@iblai/iblai-api 4.415.0-core → 4.416.0-core

package/sdk_schema.yml

@@ -1,7 +1,7 @@
 openapi: 3.0.3
 info:
   title: ibl-data-manager
-  version: 4.415.0-core
+  version: 4.416.0-core
   description: API for iblai
 paths:
   /api/analytics/content/:
@@ -28663,15 +28663,36 @@ paths:
     get:
       operationId: crm_activities_list
       description: |-
-        Returns a paginated list of Activities in your Platform. Supports filtering by `type`, `is_done`, `owner`, `deal`, `person`, schedule-from ranges, and `metadata__has_key`.
+        Returns a paginated list of Activities in your Platform. Supports filtering by `type`, `is_done`, `owner`, `deal`, `person`, `organization`, schedule-from ranges, and `metadata__has_key`.
 
         **Required permission:** `Ibl.CRM/Activities/list`.
       summary: List activities
       parameters:
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
       - in: query
         name: deal
         schema:
           type: number
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: is_done
         schema:
@@ -28680,6 +28701,17 @@ paths:
         name: metadata__has_key
         schema:
           type: string
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
+      - in: query
+        name: organization
+        schema:
+          type: string
+          format: uuid
       - in: query
         name: owner
         schema:
@@ -28711,6 +28743,19 @@ paths:
         schema:
           type: string
           format: date-time
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: type
         schema:
@@ -28751,7 +28796,7 @@ paths:
     post:
       operationId: crm_activities_create
       description: |-
-        Creates an Activity. Either `deal` or `person` must be supplied; both must belong to your Platform.
+        Creates an Activity. At least one of `deal`, `person` or `organization` must be supplied; all must belong to your Platform.
 
         **Required permission:** `Ibl.CRM/Activities/action`.
       summary: Create an activity
@@ -28989,6 +29034,27 @@ paths:
         schema:
           type: string
           format: date-time
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: expected_close_date__gte
         schema:
@@ -29003,6 +29069,12 @@ paths:
         name: metadata__has_key
         schema:
           type: string
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
       - in: query
         name: organization
         schema:
@@ -29033,6 +29105,12 @@ paths:
         name: pipeline
         schema:
           type: number
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
       - in: query
         name: source
         schema:
@@ -29041,6 +29119,13 @@ paths:
         name: stage
         schema:
           type: number
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: status
         schema:
@@ -29266,6 +29351,38 @@ paths:
           description: Missing required permission `Ibl.CRM/Deals/delete`.
         '404':
           description: Deal not found.
+  /api/crm/deals/{id}/history/:
+    get:
+      operationId: crm_deals_history_list
+      description: |-
+        The record's audit entries (create and field updates), newest first, up to 200, each with `changes: {field: [old, new]}` as strings (a null reads `"None"`). The actor is the platform user who made the change. Bulk writes (a person merge, links a delete clears) leave no entry.
+
+        **Required permission:** the record's `read` verb.
+      summary: Field-change history for this record
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this deal.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                type: array
+                items:
+                  $ref: '#/components/schemas/HistoryEntry'
+          description: ''
+        '403':
+          description: Missing the record's `read` permission.
+        '404':
+          description: Record not found.
   /api/crm/deals/{id}/lost/:
     post:
       operationId: crm_deals_lost_create
@@ -29496,6 +29613,321 @@ paths:
           description: Missing required permission `Ibl.CRM/Deals/write`.
         '404':
           description: Deal not found.
+  /api/crm/deals/board/:
+    get:
+      operationId: crm_deals_board_retrieve
+      description: |-
+        Every deal of one pipeline grouped by stage, in `sort_order`, with per-stage count, value and probability-weighted value. Each stage carries its newest `limit` deals; `has_more` says the stage holds more. The list filters (`owner`, `source`, `tags`, `search`, `status`, …) apply; `stage` is the grouping and `ordering` is ignored.
+
+        **Required permission:** `Ibl.CRM/Deals/list`.
+      summary: Deals grouped by stage (the board)
+      parameters:
+      - in: query
+        name: created_at__gte
+        schema:
+          type: string
+          format: date-time
+      - in: query
+        name: created_at__lte
+        schema:
+          type: string
+          format: date-time
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
+      - in: query
+        name: expected_close_date__gte
+        schema:
+          type: string
+          format: date-time
+      - in: query
+        name: expected_close_date__lte
+        schema:
+          type: string
+          format: date-time
+      - in: query
+        name: limit
+        schema:
+          type: integer
+        description: Deals per stage, 1–200 (default 100).
+      - in: query
+        name: metadata__has_key
+        schema:
+          type: string
+      - in: query
+        name: organization
+        schema:
+          type: string
+          format: uuid
+      - in: query
+        name: owner
+        schema:
+          type: number
+      - in: query
+        name: person
+        schema:
+          type: string
+          format: uuid
+      - in: query
+        name: pipeline
+        schema:
+          type: integer
+        description: 'Pipeline id (default: the default pipeline).'
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - in: query
+        name: source
+        schema:
+          type: number
+      - in: query
+        name: stage
+        schema:
+          type: number
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
+      - in: query
+        name: status
+        schema:
+          type: string
+          enum:
+          - lost
+          - open
+          - won
+        description: |-
+          Service-managed (read-only in serializer). Derived from the destination stage's is_won/is_lost.
+
+          * `open` - Open
+          * `won` - Won
+          * `lost` - Lost
+      - in: query
+        name: tags
+        schema:
+          type: string
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/DealBoard'
+          description: ''
+        '400':
+          description: Bad `pipeline` or `limit`.
+        '403':
+          description: Missing required permission `Ibl.CRM/Deals/list`.
+        '404':
+          description: Pipeline not found.
+  /api/crm/favorites/:
+    get:
+      operationId: crm_favorites_list
+      description: |-
+        Your starred persons, organizations and deals in this Platform, newest first.
+
+        **Required permission:** `Ibl.CRM/Favorites/list`.
+      summary: List my favorites
+      parameters:
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - in: query
+        name: deal
+        schema:
+          type: number
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
+      - in: query
+        name: organization
+        schema:
+          type: string
+          format: uuid
+      - name: page
+        required: false
+        in: query
+        description: A page number within the paginated result set.
+        schema:
+          type: integer
+      - name: page_size
+        required: false
+        in: query
+        description: Number of results to return per page.
+        schema:
+          type: integer
+      - in: query
+        name: person
+        schema:
+          type: string
+          format: uuid
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/PaginatedFavoriteList'
+          description: ''
+        '401':
+          description: Authentication required.
+        '403':
+          description: Missing required permission `Ibl.CRM/Favorites/list`.
+    post:
+      operationId: crm_favorites_create
+      description: |-
+        Stars exactly one of `person`, `organization`, `deal`. Starring a record you already starred returns the existing favorite with `200`. You also need the target's `read` permission.
+
+        **Required permission:** `Ibl.CRM/Favorites/action`.
+      summary: Star a record
+      tags:
+      - crm
+      requestBody:
+        content:
+          application/json:
+            schema:
+              $ref: '#/components/schemas/Favorite'
+          application/scim+json:
+            schema:
+              $ref: '#/components/schemas/Favorite'
+          application/x-www-form-urlencoded:
+            schema:
+              $ref: '#/components/schemas/Favorite'
+          multipart/form-data:
+            schema:
+              $ref: '#/components/schemas/Favorite'
+          '*/*':
+            schema:
+              $ref: '#/components/schemas/Favorite'
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '201':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/Favorite'
+          description: ''
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/Favorite'
+          description: ''
+        '400':
+          description: Not exactly one target.
+        '403':
+          description: Missing `Ibl.CRM/Favorites/action` or the target's `read`.
+  /api/crm/favorites/{id}/:
+    get:
+      operationId: crm_favorites_retrieve
+      description: '**Required permission:** `Ibl.CRM/Favorites/read`.'
+      summary: One of your favorites
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this favorite.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/Favorite'
+          description: ''
+        '403':
+          description: Missing required permission `Ibl.CRM/Favorites/read`.
+        '404':
+          description: Favorite not found.
+    delete:
+      operationId: crm_favorites_destroy
+      description: |-
+        Removes one of your favorites.
+
+        **Required permission:** `Ibl.CRM/Favorites/delete`.
+      summary: Unstar a record
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this favorite.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '204':
+          description: Deleted.
+        '403':
+          description: Missing required permission `Ibl.CRM/Favorites/delete`.
+        '404':
+          description: Favorite not found.
   /api/crm/lead-sources/:
     get:
       operationId: crm_lead_sources_list
@@ -29509,10 +29941,37 @@ paths:
         name: code
         schema:
           type: string
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: name
         schema:
           type: string
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
       - name: page
         required: false
         in: query
@@ -29525,6 +29984,19 @@ paths:
         description: Number of results to return per page.
         schema:
           type: integer
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       tags:
       - crm
       security:
@@ -29741,10 +30213,37 @@ paths:
         **Required permission:** `Ibl.CRM/Organizations/list`.
       summary: List organizations
       parameters:
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: name
         schema:
           type: string
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
       - in: query
         name: owner
         schema:
@@ -29761,6 +30260,19 @@ paths:
         description: Number of results to return per page.
         schema:
           type: integer
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: tags
         schema:
@@ -29953,7 +30465,7 @@ paths:
     delete:
       operationId: crm_organizations_destroy
       description: |-
-        Deletes the organization. Any persons linked to it are kept; their organization reference is cleared.
+        Deletes the organization. Persons and deals linked to it are kept with the reference cleared; activities attached only to it are deleted, the rest just lose the link.
 
         **Required permission:** `Ibl.CRM/Organizations/delete`.
       summary: Delete an organization
@@ -29976,6 +30488,39 @@ paths:
           description: Missing required permission `Ibl.CRM/Organizations/delete`.
         '404':
           description: Organization not found.
+  /api/crm/organizations/{id}/history/:
+    get:
+      operationId: crm_organizations_history_list
+      description: |-
+        The record's audit entries (create and field updates), newest first, up to 200, each with `changes: {field: [old, new]}` as strings (a null reads `"None"`). The actor is the platform user who made the change. Bulk writes (a person merge, links a delete clears) leave no entry.
+
+        **Required permission:** the record's `read` verb.
+      summary: Field-change history for this record
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: string
+          format: uuid
+          description: Opaque UUID — used in API URLs and external references.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                type: array
+                items:
+                  $ref: '#/components/schemas/HistoryEntry'
+          description: ''
+        '403':
+          description: Missing the record's `read` permission.
+        '404':
+          description: Record not found.
   /api/crm/organizations/{id}/tags/:
     post:
       operationId: crm_organizations_tags_create
@@ -30058,6 +30603,63 @@ paths:
           description: No response body
         '404':
           description: No response body
+  /api/crm/overview/:
+    get:
+      operationId: crm_overview_retrieve
+      description: |-
+        Dashboard figures: person and organization counts, open-deal count and value (plain and probability-weighted), this month's won / lost deals, open deals per stage of one pipeline, six months of won / lost history, and activities due today or overdue. Sections you may not `list` are omitted.
+
+        `date_filter` (or `start_date` + `end_date`) adds `period_*` siblings for that window.
+
+        **Required permission:** the `list` verb of each section.
+      summary: CRM overview
+      parameters:
+      - in: query
+        name: date_filter
+        schema:
+          type: string
+          enum:
+          - 30d
+          - 7d
+          - 90d
+          - all_time
+          - custom
+          - today
+        description: Window for the `period_*` figures.
+      - in: query
+        name: end_date
+        schema:
+          type: string
+          format: date
+        description: Custom window end.
+      - in: query
+        name: pipeline
+        schema:
+          type: integer
+        description: 'Pipeline for `deals.by_stage` (default: the default pipeline).'
