@wirecat/cli-core 0.587.0 → 0.588.0

package/CHANGELOG.md

@@ -5,6 +5,28 @@ Notable changes to `@wirecat/cli-core` (`@wirecat/cli-messaging` up to 0.261.0,
 minor version may break callers, and says how under "Changed — may break callers". `pnpm docs:check` checks the
 shape of this file.
 
+## Unreleased
+
+## 0.588.0 — 06.11.2026
+
+### Changed — may break callers
+
+- **Store version 52 is amended in place: deals and leads in their own tables, a stage history, and no review.**
+  0.585.0, 0.586.0 and 0.587.0 shipped an earlier shape of version 52, but no published CLI depends on them, so no real store
+  holds it; a store a test or a local build moved to 52 with them must be made again. Tables `deals` and `leads`
+  (refs `deal:<id>`, `lead:<id>`) replace `opportunities`; a lead may name the deal it became (`deal_id`). Pipelines
+  have a ref, `pipeline:<id>`, belong to the owner or to a CRM account (`account_id`, `external_id`, so two accounts
+  may each have "Sales"), and hold deals or leads (`kind`); stages have an `outcome` (`open`, `won`, `lost`) and an
+  `external_id`, and positions are not unique. Deals and leads keep the CRM's `account_id`, `external_id` and a board
+  `rank`. Triggers write every stage a deal or a lead enters to `pipeline_stage_changes`. The migration seeds one lead
+  pipeline, `Leads`, with the stages `new`, `contacted`, `qualified`, `won` and `lost`.
+- **`store.deals` writes for the owner and his agents alike.** The `deal` proposal kind and the review columns are
+  gone; only the author is kept. `add`, `list` take `kind` (`deal` by default; a lead may leave out its stage when one
+  lead pipeline is stored). A pipeline is named by `pipeline:<id>` or by a name only one pipeline has; a shared name
+  is refused with the candidates (`pipeline.ambiguous`). Moving to a stage whose outcome is won or lost closes the row,
+  and `close` moves it to its pipeline's stage of that outcome when there is one. `store.deals.pipeline(ref)` reports
+  each stage's open rows, how many rows reached it and the conversion to the next stage, with won, lost and win rate.
+
 ## 0.587.0 — 06.11.2026
 
 ### Added

package/dist/cli/messenger/store-maintenance-command.d.ts

@@ -3,9 +3,9 @@ import type { CacheDatabase } from "../../store/driver.js";
 import type { Messenger } from "./context.js";
 /** `doctor`'s short summary of the store. Must answer for a broken file, so an error is a field. */
 export declare const storeSummary: (env: NodeJS.ProcessEnv) => Promise<{
+    error?: undefined;
     path: string;
     exists: boolean;
-    error?: undefined;
 } | {
     path: string;
     exists: boolean;

package/dist/domain/deals.d.ts

@@ -1,9 +1,14 @@
-import type { FinanceReview } from "./finance.js";
-/** Whether a deal ended, kept apart from the stage it stands in. */
+/** A pipeline holds deals or leads, never both; a deal and a lead are rows of their own tables. */
+export declare const DEAL_KINDS: readonly ["deal", "lead"];
+/** Whether a deal or a lead ended, kept apart from the stage it stands in. */
 export declare const DEAL_STATUSES: readonly ["open", "won", "lost"];
+/** What reaching a stage means, as a CRM marks it: still open, or won or lost. */
+export declare const STAGE_OUTCOMES: readonly ["open", "won", "lost"];
 /** The part a person plays on a deal: the owner's side runs it, the client's side talks or decides. */
 export declare const DEAL_ROLES: readonly ["owner", "contact", "decision-maker"];
+export type DealKind = (typeof DEAL_KINDS)[number];
 export type DealStatus = (typeof DEAL_STATUSES)[number];
+export type StageOutcome = DealStatus;
 export type DealRole = (typeof DEAL_ROLES)[number];
 export interface DealTitleFields {
     id: number;
@@ -12,9 +17,6 @@ export interface DealTitleFields {
     amount: number | null;
     currency: string | null;
     status: DealStatus;
-    review: FinanceReview;
 }
-/** "Site redesign · Proposal, 500 000.00 RUB": a ref summary's title, which `refLabel` prefixes. */
+/** "Site redesign · Proposal, 500 000.00 RUB (won)": a ref summary's title, which `refLabel` prefixes. */
 export declare const dealLine: (deal: DealTitleFields) => string;
-/** "Deal Site redesign · Proposal, 500 000.00 RUB (won)". */
-export declare const dealTitle: (deal: DealTitleFields) => string;

package/dist/domain/deals.js

@@ -1,15 +1,14 @@
 import { moneyLabel } from "./money.js";
-/** Whether a deal ended, kept apart from the stage it stands in. */
+/** A pipeline holds deals or leads, never both; a deal and a lead are rows of their own tables. */
+export const DEAL_KINDS = ["deal", "lead"];
+/** Whether a deal or a lead ended, kept apart from the stage it stands in. */
 export const DEAL_STATUSES = ["open", "won", "lost"];
+/** What reaching a stage means, as a CRM marks it: still open, or won or lost. */
+export const STAGE_OUTCOMES = DEAL_STATUSES;
 /** The part a person plays on a deal: the owner's side runs it, the client's side talks or decides. */
 export const DEAL_ROLES = ["owner", "contact", "decision-maker"];
-/** "Site redesign · Proposal, 500 000.00 RUB": a ref summary's title, which `refLabel` prefixes. */
+/** "Site redesign · Proposal, 500 000.00 RUB (won)": a ref summary's title, which `refLabel` prefixes. */
 export const dealLine = (deal) => {
     const money = deal.amount === null || deal.currency === null ? "" : `, ${moneyLabel(deal.amount, deal.currency)}`;
-    const notes = [deal.status === "open" ? null : deal.status, deal.review === "confirmed" ? null : deal.review]
-        .filter(Boolean)
-        .join(", ");
-    return `${deal.title} · ${deal.stage}${money}${notes ? ` (${notes})` : ""}`;
+    return `${deal.title} · ${deal.stage}${money}${deal.status === "open" ? "" : ` (${deal.status})`}`;
 };
-/** "Deal Site redesign · Proposal, 500 000.00 RUB (won)". */
-export const dealTitle = (deal) => `Deal ${dealLine(deal)}`;

package/dist/domain/ref-summaries.js

@@ -53,6 +53,8 @@ const WORDS = {
     payment: "Payment",
     order: "Order",
     deal: "Deal",
+    lead: "Lead",
+    pipeline: "Pipeline",
     email: "Email",
     email_thread: "Email thread",
     unknown: "Unknown",

package/dist/domain/references.d.ts

@@ -33,7 +33,7 @@ export type Reference = {
  * Things named by their store id (a task also by its key or the task package's id). `entity` is the name
  * before organizations and projects: it still parses, so an old file's reference resolves as not found.
  */
-export declare const SIMPLE_REFERENCES: readonly ["note", "document", "person", "organization", "project", "task", "memory", "fact", "bot", "event", "invoice", "payment", "order", "deal", "entity"];
+export declare const SIMPLE_REFERENCES: readonly ["note", "document", "person", "organization", "project", "task", "memory", "fact", "bot", "event", "invoice", "payment", "order", "deal", "lead", "pipeline", "entity"];
 export type SimpleReference = (typeof SIMPLE_REFERENCES)[number];
 export type RefKindName = Exclude<Reference["type"], "entity">;
 export interface RefKindSpec<R extends Reference = Reference> {

package/dist/domain/references.js

@@ -20,6 +20,8 @@ export const SIMPLE_REFERENCES = [
     "payment",
     "order",
     "deal",
+    "lead",
+    "pipeline",
     "entity",
 ];
 const malformed = (text, shape) => new CliError("validation_error", `"${singleLine(text)}" is not a reference — expected ${shape}`, {

package/dist/errors/reasons.js

@@ -203,14 +203,14 @@ const OTHERS = [
     validation("money.amount", "the amount is not a decimal string in the currency's scale"),
     validation("money.currency", "the currency is not one the store keeps money in"),
     validation("money.quantity", "the quantity is not a decimal above 0"),
-    validation("deal.closed", "a won, lost, rejected or deleted deal does not move or close again"),
-    validation("deal.field", "a field of the deal is not valid"),
-    ["deal.owner-only", "permission_error", "only the owner moves or closes a deal, or makes a pipeline"],
-    validation("deal.ref", "the reference names no deal"),
+    validation("deal.closed", "a deleted deal or lead does not move or close"),
+    validation("deal.field", "a field of the deal or lead is not valid"),
+    validation("deal.ref", "the reference names no deal or lead"),
     validation("deal.stage", "no stage of that name, or a stage name more than one pipeline has"),
-    validation("pipeline.duplicate", "a pipeline of that name is already stored"),
+    validation("pipeline.ambiguous", "more than one pipeline has that name; name it by its pipeline: reference"),
+    validation("pipeline.duplicate", "a pipeline of that name and kind is already stored"),
     validation("pipeline.field", "a pipeline needs a name and at least one stage, each named once"),
-    ["pipeline.not-found", "not_found", "no stored pipeline has that name"],
+    ["pipeline.not-found", "not_found", "no stored pipeline has that name or reference"],
     validation("order.duplicate", "the shop's order with this number is already stored; change its status instead"),
     validation("order.proposed", "the shop's order with this number already waits for the owner in a findings batch"),
     validation("order.field", "a field of the order is not valid"),

package/dist/index.d.ts

@@ -1,7 +1,7 @@
 export { bareCheck, type CheckWords, checkWords } from "./domain/checks.js";
 export type { CounterField, CounterObservation, CounterObservations, CounterState } from "./domain/counters.js";
 export { COUNTER_FIELDS, counterValue, observedCounters } from "./domain/counters.js";
-export { DEAL_ROLES, DEAL_STATUSES, type DealRole, type DealStatus } from "./domain/deals.js";
+export { DEAL_KINDS, DEAL_ROLES, DEAL_STATUSES, type DealKind, type DealRole, type DealStatus, STAGE_OUTCOMES, type StageOutcome, } from "./domain/deals.js";
 export { FINANCE_REVIEWS, type FinanceReview, INVOICE_DIRECTIONS, INVOICE_STATUSES, type InvoiceDirection, type InvoiceStatus, MONEY_DIRECTIONS, type MoneyDirection, } from "./domain/finance.js";
 export { type FormattedText, type HtmlFormatting, type MarkdownFormatting, type TextSpan, validateFormattedText, } from "./domain/formatting.js";
 export { formatLocator, isLocator, type MessageLocator, parseLocator } from "./domain/locator.js";

package/dist/index.js

@@ -1,6 +1,6 @@
 export { bareCheck, checkWords } from "./domain/checks.js";
 export { COUNTER_FIELDS, counterValue, observedCounters } from "./domain/counters.js";
-export { DEAL_ROLES, DEAL_STATUSES } from "./domain/deals.js";
+export { DEAL_KINDS, DEAL_ROLES, DEAL_STATUSES, STAGE_OUTCOMES, } from "./domain/deals.js";
 export { FINANCE_REVIEWS, INVOICE_DIRECTIONS, INVOICE_STATUSES, MONEY_DIRECTIONS, } from "./domain/finance.js";
 export { validateFormattedText, } from "./domain/formatting.js";
 export { formatLocator, isLocator, parseLocator } from "./domain/locator.js";

package/dist/services/proposals/registry.js

@@ -1,7 +1,6 @@
 import { CliError } from "@wirecat/cli-base";
 import { mayDecide } from "../../store/decisions.js";
 import { actionKind } from "./kinds/action.js";
-import { dealKind } from "./kinds/deals.js";
 import { factKind } from "./kinds/fact.js";
 import { invoiceKind, paymentKind } from "./kinds/finance.js";
 import { findingsKind } from "./kinds/findings.js";
@@ -136,7 +135,6 @@ export const proposalRegistry = (store) => {
         invoiceKind(store),
         paymentKind(store),
         orderKind(store),
-        dealKind(store),
         organizationKind(store),
         memoryKind(store),
         findingsKind(store),

package/dist/store/index.d.ts

@@ -34,7 +34,7 @@ export type { BotUpdate, BotUpdateStore } from "./sqlite/bot-updates.js";
 export type { CatalogActor, CatalogEntry, CatalogInput, CatalogQuery, CatalogStore } from "./sqlite/catalog.js";
 export { CATALOG_QUERY } from "./sqlite/catalog.js";
 export type { ChatMetadata } from "./sqlite/chats.js";
-export type { Deal, DealFilter, DealInput, DealPerson, DealsStore, Pipeline, PipelineStage, } from "./sqlite/deals.js";
+export type { Deal, DealFilter, DealInput, DealPerson, DealsStore, FunnelStage, Pipeline, PipelineInput, PipelineReport, PipelineStage, } from "./sqlite/deals.js";
 export type { Email, EmailAddress, EmailAttachment, EmailFacts, EmailFilter, EmailInput, EmailInThread, EmailLocationInput, EmailRecipient, EmailRef, EmailThread, EmailVectorHit, FolderEmail, Mailbox, MailboxInput, MailFilter, MailStore, PartialEmail, SenderScore, ThreadDetails, ThreadSave, } from "./sqlite/emails.js";
 export { EVENT_FIELDS, type EventChunkToEmbed, type EventHit, type EventQuery, type EventSearch, type NearestEvent, } from "./sqlite/event-search.js";
 export type { EvidenceSource } from "./sqlite/evidence-sources.js";

package/dist/store/sqlite/deals.d.ts

@@ -1,31 +1,61 @@
-import { type DealRole, type DealStatus } from "../../domain/deals.js";
-import { type FinanceReview } from "../../domain/finance.js";
-import { type Decider } from "../decisions.js";
+import { type DealKind, type DealRole, type DealStatus, type StageOutcome } from "../../domain/deals.js";
 import { type ProposedByFilter } from "./actors.js";
-import { type Party, type Reviewed, type Written } from "./finance.js";
+import { type Party } from "./finance.js";
 import { type Author } from "./memories.js";
 import type { StoreContext } from "./open.js";
 export interface PipelineStage {
     name: string;
     position: number;
-    /** Open deals standing in it, the owner's and agents' not rejected. */
+    outcome: StageOutcome;
+    externalId: string | null;
+    /** Open deals or leads standing in it now. */
     open: number;
 }
 export interface Pipeline {
+    id: string;
+    ref: string;
     name: string;
+    kind: DealKind;
+    /** The CRM account it was copied from; `null` for the owner's or an agent's own. */
+    account: {
+        provider: string;
+        account: string;
+    } | null;
+    externalId: string | null;
     stages: PipelineStage[];
     createdAt: string;
 }
+export interface FunnelStage extends PipelineStage {
+    /** Rows that got this far: entered this stage or a later one that is not lost, or were won. */
+    reached: number;
+    /** `reached` of the next stage that is not lost over this stage's, 0–1; `null` for the last or an empty one. */
+    conversion: number | null;
+}
+/** A pipeline with its funnel, counted from `pipeline_stage_changes`. */
+export interface PipelineReport extends Omit<Pipeline, "stages"> {
+    stages: FunnelStage[];
+    totals: {
+        items: number;
+        open: number;
+        won: number;
+        lost: number;
+        winRate: number | null;
+    };
+    /** `YYYY-MM-DD`: only rows made since that day are counted; `null` for all. */
+    since: string | null;
+}
 export interface DealPerson extends Party {
     role: DealRole;
 }
-export interface Deal extends Reviewed {
+export interface Deal {
     id: string;
     ref: string;
+    kind: DealKind;
     title: string;
-    /** One line with stage, amount and status, as a list or the review inbox prints it. */
+    /** One line with stage, amount and status, as a list prints it. */
     summary: string;
     pipeline: string;
+    pipelineName: string;
     stage: string;
     status: DealStatus;
     organization: Party | null;
@@ -36,14 +66,44 @@ export interface Deal extends Reviewed {
     closeDate: string | null;
     /** `YYYY-MM-DD`: the day it was won or lost. */
     closedDate: string | null;
-    /** Why it was won or lost, as the owner said when closing it. */
+    /** Why it was won or lost, as given when closing it. */
     closedReason: string | null;
+    rank: number | null;
+    /** A lead's deal, once it became one. */
+    deal: string | null;
+    account: {
+        provider: string;
+        account: string;
+    } | null;
+    externalId: string | null;
     people: DealPerson[];
+    author: {
+        type: "person" | "bot";
+        id: string;
+        name: string | null;
+        kind: "agent" | "rule" | null;
+    };
+    model: string | null;
+    source: string;
+    reason: string | null;
+    evidence: string[];
+    project: string | null;
+    projectName: string | null;
+    createdAt: string;
+    updatedAt: string;
 }
-export interface DealInput extends Written {
+export interface DealInput {
+    /** Who writes it; the owner and an agent write alike, and only the author is kept. */
+    by: Author;
+    /** `deal` when left out. */
+    kind?: DealKind;
     title: string;
-    /** A stage's name; `pipeline` names its pipeline when more than one has a stage of that name. */
-    stage: string;
+    /**
+     * A stage's name, in `pipeline` when given, else in the only pipeline of the kind that has it. A lead may leave it
+     * out when there is one lead pipeline: it starts in that pipeline's first stage.
+     */
+    stage?: string;
+    /** `pipeline:<id>`, or a name only one pipeline of the kind has. */
     pipeline?: string;
     organization?: string;
     /** A decimal string in `currency`; give both or neither. */
@@ -54,51 +114,90 @@ export interface DealInput extends Written {
         person: string;
         role: DealRole;
     }[];
+    project?: string;
+    /** Where an agent's row came from, such as `agent`; the owner's is always `owner`. */
+    source?: string;
+    reason?: string;
+    evidence?: string[];
 }
 export interface DealFilter {
+    /** `deal` when left out. */
+    kind?: DealKind;
     status?: DealStatus;
-    /** A stage's or pipeline's name, in any letter case. */
+    /** A stage's name, in any letter case. */
     stage?: string;
+    /** `pipeline:<id>`, or a name only one pipeline of the kind has. */
     pipeline?: string;
     project?: string;
     organization?: string;
-    review?: FinanceReview;
     proposedBy?: ProposedByFilter;
     /** 1–500, 100 by default; newest written first. */
     limit?: number;
 }
+export interface PipelineInput {
+    name: string;
+    /** `deal` when left out. */
+    kind?: DealKind;
+    /** In order; a bare name is an open stage. */
+    stages: (string | {
+        name: string;
+        outcome?: StageOutcome;
+    })[];
+    by: Author;
+}
 /**
- * The owner's sales pipelines and the deals in them. The owner's deal is confirmed at once; an agent's waits as
- * proposed for him, and only he decides it. Only the owner makes a pipeline, moves a deal or closes it.
+ * Sales pipelines and the deals and leads in them. The owner and his agents write alike: nothing waits for review,
+ * and memo's permission settings are where writes are limited. Every stage a row enters is kept, by triggers, so a
+ * pipeline's report counts conversion between stages.
  */
 export interface DealsStore {
-    addPipeline(input: {
-        name: string;
-        stages: string[];
-        by: Author;
-    }): Promise<Pipeline>;
-    pipelines(): Promise<Pipeline[]>;
+    addPipeline(input: PipelineInput): Promise<Pipeline>;
+    pipelines(filter?: {
+        kind?: DealKind;
+    }): Promise<Pipeline[]>;
+    /** One pipeline by `pipeline:<id>` or a name only one pipeline has, with its funnel. */
+    pipeline(reference: string, options?: {
+        kind?: DealKind;
+        since?: string;
+    }): Promise<PipelineReport>;
     add(input: DealInput): Promise<Deal>;
+    /** `deal:<id>` or `lead:<id>`; a bare id is a deal. */
     get(reference: string): Promise<Deal>;
     list(filter?: DealFilter): Promise<Deal[]>;
-    /** To another stage of the deal's own pipeline. */
+    /** To another stage of its own pipeline; a stage whose outcome is won or lost closes it, an open one reopens it. */
     move(reference: string, input: {
         stage: string;
         by: Author;
     }): Promise<Deal>;
-    /** `date` is the day it closed, today when left out. */
+    /** Won or lost, on `date` (today when left out); it moves to its pipeline's stage of that outcome when there is one. */
     close(reference: string, input: {
         status: Exclude<DealStatus, "open">;
         date?: string;
         reason?: string;
         by: Author;
     }): Promise<Deal>;
-    confirm(reference: string, by: Decider, reason?: string): Promise<Deal>;
-    reject(reference: string, by: Decider, reason?: string): Promise<Deal>;
 }
-type DealOperations = {
-    [K in keyof DealsStore]: DealsStore[K] extends (...args: infer A) => Promise<infer R> ? (...args: A) => R : never;
+export declare const dealOperationsOver: (context: StoreContext) => {
+    addPipeline: ({ name, kind, stages, by }: PipelineInput) => Pipeline;
+    pipelines: (filter?: {
+        kind?: DealKind;
+    }) => Pipeline[];
+    pipeline: (reference: string, options?: {
+        kind?: DealKind;
+        since?: string;
+    }) => PipelineReport;
+    add: (input: DealInput) => Deal;
+    get: (reference: string) => Deal;
+    list: (filter?: DealFilter) => Deal[];
+    move: (reference: string, { stage, by }: {
+        stage: string;
+        by: Author;
+    }) => Deal;
+    close: (reference: string, { status, date, reason, by }: {
+        status: Exclude<DealStatus, "open">;
+        date?: string;
+        reason?: string;
+        by: Author;
+    }) => Deal;
 };
-export declare const dealOperationsOver: (context: StoreContext) => DealOperations;
 export declare const dealsStoreOver: (context: StoreContext) => DealsStore;
-export {};