Capture city + LinkedIn on card intake; sharpen the transcription prompt

The card transcription prompt now reads emails/URLs/phones character-by-character,
explicitly forbids autocompleting toward a plausible domain (the mara.com ->
marac.com failure), and emits labeled lines (which also feeds the field extractor
cleaner input).

The extractor gains city + linkedin_url. city is a plain field (low-harm if wrong;
the human sees it on the card). linkedin_url follows the email-integrity rule: kept
only if it literally appears in the source / a revise instruction, never minted -- a
wrong profile URL points at the wrong person. Both flow to the contact via the
existing log-communication upsert (city also syncs to the grid contact pill).

Phone is intentionally NOT included yet: the bot's write path can't store it until a
small server-side change lands (next s9pk). See the matrix-intake guide.

backend/matrix_intake/crm_client.py

@@ -162,6 +162,10 @@ def build_commit_payload(proposal):
         "name": proposal.get("contact_name") or proposal.get("investor_name") or "",
         "email": proposal.get("contact_email") or "",
         "title": proposal.get("contact_title") or "",
+        # city + linkedin_url are already honored by the server's contact upsert
+        # (_upsert_contact_from_fundraising); city also syncs to the grid contact pill.
+        "city": proposal.get("city") or "",
+        "linkedin_url": proposal.get("linkedin_url") or "",
     }
     note = proposal.get("note") or ""
     # The CRM's grid note line uses subject-or-body for its one-line summary, so a non-empty

backend/matrix_intake/parse.py

@@ -24,6 +24,8 @@ SYSTEM = (
     '  "contact_name": the individual person mentioned, or null.\n'
     '  "contact_email": the person\'s email if explicitly present, else null. Never invent one.\n'
     '  "contact_title": the person\'s role/title if stated, else null.\n'
+    '  "city": the person\'s city or location if stated (e.g. "New York"), else null.\n'
+    '  "linkedin_url": the person\'s LinkedIn URL if explicitly present, else null. Never invent one.\n'
     '  "note": any meeting note, context, or next step, else null.\n'
     "Use null (not empty string) for anything not present."
 )
@@ -51,8 +53,10 @@ def build_system(roster=None, base=SYSTEM):
     return "\n".join(parts)
 
 _EMAIL_RE = re.compile(r"[A-Za-z0-9._%+\-]+@[A-Za-z0-9.\-]+\.[A-Za-z]{2,}")
+_LINKEDIN_RE = re.compile(r"(?:https?://)?(?:[a-z]{2,3}\.)?linkedin\.com/[A-Za-z0-9_%/\-.]+", re.I)
 _VALID_INTENTS = {"new_investor", "meeting_note", "unclear"}
-_FIELDS = ("intent", "investor_name", "contact_name", "contact_email", "contact_title", "note")
+_FIELDS = ("intent", "investor_name", "contact_name", "contact_email", "contact_title",
+           "city", "linkedin_url", "note")
 
 
 def _clean(v):
@@ -80,6 +84,14 @@ def normalize(raw, source_text=""):
     m = _EMAIL_RE.search(source_text or "")
     out["contact_email"] = m.group(0).rstrip(".,;:!?)]}>\"'") if m else None
 
+    # LinkedIn integrity: same rule as email — a profile URL identifies a specific person, so
+    # never let the model mint one; keep only a linkedin.com URL literally present in the source.
+    lm = _LINKEDIN_RE.search(source_text or "")
+    out["linkedin_url"] = lm.group(0).rstrip(".,;:!?)]}>\"'") if lm else None
+
+    # City is left as a plain extracted field (no source gate): a wrong city is low-harm and the
+    # human sees it on the card before approving, unlike a wrong email/LinkedIn.
+
     # An intake with no firm AND no person is not actionable.
     if not out["investor_name"] and not out["contact_name"]:
         out["intent"] = "unclear"
@@ -101,13 +113,14 @@ REVISE_SYSTEM = (
     "You revise a structured investor-intake proposal from a short correction a venture-fund "
     "team member typed. You are given the CURRENT proposal as JSON and an INSTRUCTION. Apply "
     "the instruction and reply with ONLY the full revised JSON object, these keys:\n"
-    '  "investor_name", "contact_name", "contact_email", "contact_title", "note".\n'
+    '  "investor_name", "contact_name", "contact_email", "contact_title", "city", '
+    '"linkedin_url", "note".\n'
     "Change ONLY what the instruction asks; copy every other field through unchanged. Use null "
     "for a field the instruction clears or that is genuinely absent. Never invent an email "
-    "address."
+    "address or a LinkedIn URL."
 )
 
-_REVISABLE = ("investor_name", "contact_name", "contact_title", "note")
+_REVISABLE = ("investor_name", "contact_name", "contact_title", "city", "note")
 
 
 def _apply_revision(proposal, model_out, instruction):
@@ -126,6 +139,10 @@ def _apply_revision(proposal, model_out, instruction):
     if m:
         out["contact_email"] = m.group(0).rstrip(".,;:!?)]}>\"'")
     # else: keep proposal's current contact_email (untouched above; control key copied by dict())
+    # LinkedIn follows the same rule: a revised URL is taken only if it appears in the instruction.
+    lm = _LINKEDIN_RE.search(instruction or "")
+    if lm:
+        out["linkedin_url"] = lm.group(0).rstrip(".,;:!?)]}>\"'")
     # Don't let a revision strip the proposal down to nothing actionable.
     if not out.get("investor_name") and not out.get("contact_name"):
         out["investor_name"] = proposal.get("investor_name")

backend/matrix_intake/proposals.py

@@ -18,6 +18,8 @@ _EDIT_ALIASES = {
     "contact": "contact_name", "person": "contact_name",
     "email": "contact_email",
     "title": "contact_title", "role": "contact_title",
+    "city": "city", "location": "city",
+    "linkedin": "linkedin_url", "linkedin_url": "linkedin_url", "li": "linkedin_url",
     "note": "note",
 }
 
@@ -26,7 +28,8 @@ _NO = {"no", "n", "cancel", "discard", "reject", "stop", "👎", "❌"}
 # "create a new investor anyway" replies to a disambiguation shortlist
 _NEW = {"new", "none", "new investor", "none of these", "create", "create new", "add new", "neither"}
 
-_CONTENT_FIELDS = ("intent", "investor_name", "contact_name", "contact_email", "contact_title", "note")
+_CONTENT_FIELDS = ("intent", "investor_name", "contact_name", "contact_email", "contact_title",
+                   "city", "linkedin_url", "note")
 
 
 class ProposalStore:
@@ -174,6 +177,8 @@ def render(proposal):
         ("Contact", proposal.get("contact_name")),
         ("Email", proposal.get("contact_email")),
         ("Title", proposal.get("contact_title")),
+        ("City", proposal.get("city")),
+        ("LinkedIn", proposal.get("linkedin_url")),
         ("Note", proposal.get("note")),
     ]
     for label, val in fields:

backend/matrix_intake/spark.py

@@ -27,13 +27,20 @@ def parse_json(prompt, system=None, max_tokens=400):
 # email-integrity check runs against, so the "only keep an address that literally appears in the
 # source, never let the model mint one" rule (parse.normalize) protects card intake too.
 CARD_SYSTEM = (
-    "You are transcribing a photo of a business card for a venture-fund team. Read every line of "
-    "text on the card and write it out exactly as printed — the person's name, job title, company "
-    "or firm name, email address, phone number(s), website, and mailing address. Copy the email "
-    "address and phone numbers character-for-character; never guess, complete, or correct them. Do "
-    "not summarize, translate, or add anything that is not printed on the card. If the image is not "
-    "a readable business card, reply with the single word NONE. Output only the transcription, one "
-    "item per line."
+    "You are transcribing a photo of a business card. Copy the text EXACTLY as printed — never "
+    "paraphrase, translate, complete, normalize, or correct anything.\n"
+    "Read each of these character-by-character and reproduce every glyph precisely. Do NOT 'fix' "
+    "them toward a more common spelling or a well-known company's domain, and never add or drop a "
+    "character:\n"
+    "  - Email: check the local part, the @, and the domain separately (transcribe 'mara.com' as "
+    "'mara.com', never 'marac.com').\n"
+    "  - Phone number(s).\n"
+    "  - Website / LinkedIn URL.\n"
+    "Then list, each on its own labeled line and ONLY if present on the card:\n"
+    "  Name:  Title:  Company:  Email:  Phone:  LinkedIn:  City:\n"
+    "If a character is genuinely ambiguous, give your single best reading — never invent extra "
+    "characters to fill a gap. If the image is not a readable business card, reply with the single "
+    "word NONE. Output only the labeled lines, nothing else."
 )
 
 

backend/matrix_intake/test_crm_client.py

@@ -15,11 +15,21 @@ def test_new_investor_payload():
     assert out["investor_name"] == "Acme Capital"
     assert out["create_investor_if_missing"] is True
     assert "row_id" not in out
-    assert out["contact"] == {"name": "Jane Doe", "email": "jane@acme.com", "title": "GP"}
+    assert out["contact"] == {"name": "Jane Doe", "email": "jane@acme.com", "title": "GP",
+                              "city": "", "linkedin_url": ""}
     assert out["body"] == "met at conf"
     assert out["source"] == "matrix_intake"
 
