# ✅ Icarus Phase 4 — Director Approval & Execution Orders

**Approved by:** Matt (Director)  
**Date:** 2026-04-26  
**Status:** EXECUTE IMMEDIATELY  

---

## 📋 Approved Scope

### Phase 4 Implementation (Immediate)

| Component | Specification | Location |
|-----------|-------------|----------|
| Family context | Hardcoded FAMILY_CONTEXT string | `briefing/generator.py` |
| Family member detection | Model inference + inline keyboard fallback | `telegram/handler.py` |
| Bot handler | Webhook endpoint, file download, formatting | `telegram/handler.py` |
| API endpoint | `/telegram/webhook` | `api.py` |

**Family Context (Hardcoded for Phase 4):**
```python
FAMILY_CONTEXT = """
FAMILY MEMBERS:
- Sullivan (Sully): 1st grade, St. John's Elementary, teacher Mrs. Smith, likes dinosaurs/space/lego
- Harper: pre-K, St. John's Elementary, teacher Ms. Johnson, likes unicorns/dance/art  
- Aundrea: Mom, works at hospital
- Matt: Dad, software engineer

INFERENCE RULES:
- "1st grade", "first grade", "grade 1", "Mrs. Smith" → Sully (confidence: 0.95)
- "pre-K", "preschool", "4 years old", "Ms. Johnson" → Harper (confidence: 0.90)
- "parent-teacher conference", "both parents" → Aundrea + Matt (confidence: 0.80)
"""
```

---

## 🏗️ Phase 5 Constraint (Documented)

**When building YAML inference_rules:**
- Pattern matching → **Deterministic Python logic** (pre-inference)
- Rules are **NOT** passed to LLM prompt
- Architecture: Match → Confidence score → Assignment
- Only unmatched docs go to LLM for fuzzy inference

**Rationale:** Separation of concerns. Fast deterministic matching for known patterns, LLM for edge cases.

---

## 🎯 Success Criteria

1. ✅ Telegram bot responds to `/start`
2. ✅ Image/PDF upload → briefing card with family assignment
3. ✅ Low confidence → inline keyboard asks "Who is this for?"
4. ✅ Selection → full briefing with "Assigned to: [name]"
5. ✅ Webhook configured and responding

---

## 📚 Files to Update

| File | Action |
|------|--------|
| `briefing/generator.py` | Add FAMILY_CONTEXT, enhance prompt |
| `telegram/handler.py` | Create, implement webhook handler |
| `api.py` | Add `/telegram/webhook` endpoint |
| `config/staging.py` | Verify TELEGRAM_BOT_TOKEN present |

---

## 🔧 Deployment Commands

```bash
# Install httpx if not present
pip install --break-system-packages httpx

# Restart service
sudo systemctl restart icarus-staging.service

# Set webhook
BOT_TOKEN="8469114191:AAG6w4-uo4VZ8HV3d_wGUOf-KFuvJhSMCbw"
curl -X POST "https://api.telegram.org/bot${BOT_TOKEN}/setWebhook" \
    -d "url=https://icarus-test.hoffdesk.com/telegram/webhook"

# Verify
curl "https://api.telegram.org/bot${BOT_TOKEN}/getWebhookInfo"
```

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**EXECUTE. Socrates to implement. Daily status updates to session.**

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*Questions: @mention Wadsworth in The Hoffmann Board*