wanas-zcrm-extractor 1.5.0 → 1.5.2

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package/README.md CHANGED
@@ -1,215 +1,304 @@
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  <p align="center">
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  <a href="https://www.wanasapps.com">
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- <img src="./WanasApps-logo.svg" alt="Wanas Apps Logo" width="320">
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+ <img src="https://cdn.jsdelivr.net/npm/wanas-zcrm-extractor@1.5.2/WanasApps-logo.svg" alt="Wanas Apps" width="300">
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  </a>
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  </p>
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- # Zoho CRM V8 Metadata Extractor (`zcrm`)
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+ <h1 align="center">Zoho CRM V8 Metadata Extractor &nbsp;·&nbsp; <code>zcrm</code></h1>
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- A robust, production-quality CLI utility and local web dashboard designed to authenticate with Zoho CRM (OAuth2 V8 APIs) and extract all metadata, settings, and Deluge scripts into a structured, developer-friendly local directory structure.
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+ <p align="center">
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+ <strong>Authenticate with Zoho CRM (OAuth2 · V8 APIs) and extract your entire org's metadata,<br>
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+ settings, and Deluge scripts into a clean, developer- and AI-friendly local folder.</strong>
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+ </p>
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+
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+ <p align="center">
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+ <a href="https://www.npmjs.com/package/wanas-zcrm-extractor"><img src="https://img.shields.io/npm/v/wanas-zcrm-extractor?style=for-the-badge&logo=npm&color=CB3837&label=npm" alt="npm version"></a>
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+ <a href="https://www.npmjs.com/package/wanas-zcrm-extractor"><img src="https://img.shields.io/npm/dt/wanas-zcrm-extractor?style=for-the-badge&color=28A745&label=downloads" alt="npm downloads"></a>
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+ <img src="https://img.shields.io/node/v/wanas-zcrm-extractor?style=for-the-badge&logo=node.js&logoColor=white&color=339933&label=node" alt="node version">
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+ <img src="https://img.shields.io/npm/l/wanas-zcrm-extractor?style=for-the-badge&color=512BD4&label=license" alt="license">
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+ <img src="https://img.shields.io/badge/Zoho%20CRM-V8%20API-E42527?style=for-the-badge&logo=zoho&logoColor=white" alt="Zoho CRM V8 API">
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+ </p>
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+
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+ <p align="center">
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+ <a href="#-quick-start"><b>Quick Start</b></a> &nbsp;•&nbsp;
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+ <a href="#-key-features"><b>Features</b></a> &nbsp;•&nbsp;
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+ <a href="#-cli-commands-reference"><b>Commands</b></a> &nbsp;•&nbsp;
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+ <a href="#-generated-directory-structure"><b>Output Layout</b></a> &nbsp;•&nbsp;
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+ <a href="#-support--feedback"><b>Support</b></a>
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+ </p>
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+
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+ <p align="center">
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+ <code>zcrm login</code> &nbsp;·&nbsp; <code>zcrm pull</code> &nbsp;·&nbsp; <code>zcrm skill</code> &nbsp;·&nbsp; <code>zcrm audit</code> &nbsp;·&nbsp; <code>zcrm dashboard</code>
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+ </p>
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+
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+ <!-- Read-only callout. Rendered as a bordered box (a single-cell table) so it
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+ works on npm + GitHub, which strip inline CSS / bgcolor styling. -->
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+ <table>
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+ <tr>
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+ <td>
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+
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+ ### ⚠️ Read-only — it never modifies your CRM
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+
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+ `zcrm` is strictly **read-only**: it **never creates, updates, or deletes** anything in Zoho CRM. By **default** it pulls **schema / metadata only** — module and field definitions, layouts, picklists, related lists, tags, profiles, roles, webhooks, org-wide settings, and custom function source code — with **no access to your CRM records**.
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+
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+ Reading actual record data is always **opt-in and explicit**: per-module record *counts* only with `zcrm pull --with-counts` (~50 API credits/module), and audit-log data only via the `zcrm audit` command. Even then, the tool only ever *reads* — it cannot change anything in your CRM.
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+
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+ </td>
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+ </tr>
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+ </table>
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  ---
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- > ### ⚠️ Important: read-only — it never modifies your CRM
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- >
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- > `zcrm` is strictly **read-only**: it **never creates, updates, or deletes** anything in Zoho
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- > CRM. By **default** it pulls **schema/metadata only** — module and field definitions, layouts,
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- > picklists, related lists, tags, profiles, roles, webhooks, org-wide settings, and custom
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- > function source code — with **no access to your CRM records**.
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- >
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- > Reading actual record data is always **opt-in and explicit**: per-module record *counts* only
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- > with `zcrm pull --with-counts` (~50 API credits/module), and audit-log data only via the
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- > `zcrm audit` command. Even then, the tool only ever *reads* — it cannot change anything in your CRM.
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+ ## 🚀 Quick Start
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+
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+ ```bash
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+ # 1. Install globally
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+ npm install -g wanas-zcrm-extractor
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+
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+ # 2. Authenticate (opens your browser for Zoho OAuth)
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+ zcrm login
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+
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+ # 3. Pull all metadata into ./metadata
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+ zcrm pull
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+
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+ # 4. (Optional) Generate an AI-assistant context file for your IDE
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+ zcrm skill
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+ ```
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+
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+ > 💡 Prefer not to install globally? Use `npx wanas-zcrm-extractor <command>` instead.
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  ---
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  ## 🌟 Key Features
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- 1. **Global CLI Wrapper (`zcrm`):** Command-line tools for authentication, data extraction, and starting the local web explorer dashboard.
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- 2. **Standard ZCRM CLI Directory Layout:** Writes module structures, layouts, fields, profiles, and roles in a format fully compatible with standard Zoho CRM developer layouts.
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- 3. **Deluge Script Downloader:** Pulls custom function source codes, organizes them into folders by namespace, and saves them as local Deluge `.ds` files.
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- 4. **Interactive Dashboard:** Launch a premium, glassmorphic dark-theme dashboard to review extracted modules, view field properties, search and filter APIs, and download structured ZIP archives of the exports.
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- 5. **AI Skill Generator (`zcrm skill`):** Generates ready-to-use skill/rules files for Claude Code, Cursor, Windsurf, GitHub Copilot, Cline, Gemini, Codex/AGENTS.md, and plain Markdown so your AI assistant can read the extracted schema and write valid Deluge using exact API names.
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- 6. **Robust Pipeline & Error Handling:**
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- - Concurrent extraction with a configurable, edition-aware cap on simultaneous API calls for fast pulls.
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- - One-way sync: overwrites changed files and removes local metadata deleted on Zoho — without wiping data on a failed run.
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- - Interactive progress indicators showing modules and deluge functions as they download.
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- - Resilient Axios client with auto-refreshing OAuth tokens.
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- - Exponential backoff retry system to handle API rate/concurrency limits (HTTP 429).
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- - Rich console results screen showing execution statistics.
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+ <table>
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+ <tr>
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+ <td width="50%" valign="top">
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+ <h4>🛠️ Global CLI Wrapper (<code>zcrm</code>)</h4>
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+ One binary for authentication, metadata extraction, AI-context generation, audit export, and a local web dashboard.
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+ </td>
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+ <td width="50%" valign="top">
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+ <h4>📁 Standard ZCRM Directory Layout</h4>
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+ Writes modules, layouts, fields, profiles, roles, and settings in a clean, predictable folder structure.
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+ </td>
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+ </tr>
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+ <tr>
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+ <td width="50%" valign="top">
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+ <h4>📜 Deluge Script Downloader</h4>
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+ Pulls custom function source code, organized by namespace, as local, re-indented <code>.ds</code> files.
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+ </td>
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+ <td width="50%" valign="top">
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+ <h4>🤖 AI Skill Generator (<code>zcrm skill</code>)</h4>
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+ One-command context files for Claude Code, Cursor, Windsurf, Copilot, Cline, Gemini, Codex / AGENTS.md, and plain Markdown.
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+ </td>
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+ </tr>
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+ <tr>
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+ <td width="50%" valign="top">
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+ <h4>⚡ Fast, Safe, Concurrent Sync</h4>
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+ Edition-aware parallel pulls, one-way sync (overwrite + remove stale) that never wipes data on a failed run, and 429 backoff.
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+ </td>
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+ <td width="50%" valign="top">
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+ <h4>🖥️ Interactive Web Dashboard</h4>
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+ A premium dark-theme UI to browse modules, inspect fields & picklists, search APIs, and download ZIP archives.
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+ </td>
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+ </tr>
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+ </table>
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  ---
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- ## 🛠️ Installation & Usage Options
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+ ## ⚙️ Installation
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- Because the `npm install` installation process runs non-interactively in the background, npm packages cannot prompt the user to choose between local or global scopes during the download. Instead, you can install the package using either of these two standard methods:
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+ <table>
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+ <tr>
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+ <th>Global <em>(recommended for a CLI)</em></th>
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+ <th>Local <em>(per-project)</em></th>
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+ </tr>
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+ <tr>
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+ <td valign="top">
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- ### Option A: Global Installation (Recommended for CLI tools)
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- Install the utility globally to execute the `zcrm` commands from any directory on your computer:
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  ```bash
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  npm install -g wanas-zcrm-extractor
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- ```
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- *Note: Depending on your system permissions, you may need to run this command as Administrator (Windows) or prefix it with `sudo` (macOS/Linux).*
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- Once installed, use the commands directly:
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- ```bash
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  zcrm login
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  zcrm pull
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  ```
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- ### Option B: Local Installation
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- Install the utility inside a specific workspace directory as a project dependency:
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+ </td>
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+ <td valign="top">
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+
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  ```bash
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  npm install wanas-zcrm-extractor
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- ```
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- Once installed, execute the commands using `npx` (which resolves the binary link inside your local `./node_modules/.bin` folder):
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- ```bash
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+
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  npx zcrm login
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  npx zcrm pull
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  ```
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+ </td>
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+ </tr>
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+ </table>
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+
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+ > *On Windows you may need an **Administrator** terminal; on macOS/Linux you may need `sudo` for a global install.*
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+
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  ---
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  ## 🔑 Setup & Registration
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- To authenticate, you must register a Zoho API Client in the Zoho Developer Console:
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+ To authenticate, register a Zoho API client in the Zoho Developer Console:
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- 1. Visit the [Zoho Developer Console](https://api-console.zoho.com/).
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- 2. Click **Add Client** and select **Server-based Applications**.
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- 3. Configure your application details:
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+ 1. Visit the **[Zoho Developer Console](https://api-console.zoho.com/)**.
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+ 2. Click **Add Client** select **Server-based Applications**.
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+ 3. Configure your application:
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  - **Client Name:** `Zoho CRM Metadata Extractor`
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  - **Homepage URL:** `http://localhost:3000`
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- - **Authorized Redirect URIs:** `http://localhost:3000/zoho/callback` (or your preferred local port redirect URI)
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+ - **Authorized Redirect URI:** `http://localhost:3000/zoho/callback` *(or your preferred local port)*
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  4. Click **Create** to receive your **Client ID** and **Client Secret**.
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  ---
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  ## 🚀 CLI Commands Reference
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159
 
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- ### 1. `zcrm login`
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+ | Command | Purpose |
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+ | :--- | :--- |
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+ | [`zcrm login`](#1-zcrm-login) | Authenticate the CLI with Zoho OAuth2. |
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+ | [`zcrm pull`](#2-zcrm-pull) | Extract & sync all CRM metadata into a local folder. |
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+ | [`zcrm skill`](#6-zcrm-skill) | Generate an AI-assistant context file for your IDE. |
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+ | [`zcrm audit`](#7-zcrm-audit) | Export the CRM audit log (async job). |
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+ | [`zcrm dashboard`](#3-zcrm-dashboard) | Launch the local web explorer dashboard. |
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+ | [`zcrm whoami`](#4-zcrm-whoami) · [`zcrm llm`](#5-zcrm-llm) · [`zcrm logout`](#8-zcrm-logout) | Session info · AI guide · Sign out. |
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+
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+ <br>
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+
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+ <details open>
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+ <summary><h3>1. <code>zcrm login</code></h3></summary>
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+
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  Authenticates the CLI to access your Zoho CRM account.
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175
 
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  ```bash
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177
  zcrm login [options]
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178
  ```
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179
 
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- **Options:**
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- * `--client-id <id>` - Zoho OAuth Client ID.
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- * `--client-secret <secret>` - Zoho OAuth Client Secret.
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- * `--dc <dc>` - Zoho Data Center domain (`com`, `eu`, `in`, `jp`, `com.au`, `com.cn`).
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- * `--redirect-uri <uri>` - Zoho OAuth Redirect URI.
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- * `--refresh-token <token>` - Headless authentication option (bypasses browser authorization).
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-
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- **Examples:**
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- * *Interactive Mode (Prompts for missing details):*
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- ```bash
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- zcrm login
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- ```
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- * *Express Login with Custom Credentials:*
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- ```bash
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- zcrm login --client-id 1000.xxxxxxx --client-secret xxxxxxx --dc com --redirect-uri http://localhost:3000/zoho/callback
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- ```
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- * *Headless Login (For CI/CD or Server Scripts):*
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- ```bash
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- zcrm login --client-id 1000.xxxxxxx --client-secret xxxxxxx --dc com --refresh-token 1000.xxxxxxxxxxxxxxxxx
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- ```
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+ **Options**
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181
 
117
- ---
182
+ | Option | Description |
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+ | :--- | :--- |
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+ | `--client-id <id>` | Zoho OAuth Client ID. |
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+ | `--client-secret <secret>` | Zoho OAuth Client Secret. |
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+ | `--dc <dc>` | Data Center: `com`, `eu`, `in`, `jp`, `com.au`, `com.cn`. |
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+ | `--redirect-uri <uri>` | Zoho OAuth Redirect URI. |
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+ | `--refresh-token <token>` | Headless auth (bypasses the browser flow). |
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+
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+ ```bash
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+ # Interactive (prompts for missing details)
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+ zcrm login
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+
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+ # Express login with explicit credentials
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+ zcrm login --client-id 1000.x --client-secret x --dc com --redirect-uri http://localhost:3000/zoho/callback
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+
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+ # Headless login (CI/CD or servers)
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+ zcrm login --client-id 1000.x --client-secret x --dc com --refresh-token 1000.x
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+ ```
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+ </details>
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+
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+ <br>
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203
 
119
- ### 2. `zcrm pull`
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- Crawls all Zoho CRM endpoints (read-only) to extract metadata schemas and custom function Deluge scripts, and **syncs** them into your local folder.
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+ <details open>
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+ <summary><h3>2. <code>zcrm pull</code></h3></summary>
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+
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+ Crawls all Zoho CRM endpoints (read-only) and **syncs** metadata + Deluge scripts into your local folder.
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208
 
122
209
  ```bash
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210
  zcrm pull [options]
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211
  ```
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212
 
126
- **Options:**
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- * `-o, --output <dir>` - Destination folder path (defaults to `./metadata` in the current working directory).
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- * `-c, --concurrency <n>` - Maximum number of simultaneous Zoho API calls, `1`–`25` (defaults to `5`).
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- * `--with-counts` - Also fetch each module's **record count**. This reads record data (not just schema) and costs **~50 API credits per module**, so it is **off by default**. Omit it to keep the pull strictly metadata-only.
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+ **Options**
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+
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+ | Option | Description |
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+ | :--- | :--- |
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+ | `-o, --output <dir>` | Destination folder (default `./metadata`). |
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+ | `-c, --concurrency <n>` | Max simultaneous Zoho API calls, `1`–`25` (default `5`). |
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+ | `--with-counts` | Also fetch each module's **record count** — reads record data and costs **~50 API credits/module**, so it is **off by default**. |
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220
 
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- **What happens during a pull:**
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- 1. Verifies authentication and refreshes active OAuth access tokens automatically.
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- 2. Fetches Zoho Org information and sets up local project mapping configs.
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- 3. Crawls every module to pull field configurations and page layout schemas (with a live progress indicator).
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- 4. Fetches Profiles, Roles, and Webhooks settings.
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- 5. Downloads all custom Deluge function scripts.
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- 6. Compiles a consolidated database of schemas and summaries.
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- 7. Generates a **`README.md`** in the output folder describing the snapshot (org, counts, a per-module table, and the directory layout) — regenerated on every pull from the real data.
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- 8. Writes a **debug log** for the run to `<output>/.zcrm/.logs/ZCRM-CLI-<date>.log` (includes the quiet "skipped" entries that don't print to the console).
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- 9. Prints a rich-text CLI statistics summary showing modules, layouts, fields, stale files removed, and any skipped/errored requests.
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+ **Every pull also:**
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- #### Concurrency (faster pulls, safely)
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- A pull makes many independent metadata requests, so they are run **in parallel** with a global cap on simultaneous calls. Zoho enforces a per-org **concurrency limit** based on your edition — **5** (Free), **10** (Standard/Starter), **15** (Professional), **20** (Enterprise/Zoho One), **25** (Ultimate/CRM Plus). The metadata endpoints used here are 1 credit each and are *not* subject to Zoho's stricter sub-concurrency limits.
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+ - 📋 Generates a **`README.md`** in the output folder describing the snapshot — org, counts, a per-module table, and the directory layout — rebuilt from the real data each run.
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+ - 📝 Writes a **debug log** to `<output>/.zcrm/.logs/ZCRM-CLI-<date>.log` (includes the quiet "skipped" entries that aren't printed to the console).
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225
 
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- The default of `5` is safe for **every** edition. If you are on a higher edition and want faster pulls, raise it up to your edition's limit:
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+ <h4>⚡ Concurrency (faster pulls, safely)</h4>
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+
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+ Requests run **in parallel** under a global cap that respects Zoho's per-org **concurrency limit**: **5** (Free) · **10** (Standard/Starter) · **15** (Professional) · **20** (Enterprise/Zoho One) · **25** (Ultimate/CRM Plus). The default `5` is safe for **every** edition; raise it on higher tiers for faster pulls:
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147
230
  ```bash
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231
  zcrm pull -o ./metadata --concurrency 15
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232
  ```
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233
 
151
- If the limit is ever exceeded (HTTP 429 `TOO_MANY_REQUESTS`), the client automatically backs off exponentially and retries, so a pull never fails just because it was briefly throttled. Leave headroom if other integrations share the same org.
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+ If the limit is hit (HTTP 429), the client backs off exponentially and retries a pull never fails just because it was briefly throttled.
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+
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+ <h4>🔄 Sync behavior (overwrite + remove stale)</h4>
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237
 
153
- #### 🔄 Sync behavior (overwrite + remove stale)
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238
  A pull is a **one-way sync from Zoho into your folder**:
155
- * Existing files are **overwritten in place** with the latest metadata.
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- * Files that no longer correspond to anything on Zoho (a deleted module, field, layout, custom view, related list, profile, role, or function) are **removed locally** — but only within scopes whose authoritative fetch succeeded this run.
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- * If a fetch **fails** (e.g. a transient network/permission error), the previous local data for that scope is **kept**, never deleted. A partial or interrupted pull therefore never wipes your data.
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239
 
159
- The summary reports how many stale files were removed. Your own files outside the managed `crm/` and `.zcrm/` trees are never touched.
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+ - Existing files are **overwritten in place**.
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+ - Files that no longer exist on Zoho are **removed locally** — but only within scopes whose authoritative fetch **succeeded** this run.
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+ - If a fetch **fails**, the previous local data for that scope is **kept** — a partial or interrupted pull never wipes your data.
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+ </details>
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244
 
161
- ---
245
+ <br>
246
+
247
+ <details>
248
+ <summary><h3>3. <code>zcrm dashboard</code></h3></summary>
162
249
 
163
- ### 3. `zcrm dashboard`
164
250
  Launches the premium local web dashboard to explore the pulled metadata in a browser.
165
251
 
166
252
  ```bash
167
- zcrm dashboard [options]
253
+ zcrm dashboard [options] # -p, --port <port> (default 3000)
168
254
  ```
169
255
 
170
- **Options:**
171
- * `-p, --port <port>` - Port to run the dashboard on (defaults to `3000`).
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+ Open **`http://localhost:3000`** to view live extraction logs, browse modules, inspect fields & picklists, search APIs, and download `.zip` archives.
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+ </details>
172
258
 
173
- Once launched, navigate to **`http://localhost:3000`** in your browser. From here, you can:
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- - View live extraction logs.
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- - Browse extracted modules, inspect field tables, view picklist values, and lookup relationships.
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- - Search and filter across field names.
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- - Download a consolidated `.zip` file of all extracted files.
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+ <br>
178
260
 
179
- ---
261
+ <details>
262
+ <summary><h3>4. <code>zcrm whoami</code></h3></summary>
180
263
 
181
- ### 4. `zcrm whoami`
182
- Queries the active connection state to display the active User Name, Email, Role, Profile, Organization details, Org ID, and configured Data Center.
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+ Displays the authenticated user (name, email, role, profile), organization details, Org ID, and configured Data Center.
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265
 
184
266
  ```bash
185
267
  zcrm whoami
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268
  ```
269
+ </details>
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270
 
188
- ---
271
+ <br>
189
272
 
190
- ### 5. `zcrm llm`
191
- Displays the AI/LLM system reference guide, detailing how external AI assistants can ingest the extracted schemas to generate valid Zoho Deluge scripts.
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+ <details>
274
+ <summary><h3>5. <code>zcrm llm</code></h3></summary>
275
+
276
+ Prints the AI/LLM system reference guide — how an AI assistant should ingest the extracted schema to generate valid Zoho Deluge scripts and REST payloads.
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277
 
193
278
  ```bash
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279
  zcrm llm
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280
  ```
281
+ </details>
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282
 
197
- ---
283
+ <br>
284
+
285
+ <details>
286
+ <summary><h3>6. <code>zcrm skill</code></h3></summary>
198
287
 
199
- ### 6. `zcrm skill`
200
- Generates an **AI assistant skill / rules file** for your IDE or AI coding tool, derived from the `zcrm llm` guide. The generated file teaches your assistant how to read the extracted metadata snapshot and produce valid Deluge / REST code using exact API names — and clearly states that the snapshot is read-only schema with no CRM record access.
288
+ Generates an **AI-assistant skill / rules file** for your IDE, derived from the `zcrm llm` guide, so your assistant writes valid Deluge using exact API names.
201
289
 
202
290
  ```bash
203
291
  zcrm skill [options]
204
292
  ```
205
293
 
206
- **Options:**
207
- * `--ide <ide>` - Target tool (skips the interactive prompt). One of: `claude`, `cursor`, `windsurf`, `copilot`, `cline`, `gemini`, `codex`, `markdown`.
208
- * `-d, --dir <dir>` - Project directory to write into (defaults to the current directory).
209
- * `-m, --metadata-dir <dir>` - Path to your extracted metadata, referenced inside the skill (defaults to `./metadata`).
210
- * `-f, --force` - Overwrite an existing dedicated skill file without prompting.
294
+ **Options**
211
295
 
212
- When run without `--ide`, it prompts you to choose your tool and writes the file to the right place:
296
+ | Option | Description |
297
+ | :--- | :--- |
298
+ | `--ide <ide>` | Target tool (skips the prompt): `claude`, `cursor`, `windsurf`, `copilot`, `cline`, `gemini`, `codex`, `markdown`. |
299
+ | `-d, --dir <dir>` | Project directory to write into (default: current). |
300
+ | `-m, --metadata-dir <dir>` | Path to your extracted metadata (default `./metadata`). |
301
+ | `-f, --force` | Overwrite an existing dedicated skill file without prompting. |
213
302
 
214
303
  | Tool | Generated file |
215
304
  | :--- | :--- |
@@ -222,142 +311,119 @@ When run without `--ide`, it prompts you to choose your tool and writes the file
222
311
  | **Codex / generic** | `AGENTS.md` |
223
312
  | **Plain Markdown** | `ZOHO_CRM_AI_CONTEXT.md` |
224
313
 
225
- > For shared files (`AGENTS.md`, `GEMINI.md`, `.github/copilot-instructions.md`), the command inserts a clearly-delimited `ZCRM` block and re-generates it in place on subsequent runs, leaving the rest of your file untouched.
226
-
227
- **Examples:**
228
314
  ```bash
229
- # Interactive — pick your IDE from a menu
230
- zcrm skill
231
-
232
- # Non-interactive — generate a Claude Code skill referencing ./crm-meta
315
+ zcrm skill # interactive menu
233
316
  zcrm skill --ide claude --metadata-dir ./crm-meta
234
317
  ```
318
+ </details>
235
319
 
236
- ---
320
+ <br>
237
321
 
238
- ### `zcrm audit`
239
- Triggers an asynchronous export of the Zoho CRM audit log. By default, it exports all audit logs for the last 3 years. It automatically polls the API (with a bounded timeout) until the job is complete and downloads the resulting CSV or ZIP file to `storage/audit_logs/`.
322
+ <details>
323
+ <summary><h3>7. <code>zcrm audit</code></h3></summary>
240
324
 
241
- > **Requires the `ZohoCRM.settings.audit_logs.ALL` OAuth scope.** It is included in the default scopes, but if you authenticated *before* this scope was added you'll get a `401 invalid oauth scope` just re-authenticate to grant it: `zcrm logout` then `zcrm login`.
325
+ Triggers an asynchronous export of the Zoho CRM audit log, polls until it completes (with a bounded timeout), and downloads the resulting CSV/ZIP to `storage/audit_logs/`.
242
326
 
243
327
  ```bash
244
- # Export all audit logs
245
- zcrm audit
246
-
247
- # Export with specific criteria using a JSON file
248
- zcrm audit --filter input.json
328
+ zcrm audit # last 3 years by default
329
+ zcrm audit --filter input.json # custom export criteria
249
330
  ```
250
- *(See Zoho CRM documentation for the format of the filter JSON).*
251
331
 
252
- ---
332
+ > **Requires the `ZohoCRM.settings.audit_logs.ALL` OAuth scope.** It's in the default scopes, but if you authenticated *before* it was added you'll see `401 invalid oauth scope` — just re-authenticate to grant it: `zcrm logout` then `zcrm login`.
333
+ </details>
334
+
335
+ <br>
336
+
337
+ <details>
338
+ <summary><h3>8. <code>zcrm logout</code></h3></summary>
253
339
 
254
- ### 7. `zcrm logout`
255
- Clears stored configuration credentials, OAuth tokens, and active sessions from the workspace.
340
+ Clears stored credentials, OAuth tokens, and the active session.
256
341
 
257
342
  ```bash
258
343
  zcrm logout
259
344
  ```
345
+ </details>
260
346
 
261
347
  ---
262
348
 
263
349
  ## 📂 Generated Directory Structure
264
350
 
265
- When running `zcrm pull -o ./metadata`, the following layout is compiled inside the output folder:
351
+ <details>
352
+ <summary><strong>Click to expand the folder layout generated by <code>zcrm pull</code></strong></summary>
266
353
 
267
354
  ```text
268
355
  metadata/
356
+ ├── README.md # 📋 auto-generated snapshot summary (org, counts, modules)
269
357
  ├── .zcrm/ # Internal ZCRM CLI stores
270
- │ ├── .logs/ # Extractor logging files and audit history
271
- │ ├── .org/
272
- └── org.json # Extracted Zoho CRM Organization metadata
273
- │ └── .store/ # Extracted cached index formats
358
+ │ ├── .logs/ # 📝 per-pull debug log (ZCRM-CLI-<date>.log)
359
+ │ ├── .org/org.json # Organization metadata
360
+ │ └── .store/ # Consolidated indexes
274
361
  │ ├── index.json # Master index of extracted modules
275
- │ ├── modules_raw.json # Raw API modules catalog response
276
- │ ├── field_map.json # Key-value map of every field's data type
277
- │ ├── complete_metadata.json # Unified JSON database of all endpoints
278
- ├── webhooks.json # Extracted webhooks metadata
279
- │ └── functions.json # Extracted functions catalog
362
+ │ ├── field_map.json # { Module: { Field: data_type } } lookup
363
+ │ ├── complete_metadata.json # Unified database of all endpoints
364
+ │ ├── webhooks.json # Webhooks metadata
365
+ └── functions.json # Functions catalog
280
366
 
281
367
  ├── crm/ # Standard Zoho CRM metadata layout
282
368
  │ ├── meta/
283
- │ │ ├── data_sharing/ # Data Sharing Settings
284
- │ │ ├── data_sharing_actions_summary/ # Data Sharing Actions Summary
285
- │ │ ├── data_sharing_rules/ # Data Sharing Rules
286
- │ │ ├── email_templates/ # Email Templates (grouped by module)
287
- │ │ │ └── <Module_API_Name>/
288
- │ │ │ ├── <Template_Name>.meta.json
289
- │ │ │ └── <Template_Name>.html # rendered from mail_content
290
- │ │ ├── global_picklists/ # Global Picklists
291
- │ │ ├── inventory_templates/# Inventory Templates (grouped by module)
292
- │ │ │ └── <Module_API_Name>/
293
- │ │ │ ├── <Template_Name>.meta.json
294
- │ │ │ └── <Template_Name>.html # template HTML body
295
- │ │ ├── territories/ # Territories
296
- │ │ ├── variables/ # Global Variables
297
- │ │ ├── wizards/ # CRM Wizards
298
- │ │ ├── workflow_rules/ # Workflow Rules (grouped by trigger module)
299
- │ │ └── <Trigger_Module_API_Name>/
300
- │ │ └── <Rule_Name>.json
301
- │ │ ├── modules/ # Individual Module schemas
302
- │ │ │ └── <Module_API_Name>/
303
- │ │ │ ├── <Module_API_Name>.modules-meta.json
304
- │ │ │ ├── summary.json # Custom module summary (counts, fields, picklists, formulas, records_count)
305
- │ │ │ ├── duplicate_check_preference.json # Duplicate Check Preferences
306
- │ │ │ ├── fields/ # Field configurations
307
- │ │ │ │ └── <Field_API_Name>.fields-meta.json
308
- │ │ │ ├── layouts/ # Page Layout configurations
309
- │ │ │ │ ├── <Layout_API_Name>.layouts-meta.json
310
- │ │ │ │ └── map_dependencies/
311
- │ │ │ │ └── <Layout_ID>.json
312
- │ │ │ ├── custom_views/ # Custom View configurations
313
- │ │ │ │ └── <View_API_Name>.custom_views-meta.json
314
- │ │ │ ├── custom_links/ # Module custom links/buttons
315
- │ │ │ │ └── <Link_ID>.json
316
- │ │ │ ├── record_locking_configurations/ # Record Locking Rules
317
- │ │ │ │ └── <Config_ID>.json
318
- │ │ │ ├── related_lists/ # Related List configurations
319
- │ │ │ │ └── <List_API_Name>.related_lists-meta.json
320
- │ │ │ ├── tags/ # Module Tags
321
- │ │ │ │ └── <Tag_ID>.json
322
- │ │ │ └── workflow_configurations/ # Module Workflow Configurations
323
- │ │ │ └── <Config_ID>.json
324
- │ │ ├── profiles/ # Profile Permissions mapping
325
- │ │ │ └── <Profile_Name>.profiles-meta.json
326
- │ │ └── roles/ # Role Hierarchy definitions
327
- │ │ └── <Role_Name>.roles-meta.json
328
- │ └── functions/ # Custom Deluge function files (.ds)
329
- │ ├── functions.json # Complete list of extracted functions
330
- │ ├── standalone/ # Deluge scripts sorted by namespace
331
- │ │ └── standalone.<Function_API_Name>.ds
332
- │ ├── automation/
333
- │ ├── button/
334
- │ ├── related_list/
335
- │ ├── schedule/
336
- │ └── salessignals/
369
+ │ │ ├── modules/<Module_API_Name>/
370
+ │ │ ├── <Module>.modules-meta.json
371
+ │ │ ├── summary.json # counts, required/picklist/lookup/subform fields
372
+ │ │ ├── fields/ # <Field>.fields-meta.json
373
+ │ │ │ ├── layouts/ # + map_dependencies/
374
+ │ │ │ ├── custom_views/
375
+ │ │ │ ├── custom_links/ # module links/buttons
376
+ │ │ ├── related_lists/
377
+ │ │ ├── tags/
378
+ │ │ │ ├── record_locking_configurations/
379
+ │ │ │ └── workflow_configurations/
380
+ │ │ ├── profiles/ # permission profiles
381
+ │ │ ├── roles/ # role hierarchy
382
+ │ │ ├── email_templates/<Module>/ # .meta.json + .html (body)
383
+ │ │ ├── inventory_templates/<Module>/ # .meta.json + .html (body)
384
+ │ │ ├── workflow_rules/<Trigger_Module>/<Rule>.json
385
+ │ │ └── ... # variables, wizards, global picklists, data sharing, territories
386
+ │ └── functions/ # custom Deluge scripts (.ds), by namespace
337
387
 
338
- ├── zcrm-project.json # ZCRM CLI project settings config
339
- ├── meta.json # ZCRM resource configuration
340
- └── .zcrmignore # Standard gitignore rules for ZCRM caches
388
+ ├── zcrm-project.json # ZCRM project config
389
+ ├── meta.json # resource configuration
390
+ └── .zcrmignore # cache ignore rules
341
391
  ```
392
+ </details>
342
393
 
343
394
  ---
344
395
 
345
396
  ## 🏢 About Wanas Apps
346
397
 
398
+ <p align="center">
399
+ <a href="https://www.wanasapps.com">
400
+ <img src="https://cdn.jsdelivr.net/npm/wanas-zcrm-extractor@1.5.2/WanasApps-logo.svg" width="200" alt="Wanas Apps">
401
+ </a>
402
+ </p>
403
+
347
404
  **[Wanas Apps](https://www.wanasapps.com)** is an elite **Zoho Premium Partner** and advanced technical consulting firm serving the Middle East and North Africa (MENA) region. We bridge the gap between standard business processes and advanced technical architecture, specializing in end-to-end digital transformation.
348
405
 
349
- ### 🌟 Our Core Expertise
350
- - **Zoho Ecosystem Implementation:** Tailored deployments of Zoho CRM, Zoho Books, Zoho Creator, and the wider Zoho suite.
351
- - **Custom Application Development:** Full-stack, scalable, and serverless solutions built on **Zoho Catalyst**, Node.js, and modern frontends like Angular.
352
- - **Advanced Integrations & Automations:** We start where off-the-shelf software ends—building robust API gateways, custom webhooks, and complex CRM workflow automations.
353
- - **Compliance & Localization:** Certified business compliance tools, including seamless native integrations for the Egyptian E-Invoice and E-Receipt systems (ETA).
406
+ <table>
407
+ <tr>
408
+ <td valign="top">📈 <strong>Zoho Ecosystem Implementation</strong><br>Tailored deployments of Zoho CRM, Books, Creator, and the wider Zoho suite.</td>
409
+ <td valign="top">💻 <strong>Custom Application Development</strong><br>Full-stack, scalable, serverless solutions on <strong>Zoho Catalyst</strong>, Node.js, and Angular.</td>
410
+ </tr>
411
+ <tr>
412
+ <td valign="top">⚙️ <strong>Advanced Integrations & Automation</strong><br>Robust API gateways, custom webhooks, and complex CRM workflow automations.</td>
413
+ <td valign="top">🛡️ <strong>Compliance & Localization</strong><br>Certified tooling incl. native Egyptian E-Invoice & E-Receipt (ETA) integrations.</td>
414
+ </tr>
415
+ </table>
354
416
 
355
- *We don't just implement software; we build custom features that fit seamlessly around your unique business blueprint.*
417
+ > *We don't just implement software; we build custom features that fit seamlessly around your unique business blueprint.*
356
418
 
357
419
  ---
358
420
 
359
421
  ## ✉️ Support & Feedback
360
422
 
361
- If you encounter any issues, have feature requests, or need custom Zoho integrations, please reach out to our team at **support@wanasapps.com** or visit **[wanasapps.com](https://www.wanasapps.com)**.
423
+ Found a bug, have a feature request, or need custom Zoho integrations? Reach out:
424
+
425
+ - 🌐 **Website:** [www.wanasapps.com](https://www.wanasapps.com)
426
+ - ✉️ **Email:** [support@wanasapps.com](mailto:support@wanasapps.com)
427
+ - 🐛 **Issues:** [GitHub Issues](https://github.com/Wanas-Apps/Module-fields-metadata-extractor/issues)
362
428
 
363
- This project is maintained by Wanas Apps and licensed under the **ISC License**.
429
+ <p align="center"><sub>Maintained by <strong>Wanas Apps</strong> · Licensed under the <strong>ISC License</strong>.</sub></p>
@@ -0,0 +1 @@
1
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package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "wanas-zcrm-extractor",
3
- "version": "1.5.0",
3
+ "version": "1.5.2",
4
4
  "description": "Local Zoho CRM V8 Metadata Extractor CLI and Web Dashboard Utility",
5
5
  "main": "server.js",
6
6
  "bin": {
@@ -18,20 +18,38 @@
18
18
  "banner.txt",
19
19
  "package.json",
20
20
  "README.md",
21
- "llm.md"
21
+ "llm.md",
22
+ "WanasApps-logo.svg"
22
23
  ],
23
24
  "keywords": [
24
25
  "zoho",
26
+ "zoho-crm",
25
27
  "crm",
26
28
  "metadata",
27
29
  "extractor",
30
+ "schema",
28
31
  "oauth2",
29
32
  "cli",
30
33
  "deluge",
31
- "zcrm"
34
+ "zcrm",
35
+ "ai",
36
+ "llm",
37
+ "audit-log"
32
38
  ],
33
39
  "author": "Wanas Apps",
34
40
  "license": "ISC",
41
+ "homepage": "https://www.wanasapps.com",
42
+ "repository": {
43
+ "type": "git",
44
+ "url": "git+https://github.com/Wanas-Apps/Module-fields-metadata-extractor.git"
45
+ },
46
+ "bugs": {
47
+ "url": "https://github.com/Wanas-Apps/Module-fields-metadata-extractor/issues",
48
+ "email": "support@wanasapps.com"
49
+ },
50
+ "engines": {
51
+ "node": ">=18"
52
+ },
35
53
  "dependencies": {
36
54
  "archiver": "^8.0.0",
37
55
  "axios": "^1.7.2",