A record of who held which line, and when

Every change of holder or purpose closes the previous interval and opens a new one, so per-rep metrics read against the right window.

What it is

An append-only assignment log per number: who held it, what its purpose was, its label, when the interval opened and closed, who changed it and why (assigned, unassigned, repurposed).

Also called: number assignment history · who had this number before · compliance record for numbers

See it
A record of who held which line, and when
Won
48%
Avg cycle
13d
Pipeline
$464k
JanSep
Not a primary screen — a timeline strip per number showing holder intervals with reasons. Data from org_phone_number_assignments. Sample data — no customer information appears here.
How it works
  1. 1On a holder or purpose change, the open interval's unassigned_at is stamped and a new row is inserted
  2. 2The change is attributed to the acting user with a reason
  3. 3Message rows separately SNAPSHOT the assigned user at arrival, so history is never rewritten by a later reassignment
Why we built it

Numbers change hands — a rep leaves, a line is repurposed — and without a record of when, any per-rep number read against that line is silently wrong, crediting one person with another's quarter. It matters in a compliance dispute too, where the question is who held a number on a specific date. Every change of holder or purpose now closes the previous interval and opens a new one, and reassigning a number never rewrites who owned the conversations that already happened.

The problem
  • History rewritten by number reassignment
  • Per-rep metrics computed against the wrong holder
  • No audit trail for compliance questions
Sound familiar?
What you get
Past conversations keep their true owner
Per-rep metrics stay honest across turnover
A defensible record of number custody

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