@fleox-agent-crm/agentcrm 0.5.0 → 0.6.0

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Files changed (46) hide show
  1. package/README.md +16 -16
  2. package/changelog.json +9 -0
  3. package/dist/admin/admin-files.json +1 -1
  4. package/dist/agent/agentcrm.mjs +113 -73
  5. package/dist/agent/chunks/{activities-Cj_SIOay.mjs → activities-be260oPg.mjs} +1 -1
  6. package/dist/agent/chunks/{automations-BqY8EwfJ.mjs → automations-gCDYNS88.mjs} +4 -4
  7. package/dist/agent/chunks/{backup-CO0EzdF_.mjs → backup-DDqTRbuW.mjs} +3 -3
  8. package/dist/agent/chunks/{compact-qF5t42ko.mjs → compact-C_WX0_F5.mjs} +4 -4
  9. package/dist/agent/chunks/{dedupe-BepmsaHv.mjs → dedupe-isAmKHQV.mjs} +1 -1
  10. package/dist/agent/chunks/{exportCsv-C-fIHLm1.mjs → exportCsv-9ZMyqTdH.mjs} +2 -2
  11. package/dist/agent/chunks/{extCheck-BcbUc7eB.mjs → extCheck-BKh_9aLA.mjs} +3 -3
  12. package/dist/agent/chunks/{files-C4YONVqQ.mjs → files-Be7DZd1a.mjs} +5 -5
  13. package/dist/agent/chunks/{forms-DJDop3XY.mjs → forms-Bb0zztBM.mjs} +3 -3
  14. package/dist/agent/chunks/{importCsv-XjQJ9QIR.mjs → importCsv-BuSYG4ja.mjs} +2 -2
  15. package/dist/agent/chunks/{loader-Cv0UJf6b.mjs → loader-Bnu3GnMW.mjs} +13 -13
  16. package/dist/agent/chunks/{pipelines-DiJ2dLqQ.mjs → pipelines-G-c23x-s.mjs} +2 -2
  17. package/dist/agent/chunks/{records-CCTxxMWF.mjs → records-BJLSmv0O.mjs} +1 -1
  18. package/dist/agent/chunks/{registry-ClzNZv9Z.mjs → registry-BpTyK6yU.mjs} +12 -12
  19. package/dist/agent/chunks/{relations-B9TynBmA.mjs → relations-bmUKPT0G.mjs} +4 -4
  20. package/dist/agent/chunks/{reports-WlI_A5Nr.mjs → reports-ogUa41jr.mjs} +4 -4
  21. package/dist/agent/chunks/{runtime-BAF5vU5D.mjs → runtime-D-hzk6s9.mjs} +17 -17
  22. package/dist/agent/chunks/{schema-DOnnH2zL.mjs → schema-CYm_n5BN.mjs} +2 -2
  23. package/dist/agent/chunks/{schemaApply-DKHipylx.mjs → schemaApply-j5hbwPrH.mjs} +11 -6
  24. package/dist/agent/chunks/{server-Bch4TQon.mjs → server-BAQwVNtC.mjs} +3 -3
  25. package/dist/agent/chunks/{stats-DfmDP3tE.mjs → stats-bInarNLK.mjs} +3 -3
  26. package/dist/agent/chunks/syncRecords-69hcCgOK.mjs +102 -0
  27. package/dist/agent/chunks/{tools-CCk24tdh.mjs → tools-BHmVIyP_.mjs} +11 -11
  28. package/dist/agent/chunks/{views-BbhmQO3n.mjs → views-zRdsphZl.mjs} +2 -2
  29. package/dist/version.json +1 -1
  30. package/package.json +1 -1
  31. package/plugin/.claude-plugin/plugin.json +1 -1
  32. package/plugin/skills/agentcrm-admin/SKILL.md +67 -67
  33. package/plugin/skills/agentcrm-admin/references/records.md +5 -5
  34. package/plugin/skills/agentcrm-admin/references/schema.md +19 -19
  35. package/plugin/skills/agentcrm-extensions/SKILL.md +8 -8
  36. package/plugin/skills/agentcrm-extensions/references/module-recipes.md +2 -2
  37. package/plugin/skills/agentcrm-extensions/references/testing.md +14 -14
  38. package/plugin/skills/agentcrm-extensions/references/theme-recipes.md +3 -3
  39. package/plugin/skills/agentcrm-install/SKILL.md +13 -13
  40. package/plugin/skills/agentcrm-install/references/firebase.md +1 -1
  41. package/plugin/skills/agentcrm-install/references/github.md +1 -1
  42. package/plugin/skills/agentcrm-install/references/mcp.md +2 -2
  43. package/plugin/skills/agentcrm-install/references/plans.md +1 -1
  44. package/plugin/skills/agentcrm-install/references/s3.md +1 -1
  45. package/plugin/skills/agentcrm-manage/SKILL.md +15 -15
  46. package/plugin/skills/agentcrm-sales/SKILL.md +18 -18
package/README.md CHANGED
@@ -52,14 +52,14 @@ The `agentcrm-install` skill asks where the data lives, then where the admin is
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  ### By hand
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 options # backends, locations, hostings, plan format
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 credentials set s3:main # hidden prompt
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 install --plan plan.json --dry-run
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 install --plan plan.json
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 doctor --site acme
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 options # backends, locations, hostings, plan format
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 credentials set s3:main # hidden prompt
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 install --plan plan.json --dry-run
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 install --plan plan.json
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 doctor --site acme
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  ```
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- Or try it without any account: `npx -y @fleox-agent-crm/agentcrm@0.5.0 serve` opens the setup wizard; pick **This browser** (optionally with demo data).
