@wirecat/cli-core 0.588.0 → 0.590.0

package/CHANGELOG.md

@@ -7,6 +7,39 @@ shape of this file.
 
 ## Unreleased
 
+## 0.590.0 — 06.11.2026
+
+### Changed — may break callers
+
+- **Project status calls a word-found money request `asked`, not `open`.** The `amounts` signal (version 3) gives
+  `state: "asked"` where it gave `"open"`, and `attention` says `money asked`. A word match cannot tell a real request
+  from a price the owner quoted, and "open" read as a debt. `paid-mentioned` and `mentioned` are unchanged.
+- **Agents write organizations at once.** `proposeOrganization` and `proposeOrganizationRename` are gone: an agent's
+  `organizations add` and `organizations rename` call `store.knowledge.addOrganization` and `updateOrganization` as the
+  owner's do, as deals do since 0.588.0. `organization_add` and `organization_rename` rows already stored stay listed
+  and decidable through the `organization` review kind, and `ORGANIZATION_ADD_KIND` and `ORGANIZATION_RENAME_KIND`
+  stay exported.
+
+## 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

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/project-status.js

@@ -80,7 +80,7 @@ const partial = (found, chat) => {
 const readFrom = (found, chat) => {
     const reply = found.items.find((one) => one.signal === "reply-next" && one.chat === chat)?.data;
     const money = found.items
-        .filter((one) => one.signal === "amounts" && one.chat === chat && one.data.state === "open")
+        .filter((one) => one.signal === "amounts" && one.chat === chat && one.data.state === "asked")
         .map((one) => one.data.since)
         .sort()[0];
     return day([money, reply?.waitingSince, found.window.since].find((one) => typeof one === "string"));

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/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/index.d.ts

@@ -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

@@ -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/index.d.ts

@@ -188,7 +188,7 @@ export { type PackageUpgradeOutcome, type PackageUpgradePorts, type PackageUpgra
 export { type PersonMeetingContext, type PersonMeetingContextItem, type PersonMeetingContextOptions, type PersonMeetingReadStore, personMeetingContext, } from "./person-meeting-context.js";
 export { privatePeopleService } from "./private-people.js";
 export { approveAsTask, type ProposalTaskStore, proposalSource } from "./proposal-tasks.js";
-export { type Decided, type Decision, emptyProposalRegistry, FACT_SUMMARIES, ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, type OrganizationProposal, type OrganizationRenameProposal, type ProposalFilter, type ProposalKind, type ProposalRegistry, type ProposalRow, parseProposalIds, proposalRegistry, proposeOrganization, proposeOrganizationRename, } from "./proposals/index.js";
+export { type Decided, type Decision, emptyProposalRegistry, FACT_SUMMARIES, ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, type OrganizationProposal, type OrganizationRenameProposal, type ProposalFilter, type ProposalKind, type ProposalRegistry, type ProposalRow, parseProposalIds, proposalRegistry, } from "./proposals/index.js";
 export type { RetentionQuery, RetentionService } from "./retention.js";
 export { retentionService } from "./retention.js";
 export { RESOURCES_SEARCHED, type SearchAllFound, type SearchAllItem, type SearchAllMessenger, type SearchAllRequest, type SearchedResource, searchAll, } from "./search-all.js";

package/dist/services/index.js

@@ -146,7 +146,7 @@ export { upgradePackage, } from "./package-upgrade.js";
 export { personMeetingContext, } from "./person-meeting-context.js";
 export { privatePeopleService } from "./private-people.js";
 export { approveAsTask, proposalSource } from "./proposal-tasks.js";
-export { emptyProposalRegistry, FACT_SUMMARIES, ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, parseProposalIds, proposalRegistry, proposeOrganization, proposeOrganizationRename, } from "./proposals/index.js";
+export { emptyProposalRegistry, FACT_SUMMARIES, ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, parseProposalIds, proposalRegistry, } from "./proposals/index.js";
 export { retentionService } from "./retention.js";
 export { RESOURCES_SEARCHED, searchAll, } from "./search-all.js";
 export { RESOURCES_SEARCHED_WITH_MEETINGS, searchAllIncludingMeetings, searchAllWithMeetings, } from "./search-all-meetings.js";

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

@@ -5,8 +5,11 @@ export interface AmountsData {
     amount: string;
     currency: string | null;
     direction: MoneyDirection;
-    /** `paid-mentioned` is a message saying so, never a payment the owner recorded. */
-    state: "open" | "paid-mentioned" | "mentioned";
+    /**
+     * `asked` is a message asking for it, not a debt: a word match cannot tell a request from a price the owner quoted.
+     * `paid-mentioned` is a message saying so, never a payment the owner recorded.
+     */
+    state: "asked" | "paid-mentioned" | "mentioned";
     /** The first ask, or the first mention when nobody asked. */
     since: string;
     lastAsked: string | null;
@@ -16,5 +19,6 @@ 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: 3,
     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)) {
@@ -66,7 +67,8 @@ export const amounts = {
             const lastAsk = asks.at(-1);
             const first = (asks[0] ?? done[0] ?? rows[0]);
             const paidAfter = done.some((row) => !lastAsk || Date.parse(row.message.timestamp) >= Date.parse(lastAsk.message.timestamp));
-            const state = asks.length ? (paidAfter ? "paid-mentioned" : "open") : done.length ? "paid-mentioned" : "mentioned";
+            const paid = asks.length ? paidAfter : done.length > 0;
+            const state = paid ? "paid-mentioned" : asks.length ? "asked" : "mentioned";
             const cited = asks.length ? [...asks, ...(paidAfter ? done.slice(-1) : [])] : rows;
             return {
                 signal: "amounts",
@@ -87,5 +89,5 @@ export const amounts = {
             };
         });
     },
-    attention: (items) => items.flatMap((item) => item.chat !== null && item.data.state === "open" ? [{ chat: item.chat, weight: 2, why: "money open" }] : []),
+    attention: (items) => items.flatMap((item) => item.chat !== null && item.data.state === "asked" ? [{ chat: item.chat, weight: 2, why: "money asked" }] : []),
 };

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/index.d.ts

@@ -1,5 +1,5 @@
 export { parseProposalIds } from "./ids.js";
 export { FACT_SUMMARIES } from "./kinds/findings.js";
-export { ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, type OrganizationProposal, type OrganizationRenameProposal, proposeOrganization, proposeOrganizationRename, } from "./kinds/organization.js";
+export { ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, type OrganizationProposal, type OrganizationRenameProposal, } from "./kinds/organization.js";
 export { emptyProposalRegistry, proposalRegistry } from "./registry.js";
 export type { Decided, Decision, ProposalFilter, ProposalKind, ProposalRegistry, ProposalRow } from "./types.js";

package/dist/services/proposals/index.js

@@ -1,4 +1,4 @@
 export { parseProposalIds } from "./ids.js";
 export { FACT_SUMMARIES } from "./kinds/findings.js";
-export { ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, proposeOrganization, proposeOrganizationRename, } from "./kinds/organization.js";
+export { ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND, } from "./kinds/organization.js";
 export { emptyProposalRegistry, proposalRegistry } from "./registry.js";

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

@@ -1,4 +1,4 @@
-import type { Author, MessageStore, Organization, ProposedAction } from "../../../store/index.js";
+import type { MessageStore, Organization } from "../../../store/index.js";
 import type { ProposalKind } from "../types.js";
 export declare const ORGANIZATION_ADD_KIND = "organization_add";
 export declare const ORGANIZATION_RENAME_KIND = "organization_rename";
@@ -11,8 +11,5 @@ export interface OrganizationRenameProposal {
     organization: string;
     name: string;
 }
-/** An agent's new organization waits as a stored proposal; the organization exists only once it is confirmed. */
-export declare const proposeOrganization: (store: Pick<MessageStore, "proposedActions">, input: OrganizationProposal, by: Author, reason?: string) => Promise<ProposedAction>;
-/** An agent's rename waits as a stored proposal too; the organization keeps its name until it is confirmed. */
-export declare const proposeOrganizationRename: (store: Pick<MessageStore, "proposedActions">, input: OrganizationRenameProposal, by: Author, reason?: string) => Promise<ProposedAction>;
+/** Only rows stored before agents wrote organizations at once; they stay decidable in review. */
 export declare const organizationKind: (store: Pick<MessageStore, "proposedActions" | "knowledge">) => ProposalKind;

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

@@ -23,20 +23,7 @@ const rowOf = (action) => {
         createdAt: action.createdAt,
     };
 };
-/** An agent's new organization waits as a stored proposal; the organization exists only once it is confirmed. */
-export const proposeOrganization = (store, input, by, reason) => store.proposedActions.propose({
-    kind: ORGANIZATION_ADD_KIND,
-    by,
-    payload: input,
-    ...(reason === undefined ? {} : { reason }),
-});
-/** An agent's rename waits as a stored proposal too; the organization keeps its name until it is confirmed. */
-export const proposeOrganizationRename = (store, input, by, reason) => store.proposedActions.propose({
-    kind: ORGANIZATION_RENAME_KIND,
-    by,
-    payload: input,
-    ...(reason === undefined ? {} : { reason }),
-});
+/** Only rows stored before agents wrote organizations at once; they stay decidable in review. */
 export const organizationKind = (store) => ({
     kind: "organization",
     stored: [ORGANIZATION_ADD_KIND, ORGANIZATION_RENAME_KIND],

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/sqlite/deals.d.ts

@@ -1,4 +1,5 @@
 import { type DealKind, type DealRole, type DealStatus, type StageOutcome } from "../../domain/deals.js";
+import type { AccountKey } from "../types.js";
 import { type ProposedByFilter } from "./actors.js";
 import { type Party } from "./finance.js";
 import { type Author } from "./memories.js";
@@ -134,6 +135,16 @@ export interface DealFilter {
     /** 1–500, 100 by default; newest written first. */
     limit?: number;
 }
+export interface DealSearch {
+    /** Words of the title, each in any letter case; a word may be a phrase. */
+    words: string[];
+    /** A title holding any of the words matches, those holding more first; otherwise every word is needed. */
+    anyWord?: boolean;
+    /** Only the copies of these CRM accounts; absent, every account's and the owner's own. */
+    accounts?: AccountKey[];
+    /** 1–500, 100 by default. */
+    limit?: number;
+}
 export interface PipelineInput {
     name: string;
     /** `deal` when left out. */
@@ -164,6 +175,8 @@ export interface DealsStore {
     /** `deal:<id>` or `lead:<id>`; a bare id is a deal. */
     get(reference: string): Promise<Deal>;
     list(filter?: DealFilter): Promise<Deal[]>;
+    /** Deals and leads together, by the words of their title: the most words matched first, then the latest changed. */
+    find(search: DealSearch): Promise<Deal[]>;
     /** 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;
@@ -189,6 +202,7 @@ export declare const dealOperationsOver: (context: StoreContext) => {
     add: (input: DealInput) => Deal;
     get: (reference: string) => Deal;
     list: (filter?: DealFilter) => Deal[];
+    find: ({ words, anyWord, accounts, limit }: DealSearch) => Deal[];
     move: (reference: string, { stage, by }: {
         stage: string;
         by: Author;

package/dist/store/sqlite/deals.js

@@ -334,6 +334,30 @@ export const dealOperationsOver = (context) => {
                 .all(status, status, project, project, stage, stage, pipeline, pipeline, organization?.id ?? null, organization?.id ?? null, ...by.params, limit)
                 .map(itemOf(kind));
         },
+        find: ({ words, anyWord, accounts, limit }) => {
+            const wanted = [...new Set(words.map((word) => fold(word).trim()).filter(Boolean))];
+            if (!wanted.length)
+                return [];
+            const most = Math.min(Math.max(limit ?? 100, 1), 500);
+            const within = accounts?.map(({ provider, account }) => `${provider}\u0000${account}`);
+            // Titles are short and a CRM holds thousands, not millions: folding them here is cheaper than a word index.
+            const found = DEAL_KINDS.flatMap((kind) => database
+                .prepare(`SELECT d.id, d.title, d.updated_at, a.provider, a.external_id AS account FROM ${TABLES[kind]} d ` +
+                "LEFT JOIN accounts a ON a.id = d.account_id WHERE d.deleted_at IS NULL")
+                .all()
+                .filter((row) => within === undefined || within.includes(`${row.provider}\u0000${row.account}`))
+                .map((row) => {
+                const title = fold(String(row.title));
+                return { kind, row, score: wanted.filter((word) => title.includes(word)).length };
+            })
+                .filter(({ score }) => (anyWord ? score > 0 : score === wanted.length)));
+            return found
+                .sort((a, b) => b.score - a.score ||
+                Number(b.row.updated_at) - Number(a.row.updated_at) ||
+                Number(b.row.id) - Number(a.row.id))
+                .slice(0, most)
+                .map(({ kind, row }) => read(`${kind}:${row.id}`));
+        },
         move: (reference, { stage, by }) => {
             authorActor(context, by);
             const { kind, row } = rowOf(reference);
@@ -372,6 +396,7 @@ export const dealsStoreOver = (context) => {
         add: async (input) => operations.add(input),
         get: async (reference) => operations.get(reference),
         list: async (filter) => operations.list(filter),
+        find: async (search) => operations.find(search),
         move: async (reference, input) => operations.move(reference, input),
         close: async (reference, input) => operations.close(reference, input),
     };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@wirecat/cli-core",
-  "version": "0.588.0",
+  "version": "0.590.0",
   "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",