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docs: reconcile 03/05/README/08/09 with shipped code#266

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docs/122-222-reconcile
Jul 24, 2026
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docs: reconcile 03/05/README/08/09 with shipped code#266
MSIH merged 2 commits into
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docs/122-222-reconcile

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@MSIH MSIH commented Jul 24, 2026

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Closes #122
Closes #222

Summary

Reconcile the design/roadmap/README/setup docs with shipped code. Several features still read as backlog/future though they've shipped, and a few paths/branch refs were stale. Docs-only — no code change.

Docs changed

Reviewer notes

  • Every endpoint/script verified against code: src/server.js:784/822/835/844/855, package.json:15/23/24. /pre-doc-review: APPROVE, 0 findings.
  • Items that a docs-drift sweep flagged but were already fixed were left alone (§6 superseded banner, README MCP-tool list, gphotos-takeout fold-in). The "no hint-approval workflow" note from docs: reconcile 03-ob2-design & 05-roadmap with shipped code #122 was deliberately not added — the proposed_entities approval queue shipped, so it would be wrong.

Mark shipped features that still read as backlog (consolidation,
merge_entities, place/event kinds, proposed-entities queue, doc/photo
connectors), fix the stale /ui path and 2.0 branch refs, document the
proposed-entity review endpoints, and correct the vCard-photo row.
Refs #122, #222.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01YKt6y3Rk498eBqneiMKHpM
Copilot AI review requested due to automatic review settings July 24, 2026 21:01
@MSIH MSIH added the documentation Improvements or additions to documentation label Jul 24, 2026

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Pull request overview

Docs-only update to bring the project’s design/roadmap/README/UI docs in line with shipped server behavior and current branch/UI routing conventions, reducing drift between documented interfaces and the actual codebase.

Changes:

  • Update README CI/branch-protection references and expand documented REST surfaces (proposed-entities queue, entity photo listing, place/event entity kinds, clustering scripts).
  • Mark shipped milestones/features as shipped in the roadmap/design docs (ingest foundations, reference connectors, consolidation, merge_entities).
  • Correct contacts-prep documentation to reflect vCard PHOTO preservation into CONTACTS_RAW_DIR.

Reviewed changes

Copilot reviewed 5 out of 5 changed files in this pull request and generated 3 comments.

Show a summary per file
File Description
README.md Updates CI badge/branch refs and expands documented REST/status surfaces to match shipped features.
docs/03-ob2-design.md Adds shipped-vs-backlog and schema-drift notes; updates consolidation and UI path documentation.
docs/05-roadmap.md Marks multiple milestones/backlog items as shipped and updates UI/token path notes.
docs/08-preparing-contacts.md Updates vCard PHOTO handling to reflect shipped preservation behavior.
docs/09-contacts-ui.md Documents proposed-entity review queue endpoints and entity photo listing endpoint for the UI surface.

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Comment thread docs/09-contacts-ui.md Outdated
Comment thread docs/09-contacts-ui.md Outdated
| `GET /api/v1/entities/:id/photo` | — | image bytes (`404` if none) |
| `GET /api/v1/entities/photos` | — | contact reference-photo list for the photo-exif face matcher (#112) |

**Proposed-entity review queue** (#119/#143 — nothing becomes an entity without approval; same `/api/v1/entities` family):
Comment thread README.md Outdated

- **REST** — `POST /api/remember`, `POST /api/recall`, `POST /api/search`, `POST /api/timeline`, `POST /api/about_entity`, `GET /api/artifact/:id`
- **Entity curation** (`/api/v1/entities`, core-owned — never via a connector, see [`docs/03-ob2-design.md §7`](docs/03-ob2-design.md)) — `GET /api/v1/entities/duplicates` (rank likely-duplicate person entities by shared phone/email + name similarity; read-only), `POST /api/v1/entities/merge` (`{keep_id, absorb_id}` — tombstones the absorbed entity, never deletes it, and re-points its aliases/links/relations to the survivor), plus the contacts-UI CRUD surface — list/get, create, `PATCH` fields, add/remove aliases & relationships, and photo upload/download (all under `/api/v1/entities`, see [`docs/09-contacts-ui.md`](docs/09-contacts-ui.md)). A browser UI over these lives at `/<token>/ui/contacts.html` (token-only, #169 — see the curation note above).
- **Entity curation** (`/api/v1/entities`, core-owned — never via a connector, see [`docs/03-ob2-design.md §7`](docs/03-ob2-design.md)) — `GET /api/v1/entities/duplicates` (rank likely-duplicate person entities by shared phone/email + name similarity; read-only), `POST /api/v1/entities/merge` (`{keep_id, absorb_id}` — tombstones the absorbed entity, never deletes it, and re-points its aliases/links/relations to the survivor), plus the contacts-UI CRUD surface — list/get, create, `PATCH` fields, add/remove aliases & relationships, and photo upload/download (all under `/api/v1/entities`, see [`docs/09-contacts-ui.md`](docs/09-contacts-ui.md)). The **proposed-entity review queue** (nothing becomes an entity without approval): `GET /api/v1/entities/proposed`, `POST /api/v1/entities/proposed/:id/approve`, `POST …/proposed/:id/reject`, `POST …/proposed/stage-from-directory` (#119/#154), plus `GET /api/v1/entities/photos` (the face-match photo source, #112). A browser UI over these lives at `/<token>/ui/contacts.html` (token-only, #169 — see the curation note above).
…lot)

GET /entities/proposed returns { proposals } with ?status&limit (no
offset); soften 'nothing becomes an entity without approval' to name
the trusted POST /api/v1/entities direct-create path. Refs #222.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01YKt6y3Rk498eBqneiMKHpM
@MSIH
MSIH merged commit c0c1385 into main Jul 24, 2026
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@MSIH
MSIH deleted the docs/122-222-reconcile branch July 24, 2026 21:20
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