toga-ai 1.0.328 → 1.0.329

package/knowledge/sessions/2026-07-14-bdr-build-tcox.md

@@ -0,0 +1,78 @@
+---
+type: session
+slug: bdr-build
+title: BDR web funnel built through Phase 5 (scaffold to real backend)
+author: tcox
+repos: [bdr, ai-bdr]
+framework: "2.0"
+client: shared
+status: active
+created: 2026-07-14
+updated: 2026-07-14
+---
+
+# Session: bdr-build
+**Date:** 2026-07-14
+**Project/Repo:** bdr (2.0) — local `C:\WWW\BDR`, GitHub `agilantsolutions/BDR`, branch `BDR-Development`
+**Task:** Execute PLAN.md Phases 0-5 of the BDR web funnel: get the repo onto GitHub, scaffold the Next.js app, and build the content layer, component library, all screens/flow, and the real HubSpot/Toga backend.
+
+---
+
+## What WORKED
+- **Repo now on GitHub.** `C:\WWW\BDR` git-initialized, branched off remote `_main` (README preserved), pushed to `agilantsolutions/BDR` branch **`BDR-Development`** (developer renamed it from feature/initial-plan-and-mockup). 8 commits: `3a1db6b` plan+mockup import (323 files, `.claude/` gitignored), `08eaf65` PLAN.md path/registry fixes, then Phases 0-5.
+- **CLI git auth PERMANENTLY FIXED on this machine.** `git config --global credential.helper manager` + one interactive `git fetch` popped the GCM browser sign-in; credentials stored. Push/fetch now work from CLI for ALL repos incl. the knowledge repo (`/capture` pushes work). The old "push via GitHub Desktop" memory was deleted as obsolete.
+- **Phase 0** (`dcc3e30`): Next.js 16.2.3 + React 19.2.4 + TS scaffold mirroring `info`'s config. Mockup `styles.css` ported as `src/app/studio.css`. `resolveCampaignId` (?campaign= -> hsCampaignId map -> `default`, slug regex `^[a-z0-9][a-z0-9-]{0,63}$`). ESLint flat-config no-em-dash rule (Literal/TemplateElement/JSXText selectors) — proven to fire. amplify.yml + .env.example.
+- **Phase 1** (`960fe34`): `src/content/` schema.ts (CampaignBundle contract), provider.ts (`resolveCampaign` never throws; unknown slug serves DEFAULT content with requested id), hubspotProvider.ts stub (throws, gated on §9.10), useCampaign.tsx context hook, default.ts = mockup copy verbatim extracted by subagent. Vitest wired (server-only shimmed via alias).
+- **Phase 2** (`90fd7ed`): components.jsx ported to 16+ typed client modules (Ico 27-icon registry + iconFor, AgentArt/SmoothImg/TalkingPreview, VoiceDial+VoiceAudio, ColorSelector, SwapFade with settle guards verbatim, Particles, StepRail, SynapseButton...). `src/lib/agentData.ts` (only home for accent hexes) + `assetPath.ts` (replaces ASSET()/window.__resources, preloadAgentAssets). Assets pruned per §5.8 to 6.2MB (Alex slot-1 art+talk video, walkthrough, brand SVGs).
+- **Phase 3** (`64553b1`): Capabilities.tsx fully config-driven (Q&A pill rotation with mockup fade phases + same-tick click guard), thin AgentFlowRoot (accent -> :root, --mx/--my hover, scroll tint), RichText.tsx `agentize()` replaces `<agent>` token with bundle.agent.name. Schema calibrations: `chrome`, eyebrows, `qbank`, connectNote -> {label,value}.
+- **Phase 4** (`85a4772`): useAgentFlow state machine (go()/back map, stepFor, modal gates, aibdr.v2 localStorage — only voice survives refresh), AutoBuild (verbatim ms timeline, lands on CAMPAIGN agent not hardcoded Alex), CallNow, Schedule (12-month, 30-min slots), Success (calling simulation + summaries + AmbientQuestions), Welcome/WelcomeStep2/EarlyAccess modals, leadActions seam stubs. Creator + TweaksPanel deliberately NOT ported (parked, §9.3/§9.7).
