Record the v82 vendor+SRI + render-smoke work in durable docs: packaging guide
gains the verified-build gate + re-vendor instructions; Current state rewritten
and compressed for v82; ROADMAP logs the deferred pre-compile-JSX alternative.
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).
Record the Babel-pin fix + root cause, the 3 newly admin-gated GET endpoints, the corrected deploy-verification convention (browser render, not curl/health), and the re-ordered Next list (vendor+SRI, auth regression test, email-activity panel in the admin-only Communications tab).
Docs-only: packaging guide notes start-cli install is silent on success (verify
with installed-version/logs); AGENTS.md adds the operational-toggles-in-the-admin-
panel convention and tightens the digest Current state.
installed-version on the box -> 0.1.0:77; migration chain ran through 76->77;
server up on :8080 with the digest scheduler running (policy-controlled, auto-send
off by default). Docs-only.
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.
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.
- 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.
The box's existing service-account domain-wide-delegation grant already includes
gmail.compose, which authorizes users.messages.send — verified 2026-06-15 by a
token-mint probe and a live messages.send to grant. So CRM-originated mail can
send through the account that already powers email capture: no SMTP account, no
app password, no admin change.
- backend/email_integration/gmail_send.py: send_via_gmail() impersonates a
domain user and POSTs users.messages.send (reuses credentials.py + the compose
scope; mirrors compose.py's REST pattern).
- backend/digest_mailer.py: send_digest() prefers Gmail DWD when enabled, falls
back to smtp_send otherwise. Sender = CRM_DIGEST_SENDER else first active admin.
- server.py: the admin test endpoint now routes through digest_mailer (so the
Settings button sends via DWD on the box with zero SMTP config). Recipient
restriction to the admin set and no-leak error handling preserved.
- test_gmail_send.py: build/send + transport routing (provider + urlopen faked).
19/19 backend green; s9pk typechecks.
SMTP (v75) stays as the fallback transport. Send-path decision + scope finding
recorded in ROADMAP.md and AGENTS.md.
Surface the digest test-send endpoint as a clickable admin control so it can be
exercised on the box without curl. Calls POST /api/admin/digest/test-email and
toasts the result (or a 'configure SMTP first' hint). JSX parse-checked.
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.
Cross-repo git-hygiene audit remediation: surface ~/Projects/standards/INBOX.md items at session start, and switch .gitignore to the deny-by-default .claude/* block (shared wiring allow-listed) plus the canonical secrets/env lines — per standards/portability.md.
Lock in the three v0.1.0:74 security/privacy fixes with regression tests, and
fix a same-class soft-delete leak surfaced while writing them.
- backend/test_assets_traversal.py: boots the real server, proves /assets/
path-traversal vectors (incl. a real decoy file and the live crm.db, plain
and URL-encoded) 404 and leak nothing, while a legit asset still serves 200.
- backend/test_soft_delete_reads.py: get-by-id 404s soft-deleted rows and
nested + list-view aggregates exclude soft-deleted children.
- backend/mcp/test_outreach_redaction.py: an unknown free-prose name is
tokenized away from the Claude payload but re-hydrated locally, and the path
fails closed (no Claude call) when the local NER model is down.
- backend/run_tests.py: aggregate runner (each backend/**/test_*.py in its own
subprocess); replaces the manual for-loop. 16/16 green.
A reviewer pass on the tests confirmed the soft-delete filter was missing from
list-view aggregate sub-selects: org contact_count/total_funded and contacts
comm_count/last_contact_date counted soft-deleted rows. Add `deleted_at IS NULL`
to those four (server.py) and regression-cover them.
The reports subsystem (dashboard/pipeline/LP-breakdown, ~16 aggregate queries)
has the same leak and is logged as P2 for a dedicated pass. Not yet built or
deployed — bump the package version before the next s9pk build.
ensure_positioning_framings adds 5 Architect framings to the core
positioning variant group alongside Option A/B, so the group holds 7
candidates and choose_variant retires 6. The two thesis tests still
asserted the pre-framings count of 2 — the tests were stale, not the
seed. Realign them, document the 2+5=7 seed structure in the thesis
guide, and refresh AGENTS.md Current state (13/13 tests green).
Fixes from the 2026-06-12 full-eval (P0 + two P1s); code-only, no schema
change. Without these the "private CRM" premise was breachable on the LAN:
- P0: the /assets/ route joined the request path onto FRONTEND_DIR without
normalizing '..' (get_path/urlparse pass it through), so an unauthenticated
GET /assets/../../data/crm.db read any file the process could — the LP DB,
the JWT signing secret (-> admin-token forgery), the Gmail key. Add a realpath
containment check that 404s anything resolving outside FRONTEND_ROOT.
- P1: the LP-outreach drafter built its redaction Boundary with no ner_fn, so
unknown people/firms in raw email bodies reached Claude in the clear. Pass the
local-Qwen NER backstop (ner_fn=_ner_local), matching architect_grounding;
fails closed via the existing scrub_unavailable path if the local model is down.
- P1: get-by-id handlers leaked soft-deleted records by direct ID. Add
deleted_at IS NULL to every get-by-id path — contacts, organizations,
opportunities, lp_profiles — and to the nested related-data sub-selects in
the contact/opportunity detail payloads, matching the list-handler convention.
Bumps the package to v0.1.0:74 (utils.ts + versions/v0.1.0.74.ts + graph).
Full report in EVALUATION.md; remaining P2/P3 triaged in AGENTS.md Current state.
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.
Replace the hardcoded immense-voyage.local with $START9_BOX_HOST so the
real host lives only in local start-cli context, not the repo. Add a
Current state section for fast session orientation.
Add a concise day-one AGENTS.md (stack, exact build/run/test/deploy
commands, directory layout, conventions, Always/Never). Preserve the
existing CLAUDE.md project constitution as docs/ten31-constitution.md
(referenced from AGENTS.md) and point CLAUDE.md -> AGENTS.md so Claude
Code loads the canonical guide.
Keysat