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Refresh AGENTS.md Current state for v0.1.0:78 (grid-canonical decision; lp_profiles retired)

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Keysat
2026-06-16 11:01:09 -05:00
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AGENTS.md
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@@ -101,12 +101,12 @@ Subsystem rules live in `docs/guides/` and lazy-load in Claude Code via `.claude
## Current state
_Phase 0 substrate + Phase 1 thesis/outreach are built; **box and repo at v0.1.0:77** (digest **Phase B** — daily activity-digest builder/scheduler + by-team-member & by-investor sections + admin-panel control + on-demand send; deployed & verified live 2026-06-16). Longer-term backlog: `ROADMAP.md`._
_Phase 0 substrate + Phase 1 thesis/outreach are built; **box and repo at v0.1.0:78** (latest: retired the legacy `lp_profiles` table + orphaned LP Tracker, repointed the Dashboard "Total Committed" KPI onto the canonical fundraising grid; prior: digest **Phase B**). **Decision (2026-06-16): the fundraising grid + email capture is the canonical system of record** — vestigial classic-CRM surfaces get pruned or repurposed (see `ROADMAP.md` → "Consolidate on the fundraising grid as canonical"). Longer-term backlog: `ROADMAP.md`._
- **Working (all draft-only):** CRM + ingest (chunk→embed→Qdrant + retrieval) + redaction boundary; Gmail capture (DWD) + email-activity propose→approve; Thesis Workshop + Architect (Claude) with dual-approval gate; Outreach Draft Assistant + follow-up radar + per-user voice + Tier-B in-thread Gmail draft creation.
- **Deployed & verified live: v0.1.0:77** (box `$START9_BOX_HOST`/immense-voyage.local; `installed-version`→`0.1.0:77`, migration chain `…→77`, server up on `:8080`, digest scheduler line in the boot log). **Digest is fully live:** capture (DWD) → propose→approve; transport routes Gmail-DWD→SMTP (no app password); and **daily activity digest (Phase B)** — `digest_builder.py` (by-team-member Spark narrative + by-investor section, soft-delete filtered) + always-on `digest_scheduler.py` reading a DB policy + `send-now`. **Auto-send defaults OFF** (env seed unset → `app_settings.digest_policy` off) until Grant enables it in Settings → Admin. Detail: `docs/guides/email.md`.
- **Deployed & verified live: v0.1.0:78** (box `$START9_BOX_HOST`/immense-voyage.local; `installed-version`→`0.1.0:78`, migration chain `…77→78` clean, server up on `:8080`). **v0.1.0:78 retired `lp_profiles` + the orphaned LP Tracker** (endpoints/handlers/lp-breakdown report/contact-dossier LP section/frontend component+redirect removed; empty table left in place per never-hard-delete) and **repointed the Dashboard "Total Committed"** onto `fundraising_investors.total_invested` (graveyard-excluded; "Total Funded" dropped — the grid has no funded concept). **Digest is fully live:** capture (DWD) → propose→approve; transport routes Gmail-DWD→SMTP (no app password); and **daily activity digest (Phase B)** — `digest_builder.py` (by-team-member Spark narrative + by-investor section, soft-delete filtered) + always-on `digest_scheduler.py` reading a DB policy + `send-now`. **Auto-send defaults OFF** (env seed unset → `app_settings.digest_policy` off) until Grant enables it in Settings → Admin. Detail: `docs/guides/email.md`.
- **Live since v74 (2026-06-13):** login works; `/assets/` traversal 404s (plain + URL-encoded), root health 200. On boot, `ensure_thesis_v2_promoted` makes the v2.0 reserve-asset spine the working *approved* spine (node-level, reversible). Security/privacy hardening (path-traversal close, outreach NER backstop, get-by-id soft-delete) shipped in v74 — detail in `EVALUATION.md`.
- **Tests (2026-06-16):** **20/20 backend tests green** via `python3 backend/run_tests.py` (+`test_digest_builder.py` this session — per-user + per-investor queries, soft-delete, inbound dedup, two-section compose, fallback, DB policy resolver, scheduler guards). `py_compile` clean. The 2 stale thesis tests stay fixed (seed structure in `docs/guides/thesis.md`).
- **Tests (2026-06-16):** **21/21 backend tests green** via `python3 backend/run_tests.py` (latest add: `test_dashboard_report.py` — dashboard committed sourced from the grid [graveyard-excluded], `total_funded` key gone, retired `/api/lp-profiles*` + lp-breakdown routes 404; `test_soft_delete_reads.py` updated for the removed LP block; plus `test_digest_builder.py`). `py_compile` clean. The 2 stale thesis tests stay fixed (seed structure in `docs/guides/thesis.md`).
- **Decided, not yet built:** CRM as canonical thesis backbone with the signal-engine reading from it (reconciliation unwired); reply-all for Tier-B drafts (drafts currently reply to the LP only).
- **Known debt (P2, not deploy-blocking):** the **reports subsystem** (`handle_dashboard_report`/`handle_pipeline_report`/`handle_lp_breakdown_report`, ~16 aggregate queries over contacts/opportunities/communications/lp_profiles) still counts soft-deleted rows — the list/detail aggregates were fixed (v74 + the org/contacts list-view follow-up) but the reports were not; needs its own pass + report-endpoint tests; `?limit=abc` crashes the request thread (authenticated list path); scrub-gateway TLS verify off; `cryptography==42.0.5`; unpkg/no-SRI frontend; stale user-visible `start9/0.4/assets/ABOUT.md`; hardcoded Spark/Qdrant IPs in the s9pk; the 5.4k-line `server.py` monolith. P3 batch + full list in `EVALUATION.md`.
- **Other gaps:** the v2.0 spine is the *working* spine but **not a canonical `thesis_version`** (needs Grant + Jonathan dual sign-off); Appendix-A conviction/exposure (incl. ~40% Strike) stay Grant's working read, not canonical, not fed to the engine; live features (Claude/Qdrant/Gmail) unverified on the box.