diff --git a/AGENTS.md b/AGENTS.md index 4639d7f..dd42b6c 100644 --- a/AGENTS.md +++ b/AGENTS.md @@ -101,14 +101,14 @@ 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 v0.1.0:81** (latest: **Communications tab is matched-only** — the email-activity panel now surfaces only email linked to a known investor/contact; unmatched cold/unknown-sender email is captured but never shown; prior v80: repurposed the tab into the admin-only captured-Gmail search over the `email_*` tables). **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`._ +_Phase 0 substrate + Phase 1 thesis/outreach are built; **box and repo at v0.1.0:82** (latest: **front-end libs vendored + SRI-pinned and a jsdom render smoke check now gates every build** — closes the v78/v79 blank-screen class; prior v81: Communications tab is matched-only; v80: that tab became the admin-only captured-Gmail panel). **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: v0.1.0:81** (box `$START9_BOX_HOST`/immense-voyage.local; `installed-version`→`0.1.0:81`, migration chain `…80→81` clean, server up on `:8080`, schedulers + Gmail integration up). **v0.1.0:81 makes the Communications tab matched-only:** `query_email_activity` now gates on `EXISTS(email_investor_links)`, so the panel surfaces only email linked to a known investor/contact; unmatched cold/unknown-sender email is still captured (metadata-only) and will appear automatically if its sender is later added as an investor — a read-side filter, no schema/capture change. Graveyard investors unaffected (their email has a link), still hidden from the picker but visible/searchable as an audit surface. Backend-only (frontend `index.html` byte-identical to v80, which was render-verified). **Prior — v0.1.0:80 repurposed the Communications tab into the admin-only email-activity panel:** new `GET /api/email/activity` (admin-enforced server-side) over the `email_*` tables, filterable by investor / mailbox / direction + free-text search; soft-delete honored on the per-mailbox sighting; direction decided at the email level (mirrors `digest_builder`); graveyard investors hidden from the picker but their email stays visible + searchable (audit surface). The classic manual "Log Communication" form was retired (the grid context menu remains the manual-log path); nav item + page are admin-only. Query lives in `email_integration/db.py:query_email_activity`; tests in `email_integration/test_email_activity_panel.py`. **Prior — v0.1.0:79 was a P0 hotfix:** the page loaded `@babel/standalone` from unpkg **unpinned**, so the CDN served **Babel 8.0.0**, whose `@babel/preset-react` automatic JSX runtime prepends an ESM `import {jsx} from "react/jsx-runtime"` — illegal in this classic (non-module) inline `