "NY",
+            "country": "USA",
+            "location_query": "New York City"
+          },
+          {
+            "name": "Jay P",
+            "email": "jay@example.com",
+            "title": "Analyst",
+            "city": "",
+            "state": "",
+            "country": "",
+            "location_query": ""
+          }
+        ],
+        "notes": "Intro from Alan Handler. Potentially interested in Strike.",
+        "priority": true,
+        "follow_up": true,
+        "lead": "JK",
+        "graveyard": false,
+        "longshot_followup": false,
+        "fund_i": 0,
+        "fund_ii": 2500000,
+        "fund_iii": 0,
+        "tactical_fund": 0,
+        "pawn_to_e4": 0,
+        "ten31_terahash": 0,
+        "sats_and_stats": 0,
+        "pawn_to_f4": 0,
+        "join_the_fold": 0,
+        "tactical_fund_commit_date": ""
+      },
+      {
+        "id": "inv-2",
+        "investor_name": "Comer Family Office",
+        "contacts": [
+          {
+            "name": "Michael O'Shaughnessy",
+            "email": "mike@example.com",
+            "title": "",
+            "city": "Austin",
+            "state": "TX",
+            "country": "USA",
+            "location_query": "Austin"
+          }
+        ],
+        "notes": "Met in Austin. Wants updates in Q2.",
+        "priority": false,
+        "follow_up": true,
+        "lead": "Grant",
+        "graveyard": false,
+        "longshot_followup": true,
+        "fund_i": 0,
+        "fund_ii": 1000000,
+        "fund_iii": 0,
+        "tactical_fund": 500000,
+        "pawn_to_e4": 0,
+        "ten31_terahash": 0,
+        "sats_and_stats": 0,
+        "pawn_to_f4": 0,
+        "join_the_fold": 0,
+        "tactical_fund_commit_date": "2026-03-15"
+      }
+    ]
+  },
+  "views": [
+    {
+      "id": "view-main",
+      "name": "Main Fundraising",
+      "filters": {
+        "includeGraveyard": false,
+        "followUpOnly": false,
+        "longshotOnly": false,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    },
+    {
+      "id": "view-followup",
+      "name": "Follow-up List",
+      "filters": {
+        "includeGraveyard": false,
+        "followUpOnly": true,
+        "longshotOnly": false,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    },
+    {
+      "id": "view-longshot",
+      "name": "Longshot Followup",
+      "filters": {
+        "includeGraveyard": false,
+        "followUpOnly": false,
+        "longshotOnly": true,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    },
+    {
+      "id": "view-graveyard",
+      "name": "Graveyard",
+      "filters": {
+        "includeGraveyard": true,
+        "followUpOnly": false,
+        "longshotOnly": false,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    },
+    {
+      "id": "view-all",
+      "name": "All Investors",
+      "filters": {
+        "includeGraveyard": true,
+        "followUpOnly": false,
+        "longshotOnly": false,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    }
+  ]
+}

data/backups/fundraising_state_auto_20260227T164214Z.json

@@ -0,0 +1,210 @@
+{
+  "backup_at": "2026-02-27T16:42:14.902533Z",
+  "version": 1,
+  "updated_at": "2026-02-27 16:42:14",
+  "grid": {
+    "columns": [
+      {
+        "id": "investor_name",
+        "label": "Investor Name",
+        "type": "text",
+        "width": 220
+      },
+      {
+        "id": "contacts",
+        "label": "Contacts",
+        "type": "contacts",
+        "width": 260
+      },
+      {
+        "id": "log_action",
+        "label": "Log",
+        "type": "action",
+        "readOnly": true,
+        "width": 90
+      },
+      {
+        "id": "notes",
+        "label": "Notes / Communication / Outreach",
+        "type": "longtext",
+        "width": 420
+      },
+      {
+        "id": "notes_last_modified",
+        "label": "Notes Last Modified",
+        "type": "date",
+        "readOnly": true,
+        "width": 180
+      },
+      {
+        "id": "last_communication_date",
+        "label": "Last Communication Date",
+        "type": "date",
+        "readOnly": true,
+        "width": 195
+      },
+      {
+        "id": "priority",
+        "label": "Priority",
+        "type": "checkbox",
+        "width": 110
+      },
+      {
+        "id": "follow_up",
+        "label": "Follow up",
+        "type": "checkbox",
+        "width": 110
+      },
+      {
+        "id": "lead",
+        "label": "Lead",
+        "type": "select",
+        "options": [
+          "JK",
+          "Grant",
+          "MB",
+          "Parker",
+          "Other"
+        ],
+        "width": 130
+      },
+      {
+        "id": "graveyard",
+        "label": "Graveyard",
+        "type": "checkbox",
+        "width": 115
+      },
+      {
+        "id": "fund_i",
+        "label": "Fund I",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "fund_ii",
+        "label": "Fund II",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "fund_iii",
+        "label": "Fund III",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "tactical_fund",
+        "label": "Tactical Fund",
+        "type": "currency",
+        "isFund": true,
+        "width": 140
+      },
+      {
+        "id": "pawn_to_e4",
+        "label": "Pawn to E4",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "ten31_terahash",
+        "label": "Ten31 Terahash",
+        "type": "currency",
+        "isFund": true,
+        "width": 150
+      },
+      {
+        "id": "sats_and_stats",
+        "label": "Sats and Stats",
+        "type": "currency",
+        "isFund": true,
+        "width": 140
+      },
+      {
+        "id": "pawn_to_f4",
+        "label": "Pawn to f4",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "join_the_fold",
+        "label": "Join the Fold",
+        "type": "currency",
+        "isFund": true,
+        "width": 130
+      },
+      {
+        "id": "total_invested",
+        "label": "Total invested",
+        "type": "rollup",
+        "readOnly": true,
+        "width": 150
+      },
+      {
+        "id": "tactical_fund_commit_date",
+        "label": "Tactical Fund Commit Date",
+        "type": "date",
+        "width": 180
+      }
+    ],
+    "rows": []
+  },
+  "views": [
+    {
+      "id": "view-main",
+      "name": "Main Fundraising",
+      "filters": {
+        "includeGraveyard": false,
+        "graveyardOnly": false,
+        "followUpOnly": false,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    },
+    {
+      "id": "view-followup",
+      "name": "Follow-up List",
+      "filters": {
+        "includeGraveyard": false,
+        "graveyardOnly": false,
+        "followUpOnly": true,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    },
+    {
+      "id": "view-graveyard",
+      "name": "Graveyard",
+      "filters": {
+        "includeGraveyard": true,
+        "graveyardOnly": true,
+        "followUpOnly": false,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    },
+    {
+      "id": "view-all",
+      "name": "All Investors",
+      "filters": {
+        "includeGraveyard": true,
+        "graveyardOnly": false,
+        "followUpOnly": false,
+        "lead": ""
+      },
+      "quickSearch": "",
+      "hiddenColumns": [],
+      "columnFilters": []
+    }
+  ]
+}

frontend/assets/ten31-favicon.svg

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" role="img" aria-label="Ten31">
+  <rect x="2" y="2" width="60" height="60" rx="8" fill="#0b1118" stroke="#ffffff" stroke-width="2"/>
+  <text x="32" y="41" text-anchor="middle" fill="#ffffff" font-size="24" font-weight="700" font-family="Georgia, 'Times New Roman', serif">T31</text>
+</svg>

frontend/assets/ten31-logo-white.svg

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<svg id="Layer_1" data-name="Layer 1" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 722.69 280.85">
+  <defs>
+    <style>
+      .cls-1 {
+        font-family: LTCGoudyOldstylePro-Bold, 'LTC Goudy Oldstyle Pro';
+        font-size: 192px;
+        font-weight: 700;
+      }
+
+      .cls-1, .cls-2, .cls-3 {
+        fill: #fff;
+      }
+
+      .cls-2, .cls-4 {
+        stroke-width: 3px;
+      }
+
+      .cls-2, .cls-4, .cls-3 {
+        stroke: #fff;
+        stroke-miterlimit: 10;
+      }
+
+      .cls-4 {
+        fill: none;
+      }
+
+      .cls-5 {
+        letter-spacing: -.06em;
+      }
+    </style>
+  </defs>
+  <text class="cls-1" transform="translate(120.54 208.45)"><tspan class="cls-5" x="0" y="0">T</tspan><tspan x="120.96" y="0">en31</tspan></text>
+  <g>
+    <polygon class="cls-3" points="95.52 140.42 54.54 154.4 54.54 126.45 95.52 140.42"/>
+    <line class="cls-2" x1="0" y1="140.42" x2="60.54" y2="140.42"/>
+  </g>
+  <rect class="cls-4" x="97.1" y="1.5" width="527.95" height="277.85"/>
+  <g>
+    <polygon class="cls-3" points="721.15 140.42 680.16 154.4 680.16 126.45 721.15 140.42"/>
+    <line class="cls-2" x1="625.62" y1="140.42" x2="686.16" y2="140.42"/>
+  </g>
+</svg>

scripts/backup.sh

@@ -0,0 +1,48 @@
+#!/bin/bash
+# ═══════════════════════════════════════════════════════════════
+#  Venture Fund CRM — Database Backup Script
+# ═══════════════════════════════════════════════════════════════
+#
+#  Usage:
+#    ./scripts/backup.sh                    # Backup to ./backups/
+#    ./scripts/backup.sh /path/to/backups   # Backup to custom dir
+#
+#  Automate with cron:
+#    crontab -e
+#    0 2 * * * /path/to/venture-crm/scripts/backup.sh >> /var/log/crm-backup.log 2>&1
+#
+# ═══════════════════════════════════════════════════════════════
+
+set -e
+
+SCRIPT_DIR="$(cd "$(dirname "$0")" && pwd)"
+PROJECT_DIR="$(dirname "$SCRIPT_DIR")"
+DB_PATH="$PROJECT_DIR/data/crm.db"
+BACKUP_DIR="${1:-$PROJECT_DIR/backups}"
+TIMESTAMP=$(date +%Y%m%d_%H%M%S)
+BACKUP_FILE="$BACKUP_DIR/crm_backup_$TIMESTAMP.db"
+
+# Create backup directory
+mkdir -p "$BACKUP_DIR"
+
+if [ ! -f "$DB_PATH" ]; then
+    echo "ERROR: Database not found at $DB_PATH"
+    exit 1
+fi
+
+# Use SQLite's backup command for a safe, consistent backup
+# This works even if the server is running
+sqlite3 "$DB_PATH" ".backup '$BACKUP_FILE'"
+
+# Get file size
+SIZE=$(du -h "$BACKUP_FILE" | cut -f1)
+
+echo "[$(date '+%Y-%m-%d %H:%M:%S')] Backup created: $BACKUP_FILE ($SIZE)"
+
+# Clean up old backups (keep last 30)
+BACKUP_COUNT=$(ls -1 "$BACKUP_DIR"/crm_backup_*.db 2>/dev/null | wc -l)
+if [ "$BACKUP_COUNT" -gt 30 ]; then
+    REMOVE_COUNT=$((BACKUP_COUNT - 30))
+    ls -1t "$BACKUP_DIR"/crm_backup_*.db | tail -n "$REMOVE_COUNT" | xargs rm -f
+    echo "  Cleaned up $REMOVE_COUNT old backup(s). Keeping last 30."
+fi

scripts/create_user.py

@@ -0,0 +1,71 @@
+#!/usr/bin/env python3
+"""Create a new user for the Venture Fund CRM."""
+
+import sys
+import os
+import getpass
+
+# Add parent directory to path
+sys.path.insert(0, os.path.join(os.path.dirname(os.path.abspath(__file__)), '..', 'backend'))
+from server import get_db, hash_password, generate_id, init_db
+
+def main():
+    init_db()
+
+    print("\n  Create New CRM User")
+    print("  " + "=" * 30 + "\n")
+
+    username = input("  Username: ").strip()
+    if not username:
+        print("  Error: Username required")
+        sys.exit(1)
+
+    email = input("  Email: ").strip()
+    if not email:
+        print("  Error: Email required")
+        sys.exit(1)
+
+    full_name = input("  Full Name: ").strip()
+    if not full_name:
+        print("  Error: Full name required")
+        sys.exit(1)
+
+    password = getpass.getpass("  Password: ")
+    if len(password) < 6:
+        print("  Error: Password must be at least 6 characters")
+        sys.exit(1)
+
+    confirm = getpass.getpass("  Confirm Password: ")
+    if password != confirm:
+        print("  Error: Passwords don't match")
+        sys.exit(1)
+
+    role = input("  Role (admin/manager/member) [member]: ").strip() or "member"
+    if role not in ['admin', 'manager', 'member']:
+        print("  Error: Invalid role")
+        sys.exit(1)
+
+    conn = get_db()
+
+    # Check for existing
+    existing = conn.execute("SELECT id FROM users WHERE username = ? OR email = ?",
+                            (username, email)).fetchone()
+    if existing:
+        print(f"\n  Error: User with that username or email already exists")
+        conn.close()
+        sys.exit(1)
+
+    user_id = generate_id()
+    conn.execute("""
+        INSERT INTO users (id, username, email, password_hash, full_name, role)
+        VALUES (?, ?, ?, ?, ?, ?)
+    """, (user_id, username, email, hash_password(password), full_name, role))
+    conn.commit()
+    conn.close()
+
+    print(f"\n  User '{username}' created successfully!")
+    print(f"  Role: {role}")
+    print(f"  ID: {user_id}\n")
+
+if __name__ == "__main__":
+    main()

scripts/reset_password.py

@@ -0,0 +1,47 @@
+#!/usr/bin/env python3
+"""Reset a user's password in the Venture Fund CRM."""
+
+import sys
+import os
+import getpass
+
+sys.path.insert(0, os.path.join(os.path.dirname(os.path.abspath(__file__)), '..', 'backend'))
+from server import get_db, hash_password
+
+def main():
+    print("\n  Reset User Password")
+    print("  " + "=" * 30 + "\n")
+
+    username = input("  Username: ").strip()
+    if not username:
+        print("  Error: Username required")
+        sys.exit(1)
+
+    conn = get_db()
+    user = conn.execute("SELECT id, full_name FROM users WHERE username = ?", (username,)).fetchone()
+    if not user:
+        print(f"  Error: User '{username}' not found")
+        conn.close()
+        sys.exit(1)
+
+    print(f"  Found user: {user['full_name']}")
+
+    password = getpass.getpass("  New Password: ")
+    if len(password) < 6:
+        print("  Error: Password must be at least 6 characters")
+        sys.exit(1)
+
+    confirm = getpass.getpass("  Confirm Password: ")
+    if password != confirm:
+        print("  Error: Passwords don't match")
+        sys.exit(1)
+
+    conn.execute("UPDATE users SET password_hash = ? WHERE id = ?",
+                 (hash_password(password), user['id']))
+    conn.commit()
+    conn.close()
+
+    print(f"\n  Password reset successfully for '{username}'!\n")
+
+if __name__ == "__main__":
+    main()

