Device-test round 2: 4 in-app fixes + Matrix intake cleanup (v0.1.0:99)
Grant's real-phone testing surfaced seven items; this lands six (the seventh, in-app camera card intake, is planned in docs/handoffs/in-app-card-intake-plan.md). CRM half — ships in the s9pk (v0.1.0:99): - Intake fuzzy match no longer over-indexes on generic firm words. _name_similarity now compares DISTINCTIVE tokens only (generic descriptors — "Investment Group", "Capital", "Family Office" — stripped via _GENERIC_ORG_WORDS) for both the difflib ratio and the Jaccard, so "Fortitude Investment Group" stops surfacing Aether/Russell while "Aether Capital" still surfaces "Aether Investment Group". +2 regression cases. - Mobile grid "Last contact"/staleness sort is reversible. SortSheet gains opt-in dir/onToggleDir; other surfaces (Contacts/Pipeline) are untouched. - Mobile "Edit investor" prefills a contact's saved email. GET /api/fundraising/state heals a blank grid pill email from the linked classic contact (fundraising_contacts.contact_id -> contacts.email), fill-only, by pill order then name; the next one-row save persists it. +test_grid_email_heal.py. - Mobile quick-log pencil icon renders. iOS collapses a sole, centered, attribute-only -sized flex-child <svg>; .quicklog-btn svg now gets explicit CSS width/height + flex:none (the pattern the working bottom-tab/sort-pill icons use). The v97 fix only changed color. Matrix intake bot — ships on the Spark (bot-only, NOT the s9pk): - Approve/reject now redacts the whole intake thread (card + ack + main-timeline nudge + the user's own photo/note), mirroring the email-review room; redact_thread takes the room as an arg and matches replies by m.thread OR m.in_reply_to (so the nudge clears). No more in-Matrix confirmation after a commit (the thread vanishing is the ack). Needs the bot to hold a redact/moderator power level in the intake room. - New one-time backend/matrix_intake/redact_intake.py clears the room's pre-existing backlog (dry-run default; --apply). Tests 42/42 green; frontend render-smoke green. Frontend fixes are inspection + render -smoke verified (on-device confirm pending); the bot redaction is live-smoke only.
This commit is contained in:
Keysat
@@ -15,7 +15,7 @@
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- Optional runtime deps, used only if present: `bcrypt`, `PyJWT` (`jwt`), `cryptography` (Gmail module).
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- **MCP + ingest** (in the Docker image, not the bare CRM): `mcp==1.2.0` (FastMCP, `backend/mcp/server.py`), `fastembed==0.4.2`, `anthropic`, `cryptography==42.0.5`.
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- **Packaging:** StartOS 0.4, TypeScript SDK (`@start9labs/start-sdk`) under `start9/0.4/startos/`. Live target is `start9/0.4/`.
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- **Local models** (bge-m3 embeddings, bge-reranker-v2-m3, `/api/search`, Qdrant): always via Spark Control. Contract: `docs/EMBEDDINGS.md`.
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- **Local models** (bge-m3 embeddings, bge-reranker-v2-m3, `/api/search`, Qdrant): always via Spark Control. Contract: `docs/EMBEDDINGS.md`. The chat model (`CRM_CHAT_MODEL`, the daily-driver Qwen) is **vision-capable** — Spark Control's `/v1/chat/completions` is a dumb passthrough, so OpenAI **multimodal** `image_url` data-URIs work unchanged (used by the intake bot's business-card OCR; reuse `llm.chat_vision`).
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## Commands
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@@ -108,11 +108,12 @@ Subsystem rules live in `docs/guides/` and lazy-load in Claude Code via `.claude
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## Current state
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_**Box live at v0.1.0:97 (deployed 2026-06-20)** — the full mobile-first redesign (Phases 0–7 + P3b + drag-reorder + **8a–8i**) **+ installable PWA (Option A)** went live at v95; **v96** brought the login/first-admin screen into mobile/PWA conformance; **v97** is the first round of Grant's real-phone feedback — viewport zoom-lock (`maximum-scale=1` + `user-scalable=no`: no pinch, no iOS auto-zoom-on-focus for our <16px inputs; app-wide) + mobile top-bar fixes (account initial flex-centered & dc-aligned; quick-log pencil bumped to `--text-secondary` for affordance). All CSS-only, desktop untouched. **The fundraising grid + email capture is the canonical system of record.** Active thread: **mobile-first redesign DEPLOYED; Grant is now real-phone device-testing and reporting polish items** (v97 is the first batch). Build reference: `design/phase8-conformance.md` (the 8a–8i spec; fully landed — archive-eligible). History: git log + `start9/0.4/startos/versions/`._
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_**Box live at v0.1.0:98; v0.1.0:99 built + installing this session (2026-06-20)**. This session = **Grant's real-phone device-test round 2**: four in-app fixes (CRM half → v99 s9pk) + a Matrix intake-bot cleanup (Spark) + a written plan for in-app camera card intake. **The fundraising grid + email capture is the canonical system of record.** History: git log + `start9/0.4/startos/versions/`._
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- **Mobile redesign — 4 core surfaces built (Grid · Contacts · Pipeline · Reminders), each a rules-of-hooks-safe `useIsMobile()` → `Mobile*`/`Desktop*` pair (desktop untouched).** Foundation: bottom-tab bar + `:root` mobile vars; 4-stage enum; derived grid signals injected-on-GET/stripped-on-write at both points; mobile writes use **one-row endpoints only** (log-communication, pipeline link/stage, reminders, `update-row`) — never whole-grid PUT.
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- **Phase 8 complete (8a–8i)** — all mobile cards/details/sheets/shell match the dc anatomy; the durable per-primitive record is the **Design convention's primitives list**, per-phase detail in git log. Installable PWA is a durable Conventions bullet (+ `ROADMAP.md` "Mobile PWA").
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- **Live (deployed):** **mobile zoom-lock + top-bar polish (v97, 2026-06-20)**; **login page mobile/PWA conformance (v96)**; **mobile-first redesign (Phases 0–8i) + light theme + installable PWA + 4-stage pipeline funnel (migration 0007) — all v95 (2026-06-20)**; W2 NL query (v94); W1 reminders (v93); grid Pipeline (v88); Matrix intake + Gmail capture (DWD) + daily digest; Thesis/Architect (dual-approval); outreach — all draft-only.
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- **Tests:** **40/40 backend green** (`python3 backend/run_tests.py`), `py_compile` clean. Mobile surfaces interaction-verified via throwaway 375px jsdom harnesses (deleted after); harness recipe + the `Simulate.change` input gotcha live in the `mobile-surface-verification` memory.
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- **Next — Grant's real-phone device-test (v97 is live):** the whole mobile set + PWA + login + top-bar fixes shipped 2026-06-20. **Confirm on v97:** tapping a field no longer zooms the page; pinch is disabled; top-bar **account initial is centered** and the **quick-log pencil is visible**. Plus the standing gate: light/dark across the 4 surfaces **+ login** (375px gutters, card not under the status bar in standalone), **install-to-home-screen → standalone launch** (Safari Share → Add to Home Screen; expect full-screen, dark status bar, T31 icon), safe-area/tab-bar clearance, swipe/sheet interactions (only smoke/jsdom-verified so far). Known PWA item to eyeball: the iOS status bar is fixed `black` (light-theme cosmetic seam — see Open/risks).
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- **Open / risks:** all mobile work + light theme **deployed (v95/v96/v97) but real-phone device-test only just starting** (Grant); **viewport now `user-scalable=no`** — intentional native feel for this internal tool; OS accessibility zoom still works, but it's a known a11y trade-off if scope ever widens beyond the team; **quick-log pencil deviates from the dc `--t3` spec → `--text-secondary`** on Grant's "can't see it" report (the dc grey thin-outline reads as empty next to the color sun emoji; confirm on-device it now reads clearly); `.login-title` CSS (`index.html:1869`) is **dead** (defined, never rendered — login uses logo + subtitle; trivial removal candidate); `MobileDetailRow` unused-but-retained (legacy-usage sweep); Pipeline detail "Committed" tile shows grid-committed not deal-expected (forecast in a footnote); `handle_get_opportunity` (single-opp GET) deliberately does NOT inject `existing_investor`/`last_contact_date` — no surface needs it (the card uses the list injection; the detail derives `existing` from the contact fetch); W2 happy-path only; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical**; doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live; **PWA iOS status bar is fixed `black` at launch** (`apple-mobile-web-app-status-bar-style`) — v96 fixed the *login-card* collision (it now respects `env(safe-area-inset-top)`), but the global header still gets a black strip above it in *light* theme (proper fix = `black-translucent` + header top-safe-area padding + theme-synced `theme-color`; deferred, validate on-device; dark is default so low-priority); PWA manifest/icons sent with no `Cache-Control` (consistent with all static routes — a manifest change post-install may be served stale by iOS until it re-fetches).
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- **Device-test round 2 — 4 fixes shipped to v0.1.0:99 (CRM half).** (1) **Intake fuzzy match** no longer over-indexes on generic firm words — `_name_similarity` scores **distinctive** tokens only (generic descriptors like "Investment Group"/"Capital"/"Family Office" stripped via `_GENERIC_ORG_WORDS`); "Fortitude Investment Group" no longer surfaces Aether/Russell. (2) **Mobile grid "Last contact"/staleness sort is reversible** (`SortSheet` opt-in `dir`/`onToggleDir`; other surfaces untouched). (3) **Mobile "Edit investor" prefills a contact's email** — `GET /api/fundraising/state` heals a blank grid pill email from `fundraising_contacts.contact_id → contacts.email` (fill-only, by pill order then name; next one-row save persists it; `fundraising_contact_emails_by_row`). (4) **Quick-log pencil icon renders** — `.quicklog-btn svg { width;height;flex:none }` (iOS collapses a sole, centered, attribute-only-sized flex-child svg; the v97 fix only changed its color).
