Commit Graph

3 Commits

Author SHA1 Message Date
Keysat f181525926 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)
2026-06-18 14:45:46 -05:00
Keysat c7b74a2704 Email search/query + windowed digest preview (v0.1.0:83)
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.
2026-06-16 20:46:15 -05:00
Keysat 323f016f64 Add daily activity digest — Phase B (v0.1.0:77)
Sends a once-a-day internal email to all active admins summarizing each team
member's email activity per investor, plus a team-wide by-investor view
(inbound + outbound, deduped). Narratives are generated on the LOCAL Spark
model, never Claude — the digest is intentionally un-anonymized, so substance
stays on Ten31 infra. This is an internal ops email, exempt from the
'agents draft, humans send' rule (which governs outward LP contact).

- backend/digest_builder.py: per-user + per-investor activity queries
  (soft-delete filtered), per-user Spark narrative with a deterministic
  fallback, two-section plain-text body, and the DB-backed policy resolver.
- backend/email_integration/digest_scheduler.py: always-on daily thread that
  re-reads the policy each cycle and sends once/day; window cursor in
  app_settings so a missed day rolls forward.
- server.py: POST /api/admin/digest/send-now and GET/PATCH
  /api/admin/digest/policy; scheduler wired into main().
- Control lives in Settings -> Admin (enable toggle + send-time dropdown),
  not StartOS actions; env vars only seed the first-boot default.
- Tests: backend/test_digest_builder.py.
2026-06-15 22:32:27 -05:00