start.sh

@@ -0,0 +1,34 @@
+#!/bin/bash
+# ═══════════════════════════════════════════════════════════════
+#  Venture Fund CRM — Start Script
+# ═══════════════════════════════════════════════════════════════
+#
+#  Usage:
+#    ./start.sh              # Start on default port 8080
+#    ./start.sh 3000         # Start on custom port
+#    CRM_HOST=0.0.0.0 ./start.sh   # Bind to all interfaces (for LAN access)
+#
+# ═══════════════════════════════════════════════════════════════
+
+set -e
+
+SCRIPT_DIR="$(cd "$(dirname "$0")" && pwd)"
+PORT="${1:-${CRM_PORT:-8080}}"
+
+export CRM_PORT="$PORT"
+export CRM_HOST="${CRM_HOST:-0.0.0.0}"
+
+echo ""
+echo "  ╔══════════════════════════════════════════╗"
+echo "  ║       Venture Fund CRM                   ║"
+echo "  ╚══════════════════════════════════════════╝"
+echo ""
+echo "  Starting server on port $PORT..."
+echo "  Local:   http://localhost:$PORT"
+echo "  Network: http://$(hostname -I 2>/dev/null | awk '{print $1}' || echo 'your-ip'):$PORT"
+echo ""
+echo "  Press Ctrl+C to stop"
+echo ""
+
+cd "$SCRIPT_DIR"
+python3 backend/server.py

start9/0.3.5/DEPLOY_035.md

@@ -0,0 +1,33 @@
+# Deploy on StartOS 0.3.5 (Raspberry Pi)
+
+## 1) Build the package on your Mac
+```bash
+cd /Users/macpro/Projects/CRM
+make -C start9/0.3.5 package
+```
+
+This creates:
+- `start9/0.3.5/image.tar`
+- `start9/0.3.5/ten31-database.s9pk`
+
+## 2) Upload package to StartOS
+1. Open StartOS web UI.
+2. Go to Services -> Sideload Package (or equivalent 0.3.5 menu).
+3. Upload `ten31-database.s9pk`.
+4. Install and start the service.
+
+## 3) First run
+1. Open the service UI.
+2. Create first admin account on the login screen.
+3. In Settings, run one manual backup immediately.
+
+## 4) Data persistence contract
+- App DB path: `/data/crm.db`
+- Backup path: `/data/backups`
+
+Because these are in the persistent service volume, app restarts/upgrades do not erase data.
+
+## 5) Before any upgrade/migration
+1. Run manual backup in-app.
+2. Export fundraising state in-app.
+3. Keep both files off-device as recovery copy.

start9/0.3.5/Dockerfile

@@ -0,0 +1,25 @@
+FROM python:3.11-slim
+
+ENV PYTHONDONTWRITEBYTECODE=1 \
+    PYTHONUNBUFFERED=1 \
+    CRM_ENV=production \
+    CRM_HOST=0.0.0.0 \
+    CRM_PORT=8080 \
+    CRM_DATA_DIR=/data \
+    CRM_FRONTEND_DIR=/app/frontend
+
+WORKDIR /app
+
+RUN apt-get update \
+  && apt-get install -y --no-install-recommends ca-certificates curl \
+  && rm -rf /var/lib/apt/lists/*
+
+COPY backend/server.py /app/backend/server.py
+COPY frontend /app/frontend
+COPY start9/0.3.5/docker_entrypoint.sh /usr/local/bin/docker_entrypoint.sh
+COPY start9/0.3.5/healthcheck.sh /usr/local/bin/healthcheck.sh
+
+RUN chmod +x /usr/local/bin/docker_entrypoint.sh /usr/local/bin/healthcheck.sh
+
+EXPOSE 8080
+ENTRYPOINT ["/usr/local/bin/docker_entrypoint.sh"]

start9/0.3.5/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 Ten31
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

start9/0.3.5/Makefile

@@ -0,0 +1,23 @@
+PKG_ID := ten-database
+PKG_VERSION := 0.1.0.1
+REPO_ROOT := $(abspath ../..)
+WRAPPER_DIR := $(CURDIR)
+IMAGE_NAME := start9/$(PKG_ID)/main:$(PKG_VERSION)
+
+.PHONY: image-arm package verify clean
+
+image-arm:
+	docker buildx build --platform=linux/arm64 \
+		-f $(WRAPPER_DIR)/Dockerfile \
+		-t $(IMAGE_NAME) \
+		-o type=docker,dest=$(WRAPPER_DIR)/image.tar \
+		$(REPO_ROOT)
+
+package: image-arm
+	start-sdk pack
+
+verify:
+	start-sdk verify s9pk $(PKG_ID).s9pk
+
+clean:
+	rm -f $(WRAPPER_DIR)/image.tar $(WRAPPER_DIR)/$(PKG_ID).s9pk

start9/0.3.5/README.md

@@ -0,0 +1,23 @@
+# Start9 Wrapper (0.3.5)
+
+This directory contains the StartOS 0.3.5 package wrapper for Ten31 Database.
+
+## Build prerequisites
+- Docker with buildx
+- `start-sdk` installed on build machine
+
+## Build package
+```bash
+cd /Users/macpro/Projects/CRM
+make -C start9/0.3.5 package
+```
+
+## Verify package
+```bash
+cd /Users/macpro/Projects/CRM
+make -C start9/0.3.5 verify
+```
+
+## Outputs
+- `start9/0.3.5/image.tar`
+- `start9/0.3.5/ten-database.s9pk`

