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docs: Phase 8 documentation - Gitea, Obsidian, Outline, Vikunja, map (AUD-74)

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- README: architecture Mermaid, Phase 8 status, Phase 7 endpoints, Documentation index
- docs/outline/: AI-context collection (index, system, config, code map, runbook)
- docs/email-agent-architecture.mmd + rendered PNG + Archify map (showcase pass)
- docs/vikunja-tasks.json (Vikunja project 17, tasks 179-185)
- docs/phase8-documentation.md evidence
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@@ -7,34 +7,59 @@ replies, and answers the Hub.
The build spec is [`AGENTS.md`](AGENTS.md). `ORIGINAL_NOTES.md` is archived The build spec is [`AGENTS.md`](AGENTS.md). `ORIGINAL_NOTES.md` is archived
pre-planning material and is not authoritative. pre-planning material and is not authoritative.
## Architecture
```mermaid
flowchart LR
SAM["Sam<br/>phone or desktop browser"] --> CADDY["Caddy on .35<br/>mail.lab.audasmedia.com.au"]
CADDY --> UI["HTMX dashboard<br/>login, inbox, rules, reports"]
UI --> DB[("SQLite<br/>email_agent_data")]
UI --> GMAIL["Gmail<br/>IMAP :993 / SMTP :587 (IPv4)"]
UI --> JEV["JEV / TypeSafe<br/>classify"]
UI --> OMNI["OmniRoute :20129<br/>draft reply"]
UI --> APPRISE["Apprise :8210<br/>summary email"]
HUB["Central AI Hub :8788"] --> API["Hub API<br/>/capabilities /ask /notify"]
API --> DB
N8N["n8n schedule"] --> JOBS["CLI jobs<br/>-fetch -classify -summary-send"]
JOBS --> DB
```
Sources: [`docs/email-agent-architecture.mmd`](docs/email-agent-architecture.mmd)
and [`docs/email-agent-map.html`](docs/email-agent-map.html). Interactive map:
<https://maps.lab.audasmedia.com.au/email_agent/docs/>.
## Status ## Status
**Phase 7 — Summary and Hub; retention.** The Go skeleton, session login, **Complete and deployed.** All eight AGENTS.md §11 phases are done. The Go
and HTMX dashboard (Phase 1), real mail over **IMAP with an app password, skeleton, session login, and HTMX dashboard (Phase 1), real mail over **IMAP with
forced to IPv4** (Phase 2), **JEV classification** (Phase 3), **bulk triage an app password, forced to IPv4** (Phase 2), **JEV classification** (Phase 3),
actions** (Phase 4), **reply drafts** (Phase 5), and now **unsubscribe **bulk triage actions** (Phase 4), **reply drafts** (Phase 5), **unsubscribe
detection and the rules editor** (Phase 6). Open a message to read it, draft a detection and the rules editor** (Phase 6), and the **daily summary by email plus
reply with the LLM through **OmniRoute** from a template, edit it, and send it the read-only Hub API** (Phase 7) run on `.13` behind Caddy. Phase 8 documents
over Gmail SMTP (IPv4 + STARTTLS). A reply is sent **as the address the mail the project across Gitea, Obsidian, Outline, Vikunja, and the architecture map.
arrived at** (`X-Pm-Original-To`, FR-15) and returns to the original sender; the
reply sets `In-Reply-To`/`References` so Gmail keeps the thread, and the Open a message to read it, draft a reply with the LLM through **OmniRoute** from
original is filed under its `Replied-to/<address>` label. Sending is a a template, edit it, and send it over Gmail SMTP (IPv4 + STARTTLS). A reply is
deliberate UI action with a confirmation — there is no auto-send (§10). The sent **as the address the mail arrived at** (`X-Pm-Original-To`, FR-15) and
**rules editor** (`/rules`) saves and versions the plain-text rules that JEV and returns to the original sender; the reply sets `In-Reply-To`/`References` so
the reply model read. **Unsubscribe detection** (`/unsubscribe`) finds RFC Gmail keeps the thread, and the original is filed under its
2369/8058 links and body links, keeps a domain ignore list, and records what Sam `Replied-to/<address>` label. Sending is a deliberate UI action with a
marks — it **never follows a link**. Every action, including drafts, sends, confirmation — there is no auto-send (§10). The **rules editor** (`/rules`)
rules edits, and unsubscribe marks, is appended to `actions_log` (FR-13). saves and versions the plain-text rules that JEV and the reply model read.
**Phase 7** adds the daily **summary** (`-summary`, `-summary-send`; delivered **Unsubscribe detection** (`/unsubscribe`) finds RFC 2369/8058 links and body
by email through Apprise) and the read-only **Hub API** (`/capabilities`, links, keeps a domain ignore list, and records what Sam marks — it **never
`/ask`, `/notify`). **Retention** (AGENTS.md §7) is enforced by the bounded follows a link**. Every action, including drafts, sends, rules edits, and
`-retain` job: it clears message bodies older than one month, keeps metadata, unsubscribe marks, is appended to `actions_log` (FR-13). **Phase 7** adds the
and caps the append-only `actions_log`; see daily **summary** (`-summary`, `-summary-send`; delivered by email through
[`docs/retention.md`](docs/retention.md). See Apprise) and the read-only **Hub API** (`/capabilities`, `/ask`, `/notify`).
[`docs/phase7-summary-hub.md`](docs/phase7-summary-hub.md) for Phase 7, **Retention** (AGENTS.md §7) is enforced by the bounded `-retain` job: it clears
[`docs/phase6-unsubscribe.md`](docs/phase6-unsubscribe.md) for the phase evidence, message bodies older than one month, keeps metadata, and caps the append-only
[`docs/phase5-replies.md`](docs/phase5-replies.md) for Phase 5, and `actions_log`; see [`docs/retention.md`](docs/retention.md). Phase evidence:
[`docs/phase4-triage.md`](docs/phase4-triage.md) for Phase 4. [`docs/phase7-summary-hub.md`](docs/phase7-summary-hub.md),
[`docs/phase6-unsubscribe.md`](docs/phase6-unsubscribe.md),
[`docs/phase5-replies.md`](docs/phase5-replies.md),
[`docs/phase4-triage.md`](docs/phase4-triage.md), and
[`docs/phase8-documentation.md`](docs/phase8-documentation.md).
