Pitch Guard

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29 commits indexed

1. 4932ed3 2026-06-30 auto-save: 2026-06-30T05:58:45 (1 files) — server.js
2. aae4190 2026-06-30 feature: surface invoice-sent & samples-sent as warm followup signals + sort criteria
3. ca01242 2026-06-30 Pitch Guard: auto-remove a draft from the list once its followup sends successfully (trash + drop card)
4. bb14d71 2026-06-30 snapshot before invoice/samples-sent followup-signal feature
5. 7e21c18 2026-06-23 auto-save: 2026-06-23T09:50:51 (1 files) — server.js.tmp
6. 9b5953d 2026-06-18 PitchGuard: explicitly send/draft from info@designerwallcoverings.com
7. 1e95bac 2026-06-18 PitchGuard: red 'already sent' alert + 4th Already-Sent column
8. bcb6aaa 2026-06-18 Fix Send followup: pass George external-send approval token
9. 75b161a 2026-06-18 Add Designer Wallcoverings logo to header; (GEORGE_URL fixed to Tailscale MagicDNS HTTPS in .env — gitignored)
10. 7308e45 2026-06-16 Refine: never bother clients who already transacted or were already followed up
11. 0d9ee55 2026-06-16 Fix non-deterministic followup-candidate scanner: single-flight lock + serve cache on reload, retry throttled Gmail checks instead of silently dropping (over-include w/ 'uncertain' flag), full paginated sent scan (80 contacts). Count now stable across reloads (was 11→10→6)
12. bd41631 2026-06-16 pitch-guard: persist dates+letters sent per person (durable ledger) + surface George's SENT mail per contact
13. c3d6f36 2026-05-31 Link favicon.svg in head (use branded SVG, not .ico fallback)
14. 9e6d276 2026-05-31 Add per-site favicon (kills /favicon.ico 404)
15. e610e4d 2026-05-19 Broaden .gitignore to exclude .bak / .pre- snapshot files
16. 88b1ce4 2026-05-19 Add 404-guard middleware so .bak/.pre- snapshot files never serve from static root
17. b193fc5 2026-05-19 Add rel=noreferrer to target=_blank link (mechanical safety pass)
18. 30852ed 2026-05-19 Move George URL + auth to gitignored .env (was hardcoded in server.js); add .env.example
19. a2e4c2f 2026-05-19 Followup scanner now auto-runs: warms on startup + daily, candidates auto-load on page open
20. b5dbc8d 2026-05-19 Send no_source_tag to George so customer emails skip the From-job banner
21. bfffaf9 2026-05-19 Pitch panel: Edit/Preview HTML toggle + Open-as-page; strip George From-job banner
22. 164394a 2026-05-19 Add 5-day followup candidate scanner (dry-run) — Followup Candidates section + per-candidate Draft-it
23. 0bd7aef 2026-05-19 Fix recent-followup detection — broad regex for all followup templates + body fallback when snippet misses
24. e7305dd 2026-05-19 Add Delete draft button to the Pitch panel footer
25. fba50d0 2026-05-19 Add recent-followup signal, draft delete (trash), and sort by name/date/subject/risk
26. e6f61db 2026-05-19 Split drafts into Clients + collapsible Vendors section (vendor classifier from dw_unified)
27. 5c43a5e 2026-05-19 Pitch Guard: resizable / collapsible / reorderable / pop-out panels
28. dd9f2df 2026-05-19 move Pitch Guard to port 8123
29. 7b30caa 2026-05-19 Pitch Guard — draft + correspondence viewer for info@ with pre-send risk gate

Authors

• Steve29

Creative ideas + design notes

Commits with substantial prose (≥120 chars) — the rationale behind each move.

- detectWarmSent(): in:sent scan for invoice/samples/swatch/memo (outbound only)
- candidate scan tags warmSignals + sentInvoice/SamplesTs, sorts warm leads first
- assessRisk now blocks only paid/shipped/ordered (an unpaid invoice we SENT is a
  warm lead, not a closed sale) — Samantha tripwire (paid/shipped/order) intact
- UI: green INVOICE SENT / SAMPLES SENT chips on candidate rows + Invoice-sent /
  Samples-sent sort options

Pin From to 'Designer Wallcoverings <info@designerwallcoverings.com>' on
both /api/send and /api/followup/create so outbound can never fall back to
a Gmail default. (Sends already resolved to info@ via George's account
mapping; this makes it explicit and override-proof.)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

When a followup was already sent to the selected contact, show a red alert
(with the exact date+time it went out) in the Pitch verdict, and add a 4th
panel on the right listing every letter already sent to that contact —
date+time stamped, the matched followup flagged red. Layout bumped to v2 so
existing users pick up the new column.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

George's externalSendGuard 403-blocks all sends to external (customer)
recipients unless the request carries the human-approval token. PitchGuard's
authenticated Send-followup click IS that approval, so include
send_approval_token (from GEORGE_EXTERNAL_SEND_TOKEN) on every /api/send.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Root cause (2026-06-16): the paid/shipped risk-gate lived ONLY in the UI Send
button, so a native Gmail-web send bypassed it — already-closed clients
(incl. one PAID+ORDERED+SHIPPED) got pitched a quote followup.

- assessRisk() + alreadyFollowedUp() shared probes
- candidate scanner now EXCLUDES level>=2 (ORDERED/INVOICED/PAID/SHIPPED) and
  anyone followed up in last 21d — they never become candidates, so never drafted
- /api/followup/create refuses to draft a transacted contact (defense-in-depth)
- swept + trashed today's followup drafts to transacted clients (gsmsriedel/louie/
  nicole/jgarner/sis9lives/tmmd44/daddydas) + duplicate drafts to already-sent ones

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8 files tracked. Click any to browse the source at HEAD.

• .gitignore
• data/vendors.json
• package-lock.json
• package.json
• public/favicon.ico
• public/favicon.svg
• public/index.html
• server.js

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