Capture full appointment details + validate dates in-call

In-call (system prompt + per-call calendar injection):
- Gather full name (prompt asks for last name if only first given).
- Confirm the caller-ID number; if declined, use the number the caller gives.
- Ask for and LOG insurance only — never promise/confirm/deny coverage or
  treatment based on it; staff verify on callback.
- Validate the requested date against an injected 45-day calendar (recomputed
  per call since the server is long-running). Push back on impossible/mismatched
  dates, e.g. "Monday lands on the sixth — would you like that date?".
- AGENT_NAME=AVA; 4s grace pause before hang-up (HANGUP_DELAY_SECS).

Logging (post-call extraction -> Odoo):
- Extract full name, phone_confirmed, chosen callback (caller-ID or alternate),
  insurance, reason, and preferred time annotated with a resolved YYYY-MM-DD
  date (today's date is fed to the extractor).
- odoo_client: insurance row on the lead note (log only — staff verify).

.gitignore: ignore rotated avc_run.log* files.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

extract.py

@@ -8,6 +8,7 @@ single JSON-mode completion, not mid-conversation tool emission.
 
 import json
 import re
+from datetime import datetime
 
 import httpx
 from loguru import logger
@@ -19,11 +20,16 @@ _EXTRACT_INSTRUCTIONS = (
     "for an optometry practice. Extract any APPOINTMENT REQUEST the caller made.\n"
     "Respond with ONLY a JSON object with these keys:\n"
     '  "wants_appointment": boolean — true only if the caller asked to book/schedule a visit\n'
-    '  "patient_name": string or null\n'
-    '  "callback_number": string or null (digits the caller gave to be called back)\n'
+    '  "patient_name": string or null — the caller\'s FULL name (first and last) if given\n'
+    '  "phone_ok": boolean or null — true if the caller confirmed their caller-ID number is the '
+    "best one, false if they said to use a different number, null if it never came up\n"
+    '  "alternate_number": string or null — a different callback number the caller gave, digits only\n'
     '  "location": string or null (which office/city)\n'
     '  "reason": string or null (e.g. eye exam, broken glasses)\n'
-    '  "preferred_time": string or null (day/time in the caller\'s words)\n'
+    '  "insurance": string or null — the insurance plan the caller named, exactly as they said it\n'
+    '  "preferred_time": string or null — the day/time in the caller\'s own words\n'
+    '  "resolved_date": string or null — the actual calendar date the caller means as YYYY-MM-DD, '
+    "computed from TODAY given below; null if it cannot be determined\n"
     "Use null for anything not clearly stated. Do not invent values."
 )
 
@@ -45,6 +51,7 @@ async def extract_and_record(messages, ollama_url, model, call_sid=None, caller_
     if base.endswith("/v1"):
         base = base[:-3]
 
+    today = datetime.now().strftime("%A, %B %d, %Y").replace(" 0", " ")
     try:
         async with httpx.AsyncClient(timeout=30) as client:
             r = await client.post(
@@ -55,7 +62,7 @@ async def extract_and_record(messages, ollama_url, model, call_sid=None, caller_
                     "stream": False,
                     "options": {"temperature": 0},
                     "messages": [
-                        {"role": "system", "content": _EXTRACT_INSTRUCTIONS},
+                        {"role": "system", "content": f"{_EXTRACT_INSTRUCTIONS}\n\nTODAY is {today}."},
                         {"role": "user", "content": f"Transcript:\n{transcript}"},
                     ],
                 },
@@ -78,24 +85,44 @@ async def extract_and_record(messages, ollama_url, model, call_sid=None, caller_
         logger.info("Post-call extraction: appointment intent but no name/reason captured — skipping card")
         return None
 
-    # Prefer the verified Twilio caller-ID over a number pulled from the transcript —
-    # the model sometimes invents/echoes a phone number. Keep a genuinely different
-    # spoken number as a note for staff.
-    spoken = (data.get("callback_number") or "").strip()
-    callback = caller_number or spoken or None
+    # Callback number: default to the verified Twilio caller-ID. If the caller explicitly
+    # declined it (phone_ok == False) and gave a different number, use the one they gave.
+    alt = (data.get("alternate_number") or "").strip()
+    phone_ok = data.get("phone_ok")
+    if phone_ok is False and alt:
+        callback = alt
+    else:
+        callback = caller_number or alt or None
+    # If they gave a different number but didn't clearly decline the caller-ID, keep it as a note.
+    note_alt = (
+        alt and caller_number and callback != alt
+        and re.sub(r"\D", "", alt) != re.sub(r"\D", "", caller_number)
+    )
+
+    # Preferred time = caller's words, annotated with the resolved calendar date if we got one.
+    preferred = (data.get("preferred_time") or "").strip() or None
+    resolved = (data.get("resolved_date") or "").strip() or None
+    if resolved:
+        preferred = f"{preferred} (resolved: {resolved})" if preferred else resolved
+
     reason = data.get("reason")
-    if spoken and caller_number and re.sub(r"\D", "", spoken) != re.sub(r"\D", "", caller_number):
-        reason = f"{reason or ''} (caller mentioned alternate number: {spoken})".strip()
+    if note_alt:
+        reason = f"{reason or ''} (caller also mentioned number: {alt})".strip()
 
     record = {
         "call_sid": call_sid,
         "patient_name": data.get("patient_name"),
         "callback_number": callback,
+        "phone_confirmed": phone_ok,
         "location": data.get("location"),
         "reason": reason,
-        "preferred_time": data.get("preferred_time"),
+        "insurance": (data.get("insurance") or "").strip() or None,
+        "preferred_time": preferred,
         "source": "post_call_extraction",
     }
     where = persist_appointment(record)
-    logger.info(f"Post-call appointment saved ({where}): {record['patient_name']} / {record['location']}")
+    logger.info(
+        f"Post-call appointment saved ({where}): {record['patient_name']} / "
+        f"{record['location']} / ins={record['insurance']} / when={record['preferred_time']}"
+    )
     return record