digital-tools 2.0.2 → 2.1.1

package/src/entities/crm.js

@@ -0,0 +1,1386 @@
+/**
+ * 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
+ */
+// =============================================================================
+// Lead Management
+// =============================================================================
+/**
+ * Lead entity
+ *
+ * Represents a potential customer/sales opportunity that has not yet been qualified
+ */
+export const Lead = {
+    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 = {
+    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 = {
+    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 = {
+    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 = {
+    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 = {
+    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 = {
+    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 = {
+    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 = {
+    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'],
+};