@f5xc-salesdemos/xcsh 18.51.0 → 18.52.0

package/package.json

@@ -1,7 +1,7 @@
 {
 	"type": "module",
 	"name": "@f5xc-salesdemos/xcsh",
-	"version": "18.51.0",
+	"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": "18.51.0",
-		"@f5xc-salesdemos/pi-agent-core": "18.51.0",
-		"@f5xc-salesdemos/pi-ai": "18.51.0",
-		"@f5xc-salesdemos/pi-natives": "18.51.0",
-		"@f5xc-salesdemos/pi-tui": "18.51.0",
-		"@f5xc-salesdemos/pi-utils": "18.51.0",
+		"@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": "18.51.0",
-	"commit": "26d7bec7de8e9a3619ed4f3219959ff1bc2c206f",
-	"shortCommit": "26d7bec",
+	"version": "18.52.0",
+	"commit": "896d3c21a90cd0c7b02ce19558b5799c72369056",
+	"shortCommit": "896d3c2",
 	"branch": "main",
-	"tag": "v18.51.0",
-	"commitDate": "2026-05-08T23:52:42Z",
-	"buildDate": "2026-05-09T00:19:09.023Z",
+	"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/26d7bec7de8e9a3619ed4f3219959ff1bc2c206f",
-	"releaseUrl": "https://github.com/f5xc-salesdemos/xcsh/releases/tag/v18.51.0"
+	"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

@@ -129,6 +129,8 @@ export interface SalesforceHint {
 	orgAlias?: string;
 	/** Partner Salesforce UserId for AE-owned deal queries */
 	partnerId?: string;
+	/** Quarterly quota target for coverage ratio, from user profile */
+	quota?: number;
 }
 
 // ---------------------------------------------------------------------------
@@ -511,7 +513,7 @@ function formatTerritoryDisplay(territories: string[] | undefined, budget: numbe
 
 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;
@@ -562,6 +564,7 @@ export function buildSalesforceHint(
 		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/prompts/system/system-prompt.md

@@ -162,7 +162,7 @@ Available F5 XC documentation topics: {{knowledgeTopics}}.
 {{#if salesforceHint}}
 `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}}
+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

@@ -38,6 +38,18 @@ Lost/abandoned deals this year:
 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
 
@@ -65,6 +77,10 @@ AE-owned deals: SFDC does not allow OR with semi-join subselects. Run a SEPARATE
 
 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

@@ -494,6 +494,8 @@ export interface BuildSystemPromptOptions {
 		orgAlias?: string;
 		/** Partner Salesforce UserId for AE-owned deal queries */
 		partnerId?: string;
+		/** Quarterly quota target for coverage ratio */
+		quota?: number;
 	};
 	knowledgeTopics?: string;
 	contextSkillDirs?: string[];