@datasynx/agentic-crm 0.1.0 → 1.0.0

package/dist/{knowledge-base-D0Fh40kc.js → knowledge-base-DHNc4hVj.js}

@@ -1,3 +1,5 @@
+import { t as writeFileAtomic } from "./atomic-write-8yjqqLtS.js";
+import { n as isSafePathSegment, t as assertSafePathSegment } from "./safe-path-mpp0dKtO.js";
 import path from "path";
 import fs from "fs";
 import matter from "gray-matter";
@@ -98,6 +100,7 @@ Config: \`.agentic/rbac.json\` | Actor: \`DXCRM_ACTOR\` env var
 | list_backups | List available backups with date, size, verification status, and customer count | any |
 | trigger_sync | Force immediate Gmail sync for one or all customers | rep+ |
 | get_audit_log | Read audit log — all write operations with actor, tool, customer | admin |
+| get_logs | Query/aggregate the structured application log (level, component, errors) | admin |
 | define_custom_object | Define a runtime custom object type with typed fields (no migration) | admin |
 | create_record | Create a record of a custom object (validated against its schema) | rep+ |
 | list_records | List records of a custom object | any |
@@ -950,18 +953,21 @@ const KbArticleSchema = z.object({
 function kbDir(dataDir) {
 	return path.join(dataDir, ".agentic", "knowledge-base");
 }
-function listKbArticles(dataDir, opts) {
-	const dir = kbDir(dataDir);
+/** Category subdirectories of the knowledge base. */
+function kbCategories(dir) {
 	if (!fs.existsSync(dir)) return [];
-	const results = [];
-	const categories = fs.readdirSync(dir).filter((f) => {
+	return fs.readdirSync(dir).filter((f) => {
 		try {
 			return fs.statSync(path.join(dir, f)).isDirectory();
 		} catch {
 			return false;
 		}
 	});
-	for (const cat of categories) {
+}
+function listKbArticles(dataDir, opts) {
+	const dir = kbDir(dataDir);
+	const results = [];
+	for (const cat of kbCategories(dir)) {
 		const catDir = path.join(dir, cat);
 		const files = fs.readdirSync(catDir).filter((f) => f.endsWith(".md"));
 		for (const file of files) try {
@@ -981,22 +987,43 @@ function listKbArticles(dataDir, opts) {
 	return results;
 }
 function getKbArticle(dataDir, id) {
-	return listKbArticles(dataDir).find((a) => a.id === id) ?? null;
+	if (!isSafePathSegment(id)) return null;
+	const dir = kbDir(dataDir);
+	for (const cat of kbCategories(dir)) {
+		const filePath = path.join(dir, cat, `${id}.md`);
+		if (!fs.existsSync(filePath)) continue;
+		try {
+			const parsed = matter(fs.readFileSync(filePath, "utf-8"));
+			const meta = KbArticleSchema.safeParse(parsed.data);
+			if (!meta.success) return null;
+			return {
+				...meta.data,
+				body: parsed.content.trim()
+			};
+		} catch {
+			return null;
+		}
+	}
+	return null;
 }
 function writeKbArticle(dataDir, article) {
-	const dir = path.join(kbDir(dataDir), article.category);
-	fs.mkdirSync(dir, { recursive: true });
+	assertSafePathSegment(article.category, "knowledge-base category");
+	assertSafePathSegment(article.id, "knowledge-base article id");
 	const { body, ...meta } = article;
 	const content = matter.stringify(body, meta);
-	fs.writeFileSync(path.join(dir, `${article.id}.md`), content, "utf-8");
+	writeFileAtomic(path.join(kbDir(dataDir), article.category, `${article.id}.md`), content);
 }
 function deleteKbArticle(dataDir, id) {
-	const article = listKbArticles(dataDir).find((a) => a.id === id);
-	if (!article) return false;
-	const p = path.join(kbDir(dataDir), article.category, `${id}.md`);
-	if (!fs.existsSync(p)) return false;
-	fs.unlinkSync(p);
-	return true;
+	if (!isSafePathSegment(id)) return false;
+	const dir = kbDir(dataDir);
+	for (const cat of kbCategories(dir)) {
+		const p = path.join(dir, cat, `${id}.md`);
+		if (fs.existsSync(p)) {
+			fs.unlinkSync(p);
+			return true;
+		}
+	}
+	return false;
 }
 function searchKbSimple(dataDir, query, opts) {
 	const all = listKbArticles(dataDir, opts?.publicOnly ? { publicOnly: true } : {});
@@ -1010,4 +1037,4 @@ function getKbMetaForExport(article) {
 //#endregion
 export { searchKbSimple as a, listKbArticles as i, getKbArticle as n, writeKbArticle as o, getKbMetaForExport as r, CAPABILITIES_TEXT as s, deleteKbArticle as t };
 
-//# sourceMappingURL=knowledge-base-D0Fh40kc.js.map
+//# sourceMappingURL=knowledge-base-DHNc4hVj.js.map

package/dist/knowledge-base-DHNc4hVj.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"knowledge-base-DHNc4hVj.js","names":[],"sources":["../src/mcp/capabilities.ts","../src/schemas/kb-article.ts","../src/fs/knowledge-base.ts"],"sourcesContent":["// src/mcp/capabilities.ts\n// Single Source of Truth for capability documentation.\n// Used by get_capabilities() MCP tool AND dxcrm guide CLI command.\n\nexport const CAPABILITIES_TEXT = `\n# DatasynxOpenCRM — Agent Guide\n\n## Product\nDatasynxOpenCRM is a local-first, MCP-native CRM. All customer data lives in markdown\nfiles on your machine. No cloud, no HubSpot, no per-seat pricing.\n\n## Agent Wake (Telegram Notifications)\n\\`dxcrm agent spawn\\` enables a wake-triggered agent for a customer. When new emails arrive,\nthe agent sends a Telegram notification so you never miss an inbound message.\n\\`\\`\\`\ndxcrm agent spawn acme-corp --channel telegram\n\\`\\`\\`\nRequires: \\`TELEGRAM_BOT_TOKEN\\` + \\`TELEGRAM_CHAT_ID\\` env vars.\n\n## Golden Path — Agent Session Workflow\n\nThe recommended sequence for a productive agent session:\n\n1. \\`get_capabilities()\\` — understand available tools (this guide)\n2. \\`get_active_session()\\` — check for an active customer session\n3. \\`get_customer_context({ slug })\\` — load full briefing for the customer\n4. \\`search_customer_knowledge({ slug, query })\\` — find specific historical information\n5. \\`log_interaction()\\` / \\`update_deal()\\` — write back what happened\n\n## RBAC — Role-Based Access Control\n\nTools enforce the \\`DXCRM_ACTOR\\` environment variable for identity. Configure roles with \\`dxcrm rbac set\\`.\n\n| Role | Permissions |\n|---|---|\n| admin | All tools, all customers |\n| manager | log_interaction, update_deal, pursue_goal + all read tools |\n| rep | log_interaction, update_deal (own customers only) + all read tools |\n\nDefault role: rep (when DXCRM_ACTOR is not set or has no assigned role).\n\nConfig: \\`.agentic/rbac.json\\` | Actor: \\`DXCRM_ACTOR\\` env var\n\n## Available Tools\n\n| Tool | Purpose | RBAC |\n|---|---|---|\n| get_capabilities | Returns this guide — understand what the CRM can do | any |\n| get_active_session | Check which customer session is currently active | any |\n| get_customer_context | Full LLM-ready briefing for a customer (last 10 interactions, pipeline, contacts) | any (rep: own only) |\n| search_customer_knowledge | Hybrid vector + full-text search across emails and transcripts for a customer | any |\n| list_customers | List all customers with stage, last interaction date, and deal value | any (rep: own only) |\n| log_interaction | Write a new interaction entry (call, email, meeting, note) — immediately searchable | rep+ |\n| update_deal | Create or update a deal in pipeline.md — upserts by deal name | rep+ |\n| update_customer_facts | Update fields in customer profile (domain, contact, stage, tags) | admin |\n| export_customer | Export all customer data as JSON or Markdown | admin |\n| get_deal_health | Score deal health 0–100 (A–F grade) based on activity, velocity, close date, probability | any |\n| get_pipeline_forecast | Aggregate weighted pipeline revenue across all customers grouped by stage | any |\n| get_pipeline_stages | List all configured pipeline stages (defaults: lead, qualified, proposal, negotiation, won, lost) | any |\n| summarize_meeting | LLM-summarize a transcript and log it as a Meeting interaction | rep+ |\n| get_market_intelligence | Semantic search across all customers for patterns and common topics | any |\n| get_relationship_graph | Stakeholder map: champions, blockers, economic buyers, warm intro paths | any |\n| get_relationship_health | Health scores (0–100, A–F, trend) per contact with decay detection and risk flags | any |\n| run_deal_agent | Analyze deal and generate prioritized action plan (observe/suggest/act autonomy levels) | rep+ |\n| approve_agent_action | Approve or reject a pending action from the deal agent queue | rep+ |\n| simulate_revenue | Monte Carlo pipeline forecast — P10/P50/P90, sensitivity map, at-risk revenue | any |\n| get_playbook | Retrieve playbooks matching current deal situation (trigger-matched, sorted by success rate) | any |\n| create_playbook | Create or update a playbook with trigger DSL encoding proven tactics | rep+ |\n| list_playbooks | List all playbooks for a customer (metadata only, no body) | any |\n| distill_playbook | LLM-extract a reusable playbook from a won or lost deal's interaction history | rep+ |\n| pursue_goal | Set a revenue/pipeline goal and get an AI-decomposed action plan with sub-goals | manager+ |\n| get_goal_status | Get all active goals or a specific goal with progress, days remaining, sub-goals | any |\n| register_push_subscription | Register real-time push subscription (Gmail Pub/Sub, MS Graph, Slack Events) | admin |\n| get_push_status | Show all push subscriptions: expiry, events processed, renewal needs | any |\n| get_org_intelligence | Stakeholder map with champions, buyers, blockers, health scores, risk flags, recommendation | any |\n| open_deal_room | Multi-agent deal brief: graph + health + deal health + simulation + playbook in one call | any |\n| get_proactive_briefing | Daily briefing: urgent alerts, opportunities, P50/P90 forecast, top action | any |\n| list_email_templates | List all saved email templates with id, name, category, subject | any |\n| get_email_template | Retrieve a single email template with full body and detected variables | any |\n| draft_email | Draft a personalized email from a template with auto-filled customer variables | rep+ |\n| enroll_in_sequence | Enroll a contact in a multi-step email sequence | rep+ |\n| list_sequence_enrollments | List active sequence enrollments filtered by customer or status | any |\n| unenroll_from_sequence | Pause (soft-unenroll) a contact from an active sequence | rep+ |\n| list_sequences | List all defined email sequences with step count and enrollment count | any |\n| generate_quote | Generate a professional HTML quote with line items, VAT, subtotal, total | rep+ |\n| get_quote_status | Retrieve a generated quote by number or list all quotes for a customer | any |\n| get_booking_link | Get a Calendly booking link for a customer — optionally pre-fills name/email | rep+ |\n| create_ticket | Create a support ticket with auto-calculated SLA due date based on priority | rep+ |\n| update_ticket | Update ticket status or assignee (resolved auto-sets resolution date) | rep+ |\n| list_tickets | List tickets filtered by customer, status, priority, or assignee | any |\n| close_ticket | Close a ticket and optionally log resolution as an interaction | rep+ |\n| send_nps_survey | Generate NPS/CSAT survey token + HTML email draft (does not send automatically) | rep+ |\n| get_survey_results | NPS score, promoter/passive/detractor breakdown, all responses for a survey | any |\n| search_knowledge_base | Full-text search across KB articles (title, body, tags) with category and public filters | any |\n| create_kb_article | Create a new knowledge base article stored as Markdown in .agentic/knowledge-base/ | rep+ |\n| backup_now | Trigger immediate backup of customers/ + .agentic/ with SHA-256 integrity check | admin |\n| list_backups | List available backups with date, size, verification status, and customer count | any |\n| trigger_sync | Force immediate Gmail sync for one or all customers | rep+ |\n| get_audit_log | Read audit log — all write operations with actor, tool, customer | admin |\n| get_logs | Query/aggregate the structured application log (level, component, errors) | admin |\n| define_custom_object | Define a runtime custom object type with typed fields (no migration) | admin |\n| create_record | Create a record of a custom object (validated against its schema) | rep+ |\n| list_records | List records of a custom object | any |\n| list_custom_objects | List all defined custom objects and their schemas | any |\n\n## MCP Resources (read-only)\n\nBesides Tools, the server exposes read-only Resources you can fetch via resources/read:\n- crm://customers — list of all customer slugs (JSON)\n- crm://customer/{slug} — LLM-ready briefing (main facts, recent interactions, pipeline)\n- crm://pipeline/{slug} — deals for a customer (JSON)\n- crm://timeline/{slug} — newest-first interaction history (Markdown)\n\n## MCP Prompts (playbooks)\n\nReusable playbook prompts via prompts/get (argument: slug):\n- deal_risk_review — assess deal health and risk, recommend next steps\n- draft_follow_up — draft a personalized follow-up email\n- account_brief — concise executive account brief\n- pipeline_summary — pipeline + forecast summary\n\n## Tool Reference\n\n### get_capabilities()\nReturns all available MCP tools, their inputs, and the CRM workflow guide.\n- Input: none\n- Returns: This guide text\n\n### get_active_session()\nCheck which customer is currently active in the session store.\n- Input: none\n- Returns: { hasSession: boolean, customerSlug?, customerName?, startedAt?, owner? }\n\n### get_customer_context({ slug? })\nLoad complete briefing for a customer. Reads main_facts.md, last 10 interactions,\nand pipeline deals. Returns a structured markdown context block.\nAutomatically triggers a background Gmail sync if last sync was >30 minutes ago.\n- Input: { slug?: string } — Customer ID (e.g. \"acme-corp\"). Leave empty for active session.\n- Returns: Formatted markdown with Quick Reference, Contacts, Critical Context,\n  Recent Activity, Pipeline, and Open Questions\n- Performance: <3 seconds. Token budget: <3000 tokens.\n\n### search_customer_knowledge({ slug, query, limit? })\nHybrid vector + full-text search across all emails and transcripts for a customer.\nSearches the LanceDB docs table for the given customer.\n- Input: { slug: string, query: string, limit?: number (default 5, max 50) }\n- Returns: { results: Array<{ content, score, source }> }\n\n### list_customers({ filter? })\nList all customers with their stage, last interaction date, and deal value.\nRBAC: rep role only sees owned customers.\n- Input: { filter?: string } — Optional substring filter on name or slug (case-insensitive)\n- Returns: Array of { slug, name, stage, lastInteraction?, dealValue? }\n\n### log_interaction({ slug, type, summary, with, nextSteps?, direction?, source?, date? })\nWrite a new interaction entry to interactions.md. Immediately searchable.\nAlso auto-updates the relationship graph and health scores (fire-and-forget).\nUse after every call, meeting, or email.\nRBAC: rep+\n- Input:\n  slug: Customer ID\n  type: \"Email\" | \"Call\" | \"Meeting\" | \"Note\" | \"Demo\" | \"Proposal\" | \"Contract\" | \"Other\"\n  summary: 2-5 sentences describing what happened\n  with: Who was involved (name or email)\n  nextSteps?: Array of action items\n  direction?: \"inbound\" | \"outbound\"\n  source?: Source reference string (auto-generated if omitted)\n  date?: Interaction date YYYY-MM-DD (defaults to today)\n- Returns: { success: boolean, path: string, entry: string }\n\n### update_deal({ slug, dealName, stage?, value?, probability?, closeDate?, notes? })\nUpdate or create a deal in pipeline.md. Upserts by deal name.\nRBAC: rep+\n- Input:\n  slug: Customer ID\n  dealName: Deal name (used as unique key)\n  stage?: \"lead\" | \"qualified\" | \"proposal\" | \"negotiation\" | \"won\" | \"lost\"\n  value?: Deal value in euros\n  probability?: Win probability (0-100)\n  closeDate?: Expected close date (YYYY-MM-DD)\n  notes?: Free-text notes\n- Returns: { success: boolean, deal: object }\n\n### update_customer_facts({ slug, name?, domain?, email?, phone?, industry?, relationshipStage?, dealValue?, primaryContact?, timezone?, tags? })\nUpdate fields in a customer's main_facts.md profile. Merges patch into existing data. Sets updated = today.\nRBAC: admin\n- Input: slug (required) + any combination of the optional fields\n- Returns: { success: boolean, facts: object }\n\n### export_customer({ slug, format? })\nExport all customer data (main_facts + interactions count + pipeline + attachments list).\nRBAC: admin\n- Input: { slug: string, format?: \"json\" | \"markdown\" (default \"json\") }\n- Returns (JSON): { slug, exportedAt, mainFacts, interactionsCount, pipeline, attachments }\n- Returns (Markdown): Formatted document with all sections\n\n### get_deal_health({ slug })\nScore the health of all deals for a customer based on activity recency, stage velocity,\nclose date proximity, and probability.\n- Input: { slug: string }\n- Returns: { slug, deals: [{ deal, stage, score, grade, signals, warnings }] }\n\n### get_pipeline_forecast({ filter? })\nAggregate weighted pipeline revenue across all customers. Groups open deals by stage,\ncomputes probability-weighted expected revenue. Excludes won/lost deals.\n- Input: { filter?: string } — Optional filter by customer slug substring\n- Returns: { deals: [...], totalWeightedValue: number, byStage: { stage: { count, weightedValue } } }\n\n### get_pipeline_stages()\nReturns all configured pipeline stages. Falls back to default stages if no custom stages configured.\n- Input: none\n- Returns: { stages: [{ id, label, order, probability, color, final }] }\n\n### summarize_meeting({ slug, transcript, with?, date? })\nLLM-summarize a meeting transcript and log it as a Meeting interaction.\nFalls back to raw text slice if LLM unavailable.\nRBAC: rep+\n- Input:\n  slug: Customer ID\n  transcript: Full meeting transcript text\n  with?: Participant names\n  date?: Meeting date YYYY-MM-DD (defaults to today)\n- Returns: { success, summary, nextSteps, sourceRef }\n\n### get_market_intelligence({ query, excludeCurrentCustomer?, slug? })\nSearch across all customers to find patterns, common topics, or similar issues.\nUses semantic search (LanceDB) across all customer knowledge bases.\nResults use slug (not real names) for privacy.\n- Input: { query: string, excludeCurrentCustomer?: boolean, slug?: string }\n- Returns: { query, results: CrossCustomerResult[], totalCustomersSearched }\n\n### get_relationship_graph({ slug })\nReturns the knowledge graph for a customer: contacts, companies, and their relationships.\nAuto-populated from every log_interaction call. Shows stakeholder map with champions, blockers,\neconomic buyers, and warm intro paths.\n- Input: { slug: string }\n- Returns: { nodeCount, edgeCount, updatedAt, stakeholders: { champions[], blockers[], economicBuyers[], allContacts[], missingRoles[] }, warmIntroPaths[], nodes[], edges[] }\n\n### get_relationship_health({ slug })\nReturns health scores (0-100, A-F grade) for all contacts. Scores decay when cadence breaks.\nRisk flags: NO_CONTACT_14D, NO_CONTACT_30D, CHAMPION_SILENT.\nRecomputes automatically if stale (>1h) or missing.\n- Input: { slug: string }\n- Returns: { overallHealth, updatedAt, atRiskContacts[], coldContacts[], contacts: ContactHealth[] }\n\n### run_deal_agent({ slug, dealName, autonomyLevel?, instruction?, valueThreshold? })\nAnalyzes deal situation (health, relationships, stakeholder gaps) via LLM (rule-based fallback).\nReturns prioritized action plan with confidence scores and full reasoning trace.\nautonomyLevel: \"observe\" (read-only) | \"suggest\" (queue for review, default) | \"act\" (auto-execute if confidence ≥ 0.7 and value < valueThreshold)\nRBAC: rep+\n- Input: { slug, dealName, autonomyLevel?: \"observe\"|\"suggest\"|\"act\", instruction?, valueThreshold?: number (default 50000) }\n- Returns: { assessment, riskLevel, plan[], actionsQueued[], actionsExecuted[], trace }\n\n### approve_agent_action({ slug, actionId, approved })\nExecute (approved=true) or reject (approved=false) a pending deal agent action.\nFind actionId in run_deal_agent response.actionsQueued[].actionId\nRBAC: rep+\n- Input: { slug, actionId, approved: boolean }\n- Returns: { success, actionId, status }\n\n### simulate_revenue({ horizon?, iterations? })\nMonte Carlo simulation over all active deals. Adjusts probabilities via health score (D12) and\nchampion presence (D11). Returns P10/P50/P90 confidence interval + sensitivity map.\nhorizon: \"quarter\" (default) | \"year\"\n- Returns: { forecast: { p10, p50, p90, expected, stdDev, atRiskRevenue, byCloseMonth, topRisks, sensitivityMap }, confidence, dealCount, horizon }\n\n### get_playbook({ slug, stage?, value?, healthScore?, daysSinceContact?, championPresent? })\nReturns playbooks matching the current deal situation. Without deal context, returns all playbooks.\nPlaybooks are sorted by success rate (highest first). run_deal_agent uses playbooks automatically.\n- Input: slug (required) + optional deal context fields for trigger matching\n- Returns: { matches: [{ name, score, matchedConditions, trigger, successRate, usedCount, content }], totalPlaybooks, slug }\n\n### create_playbook({ slug, name, trigger, content, successRate? })\nCreate or update a playbook encoding proven tactics for a specific deal situation.\nTrigger DSL uses AND-only conditions: deal_stage_<s> | value > N | value < N | days_stalled > N | health < N | health > N | no_champion | has_champion\nRBAC: rep+\n- Input: slug, name, trigger (DSL string), content (markdown), successRate? (0–1, default 0.5)\n- Returns: { success: true, playbook: { name, trigger, successRate, usedCount, lastUpdated, path } }\n\n### list_playbooks({ slug })\nList all playbooks for a customer (metadata only — no body content for performance).\n- Input: { slug: string }\n- Returns: { playbooks: [{ name, trigger, successRate, usedCount, lastUpdated }], count, slug }\n\n### distill_playbook({ slug, dealName, outcome })\nLLM analyzes a deal's interaction history and extracts a reusable playbook.\nRun after every won or lost deal to build procedural memory.\nRBAC: rep+\noutcome: \"won\" | \"lost\"\n- Returns: { success: true, playbook: { name, trigger, successRate, path }, reasoning }\n\n### pursue_goal({ goal, deadline, context? })\nSet a revenue or pipeline goal and get an AI-decomposed action plan.\nAnalyzes current pipeline (P50 forecast) and decomposes the gap into prioritized sub-goals per deal.\nPersists goal to .agentic/goals.json for tracking.\nRBAC: manager+\n- Input: { goal: string, deadline: \"YYYY-MM-DD\", context?: string }\n- Returns: { goalId, description, target, deadline, decomposition: { analysis, currentPipeline, gap, subGoals, probabilisticOutcome } }\n\n### get_goal_status({ goalId? })\nGet the status of active goals. Without goalId, returns all active goals.\n- Input: { goalId?: string } — omit for all active goals\n- Returns: { goals: [{ id, description, target, progress, status, deadline, daysRemaining, subGoals }], activeCount, completedCount }\n\n### register_push_subscription({ provider, slug, webhookUrl, ... })\nRegister a real-time push subscription so providers send events in real-time (no polling).\nRBAC: admin only\n- Input:\n  provider: \"gmail\" | \"microsoft-graph\" | \"slack\"\n  slug: Customer slug to receive events for\n  webhookUrl: Public HTTPS URL for provider callbacks\n  gmailTopicName?: (Gmail) Cloud Pub/Sub topic name\n  microsoftClientState?: (MS Graph) Secret for HMAC verification\n  microsoftResource?: (MS Graph) Resource path\n  slackTeamId?: (Slack) Workspace team ID\n  slackChannelId?: (Slack) Optional specific channel\n- Returns: { subscriptionId, provider, slug, status, expiresAt, createdAt, warning? }\n\n### get_push_status({ slug?, provider? })\nShow all push subscriptions with expiry and event counts.\n- Input: { slug?: string, provider?: \"gmail\" | \"microsoft-graph\" | \"slack\" }\n- Returns: { subscriptions: [{ id, provider, slug, status, expiresAt, expiresInHours, needsRenewal, lastEventAt, eventsProcessed }], summary: { total, active, expiringSoon, expired } }\n\n### get_org_intelligence({ slug, dealName? })\nBuild a stakeholder map for a customer: champions, economic buyers, blockers, health scores, risk flags, and a prioritised recommendation.\n- Input: { slug: string, dealName?: string }\n- Returns: { slug, updatedAt, people: [{ name, email, role, healthScore, daysSinceContact, contactStrength, riskFlags }], missingRoles, riskAssessment, recommendation }\n\n### open_deal_room({ slug, dealName })\nMulti-agent deal brief: orchestrates relationship graph, health scores, deal health, Monte Carlo simulation, and playbook matching into a unified brief with executive summary, top priorities, and risk score (0–100).\n- Input: { slug: string, dealName: string }\n- Returns: { slug, dealName, generatedAt, stakeholders, relationshipHealth, dealHealth, revenueSimulation, recommendedPlaybook, executiveSummary, topPriorities, riskScore }\n\n### get_proactive_briefing({ date? })\nGenerate a proactive daily briefing: urgent alerts (relationship decay, deal risk, overdue close dates),\npipeline forecast (P50/P90), and a single top-action recommendation.\n- Input: { date?: \"YYYY-MM-DD\" } — defaults to today\n- Returns: { date, generatedAt, urgent: string[], opportunities: string[], forecast: string, topAction: string }\n\n### list_email_templates({ category? })\nList available email templates. Optionally filter by category.\n- Input: { category?: string } — e.g. \"outreach\", \"followup\", \"support\"\n- Returns: Array of { id, name, category, subject } (body excluded for performance)\n\n### get_email_template({ id })\nGet a specific email template with full body and detected template variables.\n- Input: { id: string } — Template ID (e.g. \"enterprise-intro\")\n- Returns: { id, name, category, subject, body, detectedVariables: string[] }\n\n### draft_email({ slug, templateId, overrides?, tone? })\nDraft a personalized email for a customer using a stored template.\nVariables are auto-filled from the customer's main_facts.md.\nOptional tone (e.g. \"formal\", \"friendly\", \"concise\") LLM-polishes the body;\nfalls back to plain template-fill without an ANTHROPIC_API_KEY.\nDoes NOT send automatically — returns the draft for review.\nRBAC: rep+\n- Input: { slug, templateId, overrides?: Record<string, string> }\n- Returns: { subject, body, to, slug, templateId, resolvedVariables }\n\n### enroll_in_sequence({ slug, contactEmail, sequenceId })\nEnroll a contact in an email sequence. Validates that the sequence and first template exist.\nRBAC: rep+\n- Input: { slug: string, contactEmail: string, sequenceId: string }\n- Returns: { enrollmentId, sequenceName, totalSteps }\n\n### list_sequence_enrollments({ slug?, status? })\nList email sequence enrollments. Filter by customer slug or status.\n- Input: { slug?: string, status?: \"active\" | \"paused\" | \"completed\" }\n- Returns: { enrollments: SequenceEnrollment[] }\n\n### unenroll_from_sequence({ enrollmentId })\nPause (soft-unenroll) a contact from an email sequence. Sets status to \"paused\".\nRBAC: rep+\n- Input: { enrollmentId: string }\n- Returns: { success: boolean }\n\n### list_sequences()\nList all defined email sequences with step count and current enrollment count.\n- Input: none\n- Returns: { sequences: [{ id, name, stepCount, enrollmentCount }] }\n\n### generate_quote({ slug, dealName, lineItems, vatPercent?, validUntilDays?, currency? })\nGenerate a professional HTML quote for a customer deal.\nCalculates subtotal, VAT, and total. Saves JSON + HTML to .agentic/quotes/.\nRBAC: rep+\n- Input:\n  slug: Customer slug\n  dealName: Deal name this quote is for\n  lineItems: Array<{ description, quantity, unitPrice }>\n  vatPercent?: VAT percentage (default 19)\n  validUntilDays?: Quote validity in days (default 30)\n  currency?: Currency code (default EUR)\n- Returns: { quoteNumber, htmlPath, total, subtotal, vat, vatPercent, currency, validUntil, status }\n\n### get_quote_status({ quoteNumber?, slug? })\nGet quote status and details. Filter by quoteNumber (single quote) or slug (all quotes for customer).\n- Input: { quoteNumber?: string, slug?: string }\n- Returns (single): Full quote object with status: draft | sent | viewed | accepted | declined\n- Returns (list): { quotes: [...] }\n\n### get_booking_link({ slug, eventType?, prefillName? })\nGet a Calendly booking link for a customer. Optionally pre-fills the customer's name/email.\nRequires CALENDLY_API_KEY env var or .agentic/integrations/calendly.yaml config.\nRBAC: rep+\n- Input: { slug, eventType?: string, prefillName?: boolean }\n- Returns: { bookingUrl, eventType, duration }\n\n### create_ticket({ slug, title, description?, priority?, assignee? })\nCreate a support ticket. Auto-calculates SLA due date based on priority.\nSLA defaults: urgent=4h, high=24h, normal=72h, low=168h.\nRBAC: rep+\n- Input:\n  slug: Customer slug\n  title: Ticket title\n  description?: Detailed description\n  priority?: \"urgent\" | \"high\" | \"normal\" | \"low\" (default: normal)\n  assignee?: Assignee name or email\n- Returns: { ticket } with id T-NNN, status=open, slaDue\n\n### update_ticket({ slug, ticketId, status?, assignee? })\nUpdate a ticket's status or assignee. Setting status=resolved auto-sets resolved date.\nRBAC: rep+\n- Input: { slug, ticketId, status?: \"open\"|\"in-progress\"|\"waiting\"|\"resolved\"|\"closed\", assignee?: string }\n- Returns: { ticket }\n\n### list_tickets({ slug?, status?, priority?, assignee? })\nList support tickets sorted by priority then date. Filter by any combination of fields.\n- Input: { slug?, status?: \"open\"|\"in-progress\"|\"waiting\"|\"resolved\"|\"closed\", priority?: \"urgent\"|\"high\"|\"normal\"|\"low\", assignee? }\n- Returns: { tickets: Array<{ slug, ticket }> }\n\n### close_ticket({ slug, ticketId, resolution? })\nClose a ticket and optionally log the resolution as an interaction in interactions.md.\nRBAC: rep+\n- Input: { slug, ticketId, resolution?: string }\n- Returns: { ticket } with status=closed\n\n### send_nps_survey({ slug, contactEmail, surveyId, serverUrl? })\nGenerate an NPS/CSAT survey email draft. Returns subject, HTML body, and a token-based response URL.\nDoes NOT send automatically — returns draft for review.\nRequires survey definition in .agentic/surveys/.\nRBAC: rep+\n- Input: { slug, contactEmail, surveyId, serverUrl?: string }\n- Returns: { token, subject, body, surveyUrl, note }\n\n### get_survey_results({ surveyId, slug? })\nCalculate NPS score and breakdown for a survey. Optionally filter to a single customer.\n- Input: { surveyId: string, slug?: string }\n- Returns: { surveyId, totalResponses, npsScore (-100 to 100), promoters, passives, detractors, responses: [{ slug, email, score, comment?, respondedAt }] }\n\n### search_knowledge_base({ query, category?, publicOnly?, limit? })\nFull-text search across all KB articles (title, body, tags).\n- Input: { query, category?: string, publicOnly?: boolean, limit?: number (default 10) }\n- Returns: { query, count, articles: [{ id, title, category, excerpt, public, tags }] }\n\n### create_kb_article({ id, title, body, category?, tags?, public?, sourceTicketId? })\nCreate a new knowledge base article. Articles are stored as Markdown in .agentic/knowledge-base/.\nReturns an error if an article with the same ID already exists.\nRBAC: rep+\n- Input:\n  id: Article slug (e.g. \"troubleshoot-api-timeout\")\n  title: Article title\n  body: Article body in Markdown\n  category?: Category (default: \"general\")\n  tags?: Array of tags for search\n  public?: Make publicly accessible (default: false)\n  sourceTicketId?: Ticket this article was created from\n- Returns: { id, title, category, path }\n\n### backup_now({ remote?, note? })\nTrigger an immediate backup of all CRM data (customers/ + .agentic/).\nCreates a timestamped ZIP with SHA-256 manifest. Optionally uploads to S3/rsync/local.\nRBAC: admin\n- Input: { remote?: string, note?: string }\n- Returns: { path, createdAt, customerCount, fileCount, sizeMb, directories, verified, uploadedTo? }\n\n### list_backups({ limit? })\nList available CRM backups with metadata. Shows log-tracked backups first, falls back to directory scan.\n- Input: { limit?: number (default 10, max 50) }\n- Returns: { count, totalAvailable, backups: [{ filename, createdAt, sizeMb, verified, encrypted, customerCount, fileCount }] }\n\n## Data Structure\n\nCustomer data lives in \\`customers/<slug>/\\`:\n- \\`main_facts.md\\` — YAML frontmatter + free-text sections\n- \\`interactions.md\\` — Chronological log (newest first)\n- \\`pipeline.md\\` — Deal table in Markdown\n- \\`sources.json\\` — Gmail/transcript sync config per customer\n\nAgentic data lives in \\`.agentic/\\`:\n- \\`goals.json\\` — Active goals and decompositions\n- \\`push-subscriptions.json\\` — Real-time push registrations\n- \\`backup-log.json\\` — Backup history\n- \\`rbac.json\\` — Role assignments\n- \\`audit.log\\` — Full audit trail\n- \\`knowledge-base/\\` — KB articles\n- \\`quotes/\\` — Generated quote files\n\n## Response Format\n\nAlways cite sources (gmail://thread/... or file://...) when available.\n\n## Framework Integration\n\n| Framework | Tier | Config |\n|---|---|---|\n| Claude Code | 1 | CLAUDE.md + ~/.claude.json + .claude/settings.json |\n| Codex CLI | 1 | AGENTS.md + ~/.codex/config.toml |\n| Grok Build (xAI) | 1 | AGENTS.md + ~/.grok/user-settings.json + .grok/settings.json |\n| OpenClaw | 1 | SOUL.md + AGENTS.md + TOOLS.md |\n| Hermes Agent | 1 | SOUL.md + Skill |\n| Antigravity CLI | 1 | GEMINI.md + AGENTS.md + SKILL.md |\n| Cursor | 2 | .cursor/rules/datasynx-crm.mdc |\n| Windsurf | 2 | MCP config only |\n| Cline | 2 | MCP config only |\n| Claude Desktop | 2 | MCP config only |\n\n### Manual Grok Build configuration\n\\`\\`\\`json\n// ~/.grok/user-settings.json  (mcpServers is an ARRAY in Grok, not a map)\n{\n  \"mcpServers\": [\n    {\n      \"name\": \"datasynx-opencrm\",\n      \"transport\": {\n        \"type\": \"stdio\",\n        \"command\": \"node\",\n        \"args\": [\"/path/to/node_modules/datasynx-opencrm/dist/mcp.js\"],\n        \"env\": { \"DXCRM_DATA_DIR\": \"~/.dxcrm\" }\n      }\n    }\n  ]\n}\n\\`\\`\\`\nRun \\`grok inspect\\` to verify the server is discovered.\n\n## CLI Reference (Phase 2)\n\n### dxcrm status\nShow daemon status, customer count, sync ages, and unmatched transcript queue.\n\\`\\`\\`\ndxcrm status\ndxcrm status --unmatched   # list full unmatched transcript queue\n\\`\\`\\`\n\n### dxcrm agent spawn <slug>\nSpawn a wake-triggered agent for a customer. Sends Telegram notifications on new email.\n\\`\\`\\`\ndxcrm agent spawn acme-corp --channel telegram\ndxcrm agent spawn acme-corp --channel telegram --chat-id 12345\ndxcrm agent status\ndxcrm agent remove acme-corp\n\\`\\`\\`\nRequires: \\`TELEGRAM_BOT_TOKEN\\` + \\`TELEGRAM_CHAT_ID\\` env vars.\n\n### dxcrm import <path>\nImport customers and interactions from HubSpot or generic CSV export.\n\\`\\`\\`\ndxcrm import contacts.csv --from csv\ndxcrm import hubspot-export.csv --from hubspot\ndxcrm import hubspot-export.csv --from hubspot --dry-run\n\\`\\`\\`\n- Two-pass: creates customers first, then imports activities\n- Idempotent: re-running skips already-imported rows\n- sourceRef format: \\`hubspot://activity/<id>\\` or \\`csv://row/<hash>\\`\n\n## CLI Reference (Phase 3 — Team)\n\n### dxcrm server start\nStart a shared HTTP MCP server. Multiple team members connect via URL.\n\\`\\`\\`\ndxcrm server start --data /mnt/crm-data --port 3847\ndxcrm server status\n\\`\\`\\`\nSet actor identity: \\`export DXCRM_ACTOR=alice\\`\n\n### dxcrm audit\nShow who changed what and when. Audit trail at \\`.agentic/audit.log\\`.\n\\`\\`\\`\ndxcrm audit                       # Last 20 entries\ndxcrm audit --slug acme-corp      # Filter by customer\ndxcrm audit --actor alice         # Filter by actor\n\\`\\`\\`\nLog format: \\`2026-06-01T09:14:00Z | alice | log_interaction | acme-corp | summary\\`\n\n### session ownership\n\\`\\`\\`\ndxcrm session open acme-corp --owner alice\n# or: DXCRM_ACTOR=alice dxcrm session open acme-corp\n\\`\\`\\`\n\\`get_active_session()\\` returns \\`{ owner: \"alice\", ... }\\` when owner is set.\n\n## CLI Reference (Phase 5 — Migration)\n\n### dxcrm import — Pipedrive API\n\\`\\`\\`\ndxcrm import --from pipedrive --mode api --token <tok> --url https://myco.pipedrive.com\n\\`\\`\\`\nTwo-pass: persons → customers, activities → interactions.\nsourceRef: \\`pipedrive://activity/<id>\\`\n\n### CSV LLM Field Mapping\nGeneric CSV imports now use LLM-assisted column detection (fallback to heuristics when ANTHROPIC_API_KEY is unset).\n\n## CLI Reference (Enterprise — Sprints R1–R5)\n\n### dxcrm stages\nManage custom pipeline stages.\n\\`\\`\\`\ndxcrm stages list                                    # List all stages\ndxcrm stages set <id> <label> [--order N] [--probability N] [--color #hex] [--final]\ndxcrm stages delete <id>                             # Remove a stage\ndxcrm stages reset                                   # Reset to defaults\n\\`\\`\\`\nDefault stages: lead → qualified → proposal → negotiation → won → lost\n\n### dxcrm rbac\nRole-based access control. Roles: admin > manager > rep.\n\\`\\`\\`\ndxcrm rbac set alice admin          # Assign role\ndxcrm rbac show                     # List all roles\ndxcrm rbac check alice update_deal  # Permission check\n\\`\\`\\`\nConfig: \\`.agentic/rbac.json\\` | Actor: \\`DXCRM_ACTOR\\` env var\nEnforcement: per MCP tool call | Default role: rep\n\n### dxcrm gdpr\nGDPR erasure with dry-run safety and audit trail.\n\\`\\`\\`\ndxcrm gdpr erase acme-corp           # Dry-run (shows plan)\ndxcrm gdpr erase acme-corp --confirm # Permanent deletion\ndxcrm gdpr list-erasures             # Erasure history\n\\`\\`\\`\nOn confirm: deletes customers/<slug>/, writes audit.log, appends gdpr-erasures.json\n\n### dxcrm security-report\nGenerate Markdown security questionnaire for procurement/SOC2 review.\n\\`\\`\\`\ndxcrm security-report\ndxcrm security-report --output sec-report.md\n\\`\\`\\`\n\n### Microsoft Outlook Sync\n\\`\\`\\`\ndxcrm sync --provider microsoft\n\\`\\`\\`\nPrerequisites: write \\`.agentic/microsoft-token.json\\` with \\`{ \"accessToken\": \"...\" }\\`\nsourceRef: \\`microsoft://message/<id>\\` | API: Microsoft Graph v1.0\n\n### Salesforce Import\n\\`\\`\\`\ndxcrm import --from salesforce --mode api --token <tok> --url https://myco.salesforce.com\n\\`\\`\\`\nTwo-pass: contacts → customers, tasks → interactions (WhoId attribution)\nsourceRef: \\`salesforce://task/<id>\\` | API: Salesforce REST v58.0\n\n## CLI Reference (D16 — Goal-Based Orchestration)\n\n### dxcrm goal set\nSet a goal and get a decomposed action plan based on current pipeline state.\n\\`\\`\\`\ndxcrm goal set \"Close €500k ARR this quarter\" --deadline 2026-09-30\n\\`\\`\\`\n\n### dxcrm goal status\nShow all active goals with progress bars and days remaining.\n\\`\\`\\`\ndxcrm goal status\n\\`\\`\\`\n\n### dxcrm goal update\nManually update goal progress (0–100%).\n\\`\\`\\`\ndxcrm goal update goal_abc123 --progress 45\n\\`\\`\\`\n\n### dxcrm goal cancel\nCancel an active goal.\n\\`\\`\\`\ndxcrm goal cancel goal_abc123\n\\`\\`\\`\n\n## CLI Reference (D17 — Real-Time Push Ingestion)\n\n### dxcrm push register\nRegister a push subscription so providers send events in real-time (no polling).\n\\`\\`\\`\ndxcrm push register acme-corp --provider gmail --webhook-url https://myserver.com/webhooks/gmail --topic-name projects/x/topics/gmail-push\ndxcrm push register acme-corp --provider microsoft-graph --webhook-url https://myserver.com/webhooks/microsoft --client-state <secret>\ndxcrm push register acme-corp --provider slack --webhook-url https://myserver.com/webhooks/slack --team-id T12345\n\\`\\`\\`\n\n### dxcrm push status\nShow all push subscriptions, expiry and events processed.\n\\`\\`\\`\ndxcrm push status\ndxcrm push status --slug acme-corp\ndxcrm push status --provider gmail\n\\`\\`\\`\n\n### dxcrm push revoke\nRevoke a push subscription by ID.\n\\`\\`\\`\ndxcrm push revoke psub_1716892800_a1b2c3\n\\`\\`\\`\n\n### dxcrm push renew\nRenew expiring push subscriptions (also runs automatically daily at 06:00).\n\\`\\`\\`\ndxcrm push renew --all\n\\`\\`\\`\n\n### register_push_subscription (MCP)\nRegister a real-time push subscription. Admin only.\n\\`\\`\\`\nregister_push_subscription({ provider: \"gmail\", slug: \"acme-corp\", webhookUrl: \"https://myserver.com/webhooks/gmail\", gmailTopicName: \"projects/x/topics/y\" })\n\\`\\`\\`\nReturns: { subscriptionId, provider, slug, status, expiresAt, warning? }\n\n### get_push_status (MCP)\nShow all push subscriptions with expiry and event counts.\n\\`\\`\\`\nget_push_status()                           // all subscriptions\nget_push_status({ slug: \"acme-corp\" })     // filter by customer\nget_push_status({ provider: \"gmail\" })     // filter by provider\n\\`\\`\\`\nReturns: { subscriptions: [...], summary: { total, active, expiringSoon, expired } }\n\n### get_org_intelligence (MCP)\nBuild a stakeholder map for a customer: champions, economic buyers, blockers, health scores, risk flags, and a prioritised recommendation.\n\\`\\`\\`\nget_org_intelligence({ slug: \"acme-corp\" })\nget_org_intelligence({ slug: \"acme-corp\", dealName: \"Enterprise License\" })\n\\`\\`\\`\nReturns: { slug, updatedAt, people: [{ name, email, role, healthScore, daysSinceContact, contactStrength, riskFlags }], missingRoles, riskAssessment, recommendation }\n\n### open_deal_room (MCP)\nMulti-agent deal brief: orchestrates stakeholder map, relationship health, deal health, Monte Carlo simulation, and playbook matching into a single structured brief.\n\\`\\`\\`\nopen_deal_room({ slug: \"acme-corp\", dealName: \"Enterprise License 2026\" })\n\\`\\`\\`\nReturns: { slug, dealName, generatedAt, stakeholders, relationshipHealth, dealHealth, revenueSimulation, recommendedPlaybook, executiveSummary, topPriorities, riskScore }\n\n### get_proactive_briefing (MCP)\nGenerate a proactive daily briefing: urgent alerts (relationship decay, imminent close dates), opportunities (high-health customers with active pipeline), P50/P90 forecast, and a single top-action recommendation.\n\\`\\`\\`\nget_proactive_briefing()                         // today\nget_proactive_briefing({ date: \"2026-05-28\" })   // specific date\n\\`\\`\\`\nReturns: { date, generatedAt, urgent: string[], opportunities: string[], forecast: string, topAction: string }\n\n## H2 — Email Templates\n\n### list_email_templates (MCP)\nList all saved email templates. Returns id, name, category, subject, and body preview.\n\\`\\`\\`\nlist_email_templates()\nlist_email_templates({ category: \"follow-up\" })\n\\`\\`\\`\nReturns: { templates: [{ id, name, category, subject, bodyPreview }] }\n\n### get_email_template (MCP)\nRetrieve a single email template with full body and all variables.\n\\`\\`\\`\nget_email_template({ id: \"proposal-follow-up\" })\n\\`\\`\\`\nReturns: { id, name, category, subject, body, variables: string[] }\n\n### draft_email (MCP)\nDraft a personalized email from a template, substituting variables from customer context.\n\\`\\`\\`\ndraft_email({ slug: \"acme-corp\", templateId: \"proposal-follow-up\", overrides: { subject: \"Following up on your proposal\" } })\n\\`\\`\\`\nReturns: { subject, body, suggestedTo, suggestedCc?, variables }\n\n## H1 — Email Sequences\n\n### enroll_in_sequence (MCP)\nEnroll a customer contact in a multi-step email sequence. Steps are sent automatically.\n\\`\\`\\`\nenroll_in_sequence({ slug: \"acme-corp\", sequenceId: \"onboarding-7day\", contactEmail: \"alice@acme.com\" })\n\\`\\`\\`\nReturns: { enrollmentId, slug, sequenceId, contactEmail, enrolledAt, nextStepDue, totalSteps }\n\n### list_sequence_enrollments (MCP)\nList active (and optionally completed) sequence enrollments.\n\\`\\`\\`\nlist_sequence_enrollments()\nlist_sequence_enrollments({ slug: \"acme-corp\", status: \"active\" })\n\\`\\`\\`\nReturns: { enrollments: [{ enrollmentId, slug, sequenceId, contactEmail, currentStep, nextStepDue, status }] }\n\n### unenroll_from_sequence (MCP)\nRemove a contact from an active sequence (marks as cancelled).\n\\`\\`\\`\nunenroll_from_sequence({ enrollmentId: \"enr_abc123\" })\n\\`\\`\\`\nReturns: { success: boolean, enrollmentId }\n\n### list_sequences (MCP)\nList all defined email sequences with step count and description.\n\\`\\`\\`\nlist_sequences()\n\\`\\`\\`\nReturns: { sequences: [{ id, name, description, steps: number, triggerOn? }] }\n\n## H4 — Quotes\n\n### generate_quote (MCP)\nGenerate a structured quote document for a customer deal.\n\\`\\`\\`\ngenerate_quote({ slug: \"acme-corp\", dealName: \"Enterprise License\", lineItems: [{ description: \"Platform (12 mo)\", quantity: 1, unitPrice: 24000 }], validDays: 30 })\n\\`\\`\\`\nReturns: { quoteId, slug, dealName, total, currency, validUntil, markdownTable, fullText }\n\n### get_quote_status (MCP)\nRetrieve a generated quote with full line items and total.\n\\`\\`\\`\nget_quote_status({ quoteId: \"Q-2026-001\" })\n\\`\\`\\`\nReturns: { quoteId, slug, dealName, lineItems, subtotal, total, validUntil, status }\n\n## H3 — Meeting Scheduler\n\n### get_booking_link (MCP)\nGet a scheduling link for a meeting with a customer. Configure via DXCRM_CALENDLY_URL or per-customer sources.json.\n\\`\\`\\`\nget_booking_link({ slug: \"acme-corp\", meetingType: \"demo\" })\n\\`\\`\\`\nReturns: { url, meetingType, calendarProvider, prefillEmail?, note? }\n\n## H6 — Ticket Management\n\n### create_ticket (MCP)\nCreate a support ticket. Auto-sets SLA due date: critical=4h, high=24h, medium=72h, low=168h.\n\\`\\`\\`\ncreate_ticket({ slug: \"acme-corp\", title: \"Login broken\", priority: \"high\", description: \"Cannot login since yesterday\", assignee: \"alice\" })\n\\`\\`\\`\nReturns: { ticketId, slug, title, priority, status, slaDue, assignee?, createdAt }\n\n### update_ticket (MCP)\nUpdate ticket status or assignee.\n\\`\\`\\`\nupdate_ticket({ slug: \"acme-corp\", ticketId: \"T-001\", status: \"in-progress\", assignee: \"bob\" })\n\\`\\`\\`\nReturns: { ticketId, status, updatedAt }\n\n### list_tickets (MCP)\nList tickets sorted by priority. Filter by customer, status, priority, or assignee.\n\\`\\`\\`\nlist_tickets()\nlist_tickets({ slug: \"acme-corp\", status: \"open\" })\nlist_tickets({ priority: \"high\", assignee: \"alice\" })\n\\`\\`\\`\nReturns: { tickets: [{ ticketId, slug, title, priority, status, slaDue, assignee?, createdAt }] }\n\n### close_ticket (MCP)\nClose a ticket and optionally log a resolution note to interactions.md.\n\\`\\`\\`\nclose_ticket({ slug: \"acme-corp\", ticketId: \"T-001\", resolution: \"Fixed by updating oauth token\" })\n\\`\\`\\`\nReturns: { ticketId, status: \"closed\", closedAt, resolution? }\n\n## H7 — NPS/CSAT Survey Engine\n\n### send_nps_survey (MCP)\nGenerate a survey token and HTML email body. Customers click a score button (0–10) which\nposts to your server's /survey/respond endpoint. Set DXCRM_SERVER_URL or pass serverUrl.\n\\`\\`\\`\nsend_nps_survey({ slug: \"acme-corp\", contactEmail: \"alice@acme.com\", surveyId: \"q1-nps\" })\nsend_nps_survey({ slug: \"acme-corp\", contactEmail: \"alice@acme.com\", surveyId: \"q1-nps\", serverUrl: \"https://crm.myco.com\" })\n\\`\\`\\`\nReturns: { token, emailSubject, emailBody (HTML), surveyId, expiresAt }\n\n### get_survey_results (MCP)\nCalculate NPS score and breakdown by promoter/passive/detractor.\n\\`\\`\\`\nget_survey_results({ surveyId: \"q1-nps\" })\nget_survey_results({ surveyId: \"q1-nps\", slug: \"acme-corp\" })\n\\`\\`\\`\nReturns: { surveyId, npsScore (-100 to 100), responseCount, promoters, passives, detractors, responses: [{ slug, contactEmail, score, comment?, respondedAt }] }\n\n## H8 — Knowledge Base\n\n### search_knowledge_base (MCP)\nFull-text search across all KB articles (title, body, tags).\n\\`\\`\\`\nsearch_knowledge_base({ query: \"password reset\" })\nsearch_knowledge_base({ query: \"billing\", publicOnly: true })\n\\`\\`\\`\nReturns: { results: [{ id, title, category, excerpt, public, tags }] }\n\n### create_kb_article (MCP)\nCreate or update a knowledge base article (upserts by ID).\n\\`\\`\\`\ncreate_kb_article({ id: \"password-reset\", title: \"How to reset your password\", body: \"## Steps\\\\n1. Go to login...\", category: \"account\", tags: [\"password\", \"auth\"], public: true })\n\\`\\`\\`\nReturns: { id, title, createdAt, updatedAt, public }\n\n## Enterprise Backup\n\n### backup_now (MCP)\nTrigger an immediate backup of customers/ + .agentic/. Creates a timestamped ZIP with\nSHA-256 manifest. Optionally encrypts (AES-256-GCM) and uploads to S3/rsync/local.\n\\`\\`\\`\nbackup_now({})\nbackup_now({ remote: \"s3://my-bucket/crm-backups/\", note: \"Pre-migration backup\" })\n\\`\\`\\`\nReturns: { path, createdAt, customerCount, fileCount, sizeMb, directories, verified, uploadedTo? }\n\n### list_backups (MCP)\nList available CRM backups with metadata from .agentic/backup-log.json.\nFalls back to directory scan if log unavailable.\n\\`\\`\\`\nlist_backups({ limit: 10 })\n\\`\\`\\`\nReturns: { count, totalAvailable, backups: [{ filename, createdAt, sizeMb, verified, encrypted, customerCount, fileCount }] }\n\n### trigger_sync (MCP)\nForce an immediate Gmail sync without waiting for the 30-minute daemon cycle.\n\\`\\`\\`\ntrigger_sync({ slug: \"acme-corp\" })        // sync one customer\ntrigger_sync({})                           // sync all customers\ntrigger_sync({ since: \"2026-06-01\" })      // sync from specific date\n\\`\\`\\`\nReturns: { success, synced, skipped, customers: [...], errors: [...] }\n\n### get_audit_log (MCP)\nRead the append-only CRM audit log of all write operations.\n\\`\\`\\`\nget_audit_log({})                              // last 50 entries\nget_audit_log({ slug: \"acme-corp\" })           // filtered by customer\nget_audit_log({ actor: \"alice\", limit: 20 })   // filtered by actor\n\\`\\`\\`\nReturns: { total, returned, entries: [{ timestamp, actor, tool, slug, summary }] }\n`.trim();\n","import { z } from \"zod\";\n\nexport const KbArticleSchema = z.object({\n  id: z.string().min(1),\n  title: z.string().min(1),\n  category: z.string().default(\"general\"),\n  tags: z.array(z.string()).default([]),\n  public: z.boolean().default(false),\n  createdAt: z.string(),\n  updatedAt: z.string(),\n  sourceTicketId: z.string().optional(),\n});\n\nexport type KbArticleMeta = z.infer<typeof KbArticleSchema>;\nexport type KbArticle = KbArticleMeta & { body: string };\n","import fs from \"fs\";\nimport path from \"path\";\nimport matter from \"gray-matter\";\nimport { KbArticleSchema, type KbArticle, type KbArticleMeta } from \"../schemas/kb-article.js\";\nimport { writeFileAtomic } from \"./atomic-write.js\";\nimport { assertSafePathSegment, isSafePathSegment } from \"./safe-path.js\";\n\nexport function kbDir(dataDir: string): string {\n  return path.join(dataDir, \".agentic\", \"knowledge-base\");\n}\n\n/** Category subdirectories of the knowledge base. */\nfunction kbCategories(dir: string): string[] {\n  if (!fs.existsSync(dir)) return [];\n  return fs.readdirSync(dir).filter((f) => {\n    try {\n      return fs.statSync(path.join(dir, f)).isDirectory();\n    } catch {\n      return false;\n    }\n  });\n}\n\nexport function listKbArticles(\n  dataDir: string,\n  opts?: { category?: string; publicOnly?: boolean }\n): KbArticle[] {\n  const dir = kbDir(dataDir);\n  const results: KbArticle[] = [];\n\n  for (const cat of kbCategories(dir)) {\n    const catDir = path.join(dir, cat);\n    const files = fs.readdirSync(catDir).filter((f) => f.endsWith(\".md\"));\n    for (const file of files) {\n      try {\n        const content = fs.readFileSync(path.join(catDir, file), \"utf-8\") as string;\n        const parsed = matter(content);\n        const meta = KbArticleSchema.safeParse(parsed.data);\n        if (!meta.success) continue;\n        if (opts?.category && meta.data.category !== opts.category) continue;\n        if (opts?.publicOnly && !meta.data.public) continue;\n        results.push({ ...meta.data, body: parsed.content.trim() });\n      } catch {\n        continue;\n      }\n    }\n  }\n\n  return results;\n}\n\nexport function getKbArticle(dataDir: string, id: string): KbArticle | null {\n  if (!isSafePathSegment(id)) return null;\n  // Articles are stored as <category>/<id>.md, so locate the file directly\n  // instead of parsing the whole knowledge base to find one by id.\n  const dir = kbDir(dataDir);\n  for (const cat of kbCategories(dir)) {\n    const filePath = path.join(dir, cat, `${id}.md`);\n    if (!fs.existsSync(filePath)) continue;\n    try {\n      const parsed = matter(fs.readFileSync(filePath, \"utf-8\") as string);\n      const meta = KbArticleSchema.safeParse(parsed.data);\n      if (!meta.success) return null;\n      return { ...meta.data, body: parsed.content.trim() };\n    } catch {\n      return null;\n    }\n  }\n  return null;\n}\n\nexport function writeKbArticle(dataDir: string, article: KbArticle): void {\n  assertSafePathSegment(article.category, \"knowledge-base category\");\n  assertSafePathSegment(article.id, \"knowledge-base article id\");\n  const { body, ...meta } = article;\n  const content = matter.stringify(body, meta as Record<string, unknown>);\n  writeFileAtomic(path.join(kbDir(dataDir), article.category, `${article.id}.md`), content);\n}\n\nexport function deleteKbArticle(dataDir: string, id: string): boolean {\n  if (!isSafePathSegment(id)) return false;\n  // Locate <category>/<id>.md directly rather than parsing every article.\n  const dir = kbDir(dataDir);\n  for (const cat of kbCategories(dir)) {\n    const p = path.join(dir, cat, `${id}.md`);\n    if (fs.existsSync(p)) {\n      fs.unlinkSync(p);\n      return true;\n    }\n  }\n  return false;\n}\n\nexport function searchKbSimple(\n  dataDir: string,\n  query: string,\n  opts?: { publicOnly?: boolean }\n): KbArticle[] {\n  const all = listKbArticles(dataDir, opts?.publicOnly ? { publicOnly: true } : {});\n  const lower = query.toLowerCase();\n  return all.filter(\n    (a) =>\n      a.title.toLowerCase().includes(lower) ||\n      a.body.toLowerCase().includes(lower) ||\n      a.tags.some((t) => t.toLowerCase().includes(lower))\n  );\n}\n\nexport function getKbMetaForExport(article: KbArticle): KbArticleMeta {\n  const { body: _body, ...meta } = article;\n  return 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package/dist/{lancedb-CCBbpulq.js → lancedb-CswQEE5K.js}

@@ -1,2 +1,2 @@
-import { n as indexInLanceDB, t as dropCustomerTable } from "./lancedb-rlvWoPwl.js";
+import { n as indexInLanceDB, t as dropCustomerTable } from "./lancedb-CuHKNsNZ.js";
 export { dropCustomerTable, indexInLanceDB };

package/dist/{lancedb-rlvWoPwl.js → lancedb-CuHKNsNZ.js}

@@ -1,3 +1,4 @@
+import { n as logger } from "./logger-Dyl4VcLO.js";
 import path from "path";
 import os from "os";
 import * as lancedb from "@lancedb/lancedb";
@@ -65,7 +66,7 @@ async function indexInLanceDB(dataDir, slug, text, sourceRef, meta) {
 		}]);
 		await table.mergeInsert("source_ref").whenMatchedUpdateAll().whenNotMatchedInsertAll().execute(data);
 	} catch (err) {
-		process.stderr.write(`[lancedb] indexInLanceDB failed: ${err.message}\n`);
+		logger.error("lancedb", "indexInLanceDB failed", { error: err.message });
 	}
 }
 async function dropCustomerTable(dataDir, slug) {
@@ -74,7 +75,7 @@ async function dropCustomerTable(dataDir, slug) {
 		const tableName = `docs_${slug.replace(/[^a-z0-9]/gi, "_")}`;
 		if ((await db.tableNames()).includes(tableName)) await db.dropTable(tableName);
 	} catch (err) {
-		process.stderr.write(`[lancedb] dropCustomerTable failed: ${err.message}\n`);
+		logger.error("lancedb", "dropCustomerTable failed", { error: err.message });
 	}
 }
 async function searchKnowledge(dataDir, slug, query, limit) {
@@ -95,4 +96,4 @@ async function searchKnowledge(dataDir, slug, query, limit) {
 //#endregion
 export { indexInLanceDB as n, searchKnowledge as r, dropCustomerTable as t };
 
-//# sourceMappingURL=lancedb-rlvWoPwl.js.map
+//# sourceMappingURL=lancedb-CuHKNsNZ.js.map

package/dist/lancedb-CuHKNsNZ.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"lancedb-CuHKNsNZ.js","names":["ArrowFloat32"],"sources":["../src/core/embedder.ts","../src/core/lancedb.ts"],"sourcesContent":["import { pipeline, env, type FeatureExtractionPipeline } from \"@huggingface/transformers\";\nimport path from \"path\";\nimport os from \"os\";\n\nenv.cacheDir =\n  process.env[\"HF_CACHE_DIR\"] ?? path.join(os.homedir(), \".cache\", \"datasynx-opencrm\", \"models\");\n\nclass EmbeddingPipeline {\n  private static instance: Promise<FeatureExtractionPipeline> | null = null;\n\n  static get(): Promise<FeatureExtractionPipeline> {\n    if (!this.instance) {\n      console.error(\"Loading embedding model (first time, ~25MB)...\");\n      this.instance = pipeline(\n        \"feature-extraction\",\n        \"Xenova/all-MiniLM-L6-v2\"\n      ) as Promise<FeatureExtractionPipeline>;\n    }\n    return this.instance;\n  }\n\n  static reset(): void {\n    this.instance = null;\n  }\n}\n\nexport async function embedText(text: string): Promise<Float32Array> {\n  const extractor = await EmbeddingPipeline.get();\n  const output = await extractor(text, { pooling: \"mean\", normalize: true });\n  return (output as unknown as Array<{ data: Float32Array }>)[0]?.data ?? new Float32Array(384);\n}\n\nexport async function embedBatch(texts: string[]): Promise<Float32Array[]> {\n  if (texts.length === 0) return [];\n  const extractor = await EmbeddingPipeline.get();\n  const output = await extractor(texts, { pooling: \"mean\", normalize: true });\n  return (output as unknown as Array<{ data: Float32Array }>).map(\n    (o) => o.data ?? new Float32Array(384)\n  );\n}\n\nexport function resetEmbeddingPipeline(): void {\n  EmbeddingPipeline.reset();\n}\n","import * as lancedb from \"@lancedb/lancedb\";\nimport { Index } from \"@lancedb/lancedb\";\nimport { makeArrowTable } from \"@lancedb/lancedb\";\nimport { Schema, Field, FixedSizeList, Float32 as ArrowFloat32, Utf8 } from \"apache-arrow\";\nimport path from \"path\";\nimport { embedText } from \"./embedder.js\";\nimport { logger } from \"./logger.js\";\n\nlet _db: lancedb.Connection | null = null;\n\nasync function getDb(dataDir: string): Promise<lancedb.Connection> {\n  if (!_db) {\n    const dbPath = path.join(dataDir, \".agentic\", \"lancedb\");\n    _db = await lancedb.connect(dbPath);\n  }\n  return _db;\n}\n\n// Reset connection (useful for testing)\nexport function resetConnection(): void {\n  _db = null;\n}\n\nconst CUSTOMER_TABLE_SCHEMA = new Schema([\n  new Field(\"source_ref\", new Utf8(), false),\n  new Field(\"text\", new Utf8(), false),\n  new Field(\"date\", new Utf8(), false),\n  new Field(\"type\", new Utf8(), false),\n  new Field(\"vector\", new FixedSizeList(384, new Field(\"item\", new ArrowFloat32(), true)), false),\n]);\n\nasync function getOrCreateCustomerTable(\n  db: lancedb.Connection,\n  tableName: string\n): Promise<lancedb.Table> {\n  const tableNames: string[] = await db.tableNames();\n  if (!tableNames.includes(tableName)) {\n    const table = await db.createEmptyTable(tableName, CUSTOMER_TABLE_SCHEMA);\n    await table.createIndex(\"source_ref\", { config: Index.btree() });\n    return table;\n  }\n  return db.openTable(tableName);\n}\n\nexport async function indexInLanceDB(\n  dataDir: string,\n  slug: string,\n  text: string,\n  sourceRef: string,\n  meta?: { date?: string; type?: string }\n): Promise<void> {\n  try {\n    const vectorFloat32 = await embedText(text);\n    const db = await getDb(dataDir);\n    const tableName = `docs_${slug.replace(/[^a-z0-9]/gi, \"_\")}`;\n    const table = await getOrCreateCustomerTable(db, tableName);\n\n    const date = meta?.date ?? new Date().toISOString().slice(0, 10);\n    const type = meta?.type ?? \"unknown\";\n\n    const data = makeArrowTable([\n      {\n        source_ref: sourceRef,\n        text: text.slice(0, 2000),\n        date,\n        type,\n        vector: Array.from(vectorFloat32),\n      },\n    ]);\n\n    await table\n      .mergeInsert(\"source_ref\")\n      .whenMatchedUpdateAll()\n      .whenNotMatchedInsertAll()\n      .execute(data);\n  } catch (err) {\n    logger.error(\"lancedb\", \"indexInLanceDB failed\", { error: (err as Error).message });\n  }\n}\n\nexport async function dropCustomerTable(dataDir: string, slug: string): Promise<void> {\n  try {\n    const db = await getDb(dataDir);\n    const tableName = `docs_${slug.replace(/[^a-z0-9]/gi, \"_\")}`;\n    const tableNames: string[] = await db.tableNames();\n    if (tableNames.includes(tableName)) {\n      await db.dropTable(tableName);\n    }\n  } catch (err) {\n    logger.error(\"lancedb\", \"dropCustomerTable failed\", { error: (err as Error).message });\n  }\n}\n\nexport async function searchKnowledge(\n  dataDir: string,\n  slug: string,\n  query: string,\n  limit: number\n): Promise<Array<{ content: string; score: number; source: string }>> {\n  try {\n    const vectorFloat32 = await embedText(query);\n    const db = await getDb(dataDir);\n    const tableName = `docs_${slug.replace(/[^a-z0-9]/gi, \"_\")}`;\n\n    // Check if table exists\n    const tableNames: string[] = await db.tableNames();\n    if (!tableNames.includes(tableName)) {\n      return [];\n    }\n\n    const table = await db.openTable(tableName);\n\n    const results = await table.search(Array.from(vectorFloat32)).limit(limit).toArray();\n\n    return results.map((r: Record<string, unknown>) => ({\n      content: String(r[\"text\"] ?? \"\"),\n      score: typeof r[\"_distance\"] === \"number\" ? 1 - r[\"_distance\"] : 1,\n      source: String(r[\"source_ref\"] ?? \"\"),\n    }));\n  } catch {\n    // If LanceDB table doesn't exist or search fails, return empty array\n    return [];\n  }\n}\n"],"mappings":";;;;;;;;AAIA,IAAI,WACF,QAAQ,IAAI,mBAAmB,KAAK,KAAK,GAAG,QAAQ,GAAG,UAAU,oBAAoB,QAAQ;AAE/F,IAAM,oBAAN,MAAwB;CACtB,OAAe,WAAsD;CAErE,OAAO,MAA0C;EAC/C,IAAI,CAAC,KAAK,UAAU;GAClB,QAAQ,MAAM,gDAAgD;GAC9D,KAAK,WAAW,SACd,sBACA,yBACF;EACF;EACA,OAAO,KAAK;CACd;CAEA,OAAO,QAAc;EACnB,KAAK,WAAW;CAClB;AACF;AAEA,eAAsB,UAAU,MAAqC;CAGnE,QAAQ,OADa,MADG,kBAAkB,IAAI,GACf,MAAM;EAAE,SAAS;EAAQ,WAAW;CAAK,CAAC,GACb,IAAI,QAAQ,IAAI,aAAa,GAAG;AAC9F;;;ACtBA,IAAI,MAAiC;AAErC,eAAe,MAAM,SAA8C;CACjE,IAAI,CAAC,KAAK;EACR,MAAM,SAAS,KAAK,KAAK,SAAS,YAAY,SAAS;EACvD,MAAM,MAAM,QAAQ,QAAQ,MAAM;CACpC;CACA,OAAO;AACT;AAOA,MAAM,wBAAwB,IAAI,OAAO;CACvC,IAAI,MAAM,cAAc,IAAI,KAAK,GAAG,KAAK;CACzC,IAAI,MAAM,QAAQ,IAAI,KAAK,GAAG,KAAK;CACnC,IAAI,MAAM,QAAQ,IAAI,KAAK,GAAG,KAAK;CACnC,IAAI,MAAM,QAAQ,IAAI,KAAK,GAAG,KAAK;CACnC,IAAI,MAAM,UAAU,IAAI,cAAc,KAAK,IAAI,MAAM,QAAQ,IAAIA,QAAa,GAAG,IAAI,CAAC,GAAG,KAAK;AAChG,CAAC;AAED,eAAe,yBACb,IACA,WACwB;CAExB,IAAI,EAAC,MAD8B,GAAG,WAAW,GACjC,SAAS,SAAS,GAAG;EACnC,MAAM,QAAQ,MAAM,GAAG,iBAAiB,WAAW,qBAAqB;EACxE,MAAM,MAAM,YAAY,cAAc,EAAE,QAAQ,MAAM,MAAM,EAAE,CAAC;EAC/D,OAAO;CACT;CACA,OAAO,GAAG,UAAU,SAAS;AAC/B;AAEA,eAAsB,eACpB,SACA,MACA,MACA,WACA,MACe;CACf,IAAI;EACF,MAAM,gBAAgB,MAAM,UAAU,IAAI;EAG1C,MAAM,QAAQ,MAAM,yBAAyB,MAF5B,MAAM,OAAO,GAEmB,QADvB,KAAK,QAAQ,eAAe,GAAG,GACC;EAE1D,MAAM,OAAO,MAAM,yBAAQ,IAAI,KAAK,GAAE,YAAY,EAAE,MAAM,GAAG,EAAE;EAC/D,MAAM,OAAO,MAAM,QAAQ;EAE3B,MAAM,OAAO,eAAe,CAC1B;GACE,YAAY;GACZ,MAAM,KAAK,MAAM,GAAG,GAAI;GACxB;GACA;GACA,QAAQ,MAAM,KAAK,aAAa;EAClC,CACF,CAAC;EAED,MAAM,MACH,YAAY,YAAY,EACxB,qBAAqB,EACrB,wBAAwB,EACxB,QAAQ,IAAI;CACjB,SAAS,KAAK;EACZ,OAAO,MAAM,WAAW,yBAAyB,EAAE,OAAQ,IAAc,QAAQ,CAAC;CACpF;AACF;AAEA,eAAsB,kBAAkB,SAAiB,MAA6B;CACpF,IAAI;EACF,MAAM,KAAK,MAAM,MAAM,OAAO;EAC9B,MAAM,YAAY,QAAQ,KAAK,QAAQ,eAAe,GAAG;EAEzD,KAAI,MAD+B,GAAG,WAAW,GAClC,SAAS,SAAS,GAC/B,MAAM,GAAG,UAAU,SAAS;CAEhC,SAAS,KAAK;EACZ,OAAO,MAAM,WAAW,4BAA4B,EAAE,OAAQ,IAAc,QAAQ,CAAC;CACvF;AACF;AAEA,eAAsB,gBACpB,SACA,MACA,OACA,OACoE;CACpE,IAAI;EACF,MAAM,gBAAgB,MAAM,UAAU,KAAK;EAC3C,MAAM,KAAK,MAAM,MAAM,OAAO;EAC9B,MAAM,YAAY,QAAQ,KAAK,QAAQ,eAAe,GAAG;EAIzD,IAAI,EAAC,MAD8B,GAAG,WAAW,GACjC,SAAS,SAAS,GAChC,OAAO,CAAC;EAOV,QAAO,OAFe,MAFF,GAAG,UAAU,SAAS,GAEd,OAAO,MAAM,KAAK,aAAa,CAAC,EAAE,MAAM,KAAK,EAAE,QAAQ,GAEpE,KAAK,OAAgC;GAClD,SAAS,OAAO,EAAE,WAAW,EAAE;GAC/B,OAAO,OAAO,EAAE,iBAAiB,WAAW,IAAI,EAAE,eAAe;GACjE,QAAQ,OAAO,EAAE,iBAAiB,EAAE;EACtC,EAAE;CACJ,QAAQ;EAEN,OAAO,CAAC;CACV;AACF"}

package/dist/{lead-model-BCFzyktm.js → lead-model-CEmx7te7.js}

@@ -1,8 +1,8 @@
-import { r as listCustomerSlugs } from "./customer-dir-DIylZ8Q6.js";
-import { n as readPipelineSync } from "./pipeline-writer-BvVquKIe.js";
+import { i as listCustomerSlugs } from "./customer-dir-CkMMXhb0.js";
+import { i as writeJsonFile, n as readJsonFile } from "./json-store-WWsFzXub.js";
+import { n as readPipelineSync } from "./pipeline-writer-CIllfnZl.js";
 import { t as scoreOpportunity } from "./opportunity-score-BTMOQSTV.js";
 import path from "path";
-import fs from "fs";
 //#region src/core/lead-model.ts
 const MODEL_FILE = ".agentic/lead-model.json";
 const FEATURES = 2;
@@ -90,20 +90,12 @@ function predictWin(model, deal) {
 	return sigmoid(model.bias + model.weights.reduce((acc, w, j) => acc + w * x[j], 0));
 }
 function saveLeadModel(dataDir, model) {
-	const p = modelPath(dataDir);
-	fs.mkdirSync(path.dirname(p), { recursive: true });
-	fs.writeFileSync(p, JSON.stringify(model, null, 2), "utf-8");
+	writeJsonFile(modelPath(dataDir), model);
 }
 function loadLeadModel(dataDir) {
-	const p = modelPath(dataDir);
-	if (!fs.existsSync(p)) return null;
-	try {
-		return JSON.parse(fs.readFileSync(p, "utf-8"));
-	} catch {
-		return null;
-	}
+	return readJsonFile(modelPath(dataDir), null);
 }
 //#endregion
 export { buildLeadModel, loadLeadModel, predictWin, saveLeadModel };
 
-//# sourceMappingURL=lead-model-BCFzyktm.js.map
+//# sourceMappingURL=lead-model-CEmx7te7.js.map

package/dist/lead-model-CEmx7te7.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"lead-model-CEmx7te7.js","names":[],"sources":["../src/core/lead-model.ts"],"sourcesContent":["import path from \"path\";\nimport { readPipelineSync } from \"../fs/pipeline-writer.js\";\nimport { listCustomerSlugs } from \"../fs/customer-dir.js\";\nimport { readJsonFile, writeJsonFile } from \"../fs/json-store.js\";\nimport { scoreOpportunity } from \"./opportunity-score.js\";\nimport type { PipelineDeal } from \"../schemas/pipeline.js\";\n\n/**\n * Predictive lead/opportunity scoring (domino D14 / C8): a dependency-free\n * logistic-regression model learned from the workspace's own won/lost history.\n * Features are deliberately simple and always available at prediction time —\n * deal value (log-scaled) and stated probability — so the model stays explainable\n * and needs no external ML runtime (that lives in the agent framework, not here).\n * Falls back to the deterministic heuristic when there isn't enough history.\n */\nexport interface LeadModel {\n  weights: number[];\n  bias: number;\n  mean: number[];\n  std: number[];\n  trainedOn: number;\n  sufficient: boolean;\n}\n\nconst MODEL_FILE = \".agentic/lead-model.json\";\nconst FEATURES = 2; // [log10(value+1), probability/100]\n\nfunction modelPath(dataDir: string): string {\n  return path.join(dataDir, MODEL_FILE);\n}\n\nfunction features(deal: PipelineDeal): number[] {\n  return [Math.log10((deal.value ?? 0) + 1), (deal.probability ?? 0) / 100];\n}\n\nfunction sigmoid(z: number): number {\n  return 1 / (1 + Math.exp(-z));\n}\n\n/** Read every customer's closed (won/lost) deals as labelled training rows. */\nexport function gatherTrainingDeals(dataDir: string): Array<{ x: number[]; y: number }> {\n  const rows: Array<{ x: number[]; y: number }> = [];\n  for (const slug of listCustomerSlugs(dataDir)) {\n    let deals: PipelineDeal[] = [];\n    try {\n      deals = readPipelineSync(dataDir, slug);\n    } catch {\n      deals = [];\n    }\n    for (const d of deals) {\n      if (d.stage === \"won\") rows.push({ x: features(d), y: 1 });\n      else if (d.stage === \"lost\") rows.push({ x: features(d), y: 0 });\n    }\n  }\n  return rows;\n}\n\n/** Train a logistic-regression model from the workspace's won/lost history. */\nexport function buildLeadModel(dataDir: string): LeadModel {\n  const rows = gatherTrainingDeals(dataDir);\n  const classes = new Set(rows.map((r) => r.y));\n  const sufficient = rows.length >= 4 && classes.size === 2;\n\n  const empty: LeadModel = {\n    weights: new Array(FEATURES).fill(0),\n    bias: 0,\n    mean: new Array(FEATURES).fill(0),\n    std: new Array(FEATURES).fill(1),\n    trainedOn: rows.length,\n    sufficient,\n  };\n  if (!sufficient) return empty;\n\n  // Standardize features for stable gradient descent.\n  const mean = new Array(FEATURES).fill(0);\n  for (const r of rows) for (let j = 0; j < FEATURES; j++) mean[j] += r.x[j]! / rows.length;\n  const std = new Array(FEATURES).fill(0);\n  for (const r of rows)\n    for (let j = 0; j < FEATURES; j++) std[j] += (r.x[j]! - mean[j]) ** 2 / rows.length;\n  for (let j = 0; j < FEATURES; j++) std[j] = Math.sqrt(std[j]) || 1;\n\n  const norm = rows.map((r) => ({\n    x: r.x.map((v, j) => (v - mean[j]) / std[j]),\n    y: r.y,\n  }));\n\n  const weights = new Array(FEATURES).fill(0);\n  let bias = 0;\n  const lr = 0.1;\n  const iterations = 2000;\n  for (let it = 0; it < iterations; it++) {\n    const gradW = new Array(FEATURES).fill(0);\n    let gradB = 0;\n    for (const r of norm) {\n      const z = bias + weights.reduce((acc, w, j) => acc + w * r.x[j]!, 0);\n      const err = sigmoid(z) - r.y;\n      for (let j = 0; j < FEATURES; j++) gradW[j] += (err * r.x[j]!) / norm.length;\n      gradB += err / norm.length;\n    }\n    for (let j = 0; j < FEATURES; j++) weights[j] -= lr * gradW[j];\n    bias -= lr * gradB;\n  }\n\n  return { weights, bias, mean, std, trainedOn: rows.length, sufficient: true };\n}\n\n/** Predict win probability (0–1). Falls back to the heuristic when untrained. */\nexport function predictWin(model: LeadModel, deal: PipelineDeal): number {\n  if (!model.sufficient) return scoreOpportunity(deal).score / 100;\n  const x = features(deal).map((v, j) => (v - model.mean[j]!) / model.std[j]!);\n  const z = model.bias + model.weights.reduce((acc, w, j) => acc + w * x[j]!, 0);\n  return sigmoid(z);\n}\n\nexport function saveLeadModel(dataDir: string, model: LeadModel): void {\n  writeJsonFile(modelPath(dataDir), model);\n}\n\nexport function loadLeadModel(dataDir: string): LeadModel | null {\n  return readJsonFile<LeadModel | null>(modelPath(dataDir), null);\n}\n"],"mappings":";;;;;;AAwBA,MAAM,aAAa;AACnB,MAAM,WAAW;AAEjB,SAAS,UAAU,SAAyB;CAC1C,OAAO,KAAK,KAAK,SAAS,UAAU;AACtC;AAEA,SAAS,SAAS,MAA8B;CAC9C,OAAO,CAAC,KAAK,OAAO,KAAK,SAAS,KAAK,CAAC,IAAI,KAAK,eAAe,KAAK,GAAG;AAC1E;AAEA,SAAS,QAAQ,GAAmB;CAClC,OAAO,KAAK,IAAI,KAAK,IAAI,CAAC,CAAC;AAC7B;;AAGA,SAAgB,oBAAoB,SAAoD;CACtF,MAAM,OAA0C,CAAC;CACjD,KAAK,MAAM,QAAQ,kBAAkB,OAAO,GAAG;EAC7C,IAAI,QAAwB,CAAC;EAC7B,IAAI;GACF,QAAQ,iBAAiB,SAAS,IAAI;EACxC,QAAQ;GACN,QAAQ,CAAC;EACX;EACA,KAAK,MAAM,KAAK,OACd,IAAI,EAAE,UAAU,OAAO,KAAK,KAAK;GAAE,GAAG,SAAS,CAAC;GAAG,GAAG;EAAE,CAAC;OACpD,IAAI,EAAE,UAAU,QAAQ,KAAK,KAAK;GAAE,GAAG,SAAS,CAAC;GAAG,GAAG;EAAE,CAAC;CAEnE;CACA,OAAO;AACT;;AAGA,SAAgB,eAAe,SAA4B;CACzD,MAAM,OAAO,oBAAoB,OAAO;CACxC,MAAM,UAAU,IAAI,IAAI,KAAK,KAAK,MAAM,EAAE,CAAC,CAAC;CAC5C,MAAM,aAAa,KAAK,UAAU,KAAK,QAAQ,SAAS;CAExD,MAAM,QAAmB;EACvB,SAAS,IAAI,MAAM,QAAQ,EAAE,KAAK,CAAC;EACnC,MAAM;EACN,MAAM,IAAI,MAAM,QAAQ,EAAE,KAAK,CAAC;EAChC,KAAK,IAAI,MAAM,QAAQ,EAAE,KAAK,CAAC;EAC/B,WAAW,KAAK;EAChB;CACF;CACA,IAAI,CAAC,YAAY,OAAO;CAGxB,MAAM,OAAO,IAAI,MAAM,QAAQ,EAAE,KAAK,CAAC;CACvC,KAAK,MAAM,KAAK,MAAM,KAAK,IAAI,IAAI,GAAG,IAAI,UAAU,KAAK,KAAK,MAAM,EAAE,EAAE,KAAM,KAAK;CACnF,MAAM,MAAM,IAAI,MAAM,QAAQ,EAAE,KAAK,CAAC;CACtC,KAAK,MAAM,KAAK,MACd,KAAK,IAAI,IAAI,GAAG,IAAI,UAAU,KAAK,IAAI,OAAO,EAAE,EAAE,KAAM,KAAK,OAAO,IAAI,KAAK;CAC/E,KAAK,IAAI,IAAI,GAAG,IAAI,UAAU,KAAK,IAAI,KAAK,KAAK,KAAK,IAAI,EAAE,KAAK;CAEjE,MAAM,OAAO,KAAK,KAAK,OAAO;EAC5B,GAAG,EAAE,EAAE,KAAK,GAAG,OAAO,IAAI,KAAK,MAAM,IAAI,EAAE;EAC3C,GAAG,EAAE;CACP,EAAE;CAEF,MAAM,UAAU,IAAI,MAAM,QAAQ,EAAE,KAAK,CAAC;CAC1C,IAAI,OAAO;CACX,MAAM,KAAK;CACX,MAAM,aAAa;CACnB,KAAK,IAAI,KAAK,GAAG,KAAK,YAAY,MAAM;EACtC,MAAM,QAAQ,IAAI,MAAM,QAAQ,EAAE,KAAK,CAAC;EACxC,IAAI,QAAQ;EACZ,KAAK,MAAM,KAAK,MAAM;GAEpB,MAAM,MAAM,QADF,OAAO,QAAQ,QAAQ,KAAK,GAAG,MAAM,MAAM,IAAI,EAAE,EAAE,IAAK,CAAC,CAC9C,IAAI,EAAE;GAC3B,KAAK,IAAI,IAAI,GAAG,IAAI,UAAU,KAAK,MAAM,MAAO,MAAM,EAAE,EAAE,KAAO,KAAK;GACtE,SAAS,MAAM,KAAK;EACtB;EACA,KAAK,IAAI,IAAI,GAAG,IAAI,UAAU,KAAK,QAAQ,MAAM,KAAK,MAAM;EAC5D,QAAQ,KAAK;CACf;CAEA,OAAO;EAAE;EAAS;EAAM;EAAM;EAAK,WAAW,KAAK;EAAQ,YAAY;CAAK;AAC9E;;AAGA,SAAgB,WAAW,OAAkB,MAA4B;CACvE,IAAI,CAAC,MAAM,YAAY,OAAO,iBAAiB,IAAI,EAAE,QAAQ;CAC7D,MAAM,IAAI,SAAS,IAAI,EAAE,KAAK,GAAG,OAAO,IAAI,MAAM,KAAK,MAAO,MAAM,IAAI,EAAG;CAE3E,OAAO,QADG,MAAM,OAAO,MAAM,QAAQ,QAAQ,KAAK,GAAG,MAAM,MAAM,IAAI,EAAE,IAAK,CAAC,CAC7D;AAClB;AAEA,SAAgB,cAAc,SAAiB,OAAwB;CACrE,cAAc,UAAU,OAAO,GAAG,KAAK;AACzC;AAEA,SAAgB,cAAc,SAAmC;CAC/D,OAAO,aAA+B,UAAU,OAAO,GAAG,IAAI;AAChE"}

package/dist/{llm-Z8RIYkpF.js → llm-BnSUBisu.js}

@@ -1,5 +1,5 @@
 import { t as __exportAll } from "./rolldown-runtime-D7D4PA-g.js";
-import { a as neutralizeUntrusted, i as guardrailsEnabled, n as llmProvider, o as maskPii, r as localLlmConfig, s as piiMaskingEnabled } from "./compliance-B1kk5-YS.js";
+import { a as neutralizeUntrusted, i as guardrailsEnabled, n as llmProvider, o as maskPii, r as localLlmConfig, s as piiMaskingEnabled } from "./compliance-kq0xHRw3.js";
 import Anthropic from "@anthropic-ai/sdk";
 //#region src/core/resilience.ts
 var CircuitBreaker = class {
@@ -171,4 +171,4 @@ async function callLlm(prompt, ctx) {
 //#endregion
 export { guardIsoDate as i, llm_exports as n, summarizeEmail as r, callLlm as t };
 
-//# sourceMappingURL=llm-Z8RIYkpF.js.map
+//# sourceMappingURL=llm-BnSUBisu.js.map

package/dist/{llm-Z8RIYkpF.js.map → llm-BnSUBisu.js.map}

@@ -1 +1 @@
-{"version":3,"file":"llm-Z8RIYkpF.js","names":[],"sources":["../src/core/resilience.ts","../src/core/input-guard.ts","../src/core/llm.ts"],"sourcesContent":["export interface RetryOptions {\n  attempts: number;\n  backoffMs: number;\n  maxBackoffMs?: number;\n  shouldRetry?: (err: Error) => boolean;\n}\n\nexport async function withRetry<T>(fn: () => Promise<T>, opts: RetryOptions): Promise<T> {\n  const { attempts, backoffMs, maxBackoffMs, shouldRetry } = opts;\n  let lastError!: Error;\n\n  for (let attempt = 0; attempt < attempts; attempt++) {\n    try {\n      return await fn();\n    } catch (err) {\n      lastError = err as Error;\n      if (shouldRetry && !shouldRetry(lastError)) throw lastError;\n      if (attempt < attempts - 1) {\n        const delay = maxBackoffMs\n          ? Math.min(backoffMs * 2 ** attempt, maxBackoffMs)\n          : backoffMs * 2 ** attempt;\n        await new Promise((r) => setTimeout(r, delay));\n      }\n    }\n  }\n  throw lastError;\n}\n\nexport type CircuitState = \"closed\" | \"open\" | \"half-open\";\n\nexport interface CircuitBreakerOptions {\n  threshold: number;\n  timeoutMs: number;\n  halfOpenAfter: number;\n}\n\nexport class CircuitBreaker {\n  private failures = 0;\n  private openedAt: number | null = null;\n  private _state: CircuitState = \"closed\";\n\n  constructor(private readonly opts: CircuitBreakerOptions) {}\n\n  get state(): CircuitState {\n    return this._state;\n  }\n\n  async call<T>(fn: () => Promise<T>): Promise<T> {\n    if (this._state === \"open\") {\n      const elapsed = Date.now() - (this.openedAt ?? 0);\n      if (elapsed >= this.opts.halfOpenAfter) {\n        this._state = \"half-open\";\n      } else {\n        throw new Error(\"Circuit open\");\n      }\n    }\n\n    try {\n      const result = await fn();\n      // Success — reset\n      this.failures = 0;\n      this._state = \"closed\";\n      this.openedAt = null;\n      return result;\n    } catch (err) {\n      this.failures++;\n      if (this._state === \"half-open\" || this.failures >= this.opts.threshold) {\n        this._state = \"open\";\n        this.openedAt = Date.now();\n        this.failures = 0;\n      }\n      throw err;\n    }\n  }\n}\n","export interface StringGuardOptions {\n  maxLen?: number;\n  pattern?: RegExp;\n  trim?: boolean;\n}\n\nexport function guardString(val: unknown, field: string, opts: StringGuardOptions = {}): string {\n  if (typeof val !== \"string\") throw new Error(`${field}: expected string, got ${typeof val}`);\n  const trimmed = opts.trim !== false ? val.trim() : val;\n  if (opts.maxLen !== undefined && trimmed.length > opts.maxLen) {\n    throw new Error(`${field}: exceeds max length ${opts.maxLen}`);\n  }\n  if (opts.pattern && !opts.pattern.test(trimmed)) {\n    throw new Error(`${field}: invalid format`);\n  }\n  return trimmed;\n}\n\nexport interface NumberGuardOptions {\n  min?: number;\n  max?: number;\n}\n\nexport function guardNumber(val: unknown, field: string, opts: NumberGuardOptions = {}): number {\n  if (typeof val !== \"number\" || !isFinite(val)) {\n    throw new Error(\n      `${field}: expected number, got ${typeof val === \"number\" ? \"NaN/Infinity\" : typeof val}`\n    );\n  }\n  if (opts.min !== undefined && val < opts.min) {\n    throw new Error(`${field}: must be >= ${opts.min}`);\n  }\n  if (opts.max !== undefined && val > opts.max) {\n    throw new Error(`${field}: must be <= ${opts.max}`);\n  }\n  return val;\n}\n\nexport function guardPositiveInt(val: unknown, field: string): number {\n  const n = guardNumber(val, field);\n  if (!Number.isInteger(n)) throw new Error(`${field}: must be integer`);\n  if (n < 1) throw new Error(`${field}: must be >= 1`);\n  return n;\n}\n\nexport function guardIsoDate(val: unknown, field: string): string {\n  if (typeof val !== \"string\" || !val) throw new Error(`${field}: invalid date`);\n  const d = new Date(val);\n  if (isNaN(d.getTime())) throw new Error(`${field}: invalid date`);\n  // Reject clearly invalid month/day combinations (e.g., 2026-13-01)\n  if (/^\\d{4}-\\d{2}-\\d{2}/.test(val)) {\n    const [year, month, day] = val.slice(0, 10).split(\"-\").map(Number) as [number, number, number];\n    if (month < 1 || month > 12 || day < 1 || day > 31) {\n      throw new Error(`${field}: invalid date`);\n    }\n    // Cross-check with Date parsing\n    const reparse = new Date(\n      `${year}-${String(month).padStart(2, \"0\")}-${String(day).padStart(2, \"0\")}`\n    );\n    if (isNaN(reparse.getTime()) || reparse.getMonth() + 1 !== month) {\n      throw new Error(`${field}: invalid date`);\n    }\n  }\n  return val;\n}\n\nconst DEFAULT_LLM_MAX_BYTES = 512 * 1024; // 512 KB\n\nexport function guardLlmResponse(\n  response: unknown,\n  maxBytes: number = DEFAULT_LLM_MAX_BYTES\n): string {\n  if (typeof response !== \"string\") {\n    throw new Error(\"LLM response: expected string\");\n  }\n  const byteLen = Buffer.byteLength(response, \"utf-8\");\n  if (byteLen > maxBytes) {\n    throw new Error(`LLM response exceeds ${maxBytes} bytes (got ${byteLen})`);\n  }\n  return response;\n}\n","import Anthropic from \"@anthropic-ai/sdk\";\nimport { CircuitBreaker } from \"./resilience.js\";\nimport { guardLlmResponse } from \"./input-guard.js\";\nimport { maskPii, piiMaskingEnabled } from \"./pii.js\";\nimport { neutralizeUntrusted, guardrailsEnabled } from \"./guardrails.js\";\nimport { llmProvider, localLlmConfig } from \"./compliance.js\";\n\nconst MODEL = \"claude-haiku-4-5-20251001\";\n\nlet _client: Anthropic | null = null;\nlet llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n\nexport function resetLlmCircuit(): void {\n  llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n}\n\nfunction getClient(): Anthropic | null {\n  if (!process.env[\"ANTHROPIC_API_KEY\"]) return null;\n  if (!_client) _client = new Anthropic();\n  return _client;\n}\n\nexport interface EmailSummary {\n  summary: string;\n  sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n  nextSteps: string[];\n}\n\nexport interface CustomerMatch {\n  slug: string | null;\n  confidence: \"high\" | \"medium\" | \"low\";\n}\n\nfunction emailFallback(snippet: string): EmailSummary {\n  return {\n    summary: snippet.slice(0, 300),\n    sentiment: \"neutral\",\n    nextSteps: [],\n  };\n}\n\nexport async function summarizeEmail(\n  subject: string,\n  snippet: string,\n  from: string\n): Promise<EmailSummary> {\n  const client = getClient();\n  if (!client) return emailFallback(snippet);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 200,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Extract structured information from email metadata.\\nReturn ONLY valid JSON matching: { \"summary\": string (2 sentences, German), \"sentiment\": \"positive\"|\"neutral\"|\"negative\"|\"urgent\", \"nextSteps\": string[] }',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Subject: ${subject}\\nFrom: ${from}\\nContent: ${snippet}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return emailFallback(snippet);\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        summary: string;\n        sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n        nextSteps: string[];\n      };\n      return parsed;\n    } catch {\n      return emailFallback(snippet);\n    }\n  } catch {\n    return emailFallback(snippet);\n  }\n}\n\nexport async function recognizeCustomer(\n  transcriptContent: string,\n  candidates: Array<{ slug: string; name: string }>\n): Promise<CustomerMatch> {\n  if (candidates.length === 0) return { slug: null, confidence: \"low\" };\n\n  const client = getClient();\n  if (!client) return { slug: null, confidence: \"low\" };\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 100,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Match a meeting transcript to the most likely customer.\\nReturn ONLY valid JSON: { \"slug\": string|null, \"confidence\": \"high\"|\"medium\"|\"low\" }\\nslug must be one of the provided candidates or null if no match.',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Available customers: ${candidates.map((c) => `${c.slug} (${c.name})`).join(\", \")}\\nTranscript (first 1000 chars): ${transcriptContent.slice(0, 1000)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return { slug: null, confidence: \"low\" };\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        slug: string | null;\n        confidence: \"high\" | \"medium\" | \"low\";\n      };\n      return parsed;\n    } catch {\n      return { slug: null, confidence: \"low\" };\n    }\n  } catch {\n    return { slug: null, confidence: \"low\" };\n  }\n}\n\nexport function resetLlmClient(): void {\n  _client = null;\n}\n\nfunction recordCall(\n  model: string,\n  inputTokens: number,\n  outputTokens: number,\n  ctx?: { slug?: string; tool?: string }\n): void {\n  const dataDir = process.env[\"DXCRM_DATA_DIR\"] ?? process.cwd();\n  void import(\"./usage.js\").then(({ recordUsage }) =>\n    recordUsage(dataDir, {\n      ...(ctx?.slug ? { slug: ctx.slug } : {}),\n      ...(ctx?.tool ? { tool: ctx.tool } : {}),\n      model,\n      inputTokens,\n      outputTokens,\n    })\n  );\n}\n\n/**\n * Local-LLM path (D17): call an OpenAI-compatible endpoint (Ollama/local) via\n * fetch — no extra dependency — so customer data can stay on-machine. Usage is\n * still recorded for cost/observability parity with the Anthropic path.\n */\nasync function callLocalLlm(\n  masked: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const { baseUrl, model } = localLlmConfig();\n  const res = await fetch(`${baseUrl.replace(/\\/$/, \"\")}/chat/completions`, {\n    method: \"POST\",\n    headers: { \"Content-Type\": \"application/json\" },\n    body: JSON.stringify({\n      model,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    }),\n  });\n  if (!res.ok) throw new Error(`Local LLM error ${res.status}`);\n  const data = (await res.json()) as {\n    choices?: Array<{ message?: { content?: string } }>;\n    usage?: { prompt_tokens?: number; completion_tokens?: number };\n  };\n  const text = data.choices?.[0]?.message?.content;\n  if (!text) throw new Error(\"No text response from local LLM\");\n  if (data.usage)\n    recordCall(model, data.usage.prompt_tokens ?? 0, data.usage.completion_tokens ?? 0, ctx);\n  return text;\n}\n\nexport async function callLlm(\n  prompt: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const provider = llmProvider();\n  const client = provider === \"anthropic\" ? getClient() : null;\n  if (provider === \"anthropic\" && !client) throw new Error(\"ANTHROPIC_API_KEY not set\");\n\n  // Opt-in guardrails (neutralize prompt-injection) + PII masking, then restore.\n  const guarded = guardrailsEnabled() ? neutralizeUntrusted(prompt) : prompt;\n  const { masked, unmask } = piiMaskingEnabled()\n    ? maskPii(guarded)\n    : { masked: guarded, unmask: (t: string) => t };\n\n  if (provider !== \"anthropic\") {\n    return llmCircuit.call(async () => unmask(guardLlmResponse(await callLocalLlm(masked, ctx))));\n  }\n\n  return llmCircuit.call(async () => {\n    const response = await client!.messages.create({\n      model: MODEL,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    });\n\n    // Token-cost observability (D3): record usage per customer/tool.\n    const usage = response.usage;\n    if (usage) recordCall(MODEL, usage.input_tokens, usage.output_tokens, ctx);\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") throw new Error(\"No text response from LLM\");\n    return unmask(guardLlmResponse(textBlock.text));\n  });\n}\n\nexport type FieldMapping = Record<string, string | null>;\n\n// Alias table: CRM field name → list of CSV column patterns (lowercased substrings)\nconst FIELD_ALIASES: Record<string, string[]> = {\n  name: [\n    \"company name\",\n    \"company\",\n    \"organization\",\n    \"organisation\",\n    \"account name\",\n    \"name\",\n    \"firma\",\n  ],\n  email: [\"email address\", \"e-mail\", \"email\", \"e-mail address\", \"mail\"],\n  domain: [\"company domain\", \"website\", \"domain\", \"url\", \"web\", \"homepage\"],\n  phone: [\"phone number\", \"phone\", \"tel\", \"telephone\", \"mobile\", \"cell\"],\n  industry: [\"industry\", \"sector\", \"branche\", \"vertical\"],\n  primary_contact: [\"contact name\", \"contact person\", \"contact\", \"ansprechpartner\", \"kontakt\"],\n  timezone: [\"timezone\", \"time zone\", \"tz\"],\n  // Import-specific fields\n  notes: [\n    \"notes\",\n    \"description\",\n    \"body\",\n    \"comment\",\n    \"details\",\n    \"note\",\n    \"inhalt\",\n    \"subject\",\n    \"summary\",\n  ],\n  date: [\"activity date\", \"activity_date\", \"due date\", \"date\", \"created_at\", \"timestamp\", \"time\"],\n  activityType: [\"activity type\", \"activity_type\", \"activitytype\", \"type\", \"category\", \"art\"],\n  sourceId: [\n    \"record id\",\n    \"record_id\",\n    \"source id\",\n    \"source_id\",\n    \"external id\",\n    \"external_id\",\n    \"activity id\",\n  ],\n};\n\nexport function mapCsvFieldsHeuristic(headers: string[], targetFields: string[]): FieldMapping {\n  const result: FieldMapping = {};\n  const usedHeaders = new Set<string>();\n\n  for (const field of targetFields) {\n    const aliases = FIELD_ALIASES[field] ?? [field];\n    let matched: string | null = null;\n\n    for (const header of headers) {\n      if (usedHeaders.has(header)) continue;\n      const lower = header.toLowerCase();\n      if (aliases.some((alias) => lower === alias || lower.includes(alias))) {\n        matched = header;\n        break;\n      }\n    }\n\n    result[field] = matched;\n    if (matched) usedHeaders.add(matched);\n  }\n\n  return result;\n}\n\nconst FIELD_SEMANTICS = `CRM field semantics:\n- name: Company or organization name (required)\n- email: Contact email address\n- domain: Company website or domain (e.g. \"acme.com\")\n- notes: Interaction notes, description, or subject text\n- date: Date of activity/interaction (ISO 8601 or YYYY-MM-DD)\n- activityType: Type of interaction — Call, Email, Meeting, Note\n- sourceId: Unique ID from the source system used for deduplication`;\n\nexport async function mapCsvFields(\n  headers: string[],\n  targetFields: string[]\n): Promise<FieldMapping> {\n  const client = getClient();\n  if (!client) return mapCsvFieldsHeuristic(headers, targetFields);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 300,\n      system: [\n        {\n          type: \"text\",\n          text: `You are a CRM data-import assistant. Map CSV column headers to internal CRM field names.\n\n${FIELD_SEMANTICS}\n\nRules:\n1. Return ONLY valid JSON: { \"<crmField>\": \"<csvColumn>\" | null, ... }\n2. Every requested CRM field must appear as a key in the response.\n3. Use null when no column is a reasonable match.\n4. Each CSV column may only be assigned to one CRM field.\n5. Only use column names that appear exactly in the provided CSV columns list.`,\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `CSV columns: ${JSON.stringify(headers)}\\nMap to CRM fields: ${JSON.stringify(targetFields)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\")\n      return mapCsvFieldsHeuristic(headers, targetFields);\n\n    try {\n      const raw = JSON.parse(\n        textBlock.text\n          .replace(/^```(?:json)?\\n?/, \"\")\n          .replace(/\\n?```$/, \"\")\n          .trim()\n      ) as Record<string, string | null>;\n      const validated: FieldMapping = {};\n      const headerSet = new Set(headers);\n      for (const field of targetFields) {\n        const col = raw[field] ?? null;\n        validated[field] = col !== null && headerSet.has(col) ? col : null;\n      }\n      // Require at least 'name' to be mapped; 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Math.min(backoffMs * 2 ** attempt, maxBackoffMs)\n          : backoffMs * 2 ** attempt;\n        await new Promise((r) => setTimeout(r, delay));\n      }\n    }\n  }\n  throw lastError;\n}\n\nexport type CircuitState = \"closed\" | \"open\" | \"half-open\";\n\nexport interface CircuitBreakerOptions {\n  threshold: number;\n  timeoutMs: number;\n  halfOpenAfter: number;\n}\n\nexport class CircuitBreaker {\n  private failures = 0;\n  private openedAt: number | null = null;\n  private _state: CircuitState = \"closed\";\n\n  constructor(private readonly opts: CircuitBreakerOptions) {}\n\n  get state(): CircuitState {\n    return this._state;\n  }\n\n  async call<T>(fn: () => Promise<T>): Promise<T> {\n    if (this._state === \"open\") {\n      const elapsed = Date.now() - (this.openedAt ?? 0);\n      if (elapsed >= this.opts.halfOpenAfter) {\n        this._state = \"half-open\";\n      } else {\n        throw new Error(\"Circuit open\");\n      }\n    }\n\n    try {\n      const result = await fn();\n      // Success — reset\n      this.failures = 0;\n      this._state = \"closed\";\n      this.openedAt = null;\n      return result;\n    } catch (err) {\n      this.failures++;\n      if (this._state === \"half-open\" || this.failures >= this.opts.threshold) {\n        this._state = \"open\";\n        this.openedAt = Date.now();\n        this.failures = 0;\n      }\n      throw err;\n    }\n  }\n}\n","export interface StringGuardOptions {\n  maxLen?: number;\n  pattern?: RegExp;\n  trim?: boolean;\n}\n\nexport function guardString(val: unknown, field: string, opts: StringGuardOptions = {}): string {\n  if (typeof val !== \"string\") throw new Error(`${field}: expected string, got ${typeof val}`);\n  const trimmed = opts.trim !== false ? val.trim() : val;\n  if (opts.maxLen !== undefined && trimmed.length > opts.maxLen) {\n    throw new Error(`${field}: exceeds max length ${opts.maxLen}`);\n  }\n  if (opts.pattern && !opts.pattern.test(trimmed)) {\n    throw new Error(`${field}: invalid format`);\n  }\n  return trimmed;\n}\n\nexport interface NumberGuardOptions {\n  min?: number;\n  max?: number;\n}\n\nexport function guardNumber(val: unknown, field: string, opts: NumberGuardOptions = {}): number {\n  if (typeof val !== \"number\" || !isFinite(val)) {\n    throw new Error(\n      `${field}: expected number, got ${typeof val === \"number\" ? \"NaN/Infinity\" : typeof val}`\n    );\n  }\n  if (opts.min !== undefined && val < opts.min) {\n    throw new Error(`${field}: must be >= ${opts.min}`);\n  }\n  if (opts.max !== undefined && val > opts.max) {\n    throw new Error(`${field}: must be <= ${opts.max}`);\n  }\n  return val;\n}\n\nexport function guardPositiveInt(val: unknown, field: string): number {\n  const n = guardNumber(val, field);\n  if (!Number.isInteger(n)) throw new Error(`${field}: must be integer`);\n  if (n < 1) throw new Error(`${field}: must be >= 1`);\n  return n;\n}\n\nexport function guardIsoDate(val: unknown, field: string): string {\n  if (typeof val !== \"string\" || !val) throw new Error(`${field}: invalid date`);\n  const d = new Date(val);\n  if (isNaN(d.getTime())) throw new Error(`${field}: invalid date`);\n  // Reject clearly invalid month/day combinations (e.g., 2026-13-01)\n  if (/^\\d{4}-\\d{2}-\\d{2}/.test(val)) {\n    const [year, month, day] = val.slice(0, 10).split(\"-\").map(Number) as [number, number, number];\n    if (month < 1 || month > 12 || day < 1 || day > 31) {\n      throw new Error(`${field}: invalid date`);\n    }\n    // Cross-check with Date parsing\n    const reparse = new Date(\n      `${year}-${String(month).padStart(2, \"0\")}-${String(day).padStart(2, \"0\")}`\n    );\n    if (isNaN(reparse.getTime()) || reparse.getMonth() + 1 !== month) {\n      throw new Error(`${field}: invalid date`);\n    }\n  }\n  return val;\n}\n\nconst DEFAULT_LLM_MAX_BYTES = 512 * 1024; // 512 KB\n\nexport function guardLlmResponse(\n  response: unknown,\n  maxBytes: number = DEFAULT_LLM_MAX_BYTES\n): string {\n  if (typeof response !== \"string\") {\n    throw new Error(\"LLM response: expected string\");\n  }\n  const byteLen = Buffer.byteLength(response, \"utf-8\");\n  if (byteLen > maxBytes) {\n    throw new Error(`LLM response exceeds ${maxBytes} bytes (got ${byteLen})`);\n  }\n  return response;\n}\n","import Anthropic from \"@anthropic-ai/sdk\";\nimport { CircuitBreaker } from \"./resilience.js\";\nimport { guardLlmResponse } from \"./input-guard.js\";\nimport { maskPii, piiMaskingEnabled } from \"./pii.js\";\nimport { neutralizeUntrusted, guardrailsEnabled } from \"./guardrails.js\";\nimport { llmProvider, localLlmConfig } from \"./compliance.js\";\n\nconst MODEL = \"claude-haiku-4-5-20251001\";\n\nlet _client: Anthropic | null = null;\nlet llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n\nexport function resetLlmCircuit(): void {\n  llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n}\n\nfunction getClient(): Anthropic | null {\n  if (!process.env[\"ANTHROPIC_API_KEY\"]) return null;\n  if (!_client) _client = new Anthropic();\n  return _client;\n}\n\nexport interface EmailSummary {\n  summary: string;\n  sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n  nextSteps: string[];\n}\n\nexport interface CustomerMatch {\n  slug: string | null;\n  confidence: \"high\" | \"medium\" | \"low\";\n}\n\nfunction emailFallback(snippet: string): EmailSummary {\n  return {\n    summary: snippet.slice(0, 300),\n    sentiment: \"neutral\",\n    nextSteps: [],\n  };\n}\n\nexport async function summarizeEmail(\n  subject: string,\n  snippet: string,\n  from: string\n): Promise<EmailSummary> {\n  const client = getClient();\n  if (!client) return emailFallback(snippet);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 200,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Extract structured information from email metadata.\\nReturn ONLY valid JSON matching: { \"summary\": string (2 sentences, German), \"sentiment\": \"positive\"|\"neutral\"|\"negative\"|\"urgent\", \"nextSteps\": string[] }',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Subject: ${subject}\\nFrom: ${from}\\nContent: ${snippet}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return emailFallback(snippet);\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        summary: string;\n        sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n        nextSteps: string[];\n      };\n      return parsed;\n    } catch {\n      return emailFallback(snippet);\n    }\n  } catch {\n    return emailFallback(snippet);\n  }\n}\n\nexport async function recognizeCustomer(\n  transcriptContent: string,\n  candidates: Array<{ slug: string; name: string }>\n): Promise<CustomerMatch> {\n  if (candidates.length === 0) return { slug: null, confidence: \"low\" };\n\n  const client = getClient();\n  if (!client) return { slug: null, confidence: \"low\" };\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 100,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Match a meeting transcript to the most likely customer.\\nReturn ONLY valid JSON: { \"slug\": string|null, \"confidence\": \"high\"|\"medium\"|\"low\" }\\nslug must be one of the provided candidates or null if no match.',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Available customers: ${candidates.map((c) => `${c.slug} (${c.name})`).join(\", \")}\\nTranscript (first 1000 chars): ${transcriptContent.slice(0, 1000)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return { slug: null, confidence: \"low\" };\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        slug: string | null;\n        confidence: \"high\" | \"medium\" | \"low\";\n      };\n      return parsed;\n    } catch {\n      return { slug: null, confidence: \"low\" };\n    }\n  } catch {\n    return { slug: null, confidence: \"low\" };\n  }\n}\n\nexport function resetLlmClient(): void {\n  _client = null;\n}\n\nfunction recordCall(\n  model: string,\n  inputTokens: number,\n  outputTokens: number,\n  ctx?: { slug?: string; tool?: string }\n): void {\n  const dataDir = process.env[\"DXCRM_DATA_DIR\"] ?? process.cwd();\n  void import(\"./usage.js\").then(({ recordUsage }) =>\n    recordUsage(dataDir, {\n      ...(ctx?.slug ? { slug: ctx.slug } : {}),\n      ...(ctx?.tool ? { tool: ctx.tool } : {}),\n      model,\n      inputTokens,\n      outputTokens,\n    })\n  );\n}\n\n/**\n * Local-LLM path (D17): call an OpenAI-compatible endpoint (Ollama/local) via\n * fetch — no extra dependency — so customer data can stay on-machine. Usage is\n * still recorded for cost/observability parity with the Anthropic path.\n */\nasync function callLocalLlm(\n  masked: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const { baseUrl, model } = localLlmConfig();\n  const res = await fetch(`${baseUrl.replace(/\\/$/, \"\")}/chat/completions`, {\n    method: \"POST\",\n    headers: { \"Content-Type\": \"application/json\" },\n    body: JSON.stringify({\n      model,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    }),\n  });\n  if (!res.ok) throw new Error(`Local LLM error ${res.status}`);\n  const data = (await res.json()) as {\n    choices?: Array<{ message?: { content?: string } }>;\n    usage?: { prompt_tokens?: number; completion_tokens?: number };\n  };\n  const text = data.choices?.[0]?.message?.content;\n  if (!text) throw new Error(\"No text response from local LLM\");\n  if (data.usage)\n    recordCall(model, data.usage.prompt_tokens ?? 0, data.usage.completion_tokens ?? 0, ctx);\n  return text;\n}\n\nexport async function callLlm(\n  prompt: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const provider = llmProvider();\n  const client = provider === \"anthropic\" ? getClient() : null;\n  if (provider === \"anthropic\" && !client) throw new Error(\"ANTHROPIC_API_KEY not set\");\n\n  // Opt-in guardrails (neutralize prompt-injection) + PII masking, then restore.\n  const guarded = guardrailsEnabled() ? neutralizeUntrusted(prompt) : prompt;\n  const { masked, unmask } = piiMaskingEnabled()\n    ? maskPii(guarded)\n    : { masked: guarded, unmask: (t: string) => t };\n\n  if (provider !== \"anthropic\") {\n    return llmCircuit.call(async () => unmask(guardLlmResponse(await callLocalLlm(masked, ctx))));\n  }\n\n  return llmCircuit.call(async () => {\n    const response = await client!.messages.create({\n      model: MODEL,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    });\n\n    // Token-cost observability (D3): record usage per customer/tool.\n    const usage = response.usage;\n    if (usage) recordCall(MODEL, usage.input_tokens, usage.output_tokens, ctx);\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") throw new Error(\"No text response from LLM\");\n    return unmask(guardLlmResponse(textBlock.text));\n  });\n}\n\nexport type FieldMapping = Record<string, string | null>;\n\n// Alias table: CRM field name → list of CSV column patterns (lowercased substrings)\nconst FIELD_ALIASES: Record<string, string[]> = {\n  name: [\n    \"company name\",\n    \"company\",\n    \"organization\",\n    \"organisation\",\n    \"account name\",\n    \"name\",\n    \"firma\",\n  ],\n  email: [\"email address\", \"e-mail\", \"email\", \"e-mail address\", \"mail\"],\n  domain: [\"company domain\", \"website\", \"domain\", \"url\", \"web\", \"homepage\"],\n  phone: [\"phone number\", \"phone\", \"tel\", \"telephone\", \"mobile\", \"cell\"],\n  industry: [\"industry\", \"sector\", \"branche\", \"vertical\"],\n  primary_contact: [\"contact name\", \"contact person\", \"contact\", \"ansprechpartner\", \"kontakt\"],\n  timezone: [\"timezone\", \"time zone\", \"tz\"],\n  // Import-specific fields\n  notes: [\n    \"notes\",\n    \"description\",\n    \"body\",\n    \"comment\",\n    \"details\",\n    \"note\",\n    \"inhalt\",\n    \"subject\",\n    \"summary\",\n  ],\n  date: [\"activity date\", \"activity_date\", \"due date\", \"date\", \"created_at\", \"timestamp\", \"time\"],\n  activityType: [\"activity type\", \"activity_type\", \"activitytype\", \"type\", \"category\", \"art\"],\n  sourceId: [\n    \"record id\",\n    \"record_id\",\n    \"source id\",\n    \"source_id\",\n    \"external id\",\n    \"external_id\",\n    \"activity id\",\n  ],\n};\n\nexport function mapCsvFieldsHeuristic(headers: string[], targetFields: string[]): FieldMapping {\n  const result: FieldMapping = {};\n  const usedHeaders = new Set<string>();\n\n  for (const field of targetFields) {\n    const aliases = FIELD_ALIASES[field] ?? [field];\n    let matched: string | null = null;\n\n    for (const header of headers) {\n      if (usedHeaders.has(header)) continue;\n      const lower = header.toLowerCase();\n      if (aliases.some((alias) => lower === alias || lower.includes(alias))) {\n        matched = header;\n        break;\n      }\n    }\n\n    result[field] = matched;\n    if (matched) usedHeaders.add(matched);\n  }\n\n  return result;\n}\n\nconst FIELD_SEMANTICS = `CRM field semantics:\n- name: Company or organization name (required)\n- email: Contact email address\n- domain: Company website or domain (e.g. \"acme.com\")\n- notes: Interaction notes, description, or subject text\n- date: Date of activity/interaction (ISO 8601 or YYYY-MM-DD)\n- activityType: Type of interaction — Call, Email, Meeting, Note\n- sourceId: Unique ID from the source system used for deduplication`;\n\nexport async function mapCsvFields(\n  headers: string[],\n  targetFields: string[]\n): Promise<FieldMapping> {\n  const client = getClient();\n  if (!client) return mapCsvFieldsHeuristic(headers, targetFields);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 300,\n      system: [\n        {\n          type: \"text\",\n          text: `You are a CRM data-import assistant. Map CSV column headers to internal CRM field names.\n\n${FIELD_SEMANTICS}\n\nRules:\n1. Return ONLY valid JSON: { \"<crmField>\": \"<csvColumn>\" | null, ... }\n2. Every requested CRM field must appear as a key in the response.\n3. Use null when no column is a reasonable match.\n4. Each CSV column may only be assigned to one CRM field.\n5. Only use column names that appear exactly in the provided CSV columns list.`,\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `CSV columns: ${JSON.stringify(headers)}\\nMap to CRM fields: ${JSON.stringify(targetFields)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\")\n      return mapCsvFieldsHeuristic(headers, targetFields);\n\n    try {\n      const raw = JSON.parse(\n        textBlock.text\n          .replace(/^```(?:json)?\\n?/, \"\")\n          .replace(/\\n?```$/, \"\")\n          .trim()\n      ) as Record<string, string | null>;\n      const validated: FieldMapping = {};\n      const headerSet = new Set(headers);\n      for (const field of targetFields) {\n        const col = raw[field] ?? null;\n        validated[field] = col !== null && headerSet.has(col) ? col : null;\n      }\n      // Require at least 'name' to be mapped; 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package/dist/{llm-iijeXmgq.cjs → llm-CXycmEl9.cjs}

@@ -1,5 +1,5 @@
 const require_chunk = require("./chunk-DakpK96I.cjs");
-const require_compliance = require("./compliance-B91zNvCR.cjs");
+const require_compliance = require("./compliance-pAj9FcGI.cjs");
 let _anthropic_ai_sdk = require("@anthropic-ai/sdk");
 _anthropic_ai_sdk = require_chunk.__toESM(_anthropic_ai_sdk, 1);
 //#region src/core/resilience.ts
@@ -195,4 +195,4 @@ Object.defineProperty(exports, "summarizeEmail", {
 	}
 });
 
-//# sourceMappingURL=llm-iijeXmgq.cjs.map
+//# sourceMappingURL=llm-CXycmEl9.cjs.map

package/dist/{llm-iijeXmgq.cjs.map → llm-CXycmEl9.cjs.map}

@@ -1 +1 @@
-{"version":3,"file":"llm-iijeXmgq.cjs","names":["Anthropic","localLlmConfig","llmProvider","guardrailsEnabled","neutralizeUntrusted","piiMaskingEnabled","maskPii"],"sources":["../src/core/resilience.ts","../src/core/input-guard.ts","../src/core/llm.ts"],"sourcesContent":["export interface RetryOptions {\n  attempts: number;\n  backoffMs: number;\n  maxBackoffMs?: number;\n  shouldRetry?: (err: Error) => boolean;\n}\n\nexport async function withRetry<T>(fn: () => Promise<T>, opts: RetryOptions): Promise<T> {\n  const { attempts, backoffMs, maxBackoffMs, shouldRetry } = opts;\n  let lastError!: Error;\n\n  for (let attempt = 0; attempt < attempts; attempt++) {\n    try {\n      return await fn();\n    } catch (err) {\n      lastError = err as Error;\n      if (shouldRetry && !shouldRetry(lastError)) throw lastError;\n      if (attempt < attempts - 1) {\n        const delay = maxBackoffMs\n          ? Math.min(backoffMs * 2 ** attempt, maxBackoffMs)\n          : backoffMs * 2 ** attempt;\n        await new Promise((r) => setTimeout(r, delay));\n      }\n    }\n  }\n  throw lastError;\n}\n\nexport type CircuitState = \"closed\" | \"open\" | \"half-open\";\n\nexport interface CircuitBreakerOptions {\n  threshold: number;\n  timeoutMs: number;\n  halfOpenAfter: number;\n}\n\nexport class CircuitBreaker {\n  private failures = 0;\n  private openedAt: number | null = null;\n  private _state: CircuitState = \"closed\";\n\n  constructor(private readonly opts: CircuitBreakerOptions) {}\n\n  get state(): CircuitState {\n    return this._state;\n  }\n\n  async call<T>(fn: () => Promise<T>): Promise<T> {\n    if (this._state === \"open\") {\n      const elapsed = Date.now() - (this.openedAt ?? 0);\n      if (elapsed >= this.opts.halfOpenAfter) {\n        this._state = \"half-open\";\n      } else {\n        throw new Error(\"Circuit open\");\n      }\n    }\n\n    try {\n      const result = await fn();\n      // Success — reset\n      this.failures = 0;\n      this._state = \"closed\";\n      this.openedAt = null;\n      return result;\n    } catch (err) {\n      this.failures++;\n      if (this._state === \"half-open\" || this.failures >= this.opts.threshold) {\n        this._state = \"open\";\n        this.openedAt = Date.now();\n        this.failures = 0;\n      }\n      throw err;\n    }\n  }\n}\n","export interface StringGuardOptions {\n  maxLen?: number;\n  pattern?: RegExp;\n  trim?: boolean;\n}\n\nexport function guardString(val: unknown, field: string, opts: StringGuardOptions = {}): string {\n  if (typeof val !== \"string\") throw new Error(`${field}: expected string, got ${typeof val}`);\n  const trimmed = opts.trim !== false ? val.trim() : val;\n  if (opts.maxLen !== undefined && trimmed.length > opts.maxLen) {\n    throw new Error(`${field}: exceeds max length ${opts.maxLen}`);\n  }\n  if (opts.pattern && !opts.pattern.test(trimmed)) {\n    throw new Error(`${field}: invalid format`);\n  }\n  return trimmed;\n}\n\nexport interface NumberGuardOptions {\n  min?: number;\n  max?: number;\n}\n\nexport function guardNumber(val: unknown, field: string, opts: NumberGuardOptions = {}): number {\n  if (typeof val !== \"number\" || !isFinite(val)) {\n    throw new Error(\n      `${field}: expected number, got ${typeof val === \"number\" ? \"NaN/Infinity\" : typeof val}`\n    );\n  }\n  if (opts.min !== undefined && val < opts.min) {\n    throw new Error(`${field}: must be >= ${opts.min}`);\n  }\n  if (opts.max !== undefined && val > opts.max) {\n    throw new Error(`${field}: must be <= ${opts.max}`);\n  }\n  return val;\n}\n\nexport function guardPositiveInt(val: unknown, field: string): number {\n  const n = guardNumber(val, field);\n  if (!Number.isInteger(n)) throw new Error(`${field}: must be integer`);\n  if (n < 1) throw new Error(`${field}: must be >= 1`);\n  return n;\n}\n\nexport function guardIsoDate(val: unknown, field: string): string {\n  if (typeof val !== \"string\" || !val) throw new Error(`${field}: invalid date`);\n  const d = new Date(val);\n  if (isNaN(d.getTime())) throw new Error(`${field}: invalid date`);\n  // Reject clearly invalid month/day combinations (e.g., 2026-13-01)\n  if (/^\\d{4}-\\d{2}-\\d{2}/.test(val)) {\n    const [year, month, day] = val.slice(0, 10).split(\"-\").map(Number) as [number, number, number];\n    if (month < 1 || month > 12 || day < 1 || day > 31) {\n      throw new Error(`${field}: invalid date`);\n    }\n    // Cross-check with Date parsing\n    const reparse = new Date(\n      `${year}-${String(month).padStart(2, \"0\")}-${String(day).padStart(2, \"0\")}`\n    );\n    if (isNaN(reparse.getTime()) || reparse.getMonth() + 1 !== month) {\n      throw new Error(`${field}: invalid date`);\n    }\n  }\n  return val;\n}\n\nconst DEFAULT_LLM_MAX_BYTES = 512 * 1024; // 512 KB\n\nexport function guardLlmResponse(\n  response: unknown,\n  maxBytes: number = DEFAULT_LLM_MAX_BYTES\n): string {\n  if (typeof response !== \"string\") {\n    throw new Error(\"LLM response: expected string\");\n  }\n  const byteLen = Buffer.byteLength(response, \"utf-8\");\n  if (byteLen > maxBytes) {\n    throw new Error(`LLM response exceeds ${maxBytes} bytes (got ${byteLen})`);\n  }\n  return response;\n}\n","import Anthropic from \"@anthropic-ai/sdk\";\nimport { CircuitBreaker } from \"./resilience.js\";\nimport { guardLlmResponse } from \"./input-guard.js\";\nimport { maskPii, piiMaskingEnabled } from \"./pii.js\";\nimport { neutralizeUntrusted, guardrailsEnabled } from \"./guardrails.js\";\nimport { llmProvider, localLlmConfig } from \"./compliance.js\";\n\nconst MODEL = \"claude-haiku-4-5-20251001\";\n\nlet _client: Anthropic | null = null;\nlet llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n\nexport function resetLlmCircuit(): void {\n  llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n}\n\nfunction getClient(): Anthropic | null {\n  if (!process.env[\"ANTHROPIC_API_KEY\"]) return null;\n  if (!_client) _client = new Anthropic();\n  return _client;\n}\n\nexport interface EmailSummary {\n  summary: string;\n  sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n  nextSteps: string[];\n}\n\nexport interface CustomerMatch {\n  slug: string | null;\n  confidence: \"high\" | \"medium\" | \"low\";\n}\n\nfunction emailFallback(snippet: string): EmailSummary {\n  return {\n    summary: snippet.slice(0, 300),\n    sentiment: \"neutral\",\n    nextSteps: [],\n  };\n}\n\nexport async function summarizeEmail(\n  subject: string,\n  snippet: string,\n  from: string\n): Promise<EmailSummary> {\n  const client = getClient();\n  if (!client) return emailFallback(snippet);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 200,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Extract structured information from email metadata.\\nReturn ONLY valid JSON matching: { \"summary\": string (2 sentences, German), \"sentiment\": \"positive\"|\"neutral\"|\"negative\"|\"urgent\", \"nextSteps\": string[] }',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Subject: ${subject}\\nFrom: ${from}\\nContent: ${snippet}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return emailFallback(snippet);\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        summary: string;\n        sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n        nextSteps: string[];\n      };\n      return parsed;\n    } catch {\n      return emailFallback(snippet);\n    }\n  } catch {\n    return emailFallback(snippet);\n  }\n}\n\nexport async function recognizeCustomer(\n  transcriptContent: string,\n  candidates: Array<{ slug: string; name: string }>\n): Promise<CustomerMatch> {\n  if (candidates.length === 0) return { slug: null, confidence: \"low\" };\n\n  const client = getClient();\n  if (!client) return { slug: null, confidence: \"low\" };\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 100,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Match a meeting transcript to the most likely customer.\\nReturn ONLY valid JSON: { \"slug\": string|null, \"confidence\": \"high\"|\"medium\"|\"low\" }\\nslug must be one of the provided candidates or null if no match.',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Available customers: ${candidates.map((c) => `${c.slug} (${c.name})`).join(\", \")}\\nTranscript (first 1000 chars): ${transcriptContent.slice(0, 1000)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return { slug: null, confidence: \"low\" };\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        slug: string | null;\n        confidence: \"high\" | \"medium\" | \"low\";\n      };\n      return parsed;\n    } catch {\n      return { slug: null, confidence: \"low\" };\n    }\n  } catch {\n    return { slug: null, confidence: \"low\" };\n  }\n}\n\nexport function resetLlmClient(): void {\n  _client = null;\n}\n\nfunction recordCall(\n  model: string,\n  inputTokens: number,\n  outputTokens: number,\n  ctx?: { slug?: string; tool?: string }\n): void {\n  const dataDir = process.env[\"DXCRM_DATA_DIR\"] ?? process.cwd();\n  void import(\"./usage.js\").then(({ recordUsage }) =>\n    recordUsage(dataDir, {\n      ...(ctx?.slug ? { slug: ctx.slug } : {}),\n      ...(ctx?.tool ? { tool: ctx.tool } : {}),\n      model,\n      inputTokens,\n      outputTokens,\n    })\n  );\n}\n\n/**\n * Local-LLM path (D17): call an OpenAI-compatible endpoint (Ollama/local) via\n * fetch — no extra dependency — so customer data can stay on-machine. Usage is\n * still recorded for cost/observability parity with the Anthropic path.\n */\nasync function callLocalLlm(\n  masked: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const { baseUrl, model } = localLlmConfig();\n  const res = await fetch(`${baseUrl.replace(/\\/$/, \"\")}/chat/completions`, {\n    method: \"POST\",\n    headers: { \"Content-Type\": \"application/json\" },\n    body: JSON.stringify({\n      model,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    }),\n  });\n  if (!res.ok) throw new Error(`Local LLM error ${res.status}`);\n  const data = (await res.json()) as {\n    choices?: Array<{ message?: { content?: string } }>;\n    usage?: { prompt_tokens?: number; completion_tokens?: number };\n  };\n  const text = data.choices?.[0]?.message?.content;\n  if (!text) throw new Error(\"No text response from local LLM\");\n  if (data.usage)\n    recordCall(model, data.usage.prompt_tokens ?? 0, data.usage.completion_tokens ?? 0, ctx);\n  return text;\n}\n\nexport async function callLlm(\n  prompt: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const provider = llmProvider();\n  const client = provider === \"anthropic\" ? getClient() : null;\n  if (provider === \"anthropic\" && !client) throw new Error(\"ANTHROPIC_API_KEY not set\");\n\n  // Opt-in guardrails (neutralize prompt-injection) + PII masking, then restore.\n  const guarded = guardrailsEnabled() ? neutralizeUntrusted(prompt) : prompt;\n  const { masked, unmask } = piiMaskingEnabled()\n    ? maskPii(guarded)\n    : { masked: guarded, unmask: (t: string) => t };\n\n  if (provider !== \"anthropic\") {\n    return llmCircuit.call(async () => unmask(guardLlmResponse(await callLocalLlm(masked, ctx))));\n  }\n\n  return llmCircuit.call(async () => {\n    const response = await client!.messages.create({\n      model: MODEL,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    });\n\n    // Token-cost observability (D3): record usage per customer/tool.\n    const usage = response.usage;\n    if (usage) recordCall(MODEL, usage.input_tokens, usage.output_tokens, ctx);\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") throw new Error(\"No text response from LLM\");\n    return unmask(guardLlmResponse(textBlock.text));\n  });\n}\n\nexport type FieldMapping = Record<string, string | null>;\n\n// Alias table: CRM field name → list of CSV column patterns (lowercased substrings)\nconst FIELD_ALIASES: Record<string, string[]> = {\n  name: [\n    \"company name\",\n    \"company\",\n    \"organization\",\n    \"organisation\",\n    \"account name\",\n    \"name\",\n    \"firma\",\n  ],\n  email: [\"email address\", \"e-mail\", \"email\", \"e-mail address\", \"mail\"],\n  domain: [\"company domain\", \"website\", \"domain\", \"url\", \"web\", \"homepage\"],\n  phone: [\"phone number\", \"phone\", \"tel\", \"telephone\", \"mobile\", \"cell\"],\n  industry: [\"industry\", \"sector\", \"branche\", \"vertical\"],\n  primary_contact: [\"contact name\", \"contact person\", \"contact\", \"ansprechpartner\", \"kontakt\"],\n  timezone: [\"timezone\", \"time zone\", \"tz\"],\n  // Import-specific fields\n  notes: [\n    \"notes\",\n    \"description\",\n    \"body\",\n    \"comment\",\n    \"details\",\n    \"note\",\n    \"inhalt\",\n    \"subject\",\n    \"summary\",\n  ],\n  date: [\"activity date\", \"activity_date\", \"due date\", \"date\", \"created_at\", \"timestamp\", \"time\"],\n  activityType: [\"activity type\", \"activity_type\", \"activitytype\", \"type\", \"category\", \"art\"],\n  sourceId: [\n    \"record id\",\n    \"record_id\",\n    \"source id\",\n    \"source_id\",\n    \"external id\",\n    \"external_id\",\n    \"activity id\",\n  ],\n};\n\nexport function mapCsvFieldsHeuristic(headers: string[], targetFields: string[]): FieldMapping {\n  const result: FieldMapping = {};\n  const usedHeaders = new Set<string>();\n\n  for (const field of targetFields) {\n    const aliases = FIELD_ALIASES[field] ?? [field];\n    let matched: string | null = null;\n\n    for (const header of headers) {\n      if (usedHeaders.has(header)) continue;\n      const lower = header.toLowerCase();\n      if (aliases.some((alias) => lower === alias || lower.includes(alias))) {\n        matched = header;\n        break;\n      }\n    }\n\n    result[field] = matched;\n    if (matched) usedHeaders.add(matched);\n  }\n\n  return result;\n}\n\nconst FIELD_SEMANTICS = `CRM field semantics:\n- name: Company or organization name (required)\n- email: Contact email address\n- domain: Company website or domain (e.g. \"acme.com\")\n- notes: Interaction notes, description, or subject text\n- date: Date of activity/interaction (ISO 8601 or YYYY-MM-DD)\n- activityType: Type of interaction — Call, Email, Meeting, Note\n- sourceId: Unique ID from the source system used for deduplication`;\n\nexport async function mapCsvFields(\n  headers: string[],\n  targetFields: string[]\n): Promise<FieldMapping> {\n  const client = getClient();\n  if (!client) return mapCsvFieldsHeuristic(headers, targetFields);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 300,\n      system: [\n        {\n          type: \"text\",\n          text: `You are a CRM data-import assistant. Map CSV column headers to internal CRM field names.\n\n${FIELD_SEMANTICS}\n\nRules:\n1. Return ONLY valid JSON: { \"<crmField>\": \"<csvColumn>\" | null, ... }\n2. Every requested CRM field must appear as a key in the response.\n3. Use null when no column is a reasonable match.\n4. Each CSV column may only be assigned to one CRM field.\n5. Only use column names that appear exactly in the provided CSV columns list.`,\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `CSV columns: ${JSON.stringify(headers)}\\nMap to CRM fields: ${JSON.stringify(targetFields)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\")\n      return mapCsvFieldsHeuristic(headers, targetFields);\n\n    try {\n      const raw = JSON.parse(\n        textBlock.text\n          .replace(/^```(?:json)?\\n?/, \"\")\n          .replace(/\\n?```$/, \"\")\n          .trim()\n      ) as Record<string, string | null>;\n      const validated: FieldMapping = {};\n      const headerSet = new Set(headers);\n      for (const field of targetFields) {\n        const col = raw[field] ?? null;\n        validated[field] = col !== null && headerSet.has(col) ? col : null;\n      }\n      // Require at least 'name' to be mapped; 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+{"version":3,"file":"llm-CXycmEl9.cjs","names":["Anthropic","localLlmConfig","llmProvider","guardrailsEnabled","neutralizeUntrusted","piiMaskingEnabled","maskPii"],"sources":["../src/core/resilience.ts","../src/core/input-guard.ts","../src/core/llm.ts"],"sourcesContent":["export interface RetryOptions {\n  attempts: number;\n  backoffMs: number;\n  maxBackoffMs?: number;\n  shouldRetry?: (err: Error) => boolean;\n}\n\nexport async function withRetry<T>(fn: () => Promise<T>, opts: RetryOptions): Promise<T> {\n  const { attempts, backoffMs, maxBackoffMs, shouldRetry } = opts;\n  let lastError!: Error;\n\n  for (let attempt = 0; attempt < attempts; attempt++) {\n    try {\n      return await fn();\n    } catch (err) {\n      lastError = err as Error;\n      if (shouldRetry && !shouldRetry(lastError)) throw lastError;\n      if (attempt < attempts - 1) {\n        const delay = maxBackoffMs\n          ? Math.min(backoffMs * 2 ** attempt, maxBackoffMs)\n          : backoffMs * 2 ** attempt;\n        await new Promise((r) => setTimeout(r, delay));\n      }\n    }\n  }\n  throw lastError;\n}\n\nexport type CircuitState = \"closed\" | \"open\" | \"half-open\";\n\nexport interface CircuitBreakerOptions {\n  threshold: number;\n  timeoutMs: number;\n  halfOpenAfter: number;\n}\n\nexport class CircuitBreaker {\n  private failures = 0;\n  private openedAt: number | null = null;\n  private _state: CircuitState = \"closed\";\n\n  constructor(private readonly opts: CircuitBreakerOptions) {}\n\n  get state(): CircuitState {\n    return this._state;\n  }\n\n  async call<T>(fn: () => Promise<T>): Promise<T> {\n    if (this._state === \"open\") {\n      const elapsed = Date.now() - (this.openedAt ?? 0);\n      if (elapsed >= this.opts.halfOpenAfter) {\n        this._state = \"half-open\";\n      } else {\n        throw new Error(\"Circuit open\");\n      }\n    }\n\n    try {\n      const result = await fn();\n      // Success — reset\n      this.failures = 0;\n      this._state = \"closed\";\n      this.openedAt = null;\n      return result;\n    } catch (err) {\n      this.failures++;\n      if (this._state === \"half-open\" || this.failures >= this.opts.threshold) {\n        this._state = \"open\";\n        this.openedAt = Date.now();\n        this.failures = 0;\n      }\n      throw err;\n    }\n  }\n}\n","export interface StringGuardOptions {\n  maxLen?: number;\n  pattern?: RegExp;\n  trim?: boolean;\n}\n\nexport function guardString(val: unknown, field: string, opts: StringGuardOptions = {}): string {\n  if (typeof val !== \"string\") throw new Error(`${field}: expected string, got ${typeof val}`);\n  const trimmed = opts.trim !== false ? val.trim() : val;\n  if (opts.maxLen !== undefined && trimmed.length > opts.maxLen) {\n    throw new Error(`${field}: exceeds max length ${opts.maxLen}`);\n  }\n  if (opts.pattern && !opts.pattern.test(trimmed)) {\n    throw new Error(`${field}: invalid format`);\n  }\n  return trimmed;\n}\n\nexport interface NumberGuardOptions {\n  min?: number;\n  max?: number;\n}\n\nexport function guardNumber(val: unknown, field: string, opts: NumberGuardOptions = {}): number {\n  if (typeof val !== \"number\" || !isFinite(val)) {\n    throw new Error(\n      `${field}: expected number, got ${typeof val === \"number\" ? \"NaN/Infinity\" : typeof val}`\n    );\n  }\n  if (opts.min !== undefined && val < opts.min) {\n    throw new Error(`${field}: must be >= ${opts.min}`);\n  }\n  if (opts.max !== undefined && val > opts.max) {\n    throw new Error(`${field}: must be <= ${opts.max}`);\n  }\n  return val;\n}\n\nexport function guardPositiveInt(val: unknown, field: string): number {\n  const n = guardNumber(val, field);\n  if (!Number.isInteger(n)) throw new Error(`${field}: must be integer`);\n  if (n < 1) throw new Error(`${field}: must be >= 1`);\n  return n;\n}\n\nexport function guardIsoDate(val: unknown, field: string): string {\n  if (typeof val !== \"string\" || !val) throw new Error(`${field}: invalid date`);\n  const d = new Date(val);\n  if (isNaN(d.getTime())) throw new Error(`${field}: invalid date`);\n  // Reject clearly invalid month/day combinations (e.g., 2026-13-01)\n  if (/^\\d{4}-\\d{2}-\\d{2}/.test(val)) {\n    const [year, month, day] = val.slice(0, 10).split(\"-\").map(Number) as [number, number, number];\n    if (month < 1 || month > 12 || day < 1 || day > 31) {\n      throw new Error(`${field}: invalid date`);\n    }\n    // Cross-check with Date parsing\n    const reparse = new Date(\n      `${year}-${String(month).padStart(2, \"0\")}-${String(day).padStart(2, \"0\")}`\n    );\n    if (isNaN(reparse.getTime()) || reparse.getMonth() + 1 !== month) {\n      throw new Error(`${field}: invalid date`);\n    }\n  }\n  return val;\n}\n\nconst DEFAULT_LLM_MAX_BYTES = 512 * 1024; // 512 KB\n\nexport function guardLlmResponse(\n  response: unknown,\n  maxBytes: number = DEFAULT_LLM_MAX_BYTES\n): string {\n  if (typeof response !== \"string\") {\n    throw new Error(\"LLM response: expected string\");\n  }\n  const byteLen = Buffer.byteLength(response, \"utf-8\");\n  if (byteLen > maxBytes) {\n    throw new Error(`LLM response exceeds ${maxBytes} bytes (got ${byteLen})`);\n  }\n  return response;\n}\n","import Anthropic from \"@anthropic-ai/sdk\";\nimport { CircuitBreaker } from \"./resilience.js\";\nimport { guardLlmResponse } from \"./input-guard.js\";\nimport { maskPii, piiMaskingEnabled } from \"./pii.js\";\nimport { neutralizeUntrusted, guardrailsEnabled } from \"./guardrails.js\";\nimport { llmProvider, localLlmConfig } from \"./compliance.js\";\n\nconst MODEL = \"claude-haiku-4-5-20251001\";\n\nlet _client: Anthropic | null = null;\nlet llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n\nexport function resetLlmCircuit(): void {\n  llmCircuit = new CircuitBreaker({ threshold: 3, timeoutMs: 30_000, halfOpenAfter: 30_000 });\n}\n\nfunction getClient(): Anthropic | null {\n  if (!process.env[\"ANTHROPIC_API_KEY\"]) return null;\n  if (!_client) _client = new Anthropic();\n  return _client;\n}\n\nexport interface EmailSummary {\n  summary: string;\n  sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n  nextSteps: string[];\n}\n\nexport interface CustomerMatch {\n  slug: string | null;\n  confidence: \"high\" | \"medium\" | \"low\";\n}\n\nfunction emailFallback(snippet: string): EmailSummary {\n  return {\n    summary: snippet.slice(0, 300),\n    sentiment: \"neutral\",\n    nextSteps: [],\n  };\n}\n\nexport async function summarizeEmail(\n  subject: string,\n  snippet: string,\n  from: string\n): Promise<EmailSummary> {\n  const client = getClient();\n  if (!client) return emailFallback(snippet);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 200,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Extract structured information from email metadata.\\nReturn ONLY valid JSON matching: { \"summary\": string (2 sentences, German), \"sentiment\": \"positive\"|\"neutral\"|\"negative\"|\"urgent\", \"nextSteps\": string[] }',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Subject: ${subject}\\nFrom: ${from}\\nContent: ${snippet}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return emailFallback(snippet);\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        summary: string;\n        sentiment: \"positive\" | \"neutral\" | \"negative\" | \"urgent\";\n        nextSteps: string[];\n      };\n      return parsed;\n    } catch {\n      return emailFallback(snippet);\n    }\n  } catch {\n    return emailFallback(snippet);\n  }\n}\n\nexport async function recognizeCustomer(\n  transcriptContent: string,\n  candidates: Array<{ slug: string; name: string }>\n): Promise<CustomerMatch> {\n  if (candidates.length === 0) return { slug: null, confidence: \"low\" };\n\n  const client = getClient();\n  if (!client) return { slug: null, confidence: \"low\" };\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 100,\n      system: [\n        {\n          type: \"text\",\n          text: 'You are a CRM assistant. Match a meeting transcript to the most likely customer.\\nReturn ONLY valid JSON: { \"slug\": string|null, \"confidence\": \"high\"|\"medium\"|\"low\" }\\nslug must be one of the provided candidates or null if no match.',\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `Available customers: ${candidates.map((c) => `${c.slug} (${c.name})`).join(\", \")}\\nTranscript (first 1000 chars): ${transcriptContent.slice(0, 1000)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") return { slug: null, confidence: \"low\" };\n\n    try {\n      const parsed = JSON.parse(textBlock.text) as {\n        slug: string | null;\n        confidence: \"high\" | \"medium\" | \"low\";\n      };\n      return parsed;\n    } catch {\n      return { slug: null, confidence: \"low\" };\n    }\n  } catch {\n    return { slug: null, confidence: \"low\" };\n  }\n}\n\nexport function resetLlmClient(): void {\n  _client = null;\n}\n\nfunction recordCall(\n  model: string,\n  inputTokens: number,\n  outputTokens: number,\n  ctx?: { slug?: string; tool?: string }\n): void {\n  const dataDir = process.env[\"DXCRM_DATA_DIR\"] ?? process.cwd();\n  void import(\"./usage.js\").then(({ recordUsage }) =>\n    recordUsage(dataDir, {\n      ...(ctx?.slug ? { slug: ctx.slug } : {}),\n      ...(ctx?.tool ? { tool: ctx.tool } : {}),\n      model,\n      inputTokens,\n      outputTokens,\n    })\n  );\n}\n\n/**\n * Local-LLM path (D17): call an OpenAI-compatible endpoint (Ollama/local) via\n * fetch — no extra dependency — so customer data can stay on-machine. Usage is\n * still recorded for cost/observability parity with the Anthropic path.\n */\nasync function callLocalLlm(\n  masked: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const { baseUrl, model } = localLlmConfig();\n  const res = await fetch(`${baseUrl.replace(/\\/$/, \"\")}/chat/completions`, {\n    method: \"POST\",\n    headers: { \"Content-Type\": \"application/json\" },\n    body: JSON.stringify({\n      model,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    }),\n  });\n  if (!res.ok) throw new Error(`Local LLM error ${res.status}`);\n  const data = (await res.json()) as {\n    choices?: Array<{ message?: { content?: string } }>;\n    usage?: { prompt_tokens?: number; completion_tokens?: number };\n  };\n  const text = data.choices?.[0]?.message?.content;\n  if (!text) throw new Error(\"No text response from local LLM\");\n  if (data.usage)\n    recordCall(model, data.usage.prompt_tokens ?? 0, data.usage.completion_tokens ?? 0, ctx);\n  return text;\n}\n\nexport async function callLlm(\n  prompt: string,\n  ctx?: { slug?: string; tool?: string }\n): Promise<string> {\n  const provider = llmProvider();\n  const client = provider === \"anthropic\" ? getClient() : null;\n  if (provider === \"anthropic\" && !client) throw new Error(\"ANTHROPIC_API_KEY not set\");\n\n  // Opt-in guardrails (neutralize prompt-injection) + PII masking, then restore.\n  const guarded = guardrailsEnabled() ? neutralizeUntrusted(prompt) : prompt;\n  const { masked, unmask } = piiMaskingEnabled()\n    ? maskPii(guarded)\n    : { masked: guarded, unmask: (t: string) => t };\n\n  if (provider !== \"anthropic\") {\n    return llmCircuit.call(async () => unmask(guardLlmResponse(await callLocalLlm(masked, ctx))));\n  }\n\n  return llmCircuit.call(async () => {\n    const response = await client!.messages.create({\n      model: MODEL,\n      max_tokens: 500,\n      messages: [{ role: \"user\", content: masked }],\n    });\n\n    // Token-cost observability (D3): record usage per customer/tool.\n    const usage = response.usage;\n    if (usage) recordCall(MODEL, usage.input_tokens, usage.output_tokens, ctx);\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\") throw new Error(\"No text response from LLM\");\n    return unmask(guardLlmResponse(textBlock.text));\n  });\n}\n\nexport type FieldMapping = Record<string, string | null>;\n\n// Alias table: CRM field name → list of CSV column patterns (lowercased substrings)\nconst FIELD_ALIASES: Record<string, string[]> = {\n  name: [\n    \"company name\",\n    \"company\",\n    \"organization\",\n    \"organisation\",\n    \"account name\",\n    \"name\",\n    \"firma\",\n  ],\n  email: [\"email address\", \"e-mail\", \"email\", \"e-mail address\", \"mail\"],\n  domain: [\"company domain\", \"website\", \"domain\", \"url\", \"web\", \"homepage\"],\n  phone: [\"phone number\", \"phone\", \"tel\", \"telephone\", \"mobile\", \"cell\"],\n  industry: [\"industry\", \"sector\", \"branche\", \"vertical\"],\n  primary_contact: [\"contact name\", \"contact person\", \"contact\", \"ansprechpartner\", \"kontakt\"],\n  timezone: [\"timezone\", \"time zone\", \"tz\"],\n  // Import-specific fields\n  notes: [\n    \"notes\",\n    \"description\",\n    \"body\",\n    \"comment\",\n    \"details\",\n    \"note\",\n    \"inhalt\",\n    \"subject\",\n    \"summary\",\n  ],\n  date: [\"activity date\", \"activity_date\", \"due date\", \"date\", \"created_at\", \"timestamp\", \"time\"],\n  activityType: [\"activity type\", \"activity_type\", \"activitytype\", \"type\", \"category\", \"art\"],\n  sourceId: [\n    \"record id\",\n    \"record_id\",\n    \"source id\",\n    \"source_id\",\n    \"external id\",\n    \"external_id\",\n    \"activity id\",\n  ],\n};\n\nexport function mapCsvFieldsHeuristic(headers: string[], targetFields: string[]): FieldMapping {\n  const result: FieldMapping = {};\n  const usedHeaders = new Set<string>();\n\n  for (const field of targetFields) {\n    const aliases = FIELD_ALIASES[field] ?? [field];\n    let matched: string | null = null;\n\n    for (const header of headers) {\n      if (usedHeaders.has(header)) continue;\n      const lower = header.toLowerCase();\n      if (aliases.some((alias) => lower === alias || lower.includes(alias))) {\n        matched = header;\n        break;\n      }\n    }\n\n    result[field] = matched;\n    if (matched) usedHeaders.add(matched);\n  }\n\n  return result;\n}\n\nconst FIELD_SEMANTICS = `CRM field semantics:\n- name: Company or organization name (required)\n- email: Contact email address\n- domain: Company website or domain (e.g. \"acme.com\")\n- notes: Interaction notes, description, or subject text\n- date: Date of activity/interaction (ISO 8601 or YYYY-MM-DD)\n- activityType: Type of interaction — Call, Email, Meeting, Note\n- sourceId: Unique ID from the source system used for deduplication`;\n\nexport async function mapCsvFields(\n  headers: string[],\n  targetFields: string[]\n): Promise<FieldMapping> {\n  const client = getClient();\n  if (!client) return mapCsvFieldsHeuristic(headers, targetFields);\n\n  try {\n    const response = await client.messages.create({\n      model: MODEL,\n      max_tokens: 300,\n      system: [\n        {\n          type: \"text\",\n          text: `You are a CRM data-import assistant. Map CSV column headers to internal CRM field names.\n\n${FIELD_SEMANTICS}\n\nRules:\n1. Return ONLY valid JSON: { \"<crmField>\": \"<csvColumn>\" | null, ... }\n2. Every requested CRM field must appear as a key in the response.\n3. Use null when no column is a reasonable match.\n4. Each CSV column may only be assigned to one CRM field.\n5. Only use column names that appear exactly in the provided CSV columns list.`,\n          cache_control: { type: \"ephemeral\" },\n        },\n      ],\n      messages: [\n        {\n          role: \"user\",\n          content: `CSV columns: ${JSON.stringify(headers)}\\nMap to CRM fields: ${JSON.stringify(targetFields)}`,\n        },\n      ],\n    });\n\n    const textBlock = response.content.find((b) => b.type === \"text\");\n    if (!textBlock || textBlock.type !== \"text\")\n      return mapCsvFieldsHeuristic(headers, targetFields);\n\n    try {\n      const raw = JSON.parse(\n        textBlock.text\n          .replace(/^```(?:json)?\\n?/, \"\")\n          .replace(/\\n?```$/, \"\")\n          .trim()\n      ) as Record<string, string | null>;\n      const validated: FieldMapping = {};\n      const headerSet = new Set(headers);\n      for (const field of targetFields) {\n        const col = raw[field] ?? null;\n        validated[field] = col !== null && headerSet.has(col) ? col : null;\n      }\n      // Require at least 'name' to be mapped; 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package/dist/{llm-DEjWcqmW.js → llm-DSX1-wFu.js}

@@ -1,2 +1,2 @@
-import { a as summarizeEmail, i as recognizeCustomer, n as mapCsvFields, t as callLlm } from "./llm-DvzZqva0.js";
+import { a as summarizeEmail, i as recognizeCustomer, n as mapCsvFields, t as callLlm } from "./llm-PZzgPphl.js";
 export { callLlm, mapCsvFields, recognizeCustomer, summarizeEmail };