@wirecat/cli-core 0.587.0 → 0.589.0

package/CHANGELOG.md

@@ -5,6 +5,48 @@ 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
+
+## 0.589.0 — 06.11.2026
+
+### Added
+
+- **`crm` is a provider kind, and `search all` reads deals and leads.** A CRM CLI registers its provider with
+  `kind: "crm"` and `opens: CRM_OPENS` (`deals show`, `leads show`, `pipelines show`). `searchAll` has a resource
+  `crm` that finds deals and leads, the owner's own and every CRM account's copies, by the words of their title in
+  any letter case; its hits are `deal` and `lead`, their title and excerpt marked untrusted. A query with a field,
+  a wildcard or NOT skips `crm` with its reason. `--source` and a profile lock narrow it to the accounts named.
+  `crm` joins the default `RESOURCES_SEARCHED`; tg, max, wa and the calendar CLIs pass their own lists and are unchanged.
+
+### Changed — may break callers
+
+- **Project status money comes only from the books.** `ProjectStatus.money.open` sums what confirmed open
+  invoices still owe and never an amount found by words in messages, so a project with no confirmed invoices answers
+  `money: []`. When the project or a child has a confirmed invoice or payment, the `amounts` signal (version 2) lists
+  nothing: its word match also found the owner's own quotes, product prices and deposits and called them open, about
+  50 of them on one real project whose books say nothing is owed. A project with no books still gets its `amounts`
+  items, marked `basis: pattern`. `StatusContext` has a new required `books` flag.
+
+## 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/search-answers.js

@@ -280,6 +280,9 @@ const ALL_HIT_UNTRUSTED = {
     note: undefined,
     event: ["title", "excerpt"],
     meeting: ["title", "excerpt", "sender_name"],
+    // A CRM's copy is typed by the CRM's users; the owner's own deal is his, but one rule keeps a hit's marking simple.
+    deal: ["title", "excerpt"],
+    lead: ["title", "excerpt"],
 };
 export const allHitItem = (item) => item.kind === "meeting"
     ? {

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/providers.d.ts

@@ -1,7 +1,7 @@
 import type { Provider } from "./models.js";
 import { type RefKindName } from "./references.js";
 /** What a search reads; the same names `--only`, `searched` and `skipped` use. */
-export declare const KINDS: readonly ["messages", "mail", "notes", "documents", "meetings", "events"];
+export declare const KINDS: readonly ["messages", "mail", "notes", "documents", "meetings", "events", "crm"];
 export type Kind = (typeof KINDS)[number];
 export interface ProviderEntry {
     name: Provider;
@@ -12,6 +12,12 @@ export interface ProviderEntry {
     /** The read command, after `<command> <profile>`, that opens a ref of each kind: `{ chat: "messages list" }`. */
     opens?: Partial<Record<RefKindName, string>>;
 }
+/** What a CRM CLI's entry gives as `opens`: the read commands `addCrmCommands` mounts. */
+export declare const CRM_OPENS: {
+    readonly deal: "deals show";
+    readonly lead: "leads show";
+    readonly pipeline: "pipelines show";
+};
 /** The seed: what cli-core knows before any CLI has written its entry into the store. */
 export declare const PROVIDERS: readonly ProviderEntry[];
 /** How a text names a provider to a person: `MAX`, not `max`. */

package/dist/domain/providers.js

@@ -1,8 +1,10 @@
 import { CliError } from "@wirecat/cli-base";
 import { REF_KINDS } from "./references.js";
 /** What a search reads; the same names `--only`, `searched` and `skipped` use. */
-export const KINDS = ["messages", "mail", "notes", "documents", "meetings", "events"];
+export const KINDS = ["messages", "mail", "notes", "documents", "meetings", "events", "crm"];
 const MESSENGER_OPENS = { chat: "messages list", message: "messages show", contact: "contacts show" };
+/** What a CRM CLI's entry gives as `opens`: the read commands `addCrmCommands` mounts. */
+export const CRM_OPENS = { deal: "deals show", lead: "leads show", pipeline: "pipelines show" };
 /** The seed: what cli-core knows before any CLI has written its entry into the store. */
 export const PROVIDERS = [
     { name: "telegram", kind: "messages", aliases: ["tg"], command: "tg", opens: MESSENGER_OPENS },

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/entities/hit.d.ts

@@ -1,7 +1,7 @@
 import * as v from "valibot";
-/** One result of `search all`: a message, a mail, a note, a calendar event or a meeting passage, best first. */
+/** One result of `search all`: a message, a mail, a note, a calendar event, a meeting passage, a deal or a lead. */
 export declare const hit: v.StrictObjectSchema<{
-    readonly kind: v.PicklistSchema<["message", "mail", "note", "document", "event", "meeting"], undefined>;
+    readonly kind: v.PicklistSchema<["message", "mail", "note", "document", "event", "meeting", "deal", "lead"], undefined>;
     readonly ref: v.SchemaWithPipe<readonly [v.StringSchema<undefined>, v.RegexAction<string, "a reference such as `note:42`">]>;
     readonly provider: v.StringSchema<undefined>;
     readonly url: v.OptionalSchema<v.StringSchema<undefined>, undefined>;

package/dist/entities/hit.js

@@ -1,9 +1,9 @@
 import * as v from "valibot";
 import { hitFile } from "./attachment.js";
 import { count, reference, text, time, untrusted } from "./fields.js";
-/** One result of `search all`: a message, a mail, a note, a calendar event or a meeting passage, best first. */
+/** One result of `search all`: a message, a mail, a note, a calendar event, a meeting passage, a deal or a lead. */
 export const hit = v.strictObject({
-    kind: v.picklist(["message", "mail", "note", "document", "event", "meeting"]),
+    kind: v.picklist(["message", "mail", "note", "document", "event", "meeting", "deal", "lead"]),
     ref: reference,
     provider: text,
     url: v.optional(text),

package/dist/entities/index.d.ts

@@ -4065,7 +4065,7 @@ export declare const ENTITIES: {
         readonly untrusted: v.OptionalSchema<v.ArraySchema<v.StringSchema<undefined>, undefined>, undefined>;
     }, undefined>;
     readonly hit: v.StrictObjectSchema<{
-        readonly kind: v.PicklistSchema<["message", "mail", "note", "document", "event", "meeting"], undefined>;
+        readonly kind: v.PicklistSchema<["message", "mail", "note", "document", "event", "meeting", "deal", "lead"], undefined>;
         readonly ref: v.SchemaWithPipe<readonly [v.StringSchema<undefined>, v.RegexAction<string, "a reference such as `note:42`">]>;
         readonly provider: v.StringSchema<undefined>;
         readonly url: v.OptionalSchema<v.StringSchema<undefined>, undefined>;

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";
@@ -12,7 +12,7 @@ export type * from "./domain/models.js";
 export { CURRENCY_SCALES, currencyOf, type Money, minorUnits, moneyLabel, moneyOf, } from "./domain/money.js";
 export { ORDER_PURPOSES, ORDER_STATUSES, type OrderPurpose, type OrderStatus, } from "./domain/orders.js";
 export { countedPoll } from "./domain/polls.js";
-export { FOLDER_PROVIDERS, isFolderProvider, isKind, KINDS, type Kind, kindIn, kindOf, PROVIDERS, type ProviderEntry, providerNamed, providers, UNKNOWN_PROVIDER, useProviders, } from "./domain/providers.js";
+export { CRM_OPENS, FOLDER_PROVIDERS, isFolderProvider, isKind, KINDS, type Kind, kindIn, kindOf, PROVIDERS, type ProviderEntry, providerNamed, providers, UNKNOWN_PROVIDER, useProviders, } from "./domain/providers.js";
 export type { RankingGraphEvidence, RankingGraphLink } from "./domain/rankings-graph.js";
 export type { RankingComponent, RankingInput, RankingMeasure, RankingOptions, RankingTarget, RankingWeights, ScorePreset, } from "./domain/rankings-options.js";
 export { rankingOptions } from "./domain/rankings-options.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";
@@ -9,7 +9,7 @@ export { parseMarkdownSpans } from "./domain/markdown-spans.js";
 export { CURRENCY_SCALES, currencyOf, minorUnits, moneyLabel, moneyOf, } from "./domain/money.js";
 export { ORDER_PURPOSES, ORDER_STATUSES, } from "./domain/orders.js";
 export { countedPoll } from "./domain/polls.js";
-export { FOLDER_PROVIDERS, isFolderProvider, isKind, KINDS, kindIn, kindOf, PROVIDERS, providerNamed, providers, UNKNOWN_PROVIDER, useProviders, } from "./domain/providers.js";
+export { CRM_OPENS, FOLDER_PROVIDERS, isFolderProvider, isKind, KINDS, kindIn, kindOf, PROVIDERS, providerNamed, providers, UNKNOWN_PROVIDER, useProviders, } from "./domain/providers.js";
 export { rankingOptions } from "./domain/rankings-options.js";
 export { envelopeOfJsonl, RECORD_ENTITY_TYPES, RECORD_OPERATIONS, RECORDS_ENVELOPE_SCHEMA, RECORDS_SCHEMA_VERSION, } from "./domain/records.js";
 export { canonicalReference, formatReference, looksLikeReference, parseReference, REF_KINDS, } from "./domain/references.js";

package/dist/search/account-list.js

@@ -203,6 +203,7 @@ const READS = {
     documents: "documents — search notes reads them",
     meetings: "meetings — search all reads them",
     events: "calendar events — no search reads them yet",
+    crm: "CRM deals and leads — search all reads them",
 };
 /**
  * The accounts of `kinds` the entries name, and each entry that names none of them with the reason. A search

package/dist/services/project-status/index.d.ts

@@ -60,7 +60,7 @@ export interface ProjectStatus {
     chats: StatusChatSummary[];
     /** Every signal's items, in signal order, then chat order. */
     items: StatusItem[];
-    /** Open amounts and what confirmed open invoices still owe, summed per direction and currency. */
+    /** What confirmed open invoices still owe, summed per direction and currency; never an amount found in words. */
     money: {
         open: MoneyTotal[];
     };

package/dist/services/project-status/index.js

@@ -53,23 +53,23 @@ const childrenOf = async (store, root, catalog) => {
 };
 const inAccounts = (accounts, provider, account) => accounts === undefined || accounts.some((one) => one.provider === provider && one.account === account);
 const failure = (error) => (error instanceof Error ? error.message : String(error));
-/**
- * An open ask, or a confirmed open invoice; an ask that a confirmed row cites is counted once, as the row. A proposed
- * row promises nothing yet, so the ask it cites still counts.
- */
-const counted = (items) => {
-    const confirmed = (item) => item.signal === "payments" && item.data.status === "confirmed";
-    const recorded = new Set(items.filter(confirmed).flatMap((item) => item.evidence.slice(1).map((one) => one.ref)));
-    return (item, state) => item.signal === "payments"
-        ? state === "expected" && confirmed(item)
-        : item.signal === "amounts" && state === "open" && !item.evidence.some((one) => recorded.has(one.ref));
+const owed = (item) => {
+    const data = item.data;
+    return item.signal === "payments" && data.state === "expected" && data.status === "confirmed";
+};
+const keepsBooks = async (store, projects) => {
+    for (const project of projects) {
+        const filter = { project, review: "confirmed", limit: 1 };
+        if ((await store.finance.invoices(filter)).length || (await store.finance.payments(filter)).length)
+            return true;
+    }
+    return false;
 };
 const totalsOf = (items) => {
     const totals = new Map();
-    const open = counted(items);
     for (const item of items) {
         const data = item.data;
-        if (!open(item, data.state) || data.amount === undefined)
+        if (!owed(item) || data.amount === undefined)
             continue;
         const key = `${data.direction}|${data.currency ?? ""}`;
         const total = totals.get(key) ?? {
@@ -157,6 +157,7 @@ export const projectStatus = async (store, input) => {
         chats,
         project: { ...root, children, cut },
         store,
+        books: await keepsBooks(store, [root.ref, ...children.map((child) => child.ref)]),
         contextQueries: input.contextQueries ?? [],
     };
     const items = [];

package/dist/services/project-status/signals/amounts.d.ts

@@ -16,5 +16,6 @@ export declare const centsText: (cents: number) => string;
 /**
  * Every message with an amount and a money word, folded by amount and currency per chat: the first ask is `since`, a
  * later "paid" message naming the same amount makes it `paid-mentioned`. Instalments are not summed into a total.
+ * Nothing when the project keeps books: a word match also finds the owner's quotes and prices, which owe nothing.
  */
 export declare const amounts: StatusSignal<AmountsData>;

package/dist/services/project-status/signals/amounts.js

@@ -47,13 +47,14 @@ export const centsText = (cents) => `${Math.floor(cents / 100)}.${String(cents %
 /**
  * Every message with an amount and a money word, folded by amount and currency per chat: the first ask is `since`, a
  * later "paid" message naming the same amount makes it `paid-mentioned`. Instalments are not summed into a total.
+ * Nothing when the project keeps books: a word match also finds the owner's quotes and prices, which owe nothing.
  */
 export const amounts = {
     id: "amounts",
-    version: 1,
+    version: 2,
     scope: "chat",
-    read: async (_context, chat) => {
-        if (!chat)
+    read: async (context, chat) => {
+        if (!chat || context.books)
             return [];
         const groups = new Map();
         for (const row of rowsOf(chat)) {

package/dist/services/project-status/types.d.ts

@@ -43,6 +43,8 @@ export interface StatusContext {
     };
     /** Read only: facts, tasks, chats. */
     store: MessageStore;
+    /** The project or a child has a confirmed invoice or payment: money is then read from those rows, never from words. */
+    books: boolean;
     /** `--context-query` texts: every word of one must appear in one message. */
     contextQueries: string[];
 }

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/services/search-all-meetings.d.ts

@@ -3,7 +3,7 @@ import type { AccountKey, MessageStore } from "../store/store.js";
 import type { SearchFound, SearchQuery } from "./messages.js";
 import type { MeaningLane } from "./messages-discovery.js";
 import { type SearchAllFound, type SearchAllItem, type SearchAllMessenger, type SearchAllRequest, type Skipped } from "./search-all.js";
-export declare const RESOURCES_SEARCHED_WITH_MEETINGS: readonly ["messages", "mail", "notes", "events", "meetings"];
+export declare const RESOURCES_SEARCHED_WITH_MEETINGS: readonly ["messages", "mail", "notes", "events", "crm", "meetings"];
 export type ResourceWithMeetings = (typeof RESOURCES_SEARCHED_WITH_MEETINGS)[number];
 export interface MeetingSearchItem {
     kind: "meeting";

package/dist/services/search-all-meetings.js

@@ -274,6 +274,7 @@ const searchAllOfSource = async (store, account, source, request, messenger, sea
             mail: named("mail"),
             notes: named("notes"),
             events: named("events"),
+            crm: named("crm"),
         },
         ...(meetings[0] ? { meetingAccount: meetings[0] } : {}),
     }, messenger, searchMessages, meaning);

package/dist/services/search-all.d.ts

@@ -7,11 +7,11 @@ import type { SearchFound, SearchQuery } from "./messages.js";
 import { type MeaningLane, type MeaningSkipped } from "./messages-discovery.js";
 import type { SearchCoverage } from "./messages-search.js";
 import type { Backend, ServerOptions, ServerSearched } from "./server-search.js";
-export declare const RESOURCES_SEARCHED: readonly ["messages", "mail", "notes", "events"];
+export declare const RESOURCES_SEARCHED: readonly ["messages", "mail", "notes", "events", "crm"];
 export type SearchedResource = (typeof RESOURCES_SEARCHED)[number];
 export interface SearchAllItem {
-    kind: "message" | "mail" | "note" | "document" | "event";
-    /** `msg:…` for a message or a mail, `note:…` for a note, `event:…` for a calendar event. */
+    kind: "message" | "mail" | "note" | "document" | "event" | "deal" | "lead";
+    /** `msg:…` for a message or a mail, `note:…` for a note, `event:…` for a calendar event, `deal:…`, `lead:…`. */
     ref: string;
     provider: string;
     /** The account it was found in; a note's folder id, or `internal` for a note written in memo. */
@@ -97,7 +97,7 @@ export interface SearchAllRequest {
     only?: readonly SearchedResource[];
     exact?: boolean;
     timezone?: string;
-    /** For messages only; mail, notes and events are always the local store's. */
+    /** For messages only; mail, notes, events and CRM copies are always the local store's. */
     backend?: Backend;
     server?: ServerOptions;
     env?: NodeJS.ProcessEnv;
@@ -113,7 +113,17 @@ export type SearchAllMessenger = Partial<Pick<MessengerTraits, "savedChatId" | "
     hintCommand?: string | null;
 };
 /**
- * `search all`: messages, mail, notes and calendar events from the local store — messages also from the messenger's
+ * What a deal or a lead is found by: words or phrases of its title, all of them, or any with OR. Anything else is
+ * refused, so `search all` skips deals with the reason instead of matching a field they do not have.
+ */
+export declare const titleWords: (text: string) => {
+    words: string[];
+    anyWord: boolean;
+};
+/** The accounts of every CRM the store holds copies of. */
+export declare const crmAccounts: (store: MessageStore) => Promise<AccountKey[]>;
+/**
+ * `search all`: messages, mail, notes, calendar events and CRM deals and leads from the local store — messages also from the messenger's
  * server, as `search messages` asks it — each list best first, merged by reciprocal rank so no
  * resource's own scores have to be compared with another's. Events are read only when the store holds a calendar.
  */

package/dist/services/search-all.js

@@ -6,14 +6,14 @@ import { senderIsMe } from "../domain/models.js";
 import { INTERNAL_NOTES, kindIn } from "../domain/providers.js";
 import { runEmbedders } from "../embeddings/embed.js";
 import { DEFAULT_TEXT_MODEL } from "../embeddings/models.js";
-import { MESSAGE_PARSING } from "../search/lucene/types.js";
+import { MESSAGE_PARSING, SEARCH_QUERY } from "../search/lucene/types.js";
 import { planQuestion, questionLookup } from "../search/question-plan.js";
 import { calendarAccounts, searchEvents } from "./events-search.js";
 import { excerpt } from "./excerpt.js";
 import { MAX_SEARCH_OFFSET, searchStore } from "./messages-archive-search.js";
 import { nearEligible } from "./messages-discovery.js";
 import { notesScopeOf, RRF_K, searchNotes } from "./notes-search.js";
-export const RESOURCES_SEARCHED = ["messages", "mail", "notes", "events"];
+export const RESOURCES_SEARCHED = ["messages", "mail", "notes", "events", "crm"];
 /** A query a resource cannot answer is skipped with its reason, never a failure of the whole search. */
 const skippable = (error) => error instanceof CliError && (error.code === "validation_error" || error.code === "not_found");
 /**
@@ -31,7 +31,26 @@ const filtersBeside = (text) => {
         : undefined;
 };
 /**
- * `search all`: messages, mail, notes and calendar events from the local store — messages also from the messenger's
+ * What a deal or a lead is found by: words or phrases of its title, all of them, or any with OR. Anything else is
+ * refused, so `search all` skips deals with the reason instead of matching a field they do not have.
+ */
+export const titleWords = (text) => {
+    const { root } = parseLucene(text, SEARCH_QUERY);
+    const clauses = root.kind === "boolean" ? root.clauses : [{ node: root, occur: "must" }];
+    const words = clauses.map(({ node, occur }) => occur !== "must_not" &&
+        node.kind === "predicate" &&
+        node.field === "text" &&
+        (node.operator === "term" || node.operator === "phrase")
+        ? node.value
+        : (() => {
+            throw new CliError("validation_error", "deals and leads are found by the words of their title only");
+        })());
+    return { words, anyWord: clauses.length > 1 && clauses.every(({ occur }) => occur === "should") };
+};
+/** The accounts of every CRM the store holds copies of. */
+export const crmAccounts = async (store) => (await store.accounts.accounts()).filter(({ provider }) => kindIn(provider) === "crm");
+/**
+ * `search all`: messages, mail, notes, calendar events and CRM deals and leads from the local store — messages also from the messenger's
  * server, as `search messages` asks it — each list best first, merged by reciprocal rank so no
  * resource's own scores have to be compared with another's. Events are read only when the store holds a calendar.
  */
@@ -232,6 +251,30 @@ export const searchAll = async (store, account, request, messenger = {}, searchM
                     })));
                     accounts.push(...read.map(({ provider, account }) => ({ resource, provider, account })));
                 }
+                else if (resource === "crm") {
+                    const { words, anyWord } = titleWords(request.text);
+                    const chosen = request.scope?.crm;
+                    const found = await store.deals.find({
+                        words,
+                        anyWord: anyWord || discover,
+                        limit: Math.min(window + 1, 500),
+                        ...(chosen === undefined ? {} : { accounts: chosen }),
+                    });
+                    hasMore ||= found.length > window;
+                    lists.push(found.slice(0, window).map((deal) => ({
+                        kind: deal.kind,
+                        ref: deal.ref,
+                        provider: deal.account?.provider ?? "crm",
+                        account: deal.account?.account ?? INTERNAL_NOTES,
+                        title: deal.title,
+                        timestamp: deal.updatedAt,
+                        text: deal.summary,
+                        foundBy: ["title"],
+                    })));
+                    const read = chosen ?? [...(await crmAccounts(store)), { provider: "crm", account: INTERNAL_NOTES }];
+                    for (const { provider, account } of read)
+                        accounts.push({ resource, provider, account });
+                }
                 else
                     lists.push(await messagesOf(resource));
                 searched.push(resource);

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";