Now let me run syntax checks:


Bash

php -l /var/www/mssql.danmarcrm.com/dev1/extension2v1/public/api.php 2>&1 && php -l /var/www/mssql.danmarcrm.com/dev1/extension2v1/public/index.php 2>&1

PHP syntax check on api.php and index.php


No syntax errors detected in /var/www/mssql.danmarcrm.com/dev1/extension2v1/public/api.php
No syntax errors detected in /var/www/mssql.danmarcrm.com/dev1/extension2v1/public/index.php


Now let me test the bulk delete endpoint directly to make sure it works (with a dry check — I won't actually delete anything real):


curl -s "https://mssql.danmarcrm.com/dev1/extension2v1/public/api.php?action=delete_threads_bulk" -X POST -H "Content-Type: application/json" -d '{"thread_ids":[]}' 2>/dev/null

Test bulk delete endpoint with empty array


thread_ids array required

thread_ids array required


curl -s "https://mssql.danmarcrm.com/dev1/extension2v1/public/api.php?action=delete_threads_bulk" -X POST -H "Content-Type: application/json" -d '{"thread_ids":["NONEXISTENT_TEST_THREAD"]}' 2>/dev/null

Test bulk delete with non-existent thread ID


Good — returns success with 0 emails/analysis deleted (since thread doesn't exist). The endpoint works safely.

Let me verify the search correctly returns thread_ids that would be collected:


curl -s "https://mssql.danmarcrm.com/dev1/extension2v1/public/api.php?action=threads&search=Address+not+matched+by+Google+GeoCoding&limit=5" 2>/dev/null | python3 -c "import sys,json; d=json.load(sys.stdin); print('Total:', d['pagination']['total']); [print(t['thread_id'], '-', t['subject'][:70]) for t in d['threads']]"

Test search for "Address not matched" threads


Total: 121
1816ca98fe12a567 - Address not matched by Google GeoCoding !
18162d240a365f89 - Address not matched by Google GeoCoding !
181497a7c5ff3199 - Address not matched by Google GeoCoding !
18142bf417075172 - Address not matched by Google GeoCoding !
1813961865a2f287 - Address not matched by Google GeoCoding !


121 "Address not matched by Google GeoCoding" threads. The search finds them by subject. Now let me verify these are NOT all delta-engineering threads — some might be from other domains too. Let me check:


curl -s "https://mssql.danmarcrm.com/dev1/extension2v1/public/api.php?action=threads&search=Address+not+matched+by+Google+GeoCoding&limit=10" 2>/dev/null | python3 -c "import sys,json; d=json.load(sys.stdin); [print(t['thread_id'], '-', t.get('contact_name','?')) for t in d['threads']]"

Check contact names for GeoCoding threads


1816ca98fe12a567 - None
18162d240a365f89 - None
181497a7c5ff3199 - None
18142bf417075172 - None
1813961865a2f287 - None
181243bac1bc5eec - None
1811ffdc2e307cbf - None
18105abc4ecc6d60 - None
1810208ced0e8acb - None
180fb680ea721a77 - None


All show "None" as contact — these are system-generated notifications, not real conversation threads. Safe to delete. The user can search for them, see the count, and use "Delete All 121 Found" to wipe them.


TodoWrite

Add 'Delete All Found' button to thread search results in context builder

Adding 'Delete All Found' button to context builder thread search

Ensure delete only targets exact search-matched thread_ids (no collateral)

Verifying delete safety with exact thread_id targeting

Test the flow end-to-end


Todos have been modified successfully. Ensure that you continue to use the todo list to track your progress. Please proceed with the current tasks if applicable

Add 'Delete All Found' button to thread search results in context builder

Adding 'Delete All Found' button to context builder thread search

Ensure delete only targets exact search-matched thread_ids (no collateral)

Verifying delete safety with exact thread_id targeting

Test the flow end-to-end

Test the flow end-to-end


Here's what's been added:

**Dashboard Threads tab — "Delete All Found" button:**
- Appears only when a search/filter is active and results exist
- Shows the exact count: e.g. "Delete All 121 Found"
- Safety flow:
  1. Reads the exact same filter params you see in the search/filter bar
  2. Fetches count first, shows confirmation with filter description
  3. Double confirmation for >50 threads
  4. Collects all matching `thread_id` values page by page (100 at a time)
  5. Sends exact IDs to `delete_threads_bulk` in batches of 100
  6. Each thread deleted by exact `thread_id` — no wildcards, no regex
  7. Deletes: emails + thread_analysis + ai_query_responses for each thread
- Button disappears when no search/filter active or 0 results

**New API endpoint: `delete_threads_bulk`**
- Accepts `{"thread_ids": ["id1", "id2", ...]}`
- Safety cap: max 500 per request
- Calls `deleteThread()` for each — same safe method used by single delete

To delete those "Address not matched by Google GeoCoding" threads: search for that text in the threads search box, apply, and click the red "Delete All 121 Found" button.


we have this email chain with all team and CEO from delta engeneering. I need to get the most in deep sentiment analysis, business fails I had, pushes from delta guys, phisical analysis, everything that can help us doing better business with them and re-gain them as clients. What prompt or how/what questions to ask?


The user is asking for help crafting the best AI prompts/questions to analyze their email history with Delta Engineering. This is about how to use the existing system effectively, not about code changes. They want deep analysis covering:

1. Sentiment analysis across the email chain
2. Business failures/mistakes they made
3. Pressure tactics from Delta's side
4. Psychological analysis of the people involved
5. Actionable insights to win them back as clients

Let me first explore what agents and prompt capabilities already exist in the thread_view.php system, so I can give them the most practical advice based on what the tool actually supports.


This is a great use case for the system. Let me first check what agents, prompts, and capabilities are already built in so I can give you the most practical advice.


Task

Explore AI agents and prompts

Prompt:
I need to understand the AI agent system in thread_view.php to help the user craft the best analysis prompts. Find:

1. All AI_AGENTS defined — their names, system prompts, and quick prompts
2. The content modes available (stripped/smart/full)
3. How the two-round AI feature works — what happens in round 1 vs round 2
4. Any existing quick prompt buttons and what they contain
5. The available AI providers and models (MODEL_LIMITS)
6. How context builder threads get included in the AI request
7. Any token limits or truncation logic

Focus on /var/www/mssql.danmarcrm.com/dev1/extension2v1/public/thread_view.php

Return the full text of each agent's systemPrompt and quickPrompts so I can see exactly what analysis capabilities exist.


Explore AI agents and prompts


Perfect! Now I have all the information I need. Let me compile this into a comprehensive report for the user.

## AI Agent System in thread_view.php — Complete Analysis

I've mapped out the entire AI agent system. Here's what you need to know to craft the best analysis prompts:

---

### 1. AI AGENTS (5 Total)

All agents are defined as a JavaScript object with `name`, `icon`, `systemPrompt`, and `quickPrompts`:

#### **General Agent** (ID: `general`)
- **Icon:** 💬
- **System Prompt:** "You are a highly capable business intelligence AI assistant. Analyze the provided email conversations thoroughly. Provide clear, actionable insights. Be direct and specific."
- **Quick Prompts:**
  - "Summarize the key points"
  - "What are the action items?"
  - "What is the overall sentiment?"
  - "What should I reply?"

#### **Quotes Agent** (ID: `quote_analyst`)
- **Icon:** 💰
- **System Prompt:** "You are a pricing and quotation analyst. Focus on:
  - All quoted prices, amounts, and financial figures
  - Price changes over time and negotiation patterns
  - Scope of work vs pricing alignment
  - Competitor pricing if mentioned
  - Negotiation leverage points
  - Budget signals and willingness to pay
  Always present findings with specific numbers and dates."
- **Quick Prompts:**
  - "What prices have been quoted?"
  - "Show the negotiation history"
  - "What is the pricing trend?"
  - "What should we quote next?"

#### **Deception Agent** (ID: `deception_detector`)
- **Icon:** 🔍
- **System Prompt:** "You are a deception and inconsistency detection specialist. Analyze the emails for:
  - Contradictions between different messages
  - Promises made but not kept
  - Vague or evasive responses to direct questions
  - Sudden changes in tone or position
  - Pressure tactics or urgency manipulation
  - Information that doesn't add up
  - Omissions of relevant details
  Rate the overall deception risk as LOW/MEDIUM/HIGH with evidence."
- **Quick Prompts:**
  - "Any contradictions detected?"
  - "Rate the deception risk level"
  - "Are there broken promises?"
  - "Any pressure tactics used?"

#### **Profiler Agent** (ID: `contact_profiler`)
- **Icon:** 👤
- **System Prompt:** "You are a contact profiling specialist. Build a psychological and business profile of the contact based on their emails:
  - Communication style (formal/casual, verbose/concise)
  - Decision-making patterns
  - Negotiation style and tendencies
  - Responsiveness and reliability
  - Priorities and motivations
  - Relationship health indicators
  - Loyalty signals
  Provide specific examples from the emails to support your assessment."
- **Quick Prompts:**
  - "Build a full profile"
  - "Communication style analysis"
  - "How loyal is this contact?"
  - "What motivates them?"

#### **Composer Agent** (ID: `email_composer`)
- **Icon:** ✏
- **System Prompt:** "You are a professional email composer. Based on the conversation context:
  - Draft a professional, well-structured reply
  - Match the appropriate tone (formal/casual based on the thread)
  - Address all open questions or action items
  - Be concise but thorough
  - Include appropriate greetings and sign-offs
  Output ONLY the email draft, ready to send."
- **Quick Prompts:**
  - "Draft a reply"
  - "Write a follow-up email"
  - "Compose a polite decline"
  - "Draft a meeting request"

---

### 2. CONTENT MODES

Three processing modes affect how email body text is handled before sending to AI:

| Mode | Behavior | Use Case |
|------|----------|----------|
| **full** | Include all quoted replies in their entirety | Maximum context, costs more tokens |
| **stripped** (default) | Remove all quoted content from every email | Token-efficient, focuses on new text only |
| **smart** | Remove quotes from all emails EXCEPT the last one | Balanced: last email kept for full context |

The `stripQuotedContent()` function removes standard email quoted patterns (lines starting with `>`). If stripping leaves an email empty, it shows "(Only quoted content - no new text in this email)".

---

### 3. TWO-ROUND AI FEATURE

**Round 1 Flow:**
1. User selects providers and models
2. System builds email content using selected content mode
3. Agent system prompt is injected at the top
4. Contact memories (if any) added
5. Email content + conversation history + custom question + context threads assembled
6. Content truncated if over model limit (85% of model's context window)
7. All selected providers send requests in **parallel**
8. Each provider's response displayed in separate tabs

**Round 2 Flow (Auto-trigger if checkbox enabled):**
1. Triggered automatically after all Round 1 responses received
2. System collects all successful Round 1 responses
3. Builds new prompt: `=== ROUND 2: UNIFIED ANALYSIS ===`
4. Includes header: "You previously analyzed. Below are analyses from X different AI models. Your task: Synthesize ALL analyses into comprehensive summary. Highlight where models AGREE and DISAGREE."
5. Each Round 1 response capped at 4000 chars (truncated if longer)
6. All selected providers run in parallel again
7. Responses displayed in separate "Round 2 - Summary" container
8. Round 2 responses also saved to MongoDB with `content_mode: 'round2'`

**When enabled:** Users see both Round 1 tabs and a separate Round 2 container below.

---

### 4. AI REQUEST ASSEMBLY ORDER

The full request sent to AI is built in this order (each section optional):

1. **AI Agent Instructions** (if agent selected)
   ```
   === AI AGENT INSTRUCTIONS ===
   [agent.systemPrompt]
   === END AGENT INSTRUCTIONS ===
   ```

2. **Contact Memories** (if available)
   ```
   === KNOWN FACTS ABOUT [CONTACT NAME] ===
   - [memory fact 1]
   - [memory fact 2]
   === END KNOWN FACTS ===
   ```

3. **Email Content** (main thread)
   ```
   EMAIL THREAD CONVERSATION:
   (Content mode: [stripped/smart/full])

   [emails formatted with From, Date, Direction, Body]
   ```

4. **Conversation History** (if exists)
   ```
   === PREVIOUS CONVERSATION HISTORY ===
   (The user has asked previous questions about this email thread. Use this context for continuity.)

   --- Exchange 1 (timestamp) ---
   USER QUESTION: [previous question]
   AI RESPONSE (provider/model): [previous answer]

   === END OF PREVIOUS CONVERSATION ===
   ```

5. **Current User Question**
   ```
   CURRENT USER QUESTION:
   [user's question OR default analysis prompt]
   ```

6. **Additional Context** (if provided)
   ```
   ADDITIONAL CONTEXT:
   [user's context text]
   ```

7. **Additional Threads** (from context builder + checkboxes)
   ```
   --- ADDITIONAL THREAD 1 OF N ---
   Subject: [thread subject]
   [thread emails with stripped bodies]

   --- ADDITIONAL THREAD 2 OF N ---
   ...
   ```

Total is truncated if exceeding 85% of the smallest selected model's context limit.

