Keysat
a917280bbb
Grant's real-phone testing surfaced seven items; this lands six (the seventh, in-app camera card intake, is planned in docs/handoffs/in-app-card-intake-plan.md). CRM half — ships in the s9pk (v0.1.0:99): - Intake fuzzy match no longer over-indexes on generic firm words. _name_similarity now compares DISTINCTIVE tokens only (generic descriptors — "Investment Group", "Capital", "Family Office" — stripped via _GENERIC_ORG_WORDS) for both the difflib ratio and the Jaccard, so "Fortitude Investment Group" stops surfacing Aether/Russell while "Aether Capital" still surfaces "Aether Investment Group". +2 regression cases. - Mobile grid "Last contact"/staleness sort is reversible. SortSheet gains opt-in dir/onToggleDir; other surfaces (Contacts/Pipeline) are untouched. - Mobile "Edit investor" prefills a contact's saved email. GET /api/fundraising/state heals a blank grid pill email from the linked classic contact (fundraising_contacts.contact_id -> contacts.email), fill-only, by pill order then name; the next one-row save persists it. +test_grid_email_heal.py. - Mobile quick-log pencil icon renders. iOS collapses a sole, centered, attribute-only -sized flex-child <svg>; .quicklog-btn svg now gets explicit CSS width/height + flex:none (the pattern the working bottom-tab/sort-pill icons use). The v97 fix only changed color. Matrix intake bot — ships on the Spark (bot-only, NOT the s9pk): - Approve/reject now redacts the whole intake thread (card + ack + main-timeline nudge + the user's own photo/note), mirroring the email-review room; redact_thread takes the room as an arg and matches replies by m.thread OR m.in_reply_to (so the nudge clears). No more in-Matrix confirmation after a commit (the thread vanishing is the ack). Needs the bot to hold a redact/moderator power level in the intake room. - New one-time backend/matrix_intake/redact_intake.py clears the room's pre-existing backlog (dry-run default; --apply). Tests 42/42 green; frontend render-smoke green. Frontend fixes are inspection + render -smoke verified (on-device confirm pending); the bot redaction is live-smoke only.
Matrix intake bot
Turns a typed message in a dedicated Matrix room into a proposed fundraising-grid add/edit,
gated on in-thread human approval before any write. Runs as its own process (on the Spark),
separate from the CRM. Full design + rules: docs/guides/matrix-intake.md.
Run
# 1. Install the one third-party dep (isolated to this component — NOT the CRM runtime)
python3 -m pip install -r requirements.txt # matrix-nio
# 2. Fill the MATRIX_* and CRM_BOT_* vars in the repo .env (see ../../.env.example),
# and create a dedicated CRM user for CRM_BOT_USERNAME/PASSWORD (admin → invite user).
# 3. Start the listener
python3 bot.py
It primes the Matrix sync past history (no backlog replay), then listens. Post a message in the intake room; it replies in a thread with the parsed proposal. Reply yes to commit, edit field=value to change a field, or no to discard.
Layout
bot.py— entrypoint: connect, prime-then-listen, dispatch (lifts matrix-bridge's plumbing).parse.py— message → structured proposal via local Qwen (spark.py→backend/ingest/llm.py).proposals.py— in-memory pending-proposal store + the yes/edit/no state machine.crm_client.py— login +GET /api/intake/match+ write viaPOST /api/fundraising/log-communication.matrix_io.py— message splitting, thread-root detection, threaded-reply sender.settings.py— Matrix + CRM-API config (namedsettings, notconfig, to avoid shadowingingest/config).
Test (offline)
python3 test_parse.py && python3 test_proposals.py && python3 test_crm_client.py
# endpoint + create→match contract (boots the real server against a temp DB):
cd ../ && python3 test_intake_endpoints.py
Live Matrix behavior needs creds + matrix-nio and can only be smoke-tested on the Spark.