docs: add re-anchored Phase 8 visual-conformance spec + record Grant's design calls

design/phase8-conformance.md — per-surface anatomy + deltas + line refs built
against the .dc.html defaults (not the screenshots), as the 8a–8i build reference.
Corrects the screenshot read (drop disposition badges + contact footer; 4-stage
funnel + swipe dirs already correct). Records two Grant decisions (2026-06-19):
Pipeline existing-LP uses the earmark (unify with Grid, overriding the dc star);
Contacts drops the investor/prospect type tabs (prospect type unused) but keeps a
Priority-flag sort. Refresh AGENTS.md Current state; ROADMAP Phase 8 points at the spec.

AGENTS.md

@@ -111,8 +111,8 @@ _**Box live at v0.1.0:94**; `main` ahead by mobile Phases 0–7 + P3b + drag-reo
 
 - **Mobile redesign — all 4 core surfaces built + committed (Grid · Contacts · Pipeline · Reminders).** Each is a rules-of-hooks-safe `useIsMobile()` wrapper → `Mobile*`/`Desktop*` pair (**desktop untouched**), re-authored against the real API on shared primitives `<BottomSheet>`/`useIsMobile()`/`StageChip`/`MobileDetailRow`. Foundation: bottom-tab bar + `:root` mobile vars (P1); 4-stage enum + read-only derived grid signals (`existing_investor`/`last_activity_at`/`staleness`/`opportunity_id`) injected on GET, **stripped on write at both points** (P0/P3a `_computed_row_values` + `stripComputedRows`). **Mobile writes use one-row endpoints only — never whole-grid PUT** (BRIEF §3a): log-communication, pipeline link/stage, reminders, and now **`POST /api/fundraising/update-row`** (P3b name/pill edit). Per-phase detail in `ROADMAP.md`.
 - **This session — Phase 7 theme-conformance (committed + pushed `490cab9`).** Routed ~50 hardcoded colors through **28 new themed `:root` vars** so every surface flips under `[data-theme="light"]`; **retired the legacy Material `.badge-*` family (12 classes)** onto brand StageChip/`--chip-*`/`--badge-priority`/`--badge-danger-bg` slots; bottom-center mobile toast (`slideInUp`). Verified CSSOM render-smoke + `var()`-resolution + reviewer (APPROVE-WITH-NITS, toast-rise fixed). **No real-phone check.** (`.badge-*` remap may be largely cosmetic — several classes have no live JSX caller; legacy-usage sweep in ROADMAP.)
-- **This session — design + functional conformance audit (2 agents) → Phase 8 scoped.** **Functional-parity report = VALID** (built from `store.js` + `.dc.html` wiring). **Visual-conformance report = screenshot-anchored → partly INVALID.** **Key correction (durable, see Design convention above): the design source of truth is each `*.dc.html` at its DEFAULT `data-props` (compact/dark/plex/**earmark**), NOT the `screenshots/` PNGs** (option-history — disposition badges, 6-stage funnel, star flag were rejected). Authoritative final card spec + the 9-phase **8a–8i** plan are in `ROADMAP.md`; the general learning was promoted to `standards/guides/design.md` (pushed). Reminder↔investor "grid-only" was a mislabel — `reminders.investor_id` already exists + `POST /api/reminders` accepts it; the picker is a simple client fix.
+- **This session — design + functional conformance audit (2 agents) → Phase 8 scoped + spec'd.** **Functional-parity report = VALID** (built from `store.js` + `.dc.html` wiring). The screenshot-anchored visual pass was **re-anchored to the `.dc.html` defaults → durable per-surface build spec: `design/phase8-conformance.md`** (anatomy + deltas + line refs, the 8a–8i reference). **Key correction (durable, see Design convention above): the design source of truth is each `*.dc.html` at its DEFAULT `data-props` (compact/dark/plex/**earmark**), NOT the `screenshots/` PNGs** (option-history — disposition badges, 6-stage funnel, star flag were rejected). 9-phase **8a–8i** plan in `ROADMAP.md`; general learning promoted to `standards/guides/design.md` (pushed). **Grant design calls (2026-06-19):** Pipeline existing-LP uses the **earmark** (unify w/ Grid, override the dc star — build it as a reusable component); Contacts drops the investor/prospect type tabs (prospect unused) but keeps a **Priority-flag sort**. Reminder↔investor "grid-only" was a mislabel — `reminders.investor_id` already exists + `POST /api/reminders` accepts it; the picker is a simple client fix.
 - **Live (deployed):** W2 NL query (v94; remaining: in-room smoke + web "Ask" box); W1 reminders (v93); grid Pipeline (v88); Matrix intake + Gmail capture (DWD) + daily digest; Thesis/Architect (dual-approval); outreach — all draft-only.
 - **Tests:** **37/37 backend green** (`python3 backend/run_tests.py`; +`test_fundraising_update_row.py`), `py_compile` clean, render-smoke green, fresh-DB migrate clean.
-- **Next — Phase 8 (next session), in order (full spec in `ROADMAP.md`):** **first re-anchor the visual-conformance findings to the `.dc.html` defaults**, then **8a** card re-author (Grid+Contacts → earmark + right-side PRIORITY badge + 4-stage chip; **reconcile `DESIGN.md` §8**) → **8b** detail-surface log actions (Contacts/Pipeline) → **8c** quick-log pencil → **8d** sort controls → **8e** reminders (read/edit/clear + snooze sheet + investor picker) → **8f** pipeline card/dots → **8g** add-investor stage+priority → **8h** loose ends → **8i** shell SVG icons + wordmark. **Skip Pipeline accordion** (Grant: not wanted). **Then (Grant, after feature-complete):** deploy P0–P8 + P3b in one s9pk (**authorize + version-bump first**) and device-test light/dark on a real phone. Later backlog: **PWA** (manifest+SW+icons+`server.py` routes — feasible, app has MOCK_MODE + local vendored libs; install verifies only post-deploy); legacy-usage sweep + delete; W2 web Ask box; W3 bot grid-mutations.
-- **Open / risks:** all mobile work + light theme + P3b **built but never deployed or device-tested** (smoke/jsdom only — verify both themes on a phone); **the visual-conformance report must be re-anchored to the `.dc.html` defaults before its fixes are trusted** (it chased the rejected screenshot card); W2 happy-path only; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical** (needs dual sign-off); doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live.
+- **Next — Phase 8 (next session), in order — build to `design/phase8-conformance.md`:** **8a** card re-author (Grid+Contacts → **earmark as a reusable component** + right-side PRIORITY pill + 4-stage chip; **reconcile `DESIGN.md` §8**) → **8b** detail-surface bottom-sheets w/ log actions (Contacts/Pipeline) → **8c** quick-log pencil → **8d** sort (Grid+Pipeline sort sheet; Contacts = drop type tabs, add Priority sort) → **8e** reminders (read/edit/clear + snooze sheet + investor picker + due-chip) → **8f** pipeline card (earmark/Priority/recency) + dots → **8g** add-investor stage+priority → **8h** loose ends → **8i** shell SVG icons + `·Ten31·` wordmark. **Skip Pipeline accordion** (Grant: not wanted). **Then (Grant, after feature-complete):** deploy P0–P8 + P3b in one s9pk (**authorize + version-bump first**) and device-test light/dark on a real phone. Later backlog: **PWA** (manifest+SW+icons+`server.py` routes — feasible, app has MOCK_MODE + local vendored libs; install verifies only post-deploy); legacy-usage sweep + delete; W2 web Ask box; W3 bot grid-mutations.
+- **Open / risks:** all mobile work + light theme + P3b **built but never deployed or device-tested** (smoke/jsdom only — verify both themes on a phone); Phase 8 build spec is `design/phase8-conformance.md` (re-anchored — don't rebuild from the screenshots); W2 happy-path only; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical** (needs dual sign-off); doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live.