digital-tools 2.0.1

package/src/entities/crm.ts

@@ -0,0 +1,1481 @@
+/**
+ * CRM/Sales Entity Types (Nouns)
+ *
+ * Semantic type definitions for Customer Relationship Management and Sales tools.
+ * Each entity defines properties, relationships, actions (Verbs), and events that
+ * can be used by both remote human workers AND AI agents.
+ *
+ * @packageDocumentation
+ */
+
+import type { Noun, NounProperty, NounRelationship, Verb } from 'ai-database'
+
+// =============================================================================
+// Lead Management
+// =============================================================================
+
+/**
+ * Lead entity
+ *
+ * Represents a potential customer/sales opportunity that has not yet been qualified
+ */
+export const Lead: Noun = {
+  singular: 'lead',
+  plural: 'leads',
+  description: 'A potential customer or sales opportunity',
+
+  properties: {
+    // Identity
+    firstName: {
+      type: 'string',
+      description: 'Lead first name',
+    },
+    lastName: {
+      type: 'string',
+      description: 'Lead last name',
+    },
+    fullName: {
+      type: 'string',
+      optional: true,
+      description: 'Full name (computed or provided)',
+    },
+    title: {
+      type: 'string',
+      optional: true,
+      description: 'Job title',
+    },
+
+    // Contact Information
+    email: {
+      type: 'string',
+      optional: true,
+      description: 'Primary email address',
+    },
+    phone: {
+      type: 'string',
+      optional: true,
+      description: 'Primary phone number',
+    },
+    mobile: {
+      type: 'string',
+      optional: true,
+      description: 'Mobile phone number',
+    },
+    website: {
+      type: 'url',
+      optional: true,
+      description: 'Personal or company website',
+    },
+
+    // Company Information
+    company: {
+      type: 'string',
+      optional: true,
+      description: 'Company name',
+    },
+    industry: {
+      type: 'string',
+      optional: true,
+      description: 'Industry or vertical',
+    },
+    companySize: {
+      type: 'string',
+      optional: true,
+      description: 'Company size range (e.g., 1-10, 11-50, 51-200)',
+      examples: ['1-10', '11-50', '51-200', '201-500', '501-1000', '1000+'],
+    },
+    revenue: {
+      type: 'number',
+      optional: true,
+      description: 'Annual revenue in USD',
+    },
+
+    // Address
+    street: {
+      type: 'string',
+      optional: true,
+      description: 'Street address',
+    },
+    city: {
+      type: 'string',
+      optional: true,
+      description: 'City',
+    },
+    state: {
+      type: 'string',
+      optional: true,
+      description: 'State or province',
+    },
+    postalCode: {
+      type: 'string',
+      optional: true,
+      description: 'ZIP or postal code',
+    },
+    country: {
+      type: 'string',
+      optional: true,
+      description: 'Country',
+    },
+
+    // Lead Qualification
+    status: {
+      type: 'string',
+      description: 'Lead status: new, contacted, qualified, unqualified, converted, lost',
+      examples: ['new', 'contacted', 'qualified', 'unqualified', 'converted', 'lost'],
+    },
+    source: {
+      type: 'string',
+      optional: true,
+      description: 'Lead source: website, referral, advertisement, event, social, cold-call, partner',
+      examples: ['website', 'referral', 'advertisement', 'event', 'social', 'cold-call', 'partner', 'imported'],
+    },
+    score: {
+      type: 'number',
+      optional: true,
+      description: 'Lead score (0-100) indicating likelihood to convert',
+    },
+    rating: {
+      type: 'string',
+      optional: true,
+      description: 'Lead quality rating: hot, warm, cold',
+      examples: ['hot', 'warm', 'cold'],
+    },
+
+    // Context
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Notes or description about the lead',
+    },
+    notes: {
+      type: 'string',
+      optional: true,
+      description: 'Additional notes',
+    },
+    tags: {
+      type: 'string',
+      array: true,
+      optional: true,
+      description: 'Tags for categorization',
+    },
+
+    // Campaign
+    campaign: {
+      type: 'string',
+      optional: true,
+      description: 'Marketing campaign that generated this lead',
+    },
+    referredBy: {
+      type: 'string',
+      optional: true,
+      description: 'Who referred this lead',
+    },
+
+    // Tracking
+    lastContactedAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the lead was last contacted',
+    },
+    convertedAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the lead was converted to an account/opportunity',
+    },
+  },
+
+  relationships: {
+    owner: {
+      type: 'Contact',
+      description: 'Sales rep or user who owns this lead',
+    },
+    activities: {
+      type: 'Activity[]',
+      backref: 'lead',
+      description: 'Activities associated with this lead',
+    },
+    convertedAccount: {
+      type: 'Account',
+      required: false,
+      description: 'Account created when lead was converted',
+    },
+    convertedDeal: {
+      type: 'Deal',
+      required: false,
+      description: 'Deal/opportunity created when lead was converted',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'qualify',
+    'disqualify',
+    'convert',
+    'assign',
+    'contact',
+    'score',
+    'merge',
+    'import',
+    'export',
+    'tag',
+    'untag',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'qualified',
+    'disqualified',
+    'converted',
+    'assigned',
+    'contacted',
+    'scored',
+    'merged',
+    'imported',
+    'exported',
+    'tagged',
+  ],
+}
+
+// =============================================================================
+// Deal/Opportunity Management
+// =============================================================================
+
+/**
+ * Deal entity (also known as Opportunity in some CRMs)
+ *
+ * Represents a qualified sales opportunity with revenue potential
+ */
+export const Deal: Noun = {
+  singular: 'deal',
+  plural: 'deals',
+  description: 'A sales opportunity or deal in progress',
+
+  properties: {
+    // Identity
+    name: {
+      type: 'string',
+      description: 'Deal name or title',
+    },
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Description of the opportunity',
+    },
+
+    // Financial
+    value: {
+      type: 'number',
+      description: 'Deal value or amount in USD',
+    },
+    currency: {
+      type: 'string',
+      optional: true,
+      description: 'Currency code (ISO 4217)',
+      examples: ['USD', 'EUR', 'GBP', 'CAD', 'AUD'],
+    },
+    expectedRevenue: {
+      type: 'number',
+      optional: true,
+      description: 'Expected revenue (value * probability)',
+    },
+
+    // Deal Stage & Status
+    stage: {
+      type: 'string',
+      description: 'Current pipeline stage',
+      examples: ['prospecting', 'qualification', 'proposal', 'negotiation', 'closed-won', 'closed-lost'],
+    },
+    probability: {
+      type: 'number',
+      optional: true,
+      description: 'Win probability percentage (0-100)',
+    },
+    status: {
+      type: 'string',
+      description: 'Deal status: open, won, lost, abandoned',
+      examples: ['open', 'won', 'lost', 'abandoned'],
+    },
+
+    // Dates
+    closeDate: {
+      type: 'date',
+      optional: true,
+      description: 'Expected or actual close date',
+    },
+    closedAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the deal was closed',
+    },
+    lastActivityAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'Last activity timestamp',
+    },
+
+    // Context
+    source: {
+      type: 'string',
+      optional: true,
+      description: 'How the opportunity was sourced',
+      examples: ['inbound', 'outbound', 'referral', 'partner', 'marketing'],
+    },
+    type: {
+      type: 'string',
+      optional: true,
+      description: 'Deal type: new-business, upsell, renewal, cross-sell',
+      examples: ['new-business', 'upsell', 'renewal', 'cross-sell'],
+    },
+    priority: {
+      type: 'string',
+      optional: true,
+      description: 'Deal priority: low, medium, high, critical',
+      examples: ['low', 'medium', 'high', 'critical'],
+    },
+
+    // Loss/Win Analysis
+    lostReason: {
+      type: 'string',
+      optional: true,
+      description: 'Reason why deal was lost',
+      examples: ['price', 'competition', 'timing', 'no-decision', 'product-fit'],
+    },
+    competitorName: {
+      type: 'string',
+      optional: true,
+      description: 'Competitor involved in the deal',
+    },
+
+    // Notes
+    notes: {
+      type: 'string',
+      optional: true,
+      description: 'Notes about the deal',
+    },
+    tags: {
+      type: 'string',
+      array: true,
+      optional: true,
+      description: 'Tags for categorization',
+    },
+  },
+
+  relationships: {
+    account: {
+      type: 'Account',
+      backref: 'deals',
+      description: 'The account/company this deal is with',
+    },
+    owner: {
+      type: 'Contact',
+      description: 'Sales rep who owns this deal',
+    },
+    pipeline: {
+      type: 'Pipeline',
+      backref: 'deals',
+      description: 'Sales pipeline this deal belongs to',
+    },
+    currentStage: {
+      type: 'Stage',
+      description: 'Current pipeline stage',
+    },
+    contacts: {
+      type: 'Contact[]',
+      description: 'Contacts involved in this deal',
+    },
+    activities: {
+      type: 'Activity[]',
+      backref: 'deal',
+      description: 'Activities related to this deal',
+    },
+    quotes: {
+      type: 'Quote[]',
+      backref: 'deal',
+      description: 'Quotes/proposals sent for this deal',
+    },
+    products: {
+      type: 'Product[]',
+      description: 'Products included in this deal',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'advance',
+    'moveToStage',
+    'win',
+    'lose',
+    'abandon',
+    'reopen',
+    'clone',
+    'assign',
+    'addContact',
+    'removeContact',
+    'addProduct',
+    'removeProduct',
+    'createQuote',
+    'logActivity',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'advanced',
+    'stageChanged',
+    'won',
+    'lost',
+    'abandoned',
+    'reopened',
+    'cloned',
+    'assigned',
+    'contactAdded',
+    'contactRemoved',
+    'productAdded',
+    'productRemoved',
+    'quoteCreated',
+    'activityLogged',
+  ],
+}
+
+// =============================================================================
+// Account Management
+// =============================================================================
+
+/**
+ * Account entity
+ *
+ * Represents a company or organization (customer or prospect)
+ */
+export const Account: Noun = {
+  singular: 'account',
+  plural: 'accounts',
+  description: 'A company or organization account',
+
+  properties: {
+    // Identity
+    name: {
+      type: 'string',
+      description: 'Account/company name',
+    },
+    legalName: {
+      type: 'string',
+      optional: true,
+      description: 'Legal business name',
+    },
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Description of the account',
+    },
+
+    // Company Information
+    industry: {
+      type: 'string',
+      optional: true,
+      description: 'Industry or vertical',
+    },
+    website: {
+      type: 'url',
+      optional: true,
+      description: 'Company website',
+    },
+    employeeCount: {
+      type: 'number',
+      optional: true,
+      description: 'Number of employees',
+    },
+    revenue: {
+      type: 'number',
+      optional: true,
+      description: 'Annual revenue in USD',
+    },
+
+    // Contact Information
+    phone: {
+      type: 'string',
+      optional: true,
+      description: 'Main phone number',
+    },
+    email: {
+      type: 'string',
+      optional: true,
+      description: 'General contact email',
+    },
+
+    // Address
+    billingStreet: {
+      type: 'string',
+      optional: true,
+      description: 'Billing street address',
+    },
+    billingCity: {
+      type: 'string',
+      optional: true,
+      description: 'Billing city',
+    },
+    billingState: {
+      type: 'string',
+      optional: true,
+      description: 'Billing state/province',
+    },
+    billingPostalCode: {
+      type: 'string',
+      optional: true,
+      description: 'Billing ZIP/postal code',
+    },
+    billingCountry: {
+      type: 'string',
+      optional: true,
+      description: 'Billing country',
+    },
+    shippingStreet: {
+      type: 'string',
+      optional: true,
+      description: 'Shipping street address',
+    },
+    shippingCity: {
+      type: 'string',
+      optional: true,
+      description: 'Shipping city',
+    },
+    shippingState: {
+      type: 'string',
+      optional: true,
+      description: 'Shipping state/province',
+    },
+    shippingPostalCode: {
+      type: 'string',
+      optional: true,
+      description: 'Shipping ZIP/postal code',
+    },
+    shippingCountry: {
+      type: 'string',
+      optional: true,
+      description: 'Shipping country',
+    },
+
+    // Account Status
+    type: {
+      type: 'string',
+      optional: true,
+      description: 'Account type: prospect, customer, partner, competitor, other',
+      examples: ['prospect', 'customer', 'partner', 'competitor', 'other'],
+    },
+    status: {
+      type: 'string',
+      optional: true,
+      description: 'Account status: active, inactive, suspended, churned',
+      examples: ['active', 'inactive', 'suspended', 'churned'],
+    },
+    priority: {
+      type: 'string',
+      optional: true,
+      description: 'Account priority: low, medium, high, strategic',
+      examples: ['low', 'medium', 'high', 'strategic'],
+    },
+    tier: {
+      type: 'string',
+      optional: true,
+      description: 'Customer tier: bronze, silver, gold, platinum',
+      examples: ['bronze', 'silver', 'gold', 'platinum'],
+    },
+
+    // Financials
+    lifetime_value: {
+      type: 'number',
+      optional: true,
+      description: 'Total lifetime value of the account',
+    },
+    totalRevenue: {
+      type: 'number',
+      optional: true,
+      description: 'Total revenue from this account',
+    },
+
+    // Metadata
+    notes: {
+      type: 'string',
+      optional: true,
+      description: 'Notes about the account',
+    },
+    tags: {
+      type: 'string',
+      array: true,
+      optional: true,
+      description: 'Tags for categorization',
+    },
+
+    // Tracking
+    lastContactedAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'Last contact timestamp',
+    },
+    customerSince: {
+      type: 'date',
+      optional: true,
+      description: 'Date became a customer',
+    },
+  },
+
+  relationships: {
+    owner: {
+      type: 'Contact',
+      description: 'Account owner (sales rep or CSM)',
+    },
+    parentAccount: {
+      type: 'Account',
+      required: false,
+      description: 'Parent account if this is a subsidiary',
+    },
+    childAccounts: {
+      type: 'Account[]',
+      description: 'Subsidiary accounts',
+    },
+    contacts: {
+      type: 'Contact[]',
+      backref: 'account',
+      description: 'Contacts at this account',
+    },
+    deals: {
+      type: 'Deal[]',
+      backref: 'account',
+      description: 'Deals/opportunities with this account',
+    },
+    activities: {
+      type: 'Activity[]',
+      backref: 'account',
+      description: 'Activities related to this account',
+    },
+    quotes: {
+      type: 'Quote[]',
+      backref: 'account',
+      description: 'Quotes sent to this account',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'merge',
+    'activate',
+    'deactivate',
+    'suspend',
+    'assign',
+    'addContact',
+    'removeContact',
+    'createDeal',
+    'createQuote',
+    'logActivity',
+    'upgrade',
+    'downgrade',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'merged',
+    'activated',
+    'deactivated',
+    'suspended',
+    'assigned',
+    'contactAdded',
+    'contactRemoved',
+    'dealCreated',
+    'quoteCreated',
+    'activityLogged',
+    'upgraded',
+    'downgraded',
+  ],
+}
+
+// =============================================================================
+// Pipeline & Stage Management
+// =============================================================================
+
+/**
+ * Pipeline entity
+ *
+ * Represents a sales pipeline with defined stages
+ */
+export const Pipeline: Noun = {
+  singular: 'pipeline',
+  plural: 'pipelines',
+  description: 'A sales pipeline with defined stages',
+
+  properties: {
+    name: {
+      type: 'string',
+      description: 'Pipeline name',
+    },
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Description of the pipeline',
+    },
+    type: {
+      type: 'string',
+      optional: true,
+      description: 'Pipeline type: sales, partnership, renewal',
+      examples: ['sales', 'partnership', 'renewal'],
+    },
+    isDefault: {
+      type: 'boolean',
+      optional: true,
+      description: 'Whether this is the default pipeline',
+    },
+    isActive: {
+      type: 'boolean',
+      optional: true,
+      description: 'Whether this pipeline is active',
+    },
+    stageCount: {
+      type: 'number',
+      optional: true,
+      description: 'Number of stages in the pipeline',
+    },
+    totalValue: {
+      type: 'number',
+      optional: true,
+      description: 'Total value of all deals in this pipeline',
+    },
+    dealCount: {
+      type: 'number',
+      optional: true,
+      description: 'Number of deals in this pipeline',
+    },
+  },
+
+  relationships: {
+    stages: {
+      type: 'Stage[]',
+      backref: 'pipeline',
+      description: 'Stages in this pipeline',
+    },
+    deals: {
+      type: 'Deal[]',
+      backref: 'pipeline',
+      description: 'Deals in this pipeline',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'activate',
+    'deactivate',
+    'setDefault',
+    'addStage',
+    'removeStage',
+    'reorderStages',
+    'clone',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'activated',
+    'deactivated',
+    'setAsDefault',
+    'stageAdded',
+    'stageRemoved',
+    'stagesReordered',
+    'cloned',
+  ],
+}
+
+/**
+ * Stage entity
+ *
+ * Represents a stage within a sales pipeline
+ */
+export const Stage: Noun = {
+  singular: 'stage',
+  plural: 'stages',
+  description: 'A stage in a sales pipeline',
+
+  properties: {
+    name: {
+      type: 'string',
+      description: 'Stage name',
+      examples: ['Prospecting', 'Qualification', 'Proposal', 'Negotiation', 'Closed Won', 'Closed Lost'],
+    },
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Description of what this stage represents',
+    },
+    order: {
+      type: 'number',
+      description: 'Display order in the pipeline (0-indexed)',
+    },
+    probability: {
+      type: 'number',
+      optional: true,
+      description: 'Default win probability for deals in this stage (0-100)',
+    },
+    type: {
+      type: 'string',
+      description: 'Stage type: open, won, lost',
+      examples: ['open', 'won', 'lost'],
+    },
+    rottenDays: {
+      type: 'number',
+      optional: true,
+      description: 'Number of days before deals in this stage are considered stale',
+    },
+    color: {
+      type: 'string',
+      optional: true,
+      description: 'Display color for the stage (hex code)',
+    },
+    dealCount: {
+      type: 'number',
+      optional: true,
+      description: 'Number of deals currently in this stage',
+    },
+    totalValue: {
+      type: 'number',
+      optional: true,
+      description: 'Total value of deals in this stage',
+    },
+  },
+
+  relationships: {
+    pipeline: {
+      type: 'Pipeline',
+      backref: 'stages',
+      description: 'Pipeline this stage belongs to',
+    },
+    deals: {
+      type: 'Deal[]',
+      description: 'Deals currently in this stage',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'reorder',
+    'moveDeals',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'reordered',
+    'dealsMoved',
+  ],
+}
+
+// =============================================================================
+// Activity Management
+// =============================================================================
+
+/**
+ * Activity entity
+ *
+ * Represents a CRM activity (call, email, meeting, note, task)
+ */
+export const Activity: Noun = {
+  singular: 'activity',
+  plural: 'activities',
+  description: 'A CRM activity such as a call, email, meeting, or note',
+
+  properties: {
+    // Activity Details
+    type: {
+      type: 'string',
+      description: 'Activity type: call, email, meeting, task, note, demo, lunch, other',