---

### 5. AVAILABLE AI PROVIDERS & MODELS

**MODEL_LIMITS** (context windows) defined:

| Provider | Model | Context Limit |
|----------|-------|---|
| Anthropic | claude-opus-4-6 | 200K |
| Anthropic | claude-sonnet-4-6 | 200K |
| Anthropic | claude-sonnet-4-5-20250929 | 200K |
| Anthropic | claude-3-5-sonnet-20241022 | 200K |
| Anthropic | claude-opus-4-5-20250929 | 200K |
| Anthropic | claude-3-opus-20240229 | 200K |
| Anthropic | claude-3-5-haiku-20241022 | 200K |
| OpenAI | gpt-4o | 128K |
| OpenAI | gpt-4o-mini | 128K |
| OpenAI | gpt-4-turbo | 128K |
| OpenAI | gpt-4.1 | 1M |
| OpenAI | gpt-4.1-mini | 1M |
| OpenAI | o3 | 200K |
| OpenAI | o3-mini | 200K |
| OpenAI | o4-mini | 200K |
| Google | gemini-2.0-flash | 1M |
| Google | gemini-2.5-pro-preview-05-06 | 1M |
| Google | gemini-2.5-flash-preview-04-17 | 1M |
| xAI | grok-3 | 131K |
| xAI | grok-3-mini | 131K |
| DeepSeek | deepseek-chat | 64K |
| DeepSeek | deepseek-reasoner | 64K |
| Alibaba | qwen-max | 32K |
| Alibaba | qwen-plus | 131K |
| Mistral | mistral-large-latest | 128K |
| Cohere | command-a-03-2025 | 256K |
| Cohere | command-r-plus | 128K |

**Token Budget Rule:** System finds the **smallest** model limit from selected providers and truncates content to 85% of that limit to stay safe.

---

### 6. CONTEXT BUILDER & THREAD SELECTION

**Two ways to include additional threads:**

1. **Checkboxes** (`<input name="additional_threads[]">`): Up to 10 other threads from same contact shown via PHP
2. **Context Builder** (JavaScript panel): Search & dynamically add threads from any contact

**Assembly:**
```javascript
var additionalThreads = getSelectedThreads();  // checkbox-selected threads
var contextThreadIds = contextThreads.map(ct => ct.threadId);  // context builder threads
var allAdditionalThreads = additionalThreads.concat(contextThreadIds);  // combined
```

Each additional thread is fetched via `api.php?action=thread_for_ai&thread_id=[id]` (lightweight, returns stripped email bodies).

**Conversation History (ChatGPT-like memory):**
- Stored in `sessionStorage` with key `conversation_[thread_id]`
- Keeps last 20 Q&A pairs (`MAX_CONVERSATION_HISTORY`)
- Each exchange includes: timestamp, user question, AI response, provider, model
- Built into request between main content and user question
- Persists during page session, cleared on page reload

---

### 7. TOKEN ESTIMATION & TRUNCATION LOGIC

**Estimation formula:**
```javascript
total = emailContent.length + agentPrompt.length + question.length +
        context.length + conversationHistory.length +
        contextThreads.length * 500 + selectedCheckboxThreads.length * 5000
estimated_tokens = Math.ceil(total / 3.5)  // rough char-to-token ratio
```

**Truncation:**
- Gets smallest model limit from selected providers
- Calculates: `maxChars = Math.floor(modelLimit * 3.5 * 0.85)`
- If `fullContent.length > maxChars`, truncates and appends: `"...(Content truncated to fit model context limit of X tokens)"`
- Sets `truncated: true` in debug log

---

### 8. DEBUG LOGGING

All requests logged to `logs/ai_debug.log` (server-side) via `logAiDebug()` function with:
- type: 'request' | 'request_round2' | 'response' | 'response_round2'
- thread_id, agent, providers, models
- content_length, estimated_tokens
- question, context_threads, truncated
- first 10K chars of full_content

---

### Key Takeaways for Crafting Prompts

1. **Agent prompts are injected verbatim** — agents see the exact system prompts defined above
2. **Contact memories appear right after agent instructions** — useful for context
3. **Quotes agent specializes in price tracking** — focus on negotiation history and financial patterns
4. **Deception agent wants evidence-based ratings** — LOW/MEDIUM/HIGH with proof
5. **Profiler wants specific examples** — reference actual email quotes
6. **Composer outputs draft-ready text** — no analysis wrapper
7. **Default question (if user leaves blank)**: "Please analyze... 1. Key points 2. Sentiment 3. Red flags 4. Next steps"
8. **Round 2 synthesis** — models see all Round 1 answers and must identify agreement/disagreement
9. **Content modes drastically affect token usage** — "stripped" saves ~60% vs "full"
10. **Additional threads fetched dynamically** — useful for comparative analysis across same contact's history

---

**File location:** `/var/www/mssql.danmarcrm.com/dev1/extension2v1/public/thread_view.php` (lines 1461-3326 contain all AI agent logic)

agentId: a601778 (for resuming to continue this agent's work if needed)
<usage>total_tokens: 38664
tool_uses: 15
duration_ms: 64210</usage>

Prompt:
I need to understand the AI agent system in thread_view.php to help the user craft the best analysis prompts. Find:

1. All AI_AGENTS defined — their names, system prompts, and quick prompts
2. The content modes available (stripped/smart/full)
3. How the two-round AI feature works — what happens in round 1 vs round 2
4. Any existing quick prompt buttons and what they contain
5. The available AI providers and models (MODEL_LIMITS)
6. How context builder threads get included in the AI request
7. Any token limits or truncation logic

Focus on /var/www/mssql.danmarcrm.com/dev1/extension2v1/public/thread_view.php

Return the full text of each agent's systemPrompt and quickPrompts so I can see exactly what analysis capabilities exist.


The user wants strategic advice on how to use their AI system to analyze the Delta Engineering email chain. This isn't a code change request — it's about crafting the best prompts and using the existing features effectively. Let me write practical advice in the plan file about how to use the system for this analysis.

Actually, wait — this is plan mode, and the user is asking for advice on how to use the system, not asking for code changes. This isn't really a "plan for implementation" scenario. But I'm in plan mode, so I need to work within that constraint. Let me write the advice to the plan file and present it.

Actually, let me think about this differently.

The user is asking for guidance on what prompts to use and what questions to ask — this is about strategy for analyzing the email chain with the existing system. Since I'm in plan mode, I'll create a comprehensive strategy document that outlines effective prompts and questioning approaches for extracting insights from the Delta Engineering emails.


Now I have a complete picture of your AI agent system. Let me write you a comprehensive analysis strategy.


     1→# Plan: Dashboard Enhancements — Delete, Filters, Sync, Charts, Model Updates
     2→
     3→## Context
     4→
     5→User tested the Two-Round AI feature and is happy with it. Now requests 10 enhancements covering: delete functionality, sorting, filters, contact name fix, sync-by-domain, bulk delete, Chrome extension manual mode, D3.js charts, Products tab hiding, and AI model version updates.
     6→
     7→## Execution Order (6 Phases, quick wins first)
     8→
     9→---
    10→
    11→### PHASE 1: Trivial Changes
    12→
    13→#### Task 9: Hide Products Tab
    14→- **File:** `public/index.php`
    15→- Comment out the Products tab button (`<button class="tab-btn" data-tab="products">`)
    16→- Leave `product_search.php` and the tab content div intact
    17→
    18→#### Task 10: Update AI Model Versions
    19→- **File:** `aiapi/api_opus/config/api_keys.php` — Add `claude-opus-4-6` and `claude-sonnet-4-6` to Claude provider models, update `default_model` to `claude-sonnet-4-6`, add pricing entries
    20→- **File:** `public/thread_view.php` — Add new models to `MODEL_LIMITS` JS constant
    21→- **File:** `config/config.php` — Update `CLAUDE_MODEL` constant to `claude-sonnet-4-6`
    22→- Also update `extension2/aiapi/api_opus/config/api_keys.php` to stay in sync
    23→
    24→---
    25→
    26→### PHASE 2: Delete Functionality (Tasks 1 + 6)
    27→
    28→#### Task 1: Delete Contacts, Threads, AI Responses
    29→
    30→**Backend (api.php + QueryAdapter.php):**
    31→- Add `delete_contact` endpoint → calls new `QueryAdapter::deleteContact($contactId)` which cascades: deletes emails, thread_analysis (for threads with no remaining emails), contact_profiles, ai_contact_memory, ai_query_responses, and the contact record
    32→- Add `delete_thread` endpoint → calls new `QueryAdapter::deleteThread($threadId)` which deletes all emails for that thread_id, thread_analysis, and ai_query_responses referencing the thread
    33→- Add `delete_ai_response` endpoint → deletes single document from `ai_query_responses` by `_id`
    34→
    35→**Frontend:**
    36→- `app.js` — Add delete buttons in contacts list actions column and threads list. Add `deleteContact()` and `deleteThread()` JS functions with confirmation dialogs
    37→- `thread_view.php` — Add delete button next to each saved AI response. Add `deleteAiResponse()` JS function that removes the DOM element on success
    38→
    39→#### Task 6: Bulk Delete Threads by Email/Domain
    40→- **api.php** — Add `delete_threads_by_email` endpoint accepting `email` or `domain` param
    41→- **QueryAdapter.php** — Add `deleteThreadsByEmail($email, $domain)` method: finds all emails matching address/domain via aggregation, collects unique thread_ids, calls `deleteThread()` for each
    42→- **app.js** — Add `deleteThreadsByEmail()` JS function, accessible from contact actions or a cleanup section
    43→
    44→---
    45→
    46→### PHASE 3: Sorting & Filters (Tasks 2 + 3)
    47→
    48→#### Task 2: Sort by Last Activity
    49→- **index.php** — Add sort dropdowns to Contacts toolbar (`Name A-Z / Z-A / Last Activity Newest / Oldest`) and Threads toolbar (`Last Activity / Most Emails / Newest Thread`)
    50→- **app.js** — Read sort dropdown values in `loadContacts()` and `loadEmails()`, pass `sort` and `order` params to API
    51→- **api.php** — Pass sort/order params through to QueryAdapter methods
    52→- **QueryAdapter.php** — `getThreadsMongo()`: make sort field dynamic (already sorts by `last_date`, make it accept param). `getContactsWithProfilesMongo()`: add `$lookup` to emails to compute `last_contact` date for sorting
    53→
    54→#### Task 3: Filters
    55→- **index.php** — Add filter bar to Contacts tab (date range picker for last activity) and Threads tab (contact name, date range, analysis status dropdown)
    56→- **app.js** — Read filter values in `loadContacts()` and `loadEmails()`, pass as API params. Add `clearContactFilters()` and `clearThreadFilters()` functions
    57→- **api.php** — Pass filter params (date_from, date_to, contact_name, status) to QueryAdapter
    58→- **QueryAdapter.php** — Add date range filtering to `getThreadsMongo()` match stage. Add contact_name pre-query (find matching contact_ids, add to `$in` filter). Add status filtering
    59→
    60→---
    61→
    62→### PHASE 4: Bug Fix (Task 4)
    63→
    64→#### Task 4: Fix "Etienne Turner" Thread Linkage
    65→The previous fix weights inbound contacts 2x, but has a gap: for outbound-only threads, `from_email` is always the user so all contacts get skipped.
    66→
    67→**Fix in QueryAdapter.php `getThreadsMongo()`:**
    68→- In `$group` stage: push `to_email` alongside `from_email` into `all_contacts` array:
    69→  `'all_contacts' => ['$push' => ['cid' => '$contact_id', 'from' => '$from_email', 'to' => '$to_email', 'dir' => '$direction']]`
    70→- In post-processing: for outbound emails, consider `to_email` (the recipient) as the external contact, weight 1x. For inbound, consider `from_email` (the sender), weight 2x
    71→- Add fallback: if still null, look up contact by `to_email` from first outbound email
    72→
    73→---
    74→
    75→### PHASE 5: New Features (Tasks 5 + 8)
    76→
    77→#### Task 5: Sync by Domain/Email Address
    78→Two-step flow: Search Gmail → Preview results → Import selected threads.
    79→
    80→- **index.php** — Add "Import Threads by Email/Domain" panel in dashboard with input field and search button, results container showing found threads with checkboxes and "Import All New" button
    81→- **api.php** — Add `search_gmail_threads` endpoint: builds Gmail search query (`from:@domain OR to:@domain`), calls `GmailClient::searchThreads()`, checks which are already imported. Add `import_gmail_threads` endpoint: loops through selected thread_ids, reuses existing sync_thread logic to import each
    82→- **app.js** — Add `searchByDomain()` and `importAllDomainThreads()` functions
    83→- **GmailClient.php** — Verify `searchThreads()` method exists and returns thread ID + snippet (confirmed: line 577)
    84→
    85→#### Task 8: D3.js Interactive Chart for AI Responses
    86→- **thread_view.php** — Add D3.js v7 CDN in `<head>`
    87→- Add "Generate Chart" button after AI response display
    88→- Add `#d3-chart-container` div with 600px height, tooltip overlay
    89→- `generateChart()` function: takes latest AI response text, sends to AI (via api_opus proxy) asking for structured JSON `{nodes: [{id, label, type, details}], links: [{source, target, label, strength}]}`
    90→- `renderD3Chart(data)` function: creates SVG with force-directed graph, color-coded nodes (person=blue, company=green, topic=yellow, event=red), directional arrows, labels, drag/zoom/pan, hover tooltips
    91→
    92→---
    93→
    94→### PHASE 6: Notes Only (Task 7)
    95→
    96→#### Task 7: Chrome Extension Manual-Only Mode
    97→Chrome extension is on user's local Mac — cannot edit directly from server. Will provide code specifications:
    98→- `popup.html/popup.js`: Add "Auto-sync / Manual only" toggle, stored in `chrome.storage.local`
    99→- `background.js`: Check syncMode before auto-syncing, skip if manual
   100→- `content.js`: In manual mode, inject floating "Sync this thread" button in Gmail UI
   101→
   102→---
   103→
   104→## Files Modified (Summary)
   105→
   106→| File | Tasks | Key Changes |
   107→|------|-------|-------------|
   108→| `public/api.php` | 1, 2, 3, 5, 6 | 6 new endpoints (delete_contact, delete_thread, delete_ai_response, delete_threads_by_email, search_gmail_threads, import_gmail_threads), sort/filter param passing |
   109→| `src/QueryAdapter.php` | 1, 2, 3, 4, 6 | 3 new methods (deleteContact, deleteThread, deleteThreadsByEmail), sort/filter support, fix all_contacts aggregation |
   110→| `public/assets/app.js` | 1, 2, 3, 5, 6 | Delete functions, sort/filter wiring, domain search/import, clear filter functions |
   111→| `public/index.php` | 2, 3, 5, 9 | Sort dropdowns, filter bars, sync-by-domain panel, hide Products tab |
   112→| `public/thread_view.php` | 1, 8, 10 | Delete button for saved responses, D3.js chart feature, MODEL_LIMITS update |
   113→| `config/config.php` | 10 | CLAUDE_MODEL constant update |
   114→| `aiapi/api_opus/config/api_keys.php` | 10 | New Claude model entries + pricing |
   115→
   116→## Verification
   117→
   118→1. **Products tab**: Hidden from navigation, product_search.php still accessible directly
   119→2. **AI models**: Claude Opus 4.6 / Sonnet 4.6 appear in provider dropdowns
   120→3. **Delete contact**: Click delete → confirm → contact + all associated data removed, lists refresh
   121→4. **Delete thread**: Click delete → confirm → thread + emails + analysis removed
   122→5. **Delete AI response**: Click delete in thread_view → response row removed
   123→6. **Bulk delete**: Enter email/domain → all matching threads deleted
   124→7. **Sort**: Change sort dropdown → contacts/threads re-sort by last activity
   125→8. **Filters**: Set date range / status → filtered results appear, Clear resets
   126→9. **Contact name**: Threads show correct primary contact (not all "Etienne Turner")
   127→10. **Sync by domain**: Enter domain → Gmail searched → preview shown → import selected → threads appear in dashboard
   128→11. **D3.js chart**: Click "Generate Chart" → AI produces JSON → interactive force graph rendered with drag/zoom
   129→12. **PHP syntax**: `php -l` passes on all modified PHP files
   130→

# Plan: Dashboard Enhancements — Delete, Filters, Sync, Charts, Model Updates

## Context

User tested the Two-Round AI feature and is happy with it. Now requests 10 enhancements covering: delete functionality, sorting, filters, contact name fix, sync-by-domain, bulk delete, Chrome extension manual mode, D3.js charts, Products tab hiding, and AI model version updates.

## Execution Order (6 Phases, quick wins first)

---

### PHASE 1: Trivial Changes

#### Task 9: Hide Products Tab
- **File:** `public/index.php`
- Comment out the Products tab button (`<button class="tab-btn" data-tab="products">`)
- Leave `product_search.php` and the tab content div intact

#### Task 10: Update AI Model Versions
- **File:** `aiapi/api_opus/config/api_keys.php` — Add `claude-opus-4-6` and `claude-sonnet-4-6` to Claude provider models, update `default_model` to `claude-sonnet-4-6`, add pricing entries
- **File:** `public/thread_view.php` — Add new models to `MODEL_LIMITS` JS constant
- **File:** `config/config.php` — Update `CLAUDE_MODEL` constant to `claude-sonnet-4-6`
- Also update `extension2/aiapi/api_opus/config/api_keys.php` to stay in sync

---

### PHASE 2: Delete Functionality (Tasks 1 + 6)

#### Task 1: Delete Contacts, Threads, AI Responses

**Backend (api.php + QueryAdapter.php):**
- Add `delete_contact` endpoint → calls new `QueryAdapter::deleteContact($contactId)` which cascades: deletes emails, thread_analysis (for threads with no remaining emails), contact_profiles, ai_contact_memory, ai_query_responses, and the contact record
- Add `delete_thread` endpoint → calls new `QueryAdapter::deleteThread($threadId)` which deletes all emails for that thread_id, thread_analysis, and ai_query_responses referencing the thread
- Add `delete_ai_response` endpoint → deletes single document from `ai_query_responses` by `_id`

**Frontend:**
- `app.js` — Add delete buttons in contacts list actions column and threads list. Add `deleteContact()` and `deleteThread()` JS functions with confirmation dialogs
- `thread_view.php` — Add delete button next to each saved AI response. Add `deleteAiResponse()` JS function that removes the DOM element on success

#### Task 6: Bulk Delete Threads by Email/Domain
- **api.php** — Add `delete_threads_by_email` endpoint accepting `email` or `domain` param
- **QueryAdapter.php** — Add `deleteThreadsByEmail($email, $domain)` method: finds all emails matching address/domain via aggregation, collects unique thread_ids, calls `deleteThread()` for each
- **app.js** — Add `deleteThreadsByEmail()` JS function, accessible from contact actions or a cleanup section

---

### PHASE 3: Sorting & Filters (Tasks 2 + 3)

#### Task 2: Sort by Last Activity
- **index.php** — Add sort dropdowns to Contacts toolbar (`Name A-Z / Z-A / Last Activity Newest / Oldest`) and Threads toolbar (`Last Activity / Most Emails / Newest Thread`)
- **app.js** — Read sort dropdown values in `loadContacts()` and `loadEmails()`, pass `sort` and `order` params to API
- **api.php** — Pass sort/order params through to QueryAdapter methods
- **QueryAdapter.php** — `getThreadsMongo()`: make sort field dynamic (already sorts by `last_date`, make it accept param). `getContactsWithProfilesMongo()`: add `$lookup` to emails to compute `last_contact` date for sorting

#### Task 3: Filters
- **index.php** — Add filter bar to Contacts tab (date range picker for last activity) and Threads tab (contact name, date range, analysis status dropdown)
- **app.js** — Read filter values in `loadContacts()` and `loadEmails()`, pass as API params. Add `clearContactFilters()` and `clearThreadFilters()` functions
- **api.php** — Pass filter params (date_from, date_to, contact_name, status) to QueryAdapter
- **QueryAdapter.php** — Add date range filtering to `getThreadsMongo()` match stage. Add contact_name pre-query (find matching contact_ids, add to `$in` filter). Add status filtering

---

### PHASE 4: Bug Fix (Task 4)

#### Task 4: Fix "Etienne Turner" Thread Linkage
The previous fix weights inbound contacts 2x, but has a gap: for outbound-only threads, `from_email` is always the user so all contacts get skipped.

**Fix in QueryAdapter.php `getThreadsMongo()`:**
- In `$group` stage: push `to_email` alongside `from_email` into `all_contacts` array:
  `'all_contacts' => ['$push' => ['cid' => '$contact_id', 'from' => '$from_email', 'to' => '$to_email', 'dir' => '$direction']]`
- In post-processing: for outbound emails, consider `to_email` (the recipient) as the external contact, weight 1x. For inbound, consider `from_email` (the sender), weight 2x
- Add fallback: if still null, look up contact by `to_email` from first outbound email

---

### PHASE 5: New Features (Tasks 5 + 8)

#### Task 5: Sync by Domain/Email Address
Two-step flow: Search Gmail → Preview results → Import selected threads.

- **index.php** — Add "Import Threads by Email/Domain" panel in dashboard with input field and search button, results container showing found threads with checkboxes and "Import All New" button
- **api.php** — Add `search_gmail_threads` endpoint: builds Gmail search query (`from:@domain OR to:@domain`), calls `GmailClient::searchThreads()`, checks which are already imported. Add `import_gmail_threads` endpoint: loops through selected thread_ids, reuses existing sync_thread logic to import each
- **app.js** — Add `searchByDomain()` and `importAllDomainThreads()` functions
- **GmailClient.php** — Verify `searchThreads()` method exists and returns thread ID + snippet (confirmed: line 577)

#### Task 8: D3.js Interactive Chart for AI Responses
- **thread_view.php** — Add D3.js v7 CDN in `<head>`
- Add "Generate Chart" button after AI response display
- Add `#d3-chart-container` div with 600px height, tooltip overlay
- `generateChart()` function: takes latest AI response text, sends to AI (via api_opus proxy) asking for structured JSON `{nodes: [{id, label, type, details}], links: [{source, target, label, strength}]}`
- `renderD3Chart(data)` function: creates SVG with force-directed graph, color-coded nodes (person=blue, company=green, topic=yellow, event=red), directional arrows, labels, drag/zoom/pan, hover tooltips

---

### PHASE 6: Notes Only (Task 7)

#### Task 7: Chrome Extension Manual-Only Mode
Chrome extension is on user's local Mac — cannot edit directly from server. Will provide code specifications:
- `popup.html/popup.js`: Add "Auto-sync / Manual only" toggle, stored in `chrome.storage.local`
- `background.js`: Check syncMode before auto-syncing, skip if manual
- `content.js`: In manual mode, inject floating "Sync this thread" button in Gmail UI

---

## Files Modified (Summary)

| File | Tasks | Key Changes |
|------|-------|-------------|
| `public/api.php` | 1, 2, 3, 5, 6 | 6 new endpoints (delete_contact, delete_thread, delete_ai_response, delete_threads_by_email, search_gmail_threads, import_gmail_threads), sort/filter param passing |
| `src/QueryAdapter.php` | 1, 2, 3, 4, 6 | 3 new methods (deleteContact, deleteThread, deleteThreadsByEmail), sort/filter support, fix all_contacts aggregation |
| `public/assets/app.js` | 1, 2, 3, 5, 6 | Delete functions, sort/filter wiring, domain search/import, clear filter functions |
| `public/index.php` | 2, 3, 5, 9 | Sort dropdowns, filter bars, sync-by-domain panel, hide Products tab |
| `public/thread_view.php` | 1, 8, 10 | Delete button for saved responses, D3.js chart feature, MODEL_LIMITS update |
| `config/config.php` | 10 | CLAUDE_MODEL constant update |
| `aiapi/api_opus/config/api_keys.php` | 10 | New Claude model entries + pricing |

## Verification

1. **Products tab**: Hidden from navigation, product_search.php still accessible directly
2. **AI models**: Claude Opus 4.6 / Sonnet 4.6 appear in provider dropdowns
3. **Delete contact**: Click delete → confirm → contact + all associated data removed, lists refresh
4. **Delete thread**: Click delete → confirm → thread + emails + analysis removed
5. **Delete AI response**: Click delete in thread_view → response row removed
6. **Bulk delete**: Enter email/domain → all matching threads deleted
7. **Sort**: Change sort dropdown → contacts/threads re-sort by last activity
8. **Filters**: Set date range / status → filtered results appear, Clear resets
9. **Contact name**: Threads show correct primary contact (not all "Etienne Turner")
10. **Sync by domain**: Enter domain → Gmail searched → preview shown → import selected → threads appear in dashboard
11. **D3.js chart**: Click "Generate Chart" → AI produces JSON → interactive force graph rendered with drag/zoom
12. **PHP syntax**: `php -l` passes on all modified PHP files


Edit

# Plan: Dashboard Enhancements — Delete, Filters, Sync, Charts, Model Updates

## Context

User tested the Two-Round AI feature and is happy with it. Now requests 10 enhancements covering: delete functionality, sorting, filters, contact name fix, sync-by-domain, bulk delete, Chrome extension manual mode, D3.js charts, Products tab hiding, and AI model version updates.

## Execution Order (6 Phases, quick wins first)

---

### PHASE 1: Trivial Changes

#### Task 9: Hide Products Tab
- **File:** `public/index.php`
- Comment out the Products tab button (`<button class="tab-btn" data-tab="products">`)
- Leave `product_search.php` and the tab content div intact

#### Task 10: Update AI Model Versions
- **File:** `aiapi/api_opus/config/api_keys.php` — Add `claude-opus-4-6` and `claude-sonnet-4-6` to Claude provider models, update `default_model` to `claude-sonnet-4-6`, add pricing entries
- **File:** `public/thread_view.php` — Add new models to `MODEL_LIMITS` JS constant
- **File:** `config/config.php` — Update `CLAUDE_MODEL` constant to `claude-sonnet-4-6`
- Also update `extension2/aiapi/api_opus/config/api_keys.php` to stay in sync

---

### PHASE 2: Delete Functionality (Tasks 1 + 6)

#### Task 1: Delete Contacts, Threads, AI Responses

**Backend (api.php + QueryAdapter.php):**
- Add `delete_contact` endpoint → calls new `QueryAdapter::deleteContact($contactId)` which cascades: deletes emails, thread_analysis (for threads with no remaining emails), contact_profiles, ai_contact_memory, ai_query_responses, and the contact record
- Add `delete_thread` endpoint → calls new `QueryAdapter::deleteThread($threadId)` which deletes all emails for that thread_id, thread_analysis, and ai_query_responses referencing the thread
- Add `delete_ai_response` endpoint → deletes single document from `ai_query_responses` by `_id`

**Frontend:**
- `app.js` — Add delete buttons in contacts list actions column and threads list. Add `deleteContact()` and `deleteThread()` JS functions with confirmation dialogs
- `thread_view.php` — Add delete button next to each saved AI response. Add `deleteAiResponse()` JS function that removes the DOM element on success

#### Task 6: Bulk Delete Threads by Email/Domain
- **api.php** — Add `delete_threads_by_email` endpoint accepting `email` or `domain` param
- **QueryAdapter.php** — Add `deleteThreadsByEmail($email, $domain)` method: finds all emails matching address/domain via aggregation, collects unique thread_ids, calls `deleteThread()` for each
- **app.js** — Add `deleteThreadsByEmail()` JS function, accessible from contact actions or a cleanup section

---

### PHASE 3: Sorting & Filters (Tasks 2 + 3)

#### Task 2: Sort by Last Activity
- **index.php** — Add sort dropdowns to Contacts toolbar (`Name A-Z / Z-A / Last Activity Newest / Oldest`) and Threads toolbar (`Last Activity / Most Emails / Newest Thread`)
- **app.js** — Read sort dropdown values in `loadContacts()` and `loadEmails()`, pass `sort` and `order` params to API
- **api.php** — Pass sort/order params through to QueryAdapter methods
- **QueryAdapter.php** — `getThreadsMongo()`: make sort field dynamic (already sorts by `last_date`, make it accept param). `getContactsWithProfilesMongo()`: add `$lookup` to emails to compute `last_contact` date for sorting

#### Task 3: Filters
- **index.php** — Add filter bar to Contacts tab (date range picker for last activity) and Threads tab (contact name, date range, analysis status dropdown)
- **app.js** — Read filter values in `loadContacts()` and `loadEmails()`, pass as API params. Add `clearContactFilters()` and `clearThreadFilters()` functions
- **api.php** — Pass filter params (date_from, date_to, contact_name, status) to QueryAdapter
- **QueryAdapter.php** — Add date range filtering to `getThreadsMongo()` match stage. Add contact_name pre-query (find matching contact_ids, add to `$in` filter). Add status filtering

---

### PHASE 4: Bug Fix (Task 4)

#### Task 4: Fix "Etienne Turner" Thread Linkage
The previous fix weights inbound contacts 2x, but has a gap: for outbound-only threads, `from_email` is always the user so all contacts get skipped.

**Fix in QueryAdapter.php `getThreadsMongo()`:**
- In `$group` stage: push `to_email` alongside `from_email` into `all_contacts` array:
  `'all_contacts' => ['$push' => ['cid' => '$contact_id', 'from' => '$from_email', 'to' => '$to_email', 'dir' => '$direction']]`
- In post-processing: for outbound emails, consider `to_email` (the recipient) as the external contact, weight 1x. For inbound, consider `from_email` (the sender), weight 2x
- Add fallback: if still null, look up contact by `to_email` from first outbound email

---

### PHASE 5: New Features (Tasks 5 + 8)

#### Task 5: Sync by Domain/Email Address
Two-step flow: Search Gmail → Preview results → Import selected threads.

- **index.php** — Add "Import Threads by Email/Domain" panel in dashboard with input field and search button, results container showing found threads with checkboxes and "Import All New" button
- **api.php** — Add `search_gmail_threads` endpoint: builds Gmail search query (`from:@domain OR to:@domain`), calls `GmailClient::searchThreads()`, checks which are already imported. Add `import_gmail_threads` endpoint: loops through selected thread_ids, reuses existing sync_thread logic to import each
- **app.js** — Add `searchByDomain()` and `importAllDomainThreads()` functions
- **GmailClient.php** — Verify `searchThreads()` method exists and returns thread ID + snippet (confirmed: line 577)

#### Task 8: D3.js Interactive Chart for AI Responses
- **thread_view.php** — Add D3.js v7 CDN in `<head>`
- Add "Generate Chart" button after AI response display
- Add `#d3-chart-container` div with 600px height, tooltip overlay
- `generateChart()` function: takes latest AI response text, sends to AI (via api_opus proxy) asking for structured JSON `{nodes: [{id, label, type, details}], links: [{source, target, label, strength}]}`
- `renderD3Chart(data)` function: creates SVG with force-directed graph, color-coded nodes (person=blue, company=green, topic=yellow, event=red), directional arrows, labels, drag/zoom/pan, hover tooltips

---

### PHASE 6: Notes Only (Task 7)

#### Task 7: Chrome Extension Manual-Only Mode
Chrome extension is on user's local Mac — cannot edit directly from server. Will provide code specifications:
- `popup.html/popup.js`: Add "Auto-sync / Manual only" toggle, stored in `chrome.storage.local`
- `background.js`: Check syncMode before auto-syncing, skip if manual
- `content.js`: In manual mode, inject floating "Sync this thread" button in Gmail UI

---

## Files Modified (Summary)

| File | Tasks | Key Changes |
|------|-------|-------------|
| `public/api.php` | 1, 2, 3, 5, 6 | 6 new endpoints (delete_contact, delete_thread, delete_ai_response, delete_threads_by_email, search_gmail_threads, import_gmail_threads), sort/filter param passing |
| `src/QueryAdapter.php` | 1, 2, 3, 4, 6 | 3 new methods (deleteContact, deleteThread, deleteThreadsByEmail), sort/filter support, fix all_contacts aggregation |
| `public/assets/app.js` | 1, 2, 3, 5, 6 | Delete functions, sort/filter wiring, domain search/import, clear filter functions |
| `public/index.php` | 2, 3, 5, 9 | Sort dropdowns, filter bars, sync-by-domain panel, hide Products tab |
| `public/thread_view.php` | 1, 8, 10 | Delete button for saved responses, D3.js chart feature, MODEL_LIMITS update |
| `config/config.php` | 10 | CLAUDE_MODEL constant update |
| `aiapi/api_opus/config/api_keys.php` | 10 | New Claude model entries + pricing |

## Verification

1. **Products tab**: Hidden from navigation, product_search.php still accessible directly
2. **AI models**: Claude Opus 4.6 / Sonnet 4.6 appear in provider dropdowns
3. **Delete contact**: Click delete → confirm → contact + all associated data removed, lists refresh
4. **Delete thread**: Click delete → confirm → thread + emails + analysis removed
5. **Delete AI response**: Click delete in thread_view → response row removed
6. **Bulk delete**: Enter email/domain → all matching threads deleted
7. **Sort**: Change sort dropdown → contacts/threads re-sort by last activity
8. **Filters**: Set date range / status → filtered results appear, Clear resets
9. **Contact name**: Threads show correct primary contact (not all "Etienne Turner")
10. **Sync by domain**: Enter domain → Gmail searched → preview shown → import selected → threads appear in dashboard
11. **D3.js chart**: Click "Generate Chart" → AI produces JSON → interactive force graph rendered with drag/zoom
12. **PHP syntax**: `php -l` passes on all modified PHP files

# Delta Engineering Deep Analysis — Prompt Strategy Guide

## Context

You have ~296 email threads with Delta Engineering (delta-engineering.be) involving the full team and CEO. Goal: deep analysis to understand what went wrong, identify business mistakes, detect pressure tactics, profile key people psychologically, and develop a strategy to re-gain them as clients.

## Pre-Requisites: Clean Up First

1. **Delete junk threads first** — Search "Address not matched by Google GeoCoding" in dashboard threads → "Delete All 121 Found" to remove noise
2. **Set content mode to "stripped"** — saves tokens, removes redundant quoted replies (the system already strips quotes for additional threads via `thread_for_ai`)

---

## Recommended Analysis Strategy: 5-Round Deep Dive

### Step 1: Pick a Key Thread & Add ALL Delta Threads as Context

1. Open the most important/recent Delta thread in thread_view
2. Open Context Builder → search "delta-engineering.be" → click **"+ Add All 296 Threads"**
3. This gives the AI the entire relationship history

**Important:** With 296 threads, even stripped, you'll be near token limits. Use models with large context windows:
- **Gemini 2.5 Pro** (1M tokens) or **GPT-4.1** (1M tokens) — best for massive context
- **Claude Opus 4.6** (200K) — best reasoning but smaller window
- Recommendation: Select **Gemini 2.5 Pro + Claude Opus 4.6** together, enable **Two-Round mode** so Round 2 synthesizes both perspectives

---

### Step 2: Run 5 Analysis Passes (one per agent)

#### Pass 1: General Agent — Business Relationship Timeline
```
Analyze the COMPLETE email history between us and Delta Engineering chronologically. Build a detailed timeline of the business relationship:

1. KEY MILESTONES: When did the relationship start? What were the major projects/deals? When did things start going wrong? When did we lose them?
2. TURNING POINTS: Identify the exact moments where the relationship shifted negatively. Quote specific emails.
3. OUR MISTAKES: What did we do wrong? Late deliveries, missed expectations, poor communication, pricing issues? Be brutally honest.
4. THEIR SATISFACTION CURVE: Rate their satisfaction (1-10) at each major point in the timeline.
5. UNRESOLVED ISSUES: What was never properly addressed or closed?
6. LAST INTERACTION: What was the tone and content of our last exchange? Did we leave the door open?
```

#### Pass 2: Deception Agent — Pressure & Manipulation Detection
```
Analyze ALL emails from Delta Engineering team members for:

1. PRESSURE TACTICS: Where did they push unreasonable deadlines, scope changes, or price reductions? Quote specific examples.
2. BROKEN PROMISES from their side: Did they commit to volumes, timelines, payments that didn't materialize?
3. DOUBLE STANDARDS: Did they hold us to standards they didn't meet themselves?
4. ESCALATION PATTERNS: When and why did they escalate to the CEO? Was it justified or a power play?
5. BLAME SHIFTING: Did they blame us for problems that were partially/fully their responsibility?
6. GOOD FAITH SIGNALS: To be fair — where were they genuinely reasonable or helpful?

Rate each Delta team member's negotiation tactics: FAIR / AGGRESSIVE / MANIPULATIVE with evidence.
```

#### Pass 3: Profiler Agent — Psychological Profiles of Key People
```
Build detailed psychological and business profiles for EACH Delta Engineering person in these emails. For each person provide:

1. NAME & ROLE (infer from email signatures and context)
2. COMMUNICATION STYLE: Formal/casual, direct/indirect, emotional/analytical
3. DECISION-MAKING: Do they decide alone or need approval? Fast or slow? Risk-averse?
4. WHAT MOTIVATES THEM: Price? Quality? Relationships? Status? Control?
5. HOW THEY HANDLE CONFLICT: Confrontational, avoidant, diplomatic, passive-aggressive?
6. THEIR INFLUENCE: Who has real power vs who is just executing?
7. THEIR ATTITUDE TOWARD US: Positive, neutral, negative? Did it change over time?
8. APPROACH STRATEGY: How should we approach THIS specific person to rebuild the relationship?

Pay special attention to the CEO — what drives them, what frustrates them, what would win them back?
```

#### Pass 4: Quote Analyst — Financial & Business Pattern Analysis
```
Analyze the complete financial and business history with Delta Engineering:

1. ALL PRICES QUOTED: Every amount, every project, every change order — create a table
2. PRICING TRENDS: Did our prices go up/down? Did they push for discounts? How much did we concede?
3. SCOPE CREEP: Where did work expand beyond original quotes without matching price increases?
4. PAYMENT BEHAVIOR: Were they prompt payers? Any disputes over invoices?
5. VOLUME vs COMMITMENT: Did they promise volume that didn't materialize?
6. COMPETITOR MENTIONS: Did they mention other suppliers? Use competitor pricing as leverage?
7. PROFITABILITY ASSESSMENT: Based on the patterns, were they a profitable client or were we losing money?
8. RE-ENGAGEMENT PRICING: What pricing strategy should we use to win them back without repeating past mistakes?
```

#### Pass 5: General Agent — Win-Back Strategy (final synthesis)
```
Based on everything in these emails, create a CONCRETE win-back strategy for Delta Engineering:

1. ROOT CAUSE SUMMARY: In 3 sentences, why did we lose them?
2. WHAT THEY VALUED: What did they actually appreciate about working with us?
3. WHAT THEY HATED: What were their consistent pain points?
4. COMPETITIVE POSITION: What would make them choose us over their current supplier?
5. APPROACH PLAN:
   - WHO to contact first (and why that person)
   - WHEN (timing considerations based on their business cycle)
   - HOW (email, call, in-person meeting?)
   - WHAT to say (draft an opening message)
   - WHAT TO OFFER (specific value proposition addressing their known pain points)
6. RED LINES: What should we NOT agree to if they come back? What terms caused problems before?
7. SUCCESS METRICS: How will we know the re-engagement is working?

Be specific. Reference actual names, actual issues, actual quotes from the emails.
```

---

### Step 3: Use Two-Round Mode for Each Pass

Enable Two-Round AI for each pass:
- **Round 1**: Gemini 2.5 Pro + Claude Opus 4.6 analyze independently
- **Round 2**: Both models synthesize, highlighting where they agree and disagree
- This gives you the most thorough analysis — two different AI architectures catching different patterns

---

### Step 4: Generate Relationship Chart

After the Pass 1 (timeline) analysis, click **"Generate Chart"** to create an interactive D3.js visualization of:
- Key people and their connections
- Major events/turning points
- Relationship dynamics

---

### Step 5: Save Contact Memories

After analysis, add the most important findings as Contact Memories for each Delta person. This way, every future analysis automatically includes these insights.

---

## Pro Tips

| Tip | Why |
|-----|-----|
| Run passes in order (1→5) | Each builds on conversation history — the AI remembers previous answers |
| Don't clear conversation between passes | The ChatGPT-like memory (up to 20 exchanges) carries context forward |
| Use "Additional Context" field | Add your own notes like "We lost this client in [month]. I think [X] was the main issue" — gives the AI your perspective to validate/challenge |
| Content mode: "stripped" | Essential with 296 threads — "full" mode would blow past any model's limit |
| Start with the longest/most complex thread | This gives the richest base context before adding the other 295 as additional |
| Save good responses | Click "Save" on responses you want to reference later |

## Model Selection Guide for This Task

| Model | Best For | Context |
|-------|----------|---------|
| Gemini 2.5 Pro | Massive context (1M), good at patterns across many emails | Use for all passes |
| Claude Opus 4.6 | Deepest reasoning, best psychological analysis | Use for Profiler & Deception passes |
| GPT-4.1 | 1M context, strong at structured extraction | Good alternative to Gemini |
| GPT o3 | Deep reasoning like Opus | Good for Win-Back strategy pass |

**Recommended combo per pass:** Gemini 2.5 Pro + Claude Opus 4.6, Two-Round enabled


The file /root/.claude/plans/scalable-doodling-peach.md has been updated successfully.

# Plan: Dashboard Enhancements — Delete, Filters, Sync, Charts, Model Updates

## Context

User tested the Two-Round AI feature and is happy with it. Now requests 10 enhancements covering: delete functionality, sorting, filters, contact name fix, sync-by-domain, bulk delete, Chrome extension manual mode, D3.js charts, Products tab hiding, and AI model version updates.

## Execution Order (6 Phases, quick wins first)

---

### PHASE 1: Trivial Changes

#### Task 9: Hide Products Tab
- **File:** `public/index.php`
- Comment out the Products tab button (`<button class="tab-btn" data-tab="products">`)
- Leave `product_search.php` and the tab content div intact

#### Task 10: Update AI Model Versions
- **File:** `aiapi/api_opus/config/api_keys.php` — Add `claude-opus-4-6` and `claude-sonnet-4-6` to Claude provider models, update `default_model` to `claude-sonnet-4-6`, add pricing entries
- **File:** `public/thread_view.php` — Add new models to `MODEL_LIMITS` JS constant
- **File:** `config/config.php` — Update `CLAUDE_MODEL` constant to `claude-sonnet-4-6`
- Also update `extension2/aiapi/api_opus/config/api_keys.php` to stay in sync

---

### PHASE 2: Delete Functionality (Tasks 1 + 6)

#### Task 1: Delete Contacts, Threads, AI Responses

**Backend (api.php + QueryAdapter.php):**
- Add `delete_contact` endpoint → calls new `QueryAdapter::deleteContact($contactId)` which cascades: deletes emails, thread_analysis (for threads with no remaining emails), contact_profiles, ai_contact_memory, ai_query_responses, and the contact record
- Add `delete_thread` endpoint → calls new `QueryAdapter::deleteThread($threadId)` which deletes all emails for that thread_id, thread_analysis, and ai_query_responses referencing the thread
- Add `delete_ai_response` endpoint → deletes single document from `ai_query_responses` by `_id`

**Frontend:**
- `app.js` — Add delete buttons in contacts list actions column and threads list. Add `deleteContact()` and `deleteThread()` JS functions with confirmation dialogs
- `thread_view.php` — Add delete button next to each saved AI response. Add `deleteAiResponse()` JS function that removes the DOM element on success

#### Task 6: Bulk Delete Threads by Email/Domain
- **api.php** — Add `delete_threads_by_email` endpoint accepting `email` or `domain` param
- **QueryAdapter.php** — Add `deleteThreadsByEmail($email, $domain)` method: finds all emails matching address/domain via aggregation, collects unique thread_ids, calls `deleteThread()` for each
- **app.js** — Add `deleteThreadsByEmail()` JS function, accessible from contact actions or a cleanup section

---

### PHASE 3: Sorting & Filters (Tasks 2 + 3)

#### Task 2: Sort by Last Activity
- **index.php** — Add sort dropdowns to Contacts toolbar (`Name A-Z / Z-A / Last Activity Newest / Oldest`) and Threads toolbar (`Last Activity / Most Emails / Newest Thread`)
- **app.js** — Read sort dropdown values in `loadContacts()` and `loadEmails()`, pass `sort` and `order` params to API
- **api.php** — Pass sort/order params through to QueryAdapter methods
- **QueryAdapter.php** — `getThreadsMongo()`: make sort field dynamic (already sorts by `last_date`, make it accept param). `getContactsWithProfilesMongo()`: add `$lookup` to emails to compute `last_contact` date for sorting

#### Task 3: Filters
- **index.php** — Add filter bar to Contacts tab (date range picker for last activity) and Threads tab (contact name, date range, analysis status dropdown)
- **app.js** — Read filter values in `loadContacts()` and `loadEmails()`, pass as API params. Add `clearContactFilters()` and `clearThreadFilters()` functions
- **api.php** — Pass filter params (date_from, date_to, contact_name, status) to QueryAdapter
- **QueryAdapter.php** — Add date range filtering to `getThreadsMongo()` match stage. Add contact_name pre-query (find matching contact_ids, add to `$in` filter). Add status filtering

---

### PHASE 4: Bug Fix (Task 4)

#### Task 4: Fix "Etienne Turner" Thread Linkage
The previous fix weights inbound contacts 2x, but has a gap: for outbound-only threads, `from_email` is always the user so all contacts get skipped.

**Fix in QueryAdapter.php `getThreadsMongo()`:**
- In `$group` stage: push `to_email` alongside `from_email` into `all_contacts` array:
  `'all_contacts' => ['$push' => ['cid' => '$contact_id', 'from' => '$from_email', 'to' => '$to_email', 'dir' => '$direction']]`
- In post-processing: for outbound emails, consider `to_email` (the recipient) as the external contact, weight 1x. For inbound, consider `from_email` (the sender), weight 2x
- Add fallback: if still null, look up contact by `to_email` from first outbound email

---

### PHASE 5: New Features (Tasks 5 + 8)

#### Task 5: Sync by Domain/Email Address
Two-step flow: Search Gmail → Preview results → Import selected threads.

- **index.php** — Add "Import Threads by Email/Domain" panel in dashboard with input field and search button, results container showing found threads with checkboxes and "Import All New" button
- **api.php** — Add `search_gmail_threads` endpoint: builds Gmail search query (`from:@domain OR to:@domain`), calls `GmailClient::searchThreads()`, checks which are already imported. Add `import_gmail_threads` endpoint: loops through selected thread_ids, reuses existing sync_thread logic to import each
- **app.js** — Add `searchByDomain()` and `importAllDomainThreads()` functions
- **GmailClient.php** — Verify `searchThreads()` method exists and returns thread ID + snippet (confirmed: line 577)

#### Task 8: D3.js Interactive Chart for AI Responses
- **thread_view.php** — Add D3.js v7 CDN in `<head>`
- Add "Generate Chart" button after AI response display
- Add `#d3-chart-container` div with 600px height, tooltip overlay
- `generateChart()` function: takes latest AI response text, sends to AI (via api_opus proxy) asking for structured JSON `{nodes: [{id, label, type, details}], links: [{source, target, label, strength}]}`
- `renderD3Chart(data)` function: creates SVG with force-directed graph, color-coded nodes (person=blue, company=green, topic=yellow, event=red), directional arrows, labels, drag/zoom/pan, hover tooltips

---

### PHASE 6: Notes Only (Task 7)

#### Task 7: Chrome Extension Manual-Only Mode
Chrome extension is on user's local Mac — cannot edit directly from server. Will provide code specifications:
- `popup.html/popup.js`: Add "Auto-sync / Manual only" toggle, stored in `chrome.storage.local`
- `background.js`: Check syncMode before auto-syncing, skip if manual
- `content.js`: In manual mode, inject floating "Sync this thread" button in Gmail UI

---

## Files Modified (Summary)

| File | Tasks | Key Changes |
|------|-------|-------------|
| `public/api.php` | 1, 2, 3, 5, 6 | 6 new endpoints (delete_contact, delete_thread, delete_ai_response, delete_threads_by_email, search_gmail_threads, import_gmail_threads), sort/filter param passing |
| `src/QueryAdapter.php` | 1, 2, 3, 4, 6 | 3 new methods (deleteContact, deleteThread, deleteThreadsByEmail), sort/filter support, fix all_contacts aggregation |
| `public/assets/app.js` | 1, 2, 3, 5, 6 | Delete functions, sort/filter wiring, domain search/import, clear filter functions |
| `public/index.php` | 2, 3, 5, 9 | Sort dropdowns, filter bars, sync-by-domain panel, hide Products tab |
| `public/thread_view.php` | 1, 8, 10 | Delete button for saved responses, D3.js chart feature, MODEL_LIMITS update |
| `config/config.php` | 10 | CLAUDE_MODEL constant update |
| `aiapi/api_opus/config/api_keys.php` | 10 | New Claude model entries + pricing |

## Verification

1. **Products tab**: Hidden from navigation, product_search.php still accessible directly
2. **AI models**: Claude Opus 4.6 / Sonnet 4.6 appear in provider dropdowns
3. **Delete contact**: Click delete → confirm → contact + all associated data removed, lists refresh
4. **Delete thread**: Click delete → confirm → thread + emails + analysis removed
5. **Delete AI response**: Click delete in thread_view → response row removed
6. **Bulk delete**: Enter email/domain → all matching threads deleted
7. **Sort**: Change sort dropdown → contacts/threads re-sort by last activity
8. **Filters**: Set date range / status → filtered results appear, Clear resets
9. **Contact name**: Threads show correct primary contact (not all "Etienne Turner")
10. **Sync by domain**: Enter domain → Gmail searched → preview shown → import selected → threads appear in dashboard
11. **D3.js chart**: Click "Generate Chart" → AI produces JSON → interactive force graph rendered with drag/zoom
12. **PHP syntax**: `php -l` passes on all modified PHP files

# Delta Engineering Deep Analysis — Prompt Strategy Guide

## Context

You have ~296 email threads with Delta Engineering (delta-engineering.be) involving the full team and CEO. Goal: deep analysis to understand what went wrong, identify business mistakes, detect pressure tactics, profile key people psychologically, and develop a strategy to re-gain them as clients.

## Pre-Requisites: Clean Up First

1. **Delete junk threads first** — Search "Address not matched by Google GeoCoding" in dashboard threads → "Delete All 121 Found" to remove noise
2. **Set content mode to "stripped"** — saves tokens, removes redundant quoted replies (the system already strips quotes for additional threads via `thread_for_ai`)

---

## Recommended Analysis Strategy: 5-Round Deep Dive

### Step 1: Pick a Key Thread & Add ALL Delta Threads as Context

1. Open the most important/recent Delta thread in thread_view
2. Open Context Builder → search "delta-engineering.be" → click **"+ Add All 296 Threads"**
3. This gives the AI the entire relationship history

**Important:** With 296 threads, even stripped, you'll be near token limits. Use models with large context windows:
- **Gemini 2.5 Pro** (1M tokens) or **GPT-4.1** (1M tokens) — best for massive context
- **Claude Opus 4.6** (200K) — best reasoning but smaller window
- Recommendation: Select **Gemini 2.5 Pro + Claude Opus 4.6** together, enable **Two-Round mode** so Round 2 synthesizes both perspectives

---

### Step 2: Run 5 Analysis Passes (one per agent)

#### Pass 1: General Agent — Business Relationship Timeline
```
Analyze the COMPLETE email history between us and Delta Engineering chronologically. Build a detailed timeline of the business relationship:

1. KEY MILESTONES: When did the relationship start? What were the major projects/deals? When did things start going wrong? When did we lose them?
2. TURNING POINTS: Identify the exact moments where the relationship shifted negatively. Quote specific emails.
3. OUR MISTAKES: What did we do wrong? Late deliveries, missed expectations, poor communication, pricing issues? Be brutally honest.
4. THEIR SATISFACTION CURVE: Rate their satisfaction (1-10) at each major point in the timeline.
5. UNRESOLVED ISSUES: What was never properly addressed or closed?
6. LAST INTERACTION: What was the tone and content of our last exchange? Did we leave the door open?
```

#### Pass 2: Deception Agent — Pressure & Manipulation Detection
```
Analyze ALL emails from Delta Engineering team members for:

1. PRESSURE TACTICS: Where did they push unreasonable deadlines, scope changes, or price reductions? Quote specific examples.
2. BROKEN PROMISES from their side: Did they commit to volumes, timelines, payments that didn't materialize?
3. DOUBLE STANDARDS: Did they hold us to standards they didn't meet themselves?
4. ESCALATION PATTERNS: When and why did they escalate to the CEO? Was it justified or a power play?
5. BLAME SHIFTING: Did they blame us for problems that were partially/fully their responsibility?
6. GOOD FAITH SIGNALS: To be fair — where were they genuinely reasonable or helpful?

Rate each Delta team member's negotiation tactics: FAIR / AGGRESSIVE / MANIPULATIVE with evidence.
```

#### Pass 3: Profiler Agent — Psychological Profiles of Key People
```
Build detailed psychological and business profiles for EACH Delta Engineering person in these emails. For each person provide:

1. NAME & ROLE (infer from email signatures and context)
2. COMMUNICATION STYLE: Formal/casual, direct/indirect, emotional/analytical
3. DECISION-MAKING: Do they decide alone or need approval? Fast or slow? Risk-averse?
4. WHAT MOTIVATES THEM: Price? Quality? Relationships? Status? Control?
5. HOW THEY HANDLE CONFLICT: Confrontational, avoidant, diplomatic, passive-aggressive?
6. THEIR INFLUENCE: Who has real power vs who is just executing?
7. THEIR ATTITUDE TOWARD US: Positive, neutral, negative? Did it change over time?
8. APPROACH STRATEGY: How should we approach THIS specific person to rebuild the relationship?

Pay special attention to the CEO — what drives them, what frustrates them, what would win them back?
```

#### Pass 4: Quote Analyst — Financial & Business Pattern Analysis
```
Analyze the complete financial and business history with Delta Engineering:

1. ALL PRICES QUOTED: Every amount, every project, every change order — create a table
2. PRICING TRENDS: Did our prices go up/down? Did they push for discounts? How much did we concede?
3. SCOPE CREEP: Where did work expand beyond original quotes without matching price increases?
4. PAYMENT BEHAVIOR: Were they prompt payers? Any disputes over invoices?
5. VOLUME vs COMMITMENT: Did they promise volume that didn't materialize?
6. COMPETITOR MENTIONS: Did they mention other suppliers? Use competitor pricing as leverage?
7. PROFITABILITY ASSESSMENT: Based on the patterns, were they a profitable client or were we losing money?
8. RE-ENGAGEMENT PRICING: What pricing strategy should we use to win them back without repeating past mistakes?
```

#### Pass 5: General Agent — Win-Back Strategy (final synthesis)
```
Based on everything in these emails, create a CONCRETE win-back strategy for Delta Engineering:

1. ROOT CAUSE SUMMARY: In 3 sentences, why did we lose them?
2. WHAT THEY VALUED: What did they actually appreciate about working with us?
3. WHAT THEY HATED: What were their consistent pain points?
4. COMPETITIVE POSITION: What would make them choose us over their current supplier?
5. APPROACH PLAN:
   - WHO to contact first (and why that person)
   - WHEN (timing considerations based on their business cycle)
   - HOW (email, call, in-person meeting?)
   - WHAT to say (draft an opening message)
   - WHAT TO OFFER (specific value proposition addressing their known pain points)
6. RED LINES: What should we NOT agree to if they come back? What terms caused problems before?
7. SUCCESS METRICS: How will we know the re-engagement is working?

Be specific. Reference actual names, actual issues, actual quotes from the emails.
```

---

### Step 3: Use Two-Round Mode for Each Pass

Enable Two-Round AI for each pass:
- **Round 1**: Gemini 2.5 Pro + Claude Opus 4.6 analyze independently
- **Round 2**: Both models synthesize, highlighting where they agree and disagree
- This gives you the most thorough analysis — two different AI architectures catching different patterns

---

### Step 4: Generate Relationship Chart

After the Pass 1 (timeline) analysis, click **"Generate Chart"** to create an interactive D3.js visualization of:
- Key people and their connections
- Major events/turning points
- Relationship dynamics

---

### Step 5: Save Contact Memories

After analysis, add the most important findings as Contact Memories for each Delta person. This way, every future analysis automatically includes these insights.

---

## Pro Tips

| Tip | Why |
|-----|-----|
| Run passes in order (1→5) | Each builds on conversation history — the AI remembers previous answers |
| Don't clear conversation between passes | The ChatGPT-like memory (up to 20 exchanges) carries context forward |
| Use "Additional Context" field | Add your own notes like "We lost this client in [month]. I think [X] was the main issue" — gives the AI your perspective to validate/challenge |
| Content mode: "stripped" | Essential with 296 threads — "full" mode would blow past any model's limit |
| Start with the longest/most complex thread | This gives the richest base context before adding the other 295 as additional |
| Save good responses | Click "Save" on responses you want to reference later |

## Model Selection Guide for This Task

| Model | Best For | Context |
|-------|----------|---------|
| Gemini 2.5 Pro | Massive context (1M), good at patterns across many emails | Use for all passes |
| Claude Opus 4.6 | Deepest reasoning, best psychological analysis | Use for Profiler & Deception passes |
| GPT-4.1 | 1M context, strong at structured extraction | Good alternative to Gemini |
| GPT o3 | Deep reasoning like Opus | Good for Win-Back strategy pass |

**Recommended combo per pass:** Gemini 2.5 Pro + Claude Opus 4.6, Two-Round enabled

-# Plan: Dashboard Enhancements — Delete, Filters, Sync, Charts, Model Updates

+# Delta Engineering Deep Analysis — Prompt Strategy Guide

-User tested the Two-Round AI feature and is happy with it. Now requests 10 enhancements covering: delete functionality, sorting, filters, contact name fix, sync-by-domain, bulk delete, Chrome extension manual mode, D3.js charts, Products tab hiding, and AI model version updates.

