2afed210cb
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>
22 lines
1.1 KiB
TypeScript
22 lines
1.1 KiB
TypeScript
import { VersionInfo } from '@start9labs/start-sdk'
|
|
|
|
// Grid/contacts unification (step 1): the fundraising grid is the single front
|
|
// door. Adds a real link (fundraising_contacts.contact_id, migration 0004) from
|
|
// each grid contact "pill" to its contacts-table row — populated by the grid sync
|
|
// and backfilled once on upgrade — so entity resolution links by id instead of
|
|
// heuristic name/email matching (ending the duplicate-people class of bug). UI:
|
|
// the grid's "+ Row" is now "+ Investor"; the Contacts page is a read/search/edit
|
|
// view (new people are added from the grid). Additive migration; no data loss.
|
|
export const v_0_1_0_52 = VersionInfo.of({
|
|
version: '0.1.0:52',
|
|
releaseNotes: {
|
|
en_US: [
|
|
'Grid/contacts unification: the Fundraising Grid is now the single place to',
|
|
'add investors and contacts, each grid contact is linked to its contact record',
|
|
'by a real id (no more name-matching), and the Contacts page becomes a',
|
|
'view/search/edit list. Existing links are backfilled automatically on upgrade.',
|
|
].join(' '),
|
|
},
|
|
migrations: { up: async () => {}, down: async () => {} },
|
|
})
|