@startanaicompany/crm 2.4.0 → 2.5.1

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Files changed (3) hide show
  1. package/README.md +130 -49
  2. package/index.js +210 -22
  3. package/package.json +1 -1
package/README.md CHANGED
@@ -10,43 +10,56 @@ npm install -g @startanaicompany/crm
10
10
 
11
11
  ---
12
12
 
13
- ## 🤖 AI Agent Quick Start (zero-auth, no human needed)
13
+ ## 🏢 Multi-Tenant Architecture
14
14
 
15
- Agents bootstrap themselves with a single command **no credentials required**:
15
+ This CRM is **multi-tenant**: each company gets its own isolated workspace. All data (leads, contacts, calls, contracts, etc.) is completely separated between workspaces.
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+
17
+ - One workspace slug per company (e.g. `mygardeningcompany`, `johnscarshop`)
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+ - All agents of a company share the same workspace — one key per "fleet" or one key per agent, your choice
19
+ - Cross-workspace data access is impossible: a key from workspace `mygardeningcompany` can never see data from `johnscarshop`
20
+
21
+ ---
22
+
23
+ ## 🤖 AI Agent Quick Start (zero-auth)
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+
25
+ Agents bootstrap themselves in two steps:
16
26
 
17
27
  ```bash
18
- # Step 1: create your own API key (no auth needed)
19
- saac_crm config set --url https://your-crm.example.com
20
- saac_crm keys create --name my-agent
21
- # returns crm_xxxxxxxxxxxx store this as your API key
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+ # Step 1: Point at the CRM deployment
29
+ saac_crm config set --url https://crm.startanaicompany.com
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+
31
+ # Step 2: Bootstrap your workspace + get an API key (no auth needed, no human required)
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+ saac_crm workspace init --workspace mygardeningcompany --name my-agent
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+ # → Returns crm_xxxx API key + saves key + workspace to ~/.saac_crm/config.json
22
34
 
23
- # Step 2: set the key and start managing leads
24
- export SAAC_CRM_API_KEY=crm_xxxxxxxxxxxx
35
+ # Step 3: Start working (workspace is automatically used from config)
25
36
  saac_crm leads create --name "Jane Smith" --email "jane@example.com"
26
37
  saac_crm leads list
38
+
39
+ # Optional: attribute actions to a named agent for audit trail
40
+ saac_crm leads create --name "Bob Jones" --email "bob@example.com" --from-agent-name "discovery-agent-v2"
27
41
  ```
28
42
 
29
43
  > **Auth priority**: `--api-key` flag > `SAAC_CRM_API_KEY` env var > config file (`~/.saac_crm/config.json`)
44
+ > **Workspace priority**: `--workspace` flag > `SAAC_CRM_WORKSPACE` env var > config file `workspace` field
30
45
 
31
- > ⚠️ **Agents: never call `saac_crm register`**that command is for one-time operator setup only (requires deployment password). Your entry point is always `keys create --name`.
46
+ > ⚠️ **Agents: `workspace init` is idempotent** if the workspace already exists, it just creates a new key for it. Safe to call from any agent on first run.
32
47
 
33
48
  ---
34
49
 
35
50
  ## 👤 Operator Setup (one-time, human)
36
51
 
37
- This is done once per deployment **not by agents**:
52
+ For the initial admin setup or to create admin-scope keys:
38
53
 
39
54
  ```bash
40
55
  # 1. Point at your deployment
41
- saac_crm config set --url https://your-crm.example.com
56
+ saac_crm config set --url https://crm.startanaicompany.com
42
57
 
43
- # 2. Register workspace + create admin key (prompts for workspace slug and password)
44
- saac_crm register --name "main-admin-key"
45
- # → prompts: Workspace slug (e.g. mycompany):
46
- # → prompts: Deployment admin password:
47
- # → returns crm_xxx admin key — store securely
58
+ # 2. Create admin-scope key for your workspace (requires deployment admin password)
59
+ saac_crm keys create --name "admin-key" --workspace mycompany --scope admin
60
+ # → Prompts for admin password
48
61
 
49
- # 3. Save admin key and create first human user account
62
+ # 3. Save admin key to config and create the first human user account
50
63
  saac_crm config set --api-key crm_xxx_admin_key
51
64
  saac_crm users create --email admin@example.com --name "Admin" --role admin
52
65
  ```
@@ -55,17 +68,27 @@ saac_crm users create --email admin@example.com --name "Admin" --role admin
55
68
 
