diff --git a/ROADMAP.md b/ROADMAP.md index 6204346..25e2bfd 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -102,6 +102,8 @@ Use the **matrix-bridge** repo's pattern to listen on a dedicated ten31-database **Post-deploy enhancement — fuzzy match + in-thread confirm (Grant, 2026-06-17).** Today `find_intake_match` is **exact-after-normalization** (`_normalize_text` = lowercase+strip), so near-misses — "Charlie" vs "Charles" (same last name), "Acme Capital" vs "Acme Capital LLC", a one-character email typo — return no match and the bot proposes a **new** investor, risking a duplicate the human approves without realizing a near-match exists. The existing in-thread approval gate is useless against this because the human is never *shown* the near-match. Fix: matcher returns **ranked fuzzy candidates** (deterministic pre-filter: normalized name similarity / token overlap + email edit-distance ≤ ~2), surfaced in-thread for the human to confirm or pick, with the **local Spark LLM optionally re-ranking/judging the shortlist** (good at Charlie/Charles + legal-suffix equivalence; fed only the shortlist, never the whole LP list). Keeps the approval gate but makes it effective against duplicates. Land **after** the live smoke — net-new logic + reply grammar + tests; the current exact match is safe and its failure mode (a duplicate) is recoverable via the existing entity-merge subsystem (`backend/entity_*.py`). +**Post-deploy enhancement — conversational (LLM-mediated) edits (Grant, 2026-06-17).** Today an in-thread correction uses a rigid grammar (`edit field=value`). Let a free-form reply that isn't `yes`/`no`/a literal `edit …` be treated as a natural-language revision instruction: send {current proposal + the instruction} back through local Qwen (`spark.py`, the same parse leg — no Claude, no scrub) and re-render the revised proposal card for approval (e.g. "add that we met on June 14" → updated Note). Keeps the draft→human-approve gate (the human still confirms the LLM's revision) and subsumes `edit field=value` as a deterministic fast path. Thread the instruction text into `normalize`'s source so the email-integrity rule still holds (a revised email must appear in the original message or the instruction). Pairs naturally with the fuzzy-match item above — build both as one conversational-UX pass after the smoke. (Parsing of free-form *intake* messages already works today via the Qwen parse leg; this item is specifically about the *edit/refine* turn.) + ### Scoped service-credential auth path for automated CRM writers *Surfaced 2026-06-17 while deploying the Matrix intake bot. **Decision: defer — the bot uses a dedicated member username/password for now.** The CRM has no API-key/service-token path; its only auth is username+password → JWT. A dedicated **member** login is appropriately scoped against what matters operationally (no admin: can't manage users, reset data, or change settings) and unblocks the live smoke today.* diff --git a/start9/0.4/startos/utils.ts b/start9/0.4/startos/utils.ts index bc5ecf1..801c3f0 100644 --- a/start9/0.4/startos/utils.ts +++ b/start9/0.4/startos/utils.ts @@ -48,8 +48,9 @@ export const PACKAGE_TITLE = 'Ten31 Database' // * 0.1.0:80 (repurpose Communications tab as the admin-only email-activity panel: new GET /api/email/activity [admin-enforced] over the email_* tables, filterable by investor/mailbox/direction + free-text search; classic manual log form retired; code-only, no schema change) // * 0.1.0:81 (Communications tab is matched-only: query_email_activity gates on EXISTS email_investor_links, so unmatched cold/unknown-sender email is captured but never surfaced in the panel; code-only, no schema change) // * 0.1.0:82 (vendor + SRI-pin the front-end libs: React/ReactDOM/Babel now ship in the s9pk and load same-origin from /assets/vendor/ with integrity hashes, so a CDN can never swap prod deps [the v78/v79 blank-screen class] and the box needs no outbound internet to render; plus a committed jsdom render smoke check [start9/0.4/render-smoke.mjs] gating the default `make` build) -// * Current: 0.1.0:83 (email search/query + windowed digest preview, code-only: Communications investor dropdown now mirrors the list with typed keys [fund:/org:/contact:] so classic-contact/org-domain matches show + are pickable [fixes the