Capture phone (office) + mobile (cell) on card intake; ship v0.1.0:98

Completes business-card contact capture. The transcription prompt now labels
Phone/Mobile/Fax on separate lines, and the extractor maps an office/main number ->
phone and a cell -> mobile, never a fax. Both carry the same digit-in-source
integrity rule as email/LinkedIn: a number is kept only if its digits literally
appear in the source (or, on revise, the instruction) -- never minted. The proposal
card shows Phone + Mobile and they're editable (aliases phone/tel/office, mobile/cell).

Server: _upsert_contact_from_fundraising now accepts contact.phone + contact.mobile
and writes them to the canonical contact record (contact-level, not grid pills),
shipped in s9pk v0.1.0:98. No schema change -- the contacts columns already exist.

41/41 backend suite green + the matrix_intake units; card flow end-to-end is live-smoke.

backend/matrix_intake/crm_client.py

@@ -162,10 +162,13 @@ def build_commit_payload(proposal):
         "name": proposal.get("contact_name") or proposal.get("investor_name") or "",
         "email": proposal.get("contact_email") or "",
         "title": proposal.get("contact_title") or "",
-        # city + linkedin_url are already honored by the server's contact upsert
-        # (_upsert_contact_from_fundraising); city also syncs to the grid contact pill.
+        # city + linkedin_url + phone + mobile are honored by the server's contact upsert
+        # (_upsert_contact_from_fundraising); city also syncs to the grid contact pill, the
+        # rest land on the canonical contact record. phone = office/main line, mobile = cell.
         "city": proposal.get("city") or "",
         "linkedin_url": proposal.get("linkedin_url") or "",
+        "phone": proposal.get("phone") or "",
+        "mobile": proposal.get("mobile") or "",
     }
     note = proposal.get("note") or ""
     # The CRM's grid note line uses subject-or-body for its one-line summary, so a non-empty

backend/matrix_intake/parse.py

@@ -26,6 +26,9 @@ SYSTEM = (
     '  "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'
+    '  "phone": the office/main/direct phone number if present (a line labeled Phone/Tel/Office/'
+    'Direct, or a single unlabeled number); never a fax or a cell. Else null.\n'
+    '  "mobile": the cell/mobile number if present (a line labeled Cell/Mobile); never a fax. Else null.\n'
     '  "note": any meeting note, context, or next step, else null.\n'
     "Use null (not empty string) for anything not present."
 )
@@ -56,7 +59,12 @@ _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",
-           "city", "linkedin_url", "note")
+           "city", "linkedin_url", "phone", "mobile", "note")
+
+
+def _digits(s):
+    """Bare digit run of a string (drops spaces/dashes/parens/dots), for phone-integrity checks."""
+    return re.sub(r"\D", "", str(s or ""))
 
 
 def _clean(v):
@@ -89,6 +97,15 @@ def normalize(raw, source_text=""):
     lm = _LINKEDIN_RE.search(source_text or "")
     out["linkedin_url"] = lm.group(0).rstrip(".,;:!?)]}>\"'") if lm else None
 
+    # Phone integrity: keep a number (in its printed formatting) only if its digit run actually
+    # appears in the source — the model must never mint or "complete" a number. phone = the
+    # office/main line, mobile = the cell; which is which is the model's call (prompted), this
+    # only validates that the number is real. (≥7 digits avoids matching a stray short run.)
+    src_digits = _digits(source_text)
+    for f in ("phone", "mobile"):
+        d = _digits(out.get(f))
+        out[f] = out.get(f) if (len(d) >= 7 and d in src_digits) 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.
 
@@ -114,10 +131,10 @@ REVISE_SYSTEM = (
     "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", "city", '
-    '"linkedin_url", "note".\n'
+    '"linkedin_url", "phone", "mobile", "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 or a LinkedIn URL."
+    "address, a LinkedIn URL, or a phone number."
 )
 
 _REVISABLE = ("investor_name", "contact_name", "contact_title", "city", "note")
@@ -143,6 +160,14 @@ def _apply_revision(proposal, model_out, instruction):
     lm = _LINKEDIN_RE.search(instruction or "")
     if lm:
         out["linkedin_url"] = lm.group(0).rstrip(".,;:!?)]}>\"'")
+    # Phone/mobile too: a revised number is accepted only if its digits appear in the instruction
+    # (never let the model mint one); otherwise the existing value is kept.
+    instr_digits = _digits(instruction)
+    for f in ("phone", "mobile"):
+        if f in model_out:
+            cand = _clean(model_out.get(f))
+            d = _digits(cand)
+            out[f] = cand if (cand and len(d) >= 7 and d in instr_digits) else out.get(f)
     # 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")

backend/matrix_intake/proposals.py

@@ -20,6 +20,8 @@ _EDIT_ALIASES = {
     "title": "contact_title", "role": "contact_title",
     "city": "city", "location": "city",
     "linkedin": "linkedin_url", "linkedin_url": "linkedin_url", "li": "linkedin_url",
+    "phone": "phone", "tel": "phone", "office": "phone",
+    "mobile": "mobile", "cell": "mobile",
     "note": "note",
 }
 
@@ -29,7 +31,7 @@ _NO = {"no", "n", "cancel", "discard", "reject", "stop", "👎", "❌"}
 _NEW = {"new", "none", "new investor", "none of these", "create", "create new", "add new", "neither"}
 
 _CONTENT_FIELDS = ("intent", "investor_name", "contact_name", "contact_email", "contact_title",
-                   "city", "linkedin_url", "note")
+                   "city", "linkedin_url", "phone", "mobile", "note")
 
 
 class ProposalStore:
@@ -177,6 +179,8 @@ def render(proposal):
         ("Contact", proposal.get("contact_name")),
         ("Email", proposal.get("contact_email")),
         ("Title", proposal.get("contact_title")),
+        ("Phone", proposal.get("phone")),
+        ("Mobile", proposal.get("mobile")),
         ("City", proposal.get("city")),
         ("LinkedIn", proposal.get("linkedin_url")),
         ("Note", proposal.get("note")),

backend/matrix_intake/spark.py

@@ -34,10 +34,12 @@ CARD_SYSTEM = (
     "character:\n"
     "  - Email: check the local part, the @, and the domain separately (transcribe 'mara.com' as "
     "'mara.com', never 'marac.com').\n"
-    "  - Phone number(s).\n"
+    "  - Phone, cell/mobile, and fax numbers — keep each on its own labeled line so they aren't "
+    "confused (put an office/main/direct number on Phone:, a cell/mobile number on Mobile:, and a "
+    "fax on Fax:).\n"
     "  - Website / LinkedIn URL.\n"
     "Then list, each on its own labeled line and ONLY if present on the card:\n"
-    "  Name:  Title:  Company:  Email:  Phone:  LinkedIn:  City:\n"
+    "  Name:  Title:  Company:  Email:  Phone:  Mobile:  Fax:  LinkedIn:  City:\n"
     "If a character is genuinely ambiguous, give your single best reading — never invent extra "
     "characters to fill a gap. If the image is not a readable business card, reply with the single "
     "word NONE. Output only the labeled lines, nothing else."

backend/matrix_intake/test_crm_client.py

@@ -16,18 +16,21 @@ def test_new_investor_payload():
     assert out["create_investor_if_missing"] is True
     assert "row_id" not in out
     assert out["contact"] == {"name": "Jane Doe", "email": "jane@acme.com", "title": "GP",
-                              "city": "", "linkedin_url": ""}
+                              "city": "", "linkedin_url": "", "phone": "", "mobile": ""}
     assert out["body"] == "met at conf"
     assert out["source"] == "matrix_intake"
 
 
-def test_contact_carries_city_and_linkedin_when_present():
+def test_contact_carries_card_fields_when_present():
     p = {"intent": "new_investor", "investor_name": "Acme Capital", "contact_name": "Jane Doe",
          "contact_email": "jane@acme.com", "city": "New York",
-         "linkedin_url": "linkedin.com/in/janedoe", "note": "met at conf"}
+         "linkedin_url": "linkedin.com/in/janedoe", "phone": "212-555-0100",
+         "mobile": "917-555-0199", "note": "met at conf"}
     out = crm_client.build_commit_payload(p)
     assert out["contact"]["city"] == "New York"
     assert out["contact"]["linkedin_url"] == "linkedin.com/in/janedoe"
+    assert out["contact"]["phone"] == "212-555-0100"   # office/main line
+    assert out["contact"]["mobile"] == "917-555-0199"  # cell
 
 
 def test_existing_investor_uses_row_id_not_create():

backend/matrix_intake/test_parse.py

@@ -233,6 +233,43 @@ def test_revise_linkedin_taken_only_from_instruction():
     assert r2["contact_title"] == "GP"
 
 
+def test_phone_and_mobile_kept_when_digits_in_source():
+    # A card transcription separates Phone/Mobile/Fax; the model maps office->phone, cell->mobile.
+    src = ("New investor — from a business card:\nName: Daniel Raupp\nCompany: Fortitude\n"
+           "Phone: 631-474-5610\nFax: 631-474-1806\nCell: 631-922-1195")
+    p = parse.parse_message(
+        src,
+        parse_fn=_stub({"intent": "new_investor", "investor_name": "Fortitude",
+                        "contact_name": "Daniel Raupp", "phone": "631-474-5610",
+                        "mobile": "631-922-1195"}),
+    )
+    assert p["phone"] == "631-474-5610"
+    assert p["mobile"] == "631-922-1195"  # the cell, kept in its printed formatting
+
+
+def test_fabricated_phone_dropped_when_digits_not_in_source():
+    p = parse.parse_message(
+        "new prospect Gamma Partners, talked to their GP",
+        parse_fn=_stub({"intent": "new_investor", "investor_name": "Gamma Partners",
+                        "contact_name": "their GP", "phone": "555-867-5309"}),
+    )
+    assert p["phone"] is None  # number not in the source → never minted
+
+
+def test_revise_phone_taken_only_from_instruction():
+    proposal = {"intent": "new_investor", "investor_name": "Acme", "contact_name": "Jane",
+                "contact_email": None, "contact_title": None, "city": None, "linkedin_url": None,
+                "phone": None, "mobile": None, "note": None, "_source_text": "Acme Jane"}
+    r1 = parse.revise(proposal, "her cell is 917-555-0199",
+                      parse_fn=_stub({"mobile": "917-555-0199"}))
+    assert r1["mobile"] == "917-555-0199"
+    # model tries to set a number but the instruction has none → keep existing (None)
+    r2 = parse.revise(proposal, "set her title to GP",
+                      parse_fn=_stub({"mobile": "000-000-0000", "contact_title": "GP"}))
+    assert r2["mobile"] is None
+    assert r2["contact_title"] == "GP"
+
+
 def test_revise_cannot_empty_the_proposal():
     proposal = {"intent": "new_investor", "investor_name": "Acme", "contact_name": "Jane",
                 "contact_email": None, "contact_title": None, "note": "x", "_source_text": "Acme Jane"}

backend/matrix_intake/test_proposals.py

@@ -68,6 +68,18 @@ def test_render_shows_city_and_linkedin_when_present():
     assert "LinkedIn: linkedin.com/in/jane" in out
 
 
+def test_interpret_edit_phone_and_mobile_aliases():
+    assert proposals.interpret_reply("phone=212-555-0100") == ("edit", ("phone", "212-555-0100"))
+    assert proposals.interpret_reply("cell: 917-555-0199") == ("edit", ("mobile", "917-555-0199"))
+
+
+def test_render_shows_phone_and_mobile_when_present():
+    p = {**SAMPLE, "phone": "212-555-0100", "mobile": "917-555-0199"}
+    out = proposals.render(p)
+    assert "Phone: 212-555-0100" in out
+    assert "Mobile: 917-555-0199" in out
+
+
 def test_interpret_unknown():
     assert proposals.interpret_reply("maybe later")[0] == "unknown"
 

backend/server.py

@@ -826,6 +826,7 @@ def _upsert_contact_from_fundraising(conn, investor_name, contact, actor_user_id
     location_query = str(contact.get('location_query') or '').strip()
     linkedin_url = str(contact.get('linkedin_url') or '').strip()
     phone = str(contact.get('phone') or '').strip()
+    mobile = str(contact.get('mobile') or '').strip()
     if not full_name and not email:
         return None
     first_name, last_name = _split_full_name(full_name)
@@ -871,20 +872,21 @@ def _upsert_contact_from_fundraising(conn, investor_name, contact, actor_user_id
         next_location_query = location_query or str(existing['location_query'] or '')
         next_linkedin = linkedin_url or str(existing['linkedin_url'] or '')
         next_phone = phone or str(existing['phone'] or '')
+        next_mobile = mobile or str(existing['mobile'] or '')
         next_org = org_id or existing['organization_id']
         conn.execute("""
             UPDATE contacts
             SET first_name = ?, last_name = ?, email = ?, title = ?,
-                organization_id = ?, source = ?, contact_type = 'investor', city = ?, state = ?, country = ?, location_query = ?, linkedin_url = ?, phone = ?, updated_at = ?
+                organization_id = ?, source = ?, contact_type = 'investor', city = ?, state = ?, country = ?, location_query = ?, linkedin_url = ?, phone = ?, mobile = ?, updated_at = ?
             WHERE id = ?
-        """, (next_first, next_last, next_email, next_title, next_org, next_source, next_city, next_state, next_country, next_location_query, next_linkedin, next_phone, now(), existing['id']))
+        """, (next_first, next_last, next_email, next_title, next_org, next_source, next_city, next_state, next_country, next_location_query, next_linkedin, next_phone, next_mobile, now(), existing['id']))
         return existing['id']
 
     contact_id = generate_id()
     conn.execute("""
         INSERT INTO contacts (
-            id, first_name, last_name, email, title, organization_id, source, contact_type, status, city, state, country, location_query, linkedin_url, phone, created_by, updated_at
-        ) VALUES (?, ?, ?, ?, ?, ?, ?, 'investor', 'active', ?, ?, ?, ?, ?, ?, ?, ?)
+            id, first_name, last_name, email, title, organization_id, source, contact_type, status, city, state, country, location_query, linkedin_url, phone, mobile, created_by, updated_at
+        ) VALUES (?, ?, ?, ?, ?, ?, ?, 'investor', 'active', ?, ?, ?, ?, ?, ?, ?, ?, ?)
     """, (
         contact_id,
         first_name or 'Unknown',
@@ -899,6 +901,7 @@ def _upsert_contact_from_fundraising(conn, investor_name, contact, actor_user_id
         location_query,
         linkedin_url,
         phone,
+        mobile,
         actor_user_id,
         now()
     ))

backend/test_grid_add_investor.py

@@ -165,22 +165,23 @@ def main():
         #    The Matrix card flow sends these on the contact dict; the upsert must persist them.
         print("\n[contact fields: phone + city + linkedin persist on the contact]")
         st, d = _req(port, "POST", "/api/fundraising/log-communication", token, {
-            "investor_name": "MARA Holdings", "create_investor_if_missing": True,
-            "contact": {"name": "Doug Mellinger", "email": "doug@mara.example",
-                        "phone": "1.914.456.2146", "city": "New York",
-                        "linkedin_url": "linkedin.com/in/dougmellinger"},
+            "investor_name": "Fortitude Investment Group", "create_investor_if_missing": True,
+            "contact": {"name": "Daniel Raupp", "email": "draupp@fortitude.example",
+                        "phone": "631-474-5610", "mobile": "631-922-1195", "city": "Setauket, NY",
+                        "linkedin_url": "linkedin.com/in/danielraupp"},
             "type": "note", "body": "from a business card", "append_note": True,
         })
         check(st == 201, f"create with contact fields -> 201 (got {st})")
         c = _db()
-        crow = c.execute("SELECT phone, city, linkedin_url FROM contacts WHERE lower(email) = ?",
-                         ("doug@mara.example",)).fetchone()
+        crow = c.execute("SELECT phone, mobile, city, linkedin_url FROM contacts WHERE lower(email) = ?",
+                         ("draupp@fortitude.example",)).fetchone()
         c.close()
         check(crow is not None, "contact row exists")
-        check(bool(crow) and crow[0] == "1.914.456.2146", f"phone persisted (got {crow[0] if crow else None!r})")
-        check(bool(crow) and crow[1] == "New York", f"city persisted (got {crow[1] if crow else None!r})")
-        check(bool(crow) and crow[2] == "linkedin.com/in/dougmellinger",
-              f"linkedin persisted (got {crow[2] if crow else None!r})")
+        check(bool(crow) and crow[0] == "631-474-5610", f"phone (office) persisted (got {crow[0] if crow else None!r})")
+        check(bool(crow) and crow[1] == "631-922-1195", f"mobile (cell) persisted (got {crow[1] if crow else None!r})")
+        check(bool(crow) and crow[2] == "Setauket, NY", f"city persisted (got {crow[2] if crow else None!r})")
+        check(bool(crow) and crow[3] == "linkedin.com/in/danielraupp",
+              f"linkedin persisted (got {crow[3] if crow else None!r})")
 
         # ── unknown source_row_id is refused (guard) ──
         print("\n[guard: reminder on an unknown source_row_id -> 404]")