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.
This commit is contained in:
Keysat
2026-06-20 11:26:39 -05:00
parent 92ab59de4e
commit e824ff2206
12 changed files with 139 additions and 29 deletions
+5 -2
View File
@@ -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