56
69
  ## Commands
57
70
 
71
+ ### Workspace
72
+
73
+ ```bash
74
+ # Bootstrap workspace + create API key in one step (recommended for agent auto-init)
75
+ saac_crm workspace init --workspace mycompany --name "my-agent"
76
+ saac_crm workspace init --workspace mycompany --name "admin-key" --scope admin
77
+
78
+ # Via REST: POST /api/v1/workspaces/register
79
+ # Body: { workspace, key_name, scope?, admin_password? }
80
+ ```
81
+
58
82
  ### API Keys
59
83
 
60
84
  ```bash
61
- # Create agent key — ZERO AUTH, no prior setup needed
62
- saac_crm keys create --name "my-agent"
85
+ # Create agent key — workspace required (auto-creates workspace if it doesn't exist yet)
86
+ saac_crm keys create --name "my-agent" --workspace mycompany
63
87
 
64
- # Create admin scope key (operator only — requires deployment password + workspace slug)
65
- saac_crm keys create --name "admin-key" --scope admin \
66
- --workspace mycompany --admin-password <deployment-password>
88
+ # Create admin scope key (requires deployment password)
89
+ saac_crm keys create --name "admin-key" --workspace mycompany --scope admin
67
90
 
68
- # List all keys (metadata only — full key never shown again)
91
+ # List all keys in current workspace
69
92
  saac_crm keys list
70
93
 
71
94
  # Show current key info
@@ -78,11 +101,11 @@ saac_crm keys revoke <id>
78
101
  ### Leads
79
102
 
80
103
  ```bash
81
- # Create a lead
82
- saac_crm leads create --name "Jane Smith" --email "jane@example.com" --company "Acme"
104
+ # Create a lead (optional: --from-agent-name for audit trail)
105
+ saac_crm leads create --name "Jane Smith" --email "jane@example.com" --company "Acme" --from-agent-name "lead-gen-agent"
83
106
 
84
107
  # List leads (with filters)
85
- saac_crm leads list --status new --tag vip --tag enterprise
108
+ saac_crm leads list --status new --tag vip
86
109
 
87
110
  # Get single lead
88
111
  saac_crm leads get <id>
@@ -95,22 +118,76 @@ saac_crm leads delete <id>
95
118
 
96
119
  # Status change history
97
120
  saac_crm leads history <id>
121
+
122
+ # Move lead to pipeline stage
123
+ saac_crm leads stage <id> --stage discovery
124
+ ```
125
+
126
+ ### Contacts
127
+
128
+ ```bash
129
+ saac_crm contacts create --email contact@example.com --first-name "Jane" --from-agent-name "enrichment-agent"
130
+ saac_crm contacts list
131
+ saac_crm contacts get <id>
132
+ saac_crm contacts update <id> --company "Acme"
133
+ saac_crm contacts delete <id>
134
+ ```
135
+
136
+ ### Calls
137
+
138
+ ```bash
139
+ saac_crm calls create --lead-id <id> --direction outbound --outcome connected --from-agent-name "call-agent"
140
+ saac_crm calls list [--lead-id <id>]
141
+ saac_crm calls get <id>
142
+ ```
143
+
144
+ ### Meetings
145
+
146
+ ```bash
147
+ saac_crm meetings create --lead-id <id> --title "Demo call" --from-agent-name "scheduler-agent"
148
+ saac_crm meetings list
149
+ saac_crm meetings get <id>
150
+ ```
151
+
152
+ ### Emails
153
+
154
+ ```bash
155
+ saac_crm emails create --lead-id <id> --subject "Follow-up" --direction sent --from-agent-name "outreach-agent"
156
+ saac_crm emails list [--lead-id <id>]
157
+ saac_crm emails get <id>
158
+ ```
159
+
160
+ ### Quotes
161
+
162
+ ```bash
163
+ saac_crm quotes create --lead-id <id> --title "Q-2026-001" --value 5000 --from-agent-name "quote-agent"
164
+ saac_crm quotes list
165
+ saac_crm quotes get <id>
166
+ saac_crm quotes status <id> --status accepted
167
+ saac_crm quotes add-line <id> --description "License" --quantity 1 --unit-price 5000
168
+ ```
169
+
170
+ ### Contracts
171
+
172
+ ```bash
173
+ saac_crm contracts create --lead-id <id> --title "Service Agreement" --from-agent-name "contract-agent"
174
+ saac_crm contracts list
175
+ saac_crm contracts get <id>
176
+ saac_crm contracts status <id> --status sent
177
+ saac_crm contracts signatories <id>
178
+ saac_crm contracts add-signatory <id> --contact-id <cid> --party customer --role signer
179
+ saac_crm contracts sign <id> --contact-id <cid>
180
+ saac_crm contracts decline-signature <id> --contact-id <cid>
181
+ saac_crm contracts remind-signatory <id> --contact-id <cid>
182
+ saac_crm contracts remind-all-pending <id>
98
183
  ```
99
184
 
100
185
  ### Users (requires admin scope key)
101
186
 
102
187
  ```bash
103
- # Create a human user account (both commands are equivalent)
104
188
  saac_crm users create --email admin@example.com --name "Admin User" --role admin
105
- saac_crm users register --email admin@example.com --name "Admin User" --role admin
106
-
107
- # List users
108
189
  saac_crm users list
109
-
110
- # Update user
111
190
  saac_crm users update <id> --role viewer
112
-
113
- # Deactivate user
114
191
  saac_crm users deactivate <id>
115
192
  ```
116
193
 
@@ -119,23 +196,16 @@ saac_crm users deactivate <id>
119
196
  ```bash
120
197
  # Log in as admin/viewer — saves JWT to config for dashboard access
121
198
  saac_crm login --workspace mycompany --email admin@example.com
122
- # → prompts for password, saves JWT to ~/.saac_crm/config.json
123
- ```
124
-
125
- ### Workspace Registration (operator only)
126
-
127
- ```bash
128
- # First-time setup — registers workspace slug + creates admin key
129
- # Prompts for --workspace and --admin-password if not provided
130
- saac_crm register --name "main-admin-key"
131
- saac_crm register --name "main-admin-key" --workspace mycompany --admin-password <pw>
199
+ # → Prompts for password, saves JWT to ~/.saac_crm/config.json
132
200
  ```
133
201
 
134
202
  ### Configuration
135
203
 
136
204
  ```bash
137
- saac_crm config set --url https://your-crm.example.com
205
+ saac_crm config set --url https://crm.startanaicompany.com
138
206
  saac_crm config set --api-key crm_xxxxxxxxxxxx
207
+ saac_crm config set --workspace mycompany
208
+ saac_crm config set --agent-name "my-agent-v2" # default --from-agent-name for all commands
139
209
  saac_crm config get
140
210
  ```
141
211
 
@@ -146,10 +216,21 @@ saac_crm config get
146
216
  --url <url> Override API base URL for this command
147
217
  ```
148
218
 
219
+ ## `--from-agent-name` Attribution
220
+
221
+ Pass `--from-agent-name <name>` (or set `SAAC_CRM_AGENT_NAME` env / `config.defaultAgentName`) on any create command to attribute the action to a named agent. This is for **audit trail only** — it does NOT affect authentication or authorization. The same workspace key is shared across all agents of that workspace.
222
+
223
+ ```bash
224
+ export SAAC_CRM_AGENT_NAME=discovery-agent-v2
225
+ saac_crm leads create --name "Alice" --email "alice@example.com"
226
+ # → lead.from_agent_name = "discovery-agent-v2"
227
+ ```
228
+
149
229
  ## Architecture
150
230
 
151
- This is a **single-tenant** system: one workspace slug per deployment, registered once by an operator.
231
+ This is a **multi-tenant** system: multiple workspace slugs per deployment, each fully isolated.
152
232
 
153
- - **Agents** → self-service `keys create` → manage leads
154
- - **Operators** → `register` once → `users create` → human accounts
155
- - **Humans** → `login` → web dashboard at your deployment URL
233
+ - **Agents** → `workspace init` once → `leads create` → manage leads with workspace isolation
234
+ - **Operators** → `keys create --scope admin` → `users create` → human accounts
235
+ - **Humans** → `login` → web dashboard (only shows their workspace's data)
236
+ - **Audit** → `--from-agent-name` for per-agent attribution within a workspace
package/index.js CHANGED
@@ -43,7 +43,21 @@ function resolveApiUrl(cliUrl) {
43
43
  return cfg.apiUrl || null;
44
44
  }
45
45
 
46
- function getClient(options = {}) {
46
+ function resolveWorkspace(cliWorkspace) {
47
+ if (cliWorkspace) return cliWorkspace;
48
+ if (process.env.SAAC_CRM_WORKSPACE) return process.env.SAAC_CRM_WORKSPACE;
49
+ const cfg = loadConfig();
50
+ return cfg.workspace || null;
51
+ }
52
+
53
+ function resolveAgentName(cliAgentName) {
54
+ if (cliAgentName) return cliAgentName;
55
+ if (process.env.SAAC_CRM_AGENT_NAME) return process.env.SAAC_CRM_AGENT_NAME;
56
+ const cfg = loadConfig();
57
+ return cfg.defaultAgentName || null;
58
+ }
59
+
60
+ function getClient(options = {}, agentName = null) {
47
61
  const apiKey = resolveApiKey(options.apiKey);
48
62
  const apiUrl = resolveApiUrl(options.url);
49
63
 
@@ -56,12 +70,15 @@ function getClient(options = {}) {
56
70
  process.exit(1);
57
71
  }
58
72
 
73
+ const headers = {
74
+ 'Authorization': `Bearer ${apiKey}`,
75
+ 'Content-Type': 'application/json'
76
+ };
77
+ if (agentName) headers['X-Agent-Name'] = agentName;
78
+
59
79
  return axios.create({
60
80
  baseURL: `${apiUrl.replace(/\/$/, '')}/api/v1`,
61
- headers: {
62
- 'Authorization': `Bearer ${apiKey}`,
63
- 'Content-Type': 'application/json'
64
- }
81
+ headers
65
82
  });
66
83
  }
67
84
 
@@ -116,6 +133,8 @@ configCmd
116
133
  .description('Set configuration values')
117
134
  .option('--url <url>', 'CRM API base URL (e.g. https://yourapp.example.com)')
118
135
  .option('--api-key <key>', 'Default API key to use')
136
+ .option('--workspace <slug>', 'Default workspace slug')
137
+ .option('--agent-name <name>', 'Default agent name for attribution (stored as defaultAgentName)')
119
138
  .action((opts) => {
120
139
  // NOTE: commander.js may consume --url and --api-key at the parent program level
121
140
  // if they share the same option names. Always fall back to program.opts().
@@ -125,6 +144,8 @@ configCmd
125
144
  const apiKeyValue = opts.apiKey || globalOpts.apiKey;
126
145
  if (urlValue) cfg.apiUrl = urlValue;
127
146
  if (apiKeyValue) cfg.apiKey = apiKeyValue;
147
+ if (opts.workspace) cfg.workspace = opts.workspace;
148
+ if (opts.agentName) cfg.defaultAgentName = opts.agentName;
128
149
  saveConfig(cfg);
129
150
  console.log('Configuration saved to', CONFIG_FILE);
130
151
  printJSON(cfg);
@@ -151,7 +172,7 @@ keysCmd
151
172
  .description('Create a new API key')
152
173
  .requiredOption('--name <name>', 'Name/label for the key')
153
174
  .option('--scope <scope>', 'Key scope: agent (default) or admin', 'agent')
154
- .option('--workspace <slug>', 'Workspace slug (required for scope=admin, e.g. goldenrecruit101)')
175
+ .option('--workspace <slug>', 'Workspace slug (falls back to config workspace)')
155
176
  .option('--admin-password <password>', 'Admin password (required for scope=admin)')
156
177
  .action(async (opts) => {
157
178
  const globalOpts = program.opts();
@@ -161,15 +182,15 @@ keysCmd
161
182
  process.exit(1);
162
183
  }
163
184
 
164
- const body = { name: opts.name, scope: opts.scope };
185
+ const workspace = resolveWorkspace(opts.workspace);
186
+ if (!workspace) {
187
+ console.error('Error: --workspace <slug> is required (or set in config via: saac_crm config set --workspace <slug>)');
188
+ process.exit(1);
189
+ }
190
+
191
+ const body = { name: opts.name, scope: opts.scope, workspace };
165
192
 
