@dench.com/cli 2.7.6-staging.1 → 2.7.7-staging.21

package/crm.ts

@@ -687,6 +687,21 @@ const api = {
     reposition: makeFunctionReference<"mutation">(
       "functions/workspaceNav:repositionMyNavItem",
     ),
+    createGroup: makeFunctionReference<"mutation">(
+      "functions/workspaceNav:createNavGroup",
+    ),
+    renameGroup: makeFunctionReference<"mutation">(
+      "functions/workspaceNav:renameNavGroup",
+    ),
+    deleteGroup: makeFunctionReference<"mutation">(
+      "functions/workspaceNav:deleteNavGroup",
+    ),
+    moveItemToGroup: makeFunctionReference<"mutation">(
+      "functions/workspaceNav:moveNavItemToGroup",
+    ),
+    setRootPin: makeFunctionReference<"mutation">(
+      "functions/workspaceNav:setNavRootPin",
+    ),
   },
   fields: {
     list: makeFunctionReference<"query">("functions/crm/fields:list"),
@@ -959,13 +974,15 @@ async function runCrmMembersCommand(ctx: CrmCliContext): Promise<void> {
 }
 
 /**
- * `dench crm sidebar …` — the workspace app rail.
+ * `dench crm sidebar …` — the workspace app rail's Library.
  *
- * Row VISIBILITY is team-shared and lives on the CRM records themselves
- * (`crm objects archive`, `crm views pin/archive`). Row ORDER is a
- * per-member preference, which is what `move` writes. `list` shows both
- * halves: the visible rows with their 1-based positions, plus what's
- * hidden and why.
+ * The whole layout is WORKSPACE-SHARED: one tree of rows and named
+ * groups for every member. Permissions split by operation — `move` (and
+ * `crm objects archive` / `crm views archive`) are ADMIN-ONLY because
+ * they change what everyone sees; `group …` operations and view pinning
+ * are open to any member. `list` shows the visible rows in tree order
+ * (rows inside a group carry `groupId`/`groupName`), the groups, what's
+ * hidden and why, and whether YOU are an admin (`viewerIsAdmin`).
  */
 async function runSidebarCommand(ctx: CrmCliContext): Promise<void> {
   const verb = ctx.args.shift() ?? "list";
@@ -997,6 +1014,85 @@ async function runSidebarCommand(ctx: CrmCliContext): Promise<void> {
       );
       return;
     }
+    // Pin/unpin a Library row (or a whole group) on the Sidebar's home
+    // level shortcut strip. Member-level, workspace-shared — like view
+    // pinning.
+    case "pin":
+    case "unpin": {
+      const navId = shift(ctx.args, "nav id");
+      assertNoUnknownFlags(ctx.args, `crm sidebar ${verb}`);
+      out(
+        ctx,
+        await callMutation(ctx, api.sidebar.setRootPin, {
+          navId,
+          pinned: verb === "pin",
+        }),
+      );
+      return;
+    }
+    case "group": {
+      const groupVerb = ctx.args.shift();
+      switch (groupVerb) {
+        case "create": {
+          const name = shift(ctx.args, "group name");
+          assertNoUnknownFlags(ctx.args, "crm sidebar group create");
+          out(ctx, await callMutation(ctx, api.sidebar.createGroup, { name }));
+          return;
+        }
+        case "rename": {
+          const groupId = shift(ctx.args, "group id");
+          const name = shift(ctx.args, "new name");
+          assertNoUnknownFlags(ctx.args, "crm sidebar group rename");
+          out(
+            ctx,
+            await callMutation(ctx, api.sidebar.renameGroup, {
+              groupId,
+              name,
+            }),
+          );
+          return;
+        }
+        case "delete": {
+          const groupId = shift(ctx.args, "group id");
+          assertNoUnknownFlags(ctx.args, "crm sidebar group delete");
+          out(
+            ctx,
+            await callMutation(ctx, api.sidebar.deleteGroup, { groupId }),
+          );
+          return;
+        }
+        case "add": {
+          const navId = shift(ctx.args, "nav id");
+          const groupId = shift(ctx.args, "group id");
+          assertNoUnknownFlags(ctx.args, "crm sidebar group add");
+          out(
+            ctx,
+            await callMutation(ctx, api.sidebar.moveItemToGroup, {
+              navId,
+              groupId,
+            }),
+          );
+          return;
+        }
+        case "remove": {
+          const navId = shift(ctx.args, "nav id");
+          assertNoUnknownFlags(ctx.args, "crm sidebar group remove");
+          out(
+            ctx,
+            await callMutation(ctx, api.sidebar.moveItemToGroup, {
+              navId,
+              groupId: null,
+            }),
+          );
+          return;
+        }
+        default:
+          throw new CrmCliError(
+            `Unknown crm sidebar group verb: ${groupVerb ?? "(none)"}. ` +
+              "Use create|rename|delete|add|remove.",
+          );
+      }
+    }
     default:
       throw new CrmCliError(`Unknown crm sidebar verb: ${verb}`);
   }
@@ -1071,9 +1167,10 @@ async function runObjectsCommand(ctx: CrmCliContext): Promise<void> {
       out(ctx, await callMutation(ctx, api.objects.remove, { name }));
       return;
     }
-    // Archive is the sidebar's "remove from my rail", NOT a delete: the
+    // Archive is the sidebar's "remove from the rail", NOT a delete: the
     // table, its rows and every link to it keep working, the row just
-    // moves into the rail's Archived flyout. Team-shared.
+    // moves into the rail's Archived flyout. Team-shared, and ADMIN-ONLY
+    // (the server rejects non-admin members).
     case "archive":
     case "unarchive": {
       const name = shift(ctx.args, "object name");
@@ -3571,7 +3668,7 @@ Objects (CRM tables):
   dench crm objects archive <name> | unarchive <name>
       Hides/restores the object's workspace SIDEBAR row. Not a delete —
       the table, its rows and every link keep working; the row just moves
-      into the rail's Archived flyout. Team-shared.
+      into the rail's Archived flyout. Team-shared and ADMIN-ONLY.
 
