Keysat
d6250f74d0
A date-less reminder has no urgency — it lands in the "Later"/"No date" bucket, out of the overdue/today/this-week rollups and the daily digest — so every create flow now pre-fills the due date to +1 week (editable) and blocks an empty save. Shared reminderDefaultDue() helper; edit paths also pre-fill the default for legacy date-less reminders. Surfaces: - Mobile: add-investor sheet (date auto-fills when you start the optional reminder), standalone Reminders "New reminder", Grid-detail "Set a reminder". - Desktop: Reminders page "+ New reminder", grid reminder modal. Server still accepts a null due_date by design (bot/automation callers); this is a human-UI requirement. Frontend-only; no schema/migration/dependency change.
118 lines
30 KiB
Markdown
118 lines
30 KiB
Markdown
# Ten31 Venture CRM + Agentic System — AGENTS.md
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**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`.
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**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.**
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> **Inbox check:** At session start, if `~/Projects/standards/INBOX.md` exists, scan it for
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> items tagged `(CRM)` and surface them before proposing next steps; triage with `/triage`.
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## Stack (versions that matter)
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- **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).
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- **SQLite** at `data/crm.db` (WAL, `foreign_keys=ON`), opened per-request via `get_db()`. Schema via ordered migrations.
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- **Frontend:** single `frontend/index.html`, inline-Babel React. **No build step.**
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- Optional runtime deps, used only if present: `bcrypt`, `PyJWT` (`jwt`), `cryptography` (Gmail module).
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- **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`.
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- **Packaging:** StartOS 0.4, TypeScript SDK (`@start9labs/start-sdk`) under `start9/0.4/startos/`. Live target is `start9/0.4/`.
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- **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`).
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## Commands
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```bash
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# Run locally (dev, port 8080; or ./start.sh <port>) — runs python3 backend/server.py
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./start.sh
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# Run prod-mode (beta) — requires CRM_SECRET_KEY
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./start_beta.sh
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# Sanity-check edits (there is no compiler/build for the CRM)
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python3 -m py_compile backend/server.py
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# Run ONE test (tests are standalone scripts with `if __name__ == "__main__"`; no pytest installed)
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python3 backend/redaction/test_scrub_leak.py # substitute any backend/**/test_*.py
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# Run all tests (aggregate runner — runs each backend/**/test_*.py in its own subprocess)
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python3 backend/run_tests.py # add substrings to filter, e.g. `... soft_delete redaction`
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# Build + install the s9pk — BUMP THE VERSION FIRST. See docs/guides/packaging.md.
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cd start9/0.4 && make
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```
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- **Migrations** apply automatically at startup (`backend/core_migrations.py`, `schema_migrations` ledger). See `docs/guides/migrations.md` before adding one.
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- **Lint:** none configured.
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## Directory layout (day-one)
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- `backend/server.py` — the CRM monolith: HTTP handler, route dispatch, `init_db()`, auth (username/password → HS256 JWT, roles admin/member/bot).
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- `backend/core_migrations.py` + `backend/migrations/NNNN_*.sql` (+ paired `.down.sql`) — additive schema migrations, applied at startup.
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- `backend/thesis_seed.py` — Thesis Workshop seed + idempotent `ensure_*` one-time seeders, wired in `server.init_db()`.
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- `backend/thesis_review.py` — thesis version review/approval (human dual sign-off → canonical).
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- `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).
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- `backend/email_integration/` — Gmail capture via domain-wide delegation + Tier-B draft creation (`compose.py`).
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- `backend/redaction/` — `scrub.py` + `client.py`: the scrub→Claude→re-hydrate privacy boundary.
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- `backend/ingest/` — chunk→embed→Qdrant + retrieval modes.
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- `backend/entity_*.py` — entity resolution/merge (the two-investor-model reconciliation).
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- `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.
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- `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.
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- `frontend/index.html` — the entire UI.
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- `docs/` — architecture, phase plans, contracts, runbooks (see Deeper docs). `docs/guides/` — scoped subsystem rules (see below).
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- `start9/0.4/` — StartOS package (`startos/utils.ts` holds `PACKAGE_VERSION`).
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- `data/crm.db` — the live DB (gitignored). `.env` / `.env.example` — config (`.env` gitignored).
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## Scoped guides
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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:**
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- **Migrations or seeders** (`backend/migrations/`, `core_migrations.py`, `thesis_seed.py`) → `docs/guides/migrations.md`
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- **Thesis logic** (`backend/thesis_*.py`, `backend/mcp/architect_*.py`) → `docs/guides/thesis.md`
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- **Redaction or any MCP/Claude path** (`backend/redaction/`, `backend/mcp/`) → `docs/guides/redaction.md`
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- **Ingest / retrieval** (`backend/ingest/`) → `docs/guides/spark-ingest.md`
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- **Email capture / drafts + digest send** (`backend/email_integration/`, `backend/digest_mailer.py`, `backend/smtp_send.py`) → `docs/guides/email.md`
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- **Building or deploying the s9pk** (`start9/`) → `docs/guides/packaging.md`
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- **Matrix intake bot** (`backend/matrix_intake/`) → `docs/guides/matrix-intake.md`
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- **Natural-language query** (`backend/nl_query/`) → `docs/guides/nl-query.md`
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## Conventions
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- **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.
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- **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.)
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- **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).
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- **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`.
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- **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.
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- **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. **Post-8 mobile-feedback primitives (v0.1.0:101–102, Grant device round):** **`ClearableInput`** (inline ✕ clear — wrap any single-line mobile search/picker field; the ✕ + its right-padding appear only when non-empty); **`<BottomSheet>` now auto-lifts above the on-screen keyboard** (visualViewport bottom-offset + height-cap — don't re-implement keyboard handling per-sheet); the **Grid→Contacts deep-link** `openContactDetail(contact)` → one-shot `contactsUiAction = {type:'open-contact',email,name}` consumed by `MobileContactsPage` (the *reverse* of Open-in-Grid; matches a loaded contact by email then name, else filters the list — threaded as `onOpenContact` to `MobileFundraisingGrid`, whose contact pills are now tappable: name → deep-link, email → `mailto:`); the mobile **Pipeline is a full-height flex column** (`.pipeline-screen`: the swipe area is `flex:1` and fills everything above the now bottom-pinned `.pipeline-dots`, each `.pipeline-stage-page` scrolls its own cards — needs the `.content` flex chain to keep a definite height). **Pipeline `expected_amount` is now editable on mobile** (the Grid-detail add-to-pipeline stage sheet feeds it into `pipeline/link`; the Pipeline card detail edits it via `PUT /api/opportunities/{id}` — authenticated, `expected_amount` is in the field allowlist). Grid *fund-commitment* amounts stay desktop-only/read-only (unchanged). **`MobileEmailBell` (#6 — admin-only, `isMobile && admin`-gated so the hidden desktop top bar never polls):** a bell left of the camera with an iPhone-style count badge — a **THIRD surface over the same `email_activity_proposals`** as the web Email Capture panel + the Matrix review room, reusing `GET /api/activity/proposals` + `POST /api/activity/proposals/{id}/approve|dismiss` (all `require_admin`). Sync is automatic and bidirectional: an app decision flips the proposal status and the bot's existing poll redacts the Matrix thread; a Matrix/web decision drops the proposal from the 45s-polled pending list, clearing the badge. Edit-then-approve, no LLM round-trip (like the web panel). **Reminders require a due date (v0.1.0:103):** **every** create surfaces pre-fills the date to +1 week (editable) via the shared **`reminderDefaultDue()`** helper and blocks an empty save — a date-less reminder has no urgency (it falls to the Later/"No date" bucket, out of overdue/today/this-week + the daily digest). Covered: mobile (add-investor sheet, standalone Reminders "New reminder", Grid-detail "Set a reminder") **and desktop** (`DesktopRemindersPage` "+ New reminder", the desktop grid reminder modal `submitReminder`). Edit paths also pre-fill the default for *legacy* date-less reminders. (Server still accepts a null `due_date` by design — for bot/automation callers; the requirement is a human-UI rule.)
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- **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".
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- **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.
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||
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## Always
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||
|
||
- **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`.
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||
|
||
## 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`.)
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- **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 v0.1.0:102 (deployed + verified 2026-06-20); v0.1.0:103 built + committed, install pending.** Clean migration chain (…→102, all no-op/frontend-only), server up on :8080. This session = a **mobile-UX feedback batch from Grant's device testing** (101 #1–5, 102 #6 bell) + **103 reminders-require-a-date**. **The fundraising grid + email capture is the canonical system of record.** History: git log + `start9/0.4/startos/versions/`._
|
||
|
||
- **Mobile UX batch (Grant device feedback) — BUILT + LIVE (v0.1.0:101–102, 2026-06-20), on-device pass pending.** Six items (durable detail in the Design bullet → "Post-8 mobile-feedback primitives"): [1] ✕-clear on search/picker fields (`ClearableInput`); [2] tappable Grid contact pills (name→Contacts deep-link, email→mailto); [3] grid search already matched contact names — verified, no change; [4a] full-height Pipeline swipe area with bottom-pinned dots; [4b] editable pipeline `expected_amount` (add-to-pipeline + card detail, `PUT /api/opportunities/{id}`); [5] bottom sheets lift above the keyboard (visualViewport); [6] **`MobileEmailBell`** — admin-only email-approval bell, a third surface over `email_activity_proposals` that auto-syncs with the web panel + Matrix room.
|
||
- **Reminders require a due date — BUILT + COMMITTED (v0.1.0:103), install pending.** **Every** create surface (mobile add-investor / standalone Reminders / Grid-detail, **and desktop** Reminders page + grid modal) pre-fills the date to +1 week (editable) and blocks an empty save (`reminderDefaultDue()`); edit paths pre-fill it for legacy date-less reminders too. Detail in the Design bullet.
|
||
- **Verification: render-smoke green** (build-gated — JSX transforms + app mounts), reviewer-agent **APPROVE, no blockers** across all batches + a holistic pass (nits applied: ClearableInput conditional padding, bell `busyRef` double-submit guard, disabled-button dimming, reminder edit-path default-fill). All new work is **frontend-only — no schema / migration / dependency change**, so backend is untouched (43/43 backend tests still green from v100). New UI behavior is **live-smoke / on-device only** (jsdom can't drive touch/keyboard/mailto).
|
||
- **Next:** (A) **Install v0.1.0:103 to the box** (102 is live; 103 built + committed, not yet installed). (B) On-device gate — Grant: the six v101–102 items on the phone (✕ clears; contact name→contact & email→mail app; Pipeline swipe-anywhere + dots-at-bottom; amount round-trips; keyboard-lifted picker; **bell end-to-end** approve→Matrix clears) + the v103 date requirement (mobile + desktop). (C) Carried from v100: #7 real-card spot-checks + the standing mobile light/dark + PWA-install gate.
|
||
- **Open / risks:** `.pipeline-screen { height:100% }` leans on the `.content` flex chain for a definite height — confirm the swipe area fills + scrolls on Grant's iOS (resolves on iOS 16+; no speculative patch applied). Bell + amount-edit are admin/live-smoke only. Carried: **Claude/Architect path unverified live on the box**; vision OCR can misread a small-in-frame card (`mara.com→marac.com`, temp 0); phone/LinkedIn land on the contact record, not the grid pill; PWA iOS status bar fixed `black` in light theme; doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live.
|