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- **Matrix intake-bot — thread auto-delete on decision + retroactive purge (Spark, bot-only, NOT in the s9pk).** Approve/reject now `redact_thread(intake_room, root)` (clears card + ack + main-timeline nudge + the user's photo/note), mirroring the email-review room; the scan now also catches the un-threaded nudge (`m.in_reply_to`). New one-time `backend/matrix_intake/redact_intake.py` (dry-run default; `--apply`) clears the room backlog. **Needs the bot to hold a redact/moderator power level in the intake room** to clear users' messages (manual Element step). No more in-Matrix "✅ logged" confirmation after a commit (by design, like email). Detail: `docs/guides/matrix-intake.md`.
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- **In-app camera card intake (#7) — PLAN written, not built.** `docs/handoffs/in-app-card-intake-plan.md`: reuses the nio-free transcribe/parse core (`server.py` already imports `llm`; `matrix_intake/parse.py`+`spark.py` are nio-free) → **one endpoint** `POST /api/intake/card` + **one mobile component** (camera button left of the pencil). No bot refactor, no new dep, no migration. **Awaiting Grant's call** on 4 decisions (provenance tag, form-edits-only v1, member access, ships-in-s9pk).
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- **Mobile-first redesign — deployed (v95–v97), on-device test in progress.** 4 surfaces (Grid·Contacts·Pipeline·Reminders) + light theme + installable PWA + 4-stage funnel; desktop untouched. Standing gate: light/dark across surfaces + login (375px gutters, safe-area), install→standalone launch, swipe/sheet interactions (only jsdom-smoked). Other live features: W2 NL query (v94), W1 reminders (v93), grid Pipeline (v88), Gmail capture + daily digest, Thesis/Architect (dual-approval), outreach — all draft-only. **Business-card intake (M3, Matrix bot) LIVE since v98** (vision OCR via the daily-driver model; `source="matrix_card"`; captures name/email/title/city/LinkedIn/phone/mobile, integrity-checked).
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- **Tests: 42/42 backend green** (`python3 backend/run_tests.py`), `py_compile` clean, frontend render-smoke green (`make render-smoke`). New: `test_grid_email_heal.py` + intake generic-word cases. Vision/OCR (Matrix + the planned in-app path) is **live-smoke only**.
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- **Next:** (1) Grant device-tests the 4 v99 fixes on his phone (esp. the **pencil icon** — root-caused but device-confirm) + re-tests cards (OCR/phone mapping); (2) Grant gives the intake bot **mod power** in the room, then `redact_intake.py --apply` on the Spark; (3) Grant's call on the #7 plan; (4) finish the standing mobile on-device gate.
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- **Open / risks:** **vision OCR can misread a character** on a card small-in-frame (resolution-bound — Spark Control downscales to ~2 MP; `mara.com→marac.com` reproduced at temp 0; mitigations: fill the frame, or a future client-side crop); **iPhone HEIC** may not decode in vLLM (most clients send JPEG); phone/mobile/LinkedIn land on the **contact record**, not the grid pill (by design — only city syncs to the pill); intake redaction needs the bot's room **mod power** or users' messages linger; **Claude/Architect path unverified live on the box**; v2.0 reserve-asset spine **not canonical**; **PWA iOS status bar fixed `black`** in light theme (header seam; deferred, dark is default); doc drift — `crm-overview.md`/`EVALUATION.md` still call `lp_profiles` live; assorted minor UI cleanups (`.login-title` dead CSS, `MobileDetailRow` unused, Pipeline "Committed" tile shows grid-committed) tracked in git history.
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+7
-4
@@ -103,19 +103,19 @@
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**W3 — Bot grid-mutations behind a Matrix approval gate.** Generalize the email-proposal scaffold (`email_proposal_matrix` + propose→post→decide→apply) into one `agent_proposals` table (kind discriminator + JSON payload + target). Bot proposes set-commitment / assign-fund / change-stage / set-reminder; a human approves/edits/rejects in Matrix (**any member**); then apply. **Surgical, version-checked mutations — never blob RMW:** stage rides the existing `opportunities` link + validated stage endpoint; reminders write the W1 table; set-commitment/assign-fund need a version-checked single-cell upsert into the grid blob. Triggers the deferred **scoped service-token** item below (per-mutation-kind allowlist on the bot credential; money/merge/delete always require human approval regardless of scope — the autonomy axis). Parse on local Qwen, not Claude.
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### Matrix-bridge intake for the fundraising grid — M1+M2 BUILT (deploy + live smoke pending)
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*Requested 2026-06-16. **M1 (scaffold + parse + in-thread propose) and M2 (match + write-on-approve) built, tested (26/26), not yet deployed** — code in `backend/matrix_intake/`, guide at `docs/guides/matrix-intake.md`. Remaining: install `matrix-nio` + creds on the Spark, create the CRM bot user, and a **live Matrix smoke** (can't run in CI). M3 (business-card photo) deferred until Spark Control has a vision model. Next major build after this is **Pipeline adoption** (see below).*
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### Matrix-bridge intake for the fundraising grid — M1+M2+M3 BUILT & LIVE
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*Requested 2026-06-16. **M1+M2 live since v0.1.0:86 (2026-06-17); M3 (business-card photo) shipped & live 2026-06-20** — code in `backend/matrix_intake/`, guide at `docs/guides/matrix-intake.md`. M3 unblocked once the Spark Control daily-driver model became vision-capable: the bot OCRs a card via Spark Control's `/v1/chat/completions` multimodal passthrough (same `CRM_CHAT_MODEL`), then runs the existing intake flow; captures contact name/email/title/city/LinkedIn/phone/mobile (server half of phone/mobile = s9pk v0.1.0:98). Remaining: ongoing on-device card testing (OCR accuracy on small-in-frame cards). Next major build is **Pipeline adoption** (see below).*
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Use the **matrix-bridge** repo's pattern to listen on a dedicated ten31-database Matrix room. Send a message (with an optional business-card photo) and a local LLM **via Spark Control** parses it into the fundraising-grid schema and **auto-creates the investor entity + contact row**. For an existing investor, send a meeting note and it **appends an interaction-log entry**. Approval gate: the bot replies in Matrix with the proposed add/edit; the user approves / rejects / edits in-thread before the write commits (keeps the draft→human-approve guardrail).
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- Fits the "grid is canonical" direction (writes land in `fundraising_*`) and the never-send-autonomously rule (in-thread human approval before any write).
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**Locked design (2026-06-16, approved) — build now, M1 then M2:**
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- **Separate component, shared scaffold:** new `backend/matrix_intake/` (its own process; lifts matrix-bridge's connect/prime-then-listen/threaded-reply plumbing). `matrix-nio` is isolated to this component's `requirements.txt` — it never enters the stdlib CRM runtime. Keeps the CRM write credential + LP data out of the general-purpose matrix-bridge bot (blast-radius + data-sovereignty), and lets the two iterate independently. Runs on the Spark (placement settled against `standards/guides/placement.md` at deploy).
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- **v1 = text-only.** Business-card photo deferred to M3 — Spark Control fronts chat/embeddings/rerank but **no vision model** today, so photo→fields isn't buildable end-to-end yet.
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- **~~v1 = text-only~~ — M3 business-card photo SHIPPED (2026-06-20).** The Spark Control daily-driver model is now vision-capable (multimodal `image_url` passthrough), so card→text→fields works end-to-end. Transcribe-then-reuse (vision OCRs to text; the existing text extractor pulls fields) preserves the email/phone integrity rules. See the matrix-intake guide.
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- **Parse:** local Qwen via Spark Control `/v1/chat/completions` (temp 0, JSON-only), reusing the existing Spark client pattern (`backend/redaction`/`backend/ingest`).
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- **Approval handshake (the one stateful piece):** in-memory pending-proposal store keyed by Matrix thread root; user replies **yes / edit field=value / no** in-thread. Satisfies never-write-autonomously; exempt from "agents draft, humans send" (internal data entry, like the digest).
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- **CRM-side:** `POST /api/intake/investor` (service-auth) creates a new investor+contact **through the existing grid-save path** (so relational sync + audit + backup-on-write happen as with a UI edit; bot never does whole-blob RMW) or appends a meeting note to the interaction log for an existing investor; `GET /api/intake/match?q=` fuzzy-matches via the existing entity-resolution/email-matcher. New investor needs no fund at intake.
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- **Phases:** M1 = scaffold + parse + in-thread propose, **no writes** (proves Matrix↔Spark). M2 = intake endpoint + match + write-on-approve + tests. M3 (deferred) = business-card photo.
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- **Phases:** M1 = scaffold + parse + in-thread propose, **no writes** (proves Matrix↔Spark). M2 = intake endpoint + match + write-on-approve + tests. **M3 = business-card photo (SHIPPED 2026-06-20).**
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**Post-deploy enhancement — fuzzy match + in-thread confirm (Grant, 2026-06-17). DEPLOYED & LIVE 2026-06-17 (v0.1.0:86; box migration chain …85→86 clean, `candidates` endpoint verified); Matrix live-smoke pending.** 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`).
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- **As built:** `find_intake_candidates` in `server.py` (deterministic — stdlib `difflib` name similarity + token-set Jaccard, legal-suffix-aware via `_strip_legal_suffix`, + email Levenshtein ≤ 2; ranked, ≥0.62, top 5). `GET /api/intake/match` now returns `{match, candidates}`. Bot: a new `_stage="disambiguate"` shortlist (`proposals.render_disambiguation` / `interpret_disambiguation` / `attach_to_candidate` / `promote_to_new`) — human picks a number / `new` / `no`. **The optional LLM-judge re-rank was deliberately deferred** (the deterministic filter already surfaces the named cases; an LLM judge is the right *pruner* for shortlist noise — build if the deterministic ranking proves too noisy in practice). Tests: `test_intake_endpoints.py` (server fuzzy cases), `matrix_intake/test_proposals.py` (disambiguation grammar), `matrix_intake/test_crm_client.py` (candidate shape).
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@@ -129,6 +129,9 @@ Use the **matrix-bridge** repo's pattern to listen on a dedicated ten31-database
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**Long-term — extract the intake bot to its own repo (recommended, not yet done).** Containerizing from this monorepo is the pragmatic now-state, but the bot is a genuinely separate deployable (own process, own `matrix-nio` dep, own lifecycle); its only CRM coupling is the HTTP API (a clean network contract) plus ~40 lines of stdlib Spark client (cheap to vendor). The tell: the spark-control Update button would run `git reset --hard origin/main` on the **whole CRM clone** — wrong blast radius. `matrix-bridge` is already a dedicated repo; mirror it. The extraction is a migration (new Gitea repo, move code + tests + guide, vendor the client, re-point the Spark deploy), so it's deferred until worth the lift — do it *before* wiring the spark-control card if both land in the same push.
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### In-app camera business-card intake — PLAN written, awaiting go-ahead (Grant, 2026-06-20)
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*A camera button in the mobile top bar (left of the quick-log pencil) → take/choose a photo → the same vision-transcribe → parse → fuzzy-match → edit/approve/reject flow the Matrix card intake (M3) runs, surfaced as an inline mobile sheet. **Detailed plan: `docs/handoffs/in-app-card-intake-plan.md`.*** Key finding: the reusable core is nio-free and already reachable from the CRM (`server.py` imports `llm`; `matrix_intake/parse.py`+`spark.py` import no `matrix-nio`), so it's **one endpoint** (`POST /api/intake/card`) + **one mobile component**, no bot refactor / new dep / migration. Four decisions pending Grant before building: provenance tag (`app_card`?), form-edits-only for v1 (no conversational NL-edit), any-member access, ships-in-s9pk. Reuses the New-investor sheet pre-filled + the proven `.quicklog-btn svg` icon-sizing fix for the camera button.
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### Scoped service-credential auth path for automated CRM writers
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*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.*
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@@ -171,9 +171,13 @@ async def main():
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store.put(root, proposal) # commit failed — restore so the user can retry
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await say(room_id, f"⚠️ write failed, nothing committed: {exc}", root)
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return
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await say(room_id, f"✅ {summary}", root)
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# Committed → clear the whole thread (card + ack + nudge + the user's note/photo),
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# like the email-review room. The thread vanishing is the acknowledgment; a confirmation
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# reply would just keep it alive (and need redacting too). Needs the bot's redact/mod
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# power in the intake room to clear the user's own messages — else those linger.
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await redact_thread(room_id, root)
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elif action == "reject":
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await say(room_id, "🗑️ Discarded — nothing written.", root)
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await redact_thread(room_id, root)
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elif action == "edit":
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field, value = payload
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proposal = proposals.apply_edit(proposal, field, value)
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@@ -212,42 +216,49 @@ async def main():
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await say(room_id, "➕ OK — adding as a new investor:\n\n"
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+ proposals.render(updated), root)
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elif action == "reject":
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await say(room_id, "🗑️ Discarded — nothing written.", root)
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await redact_thread(room_id, root) # discard → clear the thread, like an approve
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else: # unrecognized — re-show the shortlist
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store.put(root, proposal)
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await say(room_id, "I didn't catch that.\n\n" + proposals.render_disambiguation(proposal), root)
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async def redact_card(event_id):
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"""Redact one event (best-effort). Redacting our OWN message needs no special power;
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redacting someone else's reply needs the bot to hold a redact/mod power level."""
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async def redact_card(room_id, event_id):
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"""Redact one event in `room_id` (best-effort). Redacting our OWN message needs no special
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power; redacting someone else's message (a human reply, or the user's original card photo /
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intake note) needs the bot to hold a redact/mod power level in that room."""
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try:
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await client.room_redact(review_room, event_id, reason="proposal resolved")
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await client.room_redact(room_id, event_id, reason="proposal resolved")
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except Exception as exc:
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print(f"matrix-intake: could not redact {event_id}: {exc}", flush=True)
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async def redact_thread(root):
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"""Clear a resolved thread: redact the card AND every reply under it, so the thread drops
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out of the threads view (not just the main timeline). The card is ours (always redactable);
|
||||
the human's yes/no reply needs the bot's redact/mod power — if it lacks power that redact
|
||||
just no-ops and the reply lingers. Finds replies by scanning recent room history for
|
||||
m.thread events pointing at this root (the triggering reply is already synced, so a
|
||||
backward scan from the current token includes it)."""
|
||||
await redact_card(root)
|
||||
async def redact_thread(room_id, root):
|
||||
"""Clear a resolved thread in `room_id`: redact the root AND every message that hangs off it
|
||||
— the m.thread children (cards/acks/human replies) AND the main-timeline **nudge** (a plain
|
||||
m.in_reply_to reply, not a thread child), so the thread drops out of both the threads view
|
||||
and the timeline. For email-review the root is the bot's card; for intake it's the USER'S
|
||||
own note/photo, so clearing it (and the human reply) needs the bot's redact/mod power in that
|
||||
room — without it those just no-op and linger. Replies are found by scanning recent history
|
||||
from the current sync token (the triggering reply is already synced, so a backward scan
|
||||
includes it)."""
|
||||
await redact_card(room_id, root)
|
||||
token = getattr(client, "next_batch", None)
|
||||
if not token:
|
||||
return
|
||||
try:
|
||||
scanned = 0
|
||||
for _ in range(MAX_THREAD_SCAN_PAGES):
|
||||
resp = await client.room_messages(review_room, start=token,
|
||||
resp = await client.room_messages(room_id, start=token,
|
||||
direction=MessageDirection.back, limit=100)
|
||||
chunk = getattr(resp, "chunk", None)
|
||||
if not chunk:
|
||||
break
|
||||
for ev in chunk:
|
||||
rel = ((getattr(ev, "source", None) or {}).get("content", {}) or {}).get("m.relates_to") or {}
|
||||
if rel.get("rel_type") == "m.thread" and rel.get("event_id") == root:
|
||||
await redact_card(ev.event_id)
|
||||
in_reply = (rel.get("m.in_reply_to") or {}).get("event_id")
|
||||
# A thread child carries event_id==root; the un-threaded nudge carries only
|
||||
# m.in_reply_to.event_id==root. Catch both so the thread AND its main-timeline
|
||||
# pointer clear together.
|
||||
if rel.get("event_id") == root or in_reply == root:
|
||||
await redact_card(room_id, ev.event_id)
|
||||
token = getattr(resp, "end", None)
|
||||
scanned += len(chunk)
|
||||
if not token or scanned > 1000:
|
||||
@@ -275,7 +286,7 @@ async def main():
|
||||
return
|
||||
# Success → clear the whole thread (card + replies). No confirmation: the thread
|
||||
# vanishing is the acknowledgment, and a confirmation reply would keep it alive.
|
||||
await redact_thread(root)
|
||||
await redact_thread(review_room, root)
|
||||
elif decision == "reject":
|
||||
email_threads.pop(root, None)
|
||||
try:
|
||||
@@ -284,7 +295,7 @@ async def main():
|
||||
email_threads[root] = item
|
||||
await say(room_id, email_proposals.frame(f"⚠️ couldn't dismiss it ({str(exc)[:200]}). Try again."), root)
|
||||
return
|
||||
await redact_thread(root)
|
||||
await redact_thread(review_room, root)
|
||||
else:
|
||||
try:
|
||||
new_note = await asyncio.to_thread(email_proposals.revise_note, item.get("note") or "", text)
|
||||
@@ -332,7 +343,7 @@ async def main():
|
||||
if not ev:
|
||||
continue
|
||||
try:
|
||||
await redact_thread(ev)
|
||||
await redact_thread(review_room, ev)
|
||||
await asyncio.to_thread(crm_client.mark_email_proposal_closed, it["id"])
|
||||
email_threads.pop(ev, None)
|
||||
except Exception as exc:
|
||||
|
||||
@@ -0,0 +1,86 @@
|
||||
#!/usr/bin/env python3
|
||||
"""One-time maintenance: clear the intake room's backlog of resolved/stale messages.
|
||||
|
||||
Going forward the bot redacts each intake thread when it's approved/rejected (bot card + ack +
|
||||
nudge + the user's own note/photo). This clears the messages that piled up BEFORE that shipped.
|
||||
|
||||
The intake room is single-purpose and the bot keeps **no durable pending state** (its proposal
|
||||
store is in-memory and is lost on every restart), so nothing in the room is "still live" after a
|
||||
restart — every message in it is safe to redact. This walks the room history and redacts every
|
||||
m.room.message event (text + business-card images), bot's and humans' alike.
|
||||
|
||||
Redacting another user's message (the humans' notes/photos) needs the bot to hold a **redact /
|
||||
moderator power level** in the intake room — without it those just no-op and linger (the bot's own
|
||||
messages still clear). Make the bot a moderator of the intake room in Element first.
|
||||
|
||||
Safe by default: prints what it WOULD redact and does nothing. Pass --apply to actually redact.
