@datasynx/agentic-crm 1.8.0 → 1.9.0

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-Byo0zwM5.js";
+import { a as searchKbSimple, i as listKbArticles, n as getKbArticle, o as writeKbArticle, s as CAPABILITIES_TEXT, t as deleteKbArticle } from "./knowledge-base-yo-BLUcB.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";
@@ -23,7 +23,8 @@ 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 { i as resolveAccountConfig, n as imapConfigFromEnv, r as parseAccount } from "./mailbox-config-trjLPHPG.js";
+import { i as removeMailboxToken, n as listMailboxTokens, t as isTokenExpired } from "./token-store-BPDwePNT.js";
 import { Command } from "commander";
 import path from "path";
 import fs from "fs";
@@ -242,14 +243,14 @@ 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 ${port}...`));
-		const { startHttp } = await import("./server-C0XkJQBo.js");
+		const { startHttp } = await import("./server-DAcwmRPE.js");
 		await startHttp(port);
 	} else {
-		const { startStdio } = await import("./server-C0XkJQBo.js");
+		const { startStdio } = await import("./server-DAcwmRPE.js");
 		await startStdio();
 	}
 });
-const TOOL_COUNT = 60;
+const TOOL_COUNT = 61;
 /** Claude Code: CLAUDE.md in CRM dataDir */
 function buildClaudeMd(dataDir) {
 	return `# DatasynxOpenCRM v2 — Agent Instructions (${TOOL_COUNT} MCP Tools)
@@ -379,6 +380,7 @@ It combines graph, health, revenue simulation, playbook, and org intelligence in
 - \`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
 - \`get_pipeline_velocity({ stalledDays? })\` — stage dwell times, sales cycle, and stalled deals from snapshot history
+- \`get_pipeline_funnel()\` — conversion funnel & win rate: where deals leak out of the pipeline
 
 ### Custom Objects (Platform / metadata)
 - \`define_custom_object({ name, label?, fields })\` — define a runtime entity type with typed fields (no migration), admin
@@ -641,7 +643,7 @@ 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 ·
-get_pipeline_changes · get_pipeline_velocity ·
+get_pipeline_changes · get_pipeline_velocity · get_pipeline_funnel ·
 define_custom_object · create_record · list_records · list_custom_objects
 
 ## Data: ${dataDir}`.trim();
@@ -1846,6 +1848,12 @@ async function runStatus(opts, dataDir) {
 	const daemonLine = daemon.running ? success(`running (PID ${daemon.pid})`) : error("not running");
 	console.log(` Daemon:     ${daemonLine}`);
 	console.log(` Customers:  ${slugs.length} active`);
+	const { listMailboxTokens, isTokenExpired } = await import("./token-store-D3HCeXmE.js");
+	const mailboxTokens = listMailboxTokens(dir);
+	if (mailboxTokens.length > 0) {
+		const valid = mailboxTokens.filter((t) => !isTokenExpired(t)).length;
+		console.log(` Mailboxes:  ${mailboxTokens.length} linked (${valid} valid)`);
+	}
 	const session = getSession() ?? readAllSessions(dir)[0] ?? null;
 	if (session) {
 		const ownerPart = session.owner ? ` [${session.owner}]` : "";
@@ -3048,6 +3056,26 @@ pipelineCommand.command("velocity").description("Stage dwell times, sales cycle,
 		for (const d of report.stalledDeals) console.log(`  ${d.slug}/${d.name}: ${d.stage}, ${d.daysInStage}d  €${d.value.toLocaleString()}`);
 	} else console.log(success(`\nNo stalled deals (threshold ${report.stalledThresholdDays}d).`));
 });
+pipelineCommand.command("funnel").description("Conversion funnel & win rate: where deals leak out of the pipeline").action(async () => {
+	const { analyzeFunnel } = await import("./funnel-CJ7fy7hG.js");
+	const report = analyzeFunnel(dataDir$17());
+	if (report.snapshotCount === 0) {
+		console.log(info("No snapshots yet. Run 'dxcrm pipeline snapshot' (or let the daemon take daily ones)."));
+		return;
+	}
+	console.log(bold(`Pipeline funnel (${report.snapshotCount} snapshots, ${report.fromId} → ${report.toId})`));
+	for (const s of report.stages) {
+		const conv = s.conversionPctToNext === null ? "" : `  → ${s.conversionPctToNext}% convert`;
+		console.log(`  ${s.stage.padEnd(14)} ${String(s.reached).padStart(4)} reached${conv}`);
+	}
+	const wr = report.winRatePct;
+	const wrStr = wr === null ? "n/a (nothing closed yet)" : `${wr}%`;
+	console.log(`\n  ${"Win rate".padEnd(14)} ${wrStr} (${report.wonCount} won / ${report.lostCount} lost)`);
+	if (report.biggestLeak) {
+		const l = report.biggestLeak;
+		console.log(error(`\nBiggest leak: ${l.from} → ${l.to} (only ${l.conversionPct}% convert)`));
+	}
+});
 //#endregion
 //#region src/commands/rbac.ts
 const ROLES = [
@@ -4513,6 +4541,22 @@ complianceCommand.command("status", { isDefault: true }).description("Show the a
 });
 //#endregion
 //#region src/commands/mailbox.ts
+/** Summarize every stored mailbox OAuth account. */
+function runMailboxList(dataDir) {
+	return listMailboxTokens(dataDir).map((t) => ({
+		account: `${t.provider}:${t.user}`,
+		provider: t.provider,
+		user: t.user,
+		status: isTokenExpired(t) ? "expired" : "valid",
+		expiresAt: new Date(t.expiresAt).toISOString()
+	}));
+}
+/** Remove a stored mailbox account by "provider:user". */
+function runMailboxLogout(dataDir, account) {
+	const parsed = parseAccount(account);
+	if (!parsed) return { error: `Invalid account '${account}'. Use 'gmail:you@gmail.com' or 'microsoft:you@org.com'.` };
+	return { removed: removeMailboxToken(dataDir, parsed.provider, parsed.user) };
+}
 /**
 * 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
@@ -4566,7 +4610,7 @@ async function runLogin(provider, user) {
 			return;
 		}
 		const account = user ?? (await ask("Gmail address: ")).trim();
-		const { runGmailLogin } = await import("./login-yt9OOQQk.js");
+		const { runGmailLogin } = await import("./login-dc_Hqosw.js");
 		await runGmailLogin({
 			dataDir,
 			clientId,
@@ -4586,7 +4630,7 @@ 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-yt9OOQQk.js");
+		const { runMicrosoftLogin } = await import("./login-dc_Hqosw.js");
 		await runMicrosoftLogin({
 			dataDir,
 			clientId,
@@ -4612,6 +4656,25 @@ mailboxCommand.command("sync").description("Sync an IMAP mailbox; auto-routes to
 		includeAttachments: options.attachments !== false
 	});
 });
+mailboxCommand.command("list").description("List logged-in mailbox accounts and their token status").action(() => {
+	const accounts = runMailboxList(process.env["DXCRM_DATA_DIR"] ?? process.cwd());
+	if (accounts.length === 0) {
+		console.log(info("No mailbox accounts. Run 'dxcrm mailbox login gmail|microsoft'."));
+		return;
+	}
+	for (const a of accounts) {
+		const tag = a.status === "valid" ? success("valid") : error("expired");
+		console.log(`${bold(a.account)} — token ${tag} (expires ${a.expiresAt})`);
+	}
+});
+mailboxCommand.command("logout").description("Remove a stored mailbox account").argument("<account>", "provider:user (e.g. gmail:you@gmail.com)").action((account) => {
+	const result = runMailboxLogout(process.env["DXCRM_DATA_DIR"] ?? process.cwd(), account);
+	if ("error" in result) {
+		console.error(error(result.error));
+		return;
+	}
+	console.log(result.removed ? success(`✓ Removed ${bold(account)}.`) : info(`No stored account '${account}'.`));
+});
 //#endregion
 //#region src/commands/registry.ts
 /** Every top-level `dxcrm` command, in display order. */