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>
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@@ -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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