@happyvertical/smrt-sales 0.39.2

package/dist/chunks/crm-DwEz7E2r.js.map

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+{"version":3,"file":"crm-DwEz7E2r.js","names":[],"sources":["../../src/crm/models/Lead.ts","../../src/crm/models/Opportunity.ts","../../src/crm/models/PipelineStage.ts","../../src/crm/collections/PipelineStageCollection.ts","../../src/crm/models/SalesActivity.ts","../../src/crm/collections/SalesActivityCollection.ts","../../src/crm/collections/OpportunityCollection.ts","../../src/crm/models/PipelineDefinition.ts","../../src/crm/types.ts","../../src/crm/collections/PipelineDefinitionCollection.ts","../../src/crm/collections/LeadCollection.ts","../../src/crm/models/OpportunityConversion.ts","../../src/crm/collections/OpportunityConversionCollection.ts","../../src/crm/models/SalesRepresentative.ts","../../src/crm/collections/SalesRepresentativeCollection.ts"],"sourcesContent":["/**\n * Lead — identified prospect with guarded lifecycle and audited merge support.\n * @packageDocumentation\n */\n\nimport {\n  crossPackageRef,\n  field,\n  foreignKey,\n  SmrtObject,\n  smrt,\n} from '@happyvertical/smrt-core';\nimport { TenantScoped, tenantId } from '@happyvertical/smrt-tenancy';\nimport type { LeadOptions, LeadStatus } from '../types.js';\n\n/**\n * Legal status transitions for a Lead, keyed by the prior persisted status.\n * A status re-saved unchanged (no-op) and a brand-new row are always\n * permitted; this map governs *changes* only.\n *\n * Flow: `new → working|qualified|disqualified|merged`;\n * `working → qualified|disqualified|merged`; `qualified → merged`;\n * `disqualified → working|merged` (re-open); `merged` is terminal.\n *\n * Guards against raw mass-assignment forcing, e.g., a merged lead back to\n * `working` or a qualified lead back to `new` (commerce Contract pattern).\n */\nconst LEAD_STATUS_TRANSITIONS: Record<LeadStatus, LeadStatus[]> = {\n  new: ['working', 'qualified', 'disqualified', 'merged'],\n  working: ['qualified', 'disqualified', 'merged'],\n  qualified: ['merged'],\n  disqualified: ['working', 'merged'],\n  merged: [],\n};\n\n/**\n * Module-scoped record of the status each Lead instance was loaded with, for\n * the save-time transition guard. WeakMap keeps it out of the schema and GCs\n * with the instance — same pattern as commerce Contract.\n */\nconst loadedLeadStatus = new WeakMap<Lead, LeadStatus>();\n\n/**\n * Lead is an identified prospect: a person/organization that showed intent\n * but has not yet been qualified into an Opportunity.\n *\n * Acquisition provenance is generic — `sourceKind`/`sourceId` name where the\n * lead came from (a campaign, an import, a referral, a form, …) without this\n * module knowing referral semantics; `acquisitionContext` preserves the raw\n * acquisition payload as JSON, and audited merges append the loser's context\n * under a `mergedSources` array so no acquisition history is ever lost.\n *\n * Leads are never deleted (audit trail): duplicates are merged via\n * `LeadCollection.mergeLeads()` — the loser becomes terminal `merged` with\n * `mergedIntoId` pointing at the winner, and its activities stay attached.\n *\n * @example\n * ```typescript\n * const leads = await LeadCollection.create({ db });\n * const lead = await leads.create({\n *   name: 'Acme rooftop retrofit',\n *   email: 'facilities@acme.test',\n *   sourceKind: 'campaign',\n *   sourceId: 'spring-2026',\n * });\n * const opportunity = await leads.qualify({ leadId: lead.id ?? '' });\n * ```\n */\n@TenantScoped({ mode: 'optional' })\n@smrt({\n  api: { include: ['list', 'get', 'create', 'update'] }, // no delete — audit trail\n  mcp: { include: ['list', 'get', 'create'] },\n  cli: true,\n})\nexport class Lead extends SmrtObject {\n  /**\n   * Tenant ID for multi-tenant isolation.\n   * Nullable to support both tenant-scoped and global leads.\n   */\n  @tenantId({ nullable: true })\n  tenantId: string | null = null;\n\n  /** Short descriptive name of the prospect/deal-to-be. Required. */\n  @field({ required: true })\n  name: string = '';\n\n  /** Primary human contact name. */\n  contactName: string = '';\n\n  /** Primary contact email. */\n  email: string = '';\n\n  /** Primary contact phone. */\n  phone: string = '';\n\n  /** Prospect organization/company name. */\n  organizationName: string = '';\n\n  /**\n   * Optional identity link once the prospect is a known Profile —\n   * cross-package string reference to smrt-profiles.\n   */\n  @crossPackageRef('@happyvertical/smrt-profiles:Profile')\n  profileId: string = '';\n\n  /** Owning sales rep (assignment). Empty while unassigned. */\n  @foreignKey('SalesRepresentative')\n  ownerRepId: string = '';\n\n  /** Lifecycle status; transitions are save-guarded (see module map). */\n  status: LeadStatus = 'new';\n\n  /**\n   * Generic acquisition-source kind (open string): `'campaign'`,\n   * `'referral'`, `'import'`, `'web_form'`, … CRM stores the pointer without\n   * interpreting it — referral attribution lives in the referrals module.\n   */\n  sourceKind: string = '';\n\n  /** Identifier within the `sourceKind` namespace. */\n  sourceId: string = '';\n\n  /**\n   * Preserved acquisition history as a JSON object string. Use\n   * {@link getAcquisitionContext}/{@link setAcquisitionContext}. Merges append\n   * the losing lead's context under a `mergedSources` array — both sides'\n   * histories survive.\n   */\n  acquisitionContext: string = '{}';\n\n  /**\n   * Generic external intake-draft reference (open string) — e.g. the id of a\n   * form submission, imported CSV row, or referral intake draft that this\n   * lead was materialized from.\n   */\n  intakeRef: string = '';\n\n  /**\n   * Winner lead this row was merged into. Set (with status `merged`) by\n   * `LeadCollection.mergeLeads()`; empty for live leads. Self-referencing FK.\n   */\n  @foreignKey('Lead')\n  mergedIntoId: string = '';\n\n  /** When the lead was qualified into an opportunity. */\n  qualifiedAt: Date | null = null;\n\n  /**\n   * Free-form JSON object stored as a string. Use\n   * {@link getMetadata}/{@link setMetadata} instead of parsing manually.\n   */\n  metadata: string = '{}';\n\n  constructor(options: LeadOptions = {}) {\n    super(options);\n    if (options.tenantId !== undefined) this.tenantId = options.tenantId;\n    if (options.name !== undefined) this.name = options.name;\n    if (options.contactName !== undefined)\n      this.contactName = options.contactName;\n    if (options.email !== undefined) this.email = options.email;\n    if (options.phone !== undefined) this.phone = options.phone;\n    if (options.organizationName !== undefined)\n      this.organizationName = options.organizationName;\n    if (options.profileId !== undefined) this.profileId = options.profileId;\n    if (options.ownerRepId !== undefined) this.ownerRepId = options.ownerRepId;\n    if (options.status !== undefined) this.status = options.status;\n    if (options.sourceKind !== undefined) this.sourceKind = options.sourceKind;\n    if (options.sourceId !== undefined) this.sourceId = options.sourceId;\n    if (options.acquisitionContext !== undefined)\n      this.acquisitionContext = options.acquisitionContext;\n    if (options.intakeRef !== undefined) this.intakeRef = options.intakeRef;\n    if (options.mergedIntoId !== undefined)\n      this.mergedIntoId = options.mergedIntoId;\n    if (options.qualifiedAt !== undefined)\n      this.qualifiedAt = options.qualifiedAt;\n    if (options.metadata !== undefined) this.metadata = options.metadata;\n  }\n\n  /** Whether the lead has been folded into another lead (terminal). */\n  isMerged(): boolean {\n    return this.status === 'merged';\n  }\n\n  /** Whether the lead has been qualified into an opportunity. */\n  isQualified(): boolean {\n    return this.status === 'qualified';\n  }\n\n  /** Parse the acquisition-context JSON string; `{}` on malformed content. */\n  getAcquisitionContext(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.acquisitionContext);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the acquisition-context object. */\n  setAcquisitionContext(context: Record<string, unknown>): void {\n    this.acquisitionContext = JSON.stringify(context);\n  }\n\n  /** Parse the metadata JSON string; returns `{}` on malformed content. */\n  getMetadata(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.metadata);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the metadata object. */\n  setMetadata(metadata: Record<string, unknown>): void {\n    this.metadata = JSON.stringify(metadata);\n  }\n\n  /**\n   * Capture the status the row was loaded with so the save-time transition\n   * guard can reject illegal status flips made via raw field assignment\n   * (mass-assignment on the generated update route, a stale caller, etc.).\n   * Only persisted rows carry a prior status.\n   */\n  override async initialize(): Promise<this> {\n    await super.initialize();\n    if (await this.isSaved()) {\n      loadedLeadStatus.set(this, this.status);\n    }\n    return this;\n  }\n\n  /**\n   * Validate the status transition before persisting, then save. A forged\n   * `status` (e.g. un-merging a merged lead) is rejected here regardless of\n   * how the instance was constructed.\n   */\n  override async save(): Promise<this> {\n    const prior = await this.resolvePriorStatus();\n    this.assertLeadStatusTransition(prior);\n    const result = (await super.save()) as this;\n    loadedLeadStatus.set(this, this.status);\n    return result;\n  }\n\n  /**\n   * Reject an illegal status flip done via raw assignment. No-op transitions\n   * and brand-new rows are always allowed.\n   */\n  protected assertLeadStatusTransition(prior: LeadStatus | undefined): void {\n    if (prior === undefined) return; // new row — any starting status is fine\n    if (prior === this.status) return; // no-op re-save\n    const allowed = LEAD_STATUS_TRANSITIONS[prior] ?? [];\n    if (!allowed.includes(this.status)) {\n      throw new Error(\n        `Lead ${this.name || this.id}: illegal status transition ` +\n          `'${prior}' → '${this.status}'.`,\n      );\n    }\n  }\n\n  /**\n   * Resolve the AUTHORITATIVE prior status (commerce Contract pattern). The\n   * WeakMap is only populated when {@link initialize} loaded the row from the\n   * DB; it is empty for an instance built via\n   * `collection.create({ id: <existing>, _skipLoad: true })` — the upsert\n   * path that writes onto an existing row without hydrating it. Trusting an\n   * empty WeakMap there would treat the write as a brand-new row and skip the\n   * guard entirely (a poisonable prior-state).