-
7f9a15ebf3
Adopt the Pipeline: grid-driven opportunities link (v0.1.0:87)
main
Keysat
2026-06-17 23:08:36 -05:00
-
06482247df
Handoff: record team-roster parse frame deployed & smoked; reprioritize Next
Keysat
2026-06-17 22:17:44 -05:00
-
c1ea1769a4
Matrix intake: frame parse with team roster so a teammate isn't read as the prospect
Keysat
2026-06-17 21:58:54 -05:00
-
b376b8ce33
Handoff: prune Current state to a snapshot; note shared .dockerignore gotcha
Keysat
2026-06-17 20:30:39 -05:00
-
cae2dbc8b9
Record intake-bot containerization; log parse fix, card handoff, and repo-extraction follow-ons
Keysat
2026-06-17 20:13:35 -05:00
-
b470ea2659
Containerize the Matrix intake bot as a managed service (restart: unless-stopped)
Keysat
2026-06-17 20:10:16 -05:00
-
a7b03837b3
Record v0.1.0:86 deploy: Matrix intake fuzzy + conversational pass live on the box + Spark
Keysat
2026-06-17 18:55:51 -05:00
-
0b893295e1
Matrix intake: fuzzy investor matching + conversational in-thread edits (v0.1.0:86)
Keysat
2026-06-17 18:50:58 -05:00
-
fa6c9da0e6
Drop redundant "[note]" tag from fundraising-grid note line (v0.1.0:85)
Keysat
2026-06-17 17:30:40 -05:00
-
aefb2aa119
Matrix intake: main-timeline nudge, clearer messages, note text in grid
Keysat
2026-06-17 17:14:08 -05:00
-
13326cbdc6
Ship Matrix-intake CRM endpoints to the box (v0.1.0:84)
Keysat
2026-06-17 15:33:06 -05:00
-
fd2e3ed78e
Matrix intake: strip surrounding punctuation from extracted emails
Keysat
2026-06-17 14:06:32 -05:00
-
7ad0ee7624
Add Matrix intake bot (M1+M2): typed message → approved fundraising-grid write
Keysat
2026-06-17 07:51:27 -05:00
-
172c76553b
Triage inbox: correct networking facts, log icon/email-sync/Matrix-bridge items
Keysat
2026-06-16 22:24:33 -05:00
-
6e18d8ddd4
Refresh Current state for v0.1.0:83 (deployed + validated; digest auto-send on)
Keysat
2026-06-16 21:23:31 -05:00
-
c7b74a2704
Email search/query + windowed digest preview (v0.1.0:83)
Keysat
2026-06-16 20:46:15 -05:00
-
c29ac2f2ee
Refresh Current state for v0.1.0:82; document render-smoke build gate
Keysat
2026-06-16 16:43:10 -05:00
-
40a0270a99
Vendor + SRI-pin front-end libs; add render smoke gate (v0.1.0:82)
Keysat
2026-06-16 16:10:26 -05:00
-
45fd037e3b
Refresh Current state for v0.1.0:81 (matched-only Communications tab)
Keysat
2026-06-16 15:53:44 -05:00
-
6563a7811e
Communications tab: show matched investors only (v0.1.0:81)
Keysat
2026-06-16 15:43:30 -05:00
-
def7c9ea6a
Document email-activity panel semantics in email guide
Keysat
2026-06-16 15:26:05 -05:00
-
42d2b4b245
Repurpose Communications tab as admin-only email-activity panel (v0.1.0:80)
Keysat
2026-06-16 14:49:59 -05:00
-
f9705d2216
Refresh Current state for v0.1.0:79 (blank-screen hotfix + admin gaps)
Keysat
2026-06-16 14:07:32 -05:00
-
cc25be4e14
Fix blank-screen on load + close 3 admin gaps (v0.1.0:79)
Keysat
2026-06-16 12:59:55 -05:00
-
da052a181b
Handoff: record grid-canonical investor model; refresh Current state for v0.1.0:78
Keysat
2026-06-16 11:14:15 -05:00
-
a5a9b06423
Refresh AGENTS.md Current state for v0.1.0:78 (grid-canonical decision; lp_profiles retired)
Keysat
2026-06-16 11:01:09 -05:00
-
c23384498b
Mark v0.1.0:78 deployed & verified live (lp_profiles/LP Tracker retired)
Keysat
2026-06-16 10:51:01 -05:00
-
108210d8e1
Retire lp_profiles + LP Tracker; repoint Dashboard committed to the grid (v0.1.0:78)
Keysat
2026-06-16 10:48:53 -05:00
-
5cda84a7c0
Handoff: capture install-verify gotcha + config-placement convention
Keysat
2026-06-15 22:48:27 -05:00
-
6677aab11d
Mark v0.1.0:77 deployed & verified live (digest Phase B)
Keysat
2026-06-15 22:36:42 -05:00
-
323f016f64
Add daily activity digest — Phase B (v0.1.0:77)
Keysat
2026-06-15 22:32:27 -05:00
-
036226ed74
Scope the email guide to the top-level digest send files
