@lead-routing/cli 0.6.8 → 0.7.0

package/dist/index.js

@@ -112,6 +112,7 @@ function bail2(value) {
   throw new Error("Unexpected cancel");
 }
 async function collectConfig(opts = {}) {
+  const crmType = opts.crmType ?? "salesforce";
   note2(
     "You will need:\n  \u2022 Public HTTPS URLs for the web app and routing engine",
     "Before you begin"
@@ -130,14 +131,15 @@ async function collectConfig(opts = {}) {
     }
   });
   if (isCancel2(appUrl)) bail2(appUrl);
+  const crmLabel = crmType === "hubspot" ? "HubSpot" : "Salesforce";
   const engineUrl = await text2({
-    message: "Engine URL (public URL Salesforce will use to route leads)",
+    message: `Engine URL (public URL ${crmLabel} will use to route leads)`,
     placeholder: "https://engine.acme.com  or  https://acme.com:3001",
     validate: (v) => {
       if (!v) return "Required";
       try {
         const u = new URL(v);
-        if (u.protocol !== "https:") return "Must be an HTTPS URL (Salesforce requires HTTPS)";
+        if (u.protocol !== "https:") return `Must be an HTTPS URL (${crmLabel} requires HTTPS)`;
       } catch {
         return "Must be a valid URL (e.g. https://engine.acme.com)";
       }
@@ -171,9 +173,39 @@ async function collectConfig(opts = {}) {
   const sessionSecret = generateSecret(32);
   const engineWebhookSecret = generateSecret(32);
   const internalApiKey = generateSecret(32);
+  let hubspotAppId;
+  let hubspotClientId;
+  let hubspotClientSecret;
+  if (crmType === "hubspot") {
+    note2(
+      "Create a HubSpot app at https://developers.hubspot.com/\nYou will need the App ID, Client ID, and Client Secret.",
+      "HubSpot Credentials"
+    );
+    const rawAppId = await text2({
+      message: "HubSpot App ID",
+      placeholder: "123456",
+      validate: (v) => !v?.trim() ? "Required" : void 0
+    });
+    if (isCancel2(rawAppId)) bail2(rawAppId);
+    hubspotAppId = rawAppId.trim();
+    const rawClientId = await text2({
+      message: "HubSpot Client ID",
+      placeholder: "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
+      validate: (v) => !v?.trim() ? "Required" : void 0
+    });
+    if (isCancel2(rawClientId)) bail2(rawClientId);
+    hubspotClientId = rawClientId.trim();
+    const rawClientSecret = await password2({
+      message: "HubSpot Client Secret",
+      validate: (v) => !v?.trim() ? "Required" : void 0
+    });
+    if (isCancel2(rawClientSecret)) bail2(rawClientSecret);
+    hubspotClientSecret = rawClientSecret.trim();
+  }
   return {
     appUrl: appUrl.trim().replace(/\/+$/, ""),
     engineUrl: engineUrl.trim().replace(/\/+$/, ""),
+    crmType,
     managedDb,
     databaseUrl,
     dbPassword: managedDb ? dbPassword : "",
@@ -186,7 +218,10 @@ async function collectConfig(opts = {}) {
     feedbackToEmail: "",
     sessionSecret,
     engineWebhookSecret,
-    internalApiKey
+    internalApiKey,
+    hubspotAppId,
+    hubspotClientId,
+    hubspotClientSecret
   };
 }
 
@@ -347,7 +382,18 @@ function renderEnvWeb(c) {
     ``,
     `# Email (optional)`,
     `RESEND_API_KEY=${c.resendApiKey ?? ""}`,
-    `FEEDBACK_TO_EMAIL=${c.feedbackToEmail ?? ""}`
+    `FEEDBACK_TO_EMAIL=${c.feedbackToEmail ?? ""}`,
+    ``,
+    `# CRM`,
+    `CRM_TYPE=${c.crmType ?? "salesforce"}`,
+    ...c.crmType === "hubspot" ? [
+      ``,
+      `# HubSpot`,
+      `HUBSPOT_CLIENT_ID=${c.hubspotClientId ?? ""}`,
+      `HUBSPOT_CLIENT_SECRET=${c.hubspotClientSecret ?? ""}`,
+      `HUBSPOT_APP_ID=${c.hubspotAppId ?? ""}`,
+      `HUBSPOT_REDIRECT_URI=${c.appUrl}/api/auth/hubspot/callback`
+    ] : []
   ].join("\n");
 }
 
@@ -377,7 +423,12 @@ function renderEnvEngine(c) {
     `# License`,
     `LICENSE_KEY=${c.licenseKey ?? ""}`,
     `LICENSE_TIER=${c.licenseTier}`,
-    `LICENSE_API_URL=https://lead-routing-license.artyagi2011.workers.dev`
+    `LICENSE_API_URL=https://lead-routing-license.artyagi2011.workers.dev`,
+    ...c.crmType === "hubspot" ? [
+      ``,
+      `# HubSpot`,
+      `HUBSPOT_CLIENT_SECRET=${c.hubspotClientSecret ?? ""}`
+    ] : []
   ].join("\n");
 }
 
