crewly 1.20.447 → 1.20.449

package/config/skills/agent/checkup-analyse/execute.test.sh

@@ -0,0 +1,126 @@
+#!/bin/bash
+# Tests for checkup-analyse — run with: bash execute.test.sh
+# Offline: runs ingest-exports on its fixtures first, then analyses the result. Needs node and jq.
+set -u
+HERE="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+EXEC="$HERE/execute.sh"
+INGEST="$HERE/../ingest-exports/execute.sh"
+FX="$HERE/../ingest-exports/fixtures"
+PASS=0; FAIL=0
+check() {
+  local name="$1"; local got="$2"; local want="$3"
+  if [ "$got" = "$want" ]; then PASS=$((PASS+1)); else FAIL=$((FAIL+1)); echo "FAIL: $name"; echo "  want: $want"; echo "  got:  $got"; fi
+}
+T="$(mktemp -d)"; trap 'rm -rf "$T"' EXIT
+bash "$INGEST" --in "$FX" --out "$T/ingest" >/dev/null || { echo "ingest-exports failed; cannot test"; exit 1; }
+bash "$INGEST" --in "$FX" --out "$T/ingest-hashed" --hash-names >/dev/null
+
+# 1. Default as-of = last activity; period = activity span, not contact creation dates
+OUT="$(bash "$EXEC" --in "$T/ingest" --out "$T/an")"; RC=$?
+check "exit 0" "$RC" "0"
+check "success" "$(printf '%s' "$OUT" | jq -r '.success')" "true"
+check "as-of = last activity" "$(printf '%s' "$OUT" | jq -r '.asOf')" "2026-09-20"
+check "period from first sign-up, not mailing-list opt-in" "$(printf '%s' "$OUT" | jq -r '.period.from')" "2026-08-28"
+check "period days" "$(printf '%s' "$OUT" | jq -r '.period.days')" "23"
+check "people linked across files" "$(printf '%s' "$OUT" | jq -r '.people')" "8"
+check "systems exclude the unmapped file" "$(printf '%s' "$OUT" | jq -c '.systems')" '["jackrabbit","jotform","mailchimp","quickbooks","square"]'
+check "breaks.json written" "$([ -f "$T/an/breaks.json" ] && echo yes || echo no)" "yes"
+check "report.md written" "$([ -f "$T/an/report.md" ] && echo yes || echo no)" "yes"
+cnt() { jq -r --arg t "$1" '.breaks[] | select(.type==$t) | .count' "$T/an/breaks.json"; }
+item() { jq -r --arg t "$1" ".breaks[] | select(.type==\$t) | $2" "$T/an/breaks.json"; }
+
+# 2. Each break finds exactly the planted case
+check "inquiry with no follow-through = Tom only (Alex and Priya signed up)" "$(cnt inquiry_no_follow_through)" "1"
+check "  who" "$(item inquiry_no_follow_through '.items[0].person')" "Tom Baker"
+check "signed up unpaid = Sam Rivera (Sofia's family paid on 09-02)" "$(cnt signed_up_unpaid)" "1"
+check "  who" "$(item signed_up_unpaid '.items[0].person')" "Sam Rivera"
+check "  fee" "$(item signed_up_unpaid '.items[0].fee')" "180"
+check "  outstanding" "$(item signed_up_unpaid '.estimate.outstanding')" "180"
+check "paid but on no roster = Daniel (walk-in with no name is skipped)" "$(cnt paid_not_listed)" "1"
+check "  who" "$(item paid_not_listed '.items[0].person')" "Daniel Chen"
+check "dropped = Anika" "$(cnt dropped)" "1"
+check "  dropped date from end date" "$(item dropped '.items[0].droppedAt')" "2026-09-22"
+check "lapsed = none at default as-of" "$(cnt lapsed)" "0"
+check "overdue invoices = none at default as-of (due 09-30 and 10-15)" "$(cnt overdue_invoices)" "0"
+check "  open not yet due" "$(item overdue_invoices '.estimate.openNotYetDue')" "2"
+check "double entry = 4 people in 2+ systems" "$(cnt double_entry)" "4"
+check "  adult label, not the child's name" "$(item double_entry '.items[0].person')" "Maria Lopez"
+check "  family in three systems" "$(item double_entry '.items[0].systems | join(",")')" "jackrabbit,mailchimp,square"
+check "  child vs parent name is not a conflict" "$(item double_entry '.items[0].conflicts | length')" "0"
+check "  phone missing in mailchimp noted" "$(item double_entry '.items[3].conflicts[0]')" "phone missing in mailchimp"
+check "  extra entries (2+1+2+1)" "$(item double_entry '.estimate.extraEntries')" "6"
+check "not on mailing list = 3 customers" "$(cnt not_on_mailing_list)" "3"
+check "  Maria is on it" "$(item not_on_mailing_list '[.items[].person] | index("Maria Lopez")')" "null"
+check "anonymous walk-in counted" "$(jq -r '.stats.anonymousRows.payment' "$T/an/breaks.json")" "1"
+check "unmapped rows ignored, not dropped silently" "$(jq -r '.stats.ignoredOtherRows' "$T/an/breaks.json")" "3"
+check "refunds counted" "$(jq -c '.stats.refunds' "$T/an/breaks.json")" '{"count":1,"amount":49}'
+
+# 3. Estimates carry a formula and are marked estimates; avg customer value comes from the data
+check "avg customer value from data" "$(jq -r '.assumptions.avgCustomerValue' "$T/an/breaks.json")" "113"
+check "avg source named" "$(jq -r '.stats.avgCustomerValueFrom' "$T/an/breaks.json" | cut -c1-7)" "mean of"
+check "every estimate marked" "$(jq -r '[.breaks[].estimate.isEstimate] | all' "$T/an/breaks.json")" "true"
+check "every estimate has a formula" "$(jq -r '[.breaks[].estimate.formula | length > 20] | all' "$T/an/breaks.json")" "true"
+check "unpaid $/month = outstanding over 1 month" "$(item signed_up_unpaid '.estimate.dollarsPerMonth')" "180"
+check "top 3 ranked by $/month" "$(jq -c '.top3' "$T/an/breaks.json")" '["signed_up_unpaid","dropped","inquiry_no_follow_through"]'
+check "totals add up" "$(jq -r '.totals.dollarsPerMonth' "$T/an/breaks.json")" "$(jq -r '[.breaks[].estimate.dollarsPerMonth] | add' "$T/an/breaks.json")"
+check "every break says what an agent could do" "$(jq -r '[.breaks[].whatAnAgentCouldDo | length > 20] | all' "$T/an/breaks.json")" "true"
+
+# 4. report.md is the owner-facing text
+check "report title" "$(head -1 "$T/an/report.md")" "# Check-up: where the apps disagree"
+check "report has top 3" "$(grep -c '^### [123]\. ' "$T/an/report.md")" "3"
+check "report says estimate" "$(grep -c -i 'estimate' "$T/an/report.md" | awk '{print ($1>0)?"yes":"no"}')" "yes"
+check "report lists assumptions" "$(grep -c '^- hourlyValue: 30' "$T/an/report.md")" "1"
+check "report lists files" "$(grep -c '^- square-transactions.csv: square payment, 4 rows' "$T/an/report.md")" "1"
+
+# 5. --as-of moves overdue and lapsed; --assume changes the inputs
+LATE="$(bash "$EXEC" --in "$T/ingest" --as-of 2026-10-26 --out "$T/late")"
+check "as-of honoured" "$(printf '%s' "$LATE" | jq -r '.asOf')" "2026-10-26"
+check "two invoices overdue on 10-26" "$(printf '%s' "$LATE" | jq -r '.breaks[] | select(.type=="overdue_invoices") | .count')" "2"
+check "  outstanding" "$(jq -r '.breaks[] | select(.type=="overdue_invoices") | .estimate.outstanding' "$T/late/breaks.json")" "3391"
+check "  days overdue" "$(jq -r '.breaks[] | select(.type=="overdue_invoices") | .items[0].daysOverdue' "$T/late/breaks.json")" "26"
+check "  overdue is now top" "$(printf '%s' "$LATE" | jq -r '.top3[0]')" "overdue_invoices"
+check "still nobody lapsed at 90 days" "$(printf '%s' "$LATE" | jq -r '.breaks[] | select(.type=="lapsed") | .count')" "0"
+LAPSED="$(bash "$EXEC" --in "$T/ingest" --as-of 2026-10-26 --assume lapsedDays=30 --assume hourlyValue=60)"
+check "lapsedDays=30 → 4 customers lapsed" "$(printf '%s' "$LAPSED" | jq -r '.breaks[] | select(.type=="lapsed") | .count')" "4"
+FAR="$(bash "$EXEC" --in "$T/ingest" --as-of 2027-01-15 --out "$T/far")"
+check "a year on, every customer is lapsed" "$(printf '%s' "$FAR" | jq -r '.breaks[] | select(.type=="lapsed") | .count')" "4"
+check "lapsed item has days since" "$(jq -r '.breaks[] | select(.type=="lapsed") | .items[0].daysSince > 100' "$T/far/breaks.json")" "true"
+check "hourlyValue assumption applied" "$(bash "$EXEC" --in "$T/ingest" --assume hourlyValue=60 --out "$T/hv" >/dev/null; jq -r '.assumptions.hourlyValue' "$T/hv/breaks.json")" "60"
+
+# 6. Hashed input: same counts, no names anywhere
+HOUT="$(bash "$EXEC" --in "$T/ingest-hashed" --out "$T/anh")"
+check "hashed: same break counts" "$(printf '%s' "$HOUT" | jq -c '[.breaks[].count]')" "$(printf '%s' "$OUT" | jq -c '[.breaks[].count]')"
+check "hashed: no plain names in breaks.json" "$(grep -c -E "Lopez|Rivera|Baker|Chen|Natarajan|example\.test|555 010" "$T/anh/breaks.json")" "0"
+check "hashed: no plain names in report.md" "$(grep -c -E "Lopez|Rivera|Baker|Chen|Natarajan" "$T/anh/report.md")" "0"
+check "hashed: person label is a hash" "$(jq -r '.breaks[] | select(.type=="signed_up_unpaid") | .items[0].person' "$T/anh/breaks.json" | cut -c1-2)" "h:"
+
+# 7. Partial data: notes say which checks could not run
+mkdir -p "$T/partial"; cp "$T/ingest/square-transactions.json" "$T/ingest/square-customers.json" "$T/partial/"
+POUT="$(bash "$EXEC" --in "$T/partial")"
+check "partial: exits 0" "$?" "0"
+check "partial: roster check skipped with a note" "$(printf '%s' "$POUT" | jq -r '.notes | map(select(test("paid but not listed"))) | length')" "1"
+check "partial: mailing-list check skipped with a note" "$(printf '%s' "$POUT" | jq -r '.notes | map(select(test("mailing list"))) | length')" "1"
+check "partial: paid_not_listed stays 0" "$(printf '%s' "$POUT" | jq -r '.breaks[] | select(.type=="paid_not_listed") | .count')" "0"
+check "single file input works" "$(bash "$EXEC" --in "$T/ingest/quickbooks-invoices.json" --as-of 2026-10-26 | jq -r '.breaks[] | select(.type=="overdue_invoices") | .count')" "2"
+
+# 8. JSON input
+JOUT="$(bash "$EXEC" "{\"in\":\"$T/ingest\",\"out\":\"$T/json\",\"asOf\":\"2026-10-26\",\"assume\":{\"lapsedDays\":30}}")"
+check "json input: as-of" "$(printf '%s' "$JOUT" | jq -r '.asOf')" "2026-10-26"
+check "json input: assumption" "$(jq -r '.assumptions.lapsedDays' "$T/json/breaks.json")" "30"
+check "json input: out written" "$([ -f "$T/json/report.md" ] && echo yes || echo no)" "yes"
+
+# 9. Errors
+bash "$EXEC" --in "$T/nope" >/dev/null 2>&1; check "missing input exits 2" "$?" "2"
+mkdir -p "$T/empty"; bash "$EXEC" --in "$T/empty" >/dev/null 2>&1; check "empty folder exits 2" "$?" "2"
+bash "$EXEC" >/dev/null 2>&1; check "no args exits 1" "$?" "1"
+bash "$EXEC" --in "$T/ingest" --as-of 10/26/2026 >/dev/null 2>&1; check "bad as-of exits 1" "$?" "1"
+bash "$EXEC" --in "$T/ingest" --assume nope=3 >/dev/null 2>&1; check "unknown assumption exits 1" "$?" "1"
+bash "$EXEC" --in "$T/ingest" --assume hourlyValue=lots >/dev/null 2>&1; check "non-number assumption exits 1" "$?" "1"
+printf 'not json' > "$T/ingest/broken.json"
+BOUT="$(bash "$EXEC" --in "$T/ingest")"; RC=$?
+check "unreadable file → exit 2 but the rest is analysed" "$RC" "2"
+check "  problem named" "$(printf '%s' "$BOUT" | jq -r '.problems[0]' | cut -c1-11)" "broken.json"
+check "  breaks still computed" "$(printf '%s' "$BOUT" | jq -r '.people')" "8"
+
+echo "checkup-analyse: $PASS passed, $FAIL failed"
+[ "$FAIL" -eq 0 ]

package/config/skills/agent/ingest-exports/SKILL.md

@@ -0,0 +1,97 @@
+---
+name: Ingest Exports
+description: Load CSV exports from the tools a small business already uses (Square, QuickBooks, Mailchimp, Jotform, Jackrabbit, Mindbody, Calendly, Stripe) into one common schema (contact / booking / payment / invoice) with the original columns kept, and report rows and date range per file. Unknown CSVs still load with a "could not map" note. --hash-names keeps people's names, emails and phones out of what you store.
+version: 1.0.0
+category: analysis
+skillType: claude-skill
+assignableRoles:
+  - "*"
+triggers:
+  - ingest exports
+  - load csv export
+  - import csv
+  - square export
+  - quickbooks export
+  - mailchimp export
+  - jotform export
+  - check-up data
+tags:
+  - csv
+  - export
+  - check-up
+  - small-business
+  - square
+  - quickbooks
+  - mailchimp
+  - jotform
+execution:
+  type: script
+  script:
+    file: execute.sh
+    interpreter: bash
+    timeoutMs: 120000
+---
+
+# Ingest Exports
+
+Most tools a small business uses have an **Export to CSV** button even when
+they have no API you can get a key for. This skill is the universal fallback
+of the small-business check-up (crewly#1055): the owner exports, you ingest,
+and every file ends up in the same shape so the analysis does not care where
+it came from.
+
+```bash
+bash execute.sh --in ~/Downloads/exports --out "$CREWLY_HOME/checkup/<customer>" --hash-names
+bash execute.sh --in square-transactions.csv --in invoices.csv --out /tmp/checkup
+bash execute.sh --in exports/ --detect-only          # what is each file? writes nothing
+```
+
+## Getting the files
+
+- **Google Drive** (the usual drop point): `drive-search` for the folder the
+  owner shared, then `drive-read --id <id> --out <path>` per file. Save them
+  into one folder and pass that folder as `--in`.
+- **App form / attachment**: files land under `$CREWLY_HOME/received/`;
+  pass the file paths.
+
+Never ask the owner to paste exported rows into chat.
+
+## What comes out
+
+One JSON line, and under `--out` one `<name>.json` per file plus
+`summary.json`:
+
+```json
+{"success":true,"files":[{"file":"square-transactions.csv","source":"square","kind":"payment","rows":4,
+  "dateRange":{"from":"2026-09-02","to":"2026-09-20"},"unmappedColumns":["Tax","Tip","Card Brand"],"notes":[]}],
+ "totals":{"files":1,"rows":4,"byKind":{"payment":4}}}
+```
+
+Every record has `kind` (`contact`, `booking`, `payment`, `invoice`, or
+`other`), `source`, `file`, `row`, the mapped fields it could fill (`id`,
+`name`, `email`, `phone`, `at`, `dueAt`, `endAt`, `amount`, `balance`,
+`currency`, `status`, `item`, `tags`) and `original` — every exported column
+as it was. Dates are ISO (`2026-09-02` or `2026-09-02T10:14:03`); amounts are
+numbers (`"$1,250.00"` → `1250`).
+
+Recognised exports: Square transactions and customers, QuickBooks Online
+invoice and customer lists, Mailchimp audience, Jotform submissions,
+Jackrabbit enrollments, Mindbody clients, Calendly scheduled events, Stripe
+payments. A file that matches none still loads: `source: "unknown"`,
+`kind: "other"`, records carry `original` only, and `notes` says
+"could not map". Tell the owner which file that was and what tool it came
+from; `--source <name>` forces a known mapping when the headers are close.
+
+## People's data
+
+Children's names, parents' emails and phone numbers are in most of these
+exports. Run with `--hash-names` unless the analysis truly needs the names:
+`name`, `email`, `phone` and every original column that looks personal become
+a short stable hash (`h:3f1a…`), so the same person still counts once across
+files but nobody's name is stored. Report counts, not names, and delete the
+`--out` folder when the check-up ends.
+
+## Report back
+
+Per file, in one line each: tool, kind, rows, date range, and anything in
+`notes`. Then the totals. Say plainly which files could not be mapped.

