@happyvertical/smrt-marketing 0.42.7 → 0.43.0

package/dist/smrt-knowledge.json

@@ -3,13 +3,13 @@
   "sensitiveFieldsExcluded": true,
   "generatedAt": "1970-01-01T00:00:00.000Z",
   "packageName": "@happyvertical/smrt-marketing",
-  "packageVersion": "0.42.7",
+  "packageVersion": "0.43.0",
   "sourceManifestPath": "dist/manifest.json",
   "agentDocPath": "AGENTS.md",
   "sourceHashes": {
-    "manifest": "85321b226529beebfa6df41217341e0cd5a1cc8a1fae00398001c6f5e337f990",
-    "packageJson": "08de39581addf1b88838a64eb67758406475bb70ce62b2698805b3687b3dd2f1",
-    "agents": "d3fd7ea9606b3bf1918cfbc2bbb67cd2d9889012915470fd95f16e61495c5556"
+    "manifest": "cabc318cb37de0034c02656d4d2bab2744a1279cef88551cff197e405bb9bd29",
+    "packageJson": "66ecf6d9a8818eea421257a24f1c9ac002bec0423edaec57acbcc044ca46b2ab",
+    "agents": "0d11e523b80990f78607047ca887445747292970990881333c60231397703924"
   },
   "exports": [
     ".",
@@ -21,6 +21,7 @@
     "@happyvertical/smrt-core": "workspace:*",
     "@happyvertical/smrt-tenancy": "workspace:*",
     "@happyvertical/smrt-ui": "workspace:*",
+    "@happyvertical/smrt-commerce": "workspace:*",
     "@happyvertical/smrt-vitest": "workspace:*",
     "@happyvertical/sql": "catalog:",
     "@sveltejs/package": "^2.5.8",
@@ -35,6 +36,7 @@
     "vitest": "4.1.10"
   },
   "smrtDependencies": [
+    "@happyvertical/smrt-commerce",
     "@happyvertical/smrt-core",
     "@happyvertical/smrt-tenancy",
     "@happyvertical/smrt-ui",
@@ -96,7 +98,11 @@
       "relationships": [],
       "methods": [
         "findByCampaignKey",
-        "findByStatus"
+        "findByStatus",
+        "get",
+        "list",
+        "listByCustomer",
+        "summarizeByCustomers"
       ],
       "methodSignatures": [
         {
@@ -115,6 +121,42 @@
             "status: CampaignStatus"
           ],
           "returns": "Promise<Campaign[]>"
+        },
+        {
+          "name": "get",
+          "async": true,
+          "params": [
+            "filter: string | SmrtWhereClause<Campaign>",
+            "options?: object"
+          ],
+          "returns": "Promise<Campaign | null>"
+        },
+        {
+          "name": "list",
+          "async": true,
+          "params": [
+            "options?: SmrtListOptions<Campaign>"
+          ],
+          "returns": "Promise<Campaign[] | Record<string>[]>"
+        },
+        {
+          "name": "listByCustomer",
+          "async": true,
+          "params": [
+            "tenantId: string | null",
+            "customerId: string",
+            "options?: ListCampaignsByCustomerOptions"
+          ],
+          "returns": "Promise<CampaignCustomerPage>"
+        },
+        {
+          "name": "summarizeByCustomers",
+          "async": true,
+          "params": [
+            "tenantId: string | null",
+            "customerIds: string[]"
+          ],
+          "returns": "Promise<CampaignCustomerSummary[]>"
         }
       ],
       "surfaces": [],
@@ -194,6 +236,13 @@
           "required": false,
           "columnType": "UUID"
         },
+        {
+          "name": "customerId",
+          "type": "crossPackageRef",
+          "required": false,
+          "related": "@happyvertical/smrt-commerce:Customer",
+          "columnType": "UUID"
+        },
         {
           "name": "campaignKey",
           "type": "text",
@@ -256,7 +305,15 @@
           "default": "{}"
         }
       ],
-      "relationships": [],
+      "relationships": [
+        {
+          "name": "customerId",
+          "type": "crossPackageRef",
+          "required": false,
+          "related": "@happyvertical/smrt-commerce:Customer",
+          "columnType": "UUID"
+        }
+      ],
       "methods": [
         "getMetadata",
