@happyvertical/smrt-sales 0.39.2

package/dist/crm/index.d.ts

@@ -0,0 +1,27 @@
+/**
+ * CRM module of `@happyvertical/smrt-sales`.
+ *
+ * Leads, Opportunities, configurable Pipelines, the SalesRepresentative
+ * role, the SalesActivity audit/next-action trail, and idempotent
+ * OpportunityConversion links. No referral or commission semantics live
+ * here — the only commissions touchpoint is the string `earnerId` FK on
+ * SalesRepresentative (see `packages/sales/AGENTS.md`).
+ *
+ * @packageDocumentation
+ */
+export { LeadCollection } from './collections/LeadCollection.js';
+export { OpportunityCollection } from './collections/OpportunityCollection.js';
+export { OpportunityConversionCollection } from './collections/OpportunityConversionCollection.js';
+export { PipelineDefinitionCollection } from './collections/PipelineDefinitionCollection.js';
+export { PipelineStageCollection } from './collections/PipelineStageCollection.js';
+export { SalesActivityCollection } from './collections/SalesActivityCollection.js';
+export { SalesRepresentativeCollection } from './collections/SalesRepresentativeCollection.js';
+export { Lead } from './models/Lead.js';
+export { Opportunity } from './models/Opportunity.js';
+export { OpportunityConversion } from './models/OpportunityConversion.js';
+export { PipelineDefinition } from './models/PipelineDefinition.js';
+export { PipelineStage } from './models/PipelineStage.js';
+export { SalesActivity } from './models/SalesActivity.js';
+export { SalesRepresentative } from './models/SalesRepresentative.js';
+export * from './types.js';
+//# sourceMappingURL=index.d.ts.map

package/dist/crm/index.d.ts.map

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package/dist/crm/models/Lead.d.ts

@@ -0,0 +1,135 @@
+import { SmrtObject } from '@happyvertical/smrt-core';
+import { LeadOptions, LeadStatus } from '../types.js';
+/**
+ * Lead is an identified prospect: a person/organization that showed intent
+ * but has not yet been qualified into an Opportunity.
+ *
+ * Acquisition provenance is generic — `sourceKind`/`sourceId` name where the
+ * lead came from (a campaign, an import, a referral, a form, …) without this
+ * module knowing referral semantics; `acquisitionContext` preserves the raw
+ * acquisition payload as JSON, and audited merges append the loser's context
+ * under a `mergedSources` array so no acquisition history is ever lost.
+ *
+ * Leads are never deleted (audit trail): duplicates are merged via
+ * `LeadCollection.mergeLeads()` — the loser becomes terminal `merged` with
+ * `mergedIntoId` pointing at the winner, and its activities stay attached.
+ *
+ * @example
+ * ```typescript
+ * const leads = await LeadCollection.create({ db });
+ * const lead = await leads.create({
+ *   name: 'Acme rooftop retrofit',
+ *   email: 'facilities@acme.test',
+ *   sourceKind: 'campaign',
+ *   sourceId: 'spring-2026',
+ * });
+ * const opportunity = await leads.qualify({ leadId: lead.id ?? '' });
+ * ```
+ */
+export declare class Lead extends SmrtObject {
+    /**
+     * Tenant ID for multi-tenant isolation.
+     * Nullable to support both tenant-scoped and global leads.
+     */
+    tenantId: string | null;
+    /** Short descriptive name of the prospect/deal-to-be. Required. */
+    name: string;
+    /** Primary human contact name. */
+    contactName: string;
+    /** Primary contact email. */
+    email: string;
+    /** Primary contact phone. */
+    phone: string;
+    /** Prospect organization/company name. */
+    organizationName: string;
+    /**
+     * Optional identity link once the prospect is a known Profile —
+     * cross-package string reference to smrt-profiles.
+     */
+    profileId: string;
+    /** Owning sales rep (assignment). Empty while unassigned. */
+    ownerRepId: string;
+    /** Lifecycle status; transitions are save-guarded (see module map). */
+    status: LeadStatus;
+    /**
+     * Generic acquisition-source kind (open string): `'campaign'`,
+     * `'referral'`, `'import'`, `'web_form'`, … CRM stores the pointer without
+     * interpreting it — referral attribution lives in the referrals module.
+     */
+    sourceKind: string;
+    /** Identifier within the `sourceKind` namespace. */
+    sourceId: string;
+    /**
+     * Preserved acquisition history as a JSON object string. Use
+     * {@link getAcquisitionContext}/{@link setAcquisitionContext}. Merges append
+     * the losing lead's context under a `mergedSources` array — both sides'
+     * histories survive.
+     */
+    acquisitionContext: string;
+    /**
+     * Generic external intake-draft reference (open string) — e.g. the id of a
+     * form submission, imported CSV row, or referral intake draft that this
+     * lead was materialized from.
+     */
+    intakeRef: string;
+    /**
+     * Winner lead this row was merged into. Set (with status `merged`) by
+     * `LeadCollection.mergeLeads()`; empty for live leads. Self-referencing FK.
+     */
+    mergedIntoId: string;
+    /** When the lead was qualified into an opportunity. */
+    qualifiedAt: Date | null;
+    /**
+     * Free-form JSON object stored as a string. Use
+     * {@link getMetadata}/{@link setMetadata} instead of parsing manually.
+     */
+    metadata: string;
+    constructor(options?: LeadOptions);
+    /** Whether the lead has been folded into another lead (terminal). */
+    isMerged(): boolean;
+    /** Whether the lead has been qualified into an opportunity. */
+    isQualified(): boolean;
+    /** Parse the acquisition-context JSON string; `{}` on malformed content. */
+    getAcquisitionContext(): Record<string, unknown>;
+    /** Serialize and store the acquisition-context object. */
+    setAcquisitionContext(context: Record<string, unknown>): void;
+    /** Parse the metadata JSON string; returns `{}` on malformed content. */
+    getMetadata(): Record<string, unknown>;
+    /** Serialize and store the metadata object. */
+    setMetadata(metadata: Record<string, unknown>): void;
+    /**
+     * Capture the status the row was loaded with so the save-time transition
+     * guard can reject illegal status flips made via raw field assignment
+     * (mass-assignment on the generated update route, a stale caller, etc.).
+     * Only persisted rows carry a prior status.
+     */
+    initialize(): Promise<this>;
+    /**
+     * Validate the status transition before persisting, then save. A forged
+     * `status` (e.g. un-merging a merged lead) is rejected here regardless of
+     * how the instance was constructed.
+     */
+    save(): Promise<this>;
+    /**
+     * Reject an illegal status flip done via raw assignment. No-op transitions
+     * and brand-new rows are always allowed.
+     */
+    protected assertLeadStatusTransition(prior: LeadStatus | undefined): void;
+    /**
+     * Resolve the AUTHORITATIVE prior status (commerce Contract pattern). The
+     * WeakMap is only populated when {@link initialize} loaded the row from the
+     * DB; it is empty for an instance built via
+     * `collection.create({ id: <existing>, _skipLoad: true })` — the upsert
+     * path that writes onto an existing row without hydrating it. Trusting an
+     * empty WeakMap there would treat the write as a brand-new row and skip the
+     * guard entirely (a poisonable prior-state).
+     *
+     * So when this instance carries an `id`, read the persisted row straight
+     * from the database and treat its `status` as the prior. Only when no row
+     * exists (truly new) do we fall back to the WeakMap. The raw row's `status`
+     * column is single-word (no snake_case transform).
+     */
+    protected resolvePriorStatus(): Promise<LeadStatus | undefined>;
+}
+export default Lead;
+//# sourceMappingURL=Lead.d.ts.map

package/dist/crm/models/Lead.d.ts.map

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package/dist/crm/models/Opportunity.d.ts

