@startanaicompany/crm 2.5.2 → 2.7.0

package/index.js

@@ -395,7 +395,7 @@ leadsCmd
   .option('--phone <phone>', 'Phone number')
   .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('--source <source>', 'Source: api|import|referral|linkedin|cold_email|website|inbound|partner|event|other', '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')
@@ -438,9 +438,14 @@ leadsCmd
   .option('--status <status>', 'Filter by status')
   .option('--email <email>', 'Filter by email (partial match)')
   .option('--company <company>', 'Filter by company (partial match)')
+  .option('--name <name>', 'Search by name or company (partial match)')
+  .option('--assigned-to <assignedTo>', 'Filter by assigned-to (partial match)')
+  .option('--pipeline-stage <stage>', 'Filter by pipeline stage (exact match)')
   .option('--tag <tag>', 'Filter by tag — repeatable, AND logic', (v, prev) => prev.concat([v]), [])
   .option('--api-key-id <id>', 'Filter by the API key ID that created the lead')
   .option('--self', 'Filter leads created by the current API key (shorthand for --api-key-id self)')
+  .option('--sort-by <field>', 'Sort field: created_at|updated_at|deal_value|name|company|last_activity_at|status_changed_at')
+  .option('--order <dir>', 'Sort direction: asc|desc', 'desc')
   .option('--created-after <date>', 'Filter leads created after this ISO8601 date (e.g. 2026-01-01T00:00:00Z)')
   .option('--created-before <date>', 'Filter leads created before this ISO8601 date')
   .option('--updated-after <date>', 'Filter leads updated after this ISO8601 date')
@@ -456,7 +461,12 @@ leadsCmd
       ...(opts.status && { status: opts.status }),
       ...(opts.email && { email: opts.email }),
       ...(opts.company && { company: opts.company }),
+      ...(opts.name && { name: opts.name }),
+      ...(opts.assignedTo && { assigned_to: opts.assignedTo }),
+      ...(opts.pipelineStage && { pipeline_stage: opts.pipelineStage }),
       ...(apiKeyIdFilter && { api_key_id: apiKeyIdFilter }),
+      ...(opts.sortBy && { sort_by: opts.sortBy }),
+      ...(opts.order && { order: opts.order }),
       ...(opts.createdAfter && { created_after: opts.createdAfter }),
       ...(opts.createdBefore && { created_before: opts.createdBefore }),
       ...(opts.updatedAfter && { updated_after: opts.updatedAfter }),
@@ -475,6 +485,35 @@ leadsCmd
     }
   });
 
+leadsCmd
+  .command('bulk-create')
+  .description('Bulk create up to 100 leads from a JSON file (207 Multi-Status)')
+  .requiredOption('--file <path>', 'Path to JSON file containing array of lead objects')
+  .option('--fail-fast', 'Stop processing on first failure', false)
+  .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const agentName = resolveAgentName(opts.fromAgentName);
+    const client = getClient(globalOpts, agentName);
+    let leads;
+    try {
+      const fs = require('fs');
+      const raw = fs.readFileSync(opts.file, 'utf8');
+      const parsed = JSON.parse(raw);
+      leads = Array.isArray(parsed) ? parsed : parsed.leads;
+      if (!Array.isArray(leads)) throw new Error('JSON must be an array or object with a "leads" array');
+    } catch (fileErr) {
+      console.error(`Error reading file: ${fileErr.message}`);
+      process.exit(1);
+    }
+    try {
+      const res = await client.post('/leads/bulk', { leads, fail_fast: opts.failFast });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
 leadsCmd
   .command('get <id>')
   .description('Get a single lead by ID')
@@ -501,27 +540,46 @@ leadsCmd
   .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]), [])
+  .option('--tag <tag>', 'Replace ALL tags (repeatable). Use --add-tag / --remove-tag for surgical edits.', (v, prev) => prev.concat([v]), [])
+  .option('--add-tag <tag>', 'Add a single tag without replacing others (repeatable)', (v, prev) => prev.concat([v]), [])
+  .option('--remove-tag <tag>', 'Remove a single tag (repeatable)', (v, prev) => prev.concat([v]), [])
   .option('--external-id <externalId>', 'New external ID')
   .option('--version <version>', 'Optimistic lock version')
   .action(async (id, opts) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);
-    const body = {
-      ...(opts.name && { name: opts.name }),
-      ...(opts.email && { email: opts.email }),
-      ...(opts.phone !== undefined && { phone: opts.phone }),
-      ...(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 }),
-      ...(opts.externalId !== undefined && { external_id: opts.externalId }),
-      ...(opts.version !== undefined && { version: parseInt(opts.version) })
-    };
     try {
+      // Surgical tag ops: call PATCH /leads/:id/tags first if add/remove specified
+      if (opts.addTag.length > 0 || opts.removeTag.length > 0) {
+        const tagRes = await client.patch(`/leads/${id}/tags`, {
+          ...(opts.addTag.length > 0 && { add_tags: opts.addTag }),
+          ...(opts.removeTag.length > 0 && { remove_tags: opts.removeTag })
+        });
+        // If no other fields to update, return tag result
+        const hasOtherFields = opts.name || opts.email || opts.phone !== undefined ||
+          opts.company !== undefined || opts.status || opts.source ||
+          opts.dealValue !== undefined || opts.notes !== undefined ||
+          opts.assignedTo !== undefined || opts.tag.length > 0 ||
+          opts.externalId !== undefined;
+        if (!hasOtherFields) {
+          printJSON(tagRes.data);
+          return;
+        }
+      }
+      const body = {
+        ...(opts.name && { name: opts.name }),
+        ...(opts.email && { email: opts.email }),
+        ...(opts.phone !== undefined && { phone: opts.phone }),
+        ...(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 }),
+        ...(opts.externalId !== undefined && { external_id: opts.externalId }),
+        ...(opts.version !== undefined && { version: parseInt(opts.version) })
+      };
       const res = await client.put(`/leads/${id}`, body);
       printJSON(res.data);
     } catch (err) {
@@ -1825,6 +1883,61 @@ contractsCmd
   });
 
 
+contractsCmd
+  .command('esign <id>')
+  .description('Send e-signing email(s) 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}/sign`, {});
+      const d = res.data.data;
+      console.log(`Signing emails sent to ${d.sent_to} signatory(ies).`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('esign-status <id>')
+  .description('Check e-signing status for a contract')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/contracts/${id}/sign/status`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contractsCmd
+  .command('export <id>')
+  .description('Export a contract as PDF and get a download URL')
+  .option('--format <format>', 'Export format (pdf)', 'pdf')
+  .option('--output <file>', 'Save PDF to local file (optional)')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/contracts/${id}/export`, { params: { format: opts.format } });
+      const d = res.data.data;
+      console.log(`Download URL: ${d.download_url}`);
+      console.log(`Expires: ${d.expires_at}`);
+      if (opts.output) {
+        // Download the PDF and save locally
+        const baseUrl = globalOpts.apiUrl || process.env.SAAC_CRM_API_URL || loadConfig().apiUrl;
+        const dlRes = await axios.get(`${baseUrl.replace('/api/v1', '')}${d.download_url}`, { responseType: 'arraybuffer' });
+        fs.writeFileSync(opts.output, dlRes.data);
+        console.log(`Saved to ${opts.output}`);
+      }
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
 // ============================================================
 // BUDGETS commands — Sprint 5
 // ============================================================

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "2.5.2",
+  "version": "2.7.0",
   "description": "AI-first CRM CLI \u2014 manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {