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Refresh Current state for v0.1.0:79 (blank-screen hotfix + admin gaps)

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Record the Babel-pin fix + root cause, the 3 newly admin-gated GET endpoints, the corrected deploy-verification convention (browser render, not curl/health), and the re-ordered Next list (vendor+SRI, auth regression test, email-activity panel in the admin-only Communications tab).
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Keysat
2026-06-16 14:07:32 -05:00
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AGENTS.md
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@@ -101,14 +101,14 @@ Subsystem rules live in `docs/guides/` and lazy-load in Claude Code via `.claude
## Current state ## Current state
_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`._ _Phase 0 substrate + Phase 1 thesis/outreach are built; **box and repo at v0.1.0:79** (latest: **P0 hotfix** — the unpinned Babel CDN auto-upgraded to v8 and blanked the entire UI; pinned `@babel/standalone@7.29.7` + closed 3 server-side admin gaps; prior: retired `lp_profiles` + LP Tracker). **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. - **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: v0.1.0:78** (box `$START9_BOX_HOST`/immense-voyage.local; `installed-version`→`0.1.0:78`, migration chain `…77→78` clean, server up on `:8080`). **v0.1.0:78 retired `lp_profiles` + the orphaned LP Tracker** (endpoints/handlers/lp-breakdown report/contact-dossier LP section/frontend component+redirect removed; empty table left in place per never-hard-delete) and **repointed the Dashboard "Total Committed"** onto `fundraising_investors.total_invested` (graveyard-excluded; "Total Funded" dropped — the grid has no funded concept). **Digest is fully live:** capture (DWD) → propose→approve; transport routes Gmail-DWD→SMTP (no app password); and **daily activity digest (Phase B)** — `digest_builder.py` (by-team-member Spark narrative + by-investor section, soft-delete filtered) + always-on `digest_scheduler.py` reading a DB policy + `send-now`. **Auto-send defaults OFF** (env seed unset → `app_settings.digest_policy` off) until Grant enables it in Settings → Admin. Detail: `docs/guides/email.md`. - **Deployed & verified live: v0.1.0:79** (box `$START9_BOX_HOST`/immense-voyage.local; `installed-version`→`0.1.0:79`, migration chain `…78→79` clean, server up on `:8080`; **login screen render-confirmed in-browser by Grant after a hard refresh** — not just curl/health). **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 `<script>`, so the browser rejected the whole bundle and React never mounted → **blank screen for every user**. Fix: pin `@babel/standalone@7.29.7` (classic runtime; verified via headless render locally + on the box). Same release closed **3 server-side admin gaps** from a permissions audit — `GET /api/users`, `/api/email/status`, `/api/email/accounts` were UI-hidden from members but not API-enforced; all now `require_admin` (write endpoints were already gated). **Prior — 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`. - **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):** **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`). - **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 (detail in `ROADMAP.md`):** Pipeline adoption + a grid flag that auto-loads flagged investors as opportunities; email-search box + per-user/per-investor activity panel; NL→safe-query feature; CRM as canonical thesis backbone with the signal-engine reading from it (reconciliation unwired); reply-all for Tier-B drafts (currently reply to the LP only). - **Decided, not yet built (detail in `ROADMAP.md`):** Pipeline adoption + a grid flag that auto-loads flagged investors as opportunities; email-search box + per-user/per-investor activity panel; NL→safe-query feature; CRM as canonical thesis backbone with the signal-engine reading from it (reconciliation unwired); reply-all for Tier-B drafts (currently reply to the LP only).
- **Known debt (P2, not deploy-blocking):** **reports-subsystem soft-delete sweep** — `handle_pipeline_report` + remaining report/aggregate queries over opportunities/communications still count soft-deleted rows (v78 shrank this surface: the `lp_profiles`/lp-breakdown aggregates are gone and the dashboard "Total Committed" is now grid-sourced); needs a pass + report-endpoint tests. Also `?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`. - **Known debt (P2, not deploy-blocking):** **reports-subsystem soft-delete sweep** — `handle_pipeline_report` + remaining report/aggregate queries over opportunities/communications still count soft-deleted rows (v78 shrank this surface: the `lp_profiles`/lp-breakdown aggregates are gone and the dashboard "Total Committed" is now grid-sourced); needs a pass + report-endpoint tests. Also `?limit=abc` crashes the request thread (authenticated list path); scrub-gateway TLS verify off; `cryptography==42.0.5`; **front-end CDN libs still loaded from unpkg without SRI** — Babel is now version-pinned (v79, after an unpinned auto-upgrade to Babel 8 blanked the whole UI), but React/Babel should be **vendored into the package + SRI-pinned** so a CDN can never swap prod deps again; **deploy verification must include a browser-render smoke check** — v78's blank UI shipped as "verified live" because the checks were server-up/curl only, which can't catch a client render failure; 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`.
- **Doc drift to reconcile:** `crm-overview.md` + `EVALUATION.md` still describe `lp_profiles` as a live model in places — a doc-auditor pass should align them to "grid canonical, `lp_profiles` retired." - **Doc drift to reconcile:** `crm-overview.md` + `EVALUATION.md` still describe `lp_profiles` as a live model in places — a doc-auditor pass should align them to "grid canonical, `lp_profiles` retired."
- **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. - **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.
- **Next:** 1) Grant validates Phase B on the box — Settings→Admin **Send Digest Now**, then tick **Send automatically every day** to arm the daily send (in-app, no env/StartOS change); 2) build the **email-search box + activity panel** (per-user / per-investor email activity — first search increment; `ROADMAP.md`); 3) **reports-subsystem soft-delete sweep** + report-endpoint tests; 4) **Pipeline adoption** — grid flag → auto-load opportunities; 5) **NL→safe-query** feature (separate, larger); 6) `?limit=abc` crash; 7) Grant + Jonathan freeze v2.0 canonical; 8) build reply-all. - **Next:** 1) **Vendor + SRI-pin the front-end libs** (serve React/Babel from the package, integrity-checked) **and add a browser-render smoke check to the deploy-verify step** — both are fallout from the v79 blank-screen outage; 2) add an **auth regression test** asserting the 3 newly-gated GET endpoints (`/api/users`, `/api/email/status`, `/api/email/accounts`) reject members; 3) build the **email-activity search panel** — *decided 2026-06-16: repurpose the existing **Communications** tab, **admin-only*** (per-investor / per-mailbox over the `email_*` tables; the new `GET /api/email/activity` must enforce admin server-side); 4) Grant validates digest Phase B on the box — Settings→Admin **Send Digest Now**, then tick **Send automatically every day**; 5) **reports-subsystem soft-delete sweep** + report-endpoint tests; 6) **Pipeline adoption** — grid flag → auto-load opportunities; 7) `?limit=abc` crash; 8) **NL→safe-query** (separate, larger); 9) Grant + Jonathan freeze v2.0 canonical; 10) build reply-all.