@datasynx/agentic-crm 1.0.0 → 1.1.0

package/dist/mcp.js

@@ -2,7 +2,7 @@ import { t as __exportAll } from "./rolldown-runtime-D7D4PA-g.js";
 import { A as writeMainFacts, C as writeJsonArray, D as ensureCustomerDir, E as customerExists, M as isSafePathSegment, O as listCustomerSlugs, S as readJsonFile, T as assertSafeSlug, a as customerVisibility, d as readAuditLog, f as writeAuditEntry, h as runBackup, i as canSeeCustomer, j as assertSafePathSegment, k as readMainFacts, l as filterAuditLog, m as readBackupLog, n as getSession, o as enforceRbac, p as listBackupsInDir, u as getActor, w as writeJsonFile, x as readJsonArray } from "./session-store-DWxJ5Pof.js";
 import { t as writeFileAtomic } from "./atomic-write-8yjqqLtS.js";
 import { t as withFileQueue } from "./write-queue-IbsAjUnh.js";
-import { n as formatInteractionEntry, t as appendInteraction } from "./interactions-writer-BZzUIgJd.js";
+import { n as formatInteractionEntry, t as appendInteraction } from "./interactions-writer-ZQcpFOh9.js";
 import { n as queryLogs, r as summarizeLogs, t as logger } from "./logger-UaF5p9d1.js";
 import { i as upsertDeal, n as readPipeline, r as readPipelineSync } from "./pipeline-writer-rDj-ni6q.js";
 import { i as guardIsoDate, t as callLlm } from "./llm-BnSUBisu.js";
@@ -398,7 +398,7 @@ Config: \`.agentic/rbac.json\` | Actor: \`DXCRM_ACTOR\` env var
 | log_interaction | Write a new interaction entry (call, email, meeting, note) — immediately searchable | rep+ |
 | update_deal | Create or update a deal in pipeline.md — upserts by deal name | rep+ |
 | update_customer_facts | Update fields in customer profile (domain, contact, stage, tags) | admin |
-| export_customer | Export all customer data as JSON or Markdown | admin |
+| export_customer | Export all customer data (incl. attachment contents) as JSON or Markdown | admin |
 | get_deal_health | Score deal health 0–100 (A–F grade) based on activity, velocity, close date, probability | any |
 | get_pipeline_forecast | Aggregate weighted pipeline revenue across all customers grouped by stage | any |
 | get_pipeline_stages | List all configured pipeline stages (defaults: lead, qualified, proposal, negotiation, won, lost) | any |
@@ -532,12 +532,14 @@ RBAC: admin
 - Input: slug (required) + any combination of the optional fields
 - Returns: { success: boolean, facts: object }
 
-### export_customer({ slug, format? })
-Export all customer data (main_facts + interactions count + pipeline + attachments list).
+### export_customer({ slug, format?, includeAttachmentContent? })
+Export all customer data (main_facts + interactions + pipeline + attachments).
+Set includeAttachmentContent to inline every attachment's converted Markdown —
+a single sendable bundle of all conversations and documents for the customer.
 RBAC: admin
-- Input: { slug: string, format?: "json" | "markdown" (default "json") }
-- Returns (JSON): { slug, exportedAt, mainFacts, interactionsCount, pipeline, attachments }
-- Returns (Markdown): Formatted document with all sections
+- Input: { slug: string, format?: "json" | "markdown" (default "json"), includeAttachmentContent?: boolean (default false) }
+- Returns (JSON): { slug, exportedAt, mainFacts, interactionsCount, pipeline, attachments[, attachmentContents] }
+- Returns (Markdown): Formatted document with all sections (and attachment contents when requested)
 
 ### get_deal_health({ slug })
 Score the health of all deals for a customer based on activity recency, stage velocity,
@@ -1432,7 +1434,7 @@ function triggerOnQuerySync(dataDir, slug) {
 		const sources = JSON.parse(fs.readFileSync(sourcesPath, "utf-8"));
 		if (!sources.gmail?.enabled || !sources.gmail.query) return;
 		const query = sources.gmail.query;
-		import("./gmail-sync-C-NmibzS.js").then(({ syncGmail }) => syncGmail({
+		import("./gmail-sync-DIbrPnTK.js").then(({ syncGmail }) => syncGmail({
 			slug,
 			dataDir,
 			auth,
@@ -2371,14 +2373,27 @@ async function handleExportCustomer(input, dataDir = DATA_DIR$47) {
 		interactionsCount = countInteractions(interactionsContent);
 	}
 	const pipeline = await readPipeline(dataDir, input.slug);
+	const includeAttachmentContent = input.includeAttachmentContent ?? false;
 	const attachmentsDir = path.join(customerDir, "attachments");
 	const attachments = [];
+	const attachmentContents = {};
 	if (fs.existsSync(attachmentsDir)) try {
 		const files = fs.readdirSync(attachmentsDir);
 		for (const f of files) try {
-			if (fs.statSync(path.join(attachmentsDir, f)).isFile()) attachments.push(f);
+			if (!fs.statSync(path.join(attachmentsDir, f)).isFile()) continue;
+			attachments.push(f);
+			if (includeAttachmentContent && f.endsWith(".md")) attachmentContents[f] = fs.readFileSync(path.join(attachmentsDir, f), "utf-8");
 		} catch {}
 	} catch {}
+	const attachmentContentSection = () => {
+		const entries = Object.entries(attachmentContents);
+		if (!includeAttachmentContent || entries.length === 0) return [];
+		return [
+			"",
+			`## Attachment Contents (${entries.length})`,
+			...entries.map(([name, content]) => `\n### ${name}\n\n${content.trim()}`)
+		];
+	};
 	if (format === "markdown") return { content: [{
 		type: "text",
 		text: [
@@ -2397,7 +2412,8 @@ async function handleExportCustomer(input, dataDir = DATA_DIR$47) {
 			pipeline.length > 0 ? pipeline.map((d) => `- **${d.name}** · ${d.stage}${d.value !== void 0 ? ` · €${d.value}` : ""}${d.close_date ? ` · close: ${d.close_date}` : ""}`).join("\n") : "(no deals)",
 			"",
 			`## Attachments (${attachments.length})`,
-			attachments.length > 0 ? attachments.map((f) => `- ${f}`).join("\n") : "(none)"
+			attachments.length > 0 ? attachments.map((f) => `- ${f}`).join("\n") : "(none)",
+			...attachmentContentSection()
 		].join("\n")
 	}] };
 	const exported = {
@@ -2406,7 +2422,8 @@ async function handleExportCustomer(input, dataDir = DATA_DIR$47) {
 		mainFacts,
 		interactionsCount,
 		pipeline,
-		attachments
+		attachments,
+		...includeAttachmentContent ? { attachmentContents } : {}
 	};
 	return { content: [{
 		type: "text",
@@ -2416,23 +2433,28 @@ async function handleExportCustomer(input, dataDir = DATA_DIR$47) {
 function registerExportCustomer(server) {
 	server.registerTool("export_customer", {
 		title: "Export Customer",
-		description: `Export all customer data (main_facts + interactions count + pipeline deals).
-Useful for reporting, audits, or creating backups.
+		description: `Export all customer data (main_facts + interactions + pipeline deals + attachments).
+Useful for reporting, audits, handoffs, or creating a complete sendable bundle
+of every conversation and document for a customer.
 
 Args:
   slug: Customer ID (e.g. "acme-corp")
   format: Output format — "json" (default) or "markdown"
+  includeAttachmentContent: Inline the converted Markdown of every attachment
+    (default false). Use this to produce a single self-contained bundle.
 
 Returns:
-  JSON: { slug, exportedAt, mainFacts, interactionsCount, pipeline }
-  Markdown: Formatted document with all sections`,
+  JSON: { slug, exportedAt, mainFacts, interactionsCount, pipeline, attachments[, attachmentContents] }
+  Markdown: Formatted document with all sections (and attachment contents when requested)`,
 		inputSchema: z.object({
 			slug: z.string().describe("Customer slug (e.g. 'acme-corp')"),
-			format: z.enum(["json", "markdown"]).optional().describe("Output format: 'json' (default) or 'markdown'")
+			format: z.enum(["json", "markdown"]).optional().describe("Output format: 'json' (default) or 'markdown'"),
+			includeAttachmentContent: z.boolean().optional().describe("Inline converted attachment Markdown into the export (default false)")
 		})
-	}, async ({ slug, format }) => handleExportCustomer({
+	}, async ({ slug, format, includeAttachmentContent }) => handleExportCustomer({
 		slug,
-		...format !== void 0 ? { format } : {}
+		...format !== void 0 ? { format } : {},
+		...includeAttachmentContent !== void 0 ? { includeAttachmentContent } : {}
 	}));
 }
 //#endregion
@@ -3541,7 +3563,7 @@ async function executeAction(action, dataDir) {
 	if (!slug) return "skipped";
 	switch (action.type) {
 		case "log_interaction": {
-			const { appendInteraction } = await import("./interactions-writer-BZzUIgJd.js").then((n) => n.r);
+			const { appendInteraction } = await import("./interactions-writer-ZQcpFOh9.js").then((n) => n.r);
 			await appendInteraction(dataDir, slug, {
 				date: (/* @__PURE__ */ new Date()).toISOString().slice(0, 10),
 				type: action.payload["type"] ?? "Note",
@@ -3554,7 +3576,7 @@ async function executeAction(action, dataDir) {
 			return "executed";
 		}
 		case "schedule_meeting": {
-			const { appendInteraction } = await import("./interactions-writer-BZzUIgJd.js").then((n) => n.r);
+			const { appendInteraction } = await import("./interactions-writer-ZQcpFOh9.js").then((n) => n.r);
 			await appendInteraction(dataDir, slug, {
 				date: (/* @__PURE__ */ new Date()).toISOString().slice(0, 10),
 				type: "Note",
@@ -6691,7 +6713,7 @@ async function handleTriggerSync(input, dataDir = DATA_DIR$4) {
 		try {
 			const sources = JSON.parse(fs.readFileSync(sourcesPath, "utf-8"));
 			if (!sources.gmail?.enabled || !sources.gmail.query) continue;
-			const { syncGmail } = await import("./gmail-sync-C-NmibzS.js");
+			const { syncGmail } = await import("./gmail-sync-DIbrPnTK.js");
 			const result = await syncGmail({
 				slug,
 				dataDir,
@@ -6949,7 +6971,7 @@ function registerResources(server, dataDir = DATA_DIR$1) {
 		description: "Newest-first interaction history for a customer",
 		mimeType: "text/markdown"
 	}, async (uri, variables) => {
-		const { readInteractions } = await import("./interactions-writer-BZzUIgJd.js").then((n) => n.r);
+		const { readInteractions } = await import("./interactions-writer-ZQcpFOh9.js").then((n) => n.r);
 		const text = await readInteractions(dataDir, String(variables["slug"]));
 		return { contents: [{
 			uri: uri.href,