@wirecat/cli-core 0.590.0 → 0.591.0

package/dist/store/sqlite/crm.js

@@ -0,0 +1,318 @@
+import { CliError } from "@wirecat/cli-base";
+import { DEAL_ROLES, STAGE_OUTCOMES } from "../../domain/deals.js";
+import { currencyOf, minorUnits } from "../../domain/money.js";
+import { recordFingerprint } from "../../domain/records.js";
+import { fold } from "../normalize.js";
+import { accountPk, findAccountPk } from "./accounts.js";
+import { linkKind } from "./link-kinds.js";
+import { authorActor } from "./memories.js";
+import { write } from "./transaction.js";
+const TABLES = { deal: "deals", lead: "leads" };
+/** Who writes a CRM's copies: the sync, not an agent, so `author.kind` is `rule`. */
+const SOURCE = "crm";
+/**
+ * A contact's identity id: identities are unique per provider, and two portals of one CRM both have a contact 5.
+ * `contact:` references percent-encode it, so the `/` stays one part.
+ */
+export const crmIdentityId = (key, externalId, type = "contact") => `${key.account}/${type}/${externalId}`;
+const day = (value, what) => {
+    if (value === undefined || value === null || value === "")
+        return null;
+    if (typeof value !== "string" || !/^\d{4}-\d{2}-\d{2}$/.test(value) || Number.isNaN(Date.parse(value)))
+        throw new CliError("validation_error", `${what} is YYYY-MM-DD, not ${JSON.stringify(value)}`);
+    return value;
+};
+const epoch = (value, fallback) => typeof value === "number" && Number.isFinite(value) && value > 0 ? Math.trunc(value) : fallback;
+const textOf = (value, most) => {
+    if (typeof value !== "string")
+        return null;
+    const kept = value.trim().slice(0, most);
+    return kept || null;
+};
+export const crmCopiesOver = (context, people) => {
+    const { database, now } = context;
+    const author = (key) => authorActor(context, { bot: key.provider, kind: "rule" }).actor;
+    const account = (key) => accountPk(context, key);
+    const pipelineOf = (accountId, kind, externalId) => database
+        .prepare("SELECT * FROM pipelines WHERE account_id = ? AND kind = ? AND external_id = ?")
+        .get(accountId, kind, externalId);
+    // Store version 52 keeps a pipeline's id unique per account, not per kind: a lead pipeline sharing a deal pipeline's
+    // id cannot be stored until a migration widens that key, so it is skipped and named, not written over the other.
+    const otherKindHolds = (accountId, kind, externalId) => database
+        .prepare("SELECT 1 FROM pipelines WHERE account_id = ? AND kind <> ? AND external_id = ?")
+        .get(accountId, kind, externalId) !== undefined;
+    const savePipelines = (key, kind, pipelines) => write(database, () => {
+        const accountId = account(key);
+        const at = now();
+        const skipped = [];
+        for (const pipeline of pipelines) {
+            if (otherKindHolds(accountId, kind, pipeline.externalId)) {
+                skipped.push({
+                    externalId: pipeline.externalId,
+                    reason: "crm.pipeline-clash",
+                    message: `${kind} pipeline ${pipeline.externalId} has the id of a stored pipeline of the other kind`,
+                });
+                continue;
+            }
+            const name = textOf(pipeline.name, 80) ?? pipeline.externalId;
+            const held = pipelineOf(accountId, kind, pipeline.externalId);
+            const id = held
+                ? Number(held.id)
+                : Number(database
+                    .prepare("INSERT INTO pipelines (account_id, external_id, kind, name, name_folded, created_at, updated_at) " +
+                    "VALUES (?, ?, ?, ?, ?, ?, ?) RETURNING id")
+                    .get(accountId, pipeline.externalId, kind, name, fold(name), at, at)?.id);
+            if (held && held.name !== name)
+                database
+                    .prepare("UPDATE pipelines SET name = ?, name_folded = ?, updated_at = ? WHERE id = ?")
+                    .run(name, fold(name), at, id);
+            saveStages(id, pipeline, at);
+        }
+        return { saved: pipelines.length - skipped.length, skipped };
+    });
+    /**
+     * Stage names are unique in a pipeline, but a CRM may swap two, or give two stages one name: listed stages first
+     * take a name no stage has, then their own, and a name used twice keeps the stage's id beside it.
+     */
+    const saveStages = (pipelineId, pipeline, at) => {
+        const ordered = [...pipeline.stages].sort((a, b) => a.position - b.position);
+        const counts = new Map();
+        for (const stage of ordered)
+            counts.set(fold(stage.name), (counts.get(fold(stage.name)) ?? 0) + 1);
+        const wanted = ordered.map((stage, index) => {
+            const name = textOf(stage.name, 80) ?? stage.externalId;
+            const folded = (counts.get(fold(stage.name)) ?? 0) > 1 ? `${fold(name)} (${stage.externalId})` : fold(name);
+            if (!STAGE_OUTCOMES.includes(stage.outcome))
+                throw new CliError("invalid_response", `stage ${stage.externalId} has no known outcome: ${stage.outcome}`);
+            return { ...stage, name, folded, position: index + 1 };
+        });
+        const held = database.prepare("SELECT * FROM pipeline_stages WHERE pipeline_id = ?").all(pipelineId);
+        const listed = new Set(wanted.map(({ externalId }) => externalId));
+        const taken = new Set(wanted.map(({ folded }) => folded));
+        const rename = database.prepare("UPDATE pipeline_stages SET name_folded = ? WHERE id = ?");
+        for (const row of held) {
+            if (row.external_id != null && listed.has(String(row.external_id)))
+                rename.run(`\u0000${row.id}`, Number(row.id));
+            else if (taken.has(String(row.name_folded)))
+                rename.run(`${row.name_folded} (${row.external_id ?? row.id})`, Number(row.id));
+        }
+        const byId = new Map(held.map((row) => [String(row.external_id), row]));
+        for (const stage of wanted) {
+            const row = byId.get(stage.externalId);
+            if (row)
+                database
+                    .prepare("UPDATE pipeline_stages SET name = ?, name_folded = ?, position = ?, outcome = ?, updated_at = ? WHERE id = ?")
+                    .run(stage.name, stage.folded, stage.position, stage.outcome, at, Number(row.id));
+            else
+                database
+                    .prepare("INSERT INTO pipeline_stages (pipeline_id, name, name_folded, position, outcome, external_id, created_at, " +
+                    "updated_at) VALUES (?, ?, ?, ?, ?, ?, ?, ?)")
+                    .run(pipelineId, stage.name, stage.folded, stage.position, stage.outcome, stage.externalId, at, at);
+        }
+    };
+    const personIdOf = (key, externalId) => {
+        const row = database
+            .prepare("SELECT l.person_id FROM identities i JOIN identity_links l ON l.identity_id = i.id " +
+            "WHERE i.provider = ? AND i.external_id = ?")
+            .get(key.provider, crmIdentityId(key, externalId));
+        return row ? Number(row.person_id) : null;
+    };
+    const organizationIdOf = (accountId, externalId) => {
+        const row = database
+            .prepare("SELECT entity_id FROM records WHERE account_id = ? AND type = 'organization' AND external_id = ? " +
+            "AND entity_type = 'organization'")
+            .get(accountId, externalId);
+        return row?.entity_id == null ? null : Number(row.entity_id);
+    };
+    const saveItem = (key, accountId, kind, item, at) => {
+        const pipeline = pipelineOf(accountId, kind, item.pipeline);
+        const stage = pipeline &&
+            database
+                .prepare("SELECT id, outcome FROM pipeline_stages WHERE pipeline_id = ? AND external_id = ?")
+                .get(Number(pipeline.id), item.stage);
+        if (!pipeline || !stage)
+            return {
+                externalId: item.externalId,
+                reason: "crm.stage-unknown",
+                message: `${kind} ${item.externalId} stands in stage ${item.stage} of pipeline ${item.pipeline}, which is not stored`,
+            };
+        const title = textOf(item.title, 200) ?? `${kind} ${item.externalId}`;
+        const given = item.amount != null && item.currency != null;
+        const currency = given ? currencyOf(item.currency) : null;
+        const amount = currency === null ? null : minorUnits(String(item.amount), currency, `${kind} ${item.externalId}'s amount`);
+        if (amount !== null && amount < 0)
+            throw new CliError("validation_error", "an amount is 0 or more");
+        if (item.status != null && !STAGE_OUTCOMES.includes(item.status))
+            throw new CliError("validation_error", `${kind} ${item.externalId}'s status is open, won or lost`);
+        const status = item.status ?? String(stage.outcome);
+        const closed = status === "open"
+            ? null
+            : (day(item.closedDate, "a closed day") ?? new Date(epoch(item.updatedAt, at)).toISOString().slice(0, 10));
+        const deal = kind === "lead" && item.deal
+            ? database.prepare("SELECT id FROM deals WHERE account_id = ? AND external_id = ?").get(accountId, item.deal)
+            : undefined;
+        const metadata = { ...(item.metadata ?? {}), ...(item.url ? { url: item.url } : {}) };
+        const values = {
+            title,
+            organization: item.organization ? organizationIdOf(accountId, item.organization) : null,
+            stage: Number(stage.id),
+            status,
+            currency,
+            amount,
+            close: day(item.closeDate, "an expected close day"),
+            closed,
+            metadata: Object.keys(metadata).length ? JSON.stringify(metadata) : null,
+            created: epoch(item.createdAt, at),
+            updated: epoch(item.updatedAt, at),
+        };
+        const table = TABLES[kind];
+        const held = database
+            .prepare(`SELECT id FROM ${table} WHERE account_id = ? AND external_id = ?`)
+            .get(accountId, item.externalId);
+        let id;
+        if (held) {
+            id = Number(held.id);
+            database
+                .prepare(`UPDATE ${table} SET title = ?, organization_id = ?, stage_id = ?, status = ?, currency = ?, amount = ?, ` +
+                "close_date = ?, closed_date = ?, metadata = ?, updated_at = ?, deleted_at = NULL" +
+                (kind === "lead" ? ", deal_id = coalesce(?, deal_id)" : "") +
+                " WHERE id = ?")
+                .run(values.title, values.organization, values.stage, values.status, values.currency, values.amount, values.close, values.closed, values.metadata, values.updated, ...(kind === "lead" ? [deal ? Number(deal.id) : null] : []), id);
+        }
+        else {
+            const actor = author(key);
+            id = Number(database
+                .prepare(`INSERT INTO ${table} (title, organization_id, stage_id, status, currency, amount, close_date, closed_date, ` +
+                `account_id, external_id, author_type, author_id, source, metadata, created_at, updated_at` +
+                (kind === "lead" ? ", deal_id" : "") +
+                `) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?${kind === "lead" ? ", ?" : ""}) RETURNING id`)
+                .get(values.title, values.organization, values.stage, values.status, values.currency, values.amount, values.close, values.closed, accountId, item.externalId, actor.type, actor.id, SOURCE, values.metadata, values.created, values.updated, ...(kind === "lead" ? [deal ? Number(deal.id) : null] : []))?.id);
+        }
+        database
+            .prepare(`DELETE FROM links WHERE from_type = ? AND from_id = ? AND to_type = 'person' AND kind = ${linkKind("related-to")} ` +
+            "AND source = ?")
+            .run(kind, id, SOURCE);
+        const link = database.prepare("INSERT INTO links (from_type, from_id, to_type, to_id, kind, role, source, confirmed, created_at, author, " +
+            `updated_at) VALUES (?, ?, 'person', ?, ${linkKind("related-to")}, ?, ?, 1, ?, 'rule', ?)`);
+        const seen = new Set();
+        for (const person of item.people ?? []) {
+            const personId = personIdOf(key, person.externalId);
+            const role = DEAL_ROLES.includes(person.role) ? person.role : "contact";
+            if (personId === null || seen.has(personId))
+                continue;
+            seen.add(personId);
+            link.run(kind, id, personId, role, SOURCE, at, at);
+        }
+        return null;
+    };
+    const saveItems = (key, kind, items) => write(database, () => {
+        const accountId = account(key);
+        const at = now();
+        const skipped = [];
+        for (const item of items)
+            try {
+                const missing = saveItem(key, accountId, kind, item, at);
+                if (missing)
+                    skipped.push(missing);
+            }
+            catch (error) {
+                if (!(error instanceof CliError) || error.code !== "validation_error")
+                    throw error;
+                skipped.push({ externalId: item.externalId, reason: "crm.item-invalid", message: error.message });
+            }
+        return { saved: items.length - skipped.length, skipped };
+    });
+    const saveOrganizations = (key, organizations) => write(database, () => {
+        const accountId = account(key);
+        const at = now();
+        for (const organization of organizations) {
+            const name = textOf(organization.name, 200) ?? `${key.provider} company ${organization.externalId}`;
+            const fields = {
+                name,
+                ...(organization.url ? { url: organization.url } : {}),
+                ...(organization.metadata ?? {}),
+            };
+            const fingerprint = recordFingerprint(fields, []);
+            const held = database
+                .prepare("SELECT * FROM records WHERE account_id = ? AND type = 'organization' AND external_id = ?")
+                .get(accountId, organization.externalId);
+            const before = held ? JSON.parse(String(held.fields)).name : undefined;
+            let entity = held?.entity_type === "organization" && held.entity_id != null ? Number(held.entity_id) : null;
+            if (entity === null)
+                entity = Number(database
+                    .prepare("INSERT INTO organizations (kind, name, scope, created_at, updated_at) VALUES ('company', ?, 'work', ?, ?) " +
+                    "RETURNING id")
+                    .get(name, at, at)?.id);
+            // The owner may have renamed it here; only a name nobody changed follows the CRM's.
+            else if (before !== name)
+                database
+                    .prepare("UPDATE organizations SET name = ?, updated_at = ? WHERE id = ? AND name = ?")
+                    .run(name, at, entity, typeof before === "string" ? before : name);
+            if (held)
+                database
+                    .prepare("UPDATE records SET fields = ?, fingerprint = ?, entity_type = 'organization', entity_id = ?, " +
+                    "projected_fingerprint = ?, batch_id = ?, updated_at = ?, deleted_at = NULL WHERE id = ?")
+                    .run(JSON.stringify(fields), fingerprint, entity, fingerprint, SOURCE, at, Number(held.id));
+            else
+                database
+                    .prepare("INSERT INTO records (account_id, type, external_id, fields, fingerprint, entity_type, entity_id, " +
+                    "projected_fingerprint, batch_id, created_at, updated_at) " +
+                    "VALUES (?, 'organization', ?, ?, ?, 'organization', ?, ?, ?, ?, ?)")
+                    .run(accountId, organization.externalId, JSON.stringify(fields), fingerprint, entity, fingerprint, SOURCE, at, at);
+        }
+        return { saved: organizations.length, skipped: [] };
+    });
+    const stored = (key, kind) => {
+        const accountId = findAccountPk(context, key);
+        if (accountId === undefined || kind === "person")
+            return [];
+        return kind === "organization"
+            ? database
+                .prepare("SELECT id, external_id, updated_at FROM records WHERE account_id = ? AND type = 'organization' " +
+                "AND deleted_at IS NULL")
+                .all(accountId)
+            : database
+                .prepare(`SELECT id, external_id, updated_at FROM ${TABLES[kind]} WHERE account_id = ? AND deleted_at IS NULL`)
+                .all(accountId);
+    };
+    const markDeleted = (kind, ids) => {
+        const table = kind === "organization" ? "records" : TABLES[kind];
+        const mark = database.prepare(`UPDATE ${table} SET deleted_at = ? WHERE id = ?`);
+        const at = now();
+        for (const id of ids)
+            mark.run(at, id);
+        return ids.length;
+    };
+    return {
+        savePipelines: async (key, kind, pipelines) => savePipelines(key, kind, pipelines),
+        saveItems: async (key, kind, items) => saveItems(key, kind, items),
+        savePeople: async (key, contacts) => {
+            await people.savePeople(key, contacts.map((contact) => ({
+                id: crmIdentityId(key, contact.externalId),
+                name: textOf(contact.name, 200),
+                email: textOf(contact.email, 320)?.toLowerCase() ?? null,
+                phone: textOf(contact.phone, 64),
+            })));
+            return { saved: contacts.length, skipped: [] };
+        },
+        saveOrganizations: async (key, organizations) => saveOrganizations(key, organizations),
+        remove: async (key, kind, externalIds) => write(database, () => {
+            const gone = new Set(externalIds);
+            return markDeleted(kind, stored(key, kind)
+                .filter((row) => gone.has(String(row.external_id)))
+                .map((row) => Number(row.id)));
+        }),
+        removeUnlisted: async (key, kind, listed, before, { dryRun } = {}) => write(database, () => {
+            const held = new Set(listed);
+            const gone = stored(key, kind)
+                .filter((row) => !held.has(String(row.external_id)) && Number(row.updated_at) < before)
+                .map((row) => Number(row.id));
+            return dryRun ? gone.length : markDeleted(kind, gone);
+        }),
+        count: async (key, kind) => kind === "person"
+            ? Number(database
+                .prepare("SELECT count(*) AS n FROM identities WHERE provider = ? AND substr(external_id, 1, ?) = ?")
+                .get(key.provider, key.account.length + 1, `${key.account}/`)?.n)
+            : stored(key, kind).length,
+    };
+};

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

@@ -121,9 +121,13 @@ export interface DealInput {
     reason?: string;
     evidence?: string[];
 }
+/** Whose pipelines: the owner's own, one CRM account's copies, or, left out, every one. */
+export type DealScope = "own" | AccountKey;
 export interface DealFilter {
     /** `deal` when left out. */
     kind?: DealKind;
+    /** Only the owner's own, or only one CRM account's copies. */
+    account?: DealScope;
     status?: DealStatus;
     /** A stage's name, in any letter case. */
     stage?: string;
@@ -134,6 +138,8 @@ export interface DealFilter {
     proposedBy?: ProposedByFilter;
     /** 1–500, 100 by default; newest written first. */
     limit?: number;
+    /** Rows to skip before the first one answered, for the next page. */
+    offset?: number;
 }
 export interface DealSearch {
     /** Words of the title, each in any letter case; a word may be a phrase. */
@@ -165,11 +171,13 @@ export interface DealsStore {
     addPipeline(input: PipelineInput): Promise<Pipeline>;
     pipelines(filter?: {
         kind?: DealKind;
+        account?: DealScope;
     }): Promise<Pipeline[]>;
     /** One pipeline by `pipeline:<id>` or a name only one pipeline has, with its funnel. */
     pipeline(reference: string, options?: {
         kind?: DealKind;
         since?: string;
+        account?: DealScope;
     }): Promise<PipelineReport>;
     add(input: DealInput): Promise<Deal>;
     /** `deal:<id>` or `lead:<id>`; a bare id is a deal. */
@@ -194,10 +202,12 @@ export declare const dealOperationsOver: (context: StoreContext) => {
     addPipeline: ({ name, kind, stages, by }: PipelineInput) => Pipeline;
     pipelines: (filter?: {
         kind?: DealKind;
+        account?: DealScope;
     }) => Pipeline[];
     pipeline: (reference: string, options?: {
         kind?: DealKind;
         since?: string;
+        account?: DealScope;
     }) => PipelineReport;
     add: (input: DealInput) => Deal;
     get: (reference: string) => Deal;

package/dist/store/sqlite/deals.js

@@ -89,22 +89,27 @@ export const dealOperationsOver = (context) => {
         const { kind, row } = rowOf(reference);
         return itemOf(kind)(row);
     };
+    const inScope = (scope, row) => scope === undefined ||
+        (scope === "own"
+            ? row.account_id == null
+            : row.account_provider === scope.provider && row.account_external_id === scope.account);
     const kindOf = (kind) => (kind === undefined ? "deal" : oneOf(kind, DEAL_KINDS, "a kind"));
-    const pipelineRows = (kind) => database
+    const pipelineRows = (kind, scope) => database
         .prepare("SELECT p.*, a.provider AS account_provider, a.external_id AS account_external_id FROM pipelines p " +
         "LEFT JOIN accounts a ON a.id = p.account_id WHERE (? IS NULL OR p.kind = ?) ORDER BY p.name_folded, p.id")
-        .all(kind ?? null, kind ?? null);
+        .all(kind ?? null, kind ?? null)
+        .filter((row) => inScope(scope, row));
     const label = (row) => `pipeline:${row.id} (${row.name}${row.account_provider == null ? "" : `, ${row.account_provider}:${row.account_external_id}`})`;
     /** A pipeline by `pipeline:<id>`, or by a name only one pipeline of the kind has; never a guess. */
-    const pipelineRow = (reference, kind) => {
+    const pipelineRow = (reference, kind, scope) => {
         const named = reference.trim();
         if (/^pipeline:\d+$/.test(named)) {
-            const row = pipelineRows(kind).find((one) => `pipeline:${one.id}` === named);
+            const row = pipelineRows(kind, scope).find((one) => `pipeline:${one.id}` === named);
             if (!row)
                 throw new CliError("not_found", `no ${kind ?? ""} pipeline ${named}`, { reason: "pipeline.not-found" });
             return row;
         }
-        const rows = pipelineRows(kind).filter((one) => one.name_folded === fold(named));
+        const rows = pipelineRows(kind, scope).filter((one) => one.name_folded === fold(named));
         if (rows.length === 0)
             throw new CliError("not_found", `no ${kind === undefined ? "" : `${kind} `}pipeline named ${named}`, {
                 reason: "pipeline.not-found",
@@ -140,12 +145,16 @@ export const dealOperationsOver = (context) => {
             createdAt: iso(row.created_at),
         }));
     };
-    /** A stage by name in one pipeline, or in the only pipeline of the kind that has one of that name. */
+    /**
+     * A stage by name in one pipeline, or in the only one of the owner's pipelines of the kind that has one of that
+     * name: a CRM's stages are its own, and a deal written here into one would be undone by the next sync.
+     */
     const stageRow = (stage, kind, pipeline) => {
         const rows = database
             .prepare("SELECT s.*, p.name AS pipeline_name FROM pipeline_stages s JOIN pipelines p ON p.id = s.pipeline_id " +
-            "WHERE s.name_folded = ? AND p.kind = ? AND (? IS NULL OR p.id = ?) ORDER BY p.id")
-            .all(fold(stage.trim()), kind, pipeline ?? null, pipeline ?? null);
+            "WHERE s.name_folded = ? AND p.kind = ? AND (? IS NULL OR p.id = ?) AND (? IS NOT NULL OR p.account_id IS NULL) " +
+            "ORDER BY p.id")
+            .all(fold(stage.trim()), kind, pipeline ?? null, pipeline ?? null, pipeline ?? null);
         if (rows.length === 0)
             return refuse(`no stage named ${stage} in ${pipeline === undefined ? `a ${kind} pipeline` : "that pipeline"}`, "deal.stage");
         if (rows.length > 1)
@@ -153,7 +162,7 @@ export const dealOperationsOver = (context) => {
         return rows[0];
     };
     const firstStage = (kind, pipeline) => {
-        const pipelines = pipeline === undefined ? pipelineRows(kind) : [{ id: pipeline }];
+        const pipelines = pipeline === undefined ? pipelineRows(kind, "own") : [{ id: pipeline }];
         if (pipelines.length !== 1)
             return refuse(`name the stage: ${pipelines.length === 0 ? `no ${kind} pipeline is stored` : `more than one ${kind} pipeline is stored`}`, "deal.stage");
         const row = database
@@ -222,6 +231,9 @@ export const dealOperationsOver = (context) => {
     const notDeleted = (row, kind, what) => {
         if (row.deleted_at != null)
             refuse(`${kind}:${row.id} is deleted; it no longer ${what}`, "deal.closed");
+        if (row.account_id != null)
+            refuse(`${kind}:${row.id} is a copy from ${row.account_provider}:${row.account_external_id}; change it there, and ` +
+                "its next sync brings the change here", "deal.copy");
     };
     return {
         addPipeline: ({ name, kind, stages, by }) => {
@@ -257,11 +269,11 @@ export const dealOperationsOver = (context) => {
             });
             return pipelinesOf(pipelineRows(pipelineKind).filter((row) => Number(row.id) === id))[0];
         },
-        pipelines: (filter = {}) => pipelinesOf(pipelineRows(filter.kind === undefined ? undefined : kindOf(filter.kind))),
+        pipelines: (filter = {}) => pipelinesOf(pipelineRows(filter.kind === undefined ? undefined : kindOf(filter.kind), filter.account)),
         pipeline: (reference, options = {}) => {
             const kind = options.kind === undefined ? undefined : kindOf(options.kind);
             const since = isoDate(options.since, "the first day counted");
-            return funnelOf(pipelinesOf([pipelineRow(reference, kind)])[0], since);
+            return funnelOf(pipelinesOf([pipelineRow(reference, kind, options.account)])[0], since);
         },
         add: (input) => {
             const kind = kindOf(input.kind);
@@ -283,7 +295,7 @@ export const dealOperationsOver = (context) => {
             if (!Array.isArray(evidence) || evidence.length > 8)
                 refuse("evidence is at most 8 references", "deal.field");
             const id = write(database, () => {
-                const pipeline = input.pipeline === undefined ? undefined : Number(pipelineRow(input.pipeline, kind).id);
+                const pipeline = input.pipeline === undefined ? undefined : Number(pipelineRow(input.pipeline, kind, "own").id);
                 const stageText = text(input.stage, "a stage's name", 80);
                 const stage = stageText === null
                     ? kind === "lead"
@@ -325,13 +337,19 @@ export const dealOperationsOver = (context) => {
             const by = proposedBySql("d.author_type", "d.author_id", filter.proposedBy);
             const status = filter.status === undefined ? null : oneOf(filter.status, DEAL_STATUSES, "a status");
             const stage = filter.stage === undefined ? null : fold(filter.stage.trim());
-            const pipeline = filter.pipeline === undefined ? null : Number(pipelineRow(filter.pipeline, kind).id);
+            const pipeline = filter.pipeline === undefined ? null : Number(pipelineRow(filter.pipeline, kind, filter.account).id);
+            const scope = filter.account;
+            const own = scope === "own" ? 1 : 0;
+            const provider = scope === undefined || scope === "own" ? null : scope.provider;
+            const account = scope === undefined || scope === "own" ? null : scope.account;
             const limit = Math.min(Math.max(filter.limit ?? 100, 1), 500);
             return database
                 .prepare(`${itemsSql(kind)} WHERE d.deleted_at IS NULL AND (? IS NULL OR d.status = ?) ` +
                 "AND (? IS NULL OR d.project_id = ?) AND (? IS NULL OR s.name_folded = ?) AND (? IS NULL OR p.id = ?) " +
-                `AND (? IS NULL OR d.organization_id = ?) AND ${by.sql} ORDER BY d.created_at DESC, d.id DESC LIMIT ?`)
-                .all(status, status, project, project, stage, stage, pipeline, pipeline, organization?.id ?? null, organization?.id ?? null, ...by.params, limit)
+                "AND (? IS NULL OR d.organization_id = ?) AND (? = 0 OR d.account_id IS NULL) " +
+                `AND (? IS NULL OR (a.provider = ? AND a.external_id = ?)) AND ${by.sql} ` +
+                "ORDER BY d.created_at DESC, d.id DESC LIMIT ? OFFSET ?")
+                .all(status, status, project, project, stage, stage, pipeline, pipeline, organization?.id ?? null, organization?.id ?? null, own, provider, provider, account, ...by.params, limit, Math.max(0, Math.trunc(filter.offset ?? 0)))
                 .map(itemOf(kind));
         },
         find: ({ words, anyWord, accounts, limit }) => {

package/dist/store/store.d.ts

@@ -22,6 +22,7 @@ import { type SearchesStore } from "./searches.js";
 import { type AgentActionsStore } from "./sqlite/agent-actions.js";
 import { type BotUpdateStore } from "./sqlite/bot-updates.js";
 import { type CatalogStore } from "./sqlite/catalog.js";
+import { type CrmCopies } from "./sqlite/crm.js";
 import { type DealsStore } from "./sqlite/deals.js";
 import { type MailStore } from "./sqlite/emails.js";
 import { type EventSearch } from "./sqlite/event-search.js";
@@ -108,6 +109,8 @@ export interface MessageStore {
     readonly orders: OrdersStore;
     /** The owner's sales pipelines and the deals in them; an agent's deal waits for the owner. */
     readonly deals: DealsStore;
+    /** A CRM account's pipelines, deals, leads, contacts and companies, written as the CRM has them. */
+    readonly crm: CrmCopies;
     /** What each import said, by the source's identity; `ingest` (services) is the way in. */
     readonly records: RecordStore;
     /** What agents concluded: summaries, digests, facts, preferences, each with evidence and a scope. */

package/dist/store/store.js

@@ -19,6 +19,7 @@ import { botUpdateStoreOver } from "./sqlite/bot-updates.js";
 import { eventStoreOver } from "./sqlite/calendar.js";
 import { catalogStoreOver } from "./sqlite/catalog.js";
 import { contextEvidenceOver, contextIndexOver, contextRecordsOver } from "./sqlite/context-evidence.js";
+import { crmCopiesOver } from "./sqlite/crm.js";
 import { dealsStoreOver } from "./sqlite/deals.js";
 import { mailStoreOver } from "./sqlite/emails.js";
 import { eventSearchOver } from "./sqlite/event-search.js";
@@ -119,6 +120,7 @@ const storeOver = (context) => {
     const finance = once(() => financeStoreOver(context));
     const orders = once(() => ordersStoreOver(context));
     const deals = once(() => dealsStoreOver(context));
+    const crm = once(() => crmCopiesOver(context, accountPeopleOver(context)));
     const records = once(() => recordStoreOver(context));
     const memories = once(() => memoriesStoreOver(context));
     const proposedActions = once(() => proposedActionsStoreOver(context));
@@ -232,6 +234,9 @@ const storeOver = (context) => {
         get deals() {
             return deals();
         },
+        get crm() {
+            return crm();
+        },
         get records() {
             return records();
         },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@wirecat/cli-core",
-  "version": "0.590.0",
+  "version": "0.591.0",
   "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",
@@ -128,6 +128,18 @@
       "types": "./dist/calendar/testing/index.d.ts",
       "default": "./dist/calendar/testing/index.js"
     },
+    "./crm": {
+      "types": "./dist/crm/index.d.ts",
+      "default": "./dist/crm/index.js"
+    },
+    "./crm/cli": {
+      "types": "./dist/crm/cli/index.d.ts",
+      "default": "./dist/crm/cli/index.js"
+    },
+    "./crm/testing": {
+      "types": "./dist/crm/testing/index.d.ts",
+      "default": "./dist/crm/testing/index.js"
+    },
     "./mail": {
       "types": "./dist/mail/index.d.ts",
       "default": "./dist/mail/index.js"

package/parity.json

@@ -697,6 +697,10 @@
     "--notify": {
       "meaning": "tell the chat's members about the pin"
     },
+    "--notify-on": {
+      "value": "<when>",
+      "meaning": "desktop notice after a schedule's run: always, failures or never (default failures for an agent that repeats with --every, else always)"
+    },
     "--ocr": {
       "meaning": "explicitly call models.ocr for bulk image and scanned-PDF text extraction; agents normally transcribe files themselves"
     },
@@ -3978,6 +3982,12 @@
           "planned": {
             "wa": "wa backlog: mount the shared schedule command"
           }
+        },
+        "--notify-on": {
+          "in": ["max", "tg"],
+          "planned": {
+            "wa": "wa backlog: mount the shared schedule command"
+          }
         }
       }
     },
@@ -4004,6 +4014,12 @@
           "planned": {
             "wa": "wa backlog: mount the shared schedule command"
           }
+        },
+        "--notify-on": {
+          "in": ["max", "tg"],
+          "planned": {
+            "wa": "wa backlog: mount the shared schedule command"
+          }
         }
       }
     },