lean-claudient-core 0.1.0

package/dist/automation/crmExport.js

@@ -0,0 +1,282 @@
+/**
+ * CRM Export Integration
+ * Export sales-ready leads to Salesforce/HubSpot via Composio
+ * Queues actions with human approval gates (Phase 7C)
+ * Phase 8C Task 9
+ */
+import { v4 as uuidv4 } from 'uuid';
+import { AuditLogger } from '../core/auditLogger.js';
+import ComposioClient from './composioClient.js';
+/**
+ * CRM Exporter: Manages lead export to CRM systems
+ */
+export class CRMExporter {
+    constructor(composioApiKey, crmConfig) {
+        this.exportHistory = new Map();
+        this.auditLogger = new AuditLogger();
+        this.crmConfig = crmConfig;
+        if (composioApiKey) {
+            this.composioClient = new ComposioClient({
+                apiKey: composioApiKey,
+                baseUrl: 'https://api.composio.dev/api/v1',
+            });
+        }
+    }
+    /**
+     * Set CRM configuration
+     */
+    setCRMConfig(config) {
+        this.crmConfig = config;
+    }
+    /**
+     * Export a single lead to CRM
+     */
+    async exportLead(enrichedLead, projection, crmConfig) {
+        const config = crmConfig || this.crmConfig;
+        if (!config) {
+            throw new Error('CRM configuration not set');
+        }
+        const exportId = uuidv4();
+        // Validate lead is sales-ready (score >= 75 required)
+        if (enrichedLead.score < 75) {
+            this.auditLogger.log({
+                event: 'export:validation_failed',
+                leadId: enrichedLead.id,
+                reason: 'Lead not sales-ready (score < 75)',
+            });
+            throw new Error(`Lead ${enrichedLead.id} is not sales-ready`);
+        }
+        // Format opportunity based on CRM system
+        let opportunity;
+        if (config.system === 'salesforce') {
+            opportunity = this.formatForSalesforce(enrichedLead, projection);
+        }
+        else if (config.system === 'hubspot') {
+            opportunity = this.formatForHubSpot(enrichedLead, projection);
+        }
+        else {
+            throw new Error(`Unsupported CRM system: ${config.system}`);
+        }
+        // Redact sensitive data
+        this.redactSensitiveData(opportunity);
+        const historyEntry = {
+            id: exportId,
+            leadId: enrichedLead.id,
+            crmSystem: config.system,
+            status: 'queued',
+            exportedAt: new Date().toISOString(),
+        };
+        this.exportHistory.set(exportId, historyEntry);
+        this.auditLogger.log({
+            event: 'export:queued',
+            exportId,
+            leadId: enrichedLead.id,
+            crmSystem: config.system,
+        });
+        // Queue action via Composio (no autonomous execution)
+        if (this.composioClient) {
+            try {
+                const actionResult = await this.queueComposioAction(config.system, config.workspaceId, opportunity);
+                historyEntry.recordId = actionResult.recordId;
+                historyEntry.status = 'approved';
+                historyEntry.approvedAt = new Date().toISOString();
+                this.auditLogger.log({
+                    event: 'export:approved',
+                    exportId,
+                    leadId: enrichedLead.id,
+                    recordId: actionResult.recordId,
+                });
+            }
+            catch (error) {
+                const errorMsg = error instanceof Error ? error.message : String(error);
+                historyEntry.status = 'failed';
+                historyEntry.error = errorMsg;
+                this.auditLogger.log({
+                    event: 'export:failed',
+                    exportId,
+                    leadId: enrichedLead.id,
+                    error: errorMsg,
+                });
+                throw error;
+            }
+        }
+        else {
+            this.auditLogger.log({
+                event: 'export:no_composio',
+                exportId,
+                leadId: enrichedLead.id,
+                message: 'Composio client not configured - action queued for manual execution',
+            });
+        }
+        return historyEntry;
+    }
+    /**
+     * Export multiple sales-ready leads
+     */
+    async exportSalesReadyLeads(enrichedLeads, projections, crmConfig) {
+        const results = [];
+        for (const lead of enrichedLeads) {
+            try {
+                const projection = projections?.get(lead.id);
+                const entry = await this.exportLead(lead, projection, crmConfig);
+                results.push(entry);
+            }
+            catch (error) {
+                this.auditLogger.log({
+                    event: 'export:batch_error',
+                    leadId: lead.id,
+                    error: String(error),
+                });
+                // Continue with next lead
+            }
+        }
+        return results;
+    }
+    /**
+     * Format lead as Salesforce Opportunity
+     */
+    formatForSalesforce(enrichedLead, projection) {
+        const opportunity = {
+            id: uuidv4(),
+            name: `${enrichedLead.name} - ${enrichedLead.company || 'Prospect'}`,
+            accountName: enrichedLead.company || enrichedLead.name,
+            value: projection?.projectedRevenue || enrichedLead.score * 500,
+            probability: (enrichedLead.score / 100) * 0.8, // 80% max confidence
+            stage: 'Prospecting',
+            closeDate: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString().split('T')[0],
