@agent-crm/cli 0.0.1

package/dist/commands/import.js

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+import { readFileSync } from "node:fs";
+import path from "node:path";
+import { findWorkspace, openWorkspace } from "../workspace/open.js";
+import { exec } from "../db/execute.js";
+import { fail, isJson, ok, setJsonMode } from "../output/json.js";
+import { startUiServer } from "./ui.js";
+import { generateUuid } from "../lib/ids.js";
+import { nowIso } from "../lib/time.js";
+import { AcrmError, ERR } from "../lib/errors.js";
+import { encode, normalizeUniqueKey, normalizeDomain, domainFromEmail, } from "../domain/values.js";
+function parseCsv(text) {
+    const rows = [];
+    let cur = [];
+    let field = "";
+    let inQuotes = false;
+    let i = 0;
+    while (i < text.length) {
+        const c = text[i];
+        if (inQuotes) {
+            if (c === '"') {
+                if (text[i + 1] === '"') {
+                    field += '"';
+                    i += 2;
+                    continue;
+                }
+                inQuotes = false;
+                i++;
+                continue;
+            }
+            field += c;
+            i++;
+            continue;
+        }
+        if (c === '"') {
+            inQuotes = true;
+            i++;
+            continue;
+        }
+        if (c === ",") {
+            cur.push(field);
+            field = "";
+            i++;
+            continue;
+        }
+        if (c === "\r") {
+            i++;
+            continue;
+        }
+        if (c === "\n") {
+            cur.push(field);
+            rows.push(cur);
+            cur = [];
+            field = "";
+            i++;
+            continue;
+        }
+        field += c;
+        i++;
+    }
+    if (field.length || cur.length) {
+        cur.push(field);
+        rows.push(cur);
+    }
+    if (!rows.length)
+        return [];
+    const header = rows[0].map((h) => h.trim().toLowerCase());
+    const out = [];
+    for (let r = 1; r < rows.length; r++) {
+        const row = rows[r];
+        if (row.length === 1 && row[0] === "")
+            continue;
+        const obj = {};
+        for (let c = 0; c < header.length; c++) {
+            obj[header[c]] = (row[c] ?? "").trim();
+        }
+        out.push(obj);
+    }
+    return out;
+}
+function pick(row, ...keys) {
+    for (const k of keys) {
+        const v = row[k];
+        if (v && v.length)
+            return v;
+    }
+    return null;
+}
+async function findRecordByUnique(lix, object_slug, attribute_slug, normalized_key) {
+    const r = await exec(lix, `SELECT record_id FROM acrm_value
+     WHERE object_slug = $1 AND attribute_slug = $2
+       AND normalized_key = $3 AND active_until IS NULL
+     LIMIT 1`, [object_slug, attribute_slug, normalized_key]);
+    return r.rows[0]?.record_id ?? null;
+}
+async function insertRecord(lix, object_slug, record_id) {
+    await exec(lix, "INSERT INTO acrm_record (object_slug, record_id) VALUES ($1, $2)", [object_slug, record_id]);
+}
+async function insertValue(lix, args) {
+    const normalized = normalizeUniqueKey(args.attribute_type, args.value_json);
+    const ref = args.attribute_type === "record-reference"
+        ? {
+            ref_object: args.value_json.target_object ?? null,
+            ref_record_id: args.value_json.target_record_id ?? null,
+        }
+        : { ref_object: null, ref_record_id: null };
+    const params = [
+        await generateUuid(lix),
+        args.object_slug,
+        args.record_id,
+        args.attribute_slug,
+        JSON.stringify(args.value_json),
+        args.attribute_type,
+        nowIso(),
+        normalized,
+        ref.ref_object,
+        ref.ref_record_id,
+        args.source,
+        JSON.stringify(args.provenance),
+    ];
+    await exec(lix, `INSERT INTO acrm_value
+      (id, object_slug, record_id, attribute_slug, value_json, attribute_type,
+       active_from, normalized_key, ref_object, ref_record_id, source, provenance_json)
+     VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12)`, params);
+}
+async function getAttribute(lix, object_slug, attribute_slug) {
+    const r = await exec(lix, "SELECT attribute_type FROM acrm_attribute WHERE object_slug = $1 AND attribute_slug = $2", [object_slug, attribute_slug]);
+    const row = r.rows[0];
+    if (!row)
+        return null;
+    return { attribute_type: row.attribute_type };
+}
+async function setSingleValue(lix, args) {
+    const value_json = encode(args.attribute_type, args.value);
+    // close any active values
+    await exec(lix, `UPDATE acrm_value SET active_until = $1
+     WHERE object_slug = $2 AND record_id = $3 AND attribute_slug = $4 AND active_until IS NULL`, [nowIso(), args.object_slug, args.record_id, args.attribute_slug]);
+    await insertValue(lix, { ...args, value_json });
+}
+async function addMultiValue(lix, args) {
+    const value_json = encode(args.attribute_type, args.value);
+    const normalized = normalizeUniqueKey(args.attribute_type, value_json);
+    if (normalized) {
+        const exists = await exec(lix, `SELECT 1 FROM acrm_value
+       WHERE object_slug = $1 AND record_id = $2 AND attribute_slug = $3
+         AND normalized_key = $4 AND active_until IS NULL LIMIT 1`, [args.object_slug, args.record_id, args.attribute_slug, normalized]);
+        if (exists.rows.length)
+            return;
+    }
+    await insertValue(lix, { ...args, value_json });
+}
+async function importRow(lix, row, source, rowIndex, stats) {
+    const provenance = { row: rowIndex };
+    const email = pick(row, "email", "email_address", "email_addresses");
+    const composed = [pick(row, "first_name"), pick(row, "last_name")]
+        .filter(Boolean)
+        .join(" ")
+        .trim();
+    const fullName = pick(row, "name", "full_name", "person_name") ?? (composed.length ? composed : null);
+    const companyName = pick(row, "company", "company_name", "organization");
+    const domainRaw = pick(row, "domain", "website", "company_domain");
+    const jobTitle = pick(row, "job_title", "title", "role");
+    const linkedin = pick(row, "linkedin_url", "linkedin");
+    // company
+    let companyId = null;
+    let companyDomain = null;
+    if (domainRaw)
+        companyDomain = normalizeDomain(domainRaw);
+    else if (email)
+        companyDomain = domainFromEmail(email);
+    if (companyDomain) {
+        const existing = await findRecordByUnique(lix, "companies", "domains", companyDomain);
+        if (existing) {
+            companyId = existing;
+        }
+        else {
+            companyId = await generateUuid(lix);
+            await insertRecord(lix, "companies", companyId);
+            await addMultiValue(lix, {
+                object_slug: "companies",
+                record_id: companyId,
+                attribute_slug: "domains",
+                attribute_type: "domain",
+                value: companyDomain,
+                source,
+                provenance,
+            });
+            if (companyName) {
+                await setSingleValue(lix, {
+                    object_slug: "companies",
+                    record_id: companyId,
+                    attribute_slug: "name",
+                    attribute_type: "text",
+                    value: companyName,
+                    source,
+                    provenance,
+                });
+            }
+            stats.companies_created++;
+        }
+    }
+    // person
+    let personId = null;
+    if (email) {
+        const normalized = email.trim().toLowerCase();
+        const existing = await findRecordByUnique(lix, "people", "email_addresses", normalized);
+        if (existing) {
+            personId = existing;
+        }
+        else {
+            personId = await generateUuid(lix);
+            await insertRecord(lix, "people", personId);
+            await addMultiValue(lix, {
+                object_slug: "people",
+                record_id: personId,
+                attribute_slug: "email_addresses",
+                attribute_type: "email-address",
+                value: email,
+                source,
+                provenance,
+            });
+            if (fullName) {
+                await setSingleValue(lix, {
+                    object_slug: "people",
+                    record_id: personId,
+                    attribute_slug: "name",
+                    attribute_type: "personal-name",
+                    value: fullName,
+                    source,
+                    provenance,
+                });
+            }
+            if (jobTitle) {
+                await setSingleValue(lix, {
+                    object_slug: "people",
+                    record_id: personId,
+                    attribute_slug: "job_title",
+                    attribute_type: "text",
+                    value: jobTitle,
+                    source,
+                    provenance,
+                });
+            }
+            if (linkedin) {
+                await setSingleValue(lix, {
+                    object_slug: "people",
+                    record_id: personId,
+                    attribute_slug: "linkedin_url",
+                    attribute_type: "url",
+                    value: linkedin,
+                    source,
+                    provenance,
+                });
+            }
+            stats.people_created++;
+        }
+        if (companyId) {
+            await setSingleValue(lix, {
+                object_slug: "people",
+                record_id: personId,
+                attribute_slug: "company",
+                attribute_type: "record-reference",
+                value: { target_object: "companies", target_record_id: companyId },
+                source,
+                provenance,
+            });
+        }
+    }
+    // deal (optional)
+    const dealName = pick(row, "deal_name", "deal");
+    if (dealName) {
+        const dealId = await generateUuid(lix);
+        await insertRecord(lix, "deals", dealId);
+        await setSingleValue(lix, {
+            object_slug: "deals",
+            record_id: dealId,
+            attribute_slug: "name",
+            attribute_type: "text",
+            value: dealName,
+            source,
+            provenance,
+        });
+        const stage = pick(row, "deal_stage", "stage");
+        if (stage) {
+            const attr = await getAttribute(lix, "deals", "stage");
+            if (attr) {
+                await setSingleValue(lix, {
+                    object_slug: "deals",
+                    record_id: dealId,
+                    attribute_slug: "stage",
+                    attribute_type: attr.attribute_type,
+                    value: stage,
+                    source,
+                    provenance,
+                });
+            }
+        }
+        const dealValue = pick(row, "deal_value", "value");
+        if (dealValue) {
+            await setSingleValue(lix, {
+                object_slug: "deals",
+                record_id: dealId,
+                attribute_slug: "value",
+                attribute_type: "currency",
+                value: dealValue,
+                source,
+                provenance,
+            });
+        }
+        const closeDate = pick(row, "close_date", "deal_close_date");
+        if (closeDate) {
+            await setSingleValue(lix, {
+                object_slug: "deals",
+                record_id: dealId,
+                attribute_slug: "close_date",
+                attribute_type: "date",
+                value: closeDate,
+                source,
+                provenance,
+            });
+        }
+        const nextStep = pick(row, "next_step", "deal_next_step");
+        if (nextStep) {
+            await setSingleValue(lix, {
+                object_slug: "deals",
+                record_id: dealId,
+                attribute_slug: "next_step",
+                attribute_type: "text",
+                value: nextStep,
+                source,
+                provenance,
+            });
+        }
+        if (companyId) {
+            await setSingleValue(lix, {
+                object_slug: "deals",
+                record_id: dealId,
+                attribute_slug: "associated_company",
+                attribute_type: "record-reference",
+                value: { target_object: "companies", target_record_id: companyId },
+                source,
+                provenance,
+            });
+        }
+        if (personId) {
+            await addMultiValue(lix, {
+                object_slug: "deals",
+                record_id: dealId,
+                attribute_slug: "associated_people",
+                attribute_type: "record-reference",
+                value: { target_object: "people", target_record_id: personId },
+                source,
+                provenance,
+            });
+        }
+        stats.deals_created++;
+    }
+}
+export function registerImport(program) {
+    const importCmd = program
+        .command("import")
+        .description("import data into the .acrm file (creates people + companies; deals only when the CSV has deal columns)");
+    importCmd
+        .command("csv <path>")
+        .description("import a CSV. Creates one person per email and one company per domain. Creates a deal only when the CSV has a 'deal_name' or 'deal' column — leads alone do not become deals.")
+        .option("-p, --port <port>", "port for the UI server", "3737")
+        .option("--no-ui", "do not launch the UI after import")
+        .option("--no-open", "do not auto-open the browser when launching the UI")
+        .addHelpText("after", `
+Recognized columns (header is trim+lowercase only — use snake_case, not "Company Name"):
+
+  Person     email | email_address | email_addresses
+             name | full_name | person_name   (or first_name + last_name)
+             job_title | title | role
+             linkedin_url | linkedin
+
+  Company    company | company_name | organization
+             domain | website | company_domain
+
+  Deal       deal_name | deal                 (presence triggers deal creation)
+             deal_stage | stage
+             deal_value | value
+             close_date | deal_close_date
+             next_step | deal_next_step
+
+Identity:
+  - companies are deduplicated by normalized domain (or domain-from-email)
+  - people are deduplicated by lowercased email
+  - rows without an email skip person creation
+  - rows without a domain or email skip company creation
+`)
+        .action(async (csvPath, opts) => {
+        const root = program.opts();
+        setJsonMode(root.json);
+        const port = Number(opts.port);
+        if (opts.ui && (!Number.isInteger(port) || port <= 0 || port > 65535)) {
+            fail(`invalid port: ${opts.port}`, ERR.IMPORT);
+            process.exit(1);
+        }
+        let lix = null;
+        try {
+            const abs = path.resolve(csvPath);
+            const text = readFileSync(abs, "utf8");
+            const rows = parseCsv(text);
+            const source = `csv:${path.basename(abs)}`;
+            lix = await openWorkspace({ workspace: root.workspace });
+            const stats = {
+                rows: rows.length,
+                companies_created: 0,
+                people_created: 0,
+                deals_created: 0,
+            };
+            for (let i = 0; i < rows.length; i++) {
+                await importRow(lix, rows[i], source, i + 1, stats);
+            }
+            ok(stats);
+            if (opts.ui) {
+                const resolved = root.workspace
+                    ? root.workspace.endsWith(".acrm")
+                        ? root.workspace
+                        : root.workspace + ".acrm"
+                    : (findWorkspace() ?? "workspace.acrm");
+                const workspaceLabel = path.basename(resolved);
+                startUiServer(lix, workspaceLabel, { port, open: opts.open });
+                // server now owns the lix handle
+                return;
+            }
+            await lix.close();
+            if (!isJson()) {
+                const bold = process.env.NO_COLOR ? "" : "\x1b[1m";
+                const reset = process.env.NO_COLOR ? "" : "\x1b[0m";
+                process.stdout.write(`\nNext: ${bold}acrm ui${reset} to validate the import in your browser\n`);
+            }
+        }
+        catch (e) {
+            if (lix) {
+                try {
+                    await lix.close();
+                }
+                catch {
+                    // ignore
+                }
+            }
+            if (e instanceof AcrmError)
+                fail(e.message, e.code, e.hint);
+            else
+                fail(e instanceof Error ? e.message : String(e), ERR.IMPORT);
+            process.exit(1);
+        }
+    });
+}
+//# sourceMappingURL=import.js.map

package/dist/commands/import.js.map

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package/dist/commands/init.js

@@ -0,0 +1,97 @@
+import { openWorkspace } from "../workspace/open.js";
+import { registerAllSchemas } from "../workspace/schemas/index.js";
+import { exec } from "../db/execute.js";
+import { fail, isJson, ok, setJsonMode } from "../output/json.js";
+import { generateUuid } from "../lib/ids.js";
+import { AcrmError, ERR } from "../lib/errors.js";
+const OBJECTS = [
+    { object_slug: "people", singular_name: "Person", plural_name: "People" },
+    { object_slug: "companies", singular_name: "Company", plural_name: "Companies" },
+    { object_slug: "deals", singular_name: "Deal", plural_name: "Deals" },
+];
+const ATTRIBUTES = [
+    // companies
+    { object_slug: "companies", attribute_slug: "name", title: "Name", attribute_type: "text", is_multivalued: false, is_unique: false },
+    { object_slug: "companies", attribute_slug: "domains", title: "Domains", attribute_type: "domain", is_multivalued: true, is_unique: true },
+    { object_slug: "companies", attribute_slug: "description", title: "Description", attribute_type: "text", is_multivalued: false, is_unique: false },
+    { object_slug: "companies", attribute_slug: "linkedin_url", title: "LinkedIn", attribute_type: "url", is_multivalued: false, is_unique: false },
+    { object_slug: "companies", attribute_slug: "team", title: "Team", attribute_type: "record-reference", is_multivalued: true, is_unique: false, config: { target_object: "people", inverse: "company" } },
+    { object_slug: "companies", attribute_slug: "associated_deals", title: "Associated deals", attribute_type: "record-reference", is_multivalued: true, is_unique: false, config: { target_object: "deals", inverse: "associated_company" } },
+    // people
+    { object_slug: "people", attribute_slug: "name", title: "Name", attribute_type: "personal-name", is_multivalued: false, is_unique: false },
+    { object_slug: "people", attribute_slug: "email_addresses", title: "Email addresses", attribute_type: "email-address", is_multivalued: true, is_unique: true },
+    { object_slug: "people", attribute_slug: "job_title", title: "Job title", attribute_type: "text", is_multivalued: false, is_unique: false },
+    { object_slug: "people", attribute_slug: "linkedin_url", title: "LinkedIn", attribute_type: "url", is_multivalued: false, is_unique: false },
+    { object_slug: "people", attribute_slug: "company", title: "Company", attribute_type: "record-reference", is_multivalued: false, is_unique: false, config: { target_object: "companies", inverse: "team" } },
+    { object_slug: "people", attribute_slug: "associated_deals", title: "Associated deals", attribute_type: "record-reference", is_multivalued: true, is_unique: false, config: { target_object: "deals", inverse: "associated_people" } },
+    // deals
+    { object_slug: "deals", attribute_slug: "name", title: "Name", attribute_type: "text", is_multivalued: false, is_unique: false },
+    { object_slug: "deals", attribute_slug: "stage", title: "Stage", attribute_type: "status", is_multivalued: false, is_unique: false, config: { options: [{ id: "lead", title: "Lead" }, { id: "in_progress", title: "In Progress" }, { id: "won", title: "Won 🎉" }, { id: "lost", title: "Lost" }] } },
+    { object_slug: "deals", attribute_slug: "value", title: "Value", attribute_type: "currency", is_multivalued: false, is_unique: false, config: { currency_code: "USD" } },
+    { object_slug: "deals", attribute_slug: "associated_company", title: "Associated company", attribute_type: "record-reference", is_multivalued: false, is_unique: false, config: { target_object: "companies", inverse: "associated_deals" } },
+    { object_slug: "deals", attribute_slug: "associated_people", title: "Associated people", attribute_type: "record-reference", is_multivalued: true, is_unique: false, config: { target_object: "people", inverse: "associated_deals" } },
+    { object_slug: "deals", attribute_slug: "close_date", title: "Close date", attribute_type: "date", is_multivalued: false, is_unique: false },
+    { object_slug: "deals", attribute_slug: "next_step", title: "Next step", attribute_type: "text", is_multivalued: false, is_unique: false },
+];
+async function seedObjects(lix) {
+    for (const o of OBJECTS) {
+        const have = await exec(lix, "SELECT object_slug FROM acrm_object WHERE object_slug = $1", [o.object_slug]);
+        if (have.rows.length)
+            continue;
+        await exec(lix, "INSERT INTO acrm_object (object_slug, singular_name, plural_name) VALUES ($1, $2, $3)", [o.object_slug, o.singular_name, o.plural_name]);
+    }
+}
+async function seedAttributes(lix) {
+    for (const a of ATTRIBUTES) {
+        const have = await exec(lix, "SELECT attribute_slug FROM acrm_attribute WHERE object_slug = $1 AND attribute_slug = $2", [a.object_slug, a.attribute_slug]);
+        if (have.rows.length)
+            continue;
+        const params = [
+            a.object_slug,
+            a.attribute_slug,
+            a.title,
+            a.attribute_type,
+            a.is_multivalued,
+            a.is_unique,
+            a.config ? JSON.stringify(a.config) : null,
+        ];
+        await exec(lix, `INSERT INTO acrm_attribute
+        (object_slug, attribute_slug, title, attribute_type, is_multivalued, is_unique, config_json)
+       VALUES ($1, $2, $3, $4, $5, $6, $7)`, params);
+    }
+}
+export function registerInit(program) {
+    program
+        .command("init <name>")
+        .description("create a new .acrm file in the current directory (e.g. `acrm init cluster.acrm`)")
+        .action(async (name) => {
+        const root = program.opts();
+        setJsonMode(root.json);
+        try {
+            const lix = await openWorkspace({ workspace: name, create: true });
+            try {
+                await registerAllSchemas(lix);
+                await seedObjects(lix);
+                await seedAttributes(lix);
+                const workspaceId = await generateUuid(lix);
+                ok({ initialized: true, workspace_id: workspaceId });
+                if (!isJson()) {
+                    const bold = process.env.NO_COLOR ? "" : "\x1b[1m";
+                    const reset = process.env.NO_COLOR ? "" : "\x1b[0m";
+                    process.stdout.write(`\nNext: ${bold}acrm import csv <path>${reset} to load your leads\n`);
+                }
+            }
+            finally {
+                await lix.close();
+            }
+        }
+        catch (e) {
+            if (e instanceof AcrmError)
+                fail(e.message, e.code, e.hint);
+            else
+                fail(e instanceof Error ? e.message : String(e), ERR.INIT);
+            process.exit(1);
+        }
+    });
+}
+//# sourceMappingURL=init.js.map

package/dist/commands/init.js.map

@@ -0,0 +1 @@
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