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Rolio Add Notes page

Reviewed shannon
rolio-add-notes

Created

Jun 26, 22:09

Started

Jun 26, 23:43

DevOps handoff

Type

Feature

Shape

ui+db

Worktree Slug

rolio-add-notes

Repositories

rolio

Release Train

—

Branch

feat/rolio-demo

Pull Request

https://github.com/amcritchie/rolio/pull/16

Local URL

—

QA URL

—

Production URL

—

demo

Acceptance Criteria

  • Notes import reframed as general Add Notes page
  • Note field auto-focuses with animated typing placeholder
  • Fathom import becomes secondary try-importing option

Expected Test Plan

No expected checks recorded.

Checks Run

  • [unit] mise x ruby@3.3.11 -- bundle exec rails test test/controllers/notes_imports_controller_test.rb -> 12 runs, 53 assertions, 0 failures
  • [unit] mise x ruby@3.3.11 -- bundle exec rails test test/controllers/notes_imports_controller_test.rb test/controllers/contacts_controller_test.rb test/controllers/imports_controller_test.rb -> 37 runs, 145 assertions, 0 failures
  • [unit] Prompt seed regression: enrich catalog matches facts-only provider contract
  • [suite] bin/rails test: 239 runs, 952 assertions, 0 failures on head 23b9fbb
  • [ci] GitHub Actions CI: completed success on feat/rolio-demo run 28274558968

Agent Context

Reframe the Fathom-transcript import into a general 'Add Notes' page. Contact-edit button 'Import from Fathom' -> 'Add Notes'. Page: primary quick-note textarea (auto-focus) + an animated typewriter PLACEHOLDER typing '{First} has Broncos season tickets' to show how simple a note is; primary 'Add Note' saves to the contact notes log (contact_notes_path). Fathom transcript extract becomes SECONDARY ('try importing a Fathom transcript'), keeping the existing extract->taxonomy->apply flow. Runs on a PARALLEL worktree feat/rolio-add-notes (off feat/rolio-demo) concurrently with Wave 2 backend, so it must NOT touch models/seeds/event files; merges into feat/rolio-demo after.

Stage Timeline

Who handled each stage, the time it took (measured), and the model / tokens / cost reported (best-effort) — plus who's on it right now. — means the agent didn't report that metric.

Sizing Avi · PO SMALL Dev SMALL Actual —
  1. Created → Designed
    G Grimer
    Grimer
    Model
    —
    Duration
    —
    Tokens
    —
    Cost
    —
    Completed Jun 26, 22:09 · about 12 hours ago
    api
  2. Designed → Building
    G Grimer
    Grimer
    Model
    claude-opus-4-8
    Duration
    under a minute
    Tokens
    2,284,236
    Cost
    ~$2.57
    Started Jun 26, 22:09
    Completed Jun 26, 22:09 · about 12 hours ago
    cli
  3. Building → Submitted
    G Grimer
    Grimer
    Model
    claude-opus-4-8
    Duration
    28 minutes
    Tokens
    58,089,910
    Cost
    ~$38.36
    Started Jun 26, 22:09
    Completed Jun 26, 22:37 · about 11 hours ago
    cli
  4. Submitted → Blocked
    —
    Model
    —
    Duration
    about 1 hour
    Tokens
    —
    Cost
    —
    Started Jun 26, 22:37
    Completed Jun 26, 23:39 · about 10 hours ago
    api
  5. Blocked → Building
    G Grimer
    Grimer
    Model
    gpt-5.5
    Duration
    4 minutes
    Tokens
    —
    Cost
    —
    Started Jun 26, 23:39
    Completed Jun 26, 23:43 · about 10 hours ago
    cli
  6. Building → Submitted
    G Grimer
    Grimer
    Model
    —
    Duration
    35 minutes
    Tokens
    —
    Cost
    —
    Started Jun 26, 23:43
    Completed Jun 27, 00:18 · about 9 hours ago
    api
  7. Submitted → Blocked
    —
    Model
    —
    Duration
    9 minutes
    Tokens
    —
    Cost
    —
    Started Jun 27, 00:18
    Completed Jun 27, 00:28 · about 9 hours ago
    api
  8. Blocked → Submitted
    G Grimer
    Grimer
    Model
    gpt-5.5
    Duration
    about 1 hour
    Tokens
    —
    Cost
    —
    Started Jun 27, 00:28
    Completed Jun 27, 01:37 · about 8 hours ago
    cli
  9. Submitted → Reviewed
    S Shannon
    Shannon primary
    C Carl
    Carl light
    Model
    gpt-5.5
    Duration
    about 3 hours
    Tokens
    4,603,676
    Cost
    ~$3.82
    Started Jun 27, 01:37
    Completed Jun 27, 04:33 · about 5 hours ago
    cli

Conversation

QA review feedback, agent handoffs, and follow-up notes for this task.

QA Feedback codex about 10 hours ago

PR #16 current head 9ff8f81 needs rework before merge. EnrichmentService.note_taxonomy caches note_extraction by contact only, so a second Fathom transcript/summary for the same contact reuses the first extraction; reproduced Denver/Broncos sample then Austin/Lakers still returning Denver/Broncos. Fix cache key/invalidation so reviewed taxonomy matches the current paste, then update PR body to include all 7 task URLs and current 231-test proof. Local review: rails test green; db:prepare/seed green; route smoke green.

Handoff codex about 9 hours ago

PR #16 rework is pushed at current head df7f678. The stale Fathom taxonomy cache blocker is fixed by transcript-digest note_extraction keys in 2cb0e59; current branch also includes the later enrich-tags split. Verification on current head: bin/rails test -> 233 runs, 907 assertions, 0 failures. Ready for re-review.

QA Feedback codex about 9 hours ago

PR #16 is not ready for QA approval yet. The admin Prompts catalog claims the enrich prompt returns facts plus public profiles, but Llm::ClaudeProvider still asks for facts only and explicitly excludes profiles. Also, PR #16 includes rolio-enrich-tags while that task is still building/claimed, and the PR targets main because Rolio has no release branch. Align the prompt/provider contract and PR scope/base before resubmitting.

Handoff codex about 9 hours ago

Focused debug found no Add Notes-specific failure. Acceptance slice is covered and green: notes_imports_controller_test 12/53, plus adjacent contacts/imports tests 37/145. The current block is collateral from shared PR #16: Enrich prompt/provider mismatch, active rolio-enrich-tags scope, and PR base/release-branch process.

Comment about 8 hours ago

Shared PR #16 rework pushed at 23b9fbb: enrich prompt/provider contract is aligned, rolio-enrich-tags is submitted on PR #16, and Rolio's standalone PR base is documented as main. Local full suite and latest GitHub Actions CI passed.

Comment about 5 hours ago

QA approved PR #16 at head 23b9fbb. Local bin/rails test passed (239 runs, 952 assertions, 0 failures), latest GitHub Actions CI run 28274558968 passed, PR is CLEAN, and main base is intentional for standalone Rolio. PR body was updated to include rolio-enrich-polish2.

Sealed-bid sizing

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