Commit Graph

2 Commits

Author SHA1 Message Date
Keysat 1564c087bf Remove Instructions/Feedback + lp_profiles; sync retry, purge, mobile fixes (v0.1.0:104)
Removals (net -570 lines):
- Delete the Instructions and Feedback (feature_requests) pages + backend.
- Retire lp_profiles + investor_type across server, ingest, and seeds; migration
  0008 drops both empty tables (a sanctioned one-off exception to
  never-hard-delete). 0001's lp_profiles ALTER is removed so a fresh DB doesn't
  break the migration chain (live DBs already applied it).

Fixes:
- Email sync: a transient timeout no longer terminally parks a mailbox; the
  scheduler retries 'retrying' each cycle and re-includes errored accounts on an
  hourly backoff, so stuck mailboxes self-heal.
- Mobile Contacts: page through the full directory (server caps 500/page) -- one
  fetch silently truncated at 720, hiding people from the list and from search.
- Mobile email review: clock icon to set a reminder inline; approval cards show
  date/time.

New:
- Admin-only purge of soft-deleted rows (Settings -> Admin; type-to-confirm,
  refuses any row still linked to live data).

Tests: 45/45 (adds test_sync_ready + test_purge_soft_deleted). Reviewer pass
applied (NULL reminders.contact_id on contact purge). Bumped to v0.1.0:104.
2026-06-20 20:06:11 -05:00
Keysat c7ce44d963 Phase 0 foundation: canonical schema, ingest pipeline, CRM MCP server
Workstream A–C substrate for the Ten31 agentic system:
- A1: docs/crm-overview.md; CLAUDE.md conventions + guardrail #9
- A2: additive/reversible core migration (canonical_entities, entity_links,
  interaction_log, relationship_edges, soft-delete) + ledgered runner
- B1/B3: chunking + deterministic entity resolution (backend/ingest)
- B2: dense (bge-m3) + BM25 sparse ingest to Qdrant crm_chunks
- C: CRM MCP server (reads, retrieval modes, logged writes) — no outbound tools
- docs: redaction/re-hydration, Gmail enablement runbook
- synthetic test data; .env.example; housekeeping (.gitignore, untrack crm.db,
  drop legacy files + start9/0.3.5)

Verified end-to-end on synthetic data + live Sparks (hybrid > dense on entity
queries). Real backfill runs on Ten31 infra; index holds synthetic data only.
Branch snapshot also captures pre-existing working-tree changes.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 08:13:35 -05:00