toga-ai 1.0.351 → 1.0.353

package/knowledge/2.0/apps/ai-bdr/INDEX.md

@@ -6,6 +6,6 @@
 | [BDR Web Funnel — Full Implementation Plan](features/bdr-web-funnel-plan.md) | > **Execution status (2026-07-14):** PLAN **Phases 0–5 are BUILT and QA'd** — the web > app engine, full mockup port, and real backend are done. | bdr/PLAN.md, bdr/mockup/app.jsx, bdr/mockup/screens.jsx, bdr/mockup/components.jsx |
 | [Call Orchestration — PHP Worker ↔ Vapi (the integration seam)](features/call-orchestration.md) | The **PHP worker** is the orchestrator; **Vapi** is the actor. | ai-bdr/docs/client-onboarding-sop.md, ai-bdr/docs/vapi-firstmessage-timing-fix.md, ai-bdr/docs/vapi-inbound-callback-assistant-request.md, ai-bdr/docs/vapi-voicemail-iphone-screening.md, ai-bdr/scripts/update_structured_output.py |
 | [Vapi Integration — Assistants, Tools, Structured Output](features/vapi-integration.md) | Everything inside Vapi: the three assistants, the three shared tools, the shared structured-output schema, the Liquid-templated system prompt, and the Python sc | ai-bdr/vapi/templates/assistant.template.json, ai-bdr/vapi/templates/system-prompt.template.md, ai-bdr/prompts/archive/prompt-may-15.txt, ai-bdr/prompts/campaigns/healthcare-2026-03-18.md, ai-bdr/prompts/campaigns/healthcare-v2-2026-03-25.md, ai-bdr/prompts/templates/campaign-template.md, ai-bdr/scripts/update_assistant.py, ai-bdr/scripts/update_system_prompt.py, ai-bdr/scripts/update_structured_output.py, ai-bdr/scripts/update_call_summary_context.py, ai-bdr/scripts/fix_booking_guardrails.py, ai-bdr/scripts/get_assistant.py, ai-bdr/docs/vapi-firstmessage-timing-fix.md, ai-bdr/docs/vapi-voicemail-iphone-screening.md |
-| [Web Funnel — Built Next.js App (structure, stack, how to run)](features/web-funnel-app.md) | The **built** state of the BDR web funnel — the Next.js UI / lead-capture front door of the existing AI-BDR product (see `../architecture.md`). | bdr/PLAN.md, bdr/.gitignore, bdr/eslint.config.mjs, bdr/amplify.yml, bdr/src/app, bdr/src/lib/resolveCampaignId.ts, bdr/src/content, bdr/src/components, bdr/src/flow, bdr/src/server, bdr/src/app/api, bdr/test, bdr/public, bdr/mockup/styles.css |
+| [Web Funnel — Built Next.js App (structure, stack, how to run)](features/web-funnel-app.md) | The **built** state of the BDR web funnel — the Next.js UI / lead-capture front door of the existing AI-BDR product (see `../architecture.md`). | bdr/PLAN.md, bdr/.gitignore, bdr/eslint.config.mjs, bdr/amplify.yml, bdr/src/app, bdr/src/app/layout.tsx, bdr/src/app/studio.css, bdr/src/lib/resolveCampaignId.ts, bdr/src/lib/scheduleSlots.ts, bdr/src/content, bdr/src/components, bdr/src/flow, bdr/src/server, bdr/src/app/api, bdr/test, bdr/public, bdr/mockup/styles.css |
 | [Web Funnel — Next.js UI + Config-Driven Campaign Content](features/web-funnel-content-model.md) | > **Status note:** the content **contract** below (schema, provider seam, adapters) > is now BUILT and QA'd (PLAN Phases 0–5). | bdr/src/content/schema.ts, bdr/src/content/hubspotProvider.ts, bdr/src/content/useCampaign.ts, bdr/src/content/default.ts, bdr/src/lib/resolveCampaignId.ts, bdr/src/server/leadSink.ts, bdr/src/server/callbackService.ts, bdr/src/app/api/call-now/route.ts, bdr/src/app/api/call-later/route.ts, bdr/src/app/api/contact/route.ts |
 | [New-Campaign Onboarding (6-phase runbook)](workflows/new-campaign-onboarding.md) | The end-to-end procedure for launching a new outbound BDR campaign (industry, offer, target persona, geography). | ai-bdr/docs/client-onboarding-sop.md, ai-bdr/docs/calcom-new-campaign-event-guide.md, ai-bdr/prompts/templates/campaign-template.md, ai-bdr/scripts/update_assistant.py, ai-bdr/scripts/update_system_prompt.py |

package/knowledge/2.0/apps/ai-bdr/features/bdr-web-funnel-plan.md

@@ -6,7 +6,7 @@ project: "AI-BDR"
 client: shared
 type: feature
 status: draft
-updated: 2026-07-14
+updated: 2026-07-15
 owners: [tcox]
 files:
   - bdr/PLAN.md
@@ -515,6 +515,21 @@ so fidelity should be near-exact.
     summaries, accent `RichLine`s) is represented (flat columns can't hold arrays cleanly — child rows or
     a JSON field); who authors/owns the schema; and how the slug relates to the existing
     `hsCampaignId`/Toga campaign UUID used for attribution.
+11. **Privacy Policy & Terms links (§9.11, from the first design review).** The consent
+    footnotes on Call Now / Schedule link to **dead anchors** (`#privacy` / `#terms`,
+    ported verbatim from the mockup; the original `info` app had none). They need real
+    pages or links to `togatech` pages. Wiring is a **2-line content change** — the schema
+    already supports `[label](href)`, and HubSpot campaigns can override the href per
+    campaign.
+12. **Share button is a mock (§9.12).** The Success summary-card Share popover validates
+    the email and shows "Sent" but **sends nothing** (the Copy button IS a real clipboard
+    write). A functional version needs an **email-send route** AND the **real call
+    pipeline** (today's summaries are simulated rotating recaps, not real call data).
+13. **"Avg. connect time" (~7 s) is curated copy, not a metric (§9.13).** It has never
+    been computed in any product version — it is campaign-editable bundle copy. Keep it
+    campaign-editable for launch; a **live calculation is post-launch** (needs a metric
+    definition, a Vapi/Toga call-record source, periodic computation, and real call
+    volume).
 
 ---
 
@@ -558,6 +573,12 @@ so fidelity should be near-exact.
 - [ ] Pixel-perfect parity pass against the mockup screens + screenshots.
 
 ## Change history
+- 2026-07-15 — First UI design review: appended three future items to §9 open questions,
+  mirroring `BDR/PLAN.md` §9.11–§9.13. §9.11 real Privacy/Terms pages (consent footnotes
+  currently link to dead `#privacy`/`#terms` anchors; 2-line content fix). §9.12 Share
+  button is a mock (validates + shows "Sent" but sends nothing; Copy is real) — needs an
+  email-send route plus the real call pipeline. §9.13 "Avg. connect time" (~7 s) is
+  curated campaign copy, never a computed metric; live calculation is post-launch. (tcox)
 - 2026-07-14 — Phases 0–5 executed and QA'd (engine + full mockup port + real backend);
   built codebase now documented in `web-funnel-app.md`. `BDR/PLAN.md` itself corrected:
   absolute local paths genericized, and the stale "not yet in TOGA registry" note fixed

package/knowledge/2.0/apps/ai-bdr/features/web-funnel-app.md

@@ -6,7 +6,7 @@ project: AI-BDR
 client: shared
 type: feature
 status: active
-updated: 2026-07-14
+updated: 2026-07-15
 owners: [tcox]
 files:
   - bdr/PLAN.md
@@ -14,7 +14,10 @@ files:
   - bdr/eslint.config.mjs
   - bdr/amplify.yml
   - bdr/src/app
+  - bdr/src/app/layout.tsx
+  - bdr/src/app/studio.css
   - bdr/src/lib/resolveCampaignId.ts
+  - bdr/src/lib/scheduleSlots.ts
   - bdr/src/content
   - bdr/src/components
   - bdr/src/flow
@@ -55,6 +58,11 @@ is **decision-gated, not code** (see "What is parked / not built").
   hand-authored CSS (ported verbatim as `src/app/studio.css`) and threaten pixel
   parity. Do **not** add Tailwind to this repo — the styling is intentionally the
   mockup's own CSS-variable system. See the styles.css escape-sequence gotcha below.
+- **Font: Plus Jakarta Sans via `next/font/google`** (`Plus_Jakarta_Sans`, weights
+  400/500/600/700/800, `display: swap`, self-hosted at build). Loaded in
+  `src/app/layout.tsx` and exposed as `--font-jakarta` on `<html>`; `studio.css`
+  `--font-display` / `--font-body` resolve `var(--font-jakarta)` first with the
+  original stack kept as fallback. See the font-port gotcha below.
 - **ESLint flat config** carries a **no-em-dash rule** on shipped strings
   (`Literal` / `TemplateElement` / `JSXText` selectors) — enforces the mockup copy
   rule on in-repo strings (`eslint.config.mjs`).
@@ -82,7 +90,10 @@ is **decision-gated, not code** (see "What is parked / not built").
   behind `LeadSink` + `CallbackService` adapters (detail in
   `web-funnel-content-model.md`).
 - `src/app/api/*` — route handlers `call-now`, `call-later`, `contact`.
-- `public/*` — assets pruned to the **default campaign only** (~6.2 MB).
+- `public/*` — assets pruned to the **default campaign only**, **plus AutoBuild's
+  FLOURISH characters** (Owl 1 `owl-02` + Robot 1 `robot-02`, art + talk videos) which
+  the assembly cycle needs even though they are not the campaign agent. See the
+  asset-pruning gotcha below.
 - `test/*` — the 67-test Vitest suite.
 
 ## How the built app behaves (key runtime facts)
@@ -99,6 +110,12 @@ is **decision-gated, not code** (see "What is parked / not built").
 - **Boundary validation on every route handler.** 16 KB body cap; phone / UUID / ISO
   checks; all handlers return the `{isSuccess, status, error, messages, data}`
   envelope (same contract as `info`/Toga).
+- **Schedule timezone is already calculated (not a gap).** `detectLocalTz()`
+  (`src/lib/scheduleSlots.ts`) derives the visitor's zone via the `Intl` short name and
+  renders it in the "All times in `<tz>`" note + the confirmation label; the backend
+  (`src/server/toga.ts`) converts the picked slot to `America/Chicago` for Toga. If
+  `Intl` is unavailable the note simply is not rendered (graceful, no crash). A design
+  request to "make tz calculated" was already satisfied — do not re-implement.
 
 ## What is parked / not built
 
@@ -122,6 +139,20 @@ is **decision-gated, not code** (see "What is parked / not built").
   parsers. This was **fixed in the ported `src/app/studio.css`**, but
   `mockup/styles.css` was intentionally left pristine — so **anyone re-porting the
   mockup CSS must re-apply this fix.**
+- **Port the mockup's `<head>` resources, not just its CSS.** The initial port mirrored
+  the mockup's CSS but not its `<head>` font `<link>`: `studio.css` named Plus Jakarta
+  Sans but nothing ever loaded it, so the whole site silently fell back to `system-ui`.
+  Fixed by loading the font via `next/font/google` in `layout.tsx` (see Stack). **Anyone
+  porting mockup screens must check `<head>` resources (fonts, preconnects, meta) too —
+  a named font in CSS does not mean the font is loaded.**
+- **Asset pruning must include AutoBuild's flourish characters.** Phase 2 pruning (§5.8)
+  kept only the campaign agent's art, which left AutoBuild's FLOURISH cycle (Owl 1
+  `owl-02`, Robot 1 `robot-02`) rendering blank — only the final agent showed. The
+  preloader is **silently tolerant** of missing files (resolves `false`, never blocks),
+  so the gap produced no error and was easy to miss. Fixed by copying `owl-02.png`,
+  `owl-02-talk.mp4`, `robot-02.png`, `robot-02-talk.mp4` into `public/agents/`. **Check
+  `public/agents/` against every form/slot the flow actually cycles, not just the
+  campaign agent** — the tolerant preloader will not warn you.
 - **No PII in logs.** All of `info`'s PII-logging was stripped on port (identifier-
   only logs); the Toga error paths **strip query strings** because the contact
   lookup carries the email in the query. Do not reintroduce value logging.
@@ -131,6 +162,17 @@ is **decision-gated, not code** (see "What is parked / not built").
   harness; pull it with `npx toga-ai`.
 
 ## Change history
+- 2026-07-15 — First UI design review pass. FIXED: site-wide font silently fell back to
+  `system-ui` (mockup's `<head>` Google-Fonts link was never ported) — now Plus Jakarta
+  Sans via `next/font/google` in `layout.tsx`, exposed as `--font-jakarta`, resolved
+  first in `studio.css` (added font-port gotcha + Stack note). FIXED: AutoBuild flourish
+  agents (`owl-02`, `robot-02`) rendered blank because asset pruning kept only the
+  campaign agent and the preloader is silently tolerant of missing files — restored their
+  art + talk videos to `public/agents/` (added asset-pruning gotcha, corrected the
+  `public/*` pruning note). CONFIRMED: Schedule-screen timezone is already calculated
+  (`detectLocalTz()` + backend `America/Chicago` conversion) — documented as a runtime
+  fact so it is not mistaken for a gap. All changes uncommitted in the working tree at
+  capture time. (tcox)
 - 2026-07-14 — Initial doc: recorded the BUILT state of the BDR web funnel (PLAN
   Phases 0–5 executed + QA'd). Next.js 16.2.3 App Router/TS, deliberate no-Tailwind,
   ESLint no-em-dash rule, `resolveCampaignId`, full mockup component/flow port

package/knowledge/sessions/2026-07-15-bdr-build-tcox.md

@@ -0,0 +1,71 @@
+---
+type: session
+slug: bdr-build
+title: BDR web funnel — first design-review adjustments (font, AutoBuild art, PLAN §9 items)
+author: tcox
+repos: [bdr, ai-bdr]
+framework: "2.0"
+client: shared
+status: active
+created: 2026-07-15
+updated: 2026-07-15
+---
+
+# Session: bdr-build
+**Date:** 2026-07-15
+**Project/Repo:** bdr (2.0) — local `C:\WWW\BDR`, GitHub `agilantsolutions/BDR`, branch `BDR-Development`
+**Task:** Apply the first UI design-review adjustments to the BDR web funnel (post Phases 0-5): site font, AutoBuild agent art, and triage of Privacy/Terms, share button, connect-time, and timezone items.
+
+---
+
+## What WORKED
+- **Site-wide font fixed (root cause found).** The mockup loaded Plus Jakarta Sans via a Google Fonts `<link>` in its `<head>` that was never ported — `studio.css` named the font but nothing loaded it, so the whole site silently fell back to `system-ui`. Fix: `next/font/google` `Plus_Jakarta_Sans` (weights 400/500/600/700/800, `display:swap`, self-hosted at build) exposed as `--font-jakarta` on `<html>` in `src/app/layout.tsx`; `studio.css` `--font-display`/`--font-body` now resolve `var(--font-jakarta)` first with the original stack as fallback. No `font-weight` rules touched. Evidence: tsc clean, eslint clean, `next build` succeeded with 4 `.woff2` bundled into `.next/static/media`, 67/67 vitest green.
+- **AutoBuild flourish agents restored.** "Build my agent for me" showed only the final agent (Alex/human-02); Athena (owl-02) and Cogsworth (robot-02) rendered blank. Root cause: Phase 2 asset pruning (§5.8) kept only the campaign agent's art, but AutoBuild's FLOURISH cycle needs `Owl 1`/`Robot 1` art + talk videos — and the preloader tolerates missing files silently (resolves false, never blocks), masking the gap. Fix: copied `owl-02.png`, `owl-02-talk.mp4`, `robot-02.png`, `robot-02-talk.mp4` (~5.6MB) from `mockup/agents/` to `public/agents/`. No code change needed (asset resolver is a plain `/` prefix).
+- **PLAN.md §9 extended with three design-review decisions** (§9.11 Privacy/Terms dead links — need real pages or togatech links; §9.12 share button is mock — needs email-send route + real call pipeline; §9.13 "Avg. connect time ~7 seconds" is curated bundle copy, never a computed metric anywhere — keep campaign-editable for launch).
+- **Timezone request closed as already-done.** Schedule screen's tz IS calculated: `detectLocalTz()` in `src/lib/scheduleSlots.ts` (Intl short name) renders "All times in <tz>" + confirmation label; backend converts the picked slot to America/Chicago for Toga (`src/server/toga.ts`). Told design team; nothing built.
+- **/capture published to team KB (PUSHED).** `web-funnel-app.md` updated (font-port gotcha, flourish-asset gotcha + corrected stale ~6.2MB prune note, Schedule-tz runtime fact) and `bdr-web-funnel-plan.md` §9 mirror updated with 9.11-9.13.
+
+## What did NOT work — DO NOT RETRY THESE
+- *(Nothing failed this session. The list below is CARRIED FORWARD from the 2026-07-14 session — still valid, do not retry.)*
+- **`sed`/`perl` in-place replacement of literal `\n` escapes through the Bash tool fails silently** (escaping mangled through the Windows Git Bash wrapper). Use the Edit tool with exact old/new strings. `mockup/styles.css` lines ~759/840 still contain the broken `\n`/`\"` artifacts on purpose; the fixed copy is `src/app/studio.css` — never re-copy those lines from the mockup.
+- **`pkill` does not kill Windows processes from Git Bash** — a stale `next start` keeps port 3000 and serves an old build. Kill via PowerShell `Get-NetTCPConnection -LocalPort 3000` + `Stop-Process`, or `taskkill //PID <pid> //F`.
+- **Bash tool cwd resets to `c:\WWW` between some calls** — `npm run <script>` then fails with "Missing script". Always `cd /c/WWW/BDR &&` first.
+- **Pre-commit path scan regex missing `c:\WWW\...` single-backslash paths** — scan `[A-Za-z]:[\\/]` case-insensitively.
+- **Letting ESLint lint `mockup/**`** — reference prototype, belongs in globalIgnores (already configured).
+- **CLI push without GCM sign-in** — permanently resolved via `credential.helper manager`; do not fall back to GitHub Desktop.
+
+## Not tried yet (candidates for next session)
+- **Commit this session's working-tree changes** to `BDR-Development` (font wiring, 4 restored assets, PLAN.md §9.11-9.13) — developer has not asked for the commit yet.
+- **Remaining design-review items** — the team's list was being worked through interactively; more items may be pending beyond the 5 handled.
+- **Privacy/Terms destinations** — decide mock-up pages vs. links to togatech pages, then 2-line content change in `src/content/default.ts` (schema already supports `[label](href)`; HubSpot can override per campaign).
+- **Verify design team's tz observation** — if someone saw "CST" in July or a raw "GMT-5", that's a browser-specific quirk worth chasing (ask what value + which browser).
+- **§9.10 HubSpot content-modeling decision** (gates Phase 6: hubspotProvider + campaign seeding), then Phase 6 second campaign, Phase 7 pixel-parity/GA4/accessibility, Phase 8 Amplify deploy.
+- Success screen consuming `submitOk` (exposed by useAgentFlow, not surfaced in UI).
+
+## Current file state
+| File | Status | Notes |
+|------|--------|-------|
+| `src/app/layout.tsx` | MODIFIED, uncommitted | next/font Plus Jakarta Sans, `--font-jakarta` variable on `<html>` |
+| `src/app/studio.css` | MODIFIED, uncommitted | `--font-display`/`--font-body` resolve `var(--font-jakarta)` first |
+| `public/agents/owl-02.png`, `owl-02-talk.mp4`, `robot-02.png`, `robot-02-talk.mp4` | ADDED, uncommitted | ~5.6MB, copied from `mockup/agents/` for AutoBuild flourish |
+| `PLAN.md` | MODIFIED, uncommitted | §9.11 Privacy/Terms, §9.12 share mock, §9.13 connect-time copy |
+| Repo otherwise | clean at `34a3910` on `BDR-Development` | Phases 0-5 committed previously; no PR yet |
+| Team KB (`toga-tech`) | PUSHED | `web-funnel-app.md` + `bdr-web-funnel-plan.md` updated via /capture |
+
+## Decisions made
+- **`next/font/google` over re-adding the mockup's Google Fonts `<link>`** — self-hosted at build (no runtime Google request, no FOUT), Next-idiomatic. Rejected: runtime `<link>` (external request, CSP/perf) and `next/font/local` (only needed if build-time font download is blocked; it wasn't).
+- **Restore only the 4 flourish assets, not the full 54-file agent library** — AutoBuild needs exactly Owl 1 + Robot 1; keeps the §5.8 size discipline while unbreaking a shipped screen.
+- **Connect time stays curated campaign copy for launch** — a live metric needs a definition, a Vapi/Toga call-record source, periodic computation, and enough call volume to be stable; small early samples are noisy. Rejected: wiring a live query now.
+- **Privacy/Terms and share-button work deferred to PLAN §9** rather than built speculatively — both need decisions from outside engineering (legal/marketing URLs; real call pipeline).
+
+## Blockers
+- **§9.10 HubSpot content mechanism undecided** — still gates Phase 6 (owner: HubSpot instance owner).
+- **Privacy/Terms destination URLs** — need legal/marketing decision (mock pages vs. togatech links).
+- **First-campaign direction/copy from leadership** still pending.
+- **Real-call testing env values** (HUBSPOT_ACCESS_TOKEN + 4 TOGA_* vars) — deliberate action, hits live Toga.
+
+## Exact next step
+> Commit the session's working-tree changes in `C:\WWW\BDR` to `BDR-Development` as two commits: `fix: load Plus Jakarta Sans via next/font` (layout.tsx + studio.css) and `fix: restore autobuild flourish agent assets` (public/agents/ + PLAN.md), then continue the design-review punch list with the team.
+
+---
+_Saved by /session-save on 2026-07-15_

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "toga-ai",
-  "version": "1.0.351",
+  "version": "1.0.353",
   "description": "TOGA Technology Team Claude Knowledge System — shared AI coding harness with skills, knowledge base CLI, and project installer for Claude Code.",
   "keywords": [
     "claude",