Matrix intake: frame parse with team roster so a teammate isn't read as the prospect
Local-smoke found "jonathan is chatting with wyoming" extracted the teammate, not the prospect. Feed the parser an optional team roster (INTAKE_TEAM_ROSTER) via a build_system(roster) outreach frame: roster names/initials are the people doing outreach and are never extracted; the other party is the investor/prospect. Same framing on the revise leg. Unset roster = prior behavior.
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@@ -54,3 +54,10 @@ def crm_settings():
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"password": os.environ.get("CRM_BOT_PASSWORD", ""),
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"verify_tls": os.environ.get("CRM_API_VERIFY_TLS", "true").lower() in ("1", "true", "yes", "on"),
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}
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# Team-member names (comma-separated in INTAKE_TEAM_ROSTER), fed to the parser so a teammate's
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# name reads as the person DOING outreach, not the investor (see parse.build_system). Optional —
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# unset/empty just means no roster framing, i.e. the prior behavior.
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def team_roster():
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return [n.strip() for n in os.environ.get("INTAKE_TEAM_ROSTER", "").split(",") if n.strip()]
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