start9/0.3.5/docker_entrypoint.sh

@@ -0,0 +1,20 @@
+#!/bin/sh
+set -eu
+
+DATA_DIR="${CRM_DATA_DIR:-/data}"
+SECRET_FILE="$DATA_DIR/.crm-secret"
+
+mkdir -p "$DATA_DIR" "$DATA_DIR/backups"
+
+if [ -z "${CRM_SECRET_KEY:-}" ]; then
+  if [ -f "$SECRET_FILE" ]; then
+    CRM_SECRET_KEY="$(cat "$SECRET_FILE")"
+  else
+    CRM_SECRET_KEY="$(head -c 48 /dev/urandom | base64 | tr -d '\n' | tr '/+' 'ab')"
+    printf '%s' "$CRM_SECRET_KEY" > "$SECRET_FILE"
+    chmod 600 "$SECRET_FILE"
+  fi
+  export CRM_SECRET_KEY
+fi
+
+exec python3 /app/backend/server.py

start9/0.3.5/healthcheck.sh

@@ -0,0 +1,5 @@
+#!/bin/sh
+set -eu
+
+PORT="${CRM_PORT:-8080}"
+curl -fsS "http://127.0.0.1:${PORT}/api/health" >/dev/null

start9/0.3.5/instructions.md

@@ -0,0 +1,24 @@
+# Ten31 Database (StartOS 0.3.5)
+
+## What this package does
+- Runs Ten31 Database as a private web app.
+- Persists all data under the StartOS service volume (`/data`).
+- Exposes web UI/API on internal port `8080`.
+
+## First launch
+1. Open the service UI from StartOS.
+2. If this is a fresh install, create the first admin account from the login screen.
+3. Go to Settings and run a manual backup once.
+
+## Airtable migration
+1. Open Settings -> Migration.
+2. Choose "Import from Airtable CSV".
+3. Confirm row/column mappings before final import.
+
+## Data safety
+- Database path in container: `/data/crm.db`.
+- Backups path in container: `/data/backups/`.
+- Before StartOS or package upgrades, run a backup and export from Settings.
+
+## Upgrade note
+This 0.3.5 wrapper keeps app/runtime files separate from data volume so migration to a future 0.4 wrapper can preserve the same data directory layout.

start9/0.3.5/manifest.yaml

@@ -0,0 +1,95 @@
+id: ten-database
+title: Ten31 Database
+version: 0.1.0.1
+release-notes: >-
+  Initial StartOS 0.3.5 package wrapper for Ten31 Database.
+license: MIT
+wrapper-repo: https://github.com/ten31/ten31-database-startos
+upstream-repo: https://github.com/ten31/ten31-database
+support-site: https://github.com/ten31/ten31-database/issues
+marketing-site: https://ten31.vc
+build: ["make image-arm"]
+min-os-version: 0.3.5
+
+description:
+  short: Self-hosted investor and fundraising database for Ten31.
+  long: >-
+    Ten31 Database is an Airtable-style investor CRM with fundraising grid,
+    communications logging, views, backups, and CSV import. This package stores
+    all runtime data in the service volume for upgrade-safe persistence.
+
+assets:
+  license: LICENSE
+  icon: icon.png
+  instructions: instructions.md
+  docker-images: image.tar
+
+main:
+  type: docker
+  image: main
+  entrypoint: docker_entrypoint.sh
+  args: []
+  mounts:
+    main: /data
+
+health-checks:
+  main:
+    name: API health
+    success-message: CRM API is responding.
+    type: docker
+    image: main
+    entrypoint: healthcheck.sh
+    args: []
+    inject: true
+
+config: ~
+dependencies: {}
+
+volumes:
+  main:
+    type: data
+
+interfaces:
+  main:
+    name: Web Interface
+    description: Browser UI and API for Ten31 Database.
+    tor-config:
+      port-mapping:
+        80: "8080"
+    lan-config:
+      8080:
+        ssl: false
+        internal: 8080
+    ui: true
+    protocols: [http]
+
+backup:
+  create:
+    type: docker
+    image: main
+    system: false
+    entrypoint: sh
+    args:
+      - -c
+      - |
+        set -eu
+        rm -rf /backup/*
+        cp -a /data/. /backup/
+    mounts:
+      main: /data
+      backup: /backup
+  restore:
+    type: docker
+    image: main
+    system: false
+    entrypoint: sh
+    args:
+      - -c
+      - |
+        set -eu
+        cp -a /backup/. /data/
+    mounts:
+      main: /data
+      backup: /backup
+
+actions: {}

start9/0.4/README.md

@@ -0,0 +1,9 @@
+# Start9 Wrapper (0.4 placeholder)
+
+This directory is reserved for the StartOS 0.4 package wrapper.
+
+Migration plan from 0.3.5:
+1. Keep package id stable (`ten-database`) if StartOS migration path allows.
+2. Keep mounted data directory contract unchanged (`/data/crm.db`, `/data/backups`).
+3. Rebuild wrapper files against 0.4 packaging spec and verify with current start-sdk.
+4. Test upgrade on a staging node using production backup restore before live cutover.

start_beta.sh

@@ -0,0 +1,62 @@
+#!/bin/bash
+# Private beta launcher (Tailscale-first)
+# Usage: ./start_beta.sh [port]
+
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "$0")" && pwd)"
+PORT="${1:-${CRM_PORT:-8080}}"
+ENV_FILE="${CRM_ENV_FILE:-$SCRIPT_DIR/.env.beta}"
+
+if [ -f "$ENV_FILE" ]; then
+  # shellcheck disable=SC1090
+  set -a
+  . "$ENV_FILE"
+  set +a
+else
+  echo "ERROR: Missing $ENV_FILE"
+  echo "Copy .env.beta.example to .env.beta and fill values first."
+  exit 1
+fi
+
+if [ -z "${CRM_SECRET_KEY:-}" ]; then
+  echo "ERROR: CRM_SECRET_KEY is required for beta/prod mode."
+  exit 1
+fi
+
+if [ "${#CRM_SECRET_KEY}" -lt 24 ]; then
+  echo "ERROR: CRM_SECRET_KEY is too short. Use at least 24+ chars."
+  exit 1
+fi
+
+export CRM_ENV="production"
+export CRM_PORT="$PORT"
+export CRM_HOST="0.0.0.0"
+
+TAILSCALE_IP=""
+if command -v tailscale >/dev/null 2>&1; then
+  TAILSCALE_IP="$(tailscale ip -4 2>/dev/null | head -n 1 || true)"
+fi
+
+if [ -z "${CRM_CORS_ORIGIN:-}" ]; then
+  if [ -n "$TAILSCALE_IP" ]; then
+    export CRM_CORS_ORIGIN="http://$TAILSCALE_IP:$PORT"
+  else
+    export CRM_CORS_ORIGIN="*"
+  fi
+fi
+
+echo ""
+echo "  Venture CRM - Private Beta"
+echo "  Mode:     $CRM_ENV"
+echo "  Port:     $PORT"
+echo "  CORS:     ${CRM_CORS_ORIGIN}"
+if [ -n "$TAILSCALE_IP" ]; then
+  echo "  Tailscale URL: http://$TAILSCALE_IP:$PORT"
+else
+  echo "  Tailscale IP not detected. Run: tailscale ip -4"
+fi
+echo ""
+
+cd "$SCRIPT_DIR"
+python3 backend/server.py

venture-crm-prompt.md

@@ -0,0 +1,258 @@
+# Venture Fund CRM — Project Context for Claude
+
+You are continuing development on a self-hosted CRM system for a venture fund. Below is everything you need to know about what has been built, how it works, and what comes next.
+
+---
+
+## Business Context
+
+- **Fund:** ~$200M AUM, currently fundraising for Fund II
+- **Users:** Team of 5 people, accessing via browser on local network or remotely via Tailscale VPN
+- **Current LPs:** 150 investors
+- **Prospects:** 250+ being tracked
+- **Migrating from:** Airtable (CSV exports available)
+- **Core goals:**
+  1. Eliminate sensitive LP/prospect data from third-party servers (Airtable, CRMs)
+  2. Stop paying monthly subscription costs
+  3. Purpose-built tool for fundraising workflow: managing existing investors, tracking new prospects, raising capital
+- **User:** Grant (grant@ten31.xyz)
+
+---
+
+## What Has Been Built (Sprint 1 — Complete)
+
+A fully functional prototype with backend API, frontend UI, demo data, and utility scripts. Everything runs locally with zero external dependencies beyond two Python packages.
+
+### Tech Stack (Actual — differs from original plan)
+
+The original plan called for FastAPI + SQLAlchemy + separate React build, but the build environment lacked pip/npm access. The stack was adapted to:
+
+- **Backend:** Python 3 stdlib HTTP server + `sqlite3` + `bcrypt` + `PyJWT` — single file, no framework
+- **Database:** SQLite with WAL mode (concurrent reads, serialized writes — fine for 5 users)
+- **Frontend:** Single self-contained HTML file loading React 18 + Babel from CDN (unpkg)
+- **Deployment:** Run `python3 backend/server.py` — serves both API and frontend on port 8080
+- **Remote access:** Tailscale mesh VPN (each device gets a private IP, peer-to-peer encrypted)
+
+### Project Structure
+
+```
+venture-crm/
+├── backend/
+│   ├── server.py              # Complete API server (1,873 lines)
+│   └── requirements.txt       # bcrypt, PyJWT (for reference)
+├── frontend/
+│   └── index.html             # Complete React SPA (2,982 lines)
+├── data/
+│   └── crm.db                 # SQLite database (created on first run)
+├── scripts/
+│   ├── create_user.py         # CLI tool to add users
+│   ├── reset_password.py      # CLI tool to reset passwords
+│   └── backup.sh              # Database backup with 30-day retention
+└── start.sh                   # Launch script
+```
+
+### Database Schema
+
+All tables use TEXT primary keys (8-char UUIDs). The database is at `data/crm.db`.
+
+**Tables:**
+- `users` — id, username, email, password_hash, full_name, role (admin/manager/member), is_active
+- `contacts` — id, first_name, last_name, email, phone, mobile, title, organization_id (FK), contact_type (investor/prospect/advisor/other), status, source, tags (JSON), notes, linkedin_url, preferred_contact, created_by (FK)
+- `organizations` — id, name, type, industry, website, phone, email, address, city, state, country, description, tags (JSON), created_by (FK)
+- `opportunities` — id, name, contact_id (FK), organization_id (FK), stage (lead/outreach/meeting/due_diligence/committed/funded), commitment_amount, expected_amount, probability, expected_close_date, fund_name, description, next_step, owner_id (FK), priority (low/medium/high), lost_reason
+- `communications` — id, contact_id (FK), opportunity_id (FK), type (email/call/meeting/note/text), subject, body, communication_date, duration_minutes, outcome, next_action, next_action_date, attendees (JSON), created_by (FK)
+- `lp_profiles` — id, contact_id (FK, unique), commitment_amount, funded_amount, commitment_date, fund_name, investor_type, accredited, legal_docs_signed, signed_date, wire_received, wire_date, k1_sent, preferred_communication, notes
+- `custom_fields` — id, name, entity_type, field_type, options (JSON), required, display_order
+- `custom_field_values` — id, custom_field_id (FK), entity_id, entity_type, value
+- `audit_log` — id, user_id (FK), entity_type, entity_id, action, changes (JSON), created_at
+- `tags` — id, name (unique), color
+
+**Key indexes:** contacts(contact_type, status, organization_id), opportunities(stage, owner_id, contact_id), communications(contact_id, communication_date), audit_log(entity_type, entity_id), lp_profiles(contact_id)
+
+### API Endpoints
+
+All endpoints except auth require `Authorization: Bearer <jwt_token>` header. Server runs at `http://0.0.0.0:8080`.
+
+**Auth:**
+- `POST /api/auth/login` — body: {username, password} → {token, user}
+- `POST /api/auth/register` — body: {username, password, email, full_name} → {token, user}
+
+**Contacts:**
+- `GET /api/contacts?type=&status=&search=&sort=&order=&limit=&offset=&organization_id=&tag=` → {data[], total, limit, offset}
+- `GET /api/contacts/:id` → {data: {contact + communications[], opportunities[], lp_profile}}
+- `POST /api/contacts` — full CRUD
+- `PUT /api/contacts/:id`
+- `DELETE /api/contacts/:id`
+
+**Organizations:**
+- `GET /api/organizations?search=&type=&limit=&offset=` → {data[], total}
+- `GET /api/organizations/:id` → {data: {org + contacts[], opportunities[]}}
+- `POST /api/organizations` — full CRUD
+- `PUT /api/organizations/:id`
+- `DELETE /api/organizations/:id`
+
+**Opportunities (Pipeline):**
+- `GET /api/opportunities?stage=&owner_id=&search=&priority=&fund_name=&limit=&offset=` → {data[], total}
+- `GET /api/opportunities/:id` → {data: {opp + communications[], stage_history[]}}
+- `POST /api/opportunities`
+- `PUT /api/opportunities/:id`
+- `PATCH /api/opportunities/:id/stage` — body: {stage} (logs stage change in audit)
+- `DELETE /api/opportunities/:id`
+
+**Communications:**
+- `GET /api/communications?contact_id=&type=&search=&limit=&offset=` → {data[], total}
+- `GET /api/contacts/:id/communications` → same as above, scoped to contact
+- `POST /api/communications`
+- `PUT /api/communications/:id`
+- `DELETE /api/communications/:id`
+
+**LP Profiles:**
+- `GET /api/lp-profiles?fund_name=&search=` → {data[], total}
+- `GET /api/lp-profiles/:id` → {data}
+- `POST /api/lp-profiles` — also sets contact type to 'investor'
+- `PUT /api/lp-profiles/:id`
+
+**Reports:**
+- `GET /api/reports/dashboard` → {metrics, pipeline_stages[], recent_communications[], upcoming_actions[], recent_stage_changes[]}
+- `GET /api/reports/pipeline` → {by_stage[], by_owner[], by_priority[]}
+- `GET /api/reports/lp-breakdown` → {lps[], summary, by_type[]}
+- `GET /api/reports/activity?days=30` → {by_user[], by_day[]}
+
+**Import/Export:**
+- `POST /api/import/csv` — body: {data: [...objects], entity_type, mapping: {csv_col: crm_field}, dry_run: bool}
+- `GET /api/export/contacts` → {data[]}
+
+**Other:**
+- `GET /api/tags` / `POST /api/tags`
+- `GET /api/users`
+- `GET /api/audit-log?entity_type=&entity_id=`
+- `GET /api/health`
+
+### Frontend Pages
+
+The frontend is a single HTML file with inline CSS (dark theme) and React via CDN. Pages:
+
+1. **Login** — username/password form, registration option
+2. **Dashboard** — KPI cards (Total LPs, Committed $, Pipeline Value, Active Opportunities, Prospects, Monthly Comms), pipeline stage visualization, recent communications, upcoming actions, recent stage changes
+3. **Contacts** — tabbed (All/Investors/Prospects), searchable sortable table, slide-over detail panel with communications timeline and opportunities, add/edit modal
+4. **Pipeline** — Kanban-style board (Lead → Outreach → Meeting → DD → Committed → Funded), stage summary bar with $ per stage, opportunity cards with stage selector, add/edit modal
+5. **Communications** — chronological list, filter by type/contact, log new communication form
+6. **LP Tracker** — summary cards (Total Committed, Funded, Avg Check, LP Count), table with status indicators (checkmarks) for docs/wire/K1
+7. **Import** — CSV paste/upload, preview table, field mapping interface, dry-run validation, execute import
+8. **Settings** — user profile, tag management
+
+### Demo Data (Seeded Automatically)
+
+On first run, the server seeds:
+- 2 users: `admin`/`admin123` (admin role), `grant`/`password` (admin role)
+- 8 organizations (Sovereign Wealth Holdings, Pacific Capital Partners, Northeast Pension Fund, Redwood Endowment, Atlas Family Office, Summit Insurance Group, Cascade Wealth Management, Blue Harbor Foundation)
+- 12 contacts (6 investors, 6 prospects)
+- 6 LP profiles totaling $83M committed (all Fund I, all fully funded)
+- 6 pipeline opportunities totaling $40M expected (Fund II prospects at various stages)
+- 8 communication records (emails, calls, meetings)
+- 6 tags (High Priority, Fund I LP, Fund II Prospect, Family Office, Institutional, Re-up Target)
+
+### How to Run
+
+```bash
+pip3 install bcrypt PyJWT
+cd venture-crm
+python3 backend/server.py
+# Open http://localhost:8080
+# Login: grant / password
+```
+
+### What Has Been Tested
+
+All API endpoints have been verified via curl:
+- Auth (login, register)
+- Contact CRUD + search
+- Organization CRUD
+- Opportunity CRUD + stage changes
+- Communication CRUD
+- LP profile CRUD
+- Dashboard, pipeline, LP breakdown reports
+- CSV import with dry-run and field mapping
+- Frontend serves correctly from the backend
+
+---
+
+## What Has NOT Been Built Yet (Remaining Sprints)
+
+### Sprint 2 items still needed:
+- Custom fields UI (backend schema exists but not wired to frontend forms)
+- Drag-and-drop on pipeline board (currently uses dropdown stage selector)
+
+### Sprint 3: Airtable Migration + Custom Fields
+- Custom field definition admin UI
+- Display custom fields on contact/opportunity forms
+- Actual Airtable data migration (import wizard exists but hasn't been used with real data)
+
+### Sprint 4: Reporting + Polish
+- Pipeline analytics (deal velocity, conversion rates between stages)
+- User activity report page
+- CSV export buttons on all reports
+- Bulk actions on contact list (tag multiple, assign, bulk export)
+- Automated daily backup via cron
+- Team setup documentation
+
+### Future Enhancements (discussed but not planned):
+- Email integration (auto-log emails via IMAP)
+- Calendar sync
+- Task assignments linked to opportunities
+- Bulk email with templates
+- Two-factor authentication
+- Advanced saved search filters
+- Audit trail UI page
+
+---
+
+## Architecture Decisions & Constraints
+
+1. **Single-file backend:** The Python server is one file (`server.py`) using stdlib `http.server`. No framework. This keeps deployment dead simple but means no middleware pattern, no auto-docs, no async. If the codebase grows significantly, consider migrating to FastAPI.
+
+2. **Single-file frontend:** The React app is one HTML file loading from CDN. No build step. This means no TypeScript, no tree-shaking, no code splitting. Babel compiles JSX in the browser. If the UI grows significantly, consider splitting into a proper Vite/React project.
+
+3. **SQLite WAL mode:** Handles 5 concurrent readers + 1 writer. Fine for this team size. If the team grows past 10-15, migrate to PostgreSQL.
+
+4. **No localStorage:** JWT token stored in React state only (memory). Page refresh = re-login. This is intentional for security.
+
+5. **8-char UUIDs:** Generated via `uuid.uuid4()[:8]`. Collision probability is negligible at this data scale.
+
+6. **Tailscale for remote access:** Server binds to 0.0.0.0. Tailscale gives each device a 100.x.x.x IP. No port forwarding, no public exposure.
+
+---
+
+## Key Files to Read
+
+When making changes, these are the files:
+
+- **`backend/server.py`** (1,873 lines) — ALL backend logic: database schema, auth, every API endpoint, seed data, server startup. Search for handler method names like `handle_list_contacts`, `handle_create_opportunity`, etc.
+
+- **`frontend/index.html`** (2,982 lines) — ALL frontend logic: CSS styles, React components, API client, every page. Search for component names like `Dashboard`, `ContactsPage`, `PipelinePage`, etc.
+
+- **`scripts/create_user.py`** — CLI to add team members
+- **`scripts/backup.sh`** — Database backup with rotation
+- **`start.sh`** — Launch script
+
+---
+
+## Common Modification Patterns
+
+**Adding a new field to contacts:**
+1. In `server.py`: add column to CREATE TABLE, add to INSERT/UPDATE in handler methods
+2. In `index.html`: add field to the contact form component and detail view
+3. Delete `data/crm.db` to recreate schema (or use sqlite3 ALTER TABLE)
+
+**Adding a new pipeline stage:**
+1. In `server.py`: add to `PIPELINE_STAGES` list
+2. In `index.html`: add to the stages array in the Pipeline component
+
+**Changing the color scheme:**
+1. In `index.html`: modify the CSS variables in the `<style>` tag (search for hex colors like `#0f172a`, `#1e293b`, `#6366f1`)
+
+**Adding a new API endpoint:**
+1. In `server.py`: add route matching in `do_GET`/`do_POST`/etc., then add handler method
+
+**Adding a new page:**
+1. In `index.html`: create a new component, add it to the navigation sidebar and the page router