ten31-database/backend/matrix_intake/proposals.py

"""Pending-proposal store + the in-thread approval state machine.

The one piece of state in the bot: a proposal awaiting a human's yes/edit/no, keyed by the
Matrix thread root (the bot's proposal lives in a thread rooted at the user's message, and
the user replies inside that thread). In-memory and ephemeral by design — a restart drops
pending proposals (the user just re-sends), matching matrix-bridge's stateless-by-default
ethos. Nothing here writes to the CRM; the bot calls the CRM client only after `approve`.

A proposal carries a `_stage`: "approval" (the normal yes/edit/no card) or "disambiguate"
(a fuzzy-match shortlist the human must resolve — pick a number / "new" / "no" — before it
becomes an approval-stage proposal). The shortlist itself rides on `_candidates`.
"""
import re

# field aliases accepted in `edit <field>=<value>`
_EDIT_ALIASES = {
    "name": "investor_name", "investor": "investor_name", "firm": "investor_name", "org": "investor_name",
    "contact": "contact_name", "person": "contact_name",
    "email": "contact_email",
    "title": "contact_title", "role": "contact_title",
    "note": "note",
}

_YES = {"yes", "y", "approve", "approved", "ok", "confirm", "go", "👍", "✅"}
_NO = {"no", "n", "cancel", "discard", "reject", "stop", "👎", "❌"}
# "create a new investor anyway" replies to a disambiguation shortlist
_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", "note")


class ProposalStore:
    def __init__(self):
        self._pending = {}  # thread_root -> proposal dict

    def put(self, thread_root, proposal):
        self._pending[thread_root] = proposal

    def get(self, thread_root):
        return self._pending.get(thread_root)

    def pop(self, thread_root):
        return self._pending.pop(thread_root, None)

    def has(self, thread_root):
        return thread_root in self._pending

    def any_pending(self):
        return bool(self._pending)


def _parse_edit(text):
    """Parse 'edit field=value' (also 'field: value'); return (canonical_field, value) or None."""
    body = text.strip()
    if body.lower().startswith("edit "):
        body = body[5:].strip()
    for sep in ("=", ":"):
        if sep in body:
            field, value = body.split(sep, 1)
            field = field.strip().lower()
            canon = _EDIT_ALIASES.get(field)
            value = value.strip()
            if canon and value:
                return canon, value
            # Not a known field on this separator — try the next one rather than bail,
            # so e.g. "note: see deck=v2" still parses (split on ':' not the inner '=').
            continue
    return None


def interpret_reply(text):
    """Classify a threaded reply to a pending proposal.

    Returns one of:
      ("approve", None) | ("reject", None) | ("edit", (field, value)) | ("unknown", None)
    """
    t = (text or "").strip()
    low = t.lower()
    if low in _YES:
        return ("approve", None)
    if low in _NO:
        return ("reject", None)
    edit = _parse_edit(t)
    if edit:
        return ("edit", edit)
    return ("unknown", None)


def apply_edit(proposal, field, value):
    """Return a copy of the proposal with one field changed."""
    updated = dict(proposal)
    updated[field] = value
    return updated


def same_fields(a, b):
    """True if two proposals carry identical content (used to detect a no-op NL revision so we
    don't tell the human 'Updated' when nothing changed)."""
    return all((a or {}).get(k) == (b or {}).get(k) for k in _CONTENT_FIELDS)


def interpret_disambiguation(text, n_candidates):
    """Classify a reply to a fuzzy-match shortlist.

    Returns ("pick", index) | ("new", None) | ("reject", None) | ("unknown", None). A bare
    number selects that candidate; "new"/"none" creates a new investor; "no"/"cancel" discards."""
    t = (text or "").strip().lower()
    if not t:
        return ("unknown", None)
    if t in _NO:
        return ("reject", None)
    if t in _NEW:
        return ("new", None)
    m = re.fullmatch(r"#?\s*(\d{1,2})", t)
    if m:
        idx = int(m.group(1)) - 1
        if 0 <= idx < n_candidates:
            return ("pick", idx)
    return ("unknown", None)


def attach_to_candidate(proposal, candidate):
    """Promote a disambiguation pick into an approval-stage meeting note on the chosen investor.
    The note will target that existing grid row (via _match_id); the firm name is shown for
    accuracy. Drops the shortlist."""
    updated = dict(proposal)
    updated.pop("_candidates", None)
    updated["_stage"] = "approval"
    updated["_match_id"] = candidate["id"]
    updated["intent"] = "meeting_note"
    if candidate.get("name"):
        updated["investor_name"] = candidate["name"]
    return updated


def promote_to_new(proposal):
    """Disambiguation 'new' — discard the shortlist and proceed as a new-investor proposal."""
    updated = dict(proposal)
    updated.pop("_candidates", None)
    updated.pop("_match_id", None)
    updated["_stage"] = "approval"
    return updated


def render_disambiguation(proposal):
    """Render the fuzzy-match shortlist a human resolves before we create a new investor."""
    name = proposal.get("investor_name") or proposal.get("contact_name") or "?"
    cands = proposal.get("_candidates") or []
    lines = [f"🔎 Before adding **{name}** as new — these existing investors look similar:"]
    for i, c in enumerate(cands, 1):
        lines.append(f"  **{i}.** {c.get('name') or '?'}")
    lines.append("")
    lines.append("Reply a **number** to log this against that investor, **new** to add it as a "
                 "new investor, or **no** to discard.")
    return "\n".join(lines)


def disambiguation_nudge(proposal):
    """Brief main-timeline pointer for a disambiguation proposal (the shortlist is in the thread)."""
    name = proposal.get("investor_name") or proposal.get("contact_name") or "?"
    return (f"🔎 **{name}** may match an existing investor — open the **thread** to pick one "
            "or confirm it's new.")


def render(proposal):
    """Render a proposal as the in-thread message a human approves."""
    if proposal.get("intent") == "meeting_note":
        head = f"📝 Proposed **meeting note** for **{proposal.get('investor_name') or proposal.get('contact_name') or '?'}**"
    else:
        head = f"📇 Proposed **new investor**: **{proposal.get('investor_name') or proposal.get('contact_name') or '?'}**"
    lines = [head]
    fields = [
        ("Investor", proposal.get("investor_name")),
        ("Contact", proposal.get("contact_name")),
        ("Email", proposal.get("contact_email")),
        ("Title", proposal.get("contact_title")),
        ("Note", proposal.get("note")),
    ]
    for label, val in fields:
        if val:
            lines.append(f"· {label}: {val}")
    lines.append("")
    lines.append("Reply **yes** to commit, **edit field=value** to change a field, or **no** to discard.")
    return "\n".join(lines)


def summary_line(proposal):
    """A brief one-liner for the main-timeline nudge; the full card lives in the thread."""
    name = proposal.get("investor_name") or proposal.get("contact_name") or "?"
    if proposal.get("intent") == "meeting_note":
        return f"📝 Proposed a meeting note for **{name}** — see the thread to review & approve."
    return f"📇 Proposed a new investor: **{name}** — see the thread to review & approve."