@happyvertical/smrt-sales 0.54.2 → 0.54.3

package/dist/commissions.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-RRPKjeCe.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-BlJpPXFC.js";
+import "./chunks/__smrt-register__-12v_iN-t.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-Cs4MsxVg.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/collections/LeadCollection.d.ts

@@ -7,22 +7,42 @@ import { SmrtCollection } from '@happyvertical/smrt-core';
 import { Lead } from '../models/Lead.js';
 import type { Opportunity } from '../models/Opportunity.js';
 import type { SalesActivity } from '../models/SalesActivity.js';
+import { type LeadInboxOptions, type LeadInboxResult } from '../services/lead-inbox.js';
 import type { LeadStatus, MergeLeadsParams, MergeLeadsResult, QualifyLeadParams } from '../types.js';
 export declare class LeadCollection extends SmrtCollection<Lead> {
     static readonly _itemClass: typeof Lead;
     private opportunityCollectionPromise;
     private pipelineCollectionPromise;
     private activityCollectionPromise;
+    private representativeCollectionPromise;
     /** Sibling opportunity collection sharing this collection's DB connection. */
     private getOpportunityCollection;
     /** Sibling pipeline collection sharing this collection's DB connection. */
     private getPipelineCollection;
     /** Sibling activity collection sharing this collection's DB connection. */
     private getActivityCollection;
+    /** Sibling representative collection sharing this collection's DB connection. */
+    private getRepresentativeCollection;
     /** Leads in a given lifecycle status, newest first. */
     findByStatus(status: LeadStatus): Promise<Lead[]>;
     /** Leads owned by a given sales rep, newest first. */
     findByOwner(ownerRepId: string): Promise<Lead[]>;
+    /**
+     * Return one tenant's Lead inbox with exact pagination and tab counts.
+     *
+     * `total` applies every requested filter. `statusCounts` applies the same
+     * owner and search scope, but deliberately ignores status/unassigned/overdue
+     * so a host can switch tabs without issuing a second request. Search is a
+     * trimmed, case-insensitive literal substring across name, contact name,
+     * email, phone, and organization. `next_action` sorts the earliest open task
+     * first and places Leads without an open task last. Every order has an id
+     * tie-breaker, so offset pages remain stable while the underlying data does.
+     *
+     * The read performs a constant number of queries: page, counts, earliest
+     * open tasks, and owners. It requires ambient tenancy and applies an explicit
+     * tenant predicate to both Lead and activity SQL.
+     */
+    listInbox(options: LeadInboxOptions): Promise<LeadInboxResult>;
     /**
      * Qualify a lead into an Opportunity.
      *

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

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

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

@@ -1 +1 @@
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package/dist/crm/index.d.ts

@@ -23,7 +23,8 @@ export { PipelineDefinition } from './models/PipelineDefinition.js';
 export { PipelineStage } from './models/PipelineStage.js';
 export { SalesActivity } from './models/SalesActivity.js';
 export { SalesRepresentative } from './models/SalesRepresentative.js';
-export type { AssignLeadInput, AssignLeadResult, CompleteLeadNextActionInput, CompleteLeadNextActionResult, DisqualifyLeadInput, GetLeadWorkStateInput, LeadHumanActivityKind, LeadWorkflowValidationReason, LeadWorkQueueInput, LeadWorkQueueProjection, LeadWorkQueueState, LeadWorkState, RecordLeadActivityInput, ScheduleLeadNextActionInput, StartWorkingInput, } from './services/LeadWorkflowService.js';
+export type { AssignLeadInput, AssignLeadResult, CloseOpportunityInput, CloseOpportunityResult, CompleteLeadNextActionInput, CompleteLeadNextActionResult, CreateLeadInput, CreateLeadResult, DisqualifyLeadInput, GetLeadWorkStateInput, LeadDedupePolicy, LeadHumanActivityKind, LeadWorkflowValidationReason, LeadWorkQueueInput, LeadWorkQueueProjection, LeadWorkQueueState, LeadWorkState, OpportunityConversionInput, QualifyLeadInput, QualifyLeadResult, RecordLeadActivityInput, ScheduleLeadNextActionInput, StartWorkingInput, } from './services/LeadWorkflowService.js';
 export { LEAD_HUMAN_ACTIVITY_KINDS, LeadWorkflowService, LeadWorkflowValidationError, MAX_LEAD_WORKFLOW_TEXT_LENGTH, projectLeadWorkQueue, } from './services/LeadWorkflowService.js';
+export type { LeadInboxItem, LeadInboxOptions, LeadInboxResult, LeadInboxSort, LeadInboxStatusCounts, } from './services/lead-inbox.js';
 export * from './types.js';
 //# sourceMappingURL=index.d.ts.map

