Session Overview
Built and validated a reversible Salesforce migration utility to preserve historical Dialpad call summaries in litify_pm__lit_Note__c before the Dialpad managed package is removed. The work stayed read-only against LITIFY_ORG for this session.
What Was Accomplished
- Created scripts/migrate-dialpad-call-summaries-to-litify-notes.mjs with dry-run by default, optional apply mode, scope controls for matter, intake, or both, and rollback support from a generated manifest.
- Created scripts/migrate-dialpad-call-summaries-to-litify-notes.test.mjs for the risky core logic, including note payload mapping and create/update/noop planning.
- Revalidated live target fields on litify_pm__lit_Note__c in LITIFY_ORG and confirmed the script can rely on External_Id__c, litify_pm__lit_Matter__c, litify_pm__lit_Intake__c, litify_pm__lit_Note__c, and litify_pm__lit_Topic__c.
- Ran live dry-runs for matter scope, intake scope, and rollback preview, then logged the artifact and evidence in docs/litify-environment-diary.md and OPS_LEDGER.md.
What Was Tried and Did Not Work
- A live SOQL filter attempt against Dialpad__Ai_Summary_RichText__c failed with INVALID_FIELD because Salesforce does not allow that rich-text field in WHERE predicates.
- The script was adjusted to fetch scope-matched Dialpad rows and filter summary-bearing content client-side instead of relying on unsupported SOQL filters.
Decisions Made and Reasoning
- Target object is litify_pm__lit_Note__c because Matter pages already surface Litify notes and RingSense is already using that visible pattern.
- The migration key is External_Id__c = dialpad_calllog_<Dialpad Id> so reruns stay idempotent and update the same note instead of duplicating history.
- The utility writes a rollback manifest on every run so a future apply can be reversed by deleting created notes and restoring updated notes.
- Dry-run summaries now keep applied counts at zero so the artifact does not imply live writes happened when they did not.
Files and Locations
- Script: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/scripts/migrate-dialpad-call-summaries-to-litify-notes.mjs
- Test: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/scripts/migrate-dialpad-call-summaries-to-litify-notes.test.mjs
- Matter dry run: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/output/dialpad-note-migration/2026-04-25T13-17-30-204Z
- Intake dry run: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/output/dialpad-note-migration/2026-04-25T13-17-46-840Z