Drop redundant "[note]" tag from fundraising-grid note line (v0.1.0:85)

The grid note line was "YYYY-MM-DD [type] Contact: summary"; for the default
"note" type the tag is noise. Omit it for "note"; keep it for informative
types (call, meeting, …). Shared by the Matrix intake bot and grid-UI logging.
Built + installed to the box (installed-version 0.1.0:85, clean 84->85
migration). No schema change.
This commit is contained in:
Keysat
2026-06-17 17:30:40 -05:00
parent aefb2aa119
commit fa6c9da0e6
4 changed files with 23 additions and 5 deletions
+2 -1
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@@ -2916,7 +2916,8 @@ class CRMHandler(BaseHTTPRequestHandler):
if append_note:
contact_name = str(contact_in.get('name') or '').strip()
summary = comm_subject or comm_body[:120]
note_line = f"{iso_day} [{comm_type}] {contact_name}: {summary}".strip()
type_tag = "" if comm_type == "note" else f"[{comm_type}] "
note_line = f"{iso_day} {type_tag}{contact_name}: {summary}".strip()
existing_notes = str(target_row.get('notes') or '')
target_row['notes'] = f"{existing_notes}\n{note_line}".strip() if existing_notes.strip() else note_line
target_row['notes_last_modified'] = iso_day
+3 -2
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@@ -49,8 +49,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
// * 0.1.0:81 (Communications tab is matched-only: query_email_activity gates on EXISTS email_investor_links, so unmatched cold/unknown-sender email is captured but never surfaced in the panel; code-only, no schema change)
// * 0.1.0:82 (vendor + SRI-pin the front-end libs: React/ReactDOM/Babel now ship in the s9pk and load same-origin from /assets/vendor/ with integrity hashes, so a CDN can never swap prod deps [the v78/v79 blank-screen class] and the box needs no outbound internet to render; plus a committed jsdom render smoke check [start9/0.4/render-smoke.mjs] gating the default `make` build)
// * 0.1.0:83 (email search/query + windowed digest preview, code-only: Communications investor dropdown now mirrors the list with typed keys [fund:/org:/contact:] so classic-contact/org-domain matches show + are pickable [fixes the empty-dropdown bug], plus a date-range filter, a click-to-expand full-body view [GET /api/email/detail], and a semantic "Search content" mode over indexed email bodies [GET /api/email/search -> ingest hybrid_search, soft-delete-filtered, 503 if Spark/Qdrant down]; Daily Digest gains an in-app windowed preview before send [POST /api/admin/digest/preview, send-now takes the same window] that exercises the real Spark summarizer without touching the daily cursor)
// * Current: 0.1.0:84 (Matrix intake bot CRM support — ships the server side of commit 7ad0ee7, which was never packaged: new read-only GET /api/intake/match [new-vs-existing lookup against the canonical fundraising grid blob; returns the grid row id so an approved note lands on the matched investor, no duplicate] + source provenance on POST /api/fundraising/log-communication [audit records source, default "fundraising_grid"]; code-only, no schema change)
export const PACKAGE_VERSION = '0.1.0:84'
// * 0.1.0:84 (Matrix intake bot CRM support — ships the server side of commit 7ad0ee7, which was never packaged: new read-only GET /api/intake/match [new-vs-existing lookup against the canonical fundraising grid blob; returns the grid row id so an approved note lands on the matched investor, no duplicate] + source provenance on POST /api/fundraising/log-communication [audit records source, default "fundraising_grid"]; code-only, no schema change)
// * Current: 0.1.0:85 (cosmetic: drop the redundant "[note]" tag from the fundraising-grid note line — now "YYYY-MM-DD Contact: summary"; informative comm types [call, meeting, …] keep their "[type]" tag; shared by the Matrix intake bot + grid-UI logging; no schema change)
export const PACKAGE_VERSION = '0.1.0:85'
export const DATA_MOUNT_PATH = '/data'
export const WEB_PORT = 8080
+3 -2
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@@ -45,8 +45,9 @@ import { v_0_1_0_81 } from './v0.1.0.81'
import { v_0_1_0_82 } from './v0.1.0.82'
import { v_0_1_0_83 } from './v0.1.0.83'
import { v_0_1_0_84 } from './v0.1.0.84'
import { v_0_1_0_85 } from './v0.1.0.85'
export const versionGraph = VersionGraph.of({
current: v_0_1_0_84,
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],
current: v_0_1_0_85,
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],
})
+15
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@@ -0,0 +1,15 @@
import { VersionInfo } from '@start9labs/start-sdk'
// Cosmetic: drop the redundant "[note]" tag from the fundraising-grid note line. The line is
// now "YYYY-MM-DD Contact: summary"; informative comm types (call, meeting, …) keep their
// "[type]" tag. Shared by the Matrix intake bot and any grid-UI logging. No schema change.
export const v_0_1_0_85 = VersionInfo.of({
version: '0.1.0:85',
releaseNotes: {
en_US: [
'Cleaner grid note lines: the redundant "[note]" tag is dropped (other communication',
'types keep their tag). No data changes.',
].join(' '),
},
migrations: { up: async () => {}, down: async () => {} },
})