Keysat
5faa5ae4d6
The email-capture "proposed grid notes" gain two review surfaces:
1. Inline source email — each proposed-note card on the Email Capture page
gets a "View email" toggle that lazily fetches the existing
GET /api/email/detail and shows from/to/cc/date/subject + scrollable body,
so a reviewer can judge the note against the email it was drafted from.
2. CRM->Matrix review bridge — the CRM (box, stdlib, no matrix-nio) can't post
to Matrix, so the intake bot (Spark) PULLS: GET /api/intake/email-proposals
returns to_post/open/to_close work-lists; the bot posts a review card
(metadata + snippet + draft note) to a dedicated review room
(MATRIX_EMAIL_REVIEW_ROOM) and relays in-thread yes / no / NL-edit
(POST .../{id}/decide, note revised via local Qwen). Decisions sync both
ways: web decide -> bot announces + closes the thread; Matrix decide -> the
web panel's ~25s poll clears the card. State lives CRM-side in the new
email_proposal_matrix side row (email-integration migration 0003, additive
+ idempotent CREATE TABLE IF NOT EXISTS), so it survives a bot restart.
Adds a 'bot' role (authenticated, never admin; require_bot_or_admin) to gate
the email-proposal endpoints rather than handing the bot full admin — the
principled base for the coming agentic capabilities. Role controls reach;
the draft->approve gate still controls autonomy (a human approves every write).
Deploy split: endpoints + migration + role + frontend ship in the s9pk; the
bot poll loop + review-room handling ship on the Spark. The bot's CRM user
must be flipped member->bot and joined to the review room (one-time).
Tests: backend/test_email_proposal_matrix.py + matrix_intake/test_email_proposals.py
(30/30 suite green, render-smoke green, migration verified twice on a DB copy).
64 lines
10 KiB
TypeScript
64 lines
10 KiB
TypeScript
// Informational constants shared across the startos/ modules.
|
||
// The authoritative id, title and version for the package come
|
||
// from manifest/index.ts (id, title) and versions/ (version).
|
||
export const PACKAGE_ID = 'ten-database'
|
||
export const PACKAGE_TITLE = 'Ten31 Database'
|
||
// ExVer form of the current 0.4 wrapper release (upstream 0.1.0, wrapper rev 44).
|
||
// * 0.3.5 wrapper: 0.1.0.38 (legacy, aarch64)
|
||
// * First 0.4: 0.1.0:39 (shipped seed snapshot for migration)
|
||
// * Cleanup: 0.1.0:40 (seed removed + multi-threaded server + abuser auto-ban)
|
||
// * 0.1.0:41 (frontend persists auth across refreshes)
|
||
// * 0.1.0:42 (Gmail integration) / 0.1.0:43 (Gmail POST-body hotfix)
|
||
// * 0.1.0:44 (Phase-0 ingest + MCP server in image; build-index action)
|
||
// * 0.1.0:45 (Phase-1 thesis system; dual approval; merge review; in-app index)
|
||
// * 0.1.0:46 (packaging fix: ship full backend so migrations run + endpoints work)
|
||
// * 0.1.0:47 (soft-delete instead of hard-delete; source-count diagnostics)
|
||
// * 0.1.0:48 (entity model: investors vs people; fixes double-count)
|
||
// * 0.1.0:49 (Architect: Claude thesis generation + Thesis Workshop screen)
|
||
// * 0.1.0:50 (Set Anthropic API Key UI action — no terminal needed)
|
||
// * 0.1.0:51 (entity-resolution fix: people double-count + duplicate queue)
|
||
// * 0.1.0:52 (grid/contacts unification: contact_id link + grid as front door)
|
||
// * 0.1.0:53 (seed v5 thesis into the Architect Workshop)
|
||
// * 0.1.0:54 (unification polish: LinkedIn in grid inline contact editor)
|
||
// * 0.1.0:55 (Architect grounding boundary: redaction/re-hydration privacy gate)
|
||
// * 0.1.0:56 (Thesis Workshop redesign: edit/choose/delete + approve-as-current)
|
||
// * 0.1.0:57 (redaction fix: magnitude regex no longer eats the word after an amount)
|
||
// * 0.1.0:58 (seed 5 Architect positioning framings into the Workshop as candidate options)
|
||
// * 0.1.0:59 (Email Capture admin panel + matched email into the grounding corpus)
|
||
// * 0.1.0:60 (Email Capture: single-mailbox enroll field for testing)
|
||
// * 0.1.0:61 (Email Capture: live backfill progress + auto-refresh)
|
||
// * 0.1.0:62 (fix backfill crash on no-Reply-To emails; Sync now retries errored mailboxes)
|
||
// * 0.1.0:63 (System Status: storage usage — DB, attachments, backups, disk free)
|
||
// * 0.1.0:64 (email-activity agent: propose->review->approve grid notes; sync ~15 min)
|
||
// * 0.1.0:65 (Email Capture: per-mailbox captured/matched counts)
|
||
// * 0.1.0:66 (LP Objections page: UI trigger for the Architect grounding pass)
|
||
// * 0.1.0:67 (remove LP Objections page — generic/unverifiable; pivot to proactive outreach)
|
||
// * 0.1.0:68 (Outreach Draft Assistant — tailored LP drafts via thesis + redaction boundary)
|
||
// * 0.1.0:69 (follow-up radar — deterministic "needs attention" list + one-click draft)
|
||
// * 0.1.0:70 (outreach voice upgrade — per-user voice from own emails + transparency; active-thread context)
|
||
// * 0.1.0:71 (voice by-purpose larger sample + Tier-B: create Gmail draft w/ in-thread reply)
|
||
// * 0.1.0:72 (stage v2.0 reserve-asset thesis spine as Workshop candidates)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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)
|
||
// * 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])
|
||
// * 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)
|
||
// * Current: 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)
|
||
export const PACKAGE_VERSION = '0.1.0:89'
|
||
|
||
export const DATA_MOUNT_PATH = '/data'
|
||
export const WEB_PORT = 8080
|
||
export const IMAGE_ID = 'main'
|
||
export const VOLUME_ID = 'main'
|