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+ Or try it without any account: `npx -y @fleox-agent-crm/agentcrm@0.6.0 serve` opens the setup wizard; pick **This browser** (optionally with demo data).
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  ## Features
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@@ -85,8 +85,8 @@ Everything you can customise in the admin, an AI agent can do too (CLI, MCP tool
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  Settings → **Modules** switches built-in features off for the whole workspace: dashboard, deals & pipelines, reports, lead forms, tasks, automations, email & calendar, AI assistant. Disabling hides pages, navigation, widgets and owned objects; it never deletes data. Dependencies are checked (cascade on request). [docs/modules.md](docs/modules.md)
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 modules list --site acme
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 modules disable forms --site acme --yes
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 modules list --site acme
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 modules disable forms --site acme --yes
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  ```
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  ### Appearance — make it yours
@@ -94,9 +94,9 @@ npx -y @fleox-agent-crm/agentcrm@0.5.0 modules disable forms --site acme --yes
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  Settings → **Appearance**: one accent color generates the whole palette; neutral grays, radius, density, font (system or Google fonts), sidebar style, accent or neutral buttons, high contrast, default light / dark mode, logo, favicon, custom CSS, seven presets (default, ocean, forest, sunset, graphite, rose, high-contrast) and theme extensions. [docs/appearance.md](docs/appearance.md)
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance set --accent "#0f766e" --neutral stone --buttons accent --site acme --yes
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance logo ./logo.svg --site acme --yes
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance preset ocean --site acme --yes
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 appearance set --accent "#0f766e" --neutral stone --buttons accent --site acme --yes
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 appearance logo ./logo.svg --site acme --yes
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 appearance preset ocean --site acme --yes
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  ```
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  ### Extensions — add features without rebuilding
@@ -104,10 +104,10 @@ npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance preset ocean --site acme --yes
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  Modules (pages, record tabs, dashboard widgets, settings pages, AI tools, automation actions, hooks) and themes are ZIPs installed from Settings → Modules → **Installed extensions** or the CLI, stored in the CRM's own data and loaded at runtime by every admin — and by the CLI / MCP server, so their AI tools and automation actions work there too. Installing runs code with admin rights: the admin and the CLI always show who made it and what it adds first; safe mode (`?safe=1`, or `--safe`) starts without extensions. [docs/extensions.md](docs/extensions.md)
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 ext new module acme-projects # scaffold (Vite + typings + en/fr)
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 ext new module acme-projects # scaffold (Vite + typings + en/fr)
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  cd acme-projects && npm install && npm run build
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 ext check . # validate + load it like the admin
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- npx -y @fleox-agent-crm/agentcrm@0.5.0 ext install . --site acme --yes # install (plan without --yes)
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 ext check . # validate + load it like the admin
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+ npx -y @fleox-agent-crm/agentcrm@0.6.0 ext install . --site acme --yes # install (plan without --yes)
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  ```
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  Guides: [creating a module](docs/creating-a-module.md), [creating a theme](docs/creating-a-theme.md), [runtime API reference](docs/runtime-api-reference.md). Examples: [`external/`](external).
@@ -157,7 +157,7 @@ S3 / R2 / OVH / Scaleway buckets (HTTPS), GitHub Pages, GitLab Pages, Cloudflare
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  ## CLI
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- `agentcrm` runs on Node.js 20+ (`npx -y @fleox-agent-crm/agentcrm@0.5.0 <command>`). Every command accepts `--json` and prints exactly one `{ ok, data }` / `{ ok: false, error: { code, message, hint } }` object; destructive commands print a plan unless `--yes`.
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+ `agentcrm` runs on Node.js 20+ (`npx -y @fleox-agent-crm/agentcrm@0.6.0 <command>`). Every command accepts `--json` and prints exactly one `{ ok, data }` / `{ ok: false, error: { code, message, hint } }` object; destructive commands print a plan unless `--yes`.
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  | Area | Commands |
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  |---|---|
@@ -176,7 +176,7 @@ Full reference: [docs/cli.md](docs/cli.md).
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  ## MCP server
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  ```bash
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- claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.5.0 mcp --site acme
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+ claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.6.0 mcp --site acme
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  ```
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  Tools = the shared AI catalog (search, list, get, create, update, delete, merge records, notes, activities, tasks, deal stages, reports, CSV import, automations…), resources = schema, pipelines, modules and appearance, plus the tools of the site's enabled extension modules; prompts = pipeline review, follow-up email, lead qualification. `--read-only` hides every tool that writes. Claude Desktop / Cursor config: [docs/mcp.md](docs/mcp.md).
package/changelog.json CHANGED
@@ -1,5 +1,14 @@
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  {
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  "versions": [
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+ {
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+ "version": "0.6.0",
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+ "date": "2026-11-04",
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+ "breaking": false,
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+ "changes": [
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+ "New `agentcrm records sync`: mirror an external source into one object. Rows are matched on a key field, created or patched only where a value differs (a second run writes nothing), relations reference other mirrored records by their key, and records that left the source are flagged in an archive field instead of being deleted. One write for the whole batch, no automation fires; plan unless --yes."
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+ ],
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+ "actions": []
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+ },
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  {
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  "version": "0.5.0",
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  "date": "2026-11-04",
@@ -1,5 +1,5 @@
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  {
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- "version": "0.5.0",
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+ "version": "0.6.0",
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  "dataSchema": 1,
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  "files": [
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  "assets/chartsImpl-zjsXDhuy.js",