Add reminders & follow-ups (W1) (v0.1.0:92)
First-class reminders tied to the fundraising grid — foundation of the agreed reminders -> NL-search -> bot-mutations plan (keep LP data off third-party LLMs). - reminders table (migration 0006; logical FK to fundraising_investors.id + denormalized name), CRUD at /api/reminders (soft-delete; open/done/snoozed/ cancelled; assignee; source; source_row_id resolution) - read-only derived reminder_status grid column (overdue/due_soon/open), filterable; orphan reconciler cancels reminders when an investor leaves the grid - Reminders page, Dashboard "Reminders Due" card, daily-digest reminders section - per-investor last_activity_at recency rollup (shared block for the W2 NL query) - tests: test_reminders.py + digest reminders test (31/31 green, render-smoke green)
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Keysat
@@ -56,8 +56,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
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// * 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)
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// * 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)
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// * 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)
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// * 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)
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export const PACKAGE_VERSION = '0.1.0:91'
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// * 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)
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// * Current: 0.1.0:92 (reminders & follow-ups, W1: new `reminders` table [in-app migration 0006; logical FK to fundraising_investors.id + denormalized name], full CRUD at /api/reminders [soft-delete; open/done/snoozed/cancelled; assignee; source human/bot/automation], read-only derived `reminder_status` grid column [overdue/due_soon/open — injected like pipeline_stage, filterable], orphan reconciler, Reminders page + Dashboard "Reminders Due" card + daily-digest "reminders due" section, and a per-investor last_activity_at recency rollup. Pure local CRM, no LLM path)
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export const PACKAGE_VERSION = '0.1.0:92'
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export const DATA_MOUNT_PATH = '/data'
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export const WEB_PORT = 8080
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@@ -52,8 +52,9 @@ import { v_0_1_0_88 } from './v0.1.0.88'
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import { v_0_1_0_89 } from './v0.1.0.89'
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import { v_0_1_0_90 } from './v0.1.0.90'
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import { v_0_1_0_91 } from './v0.1.0.91'
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import { v_0_1_0_92 } from './v0.1.0.92'
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export const versionGraph = VersionGraph.of({
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current: v_0_1_0_91,
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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],
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current: v_0_1_0_92,
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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, v_0_1_0_91],
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})
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@@ -0,0 +1,22 @@
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import { VersionInfo } from '@start9labs/start-sdk'
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// Reminders & follow-ups (W1). First-class tickler tied to the fundraising grid: a new
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// `reminders` table (in-app migration 0006; logical FK to fundraising_investors.id +
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// denormalized name, like the pipeline link), full CRUD at /api/reminders (soft-delete;
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// status open/done/snoozed/cancelled; assignee; source human/bot/automation), a read-only
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// derived `reminder_status` grid column (overdue/due_soon/open — injected like pipeline_stage,
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// filterable so a saved view can drive the follow-up view off real reminders), an orphan
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// reconciler (cancels reminders when their investor leaves the grid), a Reminders page, a
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// Dashboard "Reminders Due" card, and a "Reminders due" daily-digest section. Pure local CRM
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// data — no LLM path. up/down are no-ops; the real SQLite migration runs in-app at startup.
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export const v_0_1_0_92 = VersionInfo.of({
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version: '0.1.0:92',
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releaseNotes: {
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en_US: [
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'Reminders & follow-ups: set a due-dated reminder on any investor from the grid,',
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'track them on the new Reminders page + Dashboard card, and get an overdue/due-today',
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'section in the daily digest.',
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].join(' '),
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},
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migrations: { up: async () => {}, down: async () => {} },
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})
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