@fleox-agent-crm/agentcrm 0.3.3 → 0.5.0

package/plugin/skills/agentcrm-extensions/references/theme-recipes.md

@@ -57,9 +57,9 @@ Variables: `--acc-50` … `--acc-950` (accent scale), `--srf-50` … `--srf-950`
 
 ```bash
 npm run build
-npx -y @fleox-agent-crm/agentcrm@0.3.3 ext check . --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 ext install . --site acme --yes --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 appearance preset acme-brand --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 ext check . --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 ext install . --site acme --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance preset acme-brand --site acme --json
 ```
 
 `ext check` prints the resolved values (`data.theme.appearance`) and the CSS size. `appearance preset` prints the before / after plan; add `--yes` to apply. Open the admin to look at it (light and dark, a table and a record page).

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

@@ -4,7 +4,7 @@ description: Install a new AgentCRM (static, AI-drivable CRM) for the user - ask
 license: PolyForm-Noncommercial-1.0.0
 compatibility: Requires Node.js 20+ and network access to the chosen storage. Works in Claude Code and any agent that can run shell commands.
 metadata:
-  version: "0.3.3"
+  version: "0.5.0"
   repository: "https://github.com/fleox/agentcrm"
 allowed-tools: Bash Read Write
 ---
@@ -15,13 +15,13 @@ AgentCRM is a HubSpot / Twenty-style CRM (companies, people, deals, pipelines, a
 
 **Language:** talk to the user in their language; keep commands, files and plans in English.
 
-Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.3 <command> --json` (Node.js 20+). Each prints ONE JSON object: `{"ok": true, "data": ...}` or `{"ok": false, "error": {"code", "message", "hint"}}`. When `ok` is false, read `error.hint` and act on it. Exit code 2 = a usage error in your command.
+Every command is `npx -y @fleox-agent-crm/agentcrm@0.5.0 <command> --json` (Node.js 20+). Each prints ONE JSON object: `{"ok": true, "data": ...}` or `{"ok": false, "error": {"code", "message", "hint"}}`. When `ok` is false, read `error.hint` and act on it. Exit code 2 = a usage error in your command.
 
 ## 1. Start with status and options
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.3 status --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 options --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 status --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 options --json
 ```
 
 `status` shows CRMs this computer already manages (maybe the user wants `agentcrm-manage` instead). `options` lists backends, data locations, hostings, credential types and the plan format.
@@ -36,7 +36,7 @@ The CRM holds personal data (contacts, emails, phone numbers). Ask, in this orde
    - a **folder on this computer** - single computer, no account. Advise backing it up.
 2. **Firebase** (backend `firebase`) - real-time teams with logins and per-user roles. See references/firebase.md.
 3. **A private git repo as readable JSON** (backend `git-json`) - readable history, but deleted records stay in the git history: warn the user.
-4. **This browser only** - for trying it: `npx -y @fleox-agent-crm/agentcrm@0.3.3 serve --json`, then "This browser" in the wizard. The CLI can't reach it.
+4. **This browser only** - for trying it: `npx -y @fleox-agent-crm/agentcrm@0.5.0 serve --json`, then "This browser" in the wizard. The CLI can't reach it.
 
 Encryption: the journal is encrypted with AES-256-GCM by default. A passphrase is generated at install and stored only on this computer. Never offer to turn it off unless the user insists and the location is strictly private.
 
@@ -54,15 +54,15 @@ HTTPS is required: browsers only allow the admin's request signing and encryptio
 
 ## 4. Credentials - never in the chat
 
-Secrets (keys, tokens, passwords, passphrases) are NEVER typed into the conversation and never written in a plan. The user stores each one in their own terminal; in Claude Code they type `! npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials set s3:main` (hidden prompt). Alternatives that keep secrets out of the chat:
+Secrets (keys, tokens, passwords, passphrases) are NEVER typed into the conversation and never written in a plan. The user stores each one in their own terminal; in Claude Code they type `! npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials set s3:main` (hidden prompt). Alternatives that keep secrets out of the chat:
 
 - `--from-env KEY_ID,SECRET` - variables the user already exported (CI, `.env`).
 - `--from-aws-profile <profile>` - an existing aws CLI profile (s3).
 - `--from-gh` - the token of the signed-in GitHub CLI (github).
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials list --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials types --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials list --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials types --json
 ```
 
 How to create each key with least privilege: references/s3.md, references/github.md, references/firebase.md. One account can serve several CRMs (`s3:main` for both the data bucket and the hosting bucket is fine).
@@ -89,8 +89,8 @@ Write `plan.json` (no secrets, only account ids):
 More examples (GitHub repo data + GitHub Pages, local folder, Firebase): references/plans.md. `owner` becomes the first CRM admin, and the CLI acts as that user. `demo: true` adds a realistic sample dataset - offer it for a first look, not for a production CRM.
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.3 install --plan plan.json --dry-run --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 install --plan plan.json --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 install --plan plan.json --dry-run --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 install --plan plan.json --json
 ```
 
 The dry run checks every access and writes nothing. Fix `check-failed` errors with their hint (permissions, names, CORS) before installing. An existing dataset in the same place is kept; only what's missing is seeded.
@@ -99,16 +99,16 @@ The dry run checks every access and writes nothing. Fix `check-failed` errors wi
 
 When the result has `savePassphrase`, stop and do it with the user before anything else:
 
-1. `npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials copy passphrase:<alias> --json` puts it on the clipboard (never print it).
+1. `npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials copy passphrase:<alias> --json` puts it on the clipboard (never print it).
 2. The user pastes it into their password manager now.
-3. The user proves it: in their own terminal, `! npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials verify passphrase:<alias>`, pasting FROM the password manager. It must say "verified".
+3. The user proves it: in their own terminal, `! npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials verify passphrase:<alias>`, pasting FROM the password manager. It must say "verified".
 
 Without the passphrase nobody can read the data, ever.
 
 ## 7. Verify
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.3 doctor --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 doctor --site <alias> --json
 ```
 
 Every failing check has a `fix`. The most common one on buckets is CORS: the result prints the exact JSON rule for the data bucket - help the user apply it (references/s3.md). Then give the user the admin URL (`data.adminUrl` of the install) and explain: each new browser asks once for the storage keys and the passphrase, which stay in that browser.

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

@@ -3,7 +3,7 @@
 1. Create a Firebase project (console.firebase.google.com), add a Web app and copy its config (apiKey, authDomain, projectId, appId...). The web apiKey is public by design.
 2. Enable Authentication → Sign-in method → Email/Password (and Google if wanted).
 3. Create Firestore (production mode) and publish the AgentCRM security rules (see docs/firebase.md in the repository).
-4. Create the first admin account (Authentication → Users → Add user). The user stores its login: `! npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials set firebase:<name>` (email + password at hidden prompts).
+4. Create the first admin account (Authentication → Users → Add user). The user stores its login: `! npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials set firebase:<name>` (email + password at hidden prompts).
 5. Plan:
 
 ```json

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

@@ -7,7 +7,7 @@ Fine-grained personal access token: https://github.com/settings/personal-access-
 - Repository access: only the data repository (PRIVATE) and, if used, the admin hosting repository.
 - Permissions: Contents read and write; Metadata read-only; Pages read and write (optional, lets the CLI enable Pages).
 
-The user stores it: `! npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials set github:<login>`, or reuses the GitHub CLI login: `npx -y @fleox-agent-crm/agentcrm@0.3.3 credentials set github:<login> --from-gh --json`.
+The user stores it: `! npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials set github:<login>`, or reuses the GitHub CLI login: `npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials set github:<login> --from-gh --json`.
 
 GitLab: project → Settings → Access tokens, scope `api`, role Developer; store as `gitlab:<name>`.
 

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

@@ -5,13 +5,13 @@
 Claude Code:
 
 ```bash
-claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.3.3 mcp --site <alias>
+claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.5.0 mcp --site <alias>
 ```
 
 Claude Desktop (`claude_desktop_config.json`) and Cursor (`.cursor/mcp.json`):
 
 ```json
-{ "mcpServers": { "agentcrm": { "command": "npx", "args": ["-y", "@fleox-agent-crm/agentcrm@0.3.3", "mcp", "--site", "<alias>"] } } }
+{ "mcpServers": { "agentcrm": { "command": "npx", "args": ["-y", "@fleox-agent-crm/agentcrm@0.5.0", "mcp", "--site", "<alias>"] } } }
 ```
 
 The server uses the credentials of this computer (`~/.agentcrm`) and acts as the site's CLI user.

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

@@ -23,7 +23,7 @@
 }
 ```
 
-Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.3.3 serve --json` and the folder picker.
+Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 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@0.5.0 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: "0.3.3"
+  version: "0.5.0"
   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@0.3.3 <command> --json` (Node.js 20+); read `error.hint` whenever `ok` is false.
+Every command is `npx -y @fleox-agent-crm/agentcrm@0.5.0 <command> --json` (Node.js 20+); read `error.hint` whenever `ok` is false.
 
 ## Always start with status
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.3 status --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 status --json
 ## Which CRM?
 
 ```bash
-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
+npx -y @fleox-agent-crm/agentcrm@0.5.0 site list --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 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@0.5.0 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@0.3.3 credentials set passphrase:<alias>`.
+- `--passphrase-credential`: encrypted journals. The user stores the passphrase from their password manager: `! npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 site add <alias> --admin-url https://crm.
 ## Health check
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.3 doctor --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 deploy-admin --site <alias> --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 deploy-admin --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 deploy-admin --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 compact --site <alias> --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 compact --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 compact --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 automations run --site <alias> --yes --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 forms ingest --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 automations run --site <alias> --yes --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 forms ingest --site <alias> --yes --json
 ```
 
 ## Overview of one CRM
 
 ```bash
-npx -y @fleox-agent-crm/agentcrm@0.3.3 stats --site <alias> --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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: "0.3.3"
+  version: "0.5.0"
   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@0.3.3 <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@0.5.0 <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@0.3.3 <command> --json` with
 ## Pipeline review
 
 ```bash
-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
+npx -y @fleox-agent-crm/agentcrm@0.5.0 report pipeline --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 report forecast --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 report stale --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 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
+npx -y @fleox-agent-crm/agentcrm@0.5.0 records get <id> --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 activities list --site acme --record <id> --related --limit 30 --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 records list --site acme --object people --filter lifecycleStage:eq:lead --sort createdAt:desc --limit 25 --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 records duplicates --site acme --object people --json
-npx -y @fleox-agent-crm/agentcrm@0.3.3 records duplicates --site acme --object companies --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 records duplicates --site acme --object people --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 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@0.3.3 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@0.5.0 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@0.3.3 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
+npx -y @fleox-agent-crm/agentcrm@0.5.0 report won-lost --site acme --months 3 --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 report activity --site acme --days 7 --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 report pipeline --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 report conversion --site acme --json
+npx -y @fleox-agent-crm/agentcrm@0.5.0 tasks list --site acme --overdue --json
 ```
 
 Template and what to compute: references/weekly-report.md.

package/dist/admin/assets/firebase-BG1GpyBB.js

@@ -1,2 +0,0 @@
-const __vite__mapDeps=(i,m=__vite__mapDeps,d=(m.f||(m.f=["./sdk-DtP9zqdi.js","./index-DLy5RpPl.js","./index-TcjySLVg.css","./index.esm-Dum0J07z.js","./index.esm2017-EOzKbpUS.js","./index.esm-CtEQZRb1.js"])))=>i.map(i=>d[i]);
-import{c as Z,w as ee,_ as te,C as A,e as ie,p as z,n as ne,r as oe,F as H,a as se}from"./index-DLy5RpPl.js";const re=Symbol("deleteField");function G(e){return(e==null?void 0:e.code)??""}function k(e){const n=G(e);return n==="permission-denied"||n==="firestore/permission-denied"}const ce=500;function ae(e,n){const i=[];for(let t=0;t<e.length;t+=n)i.push(e.slice(t,t+n));return i}const j="invites",F="extensionChunks",x=3e5,le=["admin","member","viewer"];class N extends Error{constructor(n,i,t){super(i),this.reason=n,this.email=t,this.name="FirebaseAccessError"}}function ve(e){return e.kind==="firebase"&&typeof e.accessError=="function"}function X(e){const{id:n,...i}=z(e);return i}function ue(e){return ne({...e.data,id:e.id})}function T(e){return typeof e=="string"&&le.includes(e)}function E(e){return typeof e=="string"?e.trim().toLowerCase():""}function W(e){return!!e&&!e.authUid&&!!E(e.email)}function fe(e,n,i){const t=new Map;for(const o of e){if(o.collection!=="users")continue;const r=o.op==="set"?o.doc.id:o.id,a=n(r),p=i.users.get(r),m=W(a)?E(a.email):"",w=W(p)?E(p.email):"";m&&m!==w&&t.set(m,{type:"delete",collection:j,id:m}),w&&p&&(p.disabled?t.set(w,{type:"delete",collection:j,id:w}):t.set(w,{type:"set",collection:j,id:w,data:{role:T(p.role)?p.role:"member",userId:r,email:w}}))}return[...t.values()]}const P=(e,n,i)=>`${e}__${n}__${i}`;function J(e){const n=(e==null?void 0:e.files)??{},i={};for(const[t,o]of Object.entries(n))typeof o=="string"&&(i[t]=Math.ceil(o.length/x));return i}function de(e,n){const i=e.files??{},t=Object.values(i).reduce((p,m)=>p+(typeof m=="string"?m.length:0),0),o=[],r={},a=X(e);if(t>x){for(const[p,m]of Object.entries(i)){if(typeof m!="string")continue;const w=Math.ceil(m.length/x);r[p]=w;for(let y=0;y<w;y++)o.push({type:"set",collection:F,id:P(e.id,p,y),data:{ext:e.id,file:p,index:y,data:m.slice(y*x,(y+1)*x)}})}a.files={},a.chunks=r}for(const[p,m]of Object.entries(J(n)))for(let w=r[p]??0;w<m;w++)o.push({type:"delete",collection:F,id:P(e.id,p,w)});return o.unshift({type:"set",collection:"extensions",id:e.id,data:a}),o}function pe(e,n){const i=new Map;for(const t of n){const o=String(t.data.ext??"");i.set(o,[...i.get(o)??