@startanaicompany/crm 2.15.0 → 2.17.0

package/index.js

@@ -580,21 +580,40 @@ leadsCmd
   });
 
 leadsCmd
-  .command('score')
-  .description('Set lead score (0-100). Conventions: 0-19 Cold, 20-39 Warm, 40-59 Developing, 60-79 Qualified, 80-100 Hot')
-  .requiredOption('--id <uuid>', 'Lead UUID')
-  .requiredOption('--score <n>', 'Score value (0-100 integer)')
-  .option('--reason <text>', 'Score reason/explanation')
-  .action(async (opts) => {
+  .command('score <lead-id>')
+  .description('Get or set lead score. Without --set shows current score + history. Score conventions: 0-19 Cold, 20-39 Warm, 40-59 Developing, 60-79 Qualified, 80-100 Hot (Sprint 53 T1)')
+  .option('--set <n>', 'Set score to this value (0-100 integer)')
+  .option('--reason <text>', 'Score reason/explanation (used with --set)')
+  .action(async (leadId, opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
-    const body = {
-      score: parseInt(opts.score),
-      ...(opts.reason && { score_reason: opts.reason })
-    };
     try {
-      const res = await client.patch(`/leads/${opts.id}/score`, body);
-      printJSON(res.data);
+      if (opts.set !== undefined) {
+        // SET mode: PATCH /leads/:id/score
+        const body = { score: parseInt(opts.set) };
+        if (opts.reason) body.score_reason = opts.reason;
+        const res = await client.patch(`/leads/${leadId}/score`, body);
+        const d = res.data.data;
+        console.log(`Score set to ${d.score}${d.score_reason ? ' — ' + d.score_reason : ''}`);
+        printJSON(res.data);
+      } else {
+        // GET mode: show current score + history
+        const [leadRes, histRes] = await Promise.all([
+          client.get(`/leads/${leadId}`),
+          client.get(`/leads/${leadId}/score-history`),
+        ]);
+        const lead = leadRes.data.data;
+        // Bug 00d0c981: score-history returns { history: [], total: N } not a bare array
+        const history = histRes.data.data?.history || histRes.data.data || [];
+        const label = lead.score >= 80 ? 'Hot' : lead.score >= 60 ? 'Qualified' : lead.score >= 40 ? 'Developing' : lead.score >= 20 ? 'Warm' : 'Cold';
+        console.log(`\nLead: ${lead.name} <${lead.email}>`);
+        console.log(`Current Score: ${lead.score ?? 'N/A'} (${label})`);
+        if (lead.score_reason) console.log(`Reason: ${lead.score_reason}`);
+        if (history.length > 0) {
+          console.log(`\nScore History (${history.length} entries):`);
+          history.slice(0, 10).forEach(h => console.log(`  ${new Date(h.changed_at).toLocaleString()} — ${h.previous_score ?? '?'} → ${h.new_score} (${h.changed_by || 'system'})`));
+        }
+      }
     } catch (err) {
       handleError(err);
     }
@@ -708,13 +727,16 @@ leadsCmd
   });
 
 leadsCmd
-  .command('assign <id> <agent>')
-  .description('Assign a lead to an agent (fires lead.assigned webhook) — S18-2')
-  .action(async (id, agent) => {
+  .command('assign <id> [agent]')
+  .description('Assign a lead to an agent (fires lead.assigned webhook) — S18-2. Use positional [agent] or --to <agent>.')
+  .option('--to <agent>', 'Agent/user to assign to (alias for positional agent arg)')
+  .action(async (id, agent, opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
+    const assignTo = agent || opts.to;
+    if (!assignTo) { console.error('Error: specify agent as positional arg or --to <agent>'); process.exit(1); }
     try {
-      const res = await client.patch(`/leads/${id}/assign`, { assigned_to: agent });
+      const res = await client.patch(`/leads/${id}/assign`, { assigned_to: assignTo });
       console.log(`Lead assigned to: ${res.data.data.assigned_to}`);
       printJSON(res.data);
     } catch (err) {
@@ -770,27 +792,67 @@ leadsCmd
     }
   });
 
