@f5xc-salesdemos/xcsh 18.50.0 → 18.52.0

package/package.json

@@ -1,7 +1,7 @@
 {
 	"type": "module",
 	"name": "@f5xc-salesdemos/xcsh",
-	"version": "18.50.0",
+	"version": "18.52.0",
 	"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": "18.50.0",
-		"@f5xc-salesdemos/pi-agent-core": "18.50.0",
-		"@f5xc-salesdemos/pi-ai": "18.50.0",
-		"@f5xc-salesdemos/pi-natives": "18.50.0",
-		"@f5xc-salesdemos/pi-tui": "18.50.0",
-		"@f5xc-salesdemos/pi-utils": "18.50.0",
+		"@f5xc-salesdemos/xcsh-stats": "18.52.0",
+		"@f5xc-salesdemos/pi-agent-core": "18.52.0",
+		"@f5xc-salesdemos/pi-ai": "18.52.0",
+		"@f5xc-salesdemos/pi-natives": "18.52.0",
+		"@f5xc-salesdemos/pi-tui": "18.52.0",
+		"@f5xc-salesdemos/pi-utils": "18.52.0",
 		"@sinclair/typebox": "^0.34",
 		"@xterm/headless": "^6.0",
 		"ajv": "^8.18",

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

@@ -17,17 +17,17 @@ export interface BuildInfo {
 }
 
 export const BUILD_INFO: BuildInfo = {
-	"version": "18.50.0",
-	"commit": "026774fcc6c6e909bc5a3dffa6f1e019f7bb95d3",
-	"shortCommit": "026774f",
+	"version": "18.52.0",
+	"commit": "896d3c21a90cd0c7b02ce19558b5799c72369056",
+	"shortCommit": "896d3c2",
 	"branch": "main",
-	"tag": "v18.50.0",
-	"commitDate": "2026-05-08T23:09:25Z",
-	"buildDate": "2026-05-08T23:30:02.931Z",
-	"dirty": true,
+	"tag": "v18.52.0",
+	"commitDate": "2026-05-09T01:55:47Z",
+	"buildDate": "2026-05-09T02:23:57.907Z",
+	"dirty": false,
 	"prNumber": "",
 	"repoUrl": "https://github.com/f5xc-salesdemos/xcsh",
 	"repoSlug": "f5xc-salesdemos/xcsh",
-	"commitUrl": "https://github.com/f5xc-salesdemos/xcsh/commit/026774fcc6c6e909bc5a3dffa6f1e019f7bb95d3",
-	"releaseUrl": "https://github.com/f5xc-salesdemos/xcsh/releases/tag/v18.50.0"
+	"commitUrl": "https://github.com/f5xc-salesdemos/xcsh/commit/896d3c21a90cd0c7b02ce19558b5799c72369056",
+	"releaseUrl": "https://github.com/f5xc-salesdemos/xcsh/releases/tag/v18.52.0"
 };

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

@@ -125,6 +125,12 @@ export interface SalesforceHint {
 	partnerName?: string;
 	/** Partner role label, e.g. 'AE', 'SE', 'CSM' */
 	partnerRole?: string;
+	/** Org alias for SOQL queries, e.g. 'SFDC' */
+	orgAlias?: string;
+	/** Partner Salesforce UserId for AE-owned deal queries */
+	partnerId?: string;
+	/** Quarterly quota target for coverage ratio, from user profile */
+	quota?: number;
 }
 
 // ---------------------------------------------------------------------------
@@ -483,12 +489,31 @@ export async function seedSalesforceContext(): Promise<SalesforceContext | null>
 }
 
 // ---------------------------------------------------------------------------
+/** Format territory list with a character budget. If joined string exceeds budget, truncate with +N more. */
+function formatTerritoryDisplay(territories: string[] | undefined, budget: number): string | undefined {
+	if (!territories?.length) return undefined;
+	const joined = territories.join(", ");
+	if (joined.length <= budget) return joined;
+	// Include as many territories as fit, leaving room for the "+N more" suffix
+	let result = territories[0];
+	let included = 1;
+	for (let i = 1; i < territories.length; i++) {
+		const candidate = `${result}, ${territories[i]}`;
+		// Reserve ~10 chars for ", +N more" suffix
+		if (candidate.length > budget - 10) break;
+		result = candidate;
+		included++;
+	}
+	const remaining = territories.length - included;
+	if (remaining > 0) result += `, +${remaining} more`;
+	return result;
+}
 // Hint builder
 // ---------------------------------------------------------------------------
 
 export function buildSalesforceHint(
 	ctx: SalesforceContext | null,
-	profile?: { partner?: UserProfile["partner"]; territories?: string[] },
+	profile?: { partner?: UserProfile["partner"]; territories?: string[]; quota?: number },
 ): SalesforceHint | undefined {
 	if (!ctx?.pipelineSummary) return undefined;
 	const total = ctx.pipelineSummary.total;
@@ -506,7 +531,9 @@ export function buildSalesforceHint(
 		: ctx.confirmedTerritories?.length
 			? ctx.confirmedTerritories
 			: ctx.territories?.slice(0, 3);
-	const topTerritories = territorySource?.join(", ");
+	// Display budget: if joined string exceeds 60 chars, truncate with +N more
+	const TERRITORY_CHAR_BUDGET = 60;
+	const topTerritories = formatTerritoryDisplay(territorySource, TERRITORY_CHAR_BUDGET);
 
 	// Forecast breakdown
 	const byForecast = ctx.pipelineSummary.byForecast;
@@ -535,6 +562,9 @@ export function buildSalesforceHint(
 		forecastBreakdown,
 		partnerName,
 		partnerRole,
+		orgAlias: ctx.orgAlias,
+		partnerId: partner?.id,
+		quota: profile?.quota,
 	};
 }
 

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

@@ -62,6 +62,8 @@ export interface UserProfile {
 	};
 	/** User-authored: primary territory names. Exact Salesforce field values. Scopes pipeline reports. */
 	territories?: string[];
+	/** User-authored: quarterly quota target in dollars. Used for coverage ratio calculations. */
+	quota?: number;
 	observations?: UserProfileObservation[];
 	sources?: { salesforce?: string; github?: string; system?: string; conversation?: string };
 	updatedAt?: string;

package/src/pipeline-report/types.ts

@@ -8,12 +8,12 @@ export interface SkuClassification {
 
 /** Default classification — discoverable from actual pipeline data. */
 export const DEFAULT_SKU_CLASSIFICATION: SkuClassification = {
-	platform: ["F5-V-O", "F5-XC", "F5-FAS-WAF", "F5-FAS-API", "F5-UTIL", "F5-CST"],
+	platform: ["F5-V-O", "F5-XC", "F5-FAS-WAF", "F5-FAS-API", "F5-UTIL", "F5-CST", "F5-ELA"],
 	shape: ["F5-SHP", "F5-FAS-BOT", "F5-FAS-DOS"],
 };
 
 /** All SKU prefixes that define the XC/Shape overlay product scope. */
-export const DEFAULT_SKU_PREFIXES = ["F5-V-O", "F5-XC", "F5-FAS", "F5-SHP", "F5-UTIL", "F5-CST"];
+export const DEFAULT_SKU_PREFIXES = ["F5-V-O", "F5-XC", "F5-FAS", "F5-SHP", "F5-UTIL", "F5-CST", "F5-ELA"];
 
 export interface LineItemRecord {
 	opportunityId: string;

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

@@ -160,7 +160,9 @@ Available F5 XC documentation topics: {{knowledgeTopics}}.
 {{/if}}
 
 {{#if salesforceHint}}
-`xcsh://salesforce`. {{salesforceHint.pipelineTotal}}{{#if salesforceHint.territories}} ({{salesforceHint.territories}}){{/if}}.{{#if salesforceHint.partnerName}} {{salesforceHint.partnerRole}}: {{salesforceHint.partnerName}}.{{/if}}{{#if salesforceHint.forecastBreakdown}} {{salesforceHint.forecastBreakdown}}.{{/if}}
+`xcsh://salesforce`{{#if salesforceHint.orgAlias}} ({{salesforceHint.orgAlias}}){{/if}}. {{salesforceHint.pipelineTotal}}{{#if salesforceHint.territories}} ({{salesforceHint.territories}}){{/if}}.{{#if salesforceHint.partnerName}} {{salesforceHint.partnerRole}}: {{salesforceHint.partnerName}}.{{/if}}{{#if salesforceHint.forecastBreakdown}} {{salesforceHint.forecastBreakdown}}.{{/if}}
+
+Pipeline queries: current fiscal quarter, team-member scoped, Commit/BestCase first. Do NOT dump all-time open pipeline.{{#if salesforceHint.orgAlias}} Always use target_org: {{salesforceHint.orgAlias}}.{{/if}}{{#if salesforceHint.partnerId}} AE UserId: {{salesforceHint.partnerId}}.{{/if}}{{#if salesforceHint.quota}} Quarterly quota: ${{salesforceHint.quota}}. Coverage = pipeline/quota, healthy is 3x-5x.{{/if}}
 {{/if}}
 
 {{#if contextFiles.length}}

package/src/prompts/tools/sf-query.md

@@ -5,11 +5,50 @@ Use for pipeline reporting, case management, account intelligence, and ad-hoc da
 
 Common query templates (substitute {userId} from user profile — read `xcsh://user` to get identifiers.salesforceId):
 
-Pipeline summary:
-  SELECT StageName, COUNT(Id) TotalDeals, SUM(Amount) TotalAmount FROM Opportunity WHERE IsClosed = false GROUP BY StageName ORDER BY SUM(Amount) DESC LIMIT 50
+In-quarter pipeline (current fiscal quarter, team-scoped):
+  SELECT Account.Name, Name, Amount, StageName, ForecastCategoryName, CloseDate, Owner.Name, LastActivityDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND CloseDate = THIS_FISCAL_QUARTER AND ForecastCategoryName <> 'Omitted' ORDER BY Amount DESC NULLS LAST LIMIT 50
 
-My open deals:
-  SELECT Name, StageName, Amount, CloseDate, Account.Name FROM Opportunity WHERE OwnerId = '{userId}' AND IsClosed = false ORDER BY CloseDate LIMIT 50
+Forecast breakdown (current quarter):
+  SELECT ForecastCategoryName, SUM(Amount) TotalAmount, COUNT(Id) TotalDeals FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND CloseDate = THIS_FISCAL_QUARTER AND ForecastCategoryName <> 'Omitted' GROUP BY ForecastCategoryName ORDER BY SUM(Amount) DESC
+
+Closing within 30 days:
+  SELECT Account.Name, Name, Amount, StageName, ForecastCategoryName, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND CloseDate = NEXT_N_DAYS:30 ORDER BY CloseDate ASC LIMIT 20
+
+Booked this quarter (closed-won):
+  SELECT Account.Name, Name, Amount, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsWon = true AND CloseDate = THIS_FISCAL_QUARTER ORDER BY Amount DESC LIMIT 30
+
+Slipped deals (close date in the past but recent — last 6 months):
+  SELECT Account.Name, Name, Amount, StageName, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND CloseDate < TODAY AND CloseDate = LAST_N_DAYS:180 ORDER BY Amount DESC NULLS LAST LIMIT 20
+
+Commit deals only ("what's my commit"):
+  SELECT Account.Name, Name, Amount, StageName, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND CloseDate = THIS_FISCAL_QUARTER AND ForecastCategoryName = 'Commit' ORDER BY Amount DESC NULLS LAST LIMIT 20
+
+Account pipeline ("show me [account]"):
+  SELECT Name, Amount, StageName, ForecastCategoryName, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND Account.Name LIKE '%{account}%' ORDER BY Amount DESC NULLS LAST LIMIT 20
+
+Pipeline by account ("which accounts have the most pipeline"):
+  SELECT Account.Name, COUNT(Id) DealCount, SUM(Amount) TotalAmount FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND ForecastCategoryName <> 'Omitted' GROUP BY Account.Name ORDER BY SUM(Amount) DESC NULLS LAST LIMIT 15
+
+Recently changed in-quarter deals ("what changed this week"):
+  SELECT Account.Name, Name, Amount, StageName, ForecastCategoryName, CloseDate, LastModifiedDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND CloseDate = THIS_FISCAL_QUARTER AND LastModifiedDate = LAST_N_DAYS:7 ORDER BY LastModifiedDate DESC LIMIT 20
+
+Lost/abandoned deals this year:
+  SELECT Account.Name, Name, Amount, StageName, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = true AND IsWon = false AND CloseDate = THIS_FISCAL_YEAR ORDER BY CloseDate DESC NULLS LAST LIMIT 20
+
+Last quarter booked (closed-won):
+  SELECT Account.Name, Name, Amount, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsWon = true AND CloseDate = LAST_FISCAL_QUARTER ORDER BY Amount DESC LIMIT 20
+
+Pipeline generation this quarter ("what's my pipeline generation", "what deals were created this quarter"):
+  SELECT Account.Name, Name, Amount, StageName, ForecastCategoryName, CreatedDate, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND CreatedDate = THIS_FISCAL_QUARTER ORDER BY Amount DESC NULLS LAST LIMIT 20
+
+Win rate ("what's my win rate"):
+  SELECT IsWon, COUNT(Id) DealCount, SUM(Amount) TotalAmount FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = true AND CloseDate = THIS_FISCAL_YEAR GROUP BY IsWon
+
+Year-to-date bookings / top wins ("what are my top wins this year", "year-to-date bookings"):
+  SELECT Account.Name, Name, Amount, CloseDate FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsWon = true AND CloseDate = THIS_FISCAL_YEAR ORDER BY Amount DESC LIMIT 20
+
+Pipeline by territory ("break down pipeline by territory", "territory performance summary"):
+  SELECT ETM_Core_Territory__c, COUNT(Id) DealCount, SUM(Amount) TotalAmount FROM Opportunity WHERE Id IN (SELECT OpportunityId FROM OpportunityTeamMember WHERE UserId = '{userId}') AND IsClosed = false AND ForecastCategoryName <> 'Omitted' GROUP BY ETM_Core_Territory__c ORDER BY SUM(Amount) DESC NULLS LAST
 
 Open cases:
   SELECT CaseNumber, Subject, Status, Priority, Account.Name, CreatedDate FROM Case WHERE IsClosed = false ORDER BY Priority, CreatedDate DESC LIMIT 50
@@ -17,6 +56,31 @@ Open cases:
 Account overview:
   SELECT Name, Industry, AnnualRevenue, Type, Owner.Name FROM Account WHERE Type = 'Customer' ORDER BY AnnualRevenue DESC LIMIT 50
 
+Pipeline report structure — when user asks for "pipeline report", "forecast", or "what's my pipeline":
+1. Run forecast breakdown query first to get the shape of the quarter
+2. Executive summary: in-quarter total, Commit/Best Case/Pipeline split, booked-to-date
+3. Top deals by account within each forecast category (Commit first, then Best Case)
+4. At-risk: slipped deals (CloseDate < TODAY) and early-stage deals closing soon
+5. Booked this quarter — what has already closed
+6. Recommended actions — for each risk, suggest a concrete next step (exec sponsor call, POC timeline, close plan review)
+Focus on in-quarter pipeline. Do NOT include deals closing in future quarters unless user asks.
+Flag deals with close dates in the past — these are slipped and need attention.
+Keep to 5-7 key metrics. A pipeline report is for action, not data inventory.
+
+Audience-aware formatting — adjust output based on who will read it:
+- **Self / AE partner:** Deal-level detail, close dates, stages, next technical actions.
+- **Manager ("report for my manager"):** Lead with commit total + deal-level evidence. Then risks: what slipped, what's stalled, mitigation plan. No technical detail — managers need forecast confidence, not architecture.
+- **Director/VP ("executive summary"):** Territory-level totals only. Commit/Best Case/Pipeline split. Coverage ratio if quota is known. One line per risk. No deal names unless asked.
+
+Scoping: User may be an overlay SE. Use OpportunityTeamMember scoping (not OwnerId) as the primary filter.
+AE-owned deals: SFDC does not allow OR with semi-join subselects. Run a SEPARATE query with OwnerId = '{aeId}' and merge results. Do not combine into one WHERE clause.
+
+Stage-based filtering: Add WHERE StageName clauses to any template when the user asks about deals needing technical engagement, demos, POCs, or specific stages. Early stages: 'Awareness', 'Research and Internal Education', 'Pending Initial Meeting'. Active stages: 'Budget and Timing Determination', 'Solution - Front Runner'. Late stages: 'Negotiation', 'Close - Booked'. Deals in early stages with close dates within 60 days are at-risk (insufficient time to progress).
+
+Territory-based filtering: Add WHERE clauses on territory fields when the user asks about specific territories, regions, or countries. Available fields: `ETM_Core_Territory__c` (exact territory, e.g. 'AMER: Major Accounts FinSvcs Red 9'), `Territory_Credited_Category__c` (category, e.g. 'Financial', 'OEM'), `Territory_Grouping__c` (region, e.g. 'USA', 'Canada'). Use LIKE '%keyword%' for partial matches (e.g. `ETM_Core_Territory__c LIKE '%Canada%'`). Always combine territory filters with `ForecastCategoryName <> 'Omitted'` or quarter scoping to avoid zombie pipeline noise.
+
+Coverage ratio: When the user asks about pipeline coverage or "do I have enough pipeline", calculate coverage = in-quarter pipeline total / quarterly quota target. Healthy coverage is 3x-5x quota. Below 2x is a risk. Use the forecast breakdown (T2) total as the numerator. Quota is available from the user profile when set.
+
 Results with relationship fields (e.g., Account.Name) are automatically flattened into dot-notation columns.
 If the query returns more than 10,000 records, suggest using sf data export bulk instead.
 Set use_tooling_api to true when querying metadata objects (ApexTrigger, ApexClass, CustomField).

package/src/sdk.ts

@@ -73,7 +73,7 @@ import {
 	SkillProtocolHandler,
 } from "./internal-urls";
 import { buildComputerHint, loadComputerProfile } from "./internal-urls/computer-profile";
-import { buildSalesforceHint, loadSalesforceContext } from "./internal-urls/salesforce-context";
+import { buildSalesforceHint, loadSalesforceContext, type SalesforceHint } from "./internal-urls/salesforce-context";
 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";
@@ -1495,9 +1495,7 @@ export async function createAgentSession(options: CreateAgentSessionOptions = {}
 			}
 
 			// Load compact Salesforce pipeline hint — profile provides partner/territory context
-			let salesforceHint:
-				| { pipelineTotal: string; dealCount: number; accountCount: number; territories?: string }
-				| undefined;
+			let salesforceHint: SalesforceHint | undefined;
 			try {
 				const _sfContext = await loadSalesforceContext();
 				salesforceHint = buildSalesforceHint(_sfContext, _profile) ?? undefined;

package/src/system-prompt.ts

@@ -490,6 +490,12 @@ export interface BuildSystemPromptOptions {
 		partnerName?: string;
 		/** Partner role abbreviation: 'AE', 'SE', 'other' */
 		partnerRole?: string;
+		/** Org alias for SOQL queries, e.g. 'SFDC' */
+		orgAlias?: string;
+		/** Partner Salesforce UserId for AE-owned deal queries */
+		partnerId?: string;
+		/** Quarterly quota target for coverage ratio */
+		quota?: number;
 	};
 	knowledgeTopics?: string;
 	contextSkillDirs?: string[];