@f5xc-salesdemos/xcsh 18.49.0 → 18.49.1

package/package.json

@@ -1,7 +1,7 @@
 {
 	"type": "module",
 	"name": "@f5xc-salesdemos/xcsh",
-	"version": "18.49.0",
+	"version": "18.49.1",
 	"description": "Coding agent CLI with read, bash, edit, write tools and session management",
 	"homepage": "https://github.com/f5xc-salesdemos/xcsh",
 	"author": "Can Boluk",
@@ -48,12 +48,12 @@
 	"dependencies": {
 		"@agentclientprotocol/sdk": "0.16.1",
 		"@mozilla/readability": "^0.6",
-		"@f5xc-salesdemos/xcsh-stats": "18.49.0",
-		"@f5xc-salesdemos/pi-agent-core": "18.49.0",
-		"@f5xc-salesdemos/pi-ai": "18.49.0",
-		"@f5xc-salesdemos/pi-natives": "18.49.0",
-		"@f5xc-salesdemos/pi-tui": "18.49.0",
-		"@f5xc-salesdemos/pi-utils": "18.49.0",
+		"@f5xc-salesdemos/xcsh-stats": "18.49.1",
+		"@f5xc-salesdemos/pi-agent-core": "18.49.1",
+		"@f5xc-salesdemos/pi-ai": "18.49.1",
+		"@f5xc-salesdemos/pi-natives": "18.49.1",
+		"@f5xc-salesdemos/pi-tui": "18.49.1",
+		"@f5xc-salesdemos/pi-utils": "18.49.1",
 		"@sinclair/typebox": "^0.34",
 		"@xterm/headless": "^6.0",
 		"ajv": "^8.18",

package/src/internal-urls/build-info-runtime.ts

@@ -186,7 +186,7 @@ export function renderAboutDoc(info: RuntimeBuildInfo, context: ContextStatus |
 		"",
 		"xcsh is a fork of [badlogic/pi-mono](https://github.com/badlogic/pi-mono).",
 		"Upstream authors: Mario Zechner (badlogic) and contributors. Fork maintainer:",
-		"Robin Mordasiewicz (f5xc-salesdemos). The fork adds F5 XC product knowledge,",
+		"f5xc-salesdemos. The fork adds F5 XC product knowledge,",
 		"SE-specific skills, and the federated llms.txt hierarchy.",
 		"",
 		"## Architecture",

package/src/internal-urls/build-info.generated.ts

@@ -17,17 +17,17 @@ export interface BuildInfo {
 }
 
 export const BUILD_INFO: BuildInfo = {
-	"version": "18.49.0",
-	"commit": "4c512f45cdaf128a400c49b58f4738baf3f00b1e",
-	"shortCommit": "4c512f4",
+	"version": "18.49.1",
+	"commit": "e8fa2d917ec4476ac2e1bb9f4141992961084755",
+	"shortCommit": "e8fa2d9",
 	"branch": "main",
-	"tag": "v18.49.0",
-	"commitDate": "2026-05-07T06:54:02Z",
-	"buildDate": "2026-05-07T13:31:43.899Z",
+	"tag": "v18.49.1",
+	"commitDate": "2026-05-08T02:56:04Z",
+	"buildDate": "2026-05-08T03:26:46.079Z",
 	"dirty": false,
 	"prNumber": "",
 	"repoUrl": "https://github.com/f5xc-salesdemos/xcsh",
 	"repoSlug": "f5xc-salesdemos/xcsh",
-	"commitUrl": "https://github.com/f5xc-salesdemos/xcsh/commit/4c512f45cdaf128a400c49b58f4738baf3f00b1e",
-	"releaseUrl": "https://github.com/f5xc-salesdemos/xcsh/releases/tag/v18.49.0"
+	"commitUrl": "https://github.com/f5xc-salesdemos/xcsh/commit/e8fa2d917ec4476ac2e1bb9f4141992961084755",
+	"releaseUrl": "https://github.com/f5xc-salesdemos/xcsh/releases/tag/v18.49.1"
 };

