@startanaicompany/crm 2.13.1 → 2.15.0

package/index.js

@@ -1020,6 +1020,194 @@ 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}> — ${l.status}`));
+    } catch (err) { handleError(err); }
+  });
+
+// Sprint 52 T2: leads escalate + leads unassign
+leadsCmd
+  .command('escalate <lead-id>')
+  .description('Manually escalate a lead — sets escalated=true and fires lead.escalated webhook (Sprint 52 T2)')
+  .option('--reason <text>', 'Reason for escalation')
+  .option('--to <agent>', 'Reassign to this agent/user on escalation')
+  .action(async (leadId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.reason) body.reason = opts.reason;
+      if (opts.to) body.to = opts.to;
+      const res = await client.post(`/leads/${leadId}/escalate`, body);
+      console.log(`Lead ${leadId} escalated.`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+leadsCmd
+  .command('unassign <lead-id>')
+  .description('Remove assignment from a lead (sets assigned_to to null) (Sprint 52 T2)')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.patch(`/leads/${leadId}`, { assigned_to: null });
+      console.log(`Lead ${leadId} unassigned.`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+// Sprint 51 T3: leads export / leads import
+leadsCmd
+  .command('export')
+  .description('Export leads to CSV or JSON (Sprint 51 T3)')
+  .option('--format <format>', 'Output format: csv or json', 'csv')
+  .option('--output <file>', 'Save to this file (default: leads-export.<ext>)')
+  .option('--status <status>', 'Filter by status')
+  .option('--pipeline-stage <stage>', 'Filter by pipeline stage')
+  .option('--assigned-to <agent>', 'Filter by assigned agent')
+  .option('--q <term>', 'Search term')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const fmt = opts.format === 'json' ? 'json' : 'csv';
+      const params = { format: fmt };
+      if (opts.status) params.status = opts.status;
+      if (opts.pipelineStage) params.pipeline_stage = opts.pipelineStage;
+      if (opts.assignedTo) params.assigned_to = opts.assignedTo;
+      if (opts.q) params.q = opts.q;
+      const res = await client.get('/leads/export', { params, responseType: fmt === 'json' ? 'text' : 'text' });
+      const outFile = opts.output || `leads-export.${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
 // ============================================================
@@ -1031,11 +1219,14 @@ const contactsCmd = program
 contactsCmd
   .command('create')
   .description('Create a new contact')
-  .requiredOption('--first-name <name>', 'First name')
+  .option('--name <name>', 'Full name (alias for --first-name)')
+  .option('--first-name <name>', 'First name')
   .option('--last-name <name>', 'Last name')
-  .option('--email <email>', 'Email address (unique)')
+  .requiredOption('--email <email>', 'Email address (unique)')
   .option('--phone <phone>', 'Phone number')
-  .option('--company <company>', 'Company name')
+  .option('--company <company>', 'Company name (text)')
+  .option('--company-id <uuid>', 'Company UUID (links to companies table)')
+  .option('--lead-id <uuid>', 'Lead UUID to link to this contact on creation')
   .option('--title <title>', 'Job title')
   .option('--tags <tags>', 'Comma-separated tags')
   .option('--do-not-contact', 'Mark as do not contact')
@@ -1047,11 +1238,14 @@ contactsCmd
     const client = getClient(globalOpts, agentName);
     try {
       const body = {
-        first_name: opts.firstName,
+        name: opts.name || opts.firstName,
+        first_name: opts.firstName || opts.name,
         last_name: opts.lastName,
         email: opts.email,
         phone: opts.phone,
         company: opts.company,
+        company_id: opts.companyId,
+        lead_id: opts.leadId,
         title: opts.title,
         notes: opts.notes,
         do_not_contact: opts.doNotContact === true,
@@ -1068,8 +1262,10 @@ contactsCmd
   .command('list')
   .description('List contacts')
   .option('--email <email>', 'Filter by email (partial match)')
-  .option('--company <company>', 'Filter by company (partial match)')
+  .option('--company <company>', 'Filter by company name (partial match)')
+  .option('--company-id <uuid>', 'Filter by company UUID')
   .option('--tag <tag>', 'Filter by tag')
+  .option('--limit <n>', 'Max results per page (default 20)')
   .option('--page <n>', 'Page number', '1')
   .option('--per-page <n>', 'Results per page', '20')
   .action(async (opts) => {
@@ -1077,8 +1273,10 @@ contactsCmd
     const client = getClient(globalOpts);
     try {
       const params = { page: opts.page, per_page: opts.perPage };
+      if (opts.limit) params.limit = opts.limit;
       if (opts.email) params.email = opts.email;
       if (opts.company) params.company = opts.company;
+      if (opts.companyId) params.company_id = opts.companyId;
       if (opts.tag) params.tag = opts.tag;
       const res = await client.get('/contacts', { params });
       printJSON(res.data);
@@ -1104,11 +1302,13 @@ contactsCmd
 contactsCmd
   .command('update <id>')
   .description('Update a contact')
+  .option('--name <name>', 'Full name (alias for --first-name)')
   .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('--company <company>', 'Company name (text)')
+  .option('--company-id <uuid>', 'Company UUID (links to companies table)')
   .option('--title <title>', 'Job title')
   .option('--role <role>', 'Role: champion|economic_buyer|technical_buyer|gatekeeper|influencer|end_user')
   .option('--tags <tags>', 'Comma-separated tags')
@@ -1118,11 +1318,13 @@ contactsCmd
     const client = getClient(globalOpts);
     try {
       const body = {};
+      if (opts.name !== undefined) body.name = opts.name;
       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.companyId !== undefined) body.company_id = opts.companyId;
       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());
@@ -3286,4 +3488,81 @@ gdprCmd
     }
   });
 
+// ============================================================
+// REPORTS COMMANDS — Sprint 52 T3
+// ============================================================
+const reportsCmd = program.command('reports').description('Manage and run saved CRM reports (Sprint 52 T3)');
+
+reportsCmd
+  .command('list')
+  .description('List all saved reports')
+  .action(async () => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get('/reports');
+      const reports = res.data.data || res.data;
+      if (!reports || reports.length === 0) { console.log('No reports found.'); return; }
+      reports.forEach(r => console.log(`[${r.id}] ${r.name} — type: ${r.dimension}/${r.metric}, period: ${r.period}`));
+    } catch (err) { handleError(err); }
+  });
+
+reportsCmd
+  .command('create')
+  .description('Create and save a report definition')
+  .requiredOption('--name <name>', 'Report name')
+  .option('--type <type>', 'Report type: leads (count by stage) | pipeline (deal value by pipeline) | revenue (deal value by stage)', 'leads')
+  .option('--period <period>', 'Time period: 7d | 30d | 90d | 365d | all', '30d')
+  .option('--filter-status <status>', 'Filter leads by status')
+  .option('--filter-stage <stage>', 'Filter leads by pipeline stage')
+  .option('--chart-type <type>', 'Chart type: bar | line | pie | table', 'bar')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {
+        name: opts.name,
+        type: opts.type,
+        period: opts.period,
+        chart_type: opts.chartType,
+      };
+      if (opts.filterStatus) body.filter_status = opts.filterStatus;
+      if (opts.filterStage) body.filter_stage = opts.filterStage;
+      const res = await client.post('/reports', body);
+      const r = res.data.data || res.data;
+      console.log(`Report created: [${r.id}] ${r.name}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+reportsCmd
+  .command('run <report-id>')
+  .description('Run a saved report and display or save results')
+  .option('--output <file>', 'Save results to this JSON file')
+  .action(async (reportId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/reports/${reportId}/run`);
+      if (opts.output) {
+        fs.writeFileSync(opts.output, JSON.stringify(res.data, null, 2));
+        console.log(`Report results saved to ${opts.output}`);
+      } else {
+        printJSON(res.data);
+      }
+    } catch (err) { handleError(err); }
+  });
+
+reportsCmd
+  .command('delete <report-id>')
+  .description('Delete a saved report')
+  .action(async (reportId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      await client.delete(`/reports/${reportId}`);
+      console.log(`Report ${reportId} deleted.`);
+    } catch (err) { handleError(err); }
+  });
+
 program.parse(process.argv);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "2.13.1",
+  "version": "2.15.0",
   "description": "AI-first CRM CLI — manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {