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Entity model: investors (grid) vs people (contacts); fix double-count (0.1.0:48)

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Per Grant's clarification of the real data model:
- Investor entities come from the fundraising grid, one per row, all labeled
  "investor" (drops the confusing lp/organization split). Grid is source of truth.
- People come ONLY from the contacts table. The grid's contacts (fundraising_
  contacts) are matched to a contact-person and recorded as member_of links to
  their investor, instead of creating duplicate person entities. This fixes the
  ~doubled people count (people now ≈ contacts, not contacts + grid contacts).
- System Status cards: Investors / People (resolved) / Contacts in CRM / Grid
  contacts, so resolved-vs-source is visible at a glance.

Verified on synthetic: people == contacts count (no double-count); multi-contact
investors preserved via member_of.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Keysat
2026-06-05 13:05:58 -05:00
parent 3c31b1e8a5
commit 91361042e7
6 changed files with 102 additions and 62 deletions
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backend/server.py
+1 -2
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@@ -3467,8 +3467,7 @@ class CRMHandler(BaseHTTPRequestHandler):
try:
live = "deleted_at IS NULL"
out['canonical_entities'] = {
'lp': conn.execute(f"SELECT COUNT(*) FROM canonical_entities WHERE entity_kind='lp' AND {live}").fetchone()[0],
'organization': conn.execute(f"SELECT COUNT(*) FROM canonical_entities WHERE entity_kind='organization' AND {live}").fetchone()[0],
'investor': conn.execute(f"SELECT COUNT(*) FROM canonical_entities WHERE entity_kind='investor' AND {live}").fetchone()[0],
'person': conn.execute(f"SELECT COUNT(*) FROM canonical_entities WHERE entity_kind='person' AND {live}").fetchone()[0],
}
out['entity_links'] = conn.execute("SELECT COUNT(*) FROM entity_links").fetchone()[0]