Commit Graph

3 Commits

Author SHA1 Message Date
Keysat a7b03837b3 Record v0.1.0:86 deploy: Matrix intake fuzzy + conversational pass live on the box + Spark
Box installed to 0.1.0:86 (migration chain ...85->86 clean, candidates endpoint verified live); bot pulled + restarted on the Spark. Only the Matrix live-smoke remains.
2026-06-17 18:55:51 -05:00
Keysat 0b893295e1 Matrix intake: fuzzy investor matching + conversational in-thread edits (v0.1.0:86)
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.
2026-06-17 18:50:58 -05:00
Keysat 7ad0ee7624 Add Matrix intake bot (M1+M2): typed message → approved fundraising-grid write
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.
2026-06-17 07:51:27 -05:00