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remove duplicate default tags
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Arjun
parent
eab83aada5
commit
4f8b738657
1 changed files with 5 additions and 74 deletions
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@ -843,7 +843,7 @@ const NOTE_TAG_TYPE_ORDER = [
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]
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const EMAIL_TAG_TYPE_ORDER = [
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"relationship", "topic", "email-type", "filter", "action", "status",
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"relationship", "topic", "email-type", "noise", "action", "status",
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]
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const TAG_TYPE_LABELS: Record<string, string> = {
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@ -851,73 +851,12 @@ const TAG_TYPE_LABELS: Record<string, string> = {
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"relationship-sub": "Relationship Sub-Tags",
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"topic": "Topic",
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"email-type": "Email Type",
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"filter": "Filter",
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"noise": "Noise",
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"action": "Action",
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"status": "Status",
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"source": "Source",
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}
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const DEFAULT_TAGS: TagDef[] = [
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{ tag: "investor", type: "relationship", applicability: "both", noteEffect: "create", description: "Investors, VCs, or angels", example: "Following up on our meeting — we'd like to move forward with the Series A term sheet." },
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{ tag: "customer", type: "relationship", applicability: "both", noteEffect: "create", description: "Paying customers", example: "We're seeing great results with Rowboat. Can we discuss expanding to more teams?" },
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{ tag: "prospect", type: "relationship", applicability: "both", noteEffect: "create", description: "Potential customers", example: "Thanks for the demo yesterday. We're interested in starting a pilot." },
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{ tag: "partner", type: "relationship", applicability: "both", noteEffect: "create", description: "Business partners", example: "Let's discuss how we can promote the integration to both our user bases." },
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{ tag: "vendor", type: "relationship", applicability: "both", noteEffect: "create", description: "Service providers you work with", example: "Here are the updated employment agreements you requested." },
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{ tag: "product", type: "relationship", applicability: "both", noteEffect: "skip", description: "Products or services you use (automated)", example: "Your AWS bill for January 2025 is now available." },
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{ tag: "candidate", type: "relationship", applicability: "both", noteEffect: "create", description: "Job applicants", example: "Thanks for reaching out. I'd love to learn more about the engineering role." },
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{ tag: "team", type: "relationship", applicability: "both", noteEffect: "create", description: "Internal team members", example: "Here's the updated roadmap for Q2. Let's discuss in our sync." },
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{ tag: "advisor", type: "relationship", applicability: "both", noteEffect: "create", description: "Advisors, mentors, or board members", example: "I've reviewed the deck. Here are my thoughts on the GTM strategy." },
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{ tag: "personal", type: "relationship", applicability: "both", noteEffect: "create", description: "Family or friends", example: "Are you coming to Thanksgiving this year? Let me know your travel dates." },
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{ tag: "press", type: "relationship", applicability: "both", noteEffect: "create", description: "Journalists or media", example: "I'm writing a piece on AI agents. Would you be available for an interview?" },
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{ tag: "community", type: "relationship", applicability: "both", noteEffect: "create", description: "Users, peers, or open source contributors", example: "Love what you're building with Rowboat. Here's a bug I found..." },
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{ tag: "government", type: "relationship", applicability: "both", noteEffect: "create", description: "Government agencies", example: "Your Delaware franchise tax is due by March 1, 2025." },
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{ tag: "primary", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "Main contact or decision maker", example: "Sarah Chen — VP Engineering, your main point of contact at Acme." },
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{ tag: "secondary", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "Supporting contact, involved but not the lead", example: "David Kim — Engineer CC'd on customer emails." },
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{ tag: "executive-assistant", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "EA or admin handling scheduling and logistics", example: "Lisa — Sarah's EA who schedules all her meetings." },
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{ tag: "cc", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "Person who's CC'd but not actively engaged", example: "Manager looped in for visibility on deal." },
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{ tag: "referred-by", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "Person who made an introduction or referral", example: "David Park — Investor who intro'd you to Sarah." },
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{ tag: "former", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "Previously held this relationship, no longer active", example: "John — Former customer who churned last year." },
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{ tag: "champion", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "Internal advocate pushing for you", example: "Engineer who loves your product and is selling internally." },
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{ tag: "blocker", type: "relationship-sub", applicability: "notes", noteEffect: "none", description: "Person opposing or blocking progress", example: "CFO resistant to spending on new tools." },
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{ tag: "sales", type: "topic", applicability: "both", noteEffect: "create", description: "Sales conversations, deals, and revenue", example: "Here's the pricing proposal we discussed. Let me know if you have questions." },
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{ tag: "support", type: "topic", applicability: "both", noteEffect: "create", description: "Help requests, issues, and customer support", example: "We're seeing an error when trying to export. Can you help?" },
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{ tag: "legal", type: "topic", applicability: "both", noteEffect: "create", description: "Contracts, terms, compliance, and legal matters", example: "Legal has reviewed the MSA. Attached are our requested changes." },
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{ tag: "finance", type: "topic", applicability: "both", noteEffect: "create", description: "Money, invoices, payments, banking, and taxes", example: "Your invoice #1234 for $5,000 is attached. Payment due in 30 days." },
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{ tag: "hiring", type: "topic", applicability: "both", noteEffect: "create", description: "Recruiting, interviews, and employment", example: "We'd like to move forward with a final round interview. Are you available Thursday?" },
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{ tag: "fundraising", type: "topic", applicability: "both", noteEffect: "create", description: "Raising money and investor relations", example: "Thanks for sending the deck. We'd like to schedule a partner meeting." },
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{ tag: "travel", type: "topic", applicability: "both", noteEffect: "skip", description: "Flights, hotels, trips, and travel logistics", example: "Your flight to Tokyo on March 15 is confirmed. Confirmation #ABC123." },
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{ tag: "event", type: "topic", applicability: "both", noteEffect: "create", description: "Conferences, meetups, and gatherings", example: "You're invited to speak at TechCrunch Disrupt. Can you confirm your availability?" },
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{ tag: "shopping", type: "topic", applicability: "both", noteEffect: "skip", description: "Purchases, orders, and returns", example: "Your order #12345 has shipped. Track it here." },
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{ tag: "health", type: "topic", applicability: "both", noteEffect: "skip", description: "Medical, wellness, and health-related matters", example: "Your appointment with Dr. Smith is confirmed for Monday at 2pm." },
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{ tag: "learning", type: "topic", applicability: "both", noteEffect: "skip", description: "Courses, education, and skill-building", example: "Welcome to the Advanced Python course. Here's your access link." },
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{ tag: "research", type: "topic", applicability: "both", noteEffect: "create", description: "Research requests and information gathering", example: "Here's the market analysis you requested on the AI agent space." },
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{ tag: "intro", type: "email-type", applicability: "both", noteEffect: "create", description: "Warm introduction from someone you know", example: "I'd like to introduce you to Sarah Chen, VP Engineering at Acme." },
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{ tag: "followup", type: "email-type", applicability: "both", noteEffect: "create", description: "Following up on a previous conversation", example: "Following up on our call last week. Have you had a chance to review the proposal?" },
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{ tag: "scheduling", type: "email-type", applicability: "email", noteEffect: "skip", description: "Meeting and calendar scheduling", example: "Are you available for a call next Tuesday at 2pm?" },
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{ tag: "cold-outreach", type: "email-type", applicability: "email", noteEffect: "skip", description: "Unsolicited contact from someone you don't know", example: "Hi, I noticed your company is growing fast. I'd love to show you how we can help with..." },
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{ tag: "newsletter", type: "email-type", applicability: "email", noteEffect: "skip", description: "Newsletters, marketing emails, and subscriptions", example: "This week in AI: The latest developments in agent frameworks..." },
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{ tag: "notification", type: "email-type", applicability: "email", noteEffect: "skip", description: "Automated alerts, receipts, and system notifications", example: "Your password was changed successfully. If this wasn't you, contact support." },
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{ tag: "spam", type: "filter", applicability: "email", noteEffect: "skip", description: "Junk and unwanted email", example: "Congratulations! You've won $1,000,000..." },
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{ tag: "promotion", type: "filter", applicability: "email", noteEffect: "skip", description: "Marketing offers and sales pitches", example: "50% off all items this weekend only!" },
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{ tag: "social", type: "filter", applicability: "email", noteEffect: "skip", description: "Social media notifications", example: "John Smith commented on your post." },
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{ tag: "forums", type: "filter", applicability: "email", noteEffect: "skip", description: "Mailing lists and group discussions", example: "Re: [dev-list] Question about API design" },
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{ tag: "action-required", type: "action", applicability: "both", noteEffect: "create", description: "Needs a response or action from you", example: "Can you send me the pricing by Friday?" },
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{ tag: "fyi", type: "action", applicability: "email", noteEffect: "skip", description: "Informational only, no action needed", example: "Just wanted to let you know the deal closed. Thanks for your help!" },
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{ tag: "urgent", type: "action", applicability: "both", noteEffect: "create", description: "Time-sensitive, needs immediate attention", example: "We need your signature on the contract by EOD today or we lose the deal." },
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{ tag: "waiting", type: "action", applicability: "both", noteEffect: "create", description: "Waiting on a response from them" },
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{ tag: "unread", type: "status", applicability: "email", noteEffect: "none", description: "Not yet processed" },
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{ tag: "to-reply", type: "status", applicability: "email", noteEffect: "none", description: "Need to respond" },
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{ tag: "done", type: "status", applicability: "email", noteEffect: "none", description: "Handled, can be archived" },
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{ tag: "active", type: "status", applicability: "notes", noteEffect: "none", description: "Currently relevant, recent activity" },
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{ tag: "archived", type: "status", applicability: "notes", noteEffect: "none", description: "No longer active, kept for reference" },
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{ tag: "stale", type: "status", applicability: "notes", noteEffect: "none", description: "No activity in 60+ days, needs attention or archive" },
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{ tag: "email", type: "source", applicability: "notes", noteEffect: "none", description: "Created or updated from email" },
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{ tag: "meeting", type: "source", applicability: "notes", noteEffect: "none", description: "Created or updated from meeting transcript" },
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{ tag: "browser", type: "source", applicability: "notes", noteEffect: "none", description: "Content captured from web browsing" },
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{ tag: "web-search", type: "source", applicability: "notes", noteEffect: "none", description: "Information from web search" },
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{ tag: "manual", type: "source", applicability: "notes", noteEffect: "none", description: "Manually entered by user" },
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{ tag: "import", type: "source", applicability: "notes", noteEffect: "none", description: "Imported from another system" },
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]
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function TagGroupTable({
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group,
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@ -1048,8 +987,8 @@ function NoteTaggingSettings({ dialogOpen }: { dialogOpen: boolean }) {
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setTags(parsed)
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setOriginalTags(parsed)
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} catch {
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setTags([...DEFAULT_TAGS])
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setOriginalTags([...DEFAULT_TAGS])
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setTags([])
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setOriginalTags([])
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} finally {
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setLoading(false)
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}
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@ -1110,7 +1049,7 @@ function NoteTaggingSettings({ dialogOpen }: { dialogOpen: boolean }) {
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const isEmailSection = activeSection === "email"
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const applicability = isEmailSection ? "email" as const : "notes" as const
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// For email-only types, always use "email"; for notes-only types, always use "notes"; otherwise use "both"
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const emailOnlyTypes = ["email-type", "filter"]
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const emailOnlyTypes = ["email-type", "noise"]
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const notesOnlyTypes = ["relationship-sub", "source"]
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let finalApplicability: "email" | "notes" | "both" = "both"
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if (emailOnlyTypes.includes(type)) finalApplicability = "email"
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@ -1148,11 +1087,6 @@ function NoteTaggingSettings({ dialogOpen }: { dialogOpen: boolean }) {
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}
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}, [tags])
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const handleReset = useCallback(() => {
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if (!confirm("Reset all tags to defaults? This will discard your changes.")) return
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setTags([...DEFAULT_TAGS])
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}, [])
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const toggleGroup = useCallback((type: string) => {
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setCollapsedGroups(prev => {
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const next = new Set(prev)
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@ -1224,9 +1158,6 @@ function NoteTaggingSettings({ dialogOpen }: { dialogOpen: boolean }) {
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)}
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</div>
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<div className="flex items-center gap-2">
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<Button variant="outline" size="sm" onClick={handleReset}>
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Reset to defaults
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</Button>
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<Button size="sm" onClick={handleSave} disabled={saving || !hasChanges}>
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{saving ? "Saving..." : "Save"}
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</Button>
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