feat: add setup notebook and update env example for Athena

app/main.py

@@ -48,6 +48,31 @@ def _safe_call(fn, *args, **kwargs):
     return None
 
 
+# CRM lookups, cached briefly so the cascading selects stay snappy.
+@st.cache_data(ttl=120, show_spinner=False)
+def _crm_clients(_client: TEIClient) -> list[dict]:
+    try:
+        return _client.list_clients()
+    except AthenaAPIError:
+        return []
+
+
+@st.cache_data(ttl=120, show_spinner=False)
+def _crm_proposals(_client: TEIClient, client_id: int) -> list[dict]:
+    try:
+        return _client.proposals_for_client(client_id)
+    except AthenaAPIError:
+        return []
+
+
+@st.cache_data(ttl=120, show_spinner=False)
+def _crm_engagements(_client: TEIClient, client_name: str) -> list[dict]:
+    try:
+        return _client.engagements_for_client(client_name)
+    except AthenaAPIError:
+        return []
+
+
 def sidebar_tool_picker(client: TEIClient) -> dict | None:
     """Sidebar: pick an existing TEI tool or create one from a report template."""
     st.sidebar.title("🛡️ Palladium")
@@ -71,24 +96,70 @@ def sidebar_tool_picker(client: TEIClient) -> dict | None:
         else:
             report_labels = {f"{r['name']} ({r['vendor']} {r['version']})": r for r in reports}
             r_choice = st.selectbox("Report template", list(report_labels.keys()))
-            new_name = st.text_input("Tool name (optional)", "")
-            proposal_id = st.number_input(
-                "Proposal ID (optional)", min_value=0, value=0, step=1
+
+            # A TEI tool must attach to a Proposal OR an Engagement.
+            # Cascade: client → proposal/engagement, pulled from the CRM.
+            clients = _crm_clients(client)
+            if not clients:
+                st.warning("No CRM clients found — create one in Athena first.")
+                return tool
+            client_labels = {c["name"]: c for c in clients}
+            c_choice = st.selectbox("Client", list(client_labels.keys()))
+            crm_client = client_labels[c_choice]
+
+            attach_kind = st.radio(
+                "Attach to", ["Proposal", "Engagement"], horizontal=True
             )
-            if st.button("Create"):
+            proposal_id: int | None = None
+            engagement_id: int | None = None
+            if attach_kind == "Proposal":
+                proposals = _crm_proposals(client, crm_client["id"])
+                if proposals:
+                    p_labels = {
+                        f"{p.get('name')} ({p.get('status')})": p for p in proposals
+                    }
+                    p_choice = st.selectbox("Proposal", list(p_labels.keys()))
+                    proposal_id = p_labels[p_choice]["id"]
+                else:
+                    st.info(
+                        f"{crm_client['name']} has no proposals. Create one in "
+                        "Athena (or via 00_provision.ipynb) first."
+                    )
+            else:
+                engagements = _crm_engagements(client, crm_client["name"])
+                if engagements:
+                    e_labels = {
+                        f"{e.get('name')} ({e.get('status')})": e for e in engagements
+                    }
+                    e_choice = st.selectbox("Engagement", list(e_labels.keys()))
+                    engagement_id = e_labels[e_choice]["id"]
+                else:
+                    st.info(f"{crm_client['name']} has no engagements.")
+
+            default_name = f"{crm_client['name']} — {report_labels[r_choice]['name']}"
+            new_name = st.text_input("Tool name", default_name)
+            if st.button(
+                "Create", disabled=proposal_id is None and engagement_id is None
+            ):
                 report = report_labels[r_choice]
                 created = _safe_call(
                     client.create_tool,
                     report_public_id=report["id"],
-                    proposal=int(proposal_id) or None,
+                    proposal=proposal_id,
+                    engagement=engagement_id,
                     name=new_name or None,
                 )
                 if created:
                     st.success(f"Created tool {created.get('id')}")
+                    st.cache_data.clear()
                     st.rerun()
 
     if tool:
         st.sidebar.divider()
+        _opp = tool.get("opportunity") or {}
+        _client_name = (_opp.get("client") or {}).get("name")
+        if _client_name:
+            st.sidebar.markdown(f"**Client**: {_client_name}")
         st.sidebar.markdown(f"**Public ID**: `{tool.get('id')}`")
         st.sidebar.markdown(f"**Status**: {tool.get('status', '?')}")
         st.sidebar.markdown(f"**Version**: {tool.get('current_version', 0)}")