From 8b917ec85ad2686239e62e6f8fb133cf1592e47e Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Fri, 30 Jan 2026 15:56:18 +0100
Subject: [PATCH 01/11] enum with labels, currency in erp

---
 flexus_client_kit/erp_schema.py | 35 +++++++++++++++++++++++++++------
 setup.py                        |  1 +
 2 files changed, 30 insertions(+), 6 deletions(-)

diff --git a/flexus_client_kit/erp_schema.py b/flexus_client_kit/erp_schema.py
index 6c6ee52..ae4f9ed 100644
--- a/flexus_client_kit/erp_schema.py
+++ b/flexus_client_kit/erp_schema.py
@@ -1,7 +1,10 @@
 import dataclasses
 from dataclasses import dataclass, field
+from decimal import Decimal
 from typing import Optional, Dict, Type, List
 
+import iso4217
+
 
 @dataclass
 class CrmContact:
@@ -40,8 +43,17 @@ class CrmContact:
 class CrmActivity:
     ws_id: str
     activity_title: str = field(metadata={"importance": 1, "display_name": "Title"})
-    activity_type: str = field(metadata={"importance": 1, "display_name": "Type", "enum": ["WEB_CHAT", "MESSENGER_CHAT", "EMAIL", "CALL", "MEETING"]})
-    activity_direction: str = field(metadata={"importance": 1, "display_name": "Direction", "enum": ["INBOUND", "OUTBOUND"]})
+    activity_type: str = field(metadata={"importance": 1, "display_name": "Type", "enum": [
+        {"value": "WEB_CHAT", "label": "Web Chat"},
+        {"value": "MESSENGER_CHAT", "label": "Messenger Chat"},
+        {"value": "EMAIL", "label": "Email"},
+        {"value": "CALL", "label": "Call"},
+        {"value": "MEETING", "label": "Meeting"},
+    ]})
+    activity_direction: str = field(metadata={"importance": 1, "display_name": "Direction", "enum": [
+        {"value": "INBOUND", "label": "Inbound"},
+        {"value": "OUTBOUND", "label": "Outbound"},
+    ]})
     activity_contact_id: str = field(metadata={"importance": 1, "display_name": "Contact"})
     activity_id: str = field(default="", metadata={"pkey": True, "display_name": "Activity ID"})
     activity_platform: str = field(default="", metadata={"importance": 1, "display_name": "Channel"})
@@ -57,10 +69,12 @@ class CrmActivity:
 class ProductTemplate:
     prodt_name: str = field(metadata={"importance": 1, "display_name": "Name"})
     prodt_pcat_id: str = field(metadata={"display_name": "Category"})
-    prodt_list_price: int = field(metadata={"importance": 1, "display_name": "List Price"})
-    prodt_standard_price: int = field(metadata={"importance": 1, "display_name": "Standard Price"})
+    prodt_list_price: Decimal = field(metadata={"importance": 1, "display_name": "List Price"})
+    prodt_standard_price: Decimal = field(metadata={"importance": 1, "display_name": "Standard Price"})
     prodt_uom_id: str = field(metadata={"display_name": "Unit of Measure"})
     ws_id: str = field(metadata={"display_name": "Workspace ID"})
+    prodt_list_price_currency: str = field(default="USD", metadata={"importance": 1, "display_name": "List Price Currency"})
+    prodt_standard_price_currency: str = field(default="USD", metadata={"importance": 1, "display_name": "Standard Price Currency"})
     prodt_id: str = field(default="", metadata={"pkey": True, "display_name": "Product Template ID"})
     prodt_description: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Description"})
     prodt_target_customers: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Target Customers"})
@@ -173,9 +187,18 @@ def get_field_display(cls: Type, field_name: str) -> Optional[str]:
     return f.metadata.get("display") if f else None
 
 
-def get_field_enum(cls: Type, field_name: str) -> Optional[List[str]]:
+def get_field_enum(cls: Type, field_name: str) -> Optional[List[Dict[str, str]]]:
     f = cls.__dataclass_fields__.get(field_name)
-    return f.metadata.get("enum") if f else None
+    r = f.metadata.get("enum") if f else None
+    if r:
+        return r
+    if field_name.endswith("_currency"):
+        price_field = field_name.removesuffix("_currency")
+        pf = cls.__dataclass_fields__.get(price_field)
+        if pf and pf.type is Decimal:
+            return [{"value": c.code, "label": "%s — %s" % (c.code, c.currency_name)}
+                for c in sorted(set(iso4217.Currency), key=lambda c: c.code)]
+    return None
 
 
 def get_field_display_name(cls: Type, field_name: str) -> Optional[str]:
diff --git a/setup.py b/setup.py
index 34de966..a79b215 100644
--- a/setup.py
+++ b/setup.py
@@ -59,6 +59,7 @@ def run(self):
         "playwright",
         "openai",
         "python-telegram-bot",
+        "iso4217",
     ],
     extras_require={
         "dev": [

From a9fc19aea96656727c27d7827d1e2266a8f438be Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Mon, 2 Feb 2026 18:26:04 +0100
Subject: [PATCH 02/11] no need for currency in erp schema, better per ws

---
 flexus_client_kit/erp_schema.py | 15 +--------------
 setup.py                        |  1 -
 2 files changed, 1 insertion(+), 15 deletions(-)

diff --git a/flexus_client_kit/erp_schema.py b/flexus_client_kit/erp_schema.py
index ae4f9ed..9dececc 100644
--- a/flexus_client_kit/erp_schema.py
+++ b/flexus_client_kit/erp_schema.py
@@ -3,8 +3,6 @@
 from decimal import Decimal
 from typing import Optional, Dict, Type, List
 
-import iso4217
-
 
 @dataclass
 class CrmContact:
@@ -73,8 +71,6 @@ class ProductTemplate:
     prodt_standard_price: Decimal = field(metadata={"importance": 1, "display_name": "Standard Price"})
     prodt_uom_id: str = field(metadata={"display_name": "Unit of Measure"})
     ws_id: str = field(metadata={"display_name": "Workspace ID"})
-    prodt_list_price_currency: str = field(default="USD", metadata={"importance": 1, "display_name": "List Price Currency"})
-    prodt_standard_price_currency: str = field(default="USD", metadata={"importance": 1, "display_name": "Standard Price Currency"})
     prodt_id: str = field(default="", metadata={"pkey": True, "display_name": "Product Template ID"})
     prodt_description: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Description"})
     prodt_target_customers: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Target Customers"})
@@ -189,16 +185,7 @@ def get_field_display(cls: Type, field_name: str) -> Optional[str]:
 
 def get_field_enum(cls: Type, field_name: str) -> Optional[List[Dict[str, str]]]:
     f = cls.__dataclass_fields__.get(field_name)
-    r = f.metadata.get("enum") if f else None
-    if r:
-        return r
-    if field_name.endswith("_currency"):
-        price_field = field_name.removesuffix("_currency")
-        pf = cls.__dataclass_fields__.get(price_field)
-        if pf and pf.type is Decimal:
-            return [{"value": c.code, "label": "%s — %s" % (c.code, c.currency_name)}
-                for c in sorted(set(iso4217.Currency), key=lambda c: c.code)]
-    return None
+    return (f.metadata.get("enum") if f else None) or None
 
 
 def get_field_display_name(cls: Type, field_name: str) -> Optional[str]:
diff --git a/setup.py b/setup.py
index a79b215..34de966 100644
--- a/setup.py
+++ b/setup.py
@@ -59,7 +59,6 @@ def run(self):
         "playwright",
         "openai",
         "python-telegram-bot",
-        "iso4217",
     ],
     extras_require={
         "dev": [

From 38e674fa39b4ea560d106aa97d3ad831f955fe12 Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Mon, 2 Feb 2026 18:26:50 +0100
Subject: [PATCH 03/11] pipeline, stage and deals in erp schema

---
 flexus_client_kit/erp_schema.py | 57 +++++++++++++++++++++++++++++++++
 1 file changed, 57 insertions(+)

diff --git a/flexus_client_kit/erp_schema.py b/flexus_client_kit/erp_schema.py
index 9dececc..c9a3615 100644
--- a/flexus_client_kit/erp_schema.py
+++ b/flexus_client_kit/erp_schema.py
@@ -132,6 +132,52 @@ class ProductM2mTemplateTag:
     prodt: Optional['ProductTemplate'] = field(default=None, metadata={"display_name": "Product Template"})
 
 
+@dataclass
+class CrmPipeline:
+    ws_id: str
+    pipeline_name: str = field(metadata={"importance": 1, "display_name": "Name"})
+    pipeline_id: str = field(default="", metadata={"pkey": True, "display_name": "Pipeline ID"})
+    pipeline_active: bool = field(default=True, metadata={"importance": 1, "display_name": "Active"})
+    pipeline_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
+    pipeline_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+    pipeline_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
+
+
+@dataclass
+class CrmPipelineStage:
+    ws_id: str
+    stage_name: str = field(metadata={"importance": 1, "display_name": "Name"})
+    stage_pipeline_id: str = field(metadata={"importance": 1, "display_name": "Pipeline"})
+    stage_id: str = field(default="", metadata={"pkey": True, "display_name": "Stage ID"})
+    stage_sequence: int = field(default=0, metadata={"display_name": "Sequence"})
+    stage_probability: int = field(default=0, metadata={"importance": 1, "display_name": "Win Probability %", "description": "0-100 win probability percentage"})
+    stage_status: str = field(default="OPEN", metadata={"importance": 1, "display_name": "Status", "enum": [{"value": "OPEN", "label": "Open"}, {"value": "WON", "label": "Won"}, {"value": "LOST", "label": "Lost"}]})
+    stage_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
+    stage_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+
+
+@dataclass
+class CrmDeal:
+    ws_id: str
+    deal_name: str = field(metadata={"importance": 1, "display_name": "Name"})
+    deal_pipeline_id: str = field(metadata={"importance": 1, "display_name": "Pipeline"})
+    deal_stage_id: str = field(metadata={"importance": 1, "display_name": "Stage", "fk_scope": {"stage_pipeline_id": "deal_pipeline_id"}})
+    deal_id: str = field(default="", metadata={"pkey": True, "display_name": "Deal ID"})
+    deal_contact_id: Optional[str] = field(default=None, metadata={"importance": 1, "display_name": "Contact"})
+    deal_value: Decimal = field(default=Decimal(0), metadata={"importance": 1, "display_name": "Value"})
+    deal_expected_close_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Expected Close"})
+    deal_closed_ts: float = field(default=0.0, metadata={"display_name": "Closed at"})
+    deal_lost_reason: str = field(default="", metadata={"display_name": "Lost Reason"})
+    deal_notes: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Notes"})
+    deal_tags: List[str] = field(default_factory=list, metadata={"importance": 1, "display_name": "Tags"})
+    deal_details: dict = field(default_factory=dict, metadata={"display_name": "Details", "description": "Custom fields JSON"})
+    deal_owner_fuser_id: str = field(default="", metadata={"display_name": "Owner"})
+    deal_priority: str = field(default="NONE", metadata={"importance": 1, "display_name": "Priority", "enum": [{"value": "NONE", "label": "None"}, {"value": "LOW", "label": "Low"}, {"value": "MEDIUM", "label": "Medium"}, {"value": "HIGH", "label": "High"}]})
+    deal_created_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Created at"})
+    deal_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+    deal_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
+
+
 ERP_TABLE_TO_SCHEMA: Dict[str, Type] = {
     "crm_contact": CrmContact,
     "crm_activity": CrmActivity,
@@ -141,6 +187,9 @@ class ProductM2mTemplateTag:
     "product_tag": ProductTag,
     "product_uom": ProductUom,
     "product_m2m_template_tag": ProductM2mTemplateTag,
+    "crm_pipeline": CrmPipeline,
+    "crm_pipeline_stage": CrmPipelineStage,
+    "crm_deal": CrmDeal,
 }
 
 ERP_DISPLAY_NAME_CONFIGS: Dict[str, str] = {
@@ -151,6 +200,9 @@ class ProductM2mTemplateTag:
     "product_category": "{pcat_name}",
     "product_tag": "{tag_name}",
     "product_uom": "{uom_name}",
+    "crm_pipeline": "{pipeline_name}",
+    "crm_pipeline_stage": "{stage_name}",
+    "crm_deal": "{deal_name}",
 }
 
 
@@ -196,3 +248,8 @@ def get_field_display_name(cls: Type, field_name: str) -> Optional[str]:
 def get_field_description(cls: Type, field_name: str) -> Optional[str]:
     f = cls.__dataclass_fields__.get(field_name)
     return f.metadata.get("description") if f else None
+
+
+def get_field_fk_scope(cls: Type, field_name: str) -> Optional[Dict[str, str]]:
+    f = cls.__dataclass_fields__.get(field_name)
+    return (f.metadata.get("fk_scope") if f else None) or None

From 9f0f13e8c942ca4f22f020d3763d110364fd4e8b Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Tue, 3 Feb 2026 09:49:57 +0100
Subject: [PATCH 04/11] pipeline stage soft delete

---
 flexus_client_kit/erp_schema.py | 1 +
 1 file changed, 1 insertion(+)

diff --git a/flexus_client_kit/erp_schema.py b/flexus_client_kit/erp_schema.py
index c9a3615..b1c43f2 100644
--- a/flexus_client_kit/erp_schema.py
+++ b/flexus_client_kit/erp_schema.py
@@ -154,6 +154,7 @@ class CrmPipelineStage:
     stage_status: str = field(default="OPEN", metadata={"importance": 1, "display_name": "Status", "enum": [{"value": "OPEN", "label": "Open"}, {"value": "WON", "label": "Won"}, {"value": "LOST", "label": "Lost"}]})
     stage_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
     stage_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+    stage_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
 
 
 @dataclass

From 9528d8563dfc54a03aaf224ca603e7b6ec0b5767 Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Tue, 3 Feb 2026 12:44:33 +0100
Subject: [PATCH 05/11] reorder crm models lexicographically

---
 flexus_client_kit/erp_schema.py | 154 ++++++++++++++++----------------
 1 file changed, 77 insertions(+), 77 deletions(-)

diff --git a/flexus_client_kit/erp_schema.py b/flexus_client_kit/erp_schema.py
index b1c43f2..df49d2b 100644
--- a/flexus_client_kit/erp_schema.py
+++ b/flexus_client_kit/erp_schema.py
@@ -4,6 +4,32 @@
 from typing import Optional, Dict, Type, List
 
 
+@dataclass
+class CrmActivity:
+    ws_id: str
+    activity_title: str = field(metadata={"importance": 1, "display_name": "Title"})
+    activity_type: str = field(metadata={"importance": 1, "display_name": "Type", "enum": [
+        {"value": "WEB_CHAT", "label": "Web Chat"},
+        {"value": "MESSENGER_CHAT", "label": "Messenger Chat"},
+        {"value": "EMAIL", "label": "Email"},
+        {"value": "CALL", "label": "Call"},
+        {"value": "MEETING", "label": "Meeting"},
+    ]})
+    activity_direction: str = field(metadata={"importance": 1, "display_name": "Direction", "enum": [
+        {"value": "INBOUND", "label": "Inbound"},
+        {"value": "OUTBOUND", "label": "Outbound"},
+    ]})
+    activity_contact_id: str = field(metadata={"importance": 1, "display_name": "Contact"})
+    activity_id: str = field(default="", metadata={"pkey": True, "display_name": "Activity ID"})
+    activity_platform: str = field(default="", metadata={"importance": 1, "display_name": "Channel"})
+    activity_ft_id: Optional[str] = field(default=None, metadata={"importance": 1, "display_name": "Thread"})
+    activity_summary: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Summary"})
+    activity_details: dict = field(default_factory=dict, metadata={"display_name": "Details"})
+    activity_occurred_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Occurred at"})
+    activity_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
+    activity_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+
+
 @dataclass
 class CrmContact:
     ws_id: str
@@ -38,29 +64,50 @@ class CrmContact:
 
 
 @dataclass
-class CrmActivity:
+class CrmDeal:
     ws_id: str
-    activity_title: str = field(metadata={"importance": 1, "display_name": "Title"})
-    activity_type: str = field(metadata={"importance": 1, "display_name": "Type", "enum": [
-        {"value": "WEB_CHAT", "label": "Web Chat"},
-        {"value": "MESSENGER_CHAT", "label": "Messenger Chat"},
-        {"value": "EMAIL", "label": "Email"},
-        {"value": "CALL", "label": "Call"},
-        {"value": "MEETING", "label": "Meeting"},
-    ]})
-    activity_direction: str = field(metadata={"importance": 1, "display_name": "Direction", "enum": [
-        {"value": "INBOUND", "label": "Inbound"},
-        {"value": "OUTBOUND", "label": "Outbound"},
-    ]})
-    activity_contact_id: str = field(metadata={"importance": 1, "display_name": "Contact"})
-    activity_id: str = field(default="", metadata={"pkey": True, "display_name": "Activity ID"})
-    activity_platform: str = field(default="", metadata={"importance": 1, "display_name": "Channel"})
-    activity_ft_id: Optional[str] = field(default=None, metadata={"importance": 1, "display_name": "Thread"})
-    activity_summary: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Summary"})
-    activity_details: dict = field(default_factory=dict, metadata={"display_name": "Details"})
-    activity_occurred_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Occurred at"})
-    activity_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
-    activity_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+    deal_name: str = field(metadata={"importance": 1, "display_name": "Name"})
+    deal_pipeline_id: str = field(metadata={"importance": 1, "display_name": "Pipeline"})
+    deal_stage_id: str = field(metadata={"importance": 1, "display_name": "Stage", "fk_scope": {"stage_pipeline_id": "deal_pipeline_id"}})
+    deal_id: str = field(default="", metadata={"pkey": True, "display_name": "Deal ID"})
+    deal_contact_id: Optional[str] = field(default=None, metadata={"importance": 1, "display_name": "Contact"})
+    deal_value: Decimal = field(default=Decimal(0), metadata={"importance": 1, "display_name": "Value"})
+    deal_expected_close_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Expected Close"})
+    deal_closed_ts: float = field(default=0.0, metadata={"display_name": "Closed at"})
+    deal_lost_reason: str = field(default="", metadata={"display_name": "Lost Reason"})
+    deal_notes: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Notes"})
+    deal_tags: List[str] = field(default_factory=list, metadata={"importance": 1, "display_name": "Tags"})
+    deal_details: dict = field(default_factory=dict, metadata={"display_name": "Details", "description": "Custom fields JSON"})
+    deal_owner_fuser_id: str = field(default="", metadata={"display_name": "Owner"})
+    deal_priority: str = field(default="NONE", metadata={"importance": 1, "display_name": "Priority", "enum": [{"value": "NONE", "label": "None"}, {"value": "LOW", "label": "Low"}, {"value": "MEDIUM", "label": "Medium"}, {"value": "HIGH", "label": "High"}]})
+    deal_created_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Created at"})
+    deal_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+    deal_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
+
+
+@dataclass
+class CrmPipeline:
+    ws_id: str
+    pipeline_name: str = field(metadata={"importance": 1, "display_name": "Name"})
+    pipeline_id: str = field(default="", metadata={"pkey": True, "display_name": "Pipeline ID"})
+    pipeline_active: bool = field(default=True, metadata={"importance": 1, "display_name": "Active"})
+    pipeline_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
+    pipeline_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+    pipeline_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
+
+
+@dataclass
+class CrmPipelineStage:
+    ws_id: str
+    stage_name: str = field(metadata={"importance": 1, "display_name": "Name"})
+    stage_pipeline_id: str = field(metadata={"importance": 1, "display_name": "Pipeline"})
+    stage_id: str = field(default="", metadata={"pkey": True, "display_name": "Stage ID"})
+    stage_sequence: int = field(default=0, metadata={"display_name": "Sequence"})
+    stage_probability: int = field(default=0, metadata={"importance": 1, "display_name": "Win Probability %", "description": "0-100 win probability percentage"})
+    stage_status: str = field(default="OPEN", metadata={"importance": 1, "display_name": "Status", "enum": [{"value": "OPEN", "label": "Open"}, {"value": "WON", "label": "Won"}, {"value": "LOST", "label": "Lost"}]})
+    stage_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
+    stage_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
+    stage_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
 