-// leads search <term> — S19-1
+// Sprint 53 T1: leads stage — get or set pipeline stage
 leadsCmd
-  .command('search <term>')
-  .description('Search leads by name, email, company, or notes')
-  .action(async (term) => {
+  .command('stage <lead-id>')
+  .description('Get current pipeline stage or move lead to a new stage (Sprint 53 T1)')
+  .option('--to <stage>', 'Move lead to this pipeline stage name')
+  .action(async (leadId, opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
     try {
-      const res = await client.get('/leads', { params: { q: term, per_page: 50 } });
+      if (opts.to) {
+        // Bug 6d850c25: use PATCH /leads/:id/stage with { stage } not /leads/:id with { pipeline_stage }
+        const res = await client.patch(`/leads/${leadId}/stage`, { stage: opts.to });
+        const d = res.data.data;
+        console.log(`Stage set to: ${d.pipeline_stage}`);
+        printJSON(res.data);
+      } else {
+        // GET mode: show current stage
+        const leadRes = await client.get(`/leads/${leadId}`);
+        const lead = leadRes.data.data;
+        console.log(`\nLead: ${lead.name} <${lead.email}>`);
+        console.log(`Current Stage: ${lead.pipeline_stage || 'N/A'}`);
+        if (lead.pipeline_id) {
+          try {
+            const pipeRes = await client.get(`/pipelines/${lead.pipeline_id}/stages`);
+            const stages = pipeRes.data.data || [];
+            if (stages.length > 0) {
+              console.log(`Available stages: ${stages.map(s => s.name).join(' → ')}`);
+            }
+          } catch (_) { /* pipeline stages not critical */ }
+        }
+      }
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// leads search <term> — S19-1 / Sprint 53 T3: added --q flag alias
+leadsCmd
+  .command('search [term]')
+  .description('Search leads by name, email, company, or notes. Use positional term or --q flag.')
+  .option('--q <keyword>', 'Search keyword (alias for positional term)')
+  .option('--fields <fields>', 'Comma-separated fields to display (e.g. name,email,company)')
+  .option('--limit <n>', 'Max results', '50')
+  .action(async (term, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    const query = term || opts.q;
+    if (!query) { console.error('Error: provide a search term (positional or --q)'); process.exit(1); }
+    try {
+      const res = await client.get('/leads', { params: { q: query, per_page: parseInt(opts.limit) } });
       const leads = res.data.data || [];
       if (leads.length === 0) {
-        console.log('No leads found matching: ' + term);
+        console.log('No leads found matching: ' + query);
         return;
       }
-      const rows = leads.map(l => ({
-        id: l.id,
-        name: l.name,
-        email: l.email,
-        company: l.company || '—',
-        status: l.status
-      }));
+      const fields = opts.fields ? opts.fields.split(',').map(f => f.trim()) : ['id', 'name', 'email', 'company', 'status'];
+      const rows = leads.map(l => {
+        const row = {};
+        fields.forEach(f => { row[f] = l[f] ?? '—'; });
+        return row;
+      });
       console.table(rows);
     } catch (err) {
       handleError(err);
@@ -1120,6 +1182,149 @@ leadsCmd
     } catch (err) { handleError(err); }
   });
 
