@happyvertical/smrt-sales 0.41.0 → 0.42.0

package/dist/chunks/{__smrt-register__-CG-Me1hH.js.map → __smrt-register__-AYT-m9Kw.js.map}

@@ -1 +1 @@
-{"version":3,"file":"__smrt-register__-CG-Me1hH.js","names":[],"sources":["../../src/__smrt-register__.ts"],"sourcesContent":["import { ObjectRegistry } from '@happyvertical/smrt-core';\n\nObjectRegistry.registerPackageManifest(\n  new URL('./manifest.json', import.meta.url),\n);\n"],"mappings":""}
+{"version":3,"file":"__smrt-register__-AYT-m9Kw.js","names":[],"sources":["../../src/__smrt-register__.ts"],"sourcesContent":["import { ObjectRegistry } from '@happyvertical/smrt-core';\n\nObjectRegistry.registerPackageManifest(\n  new URL('./manifest.json', import.meta.url),\n);\n"],"mappings":""}

package/dist/commissions.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-CG-Me1hH.js";
+import "./chunks/__smrt-register__-AYT-m9Kw.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";
 export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, 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, EARNER_SOURCE_ATTRIBUTION_STATUSES, EARNER_STATUSES, EARNING_EVENT_KINDS, Earner, EarnerAttributionService, EarnerCollection, EarnerSourceAttribution, EarnerSourceAttributionCollection, EarningEvent, EarningEventCollection, PAYOUT_METHODS, amountToCents, calculateCommissionAmountCents, centsToAmount, roundCents, validateCommissionPlanComponents };

package/dist/crm.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-CG-Me1hH.js";
+import "./chunks/__smrt-register__-AYT-m9Kw.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

@@ -1,4 +1,4 @@
-import "./chunks/__smrt-register__-CG-Me1hH.js";
+import "./chunks/__smrt-register__-AYT-m9Kw.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 { 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";

package/dist/manifest.json

@@ -2,7 +2,7 @@
   "version": "1.0.0",
   "timestamp": 0,
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.41.0",
+  "packageVersion": "0.42.0",
   "objects": {
     "@happyvertical/smrt-sales:AgreementExecutionCollection": {
       "name": "agreementexecutioncollection",

package/dist/referrals.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-CG-Me1hH.js";
+import "./chunks/__smrt-register__-AYT-m9Kw.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 { ATTRIBUTION_CONFLICT_BEHAVIORS, ATTRIBUTION_CREDIT_MODES, ATTRIBUTION_EXCEPTION_STATUSES, ATTRIBUTION_POLICY_STATUSES, ATTRIBUTION_RESOLUTION_MODES, AttributionException, AttributionExceptionCollection, AttributionPolicy, AttributionPolicyCollection, AttributionService, DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, MAX_CODE_GENERATION_ATTEMPTS, MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, 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, assertHttpTargetUrl, generateReferralCode, validateAttributionPolicyTerms };

package/dist/smrt-knowledge.json

@@ -3,13 +3,13 @@
   "sensitiveFieldsExcluded": true,
   "generatedAt": "1970-01-01T00:00:00.000Z",
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.41.0",
+  "packageVersion": "0.42.0",
   "sourceManifestPath": "dist/manifest.json",
   "agentDocPath": "AGENTS.md",
   "sourceHashes": {
-    "manifest": "1b783376367303d218c499574a9a2b547297c2ce4440056b60ffacd19bda4145",
-    "packageJson": "ac4df134f440c2d9e81e425b492294aac2c01f15cc8e40755ec49118c0c4e822",
-    "agents": "a58ac2ed4a0d43e22110674a94d61b62b981f7aa4a576ca8f36d0b1f20a64143",
+    "manifest": "6661f40aa9e1991b965dc58c578c242f1c2ff99a9e8fb7107c687877334b890f",
+    "packageJson": "fb2e9e801ffbfaa727c491f3686b87d17c2caf267eba53d28cf206d75a5b57e0",
+    "agents": "8731bdb94c727a97b289ebd88d0d0abfc1eba249aa8dd5ddd6b89ee3c92e1ca2",
     "moduleDoc:agents/agreements.md": "eb6ff147a0f60ee627d3337e8e9394d06fda955b4a4fff228537a9bd2803f886",
     "moduleDoc:agents/commissions.md": "e047024aafe5edcf072c1a6b7ea253c24cb15f2fa1beb2edd13651e735921f73",
     "moduleDoc:agents/crm.md": "e90f813e857782bbfbd4122c9f67b61914e3ef49284a58e976a5507391851b0c",
@@ -8975,7 +8975,7 @@
     "polymorphicAssociations": 0,
     "uuidColumns": 136
   },
