@wavyx/pdcli 0.7.0 → 0.9.0

package/CHANGELOG.md

@@ -4,6 +4,77 @@ All notable changes to `pdcli` are documented here. Format follows
 [Keep a Changelog](https://keepachangelog.com/); versions follow
 [SemVer](https://semver.org/).
 
+## [0.9.0] - 2026-06-05
+
+### Changed
+
+- **BREAKING:** `--jq` now receives single records as the bare object
+  instead of a one-element array. `pdcli deal get 1 --jq '.id'` works
+  directly; scripts using the old `--jq '.[0].id'` form must drop the
+  `.[0]`. List output is unchanged (still an array).
+- `--resolve-fields` now also applies to the core list commands (`deal`,
+  `person`, `org`, `activity`, `product`) in json/yaml/csv output — one
+  field-definitions fetch covers the whole list. (Supersedes the 0.8.0
+  note that scoped the flag to single-record gets.)
+
+### Fixed
+
+- File uploads, downloads, and form posts now go through the same
+  transport pipeline as every other request: 429 backoff honoring
+  `x-ratelimit-reset`/`Retry-After`, `--no-retry`, the 429-to-403
+  escalation hard stop, 5xx retry, and automatic OAuth token refresh.
+  Note: this also means transient 5xx during an upload is retried —
+  pass `--no-retry` if duplicate-creation on retry is a concern.
+- Alias mutations take an advisory lock, so concurrent pdcli processes
+  no longer overwrite each other's alias changes (last-write-wins data
+  loss). Contention exits 75; an unwritable config directory reports a
+  clear configuration error (exit 78).
+- A failing command can no longer pass its own happy-path test suite —
+  the test harness surfaces command errors instead of swallowing them.
+
+## [0.8.0] - 2026-06-05
+
+### Added
+
+- `person merge <id> --into <survivor>` and `org merge <id> --into <survivor>`
+  — fold duplicate records via Pipedrive's native merge. The positional id is
+  the losing record (deleted); the confirmation names both records and
+  defaults to No. `--yes` skips the prompt for scripts.
+- `funnel --exact` — mines real stage transitions from each deal's changelog
+  instead of approximating from final stages. Stage entry is derived from the
+  transition graph, so deals created mid-funnel count only the stages they
+  actually entered. Failed changelog fetches are skipped with a warning.
+  Machine output is `{ rows, won }`.
+- `metrics coverage` — open pipeline vs the revenue still needed for quota.
+  The classic 3x rule drives the verdict on raw pipeline value; a
+  probability-weighted coverage ratio is reported alongside. Quota comes from
+  active revenue goals (Goals API) or `--target`. Goals in mixed currencies
+  refuse to sum (exit 64).
+- `alias set/list/unset` — user-defined command shortcuts, expanded by the
+  command-not-found hook. Cycles, self-references, topic shadowing, and
+  dotted names are rejected at write time; runtime expansion is guarded
+  against cycles and runaway depth. Destructive payloads warn at set time.
+- `--resolve-fields` — opt-in resolution of custom-field hash keys to names
+  (and option ids to labels) in JSON/yaml/csv output of single-record get
+  commands. Duplicate field names disambiguate instead of clobbering.
+- `audit` duplicate-orgs now also reports fuzzy near-matches
+  (Jaro-Winkler 0.92+) with original org names and a score, tagged
+  `kind: "fuzzy"`.
+- `config unset <key>`; `config set default_output` validates its value.
+- `lead label list` and `file remote-link` (link a Google Drive file to a
+  deal, person, or organization).
+- Animated terminal demo in the README; CONTRIBUTING guide (repo + docs site).
+
+### Changed
+
+- **audit output contract:** duplicate-orgs items now carry a `kind` field
+  (`exact` | `fuzzy` | `note`); fuzzy items use `names` (plural) and `score`.
+  The per-check `count` counts findings only (informational notes excluded)
+  and now includes fuzzy matches — consumers gating on duplicate-orgs counts
+  should account for the new kinds.
+- Aborting a confirmation prompt with Ctrl-C or a closed stdin now exits
+  cleanly as "Aborted" instead of an internal error.
+
 ## [0.7.0] - 2026-06-05
 
 ### Added

package/README.md

@@ -4,6 +4,10 @@
 [![codecov](https://codecov.io/gh/wavyx/pdcli/branch/main/graph/badge.svg)](https://codecov.io/gh/wavyx/pdcli)
 [![npm](https://img.shields.io/npm/v/%40wavyx%2Fpdcli)](https://www.npmjs.com/package/@wavyx/pdcli)
 
+<p align="center">
+  <img src="https://raw.githubusercontent.com/wavyx/pdcli/main/docs/demo.svg" alt="pdcli demo — running pipeline health and a winning deal update" width="720">
+</p>
+
 Command-line interface for [Pipedrive](https://www.pipedrive.com/) — fast, scriptable, built for terminals, CI pipelines, and AI agents.
 
 > Not affiliated with or endorsed by Pipedrive.
@@ -74,9 +78,12 @@ pdcli person import people.csv                         # custom fields by name
 ```bash
 pdcli metrics velocity --period 90d      # the Sales Velocity Equation, in your terminal
 pdcli funnel --pipeline 1                # stage-to-stage conversion
+pdcli funnel --exact                     # mine real stage transitions per deal (one call each)
+pdcli metrics coverage --target 500000   # weighted pipeline vs quota — the 3x coverage rule
 pdcli pipeline health                    # per-stage value, weighted value, stale, no-next-step
 pdcli audit                              # 11 data-hygiene checks (duplicates, stale, gaps)
 pdcli audit --strict                     # exit 1 on must-severity findings — wire into CI
+pdcli person merge 123 --into 456        # fold a duplicate into the survivor (deletes 123)
 ```
 
 ## Files, webhooks, backup
@@ -93,6 +100,7 @@ pdcli backup --dir ./pipedrive-backup    # full account → JSON tree, --resume
 ```bash
 pdcli api GET /api/v2/pipelines          # raw, host-locked to YOUR domain
 pdcli api POST /api/v2/deals --body '{"title":"Raw deal"}'
+pdcli alias set wd "deal list --status won"   # save a shortcut, then run: pdcli wd
 pdcli doctor                             # diagnose auth/keychain/connectivity
 ```