+            description: `Lead from market intelligence pipeline.\nIndustry: ${enrichedLead.industry || 'Unknown'}\nPain Point: ${enrichedLead.pain_point || 'TBD'}\nQuality Score: ${enrichedLead.score}%`,
+            metadata: {
+                leadScore: enrichedLead.score,
+                signalCount: enrichedLead.signalCount,
+                threatLevel: enrichedLead.threatLevel,
+                sources: enrichedLead.source ? [enrichedLead.source] : [],
+                enrichedAt: enrichedLead.enrichedAt || new Date().toISOString(),
+            },
+        };
+        return opportunity;
+    }
+    /**
+     * Format lead as HubSpot Deal
+     */
+    formatForHubSpot(enrichedLead, projection) {
+        const opportunity = {
+            id: uuidv4(),
+            name: `${enrichedLead.name} - ${enrichedLead.company || 'Prospect'}`,
+            accountName: enrichedLead.company || enrichedLead.name,
+            value: projection?.projectedRevenue || enrichedLead.score * 500,
+            probability: (enrichedLead.score / 100) * 0.75, // 75% max confidence
+            stage: 'Negotiation/Review',
+            closeDate: new Date(Date.now() + 21 * 24 * 60 * 60 * 1000).toISOString().split('T')[0],
+            description: `Lead from market intelligence pipeline.\nIndustry: ${enrichedLead.industry || 'Unknown'}\nPain Point: ${enrichedLead.pain_point || 'TBD'}\nQuality Score: ${enrichedLead.score}%`,
+            metadata: {
+                leadScore: enrichedLead.score,
+                signalCount: enrichedLead.signalCount,
+                threatLevel: enrichedLead.threatLevel,
+                sources: enrichedLead.source ? [enrichedLead.source] : [],
+                enrichedAt: enrichedLead.enrichedAt || new Date().toISOString(),
+            },
+        };
+        return opportunity;
+    }
+    /**
+     * Redact sensitive data before export
+     */
+    redactSensitiveData(opportunity) {
+        // Remove internal metadata that shouldn't go to CRM
+        if (opportunity.metadata) {
+            delete opportunity.metadata.internalRiskFlags;
+            delete opportunity.metadata.internalConfidenceDetails;
+        }
+        // Ensure PII is minimal
+        if (opportunity.description) {
+            // Remove email patterns
+            opportunity.description = opportunity.description.replace(/[\w\.-]+@[\w\.-]+\.\w+/g, '[EMAIL_REDACTED]');
+        }
+    }
+    /**
+     * Queue a Composio action
+     */
+    async queueComposioAction(crmSystem, workspaceId, opportunity) {
+        if (!this.composioClient) {
+            throw new Error('Composio client not configured');
+        }
+        // Map CRM system to Composio actions
+        const actionMap = {
+            salesforce: 'salesforce.create_opportunity',
+            hubspot: 'hubspot.create_deal',
+        };
+        const action = actionMap[crmSystem];
+        if (!action) {
+            throw new Error(`No Composio action mapping for ${crmSystem}`);
+        }
+        // Queue action via Composio (returns immediately, no execution)
+        const result = await this.composioClient.execute(action, {
+            workspace_id: workspaceId,
+            name: opportunity.name,
+            value: opportunity.value,
+            probability: opportunity.probability,
+            stage: opportunity.stage,
+            close_date: opportunity.closeDate,
+            description: opportunity.description,
+            metadata: JSON.stringify(opportunity.metadata),
+        }, { require_approval: true } // Human gate enforced
+        );
+        return {
+            recordId: result.id || uuidv4(),
+        };
+    }
+    /**
+     * Get export history
+     */
+    getExportHistory(filter) {
+        let entries = Array.from(this.exportHistory.values());
+        if (filter?.leadId) {
+            entries = entries.filter((e) => e.leadId === filter.leadId);
+        }
+        if (filter?.crmSystem) {
+            entries = entries.filter((e) => e.crmSystem === filter.crmSystem);
+        }
+        if (filter?.status) {
+            entries = entries.filter((e) => e.status === filter.status);
+        }
+        return entries.sort((a, b) => new Date(b.exportedAt).getTime() - new Date(a.exportedAt).getTime());
+    }
+    /**
+     * Get export status by ID
+     */
+    getExportStatus(exportId) {
+        return this.exportHistory.get(exportId);
+    }
+    /**
+     * Mark export as executed
+     */
+    async markExecuted(exportId) {
+        const entry = this.exportHistory.get(exportId);
+        if (!entry) {
+            throw new Error(`Export not found: ${exportId}`);
+        }
+        entry.status = 'executed';
+        entry.executedAt = new Date().toISOString();
+        this.auditLogger.log({
+            event: 'export:executed',
+            exportId,
+            leadId: entry.leadId,
+            recordId: entry.recordId,
+        });
+    }
+    /**
+     * Get statistics
+     */
+    getStats() {
+        const entries = Array.from(this.exportHistory.values());
+        return {
+            total: entries.length,
+            queued: entries.filter((e) => e.status === 'queued').length,
+            approved: entries.filter((e) => e.status === 'approved').length,
+            executed: entries.filter((e) => e.status === 'executed').length,
+            failed: entries.filter((e) => e.status === 'failed').length,
+        };
+    }
+}
+export default CRMExporter;
+//# sourceMappingURL=crmExport.js.map

package/dist/automation/crmExport.js.map

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package/dist/automation/crmIntegration.d.ts

@@ -0,0 +1,83 @@
+/**
+ * CRM Integration via Composio
+ * Support for Salesforce and HubSpot.
+ * Auto-create and score leads based on market intelligence findings.
+ */
+import ComposioClient from './composioClient.js';
+export type CRMPlatform = 'salesforce' | 'hubspot';
+export interface CRMLead {
+    name: string;
+    email: string;
+    company: string;
+    industry?: string;
+    painPoint: string;
+    source: string;
+    signalStrength: number;
+    customFields?: Record<string, any>;
+}
+interface CRMLeadResponse {
+    leadId: string;
+    name: string;
+    company: string;
+    score: number;
+    status: 'created' | 'updated';
+    timestamp: string;
+}
+/**
+ * CRM integration for automated lead creation and management
+ */
+export declare class CRMIntegration {
+    private composio;
+    private platform;
+    private scoreWeights;
+    constructor(composio: ComposioClient, platform?: CRMPlatform);
+    /**
+     * Create a new lead in CRM
+     * Auto-scores based on signal strength and context
+     */
+    createLead(lead: CRMLead): Promise<CRMLeadResponse>;
+    /**
+     * Calculate lead score based on signals and context
+     */
+    private calculateScore;
+    /**
+     * Estimate company size from company name (rough heuristic)
+     */
+    private estimateCompanySize;
+    /**
+     * Extract urgency score from pain point text
+     */
+    private extractUrgency;
+    /**
+     * Format lead data for specific CRM platform
+     */
+    private formatLeadPayload;
+    /**
+     * Convert numeric score to HubSpot/Salesforce rating
+     */
+    private scoreToRating;
+    /**
+     * Batch create multiple leads
+     */
+    createLeadsBatch(leads: CRMLead[]): Promise<CRMLeadResponse[]>;
+    /**
+     * Get lead details
+     */
+    getLead(leadId: string): Promise<any>;
+    /**
+     * Update lead status
+     */
+    updateLeadStatus(leadId: string, status: string): Promise<{
+        success: boolean;
+    }>;
+    /**
+     * Switch CRM platform
+     */
+    switchPlatform(platform: CRMPlatform): void;
+    /**
+     * Get current platform
+     */
+    getPlatform(): CRMPlatform;
+}
+export default CRMIntegration;
+//# sourceMappingURL=crmIntegration.d.ts.map

package/dist/automation/crmIntegration.d.ts.map

@@ -0,0 +1 @@
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package/dist/automation/crmIntegration.js