@@ -0,0 +1,111 @@
+import { SmrtObject } from '@happyvertical/smrt-core';
+import { OpportunityOptions, OpportunityStatus } from '../types.js';
+/**
+ * Opportunity is a qualified engagement: a deal with an expected value moving
+ * through the stages of a PipelineDefinition.
+ *
+ * Money is integer cents (`expectedValueCents`, INTEGER) with an ISO 4217
+ * `currency`; `probability` is a decimal in `0`–`1` (DECIMAL). Stage
+ * movement goes through `OpportunityCollection.moveToStage()`, which
+ * validates the stage belongs to the opportunity's pipeline, adopts the
+ * stage's probability, closes the deal on terminal stages, and writes a
+ * `stage_change` SalesActivity. `sourceKind`/`sourceId` are copied from the
+ * originating Lead at qualification time so reporting can attribute won
+ * revenue without joining back through leads.
+ *
+ * @example
+ * ```typescript
+ * const opportunities = await OpportunityCollection.create({ db });
+ * const moved = await opportunities.moveToStage({
+ *   opportunityId: opportunity.id ?? '',
+ *   stageId: proposalStage.id ?? '',
+ * });
+ * ```
+ */
+export declare class Opportunity extends SmrtObject {
+    /**
+     * Tenant ID for multi-tenant isolation.
+     * Nullable to support both tenant-scoped and global opportunities.
+     */
+    tenantId: string | null;
+    /** Deal name shown on boards and lists. Required. */
+    name: string;
+    /** Originating lead (empty for opportunities created directly). */
+    leadId: string;
+    /** Owning sales rep. */
+    ownerRepId: string;
+    /** Pipeline the deal moves through. */
+    pipelineId: string;
+    /** Current stage within the pipeline. */
+    stageId: string;
+    /** Expected deal value in integer cents (INTEGER column). */
+    expectedValueCents: number;
+    /** ISO 4217 currency code for `expectedValueCents`. */
+    currency: string;
+    /**
+     * Win probability (`0`–`1`, DECIMAL). Adopted from the current stage's
+     * default on stage moves unless explicitly overridden.
+     */
+    probability: number;
+    /** Forecasted close date. */
+    expectedCloseAt: Date | null;
+    /** Lifecycle status; `open → won|lost` is save-guarded, terminal after. */
+    status: OpportunityStatus;
+    /**
+     * Human-readable outcome note — conventionally the loss reason
+     * (`'budget cut'`) or a win annotation.
+     */
+    outcomeReason: string;
+    /** When the deal closed as won. */
+    wonAt: Date | null;
+    /** When the deal closed as lost. */
+    lostAt: Date | null;
+    /**
+     * Acquisition source copied from the originating lead at qualification
+     * time (open string), kept denormalized for reporting.
+     */
+    sourceKind: string;
+    /** Identifier within the `sourceKind` namespace (copied from the lead). */
+    sourceId: string;
+    /**
+     * Free-form JSON object stored as a string. Use
+     * {@link getMetadata}/{@link setMetadata} instead of parsing manually.
+     */
+    metadata: string;
+    constructor(options?: OpportunityOptions);
+    /** Whether the deal is still in play. */
+    isOpen(): boolean;
+    /** Whether the deal closed (won or lost). */
+    isClosed(): boolean;
+    /** Parse the metadata JSON string; returns `{}` on malformed content. */
+    getMetadata(): Record<string, unknown>;
+    /** Serialize and store the metadata object. */
+    setMetadata(metadata: Record<string, unknown>): void;
+    /**
+     * Capture the status the row was loaded with so the save-time transition
+     * guard can reject illegal status flips made via raw field assignment.
+     * Only persisted rows carry a prior status.
+     */
+    initialize(): Promise<this>;
+    /**
+     * Validate the status transition before persisting, then save. A forged
+     * `status` (e.g. re-opening a lost deal) is rejected here regardless of
+     * how the instance was constructed.
+     */
+    save(): Promise<this>;
+    /**
+     * Reject an illegal status flip done via raw assignment. No-op transitions
+     * and brand-new rows are always allowed.
+     */
+    protected assertOpportunityStatusTransition(prior: OpportunityStatus | undefined): void;
+    /**
+     * Resolve the AUTHORITATIVE prior status (commerce Contract pattern): when
+     * this instance carries an `id`, re-read the persisted row and use its
+     * `status` as the prior — a create-onto-existing is an update, and an
+     * un-hydrated instance must not bypass the guard. Falls back to the
+     * load-time WeakMap (empty for truly new rows → `undefined` = new).
+     */
+    protected resolvePriorStatus(): Promise<OpportunityStatus | undefined>;
+}
+export default Opportunity;
+//# sourceMappingURL=Opportunity.d.ts.map

package/dist/crm/models/Opportunity.d.ts.map

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package/dist/crm/models/OpportunityConversion.d.ts

@@ -0,0 +1,66 @@
+import { SmrtObject } from '@happyvertical/smrt-core';
+import { OpportunityConversionOptions } from '../types.js';
+/**
+ * OpportunityConversion records that a WON opportunity materialized into a
+ * downstream record — a client, project, contract, subscription, or any
+ * caller-defined kind. The target is a generic `(targetKind, targetId)`
+ * string pair: CRM never creates (or mutates) the downstream records
+ * themselves and never touches referral or commission state.
+ *
+ * The natural key `(opportunity_id, target_kind, target_id)`
+ * (`conflictColumns`) makes recording idempotent — use
+ * `OpportunityConversionCollection.recordConversion()`, which enforces the
+ * won-status precondition and reports whether the link already existed.
+ * Links are append-only: the generated surfaces expose `list`/`get`/`create`
+ * only (no update/delete).
+ *
+ * @example
+ * ```typescript
+ * const conversions = await OpportunityConversionCollection.create({ db });
+ * const { conversion, created } = await conversions.recordConversion({
+ *   opportunityId: opportunity.id ?? '',
+ *   targetKind: 'contract',
+ *   targetId: contractId,
+ * });
+ * ```
+ */
+export declare class OpportunityConversion extends SmrtObject {
+    /**
+     * Tenant ID for multi-tenant isolation.
+     * Nullable to support both tenant-scoped and global conversions.
+     */
+    tenantId: string | null;
+    /** The won opportunity that converted. Required. */
+    opportunityId: string;
+    /**
+     * Downstream record kind — OPEN string: `'client'`, `'project'`,
+     * `'contract'`, `'subscription'`, … Required.
+     */
+    targetKind: string;
+    /** Identifier of the downstream record within `targetKind`. Required. */
+    targetId: string;
+    /** Optional human-readable note about the conversion. */
+    note: string;
+    /**
+     * Free-form JSON object stored as a string. Use
+     * {@link getMetadata}/{@link setMetadata} instead of parsing manually.
+     */
+    metadata: string;
+    constructor(options?: OpportunityConversionOptions);
+    /** Parse the metadata JSON string; returns `{}` on malformed content. */
+    getMetadata(): Record<string, unknown>;
+    /** Serialize and store the metadata object. */
+    setMetadata(metadata: Record<string, unknown>): void;
+    /**
+     * Save with the append-only guard: a fresh instance whose
+     * `(opportunityId, targetKind, targetId)` natural key already belongs to
+     * a DIFFERENT row is refused — the conflict-column upsert would replace
+     * the existing conversion link (note and id) without the won-opportunity
+     * validation. Idempotent linking goes through
+     * `OpportunityConversionCollection.recordConversion()`, which finds
+     * first and reports `{ created: false }`.
+     */
+    save(): Promise<this>;
+}
+export default OpportunityConversion;
+//# sourceMappingURL=OpportunityConversion.d.ts.map

package/dist/crm/models/OpportunityConversion.d.ts.map

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package/dist/crm/models/PipelineDefinition.d.ts

@@ -0,0 +1,58 @@
+import { SmrtObject } from '@happyvertical/smrt-core';
+import { PipelineDefinitionOptions, PipelineStatus } from '../types.js';
+/**
+ * PipelineDefinition names an ordered set of {@link PipelineStage | stages}
+ * that opportunities move through. Pipelines are configuration rows, not
+ * code: tenants can run several (e.g. `default`, `enterprise`, `renewals`)
+ * and reshape stages freely without any Lead/Opportunity model change.
+ *
+ * The natural key is `(tenant_id, key)` (`conflictColumns`), so re-seeding a
+ * pipeline with the same key upserts instead of duplicating. The seeded
+ * default pipeline (key `'default'`, 7 stages) comes from
+ * `PipelineDefinitionCollection.ensureDefaultPipeline()`.
+ *
+ * @example
+ * ```typescript
+ * const pipelines = await PipelineDefinitionCollection.create({ db });
+ * const { pipeline, stages } = await pipelines.ensureDefaultPipeline();
+ * const enterprise = await pipelines.create({
+ *   key: 'enterprise',
+ *   name: 'Enterprise motion',
+ * });
+ * ```
+ */
+export declare class PipelineDefinition extends SmrtObject {
+    /**
+     * Tenant ID for multi-tenant isolation.
+     * Nullable to support both tenant-scoped and global pipelines.
+     */
+    tenantId: string | null;
+    /**
+     * Stable machine key, unique per tenant (natural key with `tenantId`).
+     * Required — e.g. `'default'`, `'enterprise'`.
+     */
+    key: string;
+    /** Human-readable pipeline name shown on CRM surfaces. */
+    name: string;
+    /**
+     * Marks the tenant's default pipeline. Informational for pickers/UI; the
+     * seeded default pipeline sets it `true`.
+     */
+    isDefault: boolean;
+    /** `active` pipelines accept new opportunities; `archived` are read-only history. */
+    status: PipelineStatus;
+    /**
+     * Free-form JSON object stored as a string. Use
+     * {@link getMetadata}/{@link setMetadata} instead of parsing manually.
+     */
+    metadata: string;
+    constructor(options?: PipelineDefinitionOptions);
+    /** Whether the pipeline accepts new opportunities. */
+    isActive(): boolean;
+    /** Parse the metadata JSON string; returns `{}` on malformed content. */
+    getMetadata(): Record<string, unknown>;
+    /** Serialize and store the metadata object. */
+    setMetadata(metadata: Record<string, unknown>): void;
+}
+export default PipelineDefinition;
+//# sourceMappingURL=PipelineDefinition.d.ts.map

package/dist/crm/models/PipelineDefinition.d.ts.map

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package/dist/crm/models/PipelineStage.d.ts

