docs(plan): P4.1 — meetings-first orgs & multi-client calendar brief#8
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docs(plan): P4.1 — meetings-first orgs & multi-client calendar brief#8itkujo wants to merge 1 commit into
itkujo wants to merge 1 commit into
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Delegation brief for the P4 calendar redesign: ingest every meeting, domain-driven client detection, multi-client via a meeting_clients junction, clients.type (client/prospect/lead/partner/internal), a first-class Grace & Associates internal org, create-client/lead-from-meeting with retroactive domain linking, and bots for client+internal meetings. Context: P4 verified infra-healthy and all seed/test data wiped (clean slate; users + API keys kept). Migration 0004 (clients.type, client_domains, meeting_clients, meetings.is_internal/external_attendees, GA internal org) to be applied to the shared Supabase by the orchestrator at PR review. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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Delegation brief for the P4 calendar redesign — the calendar becomes the client-discovery surface.
Context (already done by the orchestrator)
jgrace@/dvelez@arecalendar_connected, kill-switch OFF (fail-safe), per-user opt-out works. The 0-meetings finding was seed-roster mismatch, not a bug.What the brief specifies
clients.type(client/prospect/lead/partner/internal),client_domains(domain→org, the match key),meeting_clientsjunction (many-to-many;meetings.client_idkept as denormalized primary),meetings.is_internal+external_attendees, seeded Grace & Associates internal org +settings.internal_email_domains.clients.typefilter blast-radius.Coordination
Migration 0004 hits the shared dev+prod Supabase — the orchestrator applies it (additive + idempotent) at build-PR review time. Kill-switch stays OFF throughout.
Brief:
docs/plan/p4.1-meetings-first-orgs.md🤖 Generated with Claude Code