\n   *\n   * So when this instance carries an `id`, read the persisted row straight\n   * from the database and treat its `status` as the prior. Only when no row\n   * exists (truly new) do we fall back to the WeakMap. The raw row's `status`\n   * column is single-word (no snake_case transform).\n   */\n  protected async resolvePriorStatus(): Promise<LeadStatus | undefined> {\n    if (this.id) {\n      try {\n        const row = await this.db.get(this.tableName, { id: this.id });\n        if (row && row.status != null) {\n          return row.status as LeadStatus;\n        }\n      } catch {\n        // DB not ready / table absent — fall through to the in-memory record.\n      }\n    }\n    return loadedLeadStatus.get(this);\n  }\n}\n\nexport default Lead;\n","/**\n * Opportunity — a qualified engagement moving through a pipeline.\n * @packageDocumentation\n */\n\nimport { field, foreignKey, SmrtObject, smrt } from '@happyvertical/smrt-core';\nimport { TenantScoped, tenantId } from '@happyvertical/smrt-tenancy';\nimport type { OpportunityOptions, OpportunityStatus } from '../types.js';\n\n/**\n * Legal status transitions for an Opportunity, keyed by the prior persisted\n * status. A status re-saved unchanged (no-op) and a brand-new row are always\n * permitted; this map governs *changes* only.\n *\n * Flow: `open → won|lost`; `won` and `lost` are terminal. Guards against raw\n * mass-assignment re-opening a closed deal (commerce Contract pattern).\n */\nconst OPPORTUNITY_STATUS_TRANSITIONS: Record<\n  OpportunityStatus,\n  OpportunityStatus[]\n> = {\n  open: ['won', 'lost'],\n  won: [],\n  lost: [],\n};\n\n/**\n * Module-scoped record of the status each Opportunity instance was loaded\n * with, for the save-time transition guard. WeakMap keeps it out of the\n * schema and GCs with the instance.\n */\nconst loadedOpportunityStatus = new WeakMap<Opportunity, OpportunityStatus>();\n\n/**\n * Opportunity is a qualified engagement: a deal with an expected value moving\n * through the stages of a PipelineDefinition.\n *\n * Money is integer cents (`expectedValueCents`, INTEGER) with an ISO 4217\n * `currency`; `probability` is a decimal in `0`–`1` (DECIMAL). Stage\n * movement goes through `OpportunityCollection.moveToStage()`, which\n * validates the stage belongs to the opportunity's pipeline, adopts the\n * stage's probability, closes the deal on terminal stages, and writes a\n * `stage_change` SalesActivity. `sourceKind`/`sourceId` are copied from the\n * originating Lead at qualification time so reporting can attribute won\n * revenue without joining back through leads.\n *\n * @example\n * ```typescript\n * const opportunities = await OpportunityCollection.create({ db });\n * const moved = await opportunities.moveToStage({\n *   opportunityId: opportunity.id ?? '',\n *   stageId: proposalStage.id ?? '',\n * });\n * ```\n */\n@TenantScoped({ mode: 'optional' })\n@smrt({\n  api: { include: ['list', 'get', 'create', 'update'] },\n  mcp: { include: ['list', 'get'] },\n  cli: true,\n})\nexport class Opportunity extends SmrtObject {\n  /**\n   * Tenant ID for multi-tenant isolation.\n   * Nullable to support both tenant-scoped and global opportunities.\n   */\n  @tenantId({ nullable: true })\n  tenantId: string | null = null;\n\n  /** Deal name shown on boards and lists. Required. */\n  @field({ required: true })\n  name: string = '';\n\n  /** Originating lead (empty for opportunities created directly). */\n  @foreignKey('Lead')\n  leadId: string = '';\n\n  /** Owning sales rep. */\n  @foreignKey('SalesRepresentative')\n  ownerRepId: string = '';\n\n  /** Pipeline the deal moves through. */\n  @foreignKey('PipelineDefinition')\n  pipelineId: string = '';\n\n  /** Current stage within the pipeline. */\n  @foreignKey('PipelineStage')\n  stageId: string = '';\n\n  /** Expected deal value in integer cents (INTEGER column). */\n  expectedValueCents: number = 0;\n\n  /** ISO 4217 currency code for `expectedValueCents`. */\n  currency: string = 'USD';\n\n  /**\n   * Win probability (`0`–`1`, DECIMAL). Adopted from the current stage's\n   * default on stage moves unless explicitly overridden.\n   */\n  probability: number = 0.0;\n\n  /** Forecasted close date. */\n  expectedCloseAt: Date | null = null;\n\n  /** Lifecycle status; `open → won|lost` is save-guarded, terminal after. */\n  status: OpportunityStatus = 'open';\n\n  /**\n   * Human-readable outcome note — conventionally the loss reason\n   * (`'budget cut'`) or a win annotation.\n   */\n  outcomeReason: string = '';\n\n  /** When the deal closed as won. */\n  wonAt: Date | null = null;\n\n  /** When the deal closed as lost. */\n  lostAt: Date | null = null;\n\n  /**\n   * Acquisition source copied from the originating lead at qualification\n   * time (open string), kept denormalized for reporting.\n   */\n  sourceKind: string = '';\n\n  /** Identifier within the `sourceKind` namespace (copied from the lead). */\n  sourceId: string = '';\n\n  /**\n   * Free-form JSON object stored as a string. Use\n   * {@link getMetadata}/{@link setMetadata} instead of parsing manually.\n   */\n  metadata: string = '{}';\n\n  constructor(options: OpportunityOptions = {}) {\n    super(options);\n    if (options.tenantId !== undefined) this.tenantId = options.tenantId;\n    if (options.name !== undefined) this.name = options.name;\n    if (options.leadId !== undefined) this.leadId = options.leadId;\n    if (options.ownerRepId !== undefined) this.ownerRepId = options.ownerRepId;\n    if (options.pipelineId !== undefined) this.pipelineId = options.pipelineId;\n    if (options.stageId !== undefined) this.stageId = options.stageId;\n    if (options.expectedValueCents !== undefined)\n      this.expectedValueCents = options.expectedValueCents;\n    if (options.currency !== undefined) this.currency = options.currency;\n    if (options.probability !== undefined)\n      this.probability = options.probability;\n    if (options.expectedCloseAt !== undefined)\n      this.expectedCloseAt = options.expectedCloseAt;\n    if (options.status !== undefined) this.status = options.status;\n    if (options.outcomeReason !== undefined)\n      this.outcomeReason = options.outcomeReason;\n    if (options.wonAt !== undefined) this.wonAt = options.wonAt;\n    if (options.lostAt !== undefined) this.lostAt = options.lostAt;\n    if (options.sourceKind !== undefined) this.sourceKind = options.sourceKind;\n    if (options.sourceId !== undefined) this.sourceId = options.sourceId;\n    if (options.metadata !== undefined) this.metadata = options.metadata;\n  }\n\n  /** Whether the deal is still in play. */\n  isOpen(): boolean {\n    return this.status === 'open';\n  }\n\n  /** Whether the deal closed (won or lost). */\n  isClosed(): boolean {\n    return this.status !== 'open';\n  }\n\n  /** Parse the metadata JSON string; returns `{}` on malformed content. */\n  getMetadata(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.metadata);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the metadata object. */\n  setMetadata(metadata: Record<string, unknown>): void {\n    this.metadata = JSON.stringify(metadata);\n  }\n\n  /**\n   * Capture the status the row was loaded with so the save-time transition\n   * guard can reject illegal status flips made via raw field assignment.\n   * Only persisted rows carry a prior status.\n   */\n  override async initialize(): Promise<this> {\n    await super.initialize();\n    if (await this.isSaved()) {\n      loadedOpportunityStatus.set(this, this.status);\n    }\n    return this;\n  }\n\n  /**\n   * Validate the status transition before persisting, then save. A forged\n   * `status` (e.g. re-opening a lost deal) is rejected here regardless of\n   * how the instance was constructed.\n   */\n  override async save(): Promise<this> {\n    const prior = await this.resolvePriorStatus();\n    this.assertOpportunityStatusTransition(prior);\n    const result = (await super.save()) as this;\n    loadedOpportunityStatus.set(this, this.status);\n    return result;\n  }\n\n  /**\n   * Reject an illegal status flip done via raw assignment. No-op transitions\n   * and brand-new rows are always allowed.\n   */\n  protected assertOpportunityStatusTransition(\n    prior: OpportunityStatus | undefined,\n  ): void {\n    if (prior === undefined) return; // new row — any starting status is fine\n    if (prior === this.status) return; // no-op re-save\n    const allowed = OPPORTUNITY_STATUS_TRANSITIONS[prior] ?? [];\n    if (!allowed.includes(this.status)) {\n      throw new Error(\n        `Opportunity ${this.name || this.id}: illegal status transition ` +\n          `'${prior}' → '${this.status}'.`,\n      );\n    }\n  }\n\n  /**\n   * Resolve the AUTHORITATIVE prior status (commerce Contract pattern): when\n   * this instance carries an `id`, re-read the persisted row and use its\n   * `status` as the prior — a create-onto-existing is an update, and an\n   * un-hydrated instance must not bypass the guard. Falls back to the\n   * load-time WeakMap (empty for truly new rows → `undefined` = new).\n   */\n  protected async resolvePriorStatus(): Promise<OpportunityStatus | undefined> {\n    if (this.id) {\n      try {\n        const row = await this.db.get(this.tableName, { id: this.id });\n        if (row && row.status != null) {\n          return row.status as OpportunityStatus;\n        }\n      } catch {\n        // DB not ready / table absent — fall through to the in-memory record.\n      }\n    }\n    return loadedOpportunityStatus.get(this);\n  }\n}\n\nexport default Opportunity;\n","/**\n * PipelineStage — one ordered step of a PipelineDefinition.\n * @packageDocumentation\n */\n\nimport { field, foreignKey, SmrtObject, smrt } from '@happyvertical/smrt-core';\nimport { TenantScoped, tenantId } from '@happyvertical/smrt-tenancy';\nimport type { PipelineStageOptions } from '../types.js';\n\n/**\n * PipelineStage is a configurable step within a pipeline. Stages carry the\n * default win `probability` an opportunity adopts on entry and the terminal\n * flags (`isWon`/`isLost`) that close an opportunity when it moves in\n * (see `OpportunityCollection.moveToStage()`).\n *\n * Natural key `(pipeline_id, key)` (`conflictColumns`) — re-seeding a stage\n * key within a pipeline upserts. Stages are plain rows: rename, re-weight,\n * insert, or reorder (via `sortOrder`) with normal collection operations —\n * no Lead/Opportunity model change is ever needed.