-  "agentDoc": "# @happyvertical/smrt-sales\n\nModular sales: provider-neutral agreement execution, CRM, referral intake, a neutral commissions financial core, and reusable Svelte surfaces. One installable package with distinct subpath exports:\n\n- `@happyvertical/smrt-sales/agreements`\n- `@happyvertical/smrt-sales/crm`\n- `@happyvertical/smrt-sales/referrals`\n- `@happyvertical/smrt-sales/commissions`\n- `@happyvertical/smrt-sales/svelte`\n\nThe root export re-exports every TS module. `agreements` depends on the provider-neutral `@happyvertical/signatures` contract and `smrt-assets`; provider credentials stay in the injected SDK adapter/secret store. `referrals` binds its versioned terms to `agreements`.\n\n## Validation\n\nRun `pnpm --filter @happyvertical/smrt-sales test` and `pnpm --filter @happyvertical/smrt-sales typecheck` for package changes. PostgreSQL-sensitive changes must also run `pnpm --filter @happyvertical/smrt-sales test:postgres`; the command uses the repository's disposable PostgreSQL harness and is registered in the PostgreSQL CI shard.\n\n## Roles vs. money\n\nReferrers and Sales Representatives are **distinct roles** and stay that way. Both connect to money through one neutral financial account:\n\n- **Earner** (commissions): payout identity — method, threshold, currency, status. Referenced by every Commission and CommissionPayout.\n- **SalesRepresentative** (crm) and **Referrer** (referrals): role models, each holding `profileId` (cross-package string ref to smrt-profiles) and `earnerId`.\n\n## Modules\n\nPer-module semantics live in sibling module docs — read the one for the module\nyou are editing. This file keeps what holds in every module.\n\n| Module | Scope | Module doc |\n|---|---|---|\n| `agreements` | verified execution evidence — private orchestration state, append-only provider events, immutable executed agreements, and the provider-neutral execution service | [agents/agreements.md](agents/agreements.md) |\n| `commissions` | the neutral financial core — earners, versioned plans, earning events, commissions, adjustments, balances, and payout settlement | [agents/commissions.md](agents/commissions.md) |\n| `crm` | leads, configurable pipelines, opportunities, tenant-safe Lead follow-up, activity trail, and idempotent conversion links | [agents/crm.md](agents/crm.md) |\n| `referrals` | referrers, programs, versioned attribution policies, links/touches, referrals, exception review, and term snapshots | [agents/referrals.md](agents/referrals.md) |\n| `svelte` | props-driven presentational surfaces for CRM, the referrer portal, and operator review | [agents/svelte.md](agents/svelte.md) |\n\n## Currency\n\n**All monetary fields are integer cents** with `*Cents` suffixes; rates are decimal (`0`–`1`). Rounding happens once per calculation step via `roundCents()` (half-away-from-zero) and every Commission stores its `calculationTrace` so amounts are reproducible. Convert at display/commerce boundaries with `centsToAmount()`/`amountToCents()`.\n\n## Tenancy\n\nBusiness/domain models are generally `@TenantScoped({ mode: 'optional' })` with `@tenantId({ nullable: true })`. This deliberately departs from legacy smrt-affiliates (which was cross-tenant by design for ad networks): sales programs, earners, and payouts are tenant-owned, while `tenantId: null` remains available for intentional global/operator-level rows. Immutable tenant-bound execution evidence (`AgreementExecution`, `AgreementExecutionEvent`, `ExecutedAgreement`) and private orchestration fences (`CommissionAdjustmentOperation`) instead use required tenancy with a non-null owner; never weaken those rows to optional tenancy.\n\n## Cross-package references (plain strings)\n\n`profileId` → smrt-profiles Profile; `invoiceId` (CommissionPayout) → smrt-commerce Invoice; agreement artifacts → smrt-assets Asset ids. No static imports of unrelated sibling domain packages.\n\n## smrt-affiliates migration\n\n`@happyvertical/smrt-affiliates` is now a deprecated compatibility package that re-exports this package's commissions core under the legacy names (`Partner` → `Earner`, `Payout` → `CommissionPayout`, `Commission`, collections, enums) with `@deprecated` guidance and **no duplicate persistence model**. The data/API mapping lives in `packages/affiliates/MIGRATION.md`.\n\n## Gotchas\n\n- **Cents vs. rates**: `*Cents` fields are INTEGER (`= 0` defaults); `rate`/`probability`/`shareFraction` are DECIMAL (`= 0.0` defaults). Don't mix the two conventions on one field.\n- **Versioned terms are rows, not edits**: CommissionPlan / AttributionPolicy / ReferralAgreement amendments insert `version + 1`; active versions are save-guarded immutable.\n- **Idempotency is dedupeKey-based**: EarningEvent, Commission, and CommissionPayout carry natural keys (`conflictColumns`) — retried ingestion/settlement upserts instead of duplicating.\n- **Adjustments never rewrite**: correcting an earned/paid Commission means appending a CommissionAdjustment, not editing the Commission.\n- **Adjustment retries use the service**: CommissionAdjustment has no public operation field and rejects an untyped `operationId` constructor option; ordinary legacy creates without one remain compatible. `CommissionAdjustmentService` transactionally claims the private operation fence with insert-on-conflict-no-op, creates the explicit mapped adjustment id only for the winner, then verifies the persisted intent; the same globally unique operation UUID cannot be reused by another tenant.\n- **Manifest objects must remain root-importable**: generated consumer registration imports every manifest-advertised model and collection from `@happyvertical/smrt-sales`. The `CommissionAdjustmentOperation` and `ReferralClickOperation` model/collection values are therefore root and owning-subpath exports for runtime loading, while their `api: false`, `mcp: false`, and `cli: false` decorators keep them off generated application surfaces. Publish-pack validation imports the actual CLI-generated register against the packed tarball.\n- **CommissionPayout, not Payout**: avoids the pre-existing global table-name collision between commerce `Payout` and legacy affiliates `Payout` (`payouts`).\n- **Table names are global**: new models were named to avoid collisions across packages (`commission_payouts`, `sales_activities`, `attribution_policies`, …).\n- **Svelte module is svelte-check-gated**: no runtime component tests; `typecheck` runs `svelte-check` via `scripts/svelte-check-a11y.mjs`. Ship raw `.svelte` via `svelte-package`.\n- **Lead follow-up stays generic**: call `LeadWorkflowService` for audited Lead assignment/status/activity/task mutations under ambient tenancy; it locks rows, rejects cross-tenant identifiers, and has no authorization, SLA, automatic-owner, reminder, website-contact, or conversion policy. `LeadDetail` is props/callback only; host applications map state and call the service.\n- **Model transition methods don't save**: `markEarned()/approve()/markPayable()/markPaid()` (Commission) and the payout transitions mutate + stamp timestamps only — callers save; the settlement/payout services do both.\n- **`reject()` alone strands rows**: the model method only flips status — always reject through `transitionPayoutForSource`, which releases the batch's membership in the same transaction; stamped rows on a rejected payout would be unsettleable forever.\n- **The payout source stamp is derived data, never authorization**: `sourceKind`/`sourceId` on CommissionPayout index the history listing; both the listing and the lifecycle service re-verify actual membership and fail closed when the stamp cannot be proven.\n- **`sweepClearing` treats `clearingEndsAt: null` as immediately sweepable** (no clearing configured ⇒ nothing to wait for).\n- **Agreement freeze scope**: activating a ReferralAgreement requires and freezes its execution/evidence refs along with its commercial terms. `effectiveTo` remains writable for explicit end-dating; signed bytes, hashes, signer evidence, and audit trail exist only on immutable ExecutedAgreement/Asset records.\n- **Circular FK pair by design**: `Referral.snapshotId ↔ ReferralTermSnapshot.referralId`. Fine on SQLite (and no cross-table DDL constraints are emitted for these string FKs); keep an eye on strict-DDL environments.\n- **Attribution resolution is single-writer per (target, program)**: `resolve()` is idempotent against PERSISTED state, but two workers resolving the same target concurrently can both pass the existence check and create duplicate credit — the collection layer has no cross-row transaction (the same stance as payout batching, which relies on disjoint scopes for concurrency). Run intake resolution serially per target (it naturally is, in a request handler); duplicates are visible in the portal and correctable via `override()`.\n- **recordClick inside your transaction participates, never nests**: a nested adapter `transaction()` takes an independent pooled connection (happyvertical/sdk#1108) — it deadlocks undetectably on locks the caller's transaction holds (PostgreSQL sees a promise-wait, not a lock-wait) and refuses caller-created uncommitted links as `unknown_code`. Pass the caller's transaction database as `RecordClickInput.transaction` or bind the collection to it (`{ db: tx, _reuseInitializedDb: true, _deferRuntimeInitialization: true }` — detected and honored automatically); a pool-level database passed as `transaction` is refused with typed reason `invalid_transaction`. Participating results are bound to the caller's transaction — carry ids across the commit boundary; the pool-bound default still self-transacts and rehydrates after commit.\n- **Click retries reuse one key**: pass the exact same non-empty, well-formed-Unicode `recordClick.idempotencyKey` (maximum 256 UTF-8 bytes) on transport/database retry. Omitting it remains source-compatible but creates and returns a one-shot UUID; it cannot deduplicate a later independent invocation. `maxEvidenceBytes` guards creation; changing it cannot turn an already-committed exact replay into failure. Replay validation is against the immutable operation/touch snapshot, not mutable current link fields: later link edits preserve exact replay, the result link is current, and the touch evidence is the original snapshot. The private optional-tenant `ReferralClickOperation` table is the serialization fence and must be included in schema migration. Never pre-bound caller evidence: Sales owns the authoritative final-envelope byte check.\n- **`ObjectRegistry.getConfig(X)` needs the class module imported** (decorator side effects) — manifest-only registration doesn't carry api/mcp/conflictColumns; tests asserting surface configs need a side-effect import of the module barrel.\n",
+  "agentDoc": "# @happyvertical/smrt-sales\n\nModular sales: provider-neutral agreement execution, CRM, referral intake, a neutral commissions financial core, and reusable Svelte surfaces. One installable package with distinct subpath exports:\n\n- `@happyvertical/smrt-sales/agreements`\n- `@happyvertical/smrt-sales/crm`\n- `@happyvertical/smrt-sales/referrals`\n- `@happyvertical/smrt-sales/commissions`\n- `@happyvertical/smrt-sales/svelte`\n\nThe root export re-exports every TS module. `agreements` depends on the provider-neutral `@happyvertical/signatures` contract and `smrt-assets`; provider credentials stay in the injected SDK adapter/secret store. `referrals` binds its versioned terms to `agreements`.\n\n## Validation\n\nRun `pnpm --filter @happyvertical/smrt-sales test` and `pnpm --filter @happyvertical/smrt-sales typecheck` for package changes. PostgreSQL-sensitive changes must also run `pnpm --filter @happyvertical/smrt-sales test:postgres`; the command uses the repository's disposable PostgreSQL harness and is registered in the PostgreSQL CI shard.\n\n## Roles vs. money\n\nReferrers and Sales Representatives are **distinct roles** and stay that way. Both connect to money through one neutral financial account:\n\n- **Earner** (commissions): payout identity — method, threshold, currency, status. Referenced by every Commission and CommissionPayout.\n- **SalesRepresentative** (crm) and **Referrer** (referrals): role models, each holding `profileId` (cross-package string ref to smrt-profiles) and `earnerId`.\n\n## Modules\n\nPer-module semantics live in sibling module docs — read the one for the module\nyou are editing. This file keeps what holds in every module.\n\n| Module | Scope | Module doc |\n|---|---|---|\n| `agreements` | verified execution evidence — private orchestration state, append-only provider events, immutable executed agreements, and the provider-neutral execution service | [agents/agreements.md](agents/agreements.md) |\n| `commissions` | the neutral financial core — earners, versioned plans, earning events, commissions, adjustments, balances, and payout settlement | [agents/commissions.md](agents/commissions.md) |\n| `crm` | leads, configurable pipelines, opportunities, tenant-safe Lead follow-up, activity trail, and idempotent conversion links | [agents/crm.md](agents/crm.md) |\n| `referrals` | referrers, programs, versioned attribution policies, links/touches, referrals, exception review, and term snapshots | [agents/referrals.md](agents/referrals.md) |\n| `svelte` | props-driven presentational surfaces for CRM, the referrer portal, and operator review | [agents/svelte.md](agents/svelte.md) |\n\n## Currency\n\n**All monetary fields are integer cents** with `*Cents` suffixes; that scale is a Sales contract, not an implicit framework currency rule. Fresh PostgreSQL/DuckDB INTEGER columns are BIGINT, while JavaScript hydration rejects values outside the safe-integer range. Rates are decimal (`0`–`1`). Rounding happens once per calculation step via `roundCents()` (half-away-from-zero) and every Commission stores its `calculationTrace` so amounts are reproducible. Convert at display/commerce boundaries with `centsToAmount()`/`amountToCents()`.\n\n## Tenancy\n\nBusiness/domain models are generally `@TenantScoped({ mode: 'optional' })` with `@tenantId({ nullable: true })`. This deliberately departs from legacy smrt-affiliates (which was cross-tenant by design for ad networks): sales programs, earners, and payouts are tenant-owned, while `tenantId: null` remains available for intentional global/operator-level rows. Immutable tenant-bound execution evidence (`AgreementExecution`, `AgreementExecutionEvent`, `ExecutedAgreement`) and private orchestration fences (`CommissionAdjustmentOperation`) instead use required tenancy with a non-null owner; never weaken those rows to optional tenancy.\n\n## Cross-package references (plain strings)\n\n`profileId` → smrt-profiles Profile; `invoiceId` (CommissionPayout) → smrt-commerce Invoice; agreement artifacts → smrt-assets Asset ids. No static imports of unrelated sibling domain packages.\n\n## smrt-affiliates migration\n\n`@happyvertical/smrt-affiliates` is now a deprecated compatibility package that re-exports this package's commissions core under the legacy names (`Partner` → `Earner`, `Payout` → `CommissionPayout`, `Commission`, collections, enums) with `@deprecated` guidance and **no duplicate persistence model**. The data/API mapping lives in `packages/affiliates/MIGRATION.md`.\n\n## Gotchas\n\n- **Cents vs. rates**: `*Cents` fields are INTEGER (`= 0` defaults); `rate`/`probability`/`shareFraction` are DECIMAL (`= 0.0` defaults). Don't mix the two conventions on one field.\n- **Versioned terms are rows, not edits**: CommissionPlan / AttributionPolicy / ReferralAgreement amendments insert `version + 1`; active versions are save-guarded immutable.\n- **Idempotency is dedupeKey-based**: EarningEvent, Commission, and CommissionPayout carry natural keys (`conflictColumns`) — retried ingestion/settlement upserts instead of duplicating.\n- **Adjustments never rewrite**: correcting an earned/paid Commission means appending a CommissionAdjustment, not editing the Commission.\n- **Adjustment retries use the service**: CommissionAdjustment has no public operation field and rejects an untyped `operationId` constructor option; ordinary legacy creates without one remain compatible. `CommissionAdjustmentService` transactionally claims the private operation fence with insert-on-conflict-no-op, creates the explicit mapped adjustment id only for the winner, then verifies the persisted intent; the same globally unique operation UUID cannot be reused by another tenant.\n- **Manifest objects must remain root-importable**: generated consumer registration imports every manifest-advertised model and collection from `@happyvertical/smrt-sales`. The `CommissionAdjustmentOperation` and `ReferralClickOperation` model/collection values are therefore root and owning-subpath exports for runtime loading, while their `api: false`, `mcp: false`, and `cli: false` decorators keep them off generated application surfaces. Publish-pack validation imports the actual CLI-generated register against the packed tarball.\n- **CommissionPayout, not Payout**: avoids the pre-existing global table-name collision between commerce `Payout` and legacy affiliates `Payout` (`payouts`).\n- **Table names are global**: new models were named to avoid collisions across packages (`commission_payouts`, `sales_activities`, `attribution_policies`, …).\n- **Svelte module is svelte-check-gated**: no runtime component tests; `typecheck` runs `svelte-check` via `scripts/svelte-check-a11y.mjs`. Ship raw `.svelte` via `svelte-package`.\n- **Lead follow-up stays generic**: call `LeadWorkflowService` for audited Lead assignment/status/activity/task mutations under ambient tenancy; it locks rows, rejects cross-tenant identifiers, and has no authorization, SLA, automatic-owner, reminder, website-contact, or conversion policy. `LeadDetail` is props/callback only; host applications map state and call the service.\n- **Model transition methods don't save**: `markEarned()/approve()/markPayable()/markPaid()` (Commission) and the payout transitions mutate + stamp timestamps only — callers save; the settlement/payout services do both.\n- **`reject()` alone strands rows**: the model method only flips status — always reject through `transitionPayoutForSource`, which releases the batch's membership in the same transaction; stamped rows on a rejected payout would be unsettleable forever.