3 Commits

Author SHA1 Message Date
Keysat fee037a630 Apply review polish to the digest send path (post-v0.1.0:76)
Non-blocking items from the v76 reviewer pass. No redeploy needed — the box runs
v76 and its happy path is unaffected; these ride the next build:

- digest_mailer.send_digest: when Gmail is enabled but no sender resolves
  (CRM_DIGEST_SENDER unset and no admin email), raise NoTransport so the caller
  returns a clear 400 instead of a generic 502.
- gmail_send.send_via_gmail: wrap OSError/URLError (timeout/DNS) as a RuntimeError
  ("Gmail API unreachable: ...") to match the HTTPError handling; include the
  sender in the HTTPError message for debuggability.
- credentials.py: correct the now-stale GMAIL_COMPOSE_SCOPE comment (the digest
  mailer sends with this scope; only outreach drafts never send).
- test_gmail_send.py: add the HTTPError->RuntimeError branch, default_sender DB
  fallback (+None case + env override), and the send_digest SMTP-tag path.

19/19 backend tests green.
2026-06-15 20:37:49 -05:00
Keysat 606b336a00 outreach: voice by-purpose (larger sample) + Tier-B Gmail draft creation (v0.1.0:71)
(1) Voice: _voice_examples now picks the sender's prior sent emails OF THE SAME PURPOSE
(PURPOSE_PATTERNS keyword cues per outreach type), larger sample (8) weighted by purpose
then recency — not just recent. meta carries on_topic for transparency.

(2) Tier-B sending (gmail.compose now authorized in Workspace DWD). New
email_integration/compose.py create_outreach_draft: mints a compose-scoped DWD token for
the sender (credentials._mint/access_token_for parameterized by scope; GMAIL_COMPOSE_SCOPE),
builds an RFC822 message, and POSTs gmail.drafts.create into the SENDER's mailbox — as an
in-thread reply (threadId + In-Reply-To/References, recipient = matched LP address) when
there's an active thread, else a fresh email. NEVER sends — the human sends from Gmail
(guardrails #4, #6). Route POST /api/outreach/gmail-draft; UI "Create Gmail draft" button +
"Open Gmail Drafts" link. Tests: test_compose.py (parse/reply-target/RFC822+threading).
Message construction unit-verified; the live drafts.create runs on the box.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-08 22:30:05 -05:00
Keysat c7ce44d963 Phase 0 foundation: canonical schema, ingest pipeline, CRM MCP server
Workstream A–C substrate for the Ten31 agentic system:
- A1: docs/crm-overview.md; CLAUDE.md conventions + guardrail #9
- A2: additive/reversible core migration (canonical_entities, entity_links,
  interaction_log, relationship_edges, soft-delete) + ledgered runner
- B1/B3: chunking + deterministic entity resolution (backend/ingest)
- B2: dense (bge-m3) + BM25 sparse ingest to Qdrant crm_chunks
- C: CRM MCP server (reads, retrieval modes, logged writes) — no outbound tools
- docs: redaction/re-hydration, Gmail enablement runbook
- synthetic test data; .env.example; housekeeping (.gitignore, untrack crm.db,
  drop legacy files + start9/0.3.5)

Verified end-to-end on synthetic data + live Sparks (hybrid > dense on entity
queries). Real backfill runs on Ten31 infra; index holds synthetic data only.
Branch snapshot also captures pre-existing working-tree changes.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 08:13:35 -05:00