eSlider
d6b17e8819
- bin/facts/crm: prove person<->company/company<->project against ooCRM x corpus SoT (knowledge-mesh-seed.yaml), write 78 facts (root=facts) - tools/crmfacts.py + test_crm_facts.py: parser under unit tests (26 pass) - docs/crm-associations-proof.md: provable graph, mistakes, fixes - oo merge 759->763 resolves duplicate GoldenRatio.Exchange legal entity - bin/db/ssh-tunnel: "$0" self-check + accept-new/BatchMode ssh flags - AGENTS.md: document bin/facts/crm
33 lines
1.7 KiB
Markdown
33 lines
1.7 KiB
Markdown
# CRM association proof (oo CLI ↔ corpus)
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Proven with `oo` (eslider/go-onlyoffice) against the OnlyOffice portal
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(`office.produktor.io`). Portal CRM is the SSOT for company ↔ person ↔
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project associations; the corpus SoT (`eslider/cv/projects/knowledge-mesh-seed.yaml`)
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is the second, independent source. Facts that can be backed by both are
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written to the brain under `root=facts` by `bin/facts/crm`.
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## What was verified
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- Logical counts (portal MySQL): 1300 contacts = 897 persons + 404 companies,
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198 projects, 998 deals, 939 project↔contact links.
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- Every client company linked to a project has ≥1 person underneath.
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- Every person `company_id` resolves to an existing company.
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- Corpus org list (9) maps 1:1 onto CRM companies:
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ProProdukt SL / produktor.io, Dyvenia, Immowelt AG, WhereGroup,
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Keynote SIGOS, D2S/SYSTEMS, GRID, Pack und Cup, Markets Platform.
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- 78 person↔company association facts written to the brain
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(`how=crm-crosscheck`, `type=association`). Recall@5 in `bin/kb/eval` = 1.0.
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## Mistakes found
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| # | Mistake | Fix |
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|---|---------|-----|
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| 1 | Duplicate legal entity `GoldenRatio.Exchange` (contact 759) vs `Golden Ratio Exchange` (763); 3 deals (211, 287, 559) were linked to 759 | `oo contacts merge 759 763` — 763 kept, 759 removed, deal links re-pointed to 763 |
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| 2 | `env/`-wide: OnlyOffice creds file used wrong UX (user `eslider`, password with `$2` suffix) making `oo` auth fail | `.env` fixed to `eslider@gmail.com` + clean password; `.env` stays gitignored |
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## Gates after fix
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- `uv run python -m unittest discover -s tools -t .` → 26 tests OK
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- `bin/facts/audit self` + `bin/facts/audit db` → ok
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- `bin/kb/eval` → recall@5 = 1.0
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- `go test ./...` (serve/) → ok |