## Layout ## Layout
@@ -52,6 +77,10 @@ internal/unsubscribe/ RFC 2369/8058 + body unsubscribe-link detection (no netw
internal/version/ build metadata (set via -ldflags) internal/version/ build metadata (set via -ldflags)
web/static/ embedded design tokens, Inter fonts, htmx, app.css web/static/ embedded design tokens, Inter fonts, htmx, app.css
web/templates/ embedded server-rendered HTML web/templates/ embedded server-rendered HTML
docs/ phase evidence, retention, AI context, map, diagrams
docs/outline/ AI-context documents (system, config, code, runbook)
docs/archify/ Archify JSON spec for the architecture map
docs/diagrams/ rendered Mermaid PNG
Dockerfile multi-stage, CGO-free build Dockerfile multi-stage, CGO-free build
docker-compose.yml this project's own container and image docker-compose.yml this project's own container and image
``` ```
@@ -280,6 +309,12 @@ Caddy on `.35` proxies `mail.lab.audasmedia.com.au` to this port.
| `POST` | `/unsubscribe/ignore` | session + CSRF | Adds a domain to the ignore list | | `POST` | `/unsubscribe/ignore` | session + CSRF | Adds a domain to the ignore list |
| `POST` | `/unsubscribe/unignore` | session + CSRF | Removes a domain record | | `POST` | `/unsubscribe/unignore` | session + CSRF | Removes a domain record |
| `POST` | `/unsubscribe/mark` | session + CSRF + confirm | Records a domain for unsubscribe; never contacts the link | | `POST` | `/unsubscribe/mark` | session + CSRF + confirm | Records a domain for unsubscribe; never contacts the link |
| `GET` | `/reports` | session | Reports screen: build, send, and delete a daily summary (FR-10) |
| `POST` | `/reports/generate` | session + CSRF | Builds and stores today's summary; sends nothing |
| `POST` | `/reports/send` | session + CSRF + confirm | Delivers today's summary by email via Apprise |
| `POST` | `/reports/delete` | session + CSRF | Deletes a stored summary |
| `GET` | `/capabilities` | Hub bearer | Hub capability list (FR-12) |
| `POST` | `/ask` | Hub bearer | Read-only short answer (FR-12); never writes |
| `GET` | `/static/…` | public | Embedded `tokens.css`, `app.css`, Inter fonts, `htmx.min.js` | | `GET` | `/static/…` | public | Embedded `tokens.css`, `app.css`, Inter fonts, `htmx.min.js` |
Unauthenticated requests to `/` and `/partials/…` redirect to `/login?next=…`. Unauthenticated requests to `/` and `/partials/…` redirect to `/login?next=…`.
@@ -300,3 +335,24 @@ folders; migration v5 adds `messages.message_id_header` (reply threading) and
`drafts.sent_at`; migration v6 adds `messages.list_unsubscribe` and `drafts.sent_at`; migration v6 adds `messages.list_unsubscribe` and
`messages.list_unsubscribe_post` and extends `unsubscribe` with `url` and `messages.list_unsubscribe_post` and extends `unsubscribe` with `url` and
`updated_at`. `updated_at`.
## Documentation
Phase 8 recorded the project in five places.
| Surface | Location |
|---|---|
| Gitea | This README, `docs/phaseN-*.md`, `docs/outline/`, `docs/email-agent-architecture.mmd`, `docs/email-agent-map.html` |
| Obsidian | Note `Email Agent — Family Inbox Triage` in `010 inbox` on `.27` (the sorter files it) |
| Outline | Collection `Email Agent` (`00-index`, system overview, config, code map, runbook) |
| Vikunja | Project `Email Agent` (human milestones) |
| Map | `central_ai_llm_master/docs/hub-architecture-map.html` and this repo's map, published to <https://maps.lab.audasmedia.com.au/email_agent/docs/> |
Rebuild the map:
```sh
mmdc -i docs/email-agent-architecture.mmd -o docs/diagrams/email-agent-architecture.png --scale 2 -b white
~/.agents/skills/project-docs/scripts/publish-maps.sh /home/sam/paseo/projects/email_agent
```
See [`docs/phase8-documentation.md`](docs/phase8-documentation.md) for the evidence.

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{
"schema_version": 1,
"diagram_type": "architecture",
"meta": {
"title": "Email Agent — One-Page Family Inbox Triage",
"output": "docs/email-agent-map.html",
"quality_profile": "showcase",
"viewBox": [1780, 1000],
"views": [
{
"id": "triage-loop",
"label": "Triage loop",
"focus": ["sam", "caddy", "ui", "gmail", "db"],
"note": "Sam opens one page. The app reads Gmail and stores every message."
},
{
"id": "classify-reply",
"label": "Classify and reply",
"focus": ["ui", "jev", "omni", "gmail"],
"note": "JEV labels each message. OmniRoute drafts the reply. SMTP sends it."
},
{
"id": "hub-summary",
"label": "Hub and summary",
"focus": ["hub", "api", "db", "jobs", "apprise", "n8n"],
"note": "The Hub asks read-only questions. CLI jobs send the daily summary."
}
]
},
"components": [
{ "id": "sam", "type": "frontend", "label": "Sam", "sublabel": "phone or desktop browser", "pos": [60, 460], "size": [150, 64] },
{ "id": "caddy", "type": "security", "label": "Caddy on .35", "sublabel": "mail.lab.audasmedia.com.au", "pos": [330, 460], "size": [170, 64] },
{ "id": "ui", "type": "frontend", "label": "HTMX dashboard", "sublabel": "login, inbox, rules, reports", "pos": [640, 440], "size": [200, 80], "tag": "port 8790" },
{ "id": "db", "type": "database", "label": "SQLite", "sublabel": "email_agent_data volume", "pos": [1300, 460], "size": [180, 80] },
{ "id": "api", "type": "backend", "label": "Hub API", "sublabel": "/capabilities /ask /notify", "pos": [1300, 120], "size": [180, 64], "tag": "read-only /ask" },
{ "id": "hub", "type": "backend", "label": "Central AI Hub", "sublabel": "hear-route-answer :8788", "pos": [980, 120], "size": [180, 64] },
{ "id": "jobs", "type": "backend", "label": "CLI jobs", "sublabel": "-fetch -classify -summary-send", "pos": [1300, 800], "size": [180, 64] },
{ "id": "n8n", "type": "external", "label": "n8n schedule", "sublabel": "scan and summary runs", "pos": [1580, 800], "size": [170, 64] },
{ "id": "apprise", "type": "backend", "label": "Apprise", "sublabel": "summary email :8210", "pos": [1000, 800], "size": [170, 64] },
{ "id": "gmail", "type": "cloud", "label": "Gmail", "sublabel": "IMAP :993 / SMTP :587, IPv4", "pos": [240, 800], "size": [180, 64] },
{ "id": "jev", "type": "cloud", "label": "JEV", "sublabel": "TypeSafe System One", "pos": [500, 800], "size": [170, 64] },
{ "id": "omni", "type": "cloud", "label": "OmniRoute", "sublabel": "reply drafts :20129", "pos": [760, 800], "size": [170, 64] }
],
"connections": [
{ "id": "browser", "from": "sam", "to": "caddy", "label": "HTTPS" },
{ "id": "proxy", "from": "caddy", "to": "ui", "label": "reverse proxy" },
{ "id": "store", "from": "ui", "to": "db", "label": "store mail, triage, rules" },
{ "id": "mail", "from": "ui", "to": "gmail", "label": "read + send", "fromSide": "bottom", "toSide": "top", "route": "orthogonal-v" },
{ "id": "classify", "from": "ui", "to": "jev", "label": "classify", "fromSide": "bottom", "toSide": "top", "route": "orthogonal-v" },
{ "id": "draft", "from": "ui", "to": "omni", "label": "draft reply", "fromSide": "bottom", "toSide": "top", "route": "orthogonal-v" },
{ "id": "summary", "from": "ui", "to": "apprise", "label": "send summary", "fromSide": "bottom", "toSide": "top", "route": "orthogonal-v" },
{ "id": "ask", "from": "hub", "to": "api", "label": "Bearer token" },
{ "id": "read", "from": "api", "to": "db", "label": "read only", "labelAt": [1390, 340] },
{ "id": "schedule", "from": "n8n", "to": "jobs", "label": "schedule" },
{ "id": "run", "from": "jobs", "to": "db", "label": "fetch + classify" },
{ "id": "jobs-summary", "from": "jobs", "to": "apprise", "label": "daily email", "labelAt": [1240, 878] }
]
}

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flowchart LR
SAM["Sam<br/>phone or desktop browser"]
CADDY["Caddy on .35<br/>mail.lab.audasmedia.com.au"]
subgraph APP["Email Agent container on .13 (port 8790)"]
UI["HTMX dashboard<br/>login, inbox, rules, reports"]
API["Hub API<br/>/capabilities /ask /notify"]
JOBS["CLI jobs<br/>-fetch -classify -summary-send"]
DB[("SQLite<br/>email_agent_data volume")]
end
subgraph HOUSE["House services"]
HUB["Central AI Hub :8788"]
APPRISE["Apprise :8210<br/>summary email"]
end
N8N["n8n schedule"]
subgraph CLOUD["External providers"]
GMAIL["Gmail IMAP :993 / SMTP :587<br/>IPv4 only, app password"]
JEV["JEV / TypeSafe System One<br/>classification"]
OMNI["OmniRoute :20129<br/>reply drafts"]
end
SAM --> CADDY --> UI
UI --> DB
UI --> GMAIL
UI --> JEV
UI --> OMNI
UI --> APPRISE
HUB --> API
API --> DB
N8N --> JOBS
JOBS --> DB
JOBS --> GMAIL
JOBS --> APPRISE
API -. notify .-> HUB
click CADDY "https://maps.lab.audasmedia.com.au/email_agent/docs/" "View Archify Map"
click UI "https://maps.lab.audasmedia.com.au/email_agent/docs/" "View Archify Map"
click DB "https://maps.lab.audasmedia.com.au/email_agent/docs/" "View Archify Map"

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# Email Agent — AI Document Index
> **Target**: AI agents.
> **Writing style**: ASD-STE100 Simplified Technical English.
## Document catalog
Read this index. Inject the exact document you need. Do not search all files.
| Document | Path | Scope |
| :--- | :--- | :--- |
| **System Overview** | `docs/outline/01-system-overview.md` | Purpose, architecture, services, phase status. |
| **Configuration and Environment** | `docs/outline/02-config-and-env.md` | Environment variables, config paths, ports, secrets. |
| **Code Map** | `docs/outline/03-code-map.md` | Folder structure, entry points, dependencies, schema. |
| **Agent Runbook** | `docs/outline/04-agent-runbook.md` | Commands to test, deploy, restart, and roll back. |
The build spec is `AGENTS.md`. The phase evidence files are `docs/phaseN-*.md`.
The interactive map is `docs/email-agent-map.html`.
## System summary
The Email Agent triages the family inbox. All mail lands in one Gmail account.
Sam opens one page, clears the inbox in minutes, and sees nothing important
missed. The service reads Gmail over IMAP, classifies each message with JEV,
recommends an action, applies bulk actions, drafts replies, and answers the Hub.
## Core configuration
- **Secrets file**: `~/.config/environment.d/10-secrets.conf` (mode 600).
- **Project directory**: `/home/sam/paseo/projects/email_agent/`.
- **Live host**: `.13`, one container, own image.
- **Live port**: `8790`. Public URL: `https://mail.lab.audasmedia.com.au`.
- **Database**: SQLite at `/data/email_agent.db` on the `email_agent_data` volume.
## Agent restart steps
1. Read the catalog above. Inject only the documents you need.
2. Check git status: `git status`.
3. Check recent commits: `git log -n 5 --oneline`.
4. Run the Go tests in a container:
```sh
timeout 600 docker run --rm -v "$PWD":/src -w /src golang:1.25-alpine go test ./...
```

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# Email Agent — System Overview
## Purpose
The Email Agent triages the family inbox. All mail lands in one Gmail account
(`samuelrolfe@gmail.com`). PurelyMail forwards every domain address there.
Sam opens one page. He clears the inbox in a few minutes. He knows that nothing
important was missed.
The build spec is `AGENTS.md`. The outcome statement is in `AGENTS.md` section 1.
## Architecture
```
Sam (phone or desktop browser)
-> Caddy on .35 (mail.lab.audasmedia.com.au)
-> Email Agent container on .13 :8790
|- HTMX dashboard (Go, server-rendered HTML)
|- SQLite (/data/email_agent.db, own volume)
|- IMAP read -> imap.gmail.com:993 (IPv4 only)
|- SMTP send -> smtp.gmail.com:587 (IPv4 only, STARTTLS)
|- JEV -> https://api.typesafe.ai (classification)
|- OmniRoute -> http://192.168.20.13:20129/v1 (reply drafts)
|- Apprise -> http://192.168.20.35:8210 (daily summary email)
\- Hub API -> read-only /ask, /capabilities, /notify
Hub on .13 :8788 asks this service with a shared bearer token.
n8n runs the CLI jobs (-fetch, -classify, -summary-send) on a schedule.
```
## Services and connections
| Service | Host | Address | Role |
| :--- | :--- | :--- | :--- |
| `email-agent` | `.13` | `:8790` | Web app, API, and CLI jobs. |
| Caddy | `.35` | `:443` | TLS reverse proxy for `mail.lab.audasmedia.com.au`. |
| Gmail IMAP | cloud | `imap.gmail.com:993` | Read mail. Force IPv4. |
| Gmail SMTP | cloud | `smtp.gmail.com:587` | Send replies. Force IPv4. |
| JEV | cloud | `api.typesafe.ai` | Classify each message. |
| OmniRoute | `.13` | `:20129` | Draft reply replies. Not JEV. |
| Apprise | `.35` | `:8210` | Deliver the daily summary by email. |
| Central AI Hub | `.13` | `:8788` | Ask questions. Read-only. |
| n8n | `.13` | — | Trigger the CLI jobs. |
## Functional requirements in use
| ID | Requirement | Where |
| :--- | :--- | :--- |
| FR-1 | Fetch mail with the Gmail path on a schedule. | `-fetch`, `/actions/fetch` |
| FR-2 | Record the source address from `X-Pm-Original-To`. | `internal/mailfetch` |
| FR-3 | Classify with JEV: category, importance, action, confidence. | `internal/classify` |
| FR-4 | Apply user rules over the classification. | `internal/classify/rules.go` |
| FR-5 | Show a triage list grouped by category. | `internal/server/inbox.go` |
| FR-6 | Bulk delete, move, and mark. | `internal/server/actions.go` |
| FR-7 | Detect unsubscribe links. Keep an ignore list. | `internal/unsubscribe` |
| FR-8 | Draft a reply with the LLM. Edit, then send. | `internal/reply`, `internal/mailops` |
| FR-9 | Move mail to Gmail labels. Deletes are recoverable. | `internal/mailops` |
| FR-10 | Build a daily summary and send it by email. | `internal/summary`, `internal/apprise` |
| FR-11 | Edit rules as plain text. Save and version. | `/rules`, `internal/server/rules.go` |
| FR-12 | Expose `GET /capabilities`, `POST /ask`, `POST /notify`. | `internal/hub` |
| FR-13 | Log every action. | `internal/store` `actions_log` |
| FR-14 | Edit the category list in the UI. | `/categories` |
| FR-15 | Send as the address the mail arrived at. | `internal/reply`, FR-2 value |
## Build phase status
Phases 1 to 7 are complete and deployed. Phase 8 documents the project.
| Phase | Scope | State |
| :--- | :--- | :--- |
| 1 | Go skeleton, SQLite, session login, Docker, Caddy. | Done. |
| 2 | Gmail IMAP read, FR-2 source address. | Done. |
| 3 | JEV classification, rules table, editable categories. | Done. |
| 4 | Triage actions: delete, move, mark, bulk select. | Done. |
| 5 | Reply drafts, edit, send. | Done. |
| 6 | Unsubscribe detection and the rules editor. | Done. |
| 7 | Daily summary by email and the read-only Hub API. | Done. |
| 8 | Documentation across Gitea, Obsidian, Outline, Vikunja, and the map. | Done. |
## Key rules
- Force IPv4 for every Gmail connection. IPv6 to Gmail failed from `.13`.
- The source address header is `X-Pm-Original-To`. Never use `Delivered-To`.
- `/ask` is read-only. It never changes state.
- Spam is recommended, never auto-deleted.
- Deletes are recoverable. The app uses a Delete label.
- Sending a reply needs Sam's action in the UI. No auto-send.
- Every action is logged.
- Message bodies are kept for one month. The `-retain` job clears older bodies
and caps `actions_log`. Metadata stays.
## Related documents
- `AGENTS.md` — the build spec and the phase plan.
- `README.md` — the technical repository README.
- `docs/phase7-summary-hub.md` — the Phase 7 evidence.
- `docs/outline/` — these AI-context documents.
- `docs/email-agent-map.html` — the interactive architecture map.

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# Email Agent — Configuration and Environment
## Secrets
All secrets live in `~/.config/environment.d/10-secrets.conf` on `.13` (mode
600). The file is never committed. `docker-compose.yml` passes the names through
from the host environment.
| Key | Purpose |
| :--- | :--- |
| `GMAIL_USER` | Gmail account that receives the forwarded mail. |
| `GMAIL_APP_PASSWORD` | Gmail app password for IMAP and SMTP. No OAuth. |
| `EMAIL_AGENT_SESSION_SECRET` | Session cookie signing key. |
| `EMAIL_AGENT_PASSWORD` | Login password for Sam. |
| `JEV_API_KEY` | JEV (TypeSafe System One) API key. |
| `OMNIROUTE_API_KEY` | OmniRoute API key for reply drafts. |
| `HUB_TOKEN` | Shared bearer token for the Hub API. |
| `APPRISE_URLS` | Apprise destination for the summary email. |
| `EMAIL_AGENT_SUMMARY_TO` | Summary recipient. |
`environment.d` reaches the systemd user manager. It does not reach a fresh SSH
shell. Read the values explicitly, or pass them to `docker compose`.
