@wirecat/cli-core 0.587.0 → 0.589.0

package/dist/store/sqlite/schema.js

@@ -1535,14 +1535,22 @@ export const orders = sqliteTable("orders", {
     index("orders_by_author_type_author_id").on(table.authorType, table.authorId),
     index("orders_by_confirmed_by_type_confirmed_by_id").on(table.confirmedByType, table.confirmedById),
 ]);
-/** A sales pipeline of the owner's: the stages a deal goes through, in order. */
+/** A sales pipeline: the stages a deal or a lead goes through, in order; the owner's own or a CRM account's. */
 export const pipelines = sqliteTable("pipelines", {
     id: integer("id").primaryKey(),
+    accountId: integer("account_id").references(() => accounts.id),
+    externalId: text("external_id"),
+    kind: text("kind").notNull().default("deal"),
     name: text("name").notNull(),
-    nameFolded: text("name_folded").notNull().unique(),
+    nameFolded: text("name_folded").notNull(),
     createdAt: integer("created_at").notNull(),
     updatedAt: integer("updated_at").notNull(),
-});
+}, (table) => [
+    uniqueIndex("pipelines_by_account_id_external_id")
+        .on(table.accountId, table.externalId)
+        .where(sql `account_id IS NOT NULL AND external_id IS NOT NULL`),
+    uniqueIndex("pipelines_by_name_folded_kind").on(table.nameFolded, table.kind).where(sql `account_id IS NULL`),
+]);
 export const pipelineStages = sqliteTable("pipeline_stages", {
     id: integer("id").primaryKey(),
     pipelineId: integer("pipeline_id")
@@ -1551,11 +1559,19 @@ export const pipelineStages = sqliteTable("pipeline_stages", {
     name: text("name").notNull(),
     nameFolded: text("name_folded").notNull(),
     position: integer("position").notNull(),
+    outcome: text("outcome").notNull().default("open"),
+    externalId: text("external_id"),
     createdAt: integer("created_at").notNull(),
     updatedAt: integer("updated_at").notNull(),
-}, (table) => [unique().on(table.pipelineId, table.nameFolded), unique().on(table.pipelineId, table.position)]);
+}, (table) => [
+    unique().on(table.pipelineId, table.nameFolded),
+    uniqueIndex("pipeline_stages_by_pipeline_id_external_id")
+        .on(table.pipelineId, table.externalId)
+        .where(sql `external_id IS NOT NULL`),
+    index("pipeline_stages_by_pipeline_id_position").on(table.pipelineId, table.position),
+]);
 /** A deal: what the owner hopes to sell, where it stands in its pipeline, and whether it ended. */
-export const opportunities = sqliteTable("opportunities", {
+export const deals = sqliteTable("deals", {
     id: integer("id").primaryKey(),
     title: text("title").notNull(),
     organizationId: integer("organization_id").references(() => organizations.id),
@@ -1565,27 +1581,83 @@ export const opportunities = sqliteTable("opportunities", {
         .references(() => pipelineStages.id),
     status: text("status").notNull(),
     currency: text("currency"),
-    /** Minor units of `currency`. */
     amount: integer("amount"),
     closeDate: text("close_date"),
     closedDate: text("closed_date"),
-    review: text("review").notNull(),
+    rank: real("rank"),
+    accountId: integer("account_id").references(() => accounts.id),
+    externalId: text("external_id"),
+    authorType: text("author_type").notNull(),
+    authorId: integer("author_id").notNull(),
+    model: text("model"),
+    source: text("source").notNull(),
+    metadata: text("metadata"),
+    createdAt: integer("created_at").notNull(),
+    updatedAt: integer("updated_at").notNull(),
+    deletedAt: integer("deleted_at"),
+}, (table) => [
+    uniqueIndex("deals_by_account_id_external_id")
+        .on(table.accountId, table.externalId)
+        .where(sql `account_id IS NOT NULL AND external_id IS NOT NULL`),
+    index("deals_by_organization_id").on(table.organizationId),
+    index("deals_by_project_id").on(table.projectId),
+    index("deals_by_stage_id").on(table.stageId),
+    index("deals_by_author_type_author_id").on(table.authorType, table.authorId),
+]);
+/** A lead: a first contact not yet a deal, in a lead pipeline; `deal_id` is the deal it became. */
+export const leads = sqliteTable("leads", {
+    id: integer("id").primaryKey(),
+    title: text("title").notNull(),
+    organizationId: integer("organization_id").references(() => organizations.id),
+    projectId: integer("project_id").references(() => projects.id),
+    stageId: integer("stage_id")
+        .notNull()
+        .references(() => pipelineStages.id),
+    status: text("status").notNull(),
+    currency: text("currency"),
+    amount: integer("amount"),
+    closeDate: text("close_date"),
+    closedDate: text("closed_date"),
+    rank: real("rank"),
+    dealId: integer("deal_id").references(() => deals.id),
+    accountId: integer("account_id").references(() => accounts.id),
+    externalId: text("external_id"),
     authorType: text("author_type").notNull(),
     authorId: integer("author_id").notNull(),
     model: text("model"),
-    confirmedByType: text("confirmed_by_type"),
-    confirmedById: integer("confirmed_by_id"),
     source: text("source").notNull(),
     metadata: text("metadata"),
     createdAt: integer("created_at").notNull(),
     updatedAt: integer("updated_at").notNull(),
     deletedAt: integer("deleted_at"),
 }, (table) => [
-    index("opportunities_by_organization_id").on(table.organizationId),
-    index("opportunities_by_project_id").on(table.projectId),
-    index("opportunities_by_stage_id").on(table.stageId),
-    index("opportunities_by_author_type_author_id").on(table.authorType, table.authorId),
-    index("opportunities_by_confirmed_by_type_confirmed_by_id").on(table.confirmedByType, table.confirmedById),
+    uniqueIndex("leads_by_account_id_external_id")
+        .on(table.accountId, table.externalId)
+        .where(sql `account_id IS NOT NULL AND external_id IS NOT NULL`),
+    index("leads_by_organization_id").on(table.organizationId),
+    index("leads_by_project_id").on(table.projectId),
+    index("leads_by_stage_id").on(table.stageId),
+    index("leads_by_deal_id").on(table.dealId),
+    index("leads_by_author_type_author_id").on(table.authorType, table.authorId),
+]);
+/** Each stage a deal or a lead entered and when, written by triggers, so conversion between stages can be counted. */
+export const pipelineStageChanges = sqliteTable("pipeline_stage_changes", {
+    id: integer("id").primaryKey(),
+    itemType: text("item_type").notNull(),
+    itemId: integer("item_id").notNull(),
+    pipelineId: integer("pipeline_id")
+        .notNull()
+        .references(() => pipelines.id),
+    fromStageId: integer("from_stage_id").references(() => pipelineStages.id),
+    toStageId: integer("to_stage_id")
+        .notNull()
+        .references(() => pipelineStages.id),
+    changedAt: integer("changed_at").notNull(),
+}, (table) => [
+    index("pipeline_stage_changes_by_item_type_item_id").on(table.itemType, table.itemId),
+    index("pipeline_stage_changes_by_pipeline_id").on(table.pipelineId),
+    index("pipeline_stage_changes_by_from_stage_id").on(table.fromStageId),
+    index("pipeline_stage_changes_by_to_stage_id").on(table.toStageId),
 ]);
 /** What a source said about one of its records, as it said it: the layer under the entity an import makes. */
 export const records = sqliteTable("records", {

package/dist/store/sqlite/things.js

@@ -21,6 +21,8 @@ const REFERABLE = {
     payment: { tombstone: true },
     order: { tombstone: true },
     deal: { tombstone: true },
+    lead: { tombstone: true },
+    pipeline: { tombstone: false },
     message: { tombstone: true },
     email: { tombstone: true },
     email_thread: { tombstone: true },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@wirecat/cli-core",
-  "version": "0.587.0",
+  "version": "0.589.0",
   "description": "The messenger-neutral half of a messaging CLI: domain model, message locators, rendering, name resolution, the SQLite seam, the command skeleton and shared read commands, the send guard, run records and the message store",
   "license": "Apache-2.0",
   "author": "Viacheslav Ptsarev",

package/dist/services/proposals/kinds/deals.d.ts

@@ -1,4 +0,0 @@
-import type { MessageStore } from "../../../store/index.js";
-import type { ProposalKind } from "../types.js";
-/** An agent's deal, by its own ref (`deal:12`) as orders are; only the owner decides it. */
-export declare const dealKind: (store: Pick<MessageStore, "deals">) => ProposalKind;

package/dist/services/proposals/kinds/deals.js

@@ -1,32 +0,0 @@
-import { kept, proposerOfAuthor, pushed } from "./shared.js";
-const rowOf = (deal) => ({
-    id: deal.ref,
-    kind: "deal",
-    status: deal.review,
-    project: deal.project,
-    subject: deal.ref,
-    object: deal.organization?.ref ?? null,
-    summary: `Deal ${deal.summary}`,
-    proposedBy: proposerOfAuthor(deal.author),
-    reason: deal.reason,
-    evidence: [],
-    score: null,
-    signals: null,
-    parts: null,
-    createdAt: deal.createdAt,
-});
-/** An agent's deal, by its own ref (`deal:12`) as orders are; only the owner decides it. */
-export const dealKind = (store) => ({
-    kind: "deal",
-    prefix: "deal",
-    list: async (filter) => {
-        const status = filter.status ?? "proposed";
-        const deals = await store.deals.list({ ...pushed(filter), ...(status === "all" ? {} : { review: status }) });
-        return kept(deals.map(rowOf), filter);
-    },
-    get: async (id) => rowOf(await store.deals.get(id)),
-    decide: async (id, { confirm, by, reason }) => {
-        const deal = confirm ? await store.deals.confirm(id, by, reason) : await store.deals.reject(id, by, reason);
-        return { id, kind: "deal", status: confirm ? "confirmed" : "rejected", made: confirm ? [deal.ref] : [] };
-    },
-});