For the deferred contacts <-> fundraising_contacts consolidation (ROADMAP backlog):
counts the linked (A), contacts-only (B), and pill-only (C) populations plus the
communications/opportunities repointing surface. Counts only -- no names/PII -- so it
can be run on the box's /data/crm.db without anything sensitive leaving.
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.
Collapse the inherited 6-stage opportunity funnel to the locked 4-stage
per-investor funnel (lead -> engaged -> diligence -> commitment), terminal at
commitment. Migration 0007 remaps existing stage values (outreach/meeting ->
engaged, due_diligence -> diligence, committed/funded -> commitment) and
archives the stray 'lost' value (the grid row is left intact). Inject read-only
existing_investor (total_invested>0), last_activity_at, and staleness
(''/'aging'>=30d/'stale'>=60d) into the grid GET, stripped on write. Frontend:
4-stage chip tints + Pipeline board / opp-form / mock on the new enum.
The visible desktop existing-investor star + staleness recency column + the
Stale saved view are deferred to mobile Phase 3 (data is injected + test-locked
now, so that phase stays pure-frontend). Longshot was already retired by prior
cleanup -- no-op.
Tests: test_pipeline_stages_v2.py (migration remap + derivation boundaries) +
updated grid-pipeline-link / soft-delete / nl_query; 36/36 green, render-smoke
green, fresh-DB migrate clean.
- entity_resolution: emit member_of relationship edges (contact -> investor),
so one investor entity owns many contacts (institution) and a HNWI is the N=1
case; crm_tools.get_investor_contacts + get_entity contacts/member_of; MCP tool.
- seed_synthetic: multi-contact institutions to exercise it (Harbor & Vine = 5).
- server.py: GET /api/system/status (index/entity/thesis/activity health) for an
in-app status view (no shell needed to verify the index).
- docs/thesis-seed-v1.md: grounded v1 thesis (throughline, 6 pillars, objections,
per-segment angles, voice) drawn from Ten31's newsletter/site/essays.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Keysat