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.
This commit is contained in:
Keysat
2026-06-20 11:07:17 -05:00
parent 5e115a3409
commit 8b2eb01a65
8 changed files with 120 additions and 13 deletions
+21 -4
View File
@@ -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")