@startanaicompany/crm 2.1.0 → 2.3.2

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('1.0.3')
+  .version('2.3.0')
   .option('--api-key <key>', 'API key (overrides SAAC_CRM_API_KEY env and config)')
   .option('--url <url>', 'API base URL (overrides config)');
 
@@ -298,6 +298,8 @@ leadsCmd
   .option('--company <company>', 'Company name')
   .option('--status <status>', 'Status: new|contacted|qualified|unresponsive|converted|lost', 'new')
   .option('--source <source>', 'Source: api|import|referral', 'api')
+  .option('--deal-value <amount>', 'Deal value (numeric)')
+  .option('--pipeline-stage <stage>', 'Pipeline stage: new|prospecting|discovery|qualified|demo_scheduled|demo_completed|proposal_sent|negotiation|contract_sent|closed_won|closed_lost|no_decision|dormant')
   .option('--notes <notes>', 'Notes')
   .option('--assigned-to <assignedTo>', 'Assigned to')
   .option('--tag <tag>', 'Tag (repeatable)', (v, prev) => prev.concat([v]), [])
@@ -315,6 +317,8 @@ leadsCmd
       ...(opts.company && { company: opts.company }),
       status: opts.status,
       source: opts.source,
+      ...(opts.dealValue !== undefined && { deal_value: parseFloat(opts.dealValue) }),
+      ...(opts.pipelineStage && { pipeline_stage: opts.pipelineStage }),
       ...(opts.notes && { notes: opts.notes }),
       ...(opts.assignedTo && { assigned_to: opts.assignedTo }),
       ...(opts.tag.length > 0 && { tags: opts.tag }),
@@ -394,6 +398,7 @@ leadsCmd
   .option('--company <company>', 'New company')
   .option('--status <status>', 'New status')
   .option('--source <source>', 'New source')
+  .option('--deal-value <amount>', 'Deal value (numeric)')
   .option('--notes <notes>', 'New notes')
   .option('--assigned-to <assignedTo>', 'New assigned-to')
   .option('--tag <tag>', 'Replace tags (repeatable)', (v, prev) => prev.concat([v]), [])
@@ -409,6 +414,7 @@ leadsCmd
       ...(opts.company !== undefined && { company: opts.company }),
       ...(opts.status && { status: opts.status }),
       ...(opts.source && { source: opts.source }),
+      ...(opts.dealValue !== undefined && { deal_value: parseFloat(opts.dealValue) }),
       ...(opts.notes !== undefined && { notes: opts.notes }),
       ...(opts.assignedTo !== undefined && { assigned_to: opts.assignedTo }),
       ...(opts.tag.length > 0 && { tags: opts.tag }),
@@ -684,6 +690,7 @@ contactsCmd
   .option('--phone <phone>', 'Phone number')
   .option('--company <company>', 'Company name')
   .option('--title <title>', 'Job title')
+  .option('--role <role>', 'Role: champion|economic_buyer|technical_buyer|gatekeeper|influencer|end_user')
   .option('--tags <tags>', 'Comma-separated tags')
   .option('--notes <notes>', 'Notes')
   .action(async (id, opts) => {
@@ -697,6 +704,7 @@ contactsCmd
       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.role !== undefined) body.role = opts.role;
       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);
@@ -766,7 +774,7 @@ callsCmd
   .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('--outcome <outcome>', 'connected | no_answer | voicemail | busy | failed | callback_requested | not_interested | wrong_number | left_message_with_gatekeeper | disconnected | scheduled')
   .option('--duration <seconds>', 'Duration in seconds')
   .option('--notes <notes>', 'Call notes')
   .option('--call-time <iso>', 'Call time (ISO8601, defaults to now)')
@@ -887,7 +895,7 @@ leadsStageCmd
 
 leadsStageCmd
   .command('set <lead-id> <stage>')
-  .description('Set pipeline stage: new | qualified | proposal | negotiation | closed_won | closed_lost')
+  .description('Set pipeline stage: new|prospecting|discovery|qualified|demo_scheduled|demo_completed|proposal_sent|negotiation|contract_sent|closed_won|closed_lost|no_decision|dormant')
   .option('--note <note>', 'Optional note about why stage changed')
   .action(async (leadId, stage, opts) => {
     const globalOpts = program.opts();
@@ -937,6 +945,7 @@ meetingsCmd
   .option('--video-link <url>', 'Video call link (Zoom, Meet, etc.)')
   .option('--notes <notes>', 'Meeting notes or agenda')
   .option('--outcome <outcome>', 'scheduled | completed | cancelled | no_show')
+  .option('--sentiment <sentiment>', 'positive | neutral | negative | unknown')
   .action(async (opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
@@ -952,6 +961,7 @@ meetingsCmd
       if (opts.videoLink) body.video_link = opts.videoLink;
       if (opts.notes) body.notes = opts.notes;
       if (opts.outcome) body.outcome = opts.outcome;
+      if (opts.sentiment) body.sentiment = opts.sentiment;
       const res = await client.post('/meetings', body);
       printJSON(res.data);
     } catch (err) {
@@ -1010,6 +1020,7 @@ meetingsCmd
   .option('--video-link <url>', 'Video link')
   .option('--notes <notes>', 'Notes')
   .option('--outcome <outcome>', 'scheduled | completed | cancelled | no_show')
+  .option('--sentiment <sentiment>', 'positive | neutral | negative | unknown')
   .action(async (id, opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
@@ -1022,6 +1033,7 @@ meetingsCmd
       if (opts.videoLink !== undefined) body.video_link = opts.videoLink;
       if (opts.notes !== undefined) body.notes = opts.notes;
       if (opts.outcome !== undefined) body.outcome = opts.outcome;
+      if (opts.sentiment !== undefined) body.sentiment = opts.sentiment;
       const res = await client.patch(`/meetings/${id}`, body);
       printJSON(res.data);
     } catch (err) {
@@ -1061,9 +1073,9 @@ emailsCmd
   .requiredOption('--subject <subject>', 'Email subject line')
   .option('--contact-id <id>', 'Contact ID')
   .option('--lead-id <id>', 'Lead ID')
-  .option('--body <summary>', 'Body summary (max 1000 chars)')
+  .option('--body-summary <summary>', 'Body summary (max 1000 chars)')
   .option('--thread-id <id>', 'Thread ID for grouping related emails')
-  .option('--email-time <iso>', 'When the email was sent/received (ISO8601, defaults to now)')
+  .option('--email-timestamp <iso>', 'When the email was sent/received (ISO8601, defaults to now)')
   .action(async (opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
@@ -1074,9 +1086,9 @@ emailsCmd
       };
       if (opts.contactId) body.contact_id = opts.contactId;
       if (opts.leadId) body.lead_id = opts.leadId;
-      if (opts.body) body.body_summary = opts.body;
+      if (opts.bodySummary) body.body_summary = opts.bodySummary;
       if (opts.threadId) body.thread_id = opts.threadId;
-      if (opts.emailTime) body.email_timestamp = opts.emailTime;
+      if (opts.emailTimestamp) body.email_timestamp = opts.emailTimestamp;
       const res = await client.post('/emails', body);
       printJSON(res.data);
     } catch (err) {
@@ -1142,4 +1154,744 @@ emailsCmd
   });
 
 
+
+// ============================================================
+// QUOTES commands
+// ============================================================
+const quotesCmd = program.command('quotes').description('Manage quotes');
+
+quotesCmd
+  .command('create')
+  .description('Create a new quote')
+  .requiredOption('--title <title>', 'Quote title')
+  .option('--lead-id <id>', 'Lead ID to link')
+  .option('--contact-id <id>', 'Contact ID to link')
+  .option('--currency <code>', 'Currency code (default: USD)')
+  .option('--validity-date <date>', 'Validity date (YYYY-MM-DD)')
+  .option('--notes <notes>', 'Notes')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post('/quotes', {
+        title: opts.title,
+        lead_id: opts.leadId,
+        contact_id: opts.contactId,
+        currency: opts.currency,
+        validity_date: opts.validityDate,
+        notes: opts.notes
+      });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('list')
+  .description('List quotes')
+  .option('--status <status>', 'Filter by status (draft/sent/accepted/rejected/expired)')
+  .option('--lead-id <id>', 'Filter by lead ID')
+  .option('--contact-id <id>', 'Filter by contact ID')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const params = {};
+      if (opts.status) params.status = opts.status;
+      if (opts.leadId) params.lead_id = opts.leadId;
+      if (opts.contactId) params.contact_id = opts.contactId;
+      const res = await client.get('/quotes', { params });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('get <id>')
+  .description('Get a quote with all line items and totals')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.get(`/quotes/${id}`);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('update <id>')
+  .description('Update quote metadata')
+  .option('--title <title>', 'New title')
+  .option('--currency <code>', 'Currency code')
+  .option('--validity-date <date>', 'Validity date (YYYY-MM-DD)')
+  .option('--notes <notes>', 'Notes')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const body = {};
+      if (opts.title) body.title = opts.title;
+      if (opts.currency) body.currency = opts.currency;
+      if (opts.validityDate) body.validity_date = opts.validityDate;
+      if (opts.notes) body.notes = opts.notes;
+      const res = await client.patch(`/quotes/${id}`, body);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('add-line <quote-id>')
+  .description('Add a line item to a quote')
+  .requiredOption('--description <desc>', 'Line item description')
+  .requiredOption('--unit-price <price>', 'Unit price', parseFloat)
+  .option('--quantity <qty>', 'Quantity (default: 1)', parseFloat)
+  .option('--discount <pct>', 'Discount percentage 0-100 (default: 0)', parseFloat)
+  .option('--sort-order <n>', 'Sort order (default: 0)', parseInt)
+  .action(async (quoteId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/quotes/${quoteId}/lines`, {
+        description: opts.description,
+        unit_price: opts.unitPrice,
+        quantity: opts.quantity || 1,
+        discount_percentage: opts.discount || 0,
+        sort_order: opts.sortOrder || 0
+      });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('remove-line <quote-id> <line-id>')
+  .description('Remove a line item from a quote')
+  .action(async (quoteId, lineId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.delete(`/quotes/${quoteId}/lines/${lineId}`);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('send <id>')
+  .description('Mark a quote as sent')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/quotes/${id}/status`, { status: 'sent' });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('accept <id>')
+  .description('Mark a quote as accepted (auto-creates draft contract)')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/quotes/${id}/status`, { status: 'accepted' });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('reject <id>')
+  .description('Mark a quote as rejected')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/quotes/${id}/status`, { status: 'rejected' });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('version <id>')
+  .description('Create a new version of a quote (copies all line items)')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/quotes/${id}/version`);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+quotesCmd
+  .command('delete <id>')
+  .description('Soft-delete a quote')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.delete(`/quotes/${id}`);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// CONTRACTS commands
+// ============================================================
+const contractsCmd = program.command('contracts').description('Manage contracts');
+
+contractsCmd
+  .command('create')
+  .description('Create a new contract')
+  .requiredOption('--title <title>', 'Contract title')
+  .option('--lead-id <id>', 'Lead ID to link')
+  .option('--contact-id <id>', 'Contact ID to link')
+  .option('--quote-id <id>', 'Quote ID to link')
+  .option('--value <amount>', 'Contract value', parseFloat)
+  .option('--currency <code>', 'Currency code (default: USD)')
+  .option('--start-date <date>', 'Start date (YYYY-MM-DD)')
+  .option('--end-date <date>', 'End date (YYYY-MM-DD)')
+  .option('--document-url <url>', 'Document URL reference')
+  .option('--notes <notes>', 'Notes')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post('/contracts', {
+        title: opts.title,
+        lead_id: opts.leadId,
+        contact_id: opts.contactId,
+        quote_id: opts.quoteId,
+        value: opts.value,
+        currency: opts.currency,
+        start_date: opts.startDate,
+        end_date: opts.endDate,
+        document_url: opts.documentUrl,
+        notes: opts.notes
+      });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('list')
+  .description('List contracts')
+  .option('--status <status>', 'Filter by status (draft/sent/signed/expired/void)')
+  .option('--lead-id <id>', 'Filter by lead ID')
+  .option('--contact-id <id>', 'Filter by contact ID')
+  .option('--quote-id <id>', 'Filter by quote ID')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const params = {};
+      if (opts.status) params.status = opts.status;
+      if (opts.leadId) params.lead_id = opts.leadId;
+      if (opts.contactId) params.contact_id = opts.contactId;
+      if (opts.quoteId) params.quote_id = opts.quoteId;
+      const res = await client.get('/contracts', { params });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('get <id>')
+  .description('Get a contract by ID')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.get(`/contracts/${id}`);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('update <id>')
+  .description('Update contract metadata')
+  .option('--title <title>', 'New title')
+  .option('--value <amount>', 'Contract value', parseFloat)
+  .option('--currency <code>', 'Currency code')
+  .option('--start-date <date>', 'Start date')
+  .option('--end-date <date>', 'End date')
+  .option('--notes <notes>', 'Notes')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const body = {};
+      if (opts.title) body.title = opts.title;
+      if (opts.value !== undefined) body.value = opts.value;
+      if (opts.currency) body.currency = opts.currency;
+      if (opts.startDate) body.start_date = opts.startDate;
+      if (opts.endDate) body.end_date = opts.endDate;
+      if (opts.notes) body.notes = opts.notes;
+      const res = await client.patch(`/contracts/${id}`, body);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('send <id>')
+  .description('Mark a contract as sent')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/contracts/${id}/status`, { status: 'sent' });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('sign <id>')
+  .description('Sign a contract (auto-moves linked lead to closed_won)')
+  .option('--signed-by <name>', 'Name of signatory')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/contracts/${id}/status`, { status: 'signed', signed_by: opts.signedBy });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('void <id>')
+  .description('Void a contract')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.post(`/contracts/${id}/status`, { status: 'void' });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('attach-doc <id>')
+  .description('Attach or update document URL on a contract')
+  .requiredOption('--url <url>', 'Document URL')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.patch(`/contracts/${id}/document`, { document_url: opts.url });
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('delete <id>')
+  .description('Soft-delete a contract')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+
+      const res = await client.delete(`/contracts/${id}`);
+      printJSON(res.data);
+  
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+
+// ============================================================
+// BUDGETS commands — Sprint 5
+// ============================================================
+const budgetsCmd = program.command('budgets').description('Manage sales budgets');
+
+budgetsCmd
+  .command('create')
+  .description('Create a new budget allocation')
+  .requiredOption('--name <name>', 'Budget name')
+  .requiredOption('--amount <amount>', 'Total budget amount', parseFloat)
+  .requiredOption('--period-start <date>', 'Period start date (YYYY-MM-DD)')
+  .requiredOption('--period-end <date>', 'Period end date (YYYY-MM-DD)')
+  .option('--period-type <type>', 'Period type: monthly, quarterly, annual, custom (default: custom)')
+  .option('--currency <code>', 'Currency code (default: USD)')
+  .option('--owner-key <key>', 'API key of budget owner')
+  .option('--tags <tags>', 'Comma-separated tags')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post('/budgets', {
+        name: opts.name,
+        total_amount: opts.amount,
+        period_start: opts.periodStart,
+        period_end: opts.periodEnd,
+        period_type: opts.periodType || 'custom',
+        currency: opts.currency,
+        owner_key: opts.ownerKey,
+        tags: opts.tags ? opts.tags.split(',').map(t => t.trim()) : undefined
+      });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+budgetsCmd
+  .command('list')
+  .description('List budgets with spend summary')
+  .option('--status <status>', 'Filter by status (active/paused/exhausted/archived)')
+  .option('--period-type <type>', 'Filter by period type')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = {};
+      if (opts.status) params.status = opts.status;
+      if (opts.periodType) params.period_type = opts.periodType;
+      const res = await client.get('/budgets', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+budgetsCmd
+  .command('get <id>')
+  .description('Get a budget with line items and spend summary')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/budgets/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+budgetsCmd
+  .command('update <id>')
+  .description('Update budget metadata')
+  .option('--name <name>', 'New name')
+  .option('--amount <amount>', 'New total amount', parseFloat)
+  .option('--status <status>', 'New status (active/paused/exhausted/archived)')
+  .option('--period-start <date>', 'New period start')
+  .option('--period-end <date>', 'New period end')
+  .option('--currency <code>', 'Currency code')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.name) body.name = opts.name;
+      if (opts.amount !== undefined) body.total_amount = opts.amount;
+      if (opts.status) body.status = opts.status;
+      if (opts.periodStart) body.period_start = opts.periodStart;
+      if (opts.periodEnd) body.period_end = opts.periodEnd;
+      if (opts.currency) body.currency = opts.currency;
+      const res = await client.patch(`/budgets/${id}`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+budgetsCmd
+  .command('spend <id>')
+  .description('Log a spend event against a budget')
+  .requiredOption('--description <desc>', 'What was purchased')
+  .requiredOption('--amount <amount>', 'Spend amount', parseFloat)
+  .requiredOption('--date <date>', 'Transaction date (YYYY-MM-DD)')
+  .option('--category <cat>', 'Category: data_enrichment, advertising, events, tools, other (default: other)')
+  .option('--lead-id <id>', 'Link to a lead')
+  .option('--reference <ref>', 'Invoice or order reference')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/budgets/${id}/spend`, {
+        description: opts.description,
+        amount: opts.amount,
+        transaction_date: opts.date,
+        category: opts.category || 'other',
+        lead_id: opts.leadId,
+        reference: opts.reference
+      });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+budgetsCmd
+  .command('line-items <id>')
+  .description('List spend line items for a budget')
+  .option('--category <cat>', 'Filter by category')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = {};
+      if (opts.category) params.category = opts.category;
+      const res = await client.get(`/budgets/${id}/line-items`, { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+budgetsCmd
+  .command('check <id>')
+  .description('Check if a spend amount is approved (APPROVED/INSUFFICIENT_FUNDS)')
+  .requiredOption('--amount <amount>', 'Amount to check', parseFloat)
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/budgets/${id}/check`, { params: { amount: opts.amount } });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// TARGETS commands — Sprint 5
+// ============================================================
+const targetsCmd = program.command('targets').description('Manage sales targets');
+
+targetsCmd
+  .command('create')
+  .description('Create a new sales target')
+  .requiredOption('--name <name>', 'Target name')
+  .requiredOption('--metric <metric>', 'Metric: calls_made, emails_sent, meetings_booked, leads_qualified, revenue_closed, deals_closed, contracts_signed, or any custom')
+  .requiredOption('--goal <value>', 'Goal value', parseFloat)
+  .requiredOption('--period-start <date>', 'Period start date (YYYY-MM-DD)')
+  .requiredOption('--period-end <date>', 'Period end date (YYYY-MM-DD)')
+  .option('--type <type>', 'Target type: activity, revenue, pipeline, conversion (default: activity)')
+  .option('--period-type <type>', 'Period type: daily, weekly, monthly, quarterly, annual (default: monthly)')
+  .option('--unit <unit>', 'Unit label: calls, USD, leads, % (default: count)')
+  .option('--owner-key <key>', 'API key owner of this target')
+  .option('--tags <tags>', 'Comma-separated tags')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post('/targets', {
+        name: opts.name,
+        metric: opts.metric,
+        goal_value: opts.goal,
+        period_start: opts.periodStart,
+        period_end: opts.periodEnd,
+        target_type: opts.type || 'activity',
+        period_type: opts.periodType || 'monthly',
+        unit: opts.unit || 'count',
+        owner_key: opts.ownerKey,
+        tags: opts.tags ? opts.tags.split(',').map(t => t.trim()) : undefined
+      });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+targetsCmd
+  .command('list')
+  .description('List targets with live-computed actuals and status')
+  .option('--status <status>', 'Filter by status: on_track, at_risk, behind, achieved, failed')
+  .option('--type <type>', 'Filter by target_type')
+  .option('--metric <metric>', 'Filter by metric')
+  .option('--owner-key <key>', 'Filter by owner API key')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = {};
+      if (opts.status) params.status = opts.status;
+      if (opts.type) params.target_type = opts.type;
+      if (opts.metric) params.metric = opts.metric;
+      if (opts.ownerKey) params.owner_key = opts.ownerKey;
+      const res = await client.get('/targets', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+targetsCmd
+  .command('get <id>')
+  .description('Get a target with full breakdown: current, remaining, attainment %, days remaining')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/targets/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+targetsCmd
+  .command('update <id>')
+  .description('Update a target')
+  .option('--name <name>', 'New name')
+  .option('--goal <value>', 'New goal value', parseFloat)
+  .option('--period-start <date>', 'New period start')
+  .option('--period-end <date>', 'New period end')
+  .option('--unit <unit>', 'New unit label')
+  .option('--owner-key <key>', 'New owner API key')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.name) body.name = opts.name;
+      if (opts.goal !== undefined) body.goal_value = opts.goal;
+      if (opts.periodStart) body.period_start = opts.periodStart;
+      if (opts.periodEnd) body.period_end = opts.periodEnd;
+      if (opts.unit) body.unit = opts.unit;
+      if (opts.ownerKey) body.owner_key = opts.ownerKey;
+      const res = await client.patch(`/targets/${id}`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+targetsCmd
+  .command('progress <id>')
+  .description('Log manual progress toward a target')
+  .requiredOption('--value <n>', 'Progress value to add', parseFloat)
+  .option('--source <src>', 'Source: manual, auto_calls, auto_emails, auto_meetings, auto_leads (default: manual)')
+  .option('--note <note>', 'Context note')
+  .option('--logged-at <iso>', 'When this progress happened (ISO8601, defaults to now)')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/targets/${id}/progress`, {
+        value: opts.value,
+        source: opts.source || 'manual',
+        note: opts.note,
+        logged_at: opts.loggedAt
+      });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+targetsCmd
+  .command('dashboard')
+  .description('Show all active targets with attainment % and status summary')
+  .option('--owner-key <key>', 'Filter by owner API key')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = {};
+      if (opts.ownerKey) params.owner_key = opts.ownerKey;
+      const res = await client.get('/targets/dashboard', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// PERFORMANCE REPORT command — Sprint 5
+// ============================================================
+program
+  .command('performance')
+  .description('Combined performance report: all targets + budgets in one JSON response')
+  .option('--period-start <date>', 'Filter from date (YYYY-MM-DD)')
+  .option('--period-end <date>', 'Filter to date (YYYY-MM-DD)')
+  .option('--owner-key <key>', 'Filter by owner API key')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = {};
+      if (opts.periodStart) params.period_start = opts.periodStart;
+      if (opts.periodEnd) params.period_end = opts.periodEnd;
+      if (opts.ownerKey) params.owner_key = opts.ownerKey;
+      const res = await client.get('/performance', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
 program.parse(process.argv);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "2.1.0",
+  "version": "2.3.2",
   "description": "AI-first CRM CLI \u2014 manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {