Four bot-side UX fixes surfaced by the live smoke:
- Post a brief pointer in the main timeline (a reply to the user's message)
alongside the in-thread proposal card, so proposals aren't missed inside a
thread. Pointer only — approvals still happen in the thread, where the note
is visible (you can't make an informed yes/no without seeing it).
- A bare yes/no typed in the main timeline while a proposal is pending now
gets a "reply in the thread" redirect instead of "couldn't tell what to record."
- Clearer commit confirmations: "Created a new grid entry for X" vs
"Logged a note on X (existing grid entry)."
- Send a blank communication subject when a note is present so the grid's
one-line note summary shows the note text, not the "(Matrix)" label
(provenance stays in source="matrix_intake").
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