@@ -538,7 +589,11 @@ function generateFiles(cfg, sshCfg, license = { licenseTier: "free" }) {
     resendApiKey: cfg.resendApiKey || void 0,
     feedbackToEmail: cfg.feedbackToEmail || void 0,
     licenseKey: license.licenseKey,
-    licenseTier: license.licenseTier
+    licenseTier: license.licenseTier,
+    crmType: cfg.crmType,
+    hubspotClientId: cfg.hubspotClientId,
+    hubspotClientSecret: cfg.hubspotClientSecret,
+    hubspotAppId: cfg.hubspotAppId
   });
   const envWeb = join2(dir, ".env.web");
   writeFileSync2(envWeb, envWebContent, "utf8");
@@ -549,7 +604,9 @@ function generateFiles(cfg, sshCfg, license = { licenseTier: "free" }) {
     engineWebhookSecret: cfg.engineWebhookSecret,
     internalApiKey: cfg.internalApiKey,
     licenseKey: license.licenseKey,
-    licenseTier: license.licenseTier
+    licenseTier: license.licenseTier,
+    crmType: cfg.crmType,
+    hubspotClientSecret: cfg.hubspotClientSecret
   });
   const envEngine = join2(dir, ".env.engine");
   writeFileSync2(envEngine, envEngineContent, "utf8");
@@ -557,6 +614,7 @@ function generateFiles(cfg, sshCfg, license = { licenseTier: "free" }) {
   writeConfig(dir, {
     appUrl: cfg.appUrl,
     engineUrl: cfg.engineUrl,
+    crmType: cfg.crmType,
     installDir: dir,
     remoteDir: sshCfg.remoteDir,
     ssh: {
@@ -1315,53 +1373,84 @@ After verifying, press Enter to continue.`,
   try {
     log7.step("Step 1/9  License validation");
     const licenseResult = { tier: auth.customer.tier, key: void 0 };
-    log7.step("Step 2/9  Install Salesforce Package");
-    note3(
-      `The Lead Router managed package installs the required Connected App,
-triggers, and custom objects in your Salesforce org.
-
-Install URL: ${chalk2.cyan(MANAGED_PACKAGE_INSTALL_URL)}`,
-      "Salesforce Package"
-    );
-    log7.info("Opening install URL in your browser...");
-    openBrowser(MANAGED_PACKAGE_INSTALL_URL);
-    log7.info(`${chalk2.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
+    const crmChoice = await select({
+      message: "Which CRM will you connect?",
+      options: [
+        { value: "salesforce", label: "Salesforce" },
+        { value: "hubspot", label: "HubSpot" }
+      ]
     });
-    if (isCancel3(installed)) {
+    if (isCancel3(crmChoice)) {
       cancel3("Setup cancelled.");
       process.exit(0);
     }
-    if (!installed) {
-      log7.warn("You can install the package later from Integrations \u2192 Salesforce in the web app.");
+    const crmType = crmChoice;
+    if (crmType === "salesforce") {
+      log7.step("Step 2/9  Install Salesforce Package");
+      note3(
+        `The Lead Router managed package installs the required Connected App,
+triggers, and custom objects in your Salesforce org.
+
+Install URL: ${chalk2.cyan(MANAGED_PACKAGE_INSTALL_URL)}`,
+        "Salesforce Package"
+      );
+      log7.info("Opening install URL in your browser...");
+      openBrowser(MANAGED_PACKAGE_INSTALL_URL);
+      log7.info(`${chalk2.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");
+      }
     } else {
-      log7.success("Salesforce package installed");
+      log7.step("Step 2/9  HubSpot credentials (collected in step 5)");
+      log7.info("HubSpot credentials will be collected during configuration.");
     }
     log7.step("Step 3/9  Checking local prerequisites");
     await checkPrerequisites();
     log7.step("Step 4/9  SSH connection");
-    const sshCfg = await collectSshConfig({
+    let sshCfg = await collectSshConfig({
       sshPort: options.sshPort,
       sshUser: options.sshUser,
       sshKey: options.sshKey,
       remoteDir: options.remoteDir
     });
     if (!dryRun) {
-      try {
-        await ssh.connect(sshCfg);
-        log7.success(`Connected to ${sshCfg.host}`);
-      } catch (err) {
-        log7.error(`SSH connection failed: ${String(err)}`);
-        log7.info("Check your password and re-run `lead-routing init`.");
-        process.exit(1);
+      let sshConnected = false;
+      while (!sshConnected) {
+        try {
+          await ssh.connect(sshCfg);
+          log7.success(`Connected to ${sshCfg.host}`);
+          sshConnected = true;
+        } catch (err) {
+          log7.error(`SSH connection failed: ${String(err)}`);
+          const retry = await confirm({ message: "Re-enter SSH details and try again?" });
+          if (isCancel3(retry) || !retry) {
+            cancel3("Setup cancelled.");
+            process.exit(0);
+          }
+          sshCfg = await collectSshConfig({
+            sshPort: options.sshPort,
+            sshUser: options.sshUser,
+            sshKey: options.sshKey,
+            remoteDir: options.remoteDir
+          });
+        }
       }
     }
     log7.step("Step 5/9  Configuration");
-    const cfg = await collectConfig({
+    let cfg = await collectConfig({
       externalDb: options.externalDb,
-      externalRedis: options.externalRedis
+      externalRedis: options.externalRedis,
+      crmType
     });
     await checkDnsResolvable(cfg.appUrl, cfg.engineUrl);
     log7.step("Step 6/9  Generating config files");
@@ -1391,7 +1480,66 @@ Files created: docker-compose.yml, Caddyfile, .env.web, .env.engine, lead-routin
     log7.step("Step 8/9  Starting services");
     await startServices(ssh, remoteDir);
     log7.step("Step 9/9  Verifying health");
-    await verifyHealth(cfg.appUrl, cfg.engineUrl, ssh, remoteDir);
+    let healthy = false;
+    while (!healthy) {
+      try {
+        await verifyHealth(cfg.appUrl, cfg.engineUrl, ssh, remoteDir);
+        healthy = true;
+      } catch (err) {
+        const message = err instanceof Error ? err.message : String(err);
+        log7.error(`Health check failed: ${message}`);
+        const retry = await confirm({ message: "Re-enter URLs and retry?" });
+        if (isCancel3(retry) || !retry) {
+          log7.info(`Run ${chalk2.cyan("lead-routing init --resume")} to retry health checks later.`);
+          process.exit(1);
+        }
+        const newAppUrl = await text3({
+          message: "App URL",
+          initialValue: cfg.appUrl,
+          validate: (v) => {
+            if (!v) return "Required";
+            try {
+              const u = new URL(v);
+              if (u.protocol !== "https:") return "Must be HTTPS";
+            } catch {
+              return "Invalid URL";
+            }
+          }
+        });
+        if (isCancel3(newAppUrl)) {
+          cancel3("Setup cancelled.");
+          process.exit(0);
+        }
+        const newEngineUrl = await text3({
+          message: "Engine URL",
+          initialValue: cfg.engineUrl,
+          validate: (v) => {
+            if (!v) return "Required";
+            try {
+              const u = new URL(v);
+              if (u.protocol !== "https:") return "Must be HTTPS";
+            } catch {
+              return "Invalid URL";
+            }
+          }
+        });
+        if (isCancel3(newEngineUrl)) {
+          cancel3("Setup cancelled.");
+          process.exit(0);
+        }
+        cfg.appUrl = newAppUrl.trim().replace(/\/+$/, "");
+        cfg.engineUrl = newEngineUrl.trim().replace(/\/+$/, "");
+        log7.step("Regenerating config files with new URLs...");
+        const { dir: newDir } = generateFiles(cfg, sshCfg, {
+          licenseKey: licenseResult.key,
+          licenseTier: licenseResult.tier
+        });
+        await uploadFiles(ssh, newDir, remoteDir);
+        log7.step("Restarting services with new config...");
+        await startServices(ssh, remoteDir);
+        log7.step("Retrying health check...");
+      }
+    }
     try {
       const envWebPath = join5(dir, ".env.web");
       const envContent = readFileSync4(envWebPath, "utf-8");
@@ -1400,11 +1548,19 @@ Files created: docker-compose.yml, Caddyfile, .env.web, .env.engine, lead-routin
       log7.success("Removed ADMIN_PASSWORD from .env.web (no longer needed after seed)");
     } catch {
     }
-    note3(
-      `Open ${cfg.appUrl} \u2192 Integrations \u2192 Salesforce to connect your org.
+    if (crmType === "salesforce") {
+      note3(
+        `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"
-    );
+        "Next: Connect Salesforce"
+      );
+    } else {
+      note3(
+        `Open ${cfg.appUrl} \u2192 Integrations \u2192 HubSpot to connect your portal.
+Click "Connect HubSpot" to authorize the integration.`,
+        "Next: Connect HubSpot"
+      );
+    }
     try {
       let webhookSecret = "";
       const envEngineContent = readFileSync4(join5(dir, ".env.engine"), "utf-8");
@@ -1457,6 +1613,11 @@ The managed package is already installed \u2014 just click "Connect Salesforce"
       }
     } catch {
     }
+    const crmSteps = crmType === "salesforce" ? `  ${chalk2.cyan("2.")} Go to Integrations \u2192 Salesforce \u2192 Connect
+  ${chalk2.cyan("3.")} Complete the onboarding wizard in Salesforce
+` : `  ${chalk2.cyan("2.")} Go to Integrations \u2192 HubSpot \u2192 Connect
+  ${chalk2.cyan("3.")} Authorize the HubSpot integration
+`;
     outro(
       chalk2.green("\u2714  You're live!") + `
 
@@ -1466,9 +1627,7 @@ The managed package is already installed \u2014 just click "Connect Salesforce"
   Admin email:    ${chalk2.white(cfg.adminEmail)}
 
 ` + chalk2.bold("  Next steps:\n") + `  ${chalk2.cyan("1.")} Open ${chalk2.cyan(cfg.appUrl)} and log in
-  ${chalk2.cyan("2.")} Go to Integrations \u2192 Salesforce \u2192 Connect
-  ${chalk2.cyan("3.")} Complete the onboarding wizard in Salesforce
-  ${chalk2.cyan("4.")} Create your first routing rule
+` + crmSteps + `  ${chalk2.cyan("4.")} Create your first routing rule
 
   Run ${chalk2.cyan("lead-routing doctor")} to check service health at any time.
   Run ${chalk2.cyan("lead-routing deploy")} to update to a new version.`
@@ -2250,6 +2409,10 @@ async function runSfdcDeploy() {
   let engineUrl;
   const dir = findInstallDir();
   const config2 = dir ? readConfig(dir) : null;
+  if (config2?.crmType === "hubspot") {
+    log14.error("This installation is configured for HubSpot. The sfdc deploy command is only available for Salesforce.");
+    process.exit(1);
+  }
   if (config2?.appUrl && config2?.engineUrl) {
     appUrl = config2.appUrl;
     engineUrl = config2.engineUrl;

package/dist/prisma/migrations/20260411000000_unified_crm_schema/migration.sql

@@ -0,0 +1,233 @@
+-- CreateEnum
+CREATE TYPE "CrmType" AS ENUM ('SALESFORCE', 'HUBSPOT');
+
+-- CreateEnum
+CREATE TYPE "CrmObjectType" AS ENUM ('LEAD', 'CONTACT', 'ACCOUNT', 'COMPANY', 'DEAL', 'USER');
+
+-- CreateEnum
+CREATE TYPE "SlaMetCriteria" AS ENUM ('ANY_ACTIVITY', 'STATUS_CHANGE', 'SPECIFIC_STATUS', 'MEETING_BOOKED');
+
+-- CreateEnum
+CREATE TYPE "SlaInstanceStatus" AS ENUM ('ACTIVE', 'MET', 'BREACHED', 'ESCALATED', 'CANCELLED');
+
+-- AlterTable organizations - Add new CRM fields
+ALTER TABLE "organizations" ADD COLUMN "crmType" "CrmType";
+ALTER TABLE "organizations" ADD COLUMN "hubspotPortalId" TEXT;
+ALTER TABLE "organizations" ADD COLUMN "hubspotAppId" TEXT;
+ALTER TABLE "organizations" ADD COLUMN "hubspotSubscriptionId" TEXT;
+
+-- Add unique constraint on hubspotPortalId
+CREATE UNIQUE INDEX "organizations_hubspotPortalId_key" ON "organizations"("hubspotPortalId");
+
+-- AlterTable users - Rename sfdcUserId to crmUserId
+ALTER TABLE "users" RENAME COLUMN "sfdcUserId" TO "crmUserId";
+
+-- Update unique constraint on users
+DROP INDEX IF EXISTS "users_orgId_sfdcUserId_key";
+CREATE UNIQUE INDEX "users_orgId_crmUserId_key" ON "users"("orgId", "crmUserId");
+
+-- AlterTable routing_logs - Rename sfdcRecordId to crmRecordId and update objectType
+ALTER TABLE "routing_logs" RENAME COLUMN "sfdcRecordId" TO "crmRecordId";
+ALTER TABLE "routing_logs" ADD COLUMN "objectType_new" "CrmObjectType";
+
+-- Migrate existing SfdcObjectType values to CrmObjectType
+UPDATE "routing_logs" SET "objectType_new" = 'LEAD' WHERE "objectType" = 'LEAD';
+UPDATE "routing_logs" SET "objectType_new" = 'CONTACT' WHERE "objectType" = 'CONTACT';
+UPDATE "routing_logs" SET "objectType_new" = 'ACCOUNT' WHERE "objectType" = 'ACCOUNT';
+
+-- Drop old column and rename new one
+ALTER TABLE "routing_logs" DROP COLUMN "objectType";
+ALTER TABLE "routing_logs" RENAME COLUMN "objectType_new" TO "objectType";
+ALTER TABLE "routing_logs" ALTER COLUMN "objectType" SET NOT NULL;
+
+-- Update routing_logs index
+DROP INDEX IF EXISTS "routing_logs_orgId_sfdcRecordId_createdAt_idx";
+CREATE INDEX "routing_logs_orgId_crmRecordId_createdAt_idx" ON "routing_logs"("orgId", "crmRecordId", "createdAt");
+
+-- AlterTable conversion_tracking - Rename sfdcLeadId to crmRecordId
+ALTER TABLE "conversion_tracking" RENAME COLUMN "sfdcLeadId" TO "crmRecordId";
+
+-- Update conversion_tracking index
+DROP INDEX IF EXISTS "conversion_tracking_orgId_sfdcLeadId_idx";
+CREATE INDEX "conversion_tracking_orgId_crmRecordId_idx" ON "conversion_tracking"("orgId", "crmRecordId");
+
+-- AlterTable routing_rules - Migrate objectType to CrmObjectType
+ALTER TABLE "routing_rules" ADD COLUMN "objectType_new" "CrmObjectType";
+UPDATE "routing_rules" SET "objectType_new" = 'LEAD' WHERE "objectType" = 'LEAD';
+UPDATE "routing_rules" SET "objectType_new" = 'CONTACT' WHERE "objectType" = 'CONTACT';
+UPDATE "routing_rules" SET "objectType_new" = 'ACCOUNT' WHERE "objectType" = 'ACCOUNT';
+ALTER TABLE "routing_rules" DROP COLUMN "objectType";
+ALTER TABLE "routing_rules" RENAME COLUMN "objectType_new" TO "objectType";
+ALTER TABLE "routing_rules" ALTER COLUMN "objectType" SET NOT NULL;
+
+-- AlterTable field_schemas - Migrate objectType to CrmObjectType
+ALTER TABLE "field_schemas" ADD COLUMN "objectType_new" "CrmObjectType";
+UPDATE "field_schemas" SET "objectType_new" = 'LEAD' WHERE "objectType" = 'LEAD';
+UPDATE "field_schemas" SET "objectType_new" = 'CONTACT' WHERE "objectType" = 'CONTACT';
+UPDATE "field_schemas" SET "objectType_new" = 'ACCOUNT' WHERE "objectType" = 'ACCOUNT';
+ALTER TABLE "field_schemas" DROP COLUMN "objectType";
+ALTER TABLE "field_schemas" RENAME COLUMN "objectType_new" TO "objectType";
+ALTER TABLE "field_schemas" ALTER COLUMN "objectType" SET NOT NULL;
+
+-- Update field_schemas unique constraint
+DROP INDEX IF EXISTS "field_schemas_orgId_objectType_fieldApiName_key";
+CREATE UNIQUE INDEX "field_schemas_orgId_objectType_fieldApiName_key" ON "field_schemas"("orgId", "objectType", "fieldApiName");
+
+-- AlterTable routing_daily_aggregates - Migrate objectType to CrmObjectType
+ALTER TABLE "routing_daily_aggregates" ADD COLUMN "objectType_new" "CrmObjectType";
+UPDATE "routing_daily_aggregates" SET "objectType_new" = 'LEAD' WHERE "objectType" = 'LEAD';
+UPDATE "routing_daily_aggregates" SET "objectType_new" = 'CONTACT' WHERE "objectType" = 'CONTACT';
+UPDATE "routing_daily_aggregates" SET "objectType_new" = 'ACCOUNT' WHERE "objectType" = 'ACCOUNT';
+ALTER TABLE "routing_daily_aggregates" DROP COLUMN "objectType";
+ALTER TABLE "routing_daily_aggregates" RENAME COLUMN "objectType_new" TO "objectType";
+
+-- Update routing_daily_aggregates unique constraint
+DROP INDEX IF EXISTS "routing_daily_aggregates_orgId_date_ruleId_pathLabel_branchId_key";
+CREATE UNIQUE INDEX "routing_daily_aggregates_orgId_date_ruleId_pathLabel_branchId_key" ON "routing_daily_aggregates"("orgId", "date", "ruleId", "pathLabel", "branchId", "teamId", "assigneeId", "objectType");
+
+-- AlterTable routing_flows - Migrate objectType to CrmObjectType
+ALTER TABLE "routing_flows" ADD COLUMN "objectType_new" "CrmObjectType";
+UPDATE "routing_flows" SET "objectType_new" = 'LEAD' WHERE "objectType" = 'LEAD';
+UPDATE "routing_flows" SET "objectType_new" = 'CONTACT' WHERE "objectType" = 'CONTACT';
+UPDATE "routing_flows" SET "objectType_new" = 'ACCOUNT' WHERE "objectType" = 'ACCOUNT';
+ALTER TABLE "routing_flows" DROP COLUMN "objectType";
+ALTER TABLE "routing_flows" RENAME COLUMN "objectType_new" TO "objectType";
+ALTER TABLE "routing_flows" ALTER COLUMN "objectType" SET NOT NULL;
+
+-- Update routing_flows unique constraint
+DROP INDEX IF EXISTS "routing_flows_orgId_objectType_key";
+CREATE UNIQUE INDEX "routing_flows_orgId_objectType_key" ON "routing_flows"("orgId", "objectType");
+
+-- Drop the function that depends on SfdcObjectType BEFORE dropping the type
+DROP FUNCTION IF EXISTS immutable_object_type_text("SfdcObjectType");
+DROP INDEX IF EXISTS routing_daily_aggregates_unique_dimensions;
+
+-- Now we can safely drop the old SfdcObjectType enum
+DROP TYPE "SfdcObjectType";
+
+-- CreateTable sla_policies
+CREATE TABLE "sla_policies" (
+    "id" TEXT NOT NULL,
+    "orgId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "deadlineMinutes" INTEGER NOT NULL,
+    "metCriteria" "SlaMetCriteria" NOT NULL DEFAULT 'ANY_ACTIVITY',
+    "metTargetValue" TEXT,
+    "breachAction" TEXT NOT NULL DEFAULT 'REROUTE',
+    "maxReroutes" INTEGER NOT NULL DEFAULT 3,
+    "enforceBusinessHours" BOOLEAN NOT NULL DEFAULT false,
+    "businessHoursStart" TEXT,
+    "businessHoursEnd" TEXT,
+    "businessTimezone" TEXT,
+    "businessDays" TEXT,
+    "isActive" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "sla_policies_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable sla_rule_assignments
+CREATE TABLE "sla_rule_assignments" (
+    "id" TEXT NOT NULL,
+    "slaPolicyId" TEXT NOT NULL,
+    "ruleId" TEXT,
+    "teamId" TEXT,
+    "branchId" TEXT,
+
+    CONSTRAINT "sla_rule_assignments_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable sla_instances
+CREATE TABLE "sla_instances" (
+    "id" TEXT NOT NULL,
+    "orgId" TEXT NOT NULL,
+    "slaPolicyId" TEXT NOT NULL,
+    "routingLogId" TEXT NOT NULL,
+    "crmRecordId" TEXT NOT NULL,
+    "objectType" "CrmObjectType" NOT NULL,
+    "assigneeId" TEXT NOT NULL,
+    "ruleId" TEXT,
+    "status" "SlaInstanceStatus" NOT NULL DEFAULT 'ACTIVE',
+    "startedAt" TIMESTAMP(3) NOT NULL,
+    "deadline" TIMESTAMP(3) NOT NULL,
+    "metAt" TIMESTAMP(3),
+    "breachedAt" TIMESTAMP(3),
+    "responseTimeMs" INTEGER,
+    "breachAction" TEXT,
+    "reassignedTo" TEXT,
+    "rerouteCount" INTEGER NOT NULL DEFAULT 0,
+    "lastAttemptAt" TIMESTAMP(3),
+    "attemptCount" INTEGER NOT NULL DEFAULT 0,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "sla_instances_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "sla_policies_orgId_name_key" ON "sla_policies"("orgId", "name");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "sla_rule_assignments_slaPolicyId_ruleId_teamId_branchId_key" ON "sla_rule_assignments"("slaPolicyId", "ruleId", "teamId", "branchId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "sla_instances_routingLogId_key" ON "sla_instances"("routingLogId");
+
+-- CreateIndex
+CREATE INDEX "sla_instances_status_deadline_idx" ON "sla_instances"("status", "deadline");
+
+-- CreateIndex
+CREATE INDEX "sla_instances_orgId_status_idx" ON "sla_instances"("orgId", "status");
+
+-- CreateIndex
+CREATE INDEX "sla_instances_orgId_crmRecordId_status_idx" ON "sla_instances"("orgId", "crmRecordId", "status");
+
+-- CreateIndex
+CREATE INDEX "sla_instances_orgId_slaPolicyId_status_idx" ON "sla_instances"("orgId", "slaPolicyId", "status");
+
+-- AddForeignKey
+ALTER TABLE "sla_policies" ADD CONSTRAINT "sla_policies_orgId_fkey" FOREIGN KEY ("orgId") REFERENCES "organizations"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "sla_rule_assignments" ADD CONSTRAINT "sla_rule_assignments_slaPolicyId_fkey" FOREIGN KEY ("slaPolicyId") REFERENCES "sla_policies"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "sla_rule_assignments" ADD CONSTRAINT "sla_rule_assignments_ruleId_fkey" FOREIGN KEY ("ruleId") REFERENCES "routing_rules"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "sla_rule_assignments" ADD CONSTRAINT "sla_rule_assignments_teamId_fkey" FOREIGN KEY ("teamId") REFERENCES "round_robin_teams"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "sla_rule_assignments" ADD CONSTRAINT "sla_rule_assignments_branchId_fkey" FOREIGN KEY ("branchId") REFERENCES "routing_branches"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "sla_instances" ADD CONSTRAINT "sla_instances_orgId_fkey" FOREIGN KEY ("orgId") REFERENCES "organizations"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "sla_instances" ADD CONSTRAINT "sla_instances_slaPolicyId_fkey" FOREIGN KEY ("slaPolicyId") REFERENCES "sla_policies"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "sla_instances" ADD CONSTRAINT "sla_instances_routingLogId_fkey" FOREIGN KEY ("routingLogId") REFERENCES "routing_logs"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- Update immutable_object_type_text function to use CrmObjectType
+CREATE OR REPLACE FUNCTION immutable_object_type_text(val "CrmObjectType")
+RETURNS text
+LANGUAGE sql IMMUTABLE STRICT PARALLEL SAFE AS
+$$SELECT val::text$$;
+
+-- Recreate functional unique index on routing_daily_aggregates
+DROP INDEX IF EXISTS routing_daily_aggregates_unique_dimensions;
+CREATE UNIQUE INDEX routing_daily_aggregates_unique_dimensions
+ON routing_daily_aggregates (
+  "orgId", date,
+  COALESCE("ruleId", ''),
+  COALESCE("pathLabel", ''),
+  COALESCE("branchId", ''),
+  COALESCE("teamId", ''),
+  COALESCE("assigneeId", ''),
+  COALESCE(immutable_object_type_text("objectType"), '')
+);
+
+-- Backfill: Set crmType to SALESFORCE for existing orgs with sfdcOrgId
+UPDATE "organizations" SET "crmType" = 'SALESFORCE' WHERE "sfdcOrgId" IS NOT NULL;

