@startanaicompany/crm 1.0.2 → 2.0.0

package/index.js

@@ -99,7 +99,7 @@ const program = new Command();
 program
   .name('saac_crm')
   .description('AI-first CRM CLI — manage leads and API keys')
-  .version('1.0.2')
+  .version('1.0.3')
   .option('--api-key <key>', 'API key (overrides SAAC_CRM_API_KEY env and config)')
   .option('--url <url>', 'API base URL (overrides config)');
 
@@ -337,6 +337,10 @@ leadsCmd
   .option('--tag <tag>', 'Filter by tag — repeatable, AND logic', (v, prev) => prev.concat([v]), [])
   .option('--api-key-id <id>', 'Filter by the API key ID that created the lead')
   .option('--self', 'Filter leads created by the current API key (shorthand for --api-key-id self)')
+  .option('--created-after <date>', 'Filter leads created after this ISO8601 date (e.g. 2026-01-01T00:00:00Z)')
+  .option('--created-before <date>', 'Filter leads created before this ISO8601 date')
+  .option('--updated-after <date>', 'Filter leads updated after this ISO8601 date')
+  .option('--updated-before <date>', 'Filter leads updated before this ISO8601 date')
   .option('--page <n>', 'Page number', '1')
   .option('--per-page <n>', 'Results per page', '20')
   .action(async (opts) => {
@@ -349,6 +353,10 @@ leadsCmd
       ...(opts.email && { email: opts.email }),
       ...(opts.company && { company: opts.company }),
       ...(apiKeyIdFilter && { api_key_id: apiKeyIdFilter }),
+      ...(opts.createdAfter && { created_after: opts.createdAfter }),
+      ...(opts.createdBefore && { created_before: opts.createdBefore }),
+      ...(opts.updatedAfter && { updated_after: opts.updatedAfter }),
+      ...(opts.updatedBefore && { updated_before: opts.updatedBefore }),
       page: opts.page,
       per_page: opts.perPage
     };
@@ -588,4 +596,325 @@ program
     }
   });
 
+// ============================================================
+// CONTACTS
+// ============================================================
+
+const contactsCmd = program
+  .command('contacts')
+  .description('Manage contacts (people separate from leads)');
+
+contactsCmd
+  .command('create')
+  .description('Create a new contact')
+  .requiredOption('--first-name <name>', 'First name')
+  .option('--last-name <name>', 'Last name')
+  .option('--email <email>', 'Email address (unique)')
+  .option('--phone <phone>', 'Phone number')
+  .option('--company <company>', 'Company name')
+  .option('--title <title>', 'Job title')
+  .option('--tags <tags>', 'Comma-separated tags')
+  .option('--do-not-contact', 'Mark as do not contact')
+  .option('--notes <notes>', 'Notes')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {
+        first_name: opts.firstName,
+        last_name: opts.lastName,
+        email: opts.email,
+        phone: opts.phone,
+        company: opts.company,
+        title: opts.title,
+        notes: opts.notes,
+        do_not_contact: opts.doNotContact === true,
+      };
+      if (opts.tags) body.tags = opts.tags.split(',').map(t => t.trim());
+      const res = await client.post('/contacts', body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('list')
+  .description('List contacts')
+  .option('--email <email>', 'Filter by email (partial match)')
+  .option('--company <company>', 'Filter by company (partial match)')
+  .option('--tag <tag>', 'Filter by tag')
+  .option('--page <n>', 'Page number', '1')
+  .option('--per-page <n>', 'Results per page', '20')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { page: opts.page, per_page: opts.perPage };
+      if (opts.email) params.email = opts.email;
+      if (opts.company) params.company = opts.company;
+      if (opts.tag) params.tag = opts.tag;
+      const res = await client.get('/contacts', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('get <id>')
+  .description('Get a contact by ID')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/contacts/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('update <id>')
+  .description('Update a contact')
+  .option('--first-name <name>', 'First name')
+  .option('--last-name <name>', 'Last name')
+  .option('--email <email>', 'Email address')
+  .option('--phone <phone>', 'Phone number')
+  .option('--company <company>', 'Company name')
+  .option('--title <title>', 'Job title')
+  .option('--tags <tags>', 'Comma-separated tags')
+  .option('--notes <notes>', 'Notes')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.firstName !== undefined) body.first_name = opts.firstName;
+      if (opts.lastName !== undefined) body.last_name = opts.lastName;
+      if (opts.email !== undefined) body.email = opts.email;
+      if (opts.phone !== undefined) body.phone = opts.phone;
+      if (opts.company !== undefined) body.company = opts.company;
+      if (opts.title !== undefined) body.title = opts.title;
+      if (opts.tags !== undefined) body.tags = opts.tags.split(',').map(t => t.trim());
+      if (opts.notes !== undefined) body.notes = opts.notes;
+      const res = await client.patch(`/contacts/${id}`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('delete <id>')
+  .description('Soft-delete a contact')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.delete(`/contacts/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('leads <id>')
+  .description('List leads linked to a contact')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/contacts/${id}/leads`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// BOARD — sales pipeline board
+// ============================================================
+
+program
+  .command('board')
+  .description('Show sales pipeline board (leads grouped by stage)')
+  .action(async () => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get('/board');
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// CALLS
+// ============================================================
+
+const callsCmd = program
+  .command('calls')
+  .description('Manage call logs');
+
+callsCmd
+  .command('create')
+  .description('Log a call')
+  .requiredOption('--direction <dir>', 'inbound or outbound')
+  .option('--lead-id <id>', 'Lead ID associated with this call')
+  .option('--contact-id <id>', 'Contact ID associated with this call')
+  .option('--outcome <outcome>', 'connected | left_voicemail | no_answer | busy | wrong_number | meeting_booked | demo_completed')
+  .option('--duration <seconds>', 'Duration in seconds')
+  .option('--notes <notes>', 'Call notes')
+  .option('--call-time <iso>', 'Call time (ISO8601, defaults to now)')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = { direction: opts.direction };
+      if (opts.leadId) body.lead_id = opts.leadId;
+      if (opts.contactId) body.contact_id = opts.contactId;
+      if (opts.outcome) body.outcome = opts.outcome;
+      if (opts.duration) body.duration_seconds = parseInt(opts.duration);
+      if (opts.notes) body.notes = opts.notes;
+      if (opts.callTime) body.call_time = opts.callTime;
+      const res = await client.post('/calls', body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('list')
+  .description('List call logs')
+  .option('--lead-id <id>', 'Filter by lead ID')
+  .option('--contact-id <id>', 'Filter by contact ID')
+  .option('--direction <dir>', 'Filter by direction (inbound/outbound)')
+  .option('--outcome <outcome>', 'Filter by outcome')
+  .option('--page <n>', 'Page number', '1')
+  .option('--per-page <n>', 'Results per page', '20')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { page: opts.page, per_page: opts.perPage };
+      if (opts.leadId) params.lead_id = opts.leadId;
+      if (opts.contactId) params.contact_id = opts.contactId;
+      if (opts.direction) params.direction = opts.direction;
+      if (opts.outcome) params.outcome = opts.outcome;
+      const res = await client.get('/calls', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('get <id>')
+  .description('Get a call log by ID')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/calls/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('update <id>')
+  .description('Update a call log')
+  .option('--outcome <outcome>', 'New outcome')
+  .option('--duration <seconds>', 'Duration in seconds')
+  .option('--notes <notes>', 'Call notes')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.outcome !== undefined) body.outcome = opts.outcome;
+      if (opts.duration !== undefined) body.duration_seconds = parseInt(opts.duration);
+      if (opts.notes !== undefined) body.notes = opts.notes;
+      const res = await client.patch(`/calls/${id}`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('delete <id>')
+  .description('Soft-delete a call log')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.delete(`/calls/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+
+// ============================================================
+// LEADS STAGE — pipeline stage management
+// ============================================================
+
+const leadsStageCmd = program
+  .command('leads-stage')
+  .description('Manage lead pipeline stages (sales board)');
+
+leadsStageCmd
+  .command('get <lead-id>')
+  .description('Get the current pipeline stage of a lead')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/leads/${leadId}/stage`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+leadsStageCmd
+  .command('set <lead-id> <stage>')
+  .description('Set pipeline stage: new | qualified | proposal | negotiation | closed_won | closed_lost')
+  .option('--note <note>', 'Optional note about why stage changed')
+  .action(async (leadId, stage, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = { stage };
+      if (opts.note) body.note = opts.note;
+      const res = await client.patch(`/leads/${leadId}/stage`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+leadsStageCmd
+  .command('history <lead-id>')
+  .description('Get stage transition history for a lead')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/leads/${leadId}/stage/history`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+
 program.parse(process.argv);

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "1.0.2",
-  "description": "AI-first CRM CLI — manage leads and API keys from the terminal",
+  "version": "2.0.0",
+  "description": "AI-first CRM CLI \u2014 manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {
     "saac_crm": "./index.js"
@@ -9,7 +9,14 @@
   "scripts": {
     "test": "echo \"No tests yet\""
   },
-  "keywords": ["crm", "ai", "leads", "api", "saac", "agent"],
+  "keywords": [
+    "crm",
+    "ai",
+    "leads",
+    "api",
+    "saac",
+    "agent"
+  ],
   "license": "MIT",
   "repository": {
     "type": "git",