Keysat
aefb2aa119
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").
115 lines
4.2 KiB
Python
115 lines
4.2 KiB
Python
"""Pending-proposal store + the in-thread approval state machine.
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The one piece of state in the bot: a proposal awaiting a human's yes/edit/no, keyed by the
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Matrix thread root (the bot's proposal lives in a thread rooted at the user's message, and
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the user replies inside that thread). In-memory and ephemeral by design — a restart drops
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pending proposals (the user just re-sends), matching matrix-bridge's stateless-by-default
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ethos. Nothing here writes to the CRM; the bot calls the CRM client only after `approve`.
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"""
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# field aliases accepted in `edit <field>=<value>`
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_EDIT_ALIASES = {
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"name": "investor_name", "investor": "investor_name", "firm": "investor_name", "org": "investor_name",
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"contact": "contact_name", "person": "contact_name",
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"email": "contact_email",
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"title": "contact_title", "role": "contact_title",
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"note": "note",
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}
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_YES = {"yes", "y", "approve", "approved", "ok", "confirm", "go", "👍", "✅"}
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_NO = {"no", "n", "cancel", "discard", "reject", "stop", "👎", "❌"}
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class ProposalStore:
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def __init__(self):
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self._pending = {} # thread_root -> proposal dict
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def put(self, thread_root, proposal):
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self._pending[thread_root] = proposal
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def get(self, thread_root):
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return self._pending.get(thread_root)
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def pop(self, thread_root):
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return self._pending.pop(thread_root, None)
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def has(self, thread_root):
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return thread_root in self._pending
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def any_pending(self):
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return bool(self._pending)
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def _parse_edit(text):
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"""Parse 'edit field=value' (also 'field: value'); return (canonical_field, value) or None."""
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body = text.strip()
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if body.lower().startswith("edit "):
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body = body[5:].strip()
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for sep in ("=", ":"):
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if sep in body:
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field, value = body.split(sep, 1)
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field = field.strip().lower()
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canon = _EDIT_ALIASES.get(field)
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value = value.strip()
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if canon and value:
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return canon, value
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# Not a known field on this separator — try the next one rather than bail,
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# so e.g. "note: see deck=v2" still parses (split on ':' not the inner '=').
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continue
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return None
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def interpret_reply(text):
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"""Classify a threaded reply to a pending proposal.
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Returns one of:
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("approve", None) | ("reject", None) | ("edit", (field, value)) | ("unknown", None)
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"""
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t = (text or "").strip()
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low = t.lower()
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if low in _YES:
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return ("approve", None)
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if low in _NO:
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return ("reject", None)
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edit = _parse_edit(t)
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if edit:
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return ("edit", edit)
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return ("unknown", None)
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def apply_edit(proposal, field, value):
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"""Return a copy of the proposal with one field changed."""
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updated = dict(proposal)
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updated[field] = value
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return updated
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def render(proposal):
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"""Render a proposal as the in-thread message a human approves."""
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if proposal.get("intent") == "meeting_note":
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head = f"📝 Proposed **meeting note** for **{proposal.get('investor_name') or proposal.get('contact_name') or '?'}**"
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else:
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head = f"📇 Proposed **new investor**: **{proposal.get('investor_name') or proposal.get('contact_name') or '?'}**"
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lines = [head]
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fields = [
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("Investor", proposal.get("investor_name")),
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("Contact", proposal.get("contact_name")),
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("Email", proposal.get("contact_email")),
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("Title", proposal.get("contact_title")),
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("Note", proposal.get("note")),
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]
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for label, val in fields:
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if val:
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lines.append(f"· {label}: {val}")
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lines.append("")
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lines.append("Reply **yes** to commit, **edit field=value** to change a field, or **no** to discard.")
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return "\n".join(lines)
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def summary_line(proposal):
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"""A brief one-liner for the main-timeline nudge; the full card lives in the thread."""
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name = proposal.get("investor_name") or proposal.get("contact_name") or "?"
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if proposal.get("intent") == "meeting_note":
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return f"📝 Proposed a meeting note for **{name}** — see the thread to review & approve."
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return f"📇 Proposed a new investor: **{name}** — see the thread to review & approve."
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