 
 @dataclass
@@ -132,78 +179,31 @@ class ProductM2mTemplateTag:
     prodt: Optional['ProductTemplate'] = field(default=None, metadata={"display_name": "Product Template"})
 
 
-@dataclass
-class CrmPipeline:
-    ws_id: str
-    pipeline_name: str = field(metadata={"importance": 1, "display_name": "Name"})
-    pipeline_id: str = field(default="", metadata={"pkey": True, "display_name": "Pipeline ID"})
-    pipeline_active: bool = field(default=True, metadata={"importance": 1, "display_name": "Active"})
-    pipeline_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
-    pipeline_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
-    pipeline_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
-
-
-@dataclass
-class CrmPipelineStage:
-    ws_id: str
-    stage_name: str = field(metadata={"importance": 1, "display_name": "Name"})
-    stage_pipeline_id: str = field(metadata={"importance": 1, "display_name": "Pipeline"})
-    stage_id: str = field(default="", metadata={"pkey": True, "display_name": "Stage ID"})
-    stage_sequence: int = field(default=0, metadata={"display_name": "Sequence"})
-    stage_probability: int = field(default=0, metadata={"importance": 1, "display_name": "Win Probability %", "description": "0-100 win probability percentage"})
-    stage_status: str = field(default="OPEN", metadata={"importance": 1, "display_name": "Status", "enum": [{"value": "OPEN", "label": "Open"}, {"value": "WON", "label": "Won"}, {"value": "LOST", "label": "Lost"}]})
-    stage_created_ts: float = field(default=0.0, metadata={"display_name": "Created at"})
-    stage_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
-    stage_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
-
-
-@dataclass
-class CrmDeal:
-    ws_id: str
-    deal_name: str = field(metadata={"importance": 1, "display_name": "Name"})
-    deal_pipeline_id: str = field(metadata={"importance": 1, "display_name": "Pipeline"})
-    deal_stage_id: str = field(metadata={"importance": 1, "display_name": "Stage", "fk_scope": {"stage_pipeline_id": "deal_pipeline_id"}})
-    deal_id: str = field(default="", metadata={"pkey": True, "display_name": "Deal ID"})
-    deal_contact_id: Optional[str] = field(default=None, metadata={"importance": 1, "display_name": "Contact"})
-    deal_value: Decimal = field(default=Decimal(0), metadata={"importance": 1, "display_name": "Value"})
-    deal_expected_close_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Expected Close"})
-    deal_closed_ts: float = field(default=0.0, metadata={"display_name": "Closed at"})
-    deal_lost_reason: str = field(default="", metadata={"display_name": "Lost Reason"})
-    deal_notes: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Notes"})
-    deal_tags: List[str] = field(default_factory=list, metadata={"importance": 1, "display_name": "Tags"})
-    deal_details: dict = field(default_factory=dict, metadata={"display_name": "Details", "description": "Custom fields JSON"})
-    deal_owner_fuser_id: str = field(default="", metadata={"display_name": "Owner"})
-    deal_priority: str = field(default="NONE", metadata={"importance": 1, "display_name": "Priority", "enum": [{"value": "NONE", "label": "None"}, {"value": "LOW", "label": "Low"}, {"value": "MEDIUM", "label": "Medium"}, {"value": "HIGH", "label": "High"}]})
-    deal_created_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Created at"})
-    deal_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
-    deal_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
-
-
 ERP_TABLE_TO_SCHEMA: Dict[str, Type] = {
-    "crm_contact": CrmContact,
     "crm_activity": CrmActivity,
+    "crm_contact": CrmContact,
+    "crm_deal": CrmDeal,
+    "crm_pipeline": CrmPipeline,
+    "crm_pipeline_stage": CrmPipelineStage,
     "product_template": ProductTemplate,
     "product_product": ProductProduct,
     "product_category": ProductCategory,
     "product_tag": ProductTag,
     "product_uom": ProductUom,
     "product_m2m_template_tag": ProductM2mTemplateTag,
-    "crm_pipeline": CrmPipeline,
-    "crm_pipeline_stage": CrmPipelineStage,
-    "crm_deal": CrmDeal,
 }
 
 ERP_DISPLAY_NAME_CONFIGS: Dict[str, str] = {
-    "crm_contact": "{contact_first_name} {contact_last_name}",
     "crm_activity": "{activity_title}",
+    "crm_contact": "{contact_first_name} {contact_last_name}",
+    "crm_deal": "{deal_name}",
+    "crm_pipeline": "{pipeline_name}",
+    "crm_pipeline_stage": "{stage_name}",
     "product_template": "{prodt_name}",
     "product_product": "{prod_default_code} {prod_barcode}",
     "product_category": "{pcat_name}",
     "product_tag": "{tag_name}",
     "product_uom": "{uom_name}",
-    "crm_pipeline": "{pipeline_name}",
-    "crm_pipeline_stage": "{stage_name}",
-    "crm_deal": "{deal_name}",
 }
 
 

From 4846f53bacfb443f68c4bf8b9314d526e8f4bb7c Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Tue, 3 Feb 2026 12:44:41 +0100
Subject: [PATCH 06/11] minor dataclasses fix

---
 flexus_client_kit/gql_utils.py | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/flexus_client_kit/gql_utils.py b/flexus_client_kit/gql_utils.py
index 93d55a7..31a4565 100644
--- a/flexus_client_kit/gql_utils.py
+++ b/flexus_client_kit/gql_utils.py
@@ -75,7 +75,7 @@ class MyDataclassForResponse:
             elif hasattr(field_type, "__origin__") and field_type.__origin__ is list:
                 if field_type.__args__ and isinstance(field_value, list):
                     inner_type = field_type.__args__[0]
-                    if hasattr(inner_type, "__annotations__"):
+                    if dataclasses.is_dataclass(inner_type):
                         # List of dataclasses
                         filtered_data[field_name] = [dataclass_from_dict(item, inner_type) for item in field_value]
                     else:
@@ -84,7 +84,7 @@ class MyDataclassForResponse:
             elif field_type is Any:
                 # Fallback for Any type
                 filtered_data[field_name] = field_value
-            elif hasattr(field_type, "__annotations__"):
+            elif dataclasses.is_dataclass(field_type):
                 filtered_data[field_name] = dataclass_from_dict(field_value, field_type)
     return cls(**filtered_data)
 

From fb60b992b19edfd3b019a3c2fb27eb5b59e74f3d Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Tue, 3 Feb 2026 12:45:02 +0100
Subject: [PATCH 07/11] automations to move deals from one stage to another

---
 .../integrations/fi_crm_automations.py        | 93 +++++++++++++++++--
 flexus_simple_bots/vix/vix_bot.py             |  2 +-
 2 files changed, 88 insertions(+), 7 deletions(-)

diff --git a/flexus_client_kit/integrations/fi_crm_automations.py b/flexus_client_kit/integrations/fi_crm_automations.py
index 5c3697b..8ecd76c 100644
--- a/flexus_client_kit/integrations/fi_crm_automations.py
+++ b/flexus_client_kit/integrations/fi_crm_automations.py
@@ -6,7 +6,7 @@
 
 import gql
 
-from flexus_client_kit import ckit_cloudtool, ckit_client, ckit_erp, ckit_kanban, ckit_bot_exec
+from flexus_client_kit import ckit_cloudtool, ckit_client, ckit_erp, ckit_kanban, ckit_bot_exec, erp_schema
 
 logger = logging.getLogger("crmau")
 
@@ -68,7 +68,7 @@
 Each automation has:
 - enabled: bool
 - triggers: list of trigger configs, erp_table trigger fires when ERP table records change
-- actions: list of action configs, like post task into inbox, create, update, or delete an erp record.
+- actions: list of action configs: post_task_into_bot_inbox, create/update/delete_erp_record, move_deal_stage.
 
 ## Example: Welcome Email
 
@@ -151,6 +151,49 @@
 
 Note: 432000 seconds = 5 days.
 
+## Example: Move Deal Stage on Activity
+
+When a CRM activity is created (chat, call, email), move the contact's deal to a new stage.
+
+**IMPORTANT:** Before creating this automation, query the pipeline stages to get the actual stage IDs:
+```python
+erp_table_data(table_name="crm_pipeline_stage", options={"where": {"stage_pipeline_id": "YOUR_PIPELINE_ID"}, "order_by": "stage_sequence"})
+```
+
+```json
+{
+  "enabled": true,
+  "triggers": [
+    {
+      "type": "erp_table",
+      "table": "crm_activity",
+      "operations": ["insert", "update"],
+      "filters": [
+        "activity_type:=:WEB_CHAT",
+        "activity_direction:=:INBOUND"
+      ]
+    }
+  ],
+  "actions": [
+    {
+      "type": "move_deal_stage",
+      "contact_id": "{{trigger.new_record.activity_contact_id}}",
+      "pipeline_id": "8f3a2b1c9d4e7890",
+      "from_stages": ["1a2b3c4d5e6f7890", "7g8h9i0j1k2l3456"],
+      "to_stage_id": "3m4n5o6p7q8r9012"
+    }
+  ]
+}
+```
+
+The `move_deal_stage` action:
+- `contact_id`: Contact whose deal to move (use template variable)
+- `pipeline_id`: Pipeline to search for the deal
+- `from_stages`: Only move if deal is currently in one of these stages (array of stage IDs)
+- `to_stage_id`: Target stage ID
+
+Finds the most recently modified deal for that contact in the pipeline. Skipped silently if no deal found or deal not in from_stages.
+
 ## Template Variables
 
 Use {{path.to.value}} to reference trigger data:
@@ -308,7 +351,7 @@ async def _op_create(self, args: Dict[str, Any], model_args: Dict[str, Any]) ->
         if "enabled" not in config:
             config["enabled"] = True
 
-        if err := validate_automation_config(config):
+        if err := validate_automation_config(config, self.available_erp_tables):
             return err
 
         await self._save_automation(name, config)
@@ -326,7 +369,7 @@ async def _op_update(self, args: Dict[str, Any], model_args: Dict[str, Any]) ->
         if name not in automations:
             return f"❌ Error: Automation '{name}' not found. Use op='create' to create it."
 
-        if err := validate_automation_config(config):
+        if err := validate_automation_config(config, self.available_erp_tables):
             return err
 
         await self._save_automation(name, config)
@@ -436,6 +479,31 @@ async def _execute_actions(rcx: ckit_bot_exec.RobotContext, actions: List[Dict[s
                 await ckit_erp.delete_erp_record(rcx.fclient, table, rcx.persona.ws_id, record_id)
                 logger.info(f"Deleted ERP record from {table}: {record_id}")
 
+            elif action_type == "move_deal_stage":
+                contact_id = _resolve_template(action.get("contact_id", ""), ctx)
+                pipeline_id = _resolve_template(action.get("pipeline_id", ""), ctx)
+                from_stages = action.get("from_stages", [])
+                to_stage_id = _resolve_template(action.get("to_stage_id", ""), ctx)
+                if not contact_id or not pipeline_id or not to_stage_id:
+                    logger.info(f"move_deal_stage skipped: missing contact_id/pipeline_id/to_stage_id")
+                    continue
+                deals = await ckit_erp.query_erp_table(
+                    rcx.fclient, "crm_deal", rcx.persona.ws_id, erp_schema.CrmDeal,
+                    filters={"AND": [f"deal_contact_id:=:{contact_id}", f"deal_pipeline_id:=:{pipeline_id}"]},
+                    sort_by=["deal_modified_ts:DESC"], limit=1,
+                )
+                if not deals:
+                    logger.info(f"move_deal_stage skipped: no deal for contact {contact_id} in pipeline {pipeline_id}")
+                    continue
+                deal = deals[0]
+                deal_id = deal.deal_id
+                current_stage = deal.deal_stage_id
+                if from_stages and current_stage not in from_stages:
+                    logger.info(f"move_deal_stage skipped: deal {deal_id} stage {current_stage} not in from_stages {from_stages}")
+                    continue
+                await ckit_erp.patch_erp_record(rcx.fclient, "crm_deal", rcx.persona.ws_id, deal_id, {"deal_stage_id": to_stage_id})
+                logger.info(f"Moved deal {deal_id} from stage {current_stage} to {to_stage_id}")
+
             else:
                 logger.warning(f"Unknown action type: {action_type}")
         except Exception as e:
@@ -492,7 +560,7 @@ def _resolve_field_value(field_value: Any, context: Dict[str, Any], field_name:
     return value
 
 
-def validate_automation_config(automation_config: Dict[str, Any]) -> Optional[str]:
+def validate_automation_config(automation_config: Dict[str, Any], available_erp_tables: List[str] = []) -> Optional[str]:
     if not isinstance(automation_config, dict):
         return "❌ automation_config must be a dict"
 
@@ -509,6 +577,8 @@ def validate_automation_config(automation_config: Dict[str, Any]) -> Optional[st
             return f"❌ triggers[{i}].type must be 'erp_table' (got {trigger.get('type')})"
         if "table" not in trigger:
             return f"❌ triggers[{i}] missing required field 'table'"
+        if available_erp_tables and trigger["table"] not in available_erp_tables:
+            return f"❌ triggers[{i}].table '{trigger['table']}' not allowed, must be one of: {', '.join(available_erp_tables)}"
         operations = trigger.get("operations")
         if not operations or not isinstance(operations, list):
             return f"❌ triggers[{i}] missing required field 'operations' (list like ['insert', 'update'])"
@@ -544,7 +614,18 @@ def validate_automation_config(automation_config: Dict[str, Any]) -> Optional[st
                 return f"❌ actions[{i}] (delete_erp_record) missing required field 'table'"
             if "record_id" not in action:
                 return f"❌ actions[{i}] (delete_erp_record) missing required field 'record_id'"
+        elif action_type == "move_deal_stage":
+            if "contact_id" not in action:
+                return f"❌ actions[{i}] (move_deal_stage) missing required field 'contact_id'"
+            if "pipeline_id" not in action:
+                return f"❌ actions[{i}] (move_deal_stage) missing required field 'pipeline_id'"
+            if "from_stages" not in action:
+                return f"❌ actions[{i}] (move_deal_stage) missing required field 'from_stages'"
+            if not isinstance(action.get("from_stages"), list):
+                return f"❌ actions[{i}] (move_deal_stage) 'from_stages' must be an array of stage IDs"
+            if "to_stage_id" not in action:
+                return f"❌ actions[{i}] (move_deal_stage) missing required field 'to_stage_id'"
         else:
-            return f"❌ actions[{i}].type must be 'post_task_into_bot_inbox', 'create_erp_record', 'update_erp_record', or 'delete_erp_record' (got {action_type})"
+            return f"❌ actions[{i}].type must be 'post_task_into_bot_inbox', 'create_erp_record', 'update_erp_record', 'delete_erp_record', or 'move_deal_stage' (got {action_type})"
 
     return None
diff --git a/flexus_simple_bots/vix/vix_bot.py b/flexus_simple_bots/vix/vix_bot.py
index e86a3b7..a88d380 100644
--- a/flexus_simple_bots/vix/vix_bot.py
+++ b/flexus_simple_bots/vix/vix_bot.py
@@ -27,7 +27,7 @@
 BOT_NAME = "vix"
 BOT_VERSION = SIMPLE_BOTS_COMMON_VERSION
 
-ERP_TABLES = ["crm_contact"]
+ERP_TABLES = ["crm_contact", "crm_activity", "crm_deal"]
 
 TOOLS = [
     fi_mongo_store.MONGO_STORE_TOOL,

From 4a84b2b0fe283903c6d7bbdd19baff746968bb8c Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Wed, 4 Feb 2026 16:41:20 +0100
Subject: [PATCH 08/11] deal owner importance

---
 flexus_client_kit/erp_schema.py | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/flexus_client_kit/erp_schema.py b/flexus_client_kit/erp_schema.py
index df49d2b..7b13d44 100644
--- a/flexus_client_kit/erp_schema.py
+++ b/flexus_client_kit/erp_schema.py
@@ -78,7 +78,7 @@ class CrmDeal:
     deal_notes: str = field(default="", metadata={"importance": 1, "display": "string_multiline", "display_name": "Notes"})
     deal_tags: List[str] = field(default_factory=list, metadata={"importance": 1, "display_name": "Tags"})
     deal_details: dict = field(default_factory=dict, metadata={"display_name": "Details", "description": "Custom fields JSON"})
-    deal_owner_fuser_id: str = field(default="", metadata={"display_name": "Owner"})
+    deal_owner_fuser_id: str = field(default="", metadata={"importance": 1, "display_name": "Owner"})
     deal_priority: str = field(default="NONE", metadata={"importance": 1, "display_name": "Priority", "enum": [{"value": "NONE", "label": "None"}, {"value": "LOW", "label": "Low"}, {"value": "MEDIUM", "label": "Medium"}, {"value": "HIGH", "label": "High"}]})
     deal_created_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Created at"})
     deal_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})

From 394efb8a64614a76426b269fe6ae4be6534f57dc Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Wed, 4 Feb 2026 19:51:55 +0100
Subject: [PATCH 09/11] table meta improvement

---
 flexus_client_kit/erp_schema.py          |  2 +-
 flexus_client_kit/integrations/fi_erp.py | 17 ++++++++++++-----
 2 files changed, 13 insertions(+), 6 deletions(-)

diff --git a/flexus_client_kit/erp_schema.py b/flexus_client_kit/erp_schema.py
index 7b13d44..846cd4b 100644
--- a/flexus_client_kit/erp_schema.py
+++ b/flexus_client_kit/erp_schema.py
@@ -57,7 +57,7 @@ class CrmContact:
     contact_utm_last_campaign: str = field(default="", metadata={"display_name": "UTM Campaign (last touch)"})
     contact_utm_last_term: str = field(default="", metadata={"display_name": "UTM Term (last touch)"})
     contact_utm_last_content: str = field(default="", metadata={"display_name": "UTM Content (last touch)"})
-    contact_bant_score: int = field(default=-1, metadata={"display_name": "BANT Qualification Score", "description": "Budget, Authority, Need, Timeline. -1 means not qualified, 0-4 scale"})
+    contact_bant_score: int = field(default=-1, metadata={"display_name": "BANT Score", "description": "How many of Budget/Authority/Need/Timeline criteria met. -1=unqualified, 0-1=cold, 2-3=warm, 4=hot"})
     contact_created_ts: float = field(default=0.0, metadata={"importance": 1, "display_name": "Created at"})
     contact_modified_ts: float = field(default=0.0, metadata={"display_name": "Modified at"})
     contact_archived_ts: float = field(default=0.0, metadata={"display_name": "Archived at"})
diff --git a/flexus_client_kit/integrations/fi_erp.py b/flexus_client_kit/integrations/fi_erp.py
index 4610757..f64c8ab 100644
--- a/flexus_client_kit/integrations/fi_erp.py
+++ b/flexus_client_kit/integrations/fi_erp.py
@@ -110,13 +110,20 @@
 
 
 def _format_table_meta_text(table_name: str, schema_class: type) -> str:
-    result = f"Table: erp.{table_name}\n"
-    result += "\nColumns:\n"
-
+    result = f"Table: erp.{table_name}\n\nColumns:\n"
     for field_name, field_type in schema_class.__annotations__.items():
         type_str = str(field_type).replace("typing.", "")
-        result += f"  • {field_name}: {type_str}\n"
-
+        meta = schema_class.__dataclass_fields__[field_name].metadata
+        line = f"  • {field_name}: {type_str}"
+        if meta.get("pkey"):
+            line += " [PRIMARY KEY]"
+        if display_name := meta.get("display_name"):
+            line += f" — {display_name}"
+        if description := meta.get("description"):
+            line += f" ({description})"
+        result += line + "\n"
+        if enum_values := meta.get("enum"):
+            result += "      enum: " + ", ".join(f"{e['value']}" for e in enum_values) + "\n"
     return result
 
 

From 0763082abb268e0ae5f879c4d88ba3cc166c98e9 Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Wed, 4 Feb 2026 19:52:11 +0100
Subject: [PATCH 10/11] pipeline and minor vix prompt changes

---
 flexus_simple_bots/vix/vix_install.py |  7 ++--
 flexus_simple_bots/vix/vix_prompts.py | 59 +++++++++++++++++++++------
 2 files changed, 50 insertions(+), 16 deletions(-)

diff --git a/flexus_simple_bots/vix/vix_install.py b/flexus_simple_bots/vix/vix_install.py
index 1a20cca..00e0a86 100644
--- a/flexus_simple_bots/vix/vix_install.py
+++ b/flexus_simple_bots/vix/vix_install.py
@@ -101,13 +101,12 @@ async def install(
         marketable_run_this="python -m flexus_simple_bots.vix.vix_bot",
         marketable_setup_default=vix_setup_schema,
         marketable_featured_actions=[
-            {"feat_question": "Help me set up my company and products", "feat_expert": "default", "feat_depends_on_setup": []},
+            {"feat_question": "Help me set up my company and sales pipeline", "feat_expert": "default", "feat_depends_on_setup": []},
             {"feat_question": "Help me send contacts from my landing page to Flexus", "feat_expert": "default", "feat_depends_on_setup": []},
             {"feat_question": "Help me set up welcome emails to new contacts", "feat_expert": "default", "feat_depends_on_setup": []},
-            {"feat_question": "Help me qualify a lead", "feat_expert": "sales", "feat_depends_on_setup": []},
         ],
         marketable_intro_message="Hi! I'm Vix, your sales and marketing assistant. I can help with CRM management, email automations, contact imports, and sales conversations. What would you like to work on?",
-        marketable_preferred_model_default="claude-sonnet-4-5-20250929",
+        marketable_preferred_model_default="claude-opus-4-5-20251101",
         marketable_daily_budget_default=3_000_000,
         marketable_default_inbox_default=300_000,
         marketable_experts=[
@@ -121,7 +120,7 @@ async def install(
                 fexp_description="Marketing assistant for CRM management, contact import, automated outreach, and company/product setup.",
             )),
             ("sales", ckit_bot_install.FMarketplaceExpertInput(
-                fexp_system_prompt=vix_prompts.vix_prompt_default,
+                fexp_system_prompt=vix_prompts.vix_prompt_sales,
                 fexp_python_kernel="",
                 fexp_block_tools="*setup*",
                 fexp_allow_tools="",
diff --git a/flexus_simple_bots/vix/vix_prompts.py b/flexus_simple_bots/vix/vix_prompts.py
index c10696b..51652de 100644
--- a/flexus_simple_bots/vix/vix_prompts.py
+++ b/flexus_simple_bots/vix/vix_prompts.py
@@ -1,7 +1,7 @@
 from flexus_simple_bots import prompts_common
 from flexus_client_kit.integrations import fi_crm_automations, fi_messenger
 
-vix_prompt_default = f"""
+vix_prompt_sales = f"""
 # Elite AI Sales Agent
 
 You are an elite AI sales agent trained in the C.L.O.S.E.R. Framework, a proven methodology for consultative selling. Your mission is to help prospects discover whether your solution is right for them by making them feel deeply understood, not pressured. Your name is [BotName] from setup.
@@ -324,16 +324,15 @@
 
 ```python
 # Search by email
-erp_table_data(table_name="crm_contact", options={{"where": {{"contact_email": "[email]"}}}})
+erp_table_data(table_name="crm_contact", options={{"filters": "contact_email:=:[email]"}})
 
 # If found, patch:
-erp_table_crud(table_name="crm_contact", operation="patch",
-    where={{"contact_id": "[id]"}},
-    updates={{"contact_bant_score": 2, "contact_details": {{...existing..., "bant": {{...}}}}}}
+erp_table_crud(op="patch", table_name="crm_contact", id="[contact_id]",
+    fields={{"contact_bant_score": 2, "contact_details": {{...existing..., "bant": {{...}}}}}}
 )
 
 # If not found, create:
-erp_table_crud(table_name="crm_contact", operation="create", record={{
+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": {{
@@ -992,7 +991,7 @@
 """
 
 vix_prompt_marketing = f"""
-You are [BotName], a marketing assistant who helps with lead generation, CRM management, automated outreach, and company setup.
+You are [BotName], a marketing assistant who helps with lead generation, CRM management, automated outreach, company setup and sales pipeline.
 
 Personality:
 - Direct and professional, friendly but efficient
@@ -1018,13 +1017,15 @@
 2. flexus_policy_document(op="cat", args={{"p": "/company/sales-strategy"}})
 3. erp_table_data(table_name="product_template", options={{"limit": 20}})
 
+If the user has a website or landing page, suggest they can point you to it so you can read their company info
+from there (using browse or similar), instead of asking them question by question. If they don't have one,
+ask the company info conversationally.
+
 Present what you find and ask what they'd like to update.
 
 ### Company Basics (stored in /company/summary)
 - company_name, industry, website, mission, faq_url
 
-### Products (stored in product_template table via erp_table_crud)
-
 ### Sales Strategy (stored in /company/sales-strategy)
 - Value proposition, target customers
 - Competitors and competitive advantages
@@ -1032,6 +1033,30 @@
 - Escalation contacts (sales, support, billing)
 - What can be promised without approval
 
+### Sales Pipeline Setup
+
+When the user wants to set up their sales pipeline, guide them through:
+
+1. **Pipeline Name** - Ask what this pipeline is for (e.g., "Inbound Sales", "Partner Onboarding", "Enterprise Deals")
+2. **Stages** - Ask the user to describe their sales process steps. Suggest common ones as starting points:
+   - New Lead -> Qualified -> Proposal Sent -> Negotiation -> Won / Lost
+   - Application -> Review -> Trial -> Approved / Rejected
+   Help them define stage_probability (win %) and stage_status (OPEN/WON/LOST) for each.
+3. **Create pipeline and stages** using erp_table_crud
+4. **Deal creation rules** - Ask the user when deals should be created:
+   - Automatically when a new contact arrives? (automation on crm_contact insert/update)
+   - When a communication/activity is sent?
+   - When a contact reaches a certain BANT score?
+   Suggest automations accordingly.
+5. **Deal movement rules** - Ask what should trigger moving a deal between stages:
+   - When a contact replies (inbound activity)?
+   - When a meeting is scheduled?
+   - When a proposal is sent?
+   - After N days without activity (follow-up)?
+   Set up move_deal_stage automations based on their answers.
+
+### Products (stored in product_template table via erp_table_crud)
+
 ### Welcome Email Setup (template + automation)
 
 When user asks to set up welcome emails:
@@ -1098,17 +1123,27 @@
 
 ### CRM Contacts
 ```python
-erp_table_data(table_name="crm_contact", options={{"where": {{"contact_id": "..."}}}})
+erp_table_data(table_name="crm_contact", options={{"filters": "contact_id:=:..."}})
 ```
 
 ### CRM Activities (auto-created, read-only for checking)
 ```python
 erp_table_data(table_name="crm_activity", options={{
-    "where": {{"activity_contact_id": "..."}},
-    "order_by": "-activity_created_at", "limit": 10
+    "filters": "activity_contact_id:=:...",
+    "sort_by": ["activity_created_ts:DESC"], "limit": 10
 }})
 ```
 
+### Deals & Pipeline
+
+When a task involves a contact, check if they have a deal and whether it should move stages:
+```python
+erp_table_data(table_name="crm_deal", options={{"filters": "deal_contact_id:=:..."}})
+```
+
+Move deals forward when it makes sense, depending on the sales pipeline, especially if there are some rules defined.
+Don't move deals backward unless explicitly told to.
+
 ## Follow-up Logic
 
 1. Check contact's last activity

From 702ebc74286bd0579ec7c83d30550050d3e8757b Mon Sep 17 00:00:00 2001
From: Humberto Yusta <humbertoyusta02@gmail.com>
Date: Wed, 4 Feb 2026 20:44:00 +0100
Subject: [PATCH 11/11] minor fixes and guidelines

---
 flexus_client_kit/ckit_erp.py                 |  3 +++
 .../integrations/fi_crm_automations.py        | 21 ++++++++++++++++---
 2 files changed, 21 insertions(+), 3 deletions(-)

diff --git a/flexus_client_kit/ckit_erp.py b/flexus_client_kit/ckit_erp.py
index a01ed2a..daf890e 100644
--- a/flexus_client_kit/ckit_erp.py
+++ b/flexus_client_kit/ckit_erp.py
@@ -274,6 +274,9 @@ def check_record_matches_filter(record: dict, f: str, col_names: set = None) ->
         except (ValueError, TypeError):
             return False
 
+    if val is None:
+        return op == "!=" and filter_val != ""
+
     if op == "=":
         return val == filter_val
     if op == "!=":
diff --git a/flexus_client_kit/integrations/fi_crm_automations.py b/flexus_client_kit/integrations/fi_crm_automations.py
index 8ecd76c..8475f2e 100644
--- a/flexus_client_kit/integrations/fi_crm_automations.py
+++ b/flexus_client_kit/integrations/fi_crm_automations.py
@@ -246,7 +246,7 @@
 - Failed actions are logged but don't stop subsequent actions
 - Triggers fire IMMEDIATELY when the event happens. Time-based filters check conditions at that moment, they don't delay execution
 - For delayed tasks (follow-ups after N days), use `comingup_ts` in post_task_into_bot_inbox action
-- Always react to both insert AND update operations, not just insert
+- **ALWAYS use `["insert", "update"]` for operations, not just `["insert"]`!** If the bot is offline when a record is inserted, it will receive an "update" event when it comes back online. Using only "insert" means you'll miss records created while the bot was down.
 - Multiple follow-ups: all automations trigger at the same moment (when tag is added), so comingup_ts is relative to that moment. If you want follow-up 1 at 3 days, and follow-up 2 to be 4 days after follow-up 1, set follow-up 2 comingup_ts to 7 days (3+4), not 4
 - Chain follow-ups via tags: follow-up 2 should trigger on "followup_1_scheduled" tag (added by follow-up 1), not on "welcome_email_sent". Otherwise there may be a data race creating duplicate tasks
 """
@@ -355,7 +355,10 @@ async def _op_create(self, args: Dict[str, Any], model_args: Dict[str, Any]) ->
             return err
 
         await self._save_automation(name, config)
-        return f"✅ Created automation '{name}'"
+        result = f"✅ Created automation '{name}'"
+        if warnings := get_automation_warnings(config):
+            result += "\n\n⚠️ Warnings:\n" + "\n".join(f"• {w}" for w in warnings)
+        return result
 
     async def _op_update(self, args: Dict[str, Any], model_args: Dict[str, Any]) -> str:
         if not (name := str(ckit_cloudtool.try_best_to_find_argument(args, model_args, "automation_name", "")).strip()):
@@ -373,7 +376,10 @@ async def _op_update(self, args: Dict[str, Any], model_args: Dict[str, Any]) ->
             return err
 
         await self._save_automation(name, config)
-        return f"✅ Updated automation '{name}'"
+        result = f"✅ Updated automation '{name}'"
+        if warnings := get_automation_warnings(config):
+            result += "\n\n⚠️ Warnings:\n" + "\n".join(f"• {w}" for w in warnings)
+        return result
 
     async def _op_delete(self, args: Dict[str, Any], model_args: Dict[str, Any]) -> str:
         if not (name := str(ckit_cloudtool.try_best_to_find_argument(args, model_args, "automation_name", "")).strip()):
@@ -560,6 +566,15 @@ def _resolve_field_value(field_value: Any, context: Dict[str, Any], field_name:
     return value
 
 
+def get_automation_warnings(automation_config: Dict[str, Any]) -> List[str]:
+    warnings = []
+    for i, trigger in enumerate(automation_config.get("triggers", [])):
+        ops = [op.upper() for op in trigger.get("operations", [])]
+        if "INSERT" in ops and "UPDATE" not in ops:
+            warnings.append(f"triggers[{i}]: Using only 'insert' without 'update' is risky. If the bot is offline when a record is inserted, it will receive 'update' when it comes back online and miss the record. Use [\"insert\", \"update\"] instead.")
+    return warnings
+
+
 def validate_automation_config(automation_config: Dict[str, Any], available_erp_tables: List[str] = []) -> Optional[str]:
     if not isinstance(automation_config, dict):
         return "❌ automation_config must be a dict"