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@@ -49,11 +49,11 @@ Hermes task landing checklist:
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## Current Baseline
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- Current tracking checkpoint: 2026-06-07 P5.3d conversation bulk-action search indexing, prepared as `feat(search): index conversation bulk actions`.
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- Latest implementation checkpoint: this checkpoint, prepared as `feat(search): index conversation bulk actions`.
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- Latest documentation/tooling checkpoint: this tracker update records Meilisearch conversation reindex fan-out after account bulk-action status, assignment, snooze, and label mutations.
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- Current tracking checkpoint: 2026-06-07 P5.3e conversation maintenance search indexing, prepared as `feat(search): index conversation maintenance`.
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- Latest implementation checkpoint: this checkpoint, prepared as `feat(search): index conversation maintenance`.
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- Latest documentation/tooling checkpoint: this tracker update records Meilisearch reindex fan-out after scheduled snooze reopen, auto-resolution, and message-status maintenance mutations.
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- Plan landing status: complete for the current known Hermes plans and user-confirmed scope. Future work should update this file directly instead of opening a parallel tracker.
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- Worktree status at this implementation checkpoint: account conversation bulk actions now enqueue durable search reindex follow-ups for updated conversations, so Meilisearch documents stay fresh after bulk status/team/assignee/snooze/label mutations. This retains P5.3c contact label search indexing, P3.103 contact bulk-action parity, P3.102 enterprise account route parity, P6.1 webhook placeholder burn-down, and prior checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
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- Worktree status at this implementation checkpoint: conversation maintenance jobs now enqueue durable search reindex follow-ups after scheduled snooze reopen, auto-resolution, and outgoing message status updates, so Meilisearch conversation/message documents stay fresh after background state transitions. This retains P5.3d conversation bulk-action indexing, P5.3c contact label search indexing, P3.103 contact bulk-action parity, and prior checkpoints. Live API/browser/enterprise smoke still needs the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack.
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- Next executable implementation checkpoint: continue Phase 2/3 drift audit for the next reused-frontend mismatch, or run B12 live smoke when the full PostgreSQL/Redis/Meilisearch/GoChat/Vite/Chrome stack is available. Re-run Phase 6 placeholder audit after future route/smoke changes.
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- `go test ./...` passes when run outside the restricted socket sandbox for the latest implementation baseline; the latest docs/tooling checkpoint verified `scripts/parity_frontend_smoke.sh --check` with workspace-local temp/cache dirs after `/tmp` was full.
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- Route dump succeeds with `972` registered routes after enterprise account route tracking.
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@@ -156,6 +156,7 @@ This table is the shortest authoritative handoff view. If an older lower section
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| Priority | Workstream | Current state | Next checkpoint | Commit close rule |
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| --- | --- | --- | --- | --- |
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| 0 | P5.3e conversation maintenance search indexing | Implemented for Meilisearch maintenance-job parity: scheduled snooze reopen and account auto-resolution reindex updated conversations, message-status maintenance reindexes changed messages plus the parent conversation, and bootstrap registers search-aware maintenance handlers after the durable search indexer is wired. | Keep in Review; reopen from live Meilisearch gate, scheduled maintenance smoke, or a fresh background mutation path that changes searchable conversation/message fields without indexing. | Focused conversation maintenance search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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| 0 | P5.3d conversation bulk-action search indexing | Implemented for Meilisearch conversation bulk-action parity: `conversation:bulk_action` now reindexes updated account conversations after status, assignee, team, snooze, or label mutations, and the app registers a search-aware bulk-action runner after the durable search indexer is wired. | Keep in Review; reopen from live Meilisearch gate, conversation bulk-action search smoke, or a fresh mutation path that changes searchable conversation fields without indexing. | Focused conversation bulk-action search test passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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| 0 | P5.3c contact label search indexing | Implemented for Meilisearch contact-label parity: contact search documents now include `labels`, durable `search:index` contact replay loads current `contact_labels`/`tags`, direct contact label replacement reindexes the contact, and contact bulk-action label/delete workers enqueue search index/delete follow-ups after account-scoped side effects. | Keep in Review; reopen from live Meilisearch gate, contact label search smoke, or a fresh mutation path that changes contact labels without indexing. | Focused service/search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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| 0 | P3.103 contact bulk actions | Implemented for reused CRM contact index actions: `POST /api/v1/accounts/:account_id/bulk_actions` now normalizes Chatwoot `type`, accepts Contact payloads without requiring `action_name`, enqueues durable `contact:bulk_action` jobs on the `medium` queue, returns empty `200 OK`, applies label add/remove account-scoped through `contact_labels`/`tags`, soft-deletes only current-account selected contacts, and treats unknown contact operations as no-op success like `Contacts::BulkActionService`. | Keep in Review; reopen from B12 contacts smoke or fresh reference evidence for exact Pundit authorization, label serializer, deleted-association cleanup, or notification side effects beyond the inspected controller/service/frontend contract. | Focused BulkActionHandler tests passed; focused conversation maintenance contact bulk-action worker tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. |
