@letterstory/cli 0.44.0 → 0.46.0

package/README.md

@@ -386,7 +386,25 @@ letterstory admin crm accounts --stage demo_scheduled  # with likelihood
 letterstory admin crm score <account-id>               # recompute; prints the factors
 letterstory admin crm slack-channels [--all]           # Watchdog channels + the account each is linked to
 letterstory admin crm link-slack <account-id> C0123ABC # the CRM's watch-only Slack link (`none` unlinks)
-```
+letterstory admin crm import leads.csv --dry-run       # bulk-import leads: what would be created/matched
+letterstory admin crm import leads.csv --tag "YC W26"  # …and for real (dedupes by domain, then company name)
+
+# One-click onboarding of a won client (key needs crm:write + fleet:onboard + org:create)
+letterstory admin crm onboard <account-id> --domain acme.com \
+  --site "Where fintech compliance is heading" --site "" \
+  --slack jane@acme.com --invite jane@acme.com:admin --invite bob@acme.com
+letterstory admin crm onboarding <account-id>          # step-by-step progress (sites refreshed)
+letterstory admin crm retry-onboarding <onboarding-id> # re-run only the failed steps
+letterstory admin crm onboard-plan <account-id>        # what the calls say: sites, Slack/app people, paid?
+letterstory admin crm payment-link <account-id>        # Stripe Payment Link at the deal amount (billing:write)
+```
+
+`onboard` runs org → link → phantom sites → Slack channel → checklist → app invites →
+stage in one call. Each site is a real (not test) fleet build; `--site ""` lets the engine
+infer its beat from the client's homepage. `onboard-plan` reads the account's recorded calls
+(newest first, cached per set of calls; `--refresh` re-reads) and says how many sites, what each
+is about, who to invite, and whether they've paid. `payment-link` stamps the account's org on
+the Stripe subscription, so paying through it binds and marks the account paid by itself.
 
 Every trigger — Cal.com bookings, Circleback recordings, Letterhome dinner RSVPs, RB2B
 visits, and what an agent records here — goes through one intake (`ingestSignal`,

package/lib/cli.mjs

@@ -52,7 +52,7 @@ import {
 } from "./commands.mjs";
 
 // Keep in sync with cli/package.json.
-export const VERSION = "0.44.0";
+export const VERSION = "0.46.0";
 
 // Flags that never take a value. Listing them explicitly means `deploy get --json <id>`
 // can't accidentally swallow the id as --json's value.
@@ -61,6 +61,8 @@ const BOOLEAN_FLAGS = new Set([
 	"yes",
 	"confirm-missing-target",
 	"no-wait",
+	"no-checklist",
+	"refresh",
 	"accept",
 	"help",
 	"version",
@@ -556,7 +558,8 @@ Admin (STAFF key — --staff-key / LETTERSTORY_STAFF_API_KEY; acts before an org
                                                        session (a trial per arm), linked to its
                                                        ledger entry. Written by \`npm run lab --
                                                        publish\` in the kernels repo.
-  admin crm signals [--status new] [--intent qualified] [--source rb2b] [--account <id>]
+  admin crm import <file.csv> [--source <name>] [--tag "…"] [--dry-run]
+          | signals [--status new] [--intent qualified] [--source rb2b] [--account <id>]
           | record --title "…" [--source bookface] [--kind other] [--intent qualified]
                    [--name …] [--email …] [--company …] [--domain …] [--linkedin …] [--detail …]
           | signal <id> qualify|dismiss|link [--account <id>]
@@ -565,7 +568,13 @@ Admin (STAFF key — --staff-key / LETTERSTORY_STAFF_API_KEY; acts before an org
           | white-glove [--suggested] | set-white-glove <account-id> on|off [--note "…"]
           | churn [--months 12] | record-churn <account-id> <reason> [--note "…"] [--at ISO]
             [--mrr-cents N] | undo-churn <account-id>
-                                                       The staff CRM's pipeline: the inbound signal
+          | onboard <account-id> --domain acme.com [--name "Acme"] [--site "<direction>"]… [--sites N]
+                   [--slack a@acme.com,b@acme.com] [--invite a@acme.com[:admin]]… [--no-checklist]
+          | onboarding <account-id> | retry-onboarding <onboarding-id>
+          | onboard-plan <account-id> [--refresh]
+          | payment-link <account-id> [--amount-cents N] [--description "…"]
+                                                       The staff CRM's pipeline: bulk-importing a
+                                                       CSV of leads, the inbound signal
                                                        feed, recording a signal with no webhook
                                                        (Bookface, a tweet like), qualifying or
                                                        dismissing one, and the explained score.
@@ -574,7 +583,16 @@ Admin (STAFF key — --staff-key / LETTERSTORY_STAFF_API_KEY; acts before an org
                                                        Churn: 30/90-day logo + revenue rates, who
                                                        churned and why; Stripe cancellations are
                                                        only suggestions until a person records one.
-                                                       Needs crm:read (reads) / crm:write (writes).
+                                                       Onboard runs org → link → phantom sites →
+                                                       Slack channel → checklist → app invites →
+                                                       stage in one call (--site "" = infer the
+                                                       beat from their homepage); retry re-runs
+                                                       only what failed.
+                                                       Needs crm:read (reads) / crm:write (writes);
+                                                       onboard + retry also need fleet:onboard and
+                                                       org:create. onboard-plan reads the calls
+                                                       (sites, who to invite, paid or not);
+                                                       payment-link needs billing:write.
   admin tuning-context [--q "<question>"]              The experiment agent's context pack (JSON):
                                                        the pipeline as deployed, levers, measures,
                                                        goals, related history.

package/lib/commands/admin.mjs

@@ -7,7 +7,7 @@
 //   admin experiments list|show|new|update|note|started|spend|conclude|abandon …   (tuning:experiment)
 //   admin tuning-context [--q "<question>"]                                         (tuning:experiment)
 //   admin tuning-import <brief-results.json> [--experiment <id>]                    (tuning:experiment)
-//   admin crm signals|record|signal|accounts|account|score|slack-channels|link-slack|white-glove|set-white-glove|churn|record-churn|undo-churn …  (crm:read / crm:write)
+//   admin crm import|signals|record|signal|accounts|account|score|slack-channels|link-slack|white-glove|set-white-glove|churn|record-churn|undo-churn|onboard|onboarding|retry-onboarding|onboard-plan|payment-link …  (crm:read / crm:write)
 //   admin create-org --domain acme.com [--name "Acme"] [--test] [--no-key] [--key-name N]
 //                    [--capabilities a,b] [--onboard] [--about "…"] [--sitemap <url>]
 //                    [--cms <provider>] [--posts N] [--seers suggest|skip] [--no-visuals]
@@ -425,6 +425,207 @@ function accountLine(a) {
 	return `${a.id}  [${a.stage}]  ${score}  ${a.name}${a.domain ? ` (${a.domain})` : ""}${a.isYc ? " · YC" : ""}`;
 }
 
