@raytio/mcp-server 1.16.1 → 1.17.0

package/dist/tools/role-mapping.js

@@ -18,6 +18,9 @@ const ROLE_TO_DOMAINS = {
     DATA_SHARING_ADMINISTRATOR: ['dsm'],
     WORKER_ADMINISTRATOR: ['wrm', 'prm'],
     WORKER_VIEWER: ['wrm-readonly'],
+    SALES_USER: ['sfa', 'prm'],
+    SALES_ADMINISTRATOR: ['sfa', 'prm'],
+    SALES_VIEWER: ['sfa-readonly'],
 };
 /**
  * Given a list of user group codes, resolve the set of tool domain IDs
@@ -41,6 +44,9 @@ export function mapRolesToDomains(groupCodes) {
     if (domains.has('wrm') && domains.has('wrm-readonly')) {
         domains.delete('wrm-readonly');
     }
+    if (domains.has('sfa') && domains.has('sfa-readonly')) {
+        domains.delete('sfa-readonly');
+    }
     return [...domains];
 }
 /**

package/dist/tools/role-mapping.js.map

@@ -1 +1 @@
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+{"version":3,"file":"role-mapping.js","sourceRoot":"","sources":["../../src/tools/role-mapping.ts"],"names":[],"mappings":"AAWA;;;;;;;;;;;GAWG;AACH,MAAM,eAAe,GAA6B;IAChD,YAAY,EAAE,CAAC,KAAK,EAAE,KAAK,CAAC;IAC5B,qBAAqB,EAAE,CAAC,KAAK,EAAE,KAAK,EAAE,KAAK,CAAC;IAC5C,cAAc,EAAE,CAAC,cAAc,EAAE,cAAc,CAAC;IAChD,iBAAiB,EAAE,CAAC,KAAK,CAAC;IAC1B,0BAA0B,EAAE,CAAC,KAAK,CAAC;IACnC,oBAAoB,EAAE,CAAC,KAAK,EAAE,KAAK,CAAC;IACpC,aAAa,EAAE,CAAC,cAAc,CAAC;IAC/B,UAAU,EAAE,CAAC,KAAK,EAAE,KAAK,CAAC;IAC1B,mBAAmB,EAAE,CAAC,KAAK,EAAE,KAAK,CAAC;IACnC,YAAY,EAAE,CAAC,cAAc,CAAC;CAC/B,CAAC;AAEF;;;;;GAKG;AACH,MAAM,UAAU,iBAAiB,CAAC,UAAoB;IACpD,MAAM,OAAO,GAAG,IAAI,GAAG,EAAU,CAAC;IAClC,KAAK,MAAM,IAAI,IAAI,UAAU,EAAE,CAAC;QAC9B,MAAM,MAAM,GAAG,eAAe,CAAC,IAAI,CAAC,CAAC;QACrC,IAAI,MAAM,EAAE,CAAC;YACX,KAAK,MAAM,CAAC,IAAI,MAAM;gBAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC;QACzC,CAAC;IACH,CAAC;IAED,kFAAkF;IAClF,IAAI,OAAO,CAAC,GAAG,CAAC,KAAK,CAAC,IAAI,OAAO,CAAC,GAAG,CAAC,cAAc,CAAC,EAAE,CAAC;QACtD,OAAO,CAAC,MAAM,CAAC,cAAc,CAAC,CAAC;IACjC,CAAC;IACD,IAAI,OAAO,CAAC,GAAG,CAAC,KAAK,CAAC,IAAI,OAAO,CAAC,GAAG,CAAC,cAAc,CAAC,EAAE,CAAC;QACtD,OAAO,CAAC,MAAM,CAAC,cAAc,CAAC,CAAC;IACjC,CAAC;IACD,IAAI,OAAO,CAAC,GAAG,CAAC,KAAK,CAAC,IAAI,OAAO,CAAC,GAAG,CAAC,cAAc,CAAC,EAAE,CAAC;QACtD,OAAO,CAAC,MAAM,CAAC,cAAc,CAAC,CAAC;IACjC,CAAC;IAED,OAAO,CAAC,GAAG,OAAO,CAAC,CAAC;AACtB,CAAC;AAED;;;GAGG;AACH,MAAM,CAAC,KAAK,UAAU,eAAe,CACnC,SAA0B;IAE1B,OAAO,SAAS,CAAC,IAAI,CAAc,kCAAkC,EAAE,EAAE,CAAC,CAAC;AAC7E,CAAC;AAED;;;;;;;GAOG;AACH,MAAM,CAAC,KAAK,UAAU,kBAAkB,CACtC,SAA0B;IAE1B,MAAM,MAAM,GAAG,MAAM,eAAe,CAAC,SAAS,CAAC,CAAC;IAChD,MAAM,KAAK,GAAG,MAAM,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,UAAU,CAAC,CAAC;IAC9C,MAAM,OAAO,GAAG,iBAAiB,CAAC,KAAK,CAAC,CAAC;IACzC,OAAO,OAAO,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,OAAO,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC;AAC5D,CAAC"}

