gbp-snapshot-intake v1.2 — surface, datetime, NOT_PRESENT/NOT_OBSERVED, PLACE_ID compute, category split

docs/templates/gbp-snapshot-intake.md

@@ -1,4 +1,4 @@
-# GBP Snapshot Intake v1.1
+# GBP Snapshot Intake v1.2
 
 **Purpose:** Capture raw Google Business Profile / Maps observations with zero analysis.
 
@@ -6,60 +6,72 @@
 
 **Who consumes this:** Leonard / agents — map fields into Data Inventory only. Do not invent.
 
-**Status values to use:** Observed / Not observed / Unknown (or the specific options listed below)
+**Status vocabulary (required):**
+- `NOT_PRESENT` — looked; confirmed absent (evidence of absence)
+- `NOT_OBSERVED` — did not look or could not see (absence of evidence)
+- `Unknown` — only when signal is ambiguous after looking
+- Observed values: Yes / No / concrete text / numbers
+
+Do **not** use “Not visible” as a synonym; map to NOT_PRESENT or NOT_OBSERVED.
 
 ---
 
-## Snapshot Metadata
+## Snapshot Metadata (required)
 - **Client name:**
-- **Snapshot date (YYYY-MM-DD):**
+- **Snapshot datetime (ISO 8601 + timezone):** e.g. `2026-08-03T14:30:00-07:00`
 - **Source:** Human eye on Maps / Places API / Owner dashboard
+- **Observation surface:** desktop_maps / mobile_maps / knowledge_panel / other
 - **Maps or Place URL:**
-- **Place ID (if known):**
+- **Place ID:** (if known; else leave blank — agent **computes from URL** when possible)
 
 ## Core Fields
 - **Business name shown:**
-- **Address shown:**
+- **Address shown (exact string):**
-- **Phone shown:**
+- **Address canonical (optional normalize):** Suite not #; full street type
+- **Phone shown (full digits only; no masking):**
 - **Website shown:**
-- **Primary category:**
+- **Primary category (ONE canonical GBP category only):**
-- **Additional categories:**
+- **Additional categories (list; separate from primary):**
 
 ## Reputation
 - **Star rating:**
 - **Review count:**
-- **Review responses observed:** Yes / No / Unknown
+- **Review responses observed:** Yes / No / NOT_OBSERVED
-- **Approx how many responses / how recent (optional):**
+- **If Yes — how many of N have owner replies:**
+- **If Yes — most recent owner response age/date (approx):**
 
 ## Ownership / Claim Signals
-- **“Own this business?” prompt visible:** Yes / No / Unknown
+- **“Own this business?” prompt visible:** Yes / No / NOT_OBSERVED
-- **Claimed status (your best judgment):** Yes / No / Unknown
+- **Claimed status (observed or inferred):** Claimed / Unclaimed / Likely Claimed — inferred / Unknown
-- **Verified badge or equivalent observed:** Yes / No / Unknown
+- **If inferred — list signals used:**
+- **Verified badge observed:** Yes / No / NOT_OBSERVED
 
 ## Operations
 - **Hours listed:** Yes / No
-- **Hours text (paste if short):**
+- **Hours text:**
-- **Open now indicator observed:** Yes / No / Unknown
+- **Open now indicator:** Yes / No / NOT_OBSERVED (only valid with snapshot datetime+TZ)
 
-## Conversion
+## Conversion (complete the whole action-button row if any button is observed)
-- **Booking button present on the GBP (not the website):** Yes / No / Unknown
+- **Booking button present on the GBP (not the website):** Yes / No / NOT_OBSERVED
 - **Booking button label (if any):**
-- **Messaging button present:** Yes / No / Unknown
+- **Messaging button present:** Yes / No / NOT_OBSERVED
 - **Other action buttons observed:**
 
 ## Content Surface
 - **Photos present:** Yes / No
 - **Approx photo count:**
-- **Services listed:**
+- **Services listed (exact labels):**
-- **Updates / Posts status:** Present with content / Present but empty / Not visible
+- **Posts section present:** Yes / No / NOT_OBSERVED
+- **Post count (0 if empty section):**
 - **Most recent post date (approx, optional):**
-- **Q&A status:** Visible + has answers / Visible but empty / Not visible
+- **Q&A status:** answers present / empty / NOT_PRESENT / NOT_OBSERVED
 - **Attributes / highlights visible (optional):**
 
 ## Related Listings
 - **Second related listing nearby:** Yes / No / Unknown
 - **Related listing name(s):**
 - **Related listing notes (factual only):**
+- **Secondary feature IDs from MAPS_URL (if parsed):**
 
 ## Raw notes (optional, factual only)
 -
@@ -69,10 +81,10 @@
 ## Agent mapping rules (do not reason beyond this)
 
 1. Copy each filled field into the **GBP row** of the client Data Inventory.
-2. If a field is blank, write `Not observed`.
+2. Blank → `NOT_OBSERVED` (not “Unknown” unless truly ambiguous after looking).
-3. Set **Verification Tier** to:
+3. If MAPS_URL present and PLACE_ID blank → **compute** place/feature IDs from URL; never leave PLACE_ID blank when derivable.
-   - `Tier 1` only if Source = Owner dashboard or owner-confirmed export
+4. PRIMARY_CATEGORY must be a single value; if intake has multiple tokens → mark **INVALID_CAPTURE** and do not invent a primary.
-   - otherwise `Tier 2`
+5. Verification Tier: Tier 1 only if Source = Owner dashboard or owner-confirmed; else Tier 2.
-4. Set **Snapshot Date** to the intake Snapshot date.
+6. Snapshot Date/time from intake datetime.
-5. Do not create new threats unless a Threat Trigger Rule fires (see execution card).
+7. Do not create threats unless a Threat Trigger Rule fires (execution card).
-6. Do not add severity, recommendations, or competitor comparisons.
+8. Do not add severity upgrades, recommendations, or competitor claims.