Addresses Grant's feedback that the Workshop was confusing and underbuilt (no delete,
no approve, redundant generate-vs-feedback panels, and a stray "0" on segment lines).
Backend (architect_tools.py + server.py routes/handlers):
- retire_node: soft-delete a node + its subtree (reversible). DELETE /api/thesis/nodes/{id}.
- choose_variant: 'Use this' — keep this option, soft-delete the others in its group,
mark it approved. POST /api/thesis/nodes/{id}/choose.
- upsert_thesis_node gains actor_type so a manual human edit is recorded as 'human'.
PUT /api/thesis/nodes/{id} edits a part's text directly.
- handle_approve_line: one-click 'approve as current' — records this admin's approval on
the line's in-review version (creating + submitting one from the live tree if none),
promoting to canonical at the required distinct-approval count. POST /api/thesis/lines/{key}/approve.
Frontend (ThesisWorkshop redesign):
- Merged the redundant "Generate options" + "Give feedback" panels into one "Ask the
Architect for options" box (revise was just generate-with-guidance).
- Per option: Use this / Edit (inline) / Delete. Per part: edit + delete via the same.
- "Approve as current" bar with dual-sign-off state + a "Current ✓" badge, and a one-line
"how it works" hint. Refreshes the tree after every action.
- Fixed the stray "0": `{line.is_core && <badge>}` rendered 0 for non-core lines (SQLite
integer 0); now `{!!line.is_core && ...}`.
Verified: backend test_thesis_actions.py (choose/edit/retire-subtree/dual-approval->canonical),
and a live in-browser smoke test (JSX compiles, Workshop renders, options show Use/Edit/Delete,
approve returns 1-of-2, no runtime errors).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
After the grid/contacts unification (v0.1.0:52) the Contacts page's "Add New Contact"
modal was made unreachable (new people are added from the grid). This removes the now-dead
showForm/formData/formError state, handleAddContact, and the modal JSX. Other components'
forms are untouched; html parses clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The fundraising grid's per-contact editor now has a LinkedIn URL field next to
name, email, title, and location. It threads through the grid contact object and
sanitize (which preserves contact-object fields), and _upsert_contact_from_fundraising
now reads and persists linkedin_url on both the update and insert paths — so a
LinkedIn entered in the grid lands on the linked contact record.
Test: test_grid_contact_link.py extended to assert LinkedIn entered in the grid
persists to the contact (idempotent). Frontend html.parser clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Structural fix for the duplicate-people class of bug: instead of matching a grid
contact "pill" to a contacts row heuristically by name/email (which drifted and
caused the 1406 double-count), link them by id.
Backend:
- Migration 0004: fundraising_contacts.contact_id (additive, nullable, logical FK
to contacts(id)) + index. Paired down migration.
- sync_fundraising_relational now stores the id that _upsert_contact_from_fundraising
already returns, so every grid contact carries its contacts-table id.
- _backfill_grid_contact_ids: one-time, idempotent backfill on startup (re-runs the
grid sync once if any row lacks contact_id), so existing data links immediately.
- entity_resolution: grid pass prefers the explicit contact_id link (match_kind
'grid_link') over heuristic email / name+investor, guarded by a PRAGMA check so
older DBs without the column still work.
Frontend:
- Fundraising grid "+ Row" -> "+ Investor" (clear, single investor entry point).
- Contacts page: the "+ Add Contact" trigger is replaced by a pointer to the grid;
the page is now a read/search/edit view (ContactDetailPanel still edits all
fields). New people are added from the grid. No contact data is removed.
Tests: backend/ingest/test_entity_resolution.py extended (explicit-link case, 11/11)
and a new backend/test_grid_contact_link.py integration test (init_db applies 0004,
sync populates contact_id to the right contact, re-sync is idempotent). py_compile +
frontend html.parser clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Frontend: ThesisWorkshopPage / ThesisWorkshopNode / ThesisWorkshopOptions —
the collaborative iteration screen where partners generate a variable number
of competing thesis options (1, 2, 3, A1/A2/A3 ...) for any node, give
feedback, and regenerate. Reuses the shared api() helper; flexible option
count is the core UX constraint.
Backend Architect agent (architect_agent.py) + routes shipped in dd25bbc;
this completes the user-facing surface and bumps the StartOS package to
0.1.0:49 (anthropic dep already in the image, key loaded from
/data/secrets/anthropic-api-key — self-disabling until present).
Also lands thesis seed iterations v3 and v5 (voice/messaging corrections).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
- frontend: System Status page extended with one-click index actions
(update/rebuild/find-duplicates, with live job status) and a human-in-the-loop
duplicate-review queue (approve=merge / reject=keep-separate per candidate).
- StartOS version 0.1.0:45 (image-only; schema via the in-app migration runner).
Backend + new routes verified end-to-end via the running HTTP server.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Two React-via-Babel views in the CRM SPA, reusing the existing api() helper and
conventions:
- Thesis: lists thesis lines + the in-review queue with approvals/required pills;
version detail renders throughline/pillars/claims/objections + the reviews
timeline; admin review form (approve/request-changes/comment + feedback) ->
POST /api/thesis/versions/{id}/review (the dual-approval feedback loop).
- System Status: entity counts, last index sync, thesis counts, recent activity
from the interaction log — index health visible in-app, no shell.
Backend + full approve flow verified end-to-end via the running HTTP server.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Keysat