+- **Phase 5** (`34a3910`): `src/server/` toga.ts + hubspot.ts ported from `info` with ALL PII logging stripped (identifier-only logs), validation.ts (16KB body cap, phone/uuid/ISO checks), leadSink.ts + callbackService.ts adapters, /api/call-now + /api/call-later + /api/contact route handlers (always envelope-shaped), page.tsx primes lead from ?hsContactId server-side and NEVER fails rendering, leadActions POST for real. info's dead 501 `visit` route dropped deliberately.
+- **Verification discipline held every phase:** tsc + eslint + vitest + next build + live SSR curl checks before each commit. Final: **67 tests / 7 files green**. Live checks: `?campaign=healthcare` -> data-campaign="healthcare"; POST /api/call-now `{}` -> 400 envelope (not 500); missing env -> 500 envelope, funnel still renders.
+- **Subagent pipeline worked well:** 4 background implementer agents (content extraction, component port, Capabilities, Phase 4 flow, Phase 5 backend) each verified before returning; main thread stayed conductor.
+
+## What did NOT work — DO NOT RETRY THESE
+- **`sed`/`perl` in-place replacement of literal `\n` escapes through the Bash tool failed silently** (file unchanged; the `\"` expression in the same sed call DID apply — escaping is mangled through the Windows Git Bash wrapper). Fix that worked: the **Edit tool** with exact old/new strings. The mockup's styles.css lines 759 + 840 contain literal `\n` / `\"` sequences (JS-string generation artifacts) that break the CSS parser — already fixed in `src/app/studio.css`; `mockup/styles.css` left pristine (still broken) on purpose.
+- **`pkill` does not kill Windows processes from Git Bash** — it exits quietly and the old `next start` keeps holding port 3000, serving a STALE build (looks like your new code didn't build). Kill via PowerShell `Get-NetTCPConnection -LocalPort 3000 | Stop-Process` or `taskkill //PID <pid> //F` (netstat to find PID).
+- **The Bash tool's cwd resets to `c:\WWW` between some calls** — `npm run <script>` then fails with "Missing script" because c:\WWW has no package.json. Always `cd /c/WWW/BDR &&` first.
+- **Pre-commit path scan regex missed `c:\WWW\...` single-backslash absolute paths** (pattern only matched escaped/forward-slash forms) — PLAN.md was pushed with machine paths in it (git-workflow violation), fixed in follow-up `08eaf65`. Scan for `[A-Za-z]:[\\/]` case-insensitively next time.
+- **ESLint linted `mockup/**` (110 errors)** until `mockup/**` was added to globalIgnores — the prototype is reference material, not shipped code.
+- **CLI push/fetch without GCM sign-in**: `fatal: could not read Username` — resolved permanently (see What WORKED); do not fall back to GitHub Desktop workflows.
+
+## Not tried yet (candidates for next session)
+- **§9.10 decision (gates Phase 6):** how campaign content is modeled in HubSpot (HubDB likely vs custom object; nested Q&A pool/sets/callSummaries are the hard part). Needs the HubSpot instance owner. Then: implement hubspotProvider (fetch by slug + map + revalidation cache + no-em-dash normalization), seed campaign 1 from default.ts, slim DEFAULT to engineering fallback.
+- **Phase 6:** second campaign (healthcare proof points already in the Q pool) proving zero-code campaign adds.
+- **Phase 7:** pixel-parity pass vs mockup screens/screenshots, GA4 (react-ga4 installed, not wired), accessibility.
+- **Phase 8:** Amplify SSR app creation + env vars (values from info's deployment), `togatech` integration mechanism (§9.6), PR + merge strategy for `BDR-Development` -> `_main`.
+- **Local run QA:** developer was about to `npm run dev` and walk the funnel; feedback may yield fidelity fixes.
+- Success screen consuming `submitOk` (currently exposed by useAgentFlow, not yet surfaced in UI).
+
+## Current file state
+| File | Status | Notes |
+|------|--------|-------|
+| `C:\WWW\BDR` (whole repo) | 8 commits pushed to `BDR-Development` | Working tree clean at `34a3910`. No PR opened (developer said "no PR to do yet"). |
+| `src/app/` | layout + page (server: resolve slug -> bundle -> lead prime) + studio.css (fixed) + api/{call-now,call-later,contact} | |
+| `src/content/` | schema.ts, default.ts (mockup copy interim), provider.ts, hubspotProvider.ts (throwing stub), useCampaign.tsx | |
+| `src/components/`, `src/flow/`, `src/server/`, `src/lib/` | Complete per phases 2-5 | Creator/TweaksPanel not ported (parked). |
+| `test/` (7 files, 67 tests) | All green | Includes route validation, CST formatting, slots, phone. |
+| `knowledge/2.0/apps/ai-bdr/*` (team repo) | NOT yet re-synced with Phase 3/4 schema calibrations or build progress | `/capture` pending — run it next session start or after QA. |
+
+## Decisions made
+- **No Tailwind** (deviation from mirroring info): Tailwind 4's preflight reset would fight the mockup's hand-authored CSS and threaten pixel parity; PLAN §5.1 makes it optional. Rejected: including it for config parity.
+- **DEFAULT bundle carries the mockup's copy verbatim as interim dev content** (documented in default.ts header) until HubSpot is seeded post-§9.10, then slim to engineering fallback. Rejected: building screens against lorem-ipsum minimal DEFAULT (no parity possible).
+- **Schema calibrated by building, not upfront:** Phase 3/4 added chrome, qbank, eyebrows, earlyAccess/phone/recap groups, connectNote {label,value}, template tokens `<agent>/<date>/<tz>/<time>/<detail>`. The §6 sketch was a starting point; the code schema is now the contract.
+- **AutoBuild lands on `bundle.agent`**, not hardcoded Alex — agent identity is campaign config (PLAN §2.2 design implication).
+- **info's `visit` route dropped** (permanent 501 stub, no caller): dead attack surface. Recorded in contact route header.
+- **PII logging stripped at port time** (info debt): identifier-only logs everywhere; Toga error paths strip query strings (contact lookup carries email in query).
+- **`.claude/` harness gitignored** in the BDR repo (machine-local, installed via npx toga-ai; committing snapshots the whole KB stale).
+- **GCM one-time sign-in** chosen over GitHub Desktop-only pushes: fixes CLI push machine-wide, permanently.
+
+## Blockers
+- **§9.10 HubSpot content mechanism undecided** — gates hubspotProvider + campaign seeding (Phase 6). Owner: whoever runs the HubSpot instance.
+- **First-campaign direction/copy from leadership** still pending (fills bundle 1, doesn't block engine work).
+- **Real-call testing needs env values** (HUBSPOT_ACCESS_TOKEN + 4 TOGA_* vars) from info's deployment — deliberate action, hits live Toga and can trigger an actual callback.
+
+## Exact next step
+> `cd C:\WWW\BDR && npm run dev`, open http://localhost:3000, walk the full funnel (Welcome -> Build my agent -> AutoBuild -> Capabilities -> Call Now/Schedule -> Success) side-by-side with `mockup/AI BDR (standalone).html`, and note fidelity gaps for the Phase 7 parity pass. Then run `/capture` to re-sync the ai-bdr knowledge docs (schema calibrations + build progress).
+
+---
+_Saved by /session-save on 2026-07-14_

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "toga-ai",
-  "version": "1.0.328",
+  "version": "1.0.329",
   "description": "TOGA Technology Team Claude Knowledge System — shared AI coding harness with skills, knowledge base CLI, and project installer for Claude Code.",
   "keywords": [
     "claude",