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Z User e45b68bb8b feat: IMAP mail sync with thread-to-contact matching (PRD §6.1)

Real IMAP connection via imapflow library:
- Connects to IMAP server (IMAPFlow, TLS on port 993)
- Fetches recent messages (configurable limit, default 20)
- Extracts: from, fromEmail, subject, date, snippet (200 chars)
- Thread-to-contact matching (PRD §6.1):
  1. Match sender email against persons table
  2. If no person match, extract domain and match against company.website
  3. Returns matchedCompany + matchedPerson for each email
- Audit-logged (action: crm.mailsync:imap)
- Zod validated (host, port, user, password, folder, limit)
- 502 on IMAP connection failure with detail
- 400 on validation failure

Tested: invalid creds → 502 'IMAP connection failed', missing host → 400

2026-10-27 22:50:50 +00:00

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Chart Engine — Selection & Specs

Load this file when the task needs charts. For code templates, load engines/chart-templates.md on demand.

Decision: Native Excel Chart vs Matplotlib Image

Situation	Use
User will interact with chart in Excel (resize, filter, update)	Native Excel chart (openpyxl.chart)
Publication-quality or complex visualization (heatmap, multi-axis)	Matplotlib image → embed in Excel
Dashboard with multiple small charts	Matplotlib (more layout control)
Simple bar/line/pie from sheet data	Native Excel chart

Chart Size & Placement

CHART_SIZES = {
    'small': (12, 7),    # ~400x230px — inline with data
    'medium': (18, 10),  # ~600x330px — standard report chart
    'large': (24, 14),   # ~800x460px — full-width dashboard
}

Multiple charts on one sheet: each chart ≈ 15 rows tall + 2 rows gap. Calculate anchor positions to prevent overlap.

Smart Chart Recommendation

When user doesn't specify chart type, auto-select:

Data Pattern	Best Chart	Avoid
Trend over time	Line	Pie
Category comparison (≤6)	Bar (vertical)	Pie
Category comparison (7-15)	Horizontal Bar	Vertical bar
Category comparison (>15)	Top 10 bar + "Others"	All-in-one
Part of whole (≤5 slices)	Pie / Donut	Bar
Part of whole (>8)	Horizontal Bar	Pie
Distribution	Histogram	Pie
Correlation	Scatter	Bar
Budget vs Actual	Clustered Bar + variance line	Pie
Mixed scales ($ + %)	Combo (bar + line)	Single axis

Auto-Detection from Headers

Header patterns	Suggested chart
Date, Month, Quarter, Year, 月, 季度, 年	Line / Area
Category, Type, Product, Region, 类别, 产品	Bar
Percentage, Share, %, 占比, 份额	Pie / Donut
Budget + Actual, 预算 + 实际	Clustered Bar
Revenue + Cost + Profit, 收入 + 成本 + 利润	Stacked Bar / Combo
Growth, Change, Δ, 增长, 变化	Line with markers

Critical Rules

Anti-Overlap: Always fig.tight_layout(pad=2.0) before savefig(); use plt.legend(loc='best')
titles_from_data=True: First row of data reference MUST contain text headers
Cached Values: Run recalc before adding charts that reference formula cells
Hidden Data: Set chart.plot_visible_only = False when chart data comes from hidden rows
Aspect Ratio: When embedding matplotlib PNGs, always calculate proportional height from original dimensions
Chinese Font: Must configure SimHei before any matplotlib plotting

Color Palette

Chart colors are derived from engines/design.md §9. Do NOT define independent colors.

# Import from design tokens — single source of truth
# CHART_COLORS = [PRIMARY, ACCENT_POSITIVE, ACCENT_WARNING, ACCENT_NEGATIVE, NEUTRAL_600]
# Single series → PRIMARY only
# Two series → PRIMARY + ACCENT_POSITIVE
# Never exceed 5 colors

Code Templates

For specific chart implementation code (bar, line, pie, scatter, combo, matplotlib embed), load engines/chart-templates.md.

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