Keysat
2026-06-15 20:55:38 -05:00
-
661ad35ee5
Handoff: document the digest send path; trim Current state
Keysat
2026-06-15 20:49:34 -05:00
-
4b944ca8ad
Mark v0.1.0:76 deployed & verified live (Gmail-DWD digest send)
Keysat
2026-06-15 20:38:52 -05:00
-
fee037a630
Apply review polish to the digest send path (post-v0.1.0:76)
Keysat
2026-06-15 20:37:49 -05:00
-
47dfd110a0
Add Gmail-DWD send path for the digest mailer (v0.1.0:76)
Keysat
2026-06-15 20:17:27 -05:00
-
e62306be27
Mark v0.1.0:75 deployed & verified live on the box
Keysat
2026-06-15 18:59:59 -05:00
-
114a94c894
Add Settings 'Send Test Digest Email' button (admin) (v0.1.0:75)
Keysat
2026-06-15 18:55:32 -05:00
-
a350f8f5dd
Fix Configure Digest SMTP success message to point at the real test endpoint (v0.1.0:75)
Keysat
2026-06-15 18:34:09 -05:00
-
2758ac81d3
Add daily-digest Phase A: per-package SMTP send + admin test endpoint (v0.1.0:75)
Keysat
2026-06-15 18:33:06 -05:00
-
ecfc5d968a
Resolve SMTP SDK caveat: beta.66 verified identical to 1.5.3
Keysat
2026-06-15 17:57:52 -05:00
-
eb53afc186
Note per-package (independent) SMTP option in digest backlog entry
Keysat
2026-06-15 16:53:33 -05:00
-
96bbf36b2b
Record StartOS 0.4 SMTP mechanism in digest backlog entry
Keysat
2026-06-15 16:24:40 -05:00
-
f1bd26e2e4
Add daily activity-digest email to roadmap backlog
Keysat
2026-06-15 16:18:51 -05:00
-
d09a22498d
Remove superseded thesis-seed drafts and legacy s9pk seed artifacts
Keysat
2026-06-15 13:49:42 -05:00
-
840f927324
Add inbox-check line; align .gitignore with canonical .claude policy
Keysat
2026-06-14 12:17:16 -05:00
-
7285bb0e52
Add regression tests for v74 fixes; close soft-delete leak in list-view aggregates
Keysat
2026-06-13 00:26:22 -05:00
-
a74a540295
Make launch.json frontend path portable ($PWD/frontend)
Keysat
2026-06-12 19:19:31 -05:00
-
6816d4a4f0
Realign stale thesis tests to the 7-member positioning group
Keysat
2026-06-12 18:44:14 -05:00
-
a9611b935b
Update Current state: v0.1.0:74 deployed to the box
Keysat
2026-06-12 18:13:13 -05:00
-
aec2b7775b
Harden privacy boundary and asset serving (v0.1.0:74)
Keysat
2026-06-12 17:44:27 -05:00
-
1959c22e19
docs: reframe AGENTS.md — venture CRM foundation + agentic layer on top
Keysat
2026-06-12 17:02:48 -05:00
-
090416f05e
docs: extract subsystem guides; keep AGENTS.md to whole-repo facts
Keysat
2026-06-12 16:46:49 -05:00
-
cabbcae5d5
docs: scrub box hostname to $START9_BOX_HOST; add Current state section
Keysat
2026-06-12 16:36:34 -05:00
-
ef869be082
docs: add AGENTS.md as canonical agent guide; symlink CLAUDE.md
Keysat
2026-06-12 16:23:10 -05:00
-
07af9257f4
Add VS Code launch config for CRM preview
Keysat
2026-06-12 16:05:18 -05:00
-
fffc90c7a4
Replace v5 settlement spine with v2.0 reserve-asset spine (v0.1.0:73)
Keysat
2026-06-09 08:22:24 -05:00
-
c53fdcb4a0
thesis: stage v2.0 reserve-asset spine as Workshop candidates (v0.1.0:72)
Keysat
2026-06-08 23:32:36 -05:00
-
606b336a00
outreach: voice by-purpose (larger sample) + Tier-B Gmail draft creation (v0.1.0:71)
Keysat
2026-06-08 22:30:05 -05:00
-
49f84ca9a4
outreach: per-user voice from own emails + transparency; active-thread context (v0.1.0:70)
Keysat
2026-06-08 22:06:38 -05:00
-
787d580550
outreach: follow-up radar — deterministic "needs attention" + one-click draft (v0.1.0:69)
Keysat
2026-06-08 21:31:52 -05:00
-
b5619d61e1
outreach: Outreach Draft Assistant — tailored LP drafts (v0.1.0:68)
Keysat
2026-06-08 20:06:46 -05:00
-
0943aeb2df
architect: remove LP Objections page — generic/unverifiable output (v0.1.0:67)
Keysat
2026-06-08 19:09:58 -05:00
-
c2b84a1f26
architect: LP Objections page — UI trigger for the grounding pass (v0.1.0:66)
Keysat
2026-06-08 18:48:24 -05:00
-
701e37b579
