@happyvertical/smrt-sales 0.54.2 → 0.54.3

package/dist/smrt-knowledge.json

@@ -3,18 +3,18 @@
   "sensitiveFieldsExcluded": true,
   "generatedAt": "1970-01-01T00:00:00.000Z",
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.54.2",
+  "packageVersion": "0.54.3",
   "sourceManifestPath": "dist/manifest.json",
   "agentDocPath": "AGENTS.md",
   "sourceHashes": {
-    "manifest": "0b9d7d72d3b1825b94b88cd2ffff366669e6b3327c70d2d23e38738853850085",
-    "packageJson": "823a98a1bd482bdbd69872aff2624f1e02d45e2c8347dce4fc9ba18840d96c74",
-    "agents": "70ca45be28b73fa742d3ebebe4c7cc25b524ba3684757d7066056f707efc3b22",
+    "manifest": "88b5ddf99b6cb795a25bc8ebc6cc855692ef45fb2fca1adce14b469bd1ad4887",
+    "packageJson": "ca6b9ae36d49a8334476bda3b3168a7406c98dd162e0d8c8a0a94477f3f7f1b8",
+    "agents": "5f8df148793d29cea2d9fba8122b347028ea691302956f3885a8a086138c82f1",
     "moduleDoc:agents/agreements.md": "eb6ff147a0f60ee627d3337e8e9394d06fda955b4a4fff228537a9bd2803f886",
     "moduleDoc:agents/commissions.md": "e047024aafe5edcf072c1a6b7ea253c24cb15f2fa1beb2edd13651e735921f73",
-    "moduleDoc:agents/crm.md": "e90f813e857782bbfbd4122c9f67b61914e3ef49284a58e976a5507391851b0c",
+    "moduleDoc:agents/crm.md": "b5b8d092a29c23c838adb74855123f6d1f2589d919708e418fb753817dd2dd13",
     "moduleDoc:agents/referrals.md": "e64b64aad4b3feea08f172a18e3992539d761b5f05ac4e5107338a700c0cc4ce",
-    "moduleDoc:agents/svelte.md": "e03d8efce0a3c5571648ec16858715ccf4377c9840acca403beed4e554205164"
+    "moduleDoc:agents/svelte.md": "819f690b91cf93980f6f79e89da8d9629ca6e5c565494e3fd2ca3be7587ad6de"
   },
   "exports": [
     ".",
@@ -4684,6 +4684,7 @@
         "activitiesIncludingMerged",
         "findByOwner",
         "findByStatus",
+        "listInbox",
         "mergeLeads",
         "qualify"
       ],
@@ -4712,6 +4713,14 @@
           ],
           "returns": "Promise<Lead[]>"
         },
+        {
+          "name": "listInbox",
+          "async": true,
+          "params": [
+            "options: LeadInboxOptions"
+          ],
+          "returns": "Promise<LeadInboxResult>"
+        },
         {
           "name": "mergeLeads",
           "async": true,
@@ -4746,6 +4755,14 @@
           "path": "/leads/findByOwner",
           "method": "POST"
         },
+        {
+          "kind": "api",
+          "name": "leads.listInbox",
+          "operation": "listInbox",
+          "objectName": "@happyvertical/smrt-sales:LeadCollection",
+          "path": "/leads/listInbox",
+          "method": "POST"
+        },
         {
           "kind": "api",
           "name": "leads.qualify",
@@ -4782,6 +4799,12 @@
           "operation": "findByOwner",
           "objectName": "@happyvertical/smrt-sales:LeadCollection"
         },
+        {
+          "kind": "cli",
+          "name": "leadcollection_listInbox",
+          "operation": "listInbox",
+          "objectName": "@happyvertical/smrt-sales:LeadCollection"
+        },
         {
           "kind": "cli",
           "name": "leadcollection_qualify",
@@ -4812,6 +4835,12 @@
           "operation": "findByOwner",
           "objectName": "@happyvertical/smrt-sales:LeadCollection"
         },
+        {
+          "kind": "mcp",
+          "name": "leadcollection_listinbox",
+          "operation": "listInbox",
+          "objectName": "@happyvertical/smrt-sales:LeadCollection"
+        },
         {
           "kind": "mcp",
           "name": "leadcollection_qualify",
@@ -12128,6 +12157,14 @@
       "path": "/leads/findByOwner",
       "method": "POST"
     },
+    {
+      "kind": "api",
+      "name": "leads.listInbox",
+      "operation": "listInbox",
+      "objectName": "@happyvertical/smrt-sales:LeadCollection",
+      "path": "/leads/listInbox",
+      "method": "POST"
+    },
     {
       "kind": "api",
       "name": "leads.qualify",
@@ -12164,6 +12201,12 @@
       "operation": "findByOwner",
       "objectName": "@happyvertical/smrt-sales:LeadCollection"
     },
+    {
+      "kind": "cli",
+      "name": "leadcollection_listInbox",
+      "operation": "listInbox",
+      "objectName": "@happyvertical/smrt-sales:LeadCollection"
+    },
     {
       "kind": "cli",
       "name": "leadcollection_qualify",
@@ -12194,6 +12237,12 @@
       "operation": "findByOwner",
       "objectName": "@happyvertical/smrt-sales:LeadCollection"
     },
+    {
+      "kind": "mcp",
+      "name": "leadcollection_listinbox",
+      "operation": "listInbox",
+      "objectName": "@happyvertical/smrt-sales:LeadCollection"
+    },
     {
       "kind": "mcp",
       "name": "leadcollection_qualify",
@@ -14306,7 +14355,7 @@
     "polymorphicAssociations": 0,
     "uuidColumns": 216
   },
-  "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- **Optional same-package foreign keys use null**: execution, supersession, earning-event, and payout references that are absent persist as `null`, never `''`; their physical database constraints remain enabled when a real id is present.\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- **Optional same-package foreign keys use null**: execution, supersession, earning-event, and payout references that are absent persist as `null`, never `''`; their physical database constraints remain enabled when a real id is present.\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 validation includes interaction contracts**: intake and inbox components have runtime component tests; `typecheck` also runs `svelte-check` via `scripts/svelte-check-a11y.mjs`. Ship raw `.svelte` via `svelte-package`.\n- **Lead workflows stay generic**: call `LeadWorkflowService` for tenant-safe intake, audited follow-up, qualification, and opportunity closure with optional conversion links. The service delegates CRM lifecycles to their owning collections; hosts supply authorization and create downstream records. `LeadCreateForm`, `LeadList`, and `LeadDetail` are props/callback only. See [agents/crm.md](agents/crm.md) for dedupe, retry, and inbox contracts.\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",
@@ -14321,7 +14370,7 @@
     {
       "path": "agents/crm.md",
       "module": "crm",
-      "content": "# smrt-sales/crm\n\nPer-module semantics for `@happyvertical/smrt-sales/crm`. Package orientation, the\ncross-module invariants (currency, tenancy, cross-package refs, roles vs.\nmoney), and the Gotchas that apply before editing anything live in\n[../AGENTS.md](../AGENTS.md) — read that first.\n\n- **SalesRepresentative**: role model (`profileId`, `earnerId`, `status`).\n- **Lead**: identified prospect with owner assignment, generic acquisition source (`sourceKind`/`sourceId`), preserved `acquisitionContext` JSON, and audited merge (`mergedIntoId`; merges preserve activity + acquisition history on both sides).\n- **PipelineDefinition / PipelineStage**: configurable ordered stages with default `new → qualified → discovery → proposal → negotiation → closed_won | closed_lost` (seeded via `ensureDefaultPipeline()`); stages carry `probability` and `isWon`/`isLost` terminal flags.\n- **Opportunity**: qualified engagement — owner, pipeline + stage, `expectedValueCents`, `probability`, `expectedCloseAt`, outcome. Stage movement validated against the pipeline; terminal stages set `won|lost` status.\n- **SalesActivity**: activity/next-action trail for Leads and Opportunities (`subjectKind`/`subjectId`), also the audit trail for assignment, qualification, merges, and stage movement.\n- **LeadWorkflowService**: the required tenant-safe pre-qualification mutation seam. It transactionally locks the Lead (and completion task on PostgreSQL), accepts only active same-tenant representatives, writes assignment/status/completion audits alongside their mutations, and returns merge-aware timeline/work-state reads. It owns `new | disqualified → working`, `new | working → disqualified`, human follow-up (`note | call | email | meeting`), and task scheduling/completion; qualification and merging remain collection lifecycles.\n- **OpportunityConversion**: idempotent conversion links (`targetKind`/`targetId` — client, project, contract, subscription, …) with a composite natural key. CRM never creates downstream records itself and never mutates referral or commission state.\n\nWorkflow calls require ambient tenant context and an actor profile id. Fail closed for foreign/missing Lead, representative, and task ids without revealing their existence. Human metadata is plain JSON-object data; framework audit metadata is generated separately. Keep queue projection pure (`now`/optional timezone are injected) and do not add assignment, reminder, SLA, authorization, or conversion policy.\n"
+      "content": "# smrt-sales/crm\n\nPer-module semantics for `@happyvertical/smrt-sales/crm`. Package orientation, the\ncross-module invariants (currency, tenancy, cross-package refs, roles vs.\nmoney), and the Gotchas that apply before editing anything live in\n[../AGENTS.md](../AGENTS.md) — read that first.\n\n- **SalesRepresentative**: role model (`profileId`, `earnerId`, `status`).\n- **Lead**: identified prospect with owner assignment, generic acquisition source (`sourceKind`/`sourceId`), preserved `acquisitionContext` JSON, and audited merge (`mergedIntoId`; merges preserve activity + acquisition history on both sides).\n- **PipelineDefinition / PipelineStage**: configurable ordered stages with default `new → qualified → discovery → proposal → negotiation → closed_won | closed_lost` (seeded via `ensureDefaultPipeline()`); stages carry `probability` and `isWon`/`isLost` terminal flags.\n- **Opportunity**: qualified engagement — owner, pipeline + stage, `expectedValueCents`, `probability`, `expectedCloseAt`, outcome. Stage movement validated against the pipeline; terminal stages set `won|lost` status.\n- **SalesActivity**: activity/next-action trail for Leads and Opportunities (`subjectKind`/`subjectId`), also the audit trail for assignment, qualification, merges, and stage movement.\n- **LeadWorkflowService**: the required tenant-safe Lead mutation seam. It transactionally locks the affected Lead/Opportunity (and completion task on PostgreSQL), accepts only active same-tenant representatives, writes actor-attributed audits alongside mutations, and returns merge-aware timeline/work-state reads. It owns validated `createLead()` intake, `new | disqualified → working`, `new | working → disqualified`, human follow-up (`note | call | email | meeting`), task scheduling/completion, delegated qualification, and terminal Opportunity closure/conversion. Merging remains a collection lifecycle.\n- **OpportunityConversion**: idempotent conversion links (`targetKind`/`targetId` — client, project, contract, subscription, …) with a composite natural key. CRM never creates downstream records itself and never mutates referral or commission state.\n\nWorkflow calls require ambient tenant context. Mutations require an actor profile\nid except `createLead()`, whose actor is optional for automated intake. Fail\nclosed for foreign/missing Lead, Opportunity, pipeline, representative, and task\nids without revealing their existence. Human metadata is plain JSON-object data;\nframework audit metadata is generated separately. Keep queue projection pure\n(`now`/optional timezone are injected) and do not add assignment, reminder, SLA,\nauthorization, or conversion policy.\n\n`createLead()` requires a name and at least one of email/phone, normalizes email,\nand supports `none | email | email_or_org` tenant-local dedupe. Active duplicates\nreturn the existing Lead and append one `inbound` activity per novel normalized\nintent; terminal matches return `{ created: false, duplicateOf }` without mutation\nso the caller must explicitly retry with `dedupe: 'none'` to create another Lead.\nCaller idempotency keys are persisted through deterministic immutable activity\nids, including when intake resolves to an existing active Lead; reusing a key\nwith changed intent is rejected. PostgreSQL uses transaction advisory/row locks,\nwhile single-connection adapters serialize the entire transaction.\n\n`qualifyLead()` delegates to `LeadCollection.qualify()` on the same transaction\nexecutor and returns whether the Opportunity was newly created. `closeOpportunity()`\nresolves the configured won/lost terminal stage, delegates stage movement, and\noptionally records a won conversion in the same transaction. Exact retries add\nno stage activity or conversion. `getLeadWorkState()` includes the canonical\nlinked Opportunity when present. Transaction-bound result models are reloaded\non the service database after commit before being returned.\n\n`LeadCollection.listInbox({ status?, ownerRepId?, unassigned?, overdue?,\nsearch?, sort?, limit, offset, now? })` requires ambient tenancy and returns\n`{ leads, items, total, statusCounts }`. `leads` are hydrated Lead rows; aligned\n`items` add the hydrated owner and earliest open Lead task as `nextAction`\nwithout per-row queries. Search trims and performs case-insensitive literal\nsubstring matching across name, contact name, email, phone, and organization.\nSort values are `created | next_action | name`, all with stable id tie-breaks;\nmissing next actions sort last. `limit` is required from 1–100 and `offset` is\nrequired and nonnegative.\n\n`total` applies every selected filter. `statusCounts` contains `all`, every Lead\nstatus, `unassigned`, and `overdue`; counts retain owner/search scope but ignore\nthe selected status/unassigned/overdue tab. Overdue means the earliest open task\nis due strictly before injected `now` (default current time).\n"
     },
     {
       "path": "agents/referrals.md",
@@ -14331,7 +14380,7 @@
     {
       "path": "agents/svelte.md",
       "module": "svelte",
-      "content": "# smrt-sales/svelte\n\nPer-module semantics for `@happyvertical/smrt-sales/svelte`. Package orientation, the\ncross-module invariants (currency, tenancy, cross-package refs, roles vs.\nmoney), and the Gotchas that apply before editing anything live in\n[../AGENTS.md](../AGENTS.md) — read that first.\n\nProps-driven presentational components (no data fetching, no model-class imports, Provider-free smrt-ui primitives, `--smrt-*` tokens only): CRM — `SalesDashboard`, `LeadList`, `LeadDetail`, `OpportunityBoard`, `OpportunityDetail`; referrer portal — `ReferralLinkManager`, `ReferralStatusList`, `ReferrerEarningsSummary`, `CommissionBreakdown` (trace-explained amounts), `PayoutHistoryList`, `ExecutedAgreementsList`; operator — `AttributionConflictQueue` (award editor + required resolution reason), `PayoutBatchReview`, `CommissionExpenseSummary` (explicitly distinct from client invoices). Monetary props stay integer cents; `format.ts` converts at render. View-model prop types are exported interfaces (never inline intersected generics in `$props()`); pure helpers (dashboard math, Lead workflow action gating, award validation mirroring the service, payout action gating) are unit-tested while components are svelte-check-gated.\n\n`LeadDetail` renders a complete host-supplied timeline and callback-only assignment, start/reopen, disqualification, human-activity, next-action, completion, and optional qualification controls. Its `busy` prop disables every mutation affordance; the host owns tenancy, authorization, service invocation, refresh, and any policy around due dates or reminders.\n"
+      "content": "# smrt-sales/svelte\n\nPer-module semantics for `@happyvertical/smrt-sales/svelte`. Package orientation, the\ncross-module invariants (currency, tenancy, cross-package refs, roles vs.\nmoney), and the Gotchas that apply before editing anything live in\n[../AGENTS.md](../AGENTS.md) — read that first.\n\nProps-driven presentational components (no data fetching, no model-class imports, Provider-free smrt-ui primitives, `--smrt-*` tokens only): CRM — `SalesDashboard`, `LeadCreateForm`, `LeadList`, `LeadDetail`, `OpportunityBoard`, `OpportunityDetail`; referrer portal — `ReferralLinkManager`, `ReferralStatusList`, `ReferrerEarningsSummary`, `CommissionBreakdown` (trace-explained amounts), `PayoutHistoryList`, `ExecutedAgreementsList`; operator — `AttributionConflictQueue` (award editor + required resolution reason), `PayoutBatchReview`, `CommissionExpenseSummary` (explicitly distinct from client invoices). Monetary props stay integer cents; `format.ts` converts at render. View-model prop types are exported interfaces (never inline intersected generics in `$props()`). Pure helpers are unit-tested and Lead intake/inbox/detail components have mounted runtime tests through `vitest.ui.config.ts`.\n\n`LeadCreateForm` validates the required name and email-or-phone contact rule, normalizes email, and emits a host-mapped `LeadCreateDraft`; source choices, duplicate results, errors, and owner choices come from the host. `LeadList` accepts controlled filter/count, sort, page, selection/link, and row-action props; the host owns inbox fetching and callback mutations. `LeadDetail` renders a complete host-supplied timeline, an optional linked-opportunity summary snippet, and callback-only assignment, start/reopen, disqualification, human-activity, next-action, completion, and qualification controls. Its `busy` prop disables every mutation affordance; the host owns tenancy, authorization, service invocation, refresh, and any policy around due dates or reminders.\n"
     }
   ]
 }

package/dist/svelte/components/LeadCreateForm.svelte

@@ -0,0 +1,146 @@
+<script lang="ts">
+/**
+ * LeadCreateForm — host-driven manual Lead intake surface.
+ *
+ * The host supplies source and owner choices, handles persistence and dedupe,
+ * and reports any duplicate or service error back through props.
+ */
+import { Form, FormGroup, Input, Select } from '@happyvertical/smrt-ui/forms';
+import { Button } from '@happyvertical/smrt-ui/ui';
+import type {
+  LeadCreateDraft,
+  LeadListItemView,
+  LeadSourceOptionView,
+  SalesRepOptionView,
+} from '../types.js';
+
+/** Props for {@link LeadCreateForm}. */
+export interface Props {
+  /** Representatives available for initial assignment. */
+  reps?: SalesRepOptionView[];
+  /** Open-string acquisition source choices supplied by the host. */
+  sourceOptions?: LeadSourceOptionView[];
+  /** Disable submission and editing during a host mutation. */
+  busy?: boolean;
+  /** Host-reported create failure. */
+  error?: string;
+  /** Possible duplicate returned by host dedupe. */
+  duplicate?: LeadListItemView;
+  /** Create a lead using the validated form draft. */
+  onSubmit?: (draft: LeadCreateDraft) => void;
+  /** Cancel intake. */
+  onCancel?: () => void;
+}
+
+let {
+  reps = [],
+  sourceOptions = [],
+  busy = false,
+  error,
+  duplicate,
+  onSubmit,
+  onCancel,
+}: Props = $props();
+
+let name = $state('');
+let email = $state('');
+let contactName = $state('');
+let phone = $state('');
+let organizationName = $state('');
+let sourceKind = $state('');
+let sourceId = $state('');
+let ownerRepId = $state('');
+let validationError = $state('');
+
+const validEmail = (value: string) => /^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(value);
+
+function submit() {
+  if (busy) return;
+  const normalizedName = name.trim();
+  const normalizedEmail = email.trim().toLowerCase();
+  if (!normalizedName) {
+    validationError = 'Name is required.';
+    return;
+  }
+  if (!normalizedEmail && !phone.trim()) {
+    validationError = 'Enter an email address or phone number.';
+    return;
+  }
+  if (normalizedEmail && !validEmail(normalizedEmail)) {
+    validationError = 'Enter a valid email address.';
+    return;
+  }
+  validationError = '';
+  onSubmit?.({
+    name: normalizedName,
+    email: normalizedEmail || undefined,
+    contactName: contactName.trim() || undefined,
+    phone: phone.trim() || undefined,
+    organizationName: organizationName.trim() || undefined,
+    sourceKind: sourceKind || sourceOptions[0]?.value || 'manual',
+    sourceId: sourceId.trim() || undefined,
+    ownerRepId: ownerRepId || undefined,
+  });
+}
+</script>
+
+<section class="sales-lead-create" aria-label="Create lead">
+  <Form class="sales-lead-create__form" onsubmit={submit}>
+    <FormGroup label="Lead name" required>
+      <Input value={name} required disabled={busy} oninput={(event) => (name = event.currentTarget.value)} />
+    </FormGroup>
+    <FormGroup label="Email">
+      <Input type="email" value={email} disabled={busy} oninput={(event) => (email = event.currentTarget.value)} />
+    </FormGroup>
+    <FormGroup label="Phone">
+      <Input type="tel" value={phone} disabled={busy} oninput={(event) => (phone = event.currentTarget.value)} />
+    </FormGroup>
+    <FormGroup label="Contact name">
+      <Input value={contactName} disabled={busy} oninput={(event) => (contactName = event.currentTarget.value)} />
+    </FormGroup>
+    <FormGroup label="Organization">
+      <Input value={organizationName} disabled={busy} oninput={(event) => (organizationName = event.currentTarget.value)} />
+    </FormGroup>
+    {#if sourceOptions.length > 0}
+      <FormGroup label="Source">
+        <Select value={sourceKind || sourceOptions[0].value} disabled={busy} onchange={(event) => (sourceKind = event.currentTarget.value)}>
+          {#each sourceOptions as option (option.value)}
+            <option value={option.value}>{option.label}</option>
+          {/each}
+        </Select>
+      </FormGroup>
+    {/if}
+    <FormGroup label="Source reference">
+      <Input value={sourceId} disabled={busy} oninput={(event) => (sourceId = event.currentTarget.value)} />
+    </FormGroup>
+    {#if reps.length > 0}
+      <FormGroup label="Owner">
+        <Select value={ownerRepId} disabled={busy} onchange={(event) => (ownerRepId = event.currentTarget.value)}>
+          <option value="">Unassigned</option>
+          {#each reps as rep (rep.id)}
+            <option value={rep.id}>{rep.name}</option>
+          {/each}
+        </Select>
+      </FormGroup>
+    {/if}
+    {#if validationError || error}
+      <p class="sales-lead-create__error" role="alert">{validationError || error}</p>
+    {/if}
+    {#if duplicate}
+      <p class="sales-lead-create__duplicate" role="status">Possible duplicate: {duplicate.name}</p>
+    {/if}
+    <div class="sales-lead-create__actions">
+      {#if onCancel}
+        <Button type="button" variant="secondary" disabled={busy} onclick={() => onCancel?.()}>Cancel</Button>
+      {/if}
+      <Button type="submit" variant="primary" disabled={busy}>Create lead</Button>
+    </div>
+  </Form>
+</section>
+
+<style>
+  :global(.sales-lead-create__form) { display: grid; gap: var(--smrt-spacing-3, 0.75rem); }
+  .sales-lead-create__actions { display: flex; justify-content: flex-end; gap: var(--smrt-spacing-2, 0.5rem); }
+  .sales-lead-create__error { color: var(--smrt-color-error, #dc2626); margin: 0; }
+  .sales-lead-create__duplicate { color: var(--smrt-color-warning, #a16207); margin: 0; }
+</style>

package/dist/svelte/components/LeadCreateForm.svelte.d.ts

@@ -0,0 +1,22 @@
+import type { LeadCreateDraft, LeadListItemView, LeadSourceOptionView, SalesRepOptionView } from '../types.js';
+/** Props for {@link LeadCreateForm}. */
+export interface Props {
+    /** Representatives available for initial assignment. */
+    reps?: SalesRepOptionView[];
+    /** Open-string acquisition source choices supplied by the host. */
+    sourceOptions?: LeadSourceOptionView[];
+    /** Disable submission and editing during a host mutation. */
+    busy?: boolean;
+    /** Host-reported create failure. */
+    error?: string;
+    /** Possible duplicate returned by host dedupe. */
+    duplicate?: LeadListItemView;
+    /** Create a lead using the validated form draft. */
+    onSubmit?: (draft: LeadCreateDraft) => void;
+    /** Cancel intake. */
+    onCancel?: () => void;
+}
+declare const LeadCreateForm: import("svelte").Component<Props, {}, "">;
+type LeadCreateForm = ReturnType<typeof LeadCreateForm>;
+export default LeadCreateForm;
+//# sourceMappingURL=LeadCreateForm.svelte.d.ts.map

package/dist/svelte/components/LeadCreateForm.svelte.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"LeadCreateForm.svelte.d.ts","sourceRoot":"","sources":["../../../src/svelte/components/LeadCreateForm.svelte.ts"],"names":[],"mappings":"AAWA,OAAO,KAAK,EACV,eAAe,EACf,gBAAgB,EAChB,oBAAoB,EACpB,kBAAkB,EACnB,MAAM,aAAa,CAAC;AAGrB,wCAAwC;AACxC,MAAM,WAAW,KAAK;IACpB,wDAAwD;IACxD,IAAI,CAAC,EAAE,kBAAkB,EAAE,CAAC;IAC5B,mEAAmE;IACnE,aAAa,CAAC,EAAE,oBAAoB,EAAE,CAAC;IACvC,6DAA6D;IAC7D,IAAI,CAAC,EAAE,OAAO,CAAC;IACf,oCAAoC;IACpC,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,kDAAkD;IAClD,SAAS,CAAC,EAAE,gBAAgB,CAAC;IAC7B,oDAAoD;IACpD,QAAQ,CAAC,EAAE,CAAC,KAAK,EAAE,eAAe,KAAK,IAAI,CAAC;IAC5C,qBAAqB;IACrB,QAAQ,CAAC,EAAE,MAAM,IAAI,CAAC;CACvB;AAsHD,QAAA,MAAM,cAAc,2CAAwC,CAAC;AAC7D,KAAK,cAAc,GAAG,UAAU,CAAC,OAAO,cAAc,CAAC,CAAC;AACxD,eAAe,cAAc,CAAC"}

package/dist/svelte/components/LeadDetail.svelte

@@ -15,10 +15,12 @@ import {
   Textarea,
 } from '@happyvertical/smrt-ui/forms';
 import { Badge, Button } from '@happyvertical/smrt-ui/ui';
+import type { Snippet } from 'svelte';
 import { formatDate } from '../format.js';
 import type {
   LeadDetailView,
   LeadHumanActivityDraft,
+  LeadLinkedOpportunityView,
   LeadNextActionDraft,
   SalesActivityView,
   SalesRepOptionView,
@@ -54,6 +56,10 @@ export interface Props {
   onCompleteNextAction?: (leadId: string, taskId: string) => void;
   /** Delegate qualification to the host's existing LeadCollection lifecycle. */
   onQualify?: (leadId: string) => void;
+  /** Linked opportunity supplied by the host for qualified leads. */
+  opportunity?: LeadLinkedOpportunityView;
+  /** Optional host-rendered linked-opportunity summary. */
+  opportunitySummary?: Snippet<[LeadLinkedOpportunityView]>;
 }
 
 let {
@@ -69,6 +75,8 @@ let {
   onScheduleNextAction,
   onCompleteNextAction,
   onQualify,
+  opportunity,
+  opportunitySummary,
 }: Props = $props();
 
 const actions = $derived(leadWorkflowActionsFor(lead.status));
@@ -166,6 +174,23 @@ function isOpenTask(activity: SalesActivityView): boolean {
     <p class="merged-note">This lead was merged into <code>{lead.mergedIntoId}</code>.</p>
   {/if}
 
+  {#if opportunity}
+    <section class="linked-opportunity" aria-label="Linked opportunity">
+      {#if opportunitySummary}
+        {@render opportunitySummary(opportunity)}
+      {:else}
+        <h3>Opportunity</h3>
+        {#if opportunity.href}
+          <a href={opportunity.href}>{opportunity.name}</a>
+        {:else}
+          <span>{opportunity.name}</span>
+        {/if}
+        <Badge variant={opportunity.status === 'won' ? 'success' : opportunity.status === 'lost' ? 'error' : 'default'} size="sm">{opportunity.status}</Badge>
+        {#if opportunity.stageName}<span class="secondary">{opportunity.stageName}</span>{/if}
+      {/if}
+    </section>
+  {/if}
+
   {#if actions.canAssign || actions.canStartWorking || actions.canDisqualify || actions.canQualify}
     <section class="controls" aria-label="Lead workflow actions">
       {#if actions.canAssign && onAssign && reps.length > 0}
@@ -407,6 +432,9 @@ function isOpenTask(activity: SalesActivityView): boolean {
     overflow-wrap: anywhere;
   }
 
+  .linked-opportunity { display: flex; flex-wrap: wrap; align-items: center; gap: var(--smrt-spacing-2, 0.5rem); padding: var(--smrt-spacing-3, 0.75rem); border: 1px solid var(--smrt-color-outline-variant, #d8dde6); border-radius: var(--smrt-radius-md, 0.5rem); }
+  .linked-opportunity h3 { flex-basis: 100%; font-size: var(--smrt-typography-title-small-size, 1rem); }
+
   .controls,
   .sales-lead-detail :global(.composer__form) {
     display: flex;

package/dist/svelte/components/LeadDetail.svelte.d.ts

@@ -1,4 +1,5 @@
-import type { LeadDetailView, LeadHumanActivityDraft, LeadNextActionDraft, SalesActivityView, SalesRepOptionView } from '../types.js';
+import type { Snippet } from 'svelte';
+import type { LeadDetailView, LeadHumanActivityDraft, LeadLinkedOpportunityView, LeadNextActionDraft, SalesActivityView, SalesRepOptionView } from '../types.js';
 export interface Props {
     /** Lead header and contact data. */
     lead: LeadDetailView;
@@ -24,6 +25,10 @@ export interface Props {
     onCompleteNextAction?: (leadId: string, taskId: string) => void;
     /** Delegate qualification to the host's existing LeadCollection lifecycle. */
     onQualify?: (leadId: string) => void;
+    /** Linked opportunity supplied by the host for qualified leads. */
+    opportunity?: LeadLinkedOpportunityView;
+    /** Optional host-rendered linked-opportunity summary. */
+    opportunitySummary?: Snippet<[LeadLinkedOpportunityView]>;
 }
 declare const LeadDetail: import("svelte").Component<Props, {}, "">;
 type LeadDetail = ReturnType<typeof LeadDetail>;

package/dist/svelte/components/LeadDetail.svelte.d.ts.map

@@ -1 +1 @@
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