package/src/internal-urls/computer-profile.ts

@@ -72,6 +72,8 @@ export interface ComputerHint {
 	model?: string;
 	managed?: boolean;
 	admin?: boolean;
+	/** Number of endpoint security agents detected (CrowdStrike, Defender, etc.) */
+	endpointAgentCount?: number;
 }
 
 export interface ManagementStatus {
@@ -549,13 +551,16 @@ export function buildComputerHint(profile: ComputerProfile): ComputerHint | unde
 	return {
 		ramGB: profile.totalMemoryGB,
 		cpu: profile.cpuModel ?? "unknown",
-		os: [profile.platform, profile.osVersion ?? profile.osRelease].filter(Boolean).join(" "),
+		os: [profile.platform === "darwin" ? "macOS" : profile.platform, profile.osVersion ?? profile.osRelease]
+			.filter(Boolean)
+			.join(" "),
 		cores: profile.cpuLogicalCores,
 		shell: profile.shell ? path.basename(profile.shell) : undefined,
 		diskFree: profile.diskFree,
 		model: profile.machineModel,
 		managed: profile.management?.isManaged,
 		admin: profile.security?.isAdmin,
+		endpointAgentCount: profile.endpointAgents?.length,
 	};
 }
 

package/src/internal-urls/salesforce-context.ts

@@ -2,7 +2,7 @@ import * as os from "node:os";
 import * as path from "node:path";
 import { $which, isEnoent, logger } from "@f5xc-salesdemos/pi-utils";
 import { $ } from "bun";
-import { loadProfile } from "./user-profile";
+import { loadProfile, type UserProfile } from "./user-profile";
 
 // ---------------------------------------------------------------------------
 // Types
@@ -12,8 +12,8 @@ export interface SalesforcePartner {
 	id: string;
 	name: string;
 	title?: string;
-	/** "AE" = Account Executive/Manager, "SE" = Solutions Engineer */
-	role: "AE" | "SE" | "other";
+	/** Freeform role label. Common: 'AE', 'SE', 'CSM', 'SA'. Defaults to 'Partner' when unknown. */
+	role: string;
 }
 
 export interface TerritoryDetail {
@@ -50,13 +50,16 @@ export interface SalesforceContext {
 
 	// Role
 	roleName?: string;
+	/** Auto-inferred role label from UserRole.Name (e.g. 'SE', 'AE', 'CSM'). */
+	discoveredRole?: string;
 
 	/**
-	 * Confirmed AE/SE partner. User-provided, not derived from manager chain.
-	 * Manager hierarchy is unreliable (stale data, rehire scenarios, poor hygiene).
+	 * @deprecated Use UserProfile.partner instead. Kept for backward-compat cache reads.
+	 * Removed from seedSalesforceContext — new data goes to user-profile.json.
 	 */
 	confirmedPartner?: SalesforcePartner;
-
+	/** Auto-discovered partner from OpportunityTeamMember co-membership. */
+	discoveredPartner?: SalesforcePartner;
 	// Manager chain — kept for reference, unreliable for team discovery
 	managerId?: string;
 	managerName?: string;
@@ -69,6 +72,7 @@ export interface SalesforceContext {
 	// Discovered pipeline universe
 	territories?: string[];
 	territoryDetails?: TerritoryDetail[];
+	/** @deprecated Use UserProfile.territories instead. Kept for backward-compat cache reads. */
 	confirmedTerritories?: string[];
 	productSegmentations?: string[];
 	useCaseCategories?: string[];
@@ -115,6 +119,12 @@ export interface SalesforceHint {
 	dealCount: number;
 	accountCount: number;
 	territories?: string;
+	/** Forecast breakdown: compact 'Commit $X + Best $Y + Pipe $Z' string */
+	forecastBreakdown?: string;
+	/** Partner name from user profile or auto-discovery */
+	partnerName?: string;
+	/** Partner role label, e.g. 'AE', 'SE', 'CSM' */
+	partnerRole?: string;
 }
 
 // ---------------------------------------------------------------------------
@@ -354,6 +364,42 @@ async function discoverTeamRoles(userId: string): Promise<Partial<SalesforceCont
 	return { teamRoles: unique };
 }
 
+/** Infer a short role label from a Salesforce User title. Generic — no company-specific logic. */
+function inferRoleFromTitle(title: string): string {
+	const t = title.toLowerCase();
+	if (t.includes("solution") || t.includes("systems engineer") || t.includes("pre-sales") || t.includes("presales"))
+		return "SE";
+	if (t.includes("account") && (t.includes("executive") || t.includes("manager"))) return "AE";
+	if (t.includes("account") && t.includes("mgr")) return "AE";
+	if (t.includes("customer success")) return "CSM";
+	if (t.includes("architect")) return "SA";
+	if (t.includes("sales") && t.includes("engineer")) return "SE";
+	if (t.includes("territory") && (t.includes("manager") || t.includes("mgr"))) return "AE";
+	return "Partner";
+}
+
+async function discoverPartner(userId: string): Promise<Partial<SalesforceContext>> {
+	// Find users who appear most frequently on the same open opportunities
+	const records = await runSfQuery(
+		`SELECT UserId, User.Name, User.Title, COUNT(Id) cnt FROM OpportunityTeamMember WHERE OpportunityId IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '${userId}' AND Opportunity.IsClosed = false) AND UserId != '${userId}' GROUP BY UserId, User.Name, User.Title ORDER BY COUNT(Id) DESC LIMIT 3`,
+	);
+	if (records.length === 0) return {};
+
+	const top = records[0];
+	const userObj = top.User as Record<string, unknown> | undefined;
+	const name = (userObj?.Name ?? top.Name ?? "") as string;
+	const title = (userObj?.Title ?? top.Title ?? "") as string;
+	const id = (top.UserId ?? "") as string;
+	if (!name || !id) return {};
+
+	// Infer role from title
+	const role = inferRoleFromTitle(title);
+
+	return {
+		discoveredPartner: { id, name, title: title || undefined, role },
+	};
+}
+
 async function discoverRoleAndTeam(userId: string): Promise<Partial<SalesforceContext>> {
 	const userRecords = await runSfQuery(
 		`SELECT UserRole.Name, ManagerId, Manager.Name FROM User WHERE Id = '${userId}'`,
@@ -368,6 +414,11 @@ async function discoverRoleAndTeam(userId: string): Promise<Partial<SalesforceCo
 
 	const result: Partial<SalesforceContext> = { roleName, managerId, managerName };
 
+	// Infer user's own role from their Salesforce UserRole.Name or title
+	if (roleName) {
+		result.discoveredRole = inferRoleFromTitle(roleName);
+	}
+
 	if (managerId) {
 		const teamRecords = await runSfQuery(
 			`SELECT Id, Name, Title FROM User WHERE ManagerId = '${managerId}' AND IsActive = true ORDER BY Name`,
@@ -389,15 +440,13 @@ async function discoverRoleAndTeam(userId: string): Promise<Partial<SalesforceCo
 export async function discoverSalesforceContext(): Promise<SalesforceContext | null> {
 	if (!$which("sf")) return null;
 
-	const orgInfo = await getOrgInfo();
+	const [orgInfo, customFields] = await Promise.all([getOrgInfo(), detectCustomFields()]);
 	if (!orgInfo) return null;
 
 	const profile = await loadProfile();
 	const userId = profile.identifiers?.salesforceId;
 	if (!userId) return null;
 
-	const customFields = await detectCustomFields();
-
 	const results = await Promise.all([
 		discoverTerritories(userId, customFields).catch(() => ({})),
 		discoverAccounts(userId).catch(() => ({})),
@@ -407,6 +456,7 @@ export async function discoverSalesforceContext(): Promise<SalesforceContext | n
 		discoverPipelineSummary(userId).catch(() => ({})),
 		discoverTeamRoles(userId).catch(() => ({})),
 		discoverRoleAndTeam(userId).catch(() => ({})),
+		discoverPartner(userId).catch(() => ({})),
 	]);
 
 	const merged: SalesforceContext = {
@@ -436,21 +486,55 @@ export async function seedSalesforceContext(): Promise<SalesforceContext | null>
 // Hint builder
 // ---------------------------------------------------------------------------
 
