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

package/src/services/CrmService.ts

@@ -5,18 +5,24 @@
 import type { _TagAttachRequest } from '../models/_TagAttachRequest';
 import type { Activity } from '../models/Activity';
 import type { Deal } from '../models/Deal';
+import type { DealBoard } from '../models/DealBoard';
 import type { DealLostRequest } from '../models/DealLostRequest';
 import type { DealMoveStageRequest } from '../models/DealMoveStageRequest';
 import type { DealWonRequest } from '../models/DealWonRequest';
+import type { Favorite } from '../models/Favorite';
+import type { HistoryEntry } from '../models/HistoryEntry';
 import type { LeadSource } from '../models/LeadSource';
 import type { Organization } from '../models/Organization';
+import type { Overview } from '../models/Overview';
 import type { PaginatedActivityList } from '../models/PaginatedActivityList';
 import type { PaginatedDealList } from '../models/PaginatedDealList';
+import type { PaginatedFavoriteList } from '../models/PaginatedFavoriteList';
 import type { PaginatedLeadSourceList } from '../models/PaginatedLeadSourceList';
 import type { PaginatedOrganizationList } from '../models/PaginatedOrganizationList';
 import type { PaginatedPersonList } from '../models/PaginatedPersonList';
 import type { PaginatedPipelineList } from '../models/PaginatedPipelineList';
 import type { PaginatedPipelineStageList } from '../models/PaginatedPipelineStageList';
+import type { PaginatedSavedViewList } from '../models/PaginatedSavedViewList';
 import type { PaginatedTagList } from '../models/PaginatedTagList';
 import type { PatchedActivity } from '../models/PatchedActivity';
 import type { PatchedDeal } from '../models/PatchedDeal';
@@ -25,6 +31,7 @@ import type { PatchedOrganization } from '../models/PatchedOrganization';
 import type { PatchedPerson } from '../models/PatchedPerson';
 import type { PatchedPipeline } from '../models/PatchedPipeline';
 import type { PatchedPipelineStage } from '../models/PatchedPipelineStage';
+import type { PatchedSavedView } from '../models/PatchedSavedView';
 import type { PatchedTag } from '../models/PatchedTag';
 import type { Person } from '../models/Person';
 import type { PersonInviteRequest } from '../models/PersonInviteRequest';
@@ -34,6 +41,9 @@ import type { PersonMergeRequest } from '../models/PersonMergeRequest';
 import type { PersonMergeResponse } from '../models/PersonMergeResponse';
 import type { Pipeline } from '../models/Pipeline';
 import type { PipelineStage } from '../models/PipelineStage';
+import type { PipelineStageReorderRequest } from '../models/PipelineStageReorderRequest';
+import type { SavedView } from '../models/SavedView';
+import type { SearchResponse } from '../models/SearchResponse';
 import type { Tag } from '../models/Tag';
 import type { CancelablePromise } from '../core/CancelablePromise';
 import { OpenAPI } from '../core/OpenAPI';
@@ -41,27 +51,46 @@ import { request as __request } from '../core/request';
 export class CrmService {
     /**
      * List activities
-     * 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`.
      * @returns PaginatedActivityList
      * @throws ApiError
      */
     public static crmActivitiesList({
+        dateFilter,
         deal,
+        endDate,
         isDone,
         metadataHasKey,
+        ordering,
+        organization,
         owner,
         page,
         pageSize,
         person,
         scheduleFromGte,
         scheduleFromLte,
+        search,
+        startDate,
         type,
     }: {
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
         deal?: number,
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         isDone?: boolean,
         metadataHasKey?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
+        organization?: string,
         owner?: number,
         /**
          * A page number within the paginated result set.
@@ -74,6 +103,14 @@ export class CrmService {
         person?: string,
         scheduleFromGte?: string,
         scheduleFromLte?: string,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
         /**
          * Interaction kind.
          *
@@ -91,15 +128,21 @@ export class CrmService {
             method: 'GET',
             url: '/api/crm/activities/',
             query: {
+                'date_filter': dateFilter,
                 'deal': deal,
+                'end_date': endDate,
                 'is_done': isDone,
                 'metadata__has_key': metadataHasKey,
+                'ordering': ordering,
+                'organization': organization,
                 'owner': owner,
                 'page': page,
                 'page_size': pageSize,
                 'person': person,
                 'schedule_from__gte': scheduleFromGte,
                 'schedule_from__lte': scheduleFromLte,
+                'search': search,
+                'start_date': startDate,
                 'type': type,
             },
             errors: {
@@ -110,7 +153,7 @@ export class CrmService {
     }
     /**
      * Create an activity
-     * 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`.
      * @returns Activity
@@ -293,25 +336,42 @@ export class CrmService {
     public static crmDealsList({
         createdAtGte,
         createdAtLte,
+        dateFilter,
+        endDate,
         expectedCloseDateGte,
         expectedCloseDateLte,
         metadataHasKey,
+        ordering,
         organization,
         owner,
         page,
         pageSize,
         person,
         pipeline,
+        search,
         source,
         stage,
+        startDate,
         status,
         tags,
     }: {
         createdAtGte?: string,
         createdAtLte?: string,
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         expectedCloseDateGte?: string,
         expectedCloseDateLte?: string,
         metadataHasKey?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
         organization?: string,
         owner?: number,
         /**
@@ -324,8 +384,16 @@ export class CrmService {
         pageSize?: number,
         person?: string,
         pipeline?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
         source?: number,
         stage?: number,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
         /**
          * Service-managed (read-only in serializer). Derived from the destination stage's is_won/is_lost.
          *
@@ -342,17 +410,22 @@ export class CrmService {
             query: {
                 'created_at__gte': createdAtGte,
                 'created_at__lte': createdAtLte,
+                'date_filter': dateFilter,
+                'end_date': endDate,
                 'expected_close_date__gte': expectedCloseDateGte,
                 'expected_close_date__lte': expectedCloseDateLte,
                 'metadata__has_key': metadataHasKey,
+                'ordering': ordering,
                 'organization': organization,
                 'owner': owner,
                 'page': page,
                 'page_size': pageSize,
                 'person': person,
                 'pipeline': pipeline,
+                'search': search,
                 'source': source,
                 'stage': stage,
+                'start_date': startDate,
                 'status': status,
                 'tags': tags,
             },
@@ -508,6 +581,34 @@ export class CrmService {
             },
         });
     }
+    /**
+     * Field-change history for this record
+     * 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.
+     * @returns HistoryEntry
+     * @throws ApiError
+     */
+    public static crmDealsHistoryList({
+        id,
+    }: {
+        /**
+         * A unique integer value identifying this deal.
+         */
+        id: number,
+    }): CancelablePromise<Array<HistoryEntry>> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/deals/{id}/history/',
+            path: {
+                'id': id,
+            },
+            errors: {
+                403: `Missing the record's \`read\` permission.`,
+                404: `Record not found.`,
+            },
+        });
+    }
     /**
      * Mark a deal as lost
      * Moves the Deal into a closed-lost stage and persists `lost_reason`. If `stage_code` is omitted, the first `is_lost=True` stage in the Deal's pipeline (by sort order) is used.
@@ -672,6 +773,253 @@ export class CrmService {
             },
         });
     }
+    /**
+     * Deals grouped by stage (the board)
+     * 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`.
+     * @returns DealBoard
+     * @throws ApiError
+     */
+    public static crmDealsBoardRetrieve({
+        createdAtGte,
+        createdAtLte,
+        dateFilter,
+        endDate,
+        expectedCloseDateGte,
+        expectedCloseDateLte,
+        limit,
+        metadataHasKey,
+        organization,
+        owner,
+        person,
+        pipeline,
+        search,
+        source,
+        stage,
+        startDate,
+        status,
+        tags,
+    }: {
+        createdAtGte?: string,
+        createdAtLte?: string,
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
+        expectedCloseDateGte?: string,
+        expectedCloseDateLte?: string,
+        /**
+         * Deals per stage, 1–200 (default 100).
+         */
+        limit?: number,
+        metadataHasKey?: string,
+        organization?: string,
+        owner?: number,
+        person?: string,
+        /**
+         * Pipeline id (default: the default pipeline).
+         */
+        pipeline?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        source?: number,
+        stage?: number,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
+        /**
+         * Service-managed (read-only in serializer). Derived from the destination stage's is_won/is_lost.
+         *
+         * * `open` - Open
+         * * `won` - Won
+         * * `lost` - Lost
+         */
+        status?: 'lost' | 'open' | 'won',
+        tags?: string,
+    }): CancelablePromise<DealBoard> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/deals/board/',
+            query: {
+                'created_at__gte': createdAtGte,
+                'created_at__lte': createdAtLte,
+                'date_filter': dateFilter,
+                'end_date': endDate,
+                'expected_close_date__gte': expectedCloseDateGte,
+                'expected_close_date__lte': expectedCloseDateLte,
+                'limit': limit,
+                'metadata__has_key': metadataHasKey,
+                'organization': organization,
+                'owner': owner,
+                'person': person,
+                'pipeline': pipeline,
+                'search': search,
+                'source': source,
+                'stage': stage,
+                'start_date': startDate,
+                'status': status,
+                'tags': tags,
+            },
+            errors: {
+                400: `Bad \`pipeline\` or \`limit\`.`,
+                403: `Missing required permission \`Ibl.CRM/Deals/list\`.`,
+                404: `Pipeline not found.`,
+            },
+        });
+    }
+    /**
+     * List my favorites
+     * Your starred persons, organizations and deals in this Platform, newest first.
+     *
+     * **Required permission:** `Ibl.CRM/Favorites/list`.
+     * @returns PaginatedFavoriteList
+     * @throws ApiError
+     */
+    public static crmFavoritesList({
+        dateFilter,
+        deal,
+        endDate,
+        ordering,
+        organization,
+        page,
+        pageSize,
+        person,
+        startDate,
+    }: {
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        deal?: number,
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
+        organization?: string,
+        /**
+         * A page number within the paginated result set.
+         */
+        page?: number,
+        /**
+         * Number of results to return per page.
+         */
+        pageSize?: number,
+        person?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
+    }): CancelablePromise<PaginatedFavoriteList> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/favorites/',
+            query: {
+                'date_filter': dateFilter,
+                'deal': deal,
+                'end_date': endDate,
+                'ordering': ordering,
+                'organization': organization,
+                'page': page,
+                'page_size': pageSize,
+                'person': person,
+                'start_date': startDate,
+            },
+            errors: {
+                401: `Authentication required.`,
+                403: `Missing required permission \`Ibl.CRM/Favorites/list\`.`,
+            },
+        });
+    }
+    /**
+     * Star a record
+     * 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`.
+     * @returns Favorite
+     * @throws ApiError
+     */
+    public static crmFavoritesCreate({
+        requestBody,
+    }: {
+        requestBody?: Favorite,
+    }): CancelablePromise<Favorite> {
+        return __request(OpenAPI, {
+            method: 'POST',
+            url: '/api/crm/favorites/',
+            body: requestBody,
+            mediaType: 'application/json',
+            errors: {
+                400: `Not exactly one target.`,
+                403: `Missing \`Ibl.CRM/Favorites/action\` or the target's \`read\`.`,
+            },
+        });
+    }
+    /**
+     * One of your favorites
+     * **Required permission:** `Ibl.CRM/Favorites/read`.
+     * @returns Favorite
+     * @throws ApiError
+     */
+    public static crmFavoritesRetrieve({
+        id,
+    }: {
+        /**
+         * A unique integer value identifying this favorite.
+         */
+        id: number,
+    }): CancelablePromise<Favorite> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/favorites/{id}/',
+            path: {
+                'id': id,
+            },
+            errors: {
+                403: `Missing required permission \`Ibl.CRM/Favorites/read\`.`,
+                404: `Favorite not found.`,
+            },
+        });
+    }
+    /**
+     * Unstar a record
+     * Removes one of your favorites.
+     *
+     * **Required permission:** `Ibl.CRM/Favorites/delete`.
+     * @returns void
+     * @throws ApiError
+     */
+    public static crmFavoritesDestroy({
+        id,
+    }: {
+        /**
+         * A unique integer value identifying this favorite.
+         */
+        id: number,
+    }): CancelablePromise<void> {
+        return __request(OpenAPI, {
+            method: 'DELETE',
+            url: '/api/crm/favorites/{id}/',
+            path: {
+                'id': id,
+            },
+            errors: {
+                403: `Missing required permission \`Ibl.CRM/Favorites/delete\`.`,
+                404: `Favorite not found.`,
+            },
+        });
+    }
     /**
      * List lead sources
      * Returns a paginated list of LeadSources in your Platform.
@@ -682,12 +1030,29 @@ export class CrmService {
      */
     public static crmLeadSourcesList({
         code,
+        dateFilter,
+        endDate,
         name,
+        ordering,
         page,
         pageSize,
+        search,
+        startDate,
     }: {
         code?: string,
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         name?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
         /**
          * A page number within the paginated result set.
          */
@@ -696,15 +1061,28 @@ export class CrmService {
          * Number of results to return per page.
          */
         pageSize?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
     }): CancelablePromise<PaginatedLeadSourceList> {
         return __request(OpenAPI, {
             method: 'GET',
             url: '/api/crm/lead-sources/',
             query: {
                 'code': code,
+                'date_filter': dateFilter,
+                'end_date': endDate,
                 'name': name,
+                'ordering': ordering,
                 'page': page,
                 'page_size': pageSize,
+                'search': search,
+                'start_date': startDate,
             },
             errors: {
                 401: `Authentication required.`,
@@ -867,13 +1245,30 @@ export class CrmService {
      * @throws ApiError
      */
     public static crmOrganizationsList({
+        dateFilter,
+        endDate,
         name,
+        ordering,
         owner,
         page,
         pageSize,
+        search,
+        startDate,
         tags,
     }: {
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         name?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
         owner?: number,
         /**
          * A page number within the paginated result set.
@@ -883,16 +1278,29 @@ export class CrmService {
          * Number of results to return per page.
          */
         pageSize?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
         tags?: string,
     }): CancelablePromise<PaginatedOrganizationList> {
         return __request(OpenAPI, {
             method: 'GET',
             url: '/api/crm/organizations/',
             query: {
+                'date_filter': dateFilter,
+                'end_date': endDate,
                 'name': name,
+                'ordering': ordering,
                 'owner': owner,
                 'page': page,
                 'page_size': pageSize,
+                'search': search,
+                'start_date': startDate,
                 'tags': tags,
             },
             errors: {
@@ -1012,7 +1420,7 @@ export class CrmService {
     }
     /**
      * Delete an organization
-     * 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`.
      * @returns void
@@ -1035,6 +1443,31 @@ export class CrmService {
             },
         });
     }
+    /**
+     * Field-change history for this record
+     * 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.
+     * @returns HistoryEntry
+     * @throws ApiError
+     */
+    public static crmOrganizationsHistoryList({
+        id,
+    }: {
+        id: string,
+    }): CancelablePromise<Array<HistoryEntry>> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/organizations/{id}/history/',
+            path: {
+                'id': id,
+            },
+            errors: {
+                403: `Missing the record's \`read\` permission.`,
+                404: `Record not found.`,
+            },
+        });
+    }
     /**
      * Attach a tag to this record
      * Attaches an existing Tag to this record. Both the Tag and the record must belong to your Platform. Returns `409 Conflict` with the existing `assignment_id` if the tag is already attached.
@@ -1094,6 +1527,55 @@ export class CrmService {
             },
         });
     }
+    /**
+     * CRM overview
+     * 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.
+     * @returns Overview
+     * @throws ApiError
+     */
+    public static crmOverviewRetrieve({
+        dateFilter,
+        endDate,
+        pipeline,
+        startDate,
+    }: {
+        /**
+         * Window for the `period_*` figures.
+         */
+        dateFilter?: '30d' | '7d' | '90d' | 'all_time' | 'custom' | 'today',
+        /**
+         * Custom window end.
+         */
+        endDate?: string,
+        /**
+         * Pipeline for `deals.by_stage` (default: the default pipeline).
+         */
+        pipeline?: number,
+        /**
+         * Custom window start.
+         */
+        startDate?: string,
+    }): CancelablePromise<Overview> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/overview/',
+            query: {
+                'date_filter': dateFilter,
+                'end_date': endDate,
+                'pipeline': pipeline,
+                'start_date': startDate,
+            },
+            errors: {
+                400: `Invalid window or pipeline parameter.`,
+                403: `No CRM list permission.`,
+                404: `Pipeline not found.`,
+            },
+        });
+    }
     /**
      * List persons
      * Returns a paginated list of persons in your Platform. Supports filtering by `lifecycle_stage`, `owner`, `organization`, `created_at__gte`/`created_at__lte`, and `metadata__has_key`.
@@ -1103,18 +1585,33 @@ export class CrmService {
      * @throws ApiError
      */
     public static crmPersonsList({
+        active,
         createdAtGte,
         createdAtLte,
+        dateFilter,
+        endDate,
         lifecycleStage,
         metadataHasKey,
+        ordering,
         organization,
         owner,
         page,
         pageSize,
+        search,
+        startDate,
         tags,
     }: {
+        active?: boolean,
         createdAtGte?: string,
         createdAtLte?: string,
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         /**
          * Funnel position. Transitions are unrestricted — any stage may move to any other.
          *
@@ -1126,6 +1623,10 @@ export class CrmService {
          */
         lifecycleStage?: 'churned' | 'customer' | 'lead' | 'opportunity' | 'qualified',
         metadataHasKey?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
         organization?: string,
         owner?: number,
         /**
@@ -1136,20 +1637,34 @@ export class CrmService {
          * Number of results to return per page.
          */
         pageSize?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
         tags?: string,
     }): CancelablePromise<PaginatedPersonList> {
         return __request(OpenAPI, {
             method: 'GET',
             url: '/api/crm/persons/',
             query: {
+                'active': active,
                 'created_at__gte': createdAtGte,
                 'created_at__lte': createdAtLte,
+                'date_filter': dateFilter,
+                'end_date': endDate,
                 'lifecycle_stage': lifecycleStage,
                 'metadata__has_key': metadataHasKey,
+                'ordering': ordering,
                 'organization': organization,
                 'owner': owner,
                 'page': page,
                 'page_size': pageSize,
+                'search': search,
+                'start_date': startDate,
                 'tags': tags,
             },
             errors: {
@@ -1269,7 +1784,7 @@ export class CrmService {
     }
     /**
      * Delete a person
-     * Deletes the person.
+     * Deletes the person. Fails with `409 Conflict` if any Deal still references it.
      *
      * **Required permission:** `Ibl.CRM/Persons/delete`.
      * @returns void
@@ -1289,6 +1804,32 @@ export class CrmService {
             errors: {
                 403: `Missing required permission \`Ibl.CRM/Persons/delete\`.`,
                 404: `Person not found.`,
+                409: `Person still has Deals attached.`,
+            },
+        });
+    }
+    /**
+     * Field-change history for this record
+     * 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.
+     * @returns HistoryEntry
+     * @throws ApiError
+     */
+    public static crmPersonsHistoryList({
+        id,
+    }: {
+        id: string,
+    }): CancelablePromise<Array<HistoryEntry>> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/persons/{id}/history/',
+            path: {
+                'id': id,
+            },
+            errors: {
+                403: `Missing the record's \`read\` permission.`,
+                404: `Record not found.`,
             },
         });
     }
@@ -1453,14 +1994,31 @@ export class CrmService {
      */
     public static crmPipelinesList({
         code,
+        dateFilter,
+        endDate,
         isDefault,
         name,
+        ordering,
         page,
         pageSize,
+        search,
+        startDate,
     }: {
         code?: string,
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         isDefault?: boolean,
         name?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
         /**
          * A page number within the paginated result set.
          */
@@ -1469,16 +2027,29 @@ export class CrmService {
          * Number of results to return per page.
          */
         pageSize?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
     }): CancelablePromise<PaginatedPipelineList> {
         return __request(OpenAPI, {
             method: 'GET',
             url: '/api/crm/pipelines/',
             query: {
                 'code': code,
+                'date_filter': dateFilter,
+                'end_date': endDate,
                 'is_default': isDefault,
                 'name': name,
+                'ordering': ordering,
                 'page': page,
                 'page_size': pageSize,
+                'search': search,
+                'start_date': startDate,
             },
             errors: {
                 401: `Authentication required.`,
@@ -1521,15 +2092,32 @@ export class CrmService {
     public static crmPipelinesStagesList({
         pipelinePk,
         code,
+        dateFilter,
+        endDate,
         isLost,
         isWon,
+        ordering,
         page,
         pageSize,
+        search,
+        startDate,
     }: {
         pipelinePk: number,
         code?: string,
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         isLost?: boolean,
         isWon?: boolean,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
         /**
          * A page number within the paginated result set.
          */
@@ -1538,6 +2126,14 @@ export class CrmService {
          * Number of results to return per page.
          */
         pageSize?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
     }): CancelablePromise<PaginatedPipelineStageList> {
         return __request(OpenAPI, {
             method: 'GET',
@@ -1547,10 +2143,15 @@ export class CrmService {
             },
             query: {
                 'code': code,
+                'date_filter': dateFilter,
+                'end_date': endDate,
                 'is_lost': isLost,
                 'is_won': isWon,
+                'ordering': ordering,
                 'page': page,
                 'page_size': pageSize,
+                'search': search,
+                'start_date': startDate,
             },
             errors: {
                 403: `Missing required permission \`Ibl.CRM/Pipelines/list\`.`,
@@ -1834,6 +2435,73 @@ export class CrmService {
             },
         });
     }
+    /**
+     * Reorder a pipeline's stages
+     * 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`.
+     * @returns Pipeline
+     * @throws ApiError
+     */
+    public static crmPipelinesStagesReorderCreate({
+        id,
+        requestBody,
+    }: {
+        /**
+         * A unique integer value identifying this pipeline.
+         */
+        id: number,
+        requestBody: PipelineStageReorderRequest,
+    }): CancelablePromise<Pipeline> {
+        return __request(OpenAPI, {
+            method: 'POST',
+            url: '/api/crm/pipelines/{id}/stages/reorder/',
+            path: {
+                'id': id,
+            },
+            body: requestBody,
+            mediaType: 'application/json',
+            errors: {
+                400: `\`order\` is not a permutation of the stages.`,
+                403: `Missing required permission \`Ibl.CRM/Pipelines/write\`.`,
+                404: `Pipeline not found.`,
+            },
+        });
+    }
+    /**
+     * Search persons, organizations and deals
+     * 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).
+     * @returns SearchResponse
+     * @throws ApiError
+     */
+    public static crmSearchRetrieve({
+        q,
+        limit,
+    }: {
+        /**
+         * Search text.
+         */
+        q: string,
+        /**
+         * Rows per bucket, 1–25 (default 8).
+         */
+        limit?: number,
+    }): CancelablePromise<SearchResponse> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/search/',
+            query: {
+                'limit': limit,
+                'q': q,
+            },
+            errors: {
+                400: `\`q\` missing or \`limit\` out of range.`,
+                403: `No CRM list permission.`,
+            },
+        });
+    }
     /**
      * List tags
      * Returns a paginated list of Tags in your Platform. Supports filtering by `name` (case-insensitive substring) and `created_at__gte`/`created_at__lte` ISO timestamp ranges.
@@ -1845,13 +2513,30 @@ export class CrmService {
     public static crmTagsList({
         createdAtGte,
         createdAtLte,
+        dateFilter,
+        endDate,
         name,
+        ordering,
         page,
         pageSize,
+        search,
+        startDate,
     }: {
         createdAtGte?: string,
         createdAtLte?: string,
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
         name?: string,
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
         /**
          * A page number within the paginated result set.
          */
@@ -1860,6 +2545,14 @@ export class CrmService {
          * Number of results to return per page.
          */
         pageSize?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
     }): CancelablePromise<PaginatedTagList> {
         return __request(OpenAPI, {
             method: 'GET',
@@ -1867,9 +2560,14 @@ export class CrmService {
             query: {
                 'created_at__gte': createdAtGte,
                 'created_at__lte': createdAtLte,
+                'date_filter': dateFilter,
+                'end_date': endDate,
                 'name': name,
+                'ordering': ordering,
                 'page': page,
                 'page_size': pageSize,
+                'search': search,
+                'start_date': startDate,
             },
             errors: {
                 401: `Authentication required.`,
@@ -2023,4 +2721,226 @@ export class CrmService {
             },
         });
     }
+    /**
+     * List my saved views
+     * Your saved views in this Platform; filter with `object_type`.
+     *
+     * **Required permission:** `Ibl.CRM/Views/list`.
+     * @returns PaginatedSavedViewList
+     * @throws ApiError
+     */
+    public static crmViewsList({
+        dateFilter,
+        endDate,
+        objectType,
+        ordering,
+        page,
+        pageSize,
+        search,
+        startDate,
+        type,
+    }: {
+        /**
+         * Only rows created in this window. `custom` needs `start_date` and `end_date`.
+         */
+        dateFilter?: 'today' | '7d' | '30d' | '90d' | 'all_time' | 'custom',
+        /**
+         * Last day of a custom window, inclusive (YYYY-MM-DD).
+         */
+        endDate?: string,
+        /**
+         * The list this view belongs to.
+         *
+         * * `persons` - Persons
+         * * `organizations` - Organizations
+         * * `deals` - Deals
+         * * `activities` - Activities
+         */
+        objectType?: 'activities' | 'deals' | 'organizations' | 'persons',
+        /**
+         * Which field to use when ordering the results.
+         */
+        ordering?: string,
+        /**
+         * A page number within the paginated result set.
+         */
+        page?: number,
+        /**
+         * Number of results to return per page.
+         */
+        pageSize?: number,
+        /**
+         * A search term.
+         */
+        search?: string,
+        /**
+         * First day of a custom window (YYYY-MM-DD).
+         */
+        startDate?: string,
+        /**
+         * `kanban` is available for deals only.
+         *
+         * * `table` - Table
+         * * `kanban` - Kanban
+         */
+        type?: 'kanban' | 'table',
+    }): CancelablePromise<PaginatedSavedViewList> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/views/',
+            query: {
+                'date_filter': dateFilter,
+                'end_date': endDate,
+                'object_type': objectType,
+                'ordering': ordering,
+                'page': page,
+                'page_size': pageSize,
+                'search': search,
+                'start_date': startDate,
+                'type': type,
+            },
+            errors: {
+                401: `Authentication required.`,
+                403: `Missing required permission \`Ibl.CRM/Views/list\`.`,
+            },
+        });
+    }
+    /**
+     * Save a view
+     * 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`.
+     * @returns SavedView
+     * @throws ApiError
+     */
+    public static crmViewsCreate({
+        requestBody,
+    }: {
+        requestBody: SavedView,
+    }): CancelablePromise<SavedView> {
+        return __request(OpenAPI, {
+            method: 'POST',
+            url: '/api/crm/views/',
+            body: requestBody,
+            mediaType: 'application/json',
+            errors: {
+                400: `Validation error.`,
+                403: `Missing required permission \`Ibl.CRM/Views/action\`.`,
+            },
+        });
+    }
+    /**
+     * Retrieve a saved view
+     * **Required permission:** `Ibl.CRM/Views/read`.
+     * @returns SavedView
+     * @throws ApiError
+     */
+    public static crmViewsRetrieve({
+        id,
+    }: {
+        /**
+         * A unique integer value identifying this saved view.
+         */
+        id: number,
+    }): CancelablePromise<SavedView> {
+        return __request(OpenAPI, {
+            method: 'GET',
+            url: '/api/crm/views/{id}/',
+            path: {
+                'id': id,
+            },
+            errors: {
+                403: `Missing required permission \`Ibl.CRM/Views/read\`.`,
+                404: `View not found.`,
+            },
+        });
+    }
+    /**
+     * Replace a saved view
+     * **Required permission:** `Ibl.CRM/Views/write`.
+     * @returns SavedView
+     * @throws ApiError
+     */
+    public static crmViewsUpdate({
+        id,
+        requestBody,
+    }: {
+        /**
+         * A unique integer value identifying this saved view.
+         */
+        id: number,
+        requestBody: SavedView,
+    }): CancelablePromise<SavedView> {
+        return __request(OpenAPI, {
+            method: 'PUT',
+            url: '/api/crm/views/{id}/',
+            path: {
+                'id': id,
+            },
+            body: requestBody,
+            mediaType: 'application/json',
+            errors: {
+                400: `Validation error.`,
+                403: `Missing required permission \`Ibl.CRM/Views/write\`.`,
+                404: `View not found.`,
+            },
+        });
+    }
+    /**
+     * Update a saved view
+     * **Required permission:** `Ibl.CRM/Views/write`.
+     * @returns SavedView
+     * @throws ApiError
+     */
+    public static crmViewsPartialUpdate({
+        id,
+        requestBody,
+    }: {
+        /**
+         * A unique integer value identifying this saved view.
+         */
+        id: number,
+        requestBody?: PatchedSavedView,
+    }): CancelablePromise<SavedView> {
+        return __request(OpenAPI, {
+            method: 'PATCH',
+            url: '/api/crm/views/{id}/',
+            path: {
+                'id': id,
+            },
+            body: requestBody,
+            mediaType: 'application/json',
+            errors: {
+                400: `Validation error.`,
+                403: `Missing required permission \`Ibl.CRM/Views/write\`.`,
+                404: `View not found.`,
+            },
+        });
+    }
+    /**
+     * Delete a saved view
+     * **Required permission:** `Ibl.CRM/Views/delete`.
+     * @returns void
+     * @throws ApiError
+     */
+    public static crmViewsDestroy({
+        id,
+    }: {
+        /**
+         * A unique integer value identifying this saved view.
+         */
+        id: number,
+    }): CancelablePromise<void> {
+        return __request(OpenAPI, {
+            method: 'DELETE',
+            url: '/api/crm/views/{id}/',
+            path: {
+                'id': id,
+            },
+            errors: {
+                403: `Missing required permission \`Ibl.CRM/Views/delete\`.`,
+                404: `View not found.`,
+            },
+        });
+    }
 }