@clix-so/clix-agent-skills 0.1.3 → 0.1.5

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+ ---
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+ name: clix-user-management
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+ description:
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+ Implements Clix user identification and user properties (setUserId,
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+ removeUserId, setUserProperty/setUserProperties,
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+ removeUserProperty/removeUserProperties) with safe schemas, logout best
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+ practices, and campaign-ready personalization/audience usage. Use when the
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+ user mentions login/logout, userId, user properties, personalization, or
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+ audience targeting.
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+ ---
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+
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+ # Clix User Management
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+
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+ Use this skill to help developers implement **Clix user identification** and
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+ **user properties** so campaigns can use `user.*` variables and audience
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+ filters, and so user identity is consistent across devices and sessions.
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+
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+ ## What the official docs guarantee (high-signal)
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+
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+ - **Anonymous vs identified**: if no user ID is set, Clix treats the user as
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+ anonymous; setting a user ID converts the anonymous user into an identified
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+ user and links prior activity.
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+ - **Logout**: **do not** call `setUserId(null)` on logout; handle logout in app
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+ logic only; when a different user logs in, call `setUserId(newUserId)` to
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+ switch.
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+ - **User properties**: values are strings, numbers, or booleans; user operations
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+ can throw—handle errors.
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+
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+ ## MCP-first (source of truth)
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+
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+ If Clix MCP tools are available, treat them as the **source of truth**:
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+
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+ - `clix-mcp-server:search_docs` for conceptual behavior and logout guidance
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+ - `clix-mcp-server:search_sdk` for exact SDK signatures per platform
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+
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+ If MCP tools are not available, use the bundled references:
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+
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+ - Contract + pitfalls → `references/user-management-contract.md`
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+ - Logout + switching rules → `references/logout-and-switching.md`
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+ - Property schema + PII → `references/property-schema.md`
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+ - Implementation patterns → `references/implementation-patterns.md`
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+ - Personalization + audience mapping →
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+ `references/personalization-and-audience.md`
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+ - Debugging checklist → `references/debugging.md`
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+
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+ ## Workflow (copy + check off)
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+
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+ ```
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+ User management progress:
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+ - [ ] 1) Confirm platform(s) and auth model (anonymous browsing? login? shared devices?)
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+ - [ ] 2) Propose user plan (when setUserId/removeUserId, properties, logout policy)
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+ - [ ] 3) Validate plan (PII, property types, logout rules)
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+ - [ ] 4) Implement (platform-correct calls + error handling)
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+ - [ ] 5) Verify (switching works, properties appear, campaigns can target/personalize)
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+ ```
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+
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+ ## 1) Confirm the minimum inputs
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+
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+ Ask only what’s needed:
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+
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+ - **Platform**: iOS / Android / React Native / Flutter
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+ - **Auth events**: where login success and logout happen in code
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+ - **User identifier**: what stable ID to use (prefer internal user id, not
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+ email)
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+ - **PII policy**: what must never be stored as user properties
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+ - **Campaign goals**: personalization, audience filters, or both
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+
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+ ## 2) Propose a “User Plan” (before touching code)
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+
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+ Return a compact table:
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+
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+ - **user_id source**: where it comes from (auth response, local db)
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+ - **setUserId timing**: exact point (after login success / token saved)
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+ - **logout behavior**: explicitly “no call to setUserId(null)”
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+ - **properties**: key + type, required vs optional
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+ - **purpose**: personalization / audience / analytics
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+
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+ ## 3) Validate the plan (fast feedback loop)
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+
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+ Create `user-plan.json` in `.clix/` (recommended) or project root.
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+
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+ **For agents**: locate `scripts/validate-user-plan.sh` in the installed skill
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+ directory and run:
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+
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+ ```bash
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+ # From project root:
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+ bash <skill-dir>/scripts/validate-user-plan.sh .clix/user-plan.json
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+ # Or if in root:
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+ bash <skill-dir>/scripts/validate-user-plan.sh user-plan.json
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+ ```
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+
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+ If validation fails: fix the plan first, then implement.
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+
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+ ## 4) Implement (platform-correct)
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+
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+ Use MCP to fetch the exact signatures per platform, then:
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+
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+ - Place `setUserId(...)` **after** login/signup is confirmed.
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+ - On logout: **do nothing with Clix** (no `setUserId(null)`).
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+ - When switching users: call `setUserId(newUserId)` after the new login
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+ succeeds.
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+ - Set user properties only from controlled sources; avoid free-text/PII.
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+ - Always handle errors (async calls can throw).
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+
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+ ## 5) Verify
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+
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+ - Identity:
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+ - Anonymous flow works without calling `setUserId`
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+ - After login, `setUserId` is called once and stable
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+ - Switching accounts updates the active profile
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+ - Properties:
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+ - Properties are primitives (string/number/boolean) and consistent
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+ - Campaign audiences can filter on them
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+ - Messages can use `user.*` personalization
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+ # Debugging User Management
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+
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+ ## Contents
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+
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+ - Quick triage
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+ - Common causes
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+ - Verification checklist
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+
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+ ## Quick triage
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+
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+ 1. Confirm `Clix.initialize(...)` is called before user operations.
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+ 2. Confirm `setUserId(...)` is called only after login success.
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+ 3. Confirm logout does **not** call `setUserId(null)`.
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+ 4. Confirm user properties are primitives and stable.
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+
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+ ## Common causes
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+
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+ - **Not initialized**: calls before init completes.
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+ - **Wrong timing**: calling `setUserId` before auth success.
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+ - **Bad property values**: objects/arrays, inconsistent types.
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+ - **PII leakage**: sending email/phone/name.
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+
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+ ## Verification checklist
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+
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+ - Add temporary logs around login success and user calls (remove after).
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+ - Verify in Clix dashboard:
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+ - user id shows as expected
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+ - properties appear and are filterable
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+ - message templates can resolve `user.*`
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+ # Implementation Patterns
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+
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+ ## Contents
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+
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+ - When to call setUserId
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+ - When to remove user id
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+ - Property update patterns
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+ - Error handling
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+
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+ ## When to call setUserId
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+
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+ Call `setUserId(userId)`:
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+
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+ - after login/signup succeeds (not on button tap)
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+ - after you have a stable identifier (prefer internal user id)
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+ - ideally once per session change (dedupe repeated calls)
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+
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+ ## When to remove user id
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+
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+ Prefer the docs-recommended logout behavior:
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+
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+ - On logout: **do nothing with Clix**.
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+
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+ Only use `removeUserId()` if you have a strong reason and you understand the
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+ impact on shared devices and re-engagement.
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+
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+ ## Property update patterns
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+
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+ - Set properties from controlled sources (backend flags, billing state).
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+ - Use small, stable values (enums/known strings).
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+ - Avoid frequent writes in tight loops.
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+
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+ ## Error handling
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+
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+ - Treat user management operations as potentially failing:
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+ - wrap async calls in try/catch
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+ - log enough context to debug (user id, property keys—not values if sensitive)
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+ # Logout and User Switching
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+
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+ ## Contents
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+
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+ - Golden rule
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+ - Recommended patterns
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+ - What to avoid
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+
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+ ## Golden rule
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+
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+ **Do not call `setUserId(null)` on logout.**
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+
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+ Instead:
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+
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+ - On logout: do nothing with Clix (only clear your app session).
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+ - On next login: call `setUserId(newUserId)` to switch profiles.
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+
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+ ## Recommended patterns
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+
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+ - **Login success boundary**:
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+ - after auth succeeds (and you have a stable user id)
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+ - after tokens/session are stored (if applicable)
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+ - then call `setUserId(userId)`
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+
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+ - **Shared device**:
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+ - keep an internal notion of “current user”
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+ - do not try to “reset” Clix user on logout
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+
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+ ## What to avoid
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+
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+ - `setUserId(null)` or “clear user” calls on logout.
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+ - setting user ID based on unverified inputs (typed email in login form).
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+ # Personalization + Audience Mapping
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+
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+ ## Contents
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+
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+ - How user properties are used
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+ - Personalization (`user.*`)
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+ - Audience filters
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+ - Common mistakes
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+
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+ ## How user properties are used
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+
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+ User properties power:
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+
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+ - **Message personalization** via `user.*`
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+ - **Audience targeting** (filters on user/custom attributes)
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+
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+ ## Personalization (`user.*`)
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+
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+ Use `user.*` variables in templates to personalize message content and links.
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+ Missing values render as empty string.
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+
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+ ## Audience filters
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+
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+ Audience builder can filter on:
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+
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+ - user id
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+ - built-in attributes (like last session)
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+ - custom attributes (your user properties)
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+
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+ ## Common mistakes
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+
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+ - Storing PII (email/phone/name) as user properties by default.
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+ - Sending inconsistent types for the same property (e.g., `"25"` vs `25`).
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+ - Renaming keys without migrating campaign filters.
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+ # User Property Schema + PII Guardrails
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+
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+ ## Contents
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+
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+ - Naming rules
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+ - Allowed types
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+ - PII guardrails
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+ - User Plan template
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+
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+ ## Naming rules
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+
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+ - **Property keys**: `snake_case` recommended.
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+ - Prefer stable keys that won’t be renamed every sprint.
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+
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+ ## Allowed types
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+
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+ - `string`
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+ - `number`
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+ - `boolean`
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+
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+ If you must send complex objects: stringify intentionally and document it.
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+
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+ ## PII guardrails
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+
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+ Default stance: **do not store PII in user properties** unless explicitly
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+ approved.
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+
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+ Common PII/sensitive values to avoid:
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+
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+ - email, phone number, full name
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+ - free-text fields (notes, messages)
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+ - government IDs, payment card details
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+
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+ Prefer stable internal IDs:
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+
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+ - `user_id` (your system’s id) instead of email/phone
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+
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+ ## User Plan template
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+
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+ Create `.clix/user-plan.json` (recommended) or `user-plan.json` in project root:
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+
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+ ```json
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+ {
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+ "conventions": {
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+ "property_key_case": "snake_case"
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+ },
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+ "pii": {
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+ "allowed": [],
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+ "blocked": ["email", "phone", "name", "free_text"]
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+ },
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+ "user_id": {
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+ "source": "auth response",
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+ "example": "user_12345"
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+ },
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+ "logout_policy": "do_not_set_user_id_null",
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+ "properties": {
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+ "subscription_tier": { "type": "string", "required": false },
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+ "premium": { "type": "boolean", "required": false },
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+ "age": { "type": "number", "required": false }
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+ }
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+ }
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+ ```
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+
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+ **Note**: The validation script validates `logout_policy`, `user_id`, and
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+ `properties`. The `conventions` and `pii` fields are optional metadata.
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+ # Clix User Management Contract
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+
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+ ## Contents
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+
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+ - Core concepts
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+ - SDK surface (conceptual)
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+ - User properties types
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+ - Platform notes
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+ - Pitfalls
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+
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+ ## Core concepts
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+
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+ - **Anonymous user**: default when no user ID is set.
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+ - **Identified user**: after setting user ID; historical activity is linked.
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+ - **Multi-device**: user identity can be consistent across devices when using
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+ the same user ID.
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+
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+ ## SDK surface (conceptual)
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+
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+ - `setUserId(userId)`
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+ - `removeUserId()`
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+ - `setUserProperty(key, value)`
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+ - `setUserProperties(map)`
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+ - `removeUserProperty(key)`
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+ - `removeUserProperties(keys)`
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+
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+ ## User properties types
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+
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+ Prefer JSON primitives:
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+
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+ - **string**
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+ - **number**
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+ - **boolean**
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+
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+ Avoid:
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+
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+ - `null` (inconsistent behavior)
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+ - nested objects/arrays unless you intentionally stringify them
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+ - PII unless explicitly approved
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+
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+ ## Platform notes
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+
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+ - **iOS**: async + sync APIs exist; async is recommended.
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+ - **Android**: suspend functions; internal device service maps user ID to a user
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+ property on the device backend.
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+ - **React Native**: Promise-based APIs.
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+ - **Flutter**: async APIs; user property model infers type and stringifies
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+ unsupported values.
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+
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+ ## Pitfalls
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+
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+ - Calling `setUserId(null)` on logout (don’t).
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+ - Setting user ID before login is confirmed (causes wrong attribution).
54
+ - Sending PII as user properties by default.
55
+ - Using unstable identifiers (email/phone) as user ID when an internal ID
56
+ exists.
@@ -0,0 +1,92 @@
1
+ #!/usr/bin/env bash
2
+ #
3
+ # Validate a Clix user management plan (user-plan.json).
4
+ #
5
+ # Usage:
6
+ # bash skills/user-management/scripts/validate-user-plan.sh path/to/user-plan.json
7
+ #
8
+ set -euo pipefail
9
+
10
+ plan_path="${1:-}"
11
+ if [[ -z "$plan_path" ]]; then
12
+ echo "Usage: bash skills/user-management/scripts/validate-user-plan.sh path/to/user-plan.json" >&2
13
+ exit 2
14
+ fi
15
+
16
+ if [[ ! -f "$plan_path" ]]; then
17
+ echo "Error: file not found: $plan_path" >&2
18
+ exit 2
19
+ fi
20
+
21
+ validate_with_python() {
22
+ python3 - "$plan_path" <<'PY'
23
+ import json
24
+ import re
25
+ import sys
26
+
27
+ path = sys.argv[1]
28
+ snake = re.compile(r"^[a-z][a-z0-9_]*$")
29
+
30
+ with open(path, "r", encoding="utf-8") as f:
31
+ data = json.load(f)
32
+
33
+ errors = []
34
+
35
+ logout_policy = data.get("logout_policy")
36
+ if logout_policy not in (None, "do_not_set_user_id_null"):
37
+ errors.append("logout_policy must be 'do_not_set_user_id_null' if present")
38
+
39
+ user_id = data.get("user_id")
40
+ if not isinstance(user_id, dict):
41
+ errors.append("user_id must be an object")
42
+ else:
43
+ src = user_id.get("source")
44
+ ex = user_id.get("example")
45
+ if not isinstance(src, str) or not src.strip():
46
+ errors.append("user_id.source must be a non-empty string")
47
+ if ex is not None and (not isinstance(ex, str) or not ex.strip()):
48
+ errors.append("user_id.example must be a non-empty string if present")
49
+
50
+ props = data.get("properties")
51
+ if not isinstance(props, dict) or not props:
52
+ errors.append("properties must be a non-empty object")
53
+ else:
54
+ for key, spec in props.items():
55
+ if not isinstance(key, str) or not snake.match(key):
56
+ errors.append(f"properties key '{key}' must be snake_case")
57
+ continue
58
+ if not isinstance(spec, dict):
59
+ errors.append(f"properties['{key}'] must be an object")
60
+ continue
61
+ t = spec.get("type")
62
+ if t is None:
63
+ errors.append(f"properties['{key}'].type is required")
64
+ elif t not in ("string", "number", "boolean"):
65
+ errors.append(f"properties['{key}'].type must be one of: string, number, boolean")
66
+ req = spec.get("required")
67
+ if req is not None and not isinstance(req, bool):
68
+ errors.append(f"properties['{key}'].required must be boolean if present")
69
+
70
+ if errors:
71
+ print("❌ user-plan validation failed:")
72
+ for e in errors:
73
+ print(f"- {e}")
74
+ sys.exit(1)
75
+
76
+ print("✅ user-plan validation passed")
77
+ PY
78
+ }
79
+
80
+ if command -v python3 >/dev/null 2>&1; then
81
+ validate_with_python
82
+ exit 0
83
+ fi
84
+
85
+ echo "Warning: python3 not found; only checking JSON validity with node if available." >&2
86
+ if command -v node >/dev/null 2>&1; then
87
+ node -e "JSON.parse(require('fs').readFileSync(process.argv[1], 'utf8')); console.log('✅ JSON is valid');" "$plan_path"
88
+ exit 0
89
+ fi
90
+
91
+ echo "Error: neither python3 nor node found; cannot validate." >&2
92
+ exit 2