Keysat
e34a6fc672
Adds the mobile-first Fundraising Grid (<768px): a lean MobileFundraisingGrid that reads /api/fundraising/state once and renders an investor card list over the active view (name, committed $, pipeline-stage chip, staleness-colored recency, Existing-Investor accent, Priority corner; graveyard muted) with a bottom-sheet view picker and search. Tap a card -> full-screen detail with read-only commitments/contacts/notes plus edit sheets: log a note, pipeline stage, set a reminder, and a "+ New" investor create flow with client-side dedup typeahead. All writes go through the targeted one-row endpoints (log-communication, pipeline link, opportunities stage PATCH, reminders) — NEVER the whole-grid PUT, which would race the multi-user grid (BRIEF §3a). FundraisingGridPage is now a useIsMobile() wrapper over the renamed-but-untouched desktop grid and the new mobile one (rules-of-hooks-safe; desktop unchanged). Backend: inject a read-only opportunity_id into grid rows (opportunity_id_by_source_row; added to both strip points) so the mobile detail can PATCH a linked opp's stage directly. Earliest-opp-wins ordering keeps it consistent with pipeline_stage and the link's canonical pick. Editing an existing investor's name + contact pills stays read-only here (deferred to P3b — needs a narrow per-row PATCH + pill editor). Tests: test_grid_pipeline_link extended (opportunity_id inject/strip/round-trip); 36/36 backend green, render-smoke green.
122 lines
20 KiB
Markdown
122 lines
20 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`.
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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. 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). A **light theme** is adopted as a planned, toggle-gated feature (dark stays default). (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`.)
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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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## 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.
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- **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.
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- **Get explicit user authorization before any production deploy/install** to `$START9_BOX_HOST`.
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## Never
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- **Never treat Qdrant (or any derived index) as source of truth** — the CRM/SQLite is canonical and rebuildable-from.
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- **Never hard-delete** CRM records or thesis history — soft-delete/archive only.
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- **Never let an agent send email, post, or contact an LP autonomously** — agents draft; a human approves and sends.
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- **Never set a `thesis_version` canonical from code/seeds** — that is human dual sign-off.
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- **Never call a Spark directly** — go through Spark Control (`SPARK_CONTROL_URL`).
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- **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.
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- **Never assume FastAPI / SQLAlchemy / pytest** are in play — they sit in `requirements.txt` unused; runtime is stdlib + SQLite.
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- **Never add a `Co-Authored-By` / "Generated with" trailer** to commits or PRs — commits are the user's.
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## Deeper docs
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- Full constitution + guardrails: `docs/ten31-constitution.md`
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- Architecture & rationale: `docs/Ten31_Agentic_Build_Plan.md`
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- Retrieval/embeddings contract: `docs/EMBEDDINGS.md`
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- CRM schema/API tour: `docs/crm-overview.md`
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- Current thesis handoff: `docs/thesis-handoff.md`
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- Operations & runbooks: `docs/OPERATIONS.md`, `docs/go-live-runbook.md`, `docs/gmail-enablement-runbook.md`
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## Current state
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_**Box live at v0.1.0:94**; `main` ahead by Phase 0 + Phase 1 (committed `634fc42`) + Phase 2 Contacts (committed `984b950`), all **deploy-pending**, + **Phase 3a Grid (built, uncommitted)**. **The fundraising grid + email capture is the canonical system of record.** Active thread: **mobile-first redesign implementation** (Phases 0–2 + P3a built; **P4 Pipeline next**, then P5 Reminders, P6 light theme; P3b name/pill-edit deferred). Full mobile plan + backlog/debt: `ROADMAP.md` / `EVALUATION.md`; history: git log + `start9/0.4/startos/versions/`._
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- **Mobile redesign — design DONE, implementation underway.** Plan + scoping in `ROADMAP.md` "Mobile-first implementation": the inline-style→CSS migration is **~114 styles across 4 surfaces+shell** (not ~1,300), divisible per-surface; two axes (responsive layout→classes; theming inline-hex→`var()`). Sequence: P0 data layer → P1 foundation → **P2 Contacts** → P3 Grid → P4 Pipeline → P5 Reminders → P6 light theme.
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- **Phase 0 (pipeline-stages/flags data layer) — BUILT, committed `e46dd36`, deploy-pending.** Enum→4 stages (`lead/engaged/diligence/commitment`) + migration `0007` (no-op on the live DB — 0 opps) + read-only `existing_investor`/`last_activity_at`/`staleness` injected into grid GET (stripped on write). Visible star/staleness column + Stale view deferred to P3.
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- **Phase 1 (mobile foundation) — BUILT, committed `634fc42`, deploy-pending.** `:root` mobile vars + `.bottom-tab-bar` (4 tabs wired in `App`) + mobile account popover + `.bottom-sheet`/`.mobile-only`/`.desktop-only` CSS — all `display:none` desktop (zero desktop change). `<BottomSheet>` component + `useIsMobile()` + per-surface 15px bump deferred to P2.
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- **Phase 2 (Contacts surface) — BUILT 2026-06-19, committed `984b950`, deploy-pending.** Read-only mobile A–Z directory (sticky letter headers, last-name sort) + segmented All/Investors/Prospects tabs + pinned search → **full-screen detail** (`.fs-detail`: info w/ tap-to-copy email, opportunities, comm history) → **sort BottomSheet** (the sheet's first, read-only consumer). **Landed the shared primitives:** `<BottomSheet>` (scrim/Escape/pointer drag-to-dismiss; built on Phase-1 `.bottom-sheet` CSS) + `useIsMobile()` (768px `matchMedia`). `ContactsPage` is now a rules-of-hooks-safe wrapper → `Desktop`/`MobileContactsPage` (**desktop untouched**). Read-only per `BRIEF.md` §3b — no writes. Verified: render-smoke green + a throwaway jsdom interaction harness at 375px (14/14: list/grouping/sort-sheet/detail/back). **Browser/real-phone check still pending** (like P1).
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- **Phase 3a (Fundraising Grid — the crux) — BUILT 2026-06-19, uncommitted, deploy-pending.** Lean **`MobileFundraisingGrid`** (separate component — the desktop grid's whole-grid-PUT autosave would race on every mobile edit, so it's NOT reused; `FundraisingGridPage` is now a `useIsMobile()` wrapper → `Desktop`/`Mobile`, desktop untouched). Card list over the **active view** (ported the view-filter predicate to a shared pure helper, no drift), view-picker sheet, search, locked **card model** (committed $ · stage chip · staleness recency · Existing-Investor accent · Priority corner; graveyard muted). Detail = read-only commitments/pills/notes + **edit sheets**: log-note (`log-communication`), pipeline stage (`PATCH /api/opportunities/{id}/stage` via the new injected **`opportunity_id`**; or `pipeline/link`), set-reminder, and **`+ New` investor** (`log-communication`+`create_investor_if_missing`, dedup typeahead). **Never whole-grid PUT.** Backend: read-only `opportunity_id` injected (`opportunity_id_by_source_row`, both strip points). Tests: `test_grid_pipeline_link` extended, 36/36 green; render-smoke green; throwaway jsdom harness drove the real surface at 375px (18/18). **P3b deferred:** name/contact-pill editing on existing rows (needs `POST /api/fundraising/update-row` + a pill editor). **Real-phone check pending** (like P1/P2).
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- **Also deploy-pending:** drag-reorder grid views (frontend-only) — bundle into the next s9pk build.
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- **Live:** W2 NL query (v94; remaining: in-room smoke + web "Ask" box); W1 reminders (v93); grid Pipeline (v88); Matrix intake + Gmail capture (DWD) + daily digest; Thesis/Architect (dual-approval); outreach drafts — all draft-only.
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- **Tests:** **36/36 backend green** (`python3 backend/run_tests.py`), `py_compile` clean, render-smoke green, fresh-DB migrate clean.
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- **Next:** 1) **P4 Pipeline** (swipe-between-stages; reuses the Grid detail's opportunities endpoints + `<BottomSheet>`/`StageChip`); 2) **P5 Reminders → P6 light theme**; 3) **P3b** name/contact-pill editing (narrow per-row PATCH + pill editor); 4) **deploy** P0+P1+P2+P3a+view-reorder in one s9pk (**authorize first**); 5) W2 web Ask box + smoke; 6) W3 bot grid-mutations; 7) W1b nurture-gap.
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- **Open / risks:** P0–P2 + P3a **built but not deployed** (P3a also uncommitted); P1/P2/P3a mobile surfaces **browser-untested** on a real phone (render-smoke + jsdom interaction smoke only — verify on a device, like view-reorder); **2 of 4 mobile surfaces still unbuilt** (Pipeline, Reminders); **P3b** (name/pill edit on existing rows) deferred. W2 happy-path only; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical** (needs dual sign-off); doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live.
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