\n *\n * @example\n * ```typescript\n * const stages = await PipelineStageCollection.create({ db });\n * await stages.create({\n *   pipelineId: pipeline.id,\n *   key: 'legal_review',\n *   name: 'Legal Review',\n *   sortOrder: 45, // between seeded proposal (40) and negotiation (50)\n *   probability: 0.7,\n * });\n * ```\n */\n@TenantScoped({ mode: 'optional' })\n@smrt({\n  api: { include: ['list', 'get', 'create', 'update'] },\n  mcp: { include: ['list', 'get'] },\n  cli: false,\n  conflictColumns: ['pipeline_id', 'key'],\n})\nexport class PipelineStage extends SmrtObject {\n  /**\n   * Tenant ID for multi-tenant isolation.\n   * Nullable to support both tenant-scoped and global stages.\n   */\n  @tenantId({ nullable: true })\n  tenantId: string | null = null;\n\n  /** Owning pipeline. Required. */\n  @foreignKey('PipelineDefinition', { required: true })\n  pipelineId: string = '';\n\n  /**\n   * Stable machine key, unique within the pipeline (natural key with\n   * `pipelineId`). Required — e.g. `'proposal'`, `'closed_won'`.\n   */\n  @field({ required: true })\n  key: string = '';\n\n  /** Human-readable stage name shown on board columns. */\n  name: string = '';\n\n  /** Ordering within the pipeline (ascending). Seeded in steps of 10. */\n  sortOrder: number = 0;\n\n  /**\n   * Default win probability (`0`–`1`, DECIMAL) adopted by an opportunity\n   * entering this stage unless the move overrides it.\n   */\n  probability: number = 0.0;\n\n  /** Terminal flag: moving an opportunity here closes it as `won`. */\n  isWon: boolean = false;\n\n  /** Terminal flag: moving an opportunity here closes it as `lost`. */\n  isLost: boolean = false;\n\n  /**\n   * Free-form JSON object stored as a string. Use\n   * {@link getMetadata}/{@link setMetadata} instead of parsing manually.\n   */\n  metadata: string = '{}';\n\n  constructor(options: PipelineStageOptions = {}) {\n    super(options);\n    if (options.tenantId !== undefined) this.tenantId = options.tenantId;\n    if (options.pipelineId !== undefined) this.pipelineId = options.pipelineId;\n    if (options.key !== undefined) this.key = options.key;\n    if (options.name !== undefined) this.name = options.name;\n    if (options.sortOrder !== undefined) this.sortOrder = options.sortOrder;\n    if (options.probability !== undefined)\n      this.probability = options.probability;\n    if (options.isWon !== undefined) this.isWon = options.isWon;\n    if (options.isLost !== undefined) this.isLost = options.isLost;\n    if (options.metadata !== undefined) this.metadata = options.metadata;\n  }\n\n  /** Whether entering this stage closes the opportunity (won or lost). */\n  isTerminal(): boolean {\n    return this.isWon || this.isLost;\n  }\n\n  /** Parse the metadata JSON string; returns `{}` on malformed content. */\n  getMetadata(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.metadata);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the metadata object. */\n  setMetadata(metadata: Record<string, unknown>): void {\n    this.metadata = JSON.stringify(metadata);\n  }\n}\n\nexport default PipelineStage;\n","/**\n * PipelineStageCollection — collection manager for PipelineStage.\n * @packageDocumentation\n */\n\nimport { SmrtCollection } from '@happyvertical/smrt-core';\nimport { PipelineStage } from '../models/PipelineStage.js';\n\nexport class PipelineStageCollection extends SmrtCollection<PipelineStage> {\n  static readonly _itemClass = PipelineStage;\n\n  /**\n   * List a pipeline's stages in board order.\n   *\n   * @param pipelineId - Owning PipelineDefinition id\n   * @returns Stages ordered by `sortOrder` ascending\n   */\n  async findByPipeline(pipelineId: string): Promise<PipelineStage[]> {\n    return await this.list({\n      where: { pipelineId },\n      orderBy: 'sort_order ASC',\n    });\n  }\n\n  /**\n   * Find one stage by its natural key within a pipeline.\n   *\n   * @param pipelineId - Owning PipelineDefinition id\n   * @param key - Stage machine key (e.g. `'proposal'`)\n   * @returns The stage, or null when the key does not exist in the pipeline\n   */\n  async findByKey(\n    pipelineId: string,\n    key: string,\n  ): Promise<PipelineStage | null> {\n    const results = await this.list({\n      where: { pipelineId, key },\n      limit: 1,\n    });\n    return results[0] ?? null;\n  }\n}\n\nexport default PipelineStageCollection;\n","/**\n * SalesActivity — the activity, next-action, and audit trail for CRM subjects.\n * @packageDocumentation\n */\n\nimport {\n  crossPackageRef,\n  field,\n  SmrtObject,\n  smrt,\n} from '@happyvertical/smrt-core';\nimport { TenantScoped, tenantId } from '@happyvertical/smrt-tenancy';\nimport type {\n  SalesActivityOptions,\n  SalesActivitySubjectKind,\n} from '../types.js';\n\n/**\n * SalesActivity is the shared trail for Leads and Opportunities: human\n * touchpoints (`note`, `call`, `email`, `meeting`), next actions (`task`\n * with `dueAt`/`completedAt`), and framework-written audit rows\n * (`assignment`, `qualification`, `stage_change`, `merge`, `status_change`).\n *\n * The subject is polymorphic by string pair — `subjectKind`\n * (`'lead' | 'opportunity'`) plus `subjectId` — deliberately NOT a typed FK\n * so one table serves both subjects. `activityKind` is an OPEN string;\n * `SALES_ACTIVITY_KINDS` exports the recommended vocabulary.\n *\n * Activities are an immutable trail: the generated surfaces expose only\n * `create`/`list`/`get` (no update/delete). Merges intentionally leave the\n * losing lead's activities attached to the loser —\n * `LeadCollection.activitiesIncludingMerged()` re-assembles the full history\n * across merge chains.\n *\n * @example\n * ```typescript\n * const activities = await SalesActivityCollection.create({ db });\n * await activities.create({\n *   subjectKind: 'lead',\n *   subjectId: lead.id,\n *   activityKind: 'task',\n *   summary: 'Send follow-up deck',\n *   dueAt: new Date('2026-08-01'),\n * });\n * const open = await activities.findOpenTasks('lead', lead.id ?? '');\n * ```\n */\n@TenantScoped({ mode: 'optional' })\n@smrt({\n  api: { include: ['create', 'list', 'get'] }, // immutable trail — no update/delete\n  mcp: { include: ['list', 'create'] },\n  cli: false,\n})\nexport class SalesActivity extends SmrtObject {\n  /**\n   * Tenant ID for multi-tenant isolation.\n   * Nullable to support both tenant-scoped and global activities.\n   */\n  @tenantId({ nullable: true })\n  tenantId: string | null = null;\n\n  /** Which model the activity attaches to: `'lead'` or `'opportunity'`. */\n  subjectKind: SalesActivitySubjectKind = 'lead';\n\n  /** Id of the subject row. Required. */\n  @field({ required: true })\n  subjectId: string = '';\n\n  /**\n   * Kind of activity — OPEN string so consumers can extend the vocabulary\n   * without schema changes. See `SALES_ACTIVITY_KINDS` for the recommended\n   * kinds (framework-written rows use `qualification`, `stage_change`,\n   * `merge`).\n   */\n  activityKind: string = 'note';\n\n  /** One-line human-readable description. */\n  summary: string = '';\n\n  /** Next-action due date — set for `task`-like activities. */\n  dueAt: Date | null = null;\n\n  /** When the next action was completed; `null` while open. */\n  completedAt: Date | null = null;\n\n  /**\n   * Profile of the human/agent who performed or recorded the activity —\n   * cross-package string reference to smrt-profiles.\n   */\n  @crossPackageRef('@happyvertical/smrt-profiles:Profile')\n  actorProfileId: string = '';\n\n  /**\n   * Free-form JSON object stored as a string (framework audit rows carry\n   * structured detail here, e.g. `stage_change` from/to ids or the full\n   * loser snapshot on `merge`). Use {@link getMetadata}/{@link setMetadata}.\n   */\n  metadata: string = '{}';\n\n  constructor(options: SalesActivityOptions = {}) {\n    super(options);\n    if (options.tenantId !== undefined) this.tenantId = options.tenantId;\n    if (options.subjectKind !== undefined)\n      this.subjectKind = options.subjectKind;\n    if (options.subjectId !== undefined) this.subjectId = options.subjectId;\n    if (options.activityKind !== undefined)\n      this.activityKind = options.activityKind;\n    if (options.summary !== undefined) this.summary = options.summary;\n    if (options.dueAt !== undefined) this.dueAt = options.dueAt;\n    if (options.completedAt !== undefined)\n      this.completedAt = options.completedAt;\n    if (options.actorProfileId !== undefined)\n      this.actorProfileId = options.actorProfileId;\n    if (options.metadata !== undefined) this.metadata = options.metadata;\n  }\n\n  /** Whether this is an open next action (due date set, not completed). */\n  isOpenTask(): boolean {\n    return this.dueAt !== null && this.completedAt === null;\n  }\n\n  /** Parse the metadata JSON string; returns `{}` on malformed content. */\n  getMetadata(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.metadata);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the metadata object. */\n  setMetadata(metadata: Record<string, unknown>): void {\n    this.metadata = JSON.stringify(metadata);\n  }\n}\n\nexport default SalesActivity;\n","/**\n * SalesActivityCollection — collection manager for the SalesActivity trail.\n * @packageDocumentation\n */\n\nimport { SmrtCollection } from '@happyvertical/smrt-core';\nimport { SalesActivity } from '../models/SalesActivity.js';\nimport type { SalesActivitySubjectKind } from '../types.js';\n\nexport class SalesActivityCollection extends SmrtCollection<SalesActivity> {\n  static readonly _itemClass = SalesActivity;\n\n  /**\n   * Full trail for one subject, oldest first (chronological reading order).\n   *\n   * @param subjectKind - `'lead'` or `'opportunity'`\n   * @param subjectId - Subject row id\n   */\n  async findBySubject(\n    subjectKind: SalesActivitySubjectKind,\n    subjectId: string,\n  ): Promise<SalesActivity[]> {\n    return await this.list({\n      where: { subjectKind, subjectId },\n      orderBy: 'created_at ASC',\n    });\n  }\n\n  /**\n   * Open next actions for one subject: activities with a due date\n   * (`dueAt` set) that have not been completed (`completedAt` null),\n   * soonest due first.\n   *\n   * @param subjectKind - `'lead'` or `'opportunity'`\n   * @param subjectId - Subject row id\n   */\n  async findOpenTasks(\n    subjectKind: SalesActivitySubjectKind,\n    subjectId: string,\n  ): Promise<SalesActivity[]> {\n    return await this.list({\n      where: {\n        subjectKind,\n        subjectId,\n        'dueAt !=': null,\n        completedAt: null,\n      },\n      orderBy: 'due_at ASC',\n    });\n  }\n}\n\nexport default SalesActivityCollection;\n","/**\n * OpportunityCollection — collection manager for Opportunity, including\n * validated, audited stage movement.\n * @packageDocumentation\n */\n\nimport { SmrtCollection } from '@happyvertical/smrt-core';\nimport { Opportunity } from '../models/Opportunity.js';\nimport type { MoveToStageParams } from '../types.js';\nimport { PipelineStageCollection } from './PipelineStageCollection.js';\nimport { SalesActivityCollection } from './SalesActivityCollection.js';\n\nexport class OpportunityCollection extends SmrtCollection<Opportunity> {\n  static readonly _itemClass = Opportunity;\n\n  private stageCollectionPromise: Promise<PipelineStageCollection> | null =\n    null;\n  private activityCollectionPromise: Promise<SalesActivityCollection> | null =\n    null;\n\n  /** Sibling stage collection sharing this collection's DB connection. */\n  private async getStageCollection(): Promise<PipelineStageCollection> {\n    if (!this.stageCollectionPromise) {\n      this.stageCollectionPromise = PipelineStageCollection.create({\n        db: this.db,\n      });\n    }\n    return this.stageCollectionPromise;\n  }\n\n  /** Sibling activity collection sharing this collection's DB connection. */\n  private async getActivityCollection(): Promise<SalesActivityCollection> {\n    if (!this.activityCollectionPromise) {\n      this.activityCollectionPromise = SalesActivityCollection.create({\n        db: this.db,\n      });\n    }\n    return this.activityCollectionPromise;\n  }\n\n  /**\n   * Opportunities originating from a given lead, oldest first (the first row\n   * is the one `LeadCollection.qualify()` treats as canonical).\n   */\n  async findByLead(leadId: string): Promise<Opportunity[]> {\n    return await this.list({\n      where: { leadId },\n      orderBy: 'created_at ASC',\n    });\n  }\n\n  /**\n   * Open (still in play) opportunities, optionally narrowed to one pipeline.\n   */\n  async findOpen(pipelineId?: string): Promise<Opportunity[]> {\n    return await this.list({\n      where: { status: 'open', ...(pipelineId ? { pipelineId } : {}) },\n      orderBy: 'created_at ASC',\n    });\n  }\n\n  /**\n   * Move an opportunity to another stage of ITS pipeline, with the full\n   * consequence set:\n   *\n   * - validates the target stage belongs to the opportunity's pipeline\n   *   (an opportunity created without a pipeline adopts the stage's);\n   * - adopts the stage's default `probability` unless\n   *   `probabilityOverride` is given;\n   * - terminal stages close the deal: `isWon` sets `status: 'won'` +\n   *   `wonAt`; `isLost` sets `status: 'lost'` + `lostAt` (record the loss\n   *   reason via `outcomeReason`);\n   * - writes a `stage_change` SalesActivity carrying from/to detail.\n   *\n   * Moves after a terminal status are rejected — a closed deal's history is\n   * settled; reopening is not supported (create a new opportunity instead).\n   *\n   * @returns The updated opportunity\n   */\n  async moveToStage(params: MoveToStageParams): Promise<Opportunity> {\n    const opportunity = await this.get({ id: params.opportunityId });\n    if (!opportunity) {\n      throw new Error(\n        `OpportunityCollection.moveToStage: opportunity '${params.opportunityId}' not found`,\n      );\n    }\n    if (opportunity.status !== 'open') {\n      throw new Error(\n        `OpportunityCollection.moveToStage: opportunity '${params.opportunityId}' ` +\n          `is '${opportunity.status}' — stage moves after a terminal status are not allowed`,\n      );\n    }\n\n    const stagesCollection = await this.getStageCollection();\n    const stage = await stagesCollection.get({ id: params.stageId });\n    if (!stage) {\n      throw new Error(\n        `OpportunityCollection.moveToStage: stage '${params.stageId}' not found`,\n      );\n    }\n    if (opportunity.pipelineId && stage.pipelineId !== opportunity.pipelineId) {\n      throw new Error(\n        `OpportunityCollection.moveToStage: stage '${stage.key || stage.id}' belongs to ` +\n          `pipeline '${stage.pipelineId}', not the opportunity's pipeline '${opportunity.pipelineId}'`,\n      );\n    }\n\n    const fromStageId = opportunity.stageId;\n    const fromStatus = opportunity.status;\n\n    // An opportunity created without a pipeline adopts the stage's pipeline\n    // on its first move.\n    if (!opportunity.pipelineId) {\n      opportunity.pipelineId = stage.pipelineId;\n    }\n    opportunity.stageId = stage.id ?? '';\n    opportunity.probability = params.probabilityOverride ?? stage.probability;\n    if (params.outcomeReason !== undefined) {\n      opportunity.outcomeReason = params.outcomeReason;\n    }\n    if (stage.isWon) {\n      opportunity.status = 'won';\n      opportunity.wonAt = params.now ?? new Date();\n    } else if (stage.isLost) {\n      opportunity.status = 'lost';\n      opportunity.lostAt = params.now ?? new Date();\n    }\n    await opportunity.save();\n\n    const activities = await this.getActivityCollection();\n    await activities.create({\n      ...(opportunity.tenantId !== null\n        ? { tenantId: opportunity.tenantId }\n        : {}),\n      subjectKind: 'opportunity',\n      subjectId: opportunity.id ?? '',\n      activityKind: 'stage_change',\n      summary: `Moved to stage '${stage.key}'`,\n      actorProfileId: params.actorProfileId ?? '',\n      metadata: JSON.stringify({\n        fromStageId,\n        toStageId: stage.id ?? '',\n        toStageKey: stage.key,\n        fromStatus,\n        toStatus: opportunity.status,\n        probability: opportunity.probability,\n        ...(params.outcomeReason !== undefined\n          ? { outcomeReason: params.outcomeReason }\n          : {}),\n      }),\n    });\n\n    return opportunity;\n  }\n}\n\nexport default OpportunityCollection;\n","/**\n * PipelineDefinition — a named, tenant-scoped sales pipeline.\n * @packageDocumentation\n */\n\nimport { field, SmrtObject, smrt } from '@happyvertical/smrt-core';\nimport { TenantScoped, tenantId } from '@happyvertical/smrt-tenancy';\nimport type { PipelineDefinitionOptions, PipelineStatus } from '../types.js';\n\n/**\n * PipelineDefinition names an ordered set of {@link PipelineStage | stages}\n * that opportunities move through. Pipelines are configuration rows, not\n * code: tenants can run several (e.g. `default`, `enterprise`, `renewals`)\n * and reshape stages freely without any Lead/Opportunity model change.\n *\n * The natural key is `(tenant_id, key)` (`conflictColumns`), so re-seeding a\n * pipeline with the same key upserts instead of duplicating. The seeded\n * default pipeline (key `'default'`, 7 stages) comes from\n * `PipelineDefinitionCollection.ensureDefaultPipeline()`.\n *\n * @example\n * ```typescript\n * const pipelines = await PipelineDefinitionCollection.create({ db });\n * const { pipeline, stages } = await pipelines.ensureDefaultPipeline();\n * const enterprise = await pipelines.create({\n *   key: 'enterprise',\n *   name: 'Enterprise motion',\n * });\n * ```\n */\n@TenantScoped({ mode: 'optional' })\n@smrt({\n  api: { include: ['list', 'get', 'create', 'update'] },\n  mcp: { include: ['list', 'get'] },\n  cli: true,\n  conflictColumns: ['tenant_id', 'key'],\n})\nexport class PipelineDefinition extends SmrtObject {\n  /**\n   * Tenant ID for multi-tenant isolation.\n   * Nullable to support both tenant-scoped and global pipelines.\n   */\n  @tenantId({ nullable: true })\n  tenantId: string | null = null;\n\n  /**\n   * Stable machine key, unique per tenant (natural key with `tenantId`).\n   * Required — e.g. `'default'`, `'enterprise'`.\n   */\n  @field({ required: true })\n  key: string = '';\n\n  /** Human-readable pipeline name shown on CRM surfaces. */\n  name: string = '';\n\n  /**\n   * Marks the tenant's default pipeline. Informational for pickers/UI; the\n   * seeded default pipeline sets it `true`.\n   */\n  isDefault: boolean = false;\n\n  /** `active` pipelines accept new opportunities; `archived` are read-only history. */\n  status: PipelineStatus = 'active';\n\n  /**\n   * Free-form JSON object stored as a string. Use\n   * {@link getMetadata}/{@link setMetadata} instead of parsing manually.\n   */\n  metadata: string = '{}';\n\n  constructor(options: PipelineDefinitionOptions = {}) {\n    super(options);\n    if (options.tenantId !== undefined) this.tenantId = options.tenantId;\n    if (options.key !== undefined) this.key = options.key;\n    if (options.name !== undefined) this.name = options.name;\n    if (options.isDefault !== undefined) this.isDefault = options.isDefault;\n    if (options.status !== undefined) this.status = options.status;\n    if (options.metadata !== undefined) this.metadata = options.metadata;\n  }\n\n  /** Whether the pipeline accepts new opportunities. */\n  isActive(): boolean {\n    return this.status === 'active';\n  }\n\n  /** Parse the metadata JSON string; returns `{}` on malformed content. */\n  getMetadata(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.metadata);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the metadata object. */\n  setMetadata(metadata: Record<string, unknown>): void {\n    this.metadata = JSON.stringify(metadata);\n  }\n}\n\nexport default PipelineDefinition;\n","/**\n * Shared types, status unions, and operation contracts for the CRM module.\n *\n * Statuses are string-literal unions derived from `as const` arrays so both\n * the runtime list (for validation/UI pickers) and the compile-time union stay\n * in lockstep. All monetary fields across the module are integer cents\n * (`*Cents`, INTEGER columns); rates/probabilities are decimals in `0`–`1`\n * (DECIMAL columns). See `packages/sales/AGENTS.md`.\n *\n * @packageDocumentation\n */\n\nimport type { SmrtObjectOptions } from '@happyvertical/smrt-core';\nimport type { Lead } from './models/Lead.js';\nimport type { OpportunityConversion } from './models/OpportunityConversion.js';\nimport type { PipelineDefinition } from './models/PipelineDefinition.js';\nimport type { PipelineStage } from './models/PipelineStage.js';\n\n// ─────────────────────────────────────────────────────────────────────────────\n// Status unions\n// ─────────────────────────────────────────────────────────────────────────────\n\n/** Lifecycle statuses for a {@link SalesRepresentativeOptions | SalesRepresentative} role. */\nexport const SALES_REPRESENTATIVE_STATUSES = [\n  'active',\n  'inactive',\n  'suspended',\n] as const;\nexport type SalesRepresentativeStatus =\n  (typeof SALES_REPRESENTATIVE_STATUSES)[number];\n\n/**\n * Lead lifecycle statuses. Transitions are guarded at save time (see the\n * `LEAD_STATUS_TRANSITIONS` map in `models/Lead.ts`):\n * `new → working|qualified|disqualified|merged`,\n * `working → qualified|disqualified|merged`, `qualified → merged`,\n * `disqualified → working|merged`; `merged` is terminal.\n */\nexport const LEAD_STATUSES = [\n  'new',\n  'working',\n  'qualified',\n  'disqualified',\n  'merged',\n] as const;\nexport type LeadStatus = (typeof LEAD_STATUSES)[number];\n\n/** Pipeline definition statuses — archived pipelines stay readable for history. */\nexport const PIPELINE_STATUSES = ['active', 'archived'] as const;\nexport type PipelineStatus = (typeof PIPELINE_STATUSES)[number];\n\n/**\n * Opportunity lifecycle statuses. `open → won|lost` is enforced at save time;\n * `won` and `lost` are terminal (post-terminal stage moves are rejected).\n */\nexport const OPPORTUNITY_STATUSES = ['open', 'won', 'lost'] as const;\nexport type OpportunityStatus = (typeof OPPORTUNITY_STATUSES)[number];\n\n/** The two subject types a SalesActivity row can attach to. */\nexport const SALES_ACTIVITY_SUBJECT_KINDS = ['lead', 'opportunity'] as const;\nexport type SalesActivitySubjectKind =\n  (typeof SALES_ACTIVITY_SUBJECT_KINDS)[number];\n\n/**\n * Recommended activity kinds for the SalesActivity audit/next-action trail.\n *\n * The `activityKind` field itself is an OPEN string — consumers may record\n * their own kinds (e.g. `'demo'`, `'site_visit'`) without a schema change.\n * Framework-written kinds (`qualification`, `stage_change`, `merge`) come\n * from this list.\n */\nexport const SALES_ACTIVITY_KINDS = [\n  'note',\n  'call',\n  'email',\n  'meeting',\n  'task',\n  'assignment',\n  'qualification',\n  'stage_change',\n  'merge',\n  'status_change',\n] as const;\nexport type RecommendedSalesActivityKind =\n  (typeof SALES_ACTIVITY_KINDS)[number];\n\n// ─────────────────────────────────────────────────────────────────────────────\n// Default pipeline seed\n// ─────────────────────────────────────────────────────────────────────────────\n\n/**\n * Natural `key` of the seeded default pipeline\n * (`PipelineDefinitionCollection.ensureDefaultPipeline()`).\n */\nexport const DEFAULT_PIPELINE_KEY = 'default';\n\n/** Seed shape for one default pipeline stage. */\nexport interface DefaultPipelineStageSeed {\n  key: string;\n  name: string;\n  /** Default win probability adopted by opportunities entering the stage. */\n  probability: number;\n  /** Terminal-won flag — entering this stage closes the opportunity as won. */\n  isWon?: boolean;\n  /** Terminal-lost flag — entering this stage closes the opportunity as lost. */\n  isLost?: boolean;\n}\n\n/**\n * The 7 default stages seeded by `ensureDefaultPipeline()`, in order.\n *\n * Seeded stages are ordinary rows: consumers may rename, reorder, re-weight,\n * or add stages via normal PipelineStage collection operations without any\n * Lead/Opportunity model change. Sort order is seeded in steps of 10 to leave\n * headroom for inserting custom stages between defaults.\n */\nexport const DEFAULT_PIPELINE_STAGES: readonly DefaultPipelineStageSeed[] = [\n  { key: 'new', name: 'New', probability: 0.1 },\n  { key: 'qualified', name: 'Qualified', probability: 0.25 },\n  { key: 'discovery', name: 'Discovery', probability: 0.4 },\n  { key: 'proposal', name: 'Proposal', probability: 0.6 },\n  { key: 'negotiation', name: 'Negotiation', probability: 0.8 },\n  { key: 'closed_won', name: 'Closed Won', probability: 1.0, isWon: true },\n  { key: 'closed_lost', name: 'Closed Lost', probability: 0.0, isLost: true },\n] as const;\n\n// ─────────────────────────────────────────────────────────────────────────────\n// Model constructor options\n// ─────────────────────────────────────────────────────────────────────────────\n\nexport interface SalesRepresentativeOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  profileId?: string;\n  earnerId?: string;\n  status?: SalesRepresentativeStatus;\n  title?: string;\n  metadata?: string;\n}\n\nexport interface LeadOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  name?: string;\n  contactName?: string;\n  email?: string;\n  phone?: string;\n  organizationName?: string;\n  profileId?: string;\n  ownerRepId?: string;\n  status?: LeadStatus;\n  sourceKind?: string;\n  sourceId?: string;\n  acquisitionContext?: string;\n  intakeRef?: string;\n  mergedIntoId?: string;\n  qualifiedAt?: Date | null;\n  metadata?: string;\n}\n\nexport interface PipelineDefinitionOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  key?: string;\n  name?: string;\n  isDefault?: boolean;\n  status?: PipelineStatus;\n  metadata?: string;\n}\n\nexport interface PipelineStageOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  pipelineId?: string;\n  key?: string;\n  name?: string;\n  sortOrder?: number;\n  probability?: number;\n  isWon?: boolean;\n  isLost?: boolean;\n  metadata?: string;\n}\n\nexport interface OpportunityOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  name?: string;\n  leadId?: string;\n  ownerRepId?: string;\n  pipelineId?: string;\n  stageId?: string;\n  expectedValueCents?: number;\n  currency?: string;\n  probability?: number;\n  expectedCloseAt?: Date | null;\n  status?: OpportunityStatus;\n  outcomeReason?: string;\n  wonAt?: Date | null;\n  lostAt?: Date | null;\n  sourceKind?: string;\n  sourceId?: string;\n  metadata?: string;\n}\n\nexport interface SalesActivityOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  subjectKind?: SalesActivitySubjectKind;\n  subjectId?: string;\n  activityKind?: string;\n  summary?: string;\n  dueAt?: Date | null;\n  completedAt?: Date | null;\n  actorProfileId?: string;\n  metadata?: string;\n}\n\nexport interface OpportunityConversionOptions extends SmrtObjectOptions {\n  tenantId?: string | null;\n  opportunityId?: string;\n  targetKind?: string;\n  targetId?: string;\n  note?: string;\n  metadata?: string;\n}\n\n// ─────────────────────────────────────────────────────────────────────────────\n// Collection operation contracts\n// ─────────────────────────────────────────────────────────────────────────────\n\n/** Params for `PipelineDefinitionCollection.ensureDefaultPipeline()`. */\nexport interface EnsureDefaultPipelineParams {\n  /**\n   * Explicit tenant scope for the seeded pipeline/stages. Usually omitted —\n   * an ambient `withTenant()` context auto-populates tenancy; pass it when\n   * seeding outside a tenant context on behalf of a specific tenant.\n   */\n  tenantId?: string | null;\n}\n\n/** Result of `PipelineDefinitionCollection.ensureDefaultPipeline()`. */\nexport interface EnsureDefaultPipelineResult {\n  pipeline: PipelineDefinition;\n  /** All stages of the pipeline ordered by `sortOrder`. */\n  stages: PipelineStage[];\n}\n\n/** Params for `LeadCollection.qualify()`. */\nexport interface QualifyLeadParams {\n  leadId: string;\n  /** Opportunity name; defaults to the lead's name. */\n  opportunityName?: string;\n  /** Target pipeline; defaults to the seeded default pipeline. */\n  pipelineId?: string;\n  /** Owning rep for the opportunity; defaults to the lead's `ownerRepId`. */\n  ownerRepId?: string;\n  /** Expected deal value in integer cents. */\n  expectedValueCents?: number;\n  /** ISO 4217 currency code; defaults to `'USD'`. */\n  currency?: string;\n  expectedCloseAt?: Date | null;\n  /** Clock for the `qualifiedAt` stamp; defaults to now. */\n  now?: Date;\n}\n\n/** Params for `LeadCollection.mergeLeads()`. */\nexport interface MergeLeadsParams {\n  /** The surviving (canonical) lead. */\n  winnerId: string;\n  /** The duplicate lead to fold into the winner; becomes terminal `merged`. */\n  loserId: string;\n  /** Profile of the operator performing the merge, for the audit trail. */\n  actorProfileId?: string;\n  /** Human-readable merge reason, recorded in both audit rows. */\n  reason?: string;\n}\n\n/** Result of `LeadCollection.mergeLeads()`. */\nexport interface MergeLeadsResult {\n  winner: Lead;\n  loser: Lead;\n}\n\n/** Params for `OpportunityCollection.moveToStage()`. */\nexport interface MoveToStageParams {\n  opportunityId: string;\n  /** Target stage — must belong to the opportunity's pipeline. */\n  stageId: string;\n  /** Profile of the actor moving the stage, for the audit trail. */\n  actorProfileId?: string;\n  /**\n   * Outcome note recorded on the opportunity (conventionally set when moving\n   * into a terminal-lost stage, e.g. `'budget cut'`).\n   */\n  outcomeReason?: string;\n  /** Override the stage's default probability for this opportunity. */\n  probabilityOverride?: number;\n  /** Clock for the `wonAt`/`lostAt` stamps; defaults to now. */\n  now?: Date;\n}\n\n/** Params for `OpportunityConversionCollection.recordConversion()`. */\nexport interface RecordConversionParams {\n  opportunityId: string;\n  /** Downstream record kind — open string: `'client'`, `'project'`, `'contract'`, `'subscription'`, … */\n  targetKind: string;\n  /** Identifier of the downstream record (created by the caller, never by CRM). */\n  targetId: string;\n  note?: string;\n}\n\n/** Result of `OpportunityConversionCollection.recordConversion()`. */\nexport interface RecordConversionResult {\n  conversion: OpportunityConversion;\n  /** `false` when the natural-key link already existed (idempotent repeat). */\n  created: boolean;\n}\n","/**\n * PipelineDefinitionCollection — collection manager for PipelineDefinition,\n * including the idempotent default-pipeline seeder.\n * @packageDocumentation\n */\n\nimport { SmrtCollection } from '@happyvertical/smrt-core';\nimport { PipelineDefinition } from '../models/PipelineDefinition.js';\nimport type { PipelineStage } from '../models/PipelineStage.js';\nimport {\n  DEFAULT_PIPELINE_KEY,\n  DEFAULT_PIPELINE_STAGES,\n  type EnsureDefaultPipelineParams,\n  type EnsureDefaultPipelineResult,\n} from '../types.js';\nimport { PipelineStageCollection } from './PipelineStageCollection.js';\n\n/** Narrow a possibly-unset SmrtObject id into a usable string. */\nfunction requireId(value: string | null | undefined, what: string): string {\n  if (!value) {\n    throw new Error(`PipelineDefinitionCollection: ${what} has no id`);\n  }\n  return value;\n}\n\nexport class PipelineDefinitionCollection extends SmrtCollection<PipelineDefinition> {\n  static readonly _itemClass = PipelineDefinition;\n\n  private stageCollectionPromise: Promise<PipelineStageCollection> | null =\n    null;\n\n  /** Sibling stage collection sharing this collection's DB connection. */\n  private async getStageCollection(): Promise<PipelineStageCollection> {\n    if (!this.stageCollectionPromise) {\n      this.stageCollectionPromise = PipelineStageCollection.create({\n        db: this.db,\n      });\n    }\n    return this.stageCollectionPromise;\n  }\n\n  /**\n   * Find one pipeline by its machine key (natural key within the tenant\n   * scope — ambient tenancy auto-filters the lookup).\n   */\n  async findByKey(key: string): Promise<PipelineDefinition | null> {\n    const results = await this.list({ where: { key }, limit: 1 });\n    return results[0] ?? null;\n  }\n\n  /**\n   * Find the pipeline flagged `isDefault` (informational designation).\n   */\n  async findDefault(): Promise<PipelineDefinition | null> {\n    const results = await this.list({\n      where: { isDefault: true },\n      orderBy: 'created_at ASC',\n      limit: 1,\n    });\n    return results[0] ?? null;\n  }\n\n  /**\n   * A pipeline's stages in board order (`sortOrder` ascending).\n   */\n  async getStages(pipelineId: string): Promise<PipelineStage[]> {\n    const stages = await this.getStageCollection();\n    return await stages.findByPipeline(pipelineId);\n  }\n\n  /**\n   * Idempotently find-or-create the seeded default pipeline (key\n   * `'default'`, `isDefault: true`) and its 7 default stages:\n   * `new(0.1) → qualified(0.25) → discovery(0.4) → proposal(0.6) →\n   * negotiation(0.8) → closed_won(1.0, isWon) → closed_lost(0.0, isLost)`.\n   *\n   * Idempotency is per stage KEY: a second call creates nothing, and a\n   * partially-seeded pipeline (e.g. an interrupted first run) is healed by\n   * creating only the missing keys. Existing stages are never overwritten —\n   * renames, re-weights, reorders, and custom stages added via normal\n   * PipelineStage operations all survive re-runs.\n   *\n   * Tenancy: under an ambient `withTenant()` context the pipeline/stages\n   * auto-scope to that tenant; pass `tenantId` to seed for a specific tenant\n   * from a system/global context. Lookup is by natural key, so each tenant\n   * gets exactly one seeded default pipeline.\n   *\n   * @returns The pipeline plus ALL of its stages ordered by `sortOrder`\n   *   (including any custom stages added since seeding)\n   */\n  async ensureDefaultPipeline(\n    params: EnsureDefaultPipelineParams = {},\n  ): Promise<EnsureDefaultPipelineResult> {\n    const tenantScope =\n      params.tenantId !== undefined ? { tenantId: params.tenantId } : {};\n\n    let pipeline = (\n      await this.list({\n        where: { key: DEFAULT_PIPELINE_KEY, ...tenantScope },\n        limit: 1,\n      })\n    )[0];\n\n    if (!pipeline) {\n      pipeline = await this.create({\n        ...tenantScope,\n        key: DEFAULT_PIPELINE_KEY,\n        name: 'Default Sales Pipeline',\n        isDefault: true,\n        status: 'active',\n      });\n    }\n\n    const pipelineId = requireId(pipeline.id, 'default pipeline');\n    const stagesCollection = await this.getStageCollection();\n    const existing = await stagesCollection.findByPipeline(pipelineId);\n    const existingKeys = new Set(existing.map((stage) => stage.key));\n\n    // Stage tenancy follows the pipeline row (auto-populated under ambient\n    // tenancy; explicit when the pipeline was seeded with a tenantId param).\n    const stageTenantScope =\n      pipeline.tenantId !== null\n        ? { tenantId: pipeline.tenantId }\n        : tenantScope;\n\n    for (const [index, seed] of DEFAULT_PIPELINE_STAGES.entries()) {\n      if (existingKeys.has(seed.key)) continue;\n      await stagesCollection.create({\n        ...stageTenantScope,\n        pipelineId,\n        key: seed.key,\n        name: seed.name,\n        // Steps of 10 leave headroom to slot custom stages between defaults.\n        sortOrder: (index + 1) * 10,\n        probability: seed.probability,\n        isWon: seed.isWon ?? false,\n        isLost: seed.isLost ?? false,\n      });\n    }\n\n    const stages = await stagesCollection.findByPipeline(pipelineId);\n    return { pipeline, stages };\n  }\n}\n\nexport default PipelineDefinitionCollection;\n","/**\n * LeadCollection — collection manager for Lead, including qualification into\n * opportunities, audited duplicate merges, and merge-aware history reads.\n * @packageDocumentation\n */\n\nimport { SmrtCollection } from '@happyvertical/smrt-core';\nimport { Lead } from '../models/Lead.js';\nimport type { Opportunity } from '../models/Opportunity.js';\nimport type { PipelineDefinition } from '../models/PipelineDefinition.js';\nimport type { PipelineStage } from '../models/PipelineStage.js';\nimport type { SalesActivity } from '../models/SalesActivity.js';\nimport type {\n  LeadStatus,\n  MergeLeadsParams,\n  MergeLeadsResult,\n  QualifyLeadParams,\n} from '../types.js';\nimport { OpportunityCollection } from './OpportunityCollection.js';\nimport { PipelineDefinitionCollection } from './PipelineDefinitionCollection.js';\nimport { SalesActivityCollection } from './SalesActivityCollection.js';\n\n/**\n * Winner contact fields that {@link LeadCollection.mergeLeads} fills from the\n * loser when (and only when) the winner's value is empty. Non-empty winner\n * data is never overwritten.\n */\nconst MERGE_FILL_CONTACT_FIELDS = [\n  'contactName',\n  'email',\n  'phone',\n  'organizationName',\n] as const;\n\n/** Narrow a possibly-unset SmrtObject id into a usable string. */\nfunction requireId(value: string | null | undefined, what: string): string {\n  if (!value) {\n    throw new Error(`LeadCollection: ${what} has no id`);\n  }\n  return value;\n}\n\nexport class LeadCollection extends SmrtCollection<Lead> {\n  static readonly _itemClass = Lead;\n\n  private opportunityCollectionPromise: Promise<OpportunityCollection> | null =\n    null;\n  private pipelineCollectionPromise: Promise<PipelineDefinitionCollection> | null =\n    null;\n  private activityCollectionPromise: Promise<SalesActivityCollection> | null =\n    null;\n\n  /** Sibling opportunity collection sharing this collection's DB connection. */\n  private async getOpportunityCollection(): Promise<OpportunityCollection> {\n    if (!this.opportunityCollectionPromise) {\n      this.opportunityCollectionPromise = OpportunityCollection.create({\n        db: this.db,\n      });\n    }\n    return this.opportunityCollectionPromise;\n  }\n\n  /** Sibling pipeline collection sharing this collection's DB connection. */\n  private async getPipelineCollection(): Promise<PipelineDefinitionCollection> {\n    if (!this.pipelineCollectionPromise) {\n      this.pipelineCollectionPromise = PipelineDefinitionCollection.create({\n        db: this.db,\n      });\n    }\n    return this.pipelineCollectionPromise;\n  }\n\n  /** Sibling activity collection sharing this collection's DB connection. */\n  private async getActivityCollection(): Promise<SalesActivityCollection> {\n    if (!this.activityCollectionPromise) {\n      this.activityCollectionPromise = SalesActivityCollection.create({\n        db: this.db,\n      });\n    }\n    return this.activityCollectionPromise;\n  }\n\n  /** Leads in a given lifecycle status, newest first. */\n  async findByStatus(status: LeadStatus): Promise<Lead[]> {\n    return await this.list({\n      where: { status },\n      orderBy: 'created_at DESC',\n    });\n  }\n\n  /** Leads owned by a given sales rep, newest first. */\n  async findByOwner(ownerRepId: string): Promise<Lead[]> {\n    return await this.list({\n      where: { ownerRepId },\n      orderBy: 'created_at DESC',\n    });\n  }\n\n  /**\n   * Qualify a lead into an Opportunity.\n   *\n   * Transitions the lead to `qualified` (stamping `qualifiedAt` once) and\n   * creates an Opportunity at the FIRST stage of the target pipeline —\n   * `pipelineId` when given, otherwise the seeded default pipeline\n   * (`ensureDefaultPipeline()`). The opportunity adopts the first stage's\n   * probability, copies the lead's `sourceKind`/`sourceId` for reporting,\n   * and defaults its name/owner from the lead. A `qualification`\n   * SalesActivity is written on BOTH the lead and the opportunity.\n   *\n   * IDEMPOTENT: when the lead is already `qualified` and an opportunity\n   * exists for it, that opportunity is returned unchanged (no new rows, no\n   * new activities). A qualified lead with no opportunity (interrupted\n   * earlier run) is healed by creating the missing opportunity.\n   *\n   * Illegal source statuses are rejected by the lead's save-time transition\n   * guard (`disqualified`/`merged` leads cannot be qualified).\n   *\n   * @returns The (existing or newly created) opportunity\n   */\n  async qualify(params: QualifyLeadParams): Promise<Opportunity> {\n    const lead = await this.get({ id: params.leadId });\n    if (!lead) {\n      throw new Error(\n        `LeadCollection.qualify: lead '${params.leadId}' not found`,\n      );\n    }\n    const leadId = requireId(lead.id, `lead '${params.leadId}'`);\n\n    const opportunities = await this.getOpportunityCollection();\n    if (lead.status === 'qualified') {\n      const existing = await opportunities.findByLead(leadId);\n      if (existing[0]) {\n        return existing[0];\n      }\n    }\n\n    // Resolve the target pipeline and its entry stage BEFORE mutating the\n    // lead, so a bad pipelineId leaves the lead untouched.\n    const pipelines = await this.getPipelineCollection();\n    let pipeline: PipelineDefinition;\n    let stages: PipelineStage[];\n    if (params.pipelineId) {\n      const found = await pipelines.get({ id: params.pipelineId });\n      if (!found) {\n        throw new Error(\n          `LeadCollection.qualify: pipeline '${params.pipelineId}' not found`,\n        );\n      }\n      pipeline = found;\n      stages = await pipelines.getStages(requireId(pipeline.id, 'pipeline'));\n    } else {\n      ({ pipeline, stages } = await pipelines.ensureDefaultPipeline({\n        ...(lead.tenantId !== null ? { tenantId: lead.tenantId } : {}),\n      }));\n    }\n    const firstStage = stages[0];\n    if (!firstStage) {\n      throw new Error(\n        `LeadCollection.qualify: pipeline '${pipeline.key || pipeline.id}' has no stages`,\n      );\n    }\n\n    if (lead.status !== 'qualified') {\n      lead.status = 'qualified'; // save-guard rejects illegal transitions\n      if (!lead.qualifiedAt) {\n        lead.qualifiedAt = params.now ?? new Date();\n      }\n      await lead.save();\n    }\n\n    const opportunity = await opportunities.create({\n      ...(lead.tenantId !== null ? { tenantId: lead.tenantId } : {}),\n      name: params.opportunityName ?? lead.name,\n      leadId,\n      ownerRepId: params.ownerRepId ?? lead.ownerRepId,\n      pipelineId: pipeline.id ?? '',\n      stageId: firstStage.id ?? '',\n      probability: firstStage.probability,\n      expectedValueCents: params.expectedValueCents ?? 0,\n      currency: params.currency ?? 