+/* ------------------------------------------------------ CRM lead import (CSV) */
+
+/** RFC 4180-ish: quoted fields, doubled quotes, CRLF/LF, a BOM. Returns rows of cells. */
+export function parseCsvText(text) {
+	const src = text.replace(/^/, "");
+	const rows = [];
+	let row = [];
+	let cell = "";
+	let quoted = false;
+	for (let i = 0; i < src.length; i++) {
+		const c = src[i];
+		if (quoted) {
+			if (c === '"') {
+				if (src[i + 1] === '"') {
+					cell += '"';
+					i++;
+				} else quoted = false;
+			} else cell += c;
+		} else if (c === '"') quoted = true;
+		else if (c === ",") {
+			row.push(cell);
+			cell = "";
+		} else if (c === "\n" || c === "\r") {
+			if (c === "\r" && src[i + 1] === "\n") i++;
+			row.push(cell);
+			rows.push(row);
+			row = [];
+			cell = "";
+		} else cell += c;
+	}
+	if (cell !== "" || row.length > 0) {
+		row.push(cell);
+		rows.push(row);
+	}
+	return rows.filter((r) => r.some((c) => c.trim() !== ""));
+}
+
+/** Spreadsheet header → CrmImportRow field (headers compared lower-cased, letters and digits only). */
+const CRM_IMPORT_HEADERS = {
+	company: ["company", "companyname", "organization", "organisation", "account", "accountname"],
+	domain: ["domain", "companydomain"],
+	website: ["website", "url", "companywebsite", "companyurl", "site"],
+	name: ["name", "fullname", "contact", "contactname", "person"],
+	firstName: ["firstname", "first", "givenname"],
+	lastName: ["lastname", "last", "surname", "familyname"],
+	email: ["email", "emailaddress", "workemail", "businessemail"],
+	title: ["title", "jobtitle", "position", "role"],
+	linkedin: ["linkedin", "linkedinurl", "linkedinprofile"],
+	phone: ["phone", "phonenumber", "mobile"],
+	notes: ["notes", "note", "comments", "description"],
+	yc: ["yc", "isyc", "ycombinator"],
+	batch: ["batch", "ycbatch"],
+};
+
+/** A CSV's text → the CrmImportRow[] the import route takes (unknown columns are ignored). */
+export function csvToImportRows(text) {
+	const [header, ...body] = parseCsvText(text);
+	if (!header) return { rows: [], mapped: [] };
+	const key = (h) => h.toLowerCase().replace(/[^a-z0-9]/g, "");
+	const columns = header.map((h) => {
+		const k = key(h);
+		return Object.keys(CRM_IMPORT_HEADERS).find((f) => CRM_IMPORT_HEADERS[f].includes(k)) ?? null;
+	});
+	const rows = body.map((cells) => {
+		const row = {};
+		columns.forEach((field, i) => {
+			const v = (cells[i] ?? "").trim();
+			if (field && v && row[field] === undefined) row[field] = v;
+		});
+		return row;
+	});
+	return { rows, mapped: [...new Set(columns.filter(Boolean))] };
+}
+
+/** The route's cap (CRM_IMPORT_MAX_ROWS in src/types/crm.ts). */
+const CRM_IMPORT_CHUNK = 2000;
+
+/**
+ * `admin crm import <file.csv> [--source name] [--tag "…"] [--dry-run]` — the same importLeads
+ * the CRM's upload calls (POST /api/superadmin/crm/import), 2,000 rows per request.
+ */
+async function cmdAdminCrmImport(ctx, path) {
+	const { flags, io } = ctx;
+	if (!path) throw new CliError('Usage: admin crm import <file.csv> [--source name] [--tag "…"] [--dry-run]');
+	let text;
+	try {
+		text = readFileSync(path, "utf8");
+	} catch (err) {
+		throw new CliError(`Could not read ${path}: ${err.message}`);
+	}
+	const { rows, mapped } = csvToImportRows(text);
+	if (rows.length === 0) throw new CliError(`${path} has no data rows`);
+	if (!["company", "domain", "website", "email"].some((f) => mapped.includes(f))) {
+		throw new CliError("No company, domain, website or email column found in the header row");
+	}
+	const source = flagStr(flags.source) ?? path.split(/[\\/]/).pop();
+	const dryRun = flagBool(flags["dry-run"]);
+	const total = { created: 0, matched: 0, contactsAdded: 0, skipped: 0, rows: [] };
+	for (let offset = 0; offset < rows.length; offset += CRM_IMPORT_CHUNK) {
+		const r = await staffPost(
+			ctx,
+			`${CRM}/import`,
+			compact({ rows: rows.slice(offset, offset + CRM_IMPORT_CHUNK), source, dryRun, tag: flagStr(flags.tag) })
+		);
+		total.created += r.created;
+		total.matched += r.matched;
+		total.contactsAdded += r.contactsAdded;
+		total.skipped += r.skipped;
+		total.rows.push(...r.rows.map((x) => ({ ...x, index: x.index + offset })));
+	}
+	if (flagBool(flags.json)) return printResult(io, flags, total);
+	const errors = total.rows.filter((x) => x.status === "error").length;
+	io.log(
+		`${dryRun ? "Dry run — would import" : "Imported"} ${rows.length} rows from ${source} (columns: ${mapped.join(", ")}):\n` +
+			`  ${total.created} accounts ${dryRun ? "to create" : "created"}, ${total.matched} matched, ` +
+			`${total.contactsAdded} contacts ${dryRun ? "to add" : "added"}, ${total.skipped} skipped${errors ? `, ${errors} errors` : ""}`
+	);
+	for (const x of total.rows.filter((y) => y.status === "skipped" || y.status === "error")) {
+		// +2: the header is line 1 and the index is 0-based.
+		io.log(`  line ${x.index + 2}: ${x.status} — ${x.reason ?? ""}`);
+	}
+}
+
+function onboardingLines(o) {
+	if (!o) return "(never onboarded from the CRM)";
+	const mark = { done: "✓", skipped: "–", failed: "✗", running: "…", pending: "·" };
+	return [
+		`${o.id}  started ${o.startedAt.slice(0, 16).replace("T", " ")}${o.finishedAt ? "  finished" : "  in progress"}`,
+		...(o.billing ? [`  ${billingLine(o.billing)}`] : []),
+		...o.steps.map(
+			(s) =>
+				`  ${mark[s.status] ?? "?"} ${s.key.padEnd(9)} ${s.status}${s.progress ? ` (${s.progress.done}/${s.progress.total})` : ""}${s.detail ? `  ${s.detail}` : ""}${s.error ? `\n      error: ${s.error}` : ""}`
+		),
+	].join("\n");
+}
+
+function dollars(cents) {
+	return `$${(cents / 100).toLocaleString("en-US", { maximumFractionDigits: 2 })}`;
+}
+
+function billingLine(b) {
+	const paid = b.paid
+		? `PAID${b.mrrCents ? ` (${dollars(b.mrrCents)}/mo)` : ""}${b.paidAt ? ` since ${b.paidAt.slice(0, 10)}` : ""}`
+		: "NOT PAID";
+	return `billing: ${paid}${b.paymentLinkUrl ? `  link: ${b.paymentLinkUrl}` : ""}`;
+}
+
+function planLines(p) {
+	return [
+		`domain: ${p.domain ?? "(unknown)"}`,
+		`sites: ${p.sites.length}`,
+		...p.sites.map(
+			(s, i) => `  ${i + 1}. ${s.direction || "(infer from their homepage)"}${s.why ? `  — ${s.why}` : ""}`
+		),
+		`slack: ${p.slackEmails.join(", ") || "(nobody found)"}`,
+		`invites: ${p.invites.map((i) => `${i.email}:${i.role}`).join(", ") || "(none)"}`,
+		...(p.notes ? [`notes: ${p.notes}`] : []),
+		billingLine(p.billing),
+		`read: ${p.sources.map((s) => `${s.title ?? s.transcriptId} (${s.occurredAt.slice(0, 10)})`).join("; ") || "(no calls on file)"}`,
+	].join("\n");
+}
+
+/**
+ * `admin crm onboard` body from flags — the same CrmOnboardBodySchema the desk sends.
+ * --site "<direction>" per site (repeatable; "" = infer from the homepage) and/or
+ * --sites N (pads with inferred sites); --slack a@x,b@x (bare --slack = the channel, no
+ * invites yet); --invite email[:admin|editor] (repeatable); --no-checklist.
+ */
+function onboardBody(flags) {
+	const domain = flagStr(flags.domain);
+	if (!domain) {
+		throw new CliError(
+			'Usage: admin crm onboard <account-id> --domain acme.com [--name "Acme"] [--site "<direction>"]… [--sites N] [--slack a@x,b@x] [--invite a@x[:admin]]… [--no-checklist]'
+		);
+	}
+	const sites = flagList(flags.site).map((direction) => ({ direction: direction.trim() || null }));
+	const total = flagNum(flags.sites);
+	while (total !== undefined && sites.length < total) sites.push({ direction: null });
+	const slackEmails = flagList(flags.slack)
+		.flatMap((v) => v.split(","))
+		.map((e) => e.trim())
+		.filter(Boolean);
+	const slack = flags.slack === undefined ? null : { emails: slackEmails };
+	const invites = flagList(flags.invite)
+		.flatMap((v) => v.split(","))
+		.map((v) => v.trim())
+		.filter(Boolean)
+		.map((v) => {
+			const [email, role] = v.split(":");
+			return { email, role: role === "admin" ? "admin" : "editor" };
+		});
+	return compact({
+		domain,
+		name: flagStr(flags.name),
+		sites,
+		slack,
+		invites,
+		checklist: flagBool(flags["no-checklist"]) ? false : undefined,
+	});
+}
+
 /**
  * `admin crm …` — the headless half of the staff CRM, so a background agent can watch the
  * pipeline and record the signals that have no webhook (Bookface, tweet likes, DMs).
@@ -437,6 +638,8 @@ async function cmdAdminCrm(ctx) {
 	const json = flagBool(flags.json);
 	const out = (result, line) => (json ? printResult(io, flags, result) : io.log(line(result)));
 	switch (sub) {
+		case "import":
+			return cmdAdminCrmImport(ctx, id);
 		case "signals": {
 			const params = new URLSearchParams(
 				compact({
@@ -623,9 +826,55 @@ async function cmdAdminCrm(ctx) {
 			const r = await staffRequest(ctx, "DELETE", `${CRM}/accounts/${id}/churn`);
 			return out(r, (x) => `churn undone: ${accountLine(x.account)}`);
 		}
+		case "onboard": {
+			// admin crm onboard <account-id> --domain acme.com … — one-click onboarding of a won
+			// client. The key needs crm:write + fleet:onboard + org:create.
+			if (!id) throw new CliError("Usage: admin crm onboard <account-id> --domain acme.com … (see --help)");
+			const r = await staffPost(ctx, `${CRM}/accounts/${id}/onboard`, onboardBody(flags));
+			return out(r, (x) => onboardingLines(x.onboarding));
+		}
+		case "onboarding": {
+			// admin crm onboarding <account-id> — the latest onboarding, sites refreshed.
+			if (!id) throw new CliError("Usage: admin crm onboarding <account-id>");
+			return out(await staffRequest(ctx, "GET", `${CRM}/accounts/${id}/onboard`), (x) =>
+				onboardingLines(x.onboarding)
+			);
+		}
+		case "onboard-plan": {
+			// admin crm onboard-plan <account-id> [--refresh] — what the calls say onboarding
+			// should set up (sites, Slack/app people, notes) + paid or not. --refresh re-reads.
+			if (!id) throw new CliError("Usage: admin crm onboard-plan <account-id> [--refresh]");
+			const q = flagBool(flags.refresh) ? "?refresh=1" : "";
+			return out(await staffRequest(ctx, "GET", `${CRM}/accounts/${id}/onboard/plan${q}`), (x) =>
+				planLines(x.plan)
+			);
+		}
+		case "payment-link": {
+			// admin crm payment-link <account-id> [--amount-cents N] [--description "…"] — a Stripe
+			// Payment Link for the monthly subscription (default: the deal amount). The key needs
+			// crm:write + billing:write.
+			if (!id)
+				throw new CliError('Usage: admin crm payment-link <account-id> [--amount-cents N] [--description "…"]');
+			const r = await staffPost(
+				ctx,
+				`${CRM}/accounts/${id}/payment-link`,
+				compact({ amountCents: flagNum(flags["amount-cents"]), description: flagStr(flags.description) })
+			);
+			return out(
+				r,
+				(x) =>
+					`${x.url}  (${dollars(x.amountCents)}/month${x.orgId ? "" : " — no org yet: bind in Fleet → Billing"})`
+			);
+		}
+		case "retry-onboarding": {
+			// admin crm retry-onboarding <onboarding-id> — re-run the failed/pending steps.
+			if (!id) throw new CliError("Usage: admin crm retry-onboarding <onboarding-id>");
+			const r = await staffPost(ctx, `${CRM}/onboardings/${id}/retry`, {});
+			return out(r, (x) => onboardingLines(x.onboarding));
+		}
 		default:
 			throw new CliError(
-				"Usage: admin crm signals|record|signal|accounts|account|score|slack-channels|link-slack|white-glove|set-white-glove|churn|record-churn|undo-churn … (see --help)"
+				"Usage: admin crm import|signals|record|signal|accounts|account|score|slack-channels|link-slack|white-glove|set-white-glove|churn|record-churn|undo-churn|onboard|onboarding|retry-onboarding|onboard-plan|payment-link … (see --help)"
 			);
 	}
 }

package/package.json

@@ -1,6 +1,6 @@
 {
 	"name": "@letterstory/cli",
-	"version": "0.44.0",
+	"version": "0.46.0",
 	"description": "Spin up and manage Letterstory phantom blogs from your terminal.",
 	"type": "module",
 	"license": "UNLICENSED",