Keysat 9a142954dc docs: spec organizations retirement; add email match-resolution detail ...

- ROADMAP: new "Retire organizations" cleanup — re-home email domain matching
  onto fundraising_investors (derive from contacts' email domains via a
  review-and-approve backfill), stop auto-creating investor-name-clone orgs,
  then retire the table. Third instance of the grid-is-canonical theme.
- ROADMAP: email-unification bullet gains the match-resolution detail
  (investor_id required + contact_id nullable from the link's resolved person;
  org/domain-only and classic-contact-only cases) + proposal needs a contact field.
- AGENTS.md: Current state notes the related organizations cleanup.

2026-06-21 10:21:18 -05:00

.claude

Add NL-query backend (W2): local translator + safe named-query runner

2026-06-18 18:35:41 -05:00

backend

Retire contacts.contact_type; derive Contacts status from the grid (v0.1.0:106)

2026-06-20 22:09:02 -05:00

design

Add installable PWA (Option A — iPhone-first, no service worker)

2026-06-20 08:42:29 -05:00

docs

docs: triage Matrix inbox; lead Next with contact_type retirement

2026-06-20 21:44:16 -05:00

frontend

Retire contacts.contact_type; derive Contacts status from the grid (v0.1.0:106)

2026-06-20 22:09:02 -05:00

scripts

init local package repo

2026-02-27 12:44:50 -06:00

start9

Retire contacts.contact_type; derive Contacts status from the grid (v0.1.0:106)

2026-06-20 22:09:02 -05:00

.dockerignore

Phase 0 foundation: canonical schema, ingest pipeline, CRM MCP server

2026-06-05 08:13:35 -05:00

.env.beta.example

init local package repo

2026-02-27 12:44:50 -06:00

.env.example

Add Matrix NL-query Q&A surface (W2 step 5)

2026-06-18 19:46:54 -05:00

.gitignore

Mobile Phase 6: app-wide light theme + [data-theme] toggle

2026-06-19 16:38:30 -05:00

AGENTS.md

docs: spec organizations retirement; add email match-resolution detail

2026-06-21 10:21:18 -05:00

CLAUDE.md

docs: add AGENTS.md as canonical agent guide; symlink CLAUDE.md

2026-06-12 16:23:10 -05:00

docker-compose.yml

Containerize the Matrix intake bot as a managed service (restart: unless-stopped)

2026-06-17 20:10:16 -05:00

EVALUATION.md

Harden privacy boundary and asset serving (v0.1.0:74)

2026-06-12 18:01:48 -05:00

GMAIL_INTEGRATION_ARCHITECTURE.md

Phase 0 foundation: canonical schema, ingest pipeline, CRM MCP server

2026-06-05 08:13:35 -05:00

REMOTE_BETA.md

init local package repo

2026-02-27 12:44:50 -06:00

ROADMAP.md

docs: spec organizations retirement; add email match-resolution detail

2026-06-21 10:21:18 -05:00

SECURITY.md

init local package repo

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start_beta.sh

init local package repo

2026-02-27 12:44:50 -06:00

start.sh

init local package repo

2026-02-27 12:44:50 -06:00

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