Keysat
069e60053b
When a sent/received email is matched to an investor, a local-model agent drafts a
one-line dated note and queues it as a PENDING proposal (it never writes the grid
itself). On the Email Capture page a partner sees "Proposed grid notes", can edit the
text, and Approve (appends to that investor's grid notes cell, newest at bottom,
stamped with the approver) or Dismiss. Going-forward only: a cutoff (app_settings
email_activity_since, set on first run) means email dated before the feature was
enabled is never summarized, so the historical backfill makes no noise. Sovereign:
summaries run entirely on the local model (no redaction needed). Gmail sync interval
tightened 180 -> 15 min so outgoing email surfaces quickly.
Backend: migration 0002 (email_activity_proposals); propose_email_activity_notes()
runs via a new scheduler post_sync hook; list/decide functions + routes
GET /api/activity/proposals, POST .../{id}/approve|dismiss. Grid append stamps the
approving user (fundraising_state.updated_by has a FK to users). Test
test_email_activity.py (propose cutoff/idempotency, approve appends + edited note,
dismiss, already-decided guard) under FK enforcement.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
23 lines
1.2 KiB
TypeScript
23 lines
1.2 KiB
TypeScript
import { VersionInfo } from '@start9labs/start-sdk'
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// Email-activity agent (propose -> review -> approve). When a sent/received email is
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// matched to an investor, a local-model agent drafts a one-line dated note and queues
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// it for review on the Email Capture page; a partner edits if needed and Approves
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// (appends to that investor's grid notes) or Dismisses. Going-forward only (never
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// summarizes email older than when this was switched on), so the historical backfill
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// makes no noise. Sovereign: the summary runs entirely on the local model. Gmail sync
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// interval tightened to ~15 min so outgoing email surfaces quickly. Migration 0002
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// (email_activity_proposals).
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export const v_0_1_0_64 = VersionInfo.of({
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version: '0.1.0:64',
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releaseNotes: {
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en_US: [
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'New email-activity agent: when an email is matched to an investor, it drafts a short',
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'dated note (on your local model) and queues it on the Email Capture page for you to',
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'edit, approve into that investor’s grid notes, or dismiss. Going-forward only, so',
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'the historical backfill stays quiet. Gmail now syncs about every 15 minutes.',
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].join(' '),
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},
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migrations: { up: async () => {}, down: async () => {} },
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})
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