@@ -0,0 +1,207 @@
+/**
+ * CRM Integration via Composio
+ * Support for Salesforce and HubSpot.
+ * Auto-create and score leads based on market intelligence findings.
+ */
+/**
+ * CRM integration for automated lead creation and management
+ */
+export class CRMIntegration {
+    constructor(composio, platform = 'salesforce') {
+        // Signal weights for auto-scoring (0-100)
+        this.scoreWeights = {
+            signalStrength: 0.4, // 40% weight on provided signal strength
+            companySize: 0.2, // 20% for company scale
+            industryFit: 0.2, // 20% for industry relevance
+            urgency: 0.2 // 20% for urgency indicators
+        };
+        this.composio = composio;
+        this.platform = platform;
+    }
+    /**
+     * Create a new lead in CRM
+     * Auto-scores based on signal strength and context
+     */
+    async createLead(lead) {
+        const score = this.calculateScore(lead);
+        const endpoint = `/integrations/${this.platform}/leads`;
+        const payload = this.formatLeadPayload(lead, score);
+        try {
+            const response = await this.composio.request(endpoint, 'POST', payload);
+            return {
+                leadId: response.id || response.leadId,
+                name: lead.name,
+                company: lead.company,
+                score: score.totalScore,
+                status: response.isNew ? 'created' : 'updated',
+                timestamp: new Date().toISOString()
+            };
+        }
+        catch (error) {
+            throw new Error(`Failed to create lead in ${this.platform}: ${error.message}`);
+        }
+    }
+    /**
+     * Calculate lead score based on signals and context
+     */
+    calculateScore(lead) {
+        const signals = {};
+        // Signal strength (0-100)
+        signals.signalStrength = lead.signalStrength;
+        // Company size multiplier (rough estimation from company name patterns)
+        signals.companySize = this.estimateCompanySize(lead.company);
+        // Industry relevance (if known)
+        signals.industryFit = lead.industry ? 75 : 50;
+        // Urgency from pain point keywords
+        signals.urgency = this.extractUrgency(lead.painPoint);
+        // Calculate weighted total
+        const baseScore = 50; // Start at 50
+        let totalScore = baseScore;
+        for (const [key, weight] of Object.entries(this.scoreWeights)) {
+            const signalKey = key.replace(/([A-Z])/g, '_$1').toLowerCase().substring(1); // camelCase to snake_case
+            if (signalKey in signals) {
+                totalScore += (signals[signalKey] * weight) - 50 * weight;
+            }
+        }
+        return {
+            baseScore,
+            signals,
+            totalScore: Math.min(100, Math.max(0, Math.round(totalScore)))
+        };
+    }
+    /**
+     * Estimate company size from company name (rough heuristic)
+     */
+    estimateCompanySize(companyName) {
+        const enterprise = ['Inc', 'Corp', 'Inc.', 'Corp.', 'Ltd'];
+        const startup = ['Startup', 'Labs', 'AI', 'io'];
+        const isEnterprise = enterprise.some(e => companyName.includes(e));
+        const isStartup = startup.some(s => companyName.includes(s));
+        if (isEnterprise)
+            return 80;
+        if (isStartup)
+            return 60;
+        return 50;
+    }
+    /**
+     * Extract urgency score from pain point text
+     */
+    extractUrgency(painPoint) {
+        const urgentKeywords = [
+            'critical', 'urgent', 'breaking', 'crisis', 'emergency',
+            'costly', 'revenue', 'security', 'compliance', 'legal'
+        ];
+        const matchCount = urgentKeywords.filter(kw => painPoint.toLowerCase().includes(kw)).length;
+        return Math.min(100, 50 + matchCount * 10);
+    }
+    /**
+     * Format lead data for specific CRM platform
+     */
+    formatLeadPayload(lead, score) {
+        if (this.platform === 'salesforce') {
+            return {
+                FirstName: lead.name.split(' ')[0],
+                LastName: lead.name.split(' ').slice(1).join(' ') || 'Lead',
+                Email: lead.email,
+                Company: lead.company,
+                Industry: lead.industry || 'Technology',
+                Description: lead.painPoint,
+                LeadSource: lead.source,
+                Rating: this.scoreToRating(score.totalScore),
+                Lean_Claudient_Score__c: score.totalScore,
+                Custom_Fields__c: JSON.stringify(lead.customFields || {}),
+                ...lead.customFields
+            };
+        }
+        else if (this.platform === 'hubspot') {
+            return {
+                properties: [
+                    { name: 'firstname', value: lead.name.split(' ')[0] },
+                    { name: 'lastname', value: lead.name.split(' ').slice(1).join(' ') || 'Lead' },
+                    { name: 'email', value: lead.email },
+                    { name: 'company', value: lead.company },
+                    { name: 'industry', value: lead.industry || 'Technology' },
+                    { name: 'hs_lead_status', value: 'NEW' },
+                    { name: 'notes', value: lead.painPoint },
+                    { name: 'source', value: lead.source },
+                    { name: 'lean_claudient_score', value: score.totalScore.toString() }
+                ]
+            };
+        }
+        throw new Error(`Unsupported CRM platform: ${this.platform}`);
+    }
+    /**
+     * Convert numeric score to HubSpot/Salesforce rating
+     */
+    scoreToRating(score) {
+        if (score >= 80)
+            return 'Hot';
+        if (score >= 60)
+            return 'Warm';
+        if (score >= 40)
+            return 'Cold';
+        return 'Unqualified';
+    }
+    /**
+     * Batch create multiple leads
+     */
+    async createLeadsBatch(leads) {
+        const results = [];
+        for (const lead of leads) {
+            try {
+                const result = await this.createLead(lead);
+                results.push(result);
+            }
+            catch (error) {
+                console.error(`Failed to create lead for ${lead.name}:`, error.message);
+                results.push({
+                    leadId: 'ERROR',
+                    name: lead.name,
+                    company: lead.company,
+                    score: 0,
+                    status: 'created',
+                    timestamp: new Date().toISOString()
+                });
+            }
+        }
+        return results;
+    }
+    /**
+     * Get lead details
+     */
+    async getLead(leadId) {
+        try {
+            const response = await this.composio.request(`/integrations/${this.platform}/leads/${leadId}`);
+            return response;
+        }
+        catch (error) {
+            throw new Error(`Failed to retrieve lead: ${error.message}`);
+        }
+    }
+    /**
+     * Update lead status
+     */
+    async updateLeadStatus(leadId, status) {
+        try {
+            await this.composio.request(`/integrations/${this.platform}/leads/${leadId}`, 'PATCH', { status });
+            return { success: true };
+        }
+        catch (error) {
+            throw new Error(`Failed to update lead: ${error.message}`);
+        }
+    }
+    /**
+     * Switch CRM platform
+     */
+    switchPlatform(platform) {
+        this.platform = platform;
+    }
+    /**
+     * Get current platform
+     */
+    getPlatform() {
+        return this.platform;
+    }
+}
+export default CRMIntegration;
+//# sourceMappingURL=crmIntegration.js.map

package/dist/automation/crmIntegration.js.map

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package/dist/automation/gmailIntegration.d.ts

@@ -0,0 +1,73 @@
+/**
+ * Gmail Integration via Composio
+ * Draft and send emails with professional templates.
+ * All sends require human approval before execution.
+ */
+import ComposioClient from './composioClient.js';
+interface EmailTemplate {
+    name: string;
+    subject: string;
+    body: string;
+    isHtml: boolean;
+}
+interface DraftEmailResponse {
+    draftId: string;
+    to: string;
+    subject: string;
+    preview: string;
+    threadId?: string;
+}
+interface SendEmailResponse {
+    messageId: string;
+    status: 'sent';
+    timestamp: string;
+}
+/**
+ * Gmail integration for drafting and sending professional emails
+ */
+export declare class GmailIntegration {
+    private composio;
+    private senderEmail;
+    private templates;
+    constructor(composio: ComposioClient, senderEmail: string);
+    /**
+     * Draft an email (saved locally, not sent)
+     * Returns draft ID for human review before sending
+     */
+    draftEmail(to: string, subject: string, body: string, isHtml?: boolean): Promise<DraftEmailResponse>;
+    /**
+     * Draft email from template with variable substitution
+     */
+    draftFromTemplate(templateName: string, to: string, variables: Record<string, string>): Promise<DraftEmailResponse>;
+    /**
+     * Send a previously drafted email
+     * Requires human approval before execution
+     */
+    sendEmail(draftId: string): Promise<SendEmailResponse>;
+    /**
+     * Get draft details for review
+     */
+    getDraftDetails(draftId: string): Promise<{
+        to: string;
+        subject: string;
+        body: string;
+        isHtml: boolean;
+    }>;
+    /**
+     * Send custom email with professional formatting
+     */
+    sendCustomEmail(to: string, subject: string, body: string, isHtml?: boolean): Promise<SendEmailResponse>;
+    /**
+     * Get available templates
+     */
+    getTemplates(): Record<string, {
+        subject: string;
+        preview: string;
+    }>;
+    /**
+     * Register custom template
+     */
+    registerTemplate(name: string, template: EmailTemplate): void;
+}
+export default GmailIntegration;
+//# sourceMappingURL=gmailIntegration.d.ts.map