166
193
  if (opts.scope === 'admin') {
167
- if (!opts.workspace) {
168
- console.error('Error: --workspace <slug> is required for scope=admin');
169
- process.exit(1);
170
- }
171
- body.workspace = opts.workspace;
172
-
173
194
  let adminPw = opts.adminPassword;
174
195
  if (!adminPw) {
175
196
  adminPw = await promptSecret('Admin password: ');
@@ -242,6 +263,81 @@ program
242
263
  }
243
264
  });
244
265
 
266
+ // ============================================================
267
+ // WORKSPACE COMMANDS
268
+ // ============================================================
269
+
270
+ const workspaceCmd = program.command('workspace').description('Manage CRM workspaces');
271
+
272
+ workspaceCmd
273
+ .command('init')
274
+ .description('Bootstrap a new workspace: register slug + create API key, save to config')
275
+ .requiredOption('--workspace <slug>', 'Workspace slug (3-50 chars, a-z0-9/dash/underscore)')
276
+ .requiredOption('--name <keyname>', 'Name/label for the initial API key')
277
+ .option('--scope <scope>', 'Key scope: agent (default) or admin', 'agent')
278
+ .option('--admin-password <password>', 'Admin password (required for scope=admin; will prompt if not provided)')
279
+ .option('--owner-email <email>', 'Owner email — creates a human login account for /workspaces/login')
280
+ .option('--owner-password <password>', 'Owner password (min 8 chars) — required if --owner-email is provided')
281
+ .option('--owner-name <name>', 'Owner display name (default: Owner)')
282
+ .option('--save-key', 'Save the returned key to CLI config (default: true)', true)
283
+ .action(async (opts) => {
284
+ const globalOpts = program.opts();
285
+ const apiUrl = resolveApiUrl(globalOpts.url);
286
+ if (!apiUrl) {
287
+ console.error('Error: API URL not configured. Run: saac_crm config set --url <api-url>');
288
+ process.exit(1);
289
+ }
290
+
291
+ const body = {
292
+ workspace: opts.workspace.trim().toLowerCase(),
293
+ key_name: opts.name,
294
+ scope: opts.scope
295
+ };
296
+
297
+ if (opts.scope === 'admin') {
298
+ let adminPw = opts.adminPassword;
299
+ if (!adminPw) {
300
+ adminPw = await promptSecret('Admin password: ');
301
+ }
302
+ body.admin_password = adminPw;
303
+ }
304
+
305
+ // BUG-S9-B fix: pass owner credentials so /workspaces/login works immediately
306
+ if (opts.ownerEmail) {
307
+ if (!opts.ownerPassword) {
308
+ console.error('Error: --owner-password is required when --owner-email is provided');
309
+ process.exit(1);
310
+ }
311
+ body.owner_email = opts.ownerEmail.trim().toLowerCase();
312
+ body.owner_password = opts.ownerPassword;
313
+ if (opts.ownerName) body.owner_name = opts.ownerName.trim();
314
+ }
315
+
316
+ try {
317
+ const res = await axios.post(
318
+ `${apiUrl.replace(/\/$/, '')}/api/v1/workspaces/register`,
319
+ body,
320
+ { headers: { 'Content-Type': 'application/json' } }
321
+ );
322
+ const data = res.data.data;
323
+ console.log(`Workspace '${data.workspace}' initialized. API key created.`);
324
+ console.log('Store the key — it will not be shown again.');
325
+ if (data.owner_user) {
326
+ console.log(`Owner user created: ${data.owner_user.email} — use POST /api/v1/workspaces/login to get a JWT.`);
327
+ }
328
+ printJSON(data);
329
+
330
+ // Auto-save to config
331
+ const cfg = loadConfig();
332
+ cfg.apiKey = data.key;
333
+ cfg.workspace = data.workspace;
334
+ saveConfig(cfg);
335
+ console.log(`\nKey and workspace saved to config: ${CONFIG_FILE}`);
336
+ } catch (err) {
337
+ handleError(err);
338
+ }
339
+ });
340
+
245
341
  keysCmd
246
342
  .command('list')
247
343
  .description('List all API keys (metadata only)')
@@ -307,9 +403,11 @@ leadsCmd
307
403
  .option('--tag <tag>', 'Tag (repeatable)', (v, prev) => prev.concat([v]), [])
