ten31-database/backend/matrix_intake/bot.py

#!/usr/bin/env python3
"""Matrix intake bot — entrypoint.

A top-level message in the dedicated intake room is parsed (local Qwen via Spark Control)
into a proposed fundraising-grid add/edit and posted back IN A THREAD. The team member
replies in that thread — **yes** / **edit field=value** / **no** — and only on **yes** does
the bot write, through the CRM's own API. Nothing is ever written autonomously.

Runs as its own process (its matrix-nio dep is isolated here, never in the CRM runtime).
Lifts matrix-bridge's prime-then-listen + threaded-reply plumbing. Config: repo .env.
"""
import asyncio

from nio import AsyncClient, MatrixRoom, RoomMessageText

import crm_client
import matrix_io
import parse
import proposals
import settings

UNCLEAR_HELP = (
    "🤔 I couldn't tell what to record. Try e.g.\n"
    "`New investor: Acme Capital — Jane Doe <jane@acme.com>, met at the Austin conf`\n"
    "or a note like `Note for Acme Capital: wants the Q3 deck, follow up next week`."
)


async def main():
    mx = settings.matrix_settings()
    client = AsyncClient(mx["homeserver"], mx["user_id"])
    client.restore_login(user_id=mx["user_id"], device_id=mx["device_id"], access_token=mx["token"])
    say = matrix_io.make_say(client)
    nudge = matrix_io.make_reply(client)
    store = proposals.ProposalStore()
    intake_room = mx["intake_room"]

    async def handle_intake(room_id, root, text):
        # A bare yes/no/approve typed in the MAIN timeline (not inside a proposal's thread) is
        # an easy slip — point the user back to the thread rather than parse it as a new intake.
        action, _ = proposals.interpret_reply(text)
        if action in ("approve", "reject") and store.any_pending():
            await nudge(room_id, "👉 To approve, reject, or edit a proposal, open its **thread** "
                                 "and reply there — the note is in the thread.", root)
            return
        try:
            proposal = await asyncio.to_thread(parse.parse_message, text)
        except Exception as exc:  # Spark/Qwen unreachable or bad response
            await say(room_id, f"⚠️ couldn't reach the local parser: {exc}", root)
            return
        if proposal["intent"] == "unclear":
            await say(room_id, UNCLEAR_HELP, root)
            return
        # Confirm new-vs-existing against the CRM matcher (read-only). Degrade gracefully if
        # the CRM is unreachable — still propose, just without the "looks like existing" hint.
        hint = ""
        try:
            match = await asyncio.to_thread(crm_client.match, proposal)
            if match:
                proposal["intent"] = "meeting_note"
                proposal["_match_id"] = match["id"]
                hint = f"\n\n🔎 Looks like an existing investor: **{match['name']}** — this will append a note to them."
        except Exception:
            pass
        store.put(root, proposal)
        await say(room_id, proposals.render(proposal) + hint, root)
        # Also drop a brief, un-threaded reply in the main timeline so the proposal isn't
        # easy to miss inside a thread (the full card + yes/edit/no stay in the thread).
        await nudge(room_id, proposals.summary_line(proposal), root)

    async def handle_reply(room_id, root, text):
        action, payload = proposals.interpret_reply(text)
        # Claim the proposal synchronously — BEFORE any await — so a second reply that
        # arrives while a commit is in flight can't double-process it. asyncio is
        # cooperative: nothing else runs between here and the first await below, so the
        # pop is atomic w.r.t. other Matrix events.
        proposal = store.pop(root)
        if proposal is None:
            return
        if action == "approve":
            try:
                summary = await asyncio.to_thread(crm_client.commit, proposal)
            except Exception as exc:
                store.put(root, proposal)  # commit failed — restore so the user can retry
                await say(room_id, f"⚠️ write failed, nothing committed: {exc}", root)
                return
            await say(room_id, f"✅ {summary}", root)
        elif action == "reject":
            await say(room_id, "🗑️ Discarded — nothing written.", root)
        elif action == "edit":
            field, value = payload
            proposal = proposals.apply_edit(proposal, field, value)
            store.put(root, proposal)  # keep it pending (edited) for the next reply
            await say(room_id, "✏️ Updated:\n\n" + proposals.render(proposal), root)
        else:  # unrecognized reply — leave the proposal pending
            store.put(root, proposal)
            await say(room_id, "Reply **yes** to commit, **edit field=value**, or **no**.", root)

    async def on_message(room: MatrixRoom, event: RoomMessageText):
        if event.sender == mx["user_id"]:
            return  # never react to our own messages (we post in-thread — this prevents loops)
        if room.room_id != intake_room:
            return
        text = (event.body or "").strip()
        if not text:
            return
        root = matrix_io.thread_root_of(event)
        if root and store.has(root):
            await handle_reply(room.room_id, root, text)
        elif root:
            return  # threaded message not tied to a live proposal — ignore
        else:
            await handle_intake(room.room_id, event.event_id, text)

    # Prime the sync token past history, THEN register the callback — only react to messages
    # arriving after startup (no backlog replay). (matrix-bridge pattern.)
    print("matrix-intake: priming sync (skipping backlog)...", flush=True)
    await client.sync(timeout=30000, full_state=False)
    client.add_event_callback(on_message, RoomMessageText)
    who = await client.whoami()
    print(f"matrix-intake: listening as {who.user_id} in room {intake_room}", flush=True)
    try:
        await client.sync_forever(timeout=30000)
    finally:
        await client.close()


if __name__ == "__main__":
    try:
        asyncio.run(main())
    except KeyboardInterrupt:
        pass