th-44fc11c7: th api crm pipeline/stages/tasks/conversations/forecast/timeline

[brentrager]

Problem

The CRM CLI (th api crm) covered contacts, companies, and deals but not the rest of the revenue engine — no forecast view, no stage catalog, no tasks, conversations, timeline, or invoices.

Solution

Stacked on crm-deals-companies (PR #148). Adds six new command groups, matching the existing Companies/Deals style exactly (per-command --org-id/--org, --json where a table is the default, id-or-name resolution reusing resolve_company_id/resolve_contact_id):

• pipeline — the money view: weighted forecast board from GET /crm/deals/forecast. Per-stage open count / open value / weighted value / probability bar, a totals line (open · forecast · won), and a by-source mini-table. --json dumps raw.
• stages — list/show/create/update/delete/reorder/init for the pipeline stage catalog (/crm/stages, /crm/stages/reorder, /crm/stages/ensure-defaults).
• tasks — list (deal/contact/assignee/overdue/all filters) /show/add/update/done/rm, with a red OVERDUE marker.
• conversations — create/add-email/show/list email threads; show renders the thread as a readable in/out timeline.
• timeline <deal_id> — unified, date-sorted deal history (activities, notes, conversations, invoices). Also appended beneath deals show.
• invoices — read-only list/show of revenue actuals (integer-cents amounts, colored status). No create (Stripe-backed).

New helpers: fmt_cents, prob_bar, yes_no, is_overdue, invoice_status_cell, timeline_glyph, preview_body, resolve_deal_id.

Verification

• cargo build -p smooai-smooth-cli — clean.
• cargo clippy -p smooai-smooth-cli --all-targets — clean (no crm.rs findings).
• cargo fmt --check — clean.
• cargo test -p smooai-smooth-cli crm — 10 passed (4 new: cents rendering, timeline glyph mapping, overdue detection, body-preview trimming).
• All subcommands render --help correctly.

Backend for these endpoints is being built in parallel and is not deployed yet, so this is built to the agreed contract and not live-tested against api.smoo.ai.

Notes / interpretations where the contract was thin

• Stage list reads stage then falls back to name for the label; forecast/stages probability treated as 0–100.
• render_timeline/render_thread/render_invoices accept either a bare array or an {events|messages|invoices:[...]} envelope, so they survive minor response-shape choices.
• is_overdue parses RFC-3339 and compares to now; non-parseable/missing → not overdue.

🤖 Generated with Claude Code

https://claude.ai/code/session_01UNMKCiHJc6PEfoE5WHCogs

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