+      examples: ['call', 'email', 'meeting', 'task', 'note', 'demo', 'lunch', 'other'],
+    },
+    subject: {
+      type: 'string',
+      description: 'Activity subject or title',
+    },
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Detailed description or notes',
+    },
+
+    // Status
+    status: {
+      type: 'string',
+      optional: true,
+      description: 'Activity status: scheduled, completed, canceled, no-show',
+      examples: ['scheduled', 'completed', 'canceled', 'no-show'],
+    },
+    outcome: {
+      type: 'string',
+      optional: true,
+      description: 'Activity outcome: successful, unsuccessful, left-voicemail, no-answer',
+      examples: ['successful', 'unsuccessful', 'left-voicemail', 'no-answer', 'busy'],
+    },
+
+    // Timing
+    scheduledAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the activity is scheduled',
+    },
+    completedAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the activity was completed',
+    },
+    dueAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the activity is due (for tasks)',
+    },
+    duration: {
+      type: 'number',
+      optional: true,
+      description: 'Duration in minutes',
+    },
+
+    // Priority
+    priority: {
+      type: 'string',
+      optional: true,
+      description: 'Priority: low, medium, high',
+      examples: ['low', 'medium', 'high'],
+    },
+
+    // Context
+    direction: {
+      type: 'string',
+      optional: true,
+      description: 'For calls/emails: inbound, outbound',
+      examples: ['inbound', 'outbound'],
+    },
+    location: {
+      type: 'string',
+      optional: true,
+      description: 'Meeting location or phone number',
+    },
+
+    // Flags
+    isPrivate: {
+      type: 'boolean',
+      optional: true,
+      description: 'Whether the activity is private',
+    },
+    isArchived: {
+      type: 'boolean',
+      optional: true,
+      description: 'Whether the activity is archived',
+    },
+  },
+
+  relationships: {
+    owner: {
+      type: 'Contact',
+      description: 'Person who owns/created this activity',
+    },
+    lead: {
+      type: 'Lead',
+      required: false,
+      backref: 'activities',
+      description: 'Lead associated with this activity',
+    },
+    deal: {
+      type: 'Deal',
+      required: false,
+      backref: 'activities',
+      description: 'Deal associated with this activity',
+    },
+    account: {
+      type: 'Account',
+      required: false,
+      backref: 'activities',
+      description: 'Account associated with this activity',
+    },
+    contacts: {
+      type: 'Contact[]',
+      description: 'Contacts involved in this activity',
+    },
+    attendees: {
+      type: 'Contact[]',
+      description: 'Meeting attendees',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'complete',
+    'schedule',
+    'reschedule',
+    'cancel',
+    'archive',
+    'unarchive',
+    'addAttendee',
+    'removeAttendee',
+    'log',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'completed',
+    'scheduled',
+    'rescheduled',
+    'canceled',
+    'archived',
+    'unarchived',
+    'attendeeAdded',
+    'attendeeRemoved',
+    'logged',
+  ],
+}
+
+// =============================================================================
+// Quote & Product Management
+// =============================================================================
+
+/**
+ * Quote entity
+ *
+ * Represents a sales quote or proposal with line items
+ */
+export const Quote: Noun = {
+  singular: 'quote',
+  plural: 'quotes',
+  description: 'A sales quote or proposal',
+
+  properties: {
+    // Identity
+    name: {
+      type: 'string',
+      description: 'Quote name or title',
+    },
+    quoteNumber: {
+      type: 'string',
+      optional: true,
+      description: 'Unique quote number',
+    },
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Quote description',
+    },
+
+    // Status
+    status: {
+      type: 'string',
+      description: 'Quote status: draft, sent, viewed, accepted, rejected, expired',
+      examples: ['draft', 'sent', 'viewed', 'accepted', 'rejected', 'expired'],
+    },
+
+    // Financials
+    subtotal: {
+      type: 'number',
+      description: 'Subtotal before tax and discount',
+    },
+    discount: {
+      type: 'number',
+      optional: true,
+      description: 'Discount amount',
+    },
+    discountPercent: {
+      type: 'number',
+      optional: true,
+      description: 'Discount percentage',
+    },
+    tax: {
+      type: 'number',
+      optional: true,
+      description: 'Tax amount',
+    },
+    taxPercent: {
+      type: 'number',
+      optional: true,
+      description: 'Tax percentage',
+    },
+    total: {
+      type: 'number',
+      description: 'Total amount',
+    },
+    currency: {
+      type: 'string',
+      optional: true,
+      description: 'Currency code (ISO 4217)',
+      examples: ['USD', 'EUR', 'GBP', 'CAD', 'AUD'],
+    },
+
+    // Terms
+    validUntil: {
+      type: 'date',
+      optional: true,
+      description: 'Quote expiration date',
+    },
+    terms: {
+      type: 'string',
+      optional: true,
+      description: 'Terms and conditions',
+    },
+    paymentTerms: {
+      type: 'string',
+      optional: true,
+      description: 'Payment terms: net-30, net-60, due-on-receipt',
+      examples: ['net-30', 'net-60', 'net-90', 'due-on-receipt'],
+    },
+
+    // Tracking
+    sentAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the quote was sent',
+    },
+    viewedAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the quote was first viewed',
+    },
+    acceptedAt: {
+      type: 'datetime',
+      optional: true,
+      description: 'When the quote was accepted',
+    },
+
+    // Document
+    documentUrl: {
+      type: 'url',
+      optional: true,
+      description: 'URL to the quote document (PDF)',
+    },
+    publicUrl: {
+      type: 'url',
+      optional: true,
+      description: 'Public URL for customer to view quote',
+    },
+
+    // Notes
+    notes: {
+      type: 'string',
+      optional: true,
+      description: 'Internal notes about the quote',
+    },
+  },
+
+  relationships: {
+    deal: {
+      type: 'Deal',
+      required: false,
+      backref: 'quotes',
+      description: 'Deal this quote is for',
+    },
+    account: {
+      type: 'Account',
+      required: false,
+      backref: 'quotes',
+      description: 'Account receiving this quote',
+    },
+    owner: {
+      type: 'Contact',
+      description: 'Sales rep who created the quote',
+    },
+    lineItems: {
+      type: 'QuoteLineItem[]',
+      backref: 'quote',
+      description: 'Line items in this quote',
+    },
+    contact: {
+      type: 'Contact',
+      required: false,
+      description: 'Primary contact for this quote',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'send',
+    'resend',
+    'accept',
+    'reject',
+    'expire',
+    'clone',
+    'generatePdf',
+    'addLineItem',
+    'removeLineItem',
+    'applyDiscount',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'sent',
+    'resent',
+    'viewed',
+    'accepted',
+    'rejected',
+    'expired',
+    'cloned',
+    'pdfGenerated',
+    'lineItemAdded',
+    'lineItemRemoved',
+    'discountApplied',
+  ],
+}
+
+/**
+ * QuoteLineItem entity
+ *
+ * Represents a single line item on a quote
+ */
+export const QuoteLineItem: Noun = {
+  singular: 'quote line item',
+  plural: 'quote line items',
+  description: 'A line item on a sales quote',
+
+  properties: {
+    description: {
+      type: 'string',
+      description: 'Item description',
+    },
+    quantity: {
+      type: 'number',
+      description: 'Quantity',
+    },
+    unitPrice: {
+      type: 'number',
+      description: 'Price per unit',
+    },
+    discount: {
+      type: 'number',
+      optional: true,
+      description: 'Discount amount per unit',
+    },
+    discountPercent: {
+      type: 'number',
+      optional: true,
+      description: 'Discount percentage',
+    },
+    total: {
+      type: 'number',
+      description: 'Total line item amount (quantity * unitPrice - discount)',
+    },
+    order: {
+      type: 'number',
+      optional: true,
+      description: 'Display order',
+    },
+  },
+
+  relationships: {
+    quote: {
+      type: 'Quote',
+      backref: 'lineItems',
+      description: 'Quote this line item belongs to',
+    },
+    product: {
+      type: 'Product',
+      required: false,
+      description: 'Product being sold (if applicable)',
+    },
+  },
+
+  actions: ['create', 'update', 'delete', 'reorder'],
+
+  events: ['created', 'updated', 'deleted', 'reordered'],
+}
+
+/**
+ * Product entity
+ *
+ * Represents a product or service that can be sold
+ */
+export const Product: Noun = {
+  singular: 'product',
+  plural: 'products',
+  description: 'A product or service that can be sold',
+
+  properties: {
+    // Identity
+    name: {
+      type: 'string',
+      description: 'Product name',
+    },
+    sku: {
+      type: 'string',
+      optional: true,
+      description: 'Stock keeping unit (SKU)',
+    },
+    code: {
+      type: 'string',
+      optional: true,
+      description: 'Product code',
+    },
+    description: {
+      type: 'string',
+      optional: true,
+      description: 'Product description',
+    },
+
+    // Categorization
+    category: {
+      type: 'string',
+      optional: true,
+      description: 'Product category',
+    },
+    type: {
+      type: 'string',
+      optional: true,
+      description: 'Product type: physical, service, subscription, digital',
+      examples: ['physical', 'service', 'subscription', 'digital'],
+    },
+
+    // Pricing
+    price: {
+      type: 'number',
+      description: 'Base price',
+    },
+    cost: {
+      type: 'number',
+      optional: true,
+      description: 'Cost of goods sold',
+    },
+    currency: {
+      type: 'string',
+      optional: true,
+      description: 'Currency code (ISO 4217)',
+      examples: ['USD', 'EUR', 'GBP', 'CAD', 'AUD'],
+    },
+    priceUnit: {
+      type: 'string',
+      optional: true,
+      description: 'Pricing unit: unit, hour, day, month, year',
+      examples: ['unit', 'hour', 'day', 'month', 'year'],
+    },
+
+    // Status
+    isActive: {
+      type: 'boolean',
+      optional: true,
+      description: 'Whether the product is active/available',
+    },
+    isRecurring: {
+      type: 'boolean',
+      optional: true,
+      description: 'Whether this is a recurring/subscription product',
+    },
+    isTaxable: {
+      type: 'boolean',
+      optional: true,
+      description: 'Whether the product is taxable',
+    },
+
+    // Inventory (if applicable)
+    stock: {
+      type: 'number',
+      optional: true,
+      description: 'Current stock quantity',
+    },
+    reorderPoint: {
+      type: 'number',
+      optional: true,
+      description: 'Inventory level triggering reorder',
+    },
+
+    // Metadata
+    tags: {
+      type: 'string',
+      array: true,
+      optional: true,
+      description: 'Product tags',
+    },
+    imageUrl: {
+      type: 'url',
+      optional: true,
+      description: 'Product image URL',
+    },
+  },
+
+  relationships: {
+    deals: {
+      type: 'Deal[]',
+      description: 'Deals including this product',
+    },
+  },
+
+  actions: [
+    'create',
+    'update',
+    'delete',
+    'activate',
+    'deactivate',
+    'adjustPrice',
+    'updateStock',
+    'reorder',
+  ],
+
+  events: [
+    'created',
+    'updated',
+    'deleted',
+    'activated',
+    'deactivated',
+    'priceAdjusted',
+    'stockUpdated',
+    'reordered',
+  ],
+}
+
+// =============================================================================
+// Export all CRM entities
+// =============================================================================
+
+/**
+ * All CRM/Sales entity types
+ */
+export const CRMEntities = {
+  // Core Entities
+  Lead,
+  Deal,
+  Account,
+
+  // Pipeline
+  Pipeline,
+  Stage,
+
+  // Activities
+  Activity,
+
+  // Quotes & Products
+  Quote,
+  QuoteLineItem,
+  Product,
+}
+
+/**
+ * CRM Entity categories for organization
+ */
+export const CRMCategories = {
+  leads: ['Lead'],
+  opportunities: ['Deal'],
+  accounts: ['Account'],
+  pipeline: ['Pipeline', 'Stage'],
+  activities: ['Activity'],
+  quotes: ['Quote', 'QuoteLineItem'],
+  products: ['Product'],
+} as const