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.
This commit is contained in:
Keysat
2026-06-17 21:58:54 -05:00
parent b376b8ce33
commit c1ea1769a4
6 changed files with 106 additions and 12 deletions
+7
View File
@@ -54,3 +54,10 @@ def crm_settings():
"password": os.environ.get("CRM_BOT_PASSWORD", ""),
"verify_tls": os.environ.get("CRM_API_VERIFY_TLS", "true").lower() in ("1", "true", "yes", "on"),
}
# Team-member names (comma-separated in INTAKE_TEAM_ROSTER), fed to the parser so a teammate's
# name reads as the person DOING outreach, not the investor (see parse.build_system). Optional —
# unset/empty just means no roster framing, i.e. the prior behavior.
def team_roster():
return [n.strip() for n in os.environ.get("INTAKE_TEAM_ROSTER", "").split(",") if n.strip()]