autotouch-cli 0.2.59__tar.gz → 0.2.60__tar.gz

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: autotouch-cli
-Version: 0.2.59
+Version: 0.2.60
 Summary: Autotouch Smart Table CLI
 Project-URL: Homepage, https://app.autotouch.ai
 Project-URL: Documentation, https://github.com/nicolonic/autotouch_main/tree/main/docs/research-table/reference

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/autotouch_cli/core/validation.py

@@ -55,8 +55,18 @@ def extract_add_to_crm_field_mappings(payload: Any) -> Optional[Dict[str, Any]]:
     return {}
 
 
-def inspect_add_to_crm_field_mappings(field_mappings: Dict[str, Any]) -> Dict[str, Any]:
-    mode = "multi" if str(field_mappings.get("mode") or "").strip().lower() == "multi" else "single"
+def inspect_add_to_crm_field_mappings(
+    field_mappings: Dict[str, Any],
+    *,
+    require_company_domain: bool = True,
+) -> Dict[str, Any]:
+    raw_mode = str(field_mappings.get("mode") or "").strip().lower()
+    if raw_mode == "array":
+        mode = "array"
+    elif raw_mode == "multi":
+        mode = "multi"
+    else:
+        mode = "single"
     required_missing: List[str] = []
     optional_missing: List[str] = []
 
@@ -75,12 +85,20 @@ def inspect_add_to_crm_field_mappings(field_mappings: Dict[str, Any]) -> Dict[st
             return True
         return False
 
+    if not require_company_domain and mode != "single":
+        required_missing.append("singleModeOnlyWhenCompanyDomainOptional")
+        return {
+            "mode": mode,
+            "required_missing": required_missing,
+            "optional_missing": optional_missing,
+        }
+
     if mode == "multi":
         common = field_mappings.get("common") if isinstance(field_mappings.get("common"), dict) else {}
         leads = field_mappings.get("leads") if isinstance(field_mappings.get("leads"), list) else []
 
         common_domain = str((common or {}).get("companyDomain") or field_mappings.get("companyDomain") or "").strip()
-        if not common_domain:
+        if require_company_domain and not common_domain:
             required_missing.append("common.companyDomain")
 
         has_lead_identity = False
@@ -95,10 +113,24 @@ def inspect_add_to_crm_field_mappings(field_mappings: Dict[str, Any]) -> Dict[st
                     optional_missing.append(f"leads[{idx}].{slot}")
         if not has_lead_identity:
             required_missing.append("leads[].identityFields")
+    elif mode == "array":
+        common = field_mappings.get("common") if isinstance(field_mappings.get("common"), dict) else {}
+        template = field_mappings.get("template") if isinstance(field_mappings.get("template"), dict) else {}
+        if require_company_domain and not str((common or {}).get("companyDomain") or "").strip():
+            required_missing.append("common.companyDomain")
+        if not str(field_mappings.get("sourceColumn") or "").strip():
+            required_missing.append("sourceColumn")
+        if not _has_identity_mapping(template):
+            required_missing.append("template.identityFields")
     else:
         company_domain_key = str(field_mappings.get("companyDomain") or "").strip()
-        if not company_domain_key:
+        if require_company_domain and not company_domain_key:
             required_missing.append("companyDomain")
+        if require_company_domain:
+            if not _has_identity_mapping(field_mappings):
+                required_missing.append("identityFields")
+        elif not str(field_mappings.get("linkedinUrl") or "").strip():
+            required_missing.append("linkedinUrl")
         if not _has_identity_mapping(field_mappings):
             required_missing.append("identityFields")
         for slot in ["firstName", "lastName", "title", "companyName"]:
@@ -116,6 +148,7 @@ def validate_add_to_crm_create_payload(payload: Dict[str, Any]) -> None:
     field_mappings = extract_add_to_crm_field_mappings(payload)
     if field_mappings is None:
         return
+    config = payload.get("config") if isinstance(payload.get("config"), dict) else {}
 
     kind_value = str(payload.get("kind") or "").strip().lower()
     if kind_value != "enrichment":
@@ -130,10 +163,24 @@ def validate_add_to_crm_create_payload(payload: Dict[str, Any]) -> None:
             "Tip: run `autotouch columns recipe --type add_to_crm`."
         )
 
-    issues = inspect_add_to_crm_field_mappings(field_mappings)
+    require_company_domain = config.get("requireCompanyDomain", True)
+    if not isinstance(require_company_domain, bool):
+        raise AutotouchInputError(
+            "add_to_crm config.requireCompanyDomain must be a boolean when provided."
+        )
+
+    issues = inspect_add_to_crm_field_mappings(
+        field_mappings,
+        require_company_domain=require_company_domain,
+    )
     required_missing = issues.get("required_missing") or []
     optional_missing = issues.get("optional_missing") or []
     if required_missing:
+        if "singleModeOnlyWhenCompanyDomainOptional" in required_missing:
+            raise AutotouchInputError(
+                "add_to_crm with config.requireCompanyDomain=false only supports single-mode fieldMappings. "
+                "Tip: map config.fieldMappings.linkedinUrl and keep mode='single' for LinkedIn-First Sync to Leads."
+            )
         missing = ", ".join(str(v) for v in required_missing)
         raise AutotouchInputError(
             f"add_to_crm fieldMappings missing required keys: {missing}. "
@@ -301,11 +348,20 @@ def run_precheck_for_add_to_crm(
     if field_mappings is None:
         return
 
-    issues = inspect_add_to_crm_field_mappings(field_mappings)
+    config = column.get("config") if isinstance(column.get("config"), dict) else {}
+    require_company_domain = config.get("requireCompanyDomain", True)
+    issues = inspect_add_to_crm_field_mappings(
+        field_mappings,
+        require_company_domain=bool(require_company_domain) if isinstance(require_company_domain, bool) else True,
+    )
     required_missing = issues.get("required_missing") or []
     optional_missing = issues.get("optional_missing") or []
 
     if required_missing:
+        if "singleModeOnlyWhenCompanyDomainOptional" in required_missing:
+            raise AutotouchInputError(
+                "add_to_crm column is misconfigured: config.requireCompanyDomain=false only supports single-mode fieldMappings for LinkedIn-First Sync to Leads."
+            )
         missing = ", ".join(str(v) for v in required_missing)
         raise AutotouchInputError(
             f"add_to_crm column is misconfigured (missing required mappings: {missing}). "

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/autotouch_cli/data/CLI_REFERENCE.md

@@ -1,6 +1,6 @@
 # Autotouch CLI Reference
 
-Generated from the installed parser for `autotouch-cli` `0.2.59`.
+Generated from the installed parser for `autotouch-cli` `0.2.60`.
 Manifest schema version: `2`.
 
 ## Output Modes

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/autotouch_cli/data/cli-manifest.json

@@ -1,5 +1,5 @@
 {
-  "version": "0.2.59",
+  "version": "0.2.60",
   "manifest_schema_version": 2,
   "entry_points": {
     "autotouch": "autotouch_cli.cli:main",

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/autotouch_cli/templates.py

@@ -35,11 +35,11 @@ COLUMN_RECIPE_BASE_TYPES = tuple(recipe_types())
 COLUMN_RECIPE_ALIASES: Dict[str, Dict[str, Any]] = {
     "add_to_leads": {
         "canonical": "add_to_crm",
-        "key": "add_to_leads",
-        "label": "Add to Leads",
+        "key": "sync_to_leads",
+        "label": "Sync to Leads",
         "notes": [
-            "CLI alias for the canonical add_to_crm provider recipe.",
-            "Use this when the operator language is 'Add to Leads'. Internal provider/config names remain add_to_crm.",
+            "Legacy CLI alias for the canonical add_to_crm provider recipe.",
+            "Emits the standard Sync to Leads payload. Internal provider/config names remain add_to_crm.",
         ],
     },
     "sync_to_leads": {
@@ -47,8 +47,8 @@ COLUMN_RECIPE_ALIASES: Dict[str, Dict[str, Any]] = {
         "key": "sync_to_leads",
         "label": "Sync to Leads",
         "notes": [
-            "CLI alias for the canonical add_to_crm provider recipe.",
-            "Use this when the operator language is 'Sync to Leads'. Internal provider/config names remain add_to_crm.",
+            "Preferred CLI alias for the canonical add_to_crm provider recipe.",
+            "Emits the standard Sync to Leads payload. Internal provider/config names remain add_to_crm.",
         ],
     },
 }

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/autotouch_cli.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: autotouch-cli
-Version: 0.2.59
+Version: 0.2.60
 Summary: Autotouch Smart Table CLI
 Project-URL: Homepage, https://app.autotouch.ai
 Project-URL: Documentation, https://github.com/nicolonic/autotouch_main/tree/main/docs/research-table/reference

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/autotouch_shared/provider_registry.py

@@ -746,20 +746,21 @@ _PROVIDER_CONTRACTS: Tuple[ResearchTableProviderContract, ...] = (
     ),
     ResearchTableProviderContract(
         key="add_to_crm",
-        display_name="Add to Leads",
+        display_name="Sync to Leads",
         kind="enrichment",
         behavior_class="action_enrichment",
         provider_aliases=("add_to_crm",),
         recipe_type="add_to_crm",
         recipe_payload={
-            "key": "add_to_leads",
-            "label": "Add to Leads",
+            "key": "sync_to_leads",
+            "label": "Sync to Leads",
             "kind": "enrichment",
             "dataType": "json",
             "origin": "manual",
             "autoRun": "onSourceUpdate",
             "config": {
                 "provider": "add_to_crm",
+                "requireCompanyDomain": True,
                 "leadSource": "research_table_export",
                 "fieldMappings": {
                     "mode": "single",
@@ -786,18 +787,19 @@ _PROVIDER_CONTRACTS: Tuple[ResearchTableProviderContract, ...] = (
         },
         recipe_notes=(
             "companyDomain is required; LinkedIn is optional.",
+            "Set `config.requireCompanyDomain=false` only for single-mode LinkedIn-first syncs. In that relaxed mode, `linkedinUrl` becomes required and multi/array mode stays unsupported.",
             "Include at least one usable hard-identity mapping such as LinkedIn, email, or phone.",
             "If companyDomain is missing in the table, derive or enrich that domain column first.",
             "Primitive source columns map directly. If a mapped source column stores structured JSON, send an object with column + path, for example {\"column\": \"work_email\", \"path\": \"response\"} or {\"column\": \"mobile_phone\", \"path\": \"mobile_number\"}.",
             "For firstName and lastName, prefer authoritative structured source fields when available, for example {\"column\": \"linkedin_profile_lookup_raw\", \"path\": \"first_name\"} and {\"column\": \"linkedin_profile_lookup_raw\", \"path\": \"last_name\"}. Avoid mapping a combined full-name column directly unless that is an intentional fallback and you accept imperfect CRM data.",
-            "Add to CRM is optional and non-billable.",
-            "Creating add_to_crm after upstream email/phone/lead columns already finished does not replay those older source updates; run add_to_crm explicitly or rerun the upstream source column.",
+            "Sync to Leads is non-billable.",
+            "Creating Sync to Leads (`add_to_crm`) after upstream email/phone/lead columns already finished does not replay those older source updates; run Sync to Leads explicitly or rerun the upstream source column.",
         ),
         column_type={
             "type": "add_to_crm",
             "kind": "enrichment",
             "runnable": True,
-            "description": "Add eligible mapped rows into Leads CRM from research-table data.",
+            "description": "Sync eligible mapped rows into Leads from research-table data.",
             "requirements": {
                 "config_provider": "add_to_crm",
                 "field_mappings": "required",
@@ -806,7 +808,7 @@ _PROVIDER_CONTRACTS: Tuple[ResearchTableProviderContract, ...] = (
             "billing": {
                 "billable": False,
                 "credits": 0,
-                "notes": "Add to Leads export does not consume credits.",
+                "notes": "Sync to Leads does not consume credits.",
             },
         },
         setup_contract={
@@ -971,14 +973,14 @@ _PROVIDER_CONTRACTS: Tuple[ResearchTableProviderContract, ...] = (
             "config": {
                 "provider": "add_to_sequence",
                 "sequenceId": "<SEQUENCE_ID>",
-                "sourceLeadColumn": "add_to_leads",
+                "sourceLeadColumn": "sync_to_leads",
             },
         },
         recipe_notes=(
-            "sourceLeadColumn should reference the source column key that stores lead IDs (for example add_to_leads), not the provider name add_to_crm.",
+            "sourceLeadColumn should reference the source column key that stores lead IDs (for example sync_to_leads), not the provider name add_to_crm.",
             "Set sequenceId to the target workflow sequence ID.",
             "The target sequence must already be ACTIVE for real enrollment.",
-            "Common tail order after contact rows or lead IDs exist is email_finder -> add_to_crm -> create/activate sequence -> add_to_sequence.",
+            "Common tail order after contact rows or lead IDs exist is email_finder -> Sync to Leads (`add_to_crm`) -> create/activate sequence -> add_to_sequence.",
             "Creating add_to_sequence after lead IDs already exist does not replay those older updates; run add_to_sequence explicitly or rerun the lead-id source column.",
         ),
         column_type={
@@ -1366,7 +1368,7 @@ def validate_column_provider_contract(
             raise ProviderContractValidationError(
                 "missing_required_field",
                 "add_to_sequence requires config.sourceLeadColumn.",
-                hint="Set sourceLeadColumn to the column key that stores lead IDs, usually add_to_leads.",
+                hint="Set sourceLeadColumn to the column key that stores lead IDs, usually sync_to_leads.",
             )
         return contract
 
