@datasynx/agentic-crm 0.1.0 → 1.1.0

package/dist/import-hubspot-CTId9IGV.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"import-hubspot-CTId9IGV.js","names":[],"sources":["../src/core/csv-stream.ts","../src/fs/contacts-writer.ts","../src/commands/import-hubspot.ts"],"sourcesContent":["import fs from \"fs\";\nimport readline from \"readline\";\n\nexport interface CsvStreamOptions {\n  delimiter?: string;\n}\n\nfunction parseCSVLine(line: string, delimiter = \",\"): string[] {\n  const result: string[] = [];\n  let current = \"\";\n  let inQuotes = false;\n  for (let i = 0; i < line.length; i++) {\n    const ch = line[i]!;\n    if (ch === '\"') {\n      if (inQuotes && line[i + 1] === '\"') {\n        current += '\"';\n        i++;\n      } else {\n        inQuotes = !inQuotes;\n      }\n    } else if (ch === delimiter && !inQuotes) {\n      result.push(current.trim());\n      current = \"\";\n    } else {\n      current += ch;\n    }\n  }\n  result.push(current.trim());\n  return result;\n}\n\n/** Streaming line-by-line CSV parser — O(1) memory for arbitrarily large files. */\nexport async function* streamCSV(\n  filePath: string,\n  opts: CsvStreamOptions = {}\n): AsyncGenerator<Record<string, string>> {\n  const delimiter = opts.delimiter ?? \",\";\n  const stream = fs.createReadStream(filePath, { encoding: \"utf-8\" });\n  const rl = readline.createInterface({ input: stream, crlfDelay: Infinity });\n\n  let headers: string[] | null = null;\n\n  for await (const line of rl) {\n    const trimmed = line.trim();\n    if (!trimmed) continue;\n    const values = parseCSVLine(trimmed, delimiter);\n    if (!headers) {\n      headers = values.map((h) => h.replace(/^\"|\"$/g, \"\").trim());\n      continue;\n    }\n    const row: Record<string, string> = {};\n    headers.forEach((h, i) => {\n      row[h] = values[i] ?? \"\";\n    });\n    yield row;\n  }\n}\n\n/** Synchronous full-load parser — for small files (<10MB). */\nexport function parseCSVSync(content: string, delimiter = \",\"): Array<Record<string, string>> {\n  const lines = content.trim().split(\"\\n\");\n  if (lines.length < 2) return [];\n  const headers = (lines[0] ?? \"\").split(delimiter).map((h) => h.trim().replace(/^\"|\"$/g, \"\"));\n  return lines.slice(1).map((line) => {\n    const values = parseCSVLine(line, delimiter);\n    const row: Record<string, string> = {};\n    headers.forEach((h, i) => {\n      row[h] = values[i] ?? \"\";\n    });\n    return row;\n  });\n}\n","import path from \"path\";\nimport { z } from \"zod\";\nimport { readJsonFile, writeJsonFile } from \"./json-store.js\";\nimport { assertSafeSlug } from \"./customer-dir.js\";\n\nexport const CustomerContactSchema = z.object({\n  email: z.string().email(),\n  name: z.string().min(1),\n  title: z.string().optional(),\n  phone: z.string().optional(),\n  department: z.string().optional(),\n  linkedinUrl: z.string().url().optional(),\n  isPrimary: z.boolean().default(false),\n  hubspotId: z.string().optional(),\n  hubspotOwnerId: z.string().optional(),\n  createdAt: z.string().optional(),\n});\n\nexport type CustomerContact = z.infer<typeof CustomerContactSchema>;\n\nfunction contactsPath(dataDir: string, slug: string): string {\n  return path.join(dataDir, \"customers\", slug, \"contacts.json\");\n}\n\nexport function listContacts(dataDir: string, slug: string): CustomerContact[] {\n  const raw = readJsonFile<unknown>(contactsPath(dataDir, slug), []);\n  if (!Array.isArray(raw)) return [];\n  return raw.flatMap((item) => {\n    const r = CustomerContactSchema.safeParse(item);\n    return r.success ? [r.data] : [];\n  });\n}\n\nexport function upsertContact(dataDir: string, slug: string, contact: CustomerContact): void {\n  assertSafeSlug(slug);\n  const contacts = listContacts(dataDir, slug);\n  const idx = contacts.findIndex((c) => c.email.toLowerCase() === contact.email.toLowerCase());\n  if (idx >= 0) {\n    contacts[idx] = { ...contacts[idx], ...contact };\n  } else {\n    contacts.push(contact);\n  }\n  // Ensure only one primary\n  if (contact.isPrimary) {\n    for (const c of contacts) {\n      if (c.email.toLowerCase() !== contact.email.toLowerCase()) {\n        c.isPrimary = false;\n      }\n    }\n  }\n  writeJsonFile(contactsPath(dataDir, slug), contacts);\n}\n\nexport function getPrimaryContact(dataDir: string, slug: string): CustomerContact | null {\n  const contacts = listContacts(dataDir, slug);\n  return contacts.find((c) => c.isPrimary) ?? contacts[0] ?? null;\n}\n","import fs from \"fs\";\nimport path from \"path\";\nimport { createHash } from \"crypto\";\nimport { streamCSV } from \"../core/csv-stream.js\";\nimport { escapeRegExp } from \"../core/regex.js\";\nimport { writeFileAtomic } from \"../fs/atomic-write.js\";\nimport { writeJsonFile } from \"../fs/json-store.js\";\nimport { upsertContact } from \"../fs/contacts-writer.js\";\nimport type { PipelineDeal } from \"../schemas/pipeline.js\";\nimport type { InteractionEntry } from \"../schemas/interaction.js\";\n\nexport interface HubSpotImportResult {\n  companiesProcessed: number;\n  contactsImported: number;\n  dealsImported: number;\n  engagementsImported: number;\n  errors: string[];\n  customPropertiesSaved: number;\n  ownersResolved: number;\n}\n\nexport interface HubSpotImportOptions {\n  dryRun?: boolean;\n  ownerMap?: Record<string, string>; // hubspot email → dxcrm actor\n  resume?: boolean;\n  analyzeOnly?: boolean;\n}\n\nexport interface HubSpotAnalysis {\n  companiesFound: number;\n  contactsFound: number;\n  dealsFound: number;\n  engagementsFound: number;\n  customPropertiesDetected: string[];\n  ownersDetected: string[];\n  unknownStages: string[];\n  unmappedContacts: number;\n  estimatedMinutes: number;\n}\n\n// ─── Stage + Type maps ────────────────────────────────────────────────────────\n\nconst STAGE_MAP: Record<string, PipelineDeal[\"stage\"]> = {\n  appointmentscheduled: \"qualified\",\n  qualifiedtobuy: \"qualified\",\n  presentationscheduled: \"proposal\",\n  decisionmakerboughtin: \"negotiation\",\n  contractsent: \"negotiation\",\n  closedwon: \"won\",\n  closedlost: \"lost\",\n  // Additional HubSpot stages\n  prospecting: \"lead\",\n  qualification: \"qualified\",\n  proposal: \"proposal\",\n  negotiation: \"negotiation\",\n  closedwon2: \"won\",\n  closedlost2: \"lost\",\n};\n\nconst TYPE_MAP: Record<string, InteractionEntry[\"type\"]> = {\n  NOTE: \"Note\",\n  CALL: \"Call\",\n  EMAIL: \"Email\",\n  MEETING: \"Meeting\",\n  TASK: \"Note\",\n  LINKEDIN_MESSAGE: \"Email\",\n  WHATSAPP_MESSAGE: \"Email\",\n  POSTAL_MAIL: \"Note\",\n};\n\n// Known HubSpot columns → dxcrm main_facts fields\nconst COMPANY_FIELD_MAP: Record<string, string> = {\n  hs_annual_revenue: \"annual_revenue\",\n  num_associated_contacts: \"contact_count\",\n  industry: \"industry\",\n  city: \"city\",\n  country: \"country\",\n  hs_lead_status: \"lead_status\",\n  lifecyclestage: \"lifecycle_stage\",\n  numberofemployees: \"employee_count\",\n  phone: \"phone\",\n  address: \"address\",\n  zip: \"zip\",\n  state: \"state\",\n};\n\nconst KNOWN_COMPANY_COLUMNS = new Set([\n  \"name\",\n  \"Name\",\n  \"domain\",\n  \"Domain\",\n  \"website\",\n  \"Website\",\n  \"phone\",\n  \"Phone\",\n  \"address\",\n  \"Address\",\n  \"city\",\n  \"City\",\n  \"country\",\n  \"Country\",\n  \"state\",\n  \"State\",\n  \"zip\",\n  \"Zip\",\n  \"industry\",\n  \"Industry\",\n  \"numberofemployees\",\n  \"Number of Employees\",\n  \"hs_annual_revenue\",\n  \"Annual Revenue\",\n  \"lifecyclestage\",\n  \"Lifecycle Stage\",\n  \"hubspot_owner_email\",\n  \"HubSpot Owner Email\",\n  \"create_date\",\n  \"createdate\",\n  \"hs_lastmodifieddate\",\n  \"hs_object_id\",\n  \"Record ID\",\n]);\n\n// ─── Utilities ────────────────────────────────────────────────────────────────\n\nfunction slugify(name: string): string {\n  return name\n    .toLowerCase()\n    .replace(/[^a-z0-9]+/g, \"-\")\n    .replace(/^-+|-+$/g, \"\")\n    .slice(0, 60);\n}\n\nfunction hashStr(s: string): string {\n  return createHash(\"sha256\").update(s).digest(\"hex\").slice(0, 16);\n}\n\nfunction coerceDate(raw: string): string {\n  if (!raw) return new Date().toISOString().slice(0, 10);\n  // HubSpot timestamps: \"2026-01-15 14:30:00 UTC\", \"1705318200000\" (ms), \"2026-01-15\"\n  if (/^\\d{13}$/.test(raw.trim())) {\n    return new Date(parseInt(raw, 10)).toISOString().slice(0, 10);\n  }\n  const d = new Date(raw.trim());\n  if (!isNaN(d.getTime())) return d.toISOString().slice(0, 10);\n  return new Date().toISOString().slice(0, 10);\n}\n\n// ─── Customer creation ────────────────────────────────────────────────────────\n\nfunction ensureCustomer(\n  dataDir: string,\n  name: string,\n  domain: string,\n  email: string,\n  dryRun: boolean\n): { slug: string; created: boolean } {\n  const slug = slugify(name || \"unknown\");\n  const customerDir = path.join(dataDir, \"customers\", slug);\n  const mainFactsPath = path.join(customerDir, \"main_facts.md\");\n  if (fs.existsSync(mainFactsPath)) return { slug, created: false };\n  if (dryRun) return { slug, created: true };\n\n  fs.mkdirSync(customerDir, { recursive: true });\n  const today = new Date().toISOString().slice(0, 10);\n  const lines = [\n    \"---\",\n    `name: ${name}`,\n    domain ? `domain: ${domain}` : null,\n    email ? `email: ${email}` : null,\n    \"relationship_stage: prospect\",\n    `created: ${today}`,\n    `updated: ${today}`,\n    `last_touchpoint: ${today}`,\n    \"tags: []\",\n    \"currency: EUR\",\n    \"---\",\n  ]\n    .filter(Boolean)\n    .join(\"\\n\");\n  writeFileAtomic(mainFactsPath, `${lines}\\n\\n# Customer: ${name}\\n`);\n  writeFileAtomic(path.join(customerDir, \"interactions.md\"), `# Interactions — ${name}\\n\\n`);\n  writeFileAtomic(path.join(customerDir, \"pipeline.md\"), `# Pipeline — ${name}\\n\\n`);\n  writeJsonFile(path.join(customerDir, \"sources.json\"), {\n    gmail: {\n      query: domain\n        ? `from:${domain} OR to:${domain}`\n        : email\n          ? `from:${email} OR to:${email}`\n          : \"\",\n      enabled: true,\n    },\n    transcripts: { paths: [], extensions: [\".txt\", \".vtt\"], enabled: false },\n  });\n  return { slug, created: true };\n}\n\nfunction readMainFactsRaw(dataDir: string, slug: string): string {\n  const p = path.join(dataDir, \"customers\", slug, \"main_facts.md\");\n  return fs.existsSync(p) ? (fs.readFileSync(p, \"utf-8\") as string) : \"\";\n}\n\n/** Patch several frontmatter fields in main_facts.md with a single read+write. */\nfunction updateMainFactsFields(\n  dataDir: string,\n  slug: string,\n  fields: Record<string, string | undefined>\n): void {\n  const entries = Object.entries(fields).filter(\n    (e): e is [string, string] => e[1] !== undefined && e[1] !== \"\"\n  );\n  if (entries.length === 0) return;\n  const p = path.join(dataDir, \"customers\", slug, \"main_facts.md\");\n  if (!fs.existsSync(p)) return;\n  let content = fs.readFileSync(p, \"utf-8\") as string;\n  for (const [field, value] of entries) {\n    const regex = new RegExp(`^${escapeRegExp(field)}:.*$`, \"m\");\n    if (regex.test(content)) {\n      content = content.replace(regex, `${field}: ${value}`);\n    } else {\n      const firstDash = content.indexOf(\"---\");\n      const secondDash = content.indexOf(\"---\", firstDash + 3);\n      if (secondDash >= 0) {\n        content = content.slice(0, secondDash) + `${field}: ${value}\\n` + content.slice(secondDash);\n      }\n    }\n  }\n  writeFileAtomic(p, content);\n}\n\n// ─── Custom Properties ────────────────────────────────────────────────────────\n\nfunction saveCustomProperties(dataDir: string, slug: string, props: Record<string, string>): void {\n  if (Object.keys(props).length === 0) return;\n  const p = path.join(dataDir, \"customers\", slug, \"custom_properties.json\");\n  let existing: Record<string, unknown> = {};\n  if (fs.existsSync(p)) {\n    try {\n      existing = JSON.parse(fs.readFileSync(p, \"utf-8\") as string) as Record<string, unknown>;\n    } catch {\n      existing = {};\n    }\n  }\n  const merged = {\n    source: \"hubspot-import\",\n    importedAt: new Date().toISOString(),\n    properties: { ...((existing[\"properties\"] as Record<string, string>) ?? {}), ...props },\n  };\n  writeJsonFile(p, merged);\n}\n\n// ─── Progress / Resume ────────────────────────────────────────────────────────\n\ninterface ImportProgress {\n  importId: string;\n  source: string;\n  startedAt: string;\n  phases: {\n    companies: { status: \"done\" | \"in-progress\" | \"pending\"; processed: number };\n    contacts: { status: \"done\" | \"in-progress\" | \"pending\"; processed: number };\n    deals: { status: \"done\" | \"in-progress\" | \"pending\"; processed: number };\n    engagements: { status: \"done\" | \"in-progress\" | \"pending\"; processed: number };\n  };\n}\n\nfunction progressPath(dataDir: string): string {\n  return path.join(dataDir, \".agentic\", \"import-progress.json\");\n}\n\nfunction readProgress(dataDir: string): ImportProgress | null {\n  const p = progressPath(dataDir);\n  if (!fs.existsSync(p)) return null;\n  try {\n    return JSON.parse(fs.readFileSync(p, \"utf-8\") as string) as ImportProgress;\n  } catch {\n    return null;\n  }\n}\n\nfunction writeProgress(dataDir: string, progress: ImportProgress): void {\n  fs.mkdirSync(path.dirname(progressPath(dataDir)), { recursive: true });\n  writeJsonFile(progressPath(dataDir), progress);\n}\n\nfunction clearProgress(dataDir: string): void {\n  const p = progressPath(dataDir);\n  if (fs.existsSync(p)) fs.unlinkSync(p);\n}\n\n// ─── Analyze ──────────────────────────────────────────────────────────────────\n\nexport async function analyzeHubSpotExport(exportDir: string): Promise<HubSpotAnalysis> {\n  const analysis: HubSpotAnalysis = {\n    companiesFound: 0,\n    contactsFound: 0,\n    dealsFound: 0,\n    engagementsFound: 0,\n    customPropertiesDetected: [],\n    ownersDetected: [],\n    unknownStages: [],\n    unmappedContacts: 0,\n    estimatedMinutes: 0,\n  };\n\n  const customProps = new Set<string>();\n  const owners = new Set<string>();\n  const unknownStages = new Set<string>();\n  const companyNames = new Set<string>();\n\n  // Companies\n  const companiesPath = path.join(exportDir, \"companies.csv\");\n  if (fs.existsSync(companiesPath)) {\n    for await (const row of streamCSV(companiesPath)) {\n      analysis.companiesFound++;\n      const name = (row[\"name\"] ?? row[\"Name\"] ?? \"\").trim();\n      if (name) companyNames.add(name.toLowerCase());\n      const owner = row[\"hubspot_owner_email\"] ?? row[\"HubSpot Owner Email\"] ?? \"\";\n      if (owner) owners.add(owner);\n      // Detect custom columns\n      for (const key of Object.keys(row)) {\n        if (!KNOWN_COMPANY_COLUMNS.has(key) && row[key]) customProps.add(key);\n      }\n    }\n  }\n\n  // Contacts\n  const contactsPath = path.join(exportDir, \"contacts.csv\");\n  if (fs.existsSync(contactsPath)) {\n    for await (const row of streamCSV(contactsPath)) {\n      analysis.contactsFound++;\n      const company = (row[\"company\"] ?? row[\"Company\"] ?? row[\"associated_company\"] ?? \"\").trim();\n      if (company && !companyNames.has(company.toLowerCase())) analysis.unmappedContacts++;\n      const owner = row[\"contact_owner\"] ?? row[\"Contact Owner\"] ?? \"\";\n      if (owner) owners.add(owner);\n    }\n  }\n\n  // Deals\n  const dealsPath = path.join(exportDir, \"deals.csv\");\n  if (fs.existsSync(dealsPath)) {\n    for await (const row of streamCSV(dealsPath)) {\n      analysis.dealsFound++;\n      const stage = (row[\"dealstage\"] ?? row[\"Deal Stage\"] ?? \"\").trim().toLowerCase();\n      if (stage && !STAGE_MAP[stage]) unknownStages.add(stage);\n    }\n  }\n\n  // Engagements\n  const engagementsPath = path.join(exportDir, \"engagements.csv\");\n  if (fs.existsSync(engagementsPath)) {\n    for await (const _row of streamCSV(engagementsPath)) {\n      analysis.engagementsFound++;\n    }\n  }\n\n  analysis.customPropertiesDetected = Array.from(customProps).slice(0, 50);\n  analysis.ownersDetected = Array.from(owners);\n  analysis.unknownStages = Array.from(unknownStages);\n\n  const totalRows =\n    analysis.companiesFound +\n    analysis.contactsFound +\n    analysis.dealsFound +\n    analysis.engagementsFound;\n  analysis.estimatedMinutes = Math.ceil(totalRows / 2000); // ~2000 rows/min\n\n  return analysis;\n}\n\n// ─── Main Import ──────────────────────────────────────────────────────────────\n\nexport async function runHubSpotCsvImport(\n  exportDir: string,\n  dataDir: string,\n  opts: HubSpotImportOptions = {}\n): Promise<HubSpotImportResult> {\n  const result: HubSpotImportResult = {\n    companiesProcessed: 0,\n    contactsImported: 0,\n    dealsImported: 0,\n    engagementsImported: 0,\n    errors: [],\n    customPropertiesSaved: 0,\n    ownersResolved: 0,\n  };\n\n  const dryRun = opts.dryRun ?? false;\n  const ownerMap = opts.ownerMap ?? {};\n\n  // Resume handling\n  let progress: ImportProgress | null = null;\n  if (opts.resume) {\n    progress = readProgress(dataDir);\n    if (progress) {\n      console.error(`[import] Resuming import ${progress.importId}...`);\n    }\n  }\n\n  if (!progress) {\n    progress = {\n      importId: `hs-import-${new Date().toISOString().replace(/[:.]/g, \"-\").slice(0, 19)}`,\n      source: exportDir,\n      startedAt: new Date().toISOString(),\n      phases: {\n        companies: { status: \"pending\", processed: 0 },\n        contacts: { status: \"pending\", processed: 0 },\n        deals: { status: \"pending\", processed: 0 },\n        engagements: { status: \"pending\", processed: 0 },\n      },\n    };\n  }\n\n  const companySlugMap = new Map<string, string>(); // name.lower → slug\n  const emailSlugMap = new Map<string, string>(); // email.lower → slug\n\n  // ── Phase 1: Companies ──────────────────────────────────────────────────────\n  const companiesPath = path.join(exportDir, \"companies.csv\");\n  if (fs.existsSync(companiesPath) && progress.phases.companies.status !== \"done\") {\n    progress.phases.companies.status = \"in-progress\";\n    if (!dryRun) writeProgress(dataDir, progress);\n\n    for await (const row of streamCSV(companiesPath)) {\n      const name = (row[\"name\"] ?? row[\"Name\"] ?? \"\").trim();\n      if (!name) continue;\n\n      const domain = (\n        row[\"domain\"] ??\n        row[\"Domain\"] ??\n        row[\"website\"] ??\n        row[\"Website\"] ??\n        \"\"\n      ).trim();\n      const hubspotId = (row[\"hs_object_id\"] ?? row[\"Record ID\"] ?? \"\").trim();\n\n      try {\n        const { slug, created } = ensureCustomer(dataDir, name, domain, \"\", dryRun);\n        companySlugMap.set(name.toLowerCase(), slug);\n        result.companiesProcessed++;\n\n        if (!dryRun && created) {\n          // Map known fields + owner + HubSpot id, batched into one read+write.\n          const factsPatch: Record<string, string | undefined> = {};\n          for (const [hsKey, dxKey] of Object.entries(COMPANY_FIELD_MAP)) {\n            const val = row[hsKey] ?? \"\";\n            if (val) factsPatch[dxKey] = val;\n          }\n\n          const ownerEmail = row[\"hubspot_owner_email\"] ?? row[\"HubSpot Owner Email\"] ?? \"\";\n          if (ownerEmail && ownerMap[ownerEmail]) {\n            factsPatch[\"assigned_rep\"] = ownerMap[ownerEmail]!;\n            result.ownersResolved++;\n          }\n\n          if (hubspotId) factsPatch[\"hubspot_company_id\"] = hubspotId;\n\n          updateMainFactsFields(dataDir, slug, factsPatch);\n\n          // Custom properties — everything not in known columns\n          const customProps: Record<string, string> = {};\n          for (const [key, val] of Object.entries(row)) {\n            if (!KNOWN_COMPANY_COLUMNS.has(key) && val) customProps[key] = val;\n          }\n          if (Object.keys(customProps).length > 0) {\n            saveCustomProperties(dataDir, slug, customProps);\n            result.customPropertiesSaved += Object.keys(customProps).length;\n          }\n        }\n      } catch (err) {\n        result.errors.push(`Company '${name}': ${(err as Error).message}`);\n      }\n\n      progress.phases.companies.processed++;\n    }\n\n    progress.phases.companies.status = \"done\";\n    if (!dryRun) writeProgress(dataDir, progress);\n  } else if (progress.phases.companies.status === \"done\") {\n    // Rebuild maps from disk for resume\n    const customersDir = path.join(dataDir, \"customers\");\n    if (fs.existsSync(customersDir)) {\n      for (const slug of fs.readdirSync(customersDir)) {\n        const mf = path.join(customersDir, slug, \"main_facts.md\");\n        if (!fs.existsSync(mf)) continue;\n        const content = fs.readFileSync(mf, \"utf-8\") as string;\n        const nameMatch = content.match(/^name:\\s*(.+)$/m);\n        if (nameMatch?.[1]) companySlugMap.set(nameMatch[1].trim().toLowerCase(), slug);\n      }\n    }\n  }\n\n  // ── Phase 2: Contacts ───────────────────────────────────────────────────────\n  const contactsPath = path.join(exportDir, \"contacts.csv\");\n  if (fs.existsSync(contactsPath) && progress.phases.contacts.status !== \"done\") {\n    progress.phases.contacts.status = \"in-progress\";\n    if (!dryRun) writeProgress(dataDir, progress);\n\n    for await (const row of streamCSV(contactsPath)) {\n      const firstName = (row[\"firstname\"] ?? row[\"First Name\"] ?? \"\").trim();\n      const lastName = (row[\"lastname\"] ?? row[\"Last Name\"] ?? \"\").trim();\n      const email = (row[\"email\"] ?? row[\"Email\"] ?? \"\").trim();\n      const companyName = (\n        row[\"company\"] ??\n        row[\"Company\"] ??\n        row[\"associated_company\"] ??\n        row[\"Associated Company\"] ??\n        \"\"\n      ).trim();\n      const phone = (row[\"phone\"] ?? row[\"Phone\"] ?? row[\"mobilephone\"] ?? \"\").trim();\n      const title = (row[\"jobtitle\"] ?? row[\"Job Title\"] ?? \"\").trim();\n      const department = (row[\"department\"] ?? row[\"Department\"] ?? \"\").trim();\n      const hubspotId = (row[\"vid\"] ?? row[\"Contact ID\"] ?? row[\"hs_object_id\"] ?? \"\").trim();\n\n      let slug = companySlugMap.get(companyName.toLowerCase());\n\n      if (!slug && companyName) {\n        const domain = (row[\"website\"] ?? \"\").trim();\n        try {\n          const { slug: newSlug, created } = ensureCustomer(\n            dataDir,\n            companyName,\n            domain,\n            email,\n            dryRun\n          );\n          slug = newSlug;\n          companySlugMap.set(companyName.toLowerCase(), newSlug);\n          if (created) result.companiesProcessed++;\n        } catch (err) {\n          result.errors.push(`Auto-company '${companyName}': ${(err as Error).message}`);\n        }\n      }\n\n      if (!slug) continue;\n\n      if (!dryRun) {\n        const contactName = [firstName, lastName].filter(Boolean).join(\" \");\n        const isFirst = !fs.existsSync(path.join(dataDir, \"customers\", slug, \"contacts.json\"));\n\n        // Multi-contact support\n        if (email || contactName) {\n          const contactEntry = {\n            email: email || `${slugify(contactName)}@unknown.local`,\n            name: contactName || email,\n            ...(title ? { title } : {}),\n            ...(phone ? { phone } : {}),\n            ...(department ? { department } : {}),\n            ...(hubspotId ? { hubspotId } : {}),\n            isPrimary: isFirst,\n            createdAt: new Date().toISOString(),\n          };\n          try {\n            upsertContact(dataDir, slug, contactEntry);\n          } catch {\n            /* skip invalid */\n          }\n        }\n\n        // Update main_facts primary contact (first contact only) — batched into\n        // a single read+write instead of one per field.\n        const existing = readMainFactsRaw(dataDir, slug);\n        const factsPatch: Record<string, string | undefined> = {};\n        if (email && !existing.includes(\"email:\")) factsPatch[\"email\"] = email;\n        if (phone && !existing.includes(\"phone:\")) factsPatch[\"phone\"] = phone;\n        if (contactName && !existing.includes(\"primary_contact:\"))\n          factsPatch[\"primary_contact\"] = contactName;\n\n        // Owner mapping\n        const ownerEmail = row[\"contact_owner\"] ?? row[\"Contact Owner\"] ?? \"\";\n        if (ownerEmail && ownerMap[ownerEmail] && !existing.includes(\"assigned_rep:\")) {\n          factsPatch[\"assigned_rep\"] = ownerMap[ownerEmail]!;\n          result.ownersResolved++;\n        }\n        updateMainFactsFields(dataDir, slug, factsPatch);\n      }\n\n      if (email) emailSlugMap.set(email.toLowerCase(), slug);\n      result.contactsImported++;\n      progress.phases.contacts.processed++;\n    }\n\n    progress.phases.contacts.status = \"done\";\n    if (!dryRun) writeProgress(dataDir, progress);\n  }\n\n  // ── Phase 3: Deals ──────────────────────────────────────────────────────────\n  const dealsPath = path.join(exportDir, \"deals.csv\");\n  if (fs.existsSync(dealsPath) && progress.phases.deals.status !== \"done\") {\n    if (!dryRun) {\n      const { upsertDeal } = await import(\"../fs/pipeline-writer.js\");\n      progress.phases.deals.status = \"in-progress\";\n      writeProgress(dataDir, progress);\n\n      for await (const row of streamCSV(dealsPath)) {\n        const dealName = (row[\"dealname\"] ?? row[\"Deal Name\"] ?? row[\"name\"] ?? \"\").trim();\n        if (!dealName) continue;\n\n        const companyName = (\n          row[\"associated_company\"] ??\n          row[\"Associated Company\"] ??\n          row[\"company\"] ??\n          \"\"\n        ).trim();\n        const amountStr = (row[\"amount\"] ?? row[\"Amount\"] ?? \"0\").trim().replace(/[^0-9.]/g, \"\");\n        const stageRaw = (row[\"dealstage\"] ?? row[\"Deal Stage\"] ?? \"\").trim().toLowerCase();\n        const closeDateRaw = (\n          row[\"closedate\"] ??\n          row[\"Close Date\"] ??\n          row[\"close_date\"] ??\n          \"\"\n        ).trim();\n        const currency = (row[\"deal_currency_code\"] ?? row[\"Currency\"] ?? \"EUR\").trim();\n        const dealId = (row[\"hs_deal_id\"] ?? row[\"hs_object_id\"] ?? row[\"Record ID\"] ?? \"\").trim();\n        const ownerEmail = (row[\"hubspot_owner_email\"] ?? row[\"HubSpot Owner Email\"] ?? \"\").trim();\n        const description = (row[\"description\"] ?? row[\"Description\"] ?? \"\").trim();\n\n        const slug =\n          companySlugMap.get(companyName.toLowerCase()) ?? slugify(companyName || \"unknown\");\n        const stage = STAGE_MAP[stageRaw] ?? \"qualified\";\n        const amount = parseFloat(amountStr) || 0;\n        const closeDate = coerceDate(closeDateRaw);\n\n        const notesParts: string[] = [];\n        if (dealId) notesParts.push(`hubspot://deal/${dealId}`);\n        if (description) notesParts.push(description.slice(0, 200));\n        if (ownerEmail && ownerMap[ownerEmail]) notesParts.push(`owner:${ownerMap[ownerEmail]}`);\n\n        const deal: PipelineDeal = {\n          name: dealName,\n          stage,\n          value: amount,\n          currency: currency || \"EUR\",\n          probability: stage === \"won\" ? 1 : stage === \"lost\" ? 0 : 0.5,\n          close_date: closeDate,\n          updated: new Date().toISOString().slice(0, 10),\n          ...(notesParts.length > 0 ? { notes: notesParts.join(\" | \") } : {}),\n        };\n\n        try {\n          await upsertDeal(dataDir, slug, deal);\n          result.dealsImported++;\n        } catch (err) {\n          result.errors.push(`Deal '${dealName}': ${(err as Error).message}`);\n        }\n\n        progress.phases.deals.processed++;\n      }\n\n      progress.phases.deals.status = \"done\";\n      writeProgress(dataDir, progress);\n    } else {\n      // Dry run count\n      for await (const row of streamCSV(dealsPath)) {\n        if ((row[\"dealname\"] ?? row[\"name\"] ?? \"\").trim()) result.dealsImported++;\n      }\n      progress.phases.deals.status = \"done\";\n    }\n  }\n\n  // ── Phase 4: Engagements ────────────────────────────────────────────────────\n  const engagementsPath = path.join(exportDir, \"engagements.csv\");\n  if (fs.existsSync(engagementsPath) && progress.phases.engagements.status !== \"done\") {\n    if (!dryRun) {\n      const { appendInteraction, InteractionDedup } = await import(\"../fs/interactions-writer.js\");\n      const dedup = new InteractionDedup(dataDir);\n      progress.phases.engagements.status = \"in-progress\";\n      writeProgress(dataDir, progress);\n\n      for await (const row of streamCSV(engagementsPath)) {\n        const engType = (\n          row[\"engagement_type\"] ??\n          row[\"Engagement Type\"] ??\n          row[\"type\"] ??\n          row[\"Type\"] ??\n          \"NOTE\"\n        )\n          .trim()\n          .toUpperCase();\n        const timestamp = (\n          row[\"hs_timestamp\"] ??\n          row[\"Timestamp\"] ??\n          row[\"date\"] ??\n          row[\"createdate\"] ??\n          \"\"\n        ).trim();\n        const body = (\n          row[\"hs_body_preview\"] ??\n          row[\"Body\"] ??\n          row[\"notes\"] ??\n          row[\"Notes\"] ??\n          row[\"hs_note_body\"] ??\n          \"\"\n        ).trim();\n        const subject = (row[\"subject\"] ?? row[\"Subject\"] ?? \"\").trim();\n        const contactEmail = (\n          row[\"associated_contact_email\"] ??\n          row[\"Contact Email\"] ??\n          row[\"from_email\"] ??\n          \"\"\n        )\n          .trim()\n          .toLowerCase();\n        const engId = (\n          row[\"id\"] ??\n          row[\"engagement_id\"] ??\n          row[\"hs_object_id\"] ??\n          hashStr(timestamp + body)\n        ).trim();\n        const callDuration = (row[\"call_duration\"] ?? row[\"hs_call_duration\"] ?? \"\").trim();\n        const callOutcome = (row[\"call_outcome\"] ?? row[\"hs_call_disposition\"] ?? \"\").trim();\n        const callRecording = (\n          row[\"call_recording_url\"] ??\n          row[\"hs_call_recording_url\"] ??\n          \"\"\n        ).trim();\n\n        const slug =\n          emailSlugMap.get(contactEmail) ??\n          companySlugMap.get((row[\"associated_company\"] ?? \"\").toLowerCase().trim());\n        if (!slug) continue;\n\n        const sourceRef = `hubspot://engagement/${engId}`;\n        try {\n          if (await dedup.seen(slug, sourceRef)) continue;\n\n          const date = coerceDate(timestamp);\n          const type = TYPE_MAP[engType] ?? \"Note\";\n\n          // Build rich summary\n          const summaryParts: string[] = [];\n          if (subject) summaryParts.push(`Subject: ${subject}`);\n          if (body) summaryParts.push(body.slice(0, 500));\n          if (callDuration) summaryParts.push(`Duration: ${callDuration}s`);\n          if (callOutcome) summaryParts.push(`Outcome: ${callOutcome}`);\n          if (callRecording) summaryParts.push(`Recording: ${callRecording}`);\n\n          const summary = summaryParts.join(\" | \") || `${type} imported from HubSpot`;\n\n          await appendInteraction(dataDir, slug, {\n            date,\n            type,\n            with: contactEmail || slug,\n            summary,\n            nextSteps: [],\n            sourceRef,\n            synced: new Date().toISOString(),\n          });\n          dedup.markAppended(slug, sourceRef);\n          result.engagementsImported++;\n        } catch (err) {\n          result.errors.push(`Engagement ${engId}: ${(err as Error).message}`);\n        }\n\n        progress.phases.engagements.processed++;\n      }\n\n      progress.phases.engagements.status = \"done\";\n      writeProgress(dataDir, progress);\n    } else {\n      for await (const _row of streamCSV(engagementsPath)) result.engagementsImported++;\n      progress.phases.engagements.status = \"done\";\n    }\n  }\n\n  // Done — clear progress file\n  if (!dryRun) clearProgress(dataDir);\n\n  return 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package/dist/{index-YqwMd6aQ.d.cts → index-BAutNcAT.d.cts}

@@ -95,12 +95,12 @@ declare const MainFactsSchema: z.ZodObject<{
   created: z.ZodEffects<z.ZodString, string, unknown>;
   updated: z.ZodEffects<z.ZodString, string, unknown>;
 }, "strip", z.ZodTypeAny, {
-  created: string;
   name: string;
-  relationship_stage: "prospect" | "active" | "churned" | "paused";
   currency: string;
-  tags: string[];
   updated: string;
+  created: string;
+  relationship_stage: "prospect" | "active" | "churned" | "paused";
+  tags: string[];
   domain?: string | undefined;
   email?: string | undefined;
   phone?: string | undefined;
@@ -111,17 +111,17 @@ declare const MainFactsSchema: z.ZodObject<{
 }, {
   name: string;
   relationship_stage: "prospect" | "active" | "churned" | "paused";
+  currency?: string | undefined;
+  updated?: unknown;
   created?: unknown;
   domain?: string | undefined;
   email?: string | undefined;
   phone?: string | undefined;
   industry?: string | undefined;
   deal_value?: number | undefined;
-  currency?: string | undefined;
   primary_contact?: string | undefined;
   timezone?: string | undefined;
   tags?: string[] | undefined;
-  updated?: unknown;
 }>;
 type MainFacts = z.infer<typeof MainFactsSchema>;
 //# sourceMappingURL=main-facts.d.ts.map
@@ -135,11 +135,13 @@ declare const InteractionEntrySchema: z.ZodObject<{
   subject: z.ZodOptional<z.ZodString>;
   summary: z.ZodString;
   nextSteps: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
+  /** Relative links (from the customer dir) to converted attachment Markdown. */
+  attachments: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
   sourceRef: z.ZodString;
   synced: z.ZodString;
 }, "strip", z.ZodTypeAny, {
-  date: string;
   type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
+  date: string;
   with: string;
   summary: string;
   nextSteps: string[];
@@ -147,9 +149,10 @@ declare const InteractionEntrySchema: z.ZodObject<{
   synced: string;
   direction?: "inbound" | "outbound" | undefined;
   subject?: string | undefined;
+  attachments?: string[] | undefined;
 }, {
-  date: string;
   type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
+  date: string;
   with: string;
   summary: string;
   sourceRef: string;
@@ -157,6 +160,7 @@ declare const InteractionEntrySchema: z.ZodObject<{
   direction?: "inbound" | "outbound" | undefined;
   subject?: string | undefined;
   nextSteps?: string[] | undefined;
+  attachments?: string[] | undefined;
 }>;
 type InteractionEntry = z.infer<typeof InteractionEntrySchema>;
 //# sourceMappingURL=interaction.d.ts.map
@@ -173,17 +177,17 @@ declare const PipelineDealSchema: z.ZodObject<{
   updated: z.ZodString;
 }, "strip", z.ZodTypeAny, {
   name: string;
+  stage: "lead" | "qualified" | "proposal" | "negotiation" | "won" | "lost";
   currency: string;
   updated: string;
-  stage: "lead" | "qualified" | "proposal" | "negotiation" | "won" | "lost";
   value?: number | undefined;
   probability?: number | undefined;
   close_date?: string | undefined;
   notes?: string | undefined;
 }, {
   name: string;
-  updated: string;
   stage: "lead" | "qualified" | "proposal" | "negotiation" | "won" | "lost";
+  updated: string;
   value?: number | undefined;
   currency?: string | undefined;
   probability?: number | undefined;
@@ -341,9 +345,9 @@ declare const KbArticleSchema: z.ZodObject<{
   updatedAt: z.ZodString;
   sourceTicketId: z.ZodOptional<z.ZodString>;
 }, "strip", z.ZodTypeAny, {
-  tags: string[];
   id: string;
   title: string;
+  tags: string[];
   createdAt: string;
   category: string;
   public: boolean;
@@ -515,7 +519,11 @@ interface RbacConfig {
 declare function getRbacConfig(dataDir: string): RbacConfig;
 declare function getRole(dataDir: string, actor: string): Role;
 declare function canSeeCustomer(dataDir: string, actor: string, slug: string): boolean;
-/** Load the field-level ACL (field → allowed roles) from rbac.json. */
+/**
+ * Build a once-loaded predicate for which customers `actor` may see. Equivalent
+ * to calling canSeeCustomer per slug, but reads/parses rbac.json a single time
+ * (and uses O(1) Set membership) — for hot loops like list_customers.
+ */
 //#endregion
 //#region src/core/session-store.d.ts
 interface Session {
@@ -535,4 +543,4 @@ declare const VERSION = "0.1.0";
 
 //#endregion
 export { type GlobalSources, type InteractionEntry, type KbArticle, type MainFacts, type PipelineDeal, type QuoteLineItem, type Quote as QuoteRecord, type SurveyDefinition, type SurveyResponse, type TicketPriority, type Ticket as TicketRecord, type TicketStatus, VERSION, canSeeCustomer, clearSession, createCustomer, customerExists, filterAuditLog, getRbacConfig, getRole, getSession, readAuditLog, readMainFacts, runAudit, runBackup, runValidate, setSession };
-//# sourceMappingURL=index-YqwMd6aQ.d.cts.map
+//# sourceMappingURL=index-BAutNcAT.d.cts.map

package/dist/index-BAutNcAT.d.cts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index-BAutNcAT.d.cts","names":[],"sources":["../src/schemas/sources.ts","../src/schemas/main-facts.ts","../src/schemas/interaction.ts","../src/schemas/pipeline.ts","../src/schemas/ticket.ts","../src/schemas/quote.ts","../src/schemas/kb-article.ts","../src/schemas/survey.ts","../src/commands/create.ts","../src/commands/backup.ts","../src/commands/audit.ts","../src/commands/validate.ts","../src/fs/customer-dir.ts","../src/fs/audit-log.ts","../src/core/rbac.ts","../src/core/session-store.ts","../src/version.ts"],"mappings":";;;;cAea,qBAAmB,CAAA,CAAA;;IAAA,IAAA,cAAA,CAAA,OAAA,CAAA;IAAA,KAAA,aAAA;IAUpB,OAAA,cAAa,aAAA,CAAA;EAAA,CAAA,EAAA,OAAA,cAAA,EAAA;IAAkB,IAAA,EAAA,OAAA;IAAf,KAAE,EAAA,MAAA;IAAK,OAAA,EAAA,OAAA;;;;ICvBtB,OAAA,CAAA,EAAA,OAoBX,GAAA,SAAA;EAAA,CAAA,CAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;SApB0B,EAAA,MAAA;EAAA,OAAA,EAAA,MAAA;EAsBhB,KAAA,CAAA,EAAA;IAAS,IAAA,EAAA,OAAA;IAAkB,KAAA,EAAA,MAAA;IAAf,OAAE,EAAA,OAAA;EAAK,CAAA,GAAA,SAAA;;;;ECtBlB,WAAA,CAAA,EAAA;IAYX,IAAA,EAAA,YAAA;;;;;;;;;;;;;;;;;;IAZiC,OAAA,CAAA,EAAA,OAAA,GAAA,SAAA;IAAA,UAAA,CAAA,EAAA,MAAA,EAAA,GAAA,SAAA;EAcvB,CAAA,GAAA,SAAA;EAAgB,OAAA,CAAA,EAAA,MAAA,GAAA,SAAA;;KFShB,aAAA,GAAgB,CAAA,CAAE,aAAa;;;;cCvB9B,iBAAe,CAAA,CAAA;;EDaf,MAAA,eAAA,YAMX,CAAA;EAAA,KAAA,eAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;UAN8B,CAAA,EAAA,MAAA,GAAA,SAAA;EAAA,OAAA,CAAA,EAAA,OAAA;EAUpB,OAAA,CAAA,EAAA,OAAa;EAAA,MAAA,CAAA,EAAA,MAAA,GAAA,SAAA;OAAkB,CAAA,EAAA,MAAA,GAAA,SAAA;OAAb,CAAA,EAAA,MAAA,GAAA,SAAA;EAAK,QAAA,CAAA,EAAA,MAAA,GAAA,SAAA;;;;ECvBtB,IAAA,CAAA,EAAA,MAAA,EAAA,GAoBX,SAAA;CAAA,CAAA;KAEU,SAAA,GAAY,CAAA,CAAE,aAAa;;;;cCtB1B,wBAAsB,CAAA,CAAA;;EFatB,IAAA,WAAA,CAAA,CAAA,OAMX,EAAA,MAAA,EAAA,SAAA,EAAA,MAAA,EAAA,MAAA,EAAA,UAAA,EAAA,UAAA,EAAA,OAAA,CAAA,CAAA;EAAA,SAAA,eAAA,UAAA,CAAA,CAAA,SAAA,EAAA,UAAA,CAAA,CAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;SAN8B,CAAA,EAAA,MAAA,GAAA,SAAA;EAAA,SAAA,CAAA,EAAA,MAAA,EAAA,GAAA,SAAA;EAUpB,WAAA,CAAA,EAAA,MAAa,EAAA,GAAA,SAAA;CAAA,CAAA;AAAkB,KET/B,gBAAA,GAAmB,CAAA,CAAE,KFSU,CAAA,OETG,sBFSH,CAAA;;;;cGvB9B,oBAAkB,CAAA,CAAA;;EHalB,KAAA,WAAA,CAAA,CAAA,MAMX,EAAA,WAAA,EAAA,UAAA,EAAA,aAAA,EAAA,KAAA,EAAA,MAAA,CAAA,CAAA;EAAA,KAAA,eAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;KGLU,YAAA,GAAe,CAAA,CAAE,aAAa;;;;cCd7B,oBAAkB,CAAA,CAAA;cAClB,sBAAoB,CAAA,CAAA;AJYpB,cIVA,YJgBX,EIhBuB,CAAA,CAAA,SJgBvB,CAAA;EAAA,EAAA,aAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;aAN8B,CAAA,EAAA,MAAA,GAAA,SAAA;AAAA,CAAA,CAAA;AAUpB,KIFA,MAAA,GAAS,CAAA,CAAE,KJEE,CAAA,OIFW,YJEX,CAAA;AAAA,KIDb,YAAA,GAAe,CAAA,CAAE,KJCJ,CAAA,OIDiB,kBJCjB,CAAA;AAAkB,KIA/B,cAAA,GAAiB,CAAA,CAAE,KJAY,CAAA,OIAC,oBJAD,CAAA;;;;cKvB9B,qBAAmB,CAAA,CAAA;;ELanB,QAAA,aAAA;EAMX,SAAA,aAAA;;;;;;;;;;;;;cKZW,aAAW,CAAA,CAAA;;;;;;;;;;;;;;;ILMQ,WAAA,EAAA,MAAA;IAAA,QAAA,EAAA,MAAA;IAUpB,SAAA,EAAA,MAAa;IAAA,KAAA,EAAA,MAAA;MAAkB,MAAA,CAAA;UAAb,aAAA;EAAK,UAAA,aAAA;;;;ECvBtB,SAAA,aAoBX;EAAA,cAAA,cAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;UApB0B,CAAA,EAAA,MAAA,GAAA,SAAA;AAAA,CAAA,EAAA;EAsBhB,KAAA,EAAA,MAAS;EAAA,WAAA,EAAA,MAAA;MAAkB,EAAA,MAAA;UAAb,EAAA,MAAA;EAAK,SAAA,EAAA;;;;ICtBlB,KAAA,EAAA,MAAA;EAYX,CAAA,EAAA;;;;;;;;;;;;;KGcU,aAAA,GAAgB,CAAA,CAAE,aAAa;KAC/B,KAAA,GAAQ,CAAA,CAAE,aAAa;;;;cC3BtB,iBAAe,CAAA,CAAA;;ENaf,KAAA,aAAA;EAMX,QAAA,cAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;KMRU,aAAA,GAAgB,CAAA,CAAE,aAAa;KAC/B,SAAA,GAAY;;;ANCQ;;;cObnB,wBAAsB,CAAA,CAAA;;EPatB,IAAA,cAAA,UAMX,CAAA,CAAA,KAAA,EAAA,MAAA,EAAA,KAAA,CAAA,CAAA,CAAA;EAAA,QAAA,aAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;UAN8B,EAAA,MAAA;EAAA,IAAA,CAAA,EAAA,KAAA,GAAA,MAAA,GAAA,KAAA,GAAA,SAAA;EAUpB,KAAA,CAAA,EAAA;IAAa,GAAA,CAAA,EAAA,MAAA,GAAA,SAAA;IAAkB,GAAA,CAAA,EAAA,MAAA,GAAA,SAAA;MAAf,SAAE;EAAK,cAAA,CAAA,EAAA,OAAA,GAAA,SAAA;;;cOXtB,sBAAoB,CAAA,CAAA;ENZpB,QAAA,aAoBX;EAAA,IAAA,aAAA;;;;;;;;;;;;;;;;;;;;;;;;;;KMGU,gBAAA,GAAmB,CAAA,CAAE,aAAa;ANvBlB,KMwBhB,cAAA,GAAiB,CAAA,CAAE,KNxBH,CAAA,OMwBgB,oBNxBhB,CAAA;AAAA;;;iBOON,cAAA;;ERMT,MAAA,CAAA,EAAA,MAAA;EAMX,KAAA,CAAA,EAAA,MAAA;;IQPE;;;;;;UCNa,cAAA;;ETOJ,SAAA,EAAA,MAAA;EAMX,YAAA,EAAA,MAAA;;;;;;;;;AAIuB,iBSuJH,SAAA,CTvJG,MAAA,CAAA,EAAA,MAAA,EAAA,OAAA,CAAA,EAAA,MAAA,EAAA,IAAU,CAAV,EAAA;SAAkB,CAAA,EAAA,OAAA;QAAb,CAAA,EAAA,MAAA;AAAK,CAAA,CAAA,ES2JhC,OT3JgC,CS2JxB,cT3JwB,GAAA,IAAA,CAAA;;;iBUpBb,QAAA;;EVUT,KAAA,CAAA,EAAA,MAAA;EAMX,KAAA,CAAA,EAAA,MAAA;;sBURC;;;iBC4BmB,WAAA;;qBAAuD;;;iBCnB7D,cAAA;;;iBAsCM,aAAA,iCAA8C,QAAQ;;;;UCzD3D,UAAA;;;EbYJ,IAAA,EAAA,MAAA;EAMX,IAAA,EAAA,MAAA;;;iBacc,YAAA,mBAA+B;iBA6B/B,cAAA,UACL;;;;IAER;;;;KC/DS,IAAA;UAEK,UAAA;UACP,eAAe;EdQZ,OAAA,CAAA,EcPD,IdOC;EAMX,eAAA,CAAA,EcZkB,MdYlB,CAAA,MAAA,EAAA,MAAA,EAAA,CAAA;;ccVY,eAAe;;iBAsBb,aAAA,mBAAgC;iBAUhC,OAAA,kCAAyC;iBAuBzC,cAAA;;;;;;;;UClEC,OAAA;;;EfeJ,SAAA,EAAA,MAAA;EAMX,KAAA,CAAA,EAAA,MAAA;;iBeZc,UAAA,IAAc;iBAId,UAAA,CAAA,GAAc;iBAId,YAAA,CAAA;;;;cCjBH,OAAA"}

package/dist/{index-V8BFaH-b.d.ts → index-FzDsNSSb.d.ts}

@@ -136,11 +136,13 @@ declare const InteractionEntrySchema: z.ZodObject<{
   subject: z.ZodOptional<z.ZodString>;
   summary: z.ZodString;
   nextSteps: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
+  /** Relative links (from the customer dir) to converted attachment Markdown. */
+  attachments: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
   sourceRef: z.ZodString;
   synced: z.ZodString;
 }, "strip", z.ZodTypeAny, {
-  type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
   date: string;
+  type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
   with: string;
   summary: string;
   nextSteps: string[];
@@ -148,9 +150,10 @@ declare const InteractionEntrySchema: z.ZodObject<{
   synced: string;
   direction?: "inbound" | "outbound" | undefined;
   subject?: string | undefined;
+  attachments?: string[] | undefined;
 }, {
-  type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
   date: string;
+  type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
   with: string;
   summary: string;
   sourceRef: string;
@@ -158,6 +161,7 @@ declare const InteractionEntrySchema: z.ZodObject<{
   direction?: "inbound" | "outbound" | undefined;
   subject?: string | undefined;
   nextSteps?: string[] | undefined;
+  attachments?: string[] | undefined;
 }>;
 type InteractionEntry = z.infer<typeof InteractionEntrySchema>;
 //# sourceMappingURL=interaction.d.ts.map
@@ -516,7 +520,11 @@ interface RbacConfig {
 declare function getRbacConfig(dataDir: string): RbacConfig;
 declare function getRole(dataDir: string, actor: string): Role;
 declare function canSeeCustomer(dataDir: string, actor: string, slug: string): boolean;
-/** Load the field-level ACL (field → allowed roles) from rbac.json. */
+/**
+ * Build a once-loaded predicate for which customers `actor` may see. Equivalent
+ * to calling canSeeCustomer per slug, but reads/parses rbac.json a single time
+ * (and uses O(1) Set membership) — for hot loops like list_customers.
+ */
 //#endregion
 //#region src/core/session-store.d.ts
 interface Session {
@@ -536,4 +544,4 @@ declare const VERSION = "0.1.0";
 
 //#endregion
 export { type GlobalSources, type InteractionEntry, type KbArticle, type MainFacts, type PipelineDeal, type QuoteLineItem, type Quote as QuoteRecord, type SurveyDefinition, type SurveyResponse, type TicketPriority, type Ticket as TicketRecord, type TicketStatus, VERSION, canSeeCustomer, clearSession, createCustomer, customerExists, filterAuditLog, getRbacConfig, getRole, getSession, readAuditLog, readMainFacts, runAudit, runBackup, runValidate, setSession };
-//# sourceMappingURL=index-V8BFaH-b.d.ts.map
+//# sourceMappingURL=index-FzDsNSSb.d.ts.map

package/dist/index-FzDsNSSb.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index-FzDsNSSb.d.ts","names":[],"sources":["../src/schemas/sources.ts","../src/schemas/main-facts.ts","../src/schemas/interaction.ts","../src/schemas/pipeline.ts","../src/schemas/ticket.ts","../src/schemas/quote.ts","../src/schemas/kb-article.ts","../src/schemas/survey.ts","../src/commands/create.ts","../src/commands/backup.ts","../src/commands/audit.ts","../src/commands/validate.ts","../src/fs/customer-dir.ts","../src/fs/audit-log.ts","../src/core/rbac.ts","../src/core/session-store.ts","../src/version.ts"],"mappings":";;;;;cAea,qBAAmB,CAAA,CAAA;;;IAAA,KAAA,aAAA;IAAA,OAAA,cAAA,aAAA,CAAA;EAUpB,CAAA,EAAA,OAAA,cAAa,EAAA;IAAA,IAAA,EAAA,OAAA;IAAkB,KAAA,EAAA,MAAA;IAAf,OAAE,EAAA,OAAA;EAAK,CAAA,EAAA;;;;ECvBtB,CAAA,CAAA,CAAA;EAoBX,QAAA,eAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;SApB0B,EAAA,MAAA;EAAA,KAAA,CAAA,EAAA;IAsBhB,IAAA,EAAA,OAAS;IAAA,KAAA,EAAA,MAAA;IAAkB,OAAA,EAAA,OAAA;MAAf,SAAE;EAAK,QAAA,CAAA,EAAA;;;;ICtBlB,IAAA,EAAA,YAAA;IAYX,OAAA,EAAA,OAAA;;;;;;;;;;;;;;;;;;IAZiC,UAAA,CAAA,EAAA,MAAA,EAAA,GAAA,SAAA;EAAA,CAAA,GAAA,SAAA;EAcvB,OAAA,CAAA,EAAA,MAAA,GAAgB,SAAA;CAAA,CAAA;AAAU,KFS1B,aAAA,GAAgB,CAAA,CAAE,KETQ,CAAA,OFSK,mBETL,CAAA;;;;cDdzB,iBAAe,CAAA,CAAA;;;EDaf,KAAA,eAAA,YAMX,CAAA;EAAA,KAAA,eAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;QAN8B,CAAA,EAAA,MAAA,GAAA,SAAA;EAAA,KAAA,CAAA,EAAA,MAAA,GAAA,SAAA;EAUpB,KAAA,CAAA,EAAA,MAAA,GAAa,SAAA;EAAA,QAAA,CAAA,EAAA,MAAA,GAAA,SAAA;YAAkB,CAAA,EAAA,MAAA,GAAA,SAAA;UAAb,CAAA,EAAA,MAAA,GAAA,SAAA;EAAK,eAAA,CAAA,EAAA,MAAA,GAAA,SAAA;;;;ACvBnC,CAAA,CAAA;AAoBE,KAEU,SAAA,GAAY,CAAA,CAAE,KAFxB,CAAA,OAEqC,eAFrC,CAAA;;;;cCpBW,wBAAsB,CAAA,CAAA;;;EFatB,SAAA,eAMX,UAAA,CAAA,CAAA,SAAA,EAAA,UAAA,CAAA,CAAA,CAAA;EAAA,IAAA,aAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;WAN8B,CAAA,EAAA,MAAA,EAAA,GAAA,SAAA;EAAA,WAAA,CAAA,EAAA,MAAA,EAAA,GAAA,SAAA;AAUhC,CAAA,CAAA;AAAyB,KETb,gBAAA,GAAmB,CAAA,CAAE,KFSR,CAAA,OETqB,sBFSrB,CAAA;;;;cGvBZ,oBAAkB,CAAA,CAAA;;;EHalB,KAAA,eAAA,YAMX,CAAA;EAAA,QAAA,cAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;KGLU,YAAA,GAAe,CAAA,CAAE,aAAa;;;;cCd7B,oBAAkB,CAAA,CAAA;cAClB,sBAAoB,CAAA,CAAA;cAEpB,cAAY,CAAA,CAAA;EJUZ,EAAA,aAAA;EAMX,KAAA,aAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;;AAN8B,KIQpB,MAAA,GAAS,CAAA,CAAE,KJRS,CAAA,OIQI,YJRJ,CAAA;AAUpB,KIDA,YAAA,GAAe,CAAA,CAAE,KJCJ,CAAA,OIDiB,kBJCjB,CAAA;AAAA,KIAb,cAAA,GAAiB,CAAA,CAAE,KJAN,CAAA,OIAmB,oBJAnB,CAAA;;;;cKvBZ,qBAAmB,CAAA,CAAA;;;ELanB,SAAA,aAMX;EAAA,KAAA,aAAA;;;;;;;;;;;;cKZW,aAAW,CAAA,CAAA;;;;;;;;;;;;;;;;ILMQ,QAAA,EAAA,MAAA;IAAA,SAAA,EAAA,MAAA;IAUpB,KAAA,EAAA,MAAa;EAAA,CAAA,CAAA,EAAA,MAAA,CAAA;UAAkB,aAAA;YAAb,aAAA;EAAK,GAAA,aAAA;;;;ECvBtB,cAAA,cAoBX,YAAA,CAAA;EAAA,UAAA,aAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;EApB0B,KAAA,EAAA,MAAA;EAsBhB,WAAA,EAAS,MAAA;EAAA,IAAA,EAAA,MAAA;UAAkB,EAAA,MAAA;WAAb,EAAA;IAAK,WAAA,EAAA,MAAA;;;;ECtBlB,CAAA,EAAA;EAYX,QAAA,EAAA,MAAA;;;;;;;;;;;;KGcU,aAAA,GAAgB,CAAA,CAAE,aAAa;KAC/B,KAAA,GAAQ,CAAA,CAAE,aAAa;;;;cC3BtB,iBAAe,CAAA,CAAA;;;ENaf,QAAA,cAMX,YAAA,CAAA;EAAA,IAAA,cAAA,WAAA,YAAA,EAAA,MAAA,CAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;KMRU,aAAA,GAAgB,CAAA,CAAE,aAAa;KAC/B,SAAA,GAAY;;;;;;cCZX,wBAAsB,CAAA,CAAA;;;EPatB,QAAA,aAAA;EAMX,KAAA,cAAA,YAAA,CAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;MAN8B,CAAA,EAAA,KAAA,GAAA,MAAA,GAAA,KAAA,GAAA,SAAA;EAAA,KAAA,CAAA,EAAA;IAUpB,GAAA,CAAA,EAAA,MAAa,GAAA,SAAA;IAAA,GAAA,CAAA,EAAA,MAAA,GAAA,SAAA;MAAkB,SAAA;gBAAb,CAAA,EAAA,OAAA,GAAA,SAAA;EAAK,aAAA,CAAA,EAAA,MAAA,GAAA,SAAA;;cOXtB,sBAAoB,CAAA,CAAA;;ENZpB,IAAA,aAAA;EAoBX,YAAA,aAAA;;;;;;;;;;;;;;;;;;;;;;;;;KMGU,gBAAA,GAAmB,CAAA,CAAE,aAAa;KAClC,cAAA,GAAiB,CAAA,CAAE,aAAa;;;;iBCjBtB,cAAA;;;ERMT,KAAA,CAAA,EAAA,MAAA;EAMX,OAAA,CAAA,EAAA,MAAA;IQPE;;;;;;UCNa,cAAA;;;ETOJ,YAAA,EAAA,MAAA;EAMX,WAAA,EAAA,MAAA,EAAA;;;;;;;;AAIU,iBSuJU,SAAA,CTvJG,MAAA,CAAA,EAAA,MAAA,EAAA,OAAA,CAAA,EAAA,MAAA,EAAA,KAAA,EAAA;EAAA,OAAA,CAAA,EAAA,OAAA;QAAkB,CAAA,EAAA,MAAA;IS2JxC,OT3J2B,CS2JnB,cT3JmB,GAAA,IAAA,CAAA;;;iBUpBR,QAAA;;;EVUT,KAAA,CAAA,EAAA,MAAA;EAMX,IAAA,CAAA,EAAA,OAAA;sBURC;;;AVQD,iBWoBoB,WAAA,CXpBpB,IAAA,EAAA;;qBWoB2E;;;AXpB3E,iBYCc,cAAA,CZDd,OAAA,EAAA,MAAA,EAAA,IAAA,EAAA,MAAA,CAAA,EAAA,OAAA;;;iBYuCoB,aAAA,iCAA8C,QAAQ;;;;UCzD3D,UAAA;;;;EbYJ,IAAA,EAAA,MAAA;EAMX,OAAA,EAAA,MAAA;;iBacc,YAAA,mBAA+B;iBA6B/B,cAAA,UACL;;;;IAER;;;;KC/DS,IAAA;UAEK,UAAA;UACP,eAAe;YACb;EdOC,eAAA,CAAA,EcNO,MdYlB,CAAA,MAAA,EAAA,MAAA,EAAA,CAAA;EAAA;ccVY,eAAe;;iBAsBb,aAAA,mBAAgC;iBAUhC,OAAA,kCAAyC;iBAuBzC,cAAA;;;;;;;;UClEC,OAAA;;;;EfeJ,KAAA,CAAA,EAAA,MAAA;;iBeNG,UAAA,IAAc;iBAId,UAAA,CAAA,GAAc;iBAId,YAAA,CAAA;;;;cCjBH,OAAA"}

package/dist/index.cjs

@@ -1,6 +1,7 @@
 Object.defineProperty(exports, Symbol.toStringTag, { value: "Module" });
 const require_chunk = require("./chunk-DakpK96I.cjs");
-const require_session_store = require("./session-store-B0QZE8Bx.cjs");
+const require_session_store = require("./session-store-yfwnj0OC.cjs");
+const require_atomic_write = require("./atomic-write-BYmF-ThH.cjs");
 let commander = require("commander");
 let path = require("path");
 path = require_chunk.__toESM(path, 1);
@@ -28,28 +29,25 @@ async function createCustomer(opts) {
 		updated: today
 	});
 	const interactionsPath = path.default.join(dir, "interactions.md");
-	if (!fs.default.existsSync(interactionsPath)) fs.default.writeFileSync(interactionsPath, `# Interactions — ${opts.name}\n\n`);
+	if (!fs.default.existsSync(interactionsPath)) require_atomic_write.writeFileAtomic(interactionsPath, `# Interactions — ${opts.name}\n\n`);
 	const pipelinePath = path.default.join(dir, "pipeline.md");
-	if (!fs.default.existsSync(pipelinePath)) fs.default.writeFileSync(pipelinePath, `# Pipeline — ${opts.name}\n\n| Deal | Stage | Value | Currency | Probability | Close Date | Updated | Notes |\n|---|---|---|---|---|---|---|---|\n`);
+	if (!fs.default.existsSync(pipelinePath)) require_atomic_write.writeFileAtomic(pipelinePath, `# Pipeline — ${opts.name}\n\n| Deal | Stage | Value | Currency | Probability | Close Date | Updated | Notes |\n|---|---|---|---|---|---|---|---|\n`);
 	const sourcesPath = path.default.join(dir, "sources.json");
-	if (!fs.default.existsSync(sourcesPath)) {
-		const sources = {
-			gmail: {
-				type: "gmail",
-				query: opts.domain ? `from:${opts.domain} OR to:${opts.domain}` : opts.email ? `from:${opts.email} OR to:${opts.email}` : "",
-				enabled: true
-			},
-			version: 1,
-			created: (/* @__PURE__ */ new Date()).toISOString()
-		};
-		fs.default.writeFileSync(sourcesPath, JSON.stringify(sources, null, 2));
-	}
+	if (!fs.default.existsSync(sourcesPath)) require_session_store.writeJsonFile(sourcesPath, {
+		gmail: {
+			type: "gmail",
+			query: opts.domain ? `from:${opts.domain} OR to:${opts.domain}` : opts.email ? `from:${opts.email} OR to:${opts.email}` : "",
+			enabled: true
+		},
+		version: 1,
+		created: (/* @__PURE__ */ new Date()).toISOString()
+	});
 	return {
 		id,
 		dir
 	};
 }
-new commander.Command("create").argument("<name>", "Customer name").option("--domain <domain>", "Primary domain (for Gmail sync)").option("--email <email>", "Primary contact email").action(async (name, opts) => {
+new commander.Command("create").description("Create a new customer").argument("<name>", "Customer name").option("--domain <domain>", "Primary domain (for Gmail sync)").option("--email <email>", "Primary contact email").action(async (name, opts) => {
 	try {
 		const { id, dir } = await createCustomer({
 			name,
@@ -135,17 +133,17 @@ async function runValidate(opts, dataDir) {
 		}
 		try {
 			let content = fs.default.readFileSync(factsPath, "utf-8");
-			const { data } = (0, gray_matter.default)(content);
+			let parsed = (0, gray_matter.default)(content);
 			if (opts.fix) {
-				const result = applyFix(factsPath, content, data);
+				const result = applyFix(factsPath, content, parsed.data);
 				if (result) {
 					content = result.content;
+					parsed = (0, gray_matter.default)(content);
 					fixedCount++;
 					console.log(require_session_store.info(`⚙ ${slug}: fixed ${result.fixed.join(", ")}`));
 				}
 			}
-			const { data: refetchedData } = (0, gray_matter.default)(content);
-			require_session_store.MainFactsSchema.parse(refetchedData);
+			require_session_store.MainFactsSchema.parse(parsed.data);
 			if (!fs.default.existsSync(interactionsPath)) console.log(require_session_store.warning(`⚠ ${slug}: missing interactions.md`));
 			else console.log(require_session_store.success(`✓ ${slug}`));
 		} catch (err) {
@@ -159,7 +157,7 @@ async function runValidate(opts, dataDir) {
 		process.exit(1);
 	} else console.log(require_session_store.success("\n✓ All customers valid."));
 }
-new commander.Command("validate").option("--fix", "Auto-fix recoverable issues").action(async (opts) => {
+new commander.Command("validate").description("Validate all customer data against schemas").option("--fix", "Auto-fix recoverable issues").action(async (opts) => {
 	await runValidate(opts, process.env["DXCRM_DATA_DIR"] ?? process.cwd());
 });
 //#endregion

package/dist/index.cjs.map

@@ -1 +1 @@
-{"version":3,"file":"index.cjs","names":["ensureCustomerDir","writeMainFacts","Command","success","bold","error","filterAuditLog","readAuditLog","Command","matter","warning","listCustomerSlugs","error","info","success","Command"],"sources":["../src/commands/create.ts","../src/commands/audit.ts","../src/commands/validate.ts","../src/version.ts"],"sourcesContent":["import { Command } from \"commander\";\nimport path from \"path\";\nimport fs from \"fs\";\nimport slugify from \"slug\";\nimport { ensureCustomerDir, writeMainFacts } from \"../fs/customer-dir.js\";\nimport { success, error, bold } from \"../ui/colors.js\";\n\nexport async function createCustomer(opts: {\n  name: string;\n  domain?: string;\n  email?: string;\n  dataDir?: string;\n}): Promise<{ id: string; dir: string }> {\n  const id = slugify(opts.name, { lower: true });\n  const dataDir = opts.dataDir ?? process.env[\"DXCRM_DATA_DIR\"] ?? process.cwd();\n  await ensureCustomerDir(dataDir, id);\n  const dir = path.join(dataDir, \"customers\", id);\n\n  // Write main_facts.md\n  const today = new Date().toISOString().slice(0, 10);\n  await writeMainFacts(dataDir, id, {\n    name: opts.name,\n    domain: opts.domain,\n    email: opts.email,\n    relationship_stage: \"prospect\",\n    tags: [],\n    currency: \"EUR\",\n    created: today,\n    updated: today,\n  });\n\n  // Create interactions.md\n  const interactionsPath = path.join(dir, \"interactions.md\");\n  if (!fs.existsSync(interactionsPath)) {\n    fs.writeFileSync(interactionsPath, `# Interactions — ${opts.name}\\n\\n`);\n  }\n\n  // Create pipeline.md\n  const pipelinePath = path.join(dir, \"pipeline.md\");\n  if (!fs.existsSync(pipelinePath)) {\n    fs.writeFileSync(\n      pipelinePath,\n      `# Pipeline — ${opts.name}\\n\\n| Deal | Stage | Value | Currency | Probability | Close Date | Updated | Notes |\\n|---|---|---|---|---|---|---|---|\\n`\n    );\n  }\n\n  // Create sources.json\n  const sourcesPath = path.join(dir, \"sources.json\");\n  if (!fs.existsSync(sourcesPath)) {\n    const gmailQuery = opts.domain\n      ? `from:${opts.domain} OR to:${opts.domain}`\n      : opts.email\n        ? `from:${opts.email} OR to:${opts.email}`\n        : \"\";\n    const sources = {\n      gmail: {\n        type: \"gmail\",\n        query: gmailQuery,\n        enabled: true,\n      },\n      version: 1,\n      created: new Date().toISOString(),\n    };\n    fs.writeFileSync(sourcesPath, JSON.stringify(sources, null, 2));\n  }\n\n  return { id, dir };\n}\n\nexport const createCommand = new Command(\"create\")\n  .argument(\"<name>\", \"Customer name\")\n  .option(\"--domain <domain>\", \"Primary domain (for Gmail sync)\")\n  .option(\"--email <email>\", \"Primary contact email\")\n  .action(async (name: string, opts: { domain?: string; email?: string }) => {\n    try {\n      const { id, dir } = await createCustomer({ name, ...opts });\n      console.log(success(`✓ Created customer: ${bold(id)}`));\n      console.log(`  Dir: ${dir}`);\n      console.log(`  Files: main_facts.md, interactions.md, pipeline.md, sources.json`);\n    } catch (err) {\n      console.error(error(`✗ ${(err as Error).message}`));\n      process.exit(1);\n    }\n  });\n","import { Command } from \"commander\";\nimport { readAuditLog, filterAuditLog } from \"../fs/audit-log.js\";\n\nconst SEP = \"─\".repeat(70);\n\nexport async function runAudit(\n  opts: {\n    slug?: string;\n    actor?: string;\n    limit?: number;\n    tail?: boolean;\n  },\n  dataDir?: string\n): Promise<void> {\n  const dir = dataDir ?? process.cwd();\n  const limit = opts.limit ?? 20;\n\n  const allEntries = readAuditLog(dir);\n  const entries = filterAuditLog(allEntries, {\n    ...(opts.slug !== undefined ? { slug: opts.slug } : {}),\n    ...(opts.actor !== undefined ? { actor: opts.actor } : {}),\n    limit,\n  });\n\n  console.log(SEP);\n  console.log(\" DatasynxOpenCRM — Audit Trail\");\n\n  if (opts.slug) console.log(` Customer: ${opts.slug}`);\n  if (opts.actor) console.log(` Actor:    ${opts.actor}`);\n\n  console.log(SEP);\n\n  if (entries.length === 0) {\n    console.log(\" No audit entries found.\");\n    console.log(SEP);\n    return;\n  }\n\n  for (const entry of entries) {\n    console.log(\n      ` ${entry.timestamp}  ${entry.actor.padEnd(12)}  ${entry.tool.padEnd(20)}  ${entry.slug.padEnd(20)}  ${entry.summary}`\n    );\n  }\n\n  console.log(SEP);\n  console.log(` ${entries.length} entr${entries.length === 1 ? \"y\" : \"ies\"} shown`);\n  console.log(SEP);\n}\n\nexport const auditCommand = new Command(\"audit\")\n  .description(\"Show CRM audit trail — who changed what and when\")\n  .option(\"--slug <slug>\", \"Filter by customer slug\")\n  .option(\"--actor <actor>\", \"Filter by actor\")\n  .option(\"--limit <n>\", \"Number of entries to show (default: 20)\", parseInt)\n  .option(\"--tail\", \"Show all new entries (simplified: shows current entries)\")\n  .action((opts: { slug?: string; actor?: string; limit?: number; tail?: boolean }) =>\n    runAudit(opts, process.env[\"DXCRM_DATA_DIR\"])\n  );\n","import { Command } from \"commander\";\nimport fs from \"fs\";\nimport path from \"path\";\nimport { MainFactsSchema } from \"../schemas/main-facts.js\";\nimport { listCustomerSlugs } from \"../fs/customer-dir.js\";\nimport matter from \"gray-matter\";\nimport { success, error, warning, info } from \"../ui/colors.js\";\n\nconst RECOVERABLE_DEFAULTS: Record<string, unknown> = {\n  tags: [],\n  currency: \"EUR\",\n};\n\nexport function applyFix(\n  factsPath: string,\n  content: string,\n  data: Record<string, unknown>\n): { fixed: string[]; content: string } | null {\n  const fixed: string[] = [];\n  const patched = { ...data };\n\n  for (const [field, defaultValue] of Object.entries(RECOVERABLE_DEFAULTS)) {\n    if (patched[field] === undefined || patched[field] === null) {\n      patched[field] = defaultValue;\n      fixed.push(`${field} → ${JSON.stringify(defaultValue)}`);\n    }\n  }\n\n  if (patched[\"updated\"] === undefined && patched[\"created\"]) {\n    patched[\"updated\"] = patched[\"created\"];\n    fixed.push(`updated → ${String(patched[\"created\"])}`);\n  }\n\n  if (fixed.length === 0) return null;\n\n  const parsed = matter(content);\n  const newContent = matter.stringify(parsed.content, patched);\n  fs.writeFileSync(factsPath, newContent);\n  return { fixed, content: newContent };\n}\n\nexport async function runValidate(opts: { fix?: boolean }, dataDir: string): Promise<void> {\n  const customersDir = path.join(dataDir, \"customers\");\n\n  if (!fs.existsSync(customersDir)) {\n    console.log(warning(\"⚠ No customers directory found.\"));\n    return;\n  }\n\n  const slugs = listCustomerSlugs(dataDir);\n\n  let errorCount = 0;\n  let fixedCount = 0;\n\n  for (const slug of slugs) {\n    const factsPath = path.join(customersDir, slug, \"main_facts.md\");\n    const interactionsPath = path.join(customersDir, slug, \"interactions.md\");\n\n    if (!fs.existsSync(factsPath)) {\n      console.log(error(`✗ ${slug}: missing main_facts.md`));\n      errorCount++;\n      continue;\n    }\n\n    try {\n      let content = fs.readFileSync(factsPath, \"utf-8\") as string;\n      const { data } = matter(content);\n\n      if (opts.fix) {\n        const result = applyFix(factsPath, content, data as Record<string, unknown>);\n        if (result) {\n          content = result.content;\n          fixedCount++;\n          console.log(info(`⚙ ${slug}: fixed ${result.fixed.join(\", \")}`));\n        }\n      }\n\n      const { data: refetchedData } = matter(content);\n      MainFactsSchema.parse(refetchedData);\n\n      if (!fs.existsSync(interactionsPath)) {\n        console.log(warning(`⚠ ${slug}: missing interactions.md`));\n      } else {\n        console.log(success(`✓ ${slug}`));\n      }\n    } catch (err) {\n      console.log(error(`✗ ${slug}: ${(err as Error).message}`));\n      errorCount++;\n    }\n  }\n\n  if (opts.fix && fixedCount > 0) {\n    console.log(info(`\\n⚙ Fixed ${fixedCount} customer(s).`));\n  }\n\n  if (errorCount > 0) {\n    console.error(error(`\\n${errorCount} error(s) found.`));\n    process.exit(1);\n  } else {\n    console.log(success(\"\\n✓ All customers valid.\"));\n  }\n}\n\nexport const validateCommand = new Command(\"validate\")\n  .option(\"--fix\", \"Auto-fix recoverable issues\")\n  .action(async (opts: { fix?: boolean }) => {\n    await runValidate(opts, process.env[\"DXCRM_DATA_DIR\"] ?? 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+{"version":3,"file":"index.cjs","names":["ensureCustomerDir","writeMainFacts","Command","success","bold","error","filterAuditLog","readAuditLog","Command","matter","warning","listCustomerSlugs","error","info","success","Command"],"sources":["../src/commands/create.ts","../src/commands/audit.ts","../src/commands/validate.ts","../src/version.ts"],"sourcesContent":["import { Command } from \"commander\";\nimport path from \"path\";\nimport fs from \"fs\";\nimport slugify from \"slug\";\nimport { ensureCustomerDir, writeMainFacts } from \"../fs/customer-dir.js\";\nimport { writeFileAtomic } from \"../fs/atomic-write.js\";\nimport { writeJsonFile } from \"../fs/json-store.js\";\nimport { success, error, bold } from \"../ui/colors.js\";\n\nexport async function createCustomer(opts: {\n  name: string;\n  domain?: string;\n  email?: string;\n  dataDir?: string;\n}): Promise<{ id: string; dir: string }> {\n  const id = slugify(opts.name, { lower: true });\n  const dataDir = opts.dataDir ?? process.env[\"DXCRM_DATA_DIR\"] ?? process.cwd();\n  await ensureCustomerDir(dataDir, id);\n  const dir = path.join(dataDir, \"customers\", id);\n\n  // Write main_facts.md\n  const today = new Date().toISOString().slice(0, 10);\n  await writeMainFacts(dataDir, id, {\n    name: opts.name,\n    domain: opts.domain,\n    email: opts.email,\n    relationship_stage: \"prospect\",\n    tags: [],\n    currency: \"EUR\",\n    created: today,\n    updated: today,\n  });\n\n  // Create interactions.md\n  const interactionsPath = path.join(dir, \"interactions.md\");\n  if (!fs.existsSync(interactionsPath)) {\n    writeFileAtomic(interactionsPath, `# Interactions — ${opts.name}\\n\\n`);\n  }\n\n  // Create pipeline.md\n  const pipelinePath = path.join(dir, \"pipeline.md\");\n  if (!fs.existsSync(pipelinePath)) {\n    writeFileAtomic(\n      pipelinePath,\n      `# Pipeline — ${opts.name}\\n\\n| Deal | Stage | Value | Currency | Probability | Close Date | Updated | Notes |\\n|---|---|---|---|---|---|---|---|\\n`\n    );\n  }\n\n  // Create sources.json\n  const sourcesPath = path.join(dir, \"sources.json\");\n  if (!fs.existsSync(sourcesPath)) {\n    const gmailQuery = opts.domain\n      ? `from:${opts.domain} OR to:${opts.domain}`\n      : opts.email\n        ? `from:${opts.email} OR to:${opts.email}`\n        : \"\";\n    const sources = {\n      gmail: {\n        type: \"gmail\",\n        query: gmailQuery,\n        enabled: true,\n      },\n      version: 1,\n      created: new Date().toISOString(),\n    };\n    writeJsonFile(sourcesPath, sources);\n  }\n\n  return { id, dir };\n}\n\nexport const createCommand = new Command(\"create\")\n  .description(\"Create a new customer\")\n  .argument(\"<name>\", \"Customer name\")\n  .option(\"--domain <domain>\", \"Primary domain (for Gmail sync)\")\n  .option(\"--email <email>\", \"Primary contact email\")\n  .action(async (name: string, opts: { domain?: string; email?: string }) => {\n    try {\n      const { id, dir } = await createCustomer({ name, ...opts });\n      console.log(success(`✓ Created customer: ${bold(id)}`));\n      console.log(`  Dir: ${dir}`);\n      console.log(`  Files: main_facts.md, interactions.md, pipeline.md, sources.json`);\n    } catch (err) {\n      console.error(error(`✗ ${(err as Error).message}`));\n      process.exit(1);\n    }\n  });\n","import { Command } from \"commander\";\nimport { readAuditLog, filterAuditLog } from \"../fs/audit-log.js\";\n\nconst SEP = \"─\".repeat(70);\n\nexport async function runAudit(\n  opts: {\n    slug?: string;\n    actor?: string;\n    limit?: number;\n    tail?: boolean;\n  },\n  dataDir?: string\n): Promise<void> {\n  const dir = dataDir ?? process.cwd();\n  const limit = opts.limit ?? 20;\n\n  const allEntries = readAuditLog(dir);\n  const entries = filterAuditLog(allEntries, {\n    ...(opts.slug !== undefined ? { slug: opts.slug } : {}),\n    ...(opts.actor !== undefined ? { actor: opts.actor } : {}),\n    limit,\n  });\n\n  console.log(SEP);\n  console.log(\" DatasynxOpenCRM — Audit Trail\");\n\n  if (opts.slug) console.log(` Customer: ${opts.slug}`);\n  if (opts.actor) console.log(` Actor:    ${opts.actor}`);\n\n  console.log(SEP);\n\n  if (entries.length === 0) {\n    console.log(\" No audit entries found.\");\n    console.log(SEP);\n    return;\n  }\n\n  for (const entry of entries) {\n    console.log(\n      ` ${entry.timestamp}  ${entry.actor.padEnd(12)}  ${entry.tool.padEnd(20)}  ${entry.slug.padEnd(20)}  ${entry.summary}`\n    );\n  }\n\n  console.log(SEP);\n  console.log(` ${entries.length} entr${entries.length === 1 ? \"y\" : \"ies\"} shown`);\n  console.log(SEP);\n}\n\nexport const auditCommand = new Command(\"audit\")\n  .description(\"Show CRM audit trail — who changed what and when\")\n  .option(\"--slug <slug>\", \"Filter by customer slug\")\n  .option(\"--actor <actor>\", \"Filter by actor\")\n  .option(\"--limit <n>\", \"Number of entries to show (default: 20)\", parseInt)\n  .option(\"--tail\", \"Show all new entries (simplified: shows current entries)\")\n  .action((opts: { slug?: string; actor?: string; limit?: number; tail?: boolean }) =>\n    runAudit(opts, process.env[\"DXCRM_DATA_DIR\"])\n  );\n","import { Command } from \"commander\";\nimport fs from \"fs\";\nimport path from \"path\";\nimport { MainFactsSchema } from \"../schemas/main-facts.js\";\nimport { listCustomerSlugs } from \"../fs/customer-dir.js\";\nimport matter from \"gray-matter\";\nimport { success, error, warning, info } from \"../ui/colors.js\";\n\nconst RECOVERABLE_DEFAULTS: Record<string, unknown> = {\n  tags: [],\n  currency: \"EUR\",\n};\n\nexport function applyFix(\n  factsPath: string,\n  content: string,\n  data: Record<string, unknown>\n): { fixed: string[]; content: string } | null {\n  const fixed: string[] = [];\n  const patched = { ...data };\n\n  for (const [field, defaultValue] of Object.entries(RECOVERABLE_DEFAULTS)) {\n    if (patched[field] === undefined || patched[field] === null) {\n      patched[field] = defaultValue;\n      fixed.push(`${field} → ${JSON.stringify(defaultValue)}`);\n    }\n  }\n\n  if (patched[\"updated\"] === undefined && patched[\"created\"]) {\n    patched[\"updated\"] = patched[\"created\"];\n    fixed.push(`updated → ${String(patched[\"created\"])}`);\n  }\n\n  if (fixed.length === 0) return null;\n\n  const parsed = matter(content);\n  const newContent = matter.stringify(parsed.content, patched);\n  fs.writeFileSync(factsPath, newContent);\n  return { fixed, content: newContent };\n}\n\nexport async function runValidate(opts: { fix?: boolean }, dataDir: string): Promise<void> {\n  const customersDir = path.join(dataDir, \"customers\");\n\n  if (!fs.existsSync(customersDir)) {\n    console.log(warning(\"⚠ No customers directory found.\"));\n    return;\n  }\n\n  const slugs = listCustomerSlugs(dataDir);\n\n  let errorCount = 0;\n  let fixedCount = 0;\n\n  for (const slug of slugs) {\n    const factsPath = path.join(customersDir, slug, \"main_facts.md\");\n    const interactionsPath = path.join(customersDir, slug, \"interactions.md\");\n\n    if (!fs.existsSync(factsPath)) {\n      console.log(error(`✗ ${slug}: missing main_facts.md`));\n      errorCount++;\n      continue;\n    }\n\n    try {\n      let content = fs.readFileSync(factsPath, \"utf-8\") as string;\n      let parsed = matter(content);\n\n      if (opts.fix) {\n        const result = applyFix(factsPath, content, parsed.data as Record<string, unknown>);\n        if (result) {\n          content = result.content;\n          parsed = matter(content); // only re-parse when a fix actually rewrote content\n          fixedCount++;\n          console.log(info(`⚙ ${slug}: fixed ${result.fixed.join(\", \")}`));\n        }\n      }\n\n      MainFactsSchema.parse(parsed.data);\n\n      if (!fs.existsSync(interactionsPath)) {\n        console.log(warning(`⚠ ${slug}: missing interactions.md`));\n      } else {\n        console.log(success(`✓ ${slug}`));\n      }\n    } catch (err) {\n      console.log(error(`✗ ${slug}: ${(err as Error).message}`));\n      errorCount++;\n    }\n  }\n\n  if (opts.fix && fixedCount > 0) {\n    console.log(info(`\\n⚙ Fixed ${fixedCount} customer(s).`));\n  }\n\n  if (errorCount > 0) {\n    console.error(error(`\\n${errorCount} error(s) found.`));\n    process.exit(1);\n  } else {\n    console.log(success(\"\\n✓ All customers valid.\"));\n  }\n}\n\nexport const validateCommand = new Command(\"validate\")\n  .description(\"Validate all customer data against schemas\")\n  .option(\"--fix\", \"Auto-fix recoverable issues\")\n  .action(async (opts: { fix?: boolean }) => {\n    await runValidate(opts, process.env[\"DXCRM_DATA_DIR\"] ?? 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package/dist/index.d.cts

@@ -95,12 +95,12 @@ declare const MainFactsSchema: z.ZodObject<{
   created: z.ZodEffects<z.ZodString, string, unknown>;
   updated: z.ZodEffects<z.ZodString, string, unknown>;
 }, "strip", z.ZodTypeAny, {
-  created: string;
   name: string;
-  relationship_stage: "prospect" | "active" | "churned" | "paused";
   currency: string;
-  tags: string[];
   updated: string;
+  created: string;
+  relationship_stage: "prospect" | "active" | "churned" | "paused";
+  tags: string[];
   domain?: string | undefined;
   email?: string | undefined;
   phone?: string | undefined;
@@ -111,17 +111,17 @@ declare const MainFactsSchema: z.ZodObject<{
 }, {
   name: string;
   relationship_stage: "prospect" | "active" | "churned" | "paused";
+  currency?: string | undefined;
+  updated?: unknown;
   created?: unknown;
   domain?: string | undefined;
   email?: string | undefined;
   phone?: string | undefined;
   industry?: string | undefined;
   deal_value?: number | undefined;
-  currency?: string | undefined;
   primary_contact?: string | undefined;
   timezone?: string | undefined;
   tags?: string[] | undefined;
-  updated?: unknown;
 }>;
 type MainFacts = z.infer<typeof MainFactsSchema>;
 //# sourceMappingURL=main-facts.d.ts.map
@@ -135,11 +135,13 @@ declare const InteractionEntrySchema: z.ZodObject<{
   subject: z.ZodOptional<z.ZodString>;
   summary: z.ZodString;
   nextSteps: z.ZodDefault<z.ZodArray<z.ZodString, "many">>;
+  /** Relative links (from the customer dir) to converted attachment Markdown. */
+  attachments: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
   sourceRef: z.ZodString;
   synced: z.ZodString;
 }, "strip", z.ZodTypeAny, {
-  date: string;
   type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
+  date: string;
   with: string;
   summary: string;
   nextSteps: string[];
@@ -147,9 +149,10 @@ declare const InteractionEntrySchema: z.ZodObject<{
   synced: string;
   direction?: "inbound" | "outbound" | undefined;
   subject?: string | undefined;
+  attachments?: string[] | undefined;
 }, {
-  date: string;
   type: "Email" | "Call" | "Meeting" | "Note" | "Demo" | "Proposal" | "Contract" | "Other";
+  date: string;
   with: string;
   summary: string;
   sourceRef: string;
@@ -157,6 +160,7 @@ declare const InteractionEntrySchema: z.ZodObject<{
   direction?: "inbound" | "outbound" | undefined;
   subject?: string | undefined;
   nextSteps?: string[] | undefined;
+  attachments?: string[] | undefined;
 }>;
 type InteractionEntry = z.infer<typeof InteractionEntrySchema>;
 //# sourceMappingURL=interaction.d.ts.map
@@ -173,17 +177,17 @@ declare const PipelineDealSchema: z.ZodObject<{
   updated: z.ZodString;
 }, "strip", z.ZodTypeAny, {
   name: string;
+  stage: "lead" | "qualified" | "proposal" | "negotiation" | "won" | "lost";
   currency: string;
   updated: string;
-  stage: "lead" | "qualified" | "proposal" | "negotiation" | "won" | "lost";
   value?: number | undefined;
   probability?: number | undefined;
   close_date?: string | undefined;
   notes?: string | undefined;
 }, {
   name: string;
-  updated: string;
   stage: "lead" | "qualified" | "proposal" | "negotiation" | "won" | "lost";
+  updated: string;
   value?: number | undefined;
   currency?: string | undefined;
   probability?: number | undefined;
@@ -341,9 +345,9 @@ declare const KbArticleSchema: z.ZodObject<{
   updatedAt: z.ZodString;
   sourceTicketId: z.ZodOptional<z.ZodString>;
 }, "strip", z.ZodTypeAny, {
-  tags: string[];
   id: string;
   title: string;
+  tags: string[];
   createdAt: string;
   category: string;
   public: boolean;
@@ -515,7 +519,11 @@ interface RbacConfig {
 declare function getRbacConfig(dataDir: string): RbacConfig;
 declare function getRole(dataDir: string, actor: string): Role;
 declare function canSeeCustomer(dataDir: string, actor: string, slug: string): boolean;
-/** Load the field-level ACL (field → allowed roles) from rbac.json. */
+/**
+ * Build a once-loaded predicate for which customers `actor` may see. Equivalent
+ * to calling canSeeCustomer per slug, but reads/parses rbac.json a single time
+ * (and uses O(1) Set membership) — for hot loops like list_customers.
+ */
 //#endregion
 //#region src/core/session-store.d.ts
 interface Session {
@@ -535,4 +543,4 @@ declare const VERSION = "0.1.0";
 
 //#endregion
 export { type GlobalSources, type InteractionEntry, type KbArticle, type MainFacts, type PipelineDeal, type QuoteLineItem, type Quote as QuoteRecord, type SurveyDefinition, type SurveyResponse, type TicketPriority, type Ticket as TicketRecord, type TicketStatus, VERSION, canSeeCustomer, clearSession, createCustomer, customerExists, filterAuditLog, getRbacConfig, getRole, getSession, readAuditLog, readMainFacts, runAudit, runBackup, runValidate, setSession };
-//# sourceMappingURL=index-YqwMd6aQ.d.cts.map
+//# sourceMappingURL=index-BAutNcAT.d.cts.map

package/dist/index.d.cts.map

@@ -1 +1 @@
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