outreach: follow-up radar — deterministic "needs attention" + one-click draft (v0.1.0:69)
The Outreach page now opens with a "Needs attention" list. A deterministic scan (outreach_agent.follow_up_radar) surfaces investors per the email history: tier 0 "you owe a reply" (their email is the most recent, unanswered, >=3d), tier 1 flagged + quiet, tier 2 warm lead gone quiet (no contact in >=45d). Most urgent first; every reason is verifiable from the data (no LLM in the surfacing — the deliberate fix for the trust problem that sank objection-grounding). Excludes graveyard; needs email history. One click sets the investor + suggested type (follow-up/nurture) and runs the existing outreach drafter. Route GET /api/outreach/radar. Test mcp/test_outreach.py extended (owe-reply/warm-quiet/recent/graveyard/order). Verified live in preview. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Keysat
@@ -22,6 +22,72 @@ OUTREACH_TYPES = {
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}
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def _days_between(then_iso, now_iso):
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from datetime import datetime
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try:
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a = datetime.strptime(str(then_iso)[:10], "%Y-%m-%d")
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b = datetime.strptime(str(now_iso)[:10], "%Y-%m-%d")
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return (b - a).days
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except Exception:
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return None
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def follow_up_radar(conn, our_addresses, now_iso, warm_days=45, limit=60):
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"""Deterministic scan: surface investors who need attention, each with a concrete,
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checkable reason (no LLM guesswork in the *surfacing*). Tiers, most urgent first:
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0 you owe a reply (their email is the most recent, unanswered)
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1 flagged for follow-up and quiet
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2 warm lead gone quiet (no contact in >= warm_days)
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"""
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own = {(a or "").lower() for a in (our_addresses or [])}
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try:
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rows = conn.execute("SELECT * FROM fundraising_investors").fetchall()
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except Exception:
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return []
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items = []
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for r in rows:
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d = dict(r)
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inv_id, name = d.get("id"), d.get("investor_name")
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if not inv_id:
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continue
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gv = d.get("graveyard")
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if gv and str(gv).strip().lower() not in ("", "0", "false", "no"):
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continue # buried leads are out of scope
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try:
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erows = conn.execute(
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"SELECT e.from_email, e.sent_at FROM emails e "
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"JOIN email_investor_links l ON l.email_id = e.id "
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"WHERE l.fundraising_investor_id = ? AND e.is_matched = 1 "
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"ORDER BY e.sent_at DESC LIMIT 50", (inv_id,)).fetchall()
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except Exception:
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erows = []
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if not erows:
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continue # no email history -> nothing to base a nudge on
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last = erows[0]
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days = _days_between(last["sent_at"], now_iso)
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if days is None:
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continue
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inbound_last = (last["from_email"] or "").lower() not in own # they emailed last
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ff = d.get("follow_up")
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flagged = bool(ff) and str(ff).strip().lower() not in ("", "0", "false", "no")
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reason, tier, suggested = None, None, "follow_up"
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if inbound_last and days >= 3:
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reason, tier, suggested = f"You owe a reply — they emailed {days} days ago", 0, "follow_up"
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elif flagged and days >= 14:
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reason, tier, suggested = f"Flagged for follow-up, quiet {days} days", 1, "follow_up"
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elif days >= warm_days and len(erows) >= 2:
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reason, tier, suggested = f"No contact in {days} days", 2, "nurture"
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if reason is None:
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continue
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if flagged and tier != 1:
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reason += " · flagged"
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items.append({"investor_id": inv_id, "name": name, "reason": reason,
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"days_since": days, "suggested_type": suggested, "tier": tier})
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items.sort(key=lambda x: (x["tier"], -x["days_since"]))
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return items[:limit]
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def _context(conn, investor_id):
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"""Assemble the recipient's context: CRM notes + recent matched email with them.
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Returns (investor_name, context_text) or (None, None)."""
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@@ -55,6 +55,43 @@ def main():
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check(set(["intro", "follow_up", "fund_update", "meeting_follow_up", "nurture"]) <= set(oa.OUTREACH_TYPES),
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"outreach types catalogue present")
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# ── follow-up radar ──
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rc = sqlite3.connect(os.path.join(tempfile.mkdtemp(), "radar.db"))
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rc.row_factory = sqlite3.Row
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rc.executescript("""
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CREATE TABLE fundraising_investors (id TEXT PRIMARY KEY, investor_name TEXT, follow_up TEXT, graveyard TEXT);
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CREATE TABLE emails (id TEXT PRIMARY KEY, from_email TEXT, sent_at TEXT, is_matched INT);
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CREATE TABLE email_investor_links (id TEXT, email_id TEXT, fundraising_investor_id TEXT);
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""")
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rc.executemany("INSERT INTO fundraising_investors (id,investor_name,follow_up,graveyard) VALUES (?,?,?,?)", [
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("owe", "Owe Reply LP", None, None), # they emailed last, 5d ago -> tier 0
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("warm", "Warm Quiet LP", None, None), # we emailed last, 60d ago -> tier 2
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("fresh", "Fresh LP", None, None), # we emailed 4d ago -> not surfaced
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("buried", "Buried LP", None, "1"), # graveyard -> excluded
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])
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OURS = "grant@ten31.xyz"
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em = [
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("o1", "lp@owe.example", "2026-06-04T10:00:00", "owe"), # inbound, 5 days before 06-09
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("w1", OURS, "2026-04-10T10:00:00", "warm"), # outbound, ~60 days
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("w0", "lp@warm.example", "2026-04-01T10:00:00", "warm"), # 2nd email for history
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("f1", OURS, "2026-06-05T10:00:00", "fresh"), # outbound, 4 days -> too recent
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("b1", "lp@buried.example", "2026-01-01T10:00:00", "buried"),
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]
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for eid, frm, sent, inv in em:
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rc.execute("INSERT INTO emails (id,from_email,sent_at,is_matched) VALUES (?,?,?,1)", (eid, frm, sent))
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rc.execute("INSERT INTO email_investor_links (id,email_id,fundraising_investor_id) VALUES (?,?,?)", (eid + "l", eid, inv))
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rc.commit()
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radar = oa.follow_up_radar(rc, [OURS], "2026-06-09T00:00:00", warm_days=45)
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names = [x["name"] for x in radar]
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check("Owe Reply LP" in names and "Warm Quiet LP" in names, f"surfaces owe-reply + warm-quiet (got {names})")
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check("Fresh LP" not in names, "recent contact not surfaced")
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check("Buried LP" not in names, "graveyard excluded")
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check(radar[0]["name"] == "Owe Reply LP" and radar[0]["tier"] == 0, "owe-a-reply ranked first (tier 0)")
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owe = next(x for x in radar if x["name"] == "Owe Reply LP")
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check("owe a reply" in owe["reason"] and owe["suggested_type"] == "follow_up", "owe-reply reason + suggested type")
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warm = next(x for x in radar if x["name"] == "Warm Quiet LP")
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check(warm["tier"] == 2 and warm["suggested_type"] == "nurture", "warm-quiet is tier 2, suggests nurture")
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if FAILS:
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print(f"\nFAILED ({len(FAILS)})")
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for f in FAILS:
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@@ -1808,6 +1808,8 @@ class CRMHandler(BaseHTTPRequestHandler):
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return self.handle_list_activity_proposals(user)
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if path == '/api/outreach/investors':
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return self.handle_list_outreach_investors(user)
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if path == '/api/outreach/radar':
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return self.handle_outreach_radar(user)
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# Users
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if path == '/api/users':
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@@ -3920,6 +3922,21 @@ class CRMHandler(BaseHTTPRequestHandler):
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finally:
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conn.close()
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def handle_outreach_radar(self, user):
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"""Deterministic 'who needs attention' scan (reasons are checkable, not LLM guesses)."""
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if _outreach_agent is None:
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return self.send_error_json("Outreach agent unavailable", 503)
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conn = get_db()
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try:
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try:
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own = [r[0] for r in conn.execute("SELECT email_address FROM email_accounts")]
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except Exception:
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own = []
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items = _outreach_agent.follow_up_radar(conn, own, now())
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return self.send_json({"items": items})
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finally:
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conn.close()
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def handle_outreach_draft(self, user, body):
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"""Draft tailored LP outreach through the redaction boundary (draft-only —
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a human reviews/edits/sends; guardrails #4, #6)."""
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+37
-3
@@ -9956,6 +9956,7 @@
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const [drafting, setDrafting] = useState(false);
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const [result, setResult] = useState(null);
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const [draftText, setDraftText] = useState('');
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const [radar, setRadar] = useState([]);
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const TYPES = [
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['intro', 'Intro'],
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['follow_up', 'Warm follow-up'],
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@@ -9977,19 +9978,25 @@
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const r = await api('/api/outreach/investors', {}, token);
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if (!cancelled) setInvestors(Array.isArray(r?.investors) ? r.investors : []);
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} catch (_) { /* none */ }
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try {
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const rr = await api('/api/outreach/radar', {}, token);
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if (!cancelled) setRadar(Array.isArray(rr?.items) ? rr.items : []);
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} catch (_) { /* none */ }
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})();
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return () => { cancelled = true; };
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}, [token]);
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const draft = async () => {
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const draft = async (ovInvestor, ovType) => {
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if (drafting) return;
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if (!investorId) { onShowToast('Pick an investor first', 'error'); return; }
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const inv = ovInvestor || investorId;
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const t = ovType || type;
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if (!inv) { onShowToast('Pick an investor first', 'error'); return; }
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try {
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setDrafting(true);
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setResult(null);
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const res = await api('/api/outreach/draft', {
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method: 'POST',
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body: JSON.stringify({ investor_id: investorId, outreach_type: type, guidance }),
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body: JSON.stringify({ investor_id: inv, outreach_type: t, guidance }),
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}, token);
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const data = res.data || res;
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setResult(data);
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@@ -10013,6 +10020,33 @@
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return (
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<div className="page-container">
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<h2 className="section-title" style={{ marginBottom: '20px' }}>Outreach</h2>
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{radar.length > 0 && (
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<div className="section">
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<div className="section-title" style={{ display: 'flex', alignItems: 'center', gap: '8px' }}>
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Needs attention
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<span className="approval-pill">{radar.length}</span>
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</div>
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<div className="index-action-hint" style={{ marginTop: 0, marginBottom: '12px' }}>
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Investors who are waiting on a reply or have gone quiet, most urgent first. Every reason is verifiable from your email history — no guesswork. Click Draft to compose in your voice.
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</div>
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{radar.map((it) => (
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<div key={it.investor_id} className="merge-candidate-card"
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style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', gap: '12px', marginBottom: '8px' }}>
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<div>
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<div style={{ fontWeight: 600 }}>{it.name}</div>
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<div className="kpi-subtitle">{it.reason}</div>
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</div>
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<button
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onClick={() => { setInvestorId(it.investor_id); setType(it.suggested_type); draft(it.investor_id, it.suggested_type); }}
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disabled={drafting}>
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{drafting ? '…' : `Draft ${it.suggested_type === 'nurture' ? 'nurture' : 'follow-up'}`}
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</button>
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</div>
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))}
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</div>
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)}
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<div className="section">
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<div className="index-action-hint" style={{ marginTop: 0, marginBottom: '12px' }}>
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Drafts a tailored LP email in Ten31's voice, grounded in the thesis and that investor's CRM notes + email history. The investor's details are de-identified before Claude sees them and restored locally, so the LP list never leaves Ten31. Drafts only — you review, edit, and send.
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@@ -33,8 +33,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
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// * 0.1.0:65 (Email Capture: per-mailbox captured/matched counts)
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// * 0.1.0:66 (LP Objections page: UI trigger for the Architect grounding pass)
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// * 0.1.0:67 (remove LP Objections page — generic/unverifiable; pivot to proactive outreach)
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// * Current: 0.1.0:68 (Outreach Draft Assistant — tailored LP drafts via thesis + redaction boundary)
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export const PACKAGE_VERSION = '0.1.0:68'
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// * 0.1.0:68 (Outreach Draft Assistant — tailored LP drafts via thesis + redaction boundary)
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// * Current: 0.1.0:69 (follow-up radar — deterministic "needs attention" list + one-click draft)
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export const PACKAGE_VERSION = '0.1.0:69'
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export const DATA_MOUNT_PATH = '/data'
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export const WEB_PORT = 8080
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@@ -29,8 +29,9 @@ import { v_0_1_0_65 } from './v0.1.0.65'
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import { v_0_1_0_66 } from './v0.1.0.66'
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import { v_0_1_0_67 } from './v0.1.0.67'
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import { v_0_1_0_68 } from './v0.1.0.68'
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import { v_0_1_0_69 } from './v0.1.0.69'
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export const versionGraph = VersionGraph.of({
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current: v_0_1_0_68,
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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],
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current: v_0_1_0_69,
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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],
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})
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@@ -0,0 +1,18 @@
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import { VersionInfo } from '@start9labs/start-sdk'
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// Follow-up radar on the Outreach page. A deterministic scan surfaces investors who
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// need attention — "you owe a reply" (their email is unanswered), or a warm lead gone
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// quiet (no contact in 45+ days) — most urgent first, each with a checkable reason from
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// the email history (no LLM guesswork in the surfacing). One click drafts the suggested
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// follow-up/nurture in your voice via the existing outreach drafter. No schema change.
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export const v_0_1_0_69 = VersionInfo.of({
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version: '0.1.0:69',
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releaseNotes: {
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en_US: [
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'Outreach now opens with a "Needs attention" list: investors waiting on a reply or gone',
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'quiet (45+ days), most urgent first, each with a reason you can verify from the email',
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'history. One click drafts the right follow-up or nurture in your voice.',
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].join(' '),
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},
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migrations: { up: async () => {}, down: async () => {} },
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})
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Reference in New Issue
Block a user