feat(ux): nudges API, reminder fixes, and UX overhaul handoff

dashboard/agent_jobs.py

@@ -106,6 +106,45 @@ def list_jobs(active_only: bool = False) -> list[dict]:
     return [_public(j) for j in items[:30]]
 
 
+def _enrich_message(message: str, world_id: str | None, attachments: list | None) -> str:
+    if not attachments:
+        return message
+    from integrations import object_storage
+    from memory import vault_documents
+
+    blocks = [message]
+    for att in attachments[:6]:
+        if not isinstance(att, dict):
+            continue
+        if att.get("type") != "vault":
+            continue
+        doc_id = att.get("doc_id") or att.get("id")
+        if not doc_id:
+            continue
+        try:
+            doc_id = int(doc_id)
+        except (TypeError, ValueError):
+            continue
+        doc = vault_documents.get_document(doc_id)
+        if not doc:
+            continue
+        if world_id and doc.get("world_id") != world_id:
+            continue
+        raw = object_storage.get_bytes(doc.get("storage_key") or "")
+        if not raw:
+            continue
+        try:
+            text = raw.decode("utf-8")
+        except UnicodeDecodeError:
+            blocks.append(f"\n\n[ATTACHED FILE: {doc.get('github_path') or doc.get('filename') or doc.get('title')} — binary, not inlined]")
+            continue
+        path = doc.get("github_path") or doc.get("filename") or doc.get("title") or "file"
+        if len(text) > 14000:
+            text = text[:14000] + "\n… (truncated)"
+        blocks.append(f"\n\n[ATTACHED FILE: {path}]\n```\n{text}\n```")
+    return "".join(blocks)
+
+
 def start_job(
     *,
     mode: str,
@@ -114,18 +153,21 @@ def start_job(
     rag_mode: str = "auto",
     specialist: str = "supervisor",
     session_id: str | None = None,
+    attachments: list | None = None,
 ) -> dict:
     job_id = _new_id()
     cancel_event = threading.Event()
+    enriched_message = _enrich_message(message, world_id, attachments)
     job = {
         "id": job_id,
         "status": "queued",
         "mode": mode,
-        "message": message,
+        "message": enriched_message,
         "world_id": world_id,
         "rag_mode": rag_mode,
         "specialist": specialist,
         "session_id": session_id,
+        "attachments": attachments or [],
         "run_id": None,
         "phase": "Queued…",
         "events": [],

dashboard/api.py

@@ -238,15 +238,57 @@ def api_goals_update(gid):
 @bp.route("/reminders", methods=["POST"])
 def api_reminders_create():
     from agent import store
+    from scheduler.jobs import schedule_reminder
     data = request.get_json(silent=True) or {}
     text = (data.get("text") or "").strip()
     due_at = (data.get("due_at") or "").strip()
     if not text or not due_at:
         return jsonify({"error": "text and due_at are required"}), 400
     rid = store.add_reminder(text=text, due_at=due_at, repeat=(data.get("repeat") or None))
+    _safe(lambda: schedule_reminder(rid, due_at), None)
     return jsonify({"id": rid})
 
 
+@bp.route("/reminders/<int:rid>", methods=["PATCH"])
+def api_reminders_update(rid):
+    from agent import store
+    from scheduler.jobs import cancel_reminder_job, schedule_reminder
+    data = request.get_json(silent=True) or {}
+    status = (data.get("status") or "").strip()
+    if status not in ("pending", "done", "cancelled"):
+        return jsonify({"error": "status must be pending, done, or cancelled"}), 400
+    store.set_reminder_status(rid, status)
+    if status in ("done", "cancelled"):
+        _safe(lambda: cancel_reminder_job(rid), None)
+    elif data.get("due_at"):
+        due_at = (data.get("due_at") or "").strip()
+        store.reschedule_reminder(rid, due_at)
+        _safe(lambda: schedule_reminder(rid, due_at), None)
+    return jsonify({"ok": True, "id": rid, "status": status})
+
+
+@bp.route("/nudges")
+def api_nudges():
+    from dashboard import nudges as nudge_mod
+    world_id = (request.args.get("world_id") or "").strip() or None
+    return jsonify({"nudges": _safe(lambda: nudge_mod.collect_nudges(world_id), [])})
+
+
+@bp.route("/crm/contacts/<int:cid>/followup", methods=["POST"])
+def api_contact_followup(cid):
+    from datetime import datetime, timedelta
+    from memory.sql_store import get_contact, update_contact
+    data = request.get_json(silent=True) or {}
+    contact = get_contact(cid)
+    if not contact:
+        return jsonify({"error": "contact not found"}), 404
+    days = int(data.get("days") or 3)
+    days = max(1, min(days, 90))
+    followup_date = (datetime.now() + timedelta(days=days)).isoformat()
+    update_contact(cid, next_followup_at=followup_date)
+    return jsonify({"ok": True, "id": cid, "next_followup_at": followup_date, "days": days})
+
+
 @bp.route("/crm/contacts", methods=["POST"])
 def api_contacts_create():
     from memory.sql_store import add_contact
@@ -275,7 +317,7 @@ def api_contacts_create():
 def api_contacts_update(cid):
     from memory.sql_store import update_contact
     data = request.get_json(silent=True) or {}
-    allowed = {"name", "company", "role", "email", "status", "priority", "notes", "linkedin_url"}
+    allowed = {"name", "company", "role", "email", "status", "priority", "notes", "linkedin_url", "next_followup_at"}
     payload = {k: v for k, v in data.items() if k in allowed}
     if not payload:
         return jsonify({"error": "no valid fields"}), 400
@@ -489,6 +531,7 @@ def api_chat_async():
         rag_mode=(data.get("rag_mode") or "auto").strip().lower() or "auto",
         specialist=specialist or "supervisor",
         session_id=(data.get("session_id") or "").strip() or None,
+        attachments=data.get("attachments") or [],
     )
     return jsonify({"job": job})
 

dashboard/nudges.py

@@ -0,0 +1,135 @@
+"""Actionable nudges for the web UI — reminders, follow-ups, approvals, vault-derived prompts."""
+from __future__ import annotations
+
+import re
+from datetime import datetime
+
+from agent import store
+from memory.sql_store import get_contacts_needing_followup, get_conn
+
+
+def _iso_now() -> str:
+    return datetime.now().isoformat()
+
+
+def _overdue(due_at: str | None) -> bool:
+    if not due_at:
+        return False
+    try:
+        return datetime.fromisoformat(due_at.replace("Z", "+00:00")[:26]) <= datetime.now()
+    except Exception:
+        return False
+
+
+def _vault_lead_nudges(world_id: str | None = None) -> list[dict]:
+    """If synced vault docs mention leads/prospects, nudge when CRM has untouched prospects."""
+    from memory import vault_documents
+
+    try:
+        conn = get_conn()
+        if world_id:
+            prospects = conn.execute(
+                "SELECT id, name, company, status FROM contacts WHERE status = 'prospect' LIMIT 20"
+            ).fetchall()
+            docs = vault_documents.list_documents(world_id)
+        else:
+            prospects = conn.execute(
+                "SELECT id, name, company, status FROM contacts WHERE status = 'prospect' LIMIT 20"
+            ).fetchall()
+            docs = []
+            for wid_row in conn.execute("SELECT DISTINCT world_id FROM vault_documents").fetchall():
+                docs.extend(vault_documents.list_documents(wid_row["world_id"]))
+        conn.close()
+    except Exception:
+        return []
+
+    if not prospects:
+        return []
+
+    lead_pattern = re.compile(r"\b(leads?|prospects?|outreach|pipeline|icp)\b", re.I)
+    lead_docs = [
+        d for d in docs
+        if d.get("source_type") == "github"
+        and lead_pattern.search(d.get("description") or "")
+        or lead_pattern.search(d.get("title") or "")
+        or lead_pattern.search(d.get("github_path") or "")
+    ]
+    if not lead_docs:
+        return []
+
+    doc = lead_docs[0]
+    repo = doc.get("github_repo") or "vault"
+    path = doc.get("github_path") or doc.get("title") or "document"
+    count = len(prospects)
+    names = ", ".join(f"{p['name']}" + (f" @ {p['company']}" if p.get("company") else "") for p in prospects[:3])
+    extra = f" (+{count - 3} more)" if count > 3 else ""
+    return [{
+        "id": f"vault-leads-{doc.get('id')}",
+        "kind": "vault_leads",
+        "title": f"{count} prospect{'s' if count != 1 else ''} not contacted",
+        "body": f"Your synced doc {repo}/{path} references leads. Have you reached out to {names}{extra}?",
+        "action": "crm",
+        "priority": 2,
+        "meta": {
+            "world_id": doc.get("world_id"),
+            "doc_id": doc.get("id"),
+            "prospect_count": count,
+        },
+    }]
+
+
+def collect_nudges(world_id: str | None = None) -> list[dict]:
+    nudges: list[dict] = []
+
+    for r in store.get_pending_reminders():
+        overdue = _overdue(r.get("due_at"))
+        nudges.append({
+            "id": f"reminder-{r['id']}",
+            "kind": "reminder",
+            "title": r.get("text") or "Reminder",
+            "body": f"Due {r.get('due_at', '')[:16].replace('T', ' ')}",
+            "action": "goals",
+            "priority": 1 if overdue else 3,
+            "meta": {"reminder_id": r["id"], "overdue": overdue},
+        })
+
+    try:
+        for c in get_contacts_needing_followup():
+            nudges.append({
+                "id": f"followup-{c['id']}",
+                "kind": "followup",
+                "title": f"Follow up with {c.get('name', 'contact')}",
+                "body": f"{c.get('company') or 'No company'} · status {c.get('status', '?')}",
+                "action": "crm",
+                "priority": 2,
+                "meta": {"contact_id": c["id"]},
+            })
+    except Exception:
+        pass
+
+    for a in store.list_pending_approvals():
+        nudges.append({
+            "id": f"approval-{a['id']}",
+            "kind": "approval",
+            "title": f"Approval needed: {a.get('tool_name', 'tool')}",
+            "body": (a.get("summary") or "")[:160],
+            "action": "approvals",
+            "priority": 1,
+            "meta": {"approval_id": a["id"]},
+        })
+
+    for g in store.list_goals("active")[:5]:
+        nudges.append({
+            "id": f"goal-{g['id']}",
+            "kind": "goal",
+            "title": g.get("title") or "Active goal",
+            "body": (g.get("detail") or "Track progress on this goal")[:120],
+            "action": "goals",
+            "priority": 4,
+            "meta": {"goal_id": g["id"]},
+        })
+
+    nudges.extend(_vault_lead_nudges(world_id))
+
+    nudges.sort(key=lambda n: (n.get("priority") or 9, n.get("title") or ""))
+    return nudges[:24]