+// Sprint 53 T3: leads due — follow-up due/overdue list
+leadsCmd
+  .command('due')
+  .description('List leads with upcoming or overdue follow-ups (Sprint 53 T3)')
+  .option('--today', 'Leads with follow-up scheduled for today')
+  .option('--overdue', 'Leads with overdue follow-ups (follow_up_at < now)')
+  .option('--assigned-to-me', 'Filter to leads assigned to the current API key name')
+  .option('--limit <n>', 'Max results', '50')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { per_page: parseInt(opts.limit) };
+      if (opts.overdue) params.follow_up_overdue = 'true';
+      if (opts.today) params.follow_up_today = 'true';
+      if (!opts.overdue && !opts.today) {
+        // default: both overdue + today
+        params.follow_up_overdue = 'true';
+      }
+      const res = await client.get('/leads', { params });
+      const leads = res.data.data || [];
+      if (leads.length === 0) { console.log('No leads with due/overdue follow-ups.'); return; }
+      leads.forEach(l => {
+        const fu = l.follow_up_at ? new Date(l.follow_up_at).toLocaleString() : 'N/A';
+        const overdue = l.follow_up_at && new Date(l.follow_up_at) < new Date() ? ' ⚠️ OVERDUE' : '';
+        console.log(`[${l.id}] ${l.name} <${l.email}> — follow_up: ${fu}${overdue} (${l.assigned_to || 'unassigned'})`);
+      });
+    } catch (err) { handleError(err); }
+  });
+
+// Sprint 54 T1: leads merge — merge secondary lead into primary
+leadsCmd
+  .command('merge <primary-id> <secondary-id>')
+  .description('Merge secondary lead into primary lead (Sprint 54 T1). Use --dry-run to preview without committing.')
+  .option('--dry-run', 'Preview what would be merged without committing changes', false)
+  .action(async (primaryId, secondaryId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      if (opts.dryRun) {
+        // Dry-run: fetch both leads and show diff without calling merge
+        const [primaryRes, secondaryRes] = await Promise.all([
+          client.get(`/leads/${primaryId}`),
+          client.get(`/leads/${secondaryId}`),
+        ]);
+        const primary = primaryRes.data.data;
+        const secondary = secondaryRes.data.data;
+        console.log('\n[DRY RUN] Merge preview:');
+        console.log(`  Primary  : [${primary.id}] ${primary.name} <${primary.email}> — ${primary.status}`);
+        console.log(`  Secondary: [${secondary.id}] ${secondary.name} <${secondary.email}> — ${secondary.status}`);
+        console.log('\n  What would happen:');
+        console.log(`  - Notes, communications, and audit history from secondary copied to primary`);
+        console.log(`  - Secondary lead soft-deleted (status → merged)`);
+        console.log(`  - Primary lead retained with merged data`);
+        if (secondary.tags && secondary.tags.length > 0) {
+          console.log(`  - Tags from secondary that will be merged: ${secondary.tags.join(', ')}`);
+        }
+        console.log('\n  Run without --dry-run to commit the merge.');
+      } else {
+        const res = await client.post(`/leads/${primaryId}/merge`, { merge_into: secondaryId });
+        console.log(`Merged lead ${secondaryId} into ${primaryId}.`);
+        printJSON(res.data);
+      }
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// Sprint 54 T1: leads bulk-update --ids — ID-based bulk status update (distinct from filter-based bulk-update)
+leadsCmd
+  .command('bulk-update-ids')
+  .description('Bulk update status for specific leads by ID list (Sprint 54 T1). Up to 100 leads per call.')
+  .requiredOption('--ids <ids>', 'Comma-separated lead IDs to update')
+  .requiredOption('--status <status>', 'New status: new|contacted|qualified|unresponsive|converted|lost')
+  .option('--close-reason <reason>', 'Close reason (required when --status lost)')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    const ids = opts.ids.split(',').map(s => s.trim()).filter(Boolean);
+    if (ids.length === 0) { console.error('Error: --ids requires at least one ID'); process.exit(1); }
+    const updates = { status: opts.status };
+    if (opts.closeReason) updates.close_reason = opts.closeReason;
+    try {
+      const res = await client.patch('/leads/bulk', { ids, updates });
+      const d = res.data.data || {};
+      console.log(`Updated: ${d.updated !== undefined ? d.updated : ids.length} lead(s).`);
+      if (d.failed && d.failed.length > 0) {
+        console.log(`Failed IDs: ${d.failed.join(', ')}`);
+      }
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// Sprint 54 T1: leads bulk-tag — add a tag to multiple leads by ID
+leadsCmd
+  .command('bulk-tag')
+  .description('Add a tag to multiple leads by ID list (Sprint 54 T1). Up to 100 leads per call.')
+  .requiredOption('--tag <tag>', 'Tag to add to each lead')
+  .requiredOption('--ids <ids>', 'Comma-separated lead IDs')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    const ids = opts.ids.split(',').map(s => s.trim()).filter(Boolean);
+    if (ids.length === 0) { console.error('Error: --ids requires at least one ID'); process.exit(1); }
+    try {
+      const res = await client.patch('/leads/bulk', { ids, updates: { tags: [opts.tag] } });
+      const d = res.data.data || {};
+      console.log(`Tagged ${d.updated !== undefined ? d.updated : ids.length} lead(s) with "${opts.tag}".`);
+      if (d.failed && d.failed.length > 0) {
+        console.log(`Failed IDs: ${d.failed.join(', ')}`);
+      }
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// Sprint 54 T1: leads bulk-assign — reassign multiple leads to an agent by ID
+leadsCmd
+  .command('bulk-assign')
+  .description('Bulk reassign leads to an agent by ID list (Sprint 54 T1). Up to 100 leads per call.')
+  .requiredOption('--to <agent>', 'Agent/user to assign leads to')
+  .requiredOption('--ids <ids>', 'Comma-separated lead IDs')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    const ids = opts.ids.split(',').map(s => s.trim()).filter(Boolean);
+    if (ids.length === 0) { console.error('Error: --ids requires at least one ID'); process.exit(1); }
+    try {
+      const res = await client.patch('/leads/bulk', { ids, updates: { assigned_to: opts.to } });
+      const d = res.data.data || {};
+      console.log(`Assigned ${d.updated !== undefined ? d.updated : ids.length} lead(s) to "${opts.to}".`);
+      if (d.failed && d.failed.length > 0) {
+        console.log(`Failed IDs: ${d.failed.join(', ')}`);
+      }
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
 // Sprint 52 T2: leads escalate + leads unassign
 leadsCmd
   .command('escalate <lead-id>')
@@ -3088,6 +3293,59 @@ webhooksCmd
     }
   });
 
