#!/usr/bin/env python3 """Test the Matrix review-bot bridge for email-activity proposals (Features 2/3): the bot work-lists (to_post / open / to_close), the Matrix side-row mark helpers, and an in-thread (source='matrix') decision that closes the thread — plus the bot-or-admin role gate. Synthetic data only (guardrail #9). The local model is stubbed. Run: cd backend && python3 test_email_proposal_matrix.py """ import json import os import sqlite3 import sys import tempfile os.environ["CRM_DB_PATH"] = os.path.join(tempfile.mkdtemp(), "crm.db") os.environ.setdefault("CRM_DATA_DIR", os.path.dirname(os.environ["CRM_DB_PATH"])) sys.path.insert(0, os.path.dirname(os.path.abspath(__file__))) import server # noqa: E402 server._summarize_email_gist = lambda subject, body: "fundraising update; proposed a call" FAILS = [] def check(cond, msg): print((" PASS " if cond else " FAIL ") + msg) if not cond: FAILS.append(msg) def setup(): conn = sqlite3.connect(os.environ["CRM_DB_PATH"]) conn.row_factory = sqlite3.Row conn.executescript(""" CREATE TABLE app_settings (key TEXT PRIMARY KEY, value_json TEXT, updated_at TEXT); CREATE TABLE email_accounts (id TEXT, email_address TEXT, sync_enabled INT DEFAULT 1, sync_status TEXT, backfill_complete INT); CREATE TABLE emails (id TEXT PRIMARY KEY, subject TEXT, body_text TEXT, snippet TEXT, from_name TEXT, from_email TEXT, sent_at TEXT, is_matched INT, match_status TEXT); CREATE TABLE email_investor_links (id TEXT, email_id TEXT, fundraising_investor_id TEXT, organization_id TEXT, contact_id TEXT, match_confidence REAL); CREATE TABLE email_activity_proposals (id TEXT PRIMARY KEY, email_id TEXT UNIQUE, investor_id TEXT, investor_name TEXT, direction TEXT, summary TEXT, proposed_note TEXT, email_subject TEXT, email_date TEXT, status TEXT DEFAULT 'pending', decided_by TEXT, decided_at TEXT, final_note TEXT, created_at TEXT); CREATE TABLE email_proposal_matrix (proposal_id TEXT PRIMARY KEY, event_id TEXT, posted_at TEXT, closed_at TEXT, created_at TEXT); CREATE TABLE users (id TEXT PRIMARY KEY, username TEXT); CREATE TABLE fundraising_investors (id TEXT PRIMARY KEY, investor_name TEXT, notes TEXT); CREATE TABLE fundraising_state (id TEXT PRIMARY KEY, grid_json TEXT, views_json TEXT, version INT, updated_by TEXT REFERENCES users(id), updated_at TEXT); CREATE TABLE interaction_log (id TEXT PRIMARY KEY, ts TEXT, actor_type TEXT, actor_id TEXT, action TEXT, target_type TEXT, target_id TEXT, payload TEXT, source TEXT, created_at TEXT); """) conn.execute("INSERT INTO users (id,username) VALUES ('user-1','grant')") conn.execute("INSERT INTO app_settings VALUES ('email_activity_since', ?, ?)", (json.dumps("2026-01-01T00:00:00"), "x")) conn.execute("INSERT INTO email_accounts (id,email_address) VALUES ('a','grant@ten31.xyz')") conn.execute("INSERT INTO fundraising_investors (id,investor_name,notes) VALUES ('inv1','Harbor & Vine','existing note')") grid = {"columns": [], "rows": [{"id": "inv1", "investor_name": "Harbor & Vine", "notes": "existing note"}]} conn.execute("INSERT INTO fundraising_state (id,grid_json,views_json,version) VALUES ('main',?,?,1)", (json.dumps(grid), "[]")) conn.executemany("INSERT INTO emails (id,subject,body_text,snippet,from_name,from_email,sent_at,is_matched,match_status) VALUES (?,?,?,?,?,?,?,1,'matched')", [ ("e1", "Fund III", "Here is the update", "the quarterly update is attached", "Grant", "grant@ten31.xyz", "2026-06-01T10:00:00"), ("e2", "Re: Fund III", "Thanks, a question", "thanks — one question on terms", "LP Contact", "lp@harborvine.example", "2026-06-02T10:00:00"), ]) conn.executemany("INSERT INTO email_investor_links (id,email_id,fundraising_investor_id,match_confidence) VALUES (?,?, 'inv1', 1.0)", [("l1", "e1"), ("l2", "e2")]) conn.commit() conn.close() def main(): setup() # role gate: bot passes the agent gate but is NOT an admin; member passes neither. check(server.require_bot_or_admin({"role": "bot"}), "bot passes require_bot_or_admin") check(server.require_bot_or_admin({"role": "admin"}), "admin passes require_bot_or_admin") check(not server.require_bot_or_admin({"role": "member"}), "member does NOT pass require_bot_or_admin") check(not server.require_admin({"role": "bot"}), "bot is NOT an admin (no user-mgmt/settings reach)") check(server.propose_email_activity_notes().get("proposed") == 2, "drafts 2 proposals") conn = server.get_db() props = server.list_email_activity_proposals(conn, status="pending") by_email = {p["email_id"]: p for p in props} p_a, p_b = by_email["e1"], by_email["e2"] # Both are pending + un-posted → both in to_post; card carries from/snippet/note context. lists = server.list_bot_email_proposals(conn) check(len(lists["to_post"]) == 2 and not lists["open"] and not lists["to_close"], "both proposals queued to_post") card = next(it for it in lists["to_post"] if it["id"] == p_a["id"]) check(card.get("from_name") == "Grant" and "quarterly update" in (card.get("snippet") or ""), "card carries from_name + snippet") check("✉" in (card.get("proposed_note") or ""), "card carries the drafted note") # Post p_a to Matrix → it leaves to_post and becomes an open thread (event id recorded). server.mark_proposal_matrix_posted(conn, p_a["id"], "evtA") lists = server.list_bot_email_proposals(conn) check(len(lists["to_post"]) == 1 and lists["to_post"][0]["id"] == p_b["id"], "posting p_a leaves only p_b to_post") check(len(lists["open"]) == 1 and lists["open"][0]["id"] == p_a["id"] and lists["open"][0]["event_id"] == "evtA", "posted p_a is an open thread carrying its event id") # Decide p_a IN-THREAD on Matrix (approve + close in one transaction). r = server.decide_email_activity_proposal(conn, p_a["id"], "approve", "user-1", source="matrix", close_matrix=True) check(r.get("status") == "approved" and r.get("placed_in_grid") is True, "matrix approve appends to the grid") lists = server.list_bot_email_proposals(conn) check(not any(it["id"] == p_a["id"] for it in lists["open"] + lists["to_close"]), "matrix-decided proposal is closed (not re-announced via to_close)") src = conn.execute("SELECT source FROM interaction_log WHERE action='email.activity_approved'").fetchone()["source"] check(src == "matrix", "matrix decision is audited source='matrix'") # Web-decide path: post p_b, then dismiss it on the WEB (default source, no close) → the bot # must see it in to_close so it can announce the web decision in-thread, then close. server.mark_proposal_matrix_posted(conn, p_b["id"], "evtB") server.decide_email_activity_proposal(conn, p_b["id"], "dismiss", "user-1") # web path: source crm_ui, no close lists = server.list_bot_email_proposals(conn) check(len(lists["to_close"]) == 1 and lists["to_close"][0]["id"] == p_b["id"] and lists["to_close"][0]["status"] == "dismissed", "web-decided open thread surfaces in to_close") src2 = conn.execute("SELECT source FROM interaction_log WHERE action='email.activity_dismissed'").fetchone()["source"] check(src2 == "crm_ui", "web decision is audited source='crm_ui'") server.mark_proposal_matrix_closed(conn, p_b["id"]) lists = server.list_bot_email_proposals(conn) check(not lists["to_close"] and not lists["open"], "closing the thread clears the work-lists") # Marking a non-existent proposal is a clean not_found, not a crash. check(server.mark_proposal_matrix_posted(conn, "nope", "evtX").get("error") == "not_found", "mark posted on unknown id -> not_found") conn.close() if FAILS: print(f"\nFAILED ({len(FAILS)})") for f in FAILS: print(" - " + f) sys.exit(1) print("\nALL PASS (email-proposal Matrix bridge)") if __name__ == "__main__": main()