email: per-mailbox captured/matched counts on Email Capture (v0.1.0:65)
Keysat
2026-06-07 23:10:51 -05:00
-
069e60053b
email-activity agent: propose -> review -> approve grid notes (v0.1.0:64)
Keysat
2026-06-06 15:55:26 -05:00
-
3893a4fb9f
system-status: show storage usage (DB, attachments, backups, disk free) — v0.1.0:63
Keysat
2026-06-06 13:34:18 -05:00
-
ea036f49a6
email: fix backfill crash on emails with no Reply-To; Sync now retries errored mailboxes (v0.1.0:62)
Keysat
2026-06-06 12:41:06 -05:00
-
2cb476e36b
email: live backfill progress on Email Capture panel — v0.1.0:61
Keysat
2026-06-06 12:29:01 -05:00
-
1850bc4431
email: single-mailbox enroll field on Email Capture panel — v0.1.0:60
Keysat
2026-06-06 12:10:09 -05:00
-
ee02ccfd64
email: Email Capture admin panel (status / enroll / sync / re-match) — v0.1.0:59
Keysat
2026-06-05 21:00:14 -05:00
-
bf829b784a
grounding: wire matched email bodies into the LP-feedback corpus
Keysat
2026-06-05 20:30:29 -05:00
-
196f1f6c65
thesis: seed 5 Architect positioning framings into the Workshop (v0.1.0:58)
Keysat
2026-06-05 19:40:25 -05:00
-
c898ad8530
redaction: \b after magnitude so amounts don't eat the next word (v0.1.0:57)
Keysat
2026-06-05 18:52:04 -05:00
-
6d6f4bcc7e
Thesis Workshop redesign: edit/choose/delete + approve-as-current (v0.1.0:56)
Keysat
2026-06-05 18:29:47 -05:00
-
8338c34ac0
Remove dead Add-Contact modal from ContactsPage
Keysat
2026-06-05 17:06:29 -05:00
-
2e70b34592
Architect grounding boundary: redaction/re-hydration privacy gate (v0.1.0:55)
Keysat
2026-06-05 17:06:29 -05:00
-
300041a7ec
Unification polish: LinkedIn in the grid inline contact editor (v0.1.0:54)
Keysat
2026-06-05 15:24:50 -05:00
-
49d384a0fb
Seed the v5 thesis into the Architect Workshop (v0.1.0:53)
Keysat
2026-06-05 15:19:44 -05:00
-
2afed210cb
Grid/contacts unification step 1: real contact_id link + grid as front door (v0.1.0:52)
Keysat
2026-06-05 15:10:26 -05:00
-
d16264f401
Fix people double-count + duplicate-queue explosion (v0.1.0:51)
Keysat
2026-06-05 14:49:39 -05:00
-
3d9caac178
Add "Set Anthropic API Key" StartOS UI action (v0.1.0:50)
Keysat
2026-06-05 13:52:26 -05:00
-
77e619d097
Add Architect Thesis Workshop UI (v0.1.0:49)
Keysat
2026-06-05 13:32:43 -05:00
-
dd25bbc08d
Architect agent: Claude-powered thesis generation (backend scaffolding)
Keysat
2026-06-05 13:25:47 -05:00
-
91361042e7
Entity model: investors (grid) vs people (contacts); fix double-count (0.1.0:48)
Keysat
2026-06-05 13:05:58 -05:00
-
3c31b1e8a5
Soft-delete + source-count diagnostics; thesis v4 (0.1.0:47)
Keysat
2026-06-05 12:20:38 -05:00
-
bdf9bec4ff
Fix packaging: ship the full backend tree (0.1.0:46)
Keysat
2026-06-05 11:36:56 -05:00
-
6b3c3aebec
Untrack data/backups/ (real fundraising data; sovereignty)
Keysat
2026-06-05 11:22:15 -05:00
-
3354a0b354
Phase 1 UI: index actions + duplicate-review queue; bump to 0.1.0:45
Keysat
2026-06-05 11:19:43 -05:00
-
cd3cca725c
Phase 1: dual approval default, web-UI index jobs + merge review queue, thesis v2
Keysat
2026-06-05 11:14:12 -05:00
-
fa2a5ce95f
Phase 1 UI: Thesis review (dual approval) + System Status views
Keysat
2026-06-05 10:50:47 -05:00
-
dd2c34d7bc
Phase 1: investor↔contacts (member_of), system status, thesis seed v1
Keysat
2026-06-05 10:47:26 -05:00
-
3e199fd8d5
Phase 1 Workstream A+E: thesis substrate + dual-approval gate
Keysat
2026-06-05 10:20:00 -05:00
-
6be2e40f54
Phase 0 go-live polish: hands-off incremental sync + refresh action
Keysat
2026-06-05 09:36:06 -05:00
-
f357c23c75
Phase 0 complete: fuzzy entity tier, incremental sync, Start9 packaging
Keysat
2026-06-05 08:55:12 -05:00
-
c7ce44d963
Phase 0 foundation: canonical schema, ingest pipeline, CRM MCP server
Keysat
2026-06-05 08:11:28 -05:00
-
7027efd777
init local package repo
MacPro
2026-02-27 12:44:50 -06:00