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Fix resume contact inference and LinkedIn field handling #129

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16afc3a
Fix resume contact creation name fields and feedback
michaelmwu Mar 3, 2026
a3d3623
Fix resume contact inference and linkedin field handling
michaelmwu Mar 3, 2026
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73 changes: 66 additions & 7 deletions apps/discord_bot/src/five08/discord_bot/cogs/crm.py
View file
Open in desktop
Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
create_payload = self.crm_cog._build_resume_create_contact_payload(
file_content=self.file_content
)
self.crm_cog._populate_name_fields(
create_payload,
source_name=str(create_payload.get("name", "")).strip(),
)
target_contact = self.crm_cog.espo_api.request(
"POST", "Contact", create_payload
)
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
)
except Exception as exc:
status_code = getattr(self.crm_cog.espo_api, "status_code", None)
error_detail = str(exc).strip() or "Unknown error"
status_note = f" (status {status_code})" if status_code else ""
logger.exception(
"Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
metadata=audit_metadata,
)
await interaction.followup.send(
"⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
"Please provide `search_term` or `link_user`.",
ephemeral=True,
Comment on lines 1407 to 1410

CopilotAIMar 3, 2026

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The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.

Copilot uses AI. Check for mistakes.
)
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
)

@staticmethod
def _configured_linkedin_field() -> str:
"""Return the configured field for LinkedIn profile values."""
return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))

CopilotAIMar 3, 2026

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_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change
returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field

Copilot uses AI. Check for mistakes.

def _audit_command(
self,
*,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

return "\nParsed resume identifiers: " + "; ".join(summary_parts)

def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
"""Build a short display summary of parsed contact identity fields."""
hints = self._extract_resume_contact_hints(file_content)
parsed_name = str(hints.get("name") or "").strip()
if not parsed_name:
parsed_name = self._extract_resume_name_fallback(file_content)

emails = hints.get("emails", [])
if not isinstance(emails, list):
emails = []
primary_email = "No email parsed"
if emails:
raw_email = str(emails[0]).strip()
if raw_email:
primary_email = raw_email

return (
f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
)
Comment on lines +3309 to +3312

CopilotAIMar 3, 2026

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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.

Copilot uses AI. Check for mistakes.

def _extract_resume_name_hint(self, file_content: bytes) -> str:
"""Best-effort contact name extraction from resume text."""
hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
return extracted_name
return self._extract_resume_name_fallback(file_content)

def _populate_name_fields(
self, payload: dict[str, str], *, source_name: str
) -> None:
"""Populate firstName and lastName fields for CRM contact creation payloads."""
first_name, last_name = self.resume_extractor.split_name(
full_name=source_name,
first_name_hint=str(payload.get("firstName", "")).strip() or None,
last_name_hint=str(payload.get("lastName", "")).strip() or None,
)
Comment on lines +3326 to +3330

CopilotAIMar 3, 2026

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_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.

Copilot uses AI. Check for mistakes.
payload["firstName"] = first_name
payload["lastName"] = last_name

def _build_resume_create_contact_payload(
self, file_content: bytes
) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
"type": "Prospect",
"name": contact_name,
}
self._populate_name_fields(payload, source_name=contact_name)
if emails:
primary_email = emails[0]
if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
if github_usernames:
payload["cGitHubUsername"] = github_usernames[0]
if linkedin_urls:
payload["cLinkedInUrl"] = linkedin_urls[0]
payload[self._configured_linkedin_field()] = linkedin_urls[0]
phone = hints.get("phone")
if isinstance(phone, str) and phone.strip():
payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
parsed_name = str(payload.get("name", "")).strip()
if not parsed_name or parsed_name == "Resume Candidate":
payload["name"] = self._fallback_contact_name_for_discord_user(user)
self._populate_name_fields(
payload, source_name=str(payload.get("name", "")).strip()
)
payload.update(self._discord_link_fields(user))
return payload

async def _search_contacts_by_field(
self, *, field: str, value: str, max_size: int = 10
) -> list[dict[str, Any]]:
"""Search contacts using an exact field equals match."""
select_fields = [
"id",
"name",
"emailAddress",
"c508Email",
"cDiscordUsername",
"cGitHubUsername",
]
if field not in select_fields:
select_fields.append(field)
search_params = {
"where": [{"type": "equals", "attribute": field, "value": value}],
"maxSize": max_size,
"select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
"select": ",".join(select_fields),
}

response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
for linkedin_url in linkedin_urls:
attempts.append({"method": "linkedin", "value": linkedin_url})
contacts = await self._search_contacts_by_field(
field="cLinkedInUrl", value=linkedin_url
field=self._configured_linkedin_field(), value=linkedin_url
)
if len(contacts) == 1:
return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
if linkedin is not None:
clean_linkedin = linkedin.strip()
if clean_linkedin:
update_data["cLinkedInUrl"] = clean_linkedin
update_data[self._configured_linkedin_field()] = clean_linkedin
requested_updates.append("linkedin")

if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
inline=True,
)
if "linkedin" in requested_updates:
linkedin_field = self._configured_linkedin_field()
embed.add_field(
name="🔗 LinkedIn",
value=update_data["cLinkedInUrl"],
value=update_data[linkedin_field],
inline=True,
)
if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
await interaction.followup.send(
"⚠️ Could not find a unique contact from this resume. "
"Would you like to create a new contact from the parsed details?"
+ inferred_attempts_text,
+ inferred_attempts_text
+ self._build_resume_parsed_identity_summary(file_content),
view=view,
ephemeral=True,
)
Expand Down
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 blocks
(function() {
function addCopyButtons() {
document.querySelectorAll('pre code').forEach(function(codeBlock) {
if (codeBlock.parentElement.hasAttribute('data-copy-added')) return;
codeBlock.parentElement.setAttribute('data-copy-added', 'true');
var btn = document.createElement('button');
btn.textContent = 'Copy';
btn.style.cssText = 'position:absolute;top:4px;right:4px;padding:2px 8px;font-size:11px;background:#4ecdc4;border:none;border-radius:4px;color:#1a1a2e;cursor:pointer;opacity:0.7;transition:opacity 0.2s;';
btn.onmouseover = function() { this.style.opacity = '1'; };
btn.onmouseout = function() { this.style.opacity = '0.7'; };
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navigator.clipboard.writeText(codeBlock.textContent).then(function() {
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observer.observe(document.body, { childList: true, subtree: true });
})();
}
} catch(__e) { console.warn('[Userscript:Add Copy Buttons to Code Blocks]', __e); }
})();
(function(){
try {
var __m = "github.com";
var __re = new RegExp('^' + "github\\.com" + '
Fix resume contact inference and LinkedIn field handling by michaelmwu · Pull Request #129 · 508-dev/508-workflows · GitHub
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Fix resume contact inference and LinkedIn field handling#129

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Fix resume contact inference and LinkedIn field handling
#129
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16afc3a

Fix resume contact creation name fields and feedback


michaelmwu Mar 3, 2026
a3d3623

Fix resume contact inference and linkedin field handling


michaelmwu Mar 3, 2026

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73 changes: 66 additions & 7 deletions
apps/discord_bot/src/five08/discord_bot/cogs/crm.py

View file


Open in desktop

Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
 create_payload = self.crm_cog._build_resume_create_contact_payload(
 file_content=self.file_content
 )
 self.crm_cog._populate_name_fields(
 create_payload,
 source_name=str(create_payload.get("name", "")).strip(),
 )
 target_contact = self.crm_cog.espo_api.request(
 "POST", "Contact", create_payload
 )
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
 )
 except Exception as exc:
 status_code = getattr(self.crm_cog.espo_api, "status_code", None)
 error_detail = str(exc).strip() or "Unknown error"
 status_note = f" (status {status_code})" if status_code else ""
 logger.exception(
 "Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
 self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
 metadata=audit_metadata,
 )
 await interaction.followup.send(
 "⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
 "Please provide `search_term` or `link_user`.",
 ephemeral=True,

Comment on lines

1407
 to 
1410

CopilotAIMar 3, 2026

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The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.
Copilot uses AI. Check for mistakes.

