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Refine email-proposal review UX (v0.1.0:91)

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Three post-smoke refinements to the Matrix email-proposal review:

1. Dash separators (bot): every card/reply is framed with a dash rule top and
   bottom so threads stop bleeding together vertically on mobile.

2. Remove decided threads (bot): on a conclusive approve/dismiss from either
   surface, the bot redacts the card (client.room_redact) so the room clears
   down to only undecided items. Redacting the bot's own card needs no power;
   the web->Matrix path now redacts instead of posting a closure note.

3. Clearer note wording (server v91 + bot): the proposed grid note now names who
   emailed whom -- "{teammate} emailed {investor}" (outbound) / "{sender} emailed
   the team" (inbound) -- instead of an ambiguous "Sent"/"Received". Outbound
   detection also matches our corporate domain (public providers excluded), so a
   teammate's mail from a non-enrolled @ten31.xyz address no longer reads as
   "Received". Going-forward only; no schema change. The card drops its bare
   direction label since the note now carries the relationship.

Tests updated; 30/30 green, render-smoke green.
This commit is contained in:
Keysat
2026-06-18 11:59:38 -05:00
parent 48bd29aaa3
commit a10889b10b
9 changed files with 136 additions and 51 deletions
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start9/0.4/startos/utils.ts
+3 -2
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@@ -55,8 +55,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
// * 0.1.0:87 (Adopt the Pipeline — grid drives the deal board: new "Add to Pipeline" row action creates+links an opportunity via opportunities.fundraising_investor_id [migration 0005, additive], reusing the grid's synced contact [no POST /api/contacts side-door] and mapping the grid lead→owner; idempotent [one live opp/investor, re-link never reseeds board-owned stage/probability]; read-only Pipeline + Pipeline Stage grid columns derived live from the linked opp; "Remove from Pipeline" soft-deletes the opp [grid row untouched]; deleting a grid investor archives its orphaned opp; folds in the soft-delete fix for the pipeline report + dashboard aggregates [archived opps no longer counted])
// * 0.1.0:88 (frontend-only: retire the Pipeline page's "+ New Opportunity" button + its create-by-contact modal — opportunities are now born only from a fundraising-grid investor row ["+ Pipeline"], so the board is a view + stage-management surface; replaced the button with a muted "Add deals from the Fundraising Grid" hint; removed the now-dead handler/state + the page's unused /api/contacts fetch)
// * 0.1.0:89 (email-proposal review over Matrix + a dedicated agent role: Email Capture's proposed grid notes gain a click-to-view inline popup of the source email [from/to/cc/date/subject/scrollable body, via the existing GET /api/email/detail]; and a CRM→Matrix review bridge — the intake bot [Spark] pulls pending proposals, posts a review card to a dedicated review room [MATRIX_EMAIL_REVIEW_ROOM], and relays in-thread yes/no/NL-edit back to the CRM, with web panel ↔ Matrix kept in sync [decide on either surface; the other reflects it]. New side table email_proposal_matrix [email-integration migration 0003, additive + idempotent] holds per-proposal Matrix thread state; new bot-or-admin endpoints GET /api/intake/email-proposals + .../{id}/matrix + .../{id}/decide, gated by a new 'bot' role [authenticated, never admin]. Bot poll loop + review-room handling ship on the Spark, not the s9pk)
// * Current: 0.1.0:90 (give admins a UI path to provision the 'bot' role added in v89: the Settings → Admin edit-user role dropdown now offers "bot" alongside member/admin [the teammate-invite form stays member/admin only — provisioning an agent account is an admin re-classification, not an invite]; backend already accepted it; frontend-only, no schema change)
export const PACKAGE_VERSION = '0.1.0:90'
// * 0.1.0:90 (give admins a UI path to provision the 'bot' role added in v89: the Settings → Admin edit-user role dropdown now offers "bot" alongside member/admin [the teammate-invite form stays member/admin only — provisioning an agent account is an admin re-classification, not an invite]; backend already accepted it; frontend-only, no schema change)
// * Current: 0.1.0:91 (clarify email-proposal note wording: the proposed grid note now NAMES who emailed whom — "{teammate} emailed {investor}" outbound / "{sender} emailed the team" inbound — instead of a bare "Sent"/"Received"; also fixes a misclassification where a sender on our corporate domain whose mailbox isn't enrolled read as "Received" [outbound now also matches our domain, public providers like gmail excluded so an LP's gmail never reads as ours]; going-forward only, no schema change. Matrix-side review tweaks — dash separators + redacting decided cards — ship on the Spark, not the s9pk)
export const PACKAGE_VERSION = '0.1.0:91'
export const DATA_MOUNT_PATH = '/data'
export const WEB_PORT = 8080
start9/0.4/startos/versions/index.ts
+3 -2
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@@ -51,8 +51,9 @@ import { v_0_1_0_87 } from './v0.1.0.87'
import { v_0_1_0_88 } from './v0.1.0.88'
import { v_0_1_0_89 } from './v0.1.0.89'
import { v_0_1_0_90 } from './v0.1.0.90'
import { v_0_1_0_91 } from './v0.1.0.91'
export const versionGraph = VersionGraph.of({
current: v_0_1_0_90,
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, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87, v_0_1_0_88, v_0_1_0_89],
current: v_0_1_0_91,
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, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87, v_0_1_0_88, v_0_1_0_89, v_0_1_0_90],
})
start9/0.4/startos/versions/v0.1.0.91.ts
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@@ -0,0 +1,21 @@
import { VersionInfo } from '@start9labs/start-sdk'
// Clarify email-proposal note wording (part of a review-UX refinement; the matching Matrix-side
// tweaks — dash separators + redacting decided cards — ship on the Spark, not here). The proposed
// grid note now NAMES who emailed whom — "{teammate} emailed {investor}" (outbound) /
// "{sender} emailed the team" (inbound) — instead of a bare "Sent"/"Received" that left
// "who received?" ambiguous. Also fixes a misclassification where a sender on our corporate
// domain whose mailbox isn't enrolled read as "Received": outbound now also matches our domain
// (public providers like gmail excluded, so an LP's gmail never reads as ours). Going-forward
// only (existing proposals keep their text); no schema change.
export const v_0_1_0_91 = VersionInfo.of({
version: '0.1.0:91',
releaseNotes: {
en_US: [
'Proposed grid notes now name who emailed whom (e.g. "Jane emailed Acme Capital")',
'instead of an ambiguous "Sent"/"Received", and correctly classify mail from your',
'own domain as outbound even when that mailbox isn\'t enrolled.',
].join(' '),
},
migrations: { up: async () => {}, down: async () => {} },
})