|
||||
Run on the Spark via the bot's own creds/image:
|
||||
docker compose run --rm matrix-intake python -u backend/matrix_intake/redact_intake.py
|
||||
docker compose run --rm matrix-intake python -u backend/matrix_intake/redact_intake.py --apply
|
||||
"""
|
||||
import asyncio
|
||||
import sys
|
||||
|
||||
from nio import AsyncClient, MessageDirection
|
||||
|
||||
import settings
|
||||
|
||||
MAX_PAGES = 50 # 50 * 100 events is far more history than this room holds
|
||||
|
||||
|
||||
async def main(apply):
|
||||
mx = settings.matrix_settings()
|
||||
intake_room = mx.get("intake_room")
|
||||
if not intake_room:
|
||||
print("MATRIX_INTAKE_ROOM is not set — nothing to do.")
|
||||
return
|
||||
client = AsyncClient(mx["homeserver"], mx["user_id"])
|
||||
client.restore_login(user_id=mx["user_id"], device_id=mx["device_id"], access_token=mx["token"])
|
||||
try:
|
||||
sync = await client.sync(timeout=10000, full_state=False)
|
||||
token = sync.next_batch
|
||||
targets = [] # (event_id, label)
|
||||
seen = set()
|
||||
for _ in range(MAX_PAGES):
|
||||
resp = await client.room_messages(intake_room, start=token,
|
||||
direction=MessageDirection.back, limit=100)
|
||||
chunk = getattr(resp, "chunk", None)
|
||||
if not chunk:
|
||||
break
|
||||
for ev in chunk:
|
||||
src = getattr(ev, "source", None) or {}
|
||||
if src.get("type") != "m.room.message":
|
||||
continue # only chat messages + images; leave membership/state events alone
|
||||
eid = getattr(ev, "event_id", None)
|
||||
if not eid or eid in seen:
|
||||
continue
|
||||
seen.add(eid)
|
||||
content = src.get("content") or {}
|
||||
if not content:
|
||||
continue # already redacted (content stripped) — skip
|
||||
msgtype = content.get("msgtype") or "?"
|
||||
body = (content.get("body", "") or "").replace("\n", " ")
|
||||
who = "bot " if getattr(ev, "sender", None) == mx["user_id"] else "user"
|
||||
targets.append((eid, f"{who} [{msgtype}] {body[:60]}"))
|
||||
token = getattr(resp, "end", None)
|
||||
if not token:
|
||||
break
|
||||
|
||||
print(f"messages to clear in the intake room: {len(targets)}")
|
||||
fails = 0
|
||||
for eid, label in targets:
|
||||
print(("APPLY redact " if apply else "WOULD redact ") + eid + " :: " + label)
|
||||
if apply:
|
||||
r = await client.room_redact(intake_room, eid, reason="retroactive intake-room cleanup")
|
||||
if not hasattr(r, "event_id"):
|
||||
fails += 1
|
||||
print(f" ! redact failed (need mod power for others' messages?): {r}")
|
||||
print(("done — redacted " if apply else "dry run — would redact ")
|
||||
+ f"{len(targets) - (fails if apply else 0)}/{len(targets)} event(s)"
|
||||
+ (f"; {fails} failed" if apply and fails else "") + ".")
|
||||
finally:
|
||||
await client.close()
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
asyncio.run(main(apply="--apply" in sys.argv[1:]))
|
||||
+86
-6
@@ -1305,14 +1305,40 @@ def _strip_legal_suffix(normalized_name):
|
||||
return " ".join(toks)
|
||||
|
||||
|
||||
# Generic firm-descriptor words that carry almost no identifying signal: nearly every firm name
|
||||
# contains one ("… Investment Group", "… Capital", "… Family Office"). Two names that overlap ONLY
|
||||
# on these are NOT duplicates — 'Fortitude Investment Group' is not 'Aether Investment Group'. We
|
||||
# compare on the DISTINCTIVE remainder so a shared descriptor can't inflate the score (the earlier
|
||||
# "Capital/Ventures/Partners are distinctive enough to keep" assumption produced false shortlists —
|
||||
# Grant, 2026-06-20). If a name is ALL descriptor ('Family Office'), we fall back to its full tokens
|
||||
# so there's still something to compare.
|
||||
_GENERIC_ORG_WORDS = frozenset({
|
||||
"investment", "investments", "investing", "investor", "investors",
|
||||
"capital", "ventures", "venture", "partners", "partner", "group",
|
||||
"fund", "funds", "management", "advisors", "advisers", "advisory",
|
||||
"asset", "assets", "holdings", "holding", "family", "office",
|
||||
"trust", "associates", "equity", "financial", "finance", "global",
|
||||
"international", "company", "enterprises", "wealth", "the", "and", "of",
|
||||
})
|
||||
|
||||
|
||||
def _distinctive_tokens(normalized_name):
|
||||
"""Tokens of a (legal-suffix-stripped) name with generic firm descriptors removed. Falls back to
|
||||
the full token list when the name is nothing but descriptors, so an all-generic name still compares."""
|
||||
toks = re.findall(r"[a-z0-9]+", normalized_name)
|
||||
keep = [t for t in toks if t not in _GENERIC_ORG_WORDS]
|
||||
return keep or toks
|
||||
|
||||
|
||||
def _name_similarity(a, b):
|
||||
"""0..1 fuzzy similarity between two investor names: the max of difflib's sequence ratio
|
||||
(catches near-spellings — 'Charlie'/'Charles') and token-set Jaccard overlap (catches
|
||||
word-order differences). Legal-entity suffixes are stripped first, so two names differing
|
||||
only by 'LLC'/'LP'/'Inc' score 1.0 (a near-certain duplicate to surface — find_intake_match
|
||||
won't have caught it, since it compares the full string). Favors recall: a shared common
|
||||
name-word ('… Capital') can lift unrelated firms into the 0.6–0.8 band — acceptable noise in
|
||||
a ranked, human-confirmed shortlist; semantic pruning is the deferred LLM-judge's job."""
|
||||
won't have caught it, since it compares the full string). Both the ratio and the Jaccard run on
|
||||
the DISTINCTIVE tokens (generic descriptors like 'Investment Group'/'Capital' removed), so firms
|
||||
that share only a descriptor don't surface as look-alikes; 'Aether Capital' ~ 'Aether Capital
|
||||
Partners' still scores 1.0 on the distinctive 'aether'. Still recall-favoring on real overlap."""
|
||||
a = _normalize_text(a)
|
||||
b = _normalize_text(b)
|
||||
if not a or not b:
|
||||
@@ -1323,9 +1349,10 @@ def _name_similarity(a, b):
|
||||
sb = _strip_legal_suffix(b) or b
|
||||
if sa == sb:
|
||||
return 1.0
|
||||
ratio = difflib.SequenceMatcher(None, sa, sb).ratio()
|
||||
ta = set(re.findall(r"[a-z0-9]+", sa))
|
||||
tb = set(re.findall(r"[a-z0-9]+", sb))
|
||||
da = _distinctive_tokens(sa) # order-preserving for the sequence ratio
|
||||
db = _distinctive_tokens(sb)
|
||||
ratio = difflib.SequenceMatcher(None, " ".join(da), " ".join(db)).ratio()
|
||||
ta, tb = set(da), set(db)
|
||||
jaccard = len(ta & tb) / len(ta | tb) if (ta or tb) else 0.0
|
||||
return max(ratio, jaccard)
|
||||
|
||||
@@ -1881,6 +1908,45 @@ def existing_investor_by_source_row(conn):
|
||||
return out
|
||||
|
||||
|
||||
def fundraising_contact_emails_by_row(conn):
|
||||
"""{ source_row_id: {'order': {sort_order: email}, 'name': {normalized_name: email}} } of the
|
||||
authoritative email per grid contact, for HEALING blank pill emails on read.
|
||||
|
||||
The grid blob is canonical for the edit sheet, but an email can reach the linked classic
|
||||
contact (via email capture / a contact edit) without ever being written back into the blob
|
||||
pill — so the mobile "Edit investor" sheet shows an empty email for a contact the directory
|
||||
clearly has (Grant, 2026-06-20). We recover it from the relational mirror: prefer the synced
|
||||
fundraising_contacts.email, else the linked classic contacts.email (the source that actually
|
||||
holds the captured address). Keyed by sort_order (pills and fundraising_contacts share the
|
||||
blob order — the robust key) with a normalized-name fallback. Only non-blank emails are
|
||||
returned; filling is fill-only-when-blank in the handler, so it heals and converges (the next
|
||||
one-row save persists the recovered email into the blob)."""
|
||||
out = {}
|
||||
rows = conn.execute(
|
||||
"""
|
||||
SELECT fi.source_row_id AS srid, fc.sort_order AS so, fc.full_name AS name,
|
||||
COALESCE(NULLIF(TRIM(fc.email), ''), c.email) AS email
|
||||
FROM fundraising_investors fi
|
||||
JOIN fundraising_contacts fc ON fc.investor_id = fi.id
|
||||
LEFT JOIN contacts c ON c.id = fc.contact_id AND c.deleted_at IS NULL
|
||||
"""
|
||||
).fetchall()
|
||||
for r in rows:
|
||||
email = str(r['email'] or '').strip()
|
||||
if not email:
|
||||
continue
|
||||
srid = str(r['srid'] or '')
|
||||
if not srid:
|
||||
continue
|
||||
bucket = out.setdefault(srid, {'order': {}, 'name': {}})
|
||||
if r['so'] is not None:
|
||||
bucket['order'][int(r['so'])] = email
|
||||
nm = _normalize_text(r['name'])
|
||||
if nm:
|
||||
bucket['name'][nm] = email
|
||||
return out
|
||||
|
||||
|
||||
def contact_grid_signals(conn, contact_id=None):
|
||||
"""Return {contacts.id: {'committed': float, 'pipeline_stage': str|None, 'priority': bool}} for
|
||||
every classic contact linked to a fundraising-grid investor (via fundraising_contacts.contact_id,
|
||||
@@ -5830,6 +5896,7 @@ class CRMHandler(BaseHTTPRequestHandler):
|
||||
reminder_by_row = reminder_status_by_source_row(conn)
|
||||
existing_by_row = existing_investor_by_source_row(conn)
|
||||
recency_by_row = staleness_by_source_row(conn)
|
||||
emails_by_row = fundraising_contact_emails_by_row(conn)
|
||||
conn.close()
|
||||
|
||||
try:
|
||||
@@ -5873,6 +5940,19 @@ class CRMHandler(BaseHTTPRequestHandler):
|
||||
last_activity, staleness = recency_by_row.get(srid, (None, ''))