308
404
  .option('--external-id <externalId>', 'External ID')
309
405
  .option('--idempotency-key <key>', 'Idempotency key for deduplication')
406
+ .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
310
407
  .action(async (opts) => {
311
408
  const globalOpts = program.opts();
312
- const client = getClient(globalOpts);
409
+ const agentName = resolveAgentName(opts.fromAgentName);
410
+ const client = getClient(globalOpts, agentName);
313
411
  const headers = {};
314
412
  if (opts.idempotencyKey) headers['Idempotency-Key'] = opts.idempotencyKey;
315
413
  const body = {
@@ -624,9 +722,11 @@ contactsCmd
624
722
  .option('--tags <tags>', 'Comma-separated tags')
625
723
  .option('--do-not-contact', 'Mark as do not contact')
626
724
  .option('--notes <notes>', 'Notes')
725
+ .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
627
726
  .action(async (opts) => {
628
727
  const globalOpts = program.opts();
629
- const client = getClient(globalOpts);
728
+ const agentName = resolveAgentName(opts.fromAgentName);
729
+ const client = getClient(globalOpts, agentName);
630
730
  try {
631
731
  const body = {
632
732
  first_name: opts.firstName,
@@ -780,9 +880,11 @@ callsCmd
780
880
  .option('--duration <seconds>', 'Duration in seconds')
781
881
  .option('--notes <notes>', 'Call notes')
782
882
  .option('--call-time <iso>', 'Call time (ISO8601, defaults to now)')
883
+ .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
783
884
  .action(async (opts) => {
784
885
  const globalOpts = program.opts();
785
- const client = getClient(globalOpts);
886
+ const agentName = resolveAgentName(opts.fromAgentName);
887
+ const client = getClient(globalOpts, agentName);
786
888
  try {
787
889
  const body = { direction: opts.direction };
788
890
  if (opts.leadId) body.lead_id = opts.leadId;
@@ -948,9 +1050,11 @@ meetingsCmd
948
1050
  .option('--notes <notes>', 'Meeting notes or agenda')
949
1051
  .option('--outcome <outcome>', 'scheduled | completed | cancelled | no_show')
950
1052
  .option('--sentiment <sentiment>', 'positive | neutral | negative | unknown')
1053
+ .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
951
1054
  .action(async (opts) => {
952
1055
  const globalOpts = program.opts();
953
- const client = getClient(globalOpts);
1056
+ const agentName = resolveAgentName(opts.fromAgentName);
1057
+ const client = getClient(globalOpts, agentName);
954
1058
  try {
955
1059
  const body = {
956
1060
  title: opts.title,
@@ -1078,9 +1182,11 @@ emailsCmd
1078
1182
  .option('--body-summary <summary>', 'Body summary (max 1000 chars)')
1079
1183
  .option('--thread-id <id>', 'Thread ID for grouping related emails')
1080
1184
  .option('--email-timestamp <iso>', 'When the email was sent/received (ISO8601, defaults to now)')
1185
+ .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
1081
1186
  .action(async (opts) => {
1082
1187
  const globalOpts = program.opts();
1083
- const client = getClient(globalOpts);
1188
+ const agentName = resolveAgentName(opts.fromAgentName);
1189
+ const client = getClient(globalOpts, agentName);
1084
1190
  try {
1085
1191
  const body = {
1086
1192
  direction: opts.direction,
@@ -1171,9 +1277,11 @@ quotesCmd
1171
1277
  .option('--currency <code>', 'Currency code (default: USD)')
1172
1278
  .option('--validity-date <date>', 'Validity date (YYYY-MM-DD)')
1173
1279
  .option('--notes <notes>', 'Notes')
1280
+ .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
1174
1281
  .action(async (opts) => {
1175
1282
  const globalOpts = program.opts();
1176
- const client = getClient(globalOpts);
1283
+ const agentName = resolveAgentName(opts.fromAgentName);
1284
+ const client = getClient(globalOpts, agentName);
1177
1285
  try {
1178
1286
 
1179
1287
  const res = await client.post('/quotes', {
@@ -1185,7 +1293,7 @@ quotesCmd
1185
1293
  notes: opts.notes
1186
1294
  });
1187
1295
  printJSON(res.data);
1188
-
1296
+
1189
1297
  } catch (err) {
1190
1298
  handleError(err);
1191
1299
  }
@@ -1396,9 +1504,11 @@ contractsCmd
1396
1504
  .option('--end-date <date>', 'End date (YYYY-MM-DD)')
1397
1505
  .option('--document-url <url>', 'Document URL reference')
1398
1506
  .option('--notes <notes>', 'Notes')
1507
+ .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
1399
1508
  .action(async (opts) => {
1400
1509
  const globalOpts = program.opts();
1401
- const client = getClient(globalOpts);
1510
+ const agentName = resolveAgentName(opts.fromAgentName);
1511
+ const client = getClient(globalOpts, agentName);
1402
1512
  try {
1403
1513
 
1404
1514
  const res = await client.post('/contracts', {
@@ -1414,7 +1524,7 @@ contractsCmd
1414
1524
  notes: opts.notes
1415
1525
  });
1416
1526
  printJSON(res.data);
1417
-
1527
+
1418
1528
  } catch (err) {
1419
1529
  handleError(err);
1420
1530
  }
@@ -2038,4 +2148,82 @@ program
2038
2148
  }
2039
2149
  });
2040
2150
 
2151
+ // ============================================================
2152
+ // SUPPORT commands — Sprint 10 (saac_crm support bugs|features ...)
2153
+ // ============================================================
2154
+ const supportCmd = program.command('support').description('Submit and manage bug reports and feature requests');
2155
+
2156
+ ['bugs', 'features'].forEach((type) => {
2157
+ const typeCmd = supportCmd.command(type).description(`Manage ${type} support tickets`);
2158
+ const singular = type === 'bugs' ? 'bug' : 'feature';
2159
+
2160
+ typeCmd
2161
+ .command('add')
2162
+ .description(`Submit a new ${singular} report`)
2163
+ .requiredOption('--title <title>', `${singular} title (max 200 chars)`)
2164
+ .requiredOption('--description <desc>', 'Full description (max 2000 chars)')
2165
+ .action(async (opts) => {
2166
+ const globalOpts = program.opts();
2167
+ const client = getClient(globalOpts);
2168
+ try {
2169
+ const res = await client.post(`/support/${type}`, {
2170
+ title: opts.title,
2171
+ description: opts.description
2172
+ });
2173
+ console.log(`${singular.charAt(0).toUpperCase() + singular.slice(1)} submitted. ID: ${res.data.data.id}`);
2174
+ printJSON(res.data);
2175
+ } catch (err) {
2176
+ handleError(err);
2177
+ }
2178
+ });
2179
+
2180
+ typeCmd
2181
+ .command('list')
2182
+ .description(`List your workspace's ${type}`)
2183
+ .action(async () => {
2184
+ const globalOpts = program.opts();
2185
+ const client = getClient(globalOpts);
2186
+ try {
2187
+ const res = await client.get(`/support/${type}`);
2188
+ printJSON(res.data);
2189
+ } catch (err) {
2190
+ handleError(err);
2191
+ }
2192
+ });
2193
+
2194
+ typeCmd
2195
+ .command('get')
2196
+ .description(`Get a ${singular} ticket by ID`)
2197
+ .requiredOption('--id <id>', 'Ticket ID')
2198
+ .action(async (opts) => {
2199
+ const globalOpts = program.opts();
2200
+ const client = getClient(globalOpts);
2201
+ try {
2202
+ const res = await client.get(`/support/${type}/${opts.id}`);
2203
+ printJSON(res.data);
2204
+ } catch (err) {
2205
+ handleError(err);
2206
+ }
2207
+ });
2208
+
2209
+ typeCmd
2210
+ .command('comment')
2211
+ .description(`Add a comment to your own ${singular} ticket`)
2212
+ .requiredOption('--id <id>', 'Ticket ID')
2213
+ .requiredOption('--message <msg>', 'Comment message (max 2000 chars)')
2214
+ .action(async (opts) => {
2215
+ const globalOpts = program.opts();
2216
+ const client = getClient(globalOpts);
2217
+ try {
2218
+ const res = await client.post(`/support/${type}/${opts.id}/comments`, {
2219
+ message: opts.message
2220
+ });
2221
+ console.log('Comment added.');
2222
+ printJSON(res.data);
2223
+ } catch (err) {
2224
+ handleError(err);
2225
+ }
2226
+ });
2227
+ });
2228
+
2041
2229
  program.parse(process.argv);
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@startanaicompany/crm",
3
- "version": "2.4.0",
3
+ "version": "2.5.1",
4
4
  "description": "AI-first CRM CLI \u2014 manage leads and API keys from the terminal",
5
5
  "main": "index.js",
6
6
  "bin": {