Verify contact

flexus_client_kit/ckit_integrations_db.py

@@ -321,12 +321,13 @@ def _setup_erp(obj, rcx, _tam=tools_and_methods):
                 "manage_contact": (fi_crm.MANAGE_CRM_CONTACT_TOOL, "handle_manage_crm_contact"),
                 "manage_deal": (fi_crm.MANAGE_CRM_DEAL_TOOL, "handle_manage_crm_deal"),
                 "log_activity": (fi_crm.LOG_CRM_ACTIVITY_TOOL, "handle_log_crm_activity"),
+                "verify_email": (fi_crm.VERIFY_EMAIL_TOOL, "handle_verify_email"),
             }
             if subset is None:
                 subset = list(tool_map.keys())
             tools_and_methods = [(tool_map[s][0], tool_map[s][1]) for s in subset]
             async def _init_crm(rcx, setup):
-                return fi_crm.IntegrationCrm(rcx.fclient, rcx.persona.ws_id)
+                return fi_crm.IntegrationCrm(rcx.fclient, rcx.persona.ws_id, rcx)
             def _setup_crm(obj, rcx, _tam=tools_and_methods):
                 for tool, method_name in _tam:
                     rcx.on_tool_call(tool.name)(getattr(obj, method_name))

flexus_client_kit/integrations/fi_crm.py

@@ -1,10 +1,17 @@
+import logging
 import time
-from typing import Dict, Any, Optional
+from typing import Dict, Any, Optional, TYPE_CHECKING
 
+import gql
 import gql.transport.exceptions
 
 from flexus_client_kit import ckit_cloudtool, ckit_client, ckit_erp, erp_schema
 
+if TYPE_CHECKING:
+    from flexus_client_kit import ckit_bot_exec
+
+logger = logging.getLogger("fi_crm")
+
 
 LOG_CRM_ACTIVITY_TOOL = ckit_cloudtool.CloudTool(
     strict=False,
@@ -35,17 +42,33 @@
 MANAGE_CRM_CONTACT_TOOL = ckit_cloudtool.CloudTool(
     strict=False,
     name="manage_crm_contact",
-    description="Create or patch a CRM contact. Call op='help' to see available fields.",
+    description="Manage CRM contact for the current chat: create/patch, get_summary (with latest 2 deals/orders/activities), get_all_deals, get_all_orders, get_all_activities.",
     parameters={
         "type": "object",
         "properties": {
-            "op": {"type": "string", "enum": ["help", "create", "patch"], "order": 1},
+            "op": {"type": "string", "enum": ["create", "patch", "get_summary", "get_all_deals", "get_all_orders", "get_all_activities"], "order": 1},
             "args": {"type": "object", "description": "Contact fields; include contact_id for patch", "order": 2},
         },
         "required": ["op"],
     },
 )
 
+VERIFY_EMAIL_TOOL = ckit_cloudtool.CloudTool(
+    strict=True,
+    name="verify_email",
+    description="Verify chat user's email: send_code sends a verification code, confirm_code checks it.",
+    parameters={
+        "type": "object",
+        "properties": {
+            "op": {"type": "string", "enum": ["send_code", "confirm_code"], "order": 1},
+            "email": {"type": "string", "order": 2},
+            "code": {"type": "string", "order": 3},
+        },
+        "required": ["op", "email", "code"],
+        "additionalProperties": False,
+    },
+)
+
 MANAGE_CRM_DEAL_TOOL = ckit_cloudtool.CloudTool(
     strict=False,
     name="manage_crm_deal",
@@ -69,17 +92,117 @@ async def find_contact_by_platform_id(fclient, ws_id: str, platform: str, identi
     return contacts[0].contact_id if contacts else None
 
 
+def _fmt_deal(d) -> str:
+    return f"  {d.deal_id}: {d.deal_title} stage={d.deal_stage} value={d.deal_value} {d.deal_currency}"
+
+def _fmt_order(o) -> str:
+    return f"  {o.order_number or o.order_id}: {o.order_total} {o.order_currency} financial={o.order_financial_status} fulfillment={o.order_fulfillment_status}"
+
+def _fmt_activity(a) -> str:
+    return f"  {a.activity_id}: {a.activity_type} {a.activity_direction} — {a.activity_title}"
+
+def _fmt_contact(c) -> list:
+    lines = [f"Contact: {c.contact_first_name} {c.contact_last_name} ({c.contact_id})"]
+    if c.contact_email: lines.append(f"Email: {c.contact_email}")
+    if c.contact_phone: lines.append(f"Phone: {c.contact_phone}")
+    if c.contact_tags: lines.append(f"Tags: {', '.join(c.contact_tags)}")
+    if c.contact_bant_score >= 0: lines.append(f"BANT: {c.contact_bant_score}")
+    if c.contact_notes: lines.append(f"Notes: {c.contact_notes[:200]}")
+    return lines
+
+
+CRM_SETUP_SCHEMA = [
+    {
+        "bs_name": "VERIFY_FROM",
+        "bs_type": "string_long",
+        "bs_default": "",
+        "bs_group": "CRM",
+        "bs_order": 1,
+        "bs_importance": 0,
+        "bs_description": "From address for identity verification emails sent to contacts (e.g. verify@yourdomain.com).",
+    },
+]
+
+
 class IntegrationCrm:
-    def __init__(self, fclient: ckit_client.FlexusClient, ws_id: str):
+    def __init__(self, fclient: ckit_client.FlexusClient, ws_id: str, rcx: 'ckit_bot_exec.RobotContext'):
         self.fclient = fclient
         self.ws_id = ws_id
+        self.rcx = rcx
+
+    async def handle_verify_email(self, toolcall: ckit_cloudtool.FCloudtoolCall, args: Dict[str, Any]) -> str:
+        op = args.get("op", "")
+        email = args.get("email", "")
+        pid = self.rcx.persona.persona_id
+        ft_id = toolcall.fcall_ft_id
+        http = await self.fclient.use_http()
+        try:
+            async with http as h:
+                if op == "send_code":
+                    r = await h.execute(gql.gql("""mutation VerifyThreadEmailSend($pid: String!, $email: String!, $ft_id: String!) {
+                        verify_thread_email_send(persona_id: $pid, email: $email, ft_id: $ft_id)
+                    }"""), variable_values={"pid": pid, "email": email, "ft_id": ft_id})
+                    return r["verify_thread_email_send"]
+                if op == "confirm_code":
+                    code = args.get("code", "")
+                    if not code:
+                        return "❌ code is required for confirm_code\n"
+                    r = await h.execute(gql.gql("""mutation VerifyThreadEmailConfirm($pid: String!, $ft_id: String!, $email: String!, $code: String!) {
+                        verify_thread_email_confirm(persona_id: $pid, ft_id: $ft_id, email: $email, code: $code)
+                    }"""), variable_values={"pid": pid, "ft_id": ft_id, "email": email, "code": code})
+                    return r["verify_thread_email_confirm"]
+        except gql.transport.exceptions.TransportQueryError as e:
+            return ckit_cloudtool.gql_error_4xx_to_model_reraise_5xx(e, op)
+        return f"❌ Unknown op: {op}\n"
 
     async def handle_manage_crm_contact(self, toolcall: ckit_cloudtool.FCloudtoolCall, args: Dict[str, Any]) -> str:
         op = args.get("op", "")
-        if op == "help":
-            return ckit_erp.format_table_meta_text("crm_contact", erp_schema.CrmContact)
+
+        if op.startswith("get_"):
+            t = self.rcx.latest_threads.get(toolcall.fcall_ft_id)
+            searchable = t.thread_fields.ft_app_searchable if t and t.thread_fields.ft_app_searchable else None
+            contact_id = None
+            if searchable and "/" in searchable:
+                platform, pid = searchable.split("/", 1)
+                contact_id = await find_contact_by_platform_id(self.fclient, self.ws_id, platform, pid)
+            if not contact_id:
+                return "No verified contact in this chat. Use verify_crm_identity first.\n"
+            try:
+                if op == "get_summary":
+                    contacts = await ckit_erp.query_erp_table(self.fclient, "crm_contact", self.ws_id, erp_schema.CrmContact, filters=f"contact_id:=:{contact_id}", limit=1)
+                    if not contacts:
+                        return f"Contact {contact_id} not found\n"
+                    lines = _fmt_contact(contacts[0])
+                    deals = await ckit_erp.query_erp_table(self.fclient, "crm_deal", self.ws_id, erp_schema.CrmDeal, filters=f"deal_contact_id:=:{contact_id}", limit=6)
+                    orders = await ckit_erp.query_erp_table(self.fclient, "com_order", self.ws_id, erp_schema.ComOrder, filters=f"order_contact_id:=:{contact_id}", limit=6)
+                    activities = await ckit_erp.query_erp_table(self.fclient, "crm_activity", self.ws_id, erp_schema.CrmActivity, filters=f"activity_contact_id:=:{contact_id}", limit=6)
+                    def _cnt(rows):
+                        return "5+" if len(rows) == 6 else str(len(rows))
+                    if deals: lines += [f"\nDeals ({_cnt(deals)}):"] + [_fmt_deal(d) for d in deals[:2]]
+                    if orders: lines += [f"\nOrders ({_cnt(orders)}):"] + [_fmt_order(o) for o in orders[:2]]
+                    if activities: lines += [f"\nActivities ({_cnt(activities)}):"] + [_fmt_activity(a) for a in activities[:2]]
+                    lines.append("\nUse get_all_deals/get_all_orders/get_all_activities for full lists.")
+                    return "\n".join(lines) + "\n"
+                if op == "get_all_deals":
+                    rows = await ckit_erp.query_erp_table(self.fclient, "crm_deal", self.ws_id, erp_schema.CrmDeal, filters=f"deal_contact_id:=:{contact_id}", limit=50)
+                    return "No deals.\n" if not rows else f"Deals ({len(rows)}):\n" + "\n".join(_fmt_deal(d) for d in rows) + "\n"
+                if op == "get_all_orders":
+                    rows = await ckit_erp.query_erp_table(self.fclient, "com_order", self.ws_id, erp_schema.ComOrder, filters=f"order_contact_id:=:{contact_id}", limit=50)
+                    return "No orders.\n" if not rows else f"Orders ({len(rows)}):\n" + "\n".join(_fmt_order(o) for o in rows) + "\n"
+                if op == "get_all_activities":
+                    rows = await ckit_erp.query_erp_table(self.fclient, "crm_activity", self.ws_id, erp_schema.CrmActivity, filters=f"activity_contact_id:=:{contact_id}", limit=50)
+                    return "No activities.\n" if not rows else f"Activities ({len(rows)}):\n" + "\n".join(_fmt_activity(a) for a in rows) + "\n"
+            except gql.transport.exceptions.TransportQueryError as e:
+                return ckit_cloudtool.gql_error_4xx_to_model_reraise_5xx(e, op)
+            return f"❌ Unknown op: {op}\n"
+
         fields = args.get("args", {})
         contact_id = str(fields.pop("contact_id", "") or "").strip()
+        if "contact_email" in fields:
+            t = self.rcx.latest_threads.get(toolcall.fcall_ft_id)
+            verified = (t.thread_fields.ft_app_specific or {}).get("verified_email", "") if t else ""
+            if fields["contact_email"].lower() != verified:
+                return "❌ Email verification is required to store a contact email. Please ask the user to verify their email first.\n"
         try:
             if op == "create":
                 new_id = await ckit_erp.create_erp_record(self.fclient, "crm_contact", self.ws_id, {"ws_id": self.ws_id, **fields})

flexus_client_kit/integrations/fi_resend.py

@@ -43,12 +43,12 @@ def resend_testing_domain() -> str:
     },
 ]
 
-RESEND_PROMPT = f"""## Email
+RESEND_PROMPT = """## Email
 
 Use email_send() to send emails. Use email_setup_domain() to register and manage sending domains, call email_setup_domain(op="help") first.
 Users can configure EMAIL_RESPOND_TO addresses — emails to those addresses are handled as tasks, all others are logged as CRM activities.
 Strongly recommend using a subdomain (e.g. mail.example.com) instead of the main domain, especially for inbound emails.
-If no domain is configured, send from *@{resend_testing_domain()} for testing.
+If no domain is configured, call email_setup_domain(op="help") to find out the testing domain you can use.
 Never use flexus_my_setup() for email domains — they are saved automatically via email_setup_domain() tool.
 If user wants to use their own Resend account, they should connect it via the Integrations page — the webhook is created automatically on connect."""
 

flexus_simple_bots/vix/vix_bot.py

@@ -38,7 +38,7 @@
         "flexus_policy_document",
         "print_widget",
         "erp[meta, data, crud, csv_import]",
-        "crm[manage_contact, manage_deal, log_activity]",
+        "crm[manage_contact, manage_deal, log_activity, verify_email]",
         "magic_desk",
         "slack",
         "telegram",

flexus_simple_bots/vix/vix_install.py

@@ -7,7 +7,7 @@
 from flexus_client_kit import ckit_bot_install
 from flexus_client_kit import ckit_cloudtool
 from flexus_client_kit import ckit_skills
-from flexus_client_kit.integrations import fi_crm_automations
+from flexus_client_kit.integrations import fi_crm, fi_crm_automations
 from flexus_client_kit.integrations import fi_resend
 from flexus_client_kit.integrations import fi_slack
 from flexus_client_kit.integrations import fi_shopify
@@ -52,7 +52,7 @@
 
 
 VIX_SETUP_SCHEMA = json.loads((VIX_ROOTDIR / "setup_schema.json").read_text())
-VIX_SETUP_SCHEMA += fi_shopify.SHOPIFY_SETUP_SCHEMA + fi_crm_automations.CRM_AUTOMATIONS_SETUP_SCHEMA + fi_resend.RESEND_SETUP_SCHEMA + fi_slack.SLACK_SETUP_SCHEMA
+VIX_SETUP_SCHEMA += fi_shopify.SHOPIFY_SETUP_SCHEMA + fi_crm_automations.CRM_AUTOMATIONS_SETUP_SCHEMA + fi_resend.RESEND_SETUP_SCHEMA + fi_slack.SLACK_SETUP_SCHEMA + fi_crm.CRM_SETUP_SCHEMA
 
 
 EXPERTS = [

flexus_simple_bots/vix/vix_prompts.py

@@ -69,6 +69,13 @@
 2. If name known (from CRM contact_id or messenger), greet by name. If unknown, ask before proceeding.
 3. Use their name naturally throughout (don't overuse)
 
+## Identity Verification & Contact History
+
+On messenger platforms (Telegram, Slack, DMs):
+- If `contact_id` is in the task details, check their contact history; if what they bring up relates to past interactions or open deals, reference those naturally
+- If no `contact_id`, ask for email verification early: "What's your email? I'll send a quick code so I can pull up your info."
+- If they decline or can't verify, proceed without history
+
 ---
 
 ## The C.L.O.S.E.R. Framework
@@ -111,26 +118,9 @@
 
 Gather BANT data naturally throughout the conversation. **CRITICAL:** Store BANT score in CRM at end of every conversation.
 
-**How to store:** If contact_id known, patch. If email known, search then create if not found. If no email, ask before closing.
-
-```python
-erp_table_data(table_name="crm_contact", options={{"filters": "contact_email:=:[email]"}})
-
-erp_table_crud(op="patch", table_name="crm_contact", id="[contact_id]",
-    fields={{"contact_bant_score": 2, "contact_details": {{...existing..., "bant": {{...}}}}}}
-)
-
-erp_table_crud(op="create", table_name="crm_contact", fields={{
-    "contact_first_name": "[first]", "contact_last_name": "[last]",
-    "contact_email": "[email]", "contact_bant_score": 2,
-    "contact_details": {{"bant": {{
-        "budget": {{"score": 1, "notes": "..."}},
-        "authority": {{"score": 1, "notes": "..."}},
-        "need": {{"score": 0, "notes": "..."}},
-        "timeline": {{"score": 0, "notes": "..."}}
-    }}}}
-}})
-```
+**How to store:**
+- If `contact_id` is known: `manage_crm_contact(op="patch", args={{"contact_id": "...", "contact_bant_score": 2, "contact_notes": "bant: ..."}})`
+- If no contact yet: verify email first (`verify_email`), then create.
 
 ### BANT Dimensions (each scored 0 or 1)
 
@@ -195,9 +185,8 @@
 
 ## Data Collection
 
-Create/update contacts via erp_table_crud() with table_name="crm_contact":
-- Required: name (contact_first_name, contact_last_name), primary need (contact_email, contact_notes), BANT score and details
-- Always try to get email — use it to search for existing contacts and for follow-up. Ask naturally if unknown: "What's the best email to reach you at?" Only create without it if the user can't or won't provide one.
+Use `manage_crm_contact` to create/update contacts:
+- Always try to verify email (see Identity Verification above). Only create without verified email if the user can't or won't.
 - Note outcome in contact_notes: sold/scheduled/nurture/disqualified
 
 ## Follow-Up & Scheduling
@@ -234,7 +223,6 @@
 {fi_crm.LOG_CRM_ACTIVITIES_PROMPT}
 If a chat in a messenger platform ends and the contact is known, patch their contact_platform_ids adding the platform identifier (e.g. {{"telegram": "123456"}}).
 Be careful to get the contact first so you don't remove other platform identifiers.
-To look up a contact by platform ID, filter on contact_platform_ids (not contact_details): `"filters": "contact_platform_ids->telegram:=:123456"`.
 
 {fi_shopify.SHOPIFY_SALES_PROMPT}
 {fi_messenger.MESSENGER_PROMPT}