|
||||
r['last_activity_at'] = last_activity
|
||||
r['staleness'] = staleness
|
||||
# Heal blank pill emails from the relational mirror (fill-only — never overwrite a value
|
||||
# already in the blob). Unlike the read-only columns above, email is a REAL blob field,
|
||||
# so this is a backfill, not a derived signal: it needs NO strip point, and the next
|
||||
# one-row save legitimately persists it. Match by pill order, then by name.
|
||||
heal = emails_by_row.get(srid)
|
||||
pills = r.get('contacts')
|
||||
if heal and isinstance(pills, list):
|
||||
for i, c in enumerate(pills):
|
||||
if not isinstance(c, dict) or str(c.get('email') or '').strip():
|
||||
continue
|
||||
found = heal['order'].get(i) or heal['name'].get(_normalize_text(c.get('name')))
|
||||
if found:
|
||||
c['email'] = found
|
||||
|
||||
return self.send_json({
|
||||
"data": {
|
||||
|
||||
@@ -0,0 +1,135 @@
|
||||
#!/usr/bin/env python3
|
||||
"""Regression: GET /api/fundraising/state heals blank grid-pill emails from the relational mirror.
|
||||
|
||||
The grid blob is canonical for the mobile "Edit investor" sheet, but an email can reach a linked
|
||||
classic contact (email capture / a contact edit) without ever being written back into the blob pill
|
||||
— so the edit form showed an empty email for a contact the directory clearly had (Grant, 2026-06-20).
|
||||
The state handler now fills a blank pill email from fundraising_contacts.email, else the linked
|
||||
contacts.email, matched by pill order then name. This asserts:
|
||||
- a blank pill whose linked contact has an email is HEALED on read;
|
||||
- a blank pill whose linked contact is also blank stays blank;
|
||||
- a pill that already carries an email in the blob is NEVER overwritten (fill-only).
|
||||
Synthetic data only.
|
||||
|
||||
Run: cd backend && python3 test_grid_email_heal.py
|
||||
"""
|
||||
import http.client
|
||||
import json
|
||||
import os
|
||||
import sqlite3
|
||||
import sys
|
||||
import tempfile
|
||||
import threading
|
||||
from http.server import ThreadingHTTPServer
|
||||
|
||||
_DATA = tempfile.mkdtemp()
|
||||
os.environ["CRM_DATA_DIR"] = _DATA
|
||||
os.environ["CRM_DB_PATH"] = os.path.join(_DATA, "crm.db")
|
||||
|
||||
sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
|
||||
import server # noqa: E402
|
||||
|
||||
FAILS = []
|
||||
|
||||
|
||||
def check(cond, msg):
|
||||
print((" PASS " if cond else " FAIL ") + msg)
|
||||
if not cond:
|
||||
FAILS.append(msg)
|
||||
|
||||
|
||||
class _Quiet(server.CRMHandler):
|
||||
def log_message(self, *a):
|
||||
pass
|
||||
|
||||
|
||||
def _get_state(port, token):
|
||||
conn = http.client.HTTPConnection("127.0.0.1", port, timeout=10)
|
||||
conn.request("GET", "/api/fundraising/state", headers={"Authorization": "Bearer " + token})
|
||||
resp = conn.getresponse()
|
||||
raw = resp.read().decode("utf-8", "replace")
|
||||
conn.close()
|
||||
return resp.status, (json.loads(raw) if raw else None)
|
||||
|
||||
|
||||
GRID = {
|
||||
"columns": [{"id": "investor_name", "label": "Investor", "type": "text"},
|
||||
{"id": "contacts", "label": "Contacts", "type": "contacts"}],
|
||||
"rows": [
|
||||
{"id": "rowW", "investor_name": "Wyoming", "notes": "",
|
||||
"contacts": [{"name": "Philip Treick", "email": "", "title": ""},
|
||||
{"name": "Jose Briones", "email": "", "title": ""}]},
|
||||
{"id": "rowA", "investor_name": "Acme Capital", "notes": "",
|
||||
"contacts": [{"name": "Jane Doe", "email": "keep@acme.com", "title": ""}]},
|
||||
],
|
||||
}
|
||||
|
||||
|
||||
def seed():
|
||||
c = sqlite3.connect(os.environ["CRM_DB_PATH"])
|
||||
c.execute("INSERT INTO users (id,username,email,password_hash,full_name,role,is_active) "
|
||||
"VALUES ('u1','grant','grant@ten31.example','x','Grant','admin',1)")
|
||||
c.execute("INSERT INTO fundraising_state (id, grid_json, views_json, version) "
|
||||
"VALUES ('main', ?, '[]', 1) "
|
||||
"ON CONFLICT(id) DO UPDATE SET grid_json = excluded.grid_json", (json.dumps(GRID),))
|
||||
# Classic contacts directory: Jose has the captured email the blob never got; Philip is blank.
|
||||
c.execute("INSERT INTO contacts (id,first_name,last_name,email) VALUES "
|
||||
"('c-phil','Philip','Treick',''),"
|
||||
"('c-jose','Jose','Briones','jbriones@uwyo.edu'),"
|
||||
"('c-jane','Jane','Doe','other@acme.com')") # differs from the blob's keep@acme.com
|
||||
# Relational mirror (what sync_fundraising_relational would build): blank fc.email, linked contact_id.
|
||||
c.execute("INSERT INTO fundraising_investors (id,investor_name,source_row_id,total_invested) VALUES "
|
||||
"('inv-w','Wyoming','rowW',0),('inv-a','Acme Capital','rowA',0)")
|
||||
c.execute("INSERT INTO fundraising_contacts (id,investor_id,full_name,email,sort_order,contact_id) VALUES "
|
||||
"('fc-phil','inv-w','Philip Treick','',0,'c-phil'),"
|
||||
"('fc-jose','inv-w','Jose Briones','',1,'c-jose'),"
|
||||
"('fc-jane','inv-a','Jane Doe','',0,'c-jane')")
|
||||
c.commit()
|
||||
c.close()
|
||||
|
||||
|
||||
def main():
|
||||
server.init_db()
|
||||
seed()
|
||||
token = server.create_token("u1", "grant", "admin")
|
||||
|
||||
httpd = ThreadingHTTPServer(("127.0.0.1", 0), _Quiet)
|
||||
port = httpd.server_address[1]
|
||||
threading.Thread(target=httpd.serve_forever, daemon=True).start()
|
||||
try:
|
||||
st, d = _get_state(port, token)
|
||||
rows = ((d or {}).get("data", {}).get("grid", {}) or {}).get("rows", [])
|
||||
by_id = {r.get("id"): r for r in rows}
|
||||
w = by_id.get("rowW", {})
|
||||
a = by_id.get("rowA", {})
|
||||
wc = w.get("contacts", [])
|
||||
ac = a.get("contacts", [])
|
||||
|
||||
print("\n[heal: blank pill email filled from the linked contact (Jose)]")
|
||||
jose = next((c for c in wc if c.get("name") == "Jose Briones"), {})
|
||||
check(st == 200 and jose.get("email") == "jbriones@uwyo.edu",
|
||||
f"Jose pill healed to jbriones@uwyo.edu (got {jose.get('email')!r})")
|
||||
|
||||
print("\n[heal: blank pill whose contact is also blank stays blank (Philip)]")
|
||||
phil = next((c for c in wc if c.get("name") == "Philip Treick"), {})
|
||||
check(phil.get("email", "") == "",
|
||||
f"Philip pill stays blank (got {phil.get('email')!r})")
|
||||
|
||||
print("\n[heal: a pill that already has an email is never overwritten (Jane)]")
|
||||
jane = next((c for c in ac if c.get("name") == "Jane Doe"), {})
|
||||
check(jane.get("email") == "keep@acme.com",
|
||||
f"Jane pill keeps its blob email, not the contact's (got {jane.get('email')!r})")
|
||||
finally:
|
||||
httpd.shutdown()
|
||||
|
||||
print()
|
||||
if FAILS:
|
||||
print(f"FAILED ({len(FAILS)}):")
|
||||
for f in FAILS:
|
||||
print(f" - {f}")
|
||||
sys.exit(1)
|
||||
print("ALL PASS (grid email heal)")
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
@@ -75,6 +75,12 @@ GRID = {
|
||||
"contacts": [{"name": "Charlie Brown", "email": "cb@brown.fund", "title": ""}]},
|
||||
{"id": "rowBeta", "investor_name": "Beta Capital LLC", "notes": "",
|
||||
"contacts": [{"name": "Pat Roe", "email": "pat@beta.com", "title": ""}]},
|
||||
# Generic-descriptor decoys: share only "investment group" / "investments" with the
|
||||
# Fortitude card below — must NOT surface as look-alikes (the 2026-06-20 false-positive fix).
|
||||
{"id": "rowAether", "investor_name": "Aether Investment Group", "notes": "",
|
||||
"contacts": [{"name": "Ada Ng", "email": "ada@aether.com", "title": ""}]},
|
||||
{"id": "rowRussell", "investor_name": "Russell Investments", "notes": "",
|
||||
"contacts": [{"name": "Russ Lee", "email": "russ@russell.com", "title": ""}]},
|
||||
],
|
||||
}
|
||||
|
||||
@@ -178,6 +184,20 @@ def main():
|
||||
check(st == 200 and data.get("match") is None and data.get("candidates") == [],
|
||||
f"unrelated query -> no match, no candidates (got {data})")
|
||||
|
||||
print("\n[fuzzy: shared generic words alone do NOT surface look-alikes (Fortitude vs Aether/Russell)]")
|
||||
st, d = _req(port, "GET", "/api/intake/match?q=Fortitude%20Investment%20Group", token)
|
||||
data = (d or {}).get("data", {})
|
||||
cids = [c["id"] for c in data.get("candidates", [])]
|
||||
check(data.get("match") is None and "rowAether" not in cids and "rowRussell" not in cids,
|
||||
f"generic-only overlap -> no decoy candidates (got {data})")
|
||||
|
||||
print("\n[fuzzy: a shared DISTINCTIVE word still surfaces (Aether Capital ~ Aether Investment Group)]")
|
||||
st, d = _req(port, "GET", "/api/intake/match?q=Aether%20Capital", token)
|
||||
data = (d or {}).get("data", {})
|
||||
cids = [c["id"] for c in data.get("candidates", [])]
|
||||
check(data.get("match") is None and "rowAether" in cids,
|
||||
f"distinctive overlap -> rowAether candidate (got {data})")
|
||||
|
||||
print("\n[match: missing q and email -> 400]")
|
||||
st, _ = _req(port, "GET", "/api/intake/match", token)
|
||||
check(st == 400, f"no params -> 400 (got {st})")
|
||||
|
||||
@@ -69,6 +69,26 @@ Spark). See *Fuzzy matching* below. Tests green (27/27 backend + the offline bot
|
||||
A bare `yes`/`no` typed **top-level** (not in the thread) while a proposal is pending gets a
|
||||
"reply in the thread" redirect (`store.any_pending()` guard in `handle_intake`), not a
|
||||
misparsed new intake.
|
||||
5. **On a conclusive decision (approve or reject) the whole thread is redacted** (Grant, 2026-06-20)
|
||||
— exactly like the email-review room. `handle_reply`/`handle_disambiguation` call
|
||||
`redact_thread(intake_room, root)` instead of posting a `✅`/`🗑️` confirmation: it clears the
|
||||
bot's card + `📇 Reading…` ack + the main-timeline **nudge** + **the user's own note/photo** (the
|
||||
thread root). The thread vanishing is the acknowledgment; a confirmation reply would just keep it
|
||||
alive. Only conclusive decisions clear — an `edit`/NL-revise keeps the thread (still pending), and
|
||||
a commit **failure** posts a `⚠️` and restores the proposal (no redact, so the user can retry).
|
||||
`redact_thread` now takes the **room** as its first arg and matches replies by `m.thread`
|
||||
event_id **or** `m.in_reply_to` event_id (so the un-threaded nudge clears too). **Prerequisite:
|
||||
the bot needs a `redact`/moderator power level in the intake room** to clear the *humans'*
|
||||
messages (its own need none) — without it the user's note/photo lingers (best-effort, no error).
|
||||
Same Element caveat as email: turn OFF "show removed messages" so the placeholders disappear.
|
||||
**Trade-off:** there's no longer an in-Matrix confirmation of *what* was logged after a successful
|
||||
commit (the record is in the CRM) — by design, matching the email room; revisit if wanted.
|
||||
**Retroactive backfill:** `backend/matrix_intake/redact_intake.py` (dry-run default; `--apply`)
|
||||
clears the room's pre-existing backlog. The intake room keeps **no durable pending state** (the
|
||||
proposal store is in-memory, lost on restart), so every message in it is stale after a restart and
|
||||
safe to redact — it clears **every** `m.room.message` (text + card images), bot's and humans'
|
||||
alike. Run on the Spark: `docker compose run --rm matrix-intake python -u
|
||||
backend/matrix_intake/redact_intake.py [--apply]`.
|
||||
|
||||
## Business-card capture (M3 — image intake)
|
||||
|
||||
|
||||
@@ -0,0 +1,128 @@
|
||||
# Plan: in-app business-card intake (mobile camera → transcribe → approve)
|
||||
|
||||
**Status:** PLAN — awaiting Grant's go-ahead before building (requested 2026-06-20).
|
||||
**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
|
||||
flow the Matrix card intake runs (M3), surfaced as an inline mobile sheet instead of a Matrix thread.
|
||||
|
||||
## Why this is cheaper than it looks
|
||||
|
||||
The reusable core is already nio-free and already reachable from the CRM monolith:
|
||||
|
||||
- `server.py` **already** imports the Spark client: `sys.path.insert(.../ingest); import llm`
|
||||
(`server.py:6485`). `llm.chat_vision` (multimodal → Spark Control passthrough) is the exact call
|
||||
the bot's card OCR uses.
|
||||
- `backend/matrix_intake/parse.py` imports only `json`, `re`, `spark`; `spark.py` imports only
|
||||
`os`, `sys`, `llm`. **Neither imports `matrix-nio`.** So `server.py` can import `parse` +
|
||||
`spark` the same way it imports `llm`, with **no bot refactor and no matrix-nio in the CRM**.
|
||||
- Match (`find_intake_match` / `find_intake_candidates`) and the write
|
||||
(`/api/fundraising/log-communication`, create-if-missing + contact upsert + audit) are **already**
|
||||
in `server.py`. The fuzzy matcher just got the generic-word fix (v-next).
|
||||
- The whole `backend/` tree (incl. `ingest/` + `matrix_intake/`) is `COPY`'d into the s9pk image
|
||||
(`start9/0.4/Dockerfile:62`), so the imports resolve on the box at runtime.
|
||||
|
||||
So this is **one new endpoint + one new mobile component**, reusing everything downstream. No
|
||||
migration, no new dependency, no change to the live Matrix bot.
|
||||
|
||||
## Architecture decision
|
||||
|
||||
**Recommended (Option A): `server.py` imports `matrix_intake.parse` + `matrix_intake.spark`
|
||||
directly.** Add `backend/matrix_intake` to `sys.path` (guarded like the existing `ingest` insert)
|
||||
and `import parse, spark`. Pros: zero bot churn, reuses the tested transcribe + email-integrity
|
||||
parse verbatim, no divergence. Con: the CRM now imports two modules out of the bot package — a mild
|
||||
coupling, but they're pure (no nio, no CRM HTTP; we do NOT import the bot's `crm_client`).
|
||||
|
||||
**Alternative (Option B): extract a shared `backend/intake_core/`** (`vision.py` = transcribe,
|
||||
`extract.py` = parse/normalize/revise) that both the bot and `server.py` import. Cleaner ownership,
|
||||
but it refactors the live, working bot for no functional gain right now. **Defer** unless the
|
||||
coupling in A bites later (e.g. if the bot's `parse` grows nio-coupled helpers).
|
||||
|
||||
> Module-name caution (from the matrix-intake guide): the bot imports by **bare name** (`import
|
||||
> spark`, `import llm`, `import config`). `server.py` already has `ingest/` on its path (so `llm`,
|
||||
> `config`, `http_util` resolve). Adding `matrix_intake/` lets `parse`/`spark` resolve with **no
|
||||
> name overlap** against `ingest`'s modules — verified. Import only `parse` + `spark` (not
|
||||
> `crm_client`/`settings`/`bot`).
|
||||
|
||||
## Server: one new endpoint
|
||||
|
||||
`POST /api/intake/card` — authenticated **member+** (it's a UI feature for the team; NOT bot-gated,
|
||||
NOT admin-only). Body is JSON, image as base64 (no multipart parsing in the stdlib handler):
|
||||
|
||||
```
|
||||
{ "image_b64": "<base64>", "mime": "image/jpeg" }
|
||||
→ 200 { "transcription": "...",
|
||||
"proposal": { investor_name, contact_name, contact_email, contact_title,
|
||||
city, linkedin_url, phone, mobile, note },
|
||||
"match": { id, name } | null,
|
||||
"candidates": [ { id, name, score, matched_on }, ... ] }
|
||||
```
|
||||
|
||||
Handler flow (mirrors `bot.handle_card` → `handle_intake`, minus Matrix):
|
||||
1. Auth (reuse the standard authenticated gate).
|
||||
2. Decode + size-guard the base64; default mime `image/jpeg`.
|
||||
3. `transcription = spark.transcribe_card(image_b64, mime)` (Spark Control vision). On error → 502
|
||||
`{ ok:false, reason:"vision_unavailable" }`; on `<5` chars → 200 `{ ok:false, reason:"unreadable" }`.
|
||||
4. `proposal = parse.parse_message("New investor — from a business card:\n"+transcription, roster=None)`
|
||||
— the **email-integrity rule rides along** (an address/phone/LinkedIn is kept only if it literally
|
||||
appears in the transcription, never minted), exactly as in Matrix. `roster=None` for v1 (the
|
||||
team-roster framing is a Spark-side env; the box can pass None — prior parse behavior).
|
||||
5. `match = find_intake_match(...)`, `candidates = find_intake_candidates(...)` from the proposal's
|
||||
`investor_name`/`contact_email`.
|
||||
6. Return `{ transcription, proposal, match, candidates }`.
|
||||
|
||||
**Approve** reuses the existing write — the mobile sheet POSTs the (possibly-edited) proposal to
|
||||
`POST /api/fundraising/log-communication` with `create_investor_if_missing` (new) or the picked
|
||||
`_match_id`/candidate row (existing), tagged **`source="app_card"`** (a new provenance value
|
||||
distinct from `matrix_card`/`matrix_intake`). **Reject** is client-only (discard the sheet) — no
|
||||
server call, nothing written.
|
||||
|
||||
**No NL-edit for v1.** In a form UI, editing the fields directly is easier than chatting "change the
|
||||
email to…". The fields are inline-editable in the sheet. (A `/api/intake/card/revise` wrapping
|
||||
`parse.revise` is a possible later enhancement if Grant wants conversational corrections.)
|
||||
|
||||
## Mobile UI: one new component
|
||||
|
||||
`MobileCardCapture` in the shell top bar, **left of `MobileQuickLog`** (the cluster at
|
||||
`index.html:14609`). Reuses `<BottomSheet>`, `.sheet-input`, `StageChip`, and the New-investor
|
||||
sheet patterns (8g).
|
||||
|
||||
- **Trigger:** a camera-icon button + a hidden `<input type="file" accept="image/*">` —
|
||||
**omit `capture`** so iOS shows the native action sheet (Take Photo / Photo Library / Browse),
|
||||
satisfying "take a photo OR use an existing photo." (`capture="environment"` would force the camera
|
||||
and skip the library — not what we want.)
|
||||
- **On select:** read the file as a data URL; **downscale via `<canvas>` to ~2000px max dimension**
|
||||
before base64 (native, no library) — keeps the payload under the StartOS reverse-proxy body cap
|
||||
(the matrix-intake guide's known `413` risk) and the model downscales to ~2 MP anyway. Don't
|
||||
over-shrink (hurts OCR). Show a "📇 Reading the card…" loading state.
|
||||
- **POST** to `/api/intake/card`; on `unreadable`/`vision_unavailable` show a "try a clearer,
|
||||
well-lit, fill-the-frame photo" message with a Retake button (same UX as the bot's `📇` replies).
|
||||
- **Approval sheet** (the New-investor sheet, pre-filled from `proposal`): editable investor name +
|
||||
contact name/email/title/city/phone/mobile/LinkedIn; a small "Existing investor?" block when
|
||||
`match`/`candidates` came back (pick a candidate row, or "Add as new"); **Approve** → the
|
||||
log-communication write; **Reject/Retake** → discard.
|
||||
- **Icon:** reuse the proven `.quicklog-btn svg` sizing fix (explicit CSS `width/height` + `flex:none`)
|
||||
so the new camera SVG doesn't hit the same iOS sole-flex-child collapse.
|
||||
|
||||
## Scope / effort / risk
|
||||
|
||||
- **Server:** ~1 endpoint + the `parse`/`spark` import guard + an `app_card` source tag. Small.
|
||||
- **Frontend:** ~1 component (camera button + capture input + canvas downscale + approval sheet) +
|
||||
CSS for the button. Medium (the approval sheet is the New-investor sheet pre-filled).
|
||||
- **No** migration, **no** new dependency, **no** Matrix-bot change.
|
||||
- **Tests:** an endpoint test that stubs `spark.transcribe_card` (like `test_spark.py` does) and
|
||||
asserts the transcribe→parse→match shape + the email-integrity passthrough; the real vision/OCR
|
||||
path stays **live-smoke only** (same as Matrix M3). Frontend is inspection + on-device.
|
||||
- **Risks:** (1) large-image upload vs the reverse-proxy cap — mitigated by client-side canvas
|
||||
downscale; (2) iOS file-input behavior across Safari/standalone-PWA — verify on-device; (3) OCR
|
||||
accuracy is the **shared** Matrix limitation (resolution-bound; "fill the frame"), not new here;
|
||||
(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`.
|
||||
|
||||
## Open questions for Grant (resolve before building)
|
||||
|
||||
1. **Provenance tag** — `source="app_card"` OK (distinct from `matrix_card`)?
|
||||
2. **v1 = form-field edits only** (no conversational NL-edit on the card) — agreed? NL-edit can
|
||||
follow if wanted.
|
||||
3. **Who can use it** — any authenticated member (recommended), or restrict?
|
||||
4. **Ships in the s9pk** (server endpoint + frontend) — so it needs a version bump + build + install,
|
||||
unlike the bot-only M3. Confirm that's the intended delivery path.
|
||||
+50
-9
@@ -2281,6 +2281,14 @@
|
||||
.sort-row-label { font-size: 15px; font-weight: 500; color: var(--text-primary); }
|
||||
.sort-row-hint { font-family: 'IBM Plex Mono', monospace; font-size: 11px; color: var(--text-subtle); }
|
||||
.sort-row-check { flex: none; color: var(--accent); font-size: 15px; }
|
||||
/* Reversible-direction control under a selected sort row (e.g. Staleness oldest/newest). */
|
||||
.sort-dir { display: flex; gap: 8px; padding: 0 4px 2px; }
|
||||
.sort-dir-opt {
|
||||
flex: 1; cursor: pointer; font-family: inherit; font-size: 13px; font-weight: 500;
|
||||
min-height: 40px; padding: 0 12px; border-radius: 9px;
|
||||
border: 1px solid var(--border); background: var(--bg-input); color: var(--text-secondary);
|
||||
}
|
||||
.sort-dir-opt.active { border-color: var(--accent); color: var(--accent); background: var(--bg-panel-elevated); }
|
||||
|
||||
/* A–Z directory: sticky letter headers over a card list. */
|
||||
.az-header {
|
||||
@@ -2560,6 +2568,11 @@
|
||||
display: inline-flex; align-items: center; justify-content: center;
|
||||
}
|
||||
.quicklog-btn:active { background: var(--bg-hover); }
|
||||
/* iOS Safari collapses an inline <svg> that is the sole, centered flex child of a
|
||||
fixed-size flex button when the svg carries only width/height *attributes* (it renders
|
||||
as a ~1px dot). Explicit CSS dimensions + flex:none fix it — the same reason the working
|
||||
.bottom-tab-icon (sized box) and .sort-pill (flex:none + text) icons render. */
|
||||
.quicklog-btn svg { width: 18px; height: 18px; flex: none; }
|
||||
.quicklog-hint { font-size: 13px; color: var(--text-subtle); line-height: 1.5; margin: 0 0 12px; }
|
||||
.quicklog-pool { display: flex; flex-direction: column; gap: 8px; margin-top: 12px; }
|
||||
.quicklog-empty { font-size: 13px; color: var(--text-subtle); padding: 16px 4px; }
|
||||
@@ -4445,19 +4458,39 @@
|
||||
{label}
|
||||
</button>
|
||||
);
|
||||
const SortSheet = ({ open, onClose, title, options, value, onPick }) => (
|
||||
// Optional `dir`/`onToggleDir` add a reversible-direction control under the selected option
|
||||
// when that option is `reversible` (e.g. the grid's Staleness — oldest vs most-recent first).
|
||||
// Callers that omit onToggleDir behave exactly as before (every row taps-and-closes).
|
||||
const SortSheet = ({ open, onClose, title, options, value, onPick, dir, onToggleDir }) => (
|
||||
<BottomSheet open={open} onClose={onClose} title={title}>
|
||||
<div className="sort-list">
|
||||
{options.map((o) => (
|
||||
<button key={o.id} type="button" className={`sort-row ${value === o.id ? 'active' : ''}`}
|
||||
onClick={() => { onPick(o.id); onClose(); }}>
|
||||
{options.map((o) => {
|
||||
const reversible = o.reversible && !!onToggleDir;
|
||||
return (
|
||||
<React.Fragment key={o.id}>
|
||||
<button type="button" className={`sort-row ${value === o.id ? 'active' : ''}`}
|
||||
onClick={() => { onPick(o.id); if (!reversible) onClose(); }}>
|
||||
<span className="sort-row-main">
|
||||
<span className="sort-row-label">{o.label}</span>
|
||||
{o.hint && <span className="sort-row-hint">{o.hint}</span>}
|
||||
</span>
|
||||
{value === o.id && <span className="sort-row-check">✓</span>}
|
||||
</button>
|
||||
))}
|
||||
{value === o.id && reversible && (
|
||||
<div className="sort-dir" role="group" aria-label="Sort direction">
|
||||
<button type="button" className={`sort-dir-opt ${dir !== 'asc' ? 'active' : ''}`}
|
||||
onClick={() => { onToggleDir('desc'); onClose(); }}>
|
||||
{(o.dirLabels && o.dirLabels.desc) || 'Descending'}
|
||||
</button>
|
||||
<button type="button" className={`sort-dir-opt ${dir === 'asc' ? 'active' : ''}`}
|
||||
onClick={() => { onToggleDir('asc'); onClose(); }}>
|
||||
{(o.dirLabels && o.dirLabels.asc) || 'Ascending'}
|
||||
</button>
|
||||
</div>
|
||||
)}
|
||||
</React.Fragment>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
</BottomSheet>
|
||||
);
|
||||
@@ -4468,7 +4501,8 @@
|
||||
{ id: 'name', pill: 'Name', label: 'Name', hint: 'A → Z' },
|
||||
{ id: 'stage', pill: 'Stage', label: 'Pipeline stage', hint: 'Lead → Commitment' },
|
||||
{ id: 'committed', pill: 'Committed', label: 'Committed', hint: 'Most first' },
|
||||
{ id: 'staleness', pill: 'Staleness', label: 'Last contact', hint: 'Most stale first' },
|
||||
{ id: 'staleness', pill: 'Staleness', label: 'Last contact', hint: 'Most stale first', reversible: true,
|
||||
dirLabels: { desc: 'Most stale first', asc: 'Most recent first' } },
|
||||
{ id: 'priority', pill: 'Priority', label: 'Priority', hint: 'Flagged first' },
|
||||
];
|
||||
// Pipeline sorts within a stage (dc PipelineApp:580). "Staleness" uses the opp's updated_at as
|
||||
@@ -10166,6 +10200,7 @@
|
||||
const [selectedId, setSelectedId] = useState(null);
|
||||
const [sheet, setSheet] = useState(null); // 'view' | 'create' | 'note' | 'stage' | 'reminder' | 'sort'
|
||||
const [sortKey, setSortKey] = useState('name'); // GRID_SORTS
|
||||
const [sortDir, setSortDir] = useState('desc'); // only the reversible sorts (Staleness) read this
|
||||
const [busy, setBusy] = useState(false);
|
||||
const [createForm, setCreateForm] = useState({ name: '', contactName: '', contactEmail: '', note: '', priority: false, stage: '', reminderTitle: '', reminderDue: '' });
|
||||
const [reminderForm, setReminderForm] = useState({ title: '', due_date: '', details: '' });
|
||||
@@ -10263,6 +10298,8 @@
|
||||
const byName = (a, b) => String(a.investor_name || '')
|
||||
.localeCompare(String(b.investor_name || ''), undefined, { sensitivity: 'base' });
|
||||
const staleDays = (r) => { const d = daysSince(r.last_activity_at); return d == null ? Number.MAX_SAFE_INTEGER : d; };
|
||||
// Direction multiplier for the reversible sorts; 'desc' keeps each key's natural default.