 )
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
 discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
 )

 @staticmethod
 def _configured_linkedin_field() -> str:
 """Return the configured field for LinkedIn profile values."""
 return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
CopilotAIMar 3, 2026

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The reason will be displayed to describe this comment to others. Learn more.

_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change

returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field
Copilot uses AI. Check for mistakes.


 def _audit_command(
 self,
 *,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

 return "\nParsed resume identifiers: " + "; ".join(summary_parts)

 def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
 """Build a short display summary of parsed contact identity fields."""
 hints = self._extract_resume_contact_hints(file_content)
 parsed_name = str(hints.get("name") or "").strip()
 if not parsed_name:
 parsed_name = self._extract_resume_name_fallback(file_content)

 emails = hints.get("emails", [])
 if not isinstance(emails, list):
 emails = []
 primary_email = "No email parsed"
 if emails:
 raw_email = str(emails[0]).strip()
 if raw_email:
 primary_email = raw_email

 return (
 f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
 )

Comment on lines

+3309
 to 
+3312

CopilotAIMar 3, 2026

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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.
Copilot uses AI. Check for mistakes.


 def _extract_resume_name_hint(self, file_content: bytes) -> str:
 """Best-effort contact name extraction from resume text."""
 hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
 return extracted_name
 return self._extract_resume_name_fallback(file_content)

 def _populate_name_fields(
 self, payload: dict[str, str], *, source_name: str
 ) -> None:
 """Populate firstName and lastName fields for CRM contact creation payloads."""
 first_name, last_name = self.resume_extractor.split_name(
 full_name=source_name,
 first_name_hint=str(payload.get("firstName", "")).strip() or None,
 last_name_hint=str(payload.get("lastName", "")).strip() or None,
 )

Comment on lines

+3326
 to 
+3330

CopilotAIMar 3, 2026

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_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.
Copilot uses AI. Check for mistakes.

 payload["firstName"] = first_name
 payload["lastName"] = last_name

 def _build_resume_create_contact_payload(
 self, file_content: bytes
 ) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
 "type": "Prospect",
 "name": contact_name,
 }
 self._populate_name_fields(payload, source_name=contact_name)
 if emails:
 primary_email = emails[0]
 if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
 if github_usernames:
 payload["cGitHubUsername"] = github_usernames[0]
 if linkedin_urls:
 payload["cLinkedInUrl"] = linkedin_urls[0]
 payload[self._configured_linkedin_field()] = linkedin_urls[0]
 phone = hints.get("phone")
 if isinstance(phone, str) and phone.strip():
 payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
 parsed_name = str(payload.get("name", "")).strip()
 if not parsed_name or parsed_name == "Resume Candidate":
 payload["name"] = self._fallback_contact_name_for_discord_user(user)
 self._populate_name_fields(
 payload, source_name=str(payload.get("name", "")).strip()
 )
 payload.update(self._discord_link_fields(user))
 return payload

 async def _search_contacts_by_field(
 self, *, field: str, value: str, max_size: int = 10
 ) -> list[dict[str, Any]]:
 """Search contacts using an exact field equals match."""
 select_fields = [
 "id",
 "name",
 "emailAddress",
 "c508Email",
 "cDiscordUsername",
 "cGitHubUsername",
 ]
 if field not in select_fields:
 select_fields.append(field)
 search_params = {
 "where": [{"type": "equals", "attribute": field, "value": value}],
 "maxSize": max_size,
 "select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
 "select": ",".join(select_fields),
 }

 response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
 for linkedin_url in linkedin_urls:
 attempts.append({"method": "linkedin", "value": linkedin_url})
 contacts = await self._search_contacts_by_field(
 field="cLinkedInUrl", value=linkedin_url
 field=self._configured_linkedin_field(), value=linkedin_url
 )
 if len(contacts) == 1:
 return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
 if linkedin is not None:
 clean_linkedin = linkedin.strip()
 if clean_linkedin:
 update_data["cLinkedInUrl"] = clean_linkedin
 update_data[self._configured_linkedin_field()] = clean_linkedin
 requested_updates.append("linkedin")

 if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
 inline=True,
 )
 if "linkedin" in requested_updates:
 linkedin_field = self._configured_linkedin_field()
 embed.add_field(
 name="🔗 LinkedIn",
 value=update_data["cLinkedInUrl"],
 value=update_data[linkedin_field],
 inline=True,
 )
 if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
 await interaction.followup.send(
 "⚠️ Could not find a unique contact from this resume. "
 "Would you like to create a new contact from the parsed details?"
 + inferred_attempts_text,
 + inferred_attempts_text
 + self._build_resume_parsed_identity_summary(file_content),
 view=view,
 ephemeral=True,
 )
Expand Down
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var style = document.createElement('style');
style.textContent = '
.markdown-body {
color-scheme: dark light;
}
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Fix resume contact inference and LinkedIn field handling by michaelmwu · Pull Request #129 · 508-dev/508-workflows · GitHub
Skip to content
Fix resume contact inference and LinkedIn field handling#129

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Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

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 Closed

michaelmwu
wants to merge
2
commits into

from

 Closed


Fix resume contact inference and LinkedIn field handling
#129
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16afc3a

Fix resume contact creation name fields and feedback


michaelmwu Mar 3, 2026
a3d3623

Fix resume contact inference and linkedin field handling


michaelmwu Mar 3, 2026

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73 changes: 66 additions & 7 deletions
apps/discord_bot/src/five08/discord_bot/cogs/crm.py

View file


Open in desktop

Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
 create_payload = self.crm_cog._build_resume_create_contact_payload(
 file_content=self.file_content
 )
 self.crm_cog._populate_name_fields(
 create_payload,
 source_name=str(create_payload.get("name", "")).strip(),
 )
 target_contact = self.crm_cog.espo_api.request(
 "POST", "Contact", create_payload
 )
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
 )
 except Exception as exc:
 status_code = getattr(self.crm_cog.espo_api, "status_code", None)
 error_detail = str(exc).strip() or "Unknown error"
 status_note = f" (status {status_code})" if status_code else ""
 logger.exception(
 "Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
 self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
 metadata=audit_metadata,
 )
 await interaction.followup.send(
 "⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
 "Please provide `search_term` or `link_user`.",
 ephemeral=True,

Comment on lines

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 to 
1410

CopilotAIMar 3, 2026

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The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.
Copilot uses AI. Check for mistakes.

