@happyvertical/smrt-sales 0.40.42 → 0.40.44

package/dist/crm/services/LeadWorkflowService.d.ts

@@ -0,0 +1,164 @@
+import { SmrtClassOptions } from '@happyvertical/smrt-core';
+import { Lead } from '../models/Lead.js';
+import { SalesActivity } from '../models/SalesActivity.js';
+import { SalesRepresentative } from '../models/SalesRepresentative.js';
+import { LeadStatus } from '../types.js';
+/** Human follow-up kinds accepted by {@link LeadWorkflowService.recordActivity}. */
+export declare const LEAD_HUMAN_ACTIVITY_KINDS: readonly ["note", "call", "email", "meeting"];
+export type LeadHumanActivityKind = (typeof LEAD_HUMAN_ACTIVITY_KINDS)[number];
+/** Maximum persisted text length for generic workflow summaries and reasons. */
+export declare const MAX_LEAD_WORKFLOW_TEXT_LENGTH = 1000;
+/** Queue state for a lead's next actionable follow-up step. */
+export type LeadWorkQueueState = 'terminal' | 'reopenable' | 'unassigned' | 'no_next_action' | 'overdue' | 'due_today' | 'upcoming';
+/** Plain input consumed by {@link projectLeadWorkQueue}; safe for host view mappers. */
+export interface LeadWorkQueueInput {
+    status: LeadStatus;
+    ownerRepId?: string | null;
+    nextAction?: {
+        dueAt?: Date | null;
+    } | null;
+    /** Inject a clock to make queue classification deterministic. */
+    now?: Date;
+    /**
+     * Optional IANA timezone used only for the calendar-day boundary. Omitting
+     * it leaves the host/runtime timezone in control; CRM never imposes one.
+     */
+    timeZone?: string;
+}
+/** Reusable, policy-free work-queue projection. */
+export interface LeadWorkQueueProjection {
+    state: LeadWorkQueueState;
+    isActionable: boolean;
+    isUnassigned: boolean;
+    hasNoNextAction: boolean;
+    isOverdue: boolean;
+    isDueToday: boolean;
+    isUpcoming: boolean;
+    isTerminal: boolean;
+    isReopenable: boolean;
+}
+/**
+ * Classify a lead without assuming an SLA, automatic owner, or timezone.
+ * Terminal qualified/merged rows are never queued; disqualified leads remain
+ * explicitly reopenable rather than being conflated with immutable terminals.
+ */
+export declare function projectLeadWorkQueue(input: LeadWorkQueueInput): LeadWorkQueueProjection;
+/** Details returned to reusable UI after one tenant-safe work-state read. */
+export interface LeadWorkState {
+    lead: Lead;
+    owner: SalesRepresentative | null;
+    earliestOpenTask: SalesActivity | null;
+    queue: LeadWorkQueueProjection;
+}
+export interface AssignLeadInput {
+    leadId: string;
+    ownerRepId: string;
+    actorProfileId: string;
+    now?: Date;
+}
+export interface AssignLeadResult {
+    lead: Lead;
+    /** `false` when the active representative already owned the Lead. */
+    changed: boolean;
+}
+export interface StartWorkingInput {
+    leadId: string;
+    actorProfileId: string;
+    now?: Date;
+}
+export interface DisqualifyLeadInput {
+    leadId: string;
+    actorProfileId: string;
+    reason: string;
+    now?: Date;
+}
+export interface RecordLeadActivityInput {
+    leadId: string;
+    actorProfileId: string;
+    activityKind: LeadHumanActivityKind;
+    summary: string;
+    metadata?: Record<string, unknown>;
+    now?: Date;
+}
+export interface ScheduleLeadNextActionInput {
+    leadId: string;
+    actorProfileId: string;
+    summary: string;
+    dueAt: Date;
+    metadata?: Record<string, unknown>;
+    now?: Date;
+}
+export interface CompleteLeadNextActionInput {
+    leadId: string;
+    taskId: string;
+    actorProfileId: string;
+    now?: Date;
+}
+export interface CompleteLeadNextActionResult {
+    task: SalesActivity;
+    /** `false` for a compatible exact replay after the task was completed. */
+    completed: boolean;
+}
+export interface GetLeadWorkStateInput {
+    leadId: string;
+    now?: Date;
+    timeZone?: string;
+}
+/** Stable machine-readable refusal reasons for workflow callers. */
+export type LeadWorkflowValidationReason = 'tenant_context_required' | 'transaction_unavailable' | 'lead_unavailable' | 'representative_unavailable' | 'representative_inactive' | 'lead_not_actionable' | 'invalid_transition' | 'reason_required' | 'reason_too_long' | 'summary_required' | 'summary_too_long' | 'invalid_activity_kind' | 'invalid_metadata' | 'invalid_due_at' | 'task_unavailable' | 'task_not_open' | 'completion_replay_conflict';
+/** Workflow validation error that never reveals cross-tenant row existence. */
+export declare class LeadWorkflowValidationError extends Error {
+    readonly reason: LeadWorkflowValidationReason;
+    readonly code: "LEAD_WORKFLOW_VALIDATION_ERROR";
+    constructor(reason: LeadWorkflowValidationReason, message: string);
+}
+/**
+ * Reusable Lead follow-up service. Every mutation is one transaction that
+ * locks the target lead (and task when completing), applies the guarded model
+ * transition, and appends its immutable audit record before commit.
+ */
+export declare class LeadWorkflowService {
+    private readonly deps;
+    private constructor();
+    static create(options?: SmrtClassOptions): Promise<LeadWorkflowService>;
+    /** Assign or reassign an active representative, with one audit row per change. */
+    assignLead(input: AssignLeadInput): Promise<AssignLeadResult>;
+    /** Start a new Lead or reopen a disqualified Lead for active follow-up. */
+    startWorking(input: StartWorkingInput): Promise<Lead>;
+    /** Disqualify a new or working Lead with a required bounded rationale. */
+    disqualifyLead(input: DisqualifyLeadInput): Promise<Lead>;
+    /** Append one immutable human note, call, email, or meeting to an active Lead. */
+    recordActivity(input: RecordLeadActivityInput): Promise<SalesActivity>;
+    /** Schedule one open `task` activity for an active Lead. */
+    scheduleNextAction(input: ScheduleLeadNextActionInput): Promise<SalesActivity>;
+    /**
+     * Complete one open lead task exactly once. The task is locked with its Lead
+     * so concurrent callers serialize; a compatible retry returns the completed
+     * task without adding a second immutable completion event.
+     */
+    completeNextAction(input: CompleteLeadNextActionInput): Promise<CompleteLeadNextActionResult>;
+    /** Return a deterministic chronological activity trail across merged Lead history. */
+    getLeadTimeline(leadId: string): Promise<SalesActivity[]>;
+    /** Return the Lead, its visible owner, earliest open task, and queue projection. */
+    getLeadWorkState(input: GetLeadWorkStateInput): Promise<LeadWorkState>;
+    private runMutation;
+    /** PostgreSQL gets a row lock; other adapters are serialized by runMutation. */
+    private lockLead;
+    private lockLeadTask;
+    private readLead;
+    private assertActiveFollowUpLead;
+    private appendAudit;
+    private findTaskCompletionAudit;
+    private requireActiveTenant;
+    private canonicalMetadata;
+    private requireBoundedText;
+    private requireIdentifier;
+    private requireValidDate;
+    private requireLeadId;
+    private requireActivityId;
+    private now;
+    private supportsRowLocks;
+    private refusal;
+}
+export default LeadWorkflowService;
+//# sourceMappingURL=LeadWorkflowService.d.ts.map

package/dist/crm/services/LeadWorkflowService.d.ts.map

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

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-DJEOUcaR.js";
-import { S as Lead, _ as SalesActivityCollection, a as LeadCollection, b as PipelineStage, c as DEFAULT_PIPELINE_STAGES, d as PIPELINE_STATUSES, f as SALES_ACTIVITY_KINDS, g as OpportunityCollection, h as PipelineDefinition, i as OpportunityConversion, l as LEAD_STATUSES, m as SALES_REPRESENTATIVE_STATUSES, n as SalesRepresentative, o as PipelineDefinitionCollection, p as SALES_ACTIVITY_SUBJECT_KINDS, r as OpportunityConversionCollection, s as DEFAULT_PIPELINE_KEY, t as SalesRepresentativeCollection, u as OPPORTUNITY_STATUSES, v as SalesActivity, x as Opportunity, y as PipelineStageCollection } from "./chunks/crm-DwEz7E2r.js";
-export { DEFAULT_PIPELINE_KEY, DEFAULT_PIPELINE_STAGES, LEAD_STATUSES, Lead, LeadCollection, OPPORTUNITY_STATUSES, Opportunity, OpportunityCollection, OpportunityConversion, OpportunityConversionCollection, PIPELINE_STATUSES, PipelineDefinition, PipelineDefinitionCollection, PipelineStage, PipelineStageCollection, SALES_ACTIVITY_KINDS, SALES_ACTIVITY_SUBJECT_KINDS, SALES_REPRESENTATIVE_STATUSES, SalesActivity, SalesActivityCollection, SalesRepresentative, SalesRepresentativeCollection };
+import "./chunks/__smrt-register__-_uoH8d0A.js";
+import { C as SalesActivity, D as Lead, E as Opportunity, S as SalesActivityCollection, T as PipelineStage, _ as SALES_ACTIVITY_KINDS, a as projectLeadWorkQueue, b as PipelineDefinition, c as OpportunityConversionCollection, d as PipelineDefinitionCollection, f as DEFAULT_PIPELINE_KEY, g as PIPELINE_STATUSES, h as OPPORTUNITY_STATUSES, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as OpportunityConversion, m as LEAD_STATUSES, n as LeadWorkflowService, o as SalesRepresentativeCollection, p as DEFAULT_PIPELINE_STAGES, r as LeadWorkflowValidationError, s as SalesRepresentative, t as LEAD_HUMAN_ACTIVITY_KINDS, u as LeadCollection, v as SALES_ACTIVITY_SUBJECT_KINDS, w as PipelineStageCollection, x as OpportunityCollection, y as SALES_REPRESENTATIVE_STATUSES } from "./chunks/crm-B8XqwUBg.js";
+export { DEFAULT_PIPELINE_KEY, DEFAULT_PIPELINE_STAGES, LEAD_HUMAN_ACTIVITY_KINDS, LEAD_STATUSES, Lead, LeadCollection, LeadWorkflowService, LeadWorkflowValidationError, MAX_LEAD_WORKFLOW_TEXT_LENGTH, OPPORTUNITY_STATUSES, Opportunity, OpportunityCollection, OpportunityConversion, OpportunityConversionCollection, PIPELINE_STATUSES, PipelineDefinition, PipelineDefinitionCollection, PipelineStage, PipelineStageCollection, SALES_ACTIVITY_KINDS, SALES_ACTIVITY_SUBJECT_KINDS, SALES_REPRESENTATIVE_STATUSES, SalesActivity, SalesActivityCollection, SalesRepresentative, SalesRepresentativeCollection, projectLeadWorkQueue };

package/dist/index.js

@@ -1,6 +1,6 @@
-import "./chunks/__smrt-register__-DJEOUcaR.js";
+import "./chunks/__smrt-register__-_uoH8d0A.js";
 import { a as AgreementExecutionEvent, c as AGREEMENT_EXECUTION_STATUSES, d as sanitizeSignerIntent, i as AgreementExecutionEventCollection, l as coerceAgreementDate, n as ExecutedAgreementCollection, o as AgreementExecutionCollection, r as ExecutedAgreement, s as AgreementExecution, t as AgreementExecutionService, u as sanitizeSignerEvidence } from "./chunks/agreements-DbzW1Pcq.js";
 import { A as EARNING_EVENT_KINDS, C as COMMISSION_ADJUSTMENT_KINDS, D as COMMISSION_STATUSES, E as COMMISSION_PLAN_STATUSES, F as Commission, I as CommissionAdjustmentOperationCollection, L as CommissionAdjustmentOperation, M as CommissionPayoutCollection, N as CommissionPayout, O as EARNER_SOURCE_ATTRIBUTION_STATUSES, P as CommissionCollection, R as CommissionAdjustmentCollection, S as ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, T as COMMISSION_PAYOUT_STATUSES, _ as EarnerCollection, a as CommissionBalanceService, b as CommissionPlan, c as CommissionAdjustmentValidationError, d as centsToAmount, f as roundCents, g as EarnerSourceAttribution, h as EarnerSourceAttributionCollection, i as CommissionCalculationService, j as PAYOUT_METHODS, k as EARNER_STATUSES, l as amountToCents, m as EarningEvent, n as CommissionSettlementService, o as CommissionAdjustmentReplayConflictError, p as EarningEventCollection, r as CommissionPayoutService, s as CommissionAdjustmentService, t as EarnerAttributionService, u as calculateCommissionAmountCents, v as Earner, w as COMMISSION_BASES, x as validateCommissionPlanComponents, y as CommissionPlanCollection, z as CommissionAdjustment } from "./chunks/commissions-BAsJWmKg.js";
-import { S as Lead, _ as SalesActivityCollection, a as LeadCollection, b as PipelineStage, c as DEFAULT_PIPELINE_STAGES, d as PIPELINE_STATUSES, f as SALES_ACTIVITY_KINDS, g as OpportunityCollection, h as PipelineDefinition, i as OpportunityConversion, l as LEAD_STATUSES, m as SALES_REPRESENTATIVE_STATUSES, n as SalesRepresentative, o as PipelineDefinitionCollection, p as SALES_ACTIVITY_SUBJECT_KINDS, r as OpportunityConversionCollection, s as DEFAULT_PIPELINE_KEY, t as SalesRepresentativeCollection, u as OPPORTUNITY_STATUSES, v as SalesActivity, x as Opportunity, y as PipelineStageCollection } from "./chunks/crm-DwEz7E2r.js";
+import { C as SalesActivity, D as Lead, E as Opportunity, S as SalesActivityCollection, T as PipelineStage, _ as SALES_ACTIVITY_KINDS, a as projectLeadWorkQueue, b as PipelineDefinition, c as OpportunityConversionCollection, d as PipelineDefinitionCollection, f as DEFAULT_PIPELINE_KEY, g as PIPELINE_STATUSES, h as OPPORTUNITY_STATUSES, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as OpportunityConversion, m as LEAD_STATUSES, n as LeadWorkflowService, o as SalesRepresentativeCollection, p as DEFAULT_PIPELINE_STAGES, r as LeadWorkflowValidationError, s as SalesRepresentative, t as LEAD_HUMAN_ACTIVITY_KINDS, u as LeadCollection, v as SALES_ACTIVITY_SUBJECT_KINDS, w as PipelineStageCollection, x as OpportunityCollection, y as SALES_REPRESENTATIVE_STATUSES } from "./chunks/crm-B8XqwUBg.js";
 import { A as ReferralClickOperation, B as ATTRIBUTION_RESOLUTION_MODES, C as ReferralTouchCollection, D as ReferralCollection, E as assertHttpTargetUrl, F as validateAttributionPolicyTerms, G as REFERRAL_STATUSES, H as REFERRAL_AGREEMENT_STATUSES, I as ATTRIBUTION_CONFLICT_BEHAVIORS, J as AttributionExceptionCollection, K as REFERRAL_TOUCH_KINDS, L as ATTRIBUTION_CREDIT_MODES, M as ReferralAgreement, N as AttributionPolicyCollection, O as Referral, P as AttributionPolicy, R as ATTRIBUTION_EXCEPTION_STATUSES, S as generateReferralCode, T as ReferralLink, U as REFERRAL_LINK_STATUSES, V as REFERRAL_AGREEMENT_APPROVAL_MODES, W as REFERRAL_PROGRAM_STATUSES, Y as AttributionException, _ as REFERRAL_CODE_ALPHABET, a as ReferralAgreementExecutionService, b as ReferralClickValidationError, c as ReferrerCollection, d as ReferralTermSnapshot, f as ReferralProgramCollection, g as MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, h as MAX_CODE_GENERATION_ATTEMPTS, i as REFERRAL_AGREEMENT_SOURCE_KIND, j as ReferralAgreementCollection, k as ReferralClickOperationCollection, l as Referrer, m as DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, n as REFERRAL_TERMS_SNAPSHOT_KIND, o as AttributionService, p as ReferralProgram, q as REFERRER_STATUSES, r as ReferralCommissionService, s as QualifiedReferralOverrideError, t as ReferralQualificationService, u as ReferralTermSnapshotCollection, v as REFERRAL_CODE_LENGTH, w as ReferralTouch, x as ReferralLinkCollection, y as ReferralClickReplayConflictError, z as ATTRIBUTION_POLICY_STATUSES } from "./chunks/referrals-BzTlbjJH.js";
-export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, AGREEMENT_EXECUTION_STATUSES, ATTRIBUTION_CONFLICT_BEHAVIORS, ATTRIBUTION_CREDIT_MODES, ATTRIBUTION_EXCEPTION_STATUSES, ATTRIBUTION_POLICY_STATUSES, ATTRIBUTION_RESOLUTION_MODES, AgreementExecution, AgreementExecutionCollection, AgreementExecutionEvent, AgreementExecutionEventCollection, AgreementExecutionService, AttributionException, AttributionExceptionCollection, AttributionPolicy, AttributionPolicyCollection, AttributionService, COMMISSION_ADJUSTMENT_KINDS, COMMISSION_BASES, COMMISSION_PAYOUT_STATUSES, COMMISSION_PLAN_STATUSES, COMMISSION_STATUSES, Commission, CommissionAdjustment, CommissionAdjustmentCollection, CommissionAdjustmentOperation, CommissionAdjustmentOperationCollection, CommissionAdjustmentReplayConflictError, CommissionAdjustmentService, CommissionAdjustmentValidationError, CommissionBalanceService, CommissionCalculationService, CommissionCollection, CommissionPayout, CommissionPayoutCollection, CommissionPayoutService, CommissionPlan, CommissionPlanCollection, CommissionSettlementService, DEFAULT_PIPELINE_KEY, DEFAULT_PIPELINE_STAGES, DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, EARNER_SOURCE_ATTRIBUTION_STATUSES, EARNER_STATUSES, EARNING_EVENT_KINDS, Earner, EarnerAttributionService, EarnerCollection, EarnerSourceAttribution, EarnerSourceAttributionCollection, EarningEvent, EarningEventCollection, ExecutedAgreement, ExecutedAgreementCollection, LEAD_STATUSES, Lead, LeadCollection, MAX_CODE_GENERATION_ATTEMPTS, MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, OPPORTUNITY_STATUSES, Opportunity, OpportunityCollection, OpportunityConversion, OpportunityConversionCollection, PAYOUT_METHODS, PIPELINE_STATUSES, PipelineDefinition, PipelineDefinitionCollection, PipelineStage, PipelineStageCollection, QualifiedReferralOverrideError, REFERRAL_AGREEMENT_APPROVAL_MODES, REFERRAL_AGREEMENT_SOURCE_KIND, REFERRAL_AGREEMENT_STATUSES, REFERRAL_CODE_ALPHABET, REFERRAL_CODE_LENGTH, REFERRAL_LINK_STATUSES, REFERRAL_PROGRAM_STATUSES, REFERRAL_STATUSES, REFERRAL_TERMS_SNAPSHOT_KIND, REFERRAL_TOUCH_KINDS, REFERRER_STATUSES, Referral, ReferralAgreement, ReferralAgreementCollection, ReferralAgreementExecutionService, ReferralClickOperation, ReferralClickOperationCollection, ReferralClickReplayConflictError, ReferralClickValidationError, ReferralCollection, ReferralCommissionService, ReferralLink, ReferralLinkCollection, ReferralProgram, ReferralProgramCollection, ReferralQualificationService, ReferralTermSnapshot, ReferralTermSnapshotCollection, ReferralTouch, ReferralTouchCollection, Referrer, ReferrerCollection, SALES_ACTIVITY_KINDS, SALES_ACTIVITY_SUBJECT_KINDS, SALES_REPRESENTATIVE_STATUSES, SalesActivity, SalesActivityCollection, SalesRepresentative, SalesRepresentativeCollection, amountToCents, assertHttpTargetUrl, calculateCommissionAmountCents, centsToAmount, coerceAgreementDate, generateReferralCode, roundCents, sanitizeSignerEvidence, sanitizeSignerIntent, validateAttributionPolicyTerms, validateCommissionPlanComponents };
+export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, AGREEMENT_EXECUTION_STATUSES, ATTRIBUTION_CONFLICT_BEHAVIORS, ATTRIBUTION_CREDIT_MODES, ATTRIBUTION_EXCEPTION_STATUSES, ATTRIBUTION_POLICY_STATUSES, ATTRIBUTION_RESOLUTION_MODES, AgreementExecution, AgreementExecutionCollection, AgreementExecutionEvent, AgreementExecutionEventCollection, AgreementExecutionService, AttributionException, AttributionExceptionCollection, AttributionPolicy, AttributionPolicyCollection, AttributionService, COMMISSION_ADJUSTMENT_KINDS, COMMISSION_BASES, COMMISSION_PAYOUT_STATUSES, COMMISSION_PLAN_STATUSES, COMMISSION_STATUSES, Commission, CommissionAdjustment, CommissionAdjustmentCollection, CommissionAdjustmentOperation, CommissionAdjustmentOperationCollection, CommissionAdjustmentReplayConflictError, CommissionAdjustmentService, CommissionAdjustmentValidationError, CommissionBalanceService, CommissionCalculationService, CommissionCollection, CommissionPayout, CommissionPayoutCollection, CommissionPayoutService, CommissionPlan, CommissionPlanCollection, CommissionSettlementService, DEFAULT_PIPELINE_KEY, DEFAULT_PIPELINE_STAGES, DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, EARNER_SOURCE_ATTRIBUTION_STATUSES, EARNER_STATUSES, EARNING_EVENT_KINDS, Earner, EarnerAttributionService, EarnerCollection, EarnerSourceAttribution, EarnerSourceAttributionCollection, EarningEvent, EarningEventCollection, ExecutedAgreement, ExecutedAgreementCollection, LEAD_HUMAN_ACTIVITY_KINDS, LEAD_STATUSES, Lead, LeadCollection, LeadWorkflowService, LeadWorkflowValidationError, MAX_CODE_GENERATION_ATTEMPTS, MAX_LEAD_WORKFLOW_TEXT_LENGTH, MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, OPPORTUNITY_STATUSES, Opportunity, OpportunityCollection, OpportunityConversion, OpportunityConversionCollection, PAYOUT_METHODS, PIPELINE_STATUSES, PipelineDefinition, PipelineDefinitionCollection, PipelineStage, PipelineStageCollection, QualifiedReferralOverrideError, REFERRAL_AGREEMENT_APPROVAL_MODES, REFERRAL_AGREEMENT_SOURCE_KIND, REFERRAL_AGREEMENT_STATUSES, REFERRAL_CODE_ALPHABET, REFERRAL_CODE_LENGTH, REFERRAL_LINK_STATUSES, REFERRAL_PROGRAM_STATUSES, REFERRAL_STATUSES, REFERRAL_TERMS_SNAPSHOT_KIND, REFERRAL_TOUCH_KINDS, REFERRER_STATUSES, Referral, ReferralAgreement, ReferralAgreementCollection, ReferralAgreementExecutionService, ReferralClickOperation, ReferralClickOperationCollection, ReferralClickReplayConflictError, ReferralClickValidationError, ReferralCollection, ReferralCommissionService, ReferralLink, ReferralLinkCollection, ReferralProgram, ReferralProgramCollection, ReferralQualificationService, ReferralTermSnapshot, ReferralTermSnapshotCollection, ReferralTouch, ReferralTouchCollection, Referrer, ReferrerCollection, SALES_ACTIVITY_KINDS, SALES_ACTIVITY_SUBJECT_KINDS, SALES_REPRESENTATIVE_STATUSES, SalesActivity, SalesActivityCollection, SalesRepresentative, SalesRepresentativeCollection, amountToCents, assertHttpTargetUrl, calculateCommissionAmountCents, centsToAmount, coerceAgreementDate, generateReferralCode, projectLeadWorkQueue, roundCents, sanitizeSignerEvidence, sanitizeSignerIntent, validateAttributionPolicyTerms, validateCommissionPlanComponents };