contacts: calls on the Contrack timeline, summaries opt-in (C5)

Spec 11 §4.4: the contrackLog job puts each connected person's calls with their Contrack
contacts on that contact's timeline once (contrack_call_log, migration 0011), from when they
connected. With summaries on (My settings → Contacts, needs call summaries), the escaped summary
and action items go in, and the first action item becomes a follow-up due the next day. Waits up
to 30 min for a summary; Contrack down is retried, refusals noted once. Tested against a fake and
a real Contrack 2.0.2.

apps/api/src/contacts/contrack.ts

@@ -204,6 +204,22 @@ export async function contrackCreate(
   return toDto(c, row, owner === null ? 'company' : 'mine');
 }
 
+/** A timeline entry on a contact (11 §4.4); answers its id. */
+export async function contrackInteraction(
+  c: Contrack,
+  token: string,
+  contactId: string,
+  body: Record<string, unknown>,
+): Promise<string> {
+  const r = await ctk<{ id: string }>(
+    c.url,
+    token,
+    `api/contacts/${encodeURIComponent(contactId)}/interactions`,
+    { method: 'POST', body: JSON.stringify(body) },
+  );
+  return r.id;
+}
+
 /** Settings → Contacts → Test, and connecting a token: reachable, and the token reads contacts. */
 export async function contrackCheck(url: string, token: string | null): Promise<string> {
   try {

apps/api/src/contacts/timeline.test.ts

@@ -0,0 +1,62 @@
+// SPDX-License-Identifier: AGPL-3.0-or-later
+// C5: what a call looks like on a Contrack timeline (11 §4.4).
+import { describe, expect, it } from 'vitest';
+import { splitSummary, timelineEntry, type TimelineCall } from './timeline.ts';
+
+const call = (c: Partial<TimelineCall>): TimelineCall => ({
+  out: false,
+  status: 'answered',
+  fromNumber: '13125551234',
+  toNumber: '13125550000',
+  talkSeconds: 192,
+  answeredBy: null,
+  recorded: false,
+  ...c,
+});
+
+describe('timelineEntry', () => {
+  it('titles calls from where the person sat', () => {
+    const t = (c: Partial<TimelineCall>) => timelineEntry(call(c), null).title;
+    expect(t({})).toBe('Incoming call');
+    expect(t({ answeredBy: 'Sue Smith' })).toBe('Incoming call, answered by Sue Smith');
+    expect(t({ status: 'missed', talkSeconds: 0 })).toBe('Missed call');
+    expect(t({ status: 'voicemail', talkSeconds: 0 })).toBe('Missed call, voicemail left');
+    expect(t({ out: true })).toBe('Outgoing call');
+    expect(t({ out: true, status: 'busy', talkSeconds: 0 })).toBe('Outgoing call, busy');
+    expect(t({ out: true, status: 'failed', talkSeconds: 0 })).toBe('Outgoing call, no answer');
+  });
+
+  it('writes the facts, the summary and its action items as escaped HTML', () => {
+    const e = timelineEntry(
+      call({ recorded: true }),
+      'Acme <wants> a quote & a call back.\nAction items:\n- Dan sends the quote\n- Sue books a visit',
+    );
+    expect(e).toEqual({
+      title: 'Incoming call',
+      content:
+        '<p>From (312) 555-1234 to (312) 555-0000 · 3:12 · recorded</p>' +
+        '<p>Acme &lt;wants&gt; a quote &amp; a call back.</p>' +
+        '<p>Action items:</p><ul><li>Dan sends the quote</li><li>Sue books a visit</li></ul>',
+      duration: 4,
+      firstItem: 'Dan sends the quote',
+    });
+    const missed = timelineEntry(call({ status: 'missed', talkSeconds: 0 }), null);
+    expect([missed.content, missed.duration, missed.firstItem]).toEqual([
+      '<p>From (312) 555-1234 to (312) 555-0000</p>',
+      null,
+      null,
+    ]);
+    expect(timelineEntry(call({ out: true }), null).content).toBe(
+      '<p>To (312) 555-0000 · 3:12</p>',
+    );
+  });
+
+  it('reads "Action items: none" as none', () => {
+    expect(splitSummary('Wrong number.\nAction items: none')).toEqual({
+      text: ['Wrong number.'],
+      items: [],
+    });
+    expect(splitSummary('Just chatted.')).toEqual({ text: ['Just chatted.'], items: [] });
+    expect(splitSummary('X.\nAction items:\n- none')).toEqual({ text: ['X.'], items: [] });
+  });
+});

apps/api/src/contacts/timeline.ts

@@ -0,0 +1,218 @@
+// SPDX-License-Identifier: AGPL-3.0-or-later
+// Calls on the Contrack timeline (11 §4.4): each call of a connected person with one of their
+// Contrack contacts becomes a "call" interaction on that contact, with the recorded call's
+// summary if they asked for it. Unknown numbers are not added to Contrack.
+import { and, asc, eq, gt, isNotNull, lt, ne, sql } from 'drizzle-orm';
+import { alias } from 'drizzle-orm/pg-core';
+import { formatNumber } from '@selfphoneng/shared';
+import { decrypt } from '../crypto/secrets.ts';
+import type { Db } from '../db/client.ts';
+import {
+  callExtensions,
+  calls,
+  contrackCallLog,
+  extensions,
+  recordings,
+  users,
+} from '../db/schema.ts';
+import { todayIn } from '../generator/load.ts';
+import { getSetting } from '../services/settings.ts';
+import { ContrackError, contrackBook, contrackInteraction, contrackSettings } from './contrack.ts';
+
+/** A recorded call waits this long for its summary before it's logged without one. */
+const SUMMARY_WAIT_MS = 30 * 60_000;
+
+const esc = (s: string) =>
+  s.replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;').replace(/"/g, '&quot;');
+const num = (n: string | null) => (n ? (n.length > 6 ? formatNumber(n) : n) : 'an unknown number');
+const mmss = (s: number) => `${Math.floor(s / 60)}:${String(s % 60).padStart(2, '0')}`;
+
+export type TimelineCall = {
+  out: boolean;
+  status: string;
+  fromNumber: string | null;
+  toNumber: string | null;
+  talkSeconds: number;
+  /** Someone else answered (a ring group or queue colleague). */
+  answeredBy: string | null;
+  recorded: boolean;
+};
+
+/** "Action items:" lines of a summary (10 §3), and the text before them. */
+export function splitSummary(summary: string): { text: string[]; items: string[] } {
+  const lines = summary
+    .split('\n')
+    .map((l) => l.trim())
+    .filter(Boolean);
+  const at = lines.findIndex((l) => /^action items:/i.test(l));
+  if (at < 0) return { text: lines, items: [] };
+  return {
+    text: lines.slice(0, at),
+    items: lines
+      .slice(at + 1)
+      .filter((l) => /^[-*•]\s+/.test(l))
+      .map((l) => l.replace(/^[-*•]\s+/, ''))
+      .filter((l) => !/^none\.?$/i.test(l)),
+  };
+}
+
+/** The interaction for one call: title, HTML content, minutes, the first action item. */
+export function timelineEntry(c: TimelineCall, summary: string | null) {
+  const missed = ['missed', 'voicemail', 'abandoned'].includes(c.status);
+  const title = c.out
+    ? c.status === 'answered'
+      ? 'Outgoing call'
+      : `Outgoing call, ${c.status === 'busy' ? 'busy' : 'no answer'}`
+    : c.status === 'voicemail'
+      ? 'Missed call, voicemail left'
+      : missed || c.status !== 'answered'
+        ? 'Missed call'
+        : c.answeredBy
+          ? `Incoming call, answered by ${c.answeredBy}`
+          : 'Incoming call';
+  const facts = [
+    c.out ? `To ${num(c.toNumber)}` : `From ${num(c.fromNumber)} to ${num(c.toNumber)}`,
+    ...(c.talkSeconds ? [mmss(c.talkSeconds)] : []),
+    ...(c.recorded ? ['recorded'] : []),
+  ];
+  const parts = [`<p>${esc(facts.join(' · '))}</p>`];
+  const s = summary ? splitSummary(summary) : null;
+  if (s?.text.length) parts.push(...s.text.map((l) => `<p>${esc(l)}</p>`));
+  if (s?.items.length)
+    parts.push(`<p>Action items:</p><ul>${s.items.map((i) => `<li>${esc(i)}</li>`).join('')}</ul>`);
+  return {
+    title,
+    content: parts.join(''),
+    duration: c.talkSeconds ? Math.ceil(c.talkSeconds / 60) : null,
+    firstItem: s?.items[0] ?? null,
+  };
+}
+
+const answerer = alias(extensions, 'answerer');
+
+/**
+ * One run of the contrackLog job: calls that ended over a minute ago (and within 2 days), of
+ * people who connected Contrack and log calls, not looked at yet. Contrack down: tried again on
+ * the next run.
+ */
+export async function logCallsToContrack(d: {
+  db: Db;
+  log: { error(o: object, m: string): void };
+  now?: Date;
+}): Promise<number> {
+  const c = await contrackSettings(d.db);
+  if (!c) return 0;
+  const now = d.now ?? new Date();
+  const tz = await getSetting(d.db, 'general.timezone');
+  const summariesOn =
+    (await getSetting(d.db, 'ai.callTranscripts')) && (await getSetting(d.db, 'ai.callSummaries'));
+  const rows = await d.db
+    .select({
+      call: calls,
+      role: callExtensions.role,
+      userId: users.id,
+      withSummary: users.contrackLogSummaries,
+      tokenEnc: users.contrackTokenEnc,
+      extId: extensions.id,
+      answeredById: answerer.id,
+      answeredBy: answerer.name,
+      summary: recordings.summary,
+      aiDoneAt: recordings.aiDoneAt,
+    })
+    .from(calls)
+    .innerJoin(callExtensions, eq(callExtensions.callId, calls.id))
+    .innerJoin(extensions, eq(extensions.id, callExtensions.extensionId))
+    .innerJoin(users, eq(users.id, extensions.userId))
+    .leftJoin(answerer, eq(answerer.id, calls.answeredByExtensionId))
+    .leftJoin(recordings, eq(recordings.id, calls.recordingId))
+    .where(
+      and(
+        isNotNull(users.contrackTokenEnc),
+        eq(users.contrackLogCalls, true),
+        eq(users.isActive, true),
+        ne(calls.direction, 'internal'),
+        gt(calls.endedAt, users.contrackLogSince),
+        lt(calls.endedAt, new Date(now.getTime() - 60_000)),
+        gt(calls.endedAt, new Date(now.getTime() - 2 * 24 * 3600_000)),
+        sql`not exists (select 1 from ${contrackCallLog} l where l.call_id = ${calls.id} and l.user_id = ${users.id})`,
+      ),
+    )
+    .orderBy(asc(calls.endedAt))
+    .limit(500);
+
+  // One entry per call and person (a person can be in a call as caller, rang and answered).
+  const todo = new Map<string, (typeof rows)[number] & { out: boolean }>();
+  for (const r of rows) {
+    const k = `${r.call.id}|${r.userId}`;
+    const out = r.role === 'caller' || todo.get(k)?.out === true;
+    todo.set(k, { ...r, out });
+  }
+  const skipUser = new Set<string>(); // Contrack down or token refused: try again next run
+  let logged = 0;
+  for (const r of todo.values()) {
+    if (skipUser.has(r.userId)) continue;
+    const record = (interactionId: string | null, error: string | null = null) =>
+      d.db
+        .insert(contrackCallLog)
+        .values({ callId: r.call.id, userId: r.userId, interactionId, error })
+        .onConflictDoNothing();
+    const book = await contrackBook(d.db, c, r.userId);
+    if (!book || book.error) {
+      skipUser.add(r.userId);
+      continue;
+    }
+    const other = r.out ? r.call.toNumber : r.call.fromNumber;
+    const contact = other
+      ? book.contacts.find((x) => x.numbers.some((n) => n.number === other))
+      : undefined;
+    if (!contact) {
+      await record(null);
+      continue;
+    }
+    const wantSummary = r.withSummary && summariesOn && r.call.recordingId !== null;
+    if (wantSummary && !r.aiDoneAt && now.getTime() - r.call.endedAt.getTime() < SUMMARY_WAIT_MS)
+      continue; // the transcript job hasn't summarized it yet
+    const e = timelineEntry(
+      {
+        out: r.out,
+        status: r.call.status,
+        fromNumber: r.call.fromNumber,
+        toNumber: r.call.toNumber,
+        talkSeconds: r.call.talkSeconds,
+        answeredBy: r.answeredById && r.answeredById !== r.extId ? r.answeredBy : null,
+        recorded: r.call.recordingId !== null,
+      },
+      wantSummary ? r.summary : null,
+    );
+    try {
+      const id = await contrackInteraction(c, decrypt(r.tokenEnc!), contact.id, {
+        type: 'call',
+        title: e.title,
+        content: e.content,
+        date: r.call.startedAt.toISOString(),
+        duration: e.duration,
+        source: 'selfphoneng',
+        ...(e.firstItem
+          ? {
+              actionItem: {
+                title: e.firstItem.slice(0, 200),
+                dueAt: todayIn(tz, new Date(r.call.startedAt.getTime() + 24 * 3600_000)),
+              },
+            }
+          : {}),
+      });
+      await record(id);
+      logged++;
+    } catch (err) {
+      const status = err instanceof ContrackError ? err.status : undefined;
+      // Refused (bad request, a read-only token, a deleted contact): noted, not retried.
+      if (status && status >= 400 && status < 500 && status !== 401 && status !== 429)
+        await record(null, (err as Error).message);
+      else {
+        skipUser.add(r.userId);
+        d.log.error({ err, user: r.userId }, 'contrack: call not logged yet');
+      }
+    }
+  }
+  return logged;
+}

apps/api/src/db/migrations/0011_contrack_call_log.sql

@@ -0,0 +1,16 @@
+CREATE TABLE "contrack_call_log" (
+	"call_id" uuid NOT NULL,
+	"user_id" uuid NOT NULL,
+	"interaction_id" text,
+	"error" text,
+	"logged_at" timestamp with time zone DEFAULT now() NOT NULL,
+	CONSTRAINT "contrack_call_log_call_id_user_id_pk" PRIMARY KEY("call_id","user_id")
+);
+--> statement-breakpoint
+ALTER TABLE "users" ADD COLUMN "contrack_log_calls" boolean DEFAULT true NOT NULL;--> statement-breakpoint
+ALTER TABLE "users" ADD COLUMN "contrack_log_summaries" boolean DEFAULT false NOT NULL;--> statement-breakpoint
+ALTER TABLE "users" ADD COLUMN "contrack_log_since" timestamp with time zone;--> statement-breakpoint
+ALTER TABLE "contrack_call_log" ADD CONSTRAINT "contrack_call_log_call_id_calls_id_fk" FOREIGN KEY ("call_id") REFERENCES "public"."calls"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "contrack_call_log" ADD CONSTRAINT "contrack_call_log_user_id_users_id_fk" FOREIGN KEY ("user_id") REFERENCES "public"."users"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+-- People already connected (C3) start logging now, not with the last 2 days of calls.
+UPDATE "users" SET "contrack_log_since" = now() WHERE "contrack_token_enc" IS NOT NULL;

apps/api/src/db/migrations/meta/_journal.json

@@ -78,6 +78,13 @@
       "when": 1792785318384,
       "tag": "0010_contrack_token",
       "breakpoints": true
+    },
+    {
+      "idx": 11,
+      "version": "7",
+      "when": 1792788393381,
+      "tag": "0011_contrack_call_log",
+      "breakpoints": true
     }
   ]
 }

apps/api/src/db/schema.ts

@@ -65,6 +65,11 @@ export const users = pgTable('users', {
   lastLoginAt: tstz(),
   /** Contrack mode (11 §4.3): this person's own Contrack personal token, encrypted. */
   contrackTokenEnc: text(),
+  /** 11 §4.4: my calls on my Contrack contacts' timelines, from contrackLogSince on. */
+  contrackLogCalls: boolean().notNull().default(true),
+  /** …with each recorded call's summary (10 §3). */
+  contrackLogSummaries: boolean().notNull().default(false),
+  contrackLogSince: tstz(),
   ...timestamps,
 });
 
@@ -622,6 +627,24 @@ export const contacts = pgTable('contacts', {
   ...timestamps,
 });
 
+/** A call put on (or checked for) a person's Contrack timeline (11 §4.4): never twice. */
+export const contrackCallLog = pgTable(
+  'contrack_call_log',
+  {
+    callId: uuid()
+      .notNull()
+      .references(() => calls.id, { onDelete: 'cascade' }),
+    userId: uuid()
+      .notNull()
+      .references(() => users.id, { onDelete: 'cascade' }),
+    /** Contrack's interaction id; null: no contact has that number, or it couldn't be written. */
+    interactionId: text(),
+    error: text(),
+    loggedAt: tstz().notNull().defaultNow(),
+  },
+  (t) => [primaryKey({ columns: [t.callId, t.userId] })],
+);
+
 /** A contact offered to a colleague, waiting for Accept or Deny (11 §2.1). */
 export const contactShares = pgTable(
   'contact_shares',

apps/api/src/jobs.ts

@@ -26,6 +26,7 @@ import { audit } from './services/audit.ts';
 import { backupDue, runBackup } from './services/backup.ts';
 import { sendCallReports } from './services/callreport.ts';
 import { contrackBook, contrackSettings } from './contacts/contrack.ts';
+import { logCallsToContrack } from './contacts/timeline.ts';
 import { logEvent } from './services/events.ts';
 import { deliverDue } from './services/webhooks.ts';
 import type { SendMail } from './services/mail.ts';
@@ -256,7 +257,20 @@ export function createJobs(d: JobDeps) {
     await sendCallReports({ db: d.db, send: d.send, log: d.log, now: now() });
   };
 
-  return { daily, backup, publicIpWatch, trunkWatch, diskWatch, callReports, contactsWarm };
+  const contrackLog = async () => {
+    await logCallsToContrack({ db: d.db, log: d.log, now: now() });
+  };
+
+  return {
+    daily,
+    backup,
+    publicIpWatch,
+    trunkWatch,
+    diskWatch,
+    callReports,
+    contactsWarm,
+    contrackLog,
+  };
 }
 
 /** Starts the jobs; returns a stop function. */
@@ -280,6 +294,7 @@ export function startJobs(d: JobDeps): () => void {
     if (minute % 60 === 0) run('diskWatch', j.diskWatch);
     run('callReports', j.callReports);
     if (minute % 5 === 0) run('contactsWarm', j.contactsWarm);
+    run('contrackLog', j.contrackLog);
     run('callTranscripts', async () => {
       await transcribeCalls({ db: d.db, dir: resolve(d.config.RECORDINGS_DIR), log: d.log });
     });

apps/api/src/routes/me.ts

@@ -3,10 +3,11 @@
 import { existsSync } from 'node:fs';
 import { mkdir, rm } from 'node:fs/promises';
 import { join } from 'node:path';
-import { and, desc, eq, isNull } from 'drizzle-orm';
+import { and, desc, eq, isNull, sql } from 'drizzle-orm';
 import type { FastifyInstance } from 'fastify';
 import { z } from 'zod';
 import {
+  ContrackOptionsSchema,
   GREETINGS,
   MeUpdateSchema,
   type ListResponse,
@@ -133,10 +134,18 @@ export async function meRoutes(app: FastifyInstance) {
     if (!c) return null;
     const token = await tokenFor(db, c, userId);
     const book = token ? await contrackBook(db, c, userId) : null;
+    const [u] = await db
+      .select({ logCalls: users.contrackLogCalls, logSummaries: users.contrackLogSummaries })
+      .from(users)
+      .where(eq(users.id, userId));
     return {
       connected: !!book && !book.error,
       tokenPrefix: token ? `${token.slice(0, 12)}…` : null,
       publicUrl: c.publicUrl,
+      logCalls: u?.logCalls ?? true,
+      logSummaries: u?.logSummaries ?? false,
+      summariesAvailable:
+        (await getSetting(db, 'ai.callTranscripts')) && (await getSetting(db, 'ai.callSummaries')),
     };
   }
 
@@ -148,9 +157,13 @@ export async function meRoutes(app: FastifyInstance) {
     await contrackCheck(c.url, token).catch((err: Error) => {
       throw badRequest(err.message);
     });
+    // Calls are logged from now on, not the ones before (11 §4.4).
     await db
       .update(users)
-      .set({ contrackTokenEnc: encrypt(token) })
+      .set({
+        contrackTokenEnc: encrypt(token),
+        contrackLogSince: sql`coalesce(${users.contrackLogSince}, now())`,
+      })
       .where(eq(users.id, req.user!.id));
     forgetBook(req.user!.id);
     await audit(db, {
@@ -164,6 +177,25 @@ export async function meRoutes(app: FastifyInstance) {
     return myState(req.user!.id);
   });
 
+  /** Log my calls in Contrack, with or without their summaries (11 §4.4). */
+  app.patch('/api/me/contrack', async (req) => {
+    const o = ContrackOptionsSchema.parse(req.body);
+    const [u] = await db
+      .select({ logCalls: users.contrackLogCalls })
+      .from(users)
+      .where(eq(users.id, req.user!.id));
+    await db
+      .update(users)
+      .set({
+        ...(o.logCalls !== undefined ? { contrackLogCalls: o.logCalls } : {}),
+        ...(o.logSummaries !== undefined ? { contrackLogSummaries: o.logSummaries } : {}),
+        // Turned back on: from now, not the calls while it was off.
+        ...(o.logCalls && !u?.logCalls ? { contrackLogSince: new Date() } : {}),
+      })
+      .where(eq(users.id, req.user!.id));
+    return myState(req.user!.id);
+  });
+
   app.delete('/api/me/contrack', async (req) => {
     await db.update(users).set({ contrackTokenEnc: null }).where(eq(users.id, req.user!.id));
     forgetBook(req.user!.id);

apps/api/test/contrack-live.test.ts

@@ -8,7 +8,11 @@
 //   CONTRACK_LIVE_URL=http://127.0.0.1:3210 pnpm vitest run apps/api/test/contrack-live.test.ts
 import type { LightMyRequestResponse } from 'fastify';
 import { afterAll, beforeAll, describe, expect, it } from 'vitest';
+import { eq } from 'drizzle-orm';
 import { contactNames } from '../src/contacts/book.ts';
+import { logCallsToContrack } from '../src/contacts/timeline.ts';
+import { callExtensions, calls, extensions, recordings, users } from '../src/db/schema.ts';
+import { setSetting } from '../src/services/settings.ts';
 import { loadPhonebook } from '../src/provisioning/context.ts';
 import { hasTestDb } from './db.ts';
 import { ADMIN, H, createTestApp } from './app.ts';
@@ -235,6 +239,74 @@ describe.skipIf(!hasTestDb || !LIVE)('contacts in a real Contrack', () => {
     ).toContain('Bob Smith');
   });
 
+  it('a call with Jane lands on her Contrack timeline, with the summary and a follow-up (C5)', async () => {
+    const at = (minAgo: number) => new Date(Date.now() - minAgo * 60_000);
+    await t.db
+      .update(users)
+      .set({ contrackLogSince: at(60) })
+      .where(eq(users.id, danId));
+    await setSetting(t.db, 'ai.callTranscripts', true);
+    await setSetting(t.db, 'ai.callSummaries', true);
+    expect((await dan('PATCH', '/api/me/contrack', { logSummaries: true })).statusCode).toBe(200);
+    const [ext] = await t.db.select().from(extensions).where(eq(extensions.number, '101'));
+    const [rec] = await t.db
+      .insert(recordings)
+      .values({
+        linkedid: 'live-r1',
+        filePath: 'live-r1.wav',
+        startedAt: at(20),
+        summary:
+          'Jane asked for a <quote> & delivery dates.\nAction items:\n- Dan sends the quote by Friday',
+        aiDoneAt: at(15),
+      })
+      .returning();
+    const [c] = await t.db
+      .insert(calls)
+      .values({
+        linkedid: 'live-c1',
+        direction: 'inbound',
+        status: 'answered',
+        startedAt: at(20),
+        endedAt: at(17),
+        fromNumber: '13125551234',
+        toNumber: '13125550000',
+        talkSeconds: 185,
+        answeredByExtensionId: ext!.id,
+        recordingId: rec!.id,
+      })
+      .returning();
+    await t.db
+      .insert(callExtensions)
+      .values({ callId: c!.id, extensionId: ext!.id, role: 'answered' });
+    expect(await logCallsToContrack({ db: t.db, log: t.app.log })).toBe(1);
+    expect(await logCallsToContrack({ db: t.db, log: t.app.log })).toBe(0);
+
+    const jane = (
+      (await ctk('/api/contacts?view=slim', { token: tok.dan })).body as unknown as {
+        id: string;
+        name: string;
+      }[]
+    ).find((x) => x.name === 'Jane Doe')!;
+    const timeline = (await ctk(`/api/contacts/${jane.id}/timeline`, { token: tok.dan }))
+      .body as unknown as Record<string, unknown>[];
+    expect(timeline).toHaveLength(1);
+    expect(timeline[0]).toMatchObject({
+      type: 'call',
+      title: 'Incoming call',
+      date: c!.startedAt.toISOString(),
+      duration: expect.anything(), // Contrack answers it as "4.0"
+      actionItems: [
+        expect.objectContaining({ title: 'Dan sends the quote by Friday', completedAt: null }),
+      ],
+    });
+    expect(Number(timeline[0]!.duration)).toBe(4);
+    const content = String(timeline[0]!.content);
+    expect(content).toContain('From (312) 555-1234 to (312) 555-0000 · 3:05 · recorded');
+    expect(content).toContain('Jane asked for a &lt;quote&gt; &amp; delivery dates.');
+    expect(content).toContain('<li>Dan sends the quote by Friday</li>');
+    expect(content).not.toContain('<quote>');
+  });
+
   it('a share is accepted into the recipient’s own Contrack account', async () => {
     const jane = (await dan('GET', '/api/me/contacts'))
       .json()

apps/api/test/contrack.test.ts

@@ -4,7 +4,19 @@ import { createServer, type Server } from 'node:http';
 import type { AddressInfo } from 'node:net';
 import type { LightMyRequestResponse } from 'fastify';
 import { afterAll, beforeAll, describe, expect, it } from 'vitest';
+import { eq } from 'drizzle-orm';
 import { contactNames } from '../src/contacts/book.ts';
+import { forgetBook } from '../src/contacts/contrack.ts';
+import { logCallsToContrack } from '../src/contacts/timeline.ts';
+import {
+  callExtensions,
+  calls,
+  contrackCallLog,
+  extensions,
+  recordings,
+  users,
+} from '../src/db/schema.ts';
+import { setSetting } from '../src/services/settings.ts';
 import { loadPhonebook } from '../src/provisioning/context.ts';
 import { hasTestDb } from './db.ts';
 import { ADMIN, H, createTestApp } from './app.ts';
@@ -42,14 +54,34 @@ function fakeContrack() {
     ctk_sue_0001: [],
   };
   let n = 0;
+  /** Timeline entries by contact id; `down` makes every API call fail with 503. */
+  const timeline: Record<string, Record<string, unknown>[]> = {};
+  const state = { down: false, readOnly: new Set<string>() };
   const server: Server = createServer((req, res) => {
     const send = (status: number, body: unknown) => {
       res.writeHead(status, { 'content-type': 'application/json' });
       res.end(JSON.stringify(body));
     };
     if (req.url === '/healthz') return send(200, { ok: true });
-    const book = books[(req.headers.authorization ?? '').replace(/^Bearer /, '')];
+    if (state.down) return send(503, { error: { code: 'DB_BUSY', message: 'Busy' } });
+    const token = (req.headers.authorization ?? '').replace(/^Bearer /, '');
+    const book = books[token];
     if (!book) return send(401, { error: { code: 'UNAUTHORIZED', message: 'Unauthorized' } });
+    const into = /^\/api\/contacts\/([^/]+)\/interactions$/.exec(req.url ?? '');
+    if (req.method === 'POST' && into) {
+      if (state.readOnly.has(token))
+        return send(403, { error: { code: 'TOKEN_READ_ONLY', message: 'Read-only token' } });
+      if (!book.some((c) => c.id === into[1]))
+        return send(404, { error: { code: 'NOT_FOUND', message: 'Contact not found' } });
+      let raw = '';
+      req.on('data', (c) => (raw += c));
+      req.on('end', () => {
+        const id = `int-${++n}`;
+        (timeline[into[1]!] ??= []).push({ id, ...(JSON.parse(raw) as object) });
+        send(201, { id });
+      });
+      return;
+    }
     if (req.method === 'GET' && req.url === '/api/contacts?view=slim') return send(200, book);
     if (req.method === 'POST' && req.url === '/api/contacts') {
       let raw = '';
@@ -75,7 +107,7 @@ function fakeContrack() {
     }
     send(404, { error: { code: 'ROUTE_NOT_FOUND', message: 'No route' } });
   });
-  return { server, books };
+  return { server, books, timeline, state };
 }
 
 describe.skipIf(!hasTestDb)('contacts in Contrack', () => {
@@ -165,6 +197,9 @@ describe.skipIf(!hasTestDb)('contacts in Contrack', () => {
       connected: false,
       tokenPrefix: null,
       publicUrl: 'https://contacts.example.com',
+      logCalls: true,
+      logSummaries: false,
+      summariesAvailable: false,
     });
     const before = (await dan('GET', '/api/me/contacts')).json();
     expect(before.provider).toBe('contrack');
@@ -265,6 +300,142 @@ describe.skipIf(!hasTestDb)('contacts in Contrack', () => {
     expect((await sue('GET', '/api/me/contacts/shares')).json().items).toEqual([]);
   });
 
+  it("calls go on the contact's timeline once, the summary when asked for (C5)", async () => {
+    const now = Date.now();
+    const at = (minAgo: number) => new Date(now - minAgo * 60_000);
+    // Dan connected a moment ago: his calls from an hour back count for this test.
+    await t.db
+      .update(users)
+      .set({ contrackLogSince: at(60) })
+      .where(eq(users.id, danId));
+    await setSetting(t.db, 'ai.callTranscripts', true);
+    await setSetting(t.db, 'ai.callSummaries', true);
+    const [ext] = await t.db.select().from(extensions).where(eq(extensions.number, '101'));
+    const [done, pending] = await t.db
+      .insert(recordings)
+      .values([
+        {
+          linkedid: 'r1',
+          filePath: 'r1.wav',
+          startedAt: at(30),
+          summary: 'Acme wants a quote.\nAction items:\n- Dan sends the quote',
+          aiDoneAt: at(25),
+        },
+        { linkedid: 'r2', filePath: 'r2.wav', startedAt: at(10) },
+      ])
+      .returning();
+    const call = (linkedid: string, minAgo: number, v: Partial<typeof calls.$inferInsert>) => ({
+      linkedid,
+      direction: 'inbound' as const,
+      status: 'answered' as const,
+      startedAt: at(minAgo + 3),
+      endedAt: at(minAgo),
+      fromNumber: '13125551234', // Jane Doe
+      toNumber: '13125550000',
+      talkSeconds: 125,
+      ...v,
+    });
+    const rows = await t.db
+      .insert(calls)
+      .values([
+        call('k1', 30, { recordingId: done!.id }), // answered, recorded, summarized
+        call('k2', 20, { status: 'missed', talkSeconds: 0 }),
+        call('k3', 15, { direction: 'outbound', fromNumber: '101', toNumber: '13125551234' }),
+        call('k4', 12, { fromNumber: '13125550101' }), // not a contact
+        call('k5', 10, { recordingId: pending!.id }), // not summarized yet
+        call('k6', 90, {}), // before Dan connected
+        call('k7', 0.2, {}), // still being written (under a minute ago)
+      ])
+      .returning();
+    const role = (i: number) => (rows[i]!.direction === 'outbound' ? 'caller' : 'answered');
+    await t.db
+      .insert(callExtensions)
+      .values(rows.map((r, i) => ({ callId: r.id, extensionId: ext!.id, role: role(i) })));
+    const run = (min = 0) =>
+      logCallsToContrack({ db: t.db, log: t.app.log, now: new Date(now + min * 60_000) });
+
+    // Summaries off (the default): no summary, and nothing waits for one.
+    expect(await run()).toBe(4); // k1, k2, k3, k5 (k4 a stranger, k6 too early, k7 too fresh)
+    const jane = fake.timeline['jane-doe-00000001']!;
+    expect(jane.map((e) => e.title)).toEqual([
+      'Incoming call',
+      'Missed call',
+      'Outgoing call',
+      'Incoming call',
+    ]);
+    expect(jane[0]).toMatchObject({
+      type: 'call',
+      source: 'selfphoneng',
+      date: rows[0]!.startedAt.toISOString(),
+      duration: 3,
+      content: '<p>From (312) 555-1234 to (312) 555-0000 · 2:05 · recorded</p>',
+    });
+    expect(jane[0]).not.toHaveProperty('actionItem');
+    expect(await run()).toBe(0); // once
+
+    // With summaries: the next recorded call waits for its summary, then carries it.
+    await dan('PATCH', '/api/me/contrack', { logSummaries: true });
+    const [k8] = await t.db
+      .insert(calls)
+      .values(call('k8', 5, { recordingId: done!.id }))
+      .returning();
+    const [k9] = await t.db
+      .insert(calls)
+      .values(call('k9', 4, { recordingId: pending!.id }))
+      .returning();
+    await t.db
+      .insert(callExtensions)
+      .values([k8!, k9!].map((r) => ({ callId: r.id, extensionId: ext!.id, role: 'answered' })));
+    expect(await run()).toBe(1); // k8; k9 waits
+    expect(jane.at(-1)).toMatchObject({
+      content:
+        '<p>From (312) 555-1234 to (312) 555-0000 · 2:05 · recorded</p><p>Acme wants a quote.</p><p>Action items:</p><ul><li>Dan sends the quote</li></ul>',
+      actionItem: {
+        title: 'Dan sends the quote',
+        dueAt: expect.stringMatching(/^\d{4}-\d{2}-\d{2}$/),
+      },
+    });
+    // 40 minutes on: k9 without a summary (it waited 30), and k7 is old enough now.
+    expect(await run(40)).toBe(2);
+    expect(jane.find((e) => e.date === k9!.startedAt.toISOString())!.content).toBe(
+      '<p>From (312) 555-1234 to (312) 555-0000 · 2:05 · recorded</p>',
+    );
+    expect(jane).toHaveLength(7);
+
+    // Contrack down: nothing is lost, the call goes in on a later run.
+    const [k10] = await t.db
+      .insert(calls)
+      .values(call('k10', 3, {}))
+      .returning();
+    await t.db
+      .insert(callExtensions)
+      .values({ callId: k10!.id, extensionId: ext!.id, role: 'answered' });
+    forgetBook(danId);
+    fake.state.down = true;
+    expect(await run()).toBe(0);
+    fake.state.down = false;
+    forgetBook(danId);
+    expect(await run()).toBe(1);
+    // A read-only token: noted once, not retried every minute.
+    fake.state.readOnly.add('ctk_dan_0001');
+    const [k11] = await t.db
+      .insert(calls)
+      .values(call('k11', 2, {}))
+      .returning();
+    await t.db
+      .insert(callExtensions)
+      .values({ callId: k11!.id, extensionId: ext!.id, role: 'answered' });
+    expect(await run()).toBe(0);
+    const [noted] = await t.db
+      .select()
+      .from(contrackCallLog)
+      .where(eq(contrackCallLog.callId, k11!.id));
+    expect(noted).toMatchObject({ interactionId: null, error: 'Contrack: Read-only token' });
+    fake.state.readOnly.clear();
+    expect(await run()).toBe(0);
+    expect(jane).toHaveLength(8);
+  });
+
   it('back to builtin: the table again, tokens kept for later', async () => {
     await admin('PATCH', '/api/settings', { 'contacts.provider': 'builtin' });
     const book = (await dan('GET', '/api/me/contacts')).json();

apps/api/test/schema.test.ts

@@ -24,6 +24,9 @@ const EXPECTED: Record<string, Record<string, string>> = {
     must_change_password: 'boolean|NO|false',
     last_login_at: 'timestamp with time zone|YES|',
     contrack_token_enc: 'text|YES|',
+    contrack_log_calls: 'boolean|NO|true',
+    contrack_log_summaries: 'boolean|NO|false',
+    contrack_log_since: 'timestamp with time zone|YES|',
     ...ts,
   },
   extensions: {
@@ -112,11 +115,11 @@ describe.skipIf(!hasTestDb)('schema matches spec 02', () => {
   beforeAll(async () => ({ db, drop } = await createTestDb()));
   afterAll(() => drop?.());
 
-  it('creates all 42 tables', async () => {
+  it('creates all 43 tables', async () => {
     const r = await db.execute(
       sql`select count(*)::int as n from information_schema.tables where table_schema = 'public'`,
     );
-    expect(r.rows[0]).toEqual({ n: 42 });
+    expect(r.rows[0]).toEqual({ n: 43 });
   });
 
   it.each(Object.keys(EXPECTED))('%s columns', async (table) => {

apps/web/src/api/client.ts

@@ -23,6 +23,7 @@ import type {
   CallDto,
   CallFilter,
   ContactBookDto,
+  ContrackOptions,
   ContactDto,
   ContactImportResult,
   ContactInput,
@@ -273,6 +274,7 @@ export const meApi = {
   update: (m: MeUpdate) => api<MeDto>('PATCH', '/api/me', m),
   connectContrack: (token: string) => api<MeDto>('PUT', '/api/me/contrack', { token }),
   disconnectContrack: () => api<MeDto>('DELETE', '/api/me/contrack'),
+  contrackOptions: (o: ContrackOptions) => api<MeDto>('PATCH', '/api/me/contrack', o),
   webrtc: () => api<WebRtcCreds>('GET', '/api/me/webrtc'),
   /** Log in to (unpause) or out of (pause) a queue I'm an agent of. */
   setQueuePaused: (queueId: string, paused: boolean) =>

apps/web/src/pages/user/MeSettingsPage.tsx

@@ -315,6 +315,7 @@ function ContrackConnect({ contrack }: { contrack: NonNullable<MeDto['contrack']
   };
   const connect = useMutation({ mutationFn: () => meApi.connectContrack(token), onSuccess: done });
   const disconnect = useMutation({ mutationFn: meApi.disconnectContrack, onSuccess: done });
+  const options = useMutation({ mutationFn: meApi.contrackOptions, onSuccess: done });
   const where = contrack.publicUrl ? (
     <a
       className="text-sky-700 underline dark:text-sky-400"
@@ -332,7 +333,7 @@ function ContrackConnect({ contrack }: { contrack: NonNullable<MeDto['contrack']
       <h2 id="ctk-h" className="text-lg font-semibold">
         Contacts
       </h2>
-      {contrack.tokenPrefix ? (
+      {contrack.tokenPrefix && (
         <div className="flex flex-wrap items-center gap-3 text-sm">
           <span>
             {contrack.connected ? 'Connected to your' : 'Your token for'} {where} account (
@@ -345,7 +346,40 @@ function ContrackConnect({ contrack }: { contrack: NonNullable<MeDto['contrack']
             Disconnect
           </Button>
         </div>
-      ) : (
+      )}
+      {contrack.tokenPrefix && (
+        <div className="flex flex-col gap-2 text-sm">
+          <label className="flex items-center gap-2">
+            <input
+              type="checkbox"
+              checked={contrack.logCalls}
+              disabled={options.isPending}
+              onChange={(e) => options.mutate({ logCalls: e.target.checked })}
+            />
+            Put my calls on my contacts' timelines in Contrack
+          </label>
+          <label className="flex items-start gap-2">
+            <input
+              type="checkbox"
+              className="mt-1"
+              checked={contrack.logSummaries && contrack.summariesAvailable}
+              disabled={!contrack.logCalls || !contrack.summariesAvailable || options.isPending}
+              onChange={(e) => options.mutate({ logSummaries: e.target.checked })}
+            />
+            <span>
+              With the summary and action items of each recorded call
+              {!contrack.summariesAvailable && (
+                <span className="text-zinc-500"> (when your admin turns on call summaries)</span>
+              )}
+              <span className="block text-xs text-zinc-500">
+                What was said goes into Contrack. If Contrack's own AI uses a cloud provider, it can
+                reach that provider.
+              </span>
+            </span>
+          </label>
+        </div>
+      )}
+      {!contrack.tokenPrefix && (
         <p className="text-sm text-zinc-600 dark:text-zinc-400">
           Your contacts live in your own {where} account. There, open Settings → Account → API
           tokens → Create token, with Read and write (so contacts shared with you can be added) and
@@ -376,7 +410,7 @@ function ContrackConnect({ contrack }: { contrack: NonNullable<MeDto['contrack']
           Connect
         </Button>
       </form>
-      {(connect.error ?? disconnect.error) && (
+      {(connect.error ?? disconnect.error ?? options.error) && (
         <Alert>{(connect.error ?? disconnect.error)!.message}</Alert>
       )}
     </section>