@startanaicompany/crm 2.13.1 → 2.14.0

package/index.js

@@ -1020,6 +1020,162 @@ program
     }
   });
 
+// Sprint 51 T1: leads notes subcommands
+const leadsNotesCmd = leadsCmd.command('notes').description('Manage notes on a lead (Sprint 51 T1)');
+
+leadsNotesCmd
+  .command('add <lead-id>')
+  .description('Add a note to a lead')
+  .requiredOption('--body <text>', 'Note body text')
+  .option('--mention <agent>', 'Agent name to @mention (repeatable)', (v, prev) => prev.concat([v]), [])
+  .option('--type <type>', 'Note type: general|call_summary|email_summary|qualification_note|action_taken|handoff', 'general')
+  .option('--pin', 'Pin note to top', false)
+  .action(async (leadId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/leads/${leadId}/notes`, {
+        content: opts.body,
+        mentions: opts.mention.length > 0 ? opts.mention : undefined,
+        note_type: opts.type,
+        is_pinned: opts.pin || undefined,
+      });
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+leadsNotesCmd
+  .command('list <lead-id>')
+  .description('List all notes for a lead (pinned first, then reverse-chron)')
+  .option('--limit <n>', 'Max results (server returns all by default)')
+  .action(async (leadId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = {};
+      if (opts.limit) params.limit = parseInt(opts.limit);
+      const res = await client.get(`/leads/${leadId}/notes`, { params });
+      const notes = res.data.data || [];
+      if (notes.length === 0) { console.log('No notes found.'); return; }
+      notes.forEach(n => {
+        const pin = n.is_pinned ? ' 📌' : '';
+        const mentions = n.mentions && n.mentions.length > 0 ? ` [@${n.mentions.join(', @')}]` : '';
+        console.log(`[${n.id}]${pin} ${n.note_type} — ${new Date(n.created_at).toLocaleString()} by ${n.created_by || 'unknown'}`);
+        console.log(`  ${n.content}${mentions}`);
+      });
+    } catch (err) { handleError(err); }
+  });
+
+leadsNotesCmd
+  .command('get <lead-id> <note-id>')
+  .description('Get a single note by ID')
+  .action(async (leadId, noteId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/leads/${leadId}/notes/${noteId}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+// Sprint 51 T2: leads watch / unwatch / watched
+leadsCmd
+  .command('watch <lead-id>')
+  .description('Watch a lead — receive lead.watched_change webhook events (Sprint 51 T2)')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/leads/${leadId}/watch`);
+      console.log(`Watching lead ${leadId}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+leadsCmd
+  .command('unwatch <lead-id>')
+  .description('Stop watching a lead (Sprint 51 T2)')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.delete(`/leads/${leadId}/watch`);
+      console.log(`Unwatched lead ${leadId}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+leadsCmd
+  .command('watched')
+  .description('List all leads currently watched by this API key (Sprint 51 T2)')
+  .option('--limit <n>', 'Max results (default 50)', '50')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get('/leads/watched', { params: { limit: parseInt(opts.limit) } });
+      const leads = res.data.data || res.data;
+      if (!leads || leads.length === 0) { console.log('No watched leads.'); return; }
+      leads.forEach(l => console.log(`[${l.id}] ${l.name} <${l.email}> — ${l.status}`));
+    } catch (err) { handleError(err); }
+  });
+
+// Sprint 51 T3: leads export / leads import
+leadsCmd
+  .command('export')
+  .description('Export leads to CSV or JSON (Sprint 51 T3)')
+  .option('--format <format>', 'Output format: csv or json', 'csv')
+  .option('--output <file>', 'Save to this file (default: leads-export.<ext>)')
+  .option('--status <status>', 'Filter by status')
+  .option('--pipeline-stage <stage>', 'Filter by pipeline stage')
+  .option('--assigned-to <agent>', 'Filter by assigned agent')
+  .option('--q <term>', 'Search term')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const fmt = opts.format === 'json' ? 'json' : 'csv';
+      const params = { format: fmt };
+      if (opts.status) params.status = opts.status;
+      if (opts.pipelineStage) params.pipeline_stage = opts.pipelineStage;
+      if (opts.assignedTo) params.assigned_to = opts.assignedTo;
+      if (opts.q) params.q = opts.q;
+      const res = await client.get('/leads/export', { params, responseType: fmt === 'json' ? 'text' : 'text' });
+      const outFile = opts.output || `leads-export.${fmt}`;
+      fs.writeFileSync(outFile, res.data);
+      console.log(`Exported ${outFile}`);
+    } catch (err) { handleError(err); }
+  });
+
+leadsCmd
+  .command('import')
+  .description('Import leads from CSV file (Sprint 51 T3). Required columns: name, email. Optional: phone, company, status, deal_value, tags (semicolon-separated).')
+  .requiredOption('--file <path>', 'Path to CSV file')
+  .option('--dry-run', 'Validate without writing to database', false)
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const csvData = fs.readFileSync(opts.file, 'utf8');
+      const params = {};
+      if (opts.dryRun) params.dry_run = 'true';
+      const res = await client.post('/leads/import', csvData, {
+        params,
+        headers: { 'Content-Type': 'text/csv' },
+      });
+      const d = res.data.data;
+      if (opts.dryRun) {
+        console.log(`Dry-run: ${d.imported} rows would import, ${d.failed.length} errors.`);
+      } else {
+        console.log(`Imported: ${d.imported} leads. Errors: ${d.failed.length}`);
+      }
+      if (d.failed.length > 0) {
+        console.log('Errors:');
+        d.failed.forEach(f => console.log(`  Row ${f.row}: ${f.reason}`));
+      }
+    } catch (err) { handleError(err); }
+  });
+
 // ============================================================
 // CONTACTS
 // ============================================================

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "2.13.1",
+  "version": "2.14.0",
   "description": "AI-first CRM CLI — manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {