@lead-routing/cli 0.4.1 → 0.5.0

package/dist/index.js

@@ -6,6 +6,8 @@ import { Command } from "commander";
 // src/commands/init.ts
 import { promises as dns } from "dns";
 import { readFileSync as readFileSync3, writeFileSync as writeFileSync3 } from "fs";
+import { exec } from "child_process";
+import { platform } from "os";
 import { join as join4 } from "path";
 import { intro, outro, note as note3, log as log7, confirm, cancel as cancel3, isCancel as isCancel3, password as promptPassword } from "@clack/prompts";
 import chalk from "chalk";
@@ -1000,6 +1002,11 @@ ${result.stderr || result.stdout}`
 };
 
 // src/commands/init.ts
+var MANAGED_PACKAGE_INSTALL_URL = "https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgL000000CTnp";
+function openBrowser(url) {
+  const cmd = platform() === "darwin" ? "open" : "xdg-open";
+  exec(`${cmd} ${JSON.stringify(url)}`);
+}
 async function checkDnsResolvable(appUrl, engineUrl) {
   let hosts;
   try {
@@ -1058,26 +1065,9 @@ async function runInit(options = {}) {
       });
       log7.success(`Connected to ${saved.ssh.host}`);
       const remoteDir = await ssh.resolveHome(saved.remoteDir);
-      log7.step("Step 7/7  Verifying health");
+      log7.step("Verifying health");
       await verifyHealth(saved.appUrl, saved.engineUrl, ssh, remoteDir);
-      note3(
-        `Open ${saved.appUrl} \u2192 Integrations \u2192 Salesforce to connect your CRM and deploy the package.`,
-        "Next: Connect Salesforce"
-      );
-      outro(
-        chalk.green("\u2714  You're live!") + `
-
-  Dashboard:      ${chalk.cyan(saved.appUrl)}
-  Routing engine: ${chalk.cyan(saved.engineUrl)}
-
-` + chalk.bold("  Next steps:\n") + `  ${chalk.cyan("1.")} Open ${chalk.cyan(saved.appUrl)} and log in
-  ${chalk.cyan("2.")} Go to Integrations \u2192 Salesforce to connect your org
-  ${chalk.cyan("3.")} Deploy the package and configure routing objects
-  ${chalk.cyan("4.")} Create your first routing rule
-
-  Run ${chalk.cyan("lead-routing doctor")} to check service health at any time.
-  Run ${chalk.cyan("lead-routing deploy")} to update to a new version.`
-      );
+      outro(chalk.green("\u2714  Services are healthy!"));
     } catch (err) {
       const message = err instanceof Error ? err.message : String(err);
       log7.error(`Resume failed: ${message}`);
@@ -1088,9 +1078,33 @@ async function runInit(options = {}) {
     return;
   }
   try {
-    log7.step("Step 1/7  Checking local prerequisites");
+    log7.step("Step 1/8  Install Salesforce Package");
+    note3(
+      `The Lead Router managed package installs the required Connected App,
+triggers, and custom objects in your Salesforce org.
+
+Install URL: ${chalk.cyan(MANAGED_PACKAGE_INSTALL_URL)}`,
+      "Salesforce Package"
+    );
+    log7.info("Opening install URL in your browser...");
+    openBrowser(MANAGED_PACKAGE_INSTALL_URL);
+    log7.info(`${chalk.dim("If the browser didn't open, visit the URL above manually.")}`);
+    const installed = await confirm({
+      message: 'Have you installed the package? (Click "Install for All Users" in Salesforce)',
+      initialValue: false
+    });
+    if (isCancel3(installed)) {
+      cancel3("Setup cancelled.");
+      process.exit(0);
+    }
+    if (!installed) {
+      log7.warn("You can install the package later from Integrations \u2192 Salesforce in the web app.");
+    } else {
+      log7.success("Salesforce package installed");
+    }
+    log7.step("Step 2/8  Checking local prerequisites");
     await checkPrerequisites();
-    log7.step("Step 2/7  SSH connection");
+    log7.step("Step 3/8  SSH connection");
     const sshCfg = await collectSshConfig({
       sshPort: options.sshPort,
       sshUser: options.sshUser,
@@ -1107,13 +1121,13 @@ async function runInit(options = {}) {
         process.exit(1);
       }
     }
-    log7.step("Step 3/7  Configuration");
+    log7.step("Step 4/8  Configuration");
     const cfg = await collectConfig({
       externalDb: options.externalDb,
       externalRedis: options.externalRedis
     });
     await checkDnsResolvable(cfg.appUrl, cfg.engineUrl);
-    log7.step("Step 4/7  Generating config files");
+    log7.step("Step 5/8  Generating config files");
     const { dir, adminSecret } = generateFiles(cfg, sshCfg);
     note3(
       `Local config directory: ${chalk.cyan(dir)}
@@ -1130,13 +1144,13 @@ Files created: docker-compose.yml, Caddyfile, .env.web, .env.engine, lead-routin
       );
       return;
     }
-    log7.step("Step 5/7  Remote setup");
+    log7.step("Step 6/8  Remote setup");
     const remoteDir = await ssh.resolveHome(sshCfg.remoteDir);
     await checkRemotePrerequisites(ssh);
     await uploadFiles(ssh, dir, remoteDir);
-    log7.step("Step 6/7  Starting services");
+    log7.step("Step 7/8  Starting services");
     await startServices(ssh, remoteDir);
-    log7.step("Step 7/7  Verifying health");
+    log7.step("Step 8/8  Verifying health");
     await verifyHealth(cfg.appUrl, cfg.engineUrl, ssh, remoteDir);
     try {
       const envWebPath = join4(dir, ".env.web");
@@ -1147,7 +1161,8 @@ Files created: docker-compose.yml, Caddyfile, .env.web, .env.engine, lead-routin
     } catch {
     }
     note3(
-      `Open ${cfg.appUrl} \u2192 Integrations \u2192 Salesforce to connect your CRM and deploy the package.`,
+      `Open ${cfg.appUrl} \u2192 Integrations \u2192 Salesforce to connect your org.
+The managed package is already installed \u2014 just click "Connect Salesforce" to authorize.`,
       "Next: Connect Salesforce"
     );
     outro(
@@ -1161,8 +1176,8 @@ Files created: docker-compose.yml, Caddyfile, .env.web, .env.engine, lead-routin
                   ${chalk.dim("run `lead-routing config show` to retrieve later")}
 
 ` + chalk.bold("  Next steps:\n") + `  ${chalk.cyan("1.")} Open ${chalk.cyan(cfg.appUrl)} and log in
-  ${chalk.cyan("2.")} Go to Integrations \u2192 Salesforce to connect your org
-  ${chalk.cyan("3.")} Deploy the package and configure routing objects
+  ${chalk.cyan("2.")} Go to Integrations \u2192 Salesforce \u2192 Connect
+  ${chalk.cyan("3.")} Complete the onboarding wizard in Salesforce
   ${chalk.cyan("4.")} Create your first routing rule
 
   Run ${chalk.cyan("lead-routing doctor")} to check service health at any time.

package/dist/prisma/migrations/20260312200000_add_cooldown_stamp_status/migration.sql

@@ -0,0 +1,3 @@
+-- AlterEnum
+ALTER TYPE "RoutingStatus" ADD VALUE 'COOLDOWN_SKIPPED';
+ALTER TYPE "RoutingStatus" ADD VALUE 'STAMP_SKIPPED';

package/dist/prisma/migrations/20260314000000_add_decision_trace/migration.sql

@@ -0,0 +1,5 @@
+-- AlterTable
+ALTER TABLE "routing_logs" ADD COLUMN "decisionTrace" JSONB;
+
+-- CreateIndex
+CREATE INDEX "routing_logs_orgId_sfdcRecordId_createdAt_idx" ON "routing_logs"("orgId", "sfdcRecordId", "createdAt");

package/dist/prisma/migrations/20260314000000_add_license_fields/migration.sql

@@ -0,0 +1,5 @@
+-- Add licensedVia to User model
+ALTER TABLE "users" ADD COLUMN "licensedVia" TEXT;
+
+-- Add isLicensed to SfdcQueue model
+ALTER TABLE "sfdc_queues" ADD COLUMN "isLicensed" BOOLEAN NOT NULL DEFAULT false;

package/dist/prisma/migrations/20260314000000_add_route_type/migration.sql

@@ -0,0 +1,19 @@
+-- AlterEnum: Add SEARCH to TriggerEvent
+ALTER TYPE "TriggerEvent" ADD VALUE 'SEARCH';
+
+-- CreateEnum: RouteType
+CREATE TYPE "RouteType" AS ENUM ('REALTIME', 'SCHEDULED');
+
+-- AlterTable: Add route type and scheduled fields to routing_rules
+ALTER TABLE "routing_rules" ADD COLUMN "routeType" "RouteType" NOT NULL DEFAULT 'REALTIME';
+ALTER TABLE "routing_rules" ADD COLUMN "scheduleFrequency" TEXT;
+ALTER TABLE "routing_rules" ADD COLUMN "scheduleTime" TEXT;
+ALTER TABLE "routing_rules" ADD COLUMN "scheduleTimezone" TEXT;
+ALTER TABLE "routing_rules" ADD COLUMN "scheduleCron" TEXT;
+ALTER TABLE "routing_rules" ADD COLUMN "searchCriteria" JSONB;
+ALTER TABLE "routing_rules" ADD COLUMN "lastRunAt" TIMESTAMP(3);
+ALTER TABLE "routing_rules" ADD COLUMN "lastRunStatus" TEXT;
+ALTER TABLE "routing_rules" ADD COLUMN "lastRunRecords" INTEGER;
+ALTER TABLE "routing_rules" ADD COLUMN "lastRunDurationMs" INTEGER;
+ALTER TABLE "routing_rules" ADD COLUMN "totalRuns" INTEGER NOT NULL DEFAULT 0;
+ALTER TABLE "routing_rules" ADD COLUMN "totalRecordsRouted" INTEGER NOT NULL DEFAULT 0;

package/dist/prisma/migrations/20260314100000_add_distribution_type/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "round_robin_teams" ADD COLUMN "distributionType" TEXT NOT NULL DEFAULT 'round-robin';

package/dist/prisma/schema.prisma

@@ -20,6 +20,12 @@ enum TriggerEvent {
   INSERT
   UPDATE
   BOTH
+  SEARCH
+}
+
+enum RouteType {
+  REALTIME
+  SCHEDULED
 }
 
 enum RuleStatus {
@@ -44,6 +50,8 @@ enum RoutingStatus {
   UNMATCHED
   RETRY
   MERGED
+  COOLDOWN_SKIPPED
+  STAMP_SKIPPED
 }
 
 enum LeadMatchAction {
@@ -160,6 +168,7 @@ model User {
   profile      String?
   department   String?
   isLicensed   Boolean   @default(false)
+  licensedVia  String?   // "individual" | "role" | "profile" | "custom_field" — how user was licensed
   isActive     Boolean   @default(true) // false if no longer in SFDC
   lastRoutedAt DateTime?
   syncedAt     DateTime  @default(now())
@@ -179,8 +188,9 @@ model RoundRobinTeam {
   id           String   @id @default(cuid())
   orgId        String
   name         String
-  description  String?
-  pointerIndex Int      @default(0) // kept in sync with Redis; Redis is authoritative
+  description      String?
+  distributionType String   @default("round-robin") // "round-robin" | "weighted"
+  pointerIndex     Int      @default(0) // kept in sync with Redis; Redis is authoritative
   createdAt    DateTime @default(now())
   updatedAt    DateTime @updatedAt
 
@@ -226,6 +236,20 @@ model RoutingRule {
   isDryRun         Boolean         @default(false)
   triggerName      String          @default("")
   criteriaSyncedAt DateTime?
+  // Route type (real-time Apex trigger vs scheduled search)
+  routeType         RouteType       @default(REALTIME)
+  // Scheduled route fields
+  scheduleFrequency String?         // "DAILY" | "WEEKLY" | "MONTHLY" | null (one-time)
+  scheduleTime      String?         // "06:00" (24h format)
+  scheduleTimezone  String?         // "UTC", "US/Eastern", etc.
+  scheduleCron      String?         // computed cron expression for BullMQ
+  searchCriteria    Json?           // ConditionGroup[] — search trigger criteria
+  lastRunAt         DateTime?
+  lastRunStatus     String?         // "SUCCESS" | "FAILED" | "PARTIAL"
+  lastRunRecords    Int?            // records routed in last run
+  lastRunDurationMs Int?
+  totalRuns         Int             @default(0)
+  totalRecordsRouted Int            @default(0)
   // Default owner: absolute catch-all for new Route Builder routes
   defaultOwnerType     AssignmentType?
   defaultOwnerUserId   String?
@@ -374,6 +398,7 @@ model RoutingLog {
   retryCount      Int             @default(0)
   dismissed       Boolean         @default(false)
   recordSnapshot  Json?           // full field payload from SFDC at time of routing
+  decisionTrace   Json?           // structured routing decision trace for Record Journey
   teamId             String?
   teamName           String?
   routingDurationMs  Int?              // ms from webhook receipt → SFDC assignment
@@ -388,6 +413,7 @@ model RoutingLog {
   @@index([orgId, status])
   @@index([orgId, teamId])
   @@index([orgId, ruleId])
+  @@index([orgId, sfdcRecordId, createdAt])
   @@map("routing_logs")
 }
 
@@ -414,6 +440,7 @@ model SfdcQueue {
   orgId       String
   sfdcQueueId String   // SFDC Queue ID (00G...)
   name        String
+  isLicensed  Boolean  @default(false) // whether queue can receive routed records
   syncedAt    DateTime @default(now())
 
   org               Organization    @relation(fields: [orgId], references: [id], onDelete: Cascade)

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@lead-routing/cli",
-  "version": "0.4.1",
+  "version": "0.5.0",
   "description": "Self-hosted deployment CLI for Lead Routing",
   "homepage": "https://github.com/lead-routing/lead-routing",
   "keywords": [