@startanaicompany/crm 2.3.1 → 2.4.0

package/index.js

@@ -96,10 +96,12 @@ function promptSecret(question) {
 
 const program = new Command();
 
+const { version: pkgVersion } = require('./package.json');
+
 program
   .name('saac_crm')
   .description('AI-first CRM CLI — manage leads and API keys')
-  .version('2.3.0')
+  .version(pkgVersion)
   .option('--api-key <key>', 'API key (overrides SAAC_CRM_API_KEY env and config)')
   .option('--url <url>', 'API base URL (overrides config)');
 
@@ -298,6 +300,8 @@ 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 +319,8 @@ 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 +400,7 @@ 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 +416,7 @@ 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 +692,7 @@ 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 +706,7 @@ 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);
@@ -887,7 +897,7 @@ 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();
@@ -1012,6 +1022,7 @@ 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);
@@ -1024,6 +1035,7 @@ 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) {
@@ -1496,16 +1508,158 @@ contractsCmd
 
 contractsCmd
   .command('sign <id>')
-  .description('Sign a contract (auto-moves linked lead to closed_won)')
-  .option('--signed-by <name>', 'Name of signatory')
+  .description('Mark a specific signatory as signed (use --contact-id for multi-signatory; falls back to whole-contract sign if omitted)')
+  .option('--contact-id <uuid>', 'Contact UUID of the signatory to mark as signed')
+  .option('--method <method>', 'Signature method: electronic, wet_signature, docusign, hellosign, other')
+  .option('--signed-at <datetime>', 'ISO8601 timestamp of signing (defaults to now)')
+  .option('--signed-by <name>', 'Legacy: name of signatory (used when no --contact-id)')
   .action(async (id, opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
     try {
+      if (opts.contactId) {
+        // Sprint 8: per-signatory sign via PATCH /contracts/:id/signatories/:signatory_id
+        // First find the signatory record for this contact
+        const listRes = await client.get(`/contracts/${id}/signatories`);
+        const signatories = listRes.data.data.signatories || [];
+        const sig = signatories.find(s => s.contact_id === opts.contactId);
+        if (!sig) {
+          console.error(`No signatory found for contact ${opts.contactId} on contract ${id}`);
+          process.exit(1);
+        }
+        const res = await client.patch(`/contracts/${id}/signatories/${sig.id}`, {
+          status: 'signed',
+          signature_method: opts.method || 'electronic',
+          signed_at: opts.signedAt || new Date().toISOString(),
+        });
+        printJSON(res.data);
+      } else {
+        // Legacy whole-contract sign
+        const res = await client.post(`/contracts/${id}/status`, { status: 'signed', signed_by: opts.signedBy });
+        printJSON(res.data);
+      }
+    } catch (err) {
+      handleError(err);
+    }
+  });
 
-      const res = await client.post(`/contracts/${id}/status`, { status: 'signed', signed_by: opts.signedBy });
+// Sprint 8: Multi-Signatory Commands
+
+contractsCmd
+  .command('signatories <id>')
+  .description('List all signatories for a contract with status and timestamps')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/contracts/${id}/signatories`);
+      const { signatories, summary } = res.data.data;
+      console.log(`\nSignatories for contract ${id}`);
+      console.log(`Summary: ${summary.signed}/${summary.total} signed | ${summary.pending} pending | ${summary.declined} declined`);
+      if (summary.is_fully_executed) console.log('✅ Contract fully executed');
+      console.log('');
+      if (signatories.length === 0) {
+        console.log('No signatories added yet.');
+      } else {
+        signatories.forEach(s => {
+          const icon = s.status === 'signed' ? '✅' : s.status === 'declined' ? '⛔' : '⏳';
+          const signedAt = s.signed_at ? ` | Signed: ${new Date(s.signed_at).toLocaleDateString()}` : '';
+          const reminded = s.reminder_sent_at ? ` | Last reminded: ${new Date(s.reminder_sent_at).toLocaleDateString()}` : '';
+          console.log(`  ${icon} [${s.party}] ${s.contact_name} <${s.contact_email}> — ${s.role} | ${s.status}${signedAt}${reminded}`);
+          if (s.notes) console.log(`     Notes: ${s.notes}`);
+        });
+      }
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('add-signatory <id>')
+  .description('Add a signatory to a contract')
+  .requiredOption('--contact-id <uuid>', 'Contact UUID of the signatory')
+  .requiredOption('--party <party>', 'Party: vendor or customer')
+  .requiredOption('--role <role>', 'Role: signer, approver, or witness')
+  .option('--method <method>', 'Signature method: electronic, wet_signature, docusign, hellosign, other')
+  .option('--notes <notes>', 'Internal notes about this signatory')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/contracts/${id}/signatories`, {
+        contact_id: opts.contactId,
+        party: opts.party,
+        role: opts.role,
+        signature_method: opts.method || undefined,
+        notes: opts.notes || undefined,
+      });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('decline-signature <id>')
+  .description('Mark a signatory as declined (deal blocker alert)')
+  .requiredOption('--contact-id <uuid>', 'Contact UUID of the signatory declining')
+  .option('--notes <notes>', 'Reason for declining')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const listRes = await client.get(`/contracts/${id}/signatories`);
+      const signatories = listRes.data.data.signatories || [];
+      const sig = signatories.find(s => s.contact_id === opts.contactId);
+      if (!sig) {
+        console.error(`No signatory found for contact ${opts.contactId} on contract ${id}`);
+        process.exit(1);
+      }
+      const res = await client.patch(`/contracts/${id}/signatories/${sig.id}`, {
+        status: 'declined',
+        notes: opts.notes || undefined,
+      });
+      console.log('⛔ Signature declined — deal blocker raised.');
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('remind-signatory <id>')
+  .description('Send a reminder to a pending signatory')
+  .requiredOption('--contact-id <uuid>', 'Contact UUID of the signatory to remind')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const listRes = await client.get(`/contracts/${id}/signatories`);
+      const signatories = listRes.data.data.signatories || [];
+      const sig = signatories.find(s => s.contact_id === opts.contactId);
+      if (!sig) {
+        console.error(`No signatory found for contact ${opts.contactId} on contract ${id}`);
+        process.exit(1);
+      }
+      const res = await client.post(`/contracts/${id}/signatories/${sig.id}/remind`);
+      console.log(`📩 Reminder sent to ${sig.contact_name} (${sig.contact_email})`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('remind-all-pending <id>')
+  .description('Send reminders to all pending signatories on a contract')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.post(`/contracts/${id}/signatories/remind-all-pending`);
+      const { reminded } = res.data.data;
+      console.log(`📩 Reminders sent to ${reminded} pending signator${reminded === 1 ? 'y' : 'ies'}.`);
       printJSON(res.data);
-  
     } catch (err) {
       handleError(err);
     }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "2.3.1",
+  "version": "2.4.0",
   "description": "AI-first CRM CLI \u2014 manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {