[EPIC] Sheety CLI (agent-friendly, NPX) #79
Description
Epic: Sheety CLI (agent-friendly, NPX)
Goal: a CLI that agents can run to bootstrap, sync, enrich/score, and generate reports (JSON + markdown) without touching the UI.
Includes:
- [GROWTH] Create 'CRM Generator' Script #24 (upgrade into proper
npx create-*bootstrap) - New issues: CLI core commands, config/auth, reporting output formats, packaging/name reservation.
Acceptance criteria (v1):
npx sheety init(ornpx sheetycrm init) bootstraps a workspace + prints env/config.npx sheety report daily --format md|jsonoutputs deterministic reports.npx sheety syncruns headlessly.
Epic: DevEx / CI / Tooling
Goal: fast, deterministic local checks and CI gates so PRs don’t break formatting/lint.
Includes:
Epic: CRM Core Features
Goal: baseline CRM parity features (data model + workflow).
Includes:
- [FEATURE] Custom fields support #16, [FEATURE] Bulk select and actions #11, [FEATURE] Export to CSV functionality #12
- [Feature] Advanced Filtering & Saved Views #31, [Feature] Tasks & Reminders System #34, [FEAT] Basic Reporting Suite #36
- [FEAT] Data Import Wizard #38, [FEAT] Simple Workflow Rules #39, [FEAT] Field Validation Rules #40
Epic: UI / UX Polish + Reliability
Goal: reduce “blank screen” failures and improve day-to-day UI ergonomics.
Includes:
- [BUG] Add proper error boundaries in React components #1, [BUG] Add loading states for all async operations #3
- [Feature] Dark Mode Support #32, [UI] Add 'Copy to Clipboard' to Lead Emails #52, [UI] Design Custom 404 Page #54, [UI] Hover Tooltips for Sidebar Icons #55, [Feat] Command Palette Integration (⌘K) #57, [Feat] Visual 'Deal Rotting' Indicators #58, [Feat] Lead Magnet Capture Form #59
- [Feat] Markdown Support for Notes #30
Epic: AI-native CRM (assistant capabilities)
Goal: AI features that improve lead quality + workflow.
Includes:
- 💬 Natural Language Commands & Conversational Search #63, 📝 AI Meeting Notes & Transcript Parser #68, 🔄 AI-Powered Duplicate Detection & Smart Merge #69, 🎓 AI Sales Coach (Personalized Guidance & Tips) #70, 📈 Predictive Revenue Forecast & Scenario Modeling #71
Epic: Growth + Launch
Goal: marketing, launch plan, and distribution.
Includes: