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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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frontend/index.html
+9 -9
View File
@@ -9382,20 +9382,20 @@
<div className="kpi-grid">
<div className="kpi-card">
<div className="kpi-label">LPs</div>
<div className="kpi-value">{entities.lp ?? 0}</div>
<div className="kpi-label">Investors</div>
<div className="kpi-value">{entities.investor ?? 0}</div>
</div>
<div className="kpi-card">
<div className="kpi-label">Organizations</div>
<div className="kpi-value">{entities.organization ?? 0}</div>
</div>
<div className="kpi-card">
<div className="kpi-label">People</div>
<div className="kpi-label">People (resolved)</div>
<div className="kpi-value">{entities.person ?? 0}</div>
</div>
<div className="kpi-card">
<div className="kpi-label">Entity Links</div>
<div className="kpi-value">{data.entity_links ?? 0}</div>
<div className="kpi-label">Contacts in CRM</div>
<div className="kpi-value">{(data.source_counts || {}).contacts ?? '—'}</div>
</div>
<div className="kpi-card">
<div className="kpi-label">Grid contacts</div>
<div className="kpi-value">{(data.source_counts || {}).fundraising_contacts ?? '—'}</div>
</div>
</div>