@fleox-agent-crm/agentcrm 0.3.1 → 0.3.3

package/plugin/skills/agentcrm-install/references/plans.md

@@ -23,7 +23,7 @@
 }
 ```
 
-Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.3.1 serve --json` and the folder picker.
+Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.3.3 serve --json` and the folder picker.
 
 ## git-json in a private repo
 

package/plugin/skills/agentcrm-install/references/s3.md

@@ -4,7 +4,7 @@ Use TWO buckets: a PRIVATE one for the data (journal backend) and a public one f
 
 ## Access key (least privilege)
 
-- **AWS**: IAM user with a policy on both buckets: `s3:GetObject`, `s3:PutObject`, `s3:DeleteObject` on `arn:aws:s3:::<bucket>/*` and `s3:ListBucket` on `arn:aws:s3:::<bucket>`. Store it: `! npx -y @fleox-agent-crm/agentcrm@0.3.1 credentials set s3:main`, or import a profile with `--from-aws-profile <name>`.
+- **AWS**: IAM user with a policy on both buckets: `s3:GetObject`, `s3:PutObject`, `s3:DeleteObject` on `arn:aws:s3:::<bucket>/*` and `s3:ListBucket` on `arn:aws:s3:::<bucket>`. Store it: `! npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials set s3:main`, or import a profile with `--from-aws-profile <name>`.
 - **Cloudflare R2**: R2 → Manage API tokens → Object Read & Write, scoped to the buckets. Endpoint `https://<account-id>.r2.cloudflarestorage.com`, region `auto`.
 - **OVHcloud**: Public Cloud → Object Storage → S3 users; endpoint `https://s3.<region>.io.cloud.ovh.net`. Set `publicRead: true` on the hosting bucket.
 - **Scaleway**: endpoint `https://s3.<region>.scw.cloud`.

package/plugin/skills/agentcrm-manage/SKILL.md

@@ -4,7 +4,7 @@ description: Check, repair and update existing AgentCRM CRMs - list the CRMs thi
 license: PolyForm-Noncommercial-1.0.0
 compatibility: Requires Node.js 20+.
 metadata:
-  version: "0.3.1"
+  version: "0.3.3"
   repository: "https://github.com/fleox/agentcrm"
 allowed-tools: Bash Read Write
 ---
@@ -15,12 +15,12 @@ This skill covers the CRMs themselves (registry, health, updates, maintenance).
 
 **Language:** talk to the user in their language; keep commands and files in English.
 
-Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.1 <command> --json` (Node.js 20+); read `error.hint` whenever `ok` is false.
+Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.3 <command> --json` (Node.js 20+); read `error.hint` whenever `ok` is false.
 
 ## Always start with status
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 status --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 status --json
 ```
 
 - `data.tool.updateAvailable: true` -> tell the user AgentCRM `data.tool.latest` exists and offer to update the skills first (Claude Code: `/plugin marketplace update agentcrm`, then `/reload-plugins`).
@@ -32,8 +32,8 @@ npx -y @fleox-agent-crm/agentcrm@0.3.1 status --json
 ## Which CRM?
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 site list --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 site show <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 site list --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 site show <alias> --json
 ```
 
 Commands take `--site <alias>`; always pass it. Without it the tool uses `AGENTCRM_SITE`, the folder's `agentcrm.json` (`{ "site": "<alias>" }`), the only site, or the default chosen with `site use <alias>` - otherwise it fails with `site-required`: ask the user which CRM. Say which CRM you are working on before changing anything.
@@ -43,12 +43,12 @@ Registry commands: `site use <alias>`, `site rename <from> <to>`, `site forget <
 ## Register a CRM installed elsewhere
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 site add <alias> --admin-url https://crm.acme.com/admin/ --data-credential s3:main --passphrase-credential passphrase:acme --hosting-credential s3:main --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 site add <alias> --admin-url https://crm.acme.com/admin/ --data-credential s3:main --passphrase-credential passphrase:acme --hosting-credential s3:main --json
 ```
 
 - It reads the admin's public `config.js`, opens the data (proving the credentials) and reads the hosting from the dataset.
 - `--data-credential`: the data location key (journal), the git token (git-json) or the Firebase login.
-- `--passphrase-credential`: encrypted journals. The user stores the passphrase from their password manager: `! npx -y @fleox-agent-crm/agentcrm@0.3.1 credentials set passphrase:<alias>`.
+- `--passphrase-credential`: encrypted journals. The user stores the passphrase from their password manager: `! npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials set passphrase:<alias>`.
 - `--user <email>`: the CRM user the CLI acts as (default: the first admin).
 - A CRM in a local folder without a hosted admin: `site add <alias> --runtime @config.json --data-path /path/to/folder`.
 - `warnings` lists what is still missing; fix later with `site credentials <alias> --hosting-credential <account>` (`""` removes one).
@@ -57,7 +57,7 @@ npx -y @fleox-agent-crm/agentcrm@0.3.1 site add <alias> --admin-url https://crm.
 ## Health check
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 doctor --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 doctor --site <alias> --json
 ```
 
 `data.checks[]` has `id`, `status` (ok / warn / fail / skip), `message` and, for problems, `fix`. Exit code 1 when a check fails. Walk the user through each fix, most important first:
@@ -75,8 +75,8 @@ Details of every check: references/doctor.md.
 ## Update a hosted admin
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 deploy-admin --site <alias> --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 deploy-admin --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 deploy-admin --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 deploy-admin --site <alias> --yes --json
 ```
 
 Without `--yes` it prints the plan (`needsConfirmation: true`, versions, file count): show it, ask, then re-run with `--yes`. `--all` covers every CRM with a hosting. It refuses downgrades and admins that store a newer data format. GitHub / GitLab Pages need a minute before `doctor` sees the new version.
@@ -86,8 +86,8 @@ Without `--yes` it prints the plan (`needsConfirmation: true`, versions, file co
 Deleted records stay restorable until compaction. To erase them physically and shrink the journal:
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 compact --site <alias> --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 compact --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 compact --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 compact --site <alias> --yes --json
 ```
 
 Show the plan (records purged) and confirm first: it can't be undone. Run it from one place at a time.
@@ -97,12 +97,12 @@ Show the plan (records purged) and confirm first: it can't be undone. Run it fro
 Scheduled / inactivity automations and lead form ingestion run when the admin is open, or from a cron. The recommended cron is a GitHub Actions workflow in a private repo: references/cron.md. Locally:
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 automations run --site <alias> --yes --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 forms ingest --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 automations run --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 forms ingest --site <alias> --yes --json
 ```
 
 ## Overview of one CRM
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 stats --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 stats --site <alias> --json
 ```

package/plugin/skills/agentcrm-sales/SKILL.md

@@ -4,7 +4,7 @@ description: Sales workflows on an AgentCRM - pipeline review and forecast, stal
 license: PolyForm-Noncommercial-1.0.0
 compatibility: Requires Node.js 20+. Web search / fetch tools help for enrichment.
 metadata:
-  version: "0.3.1"
+  version: "0.3.3"
   repository: "https://github.com/fleox/agentcrm"
 allowed-tools: Bash Read Write WebSearch WebFetch
 ---
@@ -15,7 +15,7 @@ You are the user's sales assistant on top of their CRM. Read with the CLI, reaso
 
 **Language:** talk to the user in their language; keep commands and files in English.
 
-Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.1 <command> --json` with `--site <alias>` (pick it with the `agentcrm-manage` skill). Command details are in the `agentcrm-admin` skill.
+Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.3 <command> --json` with `--site <alias>` (pick it with the `agentcrm-manage` skill). Command details are in the `agentcrm-admin` skill.
 
 ## Ground rules
 
@@ -27,10 +27,10 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.1 <command> --json` with
 ## Pipeline review
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 report pipeline --site acme --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 report forecast --site acme --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 report stale --site acme --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 records list --site acme --object deals --filter closeDate:before:today --filter stage:notIn:won,lost --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 report pipeline --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 report forecast --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 report stale --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 records list --site acme --object deals --filter closeDate:before:today --filter stage:notIn:won,lost --json
 ```
 
 Answer with: open amount and weighted forecast (vs last review if known), deals per stage, the at-risk list (stale, close date passed, no open task, no contact), and ONE next best action per at-risk deal. Then offer to create the follow-up tasks (`tasks add … --record <dealId>`) and fix stale close dates (`records update <id> --set closeDate=…`). Playbook and next-best-action rules: references/playbooks.md.
@@ -40,9 +40,9 @@ Answer with: open amount and weighted forecast (vs last review if known), deals
 For a person, company or deal:
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 records get <id> --site acme --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 activities list --site acme --record <id> --related --limit 30 --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 tasks list --site acme --record <id> --status all --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 records get <id> --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 activities list --site acme --record <id> --related --limit 30 --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 tasks list --site acme --record <id> --status all --json
 ```
 
 Brief (one page): who they are (role, company, size, industry), relationship history (last 5 interactions, open questions, promises made), open deals (stage, amount, close date), recent public news about the company (cite links), 3 goals for the meeting, questions to ask, risks. Offer to save it as a note on the record.
@@ -54,7 +54,7 @@ Read the record and its timeline (as above), then draft the email: subject + bod
 ## Lead qualification and enrichment
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 records list --site acme --object people --filter lifecycleStage:eq:lead --sort createdAt:desc --limit 25 --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 records list --site acme --object people --filter lifecycleStage:eq:lead --sort createdAt:desc --limit 25 --json
 ```
 
 For each lead: read the record and its company; enrich from public sources (company website: size, industry, location; the person's public role); score fit (1-5) and intent from the timeline; recommend a lifecycle stage and an owner. Present a table, then apply approved changes with `records update` and log the sources with `notes add`. Details: references/enrichment.md.
@@ -62,8 +62,8 @@ For each lead: read the record and its company; enrich from public sources (comp
 ## Clean duplicates
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 records duplicates --site acme --object people --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 records duplicates --site acme --object companies --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 records duplicates --site acme --object people --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 records duplicates --site acme --object companies --json
 ```
 
 For each group, pick the primary (most complete, most activities), show what the merge keeps, then `records merge <primaryId> <dupId>...` (plan, then `--yes`) group by group.
@@ -71,18 +71,18 @@ For each group, pick the primary (most complete, most activities), show what the
 ## Trade show / event lead lists
 
 1. Look at the file (headers, a few rows) and map columns to people fields; put the event name in `leadSource` (add the option if missing) and `tags`.
-2. Dry run: `npx -y @fleox-agent-crm/agentcrm@0.3.1 import csv leads.csv --site acme --object people --map "…" --json`. Report new vs existing contacts and errors.
+2. Dry run: `npx -y @fleox-agent-crm/agentcrm@0.3.3 import csv leads.csv --site acme --object people --map "…" --json`. Report new vs existing contacts and errors.
 3. After approval: the same with `--yes`.
 4. Offer the follow-up: a task per hot lead for its owner, or a note on each record with the booth conversation if the file has comments.
 
 ## Weekly sales report
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.1 report won-lost --site acme --months 3 --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 report activity --site acme --days 7 --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 report pipeline --site acme --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 report conversion --site acme --json
-npx -y @fleox-agent-crm/agentcrm@0.3.1 tasks list --site acme --overdue --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 report won-lost --site acme --months 3 --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 report activity --site acme --days 7 --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 report pipeline --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 report conversion --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.3.3 tasks list --site acme --overdue --json
 ```
 
 Template and what to compute: references/weekly-report.md.

package/dist/admin/assets/firebase-C1x_l9P9.js

@@ -1,2 +0,0 @@
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Ask an admin to add your email in Settings → Users.",r)}async function D(){const o=await n.auth.currentUser();if(!o)return a=null,null;try{const r=await O(o);return a=null,{uid:o.uid,email:E(o.email),displayName:o.displayName||E(o.email),role:r}}catch(r){return a=r instanceof N?r:new N("error",r.message,E(o.email)),null}}async function J(o,r,f){const d=pe(o,r);(c==null?void 0:c.role)==="admin"&&d.push(...ue(o,g=>r.users.get(g)??p.get(g),f));for(const g of ce(d,re))await n.commit(g);for(const g of o){if(g.collection!=="users")continue;const l=g.op==="set"?g.doc.id:g.id,w=f.users.get(l);w?p.set(l,w):p.delete(l)}}const S=Y({kind:"firebase",async load(){const o=new Map;let r=[];await Promise.all([...L.map(async d=>o.set(d,await C(d))),C(F).then(d=>r=d)]);const f=y(o,r);return P(),f},persist:(o,r,f)=>J(o,r,f),watch(o){const r=new Map;let f=null;const d=()=>{r.size<L.length||f===null||(o(y(r,f)),P())},g=L.map(l=>n.watchCollection(l,w=>{r.set(l,w),d()},w=>{_(w)?r.set(l,[]):console.warn(`[firebase] live updates of ${l} stopped:`,w)}));return g.push(n.watchCollection(F,l=>{f=l,d()},l=>{_(l)?f=[]:console.warn("[firebase] live updates of extension chunks stopped:",l)})),()=>g.forEach(l=>l())},identity(){return i||(i=D().then(o=>(c=o,o||(i=null),o))),i},close(){m()}});function P(){if((c==null?void 0:c.role)!=="admin"||h)return;const o=[...p.values()].filter(r=>typeof r.replaces=="string");o.length&&(h=!0,setTimeout(()=>{Q(o).finally(()=>h=!1)},0))}async function Q(o){var l;const r=[],f=[],d=S.list("objects"),g=new Map(d.map(w=>[w.id,(w.fields??[]).filter(u=>u.type==="user").map(u=>u.id)]));for(const w of o){const u=w.replaces,b=w.id,k=p.get(u);for(const v of S.list("records")){const I={};v.ownerId===u&&(I.ownerId=b),v.createdBy===u&&(I.createdBy=b);for(const M of g.get(v.object)??[]){const A=(l=v.fields)==null?void 0:l[M];A===u?I[`fields.${M}`]=b:Array.isArray(A)&&A.includes(u)&&(I[`fields.${M}`]=A.map(V=>V===u?b:V))}Object.keys(I).length&&r.push({op:"patch",collection:"records",id:v.id,fields:I})}for(const v of S.list("activities"))v.assigneeId===u&&r.push({op:"patch",collection:"activities",id:v.id,fields:{assigneeId:b}});const R=S.get("settings","general");(R==null?void 0:R.ownerUserId)===u&&r.push({op:"patch",collection:"settings",id:"general",fields:{ownerUserId:b}}),k&&(r.push({op:"delete",collection:"users",id:u}),E(k.email)&&f.push({type:"delete",collection:j,id:E(k.email)})),r.push({op:"patch",collection:"users",id:b,fields:{replaces:void 0,...k&&k.role!==w.role&&T(k.role)?{role:k.role}:{}}})}try{await S.write(r,{message:"Link invited users"}),f.length&&await n.commit(f)}catch(w){console.warn("[firebase] could not link invited users:",w)}}return Z(S,me(n)),Object.assign(S,{api:n,accessError:()=>a,resetSession(){i=null,c=null,a=null}})}const $=new Map;function we(e){const n=e.firebase.projectId??"default";let s=$.get(n);return s||(s=ee(()=>import("./sdk-DgzLACmL.js"),__vite__mapDeps([0,1,2,3,4,5]),import.meta.url).then(t=>t.createSdkFirebaseApi(e.firebase)),$.set(n,s),s.catch(()=>$.delete(n))),s}let U=null;ne("firebase",{async signOut(){await(U==null?void 0:U.auth.signOut())}});async function Ee(e,n={}){var i;const s=e;if(!((i=s.firebase)!=null&&i.apiKey)||!s.firebase.projectId)throw new Error("The Firebase web config (apiKey, projectId) is missing.");const t=await we(s);return U=t,ge({api:t})}export{oe as DELETE_FIELD,F as EXTENSION_CHUNKS_COLLECTION,x as EXTENSION_CHUNK_CHARS,re as FIRESTORE_BATCH_LIMIT,N as FirebaseAccessError,j as INVITES_COLLECTION,he as STORAGE_FILES_DIR,q as STORAGE_NOT_ENABLED,de as assembleExtensionDocs,ce as chunk,Ee as createFirebaseStore,ge as createFirebaseStoreWith,E as emailKey,G as errorCode,we as firebaseApiFor,me as firebaseFileStore,ue as inviteOps,be as isFirebaseStore,_ as isPermissionDenied,pe as mutationOps};