Build/Forward Track decisions, P05 execution, contact phone flow incident — 2026-04-18

Session Overview

The original prompt was Handoff C: scaffold three project folders (P05 RingCentral sync health check, P08 Party account dedup, P12 Task automation Phase 2 conditional gates) following the existing template. That part landed early.

The session then expanded substantially based on Sam's direction:

After scaffolding, Sam walked through the open decisions in each project so they could be locked in writing instead of left for the next agent. We covered all 4 P05 decisions, all 5 P08 decisions, and 3 of 7 P12 decisions before stopping P12 because of an unverified-field problem.
Sam authorized executing P05 end-to-end (read-only) and locking the DECISION.md paperwork on P08 and P12. Both ran clean.
A Salesforce flow error email arrived mid-session for Contact BeforeSave Format Phone (Apex CPU time limit exceeded). Investigated live, found 5 phone-format flows had been created/modified ~17 minutes before the error. Sam set all 5 to Obsolete; recommendation is to roll the redesign into P01.

What Was Accomplished

Three project folders fully scaffolded

P05 — RingCentral sync health check: README, INSTRUCTIONS, classify-runs.sh script, health-check template, orphan-task SOQL. Step 4d added per Sam's directive to flag unlinked tasks as P0 if found.

P08 — Party Account dedup: full scripts package including build-merge-plan.py (live SOQL plus master selection plus naming rule plus carrier-pattern detection), cluster-preflight.apex (tolerant identifying-field compare), merge-parties-batch.apex (25-pair Database.merge with active-matter guard), rename-masters-batch.apex (post-merge name update), snapshot-batch.py (pre-batch backup), and two helper scripts to populate the Apex templates from per-batch CSVs. Naming rule unit-tested against 14 real CSV examples.

P12 — Task automation Phase 2 conditional gates: scaffolded with explicit halt-at-Step-1 gate if P04 isn't live. verify-p04-foundation.py exits non-zero if any of the 9 gating fields are missing. delete-universal-tasks.apex deletes the 15 SA-Auto-Accident DMTs with a plan-name guard.

Decisions locked and documented

P05: 4 thresholds answered. P08: 5 decisions plus the naming rule. P12: 3 decisions plus the full task matrix. Q13-Q16 deferred until P04 deploys the gating fields. All written into each project's DECISION.md.

P05 health check executed end-to-end

Run classification CSV: 10 SMS + 5 Calls runs. launchd snapshot. Orphan SAIL_Call_Log audit found 491 of 1,077 records last 7 days are orphans, all created by firm staff (not the custom sync). Source is the native RingCentral-for-Salesforce integration. Health report at P05.../logs/health-check-2026-04-17.md (242 lines). Verdict: SMS degraded, Calls broken. OPS_LEDGER appended.

Contact phone flow incident triaged

Apex CPU error email at ~04:11 UTC. Investigated: 5 BeforeSave phone-format flows created/modified between 03:49 and 03:55 UTC. Root cause was 4 of 5 firing on every Contact save (filter Phone IsNull = false, not ISCHANGED), each running REGEX plus 8 SUBSTITUTEs plus 5 other formulas, on top of managed-package triggers (AllContact 527 LoC). Cumulative CPU per save broke 10s. All 5 flows now Obsolete. Recommendation: roll redesign into P01.

Memory entry saved

feedback-never-speculate-field-names.md: never propose flows / gates / SOQL using field API names from a design doc without first running sf sobject describe. Triggered after walking Sam through P12 decisions using gating field names that didn't exist live.