@dzhng/crm.cli 0.3.4 → 0.3.6

package/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 David Zhang
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

@@ -2,11 +2,11 @@
 
 ![crm.cli — Your CRM is a filesystem](assets/cover.png)
 
-**A headless, CLI-first CRM for developers who do sales.** Contacts, deals, and pipeline in a single SQLite file — queryable from your terminal, composable with Unix tools, and mountable as a virtual filesystem so any tool that reads files (Claude Code, Codex, grep, jq, vim) has full CRM access without any integration.
+**A headless, CLI-first CRM for AI native companies.** Contacts, deals, and pipeline in a single SQLite file — queryable from your terminal, composable with Unix tools, and mountable as a virtual filesystem so any tool that reads files (Claude Code, Codex, grep, jq, vim) has full CRM access without any integration.
 
 No server. No Docker. No accounts. No GUI. Just `npm install -g @dzhng/crm.cli` and go.
 
-> **Sponsored by [Duet](https://duet.so)** — a cloud agent workspace with persistent AI. Set up crm.cli in your own private cloud computer and run it with Claude Code or Codex — no local setup required. [Try Duet →](https://duet.so)
+> **Created by [Duet](https://duet.so)** — a cloud agent workspace with persistent AI. Set up crm.cli in your own private cloud computer and run it with Claude Code or Codex — no local setup required. [Try Duet →](https://duet.so)
 
 ## Why crm.cli
 
@@ -207,12 +207,12 @@ Accepts ID, any email, any phone number, or any social handle (LinkedIn, X, Blue
 #### `crm contact edit <id-or-email-or-phone-or-handle>`
 
 ```bash
-crm contact edit jane@acme.com --name "Jane Smith"
+crm contact edit jane@acme.com --name "Jane Smith"          # by email
+crm contact edit "+1-212-555-1234" --add-tag vip             # by phone
+crm contact edit janedoe --set title=CEO                     # by social handle (LinkedIn, X, etc.)
 crm contact edit ct_01J8Z... --add-email jane.personal@gmail.com --rm-email old@acme.com
 crm contact edit ct_01J8Z... --add-phone "+44-20-7946-0958" --rm-phone "+1-310-555-9876"
 crm contact edit ct_01J8Z... --add-company "Acme Ventures" --rm-company "Old Corp"
-crm contact edit ct_01J8Z... --set title=CEO --set source=referral
-crm contact edit jane@acme.com --add-tag vip --rm-tag cold
 ```
 
 | Flag            | Description                                            |
@@ -236,16 +236,20 @@ crm contact edit jane@acme.com --add-tag vip --rm-tag cold
 #### `crm contact rm <id-or-email-or-phone-or-handle>`
 
 ```bash
-crm contact rm jane@acme.com
-crm contact rm "+1-212-555-1234" --force    # skip confirmation
+crm contact rm jane@acme.com                # by email
+crm contact rm "+1-212-555-1234" --force     # by phone (skip confirmation)
+crm contact rm janedoe                       # by social handle (LinkedIn, X, etc.)
 ```
 
 Prompts for confirmation unless `--force` is passed. Removes the contact and unlinks from deals/companies (does not delete linked entities).
 
-#### `crm contact merge <id> <id>`
+#### `crm contact merge <ref> <ref>`
 
 ```bash
-crm contact merge ct_01J8Z... ct_02K9A...
+crm contact merge ct_01J8Z... ct_02K9A...                 # by ID
+crm contact merge jane@acme.com jane.doe@gmail.com        # by email
+crm contact merge "+1-212-555-1234" "+44-20-7946-0958"    # by phone
+crm contact merge janedoe janetdoe                         # by social handle
 ```
 
 Merges two contacts. Keeps the first, absorbs data from the second. Emails, phones, companies, tags, custom fields, and activity history are combined. Deals linked to the second contact are relinked to the first. The first contact's name and social handles take priority. Prints the surviving contact ID.
@@ -291,9 +295,9 @@ crm company list --tag enterprise --sort name
 #### `crm company show <id-or-website-or-phone>`
 
 ```bash
-crm company show acme.com
-crm company show co_01J8Z...
-crm company show "+1-212-555-1234"
+crm company show acme.com                  # by website
+crm company show co_01J8Z...               # by ID
+crm company show "+1-212-555-1234"         # by phone
 ```
 
 Accepts ID, any stored website, or any phone number. Shows company details plus all linked contacts and deals.
@@ -301,7 +305,8 @@ Accepts ID, any stored website, or any phone number. Shows company details plus
 #### `crm company edit <id-or-website-or-phone>`
 
 ```bash
-crm company edit acme.com --name "Acme Inc" --set industry=Fintech
+crm company edit acme.com --name "Acme Inc" --set industry=Fintech     # by website
+crm company edit "+1-212-555-1234" --add-tag enterprise                 # by phone
 crm company edit co_01J8Z... --add-website acme.co.uk --add-phone "+44-20-7946-0958"
 crm company edit acme.com --rm-website old-acme.com --rm-phone "+1-415-555-0000"
 ```
@@ -320,12 +325,20 @@ crm company edit acme.com --rm-website old-acme.com --rm-phone "+1-415-555-0000"
 
 #### `crm company rm <id-or-website-or-phone>`
 
+```bash
+crm company rm acme.com                    # by website
+crm company rm "+1-212-555-1234" --force   # by phone (skip confirmation)
+crm company rm co_01J8Z...                 # by ID
+```
+
 Prompts for confirmation unless `--force` is passed. Unlinks contacts and deals but does not delete them.
 
-#### `crm company merge <id> <id>`
+#### `crm company merge <ref> <ref>`
 
 ```bash
-crm company merge co_01J8Z... co_02K9A...
+crm company merge co_01J8Z... co_02K9A...            # by ID
+crm company merge acme.com acme.co.uk                # by website
+crm company merge "+1-212-555-1234" "+44-20-7946-0958"  # by phone
 ```
 
 Merges two companies. Keeps the first, absorbs data from the second. Websites, phones, tags, and custom fields are combined. All contacts and deals linked to the second company are relinked to the first. The first company's name takes priority. Prints the surviving company ID.
@@ -1299,9 +1312,9 @@ GitHub Actions pipeline:
 
 ---
 
-## Sponsor
+## Created by Duet
 
-crm.cli is sponsored by **[Duet](https://duet.so)** — a cloud agent workspace where every user gets a private cloud computer with a persistent, always-on AI agent. Set up crm.cli in your own Duet workspace and run it with Claude Code or Codex in the cloud — no local setup required.
+crm.cli is created by **[Duet](https://duet.so)** — a cloud agent workspace where every user gets a private cloud computer with a persistent, always-on AI agent. Set up crm.cli in your own Duet workspace and run it with Claude Code or Codex in the cloud — no local setup required.
 
 [Try Duet &rarr;](https://duet.so)
 

package/dist/cli.js

@@ -1146,6 +1146,29 @@ function levenshtein(a, b) {
   }
   return dp[la][lb];
 }
+function diceCoefficient(a, b) {
+  if (a === b) {
+    return 1;
+  }
+  if (a.length < 2 || b.length < 2) {
+    return 0;
+  }
+  const bigrams = (s) => {
+    const m = new Map;
+    for (let i = 0;i < s.length - 1; i++) {
+      const bg = s.slice(i, i + 2);
+      m.set(bg, (m.get(bg) || 0) + 1);
+    }
+    return m;
+  };
+  const aBi = bigrams(a);
+  const bBi = bigrams(b);
+  let overlap = 0;
+  for (const [bg, count] of aBi) {
+    overlap += Math.min(count, bBi.get(bg) || 0);
+  }
+  return 2 * overlap / (a.length - 1 + b.length - 1);
+}
 
 // src/db.ts
 var SCHEMA_SQL = `
@@ -2505,8 +2528,9 @@ function contactDupeReasons(a, b) {
   const bName = (b.name || "").toLowerCase();
   const nameDistance = levenshtein(aName, bName);
   const maxLen = Math.max(aName.length, bName.length);
-  const nameSimilarity = maxLen > 0 ? 1 - nameDistance / maxLen : 0;
-  if (nameSimilarity >= 0.5) {
+  const levSimilarity = maxLen > 0 ? 1 - nameDistance / maxLen : 0;
+  const nameSimilarity = Math.max(levSimilarity, diceCoefficient(aName, bName));
+  if (nameSimilarity >= 0.6) {
     reasons.push("similar name");
   }
   const aEmails = safeJSON(a.emails);
@@ -2574,8 +2598,9 @@ function companyDupeReasons(a, b) {
   const bName = (b.name || "").toLowerCase();
   const nameDistance = levenshtein(aName, bName);
   const maxLen = Math.max(aName.length, bName.length);
-  const nameSimilarity = maxLen > 0 ? 1 - nameDistance / maxLen : 0;
-  if (nameSimilarity >= 0.5) {
+  const levSimilarity = maxLen > 0 ? 1 - nameDistance / maxLen : 0;
+  const nameSimilarity = Math.max(levSimilarity, diceCoefficient(aName, bName));
+  if (nameSimilarity >= 0.6) {
     reasons.push("similar name");
   }
   const aWebsites = safeJSON(a.websites);
@@ -5447,7 +5472,7 @@ if (process.argv[1]?.endsWith("fuse-daemon.ts")) {
 
 // src/cli.ts
 var program = new Command;
-program.name("crm").description("Headless CLI-first CRM").version("0.3.4");
+program.name("crm").description("Headless CLI-first CRM").version("0.3.6");
 program.exitOverride();
 registerContactCommands(program);
 registerCompanyCommands(program);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@dzhng/crm.cli",
-  "version": "0.3.4",
+  "version": "0.3.6",
   "description": "Headless CLI-first CRM",
   "author": "David Zhang",
   "license": "MIT",