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

@@ -1 +1 @@
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package/dist/crm/services/LeadWorkflowService.d.ts

@@ -1,15 +1,16 @@
 /**
  * Tenant-safe, audited follow-up workflow for CRM Leads.
  *
- * The service is intentionally the narrow mutation seam for the generic
- * pre-qualification loop. It does not create opportunities, conversions, or
- * downstream records; those lifecycles remain owned by their existing CRM
- * collections and by the consuming application respectively.
+ * The service is the narrow mutation seam for generic Lead intake, follow-up,
+ * qualification, and Opportunity closure. It delegates persistence lifecycles
+ * to their owning collections and never creates downstream records.
  *
  * @packageDocumentation
  */
 import type { SmrtClassOptions } from '@happyvertical/smrt-core';
 import type { Lead } from '../models/Lead.js';
+import type { Opportunity } from '../models/Opportunity.js';
+import type { OpportunityConversion } from '../models/OpportunityConversion.js';
 import { type SalesActivity } from '../models/SalesActivity.js';
 import type { SalesRepresentative } from '../models/SalesRepresentative.js';
 import type { LeadStatus } from '../types.js';
@@ -58,8 +59,66 @@ export interface LeadWorkState {
     lead: Lead;
     owner: SalesRepresentative | null;
     earliestOpenTask: SalesActivity | null;
+    /** Canonical opportunity created from this lead, when one is visible. */
+    opportunity: Opportunity | null;
     queue: LeadWorkQueueProjection;
 }
+export type LeadDedupePolicy = 'none' | 'email' | 'email_or_org';
+export interface CreateLeadInput {
+    name: string;
+    email?: string;
+    contactName?: string;
+    phone?: string;
+    organizationName?: string;
+    sourceKind: string;
+    sourceId?: string;
+    acquisitionContext?: Record<string, unknown>;
+    ownerRepId?: string;
+    actorProfileId?: string;
+    dedupe?: LeadDedupePolicy;
+    idempotencyKey?: string;
+    now?: Date;
+}
+export interface CreateLeadResult {
+    lead: Lead;
+    created: boolean;
+    /** A terminal possible duplicate that requires an explicit caller decision. */
+    duplicateOf?: Lead;
+}
+export interface QualifyLeadInput {
+    leadId: string;
+    pipelineId?: string;
+    actorProfileId: string;
+    opportunityName?: string;
+    expectedValueCents?: number;
+    currency?: string;
+    expectedCloseAt?: Date | null;
+    now?: Date;
+}
+export interface QualifyLeadResult {
+    lead: Lead;
+    opportunity: Opportunity;
+    created: boolean;
+}
+export interface OpportunityConversionInput {
+    targetKind: string;
+    targetId: string;
+    note?: string;
+}
+export interface CloseOpportunityInput {
+    opportunityId: string;
+    outcome: 'won' | 'lost';
+    actorProfileId: string;
+    reason?: string;
+    conversion?: OpportunityConversionInput;
+    now?: Date;
+}
+export interface CloseOpportunityResult {
+    opportunity: Opportunity;
+    conversion?: OpportunityConversion;
+    changed: boolean;
+    conversionCreated?: boolean;
+}
 export interface AssignLeadInput {
     leadId: string;
     ownerRepId: string;
@@ -115,7 +174,7 @@ export interface GetLeadWorkStateInput {
     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';
+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' | 'name_required' | 'contact_required' | 'invalid_email' | 'source_kind_required' | 'invalid_dedupe_policy' | 'invalid_idempotency_key' | 'idempotency_conflict' | 'pipeline_unavailable' | 'pipeline_has_no_terminal_stage' | 'opportunity_unavailable' | 'invalid_value' | 'invalid_conversion' | 'opportunity_replay_conflict';
 /** Workflow validation error that never reveals cross-tenant row existence. */
 export declare class LeadWorkflowValidationError extends Error {
     readonly reason: LeadWorkflowValidationReason;
@@ -131,6 +190,12 @@ export declare class LeadWorkflowService {
     private readonly deps;
     private constructor();
     static create(options?: SmrtClassOptions): Promise<LeadWorkflowService>;
+    /** Create or explicitly report a tenant-local duplicate Lead. */
+    createLead(input: CreateLeadInput): Promise<CreateLeadResult>;
+    /** Qualify a Lead through the collection lifecycle in one transaction. */
+    qualifyLead(input: QualifyLeadInput): Promise<QualifyLeadResult>;
+    /** Close an opportunity at its configured terminal stage and optionally link conversion. */
+    closeOpportunity(input: CloseOpportunityInput): Promise<CloseOpportunityResult>;
     /** 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. */
@@ -155,7 +220,13 @@ export declare class LeadWorkflowService {
     /** PostgreSQL gets a row lock; other adapters are serialized by runMutation. */
     private lockLead;
     private lockLeadTask;
+    private lockOpportunity;
+    private lockOperationFence;
+    private findDedupeMatches;
     private readLead;
+    private readOpportunity;
+    private readOpportunityFrom;
+    private normalizeCreateLeadInput;
     private assertActiveFollowUpLead;
     private appendAudit;
     private findTaskCompletionAudit;
@@ -166,6 +237,9 @@ export declare class LeadWorkflowService {
     private requireValidDate;
     private requireLeadId;
     private requireActivityId;
+    private requireOpportunityId;
+    private requireConversionId;
+    private requireOpenIdentifier;
     private now;
     private supportsRowLocks;
     private refusal;

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

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package/dist/crm/services/lead-inbox.d.ts

@@ -0,0 +1,54 @@
+/**
+ * Public contracts and SQL-safe option normalization for the Lead inbox.
+ * @packageDocumentation
+ */
+import type { Lead } from '../models/Lead.js';
+import type { SalesActivity } from '../models/SalesActivity.js';
+import type { SalesRepresentative } from '../models/SalesRepresentative.js';
+import { type LeadStatus } from '../types.js';
+/** Stable inbox orderings supported on every SQL adapter. */
+export type LeadInboxSort = 'created' | 'next_action' | 'name';
+/** Filters and page bounds for `LeadCollection.listInbox()`. */
+export interface LeadInboxOptions {
+    status?: LeadStatus;
+    ownerRepId?: string;
+    unassigned?: boolean;
+    overdue?: boolean;
+    search?: string;
+    sort?: LeadInboxSort;
+    limit: number;
+    offset: number;
+    /** Evaluation instant for the overdue filter/count; defaults to now. */
+    now?: Date;
+}
+/** Batched owner and next-action projection for one hydrated Lead. */
+export interface LeadInboxItem {
+    lead: Lead;
+    owner: SalesRepresentative | null;
+    nextAction: SalesActivity | null;
+}
+/** Counts used by the lifecycle and derived inbox tabs. */
+export type LeadInboxStatusCounts = Record<LeadStatus | 'all' | 'unassigned' | 'overdue', number>;
+/** A page of hydrated Leads plus its batched relationship projection. */
+export interface LeadInboxResult {
+    leads: Lead[];
+    items: LeadInboxItem[];
+    total: number;
+    statusCounts: LeadInboxStatusCounts;
+}
+export interface NormalizedLeadInboxOptions {
+    status?: LeadStatus;
+    ownerRepId?: string;
+    unassigned: boolean;
+    overdue: boolean;
+    search?: string;
+    sort: LeadInboxSort;
+    limit: number;
+    offset: number;
+    now: Date;
+}
+/** Validate caller-controlled options before they reach SQL. */
+export declare function normalizeLeadInboxOptions(options: LeadInboxOptions): NormalizedLeadInboxOptions;
+/** Empty explicit count shape, including zero-count lifecycle tabs. */
+export declare function emptyLeadInboxStatusCounts(): LeadInboxStatusCounts;
+//# sourceMappingURL=lead-inbox.d.ts.map

package/dist/crm/services/lead-inbox.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"lead-inbox.d.ts","sourceRoot":"","sources":["../../../src/crm/services/lead-inbox.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAC9C,OAAO,KAAK,EAAE,aAAa,EAAE,MAAM,4BAA4B,CAAC;AAChE,OAAO,KAAK,EAAE,mBAAmB,EAAE,MAAM,kCAAkC,CAAC;AAC5E,OAAO,EAAiB,KAAK,UAAU,EAAE,MAAM,aAAa,CAAC;AAE7D,6DAA6D;AAC7D,MAAM,MAAM,aAAa,GAAG,SAAS,GAAG,aAAa,GAAG,MAAM,CAAC;AAE/D,gEAAgE;AAChE,MAAM,WAAW,gBAAgB;IAC/B,MAAM,CAAC,EAAE,UAAU,CAAC;IACpB,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,UAAU,CAAC,EAAE,OAAO,CAAC;IACrB,OAAO,CAAC,EAAE,OAAO,CAAC;IAClB,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,IAAI,CAAC,EAAE,aAAa,CAAC;IACrB,KAAK,EAAE,MAAM,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,wEAAwE;IACxE,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,sEAAsE;AACtE,MAAM,WAAW,aAAa;IAC5B,IAAI,EAAE,IAAI,CAAC;IACX,KAAK,EAAE,mBAAmB,GAAG,IAAI,CAAC;IAClC,UAAU,EAAE,aAAa,GAAG,IAAI,CAAC;CAClC;AAED,2DAA2D;AAC3D,MAAM,MAAM,qBAAqB,GAAG,MAAM,CACxC,UAAU,GAAG,KAAK,GAAG,YAAY,GAAG,SAAS,EAC7C,MAAM,CACP,CAAC;AAEF,yEAAyE;AACzE,MAAM,WAAW,eAAe;IAC9B,KAAK,EAAE,IAAI,EAAE,CAAC;IACd,KAAK,EAAE,aAAa,EAAE,CAAC;IACvB,KAAK,EAAE,MAAM,CAAC;IACd,YAAY,EAAE,qBAAqB,CAAC;CACrC;AAED,MAAM,WAAW,0BAA0B;IACzC,MAAM,CAAC,EAAE,UAAU,CAAC;IACpB,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,UAAU,EAAE,OAAO,CAAC;IACpB,OAAO,EAAE,OAAO,CAAC;IACjB,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,IAAI,EAAE,aAAa,CAAC;IACpB,KAAK,EAAE,MAAM,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,GAAG,EAAE,IAAI,CAAC;CACX;AAID,gEAAgE;AAChE,wBAAgB,yBAAyB,CACvC,OAAO,EAAE,gBAAgB,GACxB,0BAA0B,CA6D5B;AAED,uEAAuE;AACvE,wBAAgB,0BAA0B,IAAI,qBAAqB,CAWlE"}

package/dist/crm/types.d.ts

@@ -174,6 +174,8 @@ export interface EnsureDefaultPipelineResult {
 /** Params for `LeadCollection.qualify()`. */
 export interface QualifyLeadParams {
     leadId: string;
+    /** Profile of the actor qualifying the lead, for both audit rows. */
+    actorProfileId?: string;
     /** Opportunity name; defaults to the lead's name. */
     opportunityName?: string;
     /** Target pipeline; defaults to the seeded default pipeline. */

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

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

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-RRPKjeCe.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-C2bD25yv.js";
+import "./chunks/__smrt-register__-12v_iN-t.js";
+import { C as PIPELINE_STATUSES, D as Lead, E as SALES_REPRESENTATIVE_STATUSES, S as OPPORTUNITY_STATUSES, T as SALES_ACTIVITY_SUBJECT_KINDS, _ as PipelineStage, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_STAGES, c as LeadCollection, d as PipelineDefinitionCollection, f as PipelineDefinition, g as PipelineStageCollection, h as SalesActivity, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as SalesRepresentativeCollection, m as SalesActivityCollection, n as LeadWorkflowService, o as OpportunityConversionCollection, p as OpportunityCollection, r as LeadWorkflowValidationError, s as OpportunityConversion, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentative, v as Opportunity, w as SALES_ACTIVITY_KINDS, x as LEAD_STATUSES, y as DEFAULT_PIPELINE_KEY } from "./chunks/crm-DfRKKvWV.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__-RRPKjeCe.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-CxHyIbZB.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-BlJpPXFC.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-C2bD25yv.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-BsGHbnpW.js";
+import "./chunks/__smrt-register__-12v_iN-t.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-BB_tNU0U.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-Cs4MsxVg.js";
+import { C as PIPELINE_STATUSES, D as Lead, E as SALES_REPRESENTATIVE_STATUSES, S as OPPORTUNITY_STATUSES, T as SALES_ACTIVITY_SUBJECT_KINDS, _ as PipelineStage, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_STAGES, c as LeadCollection, d as PipelineDefinitionCollection, f as PipelineDefinition, g as PipelineStageCollection, h as SalesActivity, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as SalesRepresentativeCollection, m as SalesActivityCollection, n as LeadWorkflowService, o as OpportunityConversionCollection, p as OpportunityCollection, r as LeadWorkflowValidationError, s as OpportunityConversion, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentative, v as Opportunity, w as SALES_ACTIVITY_KINDS, x as LEAD_STATUSES, y as DEFAULT_PIPELINE_KEY } from "./chunks/crm-DfRKKvWV.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-CrFDsdq-.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_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 };

package/dist/manifest.json

@@ -2,7 +2,7 @@
   "version": "1.0.0",
   "timestamp": 0,
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.54.2",
+  "packageVersion": "0.54.3",
   "objects": {
     "@happyvertical/smrt-sales:AgreementExecutionCollection": {
       "name": "agreementexecutioncollection",
@@ -7091,6 +7091,20 @@
           "isStatic": false,
           "isPublic": true
         },
+        "listInbox": {
+          "name": "listInbox",
+          "async": true,
+          "parameters": [
+            {
+              "name": "options",
+              "type": "LeadInboxOptions",
+              "optional": false
+            }
+          ],
+          "returnType": "Promise<LeadInboxResult>",
+          "isStatic": false,
+          "isPublic": true
+        },
         "qualify": {
           "name": "qualify",
           "async": true,
@@ -15708,5 +15722,6 @@
     "@happyvertical/smrt-assets",
     "@happyvertical/smrt-core",
     "@happyvertical/smrt-tenancy"
-  ]
+  ],
+  "stampsConstructors": true
 }

package/dist/referrals.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-RRPKjeCe.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-BsGHbnpW.js";
+import "./chunks/__smrt-register__-12v_iN-t.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-CrFDsdq-.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 };