@wirecat/cli-core 0.587.0 → 0.589.0

package/dist/store/sqlite/knowledge.js

@@ -153,7 +153,9 @@ export const knowledgeStoreOver = (context) => {
             parsed.type === "invoice" ||
             parsed.type === "payment" ||
             parsed.type === "order" ||
-            parsed.type === "deal")
+            parsed.type === "deal" ||
+            parsed.type === "lead" ||
+            parsed.type === "pipeline")
             return undefined;
         return { type: parsed.type, id: parsed.id };
     };

package/dist/store/sqlite/migrations.generated.js

@@ -988,22 +988,50 @@ export const GENERATED = [
     {
         "name": "20261106010504_version-52-deals",
         "statements": [
-            "CREATE TABLE `opportunities` (\n\t`id` integer PRIMARY KEY,\n\t`title` text NOT NULL,\n\t`organization_id` integer,\n\t`project_id` integer,\n\t`stage_id` integer NOT NULL,\n\t`status` text NOT NULL,\n\t`currency` text,\n\t`amount` integer,\n\t`close_date` text,\n\t`closed_date` text,\n\t`review` text NOT NULL,\n\t`author_type` text NOT NULL,\n\t`author_id` integer NOT NULL,\n\t`model` text,\n\t`confirmed_by_type` text,\n\t`confirmed_by_id` integer,\n\t`source` text NOT NULL,\n\t`metadata` text,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\t`deleted_at` integer,\n\tCONSTRAINT `fk_opportunities_organization_id_organizations_id_fk` FOREIGN KEY (`organization_id`) REFERENCES `organizations`(`id`),\n\tCONSTRAINT `fk_opportunities_project_id_projects_id_fk` FOREIGN KEY (`project_id`) REFERENCES `projects`(`id`),\n\tCONSTRAINT `fk_opportunities_stage_id_pipeline_stages_id_fk` FOREIGN KEY (`stage_id`) REFERENCES `pipeline_stages`(`id`)\n);",
-            "CREATE TABLE `pipeline_stages` (\n\t`id` integer PRIMARY KEY,\n\t`pipeline_id` integer NOT NULL,\n\t`name` text NOT NULL,\n\t`name_folded` text NOT NULL,\n\t`position` integer NOT NULL,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\tCONSTRAINT `fk_pipeline_stages_pipeline_id_pipelines_id_fk` FOREIGN KEY (`pipeline_id`) REFERENCES `pipelines`(`id`),\n\tCONSTRAINT `pipeline_stages_pipeline_id_name_folded_unique` UNIQUE(`pipeline_id`,`name_folded`),\n\tCONSTRAINT `pipeline_stages_pipeline_id_position_unique` UNIQUE(`pipeline_id`,`position`)\n);",
-            "CREATE TABLE `pipelines` (\n\t`id` integer PRIMARY KEY,\n\t`name` text NOT NULL,\n\t`name_folded` text NOT NULL UNIQUE,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL\n);",
-            "CREATE INDEX `opportunities_by_organization_id` ON `opportunities` (`organization_id`);",
-            "CREATE INDEX `opportunities_by_project_id` ON `opportunities` (`project_id`);",
-            "CREATE INDEX `opportunities_by_stage_id` ON `opportunities` (`stage_id`);",
-            "CREATE INDEX `opportunities_by_author_type_author_id` ON `opportunities` (`author_type`,`author_id`);",
-            "CREATE INDEX `opportunities_by_confirmed_by_type_confirmed_by_id` ON `opportunities` (`confirmed_by_type`,`confirmed_by_id`);"
+            "CREATE TABLE `deals` (\n\t`id` integer PRIMARY KEY,\n\t`title` text NOT NULL,\n\t`organization_id` integer,\n\t`project_id` integer,\n\t`stage_id` integer NOT NULL,\n\t`status` text NOT NULL,\n\t`currency` text,\n\t`amount` integer,\n\t`close_date` text,\n\t`closed_date` text,\n\t`rank` real,\n\t`account_id` integer,\n\t`external_id` text,\n\t`author_type` text NOT NULL,\n\t`author_id` integer NOT NULL,\n\t`model` text,\n\t`source` text NOT NULL,\n\t`metadata` text,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\t`deleted_at` integer,\n\tCONSTRAINT `fk_deals_organization_id_organizations_id_fk` FOREIGN KEY (`organization_id`) REFERENCES `organizations`(`id`),\n\tCONSTRAINT `fk_deals_project_id_projects_id_fk` FOREIGN KEY (`project_id`) REFERENCES `projects`(`id`),\n\tCONSTRAINT `fk_deals_stage_id_pipeline_stages_id_fk` FOREIGN KEY (`stage_id`) REFERENCES `pipeline_stages`(`id`),\n\tCONSTRAINT `fk_deals_account_id_accounts_id_fk` FOREIGN KEY (`account_id`) REFERENCES `accounts`(`id`)\n);",
+            "CREATE TABLE `leads` (\n\t`id` integer PRIMARY KEY,\n\t`title` text NOT NULL,\n\t`organization_id` integer,\n\t`project_id` integer,\n\t`stage_id` integer NOT NULL,\n\t`status` text NOT NULL,\n\t`currency` text,\n\t`amount` integer,\n\t`close_date` text,\n\t`closed_date` text,\n\t`rank` real,\n\t`deal_id` integer,\n\t`account_id` integer,\n\t`external_id` text,\n\t`author_type` text NOT NULL,\n\t`author_id` integer NOT NULL,\n\t`model` text,\n\t`source` text NOT NULL,\n\t`metadata` text,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\t`deleted_at` integer,\n\tCONSTRAINT `fk_leads_organization_id_organizations_id_fk` FOREIGN KEY (`organization_id`) REFERENCES `organizations`(`id`),\n\tCONSTRAINT `fk_leads_project_id_projects_id_fk` FOREIGN KEY (`project_id`) REFERENCES `projects`(`id`),\n\tCONSTRAINT `fk_leads_stage_id_pipeline_stages_id_fk` FOREIGN KEY (`stage_id`) REFERENCES `pipeline_stages`(`id`),\n\tCONSTRAINT `fk_leads_deal_id_deals_id_fk` FOREIGN KEY (`deal_id`) REFERENCES `deals`(`id`),\n\tCONSTRAINT `fk_leads_account_id_accounts_id_fk` FOREIGN KEY (`account_id`) REFERENCES `accounts`(`id`)\n);",
+            "CREATE TABLE `pipeline_stage_changes` (\n\t`id` integer PRIMARY KEY,\n\t`item_type` text NOT NULL,\n\t`item_id` integer NOT NULL,\n\t`pipeline_id` integer NOT NULL,\n\t`from_stage_id` integer,\n\t`to_stage_id` integer NOT NULL,\n\t`changed_at` integer NOT NULL,\n\tCONSTRAINT `fk_pipeline_stage_changes_pipeline_id_pipelines_id_fk` FOREIGN KEY (`pipeline_id`) REFERENCES `pipelines`(`id`),\n\tCONSTRAINT `fk_pipeline_stage_changes_from_stage_id_pipeline_stages_id_fk` FOREIGN KEY (`from_stage_id`) REFERENCES `pipeline_stages`(`id`),\n\tCONSTRAINT `fk_pipeline_stage_changes_to_stage_id_pipeline_stages_id_fk` FOREIGN KEY (`to_stage_id`) REFERENCES `pipeline_stages`(`id`)\n);",
+            "CREATE TABLE `pipeline_stages` (\n\t`id` integer PRIMARY KEY,\n\t`pipeline_id` integer NOT NULL,\n\t`name` text NOT NULL,\n\t`name_folded` text NOT NULL,\n\t`position` integer NOT NULL,\n\t`outcome` text DEFAULT 'open' NOT NULL,\n\t`external_id` text,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\tCONSTRAINT `fk_pipeline_stages_pipeline_id_pipelines_id_fk` FOREIGN KEY (`pipeline_id`) REFERENCES `pipelines`(`id`),\n\tCONSTRAINT `pipeline_stages_pipeline_id_name_folded_unique` UNIQUE(`pipeline_id`,`name_folded`)\n);",
+            "CREATE TABLE `pipelines` (\n\t`id` integer PRIMARY KEY,\n\t`account_id` integer,\n\t`external_id` text,\n\t`kind` text DEFAULT 'deal' NOT NULL,\n\t`name` text NOT NULL,\n\t`name_folded` text NOT NULL,\n\t`created_at` integer NOT NULL,\n\t`updated_at` integer NOT NULL,\n\tCONSTRAINT `fk_pipelines_account_id_accounts_id_fk` FOREIGN KEY (`account_id`) REFERENCES `accounts`(`id`)\n);",
+            "CREATE UNIQUE INDEX `deals_by_account_id_external_id` ON `deals` (`account_id`,`external_id`) WHERE account_id IS NOT NULL AND external_id IS NOT NULL;",
+            "CREATE INDEX `deals_by_organization_id` ON `deals` (`organization_id`);",
+            "CREATE INDEX `deals_by_project_id` ON `deals` (`project_id`);",
+            "CREATE INDEX `deals_by_stage_id` ON `deals` (`stage_id`);",
+            "CREATE INDEX `deals_by_author_type_author_id` ON `deals` (`author_type`,`author_id`);",
+            "CREATE UNIQUE INDEX `leads_by_account_id_external_id` ON `leads` (`account_id`,`external_id`) WHERE account_id IS NOT NULL AND external_id IS NOT NULL;",
+            "CREATE INDEX `leads_by_organization_id` ON `leads` (`organization_id`);",
+            "CREATE INDEX `leads_by_project_id` ON `leads` (`project_id`);",
+            "CREATE INDEX `leads_by_stage_id` ON `leads` (`stage_id`);",
+            "CREATE INDEX `leads_by_deal_id` ON `leads` (`deal_id`);",
+            "CREATE INDEX `leads_by_author_type_author_id` ON `leads` (`author_type`,`author_id`);",
+            "CREATE INDEX `pipeline_stage_changes_by_item_type_item_id` ON `pipeline_stage_changes` (`item_type`,`item_id`);",
+            "CREATE INDEX `pipeline_stage_changes_by_pipeline_id` ON `pipeline_stage_changes` (`pipeline_id`);",
+            "CREATE INDEX `pipeline_stage_changes_by_from_stage_id` ON `pipeline_stage_changes` (`from_stage_id`);",
+            "CREATE INDEX `pipeline_stage_changes_by_to_stage_id` ON `pipeline_stage_changes` (`to_stage_id`);",
+            "CREATE UNIQUE INDEX `pipeline_stages_by_pipeline_id_external_id` ON `pipeline_stages` (`pipeline_id`,`external_id`) WHERE external_id IS NOT NULL;",
+            "CREATE INDEX `pipeline_stages_by_pipeline_id_position` ON `pipeline_stages` (`pipeline_id`,`position`);",
+            "CREATE UNIQUE INDEX `pipelines_by_account_id_external_id` ON `pipelines` (`account_id`,`external_id`) WHERE account_id IS NOT NULL AND external_id IS NOT NULL;",
+            "CREATE UNIQUE INDEX `pipelines_by_name_folded_kind` ON `pipelines` (`name_folded`,`kind`) WHERE account_id IS NULL;"
         ]
     },
     {
         "name": "20261106010507_version-52-deals-rules",
         "statements": [
-            "-- The store's code checks these first and says why; the triggers keep a stray write from another build or a hand\n-- edit from storing a deal with an unknown status, or an amount without its currency.\nCREATE TRIGGER opportunities_valid_bi BEFORE INSERT ON opportunities\n  WHEN new.status NOT IN ('open', 'won', 'lost')\n    OR new.review NOT IN ('proposed', 'confirmed', 'rejected')\n    OR (new.amount IS NULL) <> (new.currency IS NULL) OR new.amount < 0 BEGIN\n  SELECT RAISE(ABORT, 'opportunities: a known status and review, an amount with its currency');\nEND;",
-            "CREATE TRIGGER opportunities_valid_bu BEFORE UPDATE ON opportunities\n  WHEN new.status NOT IN ('open', 'won', 'lost')\n    OR new.review NOT IN ('proposed', 'confirmed', 'rejected')\n    OR (new.amount IS NULL) <> (new.currency IS NULL) OR new.amount < 0 BEGIN\n  SELECT RAISE(ABORT, 'opportunities: a known status and review, an amount with its currency');\nEND;",
-            "-- A deal moves between the stages of its own pipeline only.\nCREATE TRIGGER opportunities_same_pipeline_bu BEFORE UPDATE OF stage_id ON opportunities\n  WHEN (SELECT pipeline_id FROM pipeline_stages WHERE id = new.stage_id)\n    <> (SELECT pipeline_id FROM pipeline_stages WHERE id = old.stage_id) BEGIN\n  SELECT RAISE(ABORT, 'opportunities: a deal moves within its own pipeline');\nEND;"
+            "-- The store's code checks these first and says why; the triggers keep a stray write from another build, a sync or a\n-- hand edit from storing a row the store's code would refuse.\nCREATE TRIGGER pipelines_valid_bi BEFORE INSERT ON pipelines WHEN new.kind NOT IN ('deal', 'lead') BEGIN\n  SELECT RAISE(ABORT, 'pipelines: kind is deal or lead');\nEND;",
+            "CREATE TRIGGER pipelines_valid_bu BEFORE UPDATE ON pipelines WHEN new.kind NOT IN ('deal', 'lead') BEGIN\n  SELECT RAISE(ABORT, 'pipelines: kind is deal or lead');\nEND;",
+            "CREATE TRIGGER pipelines_kind_bu BEFORE UPDATE OF kind ON pipelines\n  WHEN new.kind <> old.kind AND EXISTS (SELECT 1 FROM pipeline_stages s WHERE s.pipeline_id = new.id\n    AND (EXISTS (SELECT 1 FROM deals d WHERE d.stage_id = s.id) OR EXISTS (SELECT 1 FROM leads l WHERE l.stage_id = s.id))) BEGIN\n  SELECT RAISE(ABORT, 'pipelines: the kind of a pipeline that holds deals or leads stays');\nEND;",
+            "CREATE TRIGGER pipeline_stages_valid_bi BEFORE INSERT ON pipeline_stages\n  WHEN new.outcome NOT IN ('open', 'won', 'lost') BEGIN\n  SELECT RAISE(ABORT, 'pipeline_stages: outcome is open, won or lost');\nEND;",
+            "CREATE TRIGGER pipeline_stages_valid_bu BEFORE UPDATE ON pipeline_stages\n  WHEN new.outcome NOT IN ('open', 'won', 'lost') BEGIN\n  SELECT RAISE(ABORT, 'pipeline_stages: outcome is open, won or lost');\nEND;",
+            "CREATE TRIGGER deals_valid_bi BEFORE INSERT ON deals\n  WHEN new.status NOT IN ('open', 'won', 'lost')\n    OR (new.amount IS NULL) <> (new.currency IS NULL) OR new.amount < 0\n    OR (SELECT p.kind FROM pipeline_stages s JOIN pipelines p ON p.id = s.pipeline_id WHERE s.id = new.stage_id) IS NOT 'deal' BEGIN\n  SELECT RAISE(ABORT, 'deals: a known status, an amount with its currency, and a stage of a deal pipeline');\nEND;",
+            "CREATE TRIGGER deals_valid_bu BEFORE UPDATE ON deals\n  WHEN new.status NOT IN ('open', 'won', 'lost')\n    OR (new.amount IS NULL) <> (new.currency IS NULL) OR new.amount < 0\n    OR (SELECT p.kind FROM pipeline_stages s JOIN pipelines p ON p.id = s.pipeline_id WHERE s.id = new.stage_id) IS NOT 'deal' BEGIN\n  SELECT RAISE(ABORT, 'deals: a known status, an amount with its currency, and a stage of a deal pipeline');\nEND;",
+            "-- Every stage a row enters, with the time its writer gave, is what conversion between stages is counted from.\nCREATE TRIGGER deals_stage_ai AFTER INSERT ON deals BEGIN\n  INSERT INTO pipeline_stage_changes (item_type, item_id, pipeline_id, from_stage_id, to_stage_id, changed_at)\n  SELECT 'deal', new.id, s.pipeline_id, NULL, new.stage_id, new.created_at FROM pipeline_stages s WHERE s.id = new.stage_id;\nEND;",
+            "CREATE TRIGGER deals_stage_au AFTER UPDATE OF stage_id ON deals WHEN new.stage_id IS NOT old.stage_id BEGIN\n  INSERT INTO pipeline_stage_changes (item_type, item_id, pipeline_id, from_stage_id, to_stage_id, changed_at)\n  SELECT 'deal', new.id, s.pipeline_id, old.stage_id, new.stage_id, new.updated_at FROM pipeline_stages s WHERE s.id = new.stage_id;\nEND;",
+            "CREATE TRIGGER leads_valid_bi BEFORE INSERT ON leads\n  WHEN new.status NOT IN ('open', 'won', 'lost')\n    OR (new.amount IS NULL) <> (new.currency IS NULL) OR new.amount < 0\n    OR (SELECT p.kind FROM pipeline_stages s JOIN pipelines p ON p.id = s.pipeline_id WHERE s.id = new.stage_id) IS NOT 'lead' BEGIN\n  SELECT RAISE(ABORT, 'leads: a known status, an amount with its currency, and a stage of a lead pipeline');\nEND;",
+            "CREATE TRIGGER leads_valid_bu BEFORE UPDATE ON leads\n  WHEN new.status NOT IN ('open', 'won', 'lost')\n    OR (new.amount IS NULL) <> (new.currency IS NULL) OR new.amount < 0\n    OR (SELECT p.kind FROM pipeline_stages s JOIN pipelines p ON p.id = s.pipeline_id WHERE s.id = new.stage_id) IS NOT 'lead' BEGIN\n  SELECT RAISE(ABORT, 'leads: a known status, an amount with its currency, and a stage of a lead pipeline');\nEND;",
+            "CREATE TRIGGER leads_stage_ai AFTER INSERT ON leads BEGIN\n  INSERT INTO pipeline_stage_changes (item_type, item_id, pipeline_id, from_stage_id, to_stage_id, changed_at)\n  SELECT 'lead', new.id, s.pipeline_id, NULL, new.stage_id, new.created_at FROM pipeline_stages s WHERE s.id = new.stage_id;\nEND;",
+            "CREATE TRIGGER leads_stage_au AFTER UPDATE OF stage_id ON leads WHEN new.stage_id IS NOT old.stage_id BEGIN\n  INSERT INTO pipeline_stage_changes (item_type, item_id, pipeline_id, from_stage_id, to_stage_id, changed_at)\n  SELECT 'lead', new.id, s.pipeline_id, old.stage_id, new.stage_id, new.updated_at FROM pipeline_stages s WHERE s.id = new.stage_id;\nEND;",
+            "-- The default lead pipeline, so a lead can be recorded before the owner or an agent makes one.\nINSERT INTO pipelines (kind, name, name_folded, created_at, updated_at)\n  VALUES ('lead', 'Leads', 'leads', CAST(strftime('%s', 'now') AS INTEGER) * 1000, CAST(strftime('%s', 'now') AS INTEGER) * 1000);",
+            "INSERT INTO pipeline_stages (pipeline_id, name, name_folded, position, outcome, created_at, updated_at)\n  SELECT p.id, v.name, v.name, v.position, v.outcome, p.created_at, p.created_at FROM pipelines p,\n    (SELECT 'new' AS name, 1 AS position, 'open' AS outcome UNION ALL SELECT 'contacted', 2, 'open'\n      UNION ALL SELECT 'qualified', 3, 'open' UNION ALL SELECT 'won', 4, 'won' UNION ALL SELECT 'lost', 5, 'lost') v\n  WHERE p.kind = 'lead' AND p.name_folded = 'leads' AND p.account_id IS NULL;"
         ]
     }
 ];

package/dist/store/sqlite/ref-summaries.js

@@ -35,6 +35,13 @@ const byId = (kind, table, columns) => ({
     kind,
     sql: (body) => `${select(columns(body))} FROM w JOIN ${table} x ON x.id = w.k1`,
 });
+const crmColumns = () => ({
+    title: "json_object('id', x.id, 'title', x.title, 'stage', (SELECT name FROM pipeline_stages WHERE id = x.stage_id), " +
+        "'amount', x.amount, 'currency', x.currency, 'status', x.status)",
+    holder: "(SELECT name FROM projects WHERE id = x.project_id)",
+    at: "x.created_at",
+    deleted: "x.deleted_at",
+});
 const READERS = {
     message: {
         kind: "message",
@@ -208,13 +215,9 @@ const READERS = {
         at: "x.created_at",
         deleted: "x.deleted_at",
     })),
-    deal: byId("deal", "opportunities", () => ({
-        title: "json_object('id', x.id, 'title', x.title, 'stage', (SELECT name FROM pipeline_stages WHERE id = x.stage_id), " +
-            "'amount', x.amount, 'currency', x.currency, 'status', x.status, 'review', x.review)",
-        holder: "(SELECT name FROM projects WHERE id = x.project_id)",
-        at: "x.created_at",
-        deleted: "x.deleted_at",
-    })),
+    deal: byId("deal", "deals", crmColumns),
+    lead: byId("lead", "leads", crmColumns),
+    pipeline: byId("pipeline", "pipelines", () => ({ title: "x.name", at: "x.created_at" })),
 };
 /** Mail saved before the mail tables existed is still messages, so a miss there is read again as a message. */
 const FALLBACK = { email: "message", email_thread: "chat" };
@@ -323,6 +326,7 @@ const titleOf = (kind, reference, found) => {
         case "order":
             return fieldsOf(found.title, orderLine);
         case "deal":
+        case "lead":
             return fieldsOf(found.title, dealLine);
         case "folder":
             return reference.type === "folder" && reference.path !== null && found.title !== null