@wirecat/cli-core 0.592.0 → 0.594.0

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Files changed (40) hide show
  1. package/CHANGELOG.md +64 -11
  2. package/dist/crm/cli/index.d.ts +6 -0
  3. package/dist/crm/cli/index.js +118 -2
  4. package/dist/crm/index.d.ts +2 -0
  5. package/dist/crm/index.js +2 -0
  6. package/dist/crm/testing/index.d.ts +2 -1
  7. package/dist/crm/testing/index.js +2 -1
  8. package/dist/crm/testing/source-contract.js +2 -2
  9. package/dist/crm/testing/source.d.ts +22 -2
  10. package/dist/crm/testing/source.js +117 -1
  11. package/dist/crm/testing/sync-contract.js +3 -2
  12. package/dist/crm/testing/write-contract.d.ts +21 -0
  13. package/dist/crm/testing/write-contract.js +127 -0
  14. package/dist/crm/writer.d.ts +76 -0
  15. package/dist/crm/writer.js +14 -0
  16. package/dist/crm/writes.d.ts +68 -0
  17. package/dist/crm/writes.js +245 -0
  18. package/dist/domain/crm.d.ts +3 -4
  19. package/dist/errors/reasons.js +2 -1
  20. package/dist/mail/cli/review.js +11 -4
  21. package/dist/mail/marks.d.ts +2 -0
  22. package/dist/mail/marks.js +8 -6
  23. package/dist/mail/newsletter.d.ts +10 -0
  24. package/dist/mail/newsletter.js +70 -0
  25. package/dist/mail/review.d.ts +1 -0
  26. package/dist/services/index.d.ts +1 -0
  27. package/dist/services/index.js +1 -0
  28. package/dist/store/sqlite/crm.d.ts +3 -1
  29. package/dist/store/sqlite/crm.js +37 -20
  30. package/dist/store/sqlite/deals.js +6 -4
  31. package/dist/store/sqlite/email-activity.d.ts +4 -0
  32. package/dist/store/sqlite/email-activity.js +5 -1
  33. package/dist/store/sqlite/emails.js +3 -21
  34. package/dist/store/sqlite/mail-nearest.d.ts +12 -0
  35. package/dist/store/sqlite/mail-nearest.js +73 -0
  36. package/dist/store/sqlite/manifest.js +1 -0
  37. package/dist/store/sqlite/migrations.generated.js +9 -0
  38. package/dist/store/sqlite/schema.d.ts +32 -0
  39. package/dist/store/sqlite/schema.js +4 -2
  40. package/package.json +2 -2
package/CHANGELOG.md CHANGED
@@ -7,6 +7,70 @@ shape of this file.
7
7
 
8
8
  ## Unreleased
9
9
 
10
+ ## 0.594.0 — 06.11.2026
11
+
12
+ ### Added
13
+
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+ - **A CRM write port, `CrmWriter`** (`@wirecat/cli-core/crm`), beside `CrmSource`: `create`, `update`, `move`,
15
+ `close` and `remove` of deals and leads, each sent once with its `operationId` and answering the whole item as the
16
+ CRM holds it. `capabilities` names the kinds and verbs it takes and whether it recognises a repeated operation id
17
+ (Bitrix24's `Idempotency-Key`). Fields use `CrmItem`'s names, plus `owner` (a CRM user's id) and `custom` (the CRM's
18
+ own fields by code). An adapter refuses a custom code that is a neutral field under another name, such as a stage
19
+ or an owner. `CRM_WRITE_DEFAULTS` and `CRM_WRITE_KEYS` go into a CLI's `commandPermissions`.
20
+ - **`deals` and `leads` `create`, `update`, `move`, `close` and `delete`** in `addCrmCommands`, mounted by its new
21
+ `writes` option (the writer's capabilities) and run through `CrmRun.writes`. Each goes through the write guard and
22
+ the send journal, honours `--dry-run`, and is exposed over MCP as a write. A write is never sent twice: a lost
23
+ answer is `outcome_unknown`, and `--operation-id` is offered only by a CRM that recognises a repeat. A stage in
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+ `create` or `update` also checks the `move` key, and a won or lost stage the `close` key. An owner other than the
25
+ sign-in's own user (`CrmWrites.self`) checks `crm.assign-others`, denied by default. `delete` asks by default. The
26
+ item the CRM answers is stored as a sync would store it, and the answer carries it with its `operation_id`.
27
+ `--field <key=value>` sets a custom field; an empty value clears it.
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+ - **`crmWriteContract` and a write side on `fakeCrmSource`** (`@wirecat/cli-core/crm/testing`). The contract checks
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+ that an update of one field answers the whole item, that a custom code naming a neutral field is refused before
30
+ anything is sent, and that a lost answer ends after one request.
