CedarCopilot/cedar-mail

Branch: staging

[2026-08-14] merging staging to main

merged#2480CedarCopilot

CedarCopilot wants to merge 0 commits into main from staging

Live on prod, no production signal yetTimeline and evidence

Opened
Aug 14, 2026, 6:54 AM
Live on prod
Aug 14, 2026, 8:48 AM
Observed 3 days
Aug 14, 2026, 8:48 AM
Pipelines steady after this deploy
Aug 14, 2026, 8:48 AM
Merged
Aug 14, 2026, 8:48 AM
Unobserved
Live on prod, no production signal yet
Aug 17, 2026, 8:26 AM
No findings
Pending

Behaviors Libra is checking

Background jobs behavior from agent-action-queue/subagent-dispatch.ts keeps working in prod.Degradedlow confidence

Strict CloudWatch fallback found 9 recent prod failure log lines for [UpdateExternalCrmWorkflow] Driver update failed (Step updateOpportunityField failed: HTTP 400: [{\), but the same failure had 4 log lines in the comparable pre-deploy baseline. Libra is not blaming this PR.

prod, checked Aug 17, 2026, 8:26 AM

CRM integration behavior from crm/crm-reconcile-deals.ts, crm/deal-metrics.ts, crm/deal-timeline.ts keeps working in prod.Degradedlow confidence

prod, checked Aug 17, 2026, 8:26 AM

AOP context behavior from db/aop-schema.ts keeps working in prod.Inconclusivelow confidence

Strict CloudWatch fallback saw 1,587 success-shaped log lines matching pipeline, analytics, quota, aop, but no tied operation was present, so Libra is not calling this working.

prod, checked Aug 14, 2026, 4:26 PM

Calendar sync behavior from crm/calendar-events.ts keeps working in prod.Inconclusivelow confidence

Strict CloudWatch fallback found 5 recent prod failure log lines for [SCHEDULED] Failed to enrich unenriched calendar event (No valid connection tokens found for user <id>), but the same failure had 16 log lines in the comparable pre-deploy baseline. Libra is not blaming this.

prod, checked Aug 14, 2026, 4:40 PM

Chat workflow behavior from conversation/reconcileDealsWithProviderTool.ts, context-formatting/conversation-context.ts keeps working in prod.Inconclusivelow confidence

Strict CloudWatch fallback saw 20,912 success-shaped log lines matching email, emails, gmail, mail, inbox, but no tied operation was present, so Libra is not calling this working.

prod, checked Aug 14, 2026, 5:40 PM

Pipeline analytics behavior from scripts/aspire-canon-pipeline.sh, agent-defaults/pipeline-review.ts keeps working in prod.Inconclusivelow confidence

Strict CloudWatch fallback saw 1,590 success-shaped log lines matching pipeline, analytics, quota, aop, but no tied operation was present, so Libra is not calling this working.

prod, checked Aug 17, 2026, 1:22 AM

Failures attributed to this change

Customer impact is not proven from the retained evidence. 0 hits · 2 users · no retained trace sample.Introducedmedium confidence

unknown

prod, first seen Aug 14, 2026, 2:41 PM

Customer impact is not proven from the retained evidence. 2 hits · no retained affected-user count · no retained trace sample.Introducedmedium confidence

single_user

prod, first seen Aug 14, 2026, 2:41 PM

Libra has verdicts on 0 of 7 tracked behaviors on prod; 7 are still being checked. Libra has 2 low-confidence degraded verdicts it is still confirming. Libra attributed 2 failures to this change at medium confidence and is still confirming them. Libra checks hourly for 3 days after each deploy.

Greptile Summary

This staging merge adds CRM meeting reconciliation improvements, guarded playbook writes, on-demand subagent execution, notification updates, taxonomy/search behavior, supporting tests, operational scripts, and audit artifacts. One guarded-write rollback path can erase a concurrent valid playbook edit.

Confidence Score: 4/5

The guarded-write concurrency failure should be fixed before merging because a failed verification can erase another writer's valid playbook update.

The new rollback restores an unconditional stale snapshot after verification failure even though the main patch operates on live content, allowing overlapping playbook writes to lose committed content.

Files Needing Attention: apps/server/src/services/playbook/guarded-write.ts

Important Files Changed

Filename	Overview
apps/server/src/services/playbook/guarded-write.ts	Adds guarded write and rollback behavior, but the rollback can overwrite a concurrent edit using a stale snapshot.
apps/server/src/services/crm/calendar-events.ts	Adds time-and-attendee-based calendar matching with user scoping and ambiguity checks.
apps/server/src/services/crm/meeting-events.ts	Adds structured extraction of external meeting speakers while excluding known hosts and coworkers.
apps/server/src/services/playbook/run-single-subagent.ts	Adds isolated execution of one named playbook subagent through the existing automation runtime.
apps/server/src/trpc/routes/admin-subagent.ts	Extends the staff-only administration route with cron execution, delivery suppression, output capture, and optional staff relay.
apps/server/src/services/turbopuffer/field-values-search.ts	Updates field-value filtering and search behavior with accompanying focused tests.

