Review — CRM Activity Log, smart drafts, meetings, and reminders

flowchart LR
  A[Mixed evidence baseline] --> B[Fresh read only receipts] --> C[One trusted execution boundary]

flowchart TD
  S1[Read applicable state files and the private 2026 08 17 system map]
  S2[Collect fresh read only provider and runtime receipts]
  S1 --> S2
  S3[Label every fact live code only configured historical proposed or unknown]
  S2 --> S3
  S4[Map owners and durable keys for overlapping schedules and apps]
  S3 --> S4
  S5[Save a redacted baseline and independent validation receipt]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Fragmented email and identity] --> B[Exact once 120 day reconciliation] --> C[Trustworthy CRM history]

flowchart TD
  S1[Freeze mailbox and Activity inventories with provider IDs]
  S2[Define deterministic human email exclusions and tiered identity matching]
  S1 --> S2
  S3[Write red and green tests for dedupe aliases full bodies tags and Wise payment events]
  S2 --> S3
  S4[Produce a no write delta snapshot and unresolved queue]
  S3 --> S4
  S5[Apply only approved additive repairs and reread Notion and Missive metadata]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Unsafe disconnected drafts] --> B[Full context Missive draft skill] --> C[Reviewable reply in the right thread]

flowchart TD
  S1[Archive and inspect the existing canonical skills and mirrors]
  S2[Define the contact resolution history suppression recommendation and draft seams]
  S1 --> S2
  S3[Add red tests for do not contact booked meeting alias wrong thread and Gmail leakage]
  S2 --> S3
  S4[Implement one contact and segment invocation with Missive draft only output]
  S3 --> S4
  S5[Verify owned thread continuity sender identity readback logs parity and devbox sync]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Dual meeting stores] --> B[Canonical Activity meeting lifecycle] --> C[Parity gated legacy retirement]

flowchart TD
  S1[Rebase the existing meeting unification plan on the live schema and 120 day decision]
  S2[Define immutable meeting identity four Types lifecycle and source section contracts]
  S1 --> S2
  S3[Add red and green tests for dual source order ambiguity cancellation and late transcript]
  S2 --> S3
  S4[Build the canonical repository and dry run migration manifest]
  S3 --> S4
  S5[Prove baseline and rolling tail parity before proposing writer cutover]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Calendar events arrive late or incompletely] --> B[Event first ingestion and complete fallback] --> C[Meeting scheduled appears promptly]

flowchart TD
  S1[Verify the authoritative calendars event subscription path and existing ten minute poll]
  S2[Normalize create update replace cancel and Meet link identities]
  S1 --> S2
  S3[Add red and green tests for all four meeting Types and ambiguous classification]
  S2 --> S3
  S4[Implement synchronous app writes plus event first ingestion and checkpointed reconciliation]
  S3 --> S4
  S5[Verify owned event readback latency pagination dedupe and breach alerting]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Separate reminder intents] --> B[Shared Scheduled Emails control plane] --> C[Visible deterministic transactions]

flowchart TD
  S1[Compare existing sequence reminder send ledger and Notion contracts]
  S2[Define the minimal Scheduled Emails schema and state machine]
  S1 --> S2
  S3[Add red tests for duplicate claims cancellation races reschedule provider failure and readback]
  S2 --> S3
  S4[Implement the repository and dispatcher using existing low level primitives]
  S3 --> S4
  S5[Create the six reviewed invoice templates and verify schema state and provider thread fixtures]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Ambiguous invoice skill] --> B[Narrow create cancel and reminder skills] --> C[Safe repeatable billing operation]

flowchart TD
  S1[Load writing for agents mechanics and archive the canonical old skill]
  S2[Trace and update every active caller before renaming or retirement]
  S1 --> S2
  S3[Write red fixtures for recipient period proforma invoice storno Drive thread logging and reminders]
  S2 --> S3
  S4[Implement the two top level skills and schedule invoice reminder subskill]
  S3 --> S4
  S5[Verify no customer provider fixtures Activity logging contract Mac mirrors and devbox parity]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Wrong reminder cadence and keys] --> B[Four meeting scoped Universal Reminders] --> C[Predictable first and second call reminders]

flowchart TD
  S1[Define a durable sales call ordinal and reminder profile]
  S2[Add red tests for all four times DST eligibility late booking reschedule and cancellation]
  S1 --> S2
  S3[Extend the existing reminder calculator and meeting scoped marker contract]
  S2 --> S3
  S4[Route sends through Scheduled Emails Missive thread identity and the send ledger]
  S3 --> S4
  S5[Verify owned event fixtures race handling delivery states and zero third call reminders]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4

flowchart LR
  A[Components and runners lack one proof] --> B[Owned pilot and approval gated cutover] --> C[One verified operational system]

flowchart TD
  S1[Freeze production and provider baselines and define one way cutover gates]
  S2[Run the owned golden path and negative path acceptance matrix]
  S1 --> S2
  S3[Quarantine historical Gmail drafts and compare all overlap candidates by effect and key]
  S2 --> S3
  S4[Present the exact production delta rollback and human approval checkpoint]
  S3 --> S4
  S5[Apply only approved cutover steps once reread every provider and retain receipts]
  S4 --> S5
  S5 --> D{Evidence complete}
  D -- yes --> OUT[Verified outcome]
  D -- no --> S4