package/dist/prisma/schema.prisma

@@ -10,13 +10,35 @@ datasource db {
 
 // ─── Enums ────────────────────────────────────────────────────────────────────
 
-enum SfdcObjectType {
+enum CrmType {
+  SALESFORCE
+  HUBSPOT
+}
+
+enum CrmObjectType {
   LEAD
   CONTACT
   ACCOUNT
+  COMPANY
+  DEAL
   USER
 }
 
+enum SlaMetCriteria {
+  ANY_ACTIVITY        // notes_last_contacted changed
+  STATUS_CHANGE       // hs_lead_status changed from initial value
+  SPECIFIC_STATUS     // hs_lead_status reaches a target value
+  MEETING_BOOKED      // engagements_last_meeting_booked changed
+}
+
+enum SlaInstanceStatus {
+  ACTIVE              // Timer running
+  MET                 // Rep took action in time
+  BREACHED            // Timer expired, breach actions executed
+  ESCALATED           // Max re-routes exceeded, needs manual attention
+  CANCELLED           // Record re-routed manually or deleted
+}
+
 enum TriggerEvent {
   INSERT
   UPDATE
@@ -100,11 +122,16 @@ enum FlowNodeType {
 
 model Organization {
   id                String   @id @default(cuid())
+  crmType           CrmType? // null until CRM connected
   sfdcOrgId         String?  @unique   // null until CRM is connected in onboarding
   sfdcInstanceUrl   String?            // null until CRM is connected
   oauthAccessToken  String?            // null until CRM is connected
   oauthRefreshToken String?            // null until CRM is connected
   webhookSecret     String   // HMAC secret for verifying Apex trigger payloads
+  // HubSpot-specific fields
+  hubspotPortalId   String?  @unique   // null until HubSpot connected
+  hubspotAppId      String?            // HubSpot developer app ID
+  hubspotSubscriptionId String?        // HubSpot webhook subscription ID
   // Integration / package deploy tracking
   packageDeployedAt DateTime?
   packageDeployId   String?
@@ -154,6 +181,8 @@ model Organization {
   routingMode             Json?
   routingFlows            RoutingFlow[]
   apiTokens               ApiToken[]
+  slaPolicies             SlaPolicy[]
+  slaInstances            SlaInstance[]
 
   @@map("organizations")
 }
@@ -192,7 +221,7 @@ model Invite {
 model User {
   id           String    @id @default(cuid())
   orgId        String
-  sfdcUserId   String
+  crmUserId    String    // stores SFDC user ID or HubSpot owner ID
   name         String
   email        String
   role         String?
@@ -200,7 +229,7 @@ model User {
   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
+  isActive     Boolean   @default(true) // false if no longer in CRM
   lastRoutedAt DateTime?
   syncedAt     DateTime  @default(now())
   createdAt    DateTime  @default(now())
@@ -211,7 +240,7 @@ model User {
   branchAssignments RoutingBranch[] @relation("BranchAssigneeUser")
   defaultOwnerRules RoutingRule[]   @relation("DefaultOwnerUser")
 
-  @@unique([orgId, sfdcUserId])
+  @@unique([orgId, crmUserId])
   @@map("users")
 }
 
@@ -230,6 +259,7 @@ model RoundRobinTeam {
   routingRules      RoutingRule[]   @relation("TeamRules")
   branchAssignments RoutingBranch[] @relation("BranchAssigneeTeam")
   defaultOwnerRules RoutingRule[]   @relation("DefaultOwnerTeam")
+  slaRuleAssignments SlaRuleAssignment[]
 
   @@map("round_robin_teams")
 }
@@ -254,7 +284,7 @@ model TeamMember {
 model RoutingRule {
   id               String          @id @default(cuid())
   orgId            String
-  objectType       SfdcObjectType
+  objectType       CrmObjectType
   triggerEvent     TriggerEvent
   name             String
   priority         Int
@@ -303,6 +333,7 @@ model RoutingRule {
   matchConfig RouteMatchConfig?
   triggerConditions TriggerCondition[]
   bulkSearchRuns BulkSearchRun[]
+  slaRuleAssignments SlaRuleAssignment[]
 
   @@map("routing_rules")
 }
@@ -326,6 +357,7 @@ model RoutingBranch {
 
   conditions  BranchCondition[]
   routingLogs RoutingLog[]
+  slaRuleAssignments SlaRuleAssignment[]
 
   @@map("routing_branches")
 }
@@ -419,8 +451,8 @@ model RuleCondition {
 model RoutingLog {
   id             String          @id @default(cuid())
   orgId          String
-  sfdcRecordId   String
-  objectType     SfdcObjectType
+  crmRecordId    String
+  objectType     CrmObjectType
   eventType      TriggerEvent
   ruleId         String?
   ruleName       String?
@@ -446,12 +478,13 @@ model RoutingLog {
   org                Organization    @relation(fields: [orgId], references: [id], onDelete: Cascade)
   branch             RoutingBranch?  @relation(fields: [branchId], references: [id])
   conversionTracking ConversionTracking?
+  slaInstance        SlaInstance?
 
   @@index([orgId, createdAt])
   @@index([orgId, status])
   @@index([orgId, teamId])
   @@index([orgId, ruleId])
-  @@index([orgId, sfdcRecordId, createdAt])
+  @@index([orgId, crmRecordId, createdAt])
   @@map("routing_logs")
 }
 
@@ -476,7 +509,7 @@ model AuditLog {
 model RoutingFlow {
   id           String         @id @default(cuid())
   orgId        String
-  objectType   SfdcObjectType
+  objectType   CrmObjectType
   name         String         @default("Untitled Flow")
   status       FlowStatus     @default(DRAFT)
   triggerEvent TriggerEvent   @default(BOTH)
@@ -551,7 +584,7 @@ model SfdcQueue {
 model FieldSchema {
   id             String         @id @default(cuid())
   orgId          String
-  objectType     SfdcObjectType
+  objectType     CrmObjectType
   fieldApiName   String
   fieldLabel     String
   fieldType      String // TEXT | NUMBER | DATE | DATETIME | BOOLEAN | PICKLIST | MULTI_PICKLIST | LOOKUP
@@ -604,7 +637,7 @@ model RoutingDailyAggregate {
   branchId       String?
   teamId         String?
   assigneeId     String?
-  objectType     SfdcObjectType?
+  objectType     CrmObjectType?
   successCount   Int             @default(0)
   failedCount    Int             @default(0)
   unmatchedCount Int             @default(0)
@@ -629,7 +662,7 @@ model ConversionTracking {
   id                   String    @id @default(cuid())
   orgId                String
   routingLogId         String    @unique
-  sfdcLeadId           String
+  crmRecordId          String
   isConverted          Boolean   @default(false)
   convertedAt          DateTime?
   opportunityId        String?
@@ -649,7 +682,7 @@ model ConversionTracking {
   routingLog RoutingLog   @relation(fields: [routingLogId], references: [id], onDelete: Cascade)
 
   @@index([orgId, isConverted])
-  @@index([orgId, sfdcLeadId])
+  @@index([orgId, crmRecordId])
   @@map("conversion_tracking")
 }
 
@@ -772,3 +805,80 @@ model AiChatFeedback {
   @@index([orgId, rating])
   @@map("ai_chat_feedback")
 }
+
+model SlaPolicy {
+  id                    String          @id @default(cuid())
+  orgId                 String
+  name                  String
+  deadlineMinutes       Int             // e.g., 15
+  metCriteria           SlaMetCriteria  @default(ANY_ACTIVITY)
+  metTargetValue        String?         // For SPECIFIC_STATUS: target value
+  breachAction          String          @default("REROUTE") // REROUTE | NOTIFY_ONLY
+  maxReroutes           Int             @default(3) // Circuit breaker
+  // Business hours (V1 — org-level, prevents midnight loops)
+  enforceBusinessHours  Boolean         @default(false)
+  businessHoursStart    String?         // "09:00"
+  businessHoursEnd      String?         // "18:00"
+  businessTimezone      String?         // "America/New_York"
+  businessDays          String?         // "1,2,3,4,5" (Mon-Fri)
+  isActive              Boolean         @default(true)
+  createdAt             DateTime        @default(now())
+  updatedAt             DateTime        @updatedAt
+
+  org                   Organization    @relation(fields: [orgId], references: [id], onDelete: Cascade)
+  ruleAssignments       SlaRuleAssignment[]
+  instances             SlaInstance[]
+
+  @@unique([orgId, name])
+  @@map("sla_policies")
+}
+
+model SlaRuleAssignment {
+  id          String        @id @default(cuid())
+  slaPolicyId String
+  ruleId      String?       // Apply to entire rule
+  teamId      String?       // Apply to specific team
+  branchId    String?       // Apply to specific branch/path
+
+  slaPolicy   SlaPolicy     @relation(fields: [slaPolicyId], references: [id], onDelete: Cascade)
+  rule        RoutingRule?   @relation(fields: [ruleId], references: [id], onDelete: Cascade)
+  team        RoundRobinTeam? @relation(fields: [teamId], references: [id], onDelete: Cascade)
+  branch      RoutingBranch?  @relation(fields: [branchId], references: [id], onDelete: Cascade)
+
+  @@unique([slaPolicyId, ruleId, teamId, branchId])
+  @@map("sla_rule_assignments")
+}
+
+model SlaInstance {
+  id              String            @id @default(cuid())
+  orgId           String
+  slaPolicyId     String
+  routingLogId    String            @unique
+  crmRecordId     String
+  objectType      CrmObjectType
+  assigneeId      String            // CRM user/owner ID
+  ruleId          String?           // Which rule triggered this
+  status          SlaInstanceStatus @default(ACTIVE)
+  startedAt       DateTime
+  deadline        DateTime
+  metAt           DateTime?
+  breachedAt      DateTime?
+  responseTimeMs  Int?              // metAt - startedAt
+  breachAction    String?           // What was done on breach
+  reassignedTo    String?           // New owner after re-route
+  rerouteCount    Int               @default(0) // For circuit breaker
+  lastAttemptAt   DateTime?         // When sweeper last attempted breach processing (v2.1)
+  attemptCount    Int               @default(0) // Failed re-route attempt count (v2.1)
+  createdAt       DateTime          @default(now())
+  updatedAt       DateTime          @updatedAt
+
+  org             Organization      @relation(fields: [orgId], references: [id], onDelete: Cascade)
+  slaPolicy       SlaPolicy         @relation(fields: [slaPolicyId], references: [id], onDelete: Cascade)
+  routingLog      RoutingLog        @relation(fields: [routingLogId], references: [id], onDelete: Cascade)
+
+  @@index([status, deadline])             // Sweeper query
+  @@index([orgId, status])                // Per-org active count
+  @@index([orgId, crmRecordId, status])   // Webhook lookup + circuit breaker count
+  @@index([orgId, slaPolicyId, status])   // Compliance reporting
+  @@map("sla_instances")
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@lead-routing/cli",
-  "version": "0.6.8",
+  "version": "0.7.0",
   "description": "Self-hosted deployment CLI for Lead Routing",
   "homepage": "https://github.com/lead-routing/lead-routing",
   "keywords": [