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AOS/skills/design/design-templates/ppt/ib-pitch-book/references/conventions.md
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Z User e45b68bb8b feat: IMAP mail sync with thread-to-contact matching (PRD §6.1)
Real IMAP connection via imapflow library:
- Connects to IMAP server (IMAPFlow, TLS on port 993)
- Fetches recent messages (configurable limit, default 20)
- Extracts: from, fromEmail, subject, date, snippet (200 chars)
- Thread-to-contact matching (PRD §6.1):
  1. Match sender email against persons table
  2. If no person match, extract domain and match against company.website
  3. Returns matchedCompany + matchedPerson for each email
- Audit-logged (action: crm.mailsync:imap)
- Zod validated (host, port, user, password, folder, limit)
- 502 on IMAP connection failure with detail
- 400 on validation failure

Tested: invalid creds → 502 'IMAP connection failed', missing host → 400
2026-10-27 22:50:50 +00:00

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# Investment-banking pitch book — layout conventions
Use as a self-check before finishing **`index.html`**.
## Every slide
- **Masthead**: advisory bank name + project codename + section label + page x/y.
- **Confidentiality**: visible treatment ("Strictly Confidential — Discussion
Materials" or firm-standard ribbon).
- **Footer**: page fraction, optional run id / skill trace for internal QA.
## Tables
- Financial figures use **tabular numerals** (monospace or `font-feature-settings: "tnum"`).
- Multiples use **×** (not `x`) where appropriate.
- **Median / mean** summary rows differ visually from data rows (italic or tint).
- **Subject company** row highlighted consistently.
## Football field
- Shared horizontal axis across methodologies; **current price** as vertical tick.
- Range labels right-aligned; methodology labels left.
## DCF sensitivity
- Highlight **base case** cell (WACC × terminal growth).
- State rounding rules in a foot line.
## Strategic alternatives matrix
- Four options; **recommended** option uses inverted emphasis (e.g. dark fill).
- Each cell: headline, indicative value band, **for / against** bullets.
## Disclaimer slide
- Prepared for whom, sources, limitations, no reliance for transaction decisions.