diff --git a/ROADMAP.md b/ROADMAP.md index 4955cd0..9dbb378 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -92,7 +92,7 @@ Have the CRM send a **daily digest email** summarizing each registered user's activity — primarily **who emailed which investors and the substance of those emails** — to the fund principal (and eventually other admins). Scales with the synced-user count: 2 users synced today, ~5 eventually. - **Source data:** the captured email-activity already flowing through the Gmail DWD propose→approve pipeline (`backend/email_integration/`), keyed per registered user → per investor/contact. Optionally fold in other CRM activity (audit feed, automation runs, new opportunities) later. -- **Send path is NEW capability.** Today nothing leaves the box — the system only *captures* Gmail and *creates drafts*. This needs outbound SMTP. Start9 exposes a system-wide SMTP config that services can consume; wire the digest sender to those credentials rather than hardcoding any account. +- **Send path is NEW capability.** Today nothing leaves the box — the system only *captures* Gmail and *creates drafts*. This needs outbound SMTP. StartOS 0.4 has a system-wide SMTP account (since v0.4.0-beta.9): the user configures it once for the whole server and services read it via `sdk.getSystemSmtp(effects).const()`, which returns a `T.SmtpValue` (`host`, `port`, `from`, `username`, `password`, `security`). Wire the digest sender to that rather than hardcoding any account. *Implementation path (researched 2026-06-15, our SDK pin `^0.4.0-beta.66`):* model a `manageSMTP` action on the [gitea-startos](https://github.com/Start9Labs/gitea-startos) package — offer "System SMTP" (calls `getSystemSmtp`) vs "Custom SMTP" (user-supplied fields), persist the choice to `storeJson`, and in `main.ts` inject `SMTP_HOST/PORT/USER/PASS/FROM/SECURITY` env vars into the daemon `exec` block (same shape as the existing `setAnthropicApiKey.ts` action). The Python sender reads them via `os.environ` and opens `smtplib.SMTP`/`SMTP_SSL`. Note StartOS 0.4 dropped the old `Config`/`Properties` manifest spec — SMTP config is an **action + storeJson**, not a manifest config field. Confirm `getSystemSmtp`'s null behavior when system SMTP is unconfigured (likely returns null → fall back to custom). - **Analysis runs on Spark, never Claude.** The digest is deliberately **un-anonymized** (real LP names + email substance), so any summarization/analysis must go through **Spark Control to local models** — this is the one path that intentionally bypasses the scrub→Claude→re-hydrate boundary, because keeping the substance local is the whole point. Never route digest content to Claude. - **Exempt from "agents draft, humans send."** That rule governs outward LP/prospect contact. This is an internal ops digest to the team's own inboxes — a different category — so an automated daily send here does not violate the draft-only guardrail. State this explicitly at build time. - **Scheduling:** a daily cron, naturally co-located with the existing `backend/email_integration/scheduler.py` sync cadence.