Commit Graph

7 Commits

Author SHA1 Message Date
Keysat a350f8f5dd Fix Configure Digest SMTP success message to point at the real test endpoint (v0.1.0:75) 2026-06-15 18:34:09 -05:00
Keysat 2758ac81d3 Add daily-digest Phase A: per-package SMTP send + admin test endpoint (v0.1.0:75)
Groundwork for the daily activity digest: give the CRM an outbound mail path.
Today nothing leaves the box (Gmail capture + drafts only), so this adds a
dedicated, per-package SMTP account independent of any StartOS system-wide SMTP.

- configureDigestSmtp Start9 action: writes host/port/from/username/password/
  security to /data/secrets/smtp/* (password piped over stdin, never argv/env;
  per-field files, owner-only) — mirrors the setAnthropicApiKey pattern.
- docker_entrypoint.sh reads those at boot and exports SMTP_* (operator env wins).
- backend/smtp_send.py: stdlib smtplib wrapper reading SMTP_* (one code path for
  dev .env and the box); starttls/tls/none modes.
- POST /api/admin/digest/test-email (admin-only): proves the pipe. Recipients are
  restricted to the active-admin set — an arbitrary `to` is rejected, so the
  endpoint is not an open relay; send failures are logged, not echoed (an SMTP
  auth error can carry the credential).
- Tests: test_smtp_send.py (sender), test_smtp_endpoint.py (gating + relay
  restriction + no-leak). 18/18 backend green; s9pk typechecks.

Analysis/summarization for the digest body (Phase B) will run on Spark, never
Claude — the digest is deliberately un-anonymized. Decisions + Phase B plan in
ROADMAP.md.
2026-06-15 18:33:06 -05:00
Keysat 3d9caac178 Add "Set Anthropic API Key" StartOS UI action (v0.1.0:50)
Lets a non-technical operator install the Architect's Claude key from the
StartOS UI instead of the terminal: a masked text field whose value is written
to /data/secrets/anthropic-api-key (0600) on the box — the same file the
entrypoint already loads at boot. Secret is piped over stdin (never argv/env),
CR/LF stripped to match the entrypoint's read. allowedStatuses 'any'; a restart
is required (and stated in the action's warning + success message) since the
entrypoint reads the key only at startup.

Verified the Architect's data boundary first: the deployed Thesis Workshop
routes send only Ten31's own thesis text (thesis_lines/thesis_nodes) + the
partner-typed guidance to Claude — no contacts/lp_profiles/communications/grid.
(The MCP CRM-retrieval tools that DO return record substance are not wired into
the deployed Architect; the redaction boundary must land before any grounding
path uses them — Phase 1 Workstream D.)

tsc --noEmit clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 13:52:26 -05:00
Keysat 3e199fd8d5 Phase 1 Workstream A+E: thesis substrate + dual-approval gate
- migration 0002_phase1_architect: thesis_lines (core spine + per-segment lines),
  thesis_nodes (+ append-only revisions), thesis_versions (one-canonical-per-line
  DB invariant), thesis_reviews (dual approval + feedback), segments. Reversible.
- backend/mcp/architect_tools.py: agent draft tools (node tree, versions,
  segments, get_canonical fails-closed) — NO self-approval path. MCP-exposed.
- backend/thesis_review.py + server.py routes: human-gated approval. Dual sign-off
  via thesis_required_approvals; atomic supersede; every action logged.
- docs/PHASE_1.md (kickoff brief); docs/OPERATIONS.md (partner guide);
  start9/0.4 "Resolve duplicate names" fuzzy action.

Verified on synthetic data: dual approval promotes correctly, exactly one
canonical survives supersede, get_canonical fails closed, full interaction_log.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 10:20:00 -05:00
Keysat 6be2e40f54 Phase 0 go-live polish: hands-off incremental sync + refresh action
- backend/ingest/sync_scheduler.py: periodic incremental-sync loop (every
  CRM_INGEST_SYNC_INTERVAL_MIN min); resilient, --once for testing.
- start9/0.4: "Refresh search index" action (incremental sync.py); entrypoint
  launches the scheduler as a background process when Spark/Qdrant are set;
  CRM_INGEST_SYNC_INTERVAL_MIN env; pre-release note on fastembed/mcp pins.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 09:36:06 -05:00
Keysat f357c23c75 Phase 0 complete: fuzzy entity tier, incremental sync, Start9 packaging
- Fuzzy tier (backend/ingest/fuzzy_resolve.py + llm.py): local Qwen adjudicates
  the deterministic resolver's flagged name-variant candidates; merges are
  durable via entity_merges (deterministic re-runs respect them), losers
  soft-deleted, logged. Idempotent.
- Incremental sync (backend/ingest/sync.py): re-embeds only rows changed since a
  watermark (ingest_sync_state); first run / --recreate = full. Tested full→0→1.
- Start9 packaging (start9/0.4): Dockerfile bundles ingest+mcp + fastembed/mcp;
  "Build search index" action runs the init in a subcontainer; MCP shipped as a
  manual stdio server (not a daemon); version 0.1.0:44. INGEST_PACKAGING.md.
- backfill.py: factored embed_and_upsert() shared with sync.

Verified end-to-end on synthetic data + live Sparks/Qwen/Qdrant.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 08:55:12 -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