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@@ -394,6 +395,7 @@ This ledger records the committed parity checkpoints that future slices should b
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| Commit | Scope | Verification summary | Follow-up state |
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| --- | --- | --- | --- |
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| `feat(search): index conversation maintenance` | Advances P5.3/B6 for mandatory Meilisearch background-maintenance parity. Scheduled snooze reopen and account auto-resolution now reindex updated conversations, message-status maintenance reindexes changed messages plus the parent conversation, and bootstrap registers search-aware maintenance handlers after durable search indexing is wired. | Focused conversation maintenance search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P5.3e to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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| `feat(search): index conversation bulk actions` | Advances P5.3/B6 for mandatory Meilisearch conversation bulk-action parity. Account conversation bulk-action worker replay now reindexes every updated conversation after bulk status/team/assignee/snooze/label changes, while the app registers the search-aware runner after durable search indexing is wired. | Focused conversation bulk-action search test passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P5.3d to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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| `feat(search): index contact labels` | Advances P5.3/B6 for mandatory Meilisearch contact label parity. Contact documents now carry label arrays, durable contact index replay preloads current label assignments, `ContactService.UpdateLabels` reindexes contacts after replacement, and contact bulk-action add/remove/delete jobs enqueue search index/delete follow-up jobs through the durable indexer. | Focused service/search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P5.3c to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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| `feat(crm): queue contact bulk actions` | Advances P3.103/P5.12 with Chatwoot contact bulk-action parity. GoChat now accepts reused frontend Contact bulk payloads for label add/remove and delete, normalizes `type` like the Rails controller, enqueues `contact:bulk_action` on the `medium` queue when a WorkerPool is configured, returns empty `200 OK`, and replays account-scoped label/delete side effects through durable workers. | Focused BulkActionHandler tests and conversation maintenance worker contact bulk-action tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change. | Move P3.103 to Review; continue Phase 2/3 drift audit, Phase 6 placeholder audit, or B12 live smoke. |
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@@ -2119,7 +2121,7 @@ Tracking table:
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| --- | --- | --- | --- | --- | --- |
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| P5.1 | Implement durable worker core and job model. | `reference/chatwoot/app/jobs/application_job.rb`, `mutex_application_job.rb` | `internal/worker/worker.go`, `internal/model/background_job.go`, `migrations/000026_add_background_jobs.*.sql` | Job table, worker persistence API, enqueue API, worker loop, retry/backoff, scheduled jobs, mutex/idempotency keys, dead-letter state, and restart pickup tests exist. | Review by `feat(worker): add durable background jobs` |
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| P5.2 | Route async dispatcher events through durable jobs. | `event_dispatcher_job.rb`, Chatwoot async dispatcher listeners | `internal/dispatch/dispatcher.go`, `internal/channel/dispatcher.go` | Heavy listeners can enqueue durable jobs without changing sync listener behavior; tests cover sync vs async routing and replay. | Review by `feat(dispatch): queue async events durably` |
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| P5.3 | Move Meilisearch indexing and reindex fan-out into retryable jobs. | Meilisearch plan plus Chatwoot callbacks/jobs that index searchable records | search services, contact/company/conversation indexing hooks | Create/update/delete/label/bulk-action indexing survives handler success, retries on Meilisearch failure, and optional live Meilisearch gate remains green. | Review by `feat(search): queue index updates durably`, `feat(search): index contact labels`, and `feat(search): index conversation bulk actions` |
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| P5.3 | Move Meilisearch indexing and reindex fan-out into retryable jobs. | Meilisearch plan plus Chatwoot callbacks/jobs that index searchable records | search services, contact/company/conversation indexing hooks | Create/update/delete/label/bulk-action/maintenance indexing survives handler success, retries on Meilisearch failure, and optional live Meilisearch gate remains green. | Review by `feat(search): queue index updates durably`, `feat(search): index contact labels`, `feat(search): index conversation bulk actions`, and `feat(search): index conversation maintenance` |
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| P5.4 | Queue automation webhook and transcript delivery. | `webhook_job.rb`, automation action execution services | `internal/automation/action_delivery.go`, `internal/automation/action_service.go` | Existing timeout/retry fakeable delivery is invoked by durable jobs; logs preserve attempt metadata and idempotency. | Review by `feat(automation): queue external action deliveries` |
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| P5.5 | Queue delayed automation actions and macro execution. | `trigger_scheduled_items_job.rb`, `macros_execution_job.rb` | automation rule listener, macro service | Delayed actions execute after schedule time if reference params exist; macro execute supports multi-conversation job fan-out, and repeated workers do not duplicate side effects. | Review by `feat(automation): queue macro and csat jobs` and `feat(automation): close delayed action parity`; current reference exposes no delayed automation action params |
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| P5.6 | Queue CSAT survey sends and channel-specific templates. | CSAT listener/services, WhatsApp/Twilio template services/jobs | `internal/automation/csat_survey_listener.go`, `internal/service/csat_template_service.go`, channel send services | Resolve-triggered CSAT send is durable; WhatsApp/Twilio template delivery and failure states are fakeable and observable. | Review by `feat(automation): queue macro and csat jobs` and `feat(csat): queue channel templates` |
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@@ -2171,10 +2173,11 @@ P5.3 current checkpoint:
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- Contact replay now also reloads current `contact_labels`/`tags` so Meilisearch contact documents carry the same label filter field used by reused CRM contact/search flows.