31
+ - **`CrmItem.closedReason`** is stored as the deal's or lead's `closed_reason`, and `store.crm.refOf` finds the stored
32
+ copy of a CRM id.
33
+ - **A CRM's deal and lead pipelines may share an id (store version 53).** The unique key of a CRM account's pipelines
34
+ is now its account, kind and id, so `savePipelines` stores a lead pipeline whose id a deal pipeline already has,
35
+ and `crmSourceContract` checks pipeline ids are unique within each kind only.
36
+ - **Pipelines and stages the CRM no longer lists are marked deleted (store version 53),** never removed: deals may still
37
+ stand in them. `savePipelines` takes a kind's whole list, marks what it lacks and brings back what it lists again; an
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+ empty list marks nothing. A deleted pipeline is left out of `pipelines()` and of a lookup by name, and still found by
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+ its `pipeline:<id>`. A deleted stage is only marked. The migration adds columns and swaps one index; `minCompatible`
40
+ stays 34.
41
+
42
+ ### Removed
43
+
44
+ - **The `crm.pipeline-clash` skip reason.** `savePipelines` no longer skips a pipeline for sharing the other kind's id,
45
+ so `CrmSkipped.reason` is `crm.stage-unknown` or `crm.item-invalid`.
46
+
47
+ ## 0.593.0 — 06.11.2026
48
+
49
+ ### Added
50
+
51
+ - **`questionLookup` is public** (`@wirecat/cli-core/services`): the rule `search all` uses to search a question
52
+ typed as a sentence with discovery, so a CLI's own message search can do the same and find a short reply by the
53
+ message it answers.
54
+ - **`schedule agent` and `schedule command` take `--to <route>`, repeatable.** After the run, when `--notify-on`
55
+ says so, the scheduler sends the result through the owner's own CLI: `telegram-bot:<profile>/<chat id or
56
+ user:id>` runs `tg <profile> bot messages send`, `email:<profile>/<address>` runs `mail <profile> messages send`.
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+ A finished run sends its output (an agent's report, a command's log): to a bot as one message up to 4096
58
+ characters, else as a file with its first lines as the caption; by mail as the body, the title as the subject. A
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+ failed run sends one line: exit code, reason id, the log's path. The run itself stays read-only; nothing it prints
60
+ can change where the result goes; a run under `<PREFIX>_READ_ONLY` sends nothing. Each route's outcome is in
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+ `last.json` as `deliveries` (`to`, `ok`, a dotted `reason`, the sending CLI's error code); a failed send never fails
62
+ the run, and `schedule list` shows it. `ServerSystem.run` takes an optional `{ input, timeoutMs }`.
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+ - **`store.mail.writtenTo(addresses)`.** Of these addresses, the ones the owner wrote to: To or Cc of a live outgoing
64
+ email in any account, in lower case, in one read.
65
+
66
+ ### Fixed
67
+
68
+ - **`search all` finds mail by meaning through the vector index.** The mail half of the meaning lane read every mail
69
+ vector of each mailbox (`store.mail.nearest`, #2471), most of a `search all` on a large store: 9.5 s warm and
70
+ 44–71 s with a cold disk on the owner's store. It now asks the model's vector index for the nearest
71
+ thread pieces and attachments, with the same results, and scans only when the index is not ready or a thread is
72
+ named (3.9 s warm on the same query).
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+
10
74
  ## 0.592.0 — 06.11.2026
11
75
 
12
76
  ## 0.591.0 — 06.11.2026
@@ -30,17 +94,6 @@ shape of this file.
30
94
  in `@wirecat/cli-core`.
31
95
  - **`DealFilter.account` and `offset`, `pipelines({ account })`.** A list reads the owner's own (`"own"`) or one CRM
32
96
  account's copies, a page at a time.
33
- - **`schedule agent` and `schedule command` take `--to <route>`, repeatable.** After the run, when `--notify-on`
34
- says so, the scheduler sends the result through the owner's own CLI: `telegram-bot:<profile>/<chat id or
35
- user:id>` runs `tg <profile> bot messages send`, `email:<profile>/<address>` runs `mail <profile> messages send`.
36
- A finished run sends its output (an agent's report, a command's log): to a bot as one message up to 4096
37
- characters, else as a file with its first lines as the caption; by mail as the body, the title as the subject. A
38
- failed run sends one line: exit code, reason id, the log's path. The run itself stays read-only; nothing it prints
39
- can change where the result goes; a run under `<PREFIX>_READ_ONLY` sends nothing. Each route's outcome is in
40
- `last.json` as `deliveries` (`to`, `ok`, a dotted `reason`, the sending CLI's error code); a failed send never fails
41
- the run, and `schedule list` shows it. `ServerSystem.run` takes an optional `{ input, timeoutMs }`.
42
- - **`store.mail.writtenTo(addresses)`.** Of these addresses, the ones the owner wrote to: To or Cc of a live outgoing
43
- email in any account, in lower case, in one read.
44
97
 
45
98
  - **`syncCrm` and the `CrmSource` port, in `@wirecat/cli-core/crm`.** A CRM CLI writes an adapter (`pipelines(kind)`,
46
99
  `changes(kind, cursor, page)` answering a page or `{ reset: true }`, and `ids(kind, page)` when the CRM does not name
@@ -4,6 +4,8 @@ import type { AppIdentity } from "../../ports/app.js";
4
4
  import type { MessageStore } from "../../store/store.js";
5
5
  import type { AccountKey } from "../../store/types.js";
6
6
  import type { CrmSource } from "../source.js";
7
+ import type { CrmWriteCapabilities } from "../writer.js";
8
+ import { type CrmWrites } from "../writes.js";
7
9
  /**
8
10
  * The selected profile's CRM account, opened by the app for one command and closed once its answer is built, before
9
11
  * anything is printed (WC-LIFE-4).
@@ -18,6 +20,8 @@ export interface CrmRun {
18
20
  source: () => CrmSource;
19
21
  /** A profile lock pins the process (WC-ACCT-5): `search all` then reads only this account's deals. */
20
22
  locked?: boolean;
23
+ /** The CRM's writer and the profile's levels, built on first use; needed by every write command. */
24
+ writes?: () => CrmWrites;
21
25
  env?: NodeJS.ProcessEnv;
22
26
  close?: () => Promise<void>;
23
27
  }
@@ -30,6 +34,8 @@ export interface CrmCommandOptions {
30
34
  }) => Promise<CrmRun>;
31
35
  /** The CRM has leads: mounts `leads list|show`. True when absent. */
32
36
  leads?: boolean;
37
+ /** The writer's capabilities: mounts `create`, `update`, `move`, `close` and `delete` of each kind it writes. */
38
+ writes?: CrmWriteCapabilities;
33
39
  now?: () => number;
34
40
  }
35
41
  /** What `deals list` and `leads list` narrow by, the same in memo and every CRM CLI (WC-OUT-11). */
@@ -1,18 +1,21 @@
1
1
  import { CliError } from "@wirecat/cli-base";
2
2
  import { annotate, metaOf, sharedCommand } from "@wirecat/cli-base/commands";
3
- import { InvalidArgumentError } from "commander";
3
+ import { Argument, InvalidArgumentError } from "commander";
4
4
  import * as v from "valibot";
5
5
  import { answerEntity } from "../../cli/answer-entity.js";
6
6
  import { environmentOf, outputFor, runBudgetOf } from "../../cli/context.js";
7
7
  import { honoursDryRun } from "../../cli/dry-run-guard.js";
8
- import { FETCH, LOCAL_READ, NO_EFFECTS } from "../../cli/effects.js";
8
+ import { FETCH, LOCAL_READ, NO_EFFECTS, REMOTE_WRITE } from "../../cli/effects.js";
9
9
  import { itemOf, listOf, renderAnswer, snakeKeys } from "../../cli/envelope.js";
10
10
  import { queryTerms, termField, withQuery } from "../../cli/list-query.js";
11
+ import { terminalAsker } from "../../cli/messenger/ask.js";
11
12
  import { lineOf } from "../../cli/steps.js";
12
13
  import { CRM_KINDS } from "../../domain/crm.js";
13
14
  import { DEAL_KINDS, DEAL_STATUSES } from "../../domain/deals.js";
15
+ import { deal as dealEntity } from "../../entities/deal.js";
14
16
  import { count, text } from "../../entities/fields.js";
15
17
  import { crmStatus, syncCrm } from "../sync.js";
18
+ import { closeCrmItem, createCrmItem, moveCrmItem, removeCrmItem, updateCrmItem, } from "../writes.js";
16
19
  import { addCrmSearchAll } from "./search-all.js";
17
20
  const MOST = 500;
18
21
  const DEAL_FIELDS = [
@@ -83,6 +86,24 @@ const crmSyncProgress = v.strictObject({
83
86
  cursor_age_ms: v.nullable(count),
84
87
  line: text,
85
88
  });
89
+ const crmWrite = v.strictObject({
90
+ operation_id: text,
91
+ deal: v.optional(dealEntity),
92
+ lead: v.optional(dealEntity),
93
+ untrusted: v.array(text),
94
+ });
95
+ const crmRemoval = v.strictObject({ operation_id: text, ref: text, removed: count });
96