'USD',\n      expectedCloseAt: params.expectedCloseAt ?? null,\n      status: 'open',\n      sourceKind: lead.sourceKind,\n      sourceId: lead.sourceId,\n    });\n    const opportunityId = requireId(opportunity.id, 'created opportunity');\n\n    const activities = await this.getActivityCollection();\n    const tenantScope =\n      lead.tenantId !== null ? { tenantId: lead.tenantId } : {};\n    await activities.create({\n      ...tenantScope,\n      subjectKind: 'lead',\n      subjectId: leadId,\n      activityKind: 'qualification',\n      summary: `Qualified into opportunity '${opportunity.name}'`,\n      metadata: JSON.stringify({\n        opportunityId,\n        pipelineId: pipeline.id ?? '',\n        stageId: firstStage.id ?? '',\n        stageKey: firstStage.key,\n      }),\n    });\n    await activities.create({\n      ...tenantScope,\n      subjectKind: 'opportunity',\n      subjectId: opportunityId,\n      activityKind: 'qualification',\n      summary: `Created from qualified lead '${lead.name}'`,\n      metadata: JSON.stringify({\n        leadId,\n        pipelineId: pipeline.id ?? '',\n        stageId: firstStage.id ?? '',\n        stageKey: firstStage.key,\n      }),\n    });\n\n    return opportunity;\n  }\n\n  /**\n   * Audited duplicate merge: fold the `loserId` lead into the `winnerId`\n   * lead.\n   *\n   * Validations: the ids must differ, both leads must exist, the loser must\n   * not already be merged, the winner must not itself be merged (merge into\n   * the chain head instead), and the merge must not create a\n   * `mergedIntoId` cycle.\n   *\n   * Effects:\n   * - EMPTY winner contact fields (`contactName`/`email`/`phone`/\n   *   `organizationName`) are filled from the loser; non-empty winner data\n   *   is never overwritten;\n   * - the loser's acquisition context is appended into the winner's under a\n   *   `mergedSources` array (both histories preserved verbatim);\n   * - the loser becomes terminal: `status: 'merged'` +\n   *   `mergedIntoId: winnerId`;\n   * - a `merge` SalesActivity is written on BOTH leads, each carrying a full\n   *   pre-merge loser snapshot in metadata;\n   * - the loser's existing activities STAY attached to the loser (history\n   *   preserved in place) — read the combined trail via\n   *   {@link activitiesIncludingMerged}.\n   */\n  async mergeLeads(params: MergeLeadsParams): Promise<MergeLeadsResult> {\n    const { winnerId, loserId } = params;\n    if (winnerId === loserId) {\n      throw new Error(\n        `LeadCollection.mergeLeads: winner and loser must be distinct leads (got '${winnerId}' twice)`,\n      );\n    }\n    const winner = await this.get({ id: winnerId });\n    if (!winner) {\n      throw new Error(\n        `LeadCollection.mergeLeads: winner lead '${winnerId}' not found`,\n      );\n    }\n    const loser = await this.get({ id: loserId });\n    if (!loser) {\n      throw new Error(\n        `LeadCollection.mergeLeads: loser lead '${loserId}' not found`,\n      );\n    }\n    if (loser.status === 'merged') {\n      throw new Error(\n        `LeadCollection.mergeLeads: lead '${loserId}' is already merged into '${loser.mergedIntoId}'`,\n      );\n    }\n    if (winner.status === 'merged') {\n      throw new Error(\n        `LeadCollection.mergeLeads: winner lead '${winnerId}' has itself been merged into ` +\n          `'${winner.mergedIntoId}' — merge into the chain head instead`,\n      );\n    }\n\n    // Cycle guard (defense in depth for raw-set mergedIntoId data): walking\n    // the winner's merge ancestry must never reach the loser.\n    const visited = new Set<string>([winnerId]);\n    let cursor = winner.mergedIntoId;\n    while (cursor) {\n      if (cursor === loserId) {\n        throw new Error(\n          `LeadCollection.mergeLeads: merging '${loserId}' into '${winnerId}' would create a merge cycle`,\n        );\n      }\n      if (visited.has(cursor)) break; // pre-existing cycle in data — stop walking\n      visited.add(cursor);\n      const ancestor = await this.get({ id: cursor });\n      cursor = ancestor?.mergedIntoId ?? '';\n    }\n\n    // Full pre-merge snapshot of the loser for both audit rows.\n    const loserSnapshot = loser.toJSON() as Record<string, unknown>;\n\n    // Fill EMPTY winner contact fields from the loser — never overwrite.\n    const filledFields: string[] = [];\n    for (const fieldName of MERGE_FILL_CONTACT_FIELDS) {\n      if (winner[fieldName] === '' && loser[fieldName] !== '') {\n        winner[fieldName] = loser[fieldName];\n        filledFields.push(fieldName);\n      }\n    }\n\n    // Preserve BOTH acquisition histories: append the loser's context (plus\n    // its source pointer) under the winner's `mergedSources` array.\n    const winnerContext = winner.getAcquisitionContext();\n    const priorSources = winnerContext.mergedSources;\n    const mergedSources = Array.isArray(priorSources) ? [...priorSources] : [];\n    mergedSources.push({\n      leadId: loserId,\n      mergedAt: new Date().toISOString(),\n      sourceKind: loser.sourceKind,\n      sourceId: loser.sourceId,\n      acquisitionContext: loser.getAcquisitionContext(),\n    });\n    winner.setAcquisitionContext({ ...winnerContext, mergedSources });\n\n    await winner.save();\n\n    loser.status = 'merged';\n    loser.mergedIntoId = winnerId;\n    await loser.save();\n\n    const activities = await this.getActivityCollection();\n    const actorProfileId = params.actorProfileId ?? '';\n    const reason = params.reason ?? '';\n    const auditDetail = {\n      winnerId,\n      loserId,\n      reason,\n      filledFields,\n      loserSnapshot,\n    };\n    await activities.create({\n      ...(winner.tenantId !== null ? { tenantId: winner.tenantId } : {}),\n      subjectKind: 'lead',\n      subjectId: winnerId,\n      activityKind: 'merge',\n      summary: `Merged duplicate lead '${loser.name}' into this lead`,\n      actorProfileId,\n      metadata: JSON.stringify({ ...auditDetail, direction: 'absorbed' }),\n    });\n    await activities.create({\n      ...(loser.tenantId !== null ? { tenantId: loser.tenantId } : {}),\n      subjectKind: 'lead',\n      subjectId: loserId,\n      activityKind: 'merge',\n      summary: `Merged into lead '${winner.name}'`,\n      actorProfileId,\n      metadata: JSON.stringify({ ...auditDetail, direction: 'merged_away' }),\n    });\n\n    return { winner, loser };\n  }\n\n  /**\n   * The lead's activity trail INCLUDING the trails of every lead merged into\n   * it, transitively (losers keep their own activities; this read\n   * re-assembles the full history across `mergedIntoId` chains).\n   *\n   * Traversal is breadth-first over merge children with a visited-set guard,\n   * so malformed cyclic data cannot loop. Results are in chronological\n   * order.\n   */\n  async activitiesIncludingMerged(leadId: string): Promise<SalesActivity[]> {\n    const visited = new Set<string>();\n    let frontier = [leadId];\n    while (frontier.length > 0) {\n      const batch = frontier.filter((id) => id && !visited.has(id));\n      if (batch.length === 0) break;\n      for (const id of batch) {\n        visited.add(id);\n      }\n      const children = await this.list({\n        where: { 'mergedIntoId in': batch },\n      });\n      frontier = children\n        .map((child) => child.id ?? '')\n        .filter((id) => id !== '');\n    }\n\n    const activities = await this.getActivityCollection();\n    return await activities.list({\n      where: { subjectKind: 'lead', 'subjectId in': Array.from(visited) },\n      orderBy: 'created_at ASC',\n    });\n  }\n}\n\nexport default LeadCollection;\n","/**\n * OpportunityConversion — idempotent link from a won deal to a downstream record.\n * @packageDocumentation\n */\n\nimport { field, foreignKey, SmrtObject, smrt } from '@happyvertical/smrt-core';\nimport { TenantScoped, tenantId } from '@happyvertical/smrt-tenancy';\nimport type { OpportunityConversionOptions } from '../types.js';\n\n/**\n * OpportunityConversion records that a WON opportunity materialized into a\n * downstream record — a client, project, contract, subscription, or any\n * caller-defined kind. The target is a generic `(targetKind, targetId)`\n * string pair: CRM never creates (or mutates) the downstream records\n * themselves and never touches referral or commission state.\n *\n * The natural key `(opportunity_id, target_kind, target_id)`\n * (`conflictColumns`) makes recording idempotent — use\n * `OpportunityConversionCollection.recordConversion()`, which enforces the\n * won-status precondition and reports whether the link already existed.\n * Links are append-only: the generated surfaces expose `list`/`get`/`create`\n * only (no update/delete).\n *\n * @example\n * ```typescript\n * const conversions = await OpportunityConversionCollection.create({ db });\n * const { conversion, created } = await conversions.recordConversion({\n *   opportunityId: opportunity.id ?? '',\n *   targetKind: 'contract',\n *   targetId: contractId,\n * });\n * ```\n */\n@TenantScoped({ mode: 'optional' })\n@smrt({\n  api: { include: ['list', 'get', 'create'] }, // append-only — no update/delete\n  mcp: { include: ['list', 'get'] },\n  cli: false,\n  conflictColumns: ['opportunity_id', 'target_kind', 'target_id'],\n})\nexport class OpportunityConversion extends SmrtObject {\n  /**\n   * Tenant ID for multi-tenant isolation.\n   * Nullable to support both tenant-scoped and global conversions.\n   */\n  @tenantId({ nullable: true })\n  tenantId: string | null = null;\n\n  /** The won opportunity that converted. Required. */\n  @foreignKey('Opportunity', { required: true })\n  opportunityId: string = '';\n\n  /**\n   * Downstream record kind — OPEN string: `'client'`, `'project'`,\n   * `'contract'`, `'subscription'`, … Required.\n   */\n  @field({ required: true })\n  targetKind: string = '';\n\n  /** Identifier of the downstream record within `targetKind`. Required. */\n  @field({ required: true })\n  targetId: string = '';\n\n  /** Optional human-readable note about the conversion. */\n  note: string = '';\n\n  /**\n   * Free-form JSON object stored as a string. Use\n   * {@link getMetadata}/{@link setMetadata} instead of parsing manually.\n   */\n  metadata: string = '{}';\n\n  constructor(options: OpportunityConversionOptions = {}) {\n    super(options);\n    if (options.tenantId !== undefined) this.tenantId = options.tenantId;\n    if (options.opportunityId !== undefined)\n      this.opportunityId = options.opportunityId;\n    if (options.targetKind !== undefined) this.targetKind = options.targetKind;\n    if (options.targetId !== undefined) this.targetId = options.targetId;\n    if (options.note !== undefined) this.note = options.note;\n    if (options.metadata !== undefined) this.metadata = options.metadata;\n  }\n\n  /** Parse the metadata JSON string; returns `{}` on malformed content. */\n  getMetadata(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.metadata);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the metadata object. */\n  setMetadata(metadata: Record<string, unknown>): void {\n    this.metadata = JSON.stringify(metadata);\n  }\n\n  /**\n   * Save with the append-only guard: a fresh instance whose\n   * `(opportunityId, targetKind, targetId)` natural key already belongs to\n   * a DIFFERENT row is refused — the conflict-column upsert would replace\n   * the existing conversion link (note and id) without the won-opportunity\n   * validation. Idempotent linking goes through\n   * `OpportunityConversionCollection.recordConversion()`, which finds\n   * first and reports `{ created: false }`.\n   */\n  override async save(): Promise<this> {\n    if (this.opportunityId && this.targetKind && this.targetId) {\n      try {\n        const res = await this.db.query(\n          `SELECT id FROM ${this.tableName} WHERE opportunity_id = $1 AND target_kind = $2 AND target_id = $3`,\n          this.opportunityId,\n          this.targetKind,\n          this.targetId,\n        );\n        const rows = Array.isArray(res)\n          ? (res as Record<string, unknown>[])\n          : ((res as { rows?: Record<string, unknown>[] }).rows ?? []);\n        const taken = rows.find((row) => row.id !== this.id);\n        if (taken) {\n          throw new Error(\n            `OpportunityConversion ${this.opportunityId}/${this.targetKind}/${this.targetId}: ` +\n              'this conversion link already exists — conversion links are ' +\n              'append-only. Use ' +\n              'OpportunityConversionCollection.recordConversion() for ' +\n              'idempotent linking.',\n          );\n        }\n      } catch (error) {\n        if (error instanceof Error && error.message.includes('append-only')) {\n          throw error;\n        }\n        // DB not ready / table absent — nothing persisted to collide with.\n      }\n    }\n    return (await super.save()) as this;\n  }\n}\n\nexport default OpportunityConversion;\n","/**\n * OpportunityConversionCollection — collection manager for\n * OpportunityConversion, including the idempotent recorder.\n * @packageDocumentation\n */\n\nimport { SmrtCollection } from '@happyvertical/smrt-core';\nimport { OpportunityConversion } from '../models/OpportunityConversion.js';\nimport type {\n  RecordConversionParams,\n  RecordConversionResult,\n} from '../types.js';\nimport { OpportunityCollection } from './OpportunityCollection.js';\n\nexport class OpportunityConversionCollection extends SmrtCollection<OpportunityConversion> {\n  static readonly _itemClass = OpportunityConversion;\n\n  private opportunityCollectionPromise: Promise<OpportunityCollection> | null =\n    null;\n\n  /** Sibling opportunity collection sharing this collection's DB connection. */\n  private async getOpportunityCollection(): Promise<OpportunityCollection> {\n    if (!this.opportunityCollectionPromise) {\n      this.opportunityCollectionPromise = OpportunityCollection.create({\n        db: this.db,\n      });\n    }\n    return this.opportunityCollectionPromise;\n  }\n\n  /** All conversion links recorded for one opportunity, oldest first. */\n  async findByOpportunity(\n    opportunityId: string,\n  ): Promise<OpportunityConversion[]> {\n    return await this.list({\n      where: { opportunityId },\n      orderBy: 'created_at ASC',\n    });\n  }\n\n  /**\n   * Record that a WON opportunity materialized into a downstream record,\n   * idempotently on the natural key `(opportunityId, targetKind, targetId)`.\n   *\n   * Preconditions: the opportunity must exist and its status must be `'won'`\n   * — conversions from open or lost deals are rejected with a clear error.\n   * CRM only records the link; creating the downstream record itself\n   * (client, project, contract, subscription, …) is the caller's job.\n   *\n   * @returns `{ conversion, created }` — `created: false` when the link\n   *   already existed (the existing row is returned untouched)\n   */\n  async recordConversion(\n    params: RecordConversionParams,\n  ): Promise<RecordConversionResult> {\n    const opportunities = await this.getOpportunityCollection();\n    const opportunity = await opportunities.get({ id: params.opportunityId });\n    if (!opportunity) {\n      throw new Error(\n        `OpportunityConversionCollection.recordConversion: opportunity '${params.opportunityId}' not found`,\n      );\n    }\n    if (opportunity.status !== 'won') {\n      throw new Error(\n        `OpportunityConversionCollection.recordConversion: opportunity '${params.opportunityId}' ` +\n          `has status '${opportunity.status}' — conversions can only be recorded for won opportunities`,\n      );\n    }\n\n    const existing = await this.list({\n      where: {\n        opportunityId: params.opportunityId,\n        targetKind: params.targetKind,\n        targetId: params.targetId,\n      },\n      limit: 1,\n    });\n    if (existing[0]) {\n      return { conversion: existing[0], created: false };\n    }\n\n    const conversion = await this.create({\n      ...(opportunity.tenantId !== null\n        ? { tenantId: opportunity.tenantId }\n        : {}),\n      opportunityId: params.opportunityId,\n      targetKind: params.targetKind,\n      targetId: params.targetId,\n      note: params.note ?? '',\n    });\n    return { conversion, created: true };\n  }\n}\n\nexport default OpportunityConversionCollection;\n","/**\n * SalesRepresentative — the sales-rep role model.\n * @packageDocumentation\n */\n\nimport {\n  crossPackageRef,\n  foreignKey,\n  SmrtObject,\n  smrt,\n} from '@happyvertical/smrt-core';\nimport { TenantScoped, tenantId } from '@happyvertical/smrt-tenancy';\nimport type {\n  SalesRepresentativeOptions,\n  SalesRepresentativeStatus,\n} from '../types.js';\n\n/**\n * SalesRepresentative is a ROLE model: it links an identity (smrt-profiles\n * Profile) to sales ownership (Leads/Opportunities reference `ownerRepId`).\n *\n * Roles and money stay separate (see `packages/sales/AGENTS.md` \"Roles vs.\n * money\"): a rep connects to payouts only through the optional `earnerId`\n * pointing at the commissions module's neutral `Earner`. No referral or\n * commission semantics live on this model.\n *\n * @example\n * ```typescript\n * const reps = await SalesRepresentativeCollection.create({ db });\n * const rep = await reps.create({\n *   profileId: 'profile-uuid',\n *   title: 'Account Executive',\n * });\n * const active = await reps.findActive();\n * ```\n */\n@TenantScoped({ mode: 'optional' })\n@smrt({\n  api: { include: ['list', 'get', 'create', 'update'] },\n  mcp: { include: ['list', 'get'] },\n  cli: true,\n})\nexport class SalesRepresentative extends SmrtObject {\n  /**\n   * Tenant ID for multi-tenant isolation.\n   * Nullable to support both tenant-scoped and global (operator-level) reps.\n   */\n  @tenantId({ nullable: true })\n  tenantId: string | null = null;\n\n  /**\n   * Identity of the person acting as a rep — cross-package string reference\n   * to a smrt-profiles Profile.\n   */\n  @crossPackageRef('@happyvertical/smrt-profiles:Profile')\n  profileId: string = '';\n\n  /**\n   * Optional link to the commissions module's `Earner` (the neutral payout\n   * identity). String-form same-package FK: the Earner class lives in\n   * `src/commissions` and is intentionally NOT imported here — the string\n   * form registers the relationship without a module dependency, keeping the\n   * `crm → commissions` boundary reference-only. Empty when the rep is not\n   * commission-compensated.\n   */\n  @foreignKey('Earner')\n  earnerId: string = '';\n\n  /** Role status — only `active` reps should receive new assignments. */\n  status: SalesRepresentativeStatus = 'active';\n\n  /** Job title shown on CRM surfaces (e.g. `'Account Executive'`). */\n  title: string = '';\n\n  /**\n   * Free-form JSON object stored as a string. Use\n   * {@link getMetadata}/{@link setMetadata} instead of parsing manually.\n   */\n  metadata: string = '{}';\n\n  constructor(options: SalesRepresentativeOptions = {}) {\n    super(options);\n    if (options.tenantId !== undefined) this.tenantId = options.tenantId;\n    if (options.profileId !== undefined) this.profileId = options.profileId;\n    if (options.earnerId !== undefined) this.earnerId = options.earnerId;\n    if (options.status !== undefined) this.status = options.status;\n    if (options.title !== undefined) this.title = options.title;\n    if (options.metadata !== undefined) this.metadata = options.metadata;\n  }\n\n  /** Whether the rep may receive new lead/opportunity assignments. */\n  isActive(): boolean {\n    return this.status === 'active';\n  }\n\n  /** Parse the metadata JSON string; returns `{}` on malformed content. */\n  getMetadata(): Record<string, unknown> {\n    try {\n      const parsed: unknown = JSON.parse(this.metadata);\n      if (parsed && typeof parsed === 'object' && !Array.isArray(parsed)) {\n        return parsed as Record<string, unknown>;\n      }\n      return {};\n    } catch {\n      return {};\n    }\n  }\n\n  /** Serialize and store the metadata object. */\n  setMetadata(metadata: Record<string, unknown>): void {\n    this.metadata = JSON.stringify(metadata);\n  }\n}\n\nexport default SalesRepresentative;\n","/**\n * SalesRepresentativeCollection — collection manager for SalesRepresentative.\n * @packageDocumentation\n */\n\nimport { SmrtCollection } from '@happyvertical/smrt-core';\nimport { SalesRepresentative } from '../models/SalesRepresentative.js';\n\nexport class SalesRepresentativeCollection extends SmrtCollection<SalesRepresentative> {\n  static readonly _itemClass = SalesRepresentative;\n\n  /**\n   * Find rep roles held by a given profile (a profile may hold the role in\n   * several tenants/contexts).\n   *\n   * @param profileId - smrt-profiles Profile id\n   * @returns Reps for that profile, newest first\n   */\n  async findByProfile(profileId: string): Promise<SalesRepresentative[]> {\n    return await this.list({\n      where: { profileId },\n      orderBy: 'created_at DESC',\n    });\n  }\n\n  /**\n   * Find all active reps (eligible for new lead/opportunity assignment).\n   */\n  async findActive(): Promise<SalesRepresentative[]> {\n    return await this.list({\n      where: { status: 'active' },\n      orderBy: 'created_at DESC',\n    });\n  }\n}\n\nexport default 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