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feat: unified CRM system for HQ#7

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johnsonfamily1234 wants to merge 3 commits intomainfrom
feature/hq-crm
Open

feat: unified CRM system for HQ#7
johnsonfamily1234 wants to merge 3 commits intomainfrom
feature/hq-crm

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@johnsonfamily1234
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Summary

  • Contact schema + flat-file storage at workspace/crm/contacts/ with JSON schema at knowledge/hq-core/crm-schema.json
  • CRM utility library (.claude/lib/crm.js) — zero-dependency CRUD with 63 passing tests
  • CRM seeding from existing Slack, Linear, and agents.md data (8 contacts)
  • crm-manager OpsWorker with enrich-contact, clean-crm, lookup-person, add-contact skills
  • /clean-crm command for dedup, merge, enrichment with --auto flag
  • Auto-detect integration rules wired into Slack, email (/email, /checkemail), and Linear knowledge files
  • CRM-first lookup protocol — Slack and Linear now pull people data from CRM instead of hardcoded tables
  • Ephemeral UI spec for browsing contacts via /ui
  • .gitignore cleanup — workspace user data (contacts, orchestrator state, threads, reports) excluded from repo

Test plan

  • CRM utility library: 63/63 unit tests passing
  • Seed script: idempotent, tested with re-runs
  • Run /clean-crm against seeded contacts to verify dedup and enrichment flow
  • Send a Slack message and verify CRM auto-detect creates/updates contact
  • Process an email and verify CRM contact creation from participants

🤖 Generated with Claude Code

johnsonfamily1234 and others added 2 commits February 21, 2026 20:46
- Add migration script at scripts/seed-crm.js that reads contacts from:
  - knowledge/integrations/slack.md Quick Lookup Directory
  - knowledge/integrations/linear.md Key Users table
  - agents.md self-profile
- Merges identifiers across sources by name (Slack + Linear + Twitter)
- Creates 8 contact files in workspace/crm/contacts/ with full schema
- Idempotent: running twice creates no duplicates
- Updates Slack knowledge file to redirect people lookups to CRM
- Preserves channel tables and all non-people content
- Includes CRM library (US-001/US-002 foundation), schema, and tests
- 6 seed tests + 63 CRM library tests all passing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…pec (US-004–US-011)

Adds crm-manager OpsWorker with enrich/clean/lookup/add skills, /clean-crm
command for dedup and enrichment, CRM auto-detect rules in Slack/email/Linear
knowledge files, CRM-first lookup protocol, ephemeral UI spec for contact
browsing, and gitignore rules to exclude instance-specific workspace data.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Project Deployment Actions Updated (UTC)
hq Error Error Feb 23, 2026 0:42am

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