Sequence Diagram

rendering diagram…

Comments Outside Diff (1)

apps/server/src/services/playbook/guarded-write.ts, line 228-237 (link)

Rollback overwrites concurrent edits

If two writers patch the same PLAYBOOK.md concurrently and verification fails after the second writer commits, this rollback unconditionally restores the stale pre-write snapshot, deleting the other writer's valid content and metadata.

Knowledge Base Used: Database Schema

Prompt To Fix With AI

This is a comment left during a code review.
Path: apps/server/src/services/playbook/guarded-write.ts
Line: 228-237

Comment:
**Rollback overwrites concurrent edits**

If two writers patch the same `PLAYBOOK.md` concurrently and verification fails after the second writer commits, this rollback unconditionally restores the stale pre-write snapshot, deleting the other writer's valid content and metadata.

**Knowledge Base Used:** [Database Schema](https://app.greptile.com/cedar/-/custom-context/knowledge-base/cedarcopilot/cedar-mail/-/docs/database-schema.md)

---

For each issue above, determine whether it is valid and should be fixed. If so, fix it directly.

Show production surfaces and changed-file mapping

Production surfaces

Libra has not measured any production surfaces for this change yet.

Changed files → surfaces

.claude/skills/account-setup-from-transcript/SKILL.mdno production surface mapped
.claude/skills/data-audit-prep/SKILL.mdno production surface mapped
.claude/skills/data-audit/PROCESS-DELTAS.mdno production surface mapped
.claude/skills/data-audit/SKILL.mdno production surface mapped
.claude/skills/data-audit/resources/playbook-build-runbook.mdno production surface mapped
.claude/skills/field-extraction/SKILL.mdno production surface mapped
.claude/skills/vocab-extraction/SKILL.mdno production surface mapped
.cursor/skills/account-setup-from-transcript/SKILL.mdno production surface mapped
apps/server/.claude/skills/cedar-configuration/SKILL.mdno production surface mapped
apps/server/.claude/skills/deal-intelligence-analysis/SKILL.mdno production surface mapped
apps/server/.claude/skills/playbook-authoring/SKILL.mdno production surface mapped
apps/server/.claude/skills/subagent-runner/SKILL.mdno production surface mapped
apps/server/scripts/apply-curation.pyno production surface mapped
apps/server/scripts/apply-vocab-canon.tsno production surface mapped
apps/server/scripts/aspire-canon-pipeline.shno production surface mapped
apps/server/scripts/aspire-persona-rollup.tsno production surface mapped
apps/server/scripts/aspire-playbook-rendercheck.mjsno production surface mapped
apps/server/scripts/aspire-relabel-rows.tsno production surface mapped
apps/server/scripts/dump-sample.tsno production surface mapped
apps/server/scripts/eval-new-fields.tsno production surface mapped
apps/server/scripts/inject-taxonomy-into-playbook.pyno production surface mapped
apps/server/scripts/resync-relabeled-tp.tsno production surface mapped
apps/server/scripts/run-apply-vocab-canon.mjsno production surface mapped
apps/server/scripts/run-aspire-persona-rollup.mjsno production surface mapped
apps/server/scripts/run-aspire-relabel-rows.mjsno production surface mapped
apps/server/scripts/run-resync-relabeled-tp.mjsno production surface mapped
apps/server/scripts/seed-org-taxonomy.tsno production surface mapped
apps/server/scripts/taxonomy-eval/extract-workflow.jsno production surface mapped
apps/server/scripts/write-agentic.tsno production surface mapped
apps/server/scripts/write-judgment.tsno production surface mapped
apps/server/src/db/aop-schema.tsno production surface mapped
apps/server/src/mastra/tools/conversation/__tests__/reconcileDealsWithProviderTool.test.tsno production surface mapped
apps/server/src/mastra/tools/conversation/reconcileDealsWithProviderTool.tsno production surface mapped
apps/server/src/mastra/tools/event-execution/assignEventToConversationTool.tsno production surface mapped
apps/server/src/mastra/tools/notify/__tests__/notifyUserTool.test.tsno production surface mapped
apps/server/src/mastra/tools/notify/notifyUserTool.tsno production surface mapped
apps/server/src/mastra/utils/agent-date-formatting.tsno production surface mapped
apps/server/src/mastra/utils/context-formatting/conversation-context.tsno production surface mapped
apps/server/src/services/agent-action-queue/__tests__/subagent-dispatch.test.tsno production surface mapped
apps/server/src/services/agent-action-queue/subagent-dispatch.tsno production surface mapped
apps/server/src/services/crm/__tests__/external-meeting-speakers.test.tsno production surface mapped
apps/server/src/services/crm/__tests__/meeting-calendar-backstop.test.tsno production surface mapped
apps/server/src/services/crm/__tests__/persist-stage-arc.test.tsno production surface mapped
apps/server/src/services/crm/__tests__/person-name-match.test.tsno production surface mapped
apps/server/src/services/crm/calendar-events.tsno production surface mapped
apps/server/src/services/crm/crm-reconcile-deals.tsno production surface mapped
apps/server/src/services/crm/deal-metrics.tsno production surface mapped
apps/server/src/services/crm/deal-timeline.tsno production surface mapped
apps/server/src/services/crm/meeting-events.tsno production surface mapped
apps/server/src/services/crm/stage-inference.tsno production surface mapped
apps/server/src/services/crm/taxonomy-extraction-step.tsno production surface mapped
apps/server/src/services/crm/utils.tsno production surface mapped
apps/server/src/services/integrations/meetings/fathom.tsno production surface mapped
apps/server/src/services/integrations/meetings/types.tsno production surface mapped
apps/server/src/services/notifications/user-slack-notifier.tsno production surface mapped
apps/server/src/services/playbook/__tests__/guarded-write.test.tsno production surface mapped
apps/server/src/services/playbook/agent-defaults/pipeline-review.tsno production surface mapped
apps/server/src/services/playbook/guarded-write.tsno production surface mapped
apps/server/src/services/playbook/run-single-subagent.tsno production surface mapped
apps/server/src/services/playbook/write-document-guarded.tsno production surface mapped
apps/server/src/services/turbopuffer/__tests__/field-values-search.test.tsno production surface mapped
apps/server/src/services/turbopuffer/field-values-search.tsno production surface mapped
apps/server/src/subagent-admin/cli.tsno production surface mapped
apps/server/src/trpc/routes/admin-subagent.tsno production surface mapped
docs/audits/aspire/artifacts/aspire-discovery-questions-EXTERNAL.mdno production surface mapped
docs/audits/aspire/artifacts/aspire-discovery-questions-INTERNAL.mdno production surface mapped
docs/audits/aspire/artifacts/aspireiq-data-lineage.htmlno production surface mapped
docs/audits/aspire/artifacts/aspireiq-sales-playbook.htmlno production surface mapped
docs/audits/aspire/artifacts/data/aspire-business-themes.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-feedback-themes.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-funnel-per-deal-amount.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-funnel-per-deal.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-pricing-groups.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-prompt-rewrite-output.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-segment-data-README.mdno production surface mapped
docs/audits/aspire/artifacts/data/aspire-segmentation180-out.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-sel-angles.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-sel-executive.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-sel-objections.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-sel-practitioner.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-sel-program_leader.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-sel-supporting.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-usecase-defs.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspire-usecase-quote-excludes.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspireiq-vocab-canon-2026-08-11-v2.jsonno production surface mapped
docs/audits/aspire/artifacts/data/aspireiq-vocab-canon-2026-08-11.jsonno production surface mapped
docs/audits/aspire/aspireiq-audit-handoff.mdno production surface mapped
docs/audits/aspire/scope/aspire-extraction-targets.mdno production surface mapped
docs/audits/aspire/scope/aspire-playbook-subset.mdno production surface mapped
docs/audits/aspire/scope/aspireiq-timeline-recovery-plan.mdno production surface mapped
docs/audits/aspire/taxonomy/aspire-canon-discovery.mdno production surface mapped
docs/audits/pirros/README.mdno production surface mapped
docs/audits/pirros/RETRIEVAL.mdno production surface mapped
docs/audits/pirros/artifacts/data/analysis.wf.jsno production surface mapped
docs/audits/pirros/artifacts/data/analysis_atoms.tsvno production surface mapped
docs/audits/pirros/artifacts/data/analysis_set.tsvno production surface mapped
docs/audits/pirros/artifacts/data/authoritative_linkage.tsvno production surface mapped
docs/audits/pirros/artifacts/data/obj_data.jsonno production surface mapped
docs/audits/pirros/artifacts/data/playbook_data.jsonno production surface mapped
docs/audits/pirros/artifacts/data/price_data.jsonno production surface mapped
docs/audits/pirros/chapters/differentiation.mdno production surface mapped
docs/audits/pirros/chapters/discovery.mdno production surface mapped
docs/audits/pirros/chapters/feature_resonance.mdno production surface mapped
docs/audits/pirros/chapters/icp.mdno production surface mapped
docs/audits/pirros/chapters/personas.mdno production surface mapped
docs/audits/pirros/chapters/pricing.mdno production surface mapped
docs/audits/pirros/chapters/problems.mdno production surface mapped
docs/audits/pirros/design/pirros-crm-active-deal-and-ownership.mdno production surface mapped
docs/audits/pirros/design/pirros-deal-brief-autofill.mdno production surface mapped
docs/audits/pirros/design/pirros-hubspot-field-proposal.mdno production surface mapped
docs/audits/pirros/design/pirros-hubspot-field-seed.jsonno production surface mapped
docs/audits/pirros/design/pirros-hubspot-fields-SHARED.mdno production surface mapped
docs/audits/pirros/design/pirros-phase1-conversation-backfill.mdno production surface mapped
docs/audits/pirros/design/pirros-stage-required-fields.mdno production surface mapped
docs/audits/pirros/scope/README.mdno production surface mapped
docs/audits/pirros/scope/deals-154-by-rep.txtno production surface mapped
docs/audits/pirros/scope/deals-267-full.tsvno production surface mapped
docs/changelogs/2026-W33.mdno production surface mapped
docs/design/on-demand-subagent-cli.mdno production surface mapped