+// Sprint 53 T2: webhooks test / logs / retry
+webhooksCmd
+  .command('test <webhook-id>')
+  .description('Send a test payload to a webhook and check delivery (Sprint 53 T2)')
+  .action(async (webhookId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/webhooks/${webhookId}/test`);
+      const d = res.data.data;
+      console.log(`Test queued — event: ${d.event}, webhook_id: ${d.webhook_id}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+webhooksCmd
+  .command('logs <webhook-id>')
+  .description('View webhook delivery history (Sprint 53 T2)')
+  .option('--limit <n>', 'Max results (default 20)', '20')
+  .option('--status <status>', 'Filter by status: success or failed')
+  .action(async (webhookId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { limit: parseInt(opts.limit) };
+      if (opts.status) params.status = opts.status;
+      const res = await client.get(`/webhooks/${webhookId}/deliveries`, { params });
+      const deliveries = res.data.data || [];
+      if (deliveries.length === 0) { console.log('No delivery logs found.'); return; }
+      deliveries.forEach(d => {
+        const icon = d.success ? '✅' : '❌';
+        const retry = d.next_retry_at ? ` | retry: ${new Date(d.next_retry_at).toLocaleString()}` : '';
+        console.log(`${icon} [${d.id}] ${d.event} — HTTP ${d.status_code || '?'} at ${new Date(d.attempted_at).toLocaleString()}${retry}`);
+        if (!d.success && d.error_message) console.log(`   Error: ${d.error_message}`);
+      });
+      const p = res.data.pagination;
+      if (p) console.log(`\nShowing ${deliveries.length} of ${p.total} total deliveries.`);
+    } catch (err) { handleError(err); }
+  });
+
+webhooksCmd
+  .command('retry <webhook-id> <delivery-id>')
+  .description('Retry a failed webhook delivery (Sprint 53 T2)')
+  .action(async (webhookId, deliveryId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/webhooks/${webhookId}/deliveries/${deliveryId}/retry`);
+      console.log(`Retry queued for delivery ${deliveryId}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
 // ── stages ──────────────────────────────────────────────────────────
 const stagesCmd = program.command('stages').description('Manage pipeline stages (admin)');
 
@@ -3427,6 +3685,139 @@ sequencesCmd
     } catch (err) { handleError(err); }
   });
 
+// Sprint 54 T3: sequences stats <sequenceId>
+sequencesCmd
+  .command('stats <sequenceId>')
+  .description('Get enrollment stats for a sequence (Sprint 54 T3)')
+  .action(async (sequenceId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/sequences/${sequenceId}/stats`);
+      const d = res.data.data || {};
+      console.log(`\nSequence: ${d.sequence_name} [${d.sequence_id}]`);
+      console.log(`Active: ${d.active ? 'yes' : 'no'}  Steps: ${d.step_count}`);
+      console.log(`Total enrolled: ${d.total_enrolled}`);
+      if (d.by_status) {
+        console.log(`  active:       ${d.by_status.active}`);
+        console.log(`  completed:    ${d.by_status.completed}`);
+        console.log(`  unsubscribed: ${d.by_status.unsubscribed}`);
+        console.log(`  paused:       ${d.by_status.paused}`);
+        console.log(`  failed:       ${d.by_status.failed}`);
+      }
+      if (d.first_enrollment) console.log(`First enrollment: ${new Date(d.first_enrollment).toLocaleString()}`);
+      if (d.last_enrollment) console.log(`Last enrollment:  ${new Date(d.last_enrollment).toLocaleString()}`);
+    } catch (err) { handleError(err); }
+  });
+
+// Sprint 54 T3: leads sequences <lead-id>
+leadsCmd
+  .command('sequences <lead-id>')
+  .description('List sequences a lead is enrolled in (Sprint 54 T3)')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/leads/${leadId}/sequences`);
+      const enrollments = res.data.data || res.data || [];
+      if (enrollments.length === 0) { console.log('Lead is not enrolled in any sequences.'); return; }
+      enrollments.forEach(e => {
+        const step = e.current_step || 'N/A';
+        const next = e.next_send_at ? new Date(e.next_send_at).toLocaleString() : 'N/A';
+        console.log(`[${e.sequence_id}] ${e.sequence_name} — status: ${e.status}, step: ${step}, next: ${next}`);
+      });
+    } catch (err) { handleError(err); }
+  });
+
+// ============================================================
+// FORMS COMMANDS — Sprint 54 T2
+// ============================================================
+const formsCmd = program.command('forms').description('Manage lead capture forms (Sprint 54 T2)');
+
+formsCmd
+  .command('list')
+  .description('List all forms in the workspace')
+  .action(async () => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get('/apikey/forms');
+      const forms = res.data.data || res.data || [];
+      if (forms.length === 0) { console.log('No forms found.'); return; }
+      forms.forEach(f => {
+        console.log(`[${f.id}] ${f.name} — submissions: ${f.submission_count || 0} — created: ${new Date(f.created_at).toLocaleDateString()}`);
+      });
+    } catch (err) { handleError(err); }
+  });
+
+formsCmd
+  .command('get <form-id>')
+  .description('Get form details by ID')
+  .action(async (formId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/apikey/forms/${formId}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+formsCmd
+  .command('create')
+  .description('Create a new lead capture form')
+  .requiredOption('--name <name>', 'Form name')
+  .option('--success-message <msg>', 'Message shown after submission', 'Thank you! We will be in touch.')
+  .option('--redirect-url <url>', 'Redirect URL after submission')
+  .option('--fields <json>', 'JSON array of field definitions (e.g. \'[{"key":"email","label":"Email","type":"email","required":true}]\')')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    let fields = [];
+    if (opts.fields) {
+      try { fields = JSON.parse(opts.fields); } catch (e) { console.error('Error: --fields must be valid JSON array'); process.exit(1); }
+    }
+    try {
+      const body = { name: opts.name, fields, success_message: opts.successMessage };
+      if (opts.redirectUrl) body.redirect_url = opts.redirectUrl;
+      const res = await client.post('/apikey/forms', body);
+      console.log(`Form created: ${res.data.data?.id || res.data?.id}`);
+      printJSON(res.data);
+    } catch (err) { handleError(err); }
+  });
+
+formsCmd
+  .command('submissions <form-id>')
+  .description('List submissions for a form')
+  .option('--limit <n>', 'Max results', '50')
+  .option('--offset <n>', 'Pagination offset', '0')
+  .action(async (formId, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/apikey/forms/${formId}/submissions`, { params: { limit: opts.limit, offset: opts.offset } });
+      const d = res.data.data || {};
+      const subs = d.data || [];
+      if (subs.length === 0) { console.log('No submissions found.'); return; }
+      console.log(`Total: ${d.total || subs.length}`);
+      subs.forEach(s => {
+        const when = s.submitted_at ? new Date(s.submitted_at).toLocaleString() : 'N/A';
+        console.log(`[${s.id}] ${s.lead_name || 'Unknown'} <${s.lead_email || ''}> — ${when}`);
+      });
+    } catch (err) { handleError(err); }
+  });
+
+formsCmd
+  .command('delete <form-id>')
+  .description('Delete a form by ID')
+  .action(async (formId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      await client.delete(`/apikey/forms/${formId}`);
+      console.log(`Form ${formId} deleted.`);
+    } catch (err) { handleError(err); }
+  });
+
 // ============================================================
 // GDPR COMMANDS — Sprint 50 T2
 // ============================================================

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "2.15.0",
+  "version": "2.17.0",
   "description": "AI-first CRM CLI — manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {