clientflow_backend/RELEASE_NOTES_v4928_1_5_24.md

ClientFlow v4928.1.5.24 — Contact-person greeting for follow-up drafts

Incremental update over v4928.1.5.23.

Changes

• Adds deterministic recipient resolution for follow-up drafts from personal email addresses.
• Example: nuno.silva@verifone.com resolves to Nuno Silva, first name Nuno, high confidence.
• Generic mailboxes such as info@, geral@, comercial@, vendas@, escritorio@ are not treated as people.
• Dedicated OpenAI follow-up prompt now receives:
  • contact person full name,
  • first name,
  • confidence,
  • source of the inference,
  • preferred greeting.
• Generated follow-up drafts are post-processed to preserve the preferred greeting.
• Safe fallback templates also receive the same preferred greeting when OpenAI is disabled/unavailable.
• Task detail UI now shows a small contact-person card when a person was safely resolved.

Example

For a follow-up task with:

• Company: Verifone Portugal, Lda
• Email: nuno.silva@verifone.com

The greeting becomes:

Bom dia Sr. Nuno,

For generic emails such as escritorio@eficen.pt, the greeting remains neutral:

Bom dia,

Validation

python -m compileall -q app tests scripts
pytest -q
292 passed