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.
The card transcription prompt now reads emails/URLs/phones character-by-character,
explicitly forbids autocompleting toward a plausible domain (the mara.com ->
marac.com failure), and emits labeled lines (which also feeds the field extractor
cleaner input).
The extractor gains city + linkedin_url. city is a plain field (low-harm if wrong;
the human sees it on the card). linkedin_url follows the email-integrity rule: kept
only if it literally appears in the source / a revise instruction, never minted -- a
wrong profile URL points at the wrong person. Both flow to the contact via the
existing log-communication upsert (city also syncs to the grid contact pill).
Phone is intentionally NOT included yet: the bot's write path can't store it until a
small server-side change lands (next s9pk). See the matrix-intake guide.
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.
Close the two locked post-deploy enhancements for the Matrix intake bot.
Fuzzy matching (server-side, ships in the s9pk): new find_intake_candidates in
server.py returns ranked deterministic near-matches (difflib name similarity +
token-set Jaccard, legal-suffix-aware, + email Levenshtein <= 2); GET
/api/intake/match now returns {match, candidates}. The bot surfaces a numbered
shortlist so a near-duplicate (Charlie/Charles, Acme Capital vs Acme Capital LLC,
a one-char email typo) is confirmed by a human instead of silently creating a
second investor. Exact match still auto-attaches; fuzzy candidates are never
auto-attached. The optional LLM-judge re-rank is deferred.
Conversational edits (bot-side, ships on the Spark): any in-thread reply that
isn't yes/no/edit field=value is treated as a natural-language revision and
re-run through local Qwen (parse.revise). Email integrity is preserved -- a
changed address must literally appear in the instruction; the model's email
field is structurally unreachable. No-op revisions re-prompt.
Docs/current-state brought current; 27/27 backend tests green.
normalize()'s email regex matched non-@/non-space runs, so "Name <addr>"
(the most common contact format) yielded "<addr"; only trailing punctuation
was stripped, never leading. Tighten the regex to standard local@domain.tld
so the bare address is extracted from <…>, (…), and trailing-period forms.
Found via the live-deploy pre-flight. Add a regression test.
Also log two intake backlog items in ROADMAP: the scoped service-credential
auth path (deferred; bot uses a member login for now) and fuzzy match +
in-thread confirm (post-deploy).
New backend/matrix_intake/ runs as its own process (matrix-nio isolated from the
stdlib CRM): local-Qwen parse via Spark Control → in-thread human approval
(yes/edit/no) → write through the CRM's own log-communication endpoint, tagged
source=matrix_intake. Adds read-only GET /api/intake/match (returns grid row id,
no-duplicate contract); threads provenance through handle_log_fundraising_communication.
Reviewer-passed: pop-before-commit closes a double-approve race; edit-grammar fix.
Text-only v1; business-card photo (M3) deferred (no Spark vision model).
26/26 tests green; live Matrix smoke pending deploy.
Keysat