 
+def test_contact_carries_city_and_linkedin_when_present():
+    p = {"intent": "new_investor", "investor_name": "Acme Capital", "contact_name": "Jane Doe",
+         "contact_email": "jane@acme.com", "city": "New York",
+         "linkedin_url": "linkedin.com/in/janedoe", "note": "met at conf"}
+    out = crm_client.build_commit_payload(p)
+    assert out["contact"]["city"] == "New York"
+    assert out["contact"]["linkedin_url"] == "linkedin.com/in/janedoe"
+
+
 def test_existing_investor_uses_row_id_not_create():
     p = {"intent": "meeting_note", "investor_name": "Acme Capital",
          "contact_name": "Jane Doe", "contact_email": None, "note": "wants Q3 deck",

backend/matrix_intake/test_parse.py

@@ -195,6 +195,44 @@ def test_revise_injects_roster_into_system_prompt():
     assert "doing the outreach" in seen["system"]
 
 
+def test_city_kept_as_plain_field_and_linkedin_salvaged_from_source():
+    # A card transcription carries labeled lines; city is kept as-is, LinkedIn is salvaged from
+    # the source text (verbatim) the same way email is.
+    src = ("New investor — from a business card:\nName: Jane Doe\nCompany: Acme Capital\n"
+           "Email: jane@acme.com\nLinkedIn: linkedin.com/in/janedoe\nCity: New York")
+    p = parse.parse_message(
+        src,
+        parse_fn=_stub({"intent": "new_investor", "investor_name": "Acme Capital",
+                        "contact_name": "Jane Doe", "contact_email": "jane@acme.com",
+                        "city": "New York", "linkedin_url": None}),  # model missed the URL
+    )
+    assert p["city"] == "New York"
+    assert p["linkedin_url"] == "linkedin.com/in/janedoe"  # salvaged from source
+
+
+def test_fabricated_linkedin_dropped_when_not_in_source():
+    p = parse.parse_message(
+        "new prospect Gamma Partners, talked to their GP",
+        parse_fn=_stub({"intent": "new_investor", "investor_name": "Gamma Partners",
+                        "contact_name": "their GP", "linkedin_url": "linkedin.com/in/madeup"}),
+    )
+    assert p["linkedin_url"] is None  # model invented a URL not in the source → dropped
+
+
+def test_revise_linkedin_taken_only_from_instruction():
+    proposal = {"intent": "new_investor", "investor_name": "Acme", "contact_name": "Jane",
+                "contact_email": "jane@acme.com", "contact_title": None, "city": None,
+                "linkedin_url": None, "note": None, "_source_text": "Acme Jane jane@acme.com"}
+    r1 = parse.revise(proposal, "her linkedin is linkedin.com/in/janedoe",
+                      parse_fn=_stub({"linkedin_url": "linkedin.com/in/janedoe"}))
+    assert r1["linkedin_url"] == "linkedin.com/in/janedoe"
+    # model tries to set a URL but the instruction carries none → keep existing (None)
+    r2 = parse.revise(proposal, "set her title to GP",
+                      parse_fn=_stub({"linkedin_url": "linkedin.com/in/fake", "contact_title": "GP"}))
+    assert r2["linkedin_url"] is None
+    assert r2["contact_title"] == "GP"
+
+
 def test_revise_cannot_empty_the_proposal():
     proposal = {"intent": "new_investor", "investor_name": "Acme", "contact_name": "Jane",
                 "contact_email": None, "contact_title": None, "note": "x", "_source_text": "Acme Jane"}

backend/matrix_intake/test_proposals.py

@@ -54,6 +54,20 @@ def test_interpret_edit_colon_and_alias():
     assert payload == ("investor_name", "Acme Capital LLC")
 
 
+def test_interpret_edit_city_and_linkedin_aliases():
+    a1, p1 = proposals.interpret_reply("city: New York")
+    assert (a1, p1) == ("edit", ("city", "New York"))
+    a2, p2 = proposals.interpret_reply("linkedin=linkedin.com/in/jane")
+    assert (a2, p2) == ("edit", ("linkedin_url", "linkedin.com/in/jane"))
+
+
+def test_render_shows_city_and_linkedin_when_present():
+    p = {**SAMPLE, "city": "New York", "linkedin_url": "linkedin.com/in/jane"}
+    out = proposals.render(p)
+    assert "City: New York" in out
+    assert "LinkedIn: linkedin.com/in/jane" in out
+
+
 def test_interpret_unknown():
     assert proposals.interpret_reply("maybe later")[0] == "unknown"