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Client Intake Operator

Turn messy remodeling intake into a reviewable client/project record — or keep it blocked until a person settles the evidence.

Canonical Voss packet with budget and scope conflicts

Canonical workflow: messy intake → extraction → normalized record → validation → missing/conflicting data → clarification/review → approved client/project record.

Maturity: fixture-backed + internally tested + browser-verified. No live inbox or paid model was called.

./scripts/bootstrap
./scripts/demo          # http://127.0.0.1:3453
./scripts/verify

Proof: proof/report.md

TRIGGER → DECISION → ACTION → GUARDRAIL → OUTCOME

Web form + follow-up email + site worksheet PDF arrive for the same household → fixture extractor maps each source to fields with confidence and evidence spans → deterministic merge flags budget/scope conflicts and a missing phone, and drops a hallucinated HOA contact → reviewer compares source text with the normalized row, chooses a winner or asks for clarification → only human approval writes an authoritative job file.

What this is not

Not a document management system, CRM, project-management suite, OCR product, or generic RAG app. It is the intake spine for Redwood Remodeling, a residential remodeling shop.

Authority

Kind Examples
Authoritative facts Normalized fields only after human approval
Model inference Fixture extraction with confidence + evidence; extra keys rejected
Deterministic policy Required fields, ZIP, dates, budget-as-number, contradiction rules
Human decisions Approve, reject field, choose contradiction winner, request clarification

Critical ambiguity (budget, contact, scope) cannot silently become the job file.

Synthetic business

Redwood Remodeling, an independent residential remodeler in Mill Valley. Kitchen and bath bids currently live as a web form, a follow-up email, and a handwritten-style site worksheet that the office re-types by hand.

Inspect

Event log: data/store.json after a demo run. Domain: lib/domain/. Packets and goldens: lib/fixtures.ts. Generated PDFs: fixtures/pdfs/ after bootstrap.

About

Turn messy remodeling intake into a reviewable record, or keep it blocked until a person settles the evidence.

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