## Runtime variables
| Variable | Default | Meaning |
| :--- | :--- | :--- |
| `EMAIL_AGENT_ENV` | `development` | `development`, `production`, or `test`. |
| `EMAIL_AGENT_ADDR` | `:8790` | Listen address. |
| `EMAIL_AGENT_PORT` | `8790` | Listen port when `ADDR` is unset. |
| `EMAIL_AGENT_DB_PATH` | `data/email_agent.db` | SQLite file. Container uses `/data/email_agent.db`. |
| `EMAIL_AGENT_LOG_LEVEL` | `info` | `debug`, `info`, `warn`, `error`. |
| `EMAIL_AGENT_PUBLIC_BASE_URL` | — | Public URL for links. |
## Gmail variables
| Variable | Default | Meaning |
| :--- | :--- | :--- |
| `EMAIL_AGENT_IMAP_HOST` | `imap.gmail.com` | IMAP host. |
| `EMAIL_AGENT_IMAP_PORT` | `993` | IMAP port. Implicit TLS. |
| `EMAIL_AGENT_IMAP_LOOKBACK_DAYS` | `14` | First-scan window. |
| `EMAIL_AGENT_IMAP_MAX_MESSAGES` | `100` | Per-scan message cap. |
| `EMAIL_AGENT_SMTP_HOST` | `smtp.gmail.com` | SMTP submission host. |
| `EMAIL_AGENT_SMTP_PORT` | `587` | SMTP port. STARTTLS. |
The dialer uses `tcp4`. Gmail is reached over IPv4 only.
## Model and integration variables
| Variable | Default | Meaning |
| :--- | :--- | :--- |
| `JEV_BASE_URL` | `https://api.typesafe.ai` | JEV base URL. |
| `JEV_MODEL` | `jev-latest` | System One model alias. |
| `EMAIL_AGENT_CLASSIFY_CONCURRENCY` | `4` | In-flight JEV requests. |
| `EMAIL_AGENT_CLASSIFY_MAX_MESSAGES` | `200` | Messages per classify run. |
| `OMNIROUTE_BASE_URL` | `http://192.168.20.13:20129/v1` | OmniRoute gateway. |
| `OMNIROUTE_MODEL` | `auto/best-chat` | Reply-draft model. |
| `HUB_BASE_URL` | `http://192.168.20.13:8788` | Hub base URL. |
| `HUB_NOTIFY_TIMEOUT` | `5s` | Notify call timeout. |
| `APPRISE_URL` | `http://192.168.20.35:8210` | Apprise API base. |
| `APPRISE_KEY` | — | Stored Apprise configuration key. |
| `EMAIL_AGENT_SUMMARY_TO` | `samuelrolfe@gmail.com` | Summary recipient. |
| `EMAIL_AGENT_RETENTION_DAYS` | `30` | Message-body window for `-retain` (AGENTS.md section 7). |
| `EMAIL_AGENT_ACTIONS_LOG_MAX_ROWS` | `50000` | Cap for the append-only `actions_log`. |
## Config paths
| Path | Role |
| :--- | :--- |
| `/home/sam/paseo/projects/email_agent/` | Project source and docs. |
| `/home/sam/paseo/projects/email_agent/docker-compose.yml` | Own container and image. |
| `/home/sam/paseo/projects/email_agent/.env.example` | Full list of variable names. |
| `/data/email_agent.db` | SQLite file in the container. |
| `email_agent_data` | Docker named volume for the database. |
## Ports
| Port | Host | Service |
| :--- | :--- | :--- |
| `8790` | `.13` | Email Agent HTTP. |
| `443` | `.35` | Caddy TLS for `mail.lab.audasmedia.com.au`. |
| `993` | cloud | Gmail IMAP to Gmail. |
| `587` | cloud | Gmail SMTP to Gmail. |
| `8788` | `.13` | Central AI Hub. This service both serves and calls it. |
| `8210` | `.35` | Apprise API. |
| `20129` | `.13` | OmniRoute gateway. |

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# Email Agent — Code Map
## Folder structure
```
email_agent/
├── AGENTS.md Build spec (phases 1-8, requirements, rules).
├── README.md Technical repository README.
├── cmd/email-agent/
│ └── main.go Entry point. HTTP server and every CLI flag.
├── internal/
│ ├── apprise/ Apprise API client for the daily summary email.
│ ├── classify/ JEV client, rule engine, classification orchestration.
│ ├── config/ Environment-driven configuration.
│ ├── hub/ Hub contract: capabilities, /ask answerer, notify.
│ ├── mailfetch/ Stdlib-only IMAP client, MIME parse, FR-2 source address.
│ ├── mailops/ Gmail label moves, flag changes, and SMTP sending.
│ ├── reply/ OmniRoute LLM drafts and reply templates.
│ ├── server/ HTTP routes, auth middleware, HTMX handlers.
│ ├── session/ Server-side session store and signed cookie values.
│ ├── store/ SQLite open, schema, migrations, all queries.
│ ├── summary/ Deterministic daily-summary builder.
│ ├── unsubscribe/ RFC 2369/8058 and body unsubscribe-link detection.
│ └── version/ Build metadata (-ldflags).
├── web/
│ ├── embed.go Embeds the static and template files.
│ ├── static/ tokens.css, app.css, Inter fonts, htmx.min.js.
│ └── templates/ login, dashboard, inbox, message, categories, rules,
│ unsubscribe, reports.
├── docs/ Phase evidence, AI context, map, diagrams.
├── Dockerfile Multi-stage, CGO-free build.
├── docker-compose.yml Own container, image, port, and volume.
└── Makefile Build, test, and run targets.
```
## Entry points
| Entry point | Language | Role |
| :--- | :--- | :--- |
| `cmd/email-agent/main.go` | Go | Service and CLI. |
| `internal/server/server.go` | Go | HTTP router and middleware. |
| `internal/store/schema.sql` | SQL | The AGENTS.md section 7 tables. |
## CLI flags
| Flag | Effect |
| :--- | :--- |
| `-version` | Print version, commit, and build time. |
| `-healthcheck` | Probe the local `/health` endpoint and exit. |
| `-fetch` | Run one Gmail IMAP scan and exit (FR-1). |
| `-classify` | Classify pending messages with JEV and exit. |
| `-classify-all` | Re-classify every stored message. |
| `-check-smtp` | Verify SMTP IPv4, STARTTLS, and login. Sends no mail. |
| `-check-thread <id>` | Confirm a stored thread has a sent reply. Read-only. |
| `-summary` | Build today's summary, store it, and print it. Sends nothing. |
| `-summary-send` | Build the summary and deliver it by email via Apprise. |
| `-notify` | Send one notification to the Hub (`POST /notify`). |
| `-retain` | Clear old message bodies and cap `actions_log` (AGENTS.md section 7). |
## HTTP routes
| Method | Path | Auth | Purpose |
| :--- | :--- | :--- | :--- |
| `GET` | `/health` | public | Liveness and database check. |
| `GET` | `/readyz` | public | Readiness. |
| `GET` | `/login` | public | Sign-in form. |
| `POST` | `/login` | public | CSRF-checked sign-in. |
| `POST` | `/logout` | session | End the session. |
| `GET` | `/` | session | Dashboard. |
| `GET` | `/partials/inbox` | session | HTMX inbox fragment. |
| `POST` | `/actions/fetch` | session + CSRF | One IMAP scan. |
| `POST` | `/actions/classify` | session + CSRF | Classify pending messages. |
| `POST` | `/actions/reclassify` | session + CSRF | Re-classify every message. |
| `POST` | `/actions/bulk` | session + CSRF | Bulk delete, move, mark, restore. |
| `GET` | `/partials/message` | session | Message detail fragment. |
| `POST` | `/actions/draft` | session + CSRF | Generate and store a reply draft. |
| `POST` | `/actions/draft/save` | session + CSRF | Save draft edits. |
| `POST` | `/actions/send` | session + CSRF + confirm | Send a reply over SMTP. |
| `GET` | `/categories` | session | Category editor (FR-14). |
| `POST` | `/categories/add` | session + CSRF | Add a category. |
| `POST` | `/categories/rename` | session + CSRF | Rename and cascade. |
| `POST` | `/categories/remove` | session + CSRF | Remove and reassign. |
| `GET` | `/rules` | session | Rules editor (FR-11). |
| `POST` | `/rules/save` | session + CSRF | Save a new rules version. |
| `POST` | `/rules/restore` | session + CSRF | Restore an older version. |
| `POST` | `/rules/reclassify` | session + CSRF | Re-classify with current rules. |
| `GET` | `/unsubscribe` | session | Unsubscribe links and ignore list (FR-7). |
| `POST` | `/unsubscribe/ignore` | session + CSRF | Add a domain to the ignore list. |
| `POST` | `/unsubscribe/unignore` | session + CSRF | Remove a domain record. |
| `POST` | `/unsubscribe/mark` | session + CSRF + confirm | Record a domain. No link is followed. |
| `GET` | `/reports` | session | Daily summary and delete-report. |
| `GET` | `/capabilities` | Hub bearer | Hub capability list (FR-12). |
| `POST` | `/ask` | Hub bearer | Read-only short answer. |
| `GET` | `/static/...` | public | Embedded CSS, fonts, htmx. |
## Data model
SQLite. The schema is in `internal/store/schema.sql`. Migrations run at start
and are recorded in `schema_migrations`.
| Table | Holds |
| :--- | :--- |
| `messages` | Gmail id, thread id, headers, from, to, subject, body, source address. |
| `classifications` | Category, importance, action, confidence, model. |
| `categories` | The editable category list (FR-14). |
| `rules` | Plain-text rules, versioned (FR-11). |
| `actions_log` | Append-only action log (FR-13). Capped by `-retain`. |
| `unsubscribe` | Detected domains, status, and ignore list (FR-7). |
| `drafts` | Reply draft body, template, and sent state (FR-8). |
| `summaries` | Daily summary text and delivery target (FR-10). |
Migrations: v2 adds IMAP UID fields. v3 seeds the first categories and rules.
v4 adds `folder` and `mailbox`. v5 adds `message_id_header` and `drafts.sent_at`.
v6 adds `list_unsubscribe` fields and `unsubscribe.url`.
## Key modules
| Module | Role |
| :--- | :--- |
| `internal/mailfetch/imap.go` | Minimal IMAP client. Forces `tcp4`. |
| `internal/mailfetch/message.go` | MIME parse and the FR-2 source address. |
| `internal/mailfetch/imap_write.go` | IMAP MOVE, COPY, and flag changes. |
| `internal/classify/jev.go` | JEV `/v1/systemone` client. Three Choice questions. |
| `internal/classify/rules.go` | Rule parse and first-match-wins engine (FR-4). |
| `internal/mailops/mailops.go` | App folder to Gmail label mapping. |
| `internal/mailops/smtp.go` | SMTP send with IPv4 and STARTTLS. |
| `internal/reply/draft.go` | Reply prompt and OmniRoute call. |
| `internal/reply/templates.go` | Built-in reply templates. |
| `internal/store/retention.go` | Body clearing and `actions_log` cap. |
| `internal/hub/ask.go` | Deterministic, read-only answerer. |
## Tests
All Go tests run in a container:
```sh
timeout 600 docker run --rm -v "$PWD":/src -w /src golang:1.25-alpine go test ./...
```
| Package | Coverage |
| :--- | :--- |
| `internal/classify` | JEV client, rule engine, orchestration. |
| `internal/hub` | Answer intents, auth, read-only proof, notify. |
| `internal/mailfetch` | IMAP parse, MIME, FR-2, write ops. |
| `internal/mailops` | Label mapping, SMTP. |
| `internal/reply` | Draft prompts and templates. |
| `internal/server` | Auth, routes, CSRF, handlers. |
| `internal/store` | Schema, retention, triage, categories, summaries. |
| `internal/summary` | Counts, ordering, text. |
| `internal/unsubscribe` | Link detection. |
| `internal/apprise`, `internal/config`, `internal/session` | Client and config. |
## Dependencies
Go 1.25. The only database driver is `modernc.org/sqlite` (pure Go, no CGO).
The mail path uses the Go standard library plus a minimal IMAP client. The UI
uses vendored HTMX and the Family Home Lab `tokens.css`. No JavaScript build
step.

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# Email Agent — Agent Runbook
## Before you start
1. Read `00-index.md`. Inject only the documents you need.
2. Read `AGENTS.md` section 11 (build order) and section 10 (rules).
3. Check git status and the last commits.
```sh
cd /home/sam/paseo/projects/email_agent
git status
git log -n 5 --oneline
```
## Run the tests
Run the Go tests in a container. The image has the toolchain.
```sh
timeout 600 docker run --rm -v "$PWD":/src -w /src golang:1.25-alpine go test ./...
timeout 600 docker run --rm -v "$PWD":/src -w /src golang:1.25-alpine go vet ./...
```
Expected: `go test ./...` is green and `go vet ./...` is silent.
## Run locally
```sh
go run ./cmd/email-agent
curl -s localhost:8790/health
```
The health reply is JSON: `{"status":"ok","database":"ok", ...}`.
## Build and deploy on .13
Load the host secrets, then build and start the container.
```sh
set -a; . ~/.config/environment.d/10-secrets.conf; set +a
cd /home/sam/paseo/projects/email_agent
EMAIL_AGENT_VERSION=phase8 EMAIL_AGENT_COMMIT=$(git rev-parse --short HEAD) docker compose build
docker compose up -d
```
Check the result:
```sh
docker ps --filter name=email-agent
curl -s https://mail.lab.audasmedia.com.au/health
```
## Check the live service
```sh
curl -s http://127.0.0.1:8790/health
curl -s http://127.0.0.1:8790/readyz
timeout 10 docker exec email-agent email-agent -version
timeout 10 docker exec email-agent email-agent -check-smtp
```
`-check-smtp` verifies IPv4, STARTTLS, and login. It sends no mail.
## Trigger the jobs
The jobs also run from the dashboard buttons. The CLI runs them without the UI.
```sh
timeout 60 docker exec email-agent email-agent -fetch
timeout 120 docker exec email-agent email-agent -classify
timeout 60 docker exec email-agent email-agent -summary
```
`-summary-send` sends a real email. Get Sam's approval first. `-retain` clears
old bodies and caps the log.
## The Hub API
`HUB_TOKEN` protects `/capabilities` and `/ask`. `email_agent` is registered
with the running Hub.
```sh
set -a; . ~/.config/environment.d/10-secrets.conf; set +a
curl -s -H "Authorization: Bearer $HUB_TOKEN" http://127.0.0.1:8790/capabilities
curl -s -H "Authorization: Bearer $HUB_TOKEN" -H 'Content-Type: application/json' \
-d '{"question":"anything important in my inbox?","asker":"sam"}' \
http://127.0.0.1:8790/ask
```
`/ask` is read-only. It never writes to the database.
## Restart
```sh
docker compose restart email-agent
docker logs --tail 50 email-agent
```
## Roll back
1. `git revert <commit> && docker compose up -d --build`.
2. The database is on the `email_agent_data` volume. It is not changed by a code
revert. A schema migration is forward-only; restore a database copy to go
back a schema version.
3. To disable the Hub API, remove `HUB_TOKEN` from the host secrets and restart.
## Rebuild the documentation
```sh
cd /home/sam/paseo/projects/email_agent
mmdc -i docs/email-agent-architecture.mmd -o docs/diagrams/email-agent-architecture.png --scale 2 -b white
cd /home/sam/.agents/skills/archify
node bin/archify.mjs validate architecture /home/sam/paseo/projects/email_agent/docs/archify/email-agent.architecture.json --quality showcase --json
node bin/archify.mjs deliver architecture /home/sam/paseo/projects/email_agent/docs/archify/email-agent.architecture.json /home/sam/paseo/projects/email_agent/docs/email-agent-map.html --quality showcase --json
```
## Publish the map
```sh
~/.agents/skills/project-docs/scripts/publish-maps.sh /home/sam/paseo/projects/email_agent
```
Result: `https://maps.lab.audasmedia.com.au/email_agent/docs/`.
## Documentation surfaces
| Surface | Location |
| :--- | :--- |
| Gitea | `ssh://git@gitea.lab.audasmedia.com.au:2222/sam/email_agent.git` |
| Obsidian | Vault `010 inbox` on `.27` (the sorter files it later). |
| Outline | Collection `Email Agent` on `outline.lab.audasmedia.com.au`. |
| Vikunja | Project `Email Agent` on `vikunja.lab.audasmedia.com.au`. |
| Map | `central_ai_llm_master/docs/hub-architecture-map.html` and this repo's map. |
## Safety rules
- Force IPv4 for every Gmail connection. IPv6 fails from `.13`.
- Never commit a secret.
- Never send a real email as a test. Ask Sam first.
- Never follow a real unsubscribe link. Only mark and record.
- Spam is recommended, never auto-deleted.
- Bound every `docker run` with `timeout` and `--entrypoint sh`. A bare
`docker run` starts the server and hangs.

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# Phase 8 — Documentation
Status: **complete.** Ran the `project-docs` skill (Simplified Technical
English) and updated all five documentation surfaces. Parent
[AUD-68](/AUD/issues/AUD-68). Phase 8 of AGENTS.md §11. Task
[AUD-74](/AUD/issues/AUD-74).
**DoD:** project-docs run; Gitea, Obsidian, Outline, Vikunja, and the map are
updated. — **met.** Evidence for each surface is below.
## 1. Surfaces updated
| Surface | Destination | What changed |
| :--- | :--- | :--- |
| Gitea | `sam/email_agent` (repo) | README refreshed (architecture diagram, Phase 8 status, Phase 7 endpoints, retention vars, documentation index). Added `docs/outline/` (5 AI-context docs), `docs/vikunja-tasks.json`, `docs/email-agent-architecture.mmd`, `docs/diagrams/email-agent-architecture.png`, `docs/archify/email-agent.architecture.json`, `docs/email-agent-map.html`. |
| Obsidian | Vault `010 inbox` on `.27` | New note `Email Agent — Family Inbox Triage.md` (human overview, portfolio highlights, Mermaid, links). The `obsidian-sorter` watcher proposes the final folder. |
| Outline | `outline.lab.audasmedia.com.au` | New collection `Email Agent` (`f096RBNsbV`) with five documents: AI index, system overview, configuration, code map, runbook. |
| Vikunja | `vikunja.lab.audasmedia.com.au` | New project `Email Agent` (id 17) with seven completed human milestones (task ids 179–185). |
| Map | `central_ai_llm_master/docs/` | `hub-architecture.mmd` and the Archify IR now show the Email Agent as a live peer. `hub-architecture-map.html` re-delivered, `diagrams/hub-architecture.png` re-rendered, and `routing.md` marks `email_agent` an active service. |
## 2. Gitea
Repo: `ssh://git@gitea.lab.audasmedia.com.au:2222/sam/email_agent.git`.
- `README.md` — status is now "complete and deployed" for all eight phases. Adds
the Mermaid architecture diagram, the Phase 7 Hub API and Reports endpoints,
the retention variables, and a Documentation section.
- `docs/outline/00-index.md` — the AI document index.
- `docs/outline/01-system-overview.md` — purpose, architecture, FR map, phase
status.
- `docs/outline/02-config-and-env.md` — environment variables, paths, ports.
- `docs/outline/03-code-map.md` — folders, flags, routes, schema, tests.
- `docs/outline/04-agent-runbook.md` — test, deploy, restart, rollback.
- `docs/vikunja-tasks.json` — the Vikunja project id and task ids.
- `docs/email-agent-architecture.mmd` and `docs/diagrams/email-agent-architecture.png`.
- `docs/archify/email-agent.architecture.json` and `docs/email-agent-map.html`.
The Archify map passed the **showcase** profile: 9 of 9 checks, 0 errors,
0 warnings. The Mermaid diagram rendered with `mmdc` (no errors).
## 3. Obsidian
Written over SSH to `.27`:
```
/home/sam/obsidian/010 inbox/Email Agent — Family Inbox Triage.md
```
The note uses the generic inbox template (`type: note`) with `project` and
topic tags. It holds a plain-language explanation, the portfolio highlights,
a Mermaid diagram, and links to Gitea, the map, Outline, and Vikunja. No folder
and no note type were chosen; the `obsidian-sorter` watcher proposes both and
Sam approves.
## 4. Outline
Collection `Email Agent`, id `ccb6b59b-2bf6-4946-8dca-5b6da95f768a`, url id
`f096RBNsbV`.
| Document | Id |
| :--- | :--- |
| Email Agent — AI Document Index | `d1025188-6640-4f3d-8e46-41439faed342` |
| Email Agent — System Overview | `cdcdf640-425b-42ad-843c-96d58ead81a2` |
| Email Agent — Configuration and Environment | `1a239b9c-63a4-4a5e-9c12-56626c4d2d07` |
| Email Agent — Code Map | `924617ea-47fd-4ab4-9eef-e2dfc7c3f854` |
| Email Agent — Agent Runbook | `e745a791-1c07-4ad4-bc30-6a4f6119dceb` |
The documents are the same files as `docs/outline/` in the repo. The index
itemizes every document so an AI agent can inject the exact file.
## 5. Vikunja
Project `Email Agent`, id 17.
| Task id | Title | Done |
| :--- | :--- | :--- |
| 179 | Build and deploy phases 1–7 | yes |
| 180 | Deploy on `.13` behind Caddy | yes |
| 181 | Gitea README, Mermaid, Archify, publish maps | yes |
| 182 | Outline collection `Email Agent` | yes |
| 183 | Obsidian note in `010 inbox` | yes |
| 184 | 1-month retention and `actions_log` cap (AUD-75) | yes |
| 185 | Confirm the Gmail send-as identity (FR-15) | yes |
The repo copy is `docs/vikunja-tasks.json`.
## 6. The map
`central_ai_llm_master/docs/` is the Hub's map. The Email Agent now appears as
a live peer:
- `docs/hub-architecture.mmd` — added `EMAIL["Email Agent<br/>inbox triage"]`
and `HUB -- "ask only (query)" --> EMAIL`.
- `docs/archify/hub.architecture.json` — added the `email` component and the
`to-email` relationship; the profile is `standard` (the existing Hub map was
already a standard-quality map — it fails the stricter showcase profile).
- `docs/hub-architecture-map.html` — re-delivered: 9 of 9 checks, 0 errors,
30 warnings.
- `docs/diagrams/hub-architecture.png` — re-rendered from the updated Mermaid.
- `routing.md` — the `email, inbox, mail, message, unread` row is now
`active service`, and `email_agent` is removed from the placeholder table.
The Email Agent's own map is published to
`https://maps.lab.audasmedia.com.au/email_agent/docs/`, and the Hub map to
`https://maps.lab.audasmedia.com.au/central_ai_llm_master/docs/`.
## 7. Commands used
```sh
# Mermaid
mmdc -i docs/email-agent-architecture.mmd -o docs/diagrams/email-agent-architecture.png --scale 2 -b white
# Archify (validate then deliver)
node ~/.agents/skills/archify/bin/archify.mjs validate architecture docs/archify/email-agent.architecture.json --quality showcase --json
node ~/.agents/skills/archify/bin/archify.mjs deliver architecture docs/archify/email-agent.architecture.json docs/email-agent-map.html --quality showcase --json
# Publish to the LAN maps site
~/.agents/skills/project-docs/scripts/publish-maps.sh /home/sam/paseo/projects/email_agent
~/.agents/skills/project-docs/scripts/publish-maps.sh /home/sam/paseo/projects/central_ai_llm_master
```
## 8. Not done / notes
- The Obsidian note is in the inbox. The sorter, not this phase, chooses the
final folder. Sam approves the proposal in Obsidian.
- Vikunja bucket (stage) placement uses the API default views. The tasks carry
their done flags; a human can drag them if a stage is wanted.
- 1-month retention is covered by AUD-75 (commit `e5cce1c`), not by this phase.
- The project-docs role says a note is finished only when its path is named in
the task. This file and the summary comment name each path.
## 9. Commit
Docs commit for this phase: `<pending>`.

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{
"project": "Email Agent",
"vikunja_project_id": 17,
"url": "https://vikunja.lab.audasmedia.com.au",
"description": "Human task overview for the Email Agent. High-level milestones; the engineering detail lives in the Gitea repo and the Outline collection.",
"tasks": [
{ "id": 179, "title": "Build and deploy Email Agent phases 1-7 (Go, HTMX, SQLite, IMAP, JEV, triage, replies, unsubscribe, summary, Hub)", "done": true },
{ "id": 180, "title": "Deploy on .13 behind Caddy at mail.lab.audasmedia.com.au", "done": true },
{ "id": 181, "title": "Gitea sam/email_agent: README, Mermaid diagram, Archify map, publish maps", "done": true },
{ "id": 182, "title": "Outline collection Email Agent with AI context docs", "done": true },
{ "id": 183, "title": "Obsidian note for Email Agent in 010 inbox", "done": true },
{ "id": 184, "title": "1-month message-body retention and actions_log cap (AUD-75)", "done": true },
{ "id": 185, "title": "Confirm the Gmail send-as identity at Phase 5 (FR-15)", "done": true }
]
}