 )
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
 discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
 )

 @staticmethod
 def _configured_linkedin_field() -> str:
 """Return the configured field for LinkedIn profile values."""
 return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
CopilotAIMar 3, 2026

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_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change

returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field
Copilot uses AI. Check for mistakes.


 def _audit_command(
 self,
 *,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

 return "\nParsed resume identifiers: " + "; ".join(summary_parts)

 def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
 """Build a short display summary of parsed contact identity fields."""
 hints = self._extract_resume_contact_hints(file_content)
 parsed_name = str(hints.get("name") or "").strip()
 if not parsed_name:
 parsed_name = self._extract_resume_name_fallback(file_content)

 emails = hints.get("emails", [])
 if not isinstance(emails, list):
 emails = []
 primary_email = "No email parsed"
 if emails:
 raw_email = str(emails[0]).strip()
 if raw_email:
 primary_email = raw_email

 return (
 f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
 )

Comment on lines

+3309
 to 
+3312

CopilotAIMar 3, 2026

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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.
Copilot uses AI. Check for mistakes.


 def _extract_resume_name_hint(self, file_content: bytes) -> str:
 """Best-effort contact name extraction from resume text."""
 hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
 return extracted_name
 return self._extract_resume_name_fallback(file_content)

 def _populate_name_fields(
 self, payload: dict[str, str], *, source_name: str
 ) -> None:
 """Populate firstName and lastName fields for CRM contact creation payloads."""
 first_name, last_name = self.resume_extractor.split_name(
 full_name=source_name,
 first_name_hint=str(payload.get("firstName", "")).strip() or None,
 last_name_hint=str(payload.get("lastName", "")).strip() or None,
 )

Comment on lines

+3326
 to 
+3330

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_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.
Copilot uses AI. Check for mistakes.

 payload["firstName"] = first_name
 payload["lastName"] = last_name

 def _build_resume_create_contact_payload(
 self, file_content: bytes
 ) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
 "type": "Prospect",
 "name": contact_name,
 }
 self._populate_name_fields(payload, source_name=contact_name)
 if emails:
 primary_email = emails[0]
 if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
 if github_usernames:
 payload["cGitHubUsername"] = github_usernames[0]
 if linkedin_urls:
 payload["cLinkedInUrl"] = linkedin_urls[0]
 payload[self._configured_linkedin_field()] = linkedin_urls[0]
 phone = hints.get("phone")
 if isinstance(phone, str) and phone.strip():
 payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
 parsed_name = str(payload.get("name", "")).strip()
 if not parsed_name or parsed_name == "Resume Candidate":
 payload["name"] = self._fallback_contact_name_for_discord_user(user)
 self._populate_name_fields(
 payload, source_name=str(payload.get("name", "")).strip()
 )
 payload.update(self._discord_link_fields(user))
 return payload

 async def _search_contacts_by_field(
 self, *, field: str, value: str, max_size: int = 10
 ) -> list[dict[str, Any]]:
 """Search contacts using an exact field equals match."""
 select_fields = [
 "id",
 "name",
 "emailAddress",
 "c508Email",
 "cDiscordUsername",
 "cGitHubUsername",
 ]
 if field not in select_fields:
 select_fields.append(field)
 search_params = {
 "where": [{"type": "equals", "attribute": field, "value": value}],
 "maxSize": max_size,
 "select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
 "select": ",".join(select_fields),
 }

 response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
 for linkedin_url in linkedin_urls:
 attempts.append({"method": "linkedin", "value": linkedin_url})
 contacts = await self._search_contacts_by_field(
 field="cLinkedInUrl", value=linkedin_url
 field=self._configured_linkedin_field(), value=linkedin_url
 )
 if len(contacts) == 1:
 return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
 if linkedin is not None:
 clean_linkedin = linkedin.strip()
 if clean_linkedin:
 update_data["cLinkedInUrl"] = clean_linkedin
 update_data[self._configured_linkedin_field()] = clean_linkedin
 requested_updates.append("linkedin")

 if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
 inline=True,
 )
 if "linkedin" in requested_updates:
 linkedin_field = self._configured_linkedin_field()
 embed.add_field(
 name="🔗 LinkedIn",
 value=update_data["cLinkedInUrl"],
 value=update_data[linkedin_field],
 inline=True,
 )
 if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
 await interaction.followup.send(
 "⚠️ Could not find a unique contact from this resume. "
 "Would you like to create a new contact from the parsed details?"
 + inferred_attempts_text,
 + inferred_attempts_text
 + self._build_resume_parsed_identity_summary(file_content),
 view=view,
 ephemeral=True,
 )
Expand Down
Loading
Loading

, 'i');
if (__m === '*' || __re.test(location.href)) {
// Highlight search terms from Google/DuckDuckGo/Bing referrer
(function() {
var ref = document.referrer;
var terms = [];
if (ref.includes('google.com') || ref.includes('duckduckgo.com') || ref.includes('bing.com')) {
var url = new URL(ref);
var q = url.searchParams.get('q') || url.searchParams.get('p');
if (q) {
terms = q.split(/\s+/).filter(function(t) { return t.length > 2; });
}
}
if (terms.length === 0) return;
var style = document.createElement('style');
style.textContent = '.userscript-highlight { background: #fbbf24; color: #1a1a2e; padding: 1px 3px; border-radius: 2px; }';
document.head.appendChild(style);
function highlight(node) {
if (node.nodeType === 3) { // text node
var text = node.textContent;
var found = false;
terms.forEach(function(term) {
var regex = new RegExp('(' + term.replace(/[.*+?^${}()|[\]\\]/g, '\\') + ')', 'gi');
if (regex.test(text)) {
found = true;
var frag = document.createDocumentFragment();
var parts = text.split(regex);
parts.forEach(function(part, i) {
if (i % 2 === 0) {
frag.appendChild(document.createTextNode(part));
} else {
var span = document.createElement('span');
span.className = 'userscript-highlight';
span.textContent = part;
frag.appendChild(span);
}
});
node.parentNode.replaceChild(frag, node);
}
});
} else if (node.nodeType === 1 && node.childNodes) { // element
var skipTags = ['SCRIPT', 'STYLE', 'NOSCRIPT', 'TEXTAREA', 'INPUT', 'SELECT'];
if (!skipTags.includes(node.tagName)) {
Array.from(node.childNodes).forEach(highlight);
}
}
}
highlight(document.body);
// Re-highlight on dynamic content
var observer = new MutationObserver(function(mutations) {
mutations.forEach(function(m) {
m.addedNodes.forEach(function(node) {
if (node.nodeType === 1 || node.nodeType === 3) highlight(node);
});
});
});
observer.observe(document.body, { childList: true, subtree: true });
})();
}
} catch(__e) { console.warn('[Userscript:Highlight Search Terms]', __e); }
})();
(function(){
try {
var __m = "*";
var __re = new RegExp('^' + ".*" + '
Fix resume contact inference and LinkedIn field handling by michaelmwu · Pull Request #129 · 508-dev/508-workflows · GitHub
Skip to content
Fix resume contact inference and LinkedIn field handling#129

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michaelmwu
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Fix resume contact inference and LinkedIn field handling
#129
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16afc3a

Fix resume contact creation name fields and feedback


michaelmwu Mar 3, 2026
a3d3623

Fix resume contact inference and linkedin field handling


michaelmwu Mar 3, 2026

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73 changes: 66 additions & 7 deletions
apps/discord_bot/src/five08/discord_bot/cogs/crm.py

View file


Open in desktop

Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
 create_payload = self.crm_cog._build_resume_create_contact_payload(
 file_content=self.file_content
 )
 self.crm_cog._populate_name_fields(
 create_payload,
 source_name=str(create_payload.get("name", "")).strip(),
 )
 target_contact = self.crm_cog.espo_api.request(
 "POST", "Contact", create_payload
 )
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
 )
 except Exception as exc:
 status_code = getattr(self.crm_cog.espo_api, "status_code", None)
 error_detail = str(exc).strip() or "Unknown error"
 status_note = f" (status {status_code})" if status_code else ""
 logger.exception(
 "Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
 self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
 metadata=audit_metadata,
 )
 await interaction.followup.send(
 "⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
 "Please provide `search_term` or `link_user`.",
 ephemeral=True,

Comment on lines

1407
 to 
1410

CopilotAIMar 3, 2026

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The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.
Copilot uses AI. Check for mistakes.

 )
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
 discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
 )

 @staticmethod
 def _configured_linkedin_field() -> str:
 """Return the configured field for LinkedIn profile values."""
 return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
CopilotAIMar 3, 2026

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Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change

returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field
Copilot uses AI. Check for mistakes.


 def _audit_command(
 self,
 *,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

 return "\nParsed resume identifiers: " + "; ".join(summary_parts)

 def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
 """Build a short display summary of parsed contact identity fields."""
 hints = self._extract_resume_contact_hints(file_content)
 parsed_name = str(hints.get("name") or "").strip()
 if not parsed_name:
 parsed_name = self._extract_resume_name_fallback(file_content)

 emails = hints.get("emails", [])
 if not isinstance(emails, list):
 emails = []
 primary_email = "No email parsed"
 if emails:
 raw_email = str(emails[0]).strip()
 if raw_email:
 primary_email = raw_email

 return (
 f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
 )

Comment on lines

+3309
 to 
+3312

CopilotAIMar 3, 2026

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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.
Copilot uses AI. Check for mistakes.


 def _extract_resume_name_hint(self, file_content: bytes) -> str:
 """Best-effort contact name extraction from resume text."""
 hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
 return extracted_name
 return self._extract_resume_name_fallback(file_content)

 def _populate_name_fields(
 self, payload: dict[str, str], *, source_name: str
 ) -> None:
 """Populate firstName and lastName fields for CRM contact creation payloads."""
 first_name, last_name = self.resume_extractor.split_name(
 full_name=source_name,
 first_name_hint=str(payload.get("firstName", "")).strip() or None,
 last_name_hint=str(payload.get("lastName", "")).strip() or None,
 )

Comment on lines

+3326
 to 
+3330

CopilotAIMar 3, 2026

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_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.
Copilot uses AI. Check for mistakes.

 payload["firstName"] = first_name
 payload["lastName"] = last_name

 def _build_resume_create_contact_payload(
 self, file_content: bytes
 ) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
 "type": "Prospect",
 "name": contact_name,
 }
 self._populate_name_fields(payload, source_name=contact_name)
 if emails:
 primary_email = emails[0]
 if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
 if github_usernames:
 payload["cGitHubUsername"] = github_usernames[0]
 if linkedin_urls:
 payload["cLinkedInUrl"] = linkedin_urls[0]
 payload[self._configured_linkedin_field()] = linkedin_urls[0]
 phone = hints.get("phone")
 if isinstance(phone, str) and phone.strip():
 payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
 parsed_name = str(payload.get("name", "")).strip()
 if not parsed_name or parsed_name == "Resume Candidate":
 payload["name"] = self._fallback_contact_name_for_discord_user(user)
 self._populate_name_fields(
 payload, source_name=str(payload.get("name", "")).strip()
 )
 payload.update(self._discord_link_fields(user))
 return payload

 async def _search_contacts_by_field(
 self, *, field: str, value: str, max_size: int = 10
 ) -> list[dict[str, Any]]:
 """Search contacts using an exact field equals match."""
 select_fields = [
 "id",
 "name",
 "emailAddress",
 "c508Email",
 "cDiscordUsername",
 "cGitHubUsername",
 ]
 if field not in select_fields:
 select_fields.append(field)
 search_params = {
 "where": [{"type": "equals", "attribute": field, "value": value}],
 "maxSize": max_size,
 "select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
 "select": ",".join(select_fields),
 }

 response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
 for linkedin_url in linkedin_urls:
 attempts.append({"method": "linkedin", "value": linkedin_url})
 contacts = await self._search_contacts_by_field(
 field="cLinkedInUrl", value=linkedin_url
 field=self._configured_linkedin_field(), value=linkedin_url
 )
 if len(contacts) == 1:
 return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
 if linkedin is not None:
 clean_linkedin = linkedin.strip()
 if clean_linkedin:
 update_data["cLinkedInUrl"] = clean_linkedin
 update_data[self._configured_linkedin_field()] = clean_linkedin
 requested_updates.append("linkedin")

 if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
 inline=True,
 )
 if "linkedin" in requested_updates:
 linkedin_field = self._configured_linkedin_field()
 embed.add_field(
 name="🔗 LinkedIn",
 value=update_data["cLinkedInUrl"],
 value=update_data[linkedin_field],
 inline=True,
 )
 if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
 await interaction.followup.send(
 "⚠️ Could not find a unique contact from this resume. "
 "Would you like to create a new contact from the parsed details?"
 + inferred_attempts_text,
 + inferred_attempts_text
 + self._build_resume_parsed_identity_summary(file_content),
 view=view,
 ephemeral=True,
 )
Expand Down
Loading
Loading

, 'i');
if (__m === '*' || __re.test(location.href)) {
// Strip utm_, fbclid, gclid, etc. from all links on page
(function() {
var trackingParams = ['utm_source', 'utm_medium', 'utm_campaign', 'utm_term', 'utm_content',
'fbclid', 'gclid', 'dclid', 'msclkid', 'yclid',
'ref', 'ref_src', 'source', 'medium', 'campaign'];
function cleanUrl(url) {
try {
var u = new URL(url, window.location.origin);
var changed = false;
trackingParams.forEach(function(p) {
if (u.searchParams.has(p)) {
u.searchParams.delete(p);
changed = true;
}
});
return changed ? u.toString() : url;
} catch (e) {
return url;
}
}
function cleanLinks() {
document.querySelectorAll('a[href]').forEach(function(a) {
var clean = cleanUrl(a.href);
if (clean !== a.href) a.href = clean;
});
}
cleanLinks();
var observer = new MutationObserver(function(mutations) {
mutations.forEach(function(m) {
m.addedNodes.forEach(function(node) {
if (node.nodeType === 1) {
if (node.tagName === 'A') cleanLinks();
node.querySelectorAll('a[href]').forEach(function(a) {
var clean = cleanUrl(a.href);
if (clean !== a.href) a.href = clean;
});
}
});
});
});
observer.observe(document.body, { childList: true, subtree: true });
})();
}
} catch(__e) { console.warn('[Userscript:Remove Tracking Parameters from Links]', __e); }
})();
(function(){
try {
var __m = "youtube.com";
var __re = new RegExp('^' + "youtube\\.com" + '
Fix resume contact inference and LinkedIn field handling by michaelmwu · Pull Request #129 · 508-dev/508-workflows · GitHub
Skip to content
Fix resume contact inference and LinkedIn field handling#129

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 Closed

michaelmwu
wants to merge
2
commits into

from

 Closed


Fix resume contact inference and LinkedIn field handling
#129
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16afc3a

Fix resume contact creation name fields and feedback


michaelmwu Mar 3, 2026
a3d3623

Fix resume contact inference and linkedin field handling


michaelmwu Mar 3, 2026

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73 changes: 66 additions & 7 deletions
apps/discord_bot/src/five08/discord_bot/cogs/crm.py

View file


Open in desktop

Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
 create_payload = self.crm_cog._build_resume_create_contact_payload(
 file_content=self.file_content
 )
 self.crm_cog._populate_name_fields(
 create_payload,
 source_name=str(create_payload.get("name", "")).strip(),
 )
 target_contact = self.crm_cog.espo_api.request(
 "POST", "Contact", create_payload
 )
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
 )
 except Exception as exc:
 status_code = getattr(self.crm_cog.espo_api, "status_code", None)
 error_detail = str(exc).strip() or "Unknown error"
 status_note = f" (status {status_code})" if status_code else ""
 logger.exception(
 "Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
 self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
 metadata=audit_metadata,
 )
 await interaction.followup.send(
 "⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
 "Please provide `search_term` or `link_user`.",
 ephemeral=True,

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The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.
Copilot uses AI. Check for mistakes.

 )
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
 discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
 )

 @staticmethod
 def _configured_linkedin_field() -> str:
 """Return the configured field for LinkedIn profile values."""
 return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
CopilotAIMar 3, 2026

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_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change

returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field
Copilot uses AI. Check for mistakes.


 def _audit_command(
 self,
 *,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

 return "\nParsed resume identifiers: " + "; ".join(summary_parts)

 def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
 """Build a short display summary of parsed contact identity fields."""
 hints = self._extract_resume_contact_hints(file_content)
 parsed_name = str(hints.get("name") or "").strip()
 if not parsed_name:
 parsed_name = self._extract_resume_name_fallback(file_content)

 emails = hints.get("emails", [])
 if not isinstance(emails, list):
 emails = []
 primary_email = "No email parsed"
 if emails:
 raw_email = str(emails[0]).strip()
 if raw_email:
 primary_email = raw_email

 return (
 f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
 )

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 to 
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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.
Copilot uses AI. Check for mistakes.


 def _extract_resume_name_hint(self, file_content: bytes) -> str:
 """Best-effort contact name extraction from resume text."""
 hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
 return extracted_name
 return self._extract_resume_name_fallback(file_content)

 def _populate_name_fields(
 self, payload: dict[str, str], *, source_name: str
 ) -> None:
 """Populate firstName and lastName fields for CRM contact creation payloads."""
 first_name, last_name = self.resume_extractor.split_name(
 full_name=source_name,
 first_name_hint=str(payload.get("firstName", "")).strip() or None,
 last_name_hint=str(payload.get("lastName", "")).strip() or None,
 )

Comment on lines

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 to 
+3330

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_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.
Copilot uses AI. Check for mistakes.

 payload["firstName"] = first_name
 payload["lastName"] = last_name

 def _build_resume_create_contact_payload(
 self, file_content: bytes
 ) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
 "type": "Prospect",
 "name": contact_name,
 }
 self._populate_name_fields(payload, source_name=contact_name)
 if emails:
 primary_email = emails[0]
 if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
 if github_usernames:
 payload["cGitHubUsername"] = github_usernames[0]
 if linkedin_urls:
 payload["cLinkedInUrl"] = linkedin_urls[0]
 payload[self._configured_linkedin_field()] = linkedin_urls[0]
 phone = hints.get("phone")
 if isinstance(phone, str) and phone.strip():
 payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
 parsed_name = str(payload.get("name", "")).strip()
 if not parsed_name or parsed_name == "Resume Candidate":
 payload["name"] = self._fallback_contact_name_for_discord_user(user)
 self._populate_name_fields(
 payload, source_name=str(payload.get("name", "")).strip()
 )
 payload.update(self._discord_link_fields(user))
 return payload

 async def _search_contacts_by_field(
 self, *, field: str, value: str, max_size: int = 10
 ) -> list[dict[str, Any]]:
 """Search contacts using an exact field equals match."""
 select_fields = [
 "id",
 "name",
 "emailAddress",
 "c508Email",
 "cDiscordUsername",
 "cGitHubUsername",
 ]
 if field not in select_fields:
 select_fields.append(field)
 search_params = {
 "where": [{"type": "equals", "attribute": field, "value": value}],
 "maxSize": max_size,
 "select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
 "select": ",".join(select_fields),
 }

 response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
 for linkedin_url in linkedin_urls:
 attempts.append({"method": "linkedin", "value": linkedin_url})
 contacts = await self._search_contacts_by_field(
 field="cLinkedInUrl", value=linkedin_url
 field=self._configured_linkedin_field(), value=linkedin_url
 )
 if len(contacts) == 1:
 return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
 if linkedin is not None:
 clean_linkedin = linkedin.strip()
 if clean_linkedin:
 update_data["cLinkedInUrl"] = clean_linkedin
 update_data[self._configured_linkedin_field()] = clean_linkedin
 requested_updates.append("linkedin")

 if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
 inline=True,
 )
 if "linkedin" in requested_updates:
 linkedin_field = self._configured_linkedin_field()
 embed.add_field(
 name="🔗 LinkedIn",
 value=update_data["cLinkedInUrl"],
 value=update_data[linkedin_field],
 inline=True,
 )
 if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
 await interaction.followup.send(
 "⚠️ Could not find a unique contact from this resume. "
 "Would you like to create a new contact from the parsed details?"
 + inferred_attempts_text,
 + inferred_attempts_text
 + self._build_resume_parsed_identity_summary(file_content),
 view=view,
 ephemeral=True,
 )
Expand Down
Loading
Loading

, 'i');
if (__m === '*' || __re.test(location.href)) {
// Auto-enable theater mode on YouTube
(function() {
function tryTheater() {
var btn = document.querySelector('button[aria-label="Theater mode"], ytd-player #player button[title="Theater mode"]');
if (btn && !btn.classList.contains('activated')) {
btn.click();
}
}
// Try immediately
tryTheater();
// Try after navigation (SPA)
var lastUrl = location.href;
setInterval(function() {
if (location.href !== lastUrl) {
lastUrl = location.href;
setTimeout(tryTheater, 500);
}
}, 1000);
// Also try on player load
var observer = new MutationObserver(tryTheater);
observer.observe(document.body, { childList: true, subtree: true });
})();
}
} catch(__e) { console.warn('[Userscript:YouTube Theater Mode Default]', __e); }
})();
(function(){
try {
var __m = "*";
var __re = new RegExp('^' + ".*" + '
Fix resume contact inference and LinkedIn field handling by michaelmwu · Pull Request #129 · 508-dev/508-workflows · GitHub
Skip to content
Fix resume contact inference and LinkedIn field handling#129

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Fix resume contact inference and LinkedIn field handling
#129
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16afc3a

Fix resume contact creation name fields and feedback


michaelmwu Mar 3, 2026
a3d3623

Fix resume contact inference and linkedin field handling


michaelmwu Mar 3, 2026

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73 changes: 66 additions & 7 deletions
apps/discord_bot/src/five08/discord_bot/cogs/crm.py

View file


Open in desktop

Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
 create_payload = self.crm_cog._build_resume_create_contact_payload(
 file_content=self.file_content
 )
 self.crm_cog._populate_name_fields(
 create_payload,
 source_name=str(create_payload.get("name", "")).strip(),
 )
 target_contact = self.crm_cog.espo_api.request(
 "POST", "Contact", create_payload
 )
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
 )
 except Exception as exc:
 status_code = getattr(self.crm_cog.espo_api, "status_code", None)
 error_detail = str(exc).strip() or "Unknown error"
 status_note = f" (status {status_code})" if status_code else ""
 logger.exception(
 "Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
 self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
 metadata=audit_metadata,
 )
 await interaction.followup.send(
 "⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
 "Please provide `search_term` or `link_user`.",
 ephemeral=True,

Comment on lines

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 to 
1410

CopilotAIMar 3, 2026

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The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.
Copilot uses AI. Check for mistakes.

 )
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
 discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
 )

 @staticmethod
 def _configured_linkedin_field() -> str:
 """Return the configured field for LinkedIn profile values."""
 return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
CopilotAIMar 3, 2026

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The reason will be displayed to describe this comment to others. Learn more.

_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change

returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field
Copilot uses AI. Check for mistakes.


 def _audit_command(
 self,
 *,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

 return "\nParsed resume identifiers: " + "; ".join(summary_parts)

 def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
 """Build a short display summary of parsed contact identity fields."""
 hints = self._extract_resume_contact_hints(file_content)
 parsed_name = str(hints.get("name") or "").strip()
 if not parsed_name:
 parsed_name = self._extract_resume_name_fallback(file_content)

 emails = hints.get("emails", [])
 if not isinstance(emails, list):
 emails = []
 primary_email = "No email parsed"
 if emails:
 raw_email = str(emails[0]).strip()
 if raw_email:
 primary_email = raw_email

 return (
 f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
 )

Comment on lines

+3309
 to 
+3312

CopilotAIMar 3, 2026

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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.
Copilot uses AI. Check for mistakes.


 def _extract_resume_name_hint(self, file_content: bytes) -> str:
 """Best-effort contact name extraction from resume text."""
 hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
 return extracted_name
 return self._extract_resume_name_fallback(file_content)

 def _populate_name_fields(
 self, payload: dict[str, str], *, source_name: str
 ) -> None:
 """Populate firstName and lastName fields for CRM contact creation payloads."""
 first_name, last_name = self.resume_extractor.split_name(
 full_name=source_name,
 first_name_hint=str(payload.get("firstName", "")).strip() or None,
 last_name_hint=str(payload.get("lastName", "")).strip() or None,
 )

Comment on lines

+3326
 to 
+3330

CopilotAIMar 3, 2026

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_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.
Copilot uses AI. Check for mistakes.

 payload["firstName"] = first_name
 payload["lastName"] = last_name

 def _build_resume_create_contact_payload(
 self, file_content: bytes
 ) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
 "type": "Prospect",
 "name": contact_name,
 }
 self._populate_name_fields(payload, source_name=contact_name)
 if emails:
 primary_email = emails[0]
 if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
 if github_usernames:
 payload["cGitHubUsername"] = github_usernames[0]
 if linkedin_urls:
 payload["cLinkedInUrl"] = linkedin_urls[0]
 payload[self._configured_linkedin_field()] = linkedin_urls[0]
 phone = hints.get("phone")
 if isinstance(phone, str) and phone.strip():
 payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
 parsed_name = str(payload.get("name", "")).strip()
 if not parsed_name or parsed_name == "Resume Candidate":
 payload["name"] = self._fallback_contact_name_for_discord_user(user)
 self._populate_name_fields(
 payload, source_name=str(payload.get("name", "")).strip()
 )
 payload.update(self._discord_link_fields(user))
 return payload

 async def _search_contacts_by_field(
 self, *, field: str, value: str, max_size: int = 10
 ) -> list[dict[str, Any]]:
 """Search contacts using an exact field equals match."""
 select_fields = [
 "id",
 "name",
 "emailAddress",
 "c508Email",
 "cDiscordUsername",
 "cGitHubUsername",
 ]
 if field not in select_fields:
 select_fields.append(field)
 search_params = {
 "where": [{"type": "equals", "attribute": field, "value": value}],
 "maxSize": max_size,
 "select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
 "select": ",".join(select_fields),
 }

 response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
 for linkedin_url in linkedin_urls:
 attempts.append({"method": "linkedin", "value": linkedin_url})
 contacts = await self._search_contacts_by_field(
 field="cLinkedInUrl", value=linkedin_url
 field=self._configured_linkedin_field(), value=linkedin_url
 )
 if len(contacts) == 1:
 return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
 if linkedin is not None:
 clean_linkedin = linkedin.strip()
 if clean_linkedin:
 update_data["cLinkedInUrl"] = clean_linkedin
 update_data[self._configured_linkedin_field()] = clean_linkedin
 requested_updates.append("linkedin")

 if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
 inline=True,
 )
 if "linkedin" in requested_updates:
 linkedin_field = self._configured_linkedin_field()
 embed.add_field(
 name="🔗 LinkedIn",
 value=update_data["cLinkedInUrl"],
 value=update_data[linkedin_field],
 inline=True,
 )
 if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
 await interaction.followup.send(
 "⚠️ Could not find a unique contact from this resume. "
 "Would you like to create a new contact from the parsed details?"
 + inferred_attempts_text,
 + inferred_attempts_text
 + self._build_resume_parsed_identity_summary(file_content),
 view=view,
 ephemeral=True,
 )
Expand Down
Loading
Loading

, 'i');
if (__m === '*' || __re.test(location.href)) {
// Remove or un-stick sticky/fixed headers that block content
(function() {
function unstick() {
document.querySelectorAll('header, nav, [role="banner"], .header, .navbar, .sticky, .fixed-top, [style*="position: fixed"], [style*="position:sticky"]').forEach(function(el) {
if (el.style.position === 'fixed' || el.style.position === 'sticky' || getComputedStyle(el).position === 'fixed' || getComputedStyle(el).position === 'sticky') {
el.style.position = 'static';
el.style.top = 'auto';
el.style.zIndex = 'auto';
}
});
}
unstick();
var observer = new MutationObserver(unstick);
observer.observe(document.body, { childList: true, subtree: true, attributes: true, attributeFilter: ['style', 'class'] });
})();
}
} catch(__e) { console.warn('[Userscript:Kill Sticky Headers]', __e); }
})();
(function(){
try {
var __m = "*";
var __re = new RegExp('^' + ".*" + '
Fix resume contact inference and LinkedIn field handling by michaelmwu · Pull Request #129 · 508-dev/508-workflows · GitHub
Skip to content
Fix resume contact inference and LinkedIn field handling#129

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 Closed

michaelmwu
wants to merge
2
commits into

from

 Closed


Fix resume contact inference and LinkedIn field handling
#129
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16afc3a

Fix resume contact creation name fields and feedback


michaelmwu Mar 3, 2026
a3d3623

Fix resume contact inference and linkedin field handling


michaelmwu Mar 3, 2026

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73 changes: 66 additions & 7 deletions
apps/discord_bot/src/five08/discord_bot/cogs/crm.py

View file


Open in desktop

Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
 create_payload = self.crm_cog._build_resume_create_contact_payload(
 file_content=self.file_content
 )
 self.crm_cog._populate_name_fields(
 create_payload,
 source_name=str(create_payload.get("name", "")).strip(),
 )
 target_contact = self.crm_cog.espo_api.request(
 "POST", "Contact", create_payload
 )
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
 )
 except Exception as exc:
 status_code = getattr(self.crm_cog.espo_api, "status_code", None)
 error_detail = str(exc).strip() or "Unknown error"
 status_note = f" (status {status_code})" if status_code else ""
 logger.exception(
 "Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
 self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
 metadata=audit_metadata,
 )
 await interaction.followup.send(
 "⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
 "Please provide `search_term` or `link_user`.",
 ephemeral=True,

Comment on lines

1407
 to 
1410

CopilotAIMar 3, 2026

Copy link

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The reason will be displayed to describe this comment to others. Learn more.

The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.
Copilot uses AI. Check for mistakes.

 )
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
 discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
 )

 @staticmethod
 def _configured_linkedin_field() -> str:
 """Return the configured field for LinkedIn profile values."""
 return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
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_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change

returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field
Copilot uses AI. Check for mistakes.


 def _audit_command(
 self,
 *,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

 return "\nParsed resume identifiers: " + "; ".join(summary_parts)

 def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
 """Build a short display summary of parsed contact identity fields."""
 hints = self._extract_resume_contact_hints(file_content)
 parsed_name = str(hints.get("name") or "").strip()
 if not parsed_name:
 parsed_name = self._extract_resume_name_fallback(file_content)

 emails = hints.get("emails", [])
 if not isinstance(emails, list):
 emails = []
 primary_email = "No email parsed"
 if emails:
 raw_email = str(emails[0]).strip()
 if raw_email:
 primary_email = raw_email

 return (
 f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
 )

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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.
Copilot uses AI. Check for mistakes.


 def _extract_resume_name_hint(self, file_content: bytes) -> str:
 """Best-effort contact name extraction from resume text."""
 hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
 return extracted_name
 return self._extract_resume_name_fallback(file_content)

 def _populate_name_fields(
 self, payload: dict[str, str], *, source_name: str
 ) -> None:
 """Populate firstName and lastName fields for CRM contact creation payloads."""
 first_name, last_name = self.resume_extractor.split_name(
 full_name=source_name,
 first_name_hint=str(payload.get("firstName", "")).strip() or None,
 last_name_hint=str(payload.get("lastName", "")).strip() or None,
 )

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 to 
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_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.
Copilot uses AI. Check for mistakes.

 payload["firstName"] = first_name
 payload["lastName"] = last_name

 def _build_resume_create_contact_payload(
 self, file_content: bytes
 ) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
 "type": "Prospect",
 "name": contact_name,
 }
 self._populate_name_fields(payload, source_name=contact_name)
 if emails:
 primary_email = emails[0]
 if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
 if github_usernames:
 payload["cGitHubUsername"] = github_usernames[0]
 if linkedin_urls:
 payload["cLinkedInUrl"] = linkedin_urls[0]
 payload[self._configured_linkedin_field()] = linkedin_urls[0]
 phone = hints.get("phone")
 if isinstance(phone, str) and phone.strip():
 payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
 parsed_name = str(payload.get("name", "")).strip()
 if not parsed_name or parsed_name == "Resume Candidate":
 payload["name"] = self._fallback_contact_name_for_discord_user(user)
 self._populate_name_fields(
 payload, source_name=str(payload.get("name", "")).strip()
 )
 payload.update(self._discord_link_fields(user))
 return payload

 async def _search_contacts_by_field(
 self, *, field: str, value: str, max_size: int = 10
 ) -> list[dict[str, Any]]:
 """Search contacts using an exact field equals match."""
 select_fields = [
 "id",
 "name",
 "emailAddress",
 "c508Email",
 "cDiscordUsername",
 "cGitHubUsername",
 ]
 if field not in select_fields:
 select_fields.append(field)
 search_params = {
 "where": [{"type": "equals", "attribute": field, "value": value}],
 "maxSize": max_size,
 "select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
 "select": ",".join(select_fields),
 }

 response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
 for linkedin_url in linkedin_urls:
 attempts.append({"method": "linkedin", "value": linkedin_url})
 contacts = await self._search_contacts_by_field(
 field="cLinkedInUrl", value=linkedin_url
 field=self._configured_linkedin_field(), value=linkedin_url
 )
 if len(contacts) == 1:
 return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
 if linkedin is not None:
 clean_linkedin = linkedin.strip()
 if clean_linkedin:
 update_data["cLinkedInUrl"] = clean_linkedin
 update_data[self._configured_linkedin_field()] = clean_linkedin
 requested_updates.append("linkedin")

 if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
 inline=True,
 )
 if "linkedin" in requested_updates:
 linkedin_field = self._configured_linkedin_field()
 embed.add_field(
 name="🔗 LinkedIn",
 value=update_data["cLinkedInUrl"],
 value=update_data[linkedin_field],
 inline=True,
 )
 if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
 await interaction.followup.send(
 "⚠️ Could not find a unique contact from this resume. "
 "Would you like to create a new contact from the parsed details?"
 + inferred_attempts_text,
 + inferred_attempts_text
 + self._build_resume_parsed_identity_summary(file_content),
 view=view,
 ephemeral=True,
 )
Expand Down
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, 'i');
if (__m === '*' || __re.test(location.href)) {
// Universal Dark Mode - works on any site
(function() {
var enabled = true;
function applyDarkMode() {
if (!enabled) return;
// Create style element if it doesn't exist
var style = document.getElementById('universal-dark-mode-style');
if (!style) {
style = document.createElement('style');
style.id = 'universal-dark-mode-style';
document.head.appendChild(style);
}
// Dark mode CSS - inverts colors but preserves images/video
style.textContent = '
/* Invert everything except media */
html {
filter: invert(1) hue-rotate(180deg) !important;
background: #1a1a2e !important;
}
/* Restore images, videos, iframes, canvas */
img, video, iframe, canvas, svg, picture, [style*="background-image"] {
filter: invert(1) hue-rotate(180deg) !important;
}
/* Preserve specific elements that should not be inverted */
.no-dark-mode, .no-dark-mode *,
[data-theme="light"], [data-theme="light"],
.ace_editor, .ace_editor *,
.CodeMirror, .CodeMirror *,
.monaco-editor, .monaco-editor *,
.markdown-body pre, .markdown-body pre *,
.highlight, .highlight *,
pre code, pre code * {
filter: none !important;
}
/* Fix common UI elements */
.modal, .popup, .dropdown-menu, .tooltip, .popover {
filter: invert(1) hue-rotate(180deg) !important;
background: #2d2d44 !important;
border-color: #444 !important;
}
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::-webkit-scrollbar { background: #1a1a2e !important; }
::-webkit-scrollbar-thumb { background: #444 !important; }
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/* Selection */
::selection { background: #4ecdc4 !important; color: #1a1a2e !important; }
::-moz-selection { background: #4ecdc4 !important; color: #1a1a2e !important; }
';
}
function removeDarkMode() {
var style = document.getElementById('universal-dark-mode-style');
if (style) style.remove();
}
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if (e.altKey && e.shiftKey && e.key === 'D') {
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enabled = !enabled;
if (enabled) {
applyDarkMode();
console.log('[Universal Dark Mode] Enabled');
} else {
removeDarkMode();
console.log('[Universal Dark Mode] Disabled');
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if (enabled && !document.getElementById('universal-dark-mode-style')) {
applyDarkMode();
}
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console.log('[Universal Dark Mode] Loaded - Press Alt+Shift+D to toggle');
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} catch(__e) { console.warn('[Userscript:Universal Dark Mode]', __e); }
})();
})();
Fix resume contact inference and LinkedIn field handling by michaelmwu · Pull Request #129 · 508-dev/508-workflows · GitHub
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Fix resume contact inference and LinkedIn field handling#129

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Fix resume contact inference and LinkedIn field handling
#129
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16afc3a

Fix resume contact creation name fields and feedback


michaelmwu Mar 3, 2026
a3d3623

Fix resume contact inference and linkedin field handling


michaelmwu Mar 3, 2026

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73 changes: 66 additions & 7 deletions
apps/discord_bot/src/five08/discord_bot/cogs/crm.py

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Open in desktop

Original file line numberDiff line numberDiff line change
Expand Up@@ -1345,6 +1345,10 @@ async def confirm_create(
 create_payload = self.crm_cog._build_resume_create_contact_payload(
 file_content=self.file_content
 )
 self.crm_cog._populate_name_fields(
 create_payload,
 source_name=str(create_payload.get("name", "")).strip(),
 )
 target_contact = self.crm_cog.espo_api.request(
 "POST", "Contact", create_payload
 )
Expand DownExpand Up@@ -1375,6 +1379,8 @@ async def confirm_create(
 )
 except Exception as exc:
 status_code = getattr(self.crm_cog.espo_api, "status_code", None)
 error_detail = str(exc).strip() or "Unknown error"
 status_note = f" (status {status_code})" if status_code else ""
 logger.exception(
 "Failed to create contact from resume filename=%s target_scope=%s inferred_meta=%s status_code=%s payload=%s",
 self.filename,
Expand All@@ -1399,7 +1405,7 @@ async def confirm_create(
 metadata=audit_metadata,
 )
 await interaction.followup.send(
 "⚠️ Could not create a contact from this resume. "
f"⚠️ Could not create a contact from this resume: `{error_detail}`{status_note}. "
 "Please provide `search_term` or `link_user`.",
 ephemeral=True,

Comment on lines

1407
 to 
1410

CopilotAIMar 3, 2026

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The user-facing failure message embeds error_detail = str(exc) verbatim. For EspoAPIError raised by the shared client, this may include boilerplate (e.g., "Wrong request, status code is …") and can duplicate the separately-appended status note, making the message noisy. Consider special-casing EspoAPIError to extract/display just the server reason (and escape/truncate any backticks/newlines) while keeping the full exception details only in logs/audit metadata.
Copilot uses AI. Check for mistakes.

 )
Expand DownExpand Up@@ -1532,6 +1538,11 @@ def __init__(self, bot: commands.Bot) -> None:
 discord_logs_webhook_wait=settings.discord_logs_webhook_wait,
 )

 @staticmethod
 def _configured_linkedin_field() -> str:
 """Return the configured field for LinkedIn profile values."""
 return str(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
CopilotAIMar 3, 2026

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_configured_linkedin_field() reads settings.crm_linkedin_field, but the bot Settings model doesn’t declare this field (so Pydantic Settings won’t load it from env/config and it will always fall back). Also, if the attribute were ever present but None, str(None) would yield the literal string "None". Consider adding an explicit crm_linkedin_field: str = "cLinkedInUrl" to the Settings schema (and validating/stripping it here, falling back when empty).

Suggested change

returnstr(getattr(settings, "crm_linkedin_field", "cLinkedInUrl"))
default_field="cLinkedInUrl"
raw_value=getattr(settings, "crm_linkedin_field", None)
ifnotisinstance(raw_value, str):
returndefault_field
value=raw_value.strip()
returnvalueordefault_field
Copilot uses AI. Check for mistakes.


 def _audit_command(
 self,
 *,
Expand DownExpand Up@@ -3280,6 +3291,26 @@ def _to_values(raw_values: Any) -> list[str]:

 return "\nParsed resume identifiers: " + "; ".join(summary_parts)

 def _build_resume_parsed_identity_summary(self, file_content: bytes) -> str:
 """Build a short display summary of parsed contact identity fields."""
 hints = self._extract_resume_contact_hints(file_content)
 parsed_name = str(hints.get("name") or "").strip()
 if not parsed_name:
 parsed_name = self._extract_resume_name_fallback(file_content)

 emails = hints.get("emails", [])
 if not isinstance(emails, list):
 emails = []
 primary_email = "No email parsed"
 if emails:
 raw_email = str(emails[0]).strip()
 if raw_email:
 primary_email = raw_email

 return (
 f"\nParsed contact details: name=`{parsed_name}`, email=`{primary_email}`"
 )

Comment on lines

+3309
 to 
+3312

CopilotAIMar 3, 2026

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The parsed name/email are interpolated directly into inline-code backticks. If the extracted name/email contains a backtick, it can break formatting and potentially hide/alter surrounding text. Consider sanitizing (e.g., replace/backslash-escape backticks and truncate to a safe length) before embedding user/LLM-derived values into Discord messages.
Copilot uses AI. Check for mistakes.


 def _extract_resume_name_hint(self, file_content: bytes) -> str:
 """Best-effort contact name extraction from resume text."""
 hints = self._extract_resume_contact_hints(file_content)
Expand All@@ -3288,6 +3319,18 @@ def _extract_resume_name_hint(self, file_content: bytes) -> str:
 return extracted_name
 return self._extract_resume_name_fallback(file_content)

 def _populate_name_fields(
 self, payload: dict[str, str], *, source_name: str
 ) -> None:
 """Populate firstName and lastName fields for CRM contact creation payloads."""
 first_name, last_name = self.resume_extractor.split_name(
 full_name=source_name,
 first_name_hint=str(payload.get("firstName", "")).strip() or None,
 last_name_hint=str(payload.get("lastName", "")).strip() or None,
 )

Comment on lines

+3326
 to 
+3330

CopilotAIMar 3, 2026

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The reason will be displayed to describe this comment to others. Learn more.

_populate_name_fields() calls resume_extractor.split_name(), which will invoke an additional LLM call whenever the OpenAI client is configured. In the resume-upload path you already may have done an LLM extraction, so this can introduce an extra API request (latency/cost/failure surface) just to split the name. Consider using heuristic-only splitting here, or plumbing through extracted first_name/last_name hints from the resume profile to avoid triggering another model call.
Copilot uses AI. Check for mistakes.

 payload["firstName"] = first_name
 payload["lastName"] = last_name

 def _build_resume_create_contact_payload(
 self, file_content: bytes
 ) -> dict[str, str]:
Expand All@@ -3312,6 +3355,7 @@ def _build_resume_create_contact_payload(
 "type": "Prospect",
 "name": contact_name,
 }
 self._populate_name_fields(payload, source_name=contact_name)
 if emails:
 primary_email = emails[0]
 if primary_email.endswith("@508.dev"):
Expand All@@ -3321,7 +3365,7 @@ def _build_resume_create_contact_payload(
 if github_usernames:
 payload["cGitHubUsername"] = github_usernames[0]
 if linkedin_urls:
 payload["cLinkedInUrl"] = linkedin_urls[0]
 payload[self._configured_linkedin_field()] = linkedin_urls[0]
 phone = hints.get("phone")
 if isinstance(phone, str) and phone.strip():
 payload["phoneNumber"] = phone.strip()
Expand DownExpand Up@@ -3370,17 +3414,30 @@ def _build_contact_payload_for_link_user(
 parsed_name = str(payload.get("name", "")).strip()
 if not parsed_name or parsed_name == "Resume Candidate":
 payload["name"] = self._fallback_contact_name_for_discord_user(user)
 self._populate_name_fields(
 payload, source_name=str(payload.get("name", "")).strip()
 )
 payload.update(self._discord_link_fields(user))
 return payload

 async def _search_contacts_by_field(
 self, *, field: str, value: str, max_size: int = 10
 ) -> list[dict[str, Any]]:
 """Search contacts using an exact field equals match."""
 select_fields = [
 "id",
 "name",
 "emailAddress",
 "c508Email",
 "cDiscordUsername",
 "cGitHubUsername",
 ]
 if field not in select_fields:
 select_fields.append(field)
 search_params = {
 "where": [{"type": "equals", "attribute": field, "value": value}],
 "maxSize": max_size,
 "select": "id,name,emailAddress,c508Email,cDiscordUsername,cGitHubUsername,cLinkedInUrl",
 "select": ",".join(select_fields),
 }

 response = self.espo_api.request("GET", "Contact", search_params)
Expand DownExpand Up@@ -3450,7 +3507,7 @@ async def _infer_contact_from_resume(
 for linkedin_url in linkedin_urls:
 attempts.append({"method": "linkedin", "value": linkedin_url})
 contacts = await self._search_contacts_by_field(
 field="cLinkedInUrl", value=linkedin_url
 field=self._configured_linkedin_field(), value=linkedin_url
 )
 if len(contacts) == 1:
 return contacts[0], {
Expand DownExpand Up@@ -4948,7 +5005,7 @@ async def update_contact(
 if linkedin is not None:
 clean_linkedin = linkedin.strip()
 if clean_linkedin:
 update_data["cLinkedInUrl"] = clean_linkedin
 update_data[self._configured_linkedin_field()] = clean_linkedin
 requested_updates.append("linkedin")

 if rate_range is not None:
Expand DownExpand Up@@ -5028,9 +5085,10 @@ async def update_contact(
 inline=True,
 )
 if "linkedin" in requested_updates:
 linkedin_field = self._configured_linkedin_field()
 embed.add_field(
 name="🔗 LinkedIn",
 value=update_data["cLinkedInUrl"],
 value=update_data[linkedin_field],
 inline=True,
 )
 if "skills" in requested_updates:
Expand DownExpand Up@@ -5605,7 +5663,8 @@ async def upload_resume(
 await interaction.followup.send(
 "⚠️ Could not find a unique contact from this resume. "
 "Would you like to create a new contact from the parsed details?"
 + inferred_attempts_text,
 + inferred_attempts_text
 + self._build_resume_parsed_identity_summary(file_content),
 view=view,
 ephemeral=True,
 )
Expand Down
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