Commit Graph

4 Commits

Author SHA1 Message Date
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
Keysat 036226ed74 Scope the email guide to the top-level digest send files
Extend docs/guides/email.md paths: frontmatter (and its AGENTS.md index entry) to
include backend/digest_mailer.py and backend/smtp_send.py, so the guide auto-loads
when editing the outbound-digest send path — not just backend/email_integration/**.
Portability-checker: compliant.
2026-06-15 20:55:38 -05:00
Keysat 661ad35ee5 Handoff: document the digest send path; trim Current state
- docs/guides/email.md: new "Outbound mail — the daily digest" section (Gmail-DWD
  primary → SMTP fallback; gmail.compose send capability; the internal-digest
  exemption from the agents-draft rule).
- AGENTS.md: add digest env names (CRM_DIGEST_SENDER, SMTP_*); consolidate the
  v75/v76 deploy bullets into one current bullet; drop finished v74 narrative.
2026-06-15 20:49:34 -05:00
Keysat 090416f05e docs: extract subsystem guides; keep AGENTS.md to whole-repo facts
Move subsystem mechanics (migrations, thesis gate, redaction, ingest,
email, packaging) out of AGENTS.md into docs/guides/<topic>.md, each
scoped by paths: frontmatter and symlinked from .claude/rules/ so Claude
Code lazy-loads them. AGENTS.md keeps whole-repo facts and universal
guardrails plus a one-line index per guide. Fix the inaccurate
".claude/ is gitignored" note — it is tracked.
2026-06-12 16:46:49 -05:00