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`.

## 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`.
- **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). 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 — and the inline-style→CSS migration is the unscoped prerequisite gating mobile implementation, see `ROADMAP.md`.)
- **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

_Phase 0 + Phase 1 built; **box + repo live at v0.1.0:94** (`main` ahead by docs/design-only commits since). **The fundraising grid + email capture is the canonical system of record.** Active threads: **mobile-first redesign** (design DONE → scoped + **Phase 0 data layer BUILT 2026-06-19**, deploy pending; mobile foundation next) and **W2 NL query** (live; web "Ask" box outstanding). History: git log + `start9/0.4/startos/versions/`; backlog/debt: `ROADMAP.md` / `EVALUATION.md`._

- **Mobile-first redesign — design phase COMPLETE; implementation not started.** This session ran the `/design` round-trip Phase C/D: distilled the Claude Design cloud output ("Venture-CRM mobile redesign") into the contract — `DESIGN.md` §8 (responsive) + §4 (mobile component states) + §3 (15px scale), tokens `mobile` group + `color.light`, provenance + per-surface interaction reference in `design/_imports/2026-06-19/`. **Light theme adopted as a planned, toggle-gated feature** (dark default). Comps are Claude Design **runtime prototypes** — re-author each surface in React against the real API, not drop-in. Process learnings pushed to `standards/guides/design.md`.
- **Mobile implementation — SCOPED 2026-06-19 (plan in `ROADMAP.md` "Mobile-first implementation").** Key finding: the inline-style→CSS "blocker" is **~114 inline styles across the 4 surfaces + shell** (Grid 70 / Reminders 18 / Contacts 17 / Pipeline 7 / shell 2), **not ~1,300** — the app is already majority class-based (1,861-line `<style>`, 1,088 `className`s, 4 media queries). So it's **divisible per-surface, no upfront sweep**, and splits into two axes: *responsive* (layout→classes, gates mobile) vs *theming* (inline-hex→`var()`, 183 literals, gates light theme). Sequence: **Phase 0** pipeline-stages/flags data layer (standalone) → **Phase 1** shared foundation (tokens/`:root` + shell + bottom-tabs + sheet primitive) → **Phase 2** Contacts (validator) → **Phase 3** Grid (crux) → **Phase 4** Pipeline → **Phase 5** Reminders → **Phase 6** light theme. **Phase 0 is BUILT + tested (2026-06-19, deploy pending)** — enum→4 stages + migration `0007` + `existing_investor`/`staleness` injection; the *visible* existing-investor star + staleness recency column + Stale view deferred to Phase 3 (data injected + test-locked now). See ROADMAP for the change set.
- **Built, deploy pending:** **drag-reorder grid views** (frontend-only; `moveViewBefore` in `index.html`; persists via autosave → `views_json`; render-smoke green, browser-interaction untested).
- **W2 — NL query (read-only): LIVE** (v93; matched-only fix v94). Local-Qwen translate → curated intents + slot validator (no generic SQL), `POST /api/query/nl`, audited; Matrix Q&A + intake `?`/`@bot` live. Remaining: **in-room human smoke** + **step-4 web "Ask" box**. Guides: `docs/guides/nl-query.md` + matrix-intake.
- **W1 — reminders: LIVE (v93).** Grid-tied tickler (migration `0006`, `/api/reminders`, derived `reminder_status`, `last_activity_at` rollup). Deferred **W1b** = nurture-gap auto-suggested reminders (staleness nudge → Engaged/Diligence).
- **Done & live:** email-proposal Matrix review + `bot` role (v91); grid-driven Pipeline (v88); Matrix intake bot; Gmail capture (DWD) + propose→approve + daily digest; Thesis Workshop + Architect (Claude, dual-approval); outreach drafts. All draft-only.
- **Tests:** **36/36 backend green** (`python3 backend/run_tests.py`; +`test_pipeline_stages_v2.py`), `py_compile` clean, render-smoke green, fresh-DB migrate clean. (Phase 0 code shipped this session.)
- **Next (priority order):** 1) **deploy Phase 0** (s9pk build + install — pipeline-stages/flags data layer; bundle view-reorder, which is also deploy-pending; **authorize first**); 2) **Phase 1 — mobile foundation** (tokens/`:root` + viewport-gated shell + 4-tab bottom bar + bottom-sheet primitive); 3) mobile surfaces **Contacts → Grid → Pipeline → Reminders** (writes via one-row `log-communication` + pipeline link→stage, never whole-grid PUT; the deferred existing-investor star + staleness recency column + Stale view co-land here); 4) **Phase 6 light theme** (inline-hex→`var()` + `[data-theme]` toggle); 5) **W2 step-4** web Ask box + in-room smoke; 6) **W3** bot grid-mutations behind Matrix gate; 7) **W1b** nurture-gap reminders (target Engaged/Diligence); then P2 debt (reports comms-aggregate soft-delete sweep, `?limit=abc` crash, auth regression test, oversized icon).
- **Open / risks:** **Phase 0 built but not yet deployed** — the `0007` enum migration is a no-op on the live DB (0 opps today, so near-zero remap risk), and the derived `existing_investor`/`staleness` signals are injected + test-locked but not yet *rendered* on desktop (that lands in Phase 3); the mobile UI itself is still unbuilt (Grid is the heavy surface at ~70 inline styles + the two-call stage write path); W2 translation only **happy-path-validated**; **Claude/Architect path still unverified live on the box**; v2.0 reserve-asset spine approved but **not canonical** (needs dual sign-off); doc drift — `crm-overview.md` + `EVALUATION.md` still call `lp_profiles` live.