Communications tab (search/query roadmap items 1 & 2):
- Fix the investor dropdown: the facet only listed grid investors, so it
came back empty whenever email matched a classic contact or org domain
(no grid id — the common case). It now mirrors the email list, resolving
each link to a typed identity (fund:/org:/contact:/addr:) with precedence
grid -> org -> contact -> address; investor_id accepts the typed key
(bare id = fund: for back-compat) and an unknown prefix matches nothing.
- Add a date-range filter and a click-to-expand full-body view
(GET /api/email/detail, admin, soft-delete-gated; body_text only, never
raw remote HTML).
- Add a "Search content" mode: GET /api/email/search wraps the ingest
hybrid_search over the Qdrant email index (doc_type=email), hydrated and
soft-delete-filtered against SQLite (canonical), 503 if Spark/Qdrant down.
Daily digest:
- Settings -> Admin builds a digest over a chosen window (last 24h or since
a date) as an in-app preview before sending (POST /api/admin/digest/preview),
so the local-Spark summarizer can be verified on demand even on a quiet day.
Manual send uses the same window; neither advances the daily cursor, so a
preview never suppresses the scheduled digest.
Code-only, migrations no-op. 22/22 backend tests, render-smoke pass.
The Communications tab is now an admin-only search over captured Gmail
(email_* tables), part of consolidating on the fundraising grid + email
capture as the canonical system of record.
- New GET /api/email/activity (admin-enforced server-side): filter by
investor / mailbox / direction with free-text search over subject,
snippet, and sender. Query logic in db.query_email_activity.
- Soft-delete honored on the per-mailbox sighting (emails carry no
deleted_at; deletion lives on email_account_messages).
- Direction decided at the email level (outbound if the sender is one of
our mailboxes), mirroring digest_builder.
- Graveyard investors are hidden from the filter dropdown (CRM-wide
graveyard=0 convention) but their email stays visible in the list and
findable by free-text search — this is an audit surface.
- Communications page rewritten to render the panel; the classic manual
"Log Communication" form is retired (the grid context menu remains the
manual-log path). Nav item + page are admin-only.
- Tests: email_integration/test_email_activity_panel.py (filters,
per-sighting soft-delete, roll-ups, graveyard handling, route 401/403);
full suite 22/22. Frontend render verified via a jsdom mount smoke test
plus the pinned classic-runtime Babel transform.
Code-only, no schema migration (version migrations are no-ops).
The web UI rendered a blank screen for every user. Root cause: the page
loaded @babel/standalone from unpkg with no version pin, so the CDN silently
served Babel 8.0.0. Babel 8 defaults @babel/preset-react to the automatic JSX
runtime, which prepends `import {jsx} from "react/jsx-runtime"` to the compiled
output. An ESM import is illegal in this classic (non-module) inline <script>,
so the browser rejected the whole bundle and React never mounted — hence the
blank screen. The prior "verified live" checks were server-up/curl, which can't
catch a browser-render failure.
- Pin @babel/standalone@7.29.7 (its preset-react defaults to the classic
React.createElement runtime). Verified via headless render: app mounts, login
screen renders, no console error. Follow-up: vendor + SRI-pin the CDN libs so
a third party can't swap our front-end deps in production again.
- Close three server-side admin gaps surfaced by a permissions audit — endpoints
that were UI-hidden from members but not API-enforced: GET /api/users,
/api/email/status, /api/email/accounts now require_admin. Removed the now-dead
non-admin mailbox-row filter. 21/21 backend tests green; py_compile clean.
/api/email/accounts now returns captured + matched per account (from the per-mailbox
sighting table email_account_messages joined to emails; emails dedupe globally so an
email seen by two mailboxes counts for each). Each mailbox card on the Email Capture
page shows "<N> captured · <M> matched" so per-user coverage is visible, not just the
aggregate. Verified in preview with two seeded mailboxes.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
insert_email's recipients loop did `for a in parsed.get(kind, [])`, but the parser sets
reply_to=None when there is no Reply-To header, so .get returns None (key present) and the
loop raised 'NoneType' object is not iterable — aborting the entire Gmail backfill on the
first such email (i.e. almost immediately). Fixed with `or []`. Regression test
test_insert_email.py (reply_to=None, all-None recipients, happy path).
Because the scheduler intentionally skips error-status accounts (no retry storms), an
errored mailbox would never resume on its own. "Sync now" now clears error status first,
so it is an explicit retry; backfill resumes from its saved cursor and dedups by
Message-ID, so nothing is re-captured.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The first Gmail backfill leaves the account at "pending · never synced" until it
fully completes (the sync_runs row only finalizes at the end), so there was no
feedback. /api/email/status now also returns captured_emails (total, which climbs
page-by-page during backfill), the latest sync run, and a backfilling flag. The
panel shows a "Backfilling… N captured so far" banner + an Emails Captured count
and auto-refreshes every 5s while a backfill is in progress. Verified live in
preview with seeded data (count auto-climbed 37 -> 50 without manual refresh).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Keysat