\n- **The payout source stamp is derived data, never authorization**: `sourceKind`/`sourceId` on CommissionPayout index the history listing; both the listing and the lifecycle service re-verify actual membership and fail closed when the stamp cannot be proven.\n- **`sweepClearing` treats `clearingEndsAt: null` as immediately sweepable** (no clearing configured ⇒ nothing to wait for).\n- **Agreement freeze scope**: activating a ReferralAgreement requires and freezes its execution/evidence refs along with its commercial terms. `effectiveTo` remains writable for explicit end-dating; signed bytes, hashes, signer evidence, and audit trail exist only on immutable ExecutedAgreement/Asset records.\n- **Circular FK pair by design**: `Referral.snapshotId ↔ ReferralTermSnapshot.referralId`. Fine on SQLite (and no cross-table DDL constraints are emitted for these string FKs); keep an eye on strict-DDL environments.\n- **Attribution resolution is single-writer per (target, program)**: `resolve()` is idempotent against PERSISTED state, but two workers resolving the same target concurrently can both pass the existence check and create duplicate credit — the collection layer has no cross-row transaction (the same stance as payout batching, which relies on disjoint scopes for concurrency). Run intake resolution serially per target (it naturally is, in a request handler); duplicates are visible in the portal and correctable via `override()`.\n- **recordClick inside your transaction participates, never nests**: a nested adapter `transaction()` takes an independent pooled connection (happyvertical/sdk#1108) — it deadlocks undetectably on locks the caller's transaction holds (PostgreSQL sees a promise-wait, not a lock-wait) and refuses caller-created uncommitted links as `unknown_code`. Pass the caller's transaction database as `RecordClickInput.transaction` or bind the collection to it (`{ db: tx, _reuseInitializedDb: true, _deferRuntimeInitialization: true }` — detected and honored automatically); a pool-level database passed as `transaction` is refused with typed reason `invalid_transaction`. Participating results are bound to the caller's transaction — carry ids across the commit boundary; the pool-bound default still self-transacts and rehydrates after commit.\n- **Click retries reuse one key**: pass the exact same non-empty, well-formed-Unicode `recordClick.idempotencyKey` (maximum 256 UTF-8 bytes) on transport/database retry. Omitting it remains source-compatible but creates and returns a one-shot UUID; it cannot deduplicate a later independent invocation. `maxEvidenceBytes` guards creation; changing it cannot turn an already-committed exact replay into failure. Replay validation is against the immutable operation/touch snapshot, not mutable current link fields: later link edits preserve exact replay, the result link is current, and the touch evidence is the original snapshot. The private optional-tenant `ReferralClickOperation` table is the serialization fence and must be included in schema migration. Never pre-bound caller evidence: Sales owns the authoritative final-envelope byte check.\n- **`ObjectRegistry.getConfig(X)` needs the class module imported** (decorator side effects) — manifest-only registration doesn't carry api/mcp/conflictColumns; tests asserting surface configs need a side-effect import of the module barrel.\n",
   "moduleDocs": [
     {
       "path": "agents/agreements.md",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@happyvertical/smrt-sales",
-  "version": "0.41.0",
+  "version": "0.42.0",
   "description": "Modular sales for the SMRT framework: agreement execution, CRM, referral intake, neutral commissions, and reusable Svelte surfaces",
   "type": "module",
   "main": "./dist/index.js",
@@ -43,10 +43,10 @@
   "dependencies": {
     "@happyvertical/signatures": "^0.88.0",
     "@happyvertical/sql": "^0.88.0",
-    "@happyvertical/smrt-assets": "0.41.0",
-    "@happyvertical/smrt-core": "0.41.0",
-    "@happyvertical/smrt-tenancy": "0.41.0",
-    "@happyvertical/smrt-ui": "0.41.0"
+    "@happyvertical/smrt-assets": "0.42.0",
+    "@happyvertical/smrt-core": "0.42.0",
+    "@happyvertical/smrt-tenancy": "0.42.0",
+    "@happyvertical/smrt-ui": "0.42.0"
   },
   "peerDependencies": {
     "svelte": "^5.56.4"
@@ -60,7 +60,7 @@
     "typescript": "5.9.3",
     "vite": "8.1.4",
     "vitest": "4.1.10",
-    "@happyvertical/smrt-vitest": "0.41.0"
+    "@happyvertical/smrt-vitest": "0.42.0"
   },
   "smrtRawPrimitives": "strict",
   "keywords": [