Add reminders & follow-ups (W1) (v0.1.0:92)

First-class reminders tied to the fundraising grid — foundation of the agreed
reminders -> NL-search -> bot-mutations plan (keep LP data off third-party LLMs).

- reminders table (migration 0006; logical FK to fundraising_investors.id +
  denormalized name), CRUD at /api/reminders (soft-delete; open/done/snoozed/
  cancelled; assignee; source; source_row_id resolution)
- read-only derived reminder_status grid column (overdue/due_soon/open),
  filterable; orphan reconciler cancels reminders when an investor leaves the grid
- Reminders page, Dashboard "Reminders Due" card, daily-digest reminders section
- per-investor last_activity_at recency rollup (shared block for the W2 NL query)
- tests: test_reminders.py + digest reminders test (31/31 green, render-smoke green)
This commit is contained in:
Keysat
2026-06-18 14:45:46 -05:00
parent ee6a4e52d2
commit f181525926
12 changed files with 1306 additions and 47 deletions
+3 -2
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@@ -52,8 +52,9 @@ import { v_0_1_0_88 } from './v0.1.0.88'
import { v_0_1_0_89 } from './v0.1.0.89'
import { v_0_1_0_90 } from './v0.1.0.90'
import { v_0_1_0_91 } from './v0.1.0.91'
import { v_0_1_0_92 } from './v0.1.0.92'
export const versionGraph = VersionGraph.of({
current: v_0_1_0_91,
other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87, v_0_1_0_88, v_0_1_0_89, v_0_1_0_90],
current: v_0_1_0_92,
other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87, v_0_1_0_88, v_0_1_0_89, v_0_1_0_90, v_0_1_0_91],
})
+22
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@@ -0,0 +1,22 @@
import { VersionInfo } from '@start9labs/start-sdk'
// Reminders & follow-ups (W1). First-class tickler tied to the fundraising grid: a new
// `reminders` table (in-app migration 0006; logical FK to fundraising_investors.id +
// denormalized name, like the pipeline link), full CRUD at /api/reminders (soft-delete;
// status open/done/snoozed/cancelled; assignee; source human/bot/automation), a read-only
// derived `reminder_status` grid column (overdue/due_soon/open — injected like pipeline_stage,
// filterable so a saved view can drive the follow-up view off real reminders), an orphan
// reconciler (cancels reminders when their investor leaves the grid), a Reminders page, a
// Dashboard "Reminders Due" card, and a "Reminders due" daily-digest section. Pure local CRM
// data — no LLM path. up/down are no-ops; the real SQLite migration runs in-app at startup.
export const v_0_1_0_92 = VersionInfo.of({
version: '0.1.0:92',
releaseNotes: {
en_US: [
'Reminders & follow-ups: set a due-dated reminder on any investor from the grid,',
'track them on the new Reminders page + Dashboard card, and get an overdue/due-today',
'section in the daily digest.',
].join(' '),
},
migrations: { up: async () => {}, down: async () => {} },
})