@wirecat/cli-memo 0.131.70 → 0.131.71

package/dist/finance/deals-command.js

@@ -1,13 +1,19 @@
 import { CliError } from "@wirecat/cli-base";
 import { annotate } from "@wirecat/cli-base/commands";
 import { DEAL_KINDS, DEAL_ROLES, DEAL_STATUSES } from "@wirecat/cli-core";
-import { LOCAL_READ, LOCAL_WRITE, queryTerms, termField, withQuery } from "@wirecat/cli-core/cli";
-import { answers, itemAnswer, wholeList, withStore } from "../answer.js";
+import { baseStagesCommand, LOCAL_READ, LOCAL_WRITE, queryTerms, storedProfilesFor, termField, withQuery, writesWithOf, } from "@wirecat/cli-core/cli";
+import { dealBrief, dealContext } from "@wirecat/cli-core/services";
+import { answers, itemAnswer, openMemoStore, wholeList, withStore } from "../answer.js";
+import { APP } from "../app.js";
 import { authorOf } from "../author.js";
 import { collect, positive } from "../options.js";
 import { pageOf } from "../page.js";
 import { withSources } from "../records/sources.js";
+import { deniedCrmKinds } from "../search/denied.js";
+import { groupScopeOf } from "../store/group.js";
+import { lockedCoverage } from "../store/guard.js";
 import { canonicalProject } from "../vocabulary/project.js";
+import { dealBriefText, dealText } from "./deal-text.js";
 import { dayOf } from "./finance.js";
 import { json } from "./written.js";
 const queryOf = (entity) => ({
@@ -27,7 +33,19 @@ const PIPELINE_QUERY = {
     backend: "native",
     fields: [termField("kind", "enum", "kind:lead", { values: DEAL_KINDS }), termField("name", "kw", "name:Sales")],
 };
-export const listDeals = async (store, kind, words, limit) => {
+/**
+ * Each CRM copy's `writes_with`: the CLI and profile that change it on its server. The profiles are read once per
+ * command. A row lists only the profiles on its own account, and these lists show only the group's rows, so no
+ * profile outside the group is ever named; a list that shows outside rows passes cli-core's `allowed` again.
+ */
+const withWriter = async (store) => {
+    const profilesFor = storedProfilesFor(await store.accounts.profiles());
+    return (item) => ({
+        ...item,
+        writesWith: writesWithOf(item.account, profilesFor),
+    });
+};
+export const listDeals = async (store, env, kind, words, limit) => {
     const command = `${kind}s list`;
     const terms = queryTerms(words, QUERIES[kind], command);
     const filter = {
@@ -38,7 +56,25 @@ export const listDeals = async (store, kind, words, limit) => {
         ...(terms.has("pipeline") ? { pipeline: terms.get("pipeline") } : {}),
         ...(terms.has("organization") ? { organization: terms.get("organization") } : {}),
     };
-    return pageOf(command, limit, (most) => store.deals.list({ ...filter, limit: most }));
+    const scope = await groupScopeOf(store, env);
+    const writer = await withWriter(store);
+    return pageOf(command, limit, async (most) => (await store.deals.list({ ...filter, ...(scope === undefined ? {} : { accounts: scope.accounts }), limit: most })).map(writer));
+};
+const BASE_STAGE = /^stage:\d+$/;
+/**
+ * The stage name `deals move` writes: a `stage:<id>` is a stage of the row's pipeline, or a base stage, which cli-core
+ * resolves to the one stage of that pipeline mapped onto it. A CRM's copy moves on its CRM, or the next sync undoes it.
+ */
+const stageToMove = async (store, ref, stage) => {
+    if (!BASE_STAGE.test(stage.trim()))
+        return stage;
+    const row = await store.deals.get(ref);
+    if (row.account !== null) {
+        const writesWith = writesWithOf(row.account, storedProfilesFor(await store.accounts.profiles()));
+        throw new CliError("validation_error", `${ref} is a copy from ${row.account.provider}:${row.account.account}; move it there with ` +
+            `${writesWith?.tool ?? "its CRM's CLI"} ${row.kind}s move ${ref} ${stage.trim()}`, { reason: "stage.crm-copy", writes_with: writesWith });
+    }
+    return (await store.baseStages.resolve(ref, stage.trim())).stage.name;
 };
 const roleOf = (role) => {
     const value = role ?? "contact";
@@ -58,7 +94,7 @@ const WHAT = {
     deal: { one: "deal", hope: "what you hope to sell, such as 'Site for the clinic'" },
     lead: { one: "lead", hope: "who or what came in, such as 'Call from the site'" },
 };
-const itemCommands = (program, kind, run, env) => {
+const itemCommands = (program, kind, { run, print }, env) => {
     const { one, hope } = WHAT[kind];
     const group = program
         .command(`${kind}s`)
@@ -69,12 +105,46 @@ const itemCommands = (program, kind, run, env) => {
     withQuery(json(annotate(group.command("list"), { effects: LOCAL_READ })).description(`${one}s, newest first; status:open is what is still in play`), QUERIES[kind])
         .summary(`${one}s, newest first`)
         .option("--limit <n>", `most ${one}s, up to 500`, positive, 100)
-        .action((words, { json, limit }) => run(json, (store) => listDeals(store, kind, words, limit)));
+        .action((words, { json, limit }) => run(json, (store) => listDeals(store, env, kind, words, limit)));
     json(annotate(group.command("show"), { effects: LOCAL_READ, output: { entity: kind } }))
         .description(`one ${one} with its pipeline, stage, status, amount, the people on it and what it was read from`)
         .summary(`one ${one} with its stage, status, amount and people`)
         .argument("<ref>", `${kind}:<id>`)
         .action((ref, options, command) => run(options.json, async (store) => itemAnswer(await withSources(command, store, await store.deals.get(ref)))));
+    json(annotate(group.command("context"), { effects: LOCAL_READ, output: { entity: "deal_context" } }))
+        .description(`one ${one} whole: its stages, client, people with their roles and standing, owner, project, invoices and ` +
+        `payments as stored, its people's messages, mail and meetings in its lifetime (\`proposed\`: they share ` +
+        "people, nothing links them), open tasks and `coverage`. A stage named Won is not a payment")
+        .summary(`one ${one}: stages, people, project, money, messages and tasks`)
+        .argument("<ref>", `${kind}:<id>`)
+        .option("--brief", "the compact form for a model's context: names, roles, totals and counts")
+        .option("--limit <n>", "most items in each section", positive, 20)
+        .action(async (ref, options, command) => {
+        const answer = await withStore(env, async (store) => {
+            const scope = await groupScopeOf(store, env);
+            return lockedCoverage(store, env, await dealContext(store, ref, {
+                limit: options.limit,
+                ...(scope === undefined ? {} : { accounts: scope.accounts }),
+                deniedKinds: deniedCrmKinds(command, env),
+            }));
+        });
+        if (answer.deal.kind !== kind)
+            throw new CliError("validation_error", `${ref} is a ${answer.deal.kind} — memo ${answer.deal.kind}s context`);
+        print(options.json, itemAnswer(options.brief ? dealBrief(answer) : answer), options.brief ? dealBriefText(dealBrief(answer)) : dealText(answer));
+    });
+    json(annotate(group.command("update"), { effects: LOCAL_WRITE, output: { entity: kind } }))
+        .description(`set the project a ${one} belongs to; a CRM's copy takes it too, and the next sync keeps it. An empty value ` +
+        "clears it")
+        .summary(`set the project a ${one} belongs to`)
+        .argument("<ref>", `${kind}:<id>`)
+        .requiredOption("--project <project>", "the project: its key or project:<id>")
+        .action(async (ref, options) => {
+        const by = authorOf(env);
+        await run(options.json, async (store) => itemAnswer(await store.deals.setProject(ref, {
+            project: options.project === "" ? null : await canonicalProject(store, options.project),
+            by,
+        })));
+    });
     json(annotate(group.command("add"), { effects: LOCAL_WRITE, output: { entity: kind }, literal_after_dashes: true })
         .option("--organization <organization>", "the client: organization:<id>")
         .option("--person <uid>", `a person on the ${one}: person:<id>; repeat for another, up to 20`, collect)
@@ -120,10 +190,11 @@ const itemCommands = (program, kind, run, env) => {
         .description(`move a ${one} to another stage of its pipeline; a won or lost stage closes it, an open one reopens it`)
         .summary(`move a ${one} to another stage`)
         .argument("<ref>", `${kind}:<id>`)
-        .argument("<stage>", `a stage of the ${one}'s pipeline`)
+        .argument("<stage>", `a stage of the ${one}'s pipeline by its name or stage:<id>; or a base stage's stage:<id>, which moves it to ` +
+        "the one stage of its pipeline mapped there, and refuses several (with the candidates) or none")
         .action(async (ref, stage, options) => {
         const by = authorOf(env);
-        await run(options.json, async (store) => itemAnswer(await store.deals.move(ref, { stage, by })));
+        await run(options.json, async (store) => itemAnswer(await store.deals.move(ref, { stage: await stageToMove(store, ref, stage), by })));
     });
     json(annotate(group.command("close"), { effects: LOCAL_WRITE, output: { entity: kind } })
         .option("--occurred-time <time>", "the day it closed, such as 2026-11-20; today when left out")
@@ -154,6 +225,23 @@ const funnelText = (report) => [
     `  ${report.totals.items} in all: ${report.totals.open} open, ${report.totals.won} won, ${report.totals.lost} lost` +
         (report.totals.winRate === null ? "" : `, win rate ${Math.round(report.totals.winRate * 100)}%`),
 ].join("\n");
+const inScope = (scope) => (pipeline) => scope === undefined || pipeline.account === null || scope.has(pipeline.account);
+/** In a group a name means the group's pipeline: one outside it is never found, and never makes the name ambiguous. */
+const pipelineInGroup = async (store, env, reference) => {
+    const scope = await groupScopeOf(store, env);
+    if (scope === undefined || /^pipeline:\d+$/.test(reference.trim()))
+        return reference;
+    const name = reference.trim().toLocaleLowerCase();
+    const named = (await store.deals.pipelines()).filter((one) => one.name.toLocaleLowerCase() === name && inScope(scope)(one));
+    if (named.length === 1)
+        return named[0].ref;
+    if (named.length === 0)
+        throw new CliError("not_found", `no pipeline named ${reference.trim()} in group:${scope.run.name}`, {
+            reason: "pipeline.not-found",
+        });
+    throw new CliError("validation_error", `more than one pipeline in group:${scope.run.name} is named ${reference.trim()}: ` +
+        `${named.map((one) => one.ref).join(", ")}; name one by its reference`, { reason: "pipeline.ambiguous" });
+};
 /** `memo deals`, `memo leads` and `memo pipelines`: sales pipelines and what is in them. */
 export const dealCommands = (program, streams, env) => {
     const { run, print } = answers(program, streams, env);
@@ -167,8 +255,10 @@ export const dealCommands = (program, streams, env) => {
         const terms = queryTerms(words, PIPELINE_QUERY, "pipelines list");
         const name = terms.get("name")?.toLocaleLowerCase();
         const kind = terms.get("kind");
-        const all = await store.deals.pipelines(kind === undefined ? {} : { kind });
-        return wholeList("pipelines list", name === undefined ? all : all.filter((one) => one.name.toLocaleLowerCase() === name));
+        const scope = await groupScopeOf(store, env);
+        const all = (await store.deals.pipelines(kind === undefined ? {} : { kind })).filter(inScope(scope));
+        const writer = await withWriter(store);
+        return wholeList("pipelines list", (name === undefined ? all : all.filter((one) => one.name.toLocaleLowerCase() === name)).map(writer));
     }));
     json(annotate(pipelines.command("show"), { effects: LOCAL_READ, output: { entity: "pipeline" } }).option("--since-time <time>", "count only deals or leads made since this day, such as 2026-09-01"))
         .description("one pipeline's funnel: per stage the open deals or leads in it, how many reached it, and the share that " +
@@ -177,7 +267,7 @@ export const dealCommands = (program, streams, env) => {
         .argument("<pipeline>", "pipeline:<id>, or a name only one pipeline has")
         .action(async (pipeline, options, command) => {
         const since = dayOf(options.sinceTime);
-        const report = await withStore(env, async (store) => withSources(command, store, await store.deals.pipeline(pipeline, since === undefined ? {} : { since })));
+        const report = await withStore(env, async (store) => withSources(command, store, await store.deals.pipeline(await pipelineInGroup(store, env, pipeline), since === undefined ? {} : { since })));
         print(options.json, itemAnswer(report), funnelText(report));
     });
     json(annotate(pipelines.command("add"), { effects: LOCAL_WRITE, literal_after_dashes: true }).option("--kind <kind>", "what it holds: deal or lead; deal by default"))
@@ -201,8 +291,18 @@ export const dealCommands = (program, streams, env) => {
             by,
         })));
     });
-    itemCommands(program, "deal", run, env);
-    itemCommands(program, "lead", run, env);
+    itemCommands(program, "deal", { run, print }, env);
+    itemCommands(program, "lead", { run, print }, env);
+    const stages = baseStagesCommand(APP, {
+        env: () => env,
+        open: () => openMemoStore(env),
+        output: (body, command) => print(command.opts().json, body),
+        accounts: async (store) => (await groupScopeOf(store, env))?.accounts,
+    });
+    // memo has no global --json; cli-core's builder leaves it to the app.
+    for (const leaf of stages.commands)
+        json(leaf);
+    program.addCommand(stages);
 };
 /** Open deals `projects status` shows, soonest expected close first; more than this is a count. */
 const STATUS_DEALS = 5;

package/dist/finance/deals-command.js.map

@@ -1 +1 @@
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package/dist/knowledge/business-text.d.ts

@@ -0,0 +1,7 @@
+import type { Coverage, Related, Section } from "@wirecat/cli-core/services";
+/** One related entity with every role it holds and how sure each is: `reported` is a CRM's word only. */
+export declare const relatedLine: ({ ref, name, roles }: Related) => string;
+/** A section's first items, and the command that lists the rest when it was cut. */
+export declare const sectionLines: <T>(title: string, section: Section<T>, line?: (item: T) => string) => string[];
+export declare const coverageLines: (coverage: Coverage) => string[];
+//# sourceMappingURL=business-text.d.ts.map

package/dist/knowledge/business-text.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"business-text.d.ts","sourceRoot":"","sources":["../../src/knowledge/business-text.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,QAAQ,EAAE,OAAO,EAAE,OAAO,EAAE,MAAM,4BAA4B,CAAA;AAE5E,yGAAyG;AACzG,eAAO,MAAM,WAAW,yBAA0B,OAAO,KAAG,MAO3C,CAAA;AAEjB,oFAAoF;AACpF,eAAO,MAAM,YAAY,GAAI,CAAC,SACrB,MAAM,WACJ,OAAO,CAAC,CAAC,CAAC,SACb,CAAC,IAAI,EAAE,CAAC,KAAK,MAAM,KACxB,MAAM,EAOF,CAAA;AAEP,eAAO,MAAM,aAAa,aAAc,QAAQ,KAAG,MAAM,EAGxD,CAAA"}

package/dist/knowledge/business-text.js

@@ -0,0 +1,19 @@
+/** One related entity with every role it holds and how sure each is: `reported` is a CRM's word only. */
+export const relatedLine = ({ ref, name, roles }) => `  ${name ?? ref}  ${ref}  ${roles
+    .map((role) => [role.kind, role.role, role.position && `(${role.position})`, role.standing, role.account && `by ${role.account}`]
+    .filter(Boolean)
+    .join(" "))
+    .join("; ")}`;
+/** A section's first items, and the command that lists the rest when it was cut. */
+export const sectionLines = (title, section, line = relatedLine) => section.items.length === 0
+    ? []
+    : [
+        title,
+        ...section.items.map(line),
+        ...(section.hasMore ? [`  ${section.total} in all${section.next ? ` — memo ${section.next}` : ""}`] : []),
+    ];
+export const coverageLines = (coverage) => [
+    `Read: ${coverage.accounts.join(", ") || "no account"}`,
+    ...coverage.notRead.map(({ source, reason }) => `Not read: ${source} — ${reason}`),
+];
+//# sourceMappingURL=business-text.js.map

package/dist/knowledge/business-text.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"business-text.js","sourceRoot":"","sources":["../../src/knowledge/business-text.ts"],"names":[],"mappings":"AAEA,yGAAyG;AACzG,MAAM,CAAC,MAAM,WAAW,GAAG,CAAC,EAAE,GAAG,EAAE,IAAI,EAAE,KAAK,EAAW,EAAU,EAAE,CACnE,KAAK,IAAI,IAAI,GAAG,KAAK,GAAG,KAAK,KAAK;KAC/B,GAAG,CAAC,CAAC,IAAI,EAAE,EAAE,CACZ,CAAC,IAAI,CAAC,IAAI,EAAE,IAAI,CAAC,IAAI,EAAE,IAAI,CAAC,QAAQ,IAAI,IAAI,IAAI,CAAC,QAAQ,GAAG,EAAE,IAAI,CAAC,QAAQ,EAAE,IAAI,CAAC,OAAO,IAAI,MAAM,IAAI,CAAC,OAAO,EAAE,CAAC;KAC/G,MAAM,CAAC,OAAO,CAAC;KACf,IAAI,CAAC,GAAG,CAAC,CACb;KACA,IAAI,CAAC,IAAI,CAAC,EAAE,CAAA;AAEjB,oFAAoF;AACpF,MAAM,CAAC,MAAM,YAAY,GAAG,CAC1B,KAAa,EACb,OAAmB,EACnB,IAAI,GAAwB,WAAkC,EACpD,EAAE,CACZ,OAAO,CAAC,KAAK,CAAC,MAAM,KAAK,CAAC;IACxB,CAAC,CAAC,EAAE;IACJ,CAAC,CAAC;QACE,KAAK;QACL,GAAG,OAAO,CAAC,KAAK,CAAC,GAAG,CAAC,IAAI,CAAC;QAC1B,GAAG,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC,CAAC,CAAC,KAAK,OAAO,CAAC,KAAK,UAAU,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,WAAW,OAAO,CAAC,IAAI,EAAE,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC;KAC1G,CAAA;AAEP,MAAM,CAAC,MAAM,aAAa,GAAG,CAAC,QAAkB,EAAY,EAAE,CAAC;IAC7D,SAAS,QAAQ,CAAC,QAAQ,CAAC,IAAI,CAAC,IAAI,CAAC,IAAI,YAAY,EAAE;IACvD,GAAG,QAAQ,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC,EAAE,MAAM,EAAE,MAAM,EAAE,EAAE,EAAE,CAAC,aAAa,MAAM,MAAM,MAAM,EAAE,CAAC;CACnF,CAAA"}

package/dist/knowledge/command.d.ts

@@ -1,4 +1,4 @@
 import { type Streams } from "@wirecat/cli-base";
-import type { Command } from "commander";
+import { type Command } from "commander";
 export declare const knowledgeCommands: (program: Command, streams: Streams, env: NodeJS.ProcessEnv) => void;
 //# sourceMappingURL=command.d.ts.map

package/dist/knowledge/command.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"command.d.ts","sourceRoot":"","sources":["../../src/knowledge/command.ts"],"names":[],"mappings":"AAAA,OAAO,EAAY,KAAK,OAAO,EAAE,MAAM,mBAAmB,CAAA;AA4B1D,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,WAAW,CAAA;AAuCxC,eAAO,MAAM,iBAAiB,YAAa,OAAO,WAAW,OAAO,OAAO,MAAM,CAAC,UAAU,SA0d3F,CAAA"}
+{"version":3,"file":"command.d.ts","sourceRoot":"","sources":["../../src/knowledge/command.ts"],"names":[],"mappings":"AAAA,OAAO,EAAY,KAAK,OAAO,EAAE,MAAM,mBAAmB,CAAA;AA2C1D,OAAO,EAAE,KAAK,OAAO,EAAwB,MAAM,WAAW,CAAA;AA6E9D,eAAO,MAAM,iBAAiB,YAAa,OAAO,WAAW,OAAO,OAAO,MAAM,CAAC,UAAU,SAohB3F,CAAA"}

package/dist/knowledge/command.js

@@ -1,20 +1,25 @@
 import { CliError } from "@wirecat/cli-base";
 import { annotate } from "@wirecat/cli-base/commands";
 import { timezoneOf } from "@wirecat/cli-base/query";
-import { ENGAGEMENT_LEVELS } from "@wirecat/cli-core";
-import { answerEntity, LOCAL_READ, LOCAL_WRITE, listQuery, queryTerms, typedQuery, withQuery, } from "@wirecat/cli-core/cli";
-import { proposalRegistry, purposesOf } from "@wirecat/cli-core/services";
+import { DEAL_ROLES, ENGAGEMENT_LEVELS, ORGANIZATION_ROLES, PROJECT_ROLES, RELATION_KINDS, } from "@wirecat/cli-core";
+import { answerEntity, LOCAL_READ, LOCAL_WRITE, listQuery, queryTerms, termField, typedQuery, withQuery, } from "@wirecat/cli-core/cli";
+import { CATEGORIES, organizationContext, proposalRegistry, purposesOf, } from "@wirecat/cli-core/services";
 import { ORGANIZATION_KINDS, ORGANIZATIONS_QUERY, PROJECT_TYPES, PROJECTS_QUERY, REMINDERS_QUERY, SCOPES, } from "@wirecat/cli-core/store";
+import { InvalidArgumentError } from "commander";
 import { answers, itemAnswer, listAnswer, wholeList, withStore } from "../answer.js";
 import { byOption, deciderOf, reasonOption, whoRuns } from "../author.js";
 import { notesAbout } from "../notes/about.js";
 import { oneOf, positive, readScope, writeScope } from "../options.js";
 import { withOwner } from "../people/owner.js";
 import { decideOne, decisionOf } from "../review/review.js";
+import { deniedCrmKinds } from "../search/denied.js";
+import { groupScopeOf, keepInGroup } from "../store/group.js";
+import { lockedCoverage, stripped } from "../store/guard.js";
 import { ACCOUNTS_HELP, accountName, theAccounts, writeAccount, } from "../store/source-list.js";
 import { keyDocuments, markKey, projectOf, unmarkKey } from "./key-documents.js";
 import { KEY_DOCUMENTS_QUERY, keyDocument } from "./list-queries.js";
 import { meetingProjectsCommand } from "./meeting-projects-command.js";
+import { organizationText } from "./organization-text.js";
 import { projectActionsCommand } from "./project-actions-command.js";
 import { projectContext, projectContextText } from "./project-context.js";
 import { projectGatherCommand } from "./project-gather-command.js";
@@ -22,6 +27,34 @@ import { projectStatusCommand } from "./project-status-command.js";
 import { projectTransferCommand } from "./project-transfer-command.js";
 import { listRelationships, RELATIONSHIP_QUERY, relationshipsText } from "./relationships.js";
 import { relationshipsScanCommand, scanStep } from "./relationships-scan.js";
+import { relationshipRolesCommand } from "./roles-command.js";
+const ROLE_HELP = `its role: in an organization ${ORGANIZATION_ROLES.join(", ")}; in a project ${PROJECT_ROLES.join(", ")}; ` +
+    `on a deal or lead ${DEAL_ROLES.join(", ")}. A job title is not a role`;
+const ORGANIZATIONS_LIST_QUERY = {
+    ...ORGANIZATIONS_QUERY,
+    fields: [
+        ...ORGANIZATIONS_QUERY.fields,
+        termField("category", "enum", "category:client", {
+            values: CATEGORIES,
+            relation: "what its relationships with your own organizations, or yours with it, make it",
+        }),
+    ],
+};
+/** `category:` is read from relationships in the store's own query, so it is taken out of the list's words first. */
+const categoryOf = (words) => {
+    const named = words.map((word) => /^category:(.+)$/.exec(word)?.[1]);
+    const category = named.find((one) => one !== undefined);
+    return { ...(category === undefined ? {} : { category }), rest: words.filter((_, at) => named[at] === undefined) };
+};
+/** A day as `--start-date 2026-01-01` gives it: its start, UTC ms. */
+const dayOption = (value) => {
+    const at = Date.parse(`${value}T00:00:00Z`);
+    if (!/^\d{4}-\d{2}-\d{2}$/.test(value) || Number.isNaN(at))
+        throw new InvalidArgumentError("a day, such as 2026-01-01");
+    return at;
+};
+/** `--end-date` is the last day it held; cli-core's end is the moment after it. */
+const lastDayOption = (value) => dayOption(value) + 86_400_000;
 /** A suggested link the review lists as `link:<id>`; deciding it goes through the same registry as review. */
 const pendingLink = async (store, id) => {
     try {
@@ -41,20 +74,6 @@ export const knowledgeCommands = (program, streams, env) => {
     /** Organisations and relations are the owner's, not an account's. */
     const owned = (options, work) => run(options.json, async (store) => itemAnswer(await work(store)));
     const ownedList = (command, options, work) => run(options.json, async (store) => wholeList(command, await work(store)));
-    /** What the store knows around an organization or a project: its relations, the notes about it, its tags. */
-    const contextOf = async (store, thing, type, reference) => {
-        if (thing === undefined)
-            throw new CliError("not_found", `no ${type} ${reference}; memo ${type}s list shows them`);
-        const { id } = thing;
-        return {
-            [type]: thing,
-            relationships: (await store.notes.links({ to: `${type}:${id}` }))
-                .concat(await store.notes.links({ from: `${type}:${id}` }))
-                .filter((link) => link.kind !== "about" && link.kind !== "links-to" && link.role !== "key"),
-            notes: await notesAbout(store, { ref: `${type}:${id}` }),
-            tags: await store.knowledge.tags(null, { type, id }),
-        };
-    };
     const organizations = program
         .command("organizations")
         .description("companies, teams, families and communities of yours");
@@ -89,22 +108,51 @@ export const knowledgeCommands = (program, streams, env) => {
             throw new CliError("not_found", `no organization ${reference}; memo organizations list shows them`);
         return found;
     }));
-    withQuery(annotate(organizations.command("list"), { effects: LOCAL_READ }), ORGANIZATIONS_QUERY)
-        .description("your organizations")
+    withQuery(annotate(organizations.command("list"), { effects: LOCAL_READ }), ORGANIZATIONS_LIST_QUERY)
+        .description("your organizations; category:client, supplier, partner or employer keeps those its relationships make so")
+        .summary("your organizations")
         .option("--json", "print JSON; --json=id,title keeps only those fields")
         .action((words, options) => {
-        const query = listQuery(typedQuery(words), ORGANIZATIONS_QUERY, "organizations list");
-        return ownedList("organizations list", options, (store) => store.knowledge.organizations(query));
+        const { category, rest } = categoryOf(words);
+        const query = listQuery(typedQuery(rest), ORGANIZATIONS_QUERY, "organizations list");
+        return ownedList("organizations list", options, async (store) => {
+            const scope = await groupScopeOf(store, env);
+            const found = await store.knowledge.organizations(query, {
+                ...(category === undefined ? {} : { category }),
+                ...(scope === undefined ? {} : { accounts: scope.accounts }),
+            });
+            return keepInGroup(store, env, found, ({ ref }) => ref);
+        });
     });
-    annotate(organizations.command("context"), { effects: LOCAL_READ })
-        .description("one organization by its id or organization:<id>: its relationships, the notes about or linking it, and its tags")
-        .summary("one organization: its relationships, notes and tags")
+    annotate(organizations.command("context"), {
+        effects: LOCAL_READ,
+        output: { entity: "organization_context_memo" },
+    })
+        .description("one organization by its id or organization:<id>: its people by role, customers, suppliers and partners, " +
+        "projects, open deals and leads, invoices, payments and orders, how much its people wrote, open tasks and " +
+        "categories, each relationship with its standing; then the notes about it and its tags. `coverage` names " +
+        "what was not read")
+        .summary("one organization: people, customers, deals, money, tasks, notes")
         .argument("<organization>", "its id or organization:<id>")
+        .option("--limit <n>", "most items in each section", positive, 20)
         .option("--json", "print JSON; --json=id,title keeps only those fields")
-        .action((reference, options) => owned(options, async (store) => {
-        const wanted = reference.replace(/^organization:/, "");
-        return contextOf(store, (await store.knowledge.organizations()).find((organization) => organization.id === wanted), "organization", reference);
-    }));
+        .action(async (reference, options, command) => {
+        const answer = await withStore(env, async (store) => {
+            const scope = await groupScopeOf(store, env);
+            const found = await organizationContext(store, reference, {
+                limit: options.limit,
+                ...(scope === undefined ? {} : { accounts: scope.accounts }),
+                deniedKinds: deniedCrmKinds(command, env),
+            });
+            const ref = found.organization.ref;
+            return lockedCoverage(store, env, {
+                ...found,
+                notes: await notesAbout(store, { ref }),
+                tags: await store.knowledge.tags(null, { type: "organization", id: ref.slice("organization:".length) }),
+            });
+        });
+        print(options.json, itemAnswer(answer), organizationText(answer));
+    });
     const projects = program.command("projects").description("projects of yours, each with a short key");
     meetingProjectsCommand(projects, streams, env);
     annotate(projects.command("add"), { effects: LOCAL_WRITE, literal_after_dashes: true })
@@ -140,7 +188,7 @@ export const knowledgeCommands = (program, streams, env) => {
         .option("--json", "print JSON; --json=id,title keeps only those fields")
         .action(async (reference, options) => {
         const { context, next } = await withStore(env, async (store) => {
-            const context = await projectContext(store, env, reference);
+            const context = await stripped(store, env, await projectContext(store, env, reference));
             return { context, next: await scanStep(store, context.project, "all") };
         });
         print(options.json, itemAnswer(context, next.length ? { next } : {}), projectContextText(context));
@@ -181,17 +229,19 @@ export const knowledgeCommands = (program, streams, env) => {
         .command("relationships")
         .description("relations between people, organizations and projects; never between identities");
     byOption(annotate(relations.command("add"), { effects: LOCAL_WRITE })
-        .description("state that a person, organization or project belongs to or relates to another, or that a chat is a project's " +
-        "(member-of only); an agent's waits for you to confirm it")
+        .description("state that a person, organization or project belongs to, reports to, is a customer or partner of, or relates " +
+        "to another, or that a chat is a project's (member-of only); an agent's waits for you to confirm it")
         .summary("state that a person, organization, project or chat belongs or relates to another"))
         .argument("<from>", "the person:, organization: or project: that belongs or relates, or chat:<provider>/<account>/<chat> of a project")
         .argument("<to>", "the person:, organization: or project: it belongs or relates to")
         .option("--json", "print JSON; --json=id,title keeps only those fields")
-        .option("--kind <kind>", "member-of or related-to", "member-of")
-        .option("--role <role>", "the role it has there; a person's role in an organization or a project is one from its list, " +
-        "such as employee or contributor")
+        .option("--kind <kind>", RELATION_KINDS.join(", "), oneOf(RELATION_KINDS), "member-of")
+        .option("--role <role>", ROLE_HELP)
         .option("--role-note <text>", "what the role means here, in your words, beside a role from its list")
         .option("--engagement <level>", ENGAGEMENT_HELP, oneOf(ENGAGEMENT_LEVELS))
+        .option("--position <title>", "the job title, such as 'Procurement manager'; kept apart from the role")
+        .option("--start-date <date>", "the first day it held, such as 2026-01-01", dayOption)
+        .option("--end-date <date>", "the last day it held, included; it ends at the start of the day after", lastDayOption)
         .option("--reason <text>", "why you think so, in a sentence")
         .action(async (from, to, options, command) => {
         const by = await whoRuns(command, env, { asOwner: options.asOwner, question: "state it as yours?" });
@@ -203,6 +253,9 @@ export const knowledgeCommands = (program, streams, env) => {
                 ...(options.role === undefined ? {} : { role: options.role }),
                 ...(options.roleNote === undefined ? {} : { roleNote: options.roleNote }),
                 ...(options.engagement === undefined ? {} : { engagement: options.engagement }),
+                ...(options.position === undefined ? {} : { position: options.position }),
+                ...(options.startDate === undefined ? {} : { startsAt: options.startDate }),
+                ...(options.endDate === undefined ? {} : { endsAt: options.endDate }),
                 ...(options.reason === undefined ? {} : { evidence: options.reason }),
             };
             return by === "owner"
@@ -214,19 +267,37 @@ export const knowledgeCommands = (program, streams, env) => {
         .description("relationships, all or those of one reference, with titles; confirmed:false lists the proposals waiting for " +
         "you, as memo review kind:relationship does")
         .summary("relationships with titles; confirmed:false lists those waiting for you"), RELATIONSHIP_QUERY)
+        .option("--limit <n>", "most relationships, up to 500", (value) => Math.min(positive(value), 500), 100)
+        .option("--page <n>", "which page, from 1", positive, 1)
         .option("--json", "print JSON; --json=id,title keeps only those fields")
-        .action(async (words, options) => {
-        const found = await withStore(env, (store) => listRelationships(store, words));
-        print(options.json, listAnswer("relationships list", { items: found.items, limit: found.limit, has_more: found.hasMore }), relationshipsText(found.items));
+        .action(async (words, options, command) => {
+        const found = await withStore(env, async (store) => {
+            const scope = await groupScopeOf(store, env);
+            return listRelationships(store, env, words, {
+                limit: options.limit,
+                page: options.page,
+                ...(scope === undefined ? {} : { accounts: scope.accounts }),
+                deniedKinds: deniedCrmKinds(command, env),
+            });
+        });
+        print(options.json, listAnswer("relationships list", {
+            items: found.items,
+            limit: found.limit,
+            has_more: found.hasMore,
+            page: found.page,
+            args: { query: words.join(" ") },
+        }), relationshipsText(found.items));
     });
     byOption(annotate(relations.command("update"), { effects: LOCAL_WRITE })
         .description("set what a relationship is: its role and a note beside it, how much you deal with a person on a project, or " +
         "what a chat is for in a project (work, sales, support, other); an agent's change waits for you in memo review")
         .summary("set a relationship's role, engagement or a chat's purpose in a project")
         .argument("<id>", "the relationship's id, as relationships list gives it")
-        .option("--role <role>", "the role it has there, from the same list as relationships add; an empty value clears it")
+        .option("--role <role>", `${ROLE_HELP}; an empty value clears it`)
         .option("--role-note <text>", "what the role means here, in your words; an empty value clears it")
         .option("--engagement <level>", `${ENGAGEMENT_HELP}; an empty value clears it`, (value) => value === "" ? "" : oneOf(ENGAGEMENT_LEVELS)(value))
+        .option("--position <title>", "the job title; an empty value clears it")
+        .option("--start-date <date>", "the first day it held, such as 2026-01-01", dayOption)
         .option("--purpose <purpose>", "what the chat is for in the project: work, sales, support or other")
         .option("--reason <text>", "why, in a sentence")
         .option("--json", "print JSON; --json=id,title keeps only those fields")).action(async (id, options, command) => {
@@ -235,12 +306,14 @@ export const knowledgeCommands = (program, streams, env) => {
             ...(options.role === undefined ? {} : { role: cleared(options.role) }),
             ...(options.roleNote === undefined ? {} : { roleNote: cleared(options.roleNote) }),
             ...(options.engagement === undefined ? {} : { engagement: cleared(options.engagement) }),
+            ...(options.position === undefined ? {} : { position: cleared(options.position) }),
+            ...(options.startDate === undefined ? {} : { startsAt: options.startDate }),
             ...(options.purpose === undefined ? {} : { purpose: options.purpose }),
         };
         const by = await whoRuns(command, env, { asOwner: options.asOwner, question: `change relationship ${id}?` });
-        return owned(options, (store) => {
-            if (!Object.keys(change).length)
-                throw new CliError("validation_error", "say what to change: --role, --role-note, --engagement or --purpose", {
+        return owned(options, async (store) => {
+            if (Object.keys(change).length === 0)
+                throw new CliError("validation_error", "say what to change: --role, --role-note, --engagement, --position, --start-date or --purpose", {
                     reason: "input.invalid",
                     param: "--purpose",
                 });
@@ -273,12 +346,28 @@ export const knowledgeCommands = (program, streams, env) => {
                     return name === "remove"
                         ? store.knowledge.removeRelation(null, id, by)
                         : store.knowledge.confirmRelation(null, id, by);
-                await decideOne(store, suggestion.id, decisionOf(name === "confirm", by, options.reason));
+                await decideOne(store, env, suggestion.id, decisionOf(name === "confirm", by, options.reason));
                 if (name === "remove")
                     return { id, removed: true };
                 return (await store.knowledge.relations(null, suggestion.subject)).find((one) => one.id === id);
             });
         });
+    byOption(annotate(relations.command("end"), { effects: LOCAL_WRITE })
+        .description("say that a relationship no longer holds, from a day on; it stays, as ended, and relationships list " +
+        "include:ended shows it. An agent's waits for you in memo review")
+        .summary("say that a relationship ended")
+        .argument("<id>", "the relationship's id, as relationships list gives it")
+        .option("--end-date <date>", "the last day it held, included; it ends at the start of the day after. Today when left out", lastDayOption)
+        .option("--json", "print JSON; --json=id,title keeps only those fields")).action(async (id, options, command) => {
+        const by = await whoRuns(command, env, { asOwner: options.asOwner, question: `end relationship ${id}?` });
+        const at = options.endDate ?? Date.now();
+        return owned(options, async (store) => {
+            return by === "owner"
+                ? store.knowledge.endRelation(null, id, at, by)
+                : store.knowledge.endRelation(null, id, at, by);
+        });
+    });
+    relationshipRolesCommand(relations, { print }, env);
     relationshipsScanCommand(relations, print, env, warn);
     const reminders = program
         .command("reminders")