Keysat
0b893295e1
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.
21 lines
1.1 KiB
TypeScript
21 lines
1.1 KiB
TypeScript
import { VersionInfo } from '@start9labs/start-sdk'
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// Matrix intake — fuzzy investor matching. GET /api/intake/match now returns, alongside the
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// exact `match`, a ranked list of `candidates`: fuzzy near-matches (deterministic difflib name
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// similarity + token overlap + email edit-distance ≤ 2, legal-suffix-aware) the intake bot can
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// surface in-thread for the human to pick from — so a near-duplicate name ("Charlie"/"Charles",
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// "Acme Capital"/"Acme Capital LLC", a one-char email typo) no longer silently creates a second
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// investor. Server-side only (the bot's disambiguation + conversational-edit UX ships on the
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// Spark, not in the s9pk). Code-only, no schema change.
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export const v_0_1_0_86 = VersionInfo.of({
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version: '0.1.0:86',
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releaseNotes: {
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en_US: [
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'Matrix intake: the new-vs-existing lookup now also returns ranked fuzzy near-matches,',
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'so a typo’d or near-duplicate investor name is surfaced for confirmation instead of',
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'silently creating a duplicate. No data changes.',
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].join(' '),
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},
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migrations: { up: async () => {}, down: async () => {} },
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})
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