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Lock #7 in-app card intake decisions (app_card / form-edits / member)

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Keysat
2026-06-20 13:18:53 -05:00
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docs/handoffs/in-app-card-intake-plan.md
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# Plan: in-app business-card intake (mobile camera → transcribe → approve) # Plan: in-app business-card intake (mobile camera → transcribe → approve)
**Status:** PLAN — awaiting Grant's go-ahead before building (requested 2026-06-20). **Status:** PLAN — decisions locked 2026-06-20 (see end); awaiting Grant's go-ahead to build.
**Goal:** a camera button in the mobile top bar (left of the quick-log pencil) → take a photo or **Goal:** a camera button in the mobile top bar (left of the quick-log pencil) → take a photo or
pick one from the library → the **same** vision-transcribe → parse → fuzzy-match → edit/approve/reject pick one from the library → the **same** vision-transcribe → parse → fuzzy-match → edit/approve/reject
flow the Matrix card intake runs (M3), surfaced as an inline mobile sheet instead of a Matrix thread. flow the Matrix card intake runs (M3), surfaced as an inline mobile sheet instead of a Matrix thread.
@@ -118,11 +118,16 @@ sheet patterns (8g).
(4) the `parse`/`spark` import must be lazy/guarded so a dev `./start.sh` without Spark reachable (4) the `parse`/`spark` import must be lazy/guarded so a dev `./start.sh` without Spark reachable
still boots (the endpoint just 502s) — mirror the existing lazy `import llm` at `server.py:6485`. still boots (the endpoint just 502s) — mirror the existing lazy `import llm` at `server.py:6485`.
## Open questions for Grant (resolve before building) ## Decisions (locked, Grant 2026-06-20)
1. **Provenance tag** — `source="app_card"` OK (distinct from `matrix_card`)? 1. **Provenance tag = `source="app_card"`** — distinct from `matrix_card` / `matrix_intake`.
2. **v1 = form-field edits only** (no conversational NL-edit on the card) — agreed? NL-edit can 2. **v1 = editable form fields only** — no conversational NL-edit on the card (no
follow if wanted. `/api/intake/card/revise`); the user taps a field and fixes it in the sheet. NL-edit can follow
3. **Who can use it** — any authenticated member (recommended), or restrict? later if it proves wanted.
4. **Ships in the s9pk** (server endpoint + frontend) — so it needs a version bump + build + install, 3. **Access = any authenticated member** — the camera button + `POST /api/intake/card` use the
unlike the bot-only M3. Confirm that's the intended delivery path. standard authenticated gate (not admin-only, not bot-gated); a human still approves every write.
4. **Delivery = the s9pk** (server endpoint + frontend) — a normal version bump → build → box
install, like v99 (NOT bot-only like the Matrix M3).
Build scope is otherwise as specified above. Mobile-only (top-bar button); same captured fields +
literal-in-source integrity rule as the Matrix card flow.