|
||||
const dirMul = sortDir === 'asc' ? -1 : 1;
|
||||
const cmp = {
|
||||
name: byName,
|
||||
stage: (a, b) => {
|
||||
@@ -10270,11 +10307,13 @@
|
||||
return (oi(a) - oi(b)) || byName(a, b);
|
||||
},
|
||||
committed: (a, b) => (gridRollup(b, fundColumnIds) - gridRollup(a, fundColumnIds)) || byName(a, b),
|
||||
staleness: (a, b) => (staleDays(b) - staleDays(a)) || byName(a, b), // larger days first = most stale first
|
||||
// default (desc): larger days first = most stale first; asc flips to most-recent first.
|
||||
// Name stays the ascending tiebreak regardless of direction.
|
||||
staleness: (a, b) => (dirMul * (staleDays(b) - staleDays(a))) || byName(a, b),
|
||||
priority: (a, b) => ((b.priority ? 1 : 0) - (a.priority ? 1 : 0)) || byName(a, b), // row.priority: boolean
|
||||
};
|
||||
return [...searched].sort(cmp[sortKey] || byName);
|
||||
}, [rows, activeViewObj, columns, fundColumnIds, search, sortKey]);
|
||||
}, [rows, activeViewObj, columns, fundColumnIds, search, sortKey, sortDir]);
|
||||
|
||||
const selectedRow = useMemo(() => rows.find((r) => r.id === selectedId) || null, [rows, selectedId]);
|
||||
const closeSheet = () => setSheet(null);
|
||||
@@ -10533,7 +10572,9 @@
|
||||
)}
|
||||
|
||||
<SortSheet open={sheet === 'sort'} onClose={closeSheet} title="Sort investors"
|
||||
options={GRID_SORTS} value={sortKey} onPick={setSortKey} />
|
||||
options={GRID_SORTS} value={sortKey}
|
||||
onPick={(id) => { setSortKey(id); setSortDir('desc'); }}
|
||||
dir={sortDir} onToggleDir={setSortDir} />
|
||||
|
||||
<BottomSheet open={sheet === 'view'} onClose={closeSheet} title="Views">
|
||||
{views.map((v) => (
|
||||
|
||||
@@ -63,8 +63,9 @@ export const PACKAGE_TITLE = 'Ten31 Database'
|
||||
// * 0.1.0:95 (mobile-first redesign goes live + installable PWA. The Grid, Pipeline, Reminders & Contacts screens are touch-native on phones below 768px [safe-area bottom-tab nav, card lists, drag-dismiss bottom sheets, swipe actions, full-screen Grid detail, SVG tab icons + ·Ten31· wordmark], with an app-wide light theme + toggle. Installable home-screen PWA: manifest.webmanifest [standalone display, #0b1118 theme] + square/apple-touch icons + a pre-auth /manifest.webmanifest route; iOS-first, no service worker. Pipeline funnel v2: 4-stage lead→engaged→diligence→commitment [in-app migration 0007] with derived grid signals [pipeline_stage/existing_investor/recency] injected-on-GET, stripped-on-write. Desktop UI unchanged; no LLM path. Bundles the previously deploy-pending mobile Phases 0–8 + drag-reorder views + the PWA)
|
||||
// * 0.1.0:96 (login page mobile/PWA conformance — the one surface the v95 mobile redesign skipped. CSS-only: 100vh→100dvh [dynamic viewport, fixes the centered card tucking under the iOS standalone status bar], a <768px media query adding 16px screen gutters + env[safe-area-inset] top/bottom clearance + touch-sized fields [inputs 46px/15px, button 46px], full-bleed card on small phones, and the §4 card depth shadow on the login card to match .section. No markup/JS/schema change; desktop login unchanged)
|
||||
// * 0.1.0:97 (mobile top-bar polish + native zoom behaviour. Viewport meta gains maximum-scale=1 + user-scalable=no: kills pinch-zoom AND the iOS auto-zoom-on-focus that jerked the page in on every <16px input tap [app-wide, not just login]; OS accessibility zoom still works. Top-bar account initial now flex-centered + dc-aligned [IBM Plex Mono, accent-light, 13px — was defaulting to inline/baseline, off-center]. Quick-log pencil bumped --text-muted→--text-secondary for real affordance [the dc t3 grey thin-outline read as empty next to the color sun emoji on-device]. CSS-only; no JS/schema change)
|
||||
// * Current: 0.1.0:98 (business-card intake [Matrix bot] captures a contact's phone, mobile/cell, city + LinkedIn from a scanned card onto the contact record — cell to Mobile, office to Phone, fax skipped. Server half: _upsert_contact_from_fundraising now accepts phone+mobile on the contact dict [city+linkedin already worked]. The bot's transcription/extraction/card changes ship on the Spark [git pull + rebuild]. No schema change [contacts columns already exist]; no user-facing CRM change)
|
||||
export const PACKAGE_VERSION = '0.1.0:98'
|
||||
// * 0.1.0:98 (business-card intake [Matrix bot] captures a contact's phone, mobile/cell, city + LinkedIn from a scanned card onto the contact record — cell to Mobile, office to Phone, fax skipped. Server half: _upsert_contact_from_fundraising now accepts phone+mobile on the contact dict [city+linkedin already worked]. The bot's transcription/extraction/card changes ship on the Spark [git pull + rebuild]. No schema change [contacts columns already exist]; no user-facing CRM change)
|
||||
// * Current: 0.1.0:99 (Grant device-test round 2, CRM half: intake fuzzy match scores DISTINCTIVE tokens only [no more "Investment Group"/"Capital"/"Family Office" false look-alikes]; mobile grid "Last contact"/staleness sort is reversible; mobile Edit-investor prefills a contact's email [GET /api/fundraising/state heals a blank grid pill from the linked classic contact, fill-only]; mobile quick-log pencil icon renders [CSS sizing on the sole flex-child svg]. The Matrix intake thread-redaction change ships on the Spark, not here. No schema change; no migration)
|
||||
export const PACKAGE_VERSION = '0.1.0:99'
|
||||
|
||||
export const DATA_MOUNT_PATH = '/data'
|
||||
export const WEB_PORT = 8080
|
||||
|
||||
@@ -61,6 +61,6 @@ import { v_0_1_0_97 } from './v0.1.0.97'
|
||||
import { v_0_1_0_98 } from './v0.1.0.98'
|
||||
|
||||
export const versionGraph = VersionGraph.of({
|
||||
current: v_0_1_0_98,
|
||||
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, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87, v_0_1_0_88, v_0_1_0_89, v_0_1_0_90, v_0_1_0_91, v_0_1_0_92, v_0_1_0_93, v_0_1_0_94, v_0_1_0_95, v_0_1_0_96, v_0_1_0_97],
|
||||
current: v_0_1_0_99,
|
||||
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, v_0_1_0_84, v_0_1_0_85, v_0_1_0_86, v_0_1_0_87, v_0_1_0_88, v_0_1_0_89, v_0_1_0_90, v_0_1_0_91, v_0_1_0_92, v_0_1_0_93, v_0_1_0_94, v_0_1_0_95, v_0_1_0_96, v_0_1_0_97, v_0_1_0_98],
|
||||
})
|
||||
|
||||
@@ -0,0 +1,22 @@
|
||||
import { VersionInfo } from '@start9labs/start-sdk'
|
||||
|
||||
// Grant's real-phone device-test round 2 — four in-app fixes (CRM half; the Matrix intake
|
||||
// thread-redaction change ships on the Spark, not here):
|
||||
// - Intake fuzzy match no longer over-indexes on generic firm words ("Investment Group",
|
||||
// "Capital", "Family Office"): _name_similarity scores DISTINCTIVE tokens only.
|
||||
// - Mobile grid "Last contact" (staleness) sort is reversible (most-stale / most-recent first).
|
||||
// - Mobile "Edit investor" prefills a contact's email: GET /api/fundraising/state heals a blank
|
||||
// grid pill email from the linked classic contact (fill-only; next save persists it).
|
||||
// - Mobile quick-log pencil icon renders (CSS sizing on the sole flex-child svg — iOS fix).
|
||||
// No schema change — no migration.
|
||||
export const v_0_1_0_99 = VersionInfo.of({
|
||||
version: '0.1.0:99',
|
||||
releaseNotes: {
|
||||
en_US: [
|
||||
'Mobile polish + intake fixes: reversible "Last contact" sort, Edit-investor now shows a',
|
||||
"contact's saved email, the quick-log pencil icon renders, and business-card/intake",
|
||||
'duplicate-matching ignores generic firm words like "Investment Group" / "Capital".',
|
||||
].join(' '),
|
||||
},
|
||||
migrations: { up: async () => {}, down: async () => {} },
|
||||
})
|
||||
Reference in New Issue
Block a user