A lead who buys or sells with the agent is marked closed with a date, and a year later a home-anniversary check-in draft waits on the desk #110

A lead can now be marked closed — bought or sold — with a closing date, and a year later a "happy home anniversary" check-in draft waits on the desk. bun test is green (527) and bun run lint:design is clean. I could not run bun x tsc --noEmit because the repo has no tsconfig.json, and there is no scripts/gate.ts.

What changed

• Marking closed. From a lead's page, PATCH /leads/:id or POST /leads/:id/state with {"state":"closed","kind":"bought|sold","closed_on":"YYYY-MM-DD"}, the MCP mark_lead tool, and y in the terminal all go through one action. It is a lead update through permit, recorded in the audit log as closed with the kind and date. No contract cell changed.
• Validation. The date must be a real day from 1990 on and no more than a year ahead, counted on the agent's calendar. A bad kind or date is a 422 naming kind or closed_on.
• Undo and follow-ups. The lead stays qualified and gains closedKind and closedOn, so follow-ups stop exactly as with qualified. state: "open" (the #23 re-open) undoes it and clears both.
• Counts and filter. The Activity page's lost-reason block now has a "Closed in the last 30 days" block beside it, and closed leads sit under Closed. The CSV export gains closed and closed on columns.
• Anniversary draft. On each anniversary of closed_on in the agent's time zone, the clock's turn creates one draft. It names the address when the lead has a showing, and it is numbered by year (days 101–199), so a year never gets two. It goes out only on approval. The new src/closed.ts holds the date rules and wording.
• Sample data. "Tom Whitfield" is a past client who bought exactly one year ago today, so his draft is on a fresh desk. The sample desk is now 21 leads.
• Docs. The README has a one-line tour sentence plus a reference paragraph, and AGENTS.md documents the shape. contract/openapi.json is regenerated.
• Tests. New src/closed.test.ts covers marking, undoing, the 422s, the draft firing once per year, the time zone, the leap day, the address, counts, export, MCP, terminal, HTTP, and migrating an existing database.

What I chose differently

• No table rebuild. The issue's risk note expected one, but the state stays qualified and I added two columns (closed_kind, closed_on), so the state CHECK is untouched. I tested migrating an old database.
• Needs you now includes closed leads. A closed lead with an anniversary draft appears in both Needs you and Closed. I changed the existing views test to allow that, and to count each lead once.
• Other existing tests I edited. I updated them only for the count (20 to 21 leads) and the two new CSV columns.
• No catch-up for missed days. The draft appears only if the clock ticks on the anniversary day itself. If the server is down that whole day, that year's draft does not appear.
• Stale drafts. A draft left unsent is set aside when the next year's arrives. There is no manual skip for it.

To try it Open a lead, use "Mark closed", and pick a kind and date; Put back in follow-ups undoes it. On a fresh desk, open Tom Whitfield for the draft, and check Activity for the deal counts.

Closes #90

A lead can now be marked closed — bought or sold — with a closing date, and a year later a "happy home anniversary" check-in draft waits on the desk. bun test is green (527) and bun run lint:design is clean. I could not run bun x tsc --noEmit because the repo has no tsconfig.json, and there is no scripts/gate.ts.

What changed

• Marking closed. From a lead's page, PATCH /leads/:id or POST /leads/:id/state with {"state":"closed","kind":"bought|sold","closed_on":"YYYY-MM-DD"}, the MCP mark_lead tool, and y in the terminal all go through one action. It is a lead update through permit, recorded in the audit log as closed with the kind and date. No contract cell changed.
• Validation. The date must be a real day from 1990 on and no more than a year ahead, counted on the agent's calendar. A bad kind or date is a 422 naming kind or closed_on.
• Undo and follow-ups. The lead stays qualified and gains closedKind and closedOn, so follow-ups stop exactly as with qualified. state: "open" (the #23 re-open) undoes it and clears both.
• Counts and filter. The Activity page's lost-reason block now has a "Closed in the last 30 days" block beside it, and closed leads sit under Closed. The CSV export gains closed and closed on columns.
• Anniversary draft. On each anniversary of closed_on in the agent's time zone, the clock's turn creates one draft. It names the address when the lead has a showing, and it is numbered by year (days 101–199), so a year never gets two. It goes out only on approval. The new src/closed.ts holds the date rules and wording.
• Sample data. "Tom Whitfield" is a past client who bought exactly one year ago today, so his draft is on a fresh desk. The sample desk is now 21 leads.
• Docs. The README has a one-line tour sentence plus a reference paragraph, and AGENTS.md documents the shape. contract/openapi.json is regenerated.
• Tests. New src/closed.test.ts covers marking, undoing, the 422s, the draft firing once per year, the time zone, the leap day, the address, counts, export, MCP, terminal, HTTP, and migrating an existing database.

What I chose differently

• No table rebuild. The issue's risk note expected one, but the state stays qualified and I added two columns (closed_kind, closed_on), so the state CHECK is untouched. I tested migrating an old database.
• Needs you now includes closed leads. A closed lead with an anniversary draft appears in both Needs you and Closed. I changed the existing views test to allow that, and to count each lead once.
• Other existing tests I edited. I updated them only for the count (20 to 21 leads) and the two new CSV columns.
• No catch-up for missed days. The draft appears only if the clock ticks on the anniversary day itself. If the server is down that whole day, that year's draft does not appear.
• Stale drafts. A draft left unsent is set aside when the next year's arrives. There is no manual skip for it.

To try it Open a lead, use "Mark closed", and pick a kind and date; Put back in follow-ups undoes it. On a fresh desk, open Tom Whitfield for the draft, and check Activity for the deal counts.