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Accept contact.phone in the fundraising contact upsert (server half of card phone)

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_upsert_contact_from_fundraising now reads contact.phone and writes contacts.phone on
both the insert and update paths, so a phone captured from a business card persists on
the canonical contact record. Phone stays contact-level (not a grid pill field),
matching how the team edits it. Validated by test_grid_add_investor.py.

This is the SERVER half of business-card phone capture, staged for the next s9pk
(version bump + build + install). The bot's phone extraction/card/payload lands in the
same deploy, so phone never shows on a card before the box can store it. NOT yet
built or installed to the box.
This commit is contained in:
Keysat
2026-06-20 11:10:34 -05:00
parent 8b2eb01a65
commit 92ab59de4e
2 changed files with 28 additions and 4 deletions
Download Patch File Download Diff File Expand all files Collapse all files
backend/server.py
+7 -4
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@@ -825,6 +825,7 @@ def _upsert_contact_from_fundraising(conn, investor_name, contact, actor_user_id
country = str(contact.get('country') or '').strip()
location_query = str(contact.get('location_query') or '').strip()
linkedin_url = str(contact.get('linkedin_url') or '').strip()
phone = str(contact.get('phone') or '').strip()
if not full_name and not email:
return None
first_name, last_name = _split_full_name(full_name)
@@ -869,20 +870,21 @@ def _upsert_contact_from_fundraising(conn, investor_name, contact, actor_user_id
next_country = country or str(existing['country'] or '')
next_location_query = location_query or str(existing['location_query'] or '')
next_linkedin = linkedin_url or str(existing['linkedin_url'] or '')
next_phone = phone or str(existing['phone'] or '')
next_org = org_id or existing['organization_id']
conn.execute("""
UPDATE contacts
SET first_name = ?, last_name = ?, email = ?, title = ?,
organization_id = ?, source = ?, contact_type = 'investor', city = ?, state = ?, country = ?, location_query = ?, linkedin_url = ?, updated_at = ?
organization_id = ?, source = ?, contact_type = 'investor', city = ?, state = ?, country = ?, location_query = ?, linkedin_url = ?, phone = ?, updated_at = ?
WHERE id = ?
""", (next_first, next_last, next_email, next_title, next_org, next_source, next_city, next_state, next_country, next_location_query, next_linkedin, now(), existing['id']))
""", (next_first, next_last, next_email, next_title, next_org, next_source, next_city, next_state, next_country, next_location_query, next_linkedin, next_phone, now(), existing['id']))
return existing['id']
contact_id = generate_id()
conn.execute("""
INSERT INTO contacts (
id, first_name, last_name, email, title, organization_id, source, contact_type, status, city, state, country, location_query, linkedin_url, created_by, updated_at
) VALUES (?, ?, ?, ?, ?, ?, ?, 'investor', 'active', ?, ?, ?, ?, ?, ?, ?)
id, first_name, last_name, email, title, organization_id, source, contact_type, status, city, state, country, location_query, linkedin_url, phone, created_by, updated_at
) VALUES (?, ?, ?, ?, ?, ?, ?, 'investor', 'active', ?, ?, ?, ?, ?, ?, ?, ?)
""", (
contact_id,
first_name or 'Unknown',
@@ -896,6 +898,7 @@ def _upsert_contact_from_fundraising(conn, investor_name, contact, actor_user_id
country,
location_query,
linkedin_url,
phone,
actor_user_id,
now()
))