+You have ~296 email threads with Delta Engineering (delta-engineering.be) involving the full team and CEO. Goal: deep analysis to understand what went wrong, identify business mistakes, detect pressure tactics, profile key people psychologically, and develop a strategy to re-gain them as clients.

-## Execution Order (6 Phases, quick wins first)

+1. **Delete junk threads first** — Search "Address not matched by Google GeoCoding" in dashboard threads → "Delete All 121 Found" to remove noise

+2. **Set content mode to "stripped"** — saves tokens, removes redundant quoted replies (the system already strips quotes for additional threads via `thread_for_ai`)

+## Recommended Analysis Strategy: 5-Round Deep Dive

-- Comment out the Products tab button (`<button class="tab-btn" data-tab="products">`)

-- Leave `product_search.php` and the tab content div intact

+### Step 1: Pick a Key Thread & Add ALL Delta Threads as Context

-- **File:** `aiapi/api_opus/config/api_keys.php` — Add `claude-opus-4-6` and `claude-sonnet-4-6` to Claude provider models, update `default_model` to `claude-sonnet-4-6`, add pricing entries

-- **File:** `public/thread_view.php` — Add new models to `MODEL_LIMITS` JS constant

-- **File:** `config/config.php` — Update `CLAUDE_MODEL` constant to `claude-sonnet-4-6`

-- Also update `extension2/aiapi/api_opus/config/api_keys.php` to stay in sync

+1. Open the most important/recent Delta thread in thread_view

+2. Open Context Builder → search "delta-engineering.be" → click **"+ Add All 296 Threads"**

+3. This gives the AI the entire relationship history

+**Important:** With 296 threads, even stripped, you'll be near token limits. Use models with large context windows:

+- **Gemini 2.5 Pro** (1M tokens) or **GPT-4.1** (1M tokens) — best for massive context

+- **Claude Opus 4.6** (200K) — best reasoning but smaller window

+- Recommendation: Select **Gemini 2.5 Pro + Claude Opus 4.6** together, enable **Two-Round mode** so Round 2 synthesizes both perspectives

-### PHASE 2: Delete Functionality (Tasks 1 + 6)

+### Step 2: Run 5 Analysis Passes (one per agent)

-#### Task 1: Delete Contacts, Threads, AI Responses

+#### Pass 1: General Agent — Business Relationship Timeline

+Analyze the COMPLETE email history between us and Delta Engineering chronologically. Build a detailed timeline of the business relationship:

-**Backend (api.php + QueryAdapter.php):**

-- Add `delete_contact` endpoint → calls new `QueryAdapter::deleteContact($contactId)` which cascades: deletes emails, thread_analysis (for threads with no remaining emails), contact_profiles, ai_contact_memory, ai_query_responses, and the contact record

-- Add `delete_thread` endpoint → calls new `QueryAdapter::deleteThread($threadId)` which deletes all emails for that thread_id, thread_analysis, and ai_query_responses referencing the thread

-- Add `delete_ai_response` endpoint → deletes single document from `ai_query_responses` by `_id`

+1. KEY MILESTONES: When did the relationship start? What were the major projects/deals? When did things start going wrong? When did we lose them?

+2. TURNING POINTS: Identify the exact moments where the relationship shifted negatively. Quote specific emails.

+3. OUR MISTAKES: What did we do wrong? Late deliveries, missed expectations, poor communication, pricing issues? Be brutally honest.

+4. THEIR SATISFACTION CURVE: Rate their satisfaction (1-10) at each major point in the timeline.

+5. UNRESOLVED ISSUES: What was never properly addressed or closed?

+6. LAST INTERACTION: What was the tone and content of our last exchange? Did we leave the door open?

-- `app.js` — Add delete buttons in contacts list actions column and threads list. Add `deleteContact()` and `deleteThread()` JS functions with confirmation dialogs

-- `thread_view.php` — Add delete button next to each saved AI response. Add `deleteAiResponse()` JS function that removes the DOM element on success

+#### Pass 2: Deception Agent — Pressure & Manipulation Detection

+Analyze ALL emails from Delta Engineering team members for:

-#### Task 6: Bulk Delete Threads by Email/Domain

-- **api.php** — Add `delete_threads_by_email` endpoint accepting `email` or `domain` param

-- **QueryAdapter.php** — Add `deleteThreadsByEmail($email, $domain)` method: finds all emails matching address/domain via aggregation, collects unique thread_ids, calls `deleteThread()` for each

-- **app.js** — Add `deleteThreadsByEmail()` JS function, accessible from contact actions or a cleanup section

+1. PRESSURE TACTICS: Where did they push unreasonable deadlines, scope changes, or price reductions? Quote specific examples.

+2. BROKEN PROMISES from their side: Did they commit to volumes, timelines, payments that didn't materialize?

+3. DOUBLE STANDARDS: Did they hold us to standards they didn't meet themselves?

+4. ESCALATION PATTERNS: When and why did they escalate to the CEO? Was it justified or a power play?

+5. BLAME SHIFTING: Did they blame us for problems that were partially/fully their responsibility?

+6. GOOD FAITH SIGNALS: To be fair — where were they genuinely reasonable or helpful?

+Rate each Delta team member's negotiation tactics: FAIR / AGGRESSIVE / MANIPULATIVE with evidence.

-### PHASE 3: Sorting & Filters (Tasks 2 + 3)

+#### Pass 3: Profiler Agent — Psychological Profiles of Key People

+Build detailed psychological and business profiles for EACH Delta Engineering person in these emails. For each person provide:

-- **index.php** — Add sort dropdowns to Contacts toolbar (`Name A-Z / Z-A / Last Activity Newest / Oldest`) and Threads toolbar (`Last Activity / Most Emails / Newest Thread`)

-- **app.js** — Read sort dropdown values in `loadContacts()` and `loadEmails()`, pass `sort` and `order` params to API

-- **api.php** — Pass sort/order params through to QueryAdapter methods

-- **QueryAdapter.php** — `getThreadsMongo()`: make sort field dynamic (already sorts by `last_date`, make it accept param). `getContactsWithProfilesMongo()`: add `$lookup` to emails to compute `last_contact` date for sorting

+1. NAME & ROLE (infer from email signatures and context)

+2. COMMUNICATION STYLE: Formal/casual, direct/indirect, emotional/analytical

+3. DECISION-MAKING: Do they decide alone or need approval? Fast or slow? Risk-averse?

+4. WHAT MOTIVATES THEM: Price? Quality? Relationships? Status? Control?

+5. HOW THEY HANDLE CONFLICT: Confrontational, avoidant, diplomatic, passive-aggressive?

+6. THEIR INFLUENCE: Who has real power vs who is just executing?

+7. THEIR ATTITUDE TOWARD US: Positive, neutral, negative? Did it change over time?

+8. APPROACH STRATEGY: How should we approach THIS specific person to rebuild the relationship?

-- **index.php** — Add filter bar to Contacts tab (date range picker for last activity) and Threads tab (contact name, date range, analysis status dropdown)

-- **app.js** — Read filter values in `loadContacts()` and `loadEmails()`, pass as API params. Add `clearContactFilters()` and `clearThreadFilters()` functions

-- **api.php** — Pass filter params (date_from, date_to, contact_name, status) to QueryAdapter

-- **QueryAdapter.php** — Add date range filtering to `getThreadsMongo()` match stage. Add contact_name pre-query (find matching contact_ids, add to `$in` filter). Add status filtering

+Pay special attention to the CEO — what drives them, what frustrates them, what would win them back?

+#### Pass 4: Quote Analyst — Financial & Business Pattern Analysis

+Analyze the complete financial and business history with Delta Engineering:

+1. ALL PRICES QUOTED: Every amount, every project, every change order — create a table

+2. PRICING TRENDS: Did our prices go up/down? Did they push for discounts? How much did we concede?

+3. SCOPE CREEP: Where did work expand beyond original quotes without matching price increases?

+4. PAYMENT BEHAVIOR: Were they prompt payers? Any disputes over invoices?

+5. VOLUME vs COMMITMENT: Did they promise volume that didn't materialize?

+6. COMPETITOR MENTIONS: Did they mention other suppliers? Use competitor pricing as leverage?

+7. PROFITABILITY ASSESSMENT: Based on the patterns, were they a profitable client or were we losing money?

+8. RE-ENGAGEMENT PRICING: What pricing strategy should we use to win them back without repeating past mistakes?

-#### Task 4: Fix "Etienne Turner" Thread Linkage

-The previous fix weights inbound contacts 2x, but has a gap: for outbound-only threads, `from_email` is always the user so all contacts get skipped.

+#### Pass 5: General Agent — Win-Back Strategy (final synthesis)

+Based on everything in these emails, create a CONCRETE win-back strategy for Delta Engineering:

-**Fix in QueryAdapter.php `getThreadsMongo()`:**

-- In `$group` stage: push `to_email` alongside `from_email` into `all_contacts` array:

-  `'all_contacts' => ['$push' => ['cid' => '$contact_id', 'from' => '$from_email', 'to' => '$to_email', 'dir' => '$direction']]`

-- In post-processing: for outbound emails, consider `to_email` (the recipient) as the external contact, weight 1x. For inbound, consider `from_email` (the sender), weight 2x

-- Add fallback: if still null, look up contact by `to_email` from first outbound email

+1. ROOT CAUSE SUMMARY: In 3 sentences, why did we lose them?

+2. WHAT THEY VALUED: What did they actually appreciate about working with us?

+3. WHAT THEY HATED: What were their consistent pain points?

+4. COMPETITIVE POSITION: What would make them choose us over their current supplier?

+   - WHO to contact first (and why that person)

+   - WHEN (timing considerations based on their business cycle)

+   - HOW (email, call, in-person meeting?)

+   - WHAT to say (draft an opening message)

+   - WHAT TO OFFER (specific value proposition addressing their known pain points)

+6. RED LINES: What should we NOT agree to if they come back? What terms caused problems before?

+7. SUCCESS METRICS: How will we know the re-engagement is working?

+Be specific. Reference actual names, actual issues, actual quotes from the emails.

-### PHASE 5: New Features (Tasks 5 + 8)

+### Step 3: Use Two-Round Mode for Each Pass

-#### Task 5: Sync by Domain/Email Address

-Two-step flow: Search Gmail → Preview results → Import selected threads.

+- **Round 1**: Gemini 2.5 Pro + Claude Opus 4.6 analyze independently

+- **Round 2**: Both models synthesize, highlighting where they agree and disagree

+- This gives you the most thorough analysis — two different AI architectures catching different patterns

-- **index.php** — Add "Import Threads by Email/Domain" panel in dashboard with input field and search button, results container showing found threads with checkboxes and "Import All New" button

-- **api.php** — Add `search_gmail_threads` endpoint: builds Gmail search query (`from:@domain OR to:@domain`), calls `GmailClient::searchThreads()`, checks which are already imported. Add `import_gmail_threads` endpoint: loops through selected thread_ids, reuses existing sync_thread logic to import each

-- **app.js** — Add `searchByDomain()` and `importAllDomainThreads()` functions

-- **GmailClient.php** — Verify `searchThreads()` method exists and returns thread ID + snippet (confirmed: line 577)

-#### Task 8: D3.js Interactive Chart for AI Responses

-- **thread_view.php** — Add D3.js v7 CDN in `<head>`

-- Add "Generate Chart" button after AI response display

-- Add `#d3-chart-container` div with 600px height, tooltip overlay

-- `generateChart()` function: takes latest AI response text, sends to AI (via api_opus proxy) asking for structured JSON `{nodes: [{id, label, type, details}], links: [{source, target, label, strength}]}`

-- `renderD3Chart(data)` function: creates SVG with force-directed graph, color-coded nodes (person=blue, company=green, topic=yellow, event=red), directional arrows, labels, drag/zoom/pan, hover tooltips

+### Step 4: Generate Relationship Chart

+After the Pass 1 (timeline) analysis, click **"Generate Chart"** to create an interactive D3.js visualization of:

-#### Task 7: Chrome Extension Manual-Only Mode

-Chrome extension is on user's local Mac — cannot edit directly from server. Will provide code specifications:

-- `popup.html/popup.js`: Add "Auto-sync / Manual only" toggle, stored in `chrome.storage.local`

-- `background.js`: Check syncMode before auto-syncing, skip if manual

-- `content.js`: In manual mode, inject floating "Sync this thread" button in Gmail UI

+After analysis, add the most important findings as Contact Memories for each Delta person. This way, every future analysis automatically includes these insights.

-| `public/api.php` | 1, 2, 3, 5, 6 | 6 new endpoints (delete_contact, delete_thread, delete_ai_response, delete_threads_by_email, search_gmail_threads, import_gmail_threads), sort/filter param passing |

-| `src/QueryAdapter.php` | 1, 2, 3, 4, 6 | 3 new methods (deleteContact, deleteThread, deleteThreadsByEmail), sort/filter support, fix all_contacts aggregation |

-| `public/assets/app.js` | 1, 2, 3, 5, 6 | Delete functions, sort/filter wiring, domain search/import, clear filter functions |

-| `public/index.php` | 2, 3, 5, 9 | Sort dropdowns, filter bars, sync-by-domain panel, hide Products tab |

-| `public/thread_view.php` | 1, 8, 10 | Delete button for saved responses, D3.js chart feature, MODEL_LIMITS update |

-| `config/config.php` | 10 | CLAUDE_MODEL constant update |

-| `aiapi/api_opus/config/api_keys.php` | 10 | New Claude model entries + pricing |

+| Run passes in order (1→5) | Each builds on conversation history — the AI remembers previous answers |

+| Don't clear conversation between passes | The ChatGPT-like memory (up to 20 exchanges) carries context forward |

+| Use "Additional Context" field | Add your own notes like "We lost this client in [month]. I think [X] was the main issue" — gives the AI your perspective to validate/challenge |

+| Content mode: "stripped" | Essential with 296 threads — "full" mode would blow past any model's limit |

+| Start with the longest/most complex thread | This gives the richest base context before adding the other 295 as additional |

+| Save good responses | Click "Save" on responses you want to reference later |

-1. **Products tab**: Hidden from navigation, product_search.php still accessible directly

-2. **AI models**: Claude Opus 4.6 / Sonnet 4.6 appear in provider dropdowns

-3. **Delete contact**: Click delete → confirm → contact + all associated data removed, lists refresh

-4. **Delete thread**: Click delete → confirm → thread + emails + analysis removed

-5. **Delete AI response**: Click delete in thread_view → response row removed

-6. **Bulk delete**: Enter email/domain → all matching threads deleted

-7. **Sort**: Change sort dropdown → contacts/threads re-sort by last activity

-8. **Filters**: Set date range / status → filtered results appear, Clear resets

-9. **Contact name**: Threads show correct primary contact (not all "Etienne Turner")

-10. **Sync by domain**: Enter domain → Gmail searched → preview shown → import selected → threads appear in dashboard

-11. **D3.js chart**: Click "Generate Chart" → AI produces JSON → interactive force graph rendered with drag/zoom

-12. **PHP syntax**: `php -l` passes on all modified PHP files

+| Gemini 2.5 Pro | Massive context (1M), good at patterns across many emails | Use for all passes |

+| Claude Opus 4.6 | Deepest reasoning, best psychological analysis | Use for Profiler & Deception passes |

+| GPT-4.1 | 1M context, strong at structured extraction | Good alternative to Gemini |

+| GPT o3 | Deep reasoning like Opus | Good for Win-Back strategy pass |

+**Recommended combo per pass:** Gemini 2.5 Pro + Claude Opus 4.6, Two-Round enabled


ExitPlanMode

# Delta Engineering Deep Analysis — Prompt Strategy Guide

## Context

You have ~296 email threads with Delta Engineering (delta-engineering.be) involving the full team and CEO. Goal: deep analysis to understand what went wrong, identify business mistakes, detect pressure tactics, profile key people psychologically, and develop a strategy to re-gain them as clients.

## Pre-Requisites: Clean Up First

1. **Delete junk threads first** — Search "Address not matched by Google GeoCoding" in dashboard threads → "Delete All 121 Found" to remove noise
2. **Set content mode to "stripped"** — saves tokens, removes redundant quoted replies (the system already strips quotes for additional threads via `thread_for_ai`)

---

## Recommended Analysis Strategy: 5-Round Deep Dive

### Step 1: Pick a Key Thread & Add ALL Delta Threads as Context

1. Open the most important/recent Delta thread in thread_view
2. Open Context Builder → search "delta-engineering.be" → click **"+ Add All 296 Threads"**
3. This gives the AI the entire relationship history

**Important:** With 296 threads, even stripped, you'll be near token limits. Use models with large context windows:
- **Gemini 2.5 Pro** (1M tokens) or **GPT-4.1** (1M tokens) — best for massive context
- **Claude Opus 4.6** (200K) — best reasoning but smaller window
- Recommendation: Select **Gemini 2.5 Pro + Claude Opus 4.6** together, enable **Two-Round mode** so Round 2 synthesizes both perspectives

---

### Step 2: Run 5 Analysis Passes (one per agent)

#### Pass 1: General Agent — Business Relationship Timeline
```
Analyze the COMPLETE email history between us and Delta Engineering chronologically. Build a detailed timeline of the business relationship:

1. KEY MILESTONES: When did the relationship start? What were the major projects/deals? When did things start going wrong? When did we lose them?
2. TURNING POINTS: Identify the exact moments where the relationship shifted negatively. Quote specific emails.
3. OUR MISTAKES: What did we do wrong? Late deliveries, missed expectations, poor communication, pricing issues? Be brutally honest.
4. THEIR SATISFACTION CURVE: Rate their satisfaction (1-10) at each major point in the timeline.
5. UNRESOLVED ISSUES: What was never properly addressed or closed?
6. LAST INTERACTION: What was the tone and content of our last exchange? Did we leave the door open?
```

#### Pass 2: Deception Agent — Pressure & Manipulation Detection
```
Analyze ALL emails from Delta Engineering team members for:

1. PRESSURE TACTICS: Where did they push unreasonable deadlines, scope changes, or price reductions? Quote specific examples.
2. BROKEN PROMISES from their side: Did they commit to volumes, timelines, payments that didn't materialize?
3. DOUBLE STANDARDS: Did they hold us to standards they didn't meet themselves?
4. ESCALATION PATTERNS: When and why did they escalate to the CEO? Was it justified or a power play?
5. BLAME SHIFTING: Did they blame us for problems that were partially/fully their responsibility?
6. GOOD FAITH SIGNALS: To be fair — where were they genuinely reasonable or helpful?

Rate each Delta team member's negotiation tactics: FAIR / AGGRESSIVE / MANIPULATIVE with evidence.
```

#### Pass 3: Profiler Agent — Psychological Profiles of Key People
```
Build detailed psychological and business profiles for EACH Delta Engineering person in these emails. For each person provide:

1. NAME & ROLE (infer from email signatures and context)
2. COMMUNICATION STYLE: Formal/casual, direct/indirect, emotional/analytical
3. DECISION-MAKING: Do they decide alone or need approval? Fast or slow? Risk-averse?
4. WHAT MOTIVATES THEM: Price? Quality? Relationships? Status? Control?
5. HOW THEY HANDLE CONFLICT: Confrontational, avoidant, diplomatic, passive-aggressive?
6. THEIR INFLUENCE: Who has real power vs who is just executing?
7. THEIR ATTITUDE TOWARD US: Positive, neutral, negative? Did it change over time?
8. APPROACH STRATEGY: How should we approach THIS specific person to rebuild the relationship?

Pay special attention to the CEO — what drives them, what frustrates them, what would win them back?
```

#### Pass 4: Quote Analyst — Financial & Business Pattern Analysis
```
Analyze the complete financial and business history with Delta Engineering:

1. ALL PRICES QUOTED: Every amount, every project, every change order — create a table
2. PRICING TRENDS: Did our prices go up/down? Did they push for discounts? How much did we concede?
3. SCOPE CREEP: Where did work expand beyond original quotes without matching price increases?
4. PAYMENT BEHAVIOR: Were they prompt payers? Any disputes over invoices?
5. VOLUME vs COMMITMENT: Did they promise volume that didn't materialize?
6. COMPETITOR MENTIONS: Did they mention other suppliers? Use competitor pricing as leverage?
7. PROFITABILITY ASSESSMENT: Based on the patterns, were they a profitable client or were we losing money?
8. RE-ENGAGEMENT PRICING: What pricing strategy should we use to win them back without repeating past mistakes?
```

#### Pass 5: General Agent — Win-Back Strategy (final synthesis)
```
Based on everything in these emails, create a CONCRETE win-back strategy for Delta Engineering:

1. ROOT CAUSE SUMMARY: In 3 sentences, why did we lose them?
2. WHAT THEY VALUED: What did they actually appreciate about working with us?
3. WHAT THEY HATED: What were their consistent pain points?
4. COMPETITIVE POSITION: What would make them choose us over their current supplier?
5. APPROACH PLAN:
   - WHO to contact first (and why that person)
   - WHEN (timing considerations based on their business cycle)
   - HOW (email, call, in-person meeting?)
   - WHAT to say (draft an opening message)
   - WHAT TO OFFER (specific value proposition addressing their known pain points)
6. RED LINES: What should we NOT agree to if they come back? What terms caused problems before?
7. SUCCESS METRICS: How will we know the re-engagement is working?

Be specific. Reference actual names, actual issues, actual quotes from the emails.
```

---

### Step 3: Use Two-Round Mode for Each Pass

Enable Two-Round AI for each pass:
- **Round 1**: Gemini 2.5 Pro + Claude Opus 4.6 analyze independently
- **Round 2**: Both models synthesize, highlighting where they agree and disagree
- This gives you the most thorough analysis — two different AI architectures catching different patterns

---

### Step 4: Generate Relationship Chart

After the Pass 1 (timeline) analysis, click **"Generate Chart"** to create an interactive D3.js visualization of:
- Key people and their connections
- Major events/turning points
- Relationship dynamics

---

### Step 5: Save Contact Memories

After analysis, add the most important findings as Contact Memories for each Delta person. This way, every future analysis automatically includes these insights.

---

## Pro Tips

| Tip | Why |
|-----|-----|
| Run passes in order (1→5) | Each builds on conversation history — the AI remembers previous answers |
| Don't clear conversation between passes | The ChatGPT-like memory (up to 20 exchanges) carries context forward |
| Use "Additional Context" field | Add your own notes like "We lost this client in [month]. I think [X] was the main issue" — gives the AI your perspective to validate/challenge |
| Content mode: "stripped" | Essential with 296 threads — "full" mode would blow past any model's limit |
| Start with the longest/most complex thread | This gives the richest base context before adding the other 295 as additional |
| Save good responses | Click "Save" on responses you want to reference later |

## Model Selection Guide for This Task

| Model | Best For | Context |
|-------|----------|---------|
| Gemini 2.5 Pro | Massive context (1M), good at patterns across many emails | Use for all passes |
| Claude Opus 4.6 | Deepest reasoning, best psychological analysis | Use for Profiler & Deception passes |
| GPT-4.1 | 1M context, strong at structured extraction | Good alternative to Gemini |
| GPT o3 | Deep reasoning like Opus | Good for Win-Back strategy pass |

**Recommended combo per pass:** Gemini 2.5 Pro + Claude Opus 4.6, Two-Round enabled