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Lead-quality gate: require a name or location, not just a reason

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A call produced a near-empty lead (name=None, location=None, only reason="check
on my eyes"). Changed the extraction gate from "name OR reason" to "name OR
location" — a bare reason with no name and no office isn't an actionable
worklist card, so skip it. Verified: reason-only -> skip; name-only, location-
only, both -> keep.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
tocmo0nlord
2026-06-28 00:18:40 +00:00
parent 7f34b06415
commit 2f7e2629fe
2 changed files with 8 additions and 5 deletions
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3
CLAUDE.md
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@@ -86,6 +86,9 @@ Trade-off: half-duplex — the caller can't barge in mid-utterance (fine for sho
**Post-call extraction (`extract.py`)** — single JSON-mode completion after call ends. **Post-call extraction (`extract.py`)** — single JSON-mode completion after call ends.
Correctly uses `format: json`, uses verified Twilio caller-ID instead of trusting model Correctly uses `format: json`, uses verified Twilio caller-ID instead of trusting model
output, falls back to JSONL if Odoo is unreachable. Keep it. output, falls back to JSONL if Odoo is unreachable. Keep it.
**Lead-quality gate:** a lead is only written if a NAME or a LOCATION was captured — a bare
reason (e.g. "check on my eyes") with no name and no office is skipped (not worth a worklist
card). Captures full name, phone (confirmed/alternate), insurance, reason, and resolved date.
**Odoo integration (`odoo_client.py`)** — already uses `ODOO_API_KEY` for XML-RPC auth, **Odoo integration (`odoo_client.py`)** — already uses `ODOO_API_KEY` for XML-RPC auth,
not password. Correct pattern. No changes. not password. Correct pattern. No changes.

10
extract.py
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@@ -80,12 +80,12 @@ async def extract_and_record(messages, ollama_url, model, call_sid=None, caller_
logger.info("Post-call extraction: no appointment requested") logger.info("Post-call extraction: no appointment requested")
return None return None
# Don't create near-empty cards from quick hang-ups: require at least a name or a # Lead-quality gate: a usable lead needs a NAME or a LOCATION (so staff can act on it) —
# reason. A bare location + caller-ID isn't enough to be worth a worklist card. # a bare reason like "check on my eyes" with no name and no office is not worth a card.
name = (data.get("patient_name") or "").strip() name = (data.get("patient_name") or "").strip()
reason_raw = (data.get("reason") or "").strip() location = (data.get("location") or "").strip()
if not name and not reason_raw: if not name and not location:
logger.info("Post-call extraction: appointment intent but no name/reason captured — skipping card") logger.info("Post-call extraction: appointment intent but no name/location captured — skipping card")
return None return None
# Callback number: default to the verified Twilio caller-ID. If the caller explicitly # Callback number: default to the verified Twilio caller-ID. If the caller explicitly