@@ -0,0 +1,66 @@
+import { SmrtObject } from '@happyvertical/smrt-core';
+import { PipelineStageOptions } from '../types.js';
+/**
+ * PipelineStage is a configurable step within a pipeline. Stages carry the
+ * default win `probability` an opportunity adopts on entry and the terminal
+ * flags (`isWon`/`isLost`) that close an opportunity when it moves in
+ * (see `OpportunityCollection.moveToStage()`).
+ *
+ * Natural key `(pipeline_id, key)` (`conflictColumns`) — re-seeding a stage
+ * key within a pipeline upserts. Stages are plain rows: rename, re-weight,
+ * insert, or reorder (via `sortOrder`) with normal collection operations —
+ * no Lead/Opportunity model change is ever needed.
+ *
+ * @example
+ * ```typescript
+ * const stages = await PipelineStageCollection.create({ db });
+ * await stages.create({
+ *   pipelineId: pipeline.id,
+ *   key: 'legal_review',
+ *   name: 'Legal Review',
+ *   sortOrder: 45, // between seeded proposal (40) and negotiation (50)
+ *   probability: 0.7,
+ * });
+ * ```
+ */
+export declare class PipelineStage extends SmrtObject {
+    /**
+     * Tenant ID for multi-tenant isolation.
+     * Nullable to support both tenant-scoped and global stages.
+     */
+    tenantId: string | null;
+    /** Owning pipeline. Required. */
+    pipelineId: string;
+    /**
+     * Stable machine key, unique within the pipeline (natural key with
+     * `pipelineId`). Required — e.g. `'proposal'`, `'closed_won'`.
+     */
+    key: string;
+    /** Human-readable stage name shown on board columns. */
+    name: string;
+    /** Ordering within the pipeline (ascending). Seeded in steps of 10. */
+    sortOrder: number;
+    /**
+     * Default win probability (`0`–`1`, DECIMAL) adopted by an opportunity
+     * entering this stage unless the move overrides it.
+     */
+    probability: number;
+    /** Terminal flag: moving an opportunity here closes it as `won`. */
+    isWon: boolean;
+    /** Terminal flag: moving an opportunity here closes it as `lost`. */
+    isLost: boolean;
+    /**
+     * Free-form JSON object stored as a string. Use
+     * {@link getMetadata}/{@link setMetadata} instead of parsing manually.
+     */
+    metadata: string;
+    constructor(options?: PipelineStageOptions);
+    /** Whether entering this stage closes the opportunity (won or lost). */
+    isTerminal(): boolean;
+    /** Parse the metadata JSON string; returns `{}` on malformed content. */
+    getMetadata(): Record<string, unknown>;
+    /** Serialize and store the metadata object. */
+    setMetadata(metadata: Record<string, unknown>): void;
+}
+export default PipelineStage;
+//# sourceMappingURL=PipelineStage.d.ts.map

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package/dist/crm/models/SalesActivity.d.ts

@@ -0,0 +1,76 @@
+import { SmrtObject } from '@happyvertical/smrt-core';
+import { SalesActivityOptions, SalesActivitySubjectKind } from '../types.js';
+/**
+ * SalesActivity is the shared trail for Leads and Opportunities: human
+ * touchpoints (`note`, `call`, `email`, `meeting`), next actions (`task`
+ * with `dueAt`/`completedAt`), and framework-written audit rows
+ * (`assignment`, `qualification`, `stage_change`, `merge`, `status_change`).
+ *
+ * The subject is polymorphic by string pair — `subjectKind`
+ * (`'lead' | 'opportunity'`) plus `subjectId` — deliberately NOT a typed FK
+ * so one table serves both subjects. `activityKind` is an OPEN string;
+ * `SALES_ACTIVITY_KINDS` exports the recommended vocabulary.
+ *
+ * Activities are an immutable trail: the generated surfaces expose only
+ * `create`/`list`/`get` (no update/delete). Merges intentionally leave the
+ * losing lead's activities attached to the loser —
+ * `LeadCollection.activitiesIncludingMerged()` re-assembles the full history
+ * across merge chains.
+ *
+ * @example
+ * ```typescript
+ * const activities = await SalesActivityCollection.create({ db });
+ * await activities.create({
+ *   subjectKind: 'lead',
+ *   subjectId: lead.id,
+ *   activityKind: 'task',
+ *   summary: 'Send follow-up deck',
+ *   dueAt: new Date('2026-08-01'),
+ * });
+ * const open = await activities.findOpenTasks('lead', lead.id ?? '');
+ * ```
+ */
+export declare class SalesActivity extends SmrtObject {
+    /**
+     * Tenant ID for multi-tenant isolation.
+     * Nullable to support both tenant-scoped and global activities.
+     */
+    tenantId: string | null;
+    /** Which model the activity attaches to: `'lead'` or `'opportunity'`. */
+    subjectKind: SalesActivitySubjectKind;
+    /** Id of the subject row. Required. */
+    subjectId: string;
+    /**
+     * Kind of activity — OPEN string so consumers can extend the vocabulary
+     * without schema changes. See `SALES_ACTIVITY_KINDS` for the recommended
+     * kinds (framework-written rows use `qualification`, `stage_change`,
+     * `merge`).
+     */
+    activityKind: string;
+    /** One-line human-readable description. */
+    summary: string;
+    /** Next-action due date — set for `task`-like activities. */
+    dueAt: Date | null;
+    /** When the next action was completed; `null` while open. */
+    completedAt: Date | null;
+    /**
+     * Profile of the human/agent who performed or recorded the activity —
+     * cross-package string reference to smrt-profiles.
+     */
+    actorProfileId: string;
+    /**
+     * Free-form JSON object stored as a string (framework audit rows carry
+     * structured detail here, e.g. `stage_change` from/to ids or the full
+     * loser snapshot on `merge`). Use {@link getMetadata}/{@link setMetadata}.
+     */
+    metadata: string;
+    constructor(options?: SalesActivityOptions);
+    /** Whether this is an open next action (due date set, not completed). */
+    isOpenTask(): boolean;
+    /** Parse the metadata JSON string; returns `{}` on malformed content. */
+    getMetadata(): Record<string, unknown>;
+    /** Serialize and store the metadata object. */
+    setMetadata(metadata: Record<string, unknown>): void;
+}
+export default SalesActivity;
+//# sourceMappingURL=SalesActivity.d.ts.map

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package/dist/crm/models/SalesRepresentative.d.ts

@@ -0,0 +1,60 @@
+import { SmrtObject } from '@happyvertical/smrt-core';
+import { SalesRepresentativeOptions, SalesRepresentativeStatus } from '../types.js';
+/**
+ * SalesRepresentative is a ROLE model: it links an identity (smrt-profiles
+ * Profile) to sales ownership (Leads/Opportunities reference `ownerRepId`).
+ *
+ * Roles and money stay separate (see `packages/sales/AGENTS.md` "Roles vs.
+ * money"): a rep connects to payouts only through the optional `earnerId`
+ * pointing at the commissions module's neutral `Earner`. No referral or
+ * commission semantics live on this model.
+ *
+ * @example
+ * ```typescript
+ * const reps = await SalesRepresentativeCollection.create({ db });
+ * const rep = await reps.create({
+ *   profileId: 'profile-uuid',
+ *   title: 'Account Executive',
+ * });
+ * const active = await reps.findActive();
+ * ```
+ */
+export declare class SalesRepresentative extends SmrtObject {
+    /**
+     * Tenant ID for multi-tenant isolation.
+     * Nullable to support both tenant-scoped and global (operator-level) reps.
+     */
+    tenantId: string | null;
+    /**
+     * Identity of the person acting as a rep — cross-package string reference
+     * to a smrt-profiles Profile.
+     */
+    profileId: string;
+    /**
+     * Optional link to the commissions module's `Earner` (the neutral payout
+     * identity). String-form same-package FK: the Earner class lives in
+     * `src/commissions` and is intentionally NOT imported here — the string
+     * form registers the relationship without a module dependency, keeping the
+     * `crm → commissions` boundary reference-only. Empty when the rep is not
+     * commission-compensated.
+     */
+    earnerId: string;
+    /** Role status — only `active` reps should receive new assignments. */
+    status: SalesRepresentativeStatus;
+    /** Job title shown on CRM surfaces (e.g. `'Account Executive'`). */
+    title: string;
+    /**
+     * Free-form JSON object stored as a string. Use
+     * {@link getMetadata}/{@link setMetadata} instead of parsing manually.
+     */
+    metadata: string;
+    constructor(options?: SalesRepresentativeOptions);
+    /** Whether the rep may receive new lead/opportunity assignments. */
+    isActive(): boolean;
+    /** Parse the metadata JSON string; returns `{}` on malformed content. */
+    getMetadata(): Record<string, unknown>;
+    /** Serialize and store the metadata object. */
+    setMetadata(metadata: Record<string, unknown>): void;
+}
+export default SalesRepresentative;
+//# sourceMappingURL=SalesRepresentative.d.ts.map

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