package/config/skills/agent/ingest-exports/execute.sh

@@ -0,0 +1,35 @@
+#!/bin/bash
+# =============================================================================
+# ingest-exports — load CSV exports from small-business tools (Square,
+# QuickBooks, Mailchimp, Jotform, Jackrabbit, Mindbody, Calendly, Stripe)
+# into one common schema for the small-business check-up (crewly#1061).
+#
+# Usage:
+#   bash execute.sh --in ~/Downloads/exports --out /tmp/checkup            # every .csv in the folder
+#   bash execute.sh --in square.csv --in invoices.csv --out /tmp/checkup --hash-names
+#   bash execute.sh --in exports/ --detect-only                            # say what each file is, write nothing
+#   bash execute.sh '{"in":["exports/"],"out":"/tmp/checkup","hashNames":true}'
+#
+# Output: one JSON line (per-file source, kind, rows, date range, unmapped
+# columns, notes) and, with --out, <name>.json per file + summary.json.
+# Exit 0 = every file loaded, 2 = some file could not be read, 1 = usage.
+# =============================================================================
+set -euo pipefail
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+INGEST="${SCRIPT_DIR}/ingest.mjs"
+
+command -v node >/dev/null 2>&1 || { printf '{"success":false,"error":"node is required but not on PATH"}\n'; exit 1; }
+
+ARGS=()
+if [[ $# -gt 0 && ${1:0:1} == '{' ]]; then
+  command -v jq >/dev/null 2>&1 || { printf '{"success":false,"error":"jq is required to read JSON input"}\n'; exit 1; }
+  while IFS= read -r p; do [ -n "$p" ] && ARGS+=(--in "$p"); done < <(printf '%s' "$1" | jq -r '(.in // .inputs // []) | if type=="string" then [.] else . end | .[]')
+  out=$(printf '%s' "$1" | jq -r '.out // empty'); [ -n "$out" ] && ARGS+=(--out "$out")
+  src=$(printf '%s' "$1" | jq -r '.source // empty'); [ -n "$src" ] && ARGS+=(--source "$src")
+  [ "$(printf '%s' "$1" | jq -r '.hashNames // false')" = "true" ] && ARGS+=(--hash-names)
+  [ "$(printf '%s' "$1" | jq -r '.detectOnly // false')" = "true" ] && ARGS+=(--detect-only)
+  shift
+fi
+ARGS+=("$@")
+
+exec node "$INGEST" ${ARGS[@]+"${ARGS[@]}"}

package/config/skills/agent/ingest-exports/execute.test.sh

@@ -0,0 +1,82 @@
+#!/bin/bash
+# Tests for ingest-exports — run with: bash execute.test.sh
+# Offline: fixture CSVs only. Needs node (and jq for the JSON-input case).
+set -u
+HERE="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+EXEC="$HERE/execute.sh"
+FX="$HERE/fixtures"
+PASS=0; FAIL=0
+check() {
+  local name="$1"; local got="$2"; local want="$3"
+  if [ "$got" = "$want" ]; then PASS=$((PASS+1)); else FAIL=$((FAIL+1)); echo "FAIL: $name"; echo "  want: $want"; echo "  got:  $got"; fi
+}
+T="$(mktemp -d)"; trap 'rm -rf "$T"' EXIT
+
+# 1. Every fixture is recognised as the right tool and kind
+OUT="$(bash "$EXEC" --in "$FX" --out "$T/all")"; RC=$?
+check "folder ingest exits 0" "$RC" "0"
+check "7 files loaded" "$(printf '%s' "$OUT" | jq -r '.totals.files')" "7"
+for spec in "square-transactions.csv square payment 4" "square-customers.csv square contact 3" "quickbooks-invoices.csv quickbooks invoice 3" \
+            "mailchimp-audience.csv mailchimp contact 2" "jotform-submissions.csv jotform booking 3" "jackrabbit-enrollments.csv jackrabbit booking 3" \
+            "unknown-report.csv unknown other 3"; do
+  set -- $spec
+  check "$1 source" "$(printf '%s' "$OUT" | jq -r --arg f "$1" '.files[] | select(.file==$f) | .source')" "$2"
+  check "$1 kind" "$(printf '%s' "$OUT" | jq -r --arg f "$1" '.files[] | select(.file==$f) | .kind')" "$3"
+  check "$1 rows" "$(printf '%s' "$OUT" | jq -r --arg f "$1" '.files[] | select(.file==$f) | .rows')" "$4"
+  check "$1 output file exists" "$([ -f "$T/all/${1%.csv}.json" ] && echo yes || echo no)" "yes"
+done
+check "summary.json written" "$([ -f "$T/all/summary.json" ] && echo yes || echo no)" "yes"
+check "totals.rows" "$(printf '%s' "$OUT" | jq -r '.totals.rows')" "21"
+
+# 2. Date ranges and value normalisation
+check "square date range" "$(printf '%s' "$OUT" | jq -c '.files[] | select(.file=="square-transactions.csv") | .dateRange')" '{"from":"2026-09-02","to":"2026-09-20"}'
+check "quickbooks US dates → ISO" "$(jq -r '.records[0].at' "$T/all/quickbooks-invoices.json")" "2026-09-01"
+check "quickbooks amount with thousands" "$(jq -r '.records[0].amount' "$T/all/quickbooks-invoices.json")" "1250"
+check "quickbooks paid status from open balance" "$(jq -r '.records[1].status' "$T/all/quickbooks-invoices.json")" "paid"
+check "quickbooks due date" "$(jq -r '.records[2].dueAt' "$T/all/quickbooks-invoices.json")" "2026-10-15"
+check "square time joined to date" "$(jq -r '.records[0].at' "$T/all/square-transactions.json")" "2026-09-02T10:14:03"
+check "square total collected" "$(jq -r '.records[1].amount' "$T/all/square-transactions.json")" "117.45"
+check "square refunded status" "$(jq -r '.records[2].status' "$T/all/square-transactions.json")" "refunded"
+check "square customer name joined" "$(jq -r '.records[0].name' "$T/all/square-customers.json")" "Maria Lopez"
+check "mailchimp tags split" "$(jq -c '.records[0].tags' "$T/all/mailchimp-audience.json")" '["parent","pottery"]'
+check "jotform parent name" "$(jq -r '.records[0].name' "$T/all/jotform-submissions.json")" "Alex Rivera"
+check "jotform class as item" "$(jq -r '.records[0].item' "$T/all/jotform-submissions.json")" "Kids Pottery"
+check "jackrabbit dropped status" "$(jq -r '.records[2].status' "$T/all/jackrabbit-enrollments.json")" "dropped"
+check "jackrabbit enrolled status" "$(jq -r '.records[0].status' "$T/all/jackrabbit-enrollments.json")" "enrolled"
+check "jackrabbit end date" "$(jq -r '.records[2].endAt' "$T/all/jackrabbit-enrollments.json")" "2026-09-22"
+
+# 3. Unknown CSV: original columns kept, note says could not map, quoted field intact
+check "unknown note" "$(printf '%s' "$OUT" | jq -r '.files[] | select(.file=="unknown-report.csv") | .notes[0]' | cut -c1-13)" "could not map"
+check "unknown keeps original columns" "$(jq -c '.records[0].original' "$T/all/unknown-report.json")" '{"Widget":"Spinner","Colour":"Blue","Units":"12","Notes":"Back-ordered, \"rush\""}'
+check "unknown has no mapped name" "$(jq -r '.records[0] | has("name")' "$T/all/unknown-report.json")" "false"
+check "unknown unmapped columns = all" "$(printf '%s' "$OUT" | jq -c '.files[] | select(.file=="unknown-report.csv") | .unmappedColumns')" '["Widget","Colour","Units","Notes"]'
+
+# 4. --hash-names: no plain name/email/phone anywhere in the output
+HOUT="$(bash "$EXEC" --in "$FX/jotform-submissions.csv" --in "$FX/jackrabbit-enrollments.csv" --out "$T/hashed" --hash-names)"
+check "hashed flag in summary" "$(printf '%s' "$HOUT" | jq -r '.namesHashed')" "true"
+check "no plain names in hashed jotform" "$(grep -c -E "Rivera|Natarajan|Baker|example\.test|555 010" "$T/hashed/jotform-submissions.json")" "0"
+check "no plain names in hashed jackrabbit" "$(grep -c -E "Lopez|Rivera|Natarajan|example\.test" "$T/hashed/jackrabbit-enrollments.json")" "0"
+check "hashed name has h: prefix" "$(jq -r '.records[0].name' "$T/hashed/jotform-submissions.json" | cut -c1-2)" "h:"
+check "same person hashes the same across files" "$(jq -r '.records[0].email' "$T/hashed/jotform-submissions.json")" "$(jq -r '.records[1].email' "$T/hashed/jackrabbit-enrollments.json")"
+check "child age kept (not personal)" "$(jq -r '.records[0].original["Child'"'"'s Age"]' "$T/hashed/jotform-submissions.json")" "7"
+check "child name hashed" "$(jq -r '.records[0].original["Child'"'"'s Name"]' "$T/hashed/jotform-submissions.json" | cut -c1-2)" "h:"
+check "rows unchanged by hashing" "$(printf '%s' "$HOUT" | jq -r '.totals.rows')" "6"
+
+# 5. --detect-only writes nothing; JSON input form; missing file → exit 2
+DOUT="$(bash "$EXEC" --in "$FX/square-customers.csv" --detect-only)"
+check "detect-only source" "$(printf '%s' "$DOUT" | jq -r '.files[0].source')" "square"
+check "detect-only has no out" "$(printf '%s' "$DOUT" | jq -r '.out')" "null"
+JOUT="$(bash "$EXEC" "{\"in\":[\"$FX/mailchimp-audience.csv\"],\"out\":\"$T/json\",\"hashNames\":true}")"
+check "json input works" "$(printf '%s' "$JOUT" | jq -r '.files[0].kind + " " + (.namesHashed|tostring)')" "contact true"
+MOUT="$(bash "$EXEC" --in "$T/nope.csv" --in "$FX/unknown-report.csv" --out "$T/miss")"; RC=$?
+check "missing file exits 2" "$RC" "2"
+check "missing file reported, other loaded" "$(printf '%s' "$MOUT" | jq -r '(.files[0].error) + "/" + (.totals.files|tostring)')" "not found/1"
+UOUT="$(bash "$EXEC" --out "$T/u" 2>/dev/null)"; RC=$?
+check "no --in is a usage error" "$RC" "1"
+
+# 6. --source forces a known mapping only when the headers fit
+SOUT="$(bash "$EXEC" --in "$FX/unknown-report.csv" --out "$T/forced" --source square)"
+check "--source cannot force square onto unrelated headers" "$(printf '%s' "$SOUT" | jq -r '.files[0].source')" "unknown"
+
+echo "ingest-exports: $PASS passed, $FAIL failed"
+[ "$FAIL" -eq 0 ]

package/config/skills/agent/ingest-exports/fixtures/jackrabbit-enrollments.csv

@@ -0,0 +1,4 @@
+Family,Student First Name,Student Last Name,Student Birth Date,Class,Session,Enroll Date,Drop Date,Tuition Fee,Primary Contact Email
+Lopez,Sofia,Lopez,2018-04-12,Kids Pottery Sat 10am,Fall 2026,2026-08-28,,180.00,maria@example.test
+Rivera,Sam,Rivera,2019-02-03,Kids Pottery Sat 10am,Fall 2026,2026-09-10,,180.00,alex@example.test
+Natarajan,Anika,Natarajan,2017-07-21,Teen Wheel Tue 4pm,Fall 2026,2026-09-01,2026-09-22,220.00,priya@example.test

package/config/skills/agent/ingest-exports/fixtures/jotform-submissions.csv

@@ -0,0 +1,4 @@
+Submission Date,Submission ID,Parent Name,Child's Name,Child's Age,Email,Phone Number,Which class?,Preferred day,Anything we should know?
+2026-09-08 14:22:10,6012345678901234567,Alex Rivera,Sam Rivera,7,alex@example.test,+1 555 010 1003,Kids Pottery,Saturday,Allergic to peanuts
+2026-09-09 08:05:44,6012345678901234568,Priya Natarajan,Anika Natarajan,9,priya@example.test,,Teen Wheel,Tuesday,
+2026-09-12 19:47:02,6012345678901234569,Tom Baker,Lily Baker,5,tom@example.test,+1 555 010 1004,Parent & Me,Sunday,First time

package/config/skills/agent/ingest-exports/fixtures/mailchimp-audience.csv

@@ -0,0 +1,3 @@
+Email Address,First Name,Last Name,Address,Phone Number,MEMBER_RATING,OPTIN_TIME,OPTIN_IP,CONFIRM_TIME,CONFIRM_IP,LATITUDE,LONGITUDE,GMTOFF,DSTOFF,TIMEZONE,CC,REGION,LAST_CHANGED,LEID,EUID,NOTES,TAGS
+maria@example.test,Maria,Lopez,"12 Elm St, Oakland, CA 94601",+1 555 010 1001,4,2025-11-02 18:04:11,,2025-11-02 18:05:02,,,,,,,,,2026-08-01 09:00:00,100001,abc001,,"parent,pottery"
+tom@example.test,Tom,Baker,,,2,2026-02-14 10:00:00,,2026-02-14 10:01:00,,,,,,,,,2026-02-14 10:01:00,100002,abc002,,newsletter

package/config/skills/agent/ingest-exports/fixtures/quickbooks-invoices.csv

@@ -0,0 +1,4 @@
+Date,Transaction Type,Num,Customer,Memo/Description,Due Date,Amount,Open Balance
+09/01/2026,Invoice,1042,Harbor Dental,September cleaning contract,09/30/2026,"1,250.00","1,250.00"
+09/03/2026,Invoice,1043,Oak Street Cafe,Menu design,10/03/2026,380.00,0.00
+09/15/2026,Invoice,1044,Greenline Movers,Website copy,10/15/2026,"2,140.50","2,140.50"

package/config/skills/agent/ingest-exports/fixtures/square-customers.csv

@@ -0,0 +1,4 @@
+First Name,Last Name,Company Name,Email Address,Phone Number,Street Address 1,City,State,Postal Code,Creation Source,First Visit,Last Visit,Transaction Count,Total Spend,Reference ID
+Maria,Lopez,,maria@example.test,+1 555 010 1001,12 Elm St,Oakland,CA,94601,Directory,2025-11-02,2026-09-11,6,$284.00,
+Daniel,Chen,Chen Family,daniel@example.test,+1 555 010 1002,,Oakland,CA,94602,Instant Profile,2026-09-05,2026-09-05,1,$117.45,
+Priya,Natarajan,,priya@example.test,,,Berkeley,CA,94704,Directory,2026-03-14,2026-08-30,3,$135.00,REF-77

package/config/skills/agent/ingest-exports/fixtures/square-transactions.csv

@@ -0,0 +1,5 @@
+Date,Time,Time Zone,Gross Sales,Discounts,Net Sales,Tax,Tip,Total Collected,Payment ID,Card Brand,PAN Suffix,Customer Name,Customer Email,Description,Transaction ID,Payment Status
+2026-09-02,10:14:03,America/Los_Angeles,$45.00,$0.00,$45.00,$3.94,$5.00,$53.94,PAY-1001,Visa,4242,Maria Lopez,maria@example.test,"Kids Pottery, Saturday",TX-9001,Completed
+2026-09-05,16:40:11,America/Los_Angeles,$120.00,$12.00,$108.00,$9.45,$0.00,$117.45,PAY-1002,Mastercard,1881,Daniel Chen,daniel@example.test,"Birthday Party Deposit",TX-9002,Completed
+2026-09-11,09:02:45,America/Los_Angeles,$45.00,$0.00,$45.00,$3.94,$0.00,$48.94,PAY-1003,Visa,4242,Maria Lopez,maria@example.test,"Kids Pottery, Saturday",TX-9003,Refunded
+2026-09-20,13:25:00,America/Los_Angeles,$30.00,$0.00,$30.00,$2.63,$2.00,$34.63,PAY-1004,Amex,0005,,,"Walk-in clay bar",TX-9004,Completed

package/config/skills/agent/ingest-exports/fixtures/unknown-report.csv

@@ -0,0 +1,4 @@
+Widget,Colour,Units,Notes
+Spinner,Blue,12,"Back-ordered, ""rush"""
+Spinner,Red,3,
+Cube,Green,40,