docs: refresh Current state after P2/P3a (prune per-phase detail into ROADMAP)

AGENTS.md

@@ -107,15 +107,11 @@ Subsystem rules live in `docs/guides/` and lazy-load in Claude Code via `.claude
 
 ## Current state
 
-_**Box live at v0.1.0:94**; `main` ahead by Phase 0 + Phase 1 (committed `634fc42`) + Phase 2 Contacts (committed `984b950`), all **deploy-pending**, + **Phase 3a Grid (built, uncommitted)**. **The fundraising grid + email capture is the canonical system of record.** Active thread: **mobile-first redesign implementation** (Phases 0–2 + P3a built; **P4 Pipeline next**, then P5 Reminders, P6 light theme; P3b name/pill-edit deferred). Full mobile plan + backlog/debt: `ROADMAP.md` / `EVALUATION.md`; history: git log + `start9/0.4/startos/versions/`._
+_**Box live at v0.1.0:94**; `main` ahead by mobile Phases 0–2 + P3a + drag-reorder views — **all committed, deploy-pending** (no s9pk built yet). **The fundraising grid + email capture is the canonical system of record.** Active thread: **mobile-first redesign** — P0–P3a done, **P4 Pipeline next**. Per-phase detail + backlog: `ROADMAP.md` / `EVALUATION.md`; history: git log + `start9/0.4/startos/versions/`._
 
-- **Mobile redesign — design DONE, implementation underway.** Plan + scoping in `ROADMAP.md` "Mobile-first implementation": the inline-style→CSS migration is **~114 styles across 4 surfaces+shell** (not ~1,300), divisible per-surface; two axes (responsive layout→classes; theming inline-hex→`var()`). Sequence: P0 data layer → P1 foundation → **P2 Contacts** → P3 Grid → P4 Pipeline → P5 Reminders → P6 light theme.
-- **Phase 0 (pipeline-stages/flags data layer) — BUILT, committed `e46dd36`, deploy-pending.** Enum→4 stages (`lead/engaged/diligence/commitment`) + migration `0007` (no-op on the live DB — 0 opps) + read-only `existing_investor`/`last_activity_at`/`staleness` injected into grid GET (stripped on write). Visible star/staleness column + Stale view deferred to P3.
-- **Phase 1 (mobile foundation) — BUILT, committed `634fc42`, deploy-pending.** `:root` mobile vars + `.bottom-tab-bar` (4 tabs wired in `App`) + mobile account popover + `.bottom-sheet`/`.mobile-only`/`.desktop-only` CSS — all `display:none` desktop (zero desktop change). `<BottomSheet>` component + `useIsMobile()` + per-surface 15px bump deferred to P2.
-- **Phase 2 (Contacts surface) — BUILT 2026-06-19, committed `984b950`, deploy-pending.** Read-only mobile A–Z directory (sticky letter headers, last-name sort) + segmented All/Investors/Prospects tabs + pinned search → **full-screen detail** (`.fs-detail`: info w/ tap-to-copy email, opportunities, comm history) → **sort BottomSheet** (the sheet's first, read-only consumer). **Landed the shared primitives:** `<BottomSheet>` (scrim/Escape/pointer drag-to-dismiss; built on Phase-1 `.bottom-sheet` CSS) + `useIsMobile()` (768px `matchMedia`). `ContactsPage` is now a rules-of-hooks-safe wrapper → `Desktop`/`MobileContactsPage` (**desktop untouched**). Read-only per `BRIEF.md` §3b — no writes. Verified: render-smoke green + a throwaway jsdom interaction harness at 375px (14/14: list/grouping/sort-sheet/detail/back). **Browser/real-phone check still pending** (like P1).
-- **Phase 3a (Fundraising Grid — the crux) — BUILT 2026-06-19, uncommitted, deploy-pending.** Lean **`MobileFundraisingGrid`** (separate component — the desktop grid's whole-grid-PUT autosave would race on every mobile edit, so it's NOT reused; `FundraisingGridPage` is now a `useIsMobile()` wrapper → `Desktop`/`Mobile`, desktop untouched). Card list over the **active view** (ported the view-filter predicate to a shared pure helper, no drift), view-picker sheet, search, locked **card model** (committed $ · stage chip · staleness recency · Existing-Investor accent · Priority corner; graveyard muted). Detail = read-only commitments/pills/notes + **edit sheets**: log-note (`log-communication`), pipeline stage (`PATCH /api/opportunities/{id}/stage` via the new injected **`opportunity_id`**; or `pipeline/link`), set-reminder, and **`+ New` investor** (`log-communication`+`create_investor_if_missing`, dedup typeahead). **Never whole-grid PUT.** Backend: read-only `opportunity_id` injected (`opportunity_id_by_source_row`, both strip points). Tests: `test_grid_pipeline_link` extended, 36/36 green; render-smoke green; throwaway jsdom harness drove the real surface at 375px (18/18). **P3b deferred:** name/contact-pill editing on existing rows (needs `POST /api/fundraising/update-row` + a pill editor). **Real-phone check pending** (like P1/P2).
-- **Also deploy-pending:** drag-reorder grid views (frontend-only) — bundle into the next s9pk build.
-- **Live:** W2 NL query (v94; remaining: in-room smoke + web "Ask" box); W1 reminders (v93); grid Pipeline (v88); Matrix intake + Gmail capture (DWD) + daily digest; Thesis/Architect (dual-approval); outreach drafts — all draft-only.
+- **Mobile redesign — 3 of 4 surfaces built (Grid + Contacts done; Pipeline + Reminders to go).** Foundation shipped: bottom-tab bar + `:root` mobile vars (P1 `634fc42`); 4-stage enum + read-only derived grid signals `existing_investor`/`last_activity_at`/`staleness`/`opportunity_id` injected on GET, **stripped on write at both points** (P0 `e46dd36`, P3a `e34a6fc`). React primitives `<BottomSheet>`/`useIsMobile()`/`StageChip`; each surface is a rules-of-hooks-safe `useIsMobile()` wrapper → `Mobile*`/`Desktop*` pair (**desktop untouched**), re-authored against the real API (comps aren't drop-in). **Mobile writes use one-row endpoints only — never whole-grid PUT** (BRIEF §3a).
+- **Built this session:** **P2 Contacts** (`984b950`; read-only A–Z list→detail→sort-sheet) + **P3a Grid** (`e34a6fc`; card list→detail→edit sheets: log-note / stage / reminder / `+`create with dedup; name+pill edit = **P3b, deferred**, needs a narrow per-row PATCH + pill editor). Both verified by render-smoke + throwaway jsdom 375px interaction harnesses; a `reviewer` pass was applied (stage already-linked→PATCH enforce; earliest-opp determinism; search parity).
+- **Live (deployed):** W2 NL query (v94; remaining: in-room smoke + web "Ask" box); W1 reminders (v93); grid Pipeline (v88); Matrix intake + Gmail capture (DWD) + daily digest; Thesis/Architect (dual-approval); outreach — all draft-only.
 - **Tests:** **36/36 backend green** (`python3 backend/run_tests.py`), `py_compile` clean, render-smoke green, fresh-DB migrate clean.
-- **Next:** 1) **P4 Pipeline** (swipe-between-stages; reuses the Grid detail's opportunities endpoints + `<BottomSheet>`/`StageChip`); 2) **P5 Reminders → P6 light theme**; 3) **P3b** name/contact-pill editing (narrow per-row PATCH + pill editor); 4) **deploy** P0+P1+P2+P3a+view-reorder in one s9pk (**authorize first**); 5) W2 web Ask box + smoke; 6) W3 bot grid-mutations; 7) W1b nurture-gap.
-- **Open / risks:** P0–P2 + P3a **built but not deployed** (P3a also uncommitted); P1/P2/P3a mobile surfaces **browser-untested** on a real phone (render-smoke + jsdom interaction smoke only — verify on a device, like view-reorder); **2 of 4 mobile surfaces still unbuilt** (Pipeline, Reminders); **P3b** (name/pill edit on existing rows) deferred. W2 happy-path only; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical** (needs dual sign-off); doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live.
+- **Next:** 1) **P4 Pipeline** (swipe-between-stages; reuses the opportunities endpoints + `<BottomSheet>`/`StageChip`); 2) **P5 Reminders → P6 light theme**; 3) **P3b** name/pill edit; 4) **deploy** P0–P3a + view-reorder in one s9pk (**authorize first**); 5) W2 web Ask box + smoke; 6) W3 bot grid-mutations; 7) W1b nurture-gap.
+- **Open / risks:** all mobile work **built but never deployed or tested on a real phone** (render-smoke + jsdom-at-375px only — verify on a device); **P3b deferred**; W2 happy-path only; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical** (needs dual sign-off); doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live.