@happyvertical/smrt-sales 0.39.2

package/dist/commissions/services/CommissionSettlementService.d.ts

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+import { SmrtClassOptions } from '@happyvertical/smrt-core';
+import { CommissionCollection } from '../collections/CommissionCollection.js';
+import { Commission } from '../models/Commission.js';
+export declare class CommissionSettlementService {
+    private readonly commissions;
+    constructor(commissions: CommissionCollection);
+    static create(classOptions?: SmrtClassOptions): Promise<CommissionSettlementService>;
+    /**
+     * Sweep the clearing window: every `pending` commission whose
+     * `clearingEndsAt` is `<= now` — or whose `clearingEndsAt` is `null`
+     * (null means NO clearing window applies, so the row is immediately
+     * sweepable) — transitions to `earned` and is saved.
+     *
+     * @returns The commissions that were marked earned by this sweep.
+     */
+    sweepClearing(now?: Date): Promise<Commission[]>;
+    /**
+     * Approve `earned` commissions by id (`earned → approved`). Strict: a
+     * missing id or a commission in any other status throws — the caller
+     * names exact rows, so a mismatch is a bug worth surfacing, not skipping.
+     */
+    approveCommissions(ids: string[], now?: Date): Promise<Commission[]>;
+    /**
+     * Release `approved` commissions to `payable` by id. Strict — see
+     * {@link approveCommissions}.
+     */
+    markPayable(ids: string[], now?: Date): Promise<Commission[]>;
+    /**
+     * Convenience chain: advance each commission from wherever it currently
+     * sits up to `payable` (`pending → earned → approved → payable`), saving
+     * after EACH step — the save-time guard only admits single-step edges, so
+     * every intermediate state is persisted (each with its timestamp). Rows
+     * already `payable` or `paid` are returned untouched (idempotent). Note
+     * this deliberately bypasses the clearing window — it's the "operator
+     * says pay these now" path.
+     */
+    settleUpToPayable(ids: string[], now?: Date): Promise<Commission[]>;
+    private transitionByIds;
+    private requireCommission;
+}
+export default CommissionSettlementService;
+//# sourceMappingURL=CommissionSettlementService.d.ts.map

package/dist/commissions/services/CommissionSettlementService.d.ts.map

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package/dist/commissions/services/index.d.ts

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+/**
+ * Service barrel for the commissions module.
+ * @packageDocumentation
+ */
+export { CommissionBalanceService } from './CommissionBalanceService.js';
+export { type CommissionCalculationInput, type CommissionCalculationResult, CommissionCalculationService, type CommissionComponentSkip, } from './CommissionCalculationService.js';
+export { CommissionPayoutService, type CommissionPayoutServiceDeps, type CreatePayoutBatchInput, type CreatePayoutBatchResult, } from './CommissionPayoutService.js';
+export { CommissionSettlementService } from './CommissionSettlementService.js';
+//# sourceMappingURL=index.d.ts.map

package/dist/commissions/services/index.d.ts.map

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package/dist/commissions/types.d.ts

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+import { SmrtObjectOptions } from '@happyvertical/smrt-core';
+/** Lifecycle of an {@link Earner} payout account. */
+export declare const EARNER_STATUSES: readonly ["pending", "active", "suspended"];
+export type EarnerStatus = (typeof EARNER_STATUSES)[number];
+/**
+ * How a payout is delivered. Shared between {@link Earner} (preference) and
+ * {@link CommissionPayout} (what a specific batch will use).
+ */
+export declare const PAYOUT_METHODS: readonly ["bank_transfer", "check", "paypal", "credit", "other"];
+export type PayoutMethod = (typeof PAYOUT_METHODS)[number];
+/**
+ * Lifecycle of a versioned {@link CommissionPlan} row.
+ *
+ * `draft → active | retired`; `active → superseded | retired`;
+ * `superseded` / `retired` are terminal. Amendments never mutate an active
+ * row — they insert a new `(planKey, version + 1)` draft.
+ */
+export declare const COMMISSION_PLAN_STATUSES: readonly ["draft", "active", "superseded", "retired"];
+export type CommissionPlanStatus = (typeof COMMISSION_PLAN_STATUSES)[number];
+/**
+ * Lifecycle of a {@link Commission} earning record. STRICT forward chain:
+ * `pending → earned → approved → payable → paid` — no skips, no reversals.
+ * Corrections to earned/paid commissions are appended as
+ * {@link CommissionAdjustment} rows, never edits.
+ */
+export declare const COMMISSION_STATUSES: readonly ["pending", "earned", "approved", "payable", "paid"];
+export type CommissionStatus = (typeof COMMISSION_STATUSES)[number];
+/** How a commission amount is derived from its earning event. */
+export declare const COMMISSION_BASES: readonly ["fixed", "gross", "net", "margin", "custom"];
+export type CommissionBasis = (typeof COMMISSION_BASES)[number];
+/** Kinds of append-only {@link CommissionAdjustment} corrections. */
+export declare const COMMISSION_ADJUSTMENT_KINDS: readonly ["refund", "credit", "chargeback", "dispute", "correction"];
+export type CommissionAdjustmentKind = (typeof COMMISSION_ADJUSTMENT_KINDS)[number];
+/**
+ * Lifecycle of a {@link CommissionPayout} settlement batch.
+ *
+ * `pending → approved → processing → completed | failed`, with `failed`
+ * reachable from `approved`/`processing` and resettable to `pending` only via
+ * the dedicated `resetFromFailed()` helper.
+ */
+export declare const COMMISSION_PAYOUT_STATUSES: readonly ["pending", "approved", "processing", "completed", "failed"];
+export type CommissionPayoutStatus = (typeof COMMISSION_PAYOUT_STATUSES)[number];
+/**
+ * Recommended earning-event kinds. The `EarningEvent.eventKind` field stays an
+ * open string so applications can define their own commercial vocabulary —
+ * these are the kinds the framework's own modules emit and recognize.
+ */
+export declare const EARNING_EVENT_KINDS: readonly ["conversion", "agreement_execution", "invoice_payment", "collected_revenue", "recognized_margin", "milestone"];
+export type EarningEventKind = (typeof EARNING_EVENT_KINDS)[number];
+/**
+ * Commission statuses whose unsettled adjustments count toward an earner's
+ * net payable balance (and are gathered into payout batches). Adjustments
+ * against a still-`pending` commission stay out of settlement until the
+ * underlying earning clears.
+ */
+export declare const ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES: readonly ["earned", "approved", "payable", "paid"];
+/** Recurrence contract for a {@link CommissionPlanComponent}. */
+export interface CommissionPlanComponentRecurrence {
+    /** `one_time` fires at most once per earner+terms; `recurring` repeats. */
+    kind: 'one_time' | 'recurring';
+    /** Maximum number of occurrences for `recurring` components. */
+    maxOccurrences?: number;
+    /**
+     * Only events whose `occurredAt` falls within `anchorAt + windowMonths`
+     * qualify (the anchor — e.g. an agreement's effective date — is supplied by
+     * the caller at calculation time).
+     */
+    windowMonths?: number;
+}
+/**
+ * One calculation term inside a {@link CommissionPlan}'s `components` JSON
+ * array. Each earning event is matched against every component whose
+ * `trigger` equals the event's `eventKind` (or `'*'`).
+ */
+export interface CommissionPlanComponent {
+    /** Unique key within the plan (stable across versions by convention). */
+    key: string;
+    /** Earning-event kind this component fires on, or `'*'` for any kind. */
+    trigger: string;
+    /** How the commission base amount is resolved from the event. */
+    basis: CommissionBasis;
+    /** Rate in the range 0–1. Required for every basis except `fixed`. */
+    rate?: number;
+    /** Flat amount in integer cents. Required for basis `fixed`. */
+    fixedAmountCents?: number;
+    /** Optional recurrence limits; omitted means unlimited. */
+    recurrence?: CommissionPlanComponentRecurrence;
+    /**
+     * For basis `custom`: the key into the earning event's `customBases`
+     * JSON map (`basisKey → cents`) that supplies the base amount.
+     */
+    customBasisKey?: string;
+}
+/**
+ * Everything needed to reproduce a Commission's `amountCents` from first
+ * principles. Persisted as a JSON string on every Commission so amounts stay
+ * auditable even after plans are superseded.
+ */
+export interface CommissionCalculationTrace {
+    planKey: string;
+    planVersion: number;
+    componentKey: string;
+    basis: CommissionBasis;
+    /** Base amount the rate was applied to, in integer cents. */
+    baseAmountCents: number;
+    /** Rate applied (0–1). Recorded as `0` for `fixed`-basis components. */
+    rate: number;
+    /** Split share applied (0–1; `1` for unsplit commissions). */
+    shareFraction: number;
+    /** Zero-based occurrence index within the component's recurrence. */
+    occurrenceIndex: number;
+    /** Id of the {@link EarningEvent} evidence row. */
+    earningEventId: string;
+    /** Rounding contract used by `roundCents()`. */
+    roundingMode: 'half_away_from_zero';
+}
+/**
+ * Computed (never stored) per-earner, per-currency balance snapshot.
+ * All figures in integer cents.
+ */
+export interface EarnerBalance {
+    earnerId: string;
+    currency: string;
+    /** Σ unsettled `payable` commissions. */
+    payableCents: number;
+    /** Σ `pending` commissions (still clearing). */
+    pendingCents: number;
+    /** Σ `earned` commissions (cleared, awaiting approval). */
+    earnedCents: number;
+    /** Σ `approved` commissions (awaiting payable release). */
+    approvedCents: number;
+    /**
+     * Σ unsettled adjustments whose parent commission is
+     * earned/approved/payable/paid (signed — clawbacks are negative).
+     */
+    unsettledAdjustmentCents: number;
+    /** `payableCents + unsettledAdjustmentCents`. May be negative. */
+    netPayableCents: number;
+}
+/** Options for constructing an {@link Earner}. */
+export interface EarnerOptions extends SmrtObjectOptions {
+    tenantId?: string | null;
+    profileId?: string;
+    displayName?: string;
+    status?: EarnerStatus;
+    payoutMethod?: PayoutMethod;
+    payoutThresholdCents?: number;
+    payoutScheduleKey?: string;
+    currency?: string;
+    metadata?: string;
+}
+/** Options for constructing a {@link CommissionPlan}. */
+export interface CommissionPlanOptions extends SmrtObjectOptions {
+    tenantId?: string | null;
+    planKey?: string;
+    version?: number;
+    name?: string;
+    description?: string;
+    status?: CommissionPlanStatus;
+    effectiveFrom?: Date | string | number | null;
+    currency?: string;
+    components?: string;
+    metadata?: string;
+}
+/** Options for constructing an {@link EarningEvent}. */
+export interface EarningEventOptions extends SmrtObjectOptions {
+    tenantId?: string | null;
+    eventKind?: string;
+    occurredAt?: Date | string | number;
+    sourceKind?: string;
+    sourceId?: string;
+    grossAmountCents?: number;
+    netAmountCents?: number | null;
+    marginCents?: number | null;
+    currency?: string;
+    customBases?: string;
+    dedupeKey?: string;
+    metadata?: string;
+}
+/** Options for constructing a {@link Commission}. */
+export interface CommissionOptions extends SmrtObjectOptions {
+    tenantId?: string | null;
+    earnerId?: string;
+    earningEventId?: string;
+    planKey?: string;
+    planVersion?: number;
+    componentKey?: string;
+    termsSnapshotKind?: string;
+    termsSnapshotId?: string;
+    basis?: CommissionBasis;
+    baseAmountCents?: number;
+    rate?: number;
+    shareFraction?: number;
+    splitGroupId?: string;
+    amountCents?: number;
+    currency?: string;
+    status?: CommissionStatus;
+    clearingEndsAt?: Date | string | number | null;
+    earnedAt?: Date | string | number | null;
+    approvedAt?: Date | string | number | null;
+    payableAt?: Date | string | number | null;
+    paidAt?: Date | string | number | null;
+    payoutId?: string;
+    sourceKind?: string;
+    sourceId?: string;
+    calculationTrace?: string;
+    dedupeKey?: string;
+    metadata?: string;
+}
+/** Options for constructing a {@link CommissionAdjustment}. */
+export interface CommissionAdjustmentOptions extends SmrtObjectOptions {
+    tenantId?: string | null;
+    commissionId?: string;
+    earnerId?: string;
+    adjustmentKind?: CommissionAdjustmentKind;
+    amountCents?: number;
+    currency?: string;
+    reason?: string;
+    createdByProfileId?: string;
+    payoutId?: string;
+    metadata?: string;
+}
+/** Options for constructing a {@link CommissionPayout}. */
+export interface CommissionPayoutOptions extends SmrtObjectOptions {
+    tenantId?: string | null;
+    earnerId?: string;
+    periodStart?: Date | string | number | null;
+    periodEnd?: Date | string | number | null;
+    commissionTotalCents?: number;
+    adjustmentTotalCents?: number;
+    totalAmountCents?: number;
+    currency?: string;
+    payoutMethod?: PayoutMethod;
+    status?: CommissionPayoutStatus;
+    paymentReference?: string;
+    providerRef?: string;
+    paidAt?: Date | string | number | null;
+    invoiceId?: string;
+    notes?: string;
+    idempotencyKey?: string;
+    metadata?: string;
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/commissions/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/commissions.d.ts

@@ -0,0 +1,2 @@
+export * from './commissions/index.js';
+//# sourceMappingURL=commissions.d.ts.map

package/dist/commissions.d.ts.map

@@ -0,0 +1 @@
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package/dist/commissions.js

@@ -0,0 +1,3 @@
+import "./chunks/__smrt-register__-kWdT7LOt.js";
+import { A as CommissionAdjustment, C as EARNING_EVENT_KINDS, D as CommissionCollection, E as CommissionPayout, O as Commission, S as EARNER_STATUSES, T as CommissionPayoutCollection, _ as COMMISSION_ADJUSTMENT_KINDS, a as amountToCents, b as COMMISSION_PLAN_STATUSES, c as roundCents, d as EarnerCollection, f as Earner, g as ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, h as validateCommissionPlanComponents, i as CommissionBalanceService, k as CommissionAdjustmentCollection, l as EarningEventCollection, m as CommissionPlan, n as CommissionPayoutService, o as calculateCommissionAmountCents, p as CommissionPlanCollection, r as CommissionCalculationService, s as centsToAmount, t as CommissionSettlementService, u as EarningEvent, v as COMMISSION_BASES, w as PAYOUT_METHODS, x as COMMISSION_STATUSES, y as COMMISSION_PAYOUT_STATUSES } from "./chunks/commissions-BCxqOKVM.js";
+export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, COMMISSION_ADJUSTMENT_KINDS, COMMISSION_BASES, COMMISSION_PAYOUT_STATUSES, COMMISSION_PLAN_STATUSES, COMMISSION_STATUSES, Commission, CommissionAdjustment, CommissionAdjustmentCollection, CommissionBalanceService, CommissionCalculationService, CommissionCollection, CommissionPayout, CommissionPayoutCollection, CommissionPayoutService, CommissionPlan, CommissionPlanCollection, CommissionSettlementService, EARNER_STATUSES, EARNING_EVENT_KINDS, Earner, EarnerCollection, EarningEvent, EarningEventCollection, PAYOUT_METHODS, amountToCents, calculateCommissionAmountCents, centsToAmount, roundCents, validateCommissionPlanComponents };

package/dist/crm/collections/LeadCollection.d.ts

@@ -0,0 +1,79 @@
+import { SmrtCollection } from '@happyvertical/smrt-core';
+import { Lead } from '../models/Lead.js';
+import { Opportunity } from '../models/Opportunity.js';
+import { SalesActivity } from '../models/SalesActivity.js';
+import { LeadStatus, MergeLeadsParams, MergeLeadsResult, QualifyLeadParams } from '../types.js';
+export declare class LeadCollection extends SmrtCollection<Lead> {
+    static readonly _itemClass: typeof Lead;
+    private opportunityCollectionPromise;
+    private pipelineCollectionPromise;
+    private activityCollectionPromise;
+    /** Sibling opportunity collection sharing this collection's DB connection. */
+    private getOpportunityCollection;
+    /** Sibling pipeline collection sharing this collection's DB connection. */
+    private getPipelineCollection;
+    /** Sibling activity collection sharing this collection's DB connection. */
+    private getActivityCollection;
+    /** Leads in a given lifecycle status, newest first. */
+    findByStatus(status: LeadStatus): Promise<Lead[]>;
+    /** Leads owned by a given sales rep, newest first. */
+    findByOwner(ownerRepId: string): Promise<Lead[]>;
+    /**
+     * Qualify a lead into an Opportunity.
+     *
+     * Transitions the lead to `qualified` (stamping `qualifiedAt` once) and
+     * creates an Opportunity at the FIRST stage of the target pipeline —
+     * `pipelineId` when given, otherwise the seeded default pipeline
+     * (`ensureDefaultPipeline()`). The opportunity adopts the first stage's
+     * probability, copies the lead's `sourceKind`/`sourceId` for reporting,
+     * and defaults its name/owner from the lead. A `qualification`
+     * SalesActivity is written on BOTH the lead and the opportunity.
+     *
+     * IDEMPOTENT: when the lead is already `qualified` and an opportunity
+     * exists for it, that opportunity is returned unchanged (no new rows, no
+     * new activities). A qualified lead with no opportunity (interrupted
+     * earlier run) is healed by creating the missing opportunity.
+     *
+     * Illegal source statuses are rejected by the lead's save-time transition
+     * guard (`disqualified`/`merged` leads cannot be qualified).
+     *
+     * @returns The (existing or newly created) opportunity
+     */
+    qualify(params: QualifyLeadParams): Promise<Opportunity>;
+    /**
+     * Audited duplicate merge: fold the `loserId` lead into the `winnerId`
+     * lead.
+     *
+     * Validations: the ids must differ, both leads must exist, the loser must
+     * not already be merged, the winner must not itself be merged (merge into
+     * the chain head instead), and the merge must not create a
+     * `mergedIntoId` cycle.
+     *
+     * Effects:
+     * - EMPTY winner contact fields (`contactName`/`email`/`phone`/
+     *   `organizationName`) are filled from the loser; non-empty winner data
+     *   is never overwritten;
+     * - the loser's acquisition context is appended into the winner's under a
+     *   `mergedSources` array (both histories preserved verbatim);
+     * - the loser becomes terminal: `status: 'merged'` +
+     *   `mergedIntoId: winnerId`;
+     * - a `merge` SalesActivity is written on BOTH leads, each carrying a full
+     *   pre-merge loser snapshot in metadata;
+     * - the loser's existing activities STAY attached to the loser (history
+     *   preserved in place) — read the combined trail via
+     *   {@link activitiesIncludingMerged}.
+     */
+    mergeLeads(params: MergeLeadsParams): Promise<MergeLeadsResult>;
+    /**
+     * The lead's activity trail INCLUDING the trails of every lead merged into
+     * it, transitively (losers keep their own activities; this read
+     * re-assembles the full history across `mergedIntoId` chains).
+     *
+     * Traversal is breadth-first over merge children with a visited-set guard,
+     * so malformed cyclic data cannot loop. Results are in chronological
+     * order.
+     */
+    activitiesIncludingMerged(leadId: string): Promise<SalesActivity[]>;
+}
+export default LeadCollection;
+//# sourceMappingURL=LeadCollection.d.ts.map

package/dist/crm/collections/LeadCollection.d.ts.map

@@ -0,0 +1 @@
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package/dist/crm/collections/OpportunityCollection.d.ts

@@ -0,0 +1,42 @@
+import { SmrtCollection } from '@happyvertical/smrt-core';
+import { Opportunity } from '../models/Opportunity.js';
+import { MoveToStageParams } from '../types.js';
+export declare class OpportunityCollection extends SmrtCollection<Opportunity> {
+    static readonly _itemClass: typeof Opportunity;
+    private stageCollectionPromise;
+    private activityCollectionPromise;
+    /** Sibling stage collection sharing this collection's DB connection. */
+    private getStageCollection;
+    /** Sibling activity collection sharing this collection's DB connection. */
+    private getActivityCollection;
+    /**
+     * Opportunities originating from a given lead, oldest first (the first row
+     * is the one `LeadCollection.qualify()` treats as canonical).
+     */
+    findByLead(leadId: string): Promise<Opportunity[]>;
+    /**
+     * Open (still in play) opportunities, optionally narrowed to one pipeline.
+     */
+    findOpen(pipelineId?: string): Promise<Opportunity[]>;
+    /**
+     * Move an opportunity to another stage of ITS pipeline, with the full
+     * consequence set:
+     *
+     * - validates the target stage belongs to the opportunity's pipeline
+     *   (an opportunity created without a pipeline adopts the stage's);
+     * - adopts the stage's default `probability` unless
+     *   `probabilityOverride` is given;
+     * - terminal stages close the deal: `isWon` sets `status: 'won'` +
+     *   `wonAt`; `isLost` sets `status: 'lost'` + `lostAt` (record the loss
+     *   reason via `outcomeReason`);
+     * - writes a `stage_change` SalesActivity carrying from/to detail.
+     *
+     * Moves after a terminal status are rejected — a closed deal's history is
+     * settled; reopening is not supported (create a new opportunity instead).
+     *
+     * @returns The updated opportunity
+     */
+    moveToStage(params: MoveToStageParams): Promise<Opportunity>;
+}
+export default OpportunityCollection;
+//# sourceMappingURL=OpportunityCollection.d.ts.map

package/dist/crm/collections/OpportunityCollection.d.ts.map

@@ -0,0 +1 @@
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package/dist/crm/collections/OpportunityConversionCollection.d.ts

@@ -0,0 +1,26 @@
+import { SmrtCollection } from '@happyvertical/smrt-core';
+import { OpportunityConversion } from '../models/OpportunityConversion.js';
+import { RecordConversionParams, RecordConversionResult } from '../types.js';
+export declare class OpportunityConversionCollection extends SmrtCollection<OpportunityConversion> {
+    static readonly _itemClass: typeof OpportunityConversion;
+    private opportunityCollectionPromise;
+    /** Sibling opportunity collection sharing this collection's DB connection. */
+    private getOpportunityCollection;
+    /** All conversion links recorded for one opportunity, oldest first. */
+    findByOpportunity(opportunityId: string): Promise<OpportunityConversion[]>;
+    /**
+     * Record that a WON opportunity materialized into a downstream record,
+     * idempotently on the natural key `(opportunityId, targetKind, targetId)`.
+     *
+     * Preconditions: the opportunity must exist and its status must be `'won'`
+     * — conversions from open or lost deals are rejected with a clear error.
+     * CRM only records the link; creating the downstream record itself
+     * (client, project, contract, subscription, …) is the caller's job.
+     *
+     * @returns `{ conversion, created }` — `created: false` when the link
+     *   already existed (the existing row is returned untouched)
+     */
+    recordConversion(params: RecordConversionParams): Promise<RecordConversionResult>;
+}
+export default OpportunityConversionCollection;
+//# sourceMappingURL=OpportunityConversionCollection.d.ts.map

package/dist/crm/collections/OpportunityConversionCollection.d.ts.map

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package/dist/crm/collections/PipelineDefinitionCollection.d.ts

@@ -0,0 +1,46 @@
+import { SmrtCollection } from '@happyvertical/smrt-core';
+import { PipelineDefinition } from '../models/PipelineDefinition.js';
+import { PipelineStage } from '../models/PipelineStage.js';
+import { EnsureDefaultPipelineParams, EnsureDefaultPipelineResult } from '../types.js';
+export declare class PipelineDefinitionCollection extends SmrtCollection<PipelineDefinition> {
+    static readonly _itemClass: typeof PipelineDefinition;
+    private stageCollectionPromise;
+    /** Sibling stage collection sharing this collection's DB connection. */
+    private getStageCollection;
+    /**
+     * Find one pipeline by its machine key (natural key within the tenant
+     * scope — ambient tenancy auto-filters the lookup).
+     */
+    findByKey(key: string): Promise<PipelineDefinition | null>;
+    /**
+     * Find the pipeline flagged `isDefault` (informational designation).
+     */
+    findDefault(): Promise<PipelineDefinition | null>;
+    /**
+     * A pipeline's stages in board order (`sortOrder` ascending).
+     */
+    getStages(pipelineId: string): Promise<PipelineStage[]>;
+    /**
+     * Idempotently find-or-create the seeded default pipeline (key
+     * `'default'`, `isDefault: true`) and its 7 default stages:
+     * `new(0.1) → qualified(0.25) → discovery(0.4) → proposal(0.6) →
+     * negotiation(0.8) → closed_won(1.0, isWon) → closed_lost(0.0, isLost)`.
+     *
+     * Idempotency is per stage KEY: a second call creates nothing, and a
+     * partially-seeded pipeline (e.g. an interrupted first run) is healed by
+     * creating only the missing keys. Existing stages are never overwritten —
+     * renames, re-weights, reorders, and custom stages added via normal
+     * PipelineStage operations all survive re-runs.
+     *
+     * Tenancy: under an ambient `withTenant()` context the pipeline/stages
+     * auto-scope to that tenant; pass `tenantId` to seed for a specific tenant
+     * from a system/global context. Lookup is by natural key, so each tenant
+     * gets exactly one seeded default pipeline.
+     *
+     * @returns The pipeline plus ALL of its stages ordered by `sortOrder`
+     *   (including any custom stages added since seeding)
+     */
+    ensureDefaultPipeline(params?: EnsureDefaultPipelineParams): Promise<EnsureDefaultPipelineResult>;
+}
+export default PipelineDefinitionCollection;
+//# sourceMappingURL=PipelineDefinitionCollection.d.ts.map

package/dist/crm/collections/PipelineDefinitionCollection.d.ts.map

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package/dist/crm/collections/PipelineStageCollection.d.ts

@@ -0,0 +1,22 @@
+import { SmrtCollection } from '@happyvertical/smrt-core';
+import { PipelineStage } from '../models/PipelineStage.js';
+export declare class PipelineStageCollection extends SmrtCollection<PipelineStage> {
+    static readonly _itemClass: typeof PipelineStage;
+    /**
+     * List a pipeline's stages in board order.
+     *
+     * @param pipelineId - Owning PipelineDefinition id
+     * @returns Stages ordered by `sortOrder` ascending
+     */
+    findByPipeline(pipelineId: string): Promise<PipelineStage[]>;
+    /**
+     * Find one stage by its natural key within a pipeline.
+     *
+     * @param pipelineId - Owning PipelineDefinition id
+     * @param key - Stage machine key (e.g. `'proposal'`)
+     * @returns The stage, or null when the key does not exist in the pipeline
+     */
+    findByKey(pipelineId: string, key: string): Promise<PipelineStage | null>;
+}
+export default PipelineStageCollection;
+//# sourceMappingURL=PipelineStageCollection.d.ts.map

package/dist/crm/collections/PipelineStageCollection.d.ts.map

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package/dist/crm/collections/SalesActivityCollection.d.ts

@@ -0,0 +1,24 @@
+import { SmrtCollection } from '@happyvertical/smrt-core';
+import { SalesActivity } from '../models/SalesActivity.js';
+import { SalesActivitySubjectKind } from '../types.js';
+export declare class SalesActivityCollection extends SmrtCollection<SalesActivity> {
+    static readonly _itemClass: typeof SalesActivity;
+    /**
+     * Full trail for one subject, oldest first (chronological reading order).
+     *
+     * @param subjectKind - `'lead'` or `'opportunity'`
+     * @param subjectId - Subject row id
+     */
+    findBySubject(subjectKind: SalesActivitySubjectKind, subjectId: string): Promise<SalesActivity[]>;
+    /**
+     * Open next actions for one subject: activities with a due date
+     * (`dueAt` set) that have not been completed (`completedAt` null),
+     * soonest due first.
+     *
+     * @param subjectKind - `'lead'` or `'opportunity'`
+     * @param subjectId - Subject row id
+     */
+    findOpenTasks(subjectKind: SalesActivitySubjectKind, subjectId: string): Promise<SalesActivity[]>;
+}
+export default SalesActivityCollection;
+//# sourceMappingURL=SalesActivityCollection.d.ts.map

package/dist/crm/collections/SalesActivityCollection.d.ts.map

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package/dist/crm/collections/SalesRepresentativeCollection.d.ts

@@ -0,0 +1,19 @@
+import { SmrtCollection } from '@happyvertical/smrt-core';
+import { SalesRepresentative } from '../models/SalesRepresentative.js';
+export declare class SalesRepresentativeCollection extends SmrtCollection<SalesRepresentative> {
+    static readonly _itemClass: typeof SalesRepresentative;
+    /**
+     * Find rep roles held by a given profile (a profile may hold the role in
+     * several tenants/contexts).
+     *
+     * @param profileId - smrt-profiles Profile id
+     * @returns Reps for that profile, newest first
+     */
+    findByProfile(profileId: string): Promise<SalesRepresentative[]>;
+    /**
+     * Find all active reps (eligible for new lead/opportunity assignment).
+     */
+    findActive(): Promise<SalesRepresentative[]>;
+}
+export default SalesRepresentativeCollection;
+//# sourceMappingURL=SalesRepresentativeCollection.d.ts.map

package/dist/crm/collections/SalesRepresentativeCollection.d.ts.map

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