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docs: triage Matrix inbox; lead Next with contact_type retirement

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- ROADMAP: backlog backup-history collapse, tab-on-refresh, email cc-dedup (P2)
- ROADMAP: mark in-app card intake done & live (v0.1.0:100); remove stale plan doc
- AGENTS.md: reorder Current-state Next to lead with contact_type retirement
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Keysat
2026-06-20 21:44:16 -05:00
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AGENTS.md
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@@ -115,5 +115,5 @@ _**Box live at v0.1.0:105 (deployed + verified 2026-06-20)** — clean StartOS m
- **New (v0.1.0:104):** admin-only **Purge Deleted Data** (Settings → Admin) — guarded, type-to-confirm hard-delete of soft-deleted rows; see the soft-delete convention + `test_purge_soft_deleted.py`.
- **Verification:** **45/45** backend, render-smoke green, reviewer-agent APPROVE after fixing **1 blocker** (contact purge left a dangling `reminders.contact_id` — now NULLed + test-guarded). New UI behavior is **live-smoke / on-device only** (jsdom can't drive touch).
- **Bug A — Grant is handling:** `odell/marty/finance/ten31@` can't enroll for email capture ("could not resolve user_id") because the enroll flow requires a CRM `users` row; Grant is creating user accounts for those mailboxes.
- **Next:** (A) confirm the two stuck mailboxes pulled current + Grant's 4 new mailbox users enroll; (B) **retire `contact_type`** — replace the Contacts Investors/Prospects tabs + TYPE badge with grid-derived `existing_investor`/`pipeline_stage`, then drop the column (see ROADMAP); (C) **contacts ↔ `fundraising_contacts` consolidation** — census-first (count A/linked, B/contacts-only, C/pill-only on the box; see ROADMAP). **A TEMPORARY admin census is LIVE on the box (v0.1.0:105): Settings → Admin → "Run census" (or `GET /api/admin/contacts-census`) reports A/B/C — run it, capture the numbers, then DELETE the endpoint + handler + route + button** (all tagged `TEMPORARY` in code; mirrors `backend/scripts/contacts_census.sql`). (D) carried: bell approve-on-phone → Matrix-thread-clears round-trip spot-check.
- **Next:** (A) **retire `contact_type`** (the next build) — replace the Contacts Investors/Prospects tabs + TYPE badge with grid-derived `existing_investor`/`pipeline_stage`, repoint the dashboard `total_lps`/`total_prospects` counts, then drop the column (live UI change → its own small design pass; see ROADMAP); (B) **contacts ↔ `fundraising_contacts` consolidation** — capture A/B/C from the live census (Settings → Admin → "Run census", or `GET /api/admin/contacts-census`), then **DELETE the TEMPORARY census endpoint + handler + route + button** (all tagged `TEMPORARY`; mirrors `backend/scripts/contacts_census.sql`); (C) confirm the two stuck mailboxes pulled current + Grant's 4 new mailbox users enroll; (D) carried: bell approve-on-phone → Matrix-thread-clears round-trip spot-check.
- **Open / risks:** the Contacts pagination, the purge, and the email-sync auto-recovery are **live-smoke / not yet device-confirmed**. Carried: **Claude/Architect path unverified live on the box**; vision OCR small-in-frame misread (`mara.com→marac.com`); doc drift — `crm-overview.md` narrative + `EVALUATION.md` still describe `lp_profiles` (the active API/schema claims were fixed; the deeper Phase-0 narrative is deferred to a doc pass).