Keysat
b5619d61e1
First proactive-messaging build. New "Outreach" page (all authenticated users): pick an investor + type (intro / follow-up / fund update / meeting follow-up / nurture) + optional guidance; the agent drafts a tailored LP email in Ten31's voice, grounded in the thesis + that investor's CRM notes and matched email history. The draft is editable + copyable; nothing is sent (draft-only — guardrails #4, #6). Sovereignty: the thesis is Ten31's own non-sensitive messaging (to Claude as-is); the LP context is scrubbed through the redaction boundary before Claude, drafted with placeholders, and re-hydrated locally — the LP list never reaches the API. Fails closed (scrub_unavailable / claude_not_configured / rehydrate_failed quarantines a hallucinated-token draft). Backend: mcp/outreach_agent.py (context assembly + scrub + Claude + rehydrate, reusing architect_agent's client/thesis/voice + the Boundary); routes GET /api/outreach/investors, POST /api/outreach/draft; logged. Test mcp/test_outreach.py (context assembly). Verified in preview: page/selector/types/guidance render, fail-closed at the key-less Claude step (scrub ran locally first), success rendering verified with a mocked ok draft. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
68 lines
2.8 KiB
Python
68 lines
2.8 KiB
Python
#!/usr/bin/env python3
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"""Test the outreach agent's context assembly: it pulls the investor's CRM notes +
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recent matched email into the de-identifiable context block. Synthetic data only
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(guardrail #9). The scrub/Claude/rehydrate round-trip is exercised live in the preview.
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Run: cd backend && python3 mcp/test_outreach.py
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"""
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import os
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import sqlite3
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import sys
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import tempfile
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sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
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import outreach_agent as oa # noqa: E402
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FAILS = []
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def check(cond, msg):
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print((" PASS " if cond else " FAIL ") + msg)
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if not cond:
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FAILS.append(msg)
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def main():
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db = os.path.join(tempfile.mkdtemp(), "t.db")
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c = sqlite3.connect(db)
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c.row_factory = sqlite3.Row
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c.executescript("""
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CREATE TABLE fundraising_investors (id TEXT PRIMARY KEY, investor_name TEXT, notes TEXT);
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CREATE TABLE emails (id TEXT PRIMARY KEY, subject TEXT, body_text TEXT, snippet TEXT, sent_at TEXT, is_matched INT);
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CREATE TABLE email_investor_links (id TEXT, email_id TEXT, fundraising_investor_id TEXT);
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""")
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c.execute("INSERT INTO fundraising_investors VALUES ('inv1','Harbor & Vine','Met at the conference; interested in Fund III.')")
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c.executemany("INSERT INTO emails (id,subject,body_text,sent_at,is_matched) VALUES (?,?,?,?,1)", [
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("e1", "Re: Fund III", "Thanks for the call. We are still weighing the lock-up terms.", "2026-06-02T10:00:00"),
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("e2", "Intro", "Good to meet you at the dinner.", "2026-05-01T10:00:00"),
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("e3", "Spam", "ignore me", "2026-04-01T10:00:00"), # not linked -> excluded
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])
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c.executemany("INSERT INTO email_investor_links (id,email_id,fundraising_investor_id) VALUES (?,?, 'inv1')",
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[("l1", "e1"), ("l2", "e2")])
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c.commit()
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name, ctx = oa._context(c, "inv1")
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check(name == "Harbor & Vine", f"resolves investor name (got {name!r})")
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check("Met at the conference" in ctx, "includes CRM notes")
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check("lock-up terms" in ctx, "includes matched email body")
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check("Good to meet you" in ctx, "includes a second matched email")
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check("ignore me" not in ctx, "excludes email not linked to this investor")
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check(ctx.index("lock-up terms") < ctx.index("Good to meet you"), "newest email first")
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n2, c2 = oa._context(c, "missing")
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check(n2 is None and c2 is None, "unknown investor -> (None, None)")
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# type catalogue is intact
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check(set(["intro", "follow_up", "fund_update", "meeting_follow_up", "nurture"]) <= set(oa.OUTREACH_TYPES),
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"outreach types catalogue present")
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if FAILS:
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print(f"\nFAILED ({len(FAILS)})")
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for f in FAILS:
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print(" - " + f)
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sys.exit(1)
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print("\nALL PASS (outreach context assembly)")
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if __name__ == "__main__":
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main()
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