feat(contacts): Contacts & Org Charts (CO) — offices, affiliations, suggestions inbox#19
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…ons, suggestions inbox)
A standalone pre-launch capability: a top-level Contacts area plus a per-org
office hierarchy (the org chart), fed by a source-agnostic suggestions inbox.
Data model (migration 0008, additive + idempotent — NOT yet applied to the
shared Supabase; pending orchestrator coordination):
* contacts — people (org-agnostic; linked via affiliations)
* offices — first-class org-chart nodes (reports-to parent; can be VACANT)
* contact_affiliations — contact ↔ org (+ optional office) with tenure history + multi-org
* contact_suggestions — source-agnostic inbox (calendar attendees now, n8n web-scan later)
Hand-added the four tables to database.types.ts (no supabase CLI available) and
added domain types in @gracie/shared (types/contact.ts).
Backend:
* apps/web/lib/data/contacts.ts — contacts/offices/affiliations/suggestions + CSV/vCard export;
setOfficeHolder encapsulates the "end prior holder" invariant; buildOfficeTree.
* REST routes under /api/contacts/**, /api/clients/[id]/{offices,org-chart,contacts/export},
/api/contact-suggestions/** — read = contacts.view (all roles), writes = editor (contacts.edit).
* Worker: nightly contact-suggestions sweep scans meetings.external_attendees (P4.1) and
upserts pending suggestions, guessing the org by domain; skips existing contacts,
pending/dismissed suggestions, and free-email. Idempotent.
Web UI (/contacts, three sections):
* All contacts — searchable list + profile drawer (details, affiliation history, add/end
affiliation, delete, CSV + vCard download).
* Org charts — org picker → visual reports-to office tree with VACANT nodes and key-vacancy
flags; add/edit/delete office, fill/vacate holder; org-wide CSV export.
* Suggestions — pending inbox with Accept (→ contact + optional affiliation) / Dismiss.
Permissions: adds contacts.view (all) + contacts.edit (editor) to PERMISSIONS + PERMISSION_MATRIX.
Viewer is strictly read-only. Bot kill-switch untouched (stays OFF).
Green gate: pnpm -w typecheck && pnpm -w lint && pnpm --filter web build all pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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Contacts & Org Charts (
CO) — a standalone pre-launch phaseA consultancy needs to know who holds which office at every client and partner (VA, etc.) and how to reach them. This adds a top-level Contacts area + a per-org office hierarchy (the org chart), plus a source-agnostic suggestions inbox fed from meeting attendees.
What's in it
is_key+ amber key-vacancy highlight).meetings.external_attendees(P4.1) and upserts pendingcontact_suggestions, guessing the org by domain. Surfaced in the Contacts area (not the calendar). Built source-agnostic so a future n8n web-scan feeds the same inbox (source='n8n_web').Data model — migration
0008_contacts_org_charts.sql(additive + idempotent)contacts,offices(reports-to parent,is_key, can be vacant),contact_affiliations(tenure + multi-org; a partial unique index enforces at most one current holder per office),contact_suggestions(source-agnostic queue with a pending-dedup index).Backend
apps/web/lib/data/contacts.ts— contacts / offices / affiliations / suggestions + CSV/vCard builders.setOfficeHolderencapsulates the end-prior-holder invariant (history preserved);buildOfficeTreebuilds the reports-to tree; office reparenting guards self-reference + cycles./api/contacts/**,/api/clients/[id]/{offices,org-chart,contacts/export},/api/contact-suggestions/**.contact-suggestions.processor.ts(nightly sweep) + queue, wired intoindex.ts. Idempotent — skips existing contacts, pending/dismissed suggestions, and free-email domains.Web UI —
/contacts(three sections)Permissions
Adds
contacts.view(all roles) +contacts.edit(editor tier) toPERMISSIONS+PERMISSION_MATRIX. Nav item + write routes gated accordingly. Viewer is strictly read-only. Bot kill-switch untouched (stays OFF).Green gate
pnpm -w typecheck✅ ·pnpm -w lint✅ ·pnpm --filter web build✅ (only the pre-existingunpdfimport-trace warning).Not in scope (per brief)
The n8n automation itself (only the queue hook), bulk CSV import, drag-and-drop org-chart reorg, migrating
clients.primary_contact*. The per-org client-detail Contacts sub-tab is left as a cheap fast-follow (components already exist).🤖 Generated with Claude Code