+ const collect = (value, previous = []) => {
97
+ if (value.indexOf("=") < 1)
98
+ throw new InvalidArgumentError("expected code=value");
99
+ return [...previous, value];
100
+ };
101
+ /** `--field code=value` pairs; an empty value clears the field. */
102
+ const customOf = (pairs) => Object.fromEntries(pairs.map((pair) => {
103
+ const at = pair.indexOf("=");
104
+ const given = pair.slice(at + 1);
105
+ return [pair.slice(0, at), given === "" ? null : given];
106
+ }));
86
107
  const integer = (most) => (value) => {
87
108
  if (!/^[1-9]\d*$/.test(value) || Number(value) > most)
88
109
  throw new InvalidArgumentError(`expected 1 to ${most}`);
@@ -219,6 +240,7 @@ const addCrmCommandsDefinition = (program, options) => {
219
240
  return itemOf({ ...snakeKeys(found), untrusted: DEAL_UNTRUSTED });
220
241
  });
221
242
  });
243
+ addWrites(group, kind);
222
244
  };
223
245
  /** A row of this profile's account: another account's copy, or the owner's own, is not found here. */
224
246
  const ownCopy = async (run, kind, reference) => {
@@ -231,6 +253,100 @@ const addCrmCommandsDefinition = (program, options) => {
231
253
  throw new CliError("not_found", `${reference} is not a copy from this profile's CRM account`);
232
254
  return found;
233
255
  };
256
+ const writes = options.writes;
257
+ const addWrites = (group, kind) => {
258
+ if (!writes?.kinds.includes(kind))
259
+ return;
260
+ const plural = `${kind}s`;
261
+ const contextOf = (run, command) => {
262
+ if (!run.writes)
263
+ throw new CliError("configuration_error", "this profile cannot write to its CRM");
264
+ return {
265
+ store: run.store,
266
+ account: run.account,
267
+ writes: run.writes(),
268
+ ask: terminalAsker(command),
269
+ source: run.source,
270
+ names: { id: "--operation-id" },
271
+ };
272
+ };
273
+ const answered = (operationId, item) => itemOf({
274
+ operation_id: operationId,
275
+ [kind]: { ...snakeKeys(item), untrusted: DEAL_UNTRUSTED },
276
+ untrusted: DEAL_UNTRUSTED.map((field) => `${kind}.${field}`),
277
+ });
278
+ const write = (name, verb, description) => {
279
+ if (!writes.verbs.includes(verb))
280
+ return undefined;
281
+ const command = answerEntity(annotate(group.command(name), { effects: REMOTE_WRITE, offline: false }), verb === "remove" ? "crm_removal" : "crm_write", verb === "remove" ? crmRemoval : crmWrite).description(description);
282
+ if (writes.idempotent)
283
+ command.option("--operation-id <id>", "the operation_id a write that ended in outcome_unknown named: the CRM answers the repeat from its record");
284
+ return command;
285
+ };
286
+ const reference = (command) => command.argument("<ref>", `${kind}:<id>, as a list shows it`);
287
+ const fields = (command) => command
288
+ .option("--title <title>", `the ${kind}'s title`)
289
+ .option("--pipeline <pipeline>", "pipeline:<id>, or a name only one of the CRM's pipelines has")
290
+ .option("--stage <stage>", "a stage of its pipeline, by the CRM's id or name; checks the move key too, and the close key for a won or lost stage")
291
+ .option("--amount <decimal>", "the expected sum, such as 1500.50, with --currency")
292
+ .option("--currency <code>", "an ISO 4217 code, such as EUR")
293
+ .option("--close-date <date>", "the day it is expected to close, YYYY-MM-DD")
294
+ .option("--owner <user>", "the CRM user it is assigned to; anyone but the sign-in's own user checks crm.assign-others")
295
+ .option("--field <key=value>", "one of the CRM's own fields, by its code; repeat for more, empty clears it", collect,
296
+ // The empty default marks the flag as repeatable, so an agent's tool takes a list.
297
+ []);
298
+ const inputOf = ({ field, operationId: _id, ...rest }) => ({
299
+ ...Object.fromEntries(Object.entries(rest).filter(([, value]) => value !== undefined)),
300
+ ...(field?.length ? { custom: customOf(field) } : {}),
301
+ });
302
+ const idOf = (opts) => opts.operationId === undefined ? {} : { operationId: opts.operationId };
303
+ const run = (command, work) => within(command, (opened) => work(contextOf(opened, command)));
304
+ const create = write("create", "create", `make a ${kind} in the CRM, then store the CRM's copy of it`);
305
+ if (create)
306
+ example(fields(create), `${plural} create --title "Example kitchen" --amount 15000 --currency EUR`, `${plural} create --title "Example office" --pipeline Sales --stage "Quote sent" --field UF_CRM_SOURCE=web`).action(async (opts, command) => {
307
+ await run(command, async (context) => {
308
+ const done = await createCrmItem(context, kind, inputOf(opts), idOf(opts));
309
+ return answered(done.operationId, done.item);
310
+ });
311
+ });
312
+ const update = write("update", "update", `change a ${kind} in the CRM; what is left out keeps its value; the CRM's copy is stored again`);
313
+ if (update)
314
+ example(fields(reference(update)), `${plural} update ${kind}:12 --amount 18000`, `${plural} update ${kind}:12 --field UF_CRM_SOURCE=`).action(async (ref, opts, command) => {
315
+ await run(command, async (context) => {
316
+ const done = await updateCrmItem(context, kind, ref, inputOf(opts), idOf(opts));
317
+ return answered(done.operationId, done.item);
318
+ });
319
+ });
320
+ const move = write("move", "move", `move a ${kind} to another stage of its pipeline; a won or lost stage checks the close key too`);
321
+ if (move)
322
+ example(reference(move).argument("<stage>", "the stage, by the CRM's id or a name only one stage of its pipeline has"), `${plural} move ${kind}:12 "Quote sent"`).action(async (ref, stage, opts, command) => {
323
+ await run(command, async (context) => {
324
+ const done = await moveCrmItem(context, kind, ref, stage, idOf(opts));
325
+ return answered(done.operationId, done.item);
326
+ });
327
+ });
328
+ const close = write("close", "close", `mark a ${kind} won or lost, the CRM's own way`);
329
+ if (close)
330
+ example(reference(close)
331
+ .addArgument(new Argument("<outcome>", "how it ended").choices(["won", "lost"]))
332
+ .option("--reason <text>", "why, in a few words; kept with it"), `${plural} close ${kind}:12 won`, `${plural} close ${kind}:12 lost --reason "Example: chose another supplier"`).action(async (ref, outcome, opts, command) => {
333
+ await run(command, async (context) => {
334
+ const done = await closeCrmItem(context, kind, ref, outcome, {
335
+ ...idOf(opts),
336
+ ...(opts.reason === undefined ? {} : { reason: opts.reason }),
337
+ });
338
+ return answered(done.operationId, done.item);
339
+ });
340
+ });
341
+ const remove = write("delete", "remove", `delete a ${kind} in the CRM; asks first unless allowed`);
342
+ if (remove)
343
+ example(reference(remove), `${plural} delete ${kind}:12`).action(async (ref, opts, command) => {
344
+ await run(command, async (context) => {
345
+ const done = await removeCrmItem(context, kind, ref, idOf(opts));
346
+ return itemOf({ operation_id: done.operationId, ref: done.ref, removed: done.removed });
347
+ });
348
+ });
349
+ };
234
350
  items("deal");
235
351
  if (options.leads !== false)
236
352
  items("lead");
@@ -1,2 +1,4 @@
1
1
  export type { CrmChanges, CrmIdPage, CrmPage, CrmSource, CrmSourceTraits } from "./source.js";
2
2
  export { type CrmCursor, type CrmSyncIssue, type CrmSyncOptions, type CrmSyncReport, type CrmSyncResult, crmStatus, cursorName, parseCrmCursor, syncCrm, } from "./sync.js";
3
+ export { CRM_ASSIGN_OTHERS_KEY, CRM_VERBS, CRM_WRITE_DEFAULTS, CRM_WRITE_KEYS, type CrmDraft, type CrmFields, type CrmVerb, type CrmWriteCapabilities, type CrmWriteOptions, type CrmWriter, } from "./writer.js";
4
+ export { type CrmFieldsInput, type CrmWriteContext, type CrmWrites, type CrmWritten, closeCrmItem, createCrmItem, moveCrmItem, removeCrmItem, updateCrmItem, } from "./writes.js";
package/dist/crm/index.js CHANGED
@@ -1 +1,3 @@
1
1
  export { crmStatus, cursorName, parseCrmCursor, syncCrm, } from "./sync.js";
2
+ export { CRM_ASSIGN_OTHERS_KEY, CRM_VERBS, CRM_WRITE_DEFAULTS, CRM_WRITE_KEYS, } from "./writer.js";
3
+ export { closeCrmItem, createCrmItem, moveCrmItem, removeCrmItem, updateCrmItem, } from "./writes.js";
@@ -1,3 +1,4 @@
1
- export { exampleDeal, exampleLead, exampleOrganization, examplePerson, type FakeCrmSource, type FakeCrmSourceOptions, fakeCrmSource, LEAD_PIPELINE, SALES_PIPELINE, } from "./source.js";
1
+ export { exampleDeal, exampleLead, exampleOrganization, examplePerson, FAKE_CRM_ALIASES, type FakeCrmSource, type FakeCrmSourceOptions, type FakeCrmWrite, fakeCrmSource, LEAD_PIPELINE, SALES_PIPELINE, } from "./source.js";
2
2
  export { type CrmSourceFixture, crmSourceContract } from "./source-contract.js";
3
3
  export { CRM_TRAIT_COMBINATIONS, type CrmSyncFixture, crmSyncContract } from "./sync-contract.js";
4
+ export { type CrmWriteFixture, crmWriteContract } from "./write-contract.js";
@@ -1,3 +1,4 @@
1
- export { exampleDeal, exampleLead, exampleOrganization, examplePerson, fakeCrmSource, LEAD_PIPELINE, SALES_PIPELINE, } from "./source.js";
1
+ export { exampleDeal, exampleLead, exampleOrganization, examplePerson, FAKE_CRM_ALIASES, fakeCrmSource, LEAD_PIPELINE, SALES_PIPELINE, } from "./source.js";
2
2
  export { crmSourceContract } from "./source-contract.js";
3
3
  export { CRM_TRAIT_COMBINATIONS, crmSyncContract } from "./sync-contract.js";
4
+ export { crmWriteContract } from "./write-contract.js";
@@ -29,11 +29,11 @@ const listAll = async (source, kind, cursor) => {
29
29
  export const crmSourceContract = (make) => {
30
30
  const cases = [
31
31
  {
32
- name: "pipelines: unique ids across both kinds, stages with a known outcome and unique ids",
32
+ name: "pipelines: unique ids in each kind, stages with a known outcome and unique ids",
33
33
  async run() {
34
34
  const { source } = await make();
35
- const seen = new Set();
36
35
  for (const kind of DEAL_KINDS.filter((one) => source.traits.kinds.includes(one))) {
36
+ const seen = new Set();
37
37
  const pipelines = await source.pipelines(kind);
38
38
  assert.ok(pipelines.length > 0, `${kind}: at least one pipeline`);
39
39
  for (const pipeline of pipelines) {
@@ -1,13 +1,27 @@
1
1
  import type { CrmItem, CrmKind, CrmOrganization, CrmPerson, CrmPipeline, CrmRecords } from "../../domain/crm.js";
2
2
  import type { DealKind } from "../../domain/deals.js";
3
3
  import type { CrmSource, CrmSourceTraits } from "../source.js";
4
+ import { type CrmVerb, type CrmWriteCapabilities, type CrmWriter } from "../writer.js";
4
5
  export interface FakeCrmSourceOptions {
5
6
  traits?: Partial<CrmSourceTraits>;
6
7
  /** Rows per page of `changes()` and `ids()`; 2 when absent, so every list has several pages. */
7
8
  pageSize?: number;
9
+ /** What the write side takes: every verb on both kinds, not idempotent, when absent. */
10
+ capabilities?: Partial<CrmWriteCapabilities>;
8
11
  }
9
- /** A CRM held in memory, with a change feed: what the contracts sync against, and what a CLI's tests may use. */
10
- export interface FakeCrmSource extends CrmSource {
12
+ /** One write the fake CRM was sent, in order. */
13
+ export interface FakeCrmWrite {
14
+ verb: CrmVerb;
15
+ kind: DealKind;
16
+ externalId: string | null;
17
+ operationId: string;
18
+ }
19
+ /**
20
+ * A CRM held in memory, with a change feed and a write side: what the contracts sync and write against, and what a
21
+ * CLI's tests may use. Custom field codes `stage`, `pipeline`, `owner` and `status` are refused, as an adapter refuses
22
+ * a custom code that names one of the neutral fields.
23
+ */
24
+ export interface FakeCrmSource extends CrmSource, CrmWriter {
11
25
  /** Adds or changes a row; it is in the next `changes()`. */
12
26
  put<K extends CrmKind>(kind: K, record: CrmRecords[K]): void;
13
27
  /** Deletes a row: named in `removed` when `removedInChanges`, otherwise only missing from `ids()`. */
@@ -17,13 +31,19 @@ export interface FakeCrmSource extends CrmSource {
17
31
  expireCursors(kind: CrmKind): void;
18
32
  /** Lists no id at all, as a CRM does for a sign-in that lost its rights. */
19
33
  hideAll(hidden: boolean): void;
34
+ /** The next write is carried out and its answer lost: it throws `outcome_unknown`. */
35
+ loseNextAnswer(): void;
20
36
  /** Requests made, by method. */
21
37
  readonly calls: {
22
38
  pipelines: number;
23
39
  changes: number;
24
40
  ids: number;
25
41
  };
42
+ /** Writes sent, refused ones included. */
43
+ readonly writes: FakeCrmWrite[];
26
44
  }
45
+ /** Custom codes the fake refuses: each is a neutral field under another name. */
46
+ export declare const FAKE_CRM_ALIASES: string[];
27
47
  export declare const SALES_PIPELINE: CrmPipeline;
28
48
  export declare const LEAD_PIPELINE: CrmPipeline;
29
49
  export declare const fakeCrmSource: (options?: FakeCrmSourceOptions) => FakeCrmSource;
@@ -1,3 +1,7 @@
1
+ import { CliError } from "@wirecat/cli-base";
2
+ import { CRM_VERBS } from "../writer.js";
3
+ /** Custom codes the fake refuses: each is a neutral field under another name. */
4
+ export const FAKE_CRM_ALIASES = ["stage", "pipeline", "owner", "status"];
1
5
  /** When the fake CRM's changes happened: well before any `now` a contract syncs at. */
2
6
  const STAMPED_FROM = Date.UTC(2026, 0, 1);
3
7
  export const SALES_PIPELINE = {
@@ -32,6 +36,16 @@ export const fakeCrmSource = (options = {}) => {
32
36
  const expired = new Map();
33
37
  let hidden = false;
34
38
  const calls = { pipelines: 0, changes: 0, ids: 0 };
39
+ const capabilities = {
40
+ kinds: ["deal", "lead"],
41
+ verbs: CRM_VERBS,
42
+ idempotent: false,
43
+ ...options.capabilities,
44
+ };
45
+ const writes = [];
46
+ const answered = new Map();
47
+ let made = 0;
48
+ let lose = false;
35
49
  const of = (kind) => {
36
50
  const held = rows.get(kind) ?? new Map();
37
51
  rows.set(kind, held);
@@ -42,10 +56,111 @@ export const fakeCrmSource = (options = {}) => {
42
56
  const next = at + size;
43
57
  return { slice: list.slice(at, next), nextPage: next < list.length ? String(next) : undefined };
44
58
  };
45
- return {
59
+ const held = (kind, externalId) => {
60
+ const found = of(kind).get(externalId);
61
+ if (!found || found.deleted)
62
+ throw new CliError("not_found", `the CRM has no ${kind} ${externalId}`);
63
+ return found.record;
64
+ };
65
+ const placed = (kind, pipelineId, stageId) => {
66
+ const pipeline = pipelineId === undefined ? pipelines[kind][0] : pipelines[kind].find((one) => one.externalId === pipelineId);
67
+ const stage = stageId === undefined ? pipeline?.stages[0] : pipeline?.stages.find((one) => one.externalId === stageId);
68
+ if (!pipeline || !stage)
69
+ throw new CliError("validation_error", `the CRM has no stage ${stageId} there`);
70
+ return { pipeline: pipeline.externalId, stage: stage.externalId, outcome: stage.outcome };
71
+ };
72
+ const applied = (item, fields) => {
73
+ const { custom, owner, pipeline, stage, ...named } = fields;
74
+ const metadata = {
75
+ ...item.metadata,
76
+ ...(owner === undefined ? {} : { owner }),
77
+ ...(custom ? { custom: { ...item.metadata?.custom, ...custom } } : {}),
78
+ };
79
+ return {
80
+ ...item,
81
+ ...Object.fromEntries(Object.entries(named).filter(([, value]) => value !== undefined)),
82
+ ...(pipeline === undefined ? {} : { pipeline }),
83
+ ...(stage === undefined ? {} : { stage }),
84
+ metadata,
85
+ updatedAt: null,
86
+ };
87
+ };
88
+ const refuseAliases = (fields) => {
89
+ const refused = Object.keys(fields.custom ?? {}).find((code) => FAKE_CRM_ALIASES.includes(code));
90
+ if (refused)
91
+ throw new CliError("validation_error", `${refused} is not a custom field`);
92
+ };
93
+ /** Each write once: a repeated idempotent id answers its first outcome; a lost answer still made the change. */
94
+ const write = (verb, kind, externalId, operationId, act) => {
95
+ writes.push({ verb, kind, externalId, operationId });
96
+ if (capabilities.idempotent && answered.has(operationId))
97
+ return answered.get(operationId);
98
+ const done = act();
99
+ if (capabilities.idempotent)
100
+ answered.set(operationId, done);
101
+ if (lose) {
102
+ lose = false;
103
+ throw new CliError("outcome_unknown", "the CRM did not answer");
104
+ }
105
+ return done;
106
+ };
107
+ const saved = (kind, item) => {
108
+ fake.put(kind, item);
109
+ return held(kind, item.externalId);
110
+ };
111
+ const fake = {
46
112
  provider: "example-crm",
47
113
  traits,
48
114
  calls,
115
+ capabilities,
116
+ writes,
117
+ loseNextAnswer() {
118
+ lose = true;
119
+ },
120
+ async create(kind, draft, { operationId }) {
121
+ refuseAliases(draft);
122
+ return write("create", kind, null, operationId, () => {
123
+ const { pipeline, stage } = placed(kind, draft.pipeline, draft.stage);
124
+ made += 1;
125
+ const blank = { externalId: `${kind}-new-${made}`, title: draft.title, pipeline, stage };
126
+ return saved(kind, applied(blank, { ...draft, pipeline, stage }));
127
+ });
128
+ },
129
+ async update(kind, externalId, patch, { operationId }) {
130
+ refuseAliases(patch);
131
+ return write("update", kind, externalId, operationId, () => {
132
+ const item = held(kind, externalId);
133
+ const at = patch.stage === undefined ? {} : placed(kind, patch.pipeline ?? item.pipeline, patch.stage);
134
+ return saved(kind, applied(item, { ...patch, ...at }));
135
+ });
136
+ },
137
+ async move(kind, externalId, stage, { operationId }) {
138
+ return write("move", kind, externalId, operationId, () => {
139
+ const item = held(kind, externalId);
140
+ return saved(kind, { ...item, stage: placed(kind, item.pipeline, stage).stage, status: null, updatedAt: null });
141
+ });
142
+ },
143
+ async close(kind, externalId, outcome, { operationId, reason }) {
144
+ return write("close", kind, externalId, operationId, () => {
145
+ const item = held(kind, externalId);
146
+ const pipeline = pipelines[kind].find((one) => one.externalId === item.pipeline);
147
+ const closing = pipeline?.stages.find((one) => one.outcome === outcome);
148
+ return saved(kind, {
149
+ ...item,
150
+ ...(closing ? { stage: closing.externalId } : {}),
151
+ status: outcome,
152
+ closedReason: reason ?? null,
153
+ updatedAt: null,
154
+ });
155
+ });
156
+ },
157
+ async remove(kind, externalId, { operationId }) {
158
+ write("remove", kind, externalId, operationId, () => {
159
+ held(kind, externalId);
160
+ fake.delete(kind, externalId);
161
+ return undefined;
162
+ });
163
+ },
49
164
  put(kind, record) {
50
165
  version += 1;
51
166
  // A CRM stamps each change; without one here the store would take its own clock, which an id pass skips.
@@ -99,6 +214,7 @@ export const fakeCrmSource = (options = {}) => {
99
214
  return { ids: slice, ...(nextPage === undefined ? {} : { nextPage }) };
100
215
  },
101
216
  };
217
+ return fake;
102
218
  };
103
219
  export const exampleDeal = (externalId, extra = {}) => ({
104
220
  externalId,
@@ -138,12 +138,13 @@ export const crmSyncContract = (make) => CRM_TRAIT_COMBINATIONS.flatMap((traits)
138
138
  assert.deepEqual(await deals(), ["d2"]);
139
139
  assert.deepEqual(run.issues.map(({ kind, reason, externalId }) => [kind, reason, externalId]), [["deal", "crm.stage-unknown", "d1"]]);
140
140
  }),
141
- test("a pipeline sharing the other kind's pipeline id is named as an issue, and the rest syncs", async ({ source, sync, deals, }) => {
141
+ test("a lead pipeline may share a deal pipeline's id", async ({ source, sync, deals }) => {
142
142
  source.setPipelines("lead", [{ ...LEAD_PIPELINE, externalId: SALES_PIPELINE.externalId }]);
143
143
  source.put("deal", exampleDeal("d1"));
144
+ source.put("lead", exampleLead("l1", { pipeline: SALES_PIPELINE.externalId }));
144
145
  const run = await sync();
145
146
  assert.deepEqual(await deals(), ["d1"]);
146
- assert.ok(run.issues.some(({ kind, reason }) => kind === "lead" && reason === "crm.pipeline-clash"));
147
+ assert.deepEqual(run.issues, []);
147
148
  }),
148
149
  test("a contact joins a person by exact email, and a company never joins an organization by name", async ({ source, sync, store, account, }) => {
149
150
  const own = await store.knowledge.addOrganization({ kind: "company", name: "Example company c1" });
@@ -0,0 +1,21 @@
1
+ import type { CrmPipeline } from "../../domain/crm.js";
2
+ import { type DealKind } from "../../domain/deals.js";
3
+ import type { ContractCase } from "../../meetings/index.js";
4
+ import { type CrmWriter } from "../writer.js";
5
+ /**
6
+ * One adapter over recorded or faked responses, fresh for each case, that takes writes of `kind`. `pipeline` is one
7
+ * of the kind's pipelines with at least two open stages and a won one.
8
+ */
9
+ export interface CrmWriteFixture {
10
+ writer: CrmWriter;
11
+ kind?: DealKind;
12
+ pipeline: CrmPipeline;
13
+ /** Custom field codes that are a neutral field under the CRM's own name (Bitrix24's `stageId`, `ASSIGNED_BY_ID`). */
14
+ aliases: readonly string[];
15
+ /** Makes the next write's answer lost after the CRM got it, as a dropped connection does. */
16
+ loseNextAnswer: () => void;
17
+ /** How many write requests reached the CRM so far. */
18
+ requests: () => number;
19
+ }
20
+ /** What every CRM adapter's write side does, whatever the CRM: run each case in the adapter's tests. */
21
+ export declare const crmWriteContract: (make: () => CrmWriteFixture | Promise<CrmWriteFixture>) => ContractCase[];