[extensions] CRM improvements: crm_ prefix, FTS search, meeting prep, stale detection#189
Conversation
…ng prep, stale detection Implements improvements from the original proposal (NateBJones-Projects#93): - Rename all tools to crm_ prefix for namespace clarity (per maintainer agreement) - Add PostgreSQL full-text search with GIN indexes and ranked results (replaces ILIKE) - Add crm_prep_context tool for meeting prep briefings - Add crm_stale_contacts tool for relationship health monitoring - Add FTS RPC function with graceful ILIKE fallback - Bump version to 1.1.0 - Add contributor credit Co-Authored-By: claude-flow <ruv@ruv.net>
|
Hey @pintomatic — welcome to Open Brain Source! 👋 Thanks for submitting your first PR. The automated review will run shortly and check things like metadata, folder structure, and README completeness. If anything needs fixing, the review comment will tell you exactly what. Once the automated checks pass, a human admin will review for quality and clarity. Expect a response within a few days. If you have questions, check out CONTRIBUTING.md or open an issue. |
|
Thanks for the contribution, and welcome. This is a solid set of improvements to the professional-crm extension — full-text search, meeting prep, and stale-contact detection are genuinely useful additions. Checked This is a meaningful rework of a curated extension, so it is the maintainer's call. Recommend maintainer review. — Alan (community reviewer; non-binding) |
Summary
Implements improvements to the Professional CRM extension based on the original proposal in #93:
crm_prefix: Renames all 8 tools to use thecrm_prefix, as agreed by @matthallett1 in the issue thread. Cleaner namespace, consistent with how other extensions could prefix their toolscrm_search_contactsnow returns ranked results viats_rank. Graceful ILIKE fallback if the RPC function hasn't been deployed yetcrm_prep_context(new tool): Meeting prep briefing — aggregates contact profile, recent interactions, open opportunities, pending follow-ups, and relationship health into one call. The "power tool" from the original proposalcrm_stale_contacts(new tool): Finds relationships going cold — contacts with no interaction in N days, ordered by staleness. Proactive network maintenanceThese additions come from running a similar system in production (Kernal) with ~400 contacts — the meeting prep and stale detection patterns are the most-used features.
Changes
index.tscrm_*, 2 new tools added, FTS search with fallbackschema.sqlftstsvector columns, GIN indexes,crm_search_contacts_ftsRPC functionmetadata.jsonREADME.mdTest plan
crm_search_contactswith multi-word queries returns ranked resultscrm_prep_context: returns aggregated briefing for a contact with interactions + opportunitiescrm_stale_contacts: returns contacts ordered by days since last contactcrm_add_contact,crm_log_interaction, etc.) work identically to before