-export function buildSalesforceHint(ctx: SalesforceContext | null): SalesforceHint | undefined {
+export function buildSalesforceHint(
+	ctx: SalesforceContext | null,
+	profile?: { partner?: UserProfile["partner"]; territories?: string[] },
+): SalesforceHint | undefined {
 	if (!ctx?.pipelineSummary) return undefined;
 	const total = ctx.pipelineSummary.total;
-	const formatted =
-		total >= 1_000_000
-			? `$${(total / 1_000_000).toFixed(1)}M`
-			: total >= 1_000
-				? `$${(total / 1_000).toFixed(0)}K`
-				: `$${total.toFixed(0)}`;
-	const topTerritories = ctx.territories?.slice(0, 3).join(", ");
+	const fmtAmount = (n: number) =>
+		n >= 1_000_000
+			? `$${(n / 1_000_000).toFixed(1)}M`
+			: n >= 1_000
+				? `$${(n / 1_000).toFixed(0)}K`
+				: `$${n.toFixed(0)}`;
+	const formatted = fmtAmount(total);
+
+	// Territory priority: user-profile > deprecated confirmed > top 3 discovered
+	const territorySource = profile?.territories?.length
+		? profile.territories
+		: ctx.confirmedTerritories?.length
+			? ctx.confirmedTerritories
+			: ctx.territories?.slice(0, 3);
+	const topTerritories = territorySource?.join(", ");
+
+	// Forecast breakdown
+	const byForecast = ctx.pipelineSummary.byForecast;
+	const forecastParts: string[] = [];
+	for (const cat of ["Commit", "Best Case", "Pipeline"]) {
+		const entry = byForecast[cat];
+		if (entry && entry.amount > 0) {
+			const label = cat === "Best Case" ? "BC" : cat === "Pipeline" ? "Pipe" : cat;
+			forecastParts.push(`${label} ${fmtAmount(entry.amount)}`);
+		}
+	}
+	const forecastBreakdown = forecastParts.length > 0 ? forecastParts.join(", ") : undefined;
+
+	// Partner priority: user-profile > deprecated confirmed > auto-discovered
+	const profilePartner = profile?.partner;
+	const partner = profilePartner ?? ctx.confirmedPartner ?? ctx.discoveredPartner;
+	const isUserAuthored = !!profilePartner || !!ctx.confirmedPartner;
+	const partnerName = partner?.name ? (isUserAuthored ? partner.name : `${partner.name} (unconfirmed)`) : undefined;
+	const partnerRole = partner?.role;
+
 	return {
 		pipelineTotal: formatted,
 		dealCount: ctx.pipelineSummary.dealCount,
 		accountCount: ctx.activeAccounts?.length ?? 0,
 		territories: topTerritories,
+		forecastBreakdown,
+		partnerName,
+		partnerRole,
 	};
 }
 
@@ -458,7 +542,10 @@ export function buildSalesforceHint(ctx: SalesforceContext | null): SalesforceHi
 // Markdown renderer
 // ---------------------------------------------------------------------------
 
-export function renderSalesforceContextMarkdown(ctx: SalesforceContext | null): string {
+export function renderSalesforceContextMarkdown(
+	ctx: SalesforceContext | null,
+	profile?: { partner?: UserProfile["partner"]; territories?: string[]; role?: string },
+): string {
 	if (!ctx) {
 		return "No Salesforce context. Use `xcsh://salesforce?refresh=true` to discover.";
 	}
@@ -584,6 +671,43 @@ export function renderSalesforceContextMarkdown(ctx: SalesforceContext | null):
 		}
 	}
 
+	// Action Needed: guide user to set identity facts in user-profile.json
+	const needsConfirmation: string[] = [];
+	const profileHasPartner = !!profile?.partner?.name;
+	const profileHasTerritories = !!profile?.territories?.length;
+	if (!profileHasPartner && ctx.discoveredPartner) {
+		needsConfirmation.push(
+			`- **Partner:** Discovered "${ctx.discoveredPartner.name}" (${ctx.discoveredPartner.role}) from opportunity co-membership.`,
+		);
+		needsConfirmation.push(
+			`  To confirm: add \`"partner": { "name": "${ctx.discoveredPartner.name}", "role": "${ctx.discoveredPartner.role}" }\` to \`~/.xcsh/user-profile.json\``,
+		);
+	}
+	if (!profileHasTerritories && ctx.territories?.length) {
+		const examples = ctx.territories
+			.slice(0, 2)
+			.map(t => `"${t}"`)
+			.join(", ");
+		needsConfirmation.push(
+			`- **Territories:** ${ctx.territories.length} discovered from pipeline. Primary ones are unknown.`,
+		);
+		needsConfirmation.push(`  To confirm: add \`"territories": [${examples}]\` to \`~/.xcsh/user-profile.json\``);
+	}
+	if (!profile?.role) {
+		needsConfirmation.push(
+			`- **Role:** Not set. Add \`"role": "SE"\` (or AE/CSM/SA/etc.) to \`~/.xcsh/user-profile.json\``,
+		);
+	}
+	if (needsConfirmation.length > 0) {
+		sections.push("\n## Setup: Identity Facts");
+		sections.push(
+			"\nThe following are unknown. Set them in `~/.xcsh/user-profile.json` to get accurate partner-scoped pipeline reports.\n",
+		);
+		for (const line of needsConfirmation) {
+			sections.push(line);
+		}
+	}
+
 	// Footer
 	sections.push(`\n---\n*Collected: ${ctx.collectedAt}*`);
 

package/src/internal-urls/user-profile.ts

@@ -46,6 +46,22 @@ export interface UserProfile {
 	image?: string;
 	sameAs?: string[];
 	identifiers?: { github?: string; twitter?: string; salesforceId?: string };
+	/** User-authored: short role label, e.g. 'SE', 'AE', 'CSM', 'SA'. Set manually; not derived from Salesforce. */
+	role?: string;
+	/**
+	 * User-authored: confirmed partner (AE/SE counterpart, CSM, etc.).
+	 * Set manually in user-profile.json. Survives Salesforce re-seeds.
+	 */
+	partner?: {
+		/** Salesforce User Id — used to scope pipeline queries */
+		id?: string;
+		name: string;
+		title?: string;
+		/** Short role label, e.g. 'AE', 'SE', 'CSM' */
+		role?: string;
+	};
+	/** User-authored: primary territory names. Exact Salesforce field values. Scopes pipeline reports. */
+	territories?: string[];
 	observations?: UserProfileObservation[];
 	sources?: { salesforce?: string; github?: string; system?: string; conversation?: string };
 	updatedAt?: string;

package/src/pipeline-report/generator.ts

@@ -231,6 +231,8 @@ export async function generatePipelineReport(options: PipelineReportOptions): Pr
 	const staleCutoff = options.staleCutoff;
 
 	const userFilter = buildUserFilter(userIds);
+	const ownerFilter =
+		userIds.length === 1 ? `OwnerId = '${userIds[0]}'` : `OwnerId IN (${userIds.map(id => `'${id}'`).join(",")})`;
 	const skuFilter = buildSkuFilter(skuPrefixes);
 
 	const fields = [
@@ -245,7 +247,7 @@ export async function generatePipelineReport(options: PipelineReportOptions): Pr
 	const quarterDateFilter = `Opportunity.CloseDate >= ${quarterStart} AND Opportunity.CloseDate <= ${quarterEnd}`;
 	const inPlayDateFilter = staleCutoff ? `Opportunity.CloseDate >= ${staleCutoff}` : quarterDateFilter;
 
-	const teamScope = `OpportunityId IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE ${userFilter})`;
+	const teamScope = `(OpportunityId IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE ${userFilter}) OR ${ownerFilter})`;
 
 	// In-play: uses staleCutoff if set, otherwise quarter dates
 	// Booked: always quarter dates
@@ -280,7 +282,7 @@ export async function generatePipelineReport(options: PipelineReportOptions): Pr
 	const renewalDateFilter = staleCutoff
 		? `CloseDate >= ${staleCutoff}`
 		: `CloseDate >= ${quarterStart} AND CloseDate <= ${quarterEnd}`;
-	const renewalWhere = `Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE ${userFilter}) AND IsClosed = false AND Renewal__c = true AND ${renewalDateFilter} AND ForecastCategoryName != 'Omitted' AND (True_ACV__c > 1 OR Upsell_ACV__c > 1 OR Amount > 1)`;
+	const renewalWhere = `(Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE ${userFilter}) OR ${ownerFilter}) AND IsClosed = false AND Renewal__c = true AND ${renewalDateFilter} AND ForecastCategoryName != 'Omitted' AND (True_ACV__c > 1 OR Upsell_ACV__c > 1 OR Amount > 1)`;
 
 	const renewalRecords = await runSfQuery(
 		`SELECT ${renewalFields} FROM Opportunity WHERE ${renewalWhere} ORDER BY True_ACV__c DESC NULLS LAST`,

package/src/pipeline-report/renderer.ts

@@ -12,53 +12,6 @@ function fmtCompact(val: number): string {
 	return `$${val.toFixed(0)}`;
 }
 
-interface ColumnDef {
-	header: string;
-	key: keyof AccountRow;
-}
-
-function renderSection(title: string, section: SectionData, columns: ColumnDef[]): string {
-	if (section.accounts.length === 0) return "";
-
-	const lines: string[] = [];
-	lines.push(`## ${title}`);
-	lines.push("");
-
-	const hdrs = ["Account", ...columns.map(c => c.header)];
-	lines.push(`| ${hdrs.join(" | ")} |`);
-	lines.push(`|${[":---", ...columns.map(() => "---:")].join("|")}|`);
-
-	// Group by territory
-	const byTerritory = new Map<string, AccountRow[]>();
-	for (const row of section.accounts) {
-		const t = row.territory || "Unassigned";
-		const arr = byTerritory.get(t) ?? [];
-		arr.push(row);
-		byTerritory.set(t, arr);
-	}
-
-	for (const [territory, rows] of byTerritory) {
-		if (byTerritory.size > 1) {
-			lines.push(`| **\u2014 ${territory} \u2014** | ${columns.map(() => "").join(" | ")} |`);
-		}
-		for (const row of rows) {
-			const vals = columns.map(c => fmtCurrency(row[c.key] as number));
-			lines.push(`| ${row.name} | ${vals.join(" | ")} |`);
-		}
-	}
-
-	const totalVals = columns.map(c => {
-		const v = (section.totals as unknown as Record<string, number>)[c.key] ?? 0;
-		return `**${fmtCurrency(v)}**`;
-	});
-	lines.push(`| **Total** | ${totalVals.join(" | ")} |`);
-	lines.push("");
-	lines.push(`**Quota Total (Platform + Shape/DI):** ${fmtCompact(section.quotaTotal)}`);
-	lines.push("");
-
-	return lines.join("\n");
-}
-
 function renderAnomalies(anomalies: DataAnomaly[]): string {
 	if (anomalies.length === 0) return "";
 
@@ -93,6 +46,26 @@ export function renderPipelineReport(data: PipelineReportData, _instanceUrl: str
 	lines.push(`**Line items:** ${data.lineItemCount} | **SKUs:** ${data.skusFound.length}`);
 	lines.push("");
 
+	// Executive summary
+	const summaryParts: string[] = [];
+	if (data.netNew.quotaTotal > 0) {
+		summaryParts.push(`Net New: ${fmtCompact(data.netNew.quotaTotal)} (${data.netNew.accounts.length} accounts)`);
+	}
+	if (data.renewals.quotaTotal > 0) {
+		summaryParts.push(
+			`Renewals: ${fmtCompact(data.renewals.quotaTotal)} (${data.renewals.accounts.length} accounts)`,
+		);
+	}
+	if (data.booked.quotaTotal > 0) {
+		summaryParts.push(`Booked: ${fmtCompact(data.booked.quotaTotal)}`);
+	} else {
+		summaryParts.push("Booked: $0");
+	}
+	if (summaryParts.length > 0) {
+		lines.push(`**Summary:** ${summaryParts.join(" | ")}`);
+		lines.push("");
+	}
+
 	// Helper: render one product group (Platform or Point) as its own sub-table
 	function renderProductGroup(
 		sectionTitle: string,
@@ -146,7 +119,14 @@ export function renderPipelineReport(data: PipelineReportData, _instanceUrl: str
 	}
 
 	const booked = renderBiSection("Closed \u2014 Booked This Quarter", data.booked);
-	if (booked) lines.push(booked);
+	if (booked) {
+		lines.push(booked);
+	} else {
+		lines.push("## Closed \u2014 Booked This Quarter");
+		lines.push("");
+		lines.push("No deals closed this quarter.");
+		lines.push("");
+	}
 
 	const netNew = renderBiSection("Open Pipeline \u2014 Net New", data.netNew);
 	if (netNew) lines.push(netNew);

package/src/prompts/system/system-prompt.md

@@ -152,16 +152,15 @@ Available F5 XC documentation topics: {{knowledgeTopics}}.
 {{#if userProfile}}
 ## Primary Human
 
-{{userProfile.name}}, {{userProfile.role}}, {{userProfile.org}}.
-`xcsh://user`. **MUST** read when: identity, communications, personal identifiers. **SHOULD NOT** for routine technical work.
+{{userProfile.name}}, {{userProfile.role}}, {{userProfile.org}}. `xcsh://user` **MUST** read: identity, comms, PII. **SHOULD NOT** routine work.
 {{/if}}
 
 {{#if computerProfile}}
-`xcsh://computer`. {{computerProfile.ramGB}}GB RAM, {{computerProfile.cpu}}, {{computerProfile.os}}{{#if computerProfile.cores}} ({{computerProfile.cores}} cores){{/if}}{{#if computerProfile.shell}}, {{computerProfile.shell}}{{/if}}.{{#if computerProfile.managed}} Managed.{{/if}}
+`xcsh://computer`. {{computerProfile.ramGB}}GB, {{computerProfile.cpu}}, {{computerProfile.os}}{{#if computerProfile.shell}}, {{computerProfile.shell}}{{/if}}.{{#if computerProfile.managed}} Managed{{#unless computerProfile.admin}} (not admin{{#if computerProfile.endpointAgentCount}}, {{computerProfile.endpointAgentCount}} agents{{/if}}){{/unless}}.{{/if}}
 {{/if}}
 
 {{#if salesforceHint}}
-`xcsh://salesforce`. {{salesforceHint.dealCount}} deals, {{salesforceHint.pipelineTotal}} pipeline, {{salesforceHint.accountCount}} accounts{{#if salesforceHint.territories}} ({{salesforceHint.territories}}){{/if}}.
+`xcsh://salesforce`. {{salesforceHint.pipelineTotal}}{{#if salesforceHint.territories}} ({{salesforceHint.territories}}){{/if}}.{{#if salesforceHint.partnerName}} {{salesforceHint.partnerRole}}: {{salesforceHint.partnerName}}.{{/if}}{{#if salesforceHint.forecastBreakdown}} {{salesforceHint.forecastBreakdown}}.{{/if}}
 {{/if}}
 