@@ -1378,6 +1380,29 @@ def validate_column_provider_contract(
                 "add_to_crm requires config.fieldMappings.",
                 hint="Use `autotouch columns recipe --type add_to_crm`.",
             )
+        require_company_domain = cfg.get("requireCompanyDomain", True)
+        if not isinstance(require_company_domain, bool):
+            raise ProviderContractValidationError(
+                "invalid_field",
+                "add_to_crm config.requireCompanyDomain must be a boolean when provided.",
+                hint="Use true for the default strict mode or false for single-mode LinkedIn-first sync.",
+                detail={"requireCompanyDomain": require_company_domain},
+            )
+        if require_company_domain is False:
+            mode = _normalize(field_mappings.get("mode")) or "single"
+            if mode in {"multi", "array"}:
+                raise ProviderContractValidationError(
+                    "invalid_field",
+                    "add_to_crm config.requireCompanyDomain=false only supports single-mode fieldMappings.",
+                    hint="Use single-mode sync_to_leads with config.fieldMappings.linkedinUrl when companyDomain is optional.",
+                    detail={"mode": field_mappings.get("mode")},
+                )
+            if not _mapping_text(field_mappings.get("linkedinUrl")):
+                raise ProviderContractValidationError(
+                    "missing_required_field",
+                    "add_to_crm with config.requireCompanyDomain=false requires config.fieldMappings.linkedinUrl.",
+                    hint="Map a LinkedIn profile URL column when using LinkedIn-first sync_to_leads.",
+                )
         return contract
 
     if contract.key == "sync_to_table":

{autotouch_cli-0.2.59 → autotouch_cli-0.2.60}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "autotouch-cli"
-version = "0.2.59"
+version = "0.2.60"
 description = "Autotouch Smart Table CLI"
 readme = "README.md"
 requires-python = ">=3.9"