@koda-sl/baker-cli 0.438.0 → 0.439.0

package/README.md

@@ -4077,11 +4077,12 @@ baker accounts campaigns --last-months 6 --output md   # per campaign: reached,
 baker accounts influenced --model awareness --threshold 10 --output csv   # another rule, this call only
 baker accounts warm --min 0                            # every New/Rising company, below the threshold too
 baker accounts crm status                              # deals from HubSpot or sent by the client; what arrived, linked Google Sheets
+baker accounts crm sheet                               # create and link the deals sheet in the client's Google Drive
 baker accounts crm check --file deals.csv              # judge a deals or company CSV offline, nothing sent
 baker accounts crm contract                            # the send-your-CRM contract, as Markdown for a developer
 ```
 
-A deal is **influenced** when its company reached the company's influence rule — by default 3+ LinkedIn ad engagements (Awareness: 7+ impressions; Intent: 3+ clicks) — in the 12 months up to and including the month the deal was created (`--basis pipeline`, deals not won) or closed won (`--basis revenue`). It is a labelled rule, not credit: campaign rows overlap, and money is reported per currency, never summed across currencies. Deals whose company match is only a guess come back under `lowConfidence` and stay out of `summary` until the match is confirmed in Measure → Accounts. Without the deals set up there — HubSpot's pipelines and won/lost stages, or Another CRM — `influenced` and `campaigns` exit 1 with `ACCOUNTS_NOT_SET_UP`. A CRM Baker cannot read sends its companies and deals to `POST /v1/accounts/crm` (a `crm_ingest` key, `X-Baker-Mode: test` to rehearse, up to 500 records per request, records naming a person refused), is uploaded as a CSV in Measure → Accounts, or lives in a Google Sheet linked there that Baker reads every night (a row deleted from the sheet leaves Baker). A file is a deals export or a company list — a company needs only its website or LinkedIn page; `crm check` runs the same rules offline and `crm contract` prints the whole contract. The CLI never sends deals or links a sheet. `--model engagement|awareness|intent` and `--threshold N` on `influenced`, `campaigns` and `warm` read with another rule for that call only; the saved setting is unchanged. A **warm** account is New or Rising, reached the company's influence threshold this period on the rule's metric (`--min N` overrides, `--min 0` drops it), and has no open deal, no won deal and no deal lost in the last 6 months; `engagement` and `warm` rows carry `dealStatus` (`won` > `open` > `lost` > `none`), `engagement --output csv` adds `lastMonth` and `previousImpressions/Clicks/Engagements`, and `campaigns` / `company` carry each campaign's `campaignName` (null when LinkedIn could not name it). `company` returns `months` (the company's totals), `byCampaign` (the same numbers per campaign — overlapping, never add them) and its `deals` with `touchValue` and `influenced`. `warm --output csv` is the file `baker ads linkedin audiences create --type company-list --list-file` takes.
+A deal is **influenced** when its company reached the company's influence rule — by default 3+ LinkedIn ad engagements (Awareness: 7+ impressions; Intent: 3+ clicks) — in the 12 months up to and including the month the deal was created (`--basis pipeline`, deals not won) or closed won (`--basis revenue`). It is a labelled rule, not credit: campaign rows overlap, and money is reported per currency, never summed across currencies. Deals whose company match is only a guess come back under `lowConfidence` and stay out of `summary` until the match is confirmed in Measure → Accounts. Without the deals set up there — HubSpot's pipelines and won/lost stages, or Another CRM — `influenced` and `campaigns` exit 1 with `ACCOUNTS_NOT_SET_UP`. A CRM Baker cannot read sends its companies and deals to `POST /v1/accounts/crm` (a `crm_ingest` key, `X-Baker-Mode: test` to rehearse, up to 500 records per request, records naming a person refused), is uploaded as a CSV in Measure → Accounts, or lives in a Google Sheet linked there that Baker reads every night (a row deleted from the sheet leaves Baker). A file is a deals export or a company list — a company needs only its website or LinkedIn page; `crm check` runs the same rules offline and `crm contract` prints the whole contract. The CLI never sends deals or links a sheet of the client's; `crm sheet` creates the empty deals sheet in their Google Drive and links it, applied at once (asking again returns the same sheet). `--model engagement|awareness|intent` and `--threshold N` on `influenced`, `campaigns` and `warm` read with another rule for that call only; the saved setting is unchanged. A **warm** account is New or Rising, reached the company's influence threshold this period on the rule's metric (`--min N` overrides, `--min 0` drops it), and has no open deal, no won deal and no deal lost in the last 6 months; `engagement` and `warm` rows carry `dealStatus` (`won` > `open` > `lost` > `none`), `engagement --output csv` adds `lastMonth` and `previousImpressions/Clicks/Engagements`, and `campaigns` / `company` carry each campaign's `campaignName` (null when LinkedIn could not name it). `company` returns `months` (the company's totals), `byCampaign` (the same numbers per campaign — overlapping, never add them) and its `deals` with `touchValue` and `influenced`. `warm --output csv` is the file `baker ads linkedin audiences create --type company-list --list-file` takes.
 
 ---
 

package/dist/cli.js

@@ -22438,6 +22438,20 @@ var accountsCrmStatusResponseSchema = z2.object({
     contents: crmContentsSchema.nullable()
   })
 });
+var accountsCrmSheetRequestSchema = z2.object({
+  /** The Google Drive connection to make it with, when the company has more than one. */
+  account: z2.string().optional()
+});
+var accountsCrmSheetResponseSchema = z2.object({
+  ok: z2.literal(true),
+  data: z2.object({
+    /** False when the company already had the sheet: it is handed back, never made twice. */
+    created: z2.boolean(),
+    spreadsheetName: z2.string(),
+    url: z2.string(),
+    tabs: z2.array(z2.string())
+  })
+});
 var CRM_PUSH_EXAMPLE = {
   companies: [{ id: "acct-001", name: "Acme Inc", domain: "acme.com", linkedinPage: "acme-inc" }],
   deals: [
@@ -33213,12 +33227,68 @@ var contractCommand = defineCommand({
     process.stdout.write(crmPushBrief(crmPushUrl(env.BAKER_PUBLIC_API_URL, env.BAKER_API_URL)));
   }
 });
+var SHEET_ARGS = {
+  account: {
+    type: "string",
+    description: "The Google Drive connection to create it with, when the company has more than one",
+    required: false
+  }
+};
+registerSchema({
+  command: "accounts.crm.sheet",
+  description: `Create the deals sheet LinkedIn's Account insights reads, for a company running LinkedIn campaigns whose CRM Baker cannot read (anything but HubSpot). Makes "Deals and companies for Baker" in the client's Google Drive \u2014 a Deals tab and a Companies tab headed by the columns Baker reads \u2014 and links both, so Baker reads it every night; chooses Another CRM first when nobody has said where the deals are. Applies at once (it is a real file) and goes on the chat's change list. Empty: nothing counts until the client fills it or pastes their CRM export into it. Asking again returns the sheet already linked. Needs a Google Drive connection and a chat owned by an admin of the company; refused when HubSpot is where the deals come from. Returns {created, spreadsheetName, url, tabs}.`,
+  args: SHEET_ARGS
+});
+function sheetFailureFix(code, message) {
+  if (code === "NOT_FOUND" && message.startsWith("No Google Drive account is connected")) {
+    return {
+      action: "request_connection",
+      explanation: 'Google Drive is not connected, and the sheet is made in it. Don\'t send the user to Settings or end the turn \u2014 call the `request_connection` tool with { platform: "google-drive", reason: "so I can create the sheet of your deals that LinkedIn Account insights reads" }; once they connect, run `baker accounts crm sheet` again. If they decline or the call fails, carry on with the rest of the work and leave a Task saying the deals sheet is still to create.'
+    };
+  }
+  if (message.startsWith("Only an admin")) {
+    return {
+      action: "continue_without",
+      explanation: "Carry on with the rest of the work and leave a Task for an admin: create the deals sheet for LinkedIn Account insights."
+    };
+  }
+  return null;
+}
+var sheetCommand = defineCommand({
+  meta: {
+    name: "sheet",
+    description: "Start here when the client runs LinkedIn ads and their deals are not in HubSpot: create and link the Google Sheet of deals Account insights reads. Example: baker accounts crm sheet"
+  },
+  args: SHEET_ARGS,
+  run: async ({ args: args8 }) => {
+    try {
+      const account = typeof args8.account === "string" && args8.account.trim() !== "" ? args8.account.trim() : void 0;
+      const response = await apiPost("/api/accounts/crm/sheet", account ? { account } : {});
+      writeJson({
+        ...response,
+        hints: [
+          `Give the user the link (${response.data.url}). The client fills the Deals tab \u2014 or pastes their CRM's deals export into it \u2014 and keeps it up to date; Baker reads it every night, and "Read now" in Measure \u2192 Sources \u2192 Deals reads it at once. A website on each deal is enough to match it to the companies the LinkedIn ads reach.`,
+          "Check what arrived later with `baker accounts crm status`."
+        ]
+      });
+    } catch (err) {
+      if (err instanceof ApiError) {
+        const fix = sheetFailureFix(err.code, err.message);
+        if (fix) {
+          writeJson({ ok: false, error: { code: err.code, message: err.message, fix } });
+          process.exit(1);
+        }
+      }
+      failApi(err);
+    }
+  }
+});
 var crmCommand = defineCommand({
   meta: {
     name: "crm",
-    description: "A CRM Baker cannot read (Salesforce, Pipedrive, a Google Sheet, their own): where the deals and companies stand, check a file before it is sent, and the contract a developer sends to. Nothing here sends or links anything."
+    description: "A CRM Baker cannot read (Salesforce, Pipedrive, a Google Sheet, their own): where the deals and companies stand, create the deals sheet Baker reads, check a file before it is sent, and the contract a developer sends to. Nothing here sends a deal."
   },
-  subCommands: { status: statusCommand, check: checkCommand, contract: contractCommand }
+  subCommands: { status: statusCommand, sheet: sheetCommand, check: checkCommand, contract: contractCommand }
 });
 
 // src/commands/accounts/report.ts