package/dist/tools/sfa/activity-create.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const activityCreateTool: Tool;
+//# sourceMappingURL=activity-create.d.ts.map

package/dist/tools/sfa/activity-create.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"activity-create.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/activity-create.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAUtC,eAAO,MAAM,kBAAkB,EAAE,IA2ChC,CAAC"}

package/dist/tools/sfa/activity-create.js

@@ -0,0 +1,49 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, SFA_VALIDATION, API_ERROR } from '../types.js';
+import { SFA_ACTIVITY_SELECT } from '../../sfa/projection.js';
+const OPTIONAL_FIELDS = [
+    'activity_type', 'activity_body', 'activity_data',
+    'due_date', 'completed_date', 'metadata',
+];
+export const activityCreateTool = {
+    name: 'sfa_activity_create',
+    description: 'Create an SFA activity attached to exactly one lead or one deal.',
+    inputSchema: z.object({
+        lead_id: z.string().optional().describe('UUID of the parent lead (exclusive with deal_id)'),
+        deal_id: z.string().optional().describe('UUID of the parent deal (exclusive with lead_id)'),
+        activity_type: z.string().optional()
+            .describe('Activity type (validated against SFA_ACTIVITY_TYPE lookup)'),
+        activity_body: z.string().optional().describe('Free-text body / notes'),
+        activity_data: z.record(z.unknown()).optional()
+            .describe('Structured payload (JSONB) — e.g. participants, call duration'),
+        due_date: z.string().optional().describe('Due timestamp (ISO 8601)'),
+        completed_date: z.string().optional().describe('Completion timestamp (ISO 8601)'),
+        metadata: z.record(z.unknown()).optional()
+            .describe('Arbitrary JSON metadata object'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        const hasLead = !!input.lead_id;
+        const hasDeal = !!input.deal_id;
+        if (hasLead === hasDeal) {
+            return errorResponse(SFA_VALIDATION, 'Activity must reference exactly one of lead_id or deal_id');
+        }
+        try {
+            const body = {};
+            if (hasLead)
+                body.lead_id = input.lead_id;
+            if (hasDeal)
+                body.deal_id = input.deal_id;
+            for (const field of OPTIONAL_FIELDS) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const items = await ctx.apiClient.post(`${ctx.apiClient.dbBasePath}/sfa_activities?select=${SFA_ACTIVITY_SELECT}`, body, { headers: { Prefer: 'return=representation' } });
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to create SFA activity: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=activity-create.js.map

package/dist/tools/sfa/activity-create.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/activity-list.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const activityListTool: Tool;
+//# sourceMappingURL=activity-list.d.ts.map

package/dist/tools/sfa/activity-list.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"activity-list.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/activity-list.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAKtC,eAAO,MAAM,gBAAgB,EAAE,IA2C9B,CAAC"}

package/dist/tools/sfa/activity-list.js

@@ -0,0 +1,47 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_ACTIVITY_SELECT } from '../../sfa/projection.js';
+export const activityListTool = {
+    name: 'sfa_activity_list',
+    description: 'List SFA activities (calls, emails, meetings, tasks) attached to a lead or a deal',
+    inputSchema: z.object({
+        lead_id: z.string().optional().describe('Filter to activities on this lead UUID'),
+        deal_id: z.string().optional().describe('Filter to activities on this deal UUID'),
+        activity_type: z.string().optional().describe('Filter by activity_type'),
+        active: z.boolean().optional().describe('Filter by active flag (default true)'),
+        limit: z.number().optional().describe('Max results (default 50, max 200)'),
+        offset: z.number().optional().describe('Offset for pagination'),
+        order_by: z.string().optional()
+            .describe('PostgREST order clause (default: due_date.desc)'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const parts = [];
+            if (input.lead_id)
+                parts.push(`lead_id=eq.${input.lead_id}`);
+            if (input.deal_id)
+                parts.push(`deal_id=eq.${input.deal_id}`);
+            if (input.activity_type)
+                parts.push(`activity_type=eq.${input.activity_type}`);
+            const active = input.active ?? true;
+            parts.push(`active=eq.${active}`);
+            const limit = Math.min(input.limit ?? 50, 200);
+            parts.push(`limit=${limit}`);
+            if (input.offset)
+                parts.push(`offset=${input.offset}`);
+            parts.push(`order=${input.order_by ?? 'due_date.desc'}`);
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_activities?select=${SFA_ACTIVITY_SELECT}&${parts.join('&')}`, { headers: { Prefer: 'count=exact' } });
+            const offset = input.offset ?? 0;
+            return successResponse({
+                items,
+                count: items.length,
+                next_offset: items.length === limit ? offset + limit : null,
+            });
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to list SFA activities: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=activity-list.js.map

package/dist/tools/sfa/activity-list.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-advance-stage.d.ts

@@ -0,0 +1,13 @@
+import { Tool } from '../registry.js';
+/**
+ * Calls the sfa-deal-advance-stage persist-functions Lambda
+ * (POST /persist/v2/sfa/deal/advance-stage).
+ *
+ * Advancing a stage is a domain-aware operation: in addition to setting
+ * `stage_id`, the Lambda may update `deal_status`, `actual_close_date`,
+ * `probability`, and log a stage-transition activity in a single
+ * transaction. Use this tool instead of patching `stage_id` directly so
+ * those side-effects fire consistently.
+ */
+export declare const dealAdvanceStageTool: Tool;
+//# sourceMappingURL=deal-advance-stage.d.ts.map

package/dist/tools/sfa/deal-advance-stage.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"deal-advance-stage.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/deal-advance-stage.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAGtC;;;;;;;;;GASG;AACH,eAAO,MAAM,oBAAoB,EAAE,IAoClC,CAAC"}

package/dist/tools/sfa/deal-advance-stage.js

@@ -0,0 +1,48 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+/**
+ * Calls the sfa-deal-advance-stage persist-functions Lambda
+ * (POST /persist/v2/sfa/deal/advance-stage).
+ *
+ * Advancing a stage is a domain-aware operation: in addition to setting
+ * `stage_id`, the Lambda may update `deal_status`, `actual_close_date`,
+ * `probability`, and log a stage-transition activity in a single
+ * transaction. Use this tool instead of patching `stage_id` directly so
+ * those side-effects fire consistently.
+ */
+export const dealAdvanceStageTool = {
+    name: 'sfa_deal_advance_stage',
+    description: 'Advance an SFA deal to a target stage. Calls the sfa-deal-advance-stage Lambda which applies the stage transition plus any status/close-date/probability side-effects atomically.',
+    inputSchema: z.object({
+        deal_id: z.string().describe('UUID of the deal to advance'),
+        stage_id: z.string().describe('UUID of the target stage'),
+        deal_status: z.string().optional()
+            .describe('Override deal_status (e.g. WON, LOST). Otherwise derived from stage_category.'),
+        actual_close_date: z.string().optional()
+            .describe('Override actual close date (ISO 8601); only relevant for WON/LOST transitions'),
+        lost_reason: z.string().optional()
+            .describe('Reason captured when transitioning to a LOST stage'),
+        activity_body: z.string().optional()
+            .describe('Optional note recorded on the stage-transition activity'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = {
+                deal_id: input.deal_id,
+                stage_id: input.stage_id,
+            };
+            const optional = ['deal_status', 'actual_close_date', 'lost_reason', 'activity_body'];
+            for (const field of optional) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const result = await ctx.apiClient.postLambda('/sfa/deal/advance-stage', body);
+            return successResponse(result);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to advance SFA deal stage: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-advance-stage.js.map

package/dist/tools/sfa/deal-advance-stage.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-create.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const dealCreateTool: Tool;
+//# sourceMappingURL=deal-create.d.ts.map

package/dist/tools/sfa/deal-create.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-create.js

@@ -0,0 +1,51 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_DEAL_SELECT } from '../../sfa/projection.js';
+const OPTIONAL_FIELDS = [
+    'pipeline_id', 'stage_id', 'deal_status',
+    'amount', 'currency_code', 'probability',
+    'expected_close_date', 'assigned_to', 'source_lead_id',
+    'metadata',
+];
+export const dealCreateTool = {
+    name: 'sfa_deal_create',
+    description: 'Create a new SFA deal',
+    inputSchema: z.object({
+        deal_name: z.string().describe('Display name of the deal'),
+        party_id: z.string().describe('UUID of the PRM party this deal is for'),
+        pipeline_id: z.string().optional().describe('Pipeline UUID FK'),
+        stage_id: z.string().optional().describe('Stage UUID FK'),
+        deal_status: z.string().optional()
+            .describe('Deal status (validated against SFA_DEAL_STATUS lookup)'),
+        amount: z.number().optional().describe('Deal amount'),
+        currency_code: z.string().optional().describe('ISO currency code'),
+        probability: z.number().min(0).max(100).optional()
+            .describe('Win probability percent (0-100)'),
+        expected_close_date: z.string().optional()
+            .describe('Expected close date (ISO 8601)'),
+        assigned_to: z.string().optional().describe('UUID of the assigned user'),
+        source_lead_id: z.string().optional()
+            .describe('Originating SFA lead UUID, when sourced from a lead'),
+        metadata: z.record(z.unknown()).optional()
+            .describe('Arbitrary JSON metadata object'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = {
+                deal_name: input.deal_name,
+                party_id: input.party_id,
+            };
+            for (const field of OPTIONAL_FIELDS) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const items = await ctx.apiClient.post(`${ctx.apiClient.dbBasePath}/sfa_deals?select=${SFA_DEAL_SELECT}`, body, { headers: { Prefer: 'return=representation' } });
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to create SFA deal: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-create.js.map

package/dist/tools/sfa/deal-create.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-get.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const dealGetTool: Tool;
+//# sourceMappingURL=deal-get.d.ts.map

package/dist/tools/sfa/deal-get.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-get.js

@@ -0,0 +1,24 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, SFA_NOT_FOUND, API_ERROR } from '../types.js';
+import { SFA_DEAL_SELECT } from '../../sfa/projection.js';
+export const dealGetTool = {
+    name: 'sfa_deal_get',
+    description: 'Get a single SFA deal by ID (UUID)',
+    inputSchema: z.object({
+        id: z.string().describe('UUID of the deal'),
+    }),
+    handler: async (args, ctx) => {
+        const { id } = args;
+        try {
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_deals?id=eq.${id}&select=${SFA_DEAL_SELECT}`);
+            if (!items || items.length === 0) {
+                return errorResponse(SFA_NOT_FOUND, `Deal ${id} not found`);
+            }
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to get SFA deal: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-get.js.map

package/dist/tools/sfa/deal-get.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-line-create.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const dealLineCreateTool: Tool;
+//# sourceMappingURL=deal-line-create.d.ts.map

package/dist/tools/sfa/deal-line-create.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-line-create.js

@@ -0,0 +1,37 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_DEAL_LINE_SELECT } from '../../sfa/projection.js';
+const OPTIONAL_FIELDS = [
+    'gpm_item_id', 'quantity', 'unit_price', 'discount_pct', 'line_order', 'metadata',
+];
+export const dealLineCreateTool = {
+    name: 'sfa_deal_line_create',
+    description: 'Create an SFA deal line item. line_amount is a generated column derived from quantity, unit_price, and discount_pct; the parent deal amount roll-up is computed by DB triggers.',
+    inputSchema: z.object({
+        deal_id: z.string().describe('UUID of the parent deal'),
+        gpm_item_id: z.string().optional().describe('UUID of the GPM item being sold'),
+        quantity: z.number().optional().describe('Quantity'),
+        unit_price: z.number().optional().describe('Unit price'),
+        discount_pct: z.number().min(0).max(100).optional()
+            .describe('Discount percent (0-100)'),
+        line_order: z.number().optional().describe('Ordering integer within the deal'),
+        metadata: z.record(z.unknown()).optional()
+            .describe('Arbitrary JSON metadata object'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = { deal_id: input.deal_id };
+            for (const field of OPTIONAL_FIELDS) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const items = await ctx.apiClient.post(`${ctx.apiClient.dbBasePath}/sfa_deal_lines?select=${SFA_DEAL_LINE_SELECT}`, body, { headers: { Prefer: 'return=representation' } });
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to create SFA deal line: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-line-create.js.map

package/dist/tools/sfa/deal-line-create.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-line-list.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const dealLineListTool: Tool;
+//# sourceMappingURL=deal-line-list.d.ts.map

package/dist/tools/sfa/deal-line-list.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-line-list.js

@@ -0,0 +1,44 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_DEAL_LINE_SELECT } from '../../sfa/projection.js';
+export const dealLineListTool = {
+    name: 'sfa_deal_line_list',
+    description: 'List SFA deal line items (typically scoped to a single deal)',
+    inputSchema: z.object({
+        deal_id: z.string().optional().describe('Filter by parent deal UUID'),
+        gpm_item_id: z.string().optional().describe('Filter by GPM item UUID'),
+        active: z.boolean().optional().describe('Filter by active flag (default true)'),
+        limit: z.number().optional().describe('Max results (default 50, max 200)'),
+        offset: z.number().optional().describe('Offset for pagination'),
+        order_by: z.string().optional()
+            .describe('PostgREST order clause (default: line_order.asc)'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const parts = [];
+            if (input.deal_id)
+                parts.push(`deal_id=eq.${input.deal_id}`);
+            if (input.gpm_item_id)
+                parts.push(`gpm_item_id=eq.${input.gpm_item_id}`);
+            const active = input.active ?? true;
+            parts.push(`active=eq.${active}`);
+            const limit = Math.min(input.limit ?? 50, 200);
+            parts.push(`limit=${limit}`);
+            if (input.offset)
+                parts.push(`offset=${input.offset}`);
+            parts.push(`order=${input.order_by ?? 'line_order.asc'}`);
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_deal_lines?select=${SFA_DEAL_LINE_SELECT}&${parts.join('&')}`, { headers: { Prefer: 'count=exact' } });
+            const offset = input.offset ?? 0;
+            return successResponse({
+                items,
+                count: items.length,
+                next_offset: items.length === limit ? offset + limit : null,
+            });
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to list SFA deal lines: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-line-list.js.map

package/dist/tools/sfa/deal-line-list.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-list.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const dealListTool: Tool;
+//# sourceMappingURL=deal-list.d.ts.map

package/dist/tools/sfa/deal-list.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"deal-list.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/deal-list.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAMtC,eAAO,MAAM,YAAY,EAAE,IAoC1B,CAAC"}

package/dist/tools/sfa/deal-list.js

@@ -0,0 +1,40 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_DEAL_SELECT } from '../../sfa/projection.js';
+import { buildDealQuery } from '../../sfa/filters.js';
+export const dealListTool = {
+    name: 'sfa_deal_list',
+    description: 'List/filter SFA deals',
+    inputSchema: z.object({
+        deal_status: z.union([z.string(), z.array(z.string())]).optional()
+            .describe('Filter by deal_status (single or array)'),
+        pipeline_id: z.string().optional().describe('Filter by pipeline UUID'),
+        stage_id: z.string().optional().describe('Filter by stage UUID'),
+        party_id: z.string().optional().describe('Filter by party UUID'),
+        assigned_to: z.string().optional().describe('Filter by assigned user UUID'),
+        source_lead_id: z.string().optional().describe('Filter by originating lead UUID'),
+        search: z.string().optional().describe('Search across deal_name (case-insensitive)'),
+        active: z.boolean().optional().describe('Filter by active flag (default true)'),
+        limit: z.number().optional().describe('Max results (default 50, max 200)'),
+        offset: z.number().optional().describe('Offset for pagination'),
+        order_by: z.string().optional()
+            .describe('PostgREST order clause (default: expected_close_date.asc)'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const { query, limit } = buildDealQuery(input);
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_deals?select=${SFA_DEAL_SELECT}&${query}`, { headers: { Prefer: 'count=exact' } });
+            const offset = input.offset ?? 0;
+            return successResponse({
+                items,
+                count: items.length,
+                next_offset: items.length === limit ? offset + limit : null,
+            });
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to list SFA deals: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-list.js.map

package/dist/tools/sfa/deal-list.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-update.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const dealUpdateTool: Tool;
+//# sourceMappingURL=deal-update.d.ts.map

package/dist/tools/sfa/deal-update.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/deal-update.js

@@ -0,0 +1,56 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, SFA_NOT_FOUND, SFA_VALIDATION, API_ERROR, } from '../types.js';
+import { SFA_DEAL_SELECT } from '../../sfa/projection.js';
+const UUID_FIELDS = new Set([
+    'id', 'party_id', 'pipeline_id', 'stage_id', 'assigned_to', 'source_lead_id',
+]);
+export const dealUpdateTool = {
+    name: 'sfa_deal_update',
+    description: 'Update an SFA deal (generic CRUD). Pass null for a nullable field to clear it; omit the field to leave it unchanged.',
+    inputSchema: z.object({
+        id: z.string().describe('UUID of the deal'),
+        deal_name: z.string().optional().describe('Display name'),
+        party_id: z.string().optional().describe('UUID of the PRM party'),
+        pipeline_id: z.string().nullable().optional().describe('Pipeline UUID (null to clear)'),
+        stage_id: z.string().nullable().optional().describe('Stage UUID (null to clear)'),
+        deal_status: z.string().nullable().optional().describe('Deal status (null to clear)'),
+        amount: z.number().nullable().optional().describe('Deal amount (null to clear)'),
+        currency_code: z.string().nullable().optional().describe('ISO currency code (null to clear)'),
+        probability: z.number().min(0).max(100).nullable().optional()
+            .describe('Win probability percent (null to clear)'),
+        expected_close_date: z.string().nullable().optional()
+            .describe('Expected close date ISO 8601 (null to clear)'),
+        actual_close_date: z.string().nullable().optional()
+            .describe('Actual close date ISO 8601 (null to clear)'),
+        lost_reason: z.string().nullable().optional().describe('Reason lost (null to clear)'),
+        assigned_to: z.string().nullable().optional().describe('Assigned user UUID (null to clear)'),
+        active: z.boolean().optional().describe('Set to false for soft-delete'),
+        metadata: z.record(z.unknown()).nullable().optional()
+            .describe('Arbitrary JSON metadata object (null to clear)'),
+    }),
+    handler: async (args, ctx) => {
+        const { id, ...updates } = args;
+        for (const field of UUID_FIELDS) {
+            const value = field === 'id' ? id : updates[field];
+            if (value === '') {
+                return errorResponse(SFA_VALIDATION, `${field} must be a valid UUID, not an empty string`);
+            }
+        }
+        try {
+            const body = {};
+            for (const [key, value] of Object.entries(updates)) {
+                if (value !== undefined)
+                    body[key] = value;
+            }
+            const items = await ctx.apiClient.patch(`${ctx.apiClient.dbBasePath}/sfa_deals?id=eq.${id}&select=${SFA_DEAL_SELECT}`, body, { headers: { Prefer: 'return=representation' } });
+            if (!items || items.length === 0) {
+                return errorResponse(SFA_NOT_FOUND, `Deal ${id} not found`);
+            }
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to update SFA deal: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-update.js.map

package/dist/tools/sfa/deal-update.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/index.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const sfaTools: Tool[];
+//# sourceMappingURL=index.d.ts.map

package/dist/tools/sfa/index.d.ts.map

@@ -0,0 +1 @@
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