 Views (saved CRM subsets):
   dench crm views list <object> [--json]
@@ -3596,17 +3693,37 @@ Views (saved CRM subsets):
       clears any archive stamp.
   dench crm views archive <object> <view-name> | unarchive <object> <view-name>
       Moves the view's sidebar row into the Archived flyout. Unarchiving
-      re-asserts the pin so the row comes back.
+      re-asserts the pin so the row comes back. ADMIN-ONLY: archiving
+      hides the row for the whole workspace.
 
-Sidebar (the workspace app rail):
+Sidebar (the workspace app rail's Library — layout is WORKSPACE-SHARED):
   dench crm sidebar list [--json]
-      Visible rows in order with 1-based positions, plus what's hidden
-      from the rail and why (archived vs. an unpinned view).
+      Visible rows in tree order (rows inside a group carry groupId/
+      groupName), the groups, what's hidden and why (archived vs. an
+      unpinned view), and whether you are an admin (viewerIsAdmin).
   dench crm sidebar move <nav-id> <top|bottom|N>
-      Reposition one row. Nav ids come from 'sidebar list' — e.g.
-      'crm-object:task', 'crm-view:task:Due%20today', 'crm-people',
-      'automation'. Row ORDER is per-member; row visibility (above) is
-      team-shared.
+      Reposition one row (or a whole group by its group id) among the
+      TOP-LEVEL slots — a group counts as one slot, and a row inside a
+      group is pulled out to the top level. Nav ids come from 'sidebar
+      list' — e.g. 'crm-object:task', 'crm-view:task:Due%20today',
+      'crm-people', 'group:abc123'. Automations and Outreach are fixed
+      home-level tabs, not Library rows. ADMIN-ONLY: the order is
+      shared by every member.
+  dench crm sidebar group create <name>
+      New named group (e.g. "Hiring") at the bottom of the Library.
+      Open to any member; prints the group id.
+  dench crm sidebar group rename <group-id> <new-name>
+  dench crm sidebar group delete <group-id>
+      Dissolves the group; its rows return to the top level in its slot.
+  dench crm sidebar group add <nav-id> <group-id>
+      File a row into a group (appended at its end).
+  dench crm sidebar group remove <nav-id>
+      Move a row out of its group, back to the top level.
+  dench crm sidebar pin <nav-id> | unpin <nav-id>
+      Pin/unpin a Library row — or a whole group (group id) — on the
+      Sidebar's home level, under Chats/Inbox/Meetings/Automations/
+      Outreach/Library.
+      A pin is a shared shortcut, not a move; open to any member.
 
 Fields (columns):
   dench crm fields list <object> [--json]

package/dench.ts

@@ -538,9 +538,8 @@ Monetize the AI "thinking…" line (supported hooks only — no file patching):
   dench ads uninstall [--target claude|shell|agentmd|all]
   Aliases: dench ad, dench adline.  Help: dench ads help
 
-Managed email campaigns (Dench Emailing Service):
-  dench email identity verify --from founder@example.com [--json]
-  dench email template create --name "Intro" --subject "Hi {{firstName}}" --html-file body.html [--json]
+Managed email campaigns:
+  dench email campaign create --name "Q2 outreach" --mailbox you@gmail.com --template <id> [--json]
   dench email campaign create --name "Q2 outreach" --identity <id> --template <id> [--json]
   dench email campaign recipients add --campaign <id> --file recipients.jsonl [--json]
   dench email campaign submit --campaign <id> [--json]

package/email.ts

@@ -118,6 +118,48 @@ function requiredFlag(args: string[], name: string): string {
   return value;
 }
 
+async function resolveMailboxAccountIds(
+  ctx: EmailCliContext,
+  mailbox: string,
+): Promise<string[]> {
+  const payload = await callQuery(
+    ctx,
+    "functions/emailMailboxAccounts:listAccounts",
+    {},
+  );
+  const accounts = Array.isArray(payload) ? (payload as JsonRecord[]) : [];
+  const needle = mailbox.trim().toLowerCase();
+  const match = accounts.find((row) => {
+    const id = typeof row._id === "string" ? row._id : "";
+    const email = typeof row.email === "string" ? row.email.toLowerCase() : "";
+    return id === mailbox.trim() || email === needle;
+  });
+  if (!match || typeof match._id !== "string") {
+    throw new EmailCliError(
+      `Connected inbox not found: ${mailbox}. Connect Gmail or Outlook in Outreach → Accounts.`,
+    );
+  }
+  return [match._id];
+}
+
+async function campaignSenderArgs(ctx: EmailCliContext): Promise<{
+  identityId?: string;
+  mailboxAccountIds?: string[];
+}> {
+  const identity = getFlag(ctx.args, "--identity")?.trim();
+  const mailbox = getFlag(ctx.args, "--mailbox")?.trim();
+  if (identity && mailbox) {
+    throw new EmailCliError("Pass --mailbox or --identity, not both.");
+  }
+  if (mailbox) {
+    return { mailboxAccountIds: await resolveMailboxAccountIds(ctx, mailbox) };
+  }
+  if (identity) return { identityId: identity };
+  throw new EmailCliError(
+    "Pass --mailbox <email> (connected inbox) or --identity <sender>.",
+  );
+}
+
 function optionalJsonFlag(args: string[], name: string): unknown | undefined {
   const raw = getFlag(args, name);
   return raw === undefined ? undefined : parseJson(raw);
@@ -185,7 +227,7 @@ function toRecipients(rows: JsonRecord[]) {
 }
 
 export function emailHelp() {
-  console.log(`dench email — Dench Emailing Service campaign commands
+  console.log(`dench email — outbound email from a connected inbox (or Dench Emailing Service)
 
 Usage:
   dench email identity verify --from founder@example.com [--json]
@@ -204,7 +246,7 @@ Usage:
   dench email message list [--limit 25] [--json]
   dench email template create --name "Intro" --subject "Hi {{firstName}}" --html-file body.html [--text-file body.txt] [--json]
   dench email template preview --template <id> --data '{"firstName":"Ada"}' [--json]
-  dench email campaign create --name "Q2 outreach" --identity <identityId|fromEmail> --template <id> [--json]
+  dench email campaign create --name "Q2 outreach" (--mailbox you@gmail.com | --identity <identityId|fromEmail>) --template <id> [--json]
   dench email campaign list [--status sending] [--limit 25] [--json]
   dench email campaign recipients add --campaign <id> --file recipients.jsonl [--json]
   dench email campaign recipients list --campaign <id> [--status queued] [--limit 50] [--json]
@@ -215,7 +257,7 @@ Usage:
   dench email campaign pause|resume|cancel --campaign <id> [--json]
 
 Sequences (automatic multi-step follow-ups):
-  dench email sequence create --name "New-customer follow-up" --identity <identityId|fromEmail> [--stop-on-click] [--no-stop-on-reply] [--json]
+  dench email sequence create --name "New-customer follow-up" (--mailbox you@gmail.com | --identity <identityId|fromEmail>) [--stop-on-click] [--no-stop-on-reply] [--json]
   dench email sequence list [--all] [--json]
   dench email sequence status --sequence <id> [--json]
   dench email sequence steps add --sequence <id> --subject "Hi {{firstName}}" --html-file step1.html [--delay-days 0] [--delay-hours 0] [--json]
@@ -495,7 +537,7 @@ async function runIdentity(ctx: EmailCliContext) {
     const identities = await listIdentitiesQuery(ctx, domain);
     const text =
       identities.length === 0
-        ? "No sending identities yet. Run `dench email identity verify --from you@example.com`."
+        ? "No sending identities. Connect Gmail or Outlook in Outreach → Accounts."
         : identities
             .map(
               (identity) =>
@@ -716,12 +758,13 @@ async function runTemplate(ctx: EmailCliContext) {
 async function runCampaign(ctx: EmailCliContext) {
   const sub = ctx.args.shift();
   if (sub === "create") {
+    const sender = await campaignSenderArgs(ctx);
     const payload = await callMutation(
       ctx,
       "functions/emailCampaigns:createCampaign",
       {
         name: requiredFlag(ctx.args, "--name"),
-        identityId: requiredFlag(ctx.args, "--identity"),
+        ...sender,
         templateId: requiredFlag(ctx.args, "--template"),
         scheduledAt: getFlag(ctx.args, "--scheduled-at")
           ? Date.parse(requiredFlag(ctx.args, "--scheduled-at"))
@@ -867,12 +910,13 @@ async function runSequence(ctx: EmailCliContext) {
   const sub = ctx.args.shift();
   if (sub === "create") {
     const stopOnReply = !hasFlag(ctx.args, "--no-stop-on-reply");
+    const sender = await campaignSenderArgs(ctx);
     const payload = await callMutation(
       ctx,
       "functions/emailSequences:createSequence",
       {
         name: requiredFlag(ctx.args, "--name"),
-        identityId: requiredFlag(ctx.args, "--identity"),
+        ...sender,
         replyToMode: getFlag(ctx.args, "--reply-to-mode"),
         stopOnReply,
         stopOnClick: getFlag(ctx.args, "--stop-on-click") !== undefined,

package/lib/command-registry.ts

@@ -588,7 +588,7 @@ const rawApiOperations = [
     id: "crm.objects.archive",
     group: "crm",
     summary:
-      "Hide a CRM object's workspace sidebar row. Not a delete — the table keeps working.",
+      "Hide a CRM object's workspace sidebar row for the whole workspace. Not a delete — the table keeps working. Admin-only.",
     cli: "dench crm objects archive",
     method: "POST",
     path: "/crm/objects/{name}/archive",
@@ -599,7 +599,7 @@ const rawApiOperations = [
   op({
     id: "crm.objects.unarchive",
     group: "crm",
-    summary: "Restore a CRM object's workspace sidebar row.",
+    summary: "Restore a CRM object's workspace sidebar row. Admin-only.",
     cli: "dench crm objects unarchive",
     method: "POST",
     path: "/crm/objects/{name}/unarchive",
@@ -679,7 +679,8 @@ const rawApiOperations = [
   op({
     id: "crm.views.archive",
     group: "crm",
-    summary: "Move a pinned view's sidebar row into the Archived flyout.",
+    summary:
+      "Move a pinned view's sidebar row into the Archived flyout. Admin-only.",
     cli: "dench crm views archive",
     method: "POST",
     path: "/crm/objects/{objectName}/views/{viewName}/archive",
@@ -690,7 +691,7 @@ const rawApiOperations = [
   op({
     id: "crm.views.unarchive",
     group: "crm",
-    summary: "Restore a view's sidebar row (re-asserts its pin).",
+    summary: "Restore a view's sidebar row (re-asserts its pin). Admin-only.",
     cli: "dench crm views unarchive",
     method: "POST",
     path: "/crm/objects/{objectName}/views/{viewName}/unarchive",
@@ -699,15 +700,15 @@ const rawApiOperations = [
     backend: convex("mutation", "functions/crm/objects:setArchived"),
   }),
 
-  // The workspace app rail. Row VISIBILITY is team-shared and lives on the
-  // CRM records above (archive / view pins); row ORDER is a per-member
-  // preference, so `move` needs a caller that resolves to a user — an
-  // org-scoped API key cannot reorder somebody's sidebar.
+  // The workspace app rail's Library. The whole layout — row order AND
+  // named groups — is WORKSPACE-SHARED (one tree for every member,
+  // stored on the organization). Reordering (`move`) and archiving are
+  // admin-only; group management and view pinning are open to any member.
   op({
     id: "crm.sidebar.list",
     group: "crm",
     summary:
-      "Describe the workspace sidebar: visible rows in order, plus what is hidden and why.",
+      "Describe the workspace sidebar: visible rows in tree order (with their groups), what is hidden and why, and whether the caller is an admin.",
     cli: "dench crm sidebar list",
     method: "GET",
     path: "/crm/sidebar",
@@ -718,7 +719,8 @@ const rawApiOperations = [
   op({
     id: "crm.sidebar.move",
     group: "crm",
-    summary: "Reposition one sidebar row among the visible rows.",
+    summary:
+      "Reposition one sidebar row (or group) among the top-level slots. The layout is workspace-shared; admin-only.",
     cli: "dench crm sidebar move",
     method: "POST",
     path: "/crm/sidebar/move",
@@ -726,6 +728,67 @@ const rawApiOperations = [
     responseSchema: anyResponse,
     backend: convex("mutation", "functions/workspaceNav:repositionMyNavItem"),
   }),
+  op({
+    id: "crm.sidebar.groups.create",
+    group: "crm",
+    summary:
+      'Create a named sidebar group (e.g. "Hiring") in the workspace-shared Library. Open to any member.',
+    cli: "dench crm sidebar group create",
+    method: "POST",
+    path: "/crm/sidebar/groups",
+    requestSchema: anyObject,
+    responseSchema: anyResponse,
+    backend: convex("mutation", "functions/workspaceNav:createNavGroup"),
+  }),
+  op({
+    id: "crm.sidebar.groups.rename",
+    group: "crm",
+    summary: "Rename a sidebar group. Open to any member.",
+    cli: "dench crm sidebar group rename",
+    method: "POST",
+    path: "/crm/sidebar/groups/rename",
+    requestSchema: anyObject,
+    responseSchema: anyResponse,
+    backend: convex("mutation", "functions/workspaceNav:renameNavGroup"),
+  }),
+  op({
+    id: "crm.sidebar.groups.delete",
+    group: "crm",
+    summary:
+      "Dissolve a sidebar group; its rows return to the top level in its slot. Open to any member.",
+    cli: "dench crm sidebar group delete",
+    method: "POST",
+    path: "/crm/sidebar/groups/delete",
+    requestSchema: anyObject,
+    responseSchema: anyResponse,
+    backend: convex("mutation", "functions/workspaceNav:deleteNavGroup"),
+  }),
+  op({
+    id: "crm.sidebar.groups.move-item",
+    group: "crm",
+    summary:
+      "Move a sidebar row into a group (groupId set) or back to the top level (groupId null). Open to any member.",
+    cli: "dench crm sidebar group add",
+    aliases: ["dench crm sidebar group remove"],
+    method: "POST",
+    path: "/crm/sidebar/groups/move",
+    requestSchema: anyObject,
+    responseSchema: anyResponse,
+    backend: convex("mutation", "functions/workspaceNav:moveNavItemToGroup"),
+  }),
+  op({
+    id: "crm.sidebar.pins.set",
+    group: "crm",
+    summary:
+      "Pin (pinned true) or unpin a Library row — or a whole group — on the Sidebar's home-level shortcut strip. Workspace-shared; open to any member.",
+    cli: "dench crm sidebar pin",
+    aliases: ["dench crm sidebar unpin"],
+    method: "POST",
+    path: "/crm/sidebar/pins",
+    requestSchema: anyObject,
+    responseSchema: anyResponse,
+    backend: convex("mutation", "functions/workspaceNav:setNavRootPin"),
+  }),
 
   op({
     id: "crm.fields.list",
@@ -1581,7 +1644,8 @@ const rawApiOperations = [
   op({
     id: "email.campaign.create",
     group: "email",
-    summary: "Create a managed email campaign draft.",
+    summary:
+      "Create a managed email campaign draft from a connected inbox or verified sender.",
     cli: "dench email campaign create",
     method: "POST",
     path: "/email/campaigns",
@@ -1711,7 +1775,7 @@ const rawApiOperations = [
     id: "email.sequence.create",
     group: "email",
     summary:
-      "Create a follow-up sequence; choose a verified sender and reply/stop behavior.",
+      "Create a follow-up sequence from a connected inbox or verified sender.",
     cli: "dench email sequence create",
     method: "POST",
     path: "/email/sequences",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dench.com/cli",
-  "version": "2.7.6-staging.1",
+  "version": "2.7.7-staging.21",
   "description": "Dench agent workspace CLI.",
   "type": "module",
   "bin": {