         "initialize",
@@ -386,6 +443,7 @@
         }
       ],
       "relationshipFeatures": [
+        "crossPackageRef",
         "uuidColumns"
       ],
       "tags": [],
@@ -1042,11 +1100,11 @@
   "prompts": [],
   "relationshipsV2": {
     "foreignKeyFields": 3,
-    "crossPackageRefFields": 0,
+    "crossPackageRefFields": 1,
     "junctionCollections": 0,
     "hierarchicalObjects": 0,
     "polymorphicAssociations": 0,
-    "uuidColumns": 12
+    "uuidColumns": 13
   },
-  "agentDoc": "# @happyvertical/smrt-marketing\n\nCross-channel campaign coordination for SMRT. This package owns Campaign\nidentity, budgets, lifecycle, execution links, immutable performance evidence,\ncomputed pacing, and props-driven Svelte surfaces. It does not execute ads,\npublish social posts, send messages, or own sales attribution.\n\n## Validation\n\nRun `pnpm --filter @happyvertical/smrt-marketing test` and\n`pnpm --filter @happyvertical/smrt-marketing typecheck`; use `test:coverage`\nto exercise the model/service and component coverage configurations.\nNatural-key changes must also run\n`pnpm --filter @happyvertical/smrt-marketing test:postgres` when\nthe disposable PostgreSQL harness is available. Use\n`pnpm --filter @happyvertical/smrt-marketing build` and `verify:pack` for\npublish-surface changes.\n\n## Models\n\n- **Campaign**: optional-tenant umbrella with stable natural key\n  `(tenant_id, campaign_key)`, open objective, integer-cent budget, currency,\n  schedule, guarded metadata helpers, and lifecycle\n  `draft → scheduled → active ↔ paused → completed → archived`. Raw saves are\n  protected by an authoritative prior-status re-read; use\n  `CampaignLifecycleService` for lifecycle writes.\n- **CampaignChannel**: one generic execution link per\n  `(campaign_id, channel_kind, channel_ref)`. `channelKind`/`channelRef` are\n  intentionally plain strings so ads, social, messages, content, events, and\n  referral programs remain peer packages. Allocation and schedule overrides\n  use integer cents and dates.\n- **CampaignMetricSnapshot**: immutable period evidence with a global\n  `dedupe_key` natural key. A snapshot always carries `campaignId`; a null\n  `campaignChannelId` means campaign-level rollup evidence; when present, the\n  channel must belong to that same campaign. API/MCP/CLI expose create/list/get\n  only, and the save guard rejects hydrated edits, blind-id overwrites, and\n  natural-key overwrites. Programmatic deletion is rejected.\n\nEvery model is `@TenantScoped({ mode: 'optional' })` with nullable `tenantId`.\nAll generated surfaces are explicit; never omit `api`, `mcp`, or `cli` config.\n\n## Services\n\n- **CampaignLifecycleService** loads the current row before applying one legal\n  transition. Paused campaigns may resume; completed campaigns may only be\n  archived; archived campaigns are terminal.\n- **MetricIngestionService** validates required scope/source/period fields and\n  delegates to `getOrCreateByDedupeKey()`. A replay returns the original row\n  unchanged even if the replay payload differs.\n- **BudgetPacingService** computes campaign/channel pacing from snapshots and\n  never persists derived balances. For each exact reporting period, campaign\n  pacing prefers campaign rollups and otherwise sums channel snapshots,\n  preventing double counting without dropping channel-only periods. Status\n  uses a five-percent budget tolerance around schedule-derived expected spend.\n\n## Svelte\n\n`@happyvertical/smrt-marketing/svelte` exports `MarketingDashboard`,\n`CampaignList`, `CampaignDetail`, `ChannelMix`, and `BudgetPacing`, plus view\ninterfaces and pure helpers. Components are props-only: no fetching, no model\nimports, no providers. Use Provider-free `smrt-ui` primitives, `--smrt-*`\ntokens, named `$props()` interfaces, and integer-cent inputs formatted only at\nrender time.\n\n## Boundaries and gotchas\n\n- Runtime dependencies stay limited to `smrt-core`, `smrt-tenancy`, and\n  `smrt-ui`. Never statically import sibling domain packages.\n- Lead loop-closing is conventional: CRM stores `sourceKind: 'campaign'` and a\n  campaign key in `sourceId`; marketing does not import or mutate Lead.\n- Attribution math remains in sales/referrals. Marketing stores performance\n  evidence only.\n- Campaign rollups and channel snapshots may describe the same period. The\n  pacing service deliberately chooses one evidence level instead of summing\n  both.\n- Corrections append a new metric snapshot with a new dedupe key; never edit\n  persisted evidence.\n- Table names are global: `campaigns`, `campaign_channels`, and\n  `campaign_metric_snapshots`.\n"
+  "agentDoc": "# @happyvertical/smrt-marketing\n\nCross-channel campaign coordination for SMRT. This package owns Campaign\nidentity, budgets, lifecycle, execution links, immutable performance evidence,\ncomputed pacing, and props-driven Svelte surfaces. It does not execute ads,\npublish social posts, send messages, or own sales attribution.\n\n## Validation\n\nRun `pnpm --filter @happyvertical/smrt-marketing test` and\n`pnpm --filter @happyvertical/smrt-marketing typecheck`; use `test:coverage`\nto exercise the model/service and component coverage configurations.\nNatural-key changes must also run\n`pnpm --filter @happyvertical/smrt-marketing test:postgres` when\nthe disposable PostgreSQL harness is available. Use\n`pnpm --filter @happyvertical/smrt-marketing build` and `verify:pack` for\npublish-surface changes.\n\n## Models\n\n- **Campaign**: optional-tenant umbrella with stable natural key\n  `(tenant_id, campaign_key)`, open objective, integer-cent budget, currency,\n  schedule, optional native UUID reference to the canonical commerce Customer,\n  guarded metadata helpers, and lifecycle\n  `draft → scheduled → active ↔ paused → completed → archived`. Raw saves are\n  protected by an authoritative prior-status re-read; use\n  `CampaignLifecycleService` for lifecycle writes.\n- **CampaignChannel**: one generic execution link per\n  `(campaign_id, channel_kind, channel_ref)`. `channelKind`/`channelRef` are\n  intentionally plain strings so ads, social, messages, content, events, and\n  referral programs remain peer packages. Allocation and schedule overrides\n  use integer cents and dates.\n- **CampaignMetricSnapshot**: immutable period evidence with a global\n  `dedupe_key` natural key. A snapshot always carries `campaignId`; a null\n  `campaignChannelId` means campaign-level rollup evidence; when present, the\n  channel must belong to that same campaign. API/MCP/CLI expose create/list/get\n  only, and the save guard rejects hydrated edits, blind-id overwrites, and\n  natural-key overwrites. Programmatic deletion is rejected.\n\nEvery model is `@TenantScoped({ mode: 'optional' })` with nullable `tenantId`.\nAll generated surfaces are explicit; never omit `api`, `mcp`, or `cli` config.\n\n## Services\n\n- **CampaignLifecycleService** loads the current row before applying one legal\n  transition. Paused campaigns may resume; completed campaigns may only be\n  archived; archived campaigns are terminal.\n- **MetricIngestionService** validates required scope/source/period fields and\n  delegates to `getOrCreateByDedupeKey()`. A replay returns the original row\n  unchanged even if the replay payload differs.\n- **BudgetPacingService** computes campaign/channel pacing from snapshots and\n  never persists derived balances. For each exact reporting period, campaign\n  pacing prefers campaign rollups and otherwise sums channel snapshots,\n  preventing double counting without dropping channel-only periods. Status\n  uses a five-percent budget tolerance around schedule-derived expected spend.\n- **CampaignCollection** exposes bounded, tenant-and-Customer-scoped cursor\n  pages ordered by `start_at DESC, id DESC` and bounded batch summaries for\n  total count, active count, and latest start time. Customer scope is validated\n  through runtime relationship metadata; there is no static commerce import or\n  tenant-wide campaign materialization.\n\n## Svelte\n\n`@happyvertical/smrt-marketing/svelte` exports `MarketingDashboard`,\n`CampaignList`, `CampaignDetail`, `ChannelMix`, and `BudgetPacing`, plus view\ninterfaces and pure helpers. Components are props-only: no fetching, no model\nimports, no providers. Use Provider-free `smrt-ui` primitives, `--smrt-*`\ntokens, named `$props()` interfaces, and integer-cent inputs formatted only at\nrender time.\n\n## Boundaries and gotchas\n\n- Runtime dependencies stay limited to `smrt-core`, `smrt-tenancy`, and\n  `smrt-ui`. Never statically import sibling domain packages.\n- `Campaign.customerId` targets `@happyvertical/smrt-commerce:Customer` through\n  `@crossPackageRef`. Saves and customer-scoped reads require exact tenant\n  agreement (including global-to-global only) and fail without revealing\n  whether a Customer is absent or belongs elsewhere. Associated saves validate\n  and persist through one transaction-bound Campaign instance; scoped reads\n  validate and query through one fresh transaction-bound collection. PostgreSQL\n  locks the validated Customer rows for the duration of each operation.\n- Lead loop-closing is conventional: CRM stores `sourceKind: 'campaign'` and a\n  campaign key in `sourceId`; marketing does not import or mutate Lead.\n- Attribution math remains in sales/referrals. Marketing stores performance\n  evidence only.\n- Campaign rollups and channel snapshots may describe the same period. The\n  pacing service deliberately chooses one evidence level instead of summing\n  both.\n- Corrections append a new metric snapshot with a new dedupe key; never edit\n  persisted evidence.\n- Table names are global: `campaigns`, `campaign_channels`, and\n  `campaign_metric_snapshots`.\n"
 }

package/dist/types.d.ts

@@ -1,4 +1,5 @@
 import { SmrtObjectOptions } from '@happyvertical/smrt-core';
+import { Campaign } from './models/Campaign.js';
 export declare const CAMPAIGN_STATUSES: readonly ["draft", "scheduled", "active", "paused", "completed", "archived"];
 export type CampaignStatus = (typeof CAMPAIGN_STATUSES)[number];
 export declare const CAMPAIGN_CHANNEL_KINDS: readonly ["ad_group", "social_post", "message", "content", "event", "referral_program"];
@@ -7,6 +8,7 @@ export declare const CAMPAIGN_CHANNEL_STATUSES: readonly ["planned", "scheduled"
 export type CampaignChannelStatus = (typeof CAMPAIGN_CHANNEL_STATUSES)[number];
 export interface CampaignOptions extends SmrtObjectOptions {
     tenantId?: string | null;
+    customerId?: string | null;
     campaignKey?: string;
     name?: string;
     objective?: string;
@@ -17,6 +19,28 @@ export interface CampaignOptions extends SmrtObjectOptions {
     currency?: string;
     metadata?: string;
 }
+export interface CampaignCustomerCursorInput {
+    startAt: Date | string | number | null;
+    id: string;
+}
+export interface CampaignCustomerCursor {
+    startAt: Date | null;
+    id: string;
+}
+export interface ListCampaignsByCustomerOptions {
+    limit?: number;
+    after?: CampaignCustomerCursorInput;
+}
+export interface CampaignCustomerPage {
+    items: Campaign[];
+    nextCursor: CampaignCustomerCursor | null;
+}
+export interface CampaignCustomerSummary {
+    customerId: string;
+    totalCount: number;
+    activeCount: number;
+    latestStartAt: Date | null;
+}
 export interface CampaignChannelOptions extends SmrtObjectOptions {
     tenantId?: string | null;
     campaignId?: string;

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package/dist/types.js.map

@@ -1 +1 @@
-{"version":3,"file":"types.js","names":[],"sources":["../src/types.ts"],"sourcesContent":["/** Shared model and service contracts for @happyvertical/smrt-marketing. */\n\nimport type { SmrtObjectOptions } from '@happyvertical/smrt-core';\n\nexport const CAMPAIGN_STATUSES = [\n  'draft',\n  'scheduled',\n  'active',\n  'paused',\n  'completed',\n  'archived',\n] as const;\n\nexport type CampaignStatus = (typeof CAMPAIGN_STATUSES)[number];\n\nexport const CAMPAIGN_CHANNEL_KINDS = [\n  'ad_group',\n  'social_post',\n  'message',\n  'content',\n  'event',\n  'referral_program',\n] as const;\n\nexport type CampaignChannelKind =\n  | (typeof CAMPAIGN_CHANNEL_KINDS)[number]\n  | (string & {});\n\nexport const CAMPAIGN_CHANNEL_STATUSES = [\n  'planned',\n  'scheduled',\n  'active',\n  'paused',\n  'completed',\n  'cancelled',\n] as const;\n\nexport type CampaignChannelStatus = (typeof CAMPAIGN_CHANNEL_STATUSES)[number];\n\nexport interface CampaignOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  campaignKey?: string;\n  name?: string;\n  objective?: string;\n  status?: CampaignStatus;\n  startAt?: Date | string | number | null;\n  endAt?: Date | string | number | null;\n  budgetCents?: number;\n  currency?: string;\n  metadata?: string;\n}\n\nexport interface CampaignChannelOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  campaignId?: string;\n  channelKind?: CampaignChannelKind;\n  channelRef?: string;\n  allocatedBudgetCents?: number;\n  startAt?: Date | string | number | null;\n  endAt?: Date | string | number | null;\n  status?: CampaignChannelStatus;\n}\n\nexport interface CampaignMetricSnapshotOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  campaignId?: string;\n  campaignChannelId?: string | null;\n  periodStart?: Date | string | number;\n  periodEnd?: Date | string | number;\n  spendCents?: number;\n  impressions?: number;\n  clicks?: number;\n  conversions?: number;\n  leads?: number;\n  revenueCents?: number | null;\n  source?: string;\n  dedupeKey?: string;\n}\n\nexport type BudgetPacingStatus =\n  | 'unbudgeted'\n  | 'not_started'\n  | 'behind'\n  | 'on_track'\n  | 'ahead'\n  | 'over_budget'\n  | 'complete';\n\nexport interface BudgetPacingResult {\n  campaignId: string;\n  campaignChannelId?: string;\n  currency: string;\n  budgetCents: number;\n  spendCents: number;\n  remainingCents: number;\n  expectedSpendCents: number | null;\n  varianceCents: number | null;\n  budgetFraction: number | null;\n  elapsedFraction: number | null;\n  status: BudgetPacingStatus;\n  snapshotCount: number;\n  usedCampaignRollups: boolean;\n}\n"],"mappings":";AAIO,IAAM,oBAAoB;CAC/B;CACA;CACA;CACA;CACA;CACA;AACF;AAIO,IAAM,yBAAyB;CACpC;CACA;CACA;CACA;CACA;CACA;AACF;AAMO,IAAM,4BAA4B;CACvC;CACA;CACA;CACA;CACA;CACA;AACF"}
+{"version":3,"file":"types.js","names":[],"sources":["../src/types.ts"],"sourcesContent":["/** Shared model and service contracts for @happyvertical/smrt-marketing. */\n\nimport type { SmrtObjectOptions } from '@happyvertical/smrt-core';\nimport type { Campaign } from './models/Campaign.js';\n\nexport const CAMPAIGN_STATUSES = [\n  'draft',\n  'scheduled',\n  'active',\n  'paused',\n  'completed',\n  'archived',\n] as const;\n\nexport type CampaignStatus = (typeof CAMPAIGN_STATUSES)[number];\n\nexport const CAMPAIGN_CHANNEL_KINDS = [\n  'ad_group',\n  'social_post',\n  'message',\n  'content',\n  'event',\n  'referral_program',\n] as const;\n\nexport type CampaignChannelKind =\n  | (typeof CAMPAIGN_CHANNEL_KINDS)[number]\n  | (string & {});\n\nexport const CAMPAIGN_CHANNEL_STATUSES = [\n  'planned',\n  'scheduled',\n  'active',\n  'paused',\n  'completed',\n  'cancelled',\n] as const;\n\nexport type CampaignChannelStatus = (typeof CAMPAIGN_CHANNEL_STATUSES)[number];\n\nexport interface CampaignOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  customerId?: string | null;\n  campaignKey?: string;\n  name?: string;\n  objective?: string;\n  status?: CampaignStatus;\n  startAt?: Date | string | number | null;\n  endAt?: Date | string | number | null;\n  budgetCents?: number;\n  currency?: string;\n  metadata?: string;\n}\n\nexport interface CampaignCustomerCursorInput {\n  startAt: Date | string | number | null;\n  id: string;\n}\n\nexport interface CampaignCustomerCursor {\n  startAt: Date | null;\n  id: string;\n}\n\nexport interface ListCampaignsByCustomerOptions {\n  limit?: number;\n  after?: CampaignCustomerCursorInput;\n}\n\nexport interface CampaignCustomerPage {\n  items: Campaign[];\n  nextCursor: CampaignCustomerCursor | null;\n}\n\nexport interface CampaignCustomerSummary {\n  customerId: string;\n  totalCount: number;\n  activeCount: number;\n  latestStartAt: Date | null;\n}\n\nexport interface CampaignChannelOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  campaignId?: string;\n  channelKind?: CampaignChannelKind;\n  channelRef?: string;\n  allocatedBudgetCents?: number;\n  startAt?: Date | string | number | null;\n  endAt?: Date | string | number | null;\n  status?: CampaignChannelStatus;\n}\n\nexport interface CampaignMetricSnapshotOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  campaignId?: string;\n  campaignChannelId?: string | null;\n  periodStart?: Date | string | number;\n  periodEnd?: Date | string | number;\n  spendCents?: number;\n  impressions?: number;\n  clicks?: number;\n  conversions?: number;\n  leads?: number;\n  revenueCents?: number | null;\n  source?: string;\n  dedupeKey?: string;\n}\n\nexport type BudgetPacingStatus =\n  | 'unbudgeted'\n  | 'not_started'\n  | 'behind'\n  | 'on_track'\n  | 'ahead'\n  | 'over_budget'\n  | 'complete';\n\nexport interface BudgetPacingResult {\n  campaignId: string;\n  campaignChannelId?: string;\n  currency: string;\n  budgetCents: number;\n  spendCents: number;\n  remainingCents: number;\n  expectedSpendCents: number | null;\n  varianceCents: number | null;\n  budgetFraction: number | null;\n  elapsedFraction: number | null;\n  status: BudgetPacingStatus;\n  snapshotCount: number;\n  usedCampaignRollups: boolean;\n}\n"],"mappings":";AAKO,IAAM,oBAAoB;CAC/B;CACA;CACA;CACA;CACA;CACA;AACF;AAIO,IAAM,yBAAyB;CACpC;CACA;CACA;CACA;CACA;CACA;AACF;AAMO,IAAM,4BAA4B;CACvC;CACA;CACA;CACA;CACA;CACA;AACF"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@happyvertical/smrt-marketing",
-  "version": "0.42.7",
+  "version": "0.43.0",
   "description": "Cross-channel campaign coordination, immutable performance evidence, budget pacing, and reusable Svelte marketing surfaces for SMRT",
   "type": "module",
   "main": "./dist/index.js",
@@ -24,9 +24,9 @@
     "./manifest.json": "./dist/manifest.json"
   },
   "dependencies": {
-    "@happyvertical/smrt-core": "0.42.7",
-    "@happyvertical/smrt-tenancy": "0.42.7",
-    "@happyvertical/smrt-ui": "0.42.7"
+    "@happyvertical/smrt-core": "0.43.0",
+    "@happyvertical/smrt-tenancy": "0.43.0",
+    "@happyvertical/smrt-ui": "0.43.0"
   },
   "peerDependencies": {
     "svelte": "^5.56.4"
@@ -43,7 +43,8 @@
     "typescript": "5.9.3",
     "vite": "8.1.4",
     "vitest": "4.1.10",
-    "@happyvertical/smrt-vitest": "0.42.7"
+    "@happyvertical/smrt-vitest": "0.43.0",
+    "@happyvertical/smrt-commerce": "0.43.0"
   },
   "smrtRawPrimitives": "strict",
   "keywords": [