Link Directory tab to Demographics' master contacts tool
Plain link in the Directory toolbar to localhost:8506, opens in a new tab, no embedding or API work. Deliberately loose coupling since the CRM decision is still open. Closes the Demographics-Outreach Board wiring task.
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@@ -958,6 +958,7 @@
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<button class="ab-filter-chip" id="ab-followers-link">Followers ↗</button>
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<a class="ab-filter-chip" style="text-decoration:none;" href="address_book/conference_mail_merge/conference_contacts.xlsx" download>Download Contact Sheet ↓</a>
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<a class="ab-filter-chip" style="text-decoration:none;" href="http://localhost:8505" target="_blank" rel="noopener" title="Opens the Mail Merge tool in a new tab. Must be running first (webapp.py in address_book/conference_mail_merge/).">Open Mail Merge Tool ↗</a>
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<a class="ab-filter-chip" style="text-decoration:none;" href="http://localhost:8506" target="_blank" rel="noopener" title="Opens Demographics' master contacts tool in a new tab, 364 unique contacts deduped across 5 sources. Must be running first.">Open Master Contacts (Demographics) ↗</a>
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</div>
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<div class="ab-toolbar">
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<select class="ab-stage-select" id="ab-category-filter">
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@@ -6469,10 +6470,12 @@
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id: "open-items-demographics",
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label: "Demographics",
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subtasks: [
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{ id: "st-ea5ae426", subtask: "Demographics ↔ Outreach Board wiring", ask: "Recommended link-out from 8500's Directory tab to Demographics' import/export tool (port 8506)", kpi: "—", status: "Still open, not built yet" },
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{ id: "st-ea5ae426", subtask: "Demographics ↔ Outreach Board wiring", ask: "Recommended link-out from 8500's Directory tab to Demographics' import/export tool (port 8506)", kpi: "—", status: "Done", closedDate: "2026-09-05", closedSource: "Mckinley-directed" },
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{ id: "st-eaaf78b6", subtask: "SPIE source data anomaly", ask: "Unexplained \"Mckinley Black\" dummy row in the raw SPIE presenter source file — worth investigating why it's there", kpi: "—", status: "Still open, needs investigation" }
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],
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notes: [],
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notes: [
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{ date: "2026-09-05", source: "Mckinley-directed", text: "Demographics ↔ Outreach Board wiring closed. A plain link added to the Directory tab's toolbar, opening Demographics' master contacts tool (localhost:8506) in a new tab, no embedding or API work on either side. Deliberately a loose link rather than a tighter integration, since the CRM decision is still open between EspoCRM and Dolibarr and nothing should need unwinding once that settles. Demographics currently holds 364 unique contacts deduped across 5 sources, LinkedIn Followers, Market Overview, Prospect Scout, Contact List Phase 1, and SPIE 2026 presenters." }
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],
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reports: []
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},
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{
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