empty-dropdown bug], plus a date-range filter, a click-to-expand full-body view [GET /api/email/detail], and a semantic "Search content" mode over indexed email bodies [GET /api/email/search -> ingest hybrid_search, soft-delete-filtered, 503 if Spark/Qdrant down]; Daily Digest gains an in-app windowed preview before send [POST /api/admin/digest/preview, send-now takes the same window] that exercises the real Spark summarizer without touching the daily cursor) -export const PACKAGE_VERSION = '0.1.0:83' +// * 0.1.0:83 (email search/query + windowed digest preview, code-only: Communications investor dropdown now mirrors the list with typed keys [fund:/org:/contact:] so classic-contact/org-domain matches show + are pickable [fixes the empty-dropdown bug], plus a date-range filter, a click-to-expand full-body view [GET /api/email/detail], and a semantic "Search content" mode over indexed email bodies [GET /api/email/search -> ingest hybrid_search, soft-delete-filtered, 503 if Spark/Qdrant down]; Daily Digest gains an in-app windowed preview before send [POST /api/admin/digest/preview, send-now takes the same window] that exercises the real Spark summarizer without touching the daily cursor) +// * Current: 0.1.0:84 (Matrix intake bot CRM support — ships the server side of commit 7ad0ee7, which was never packaged: new read-only GET /api/intake/match [new-vs-existing lookup against the canonical fundraising grid blob; returns the grid row id so an approved note lands on the matched investor, no duplicate] + source provenance on POST /api/fundraising/log-communication [audit records source, default "fundraising_grid"]; code-only, no schema change) +export const PACKAGE_VERSION = '0.1.0:84' export const DATA_MOUNT_PATH = '/data' export const WEB_PORT = 8080 diff --git a/start9/0.4/startos/versions/index.ts b/start9/0.4/startos/versions/index.ts index ac470fd..4629048 100644 --- a/start9/0.4/startos/versions/index.ts +++ b/start9/0.4/startos/versions/index.ts @@ -44,8 +44,9 @@ import { v_0_1_0_80 } from './v0.1.0.80' import { v_0_1_0_81 } from './v0.1.0.81' import { v_0_1_0_82 } from './v0.1.0.82' import { v_0_1_0_83 } from './v0.1.0.83' +import { v_0_1_0_84 } from './v0.1.0.84' export const versionGraph = VersionGraph.of({ - current: v_0_1_0_83, - other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82], + current: v_0_1_0_84, + other: [v_0_1_0_39, v_0_1_0_40, v_0_1_0_41, v_0_1_0_42, v_0_1_0_43, v_0_1_0_44, v_0_1_0_45, v_0_1_0_46, v_0_1_0_47, v_0_1_0_48, v_0_1_0_49, v_0_1_0_50, v_0_1_0_51, v_0_1_0_52, v_0_1_0_53, v_0_1_0_54, v_0_1_0_55, v_0_1_0_56, v_0_1_0_57, v_0_1_0_58, v_0_1_0_59, v_0_1_0_60, v_0_1_0_61, v_0_1_0_62, v_0_1_0_63, v_0_1_0_64, v_0_1_0_65, v_0_1_0_66, v_0_1_0_67, v_0_1_0_68, v_0_1_0_69, v_0_1_0_70, v_0_1_0_71, v_0_1_0_72, v_0_1_0_73, v_0_1_0_74, v_0_1_0_75, v_0_1_0_76, v_0_1_0_77, v_0_1_0_78, v_0_1_0_79, v_0_1_0_80, v_0_1_0_81, v_0_1_0_82, v_0_1_0_83], }) diff --git a/start9/0.4/startos/versions/v0.1.0.84.ts b/start9/0.4/startos/versions/v0.1.0.84.ts new file mode 100644 index 0000000..82a42ab --- /dev/null +++ b/start9/0.4/startos/versions/v0.1.0.84.ts @@ -0,0 +1,22 @@ +import { VersionInfo } from '@start9labs/start-sdk' + +// Matrix intake bot — CRM server-side support. Code-only, no schema change (migrations no-ops). +// These shipped in source with the intake bot (commit 7ad0ee7) but were never packaged; the bot +// (a separate process on the Spark) depends on them being live on the box: +// * GET /api/intake/match — read-only new-vs-existing lookup against the canonical fundraising +// grid blob; returns the grid row id so an approved note lands on the matched investor +// (no duplicate). The bot calls this to label its in-thread proposal new-vs-existing. +// * source provenance on POST /api/fundraising/log-communication — the audit entry now records +// a `source` (e.g. "matrix_intake"); defaults to "fundraising_grid", so existing callers +// (the grid UI) are unchanged. +export const v_0_1_0_84 = VersionInfo.of({ + version: '0.1.0:84', + releaseNotes: { + en_US: [ + 'Matrix intake bot server support: a read-only investor-match endpoint so the bot can', + 'recognize existing investors (no duplicates), plus write-provenance in the audit log.', + 'No data changes.', + ].join(' '), + }, + migrations: { up: async () => {}, down: async () => {} }, +})