Keysat
a917280bbb
Grant's real-phone testing surfaced seven items; this lands six (the seventh, in-app camera card intake, is planned in docs/handoffs/in-app-card-intake-plan.md). CRM half — ships in the s9pk (v0.1.0:99): - Intake fuzzy match no longer over-indexes on generic firm words. _name_similarity now compares DISTINCTIVE tokens only (generic descriptors — "Investment Group", "Capital", "Family Office" — stripped via _GENERIC_ORG_WORDS) for both the difflib ratio and the Jaccard, so "Fortitude Investment Group" stops surfacing Aether/Russell while "Aether Capital" still surfaces "Aether Investment Group". +2 regression cases. - Mobile grid "Last contact"/staleness sort is reversible. SortSheet gains opt-in dir/onToggleDir; other surfaces (Contacts/Pipeline) are untouched. - Mobile "Edit investor" prefills a contact's saved email. GET /api/fundraising/state heals a blank grid pill email from the linked classic contact (fundraising_contacts.contact_id -> contacts.email), fill-only, by pill order then name; the next one-row save persists it. +test_grid_email_heal.py. - Mobile quick-log pencil icon renders. iOS collapses a sole, centered, attribute-only -sized flex-child <svg>; .quicklog-btn svg now gets explicit CSS width/height + flex:none (the pattern the working bottom-tab/sort-pill icons use). The v97 fix only changed color. Matrix intake bot — ships on the Spark (bot-only, NOT the s9pk): - Approve/reject now redacts the whole intake thread (card + ack + main-timeline nudge + the user's own photo/note), mirroring the email-review room; redact_thread takes the room as an arg and matches replies by m.thread OR m.in_reply_to (so the nudge clears). No more in-Matrix confirmation after a commit (the thread vanishing is the ack). Needs the bot to hold a redact/moderator power level in the intake room. - New one-time backend/matrix_intake/redact_intake.py clears the room's pre-existing backlog (dry-run default; --apply). Tests 42/42 green; frontend render-smoke green. Frontend fixes are inspection + render -smoke verified (on-device confirm pending); the bot redaction is live-smoke only.
74 lines
16 KiB
TypeScript
74 lines
16 KiB
TypeScript
// Informational constants shared across the startos/ modules.
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// The authoritative id, title and version for the package come
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// from manifest/index.ts (id, title) and versions/ (version).
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export const PACKAGE_ID = 'ten-database'
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export const PACKAGE_TITLE = 'Ten31 Database'
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// ExVer form of the current 0.4 wrapper release (upstream 0.1.0, wrapper rev 44).
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// * 0.3.5 wrapper: 0.1.0.38 (legacy, aarch64)
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// * First 0.4: 0.1.0:39 (shipped seed snapshot for migration)
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// * Cleanup: 0.1.0:40 (seed removed + multi-threaded server + abuser auto-ban)
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// * 0.1.0:41 (frontend persists auth across refreshes)
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// * 0.1.0:42 (Gmail integration) / 0.1.0:43 (Gmail POST-body hotfix)
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// * 0.1.0:44 (Phase-0 ingest + MCP server in image; build-index action)
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// * 0.1.0:45 (Phase-1 thesis system; dual approval; merge review; in-app index)
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// * 0.1.0:46 (packaging fix: ship full backend so migrations run + endpoints work)
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// * 0.1.0:47 (soft-delete instead of hard-delete; source-count diagnostics)
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// * 0.1.0:48 (entity model: investors vs people; fixes double-count)
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// * 0.1.0:49 (Architect: Claude thesis generation + Thesis Workshop screen)
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// * 0.1.0:50 (Set Anthropic API Key UI action — no terminal needed)
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// * 0.1.0:51 (entity-resolution fix: people double-count + duplicate queue)
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// * 0.1.0:52 (grid/contacts unification: contact_id link + grid as front door)
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// * 0.1.0:53 (seed v5 thesis into the Architect Workshop)
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// * 0.1.0:54 (unification polish: LinkedIn in grid inline contact editor)
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// * 0.1.0:55 (Architect grounding boundary: redaction/re-hydration privacy gate)
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// * 0.1.0:56 (Thesis Workshop redesign: edit/choose/delete + approve-as-current)
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// * 0.1.0:57 (redaction fix: magnitude regex no longer eats the word after an amount)
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// * 0.1.0:58 (seed 5 Architect positioning framings into the Workshop as candidate options)
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// * 0.1.0:59 (Email Capture admin panel + matched email into the grounding corpus)
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// * 0.1.0:60 (Email Capture: single-mailbox enroll field for testing)
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// * 0.1.0:61 (Email Capture: live backfill progress + auto-refresh)
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// * 0.1.0:62 (fix backfill crash on no-Reply-To emails; Sync now retries errored mailboxes)
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// * 0.1.0:63 (System Status: storage usage — DB, attachments, backups, disk free)
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// * 0.1.0:64 (email-activity agent: propose->review->approve grid notes; sync ~15 min)
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// * 0.1.0:65 (Email Capture: per-mailbox captured/matched counts)
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// * 0.1.0:66 (LP Objections page: UI trigger for the Architect grounding pass)
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// * 0.1.0:67 (remove LP Objections page — generic/unverifiable; pivot to proactive outreach)
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// * 0.1.0:68 (Outreach Draft Assistant — tailored LP drafts via thesis + redaction boundary)
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// * 0.1.0:69 (follow-up radar — deterministic "needs attention" list + one-click draft)
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// * 0.1.0:70 (outreach voice upgrade — per-user voice from own emails + transparency; active-thread context)
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// * 0.1.0:71 (voice by-purpose larger sample + Tier-B: create Gmail draft w/ in-thread reply)
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// * 0.1.0:72 (stage v2.0 reserve-asset thesis spine as Workshop candidates)
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// * 0.1.0:73 (replace old settlement spine with v2.0 reserve-asset spine across Architect + outreach prompts, seed constants, and docs; promote v2.0 to the working approved spine + soft-retire old settlement nodes, reversibly, node-level only)
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// * 0.1.0:74 (security/privacy hardening — full-eval P0+2×P1: close /assets/ path traversal, add NER backstop to the outreach redaction boundary, filter deleted_at on get-by-id)
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// * 0.1.0:75 (Phase-A digest SMTP: per-package "Configure Digest SMTP" action writes /data/secrets/smtp/*; entrypoint exports SMTP_*; backend smtp_send.py + admin "send test email" endpoint + Settings→Admin "Send Test Digest Email" button)
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// * 0.1.0:76 (digest send via Gmail DWD: backend/email_integration/gmail_send.py uses the existing service account's gmail.compose scope for users.messages.send; digest_mailer prefers Gmail DWD and falls back to SMTP; the admin test endpoint + Settings button route through it — no app password needed when Gmail is enabled)
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// * 0.1.0:77 (daily activity digest — Phase B: digest_builder builds by-team-member [per-user Spark narrative, never Claude] + by-investor [inbound+outbound, deduped] sections; always-on digest_scheduler reads a DB-backed policy; enable/send-time in Settings→Admin via GET/PATCH /api/admin/digest/policy; POST /api/admin/digest/send-now + "Send Digest Now" button)
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// * 0.1.0:78 (retire legacy lp_profiles + orphaned LP Tracker; Dashboard "Total Committed" repointed onto the fundraising grid [graveyard-excluded], "Total Funded" dropped; /api/lp-profiles* + lp-breakdown report removed; contact-dossier LP section + demo-seed LP block removed)
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// * 0.1.0:79 (HOTFIX blank-screen: pin @babel/standalone@7.29.7 — the unpinned CDN upgraded to Babel 8, whose preset-react automatic JSX runtime emits an ESM import that blanks the classic inline-script app; plus close 3 server-side admin gaps: GET /api/users, /api/email/status, /api/email/accounts now require_admin)
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// * 0.1.0:80 (repurpose Communications tab as the admin-only email-activity panel: new GET /api/email/activity [admin-enforced] over the email_* tables, filterable by investor/mailbox/direction + free-text search; classic manual log form retired; code-only, no schema change)
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// * 0.1.0:81 (Communications tab is matched-only: query_email_activity gates on EXISTS email_investor_links, so unmatched cold/unknown-sender email is captured but never surfaced in the panel; code-only, no schema change)
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// * 0.1.0:82 (vendor + SRI-pin the front-end libs: React/ReactDOM/Babel now ship in the s9pk and load same-origin from /assets/vendor/ with integrity hashes, so a CDN can never swap prod deps [the v78/v79 blank-screen class] and the box needs no outbound internet to render; plus a committed jsdom render smoke check [start9/0.4/render-smoke.mjs] gating the default `make` build)
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// * 0.1.0:83 (email search/query + windowed digest preview, code-only: Communications investor dropdown now mirrors the list with typed keys [fund:/org:/contact:] so classic-contact/org-domain matches show + are pickable [fixes the empty-dropdown bug], plus a date-range filter, a click-to-expand full-body view [GET /api/email/detail], and a semantic "Search content" mode over indexed email bodies [GET /api/email/search -> ingest hybrid_search, soft-delete-filtered, 503 if Spark/Qdrant down]; Daily Digest gains an in-app windowed preview before send [POST /api/admin/digest/preview, send-now takes the same window] that exercises the real Spark summarizer without touching the daily cursor)
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// * 0.1.0:84 (Matrix intake bot CRM support — ships the server side of commit 7ad0ee7, which was never packaged: new read-only GET /api/intake/match [new-vs-existing lookup against the canonical fundraising grid blob; returns the grid row id so an approved note lands on the matched investor, no duplicate] + source provenance on POST /api/fundraising/log-communication [audit records source, default "fundraising_grid"]; code-only, no schema change)
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// * 0.1.0:85 (cosmetic: drop the redundant "[note]" tag from the fundraising-grid note line — now "YYYY-MM-DD Contact: summary"; informative comm types [call, meeting, …] keep their "[type]" tag; shared by the Matrix intake bot + grid-UI logging; no schema change)
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// * 0.1.0:86 (Matrix intake fuzzy matching: GET /api/intake/match now returns ranked `candidates` [fuzzy near-matches — deterministic difflib name similarity + token overlap + email edit-distance ≤ 2, legal-suffix-aware] alongside the exact `match`, so the bot can surface near-duplicates ["Charlie"/"Charles", "Acme Capital"/"Acme Capital LLC", a one-char email typo] for human confirmation instead of silently creating a second investor; the bot-side disambiguation + conversational-edit UX ships on the Spark, not the s9pk; code-only, no schema change)
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// * 0.1.0:87 (Adopt the Pipeline — grid drives the deal board: new "Add to Pipeline" row action creates+links an opportunity via opportunities.fundraising_investor_id [migration 0005, additive], reusing the grid's synced contact [no POST /api/contacts side-door] and mapping the grid lead→owner; idempotent [one live opp/investor, re-link never reseeds board-owned stage/probability]; read-only Pipeline + Pipeline Stage grid columns derived live from the linked opp; "Remove from Pipeline" soft-deletes the opp [grid row untouched]; deleting a grid investor archives its orphaned opp; folds in the soft-delete fix for the pipeline report + dashboard aggregates [archived opps no longer counted])
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// * 0.1.0:88 (frontend-only: retire the Pipeline page's "+ New Opportunity" button + its create-by-contact modal — opportunities are now born only from a fundraising-grid investor row ["+ Pipeline"], so the board is a view + stage-management surface; replaced the button with a muted "Add deals from the Fundraising Grid" hint; removed the now-dead handler/state + the page's unused /api/contacts fetch)
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// * 0.1.0:89 (email-proposal review over Matrix + a dedicated agent role: Email Capture's proposed grid notes gain a click-to-view inline popup of the source email [from/to/cc/date/subject/scrollable body, via the existing GET /api/email/detail]; and a CRM→Matrix review bridge — the intake bot [Spark] pulls pending proposals, posts a review card to a dedicated review room [MATRIX_EMAIL_REVIEW_ROOM], and relays in-thread yes/no/NL-edit back to the CRM, with web panel ↔ Matrix kept in sync [decide on either surface; the other reflects it]. New side table email_proposal_matrix [email-integration migration 0003, additive + idempotent] holds per-proposal Matrix thread state; new bot-or-admin endpoints GET /api/intake/email-proposals + .../{id}/matrix + .../{id}/decide, gated by a new 'bot' role [authenticated, never admin]. Bot poll loop + review-room handling ship on the Spark, not the s9pk)
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// * 0.1.0:90 (give admins a UI path to provision the 'bot' role added in v89: the Settings → Admin edit-user role dropdown now offers "bot" alongside member/admin [the teammate-invite form stays member/admin only — provisioning an agent account is an admin re-classification, not an invite]; backend already accepted it; frontend-only, no schema change)
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// * 0.1.0:91 (clarify email-proposal note wording: the proposed grid note now NAMES who emailed whom — "{teammate} emailed {investor}" outbound / "{sender} emailed the team" inbound — instead of a bare "Sent"/"Received"; also fixes a misclassification where a sender on our corporate domain whose mailbox isn't enrolled read as "Received" [outbound now also matches our domain, public providers like gmail excluded so an LP's gmail never reads as ours]; going-forward only, no schema change. Matrix-side review tweaks — dash separators + redacting decided cards — ship on the Spark, not the s9pk)
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// * 0.1.0:92 (reminders & follow-ups, W1: new `reminders` table [in-app migration 0006; logical FK to fundraising_investors.id + denormalized name], full CRUD at /api/reminders [soft-delete; open/done/snoozed/cancelled; assignee; source human/bot/automation], read-only derived `reminder_status` grid column [overdue/due_soon/open — injected like pipeline_stage, filterable], orphan reconciler, Reminders page + Dashboard "Reminders Due" card + daily-digest "reminders due" section, and a per-investor last_activity_at recency rollup. Pure local CRM, no LLM path)
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// * 0.1.0:93 (natural-language query, W2: read-only "ask the database in plain English" — a curated, parameterized query catalog [backend/nl_query/] behind a strict slot validator [the trust boundary — no generic SQL / dynamic identifiers]; a local-Qwen translator maps a question→{intent,slots} via Spark Control so the question never leaves the box [no Claude, no redaction]; new endpoints POST /api/query/nl + GET /api/query/catalog [require_bot_or_admin, audited entity_type='nl_query'], results never returned to any model; no schema change. The Matrix Q&A client [dedicated room + ?/@bot trigger] ships on the Spark, not the s9pk)
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// * 0.1.0:94 (NL-query correctness fix: the comms_by_user + email_counts_by_user intents were counting/listing a user's ENTIRE captured sent corpus [internal/vendor/personal], not only email to a matched investor — they lacked the EXISTS email_investor_links gate that recent_emails + the Communications panel use. Added the matched-only gate to both [+ a regression test seeding an unmatched sent email]; no schema change, no UI change)
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// * 0.1.0:95 (mobile-first redesign goes live + installable PWA. The Grid, Pipeline, Reminders & Contacts screens are touch-native on phones below 768px [safe-area bottom-tab nav, card lists, drag-dismiss bottom sheets, swipe actions, full-screen Grid detail, SVG tab icons + ·Ten31· wordmark], with an app-wide light theme + toggle. Installable home-screen PWA: manifest.webmanifest [standalone display, #0b1118 theme] + square/apple-touch icons + a pre-auth /manifest.webmanifest route; iOS-first, no service worker. Pipeline funnel v2: 4-stage lead→engaged→diligence→commitment [in-app migration 0007] with derived grid signals [pipeline_stage/existing_investor/recency] injected-on-GET, stripped-on-write. Desktop UI unchanged; no LLM path. Bundles the previously deploy-pending mobile Phases 0–8 + drag-reorder views + the PWA)
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// * 0.1.0:96 (login page mobile/PWA conformance — the one surface the v95 mobile redesign skipped. CSS-only: 100vh→100dvh [dynamic viewport, fixes the centered card tucking under the iOS standalone status bar], a <768px media query adding 16px screen gutters + env[safe-area-inset] top/bottom clearance + touch-sized fields [inputs 46px/15px, button 46px], full-bleed card on small phones, and the §4 card depth shadow on the login card to match .section. No markup/JS/schema change; desktop login unchanged)
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// * 0.1.0:97 (mobile top-bar polish + native zoom behaviour. Viewport meta gains maximum-scale=1 + user-scalable=no: kills pinch-zoom AND the iOS auto-zoom-on-focus that jerked the page in on every <16px input tap [app-wide, not just login]; OS accessibility zoom still works. Top-bar account initial now flex-centered + dc-aligned [IBM Plex Mono, accent-light, 13px — was defaulting to inline/baseline, off-center]. Quick-log pencil bumped --text-muted→--text-secondary for real affordance [the dc t3 grey thin-outline read as empty next to the color sun emoji on-device]. CSS-only; no JS/schema change)
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// * 0.1.0:98 (business-card intake [Matrix bot] captures a contact's phone, mobile/cell, city + LinkedIn from a scanned card onto the contact record — cell to Mobile, office to Phone, fax skipped. Server half: _upsert_contact_from_fundraising now accepts phone+mobile on the contact dict [city+linkedin already worked]. The bot's transcription/extraction/card changes ship on the Spark [git pull + rebuild]. No schema change [contacts columns already exist]; no user-facing CRM change)
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// * Current: 0.1.0:99 (Grant device-test round 2, CRM half: intake fuzzy match scores DISTINCTIVE tokens only [no more "Investment Group"/"Capital"/"Family Office" false look-alikes]; mobile grid "Last contact"/staleness sort is reversible; mobile Edit-investor prefills a contact's email [GET /api/fundraising/state heals a blank grid pill from the linked classic contact, fill-only]; mobile quick-log pencil icon renders [CSS sizing on the sole flex-child svg]. The Matrix intake thread-redaction change ships on the Spark, not here. No schema change; no migration)
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export const PACKAGE_VERSION = '0.1.0:99'
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export const DATA_MOUNT_PATH = '/data'
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export const WEB_PORT = 8080
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export const IMAGE_ID = 'main'
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export const VOLUME_ID = 'main'
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