@dench.com/cli 2.8.1-staging.110 → 2.8.3-staging.117

package/crm.ts

@@ -659,6 +659,9 @@ const api = {
     saveView: makeFunctionReference<"mutation">(
       "functions/crm/objects:saveView",
     ),
+    renameView: makeFunctionReference<"mutation">(
+      "functions/crm/objects:renameView",
+    ),
     deleteView: makeFunctionReference<"mutation">(
       "functions/crm/objects:deleteView",
     ),
@@ -1621,6 +1624,29 @@ async function runViewsCommand(ctx: CrmCliContext): Promise<void> {
       );
       return;
     }
+    // Rename keeps the whole view definition (filters, pins, sidebar
+    // slot) and just swaps the name — unlike `update`, which upserts by
+    // name and so cannot change one.
+    case "rename": {
+      const objectName = shift(ctx.args, "object name");
+      const viewName = shift(ctx.args, "view name");
+      const newName = getFlag(ctx.args, "--to") ?? shift(ctx.args, "new name");
+      assertNoUnknownFlags(ctx.args, "crm views rename");
+      if (!newName.trim()) {
+        throw new CrmCliError(
+          'crm views rename requires the new name: dench crm views rename <object> "<view>" "<new name>"',
+        );
+      }
+      out(
+        ctx,
+        await callMutation(ctx, api.objects.renameView, {
+          objectName,
+          viewName,
+          newName: newName.trim(),
+        }),
+      );
+      return;
+    }
     case "delete": {
       const objectName = shift(ctx.args, "object name");
       const viewName = shift(ctx.args, "view name");
@@ -3093,6 +3119,13 @@ async function resolveEnrichmentTarget(
  * Email (no first/last name reached the gateway, so the validator
  * rejected the request before any lookup ran).
  */
+const CONTACT_REQUIRED_FIELDS = new Set([
+  "email",
+  "work_email",
+  "personal_email",
+  "phone",
+]);
+
 async function callEnrichmentGatewayForEntry(args: {
   target: EnrichmentTarget;
   entry: CrmEntryForEnrichment;
@@ -3118,7 +3151,11 @@ async function callEnrichmentGatewayForEntry(args: {
   // Contact cells stay on /person/contact. A LinkedIn URL for a profile
   // field (name, title, headline) uses /person so the gateway waterfall
   // can fill graph data without a contact job.
-  const isContactField = Boolean(target.column.enrichFields?.length);
+  const isContactField =
+    Boolean(target.column.enrichFields?.length) ||
+    target.column.requiredFields.some((field) =>
+      CONTACT_REQUIRED_FIELDS.has(field),
+    );
   if (!isContactField && personBody.linkedinUrl) {
     return aviatoEnrichPerson(
       {
@@ -3616,6 +3653,9 @@ Views (saved CRM subsets):
   dench crm views update <object> <view-name> [same flags as create] [--set-active]
       Merges the provided flags over the existing view definition;
       untouched keys survive.
+  dench crm views rename <object> <view-name> <new-name>
+      Renames in place: filters, pinned rows, sidebar slot, and the
+      active-view pointer all follow the new name.
   dench crm views delete <object> <view-name>
       Idempotent; also clears the active-view pointer if it referenced
       the deleted view.

package/dench.ts

@@ -44,7 +44,11 @@ import {
   withCurrentSessionSelection,
   withSavedSession,
 } from "./session";
-import { fetchConnectedAppsSummary, runToolCommand } from "./tools";
+import {
+  fetchConnectedAppsSummary,
+  fetchUnipileConnections,
+  runToolCommand,
+} from "./tools";
 
 type JsonRecord = Record<string, unknown>;
 
@@ -474,9 +478,15 @@ Usage:
   dench artifacts list [--limit 25] [--json]
   dench artifacts show <id> [--json]
   dench artifacts import <id> --to lead|company|job_posting [--view "Q3 outbound"] [--pin] [--json]
-  dench leads find --titles "VP Sales" [--locations "San Francisco"] [--limit 500] [--page-token <token>] [--json]
-  dench companies find --name "Acme" [--domain acme.com] [--keywords fintech] [--limit 500] [--page-token <token>] [--json]
-  dench jobs find --titles "Account Executive" [--locations "San Francisco"] [--limit 500] [--page-token <token>] [--json]
+  dench lists [--limit 25] [--json]
+  dench lists show <id> [--json]
+  dench lists rename <id> "New name" [--json]
+  dench lists update <id> [--title "New name"] [--filters-json '{...}'] [--json]
+  dench lists delete <id> [--json]
+  dench leads find --titles "VP Sales" [--locations "San Francisco"] [--save-as "Q3 targets"] [--limit 500] [--page-token <token>] [--json]  (rich filters: dench leads help)
+  dench leads filters [--filter titles|locations|company-hq|...] [--search "query"] [--json]
+  dench companies find --name "Acme" [--domain acme.com] [--keywords fintech] [--save-as "Target accounts"] [--limit 500] [--page-token <token>] [--json]
+  dench jobs find --titles "Account Executive" [--locations "San Francisco"] [--save-as "AE openings"] [--limit 500] [--page-token <token>] [--json]
   dench suggested-work [--json]
   dench approval request "message" [--json]
   dench approval approve <approvalId> [--evidence "User said yes in chat"] [--json]
@@ -749,7 +759,25 @@ Usage:
   dench suggested-work [--json]
 
 \`list\` / \`show\` / \`import\` operate on find results. Bare \`dench artifacts\`
-lists agent suggested-work artifacts.
+lists agent suggested-work artifacts. Rename/delete saved searches with
+\`dench lists rename|delete\`.
+`);
+}
+
+function listsCliHelp() {
+  console.log(`Dench lists
+
+Usage:
+  dench lists [--limit 25] [--json]
+  dench lists show <id> [--json]
+  dench lists rename <id> "New name" [--json]
+  dench lists update <id> [--title "New name"] [--filters-json '{"titles":["CTO"]}'] [--json]
+  dench lists delete <id> [--json]
+
+Lists are saved searches from Find (people / companies / job postings).
+Create one with \`dench leads|companies|jobs find --save-as "Name"\`.
+Delete removes the list, its exported CSV/JSONL files, and any linked watch.
+CRM lists (saved views) are managed with \`dench crm views ...\`.
 `);
 }
 
@@ -757,7 +785,15 @@ function leadsHelp() {
   console.log(`Dench leads
 
 Usage:
-  dench leads find --titles "VP Sales" --locations "San Francisco" [--company-domain acme.com] [--keywords fintech] [--limit 500] [--page-token <token>] [--json]
+  dench leads find --titles "VP Sales" --locations "San Francisco" [--company-domain acme.com] [--keywords fintech] [--save-as "Q3 targets"] [--limit 500] [--page-token <token>] [--json]
+  dench leads filters [--filter titles|locations|company-hq|universities|skills|keywords|...] [--search "query"] [--json]
+
+Rich filter flags: --past-titles --person-names --seniorities --functions
+--sub-functions --languages --universities --skills --company-names
+--past-company-names --company-domains --company-hq --company-types
+--industries --headcount, plus min:max ranges --years-in-role
+--years-at-company --days-since-job-change --founded-years.
+Run \`dench leads filters\` for accepted enum values and curated suggestions.
 `);
 }
 
@@ -765,7 +801,7 @@ function companiesHelp() {
   console.log(`Dench companies
 
 Usage:
-  dench companies find --name "Acme" [--domain acme.com] [--keywords fintech] [--industries SaaS] [--locations "San Francisco"] [--limit 500] [--page-token <token>] [--json]
+  dench companies find --name "Acme" [--domain acme.com] [--keywords fintech] [--industries SaaS] [--locations "San Francisco"] [--save-as "Target accounts"] [--limit 500] [--page-token <token>] [--json]
 `);
 }
 
@@ -773,7 +809,7 @@ function jobsHelp() {
   console.log(`Dench jobs
 
 Usage:
-  dench jobs find --titles "Account Executive" --locations "San Francisco" [--company-domain acme.com] [--keywords remote] [--limit 500] [--page-token <token>] [--json]
+  dench jobs find --titles "Account Executive" --locations "San Francisco" [--company-domain acme.com] [--keywords remote] [--save-as "AE openings"] [--limit 500] [--page-token <token>] [--json]
 `);
 }
 
@@ -2735,7 +2771,8 @@ async function resolveGatewayCommandAuth(
     return {
       bearerToken: gatewayKey,
       gatewayBaseUrl:
-        envGatewayBaseUrlOverride() ?? gatewayBaseUrlForCli(body.gatewayBaseUrl),
+        envGatewayBaseUrlOverride() ??
+        gatewayBaseUrlForCli(body.gatewayBaseUrl),
       gatewayHeaders:
         body.gatewayHeaders &&
         typeof body.gatewayHeaders === "object" &&
@@ -2879,11 +2916,14 @@ async function connectedAppsContext(runtime: Runtime) {
       ...unipileQueryAuth(runtime),
     });
   } catch (error) {
+    const unipile = await fetchUnipileConnections(unipileQueryAuth(runtime));
     return {
       available: false,
       reason: errorMessage(error),
-      count: 0,
-      connections: [],
+      count: unipile.connections.length,
+      connections: unipile.connections,
+      unipileAvailable: unipile.available,
+      ...(unipile.error ? { unipileError: unipile.error } : {}),
     };
   }
 }
@@ -4251,6 +4291,11 @@ async function main() {
     return;
   }
 
+  if (command === "lists" && (subcommand === "help" || hasFlag("--help"))) {
+    listsCliHelp();
+    return;
+  }
+
   if (command === "leads" && (subcommand === "help" || hasFlag("--help"))) {
     leadsHelp();
     return;
@@ -4347,8 +4392,14 @@ async function main() {
   }
 
   if (command === "leads") {
-    const { runLeadsCommand, assertLeadsFindArgs } = await import("./leads");
+    const { runLeadsCommand, assertLeadsFindArgs, runFindFiltersCommand } =
+      await import("./leads");
     const leadArgs = stripRuntimeFlags(args.slice(args.indexOf("leads") + 1));
+    // `filters` prints bundled catalogs — no session or network needed.
+    if (leadArgs[0] === "filters") {
+      runFindFiltersCommand({ args: leadArgs.slice(1), jsonOutput: json });
+      return;
+    }
     assertLeadsFindArgs(leadArgs);
     const auth = await resolveFindCommandAuth("dench leads");
     await runLeadsCommand({
@@ -4362,7 +4413,9 @@ async function main() {
   }
 
   if (command === "companies") {
-    const { runCompaniesCommand, assertCompaniesFindArgs } = await import("./leads");
+    const { runCompaniesCommand, assertCompaniesFindArgs } = await import(
+      "./leads"
+    );
     const companyArgs = stripRuntimeFlags(
       args.slice(args.indexOf("companies") + 1),
     );
@@ -4979,6 +5032,7 @@ async function main() {
       args.slice(args.indexOf("artifacts") + 1),
     );
     if (
+      runtime.mode === "dev" ||
       runtime.mode === "session" ||
       runtime.mode === "apiKey"
     ) {
@@ -4987,7 +5041,10 @@ async function main() {
         convex: runtime.client,
         args: artifactArgs,
         jsonOutput: json,
-        sessionToken: runtime.sessionToken,
+        sessionToken:
+          runtime.mode === "dev"
+            ? encodeDevCrmSessionToken(runtime.workspaceArgs)
+            : runtime.sessionToken,
       });
       if (handled) return;
     }
@@ -4995,6 +5052,27 @@ async function main() {
     return;
   }
 
+  if (command === "lists") {
+    const runtime = await getRuntime();
+    const listsArgs = stripRuntimeFlags(args.slice(args.indexOf("lists") + 1));
+    const { runListsCommand } = await import("./leads");
+    // Same auth surface as `dench crm`: agent session tokens and unified
+    // API keys hit requireCrmAccess directly; dev mode rides the encoded
+    // dev CRM token so local workspaces work without a signin.
+    const sessionToken =
+      runtime.mode === "dev"
+        ? encodeDevCrmSessionToken(runtime.workspaceArgs)
+        : requireAuthenticatedRuntime(runtime, "dench lists").sessionToken;
+    const handled = await runListsCommand({
+      convex: runtime.client,
+      args: listsArgs,
+      jsonOutput: json,
+      sessionToken,
+    });
+    if (!handled) listsCliHelp();
+    return;
+  }
+
   if (command === "suggested-work") {
     print(await listSuggestedWork(runtime));
     return;