 {{#if contextFiles.length}}

package/src/sdk.ts

@@ -74,7 +74,7 @@ import {
 } from "./internal-urls";
 import { buildComputerHint, loadComputerProfile } from "./internal-urls/computer-profile";
 import { buildSalesforceHint, loadSalesforceContext } from "./internal-urls/salesforce-context";
-import { loadProfile } from "./internal-urls/user-profile";
+import { loadProfile, type UserProfile } from "./internal-urls/user-profile";
 import { disposeAllKernelSessions, disposeKernelSessionsByOwner } from "./ipy/executor";
 import { LSP_STARTUP_EVENT_CHANNEL, type LspStartupEvent } from "./lsp/startup-events";
 import { discoverAndLoadMCPTools, type MCPManager, type MCPToolsLoadResult } from "./mcp";
@@ -1453,25 +1453,26 @@ export async function createAgentSession(options: CreateAgentSessionOptions = {}
 				}
 				appendPrompt = parts.join("\n\n");
 			}
-			// Load compact user profile for system prompt hint
-			let userProfile: { name: string; role: string; org: string } | undefined;
+			// Load user profile — used for system prompt hint AND Salesforce context
+			let _profile: UserProfile;
 			try {
-				const _profile = await loadProfile();
-				if (_profile.givenName || _profile.familyName) {
-					const _name = [_profile.givenName, _profile.familyName].filter(Boolean).join(" ");
-					if (_name) {
-						userProfile = {
-							name: _name,
-							role: _profile.jobTitle ?? "",
-							org:
-								typeof _profile.worksFor === "string"
-									? _profile.worksFor
-									: ((_profile.worksFor as { name?: string } | undefined)?.name ?? ""),
-						};
-					}
-				}
+				_profile = await loadProfile();
 			} catch {
-				// No profile — hint block omitted
+				_profile = {};
+			}
+			let userProfile: { name: string; role: string; org: string } | undefined;
+			if (_profile.givenName || _profile.familyName) {
+				const _name = [_profile.givenName, _profile.familyName].filter(Boolean).join(" ");
+				if (_name) {
+					userProfile = {
+						name: _name,
+						role: _profile.role ?? _profile.jobTitle ?? "",
+						org:
+							typeof _profile.worksFor === "string"
+								? _profile.worksFor
+								: ((_profile.worksFor as { name?: string } | undefined)?.name ?? ""),
+					};
+				}
 			}
 
 			// Load compact computer profile hint for system prompt
@@ -1493,13 +1494,13 @@ export async function createAgentSession(options: CreateAgentSessionOptions = {}
 				// No computer profile — hint block omitted
 			}
 
-			// Load compact Salesforce pipeline hint for system prompt
+			// Load compact Salesforce pipeline hint — profile provides partner/territory context
 			let salesforceHint:
 				| { pipelineTotal: string; dealCount: number; accountCount: number; territories?: string }
 				| undefined;
 			try {
 				const _sfContext = await loadSalesforceContext();
-				salesforceHint = buildSalesforceHint(_sfContext) ?? undefined;
+				salesforceHint = buildSalesforceHint(_sfContext, _profile) ?? undefined;
 			} catch {
 				// No Salesforce context — hint block omitted
 			}

package/src/system-prompt.ts

@@ -474,6 +474,9 @@ export interface BuildSystemPromptOptions {
 		shell?: string;
 		diskFree?: string;
 		model?: string;
+		managed?: boolean;
+		admin?: boolean;
+		endpointAgentCount?: number;
 	};
 	/** Compact Salesforce pipeline hint. Omit when no Salesforce context cached. */
 	salesforceHint?: {
@@ -481,6 +484,12 @@ export interface BuildSystemPromptOptions {
 		dealCount: number;
 		accountCount: number;
 		territories?: string;
+		/** Compact forecast breakdown, e.g. 'Commit $500K + Best $472K + Pipe $1.9M' */
+		forecastBreakdown?: string;
+		/** Confirmed AE partner name */
+		partnerName?: string;
+		/** Partner role abbreviation: 'AE', 'SE', 'other' */
+		partnerRole?: string;
 	};
 	knowledgeTopics?: string;
 	contextSkillDirs?: string[];