[],t])}return e.map(t=>{const o=t.data.chunks;if(!o||typeof o!="object")return t;const r={},a=i.get(t.id)??[];for(const[w,y]of Object.entries(o)){const C=a.filter(v=>v.data.file===w).sort((v,D)=>Number(v.data.index)-Number(D.data.index));C.length===y&&(r[w]=C.map(v=>String(v.data.data??"")).join(""))}const{chunks:p,...m}=t.data;return{id:t.id,data:{...m,files:r}}})}function he(e,n){const i=[];for(const t of e)if(t.op==="set"&&t.collection==="extensions")i.push(...de(t.doc,n.extensions.get(t.doc.id)));else if(t.op==="set")i.push({type:"set",collection:t.collection,id:t.doc.id,data:X(t.doc)});else if(t.op==="delete"){if(i.push({type:"delete",collection:t.collection,id:t.id}),t.collection==="extensions")for(const[o,r]of Object.entries(J(n.extensions.get(t.id))))for(let a=0;a<r;a++)i.push({type:"delete",collection:F,id:P(t.id,o,a)})}else{if(!n[t.collection].has(t.id))continue;const o={};for(const[r,a]of Object.entries(t.fields))r==="id"||r.startsWith("id.")||(o[r]=a===void 0?re:z(a));Object.keys(o).length&&i.push({type:"update",collection:t.collection,id:t.id,data:o})}return i}const me="files",q="Firebase Storage isn't enabled for this project: enable it in the Firebase console (Build → Storage), add `storageBucket` to the web config and deploy the storage rules (docs/files.md).";function we(e){const n=()=>{if(!e.storage)throw new H(q);return e.storage},i=o=>(se(o),`${me}/${o}`),t=async o=>{try{return await o()}catch(r){const a=G(r);throw a==="storage/unknown"||a==="storage/bucket-not-found"||a==="storage/no-default-bucket"?new H(q):r}};return{kind:"firebase",put:(o,r,a)=>t(()=>n().put(i(o),r,a==null?void 0:a.mime)),async putMany(o){for(const r of o)await t(()=>{var a;return n().put(i(r.id),r.bytes,(a=r.meta)==null?void 0:a.mime)})},get:o=>t(()=>n().get(i(o))),delete:o=>t(()=>n().delete(i(o)))}}function ge(e){const n=e.api,i=e.requireVerifiedEmail!==!1,t=e.now??Date.now;let o=null,r=null,a=null,p=new Map,m=!1;const w=n.auth.onChange(s=>{(!s||s.uid!==(r==null?void 0:r.uid))&&(o=null,r=null)});function y(s,c){const f=ie();for(const d of A){const h=d==="extensions"?pe(s.get(d)??[],c):s.get(d)??[];for(const l of h)f[d].set(l.id,ue(l))}p=new Map(f.users);for(const d of[...f.users.values()])typeof d.replaces=="string"&&d.replaces!==d.id&&f.users.delete(d.replaces);return f}async function C(s){try{return await n.listCollection(s)}catch(c){if(k(c))return[];throw c}}async function v(s){const c=E(s.email);let f=null;try{f=await n.getDoc("users",s.uid)}catch(u){if(!k(u))throw u}if(f)return T(f.role)?f.role:"viewer";if(i&&!s.emailVerified)throw new N("unverified","Verify your email address to continue.",c);const d={email:c,name:s.displayName||c.split("@")[0]||"User",authUid:s.uid,createdAt:t(),updatedAt:t(),...s.photoURL?{avatarUrl:s.photoURL}:{}},h=(u,b={})=>n.commit([{type:"set",collection:"users",id:s.uid,data:{...d,...b,role:u}}]);try{return await h("admin"),"admin"}catch(u){if(!k(u))throw u}let l=null;try{l=c?await n.getDoc(j,c):null}catch(u){if(!k(u))throw u}const g=l&&T(l.role)?l.role:"member";try{return await h(g,l&&typeof l.userId=="string"?{replaces:l.userId}:{}),g}catch(u){if(!k(u))throw u}throw new N("notInvited","This account has not been invited to this CRM. Ask an admin to add your email in Settings → Users.",c)}async function D(){const s=await n.auth.currentUser();if(!s)return a=null,null;try{const c=await v(s);return a=null,{uid:s.uid,email:E(s.email),displayName:s.displayName||E(s.email),role:c}}catch(c){return a=c instanceof N?c:new N("error",c.message,E(s.email)),null}}function B(){return o||(o=D().then(s=>(r=s,s||(o=null),s))),o}async function Q(s,c,f){const d=he(s,c);!r&&s.some(h=>h.collection==="users")&&await B(),(r==null?void 0:r.role)==="admin"&&d.push(...fe(s,h=>c.users.get(h)??p.get(h),f));for(const h of ae(d,ce))await n.commit(h);for(const h of s){if(h.collection!=="users")continue;const l=h.op==="set"?h.doc.id:h.id,g=f.users.get(l);g?p.set(l,g):p.delete(l)}}const S=Z({kind:"firebase",async load(){const s=new Map;let c=[];await Promise.all([...A.map(async d=>s.set(d,await C(d))),C(F).then(d=>c=d)]);const f=y(s,c);return V(),f},persist:(s,c,f)=>Q(s,c,f),watch(s){const c=new Map;let f=null;const d=()=>{c.size<A.length||f===null||(s(y(c,f)),V())},h=A.map(l=>n.watchCollection(l,g=>{c.set(l,g),d()},g=>{k(g)?c.set(l,[]):console.warn(`[firebase] live updates of ${l} stopped:`,g)}));return h.push(n.watchCollection(F,l=>{f=l,d()},l=>{k(l)?f=[]:console.warn("[firebase] live updates of extension chunks stopped:",l)})),()=>h.forEach(l=>l())},identity:B,close(){w()}});function V(){if((r==null?void 0:r.role)!=="admin"||m)return;const s=[...p.values()].filter(c=>typeof c.replaces=="string");s.length&&(m=!0,setTimeout(()=>{Y(s).finally(()=>m=!1)},0))}async function Y(s){var l;const c=[],f=[],d=S.list("objects"),h=new Map(d.map(g=>[g.id,(g.fields??[]).filter(u=>u.type==="user").map(u=>u.id)]));for(const g of s){const u=g.replaces,b=g.id,I=p.get(u);for(const O of S.list("records")){const _={};O.ownerId===u&&(_.ownerId=b),O.createdBy===u&&(_.createdBy=b);for(const M of h.get(O.object)??[]){const L=(l=O.fields)==null?void 0:l[M];L===u?_[`fields.${M}`]=b:Array.isArray(L)&&L.includes(u)&&(_[`fields.${M}`]=L.map(K=>K===u?b:K))}Object.keys(_).length&&c.push({op:"patch",collection:"records",id:O.id,fields:_})}for(const O of S.list("activities"))O.assigneeId===u&&c.push({op:"patch",collection:"activities",id:O.id,fields:{assigneeId:b}});const R=S.get("settings","general");(R==null?void 0:R.ownerUserId)===u&&c.push({op:"patch",collection:"settings",id:"general",fields:{ownerUserId:b}}),I&&(c.push({op:"delete",collection:"users",id:u}),E(I.email)&&f.push({type:"delete",collection:j,id:E(I.email)})),c.push({op:"patch",collection:"users",id:b,fields:{replaces:void 0,...I&&I.role!==g.role&&T(I.role)?{role:I.role}:{}}})}try{await S.write(c,{message:"Link invited users"}),f.length&&await n.commit(f)}catch(g){console.warn("[firebase] could not link invited users:",g)}}return ee(S,we(n)),Object.assign(S,{api:n,accessError:()=>a,resetSession(){o=null,r=null,a=null}})}const $=new Map;function ye(e){const n=e.firebase.projectId??"default";let i=$.get(n);return i||(i=te(()=>import("./sdk-DtP9zqdi.js"),__vite__mapDeps([0,1,2,3,4,5]),import.meta.url).then(t=>t.createSdkFirebaseApi(e.firebase)),$.set(n,i),i.catch(()=>$.delete(n))),i}let U=null;oe("firebase",{async signOut(){await(U==null?void 0:U.auth.signOut())}});function be(e){const n=typeof(e==null?void 0:e.email)=="string"?e.email.trim():"",i=typeof(e==null?void 0:e.password)=="string"?e.password:"";return n&&i?{email:n,password:i}:null}async function Ee(e,n){const i=be(n);if(!i)return null;const t=await e.auth.currentUser();return t!=null&&t.email&&t.email.toLowerCase()===i.email.toLowerCase()?t:(t&&await e.auth.signOut(),e.auth.signInWithPassword(i.email,i.password))}async function Se(e,n={}){var o;const i=e;if(!((o=i.firebase)!=null&&o.apiKey)||!i.firebase.projectId)throw new Error("The Firebase web config (apiKey, projectId) is missing.");const t=await ye(i);return U=t,await Ee(t,n.secrets),ge({api:t})}export{re as DELETE_FIELD,F as EXTENSION_CHUNKS_COLLECTION,x as EXTENSION_CHUNK_CHARS,ce as FIRESTORE_BATCH_LIMIT,N as FirebaseAccessError,j as INVITES_COLLECTION,me as STORAGE_FILES_DIR,q as STORAGE_NOT_ENABLED,pe as assembleExtensionDocs,ae as chunk,Se as createFirebaseStore,ge as createFirebaseStoreWith,E as emailKey,G as errorCode,ye as firebaseApiFor,we as firebaseFileStore,fe as inviteOps,ve as isFirebaseStore,k as isPermissionDenied,he as mutationOps,Ee as signInWithSecrets};

package/dist/agent/chunks/api-Dwb4xz1k.mjs

@@ -1,27 +0,0 @@
-import { createRequire as __acrmRequire } from "node:module";
-import { fileURLToPath as __acrmPath } from "node:url";
-import { dirname as __acrmDirname } from "node:path";
-const require2 = __acrmRequire(import.meta.url);
-const __filename = __acrmPath(import.meta.url);
-const __dirname = __acrmDirname(__filename);
-const DELETE_FIELD = Symbol("deleteField");
-function errorCode(err) {
-  return err?.code ?? "";
-}
-function isPermissionDenied(err) {
-  const code = errorCode(err);
-  return code === "permission-denied" || code === "firestore/permission-denied";
-}
-const FIRESTORE_BATCH_LIMIT = 500;
-function chunk(items, size) {
-  const out = [];
-  for (let i = 0; i < items.length; i += size) out.push(items.slice(i, i + size));
-  return out;
-}
-export {
-  DELETE_FIELD as D,
-  FIRESTORE_BATCH_LIMIT as F,
-  chunk as c,
-  errorCode as e,
-  isPermissionDenied as i
-};