ten31-database/AGENTS.md

# Ten31 Venture CRM + Agentic System — AGENTS.md

**The foundation is a self-hosted venture-fund CRM** — a purpose-built fundraising tool that replaced Airtable to (1) keep sensitive LP/prospect data off third-party servers, (2) drop subscription cost, and (3) fit the fund's workflow: managing ~150 existing LPs, tracking 250+ prospects, and running the capital-raise pipeline. Core CRM domain: contacts (investor/prospect/advisor), organizations, opportunities (the deal pipeline), and communications; investor commitments live in the canonical `fundraising_*` grid (the legacy single-fund `lp_profiles` table was retired in v0.1.0:78). The fund (Ten31, ~$200M AUM, bitcoin/energy/AI thesis) runs it on a Start9 box, accessed over ClearNet (StartOS StartTunnel) with app-level user auth by a team of ~5 (Tailscale is not in use). Schema/API tour: `docs/crm-overview.md`.

**The agentic system is new functionality built on top of that CRM** — an in-house AI layer to widen the fundraising funnel, sharpen the thesis, and automate outreach drafting. Frontier reasoning runs on Claude (Agent SDK/API); privacy-sensitive and bulk work runs on local DGX Spark models via the **Spark Control** gateway. **Phase 0/1 — no live outward-facing agents; agents draft, humans send.**

> **Inbox check:** At session start, if `~/Projects/standards/INBOX.md` exists, scan it for
> items tagged `(CRM)` and surface them before proposing next steps; triage with `/triage`.

## Stack (versions that matter)

- **Python 3.11, standard library only at runtime.** The CRM is one monolith, `backend/server.py` (~5k lines): a stdlib `http.server.ThreadingHTTPServer` + hand-written `CRMHandler` with manual path dispatch (`do_GET`/`do_POST`). **Not FastAPI.** `backend/requirements.txt` lists FastAPI/SQLAlchemy/Alembic/Pydantic/pytest-style deps but **none are imported at runtime** (vestigial).
- **SQLite** at `data/crm.db` (WAL, `foreign_keys=ON`), opened per-request via `get_db()`. Schema via ordered migrations.
- **Frontend:** single `frontend/index.html`, inline-Babel React. **No build step.**
- Optional runtime deps, used only if present: `bcrypt`, `PyJWT` (`jwt`), `cryptography` (Gmail module).
- **MCP + ingest** (in the Docker image, not the bare CRM): `mcp==1.2.0` (FastMCP, `backend/mcp/server.py`), `fastembed==0.4.2`, `anthropic`, `cryptography==42.0.5`.
- **Packaging:** StartOS 0.4, TypeScript SDK (`@start9labs/start-sdk`) under `start9/0.4/startos/`. Live target is `start9/0.4/`.
- **Local models** (bge-m3 embeddings, bge-reranker-v2-m3, `/api/search`, Qdrant): always via Spark Control. Contract: `docs/EMBEDDINGS.md`. The chat model (`CRM_CHAT_MODEL`, the daily-driver Qwen) is **vision-capable** — Spark Control's `/v1/chat/completions` is a dumb passthrough, so OpenAI **multimodal** `image_url` data-URIs work unchanged (used by the intake bot's business-card OCR; reuse `llm.chat_vision`).

## Commands

```bash
# Run locally (dev, port 8080; or ./start.sh <port>) — runs python3 backend/server.py
./start.sh
# Run prod-mode (beta) — requires CRM_SECRET_KEY
./start_beta.sh
# Sanity-check edits (there is no compiler/build for the CRM)
python3 -m py_compile backend/server.py
# Run ONE test (tests are standalone scripts with `if __name__ == "__main__"`; no pytest installed)
python3 backend/redaction/test_scrub_leak.py        # substitute any backend/**/test_*.py
# Run all tests (aggregate runner — runs each backend/**/test_*.py in its own subprocess)
python3 backend/run_tests.py                         # add substrings to filter, e.g. `... soft_delete redaction`
# Build + install the s9pk — BUMP THE VERSION FIRST. See docs/guides/packaging.md.
cd start9/0.4 && make
```

- **Migrations** apply automatically at startup (`backend/core_migrations.py`, `schema_migrations` ledger). See `docs/guides/migrations.md` before adding one.
- **Lint:** none configured.

## Directory layout (day-one)

- `backend/server.py` — the CRM monolith: HTTP handler, route dispatch, `init_db()`, auth (username/password → HS256 JWT, roles admin/member/bot).
- `backend/core_migrations.py` + `backend/migrations/NNNN_*.sql` (+ paired `.down.sql`) — additive schema migrations, applied at startup.
- `backend/thesis_seed.py` — Thesis Workshop seed + idempotent `ensure_*` one-time seeders, wired in `server.init_db()`.
- `backend/thesis_review.py` — thesis version review/approval (human dual sign-off → canonical).
- `backend/mcp/` — `architect_agent.py` (Claude thesis copilot), `architect_tools.py`, `outreach_agent.py` (LP draft assistant), `architect_grounding.py`, `crm_tools.py`, `server.py` (FastMCP).
- `backend/email_integration/` — Gmail capture via domain-wide delegation + Tier-B draft creation (`compose.py`).
- `backend/redaction/` — `scrub.py` + `client.py`: the scrub→Claude→re-hydrate privacy boundary.
- `backend/ingest/` — chunk→embed→Qdrant + retrieval modes.
- `backend/entity_*.py` — entity resolution/merge (the two-investor-model reconciliation).
- `backend/nl_query/` — read-only natural-language query (W2): `intents.py` (curated parameterized query catalog), `runner.py` (slot validator = trust boundary), `translate.py` (local-Qwen question→{intent,slots}). See the nl-query guide.
- `backend/matrix_intake/` — Matrix intake bot (separate process; `matrix-nio`, isolated to this component): typed message → local-Qwen parse → in-thread approve → write via the CRM's own `log-communication`. See the matrix-intake guide.
- `frontend/index.html` — the entire UI.
- `docs/` — architecture, phase plans, contracts, runbooks (see Deeper docs). `docs/guides/` — scoped subsystem rules (see below).
- `start9/0.4/` — StartOS package (`startos/utils.ts` holds `PACKAGE_VERSION`).
- `data/crm.db` — the live DB (gitignored). `.env` / `.env.example` — config (`.env` gitignored).

## Scoped guides

Subsystem rules live in `docs/guides/` and lazy-load in Claude Code via `.claude/rules/` symlinks (scoped by `paths:` frontmatter). **Read the guide before editing that area:**

- **Migrations or seeders** (`backend/migrations/`, `core_migrations.py`, `thesis_seed.py`) → `docs/guides/migrations.md`
- **Thesis logic** (`backend/thesis_*.py`, `backend/mcp/architect_*.py`) → `docs/guides/thesis.md`
- **Redaction or any MCP/Claude path** (`backend/redaction/`, `backend/mcp/`) → `docs/guides/redaction.md`
- **Ingest / retrieval** (`backend/ingest/`) → `docs/guides/spark-ingest.md`
- **Email capture / drafts + digest send** (`backend/email_integration/`, `backend/digest_mailer.py`, `backend/smtp_send.py`) → `docs/guides/email.md`
- **Building or deploying the s9pk** (`start9/`) → `docs/guides/packaging.md`
- **Matrix intake bot** (`backend/matrix_intake/`) → `docs/guides/matrix-intake.md`
- **Natural-language query** (`backend/nl_query/`) → `docs/guides/nl-query.md`

## Conventions

- **Investor model — the grid is canonical (since v0.1.0:78).** The `fundraising_*` grid is the **system of record**: an investor entity (row) → many contact "pills" → per-fund commitments. The classic `contacts` table is a **read-only per-person directory**, auto-populated from the grid — create/edit people in the grid, not the Contacts page. Email capture rolls multiple people up to one investor. The legacy single-fund `lp_profiles` model is **retired** (empty table kept, per never-hard-delete). Reconciling grid ↔ classic `contacts` to canonical IDs is the core entity-resolution task — see `docs/crm-overview.md`. **Derived read-only columns** (`pipeline`, `pipeline_stage`, `opportunity_id`, `reminder_status`, `existing_investor`, `last_activity_at`, `staleness`) are computed live and **injected on GET, never persisted** — any new one MUST be added to BOTH strip points (`server.py` `_computed_row_values` + frontend `stripComputedRows`) or it dirties the autosave / leaks into the blob. **Exception — the contact-pill email-heal** (`fundraising_contact_emails_by_row`, injected in `handle_get_fundraising_state`, v0.1.0:99): it fills a *blank* pill `email` from the linked classic contact and deliberately has **NO** strip point, because `email` is a real blob field, not a computed column — the next one-row save legitimately persists the recovered value (it's a self-healing backfill; don't "fix" it by adding a strip point). Pipeline stage is the 4-stage funnel `lead→engaged→diligence→commitment` (`PIPELINE_STAGES`), terminal at commitment.
- **Soft-delete only:** `deleted_at` and/or `status='retired'`; never hard-delete. Every READ path must filter `deleted_at IS NULL` — list handlers, get-by-id, nested related-data sub-selects, **and aggregate sub-selects (`COUNT`/`SUM`/`MAX`)**. Audits found leaks in all of these (2026-06-12 detail + nested; 2026-06-13 list-view `contact_count`/`total_funded`/`comm_count`); the **opportunities/pipeline** aggregates were fixed in v0.1.0:87 (`handle_pipeline_report` + dashboard pipeline metrics now filter `deleted_at`), but the **reports** subsystem's **communications-side** aggregates (dashboard `recent_comms`/`comms_this_month`/`meetings_this_month`, activity report) still leak (see Current state). Regression-guarded by `backend/test_soft_delete_reads.py` (+ `test_reminders.py` for the reminders read paths, incl. the recency rollup whose email-activity liveness signal is `email_account_messages.deleted_at`, not `emails`). (Thesis has a subtlety here — see the thesis guide.)
- **Env:** secrets in `.env` (gitignored); names in `.env.example`. Verified names: `ANTHROPIC_API_KEY`, `SPARK_CONTROL_URL`, `SPARK_CONTROL_VERIFY_TLS`, `QDRANT_URL`, `X_API_KEY`, `CRM_DB_PATH`, `CRM_DEV_DB_PATH`. Also used: `CRM_SECRET_KEY` (beta/prod), `CRM_HOST`/`CRM_PORT`, `CRM_DATA_DIR`; digest mailer: `CRM_DIGEST_SENDER` (DWD impersonation sender) + `SMTP_HOST`/`SMTP_PORT`/`SMTP_SECURITY`/`SMTP_FROM`/`SMTP_USERNAME`/`SMTP_PASSWORD` (SMTP fallback); daily digest (Phase B): `CRM_DIGEST_ENABLED` + `CRM_DIGEST_SEND_HOUR` **only seed the first-boot default** — the live control is the DB policy (`app_settings.digest_policy`, set in Settings → Admin).
- **Config placement:** operational/feature toggles live in the **admin panel**, DB-backed via `app_settings` (read-merge through a `load_*_policy(conn)` helper shared by the API + any scheduler; precedence DB-row → env-seed → default), so they're discoverable and take effect live. Reserve StartOS actions / env for **secrets and deploy-time config** (SMTP creds, API keys, DWD sender). Precedent: `digest_policy` (`GET/PATCH /api/admin/digest/policy`), `fundraising_backup_policy`.
- **Agent/bot API access — three roles now (`admin`/`member`/`bot`).** `require_admin` is the only hard gate; everything else is "authenticated" (member, admin, *and* bot all pass). The **`bot` role** (added v0.1.0:89) is authenticated-but-never-admin: `require_bot_or_admin` gates agent-facing endpoints (e.g. `/api/intake/email-proposals*`) so a bot credential reaches *only* what it needs, never user-management/settings/security. Provision it via Settings → Admin edit-user dropdown (kept out of the teammate-invite form). **Two axes to keep separate as more agent capability lands:** the role controls *reach* (which endpoints); the per-feature human draft→approve gate controls *autonomy* (acting unattended). Money/merge/delete mutations stay behind the approval gate regardless of role. Don't build a finer capability/scope system until real NL-mutation endpoints exist to scope against.
- **Design:** before building or changing any user-facing UI, read `design/DESIGN.md` and `design/tokens.tokens.json` and conform to them. The **mobile-first redesign landed** (Claude Design round-trip distilled into the contract 2026-06-19): the authority for mobile/responsive work is **`DESIGN.md` §8** + the tokens `mobile` and `color.light` groups; `design/BRIEF.md` is the input brief and `design/_imports/2026-06-19/` the provenance + per-surface interaction reference (the comps are Claude Design runtime prototypes — re-author each surface in the app's React idiom + real API, not drop-in; **the design source of truth is each `*.dc.html` at its DEFAULT `data-props` (compact/dark/plex/earmark — see `GridApp.dc.html` `data-props`), NOT the `screenshots/` PNGs, which are option-history (rejected/stale combos: INVESTOR/PROSPECT disposition badges, 6-stage MEETING/FUNDED funnel, star flag). Don't anchor on the screenshots** (cost a re-scope 2026-06-19; general learning in `standards/guides/design.md` Phase C)). A **light theme is built (P6)**: it lives in `:root[data-theme="light"]` (set by a pre-paint boot script from `localStorage.venture_crm_theme`; dark is the default), with an app-wide toggle in the desktop sidebar footer + the mobile top bar. **Colors are theme vars now — any new UI color MUST use a `:root` var (grow the set if needed), never a literal, or it won't flip in light** (chips/badges flip via `.stage-chip--{stage}`/`.due-chip--{overdue,today,week,later}` + the `--chip-*`/`--note-*`/`--badge-priority-*`/`--rem-*`/`--due-{overdue,today,week,later}-*`/`--money`/`--recency-*`/`--due-soon` slots; authoritative dark+light pairs are in the Claude Design export `design/_imports/2026-06-19_zip-file/` `store.js` + `*App.dc.html`). Mobile light is complete; desktop has known unthemed shades (Phase 7). (Note: inline `style={{}}` objects can't respond to media queries; responsive layout belongs in the CSS `<style>` block. The **mobile foundation primitives are built** — CSS: `.bottom-tab-bar`, the `.bottom-sheet` primitive, `.mobile-only`/`.desktop-only`, `:root` mobile vars; React (Phase 2): **`<BottomSheet>`** (scrim/Escape/drag-to-dismiss) + **`useIsMobile()`** (768px) + the **`MobileDetailRow`**/`.fs-detail` full-screen-detail + `.contact-card`/`.az-header` list patterns — **build new mobile surfaces on these** (P3 Grid reuses them directly; swap surfaces via a rules-of-hooks-safe `useIsMobile()` wrapper that mounts a `Mobile*`/`Desktop*` pair, never a per-component hook toggle). The inline-style→CSS migration is **scoped, per-surface** (~114 styles across 4 surfaces+shell, not ~1,300), folded into each surface's build; see `ROADMAP.md`.) **Phase 8 card/detail primitives (reuse these, don't reinvent):** `EarmarkCorner` (existing-LP corner triangle; `inline` variant for the org card), the `priority-pill`/`lp-pill` text pills, `StageChip` (+ `sm`), `NoteTimeline`, `LogCommunicationSheet`, **`SortPill`/`SortSheet`** (mono pill + label+hint option sheet, 8d — drive with a per-surface `{id,pill,label,hint}` table, e.g. `GRID_SORTS`/`PIPELINE_SORTS`/`SORT_OPTIONS`), **`MobileQuickLog`** (shell top-bar quick-log pencil), **`DueChip`** (8e — urgency-bucketed reminder due pill, `.due-chip--{bucket}` colors); `<BottomSheet>` takes a **`stacked`** prop to layer a sheet opened over another sheet (e.g. the Log sheet over a detail, or the 8e investor-picker over the add sheet). **Mobile reminder writes link a real investor via `source_row_id` → server-resolved `investor_id`** (the 8e add-flow picker; create POSTs `source_row_id`, never a free-text name — the old label never linked); **`PATCH /api/reminders` can't reassign the investor** (edit shows it read-only). The mobile **Contacts + Pipeline detail surfaces are drag-dismiss bottom sheets** (8b) that log via **`POST /api/communications`**; the **Grid detail stays full-screen** (its dc default) and reads its **notes timeline** via **`GET /api/communications?source_row_id=<grid row id>`** (investor-level: maps grid row → `fundraising_investors.source_row_id` → `fundraising_contacts.contact_id` → comms, soft-delete-respecting). **The Contacts read path injects derived read-only `committed` + `pipeline_stage` + `priority` + `source_row_id`** (`contact_grid_signals()` — existing-LP ring + stage pill + Priority sort + the **8h Open-in-Grid deep-link target**, the linked investor's grid row id, present for any grid-linked contact even zero-commit) on **both** `GET /api/contacts` and `/api/contacts/{id}`; this needs no strip-point (the directory is read-only, never written back as a row) — unlike the grid's injected columns. **The opportunities list (`GET /api/opportunities`) likewise injects derived read-only `existing_investor`** (same `contact_grid_signals` committed>0 → the **8f** Pipeline-card earmark, agreeing with the detail "Existing LP" pill) **+ `last_contact_date`** (`MAX(communication_date)` on the deal's contact, `deleted_at`-filtered → card recency + Staleness sort); no strip-point (opp writes use a field allowlist, never a blob PUT). **Phase 8f Pipeline-card primitives (reuse, don't reinvent):** the card reuses `EarmarkCorner`/`priority-pill`/`StageChip`/recency; new patterns are the **horizontal-scroll segmented stage control** (`.pipeline-seg-tab--{stage}` whose `.active` tint comes from `--seg-{bg,text,border}` aliased to that stage's `--chip-*` vars) + label-with-count-badge, the **labeled `‹ Prev`·`Next ›` card move footer**, and **tappable page-dots** (active = 22px accent bar). **Phase 8g add-investor primitives:** the mobile "New investor" sheet gained an optional **`.stage-pick`** chip picker (a "Not in pipeline" button + the 4 `StageChip`s; default off — Grant) and a framed **`.sheet-toggle-opt`** Priority toggle, plus an optional reminder (title + progressive due-date). Submit (`submitCreate`) orchestrates one-row calls in order — create (`log-communication`, which now honors an optional `priority` **only on its create-if-missing branch**) → optional pipeline link at the picked stage → optional `POST /api/reminders` keyed on the new row's `source_row_id`; the link/reminder steps are non-fatal. **Phase 8h Grid-detail primitives:** the full-screen Grid detail uses **`.detail-tap-card`** — the dc tappable card (panel + chip/note inline + chevron) — for both **G4** (Pipeline stage: stage chip + "Change ›"/"Add ›" → stage sheet) and **G5** (dedicated Reminder card: title + `DueChip`, or "No reminder set" → reminder sheet). The G5 card is fed by a fetch of the **soonest active reminder** (`GET /api/reminders?source_row_id=<rowId>&status=active`, ordered due_date ASC) keyed on the open investor (same cancel-guard pattern as the G6 comms timeline); the `reminder` state is **tri-state** (`undefined` = still loading → card disabled + "Checking reminders…", so a tap can't open the sheet and POST a duplicate before the fetch lands; `null` = none; object = edit). Tapping opens the sheet pre-filled and **edits via `PATCH /api/reminders/{id}`** when one exists (else POST). G6 (notes timeline) was already built. **Open-in-Grid deep-link (8h):** an "Open investor in Grid" button on the **Contacts, Pipeline, and Reminders** detail surfaces calls a shared shell handler **`openInvestorInGrid(rowId)`** (prop `onOpenInGrid`, threaded through each page's viewport wrapper), which sets a **one-shot `gridUiAction = { type:'open-investor', rowId }`** (the same action slot the desktop import/save-view flows use, but an object the desktop grid's string-equality branches ignore) and switches page; `MobileFundraisingGrid` consumes it on mount (`setSelectedId(rowId)` → `onUiActionHandled()` clears it; the row resolves once `reload()` lands). Each surface supplies the grid row id from its own injected `source_row_id` and gates the button on it (hidden when absent): **Contacts** via `contact_grid_signals` (contact→investor); **Pipeline** via the opportunities-list join on the durable `fundraising_investor_id` (the deal's actual investor, not the contact-earmark path); **Reminders** via the reminders-list join on `r.investor_id`. **Phase 8i shell primitives (Phase 8 complete):** **`BottomTabIcon`** (the dc bottom-tab SVG line-icons keyed by tab name — grid=2×2 rects / pipeline=3 bars / reminders=clock / contacts=person, from `GridApp.dc.html:585`; strokes/fills are `currentColor` so each inherits its `.bottom-tab` color and flips active→`--accent` + across light/dark, replacing the prior emoji glyphs) + the **`.mobile-wordmark`** `·Ten31·` top-bar mark (mono 15/600, `GridApp.dc.html:51`) which **replaces the page title on mobile** (the `.header-title` is now `desktop-only`, the wordmark `mobile-only`). The dc top bar's other slots — quick-log pencil + theme + account cluster — already existed (`MobileQuickLog`/`ThemeToggle`/`account-btn`), so 8i was just icons + wordmark.
- **Installable PWA (shipped v95, Option A — iOS-first, no service worker):** the app adds to the iOS home screen and launches standalone via `frontend/manifest.webmanifest` + the `<head>` `apple-mobile-web-app-*`/`theme-color`/`viewport-fit=cover` metas + icons (`ten31-app-icon.svg` → `icon-192`/`icon-512`/`apple-touch-icon`, regenerated with macOS `qlmanage -t -s <px>` since there's no ImageMagick/rsvg). `backend/server.py` serves `/manifest.webmanifest` (`application/manifest+json`) as a **pre-auth** route next to `/`, `/index.html`, `/assets/*` — the browser fetches the manifest + icons *before login*, so **any change to that routing or the head metas MUST keep them reachable pre-auth**. **No service worker by design** (iOS A2HS needs none; a cache-first SW would reintroduce the v78/v79 stale-shell class). **Zoom is locked off (v97):** the viewport meta carries `maximum-scale=1.0, user-scalable=no` for a native feel — this *also* suppresses iOS's auto-zoom-on-focus for sub-16px inputs, so **don't "fix" a small mobile input by bumping it to ≥16px; the viewport already handles it** (mobile body is 15px by contract). Trade-off: page pinch-zoom is off (OS accessibility zoom still works) — acceptable for this internal tool, revisit if scope widens. Detail + the deferred SW/landscape items: `ROADMAP.md` "Mobile PWA".
- **Commit style:** imperative subject, concise body explaining the *why*; put the package version in the subject (`… (v0.1.0:NN)`) for shippable changes. **No AI co-author / attribution trailers** — commits are authored by the user.

## Always

- **Verify before shipping:** `python3 -m py_compile` the edited files; for DB logic, run the change against a **copy** of `data/crm.db`, never production.
- **Keep real LP data out of Claude:** develop only on code/schema/synthetic-or-locally-redacted data; route any real record substance through `backend/redaction` first.
- **Get explicit user authorization before any production deploy/install** to `$START9_BOX_HOST`.

## Never

- **Never treat Qdrant (or any derived index) as source of truth** — the CRM/SQLite is canonical and rebuildable-from.
- **Never hard-delete** CRM records or thesis history — soft-delete/archive only.
- **Never let an agent send email, post, or contact an LP autonomously** — agents draft; a human approves and sends.
- **Never set a `thesis_version` canonical from code/seeds** — that is human dual sign-off.
- **Never call a Spark directly** — go through Spark Control (`SPARK_CONTROL_URL`).
- **Never commit secrets, `data/crm.db`, `.env`, or `data/backups/`** (all gitignored). Scan staged files before committing. (`.claude/` *is* tracked — `launch.json` and `rules/` symlinks ship with the repo; keep local-only settings in `.claude/settings.local.json`.)
- **Never bulk-export the LP list** to any third party; send only minimal non-sensitive context to Claude.
- **Never assume FastAPI / SQLAlchemy / pytest** are in play — they sit in `requirements.txt` unused; runtime is stdlib + SQLite.
- **Never add a `Co-Authored-By` / "Generated with" trailer** to commits or PRs — commits are the user's.

## Deeper docs

- Full constitution + guardrails: `docs/ten31-constitution.md`
- Architecture & rationale: `docs/Ten31_Agentic_Build_Plan.md`
- Retrieval/embeddings contract: `docs/EMBEDDINGS.md`
- CRM schema/API tour: `docs/crm-overview.md`
- Current thesis handoff: `docs/thesis-handoff.md`
- Operations & runbooks: `docs/OPERATIONS.md`, `docs/go-live-runbook.md`, `docs/gmail-enablement-runbook.md`

## Current state

_**Box live at v0.1.0:99 (deployed + verified 2026-06-20)**. This session = **Grant's real-phone device-test round 2**: four in-app fixes (CRM half → v99 s9pk, **installed & booted clean**) + a Matrix intake-bot cleanup (**redeployed on the Spark; intake room purged to 0, bot confirmed to hold room mod-power**) + a written plan for in-app camera card intake. **The fundraising grid + email capture is the canonical system of record.** History: git log + `start9/0.4/startos/versions/`._

- **Device-test round 2 — 4 fixes shipped to v0.1.0:99 (CRM half).** (1) **Intake fuzzy match** no longer over-indexes on generic firm words — `_name_similarity` scores **distinctive** tokens only (generic descriptors like "Investment Group"/"Capital"/"Family Office" stripped via `_GENERIC_ORG_WORDS`); "Fortitude Investment Group" no longer surfaces Aether/Russell. (2) **Mobile grid "Last contact"/staleness sort is reversible** (`SortSheet` opt-in `dir`/`onToggleDir`; other surfaces untouched). (3) **Mobile "Edit investor" prefills a contact's email** — `GET /api/fundraising/state` heals a blank grid pill email from `fundraising_contacts.contact_id → contacts.email` (fill-only, by pill order then name; next one-row save persists it; `fundraising_contact_emails_by_row`). (4) **Quick-log pencil icon renders** — `.quicklog-btn svg { width;height;flex:none }` (iOS collapses a sole, centered, attribute-only-sized flex-child svg; the v97 fix only changed its color).
- **Matrix intake-bot — thread auto-delete on decision + retroactive purge — DONE & LIVE (Spark, bot-only, NOT in the s9pk).** Approve/reject now `redact_thread(intake_room, root)` (clears card + ack + main-timeline nudge + the user's photo/note), mirroring the email-review room; the scan matches `rel_type=m.thread` children OR the bot's own `m.in_reply_to` nudge (narrowed in the reviewer pass so it can't catch an unrelated human reply to the root). One-time `backend/matrix_intake/redact_intake.py` (dry-run default; `--apply`) cleared the backlog to 0. **Bot already holds room mod-power** (confirmed live — user messages + a card image redacted, 0 failures). No more in-Matrix "✅ logged" confirmation after a commit (by design, like email). Detail: `docs/guides/matrix-intake.md` (compose service is `intake`; redaction is rate-limited, re-run `--apply` till a dry-run reports 0).
- **In-app camera card intake (#7) — PLAN + decisions LOCKED, not built yet.** `docs/handoffs/in-app-card-intake-plan.md`: reuses the nio-free transcribe/parse core (`server.py` already imports `llm`; `matrix_intake/parse.py`+`spark.py` are nio-free) → **one endpoint** `POST /api/intake/card` + **one mobile component** (camera button left of the pencil). No bot refactor, no new dep, no migration. Decisions: `source="app_card"`, **form-field edits only** (no NL-edit), **any authenticated member**, ships in the s9pk. **Ready to build on Grant's go-ahead.**
- **Mobile-first redesign — deployed (v95–v97), on-device test in progress.** 4 surfaces (Grid·Contacts·Pipeline·Reminders) + light theme + installable PWA + 4-stage funnel; desktop untouched. Standing gate: light/dark across surfaces + login (375px gutters, safe-area), install→standalone launch, swipe/sheet interactions (only jsdom-smoked). Other live features: W2 NL query (v94), W1 reminders (v93), grid Pipeline (v88), Gmail capture + daily digest, Thesis/Architect (dual-approval), outreach — all draft-only. **Business-card intake (M3, Matrix bot) LIVE since v98** (vision OCR via the daily-driver model; `source="matrix_card"`; captures name/email/title/city/LinkedIn/phone/mobile, integrity-checked).
- **Tests: 42/42 backend green** (`python3 backend/run_tests.py`), `py_compile` clean, frontend render-smoke green (`make render-smoke`). New `test_grid_email_heal.py` + intake generic-word/all-generic-edge cases. A **reviewer-agent pass** of the whole session diff returned APPROVE (no blockers); its one substantive finding (the redact predicate) is fixed above. Vision/OCR (Matrix + the planned in-app path) is **live-smoke only**.
- **Next:** (1) Grant device-tests the 4 v99 fixes on his phone (esp. the **pencil icon** — root-caused + render-smoke-green but device-confirm) + re-tests cards (OCR/phone mapping); (2) **build #7 (in-app camera card intake) on go-ahead** — decisions locked, spec ready; (3) finish the standing mobile on-device gate (light/dark + install + swipe/sheets).
- **Open / risks:** **vision OCR can misread a character** on a card small-in-frame (resolution-bound — Spark Control downscales to ~2 MP; `mara.com→marac.com` reproduced at temp 0; mitigations: fill the frame, or a future client-side crop); **iPhone HEIC** may not decode in vLLM (most clients send JPEG); phone/mobile/LinkedIn land on the **contact record**, not the grid pill (by design — only city syncs to the pill); intake redaction needs the bot's room **mod power** or users' messages linger; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical**; **PWA iOS status bar fixed `black`** in light theme (header seam; deferred, dark is default); doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live; assorted minor UI cleanups (`.login-title` dead CSS, `MobileDetailRow` unused, Pipeline "Committed" tile shows grid-committed) tracked in git history.