+      - in: query
+        name: start_date
+        schema:
+          type: string
+          format: date
+        description: Custom window start.
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/Overview'
+          description: ''
+        '400':
+          description: Invalid window or pipeline parameter.
+        '403':
+          description: No CRM list permission.
+        '404':
+          description: Pipeline not found.
   /api/crm/persons/:
     get:
       operationId: crm_persons_list
@@ -30067,6 +30669,10 @@ paths:
         **Required permission:** `Ibl.CRM/Persons/list`.
       summary: List persons
       parameters:
+      - in: query
+        name: active
+        schema:
+          type: boolean
       - in: query
         name: created_at__gte
         schema:
@@ -30077,6 +30683,27 @@ paths:
         schema:
           type: string
           format: date-time
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: lifecycle_stage
         schema:
@@ -30099,6 +30726,12 @@ paths:
         name: metadata__has_key
         schema:
           type: string
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
       - in: query
         name: organization
         schema:
@@ -30120,6 +30753,19 @@ paths:
         description: Number of results to return per page.
         schema:
           type: integer
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: tags
         schema:
@@ -30312,7 +30958,7 @@ paths:
     delete:
       operationId: crm_persons_destroy
       description: |-
-        Deletes the person.
+        Deletes the person. Fails with `409 Conflict` if any Deal still references it.
 
         **Required permission:** `Ibl.CRM/Persons/delete`.
       summary: Delete a person
@@ -30335,6 +30981,41 @@ paths:
           description: Missing required permission `Ibl.CRM/Persons/delete`.
         '404':
           description: Person not found.
+        '409':
+          description: Person still has Deals attached.
+  /api/crm/persons/{id}/history/:
+    get:
+      operationId: crm_persons_history_list
+      description: |-
+        The record's audit entries (create and field updates), newest first, up to 200, each with `changes: {field: [old, new]}` as strings (a null reads `"None"`). The actor is the platform user who made the change. Bulk writes (a person merge, links a delete clears) leave no entry.
+
+        **Required permission:** the record's `read` verb.
+      summary: Field-change history for this record
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: string
+          format: uuid
+          description: Opaque UUID — used in API URLs and external references.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                type: array
+                items:
+                  $ref: '#/components/schemas/HistoryEntry'
+          description: ''
+        '403':
+          description: Missing the record's `read` permission.
+        '404':
+          description: Record not found.
   /api/crm/persons/{id}/invite/:
     post:
       operationId: crm_persons_invite_create
@@ -30590,6 +31271,27 @@ paths:
         name: code
         schema:
           type: string
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: is_default
         schema:
@@ -30598,6 +31300,12 @@ paths:
         name: name
         schema:
           type: string
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
       - name: page
         required: false
         in: query
@@ -30610,6 +31318,19 @@ paths:
         description: Number of results to return per page.
         schema:
           type: integer
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       tags:
       - crm
       security:
@@ -30678,6 +31399,27 @@ paths:
         name: code
         schema:
           type: string
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: is_lost
         schema:
@@ -30686,6 +31428,12 @@ paths:
         name: is_won
         schema:
           type: boolean
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
       - name: page
         required: false
         in: query
@@ -30703,6 +31451,19 @@ paths:
         schema:
           type: integer
         required: true
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       tags:
       - crm
       security:
@@ -31090,6 +31851,91 @@ paths:
           description: Pipeline not found.
         '409':
           description: Pipeline still has Deals attached.
+  /api/crm/pipelines/{id}/stages/reorder/:
+    post:
+      operationId: crm_pipelines_stages_reorder_create
+      description: |-
+        Sets `sort_order` on every stage of the Pipeline from the position of its id in `order`, in one transaction. `order` must list each stage of this Pipeline exactly once.
+
+        **Required permission:** `Ibl.CRM/Pipelines/write`.
+      summary: Reorder a pipeline's stages
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this pipeline.
+        required: true
+      tags:
+      - crm
+      requestBody:
+        content:
+          application/json:
+            schema:
+              $ref: '#/components/schemas/PipelineStageReorderRequest'
+          application/scim+json:
+            schema:
+              $ref: '#/components/schemas/PipelineStageReorderRequest'
+          application/x-www-form-urlencoded:
+            schema:
+              $ref: '#/components/schemas/PipelineStageReorderRequest'
+          multipart/form-data:
+            schema:
+              $ref: '#/components/schemas/PipelineStageReorderRequest'
+          '*/*':
+            schema:
+              $ref: '#/components/schemas/PipelineStageReorderRequest'
+        required: true
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/Pipeline'
+          description: ''
+        '400':
+          description: '`order` is not a permutation of the stages.'
+        '403':
+          description: Missing required permission `Ibl.CRM/Pipelines/write`.
+        '404':
+          description: Pipeline not found.
+  /api/crm/search/:
+    get:
+      operationId: crm_search_retrieve
+      description: |-
+        Case-insensitive substring match on person name / email / job title, organization name and deal title, up to `limit` rows per bucket. A bucket is present only when you hold that resource's `list` permission.
+
+        **Required permission:** `Ibl.CRM/Persons/list`, `Ibl.CRM/Organizations/list` or `Ibl.CRM/Deals/list` (at least one).
+      summary: Search persons, organizations and deals
+      parameters:
+      - in: query
+        name: limit
+        schema:
+          type: integer
+        description: Rows per bucket, 1–25 (default 8).
+      - in: query
+        name: q
+        schema:
+          type: string
+        description: Search text.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/SearchResponse'
+          description: ''
+        '400':
+          description: '`q` missing or `limit` out of range.'
+        '403':
+          description: No CRM list permission.
   /api/crm/tags/:
     get:
       operationId: crm_tags_list
@@ -31109,10 +31955,37 @@ paths:
         schema:
           type: string
           format: date-time
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       - in: query
         name: name
         schema:
           type: string
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
       - name: page
         required: false
         in: query
@@ -31125,6 +31998,19 @@ paths:
         description: Number of results to return per page.
         schema:
           type: integer
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
       tags:
       - crm
       security:
@@ -31332,6 +32218,290 @@ paths:
           description: Missing required permission `Ibl.CRM/Tags/delete`.
         '404':
           description: Tag not found.
+  /api/crm/views/:
+    get:
+      operationId: crm_views_list
+      description: |-
+        Your saved views in this Platform; filter with `object_type`.
+
+        **Required permission:** `Ibl.CRM/Views/list`.
+      summary: List my saved views
+      parameters:
+      - name: date_filter
+        in: query
+        required: false
+        description: Only rows created in this window. `custom` needs `start_date`
+          and `end_date`.
+        schema:
+          type: string
+          enum:
+          - today
+          - 7d
+          - 30d
+          - 90d
+          - all_time
+          - custom
+      - name: end_date
+        in: query
+        required: false
+        description: Last day of a custom window, inclusive (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
+      - in: query
+        name: object_type
+        schema:
+          type: string
+          enum:
+          - activities
+          - deals
+          - organizations
+          - persons
+        description: |-
+          The list this view belongs to.
+
+          * `persons` - Persons
+          * `organizations` - Organizations
+          * `deals` - Deals
+          * `activities` - Activities
+      - name: ordering
+        required: false
+        in: query
+        description: Which field to use when ordering the results.
+        schema:
+          type: string
+      - name: page
+        required: false
+        in: query
+        description: A page number within the paginated result set.
+        schema:
+          type: integer
+      - name: page_size
+        required: false
+        in: query
+        description: Number of results to return per page.
+        schema:
+          type: integer
+      - name: search
+        required: false
+        in: query
+        description: A search term.
+        schema:
+          type: string
+      - name: start_date
+        in: query
+        required: false
+        description: First day of a custom window (YYYY-MM-DD).
+        schema:
+          type: string
+          format: date
+      - in: query
+        name: type
+        schema:
+          type: string
+          enum:
+          - kanban
+          - table
+        description: |-
+          `kanban` is available for deals only.
+
+          * `table` - Table
+          * `kanban` - Kanban
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/PaginatedSavedViewList'
+          description: ''
+        '401':
+          description: Authentication required.
+        '403':
+          description: Missing required permission `Ibl.CRM/Views/list`.
+    post:
+      operationId: crm_views_create
+      description: |-
+        Stores columns, filters, sorts and (for deals) a kanban grouping under a name unique to you and the list.
+
+        **Required permission:** `Ibl.CRM/Views/action`.
+      summary: Save a view
+      tags:
+      - crm
+      requestBody:
+        content:
+          application/json:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          application/scim+json:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          application/x-www-form-urlencoded:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          multipart/form-data:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          '*/*':
+            schema:
+              $ref: '#/components/schemas/SavedView'
+        required: true
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '201':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/SavedView'
+          description: ''
+        '400':
+          description: Validation error.
+        '403':
+          description: Missing required permission `Ibl.CRM/Views/action`.
+  /api/crm/views/{id}/:
+    get:
+      operationId: crm_views_retrieve
+      description: '**Required permission:** `Ibl.CRM/Views/read`.'
+      summary: Retrieve a saved view
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this saved view.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/SavedView'
+          description: ''
+        '403':
+          description: Missing required permission `Ibl.CRM/Views/read`.
+        '404':
+          description: View not found.
+    put:
+      operationId: crm_views_update
+      description: '**Required permission:** `Ibl.CRM/Views/write`.'
+      summary: Replace a saved view
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this saved view.
+        required: true
+      tags:
+      - crm
+      requestBody:
+        content:
+          application/json:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          application/scim+json:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          application/x-www-form-urlencoded:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          multipart/form-data:
+            schema:
+              $ref: '#/components/schemas/SavedView'
+          '*/*':
+            schema:
+              $ref: '#/components/schemas/SavedView'
+        required: true
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/SavedView'
+          description: ''
+        '400':
+          description: Validation error.
+        '403':
+          description: Missing required permission `Ibl.CRM/Views/write`.
+        '404':
+          description: View not found.
+    patch:
+      operationId: crm_views_partial_update
+      description: '**Required permission:** `Ibl.CRM/Views/write`.'
+      summary: Update a saved view
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this saved view.
+        required: true
+      tags:
+      - crm
+      requestBody:
+        content:
+          application/json:
+            schema:
+              $ref: '#/components/schemas/PatchedSavedView'
+          application/scim+json:
+            schema:
+              $ref: '#/components/schemas/PatchedSavedView'
+          application/x-www-form-urlencoded:
+            schema:
+              $ref: '#/components/schemas/PatchedSavedView'
+          multipart/form-data:
+            schema:
+              $ref: '#/components/schemas/PatchedSavedView'
+          '*/*':
+            schema:
+              $ref: '#/components/schemas/PatchedSavedView'
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '200':
+          content:
+            application/json:
+              schema:
+                $ref: '#/components/schemas/SavedView'
+          description: ''
+        '400':
+          description: Validation error.
+        '403':
+          description: Missing required permission `Ibl.CRM/Views/write`.
+        '404':
+          description: View not found.
+    delete:
+      operationId: crm_views_destroy
+      description: '**Required permission:** `Ibl.CRM/Views/delete`.'
+      summary: Delete a saved view
+      parameters:
+      - in: path
+        name: id
+        schema:
+          type: integer
+        description: A unique integer value identifying this saved view.
+        required: true
+      tags:
+      - crm
+      security:
+      - PlatformApiKeyAuthentication: []
+      responses:
+        '204':
+          description: Deleted.
+        '403':
+          description: Missing required permission `Ibl.CRM/Views/delete`.
+        '404':
+          description: View not found.
   /api/custom-domains/:
     get:
       operationId: custom_domains_retrieve
@@ -43801,13 +44971,18 @@ components:
         deal:
           type: integer
           nullable: true
-          description: Id of the Deal this Activity is logged against. Either `deal`
-            or `person` is required.
+          description: Id of the Deal this Activity is logged against. One of `deal`,
+            `person` or `organization` is required.
         person:
           type: string
           format: uuid
-          description: UUID of the Person this Activity is logged against. Either
-            `deal` or `person` is required.
+          description: UUID of the Person this Activity is logged against. One of
+            `deal`, `person` or `organization` is required.
+          nullable: true
+        organization:
+          type: string
+          format: uuid
+          description: UUID of the Organization this Activity is logged against.
           nullable: true
         owner:
           type: integer
@@ -46929,7 +48104,7 @@ components:
           maxLength: 3
         status:
           allOf:
-          - $ref: '#/components/schemas/DealStatusEnum'
+          - $ref: '#/components/schemas/Status05cEnum'
           readOnly: true
           description: |-
             Read-only. Set by the move-stage/won/lost actions and derived from the destination stage's `is_won`/`is_lost`. Direct writes are rejected with `400`; use `POST /deals/{id}/move-stage/` (or `won/` / `lost/`).
@@ -46937,6 +48112,10 @@ components:
             * `open` - Open
             * `won` - Won
             * `lost` - Lost
+        is_stale:
+          type: boolean
+          readOnly: true
+          description: Open and untouched for longer than the pipeline's `rotten_days`.
         lost_reason:
           type: string
           default: ''
@@ -46959,12 +48138,21 @@ components:
           format: uuid
           description: UUID of the primary contact for this Deal. The person must
             belong to your Platform.
+        person_name:
+          type: string
+          readOnly: true
+          description: The person's name.
         organization:
           type: string
           format: uuid
           description: UUID of an organization the Deal is with. Optional; must belong
             to your Platform.
           nullable: true
+        organization_name:
+          type: string
+          readOnly: true
+          nullable: true
+          description: The organization's name, or null.
         pipeline:
           type: integer
           description: Pipeline this Deal flows through. Must belong to your Platform.
@@ -47014,7 +48202,10 @@ components:
       - closed_at
       - created_at
       - id
+      - is_stale
+      - organization_name
       - person
+      - person_name
       - pipeline
       - platform
       - stage
@@ -47022,6 +48213,51 @@ components:
       - tags
       - title
       - updated_at
+    DealBoard:
+      type: object
+      properties:
+        pipeline:
+          $ref: '#/components/schemas/Pipeline'
+        limit:
+          type: integer
+        stages:
+          type: array
+          items:
+            $ref: '#/components/schemas/DealBoardStage'
+      required:
+      - limit
+      - pipeline
+      - stages
+    DealBoardStage:
+      type: object
+      properties:
+        stage:
+          $ref: '#/components/schemas/PipelineStage'
+        count:
+          type: integer
+          description: Deals in this stage after filters.
+        total_value:
+          type: string
+          format: decimal
+        weighted_value:
+          type: string
+          format: decimal
+          description: Sum of `lead_value × stage.probability / 100`.
+        has_more:
+          type: boolean
+          description: True when `count` exceeds `limit`; `deals` holds the newest
+            `limit`.
+        deals:
+          type: array
+          items:
+            $ref: '#/components/schemas/Deal'
+      required:
+      - count
+      - deals
+      - has_more
+      - stage
+      - total_value
+      - weighted_value
     DealLostRequest:
       type: object
       properties:
@@ -47048,16 +48284,6 @@ components:
           description: Stable `code` of the destination PipelineStage within this
             Deal's Pipeline. Use this when integrating across environments where ids
             differ but codes are stable.
-    DealStatusEnum:
-      enum:
-      - open
-      - won
-      - lost
-      type: string
-      description: |-
-        * `open` - Open
-        * `won` - Won
-        * `lost` - Lost
     DealWonRequest:
       type: object
       properties:
@@ -47290,6 +48516,14 @@ components:
       required:
       - display_name
       - id
+    DirEnum:
+      enum:
+      - asc
+      - desc
+      type: string
+      description: |-
+        * `asc` - asc
+        * `desc` - desc
     DirectionEnum:
       enum:
       - export
@@ -47853,6 +49087,48 @@ components:
       - provider_name
       - provider_name_display
       - updated
+    Favorite:
+      type: object
+      properties:
+        id:
+          type: integer
+          readOnly: true
+        platform:
+          type: integer
+          readOnly: true
+          description: Tenant this favorite belongs to.
+        person:
+          type: string
+          format: uuid
+          description: UUID of a Person to star.
+          nullable: true
+        organization:
+          type: string
+          format: uuid
+          description: UUID of an Organization to star.
+          nullable: true
+        deal:
+          type: integer
+          nullable: true
+          description: Id of a Deal to star.
+        target_type:
+          type: string
+          readOnly: true
+          description: '`person`, `organization` or `deal`.'
+        label:
+          type: string
+          readOnly: true
+          description: The target's display name.
+        created_at:
+          type: string
+          format: date-time
+          readOnly: true
+      required:
+      - created_at
+      - id
+      - label
+      - platform
+      - target_type
     FieldDefinitionImport:
       type: object
       properties:
@@ -48143,6 +49419,45 @@ components:
       - skills_earned
       - skills_points
       - time_spent
+    HistoryEntry:
+      type: object
+      description: |-
+        Who changed what and when. Unlike core's admin-only audit-log API,
+        this omits the actor's email and client IP: any `read` holder sees it.
+      properties:
+        id:
+          type: integer
+        timestamp:
+          type: string
+          format: date-time
+        action:
+          $ref: '#/components/schemas/HistoryEntryActionEnum'
+        actor_username:
+          type: string
+          nullable: true
+        changes:
+          type: object
+          additionalProperties: {}
+          nullable: true
+          description: '`{field: [old, new]}` as strings; a null reads `"None"`.'
+      required:
+      - action
+      - actor_username
+      - changes
+      - id
+      - timestamp
+    HistoryEntryActionEnum:
+      enum:
+      - create
+      - update
+      - delete
+      - access
+      type: string
+      description: |-
+        * `create` - create
+        * `update` - update
+        * `delete` - delete
+        * `access` - access
     HumanSupportRecipientModeEnum:
       enum:
       - platform_admins_and_mentor_owner
@@ -50649,6 +51964,18 @@ components:
     NullEnum:
       enum:
       - null
+    ObjectTypeEnum:
+      enum:
+      - persons
+      - organizations
+      - deals
+      - activities
+      type: string
+      description: |-
+        * `persons` - Persons
+        * `organizations` - Organizations
+        * `deals` - Deals
+        * `activities` - Activities
     OnboardingStatusUpdate:
       type: object
       properties:
@@ -50829,6 +52156,155 @@ components:
           $ref: '#/components/schemas/OvertimeMeta'
       required:
       - meta
+    Overview:
+      type: object
+      description: Sections the caller may list; `period_*` only when a window resolved.
+      properties:
+        persons:
+          $ref: '#/components/schemas/OverviewCount'
+        organizations:
+          $ref: '#/components/schemas/OverviewCount'
+        deals:
+          $ref: '#/components/schemas/OverviewDeals'
+        activities:
+          $ref: '#/components/schemas/OverviewActivities'
+        period_start_date:
+          type: string
+          format: date
+        period_end_date:
+          type: string
+          format: date
+        period_persons_created:
+          type: integer
+        period_deals_created:
+          type: integer
+        period_deals_won:
+          type: integer
+        period_deals_won_value:
+          type: string
+          format: decimal
+        period_deals_lost:
+          type: integer
+        period_deals_lost_value:
+          type: string
+          format: decimal
+        period_activities_done:
+          type: integer
+          description: Marked done in the window; the automatic stage-change notes
+            are not counted.
+    OverviewActivities:
+      type: object
+      properties:
+        open_count:
+          type: integer
+        due_today:
+          type: integer
+        overdue:
+          type: integer
+      required:
+      - due_today
+      - open_count
+      - overdue
+    OverviewCount:
+      type: object
+      properties:
+        count:
+          type: integer
+      required:
+      - count
+    OverviewDeals:
+      type: object
+      properties:
+        pipeline:
+          allOf:
+          - $ref: '#/components/schemas/Pipeline'
+          nullable: true
+          description: The pipeline `by_stage` describes.
+        currency:
+          type: string
+          nullable: true
+          description: Most common currency among open deals; money fields sum every
+            deal as if it were in this currency.
+        open_count:
+          type: integer
+        pipeline_value:
+          type: string
+          format: decimal
+        weighted_value:
+          type: string
+          format: decimal
+        won_this_month_count:
+          type: integer
+        won_this_month_value:
+          type: string
+          format: decimal
+        lost_this_month_count:
+          type: integer
+        lost_this_month_value:
+          type: string
+          format: decimal
+        by_stage:
+          type: array
+          items:
+            $ref: '#/components/schemas/OverviewStage'
+        won_lost_by_month:
+          type: array
+          items:
+            $ref: '#/components/schemas/OverviewMonth'
+      required:
+      - by_stage
+      - currency
+      - lost_this_month_count
+      - lost_this_month_value
+      - open_count
+      - pipeline
+      - pipeline_value
+      - weighted_value
+      - won_lost_by_month
+      - won_this_month_count
+      - won_this_month_value
+    OverviewMonth:
+      type: object
+      properties:
+        month:
+          type: string
+          description: '`YYYY-MM`, UTC.'
+        won_count:
+          type: integer
+        won_value:
+          type: string
+          format: decimal
+        lost_count:
+          type: integer
+        lost_value:
+          type: string
+          format: decimal
+      required:
+      - lost_count
+      - lost_value
+      - month
+      - won_count
+      - won_value
+    OverviewStage:
+      type: object
+      properties:
+        stage:
+          $ref: '#/components/schemas/PipelineStage'
+        count:
+          type: integer
+          description: Open deals in this stage.
+        total_value:
+          type: string
+          format: decimal
+        weighted_value:
+          type: string
+          format: decimal
+          description: Sum of `lead_value × stage.probability / 100`.
+      required:
+      - count
+      - stage
+      - total_value
+      - weighted_value
     PaginatedAccessibleUserList:
       type: object
       required:
@@ -51148,6 +52624,29 @@ components:
           type: array
           items:
             $ref: '#/components/schemas/Deal'
+    PaginatedFavoriteList:
+      type: object
+      required:
+      - count
+      - results
+      properties:
+        count:
+          type: integer
+          example: 123
+        next:
+          type: string
+          nullable: true
+          format: uri
+          example: http://api.example.org/accounts/?page=4
+        previous:
+          type: string
+          nullable: true
+          format: uri
+          example: http://api.example.org/accounts/?page=2
+        results:
+          type: array
+          items:
+            $ref: '#/components/schemas/Favorite'
     PaginatedItemPaywallConfigList:
       type: object
       required:
@@ -51755,6 +53254,29 @@ components:
       - next_page
       - previous_page
       - results
+    PaginatedSavedViewList:
+      type: object
+      required:
+      - count
+      - results
+      properties:
+        count:
+          type: integer
+          example: 123
+        next:
+          type: string
+          nullable: true
+          format: uri
+          example: http://api.example.org/accounts/?page=4
+        previous:
+          type: string
+          nullable: true
+          format: uri
+          example: http://api.example.org/accounts/?page=2
+        results:
+          type: array
+          items:
+            $ref: '#/components/schemas/SavedView'
     PaginatedSkill:
       type: object
       properties:
@@ -52089,13 +53611,18 @@ components:
         deal:
           type: integer
           nullable: true
-          description: Id of the Deal this Activity is logged against. Either `deal`
-            or `person` is required.
+          description: Id of the Deal this Activity is logged against. One of `deal`,
+            `person` or `organization` is required.
         person:
           type: string
           format: uuid
-          description: UUID of the Person this Activity is logged against. Either
-            `deal` or `person` is required.
+          description: UUID of the Person this Activity is logged against. One of
+            `deal`, `person` or `organization` is required.
+          nullable: true
+        organization:
+          type: string
+          format: uuid
+          description: UUID of the Organization this Activity is logged against.
           nullable: true
         owner:
           type: integer
@@ -52218,7 +53745,7 @@ components:
           maxLength: 3
         status:
           allOf:
-          - $ref: '#/components/schemas/DealStatusEnum'
+          - $ref: '#/components/schemas/Status05cEnum'
           readOnly: true
           description: |-
             Read-only. Set by the move-stage/won/lost actions and derived from the destination stage's `is_won`/`is_lost`. Direct writes are rejected with `400`; use `POST /deals/{id}/move-stage/` (or `won/` / `lost/`).
@@ -52226,6 +53753,10 @@ components:
             * `open` - Open
             * `won` - Won
             * `lost` - Lost
+        is_stale:
+          type: boolean
+          readOnly: true
+          description: Open and untouched for longer than the pipeline's `rotten_days`.
         lost_reason:
           type: string
           default: ''
@@ -52248,12 +53779,21 @@ components:
           format: uuid
           description: UUID of the primary contact for this Deal. The person must
             belong to your Platform.
+        person_name:
+          type: string
+          readOnly: true
+          description: The person's name.
         organization:
           type: string
           format: uuid
           description: UUID of an organization the Deal is with. Optional; must belong
             to your Platform.
           nullable: true
+        organization_name:
+          type: string
+          readOnly: true
+          nullable: true
+          description: The organization's name, or null.
         pipeline:
           type: integer
           description: Pipeline this Deal flows through. Must belong to your Platform.
@@ -53126,6 +54666,11 @@ components:
           description: UUID of an organization in your Platform. References to organizations
             in other Platforms are rejected.
           nullable: true
+        organization_name:
+          type: string
+          readOnly: true
+          nullable: true
+          description: The organization's name, or null.
         owner:
           type: integer
           description: Id of the platform user who owns / manages this person (internal
@@ -53221,7 +54766,8 @@ components:
         rotten_days:
           type: integer
           default: 30
-          description: Days a Deal can sit in a stage before it's surfaced as stale.
+          description: Days without a change before an open Deal shows `is_stale`;
+            0 turns it off.
         stages:
           type: array
           items:
@@ -53684,6 +55230,67 @@ components:
           allOf:
           - $ref: '#/components/schemas/SCIMMeta'
           description: Resource metadata
+    PatchedSavedView:
+      type: object
+      properties:
+        id:
+          type: integer
+          readOnly: true
+        platform:
+          type: integer
+          readOnly: true
+          description: Tenant this view belongs to.
+        object_type:
+          allOf:
+          - $ref: '#/components/schemas/ObjectTypeEnum'
+          description: |-
+            The list this view belongs to.
+
+            * `persons` - Persons
+            * `organizations` - Organizations
+            * `deals` - Deals
+            * `activities` - Activities
+        name:
+          type: string
+          description: Unique per user and list.
+          maxLength: 120
+        type:
+          allOf:
+          - $ref: '#/components/schemas/SavedViewTypeEnum'
+          default: table
+          description: |-
+            `kanban` is available for deals only.
+
+            * `table` - Table
+            * `kanban` - Kanban
+        columns:
+          type: array
+          items:
+            $ref: '#/components/schemas/_Column'
+          maxItems: 100
+        filters:
+          type: array
+          items:
+            $ref: '#/components/schemas/_Filter'
+          maxItems: 50
+        sorts:
+          type: array
+          items:
+            $ref: '#/components/schemas/_Sort'
+          maxItems: 10
+        group_by:
+          type: string
+          default: ''
+          description: Kanban column field (e.g. `stage`).
+          maxLength: 64
+        created_at:
+          type: string
+          format: date-time
+          readOnly: true
+        updated_at:
+          type: string
+          format: date-time
+          readOnly: true
     PatchedSkillThreshold:
       type: object
       properties:
@@ -54714,6 +56321,11 @@ components:
           description: UUID of an organization in your Platform. References to organizations
             in other Platforms are rejected.
           nullable: true
+        organization_name:
+          type: string
+          readOnly: true
+          nullable: true
+          description: The organization's name, or null.
         owner:
           type: integer
           description: Id of the platform user who owns / manages this person (internal
@@ -54783,6 +56395,7 @@ components:
       - created_at
       - id
       - name
+      - organization_name
       - platform
       - platform_user
       - tags
@@ -54956,7 +56569,8 @@ components:
         rotten_days:
           type: integer
           default: 30
-          description: Days a Deal can sit in a stage before it's surfaced as stale.
+          description: Days without a change before an open Deal shows `is_stale`;
+            0 turns it off.
         stages:
           type: array
           items:
@@ -55035,6 +56649,17 @@ components:
       - name
       - pipeline
       - updated_at
+    PipelineStageReorderRequest:
+      type: object
+      properties:
+        order:
+          type: array
+          items:
+            type: integer
+            minimum: 1
+          description: Every stage id of the Pipeline, in the new left-to-right order.
+      required:
+      - order
     PlacementAssessment:
       type: object
       description: Create body for a placement assessment (platform configuration).
@@ -59792,6 +61417,210 @@ components:
       - schemas
       - urn_ietf_params_scim_schemas_extension_enterprise_2_0_User
       - userName
+    SavedView:
+      type: object
+      properties:
+        id:
+          type: integer
+          readOnly: true
+        platform:
+          type: integer
+          readOnly: true
+          description: Tenant this view belongs to.
+        object_type:
+          allOf:
+          - $ref: '#/components/schemas/ObjectTypeEnum'
+          description: |-
+            The list this view belongs to.
+
+            * `persons` - Persons
+            * `organizations` - Organizations
+            * `deals` - Deals
+            * `activities` - Activities
+        name:
+          type: string
+          description: Unique per user and list.
+          maxLength: 120
+        type:
+          allOf:
+          - $ref: '#/components/schemas/SavedViewTypeEnum'
+          default: table
+          description: |-
+            `kanban` is available for deals only.
+
+            * `table` - Table
+            * `kanban` - Kanban
+        columns:
+          type: array
+          items:
+            $ref: '#/components/schemas/_Column'
+          maxItems: 100
+        filters:
+          type: array
+          items:
+            $ref: '#/components/schemas/_Filter'
+          maxItems: 50
+        sorts:
+          type: array
+          items:
+            $ref: '#/components/schemas/_Sort'
+          maxItems: 10
+        group_by:
+          type: string
+          default: ''
+          description: Kanban column field (e.g. `stage`).
+          maxLength: 64
+        created_at:
+          type: string
+          format: date-time
+          readOnly: true
+        updated_at:
+          type: string
+          format: date-time
+          readOnly: true
+      required:
+      - created_at
+      - id
+      - name
+      - object_type
+      - platform
+      - updated_at
+    SavedViewTypeEnum:
+      enum:
+      - table
+      - kanban
+      type: string
+      description: |-
+        * `table` - Table
+        * `kanban` - Kanban
+    SearchDeal:
+      type: object
+      properties:
+        id:
+          type: integer
+          readOnly: true
+        title:
+          type: string
+          description: Short display name (e.g. 'Acme renewal — 2026').
+          maxLength: 255
+        status:
+          allOf:
+          - $ref: '#/components/schemas/Status05cEnum'
+          description: |-
+            Service-managed (read-only in serializer). Derived from the destination stage's is_won/is_lost.
+
+            * `open` - Open
+            * `won` - Won
+            * `lost` - Lost
+        lead_value:
+          type: string
+          format: decimal
+          pattern: ^-?\d{0,12}(?:\.\d{0,2})?$
+          description: Estimated deal value in `currency`.
+        currency:
+          type: string
+          description: ISO 4217 currency code.
+          maxLength: 3
+        person:
+          type: string
+          format: uuid
+          description: Primary contact for this Deal. PROTECTed — can't delete a Person
+            with open Deals.
+        organization:
+          type: string
+          format: uuid
+          description: Organization the Deal is with (nullable for solo-individual
+            deals).
+          nullable: true
+        pipeline:
+          type: integer
+          description: Pipeline this Deal flows through.
+        stage:
+          type: integer
+          description: Current stage. Must belong to `pipeline`.
+      required:
+      - id
+      - person
+      - pipeline
+      - stage
+      - title
+    SearchOrganization:
+      type: object
+      properties:
+        id:
+          type: string
+          format: uuid
+          readOnly: true
+          description: Opaque UUID — used in API URLs and external references.
+        name:
+          type: string
+          description: Display name. Unique within the platform.
+          maxLength: 255
+      required:
+      - id
+      - name
+    SearchPerson:
+      type: object
+      properties:
+        id:
+          type: string
+          format: uuid
+          readOnly: true
+          description: Opaque UUID — used in API URLs and external references.
+        name:
+          type: string
+          description: Full display name.
+          maxLength: 255
+        primary_email:
+          type: string
+          format: email
+          description: Email used by the Person→User auto-link query (case-insensitive
+            match).
+          maxLength: 254
+        job_title:
+          type: string
+          description: Free-text job title at their Organization.
+          maxLength: 255
+        organization:
+          type: string
+          format: uuid
+          description: The Organization this Person belongs to (nullable).
+          nullable: true
+        lifecycle_stage:
+          allOf:
+          - $ref: '#/components/schemas/LifecycleStageEnum'
+          description: |-
+            Funnel position. Transitions are unrestricted — any stage may move to any other.
+
+            * `lead` - Lead
+            * `qualified` - Qualified
+            * `opportunity` - Opportunity
+            * `customer` - Customer
+            * `churned` - Churned
+      required:
+      - id
+      - name
+    SearchResponse:
+      type: object
+      description: One bucket per resource the caller may list; an unlisted bucket
+        is absent.
+      properties:
+        q:
+          type: string
+        persons:
+          type: array
+          items:
+            $ref: '#/components/schemas/SearchPerson'
+        organizations:
+          type: array
+          items:
+            $ref: '#/components/schemas/SearchOrganization'
+        deals:
+          type: array
+          items:
+            $ref: '#/components/schemas/SearchDeal'
+      required:
+      - q
     SendNotification:
       type: object
       description: Request serializer for sending notification
@@ -60040,6 +61869,16 @@ components:
         * `cancelled` - Cancelled
         * `error` - Error
         * `expired` - Expired
+    Status05cEnum:
+      enum:
+      - open
+      - won
+      - lost
+      type: string
+      description: |-
+        * `open` - Open
+        * `won` - Won
+        * `lost` - Lost
     Status0e3Enum:
       enum:
       - active
@@ -64132,6 +65971,45 @@ components:
           type: boolean
       required:
       - url
+    _Column:
+      type: object
+      properties:
+        id:
+          type: string
+          description: Field name shown as a column.
+          maxLength: 64
+        visible:
+          type: boolean
+          default: true
+      required:
+      - id
+    _Filter:
+      type: object
+      properties:
+        field:
+          type: string
+          maxLength: 64
+        op:
+          type: string
+          description: e.g. `is`, `contains`, `gte`.
+          maxLength: 32
+        value:
+          nullable: true
+      required:
+      - field
+      - op
+    _Sort:
+      type: object
+      properties:
+        field:
+          type: string
+          maxLength: 64
+        dir:
+          allOf:
+          - $ref: '#/components/schemas/DirEnum'
+          default: asc
+      required:
+      - field
     _TagAttachRequest:
       type: object
       properties: