@happyvertical/smrt-planner 0.60.11 → 0.60.13

package/dist/catalog/catalog.json

@@ -5,7 +5,7 @@
     {
       "id": "ads",
       "packageName": "@happyvertical/smrt-ads",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Advertising delivery and tracking models for SMRT framework",
       "models": [
         {
@@ -1763,7 +1763,7 @@
     {
       "id": "analytics",
       "packageName": "@happyvertical/smrt-analytics",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Analytics integration models for SMRT framework",
       "models": [
         {
@@ -3672,7 +3672,7 @@
     {
       "id": "approvals",
       "packageName": "@happyvertical/smrt-approvals",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Approval decision gate for the SMRT framework: revision-bound, single-use approvals with quorum, expiry, and an append-only event ledger",
       "models": [
         {
@@ -4312,7 +4312,7 @@
     {
       "id": "assets",
       "packageName": "@happyvertical/smrt-assets",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Asset management system with versioning, metadata, and AI-powered operations for SMRT framework",
       "models": [
         {
@@ -6112,7 +6112,7 @@
     {
       "id": "chat",
       "packageName": "@happyvertical/smrt-chat",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Chat rooms, DMs, threads, and agent conversations for the SMRT framework",
       "models": [
         {
@@ -8479,7 +8479,7 @@
     {
       "id": "comments",
       "packageName": "@happyvertical/smrt-comments",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Record comments and mention hooks for SMRT applications",
       "models": [
         {
@@ -8895,7 +8895,7 @@
     {
       "id": "commerce",
       "packageName": "@happyvertical/smrt-commerce",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Commerce models for the SMRT framework - contracts, fulfillments, payments",
       "models": [
         {
@@ -15819,6 +15819,27 @@
               "type": "foreignKey",
               "required": true,
               "related": "@happyvertical/smrt-commerce:Customer"
+            },
+            {
+              "name": "sourceEstimateId",
+              "type": "text",
+              "required": false,
+              "default": "",
+              "description": "The accepted estimate this order was converted from, if any."
+            },
+            {
+              "name": "conversionRequestId",
+              "type": "text",
+              "required": false,
+              "default": "",
+              "description": "The request identity of the conversion that created this order."
+            },
+            {
+              "name": "acceptanceEvidenceRef",
+              "type": "text",
+              "required": false,
+              "default": "",
+              "description": "Where the proof of the customer accepting the estimate is kept."
             }
           ],
           "rest": [
@@ -22228,7 +22249,7 @@
             }
           },
           "help": {
-            "markdown": "## Overview\n\nEstimates are price quotes you send before a customer commits. Each one belongs\nto a customer, lists its line items and shows how long the price is good for.\n\n## Tasks\n\n### Write an estimate\n\n1. Create a new estimate.\n2. Pick the **{field:customerId}** the quote is for.\n3. Add the line items, then check the **{field:totalAmount}**.\n4. Set **{field:expiryDate}** to the last day the price is good for.\n5. Put your conditions in **{field:terms}** and save.\n\n### Follow it up\n\n1. Set **{field:status}** to sent once it goes out.\n2. Move it to accepted or declined when the customer answers.\n",
+            "markdown": "## Overview\n\nEstimates are price quotes you send before a customer commits. Each one belongs\nto a customer, lists its line items and shows how long the price is good for.\n\n## Tasks\n\n### Write an estimate\n\n1. Create a new estimate.\n2. Pick the **{field:customerId}** the quote is for.\n3. Add the line items, then check the **{field:totalAmount}**.\n4. Set **{field:expiryDate}** to the last day the price is good for.\n5. Put your conditions in **{field:terms}** and save.\n\n### Follow it up\n\n1. Set **{field:status}** to sent once it goes out.\n2. Move it to accepted or declined when the customer answers.\n3. Once accepted, convert it to an order so the work can be billed; the order keeps the estimate's lines and totals and a link back to the quote.\n",
             "fieldRefs": [
               "customerId",
               "expiryDate",
@@ -23139,7 +23160,7 @@
     {
       "id": "content",
       "packageName": "@happyvertical/smrt-content",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Content processing module for SMRT framework - handles documents, web content, and media",
       "models": [
         {
@@ -30606,7 +30627,7 @@
     {
       "id": "events",
       "packageName": "@happyvertical/smrt-events",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Hierarchical event management with participant tracking and SMRT framework support",
       "models": [
         {
@@ -32610,7 +32631,7 @@
     {
       "id": "expenses",
       "packageName": "@happyvertical/smrt-expenses",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Expense records for the SMRT framework - reviewed costs against a cost object, deduplicated receipts, and commitment drawdown",
       "models": [
         {
@@ -33426,7 +33447,7 @@
     {
       "id": "facts",
       "packageName": "@happyvertical/smrt-facts",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Distributed memory and knowledge management with provenance tracking for SMRT framework",
       "models": [
         {
@@ -35450,7 +35471,7 @@
     {
       "id": "fields",
       "packageName": "@happyvertical/smrt-fields",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Layered field policy store and resolver (defaults, visibility tiers, help text) for SMRT objects",
       "models": [
         {
@@ -36169,7 +36190,7 @@
     {
       "id": "human-resources",
       "packageName": "@happyvertical/smrt-human-resources",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "HR records for the SMRT framework: who works for an organization, as what, and with what standing — employment with dated terms, and qualifications with expiry",
       "models": [
         {
@@ -36973,7 +36994,7 @@
     {
       "id": "images",
       "packageName": "@happyvertical/smrt-images",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Image asset management with AI-powered categorization, search, editing, and metadata extraction for SMRT framework",
       "models": [
         {
@@ -37583,7 +37604,7 @@
     {
       "id": "ingestion",
       "packageName": "@happyvertical/smrt-ingestion",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Durable tenant-scoped intake and evidence foundations",
       "models": [
         {
@@ -38729,7 +38750,7 @@
     {
       "id": "inventory",
       "packageName": "@happyvertical/smrt-inventory",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Multi-location stock tracking for the SMRT framework — Sku, InventoryLocation, StockLevel, StockMovement, lot and serial tracking, and stock-mutation and lot services",
       "models": [
         {
@@ -39984,7 +40005,7 @@
     {
       "id": "ledgers",
       "packageName": "@happyvertical/smrt-ledgers",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Double-entry accounting ledger for the SMRT framework",
       "models": [
         {
@@ -41533,7 +41554,7 @@
     {
       "id": "manufacturing",
       "packageName": "@happyvertical/smrt-manufacturing",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Bills of materials, cost rollup, and production-order operations for the SMRT framework — strictly industry-neutral",
       "models": [
         {
@@ -42864,7 +42885,7 @@
     {
       "id": "marketing",
       "packageName": "@happyvertical/smrt-marketing",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Cross-channel campaign coordination, immutable performance evidence, budget pacing, and reusable Svelte marketing surfaces for SMRT",
       "models": [
         {
@@ -43709,7 +43730,7 @@
     {
       "id": "messages",
       "packageName": "@happyvertical/smrt-messages",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Unified multi-channel messaging with STI-based hierarchies",
       "models": [
         {
@@ -50724,7 +50745,7 @@
     {
       "id": "places",
       "packageName": "@happyvertical/smrt-places",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Hierarchical place management with geo integration and SMRT framework support",
       "models": [
         {
@@ -51743,7 +51764,7 @@
     {
       "id": "preferences",
       "packageName": "@happyvertical/smrt-preferences",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Tenant defaults and per-user overrides for user-interface preferences (overview layouts, shell layout), validated per registered kind",
       "models": [
         {
@@ -51897,7 +51918,7 @@
     {
       "id": "products",
       "packageName": "@happyvertical/smrt-products",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "SMRT products module: triple-purpose microservice template for standalone apps, federated modules, and NPM libraries",
       "models": [
         {
@@ -53380,7 +53401,7 @@
     {
       "id": "profiles",
       "packageName": "@happyvertical/smrt-profiles",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Profile management system with relationships, metadata, and reciprocal associations for SMRT framework",
       "models": [
         {
@@ -57833,7 +57854,7 @@
     {
       "id": "projects",
       "packageName": "@happyvertical/smrt-projects",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Provider-agnostic project management models (Issues, PRs, Repositories, Projects) for SMRT framework",
       "models": [
         {
@@ -61462,7 +61483,7 @@
     {
       "id": "properties",
       "packageName": "@happyvertical/smrt-properties",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Digital property and zone management models for SMRT framework",
       "models": [
         {
@@ -62325,7 +62346,7 @@
     {
       "id": "reactions",
       "packageName": "@happyvertical/smrt-reactions",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Tenant-scoped reactions and lightweight polls with shared participation enforcement",
       "models": [
         {
@@ -62580,7 +62601,7 @@
     {
       "id": "reports",
       "packageName": "@happyvertical/smrt-reports",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Materialized aggregate report models for SMRT",
       "models": [
         {
@@ -63443,7 +63464,7 @@
     {
       "id": "sales",
       "packageName": "@happyvertical/smrt-sales",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Modular sales for the SMRT framework: agreement execution, CRM, referral intake, neutral commissions, and reusable Svelte surfaces",
       "models": [
         {
@@ -64484,7 +64505,8 @@
               "parameters": [
                 "targetKind: string",
                 "targetId: string",
-                "programId: string"
+                "programId: string",
+                "tenantId?: string | null"
               ],
               "returnType": "Promise<AttributionException | null>",
               "aiCallable": false
@@ -69956,6 +69978,149 @@
           ],
           "exposed": true
         },
+        {
+          "id": "@happyvertical/smrt-sales:ReferrerIdentifier",
+          "name": "ReferrerIdentifier",
+          "collection": "referreridentifiers",
+          "description": "A tenant's verified spelling, code, address, or other alias for a referrer.",
+          "fields": [
+            {
+              "name": "tenantId",
+              "type": "text",
+              "required": false,
+              "system": true
+            },
+            {
+              "name": "referrerId",
+              "type": "foreignKey",
+              "required": true,
+              "related": "@happyvertical/smrt-sales:Referrer"
+            },
+            {
+              "name": "programId",
+              "type": "foreignKey",
+              "required": false,
+              "related": "@happyvertical/smrt-sales:ReferralProgram"
+            },
+            {
+              "name": "kind",
+              "type": "text",
+              "required": true,
+              "default": ""
+            },
+            {
+              "name": "value",
+              "type": "text",
+              "required": true,
+              "default": ""
+            },
+            {
+              "name": "normalizedValue",
+              "type": "text",
+              "required": true,
+              "default": ""
+            },
+            {
+              "name": "status",
+              "type": "text",
+              "required": false,
+              "default": "active",
+              "enum": [
+                "active",
+                "disabled"
+              ]
+            },
+            {
+              "name": "metadata",
+              "type": "text",
+              "required": false,
+              "default": "{}"
+            }
+          ],
+          "rest": [
+            {
+              "method": "GET",
+              "path": "/referreridentifiers"
+            },
+            {
+              "method": "GET",
+              "path": "/referreridentifiers/[id]"
+            }
+          ],
+          "mcp": [
+            {
+              "operation": "get",
+              "name": "referreridentifier_get"
+            },
+            {
+              "operation": "list",
+              "name": "referreridentifier_list"
+            }
+          ],
+          "cli": [],
+          "methods": [
+            {
+              "name": "delete",
+              "async": true,
+              "parameters": [],
+              "returnType": "Promise<void>",
+              "aiCallable": false
+            },
+            {
+              "name": "disable",
+              "async": false,
+              "parameters": [],
+              "returnType": "void",
+              "aiCallable": false
+            },
+            {
+              "name": "getMetadata",
+              "async": false,
+              "parameters": [],
+              "returnType": "Record<string, unknown>",
+              "aiCallable": false
+            },
+            {
+              "name": "isActive",
+              "async": false,
+              "parameters": [],
+              "returnType": "boolean",
+              "aiCallable": false
+            },
+            {
+              "name": "register",
+              "async": true,
+              "parameters": [
+                "input: RegisterReferrerIdentifierInput"
+              ],
+              "returnType": "Promise<ReferrerIdentifier>",
+              "aiCallable": false
+            },
+            {
+              "name": "save",
+              "async": true,
+              "parameters": [
+                "options?: SmrtSaveOptions"
+              ],
+              "returnType": "Promise<this>",
+              "aiCallable": false
+            },
+            {
+              "name": "setMetadata",
+              "async": false,
+              "parameters": [
+                "metadata: Record<string, unknown>"
+              ],
+              "returnType": "void",
+              "aiCallable": false
+            }
+          ],
+          "references": [
+            "@happyvertical/smrt-sales:ReferralProgram",
+            "@happyvertical/smrt-sales:Referrer"
+          ],
+          "exposed": true
+        },
         {
           "id": "@happyvertical/smrt-sales:SalesActivity",
           "name": "SalesActivity",
@@ -70780,7 +70945,7 @@
             }
           },
           "help": {
-            "markdown": "## Overview\n\nAffiliates lets partners and customers send people your way and earn a reward\nwhen it leads to a sale. You set up a program that says what a referral earns,\nsign up the people who will refer, record each person they send, and see what\neach affiliate has earned and what has been paid out.\n\n## Tasks\n\n### Sign up an affiliate\n\n1. Open the list of affiliates and choose **New**.\n2. Type their **{field:Referrer.displayName}**.\n3. Save. They stay pending until you approve them by setting the **{field:Referrer.status}**.\n\n### Set up a program\n\n1. Open the programs and choose **New**.\n2. Give the program a **{field:ReferralProgram.name}** your affiliates will understand.\n3. Set the **{field:ReferralProgram.status}** to active when you are ready to start.\n4. Save.\n\n### Record a referral\n\n1. Open the referrals and choose **New**.\n2. Pick the **{field:Referral.referrerId}** who sent the person and the **{field:Referral.programId}** it belongs to.\n3. Save. The referral stays pending until it leads to a sale.\n\n### Check what an affiliate has earned\n\n1. Open the commissions and find the affiliate.\n2. Read the **{field:Commission.amountCents}** and the **{field:Commission.status}** of each one.\n3. A commission moves from pending to approved, then payable, then paid as it is worked through.\n\n### Check a payout\n\nPayouts are made by the commission payout service, not by hand in the app. You\ncan see what has been paid.\n\n1. Open the payouts.\n2. Read the **{field:CommissionPayout.earnerId}**, the **{field:CommissionPayout.totalAmountCents}** and the **{field:CommissionPayout.status}**.\n3. A payout is waiting, approved, being sent, then completed. It shows failed or rejected if the money did not go out.\n",
+            "markdown": "## Overview\n\nAffiliates lets partners and customers send people your way and earn a reward\nwhen it leads to a sale. You set up a program that says what a referral earns,\nsign up the people who will refer, record each person they send, and see what\neach affiliate has earned and what has been paid out.\n\n## Tasks\n\n### Sign up an affiliate\n\n1. Open the list of affiliates and choose **New**.\n2. Type their **{field:Referrer.displayName}**.\n3. Save. They stay pending until you approve them by setting the **{field:Referrer.status}**.\n\n### Set up a program\n\n1. Open the programs and choose **New**.\n2. Give the program a **{field:ReferralProgram.name}** your affiliates will understand.\n3. Set the **{field:ReferralProgram.status}** to active when you are ready to start.\n4. Save.\n\n### Record a referral\n\n1. Open the referrals and choose **New**.\n2. Pick the **{field:Referral.referrerId}** who sent the person and the **{field:Referral.programId}** it belongs to.\n3. Save. The referral stays pending until it leads to a sale.\n\n### Check what an affiliate has earned\n\n1. Open the commissions and find the affiliate.\n2. Read the **{field:Commission.amountCents}** and the **{field:Commission.status}** of each one.\n3. A commission moves from pending to earned, approved, payable, and paid as it is worked through.\n\n### Check a payout\n\nPayouts are made by the commission payout service, not by hand in the app. You\ncan see what has been paid.\n\n1. Open the payouts.\n2. Read the **{field:CommissionPayout.earnerId}**, the **{field:CommissionPayout.totalAmountCents}** and the **{field:CommissionPayout.status}**.\n3. A payout is waiting, approved, being sent, then completed. It shows failed or rejected if the money did not go out.\n",
             "fieldRefs": [
               "Commission.amountCents",
               "Commission.status",
@@ -70942,7 +71107,7 @@
     {
       "id": "sites",
       "packageName": "@happyvertical/smrt-sites",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Site lifecycle management for multi-tenant SMRT networks",
       "models": [
         {
@@ -71410,7 +71575,7 @@
     {
       "id": "social",
       "packageName": "@happyvertical/smrt-social",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Social media account management for multi-platform publishing in the SMRT ecosystem",
       "models": [
         {
@@ -72674,7 +72839,7 @@
     {
       "id": "subscriptions",
       "packageName": "@happyvertical/smrt-subscriptions",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Tenant subscriptions, entitlement resolution, usage thresholds, and subscription UI for SMRT",
       "models": [
         {
@@ -75282,7 +75447,7 @@
     {
       "id": "support",
       "packageName": "@happyvertical/smrt-support",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "AI-first Support Cases: channel-neutral intake, lifecycle, routing, service targets, and service time for the SMRT framework",
       "models": [
         {
@@ -78750,7 +78915,7 @@
     {
       "id": "tags",
       "packageName": "@happyvertical/smrt-tags",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Reusable tagging system with hierarchies, contexts, and multi-language support for SMRT framework",
       "models": [
         {
@@ -79529,7 +79694,7 @@
     {
       "id": "timesheets",
       "packageName": "@happyvertical/smrt-timesheets",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Shared time entries for the SMRT framework: who worked how long on what, approval and correction, with immutable charge and compensation snapshots",
       "models": [
         {
@@ -81083,7 +81248,7 @@
     {
       "id": "users",
       "packageName": "@happyvertical/smrt-users",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Multi-tenant user management for the SMRT framework - users, tenants, roles, permissions, groups",
       "models": [
         {
@@ -85657,7 +85822,7 @@
     {
       "id": "video",
       "packageName": "@happyvertical/smrt-video",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Video content management for AI-powered video production in the SMRT ecosystem",
       "models": [
         {
@@ -93600,7 +93765,7 @@
     {
       "id": "voice",
       "packageName": "@happyvertical/smrt-voice",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Voice profile management for AI-powered voice synthesis and cloning in the SMRT ecosystem",
       "models": [
         {
@@ -95343,7 +95508,7 @@
     {
       "id": "webhooks",
       "packageName": "@happyvertical/smrt-webhooks",
-      "version": "0.60.11",
+      "version": "0.60.13",
       "description": "Outbound webhook subscriptions, signed delivery, and durable retries",
       "models": [
         {