@wavyx/pdcli 0.3.0 → 0.5.0

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package/CHANGELOG.md CHANGED
@@ -4,6 +4,40 @@ All notable changes to `pdcli` are documented here. Format follows
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  [Keep a Changelog](https://keepachangelog.com/); versions follow
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  [SemVer](https://semver.org/).
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+ ## [0.5.0] - 2026-06-04
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+
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+ ### Added
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+
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+ - `metrics velocity` — the Sales Velocity Equation ((open × win rate ×
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+ avg won value) / cycle days) with all four levers, over a trailing
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+ `--period` and optional `--pipeline`/`--owner` scope.
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+ - `funnel` — stage-to-stage conversion approximated from closed deals'
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+ final stages, plus the current open distribution per stage.
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+ - `pipeline health` — per-stage snapshot: open count/value,
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+ probability-weighted value, stale deals (>14d), deals without a next
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+ step, deals past their close date.
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+ - `audit` — 11 data-hygiene checks (stale/ancient deals, missing fields,
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+ duplicate persons by email, duplicate orgs by name, uncontactable
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+ contacts, overdue pileups, …) with `--checks`, `--verbose`, and
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+ `--strict` (exit 1 on must-severity findings — CI-able).
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+
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+ ## [0.4.0] - 2026-06-04
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+
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+ ### Added
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+
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+ - `deal bulk-update` — update many deals at once by `--ids`, a Pipedrive
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+ saved `--filter`, or ids piped on stdin. Paced sequentially inside the
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+ rate-limit burst window, confirms before writing (`--yes` to skip),
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+ `--dry-run` previews targets, partial failures are listed per deal and
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+ exit 1.
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+ - `person import` / `org import` — bulk-create from CSV. Headers map to
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+ fields, including custom fields by human name with option-label
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+ resolution; `--dry-run` validates every row without writing.
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+
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+ ### Changed
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+
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+ - CI actions bumped to checkout/setup-node v5.
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+
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  ## [0.3.0] - 2026-06-04
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  ### Added
package/README.md CHANGED
@@ -1,5 +1,9 @@
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  # pdcli
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+ [![CI](https://github.com/wavyx/pdcli/actions/workflows/ci.yml/badge.svg)](https://github.com/wavyx/pdcli/actions/workflows/ci.yml)
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+ [![codecov](https://codecov.io/gh/wavyx/pdcli/branch/main/graph/badge.svg)](https://codecov.io/gh/wavyx/pdcli)
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+ [![npm](https://img.shields.io/npm/v/%40wavyx%2Fpdcli)](https://www.npmjs.com/package/@wavyx/pdcli)
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+
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  Command-line interface for [Pipedrive](https://www.pipedrive.com/) — fast, scriptable, built for terminals, CI pipelines, and AI agents.
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  > Not affiliated with or endorsed by Pipedrive.
@@ -55,6 +59,26 @@ pdcli deal create --title "Sized" --field "Deal Size=Large" --field "Score=4.5"
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  pdcli deal update 42 --body '{"probability":75}' # raw JSON escape hatch
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  ```
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+ ## Bulk
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+ ```bash
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+ pdcli deal bulk-update --filter 9 --stage 5 # saved filter → stage move
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+ pdcli deal bulk-update --ids 1,2,3 --status won --yes
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+ pdcli deal list --status open --jq '.[].id' | pdcli deal bulk-update --owner 42
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+ pdcli person import people.csv --dry-run # CSV headers map to fields,
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+ pdcli person import people.csv # custom fields by name
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+ ```
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+
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+ ## Analytics & housekeeping
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+ ```bash
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+ pdcli metrics velocity --period 90d # the Sales Velocity Equation, in your terminal
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+ pdcli funnel --pipeline 1 # stage-to-stage conversion
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+ pdcli pipeline health # per-stage value, weighted value, stale, no-next-step
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+ pdcli audit # 11 data-hygiene checks (duplicates, stale, gaps)
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+ pdcli audit --strict # exit 1 on must-severity findings — wire into CI
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+ ```
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+
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  ## Files, webhooks, backup
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  ```bash