@datasynx/agentic-crm 1.5.0 → 1.7.0

package/dist/cli.js

@@ -5,7 +5,7 @@ import { i as writeJsonFile } from "./json-store-WWsFzXub.js";
 import { a as warning, i as success, n as error, r as info, t as bold } from "./colors-BG07TZQz.js";
 import { n as getSession } from "./session-store-CEa39Dxs.js";
 import { i as sessionCommand, r as readAllSessions } from "./session-BgGDyP2C.js";
-import { a as searchKbSimple, i as listKbArticles, n as getKbArticle, o as writeKbArticle, s as CAPABILITIES_TEXT, t as deleteKbArticle } from "./knowledge-base-Bx2PKQR2.js";
+import { a as searchKbSimple, i as listKbArticles, n as getKbArticle, o as writeKbArticle, s as CAPABILITIES_TEXT, t as deleteKbArticle } from "./knowledge-base-Cc0niBFf.js";
 import { a as restoreCommand, t as backupCommand } from "./backup-CTlIxUdO.js";
 import { n as readSyncState } from "./sync-state-DMZgzpez.js";
 import { n as readUnmatched } from "./unmatched-transcripts-DC-VQ9YS.js";
@@ -23,6 +23,7 @@ import { n as listQuotes, r as readQuote, t as generateQuote } from "./quote-gen
 import { i as upsertTicket, n as nextTicketId, r as readTickets, t as listAllTickets } from "./ticket-writer-a9on36Wb.js";
 import { i as loadSlaRules, t as calcSlaDue } from "./sla-engine-O-A1ntu_.js";
 import { a as listSurveys, d as writeSurvey, i as getSurvey, l as savePendingSurvey, n as calcNpsScore, o as loadSurveyResponses, r as generateSurveyToken } from "./survey-engine-DngXBv47.js";
+import { i as resolveAccountConfig, n as imapConfigFromEnv } from "./mailbox-config-Dn2xTn9N.js";
 import { Command } from "commander";
 import path from "path";
 import fs from "fs";
@@ -241,14 +242,14 @@ mcpCommand.command("start").description("Start MCP server (stdio by default)").o
 	if (opts.http) {
 		const port = parseInt(opts.port, 10);
 		console.error(info(`Starting MCP server in HTTP mode on port ${port}...`));
-		const { startHttp } = await import("./server-uqXUhF4H.js");
+		const { startHttp } = await import("./server-BbInMUgp.js");
 		await startHttp(port);
 	} else {
-		const { startStdio } = await import("./server-uqXUhF4H.js");
+		const { startStdio } = await import("./server-BbInMUgp.js");
 		await startStdio();
 	}
 });
-const TOOL_COUNT = 58;
+const TOOL_COUNT = 59;
 /** Claude Code: CLAUDE.md in CRM dataDir */
 function buildClaudeMd(dataDir) {
 	return `# DatasynxOpenCRM v2 — Agent Instructions (${TOOL_COUNT} MCP Tools)
@@ -376,6 +377,7 @@ It combines graph, health, revenue simulation, playbook, and org intelligence in
 - \`get_audit_log({ slug?, actor?, limit? })\` — read append-only audit log of all write operations
 - \`get_logs({ level?, component?, since?, contains?, limit?, summary? })\` — query/aggregate the structured application log
 - \`get_diagnostics({ fix? })\` — self-diagnostic health check (data integrity, temp files, log errors, backups)
+- \`get_pipeline_changes({ since?, days? })\` — pipeline time-travel: what changed (won/lost/moved/value) since a date
 
 ### Custom Objects (Platform / metadata)
 - \`define_custom_object({ name, label?, fields })\` — define a runtime entity type with typed fields (no migration), admin
@@ -637,7 +639,7 @@ create_ticket · update_ticket · list_tickets · close_ticket ·
 send_nps_survey · get_survey_results ·
 search_knowledge_base · create_kb_article ·
 backup_now · list_backups ·
-trigger_sync · get_audit_log · get_logs · get_diagnostics ·
+trigger_sync · get_audit_log · get_logs · get_diagnostics · get_pipeline_changes ·
 define_custom_object · create_record · list_records · list_custom_objects
 
 ## Data: ${dataDir}`.trim();
@@ -2902,14 +2904,14 @@ function buildQuery(opts) {
 		limit: opts.limit ?? 50
 	};
 }
-function dataDir$18() {
+function dataDir$19() {
 	return process.env["DXCRM_DATA_DIR"] ?? process.cwd();
 }
 const logsCommand = new Command("logs").description("View and analyze the structured application log").option("--level <level>", "Minimum level: debug | info | warn | error").option("--component <name>", "Filter by component (e.g. gmail-sync, lancedb)").option("--since <iso>", "Only entries at or after this ISO timestamp").option("--contains <text>", "Filter by message substring").option("--limit <n>", "Max entries to show (default: 50)", parseInt).option("--summary", "Show aggregated counts (by level + component) instead of entries").action(async (opts) => {
 	const query = buildQuery(opts);
 	if (opts.summary) {
 		const { summarizeLogs } = await import("./logger-vKQS34w9.js");
-		const s = summarizeLogs(dataDir$18(), query);
+		const s = summarizeLogs(dataDir$19(), query);
 		console.log(bold(`Logs — ${s.total} entr${s.total === 1 ? "y" : "ies"}`));
 		if (s.firstTs) console.log(info(`  ${s.firstTs} → ${s.lastTs}`));
 		console.log("  By level:");
@@ -2926,7 +2928,7 @@ const logsCommand = new Command("logs").description("View and analyze the struct
 		return;
 	}
 	const { queryLogs } = await import("./logger-vKQS34w9.js");
-	const entries = queryLogs(dataDir$18(), query);
+	const entries = queryLogs(dataDir$19(), query);
 	if (entries.length === 0) {
 		console.log(success("No matching log entries."));
 		return;
@@ -2938,7 +2940,7 @@ const logsCommand = new Command("logs").description("View and analyze the struct
 });
 //#endregion
 //#region src/commands/doctor.ts
-function dataDir$17() {
+function dataDir$18() {
 	return process.env["DXCRM_DATA_DIR"] ?? process.cwd();
 }
 function icon(status) {
@@ -2949,10 +2951,10 @@ function icon(status) {
 const doctorCommand = new Command("doctor").description("Run self-diagnostics: data integrity, temp files, log errors, backup freshness").option("--fix", "Clean up safely-fixable issues (orphaned temp files)").action(async (opts) => {
 	const { runDiagnostics, cleanupTempFiles } = await import("./doctor-CYDaNmFn.js");
 	if (opts.fix) {
-		const removed = cleanupTempFiles(dataDir$17());
+		const removed = cleanupTempFiles(dataDir$18());
 		console.log(removed.length > 0 ? success(`Removed ${removed.length} orphaned temp file(s).`) : warning("Nothing to fix."));
 	}
-	const report = await runDiagnostics(dataDir$17());
+	const report = await runDiagnostics(dataDir$18());
 	console.log(bold("dxcrm doctor"));
 	for (const c of report.checks) console.log(`  ${icon(c.status)} ${c.name.padEnd(16)} ${c.detail}`);
 	if (report.ok) {
@@ -2964,6 +2966,59 @@ const doctorCommand = new Command("doctor").description("Run self-diagnostics: d
 	}
 });
 //#endregion
+//#region src/commands/pipeline.ts
+function dataDir$17() {
+	return process.env["DXCRM_DATA_DIR"] ?? process.cwd();
+}
+function daysAgoIso(days) {
+	return (/* @__PURE__ */ new Date(Date.now() - days * 864e5)).toISOString().slice(0, 10);
+}
+const pipelineCommand = new Command("pipeline").description("Pipeline time-travel: daily snapshots and 'what changed?' diffs");
+pipelineCommand.command("snapshot").description("Capture a snapshot of the current pipeline across all customers").action(async () => {
+	const { takeSnapshot } = await import("./snapshots-B6aOhoXs.js");
+	const snap = takeSnapshot(dataDir$17());
+	console.log(success(`Snapshot ${snap.id} taken — ${snap.deals.length} deal(s).`));
+});
+pipelineCommand.command("list").description("List available pipeline snapshots").action(async () => {
+	const { listSnapshots } = await import("./snapshots-B6aOhoXs.js");
+	const snaps = listSnapshots(dataDir$17());
+	if (snaps.length === 0) {
+		console.log(info("No snapshots yet. Run 'dxcrm pipeline snapshot' (or let the daemon take daily ones)."));
+		return;
+	}
+	for (const s of snaps) console.log(`${s.id}  ${String(s.dealCount).padStart(4)} deals  open €${s.openValue.toLocaleString()}`);
+});
+pipelineCommand.command("changes").description("Show what changed in the pipeline since a date (default: 7 days ago)").option("--since <YYYY-MM-DD>", "Baseline date (default: 7 days ago)").action(async (opts) => {
+	const since = opts.since ?? daysAgoIso(7);
+	const { diffAgainstNow } = await import("./snapshots-B6aOhoXs.js");
+	const diff = diffAgainstNow(dataDir$17(), since);
+	if (!diff) {
+		console.log(warning(`No snapshot at or before ${since}. Take snapshots first (or wait for the daemon).`));
+		return;
+	}
+	console.log(bold(`Pipeline changes since ${diff.fromId}`));
+	const line = (label, n) => `  ${label.padEnd(16)} ${n}`;
+	console.log(success(line("Won", diff.won.length)));
+	console.log(error(line("Lost", diff.lost.length)));
+	console.log(line("New deals", diff.added.length));
+	console.log(line("Removed", diff.removed.length));
+	console.log(line("Stage moves", diff.advanced.length));
+	console.log(line("Value changes", diff.valueChanged.length));
+	const delta = diff.openValueDelta;
+	const deltaStr = `${delta >= 0 ? "+" : ""}€${delta.toLocaleString()}`;
+	console.log(`  ${"Open value".padEnd(16)} €${diff.openValueAfter.toLocaleString()} (${delta >= 0 ? success(deltaStr) : error(deltaStr)})`);
+	if (diff.won.length) console.log(success(`\nWon: ${diff.won.map((d) => d.name).join(", ")}`));
+	if (diff.lost.length) console.log(error(`Lost: ${diff.lost.map((d) => d.name).join(", ")}`));
+	if (diff.advanced.length) {
+		console.log(info("\nStage moves:"));
+		for (const m of diff.advanced) console.log(`  ${m.slug}/${m.name}: ${m.from} → ${m.to}`);
+	}
+	if (diff.added.length) {
+		console.log(info("\nNew deals:"));
+		for (const d of diff.added) console.log(`  ${d.slug}/${d.name}`);
+	}
+});
+//#endregion
 //#region src/commands/rbac.ts
 const ROLES = [
 	"admin",
@@ -4428,68 +4483,6 @@ complianceCommand.command("status", { isDefault: true }).description("Show the a
 });
 //#endregion
 //#region src/commands/mailbox.ts
-/** Default IMAP endpoints for OAuth providers. */
-const PROVIDER_IMAP_HOST = {
-	gmail: {
-		host: "imap.gmail.com",
-		port: 993
-	},
-	microsoft: {
-		host: "outlook.office365.com",
-		port: 993
-	}
-};
-/** Read IMAP mailbox connection settings from the environment. */
-function imapConfigFromEnv(env = process.env) {
-	const host = env["DXCRM_IMAP_HOST"];
-	const user = env["DXCRM_IMAP_USER"];
-	const pass = env["DXCRM_IMAP_PASS"];
-	const accessToken = env["DXCRM_IMAP_TOKEN"];
-	if (!host || !user || !pass && !accessToken) return null;
-	return {
-		host,
-		port: env["DXCRM_IMAP_PORT"] ? Number(env["DXCRM_IMAP_PORT"]) : 993,
-		secure: env["DXCRM_IMAP_SECURE"] !== "false",
-		mailbox: env["DXCRM_IMAP_MAILBOX"] ?? "INBOX",
-		auth: accessToken ? {
-			user,
-			accessToken
-		} : {
-			user,
-			pass
-		}
-	};
-}
-/** Parse a "provider:user" account string. */
-function parseAccount(account) {
-	const idx = account.indexOf(":");
-	if (idx < 0) return null;
-	const provider = account.slice(0, idx);
-	const user = account.slice(idx + 1);
-	if (provider !== "gmail" && provider !== "microsoft" || !user) return null;
-	return {
-		provider,
-		user
-	};
-}
-/** Build an IMAP config for a stored OAuth account, refreshing the token if needed. */
-async function resolveAccountConfig(dataDir, account, env = process.env, mailbox) {
-	const parsed = parseAccount(account);
-	if (!parsed) throw new Error(`Invalid --account '${account}'. Use 'gmail:you@gmail.com' or 'microsoft:you@org.com'.`);
-	const { getFreshAccessToken } = await import("./token-resolver-BRLOmRvF.js");
-	const accessToken = await getFreshAccessToken(dataDir, parsed.provider, parsed.user, { env });
-	const { host, port } = PROVIDER_IMAP_HOST[parsed.provider];
-	return {
-		host,
-		port,
-		secure: true,
-		mailbox: mailbox ?? env["DXCRM_IMAP_MAILBOX"] ?? "INBOX",
-		auth: {
-			user: parsed.user,
-			accessToken
-		}
-	};
-}
 /**
 * Sync an IMAP mailbox (any provider). With a slug, all mail goes to that one
 * customer; without, mail is auto-routed to customers by sender/recipient
@@ -4511,7 +4504,7 @@ async function runMailboxSync(opts) {
 		console.error(error(msg));
 		return { error: msg };
 	}
-	const { syncImapMailbox } = await import("./imap-o6PRuBvm.js");
+	const { syncImapMailbox } = await import("./imap-DzeqMdZ3.js");
 	const result = await syncImapMailbox({
 		dataDir: opts.dataDir,
 		config,
@@ -4543,7 +4536,7 @@ async function runLogin(provider, user) {
 			return;
 		}
 		const account = user ?? (await ask("Gmail address: ")).trim();
-		const { runGmailLogin } = await import("./login-CYgla6-A.js");
+		const { runGmailLogin } = await import("./login-yt9OOQQk.js");
 		await runGmailLogin({
 			dataDir,
 			clientId,
@@ -4563,7 +4556,7 @@ async function runLogin(provider, user) {
 		}
 		const tenant = process.env["DXCRM_MS_TENANT"] ?? "common";
 		const account = user ?? (await ask("Outlook/Microsoft address: ")).trim();
-		const { runMicrosoftLogin } = await import("./login-CYgla6-A.js");
+		const { runMicrosoftLogin } = await import("./login-yt9OOQQk.js");
 		await runMicrosoftLogin({
 			dataDir,
 			clientId,
@@ -4612,6 +4605,7 @@ const ALL_COMMANDS = [
 	auditCommand,
 	logsCommand,
 	doctorCommand,
+	pipelineCommand,
 	rbacCommand,
 	gdprCommand,
 	securityReportCommand,