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- Contact label replacement and contact bulk-action label/delete jobs now reindex or delete contact documents after the label side effect, keeping Meilisearch label filters fresh.
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- Conversation bulk-action replay now reindexes every updated conversation after bulk status, assignment, team, snooze, or label mutations so conversation search documents do not stale after reused inbox bulk actions.
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- Conversation maintenance replay now reindexes updated conversations after snooze reopen and auto-resolution, and reindexes updated messages plus the parent conversation after deferred outgoing message status updates.
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- Missing records during an index replay are converted into delegate delete calls, which keeps delayed create/update jobs from resurrecting documents after a database delete.
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- Search read paths remain Meilisearch-first through `searchService`; contact and company services still use the live `SearchService` reader instead of the durable wrapper.
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- No-worker construction still falls back to synchronous indexing for focused tests and development paths that do not start the durable worker.
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- Remaining P5.3 work is limited to explicit reindex fan-out/CLI scheduling and optional live Meilisearch environment gates; normal service-layer writes, contact-label writes, and account bulk-action conversation writes are now durable.
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- Remaining P5.3 work is limited to explicit reindex fan-out/CLI scheduling and optional live Meilisearch environment gates; normal service-layer writes, contact-label writes, account bulk-action conversation writes, and scheduled maintenance writes are now durable.
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P5.3 verification:
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@@ -2800,3 +2803,4 @@ Verification milestone gates:
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- 2026-06-07: P3.103 contact bulk-action checkpoint prepared as `feat(crm): queue contact bulk actions`; audited Chatwoot `BulkActionsController`, `Contacts::BulkActionJob`, `Contacts::BulkActionService`, reused dashboard `api/bulkActions.js`, and `ContactsIndex.vue` label/delete callers. GoChat account bulk actions now accept Contact payloads for label add/remove and delete, normalize lower-case type values, enqueue durable `contact:bulk_action` jobs on the `medium` queue, return empty `200 OK`, replay account-scoped contact label add/remove through tags/contact_labels, soft-delete only selected current-account contacts, and preserve no-op success for unknown contact bulk payloads. Focused BulkActionHandler and conversation maintenance worker contact bulk-action tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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- 2026-06-07: P5.3c contact label search-index checkpoint prepared as `feat(search): index contact labels`; audited Meilisearch contact document/filter behavior, contact label endpoints, and the new contact bulk-action mutation path. GoChat contact search documents now include `labels`, durable contact index replay preloads current contact labels from `contact_labels`/`tags`, direct contact label replacement reindexes the contact, and contact bulk-action label/delete jobs enqueue search index/delete follow-ups through the durable search indexer. Focused service/search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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- 2026-06-07: P5.3d conversation bulk-action search-index checkpoint prepared as `feat(search): index conversation bulk actions`; audited the Chatwoot account `BulkActionsJob` mutation path and the P5.3 Meilisearch durability contract. GoChat conversation bulk-action worker replay now reindexes every updated account-scoped conversation after bulk status, assignee, team, snooze, or label updates, and bootstrap registers the search-aware bulk-action runner after the durable search indexer is wired. Focused conversation bulk-action search test passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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- 2026-06-07: P5.3e conversation maintenance search-index checkpoint prepared as `feat(search): index conversation maintenance`; audited Chatwoot scheduled conversation maintenance jobs and the P5.3 Meilisearch durability contract. GoChat scheduled snooze reopen and account auto-resolution jobs now reindex updated conversations, deferred outgoing message-status jobs reindex updated messages plus their parent conversation, and bootstrap registers the search-aware maintenance runner after the durable search indexer is wired. Focused conversation maintenance search tests passed; full `go test ./...` passed outside the restricted socket sandbox; `git diff --check` passed. No route artifacts change.
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