@happyvertical/smrt-sales 0.54.2 → 0.54.3

package/dist/chunks/{crm-C2bD25yv.js → crm-DfRKKvWV.js}

@@ -1,14 +1,22 @@
 import { SmrtCollection, SmrtObject, crossPackageRef, field, foreignKey, smrt } from "@happyvertical/smrt-core";
-import { TenantContextError, TenantScoped, requireTenantId, tenantId } from "@happyvertical/smrt-tenancy";
+import { TenantContextError, TenantScoped, getTenantId, requireTenantId, tenantId } from "@happyvertical/smrt-tenancy";
+import { createHash } from "node:crypto";
 //#region src/crm/models/Lead.ts
 var __defProp$6 = Object.defineProperty;
 var __getOwnPropDesc$6 = Object.getOwnPropertyDescriptor;
+var __defNormalProp$6 = (obj, key, value) => key in obj ? __defProp$6(obj, key, {
+	enumerable: true,
+	configurable: true,
+	writable: true,
+	value
+}) : obj[key] = value;
 var __decorateClass$6 = (decorators, target, key, kind) => {
 	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc$6(target, key) : target;
 	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
 	if (kind && result) __defProp$6(target, key, result);
 	return result;
 };
+var __publicField$6 = (obj, key, value) => __defNormalProp$6(obj, typeof key !== "symbol" ? key + "" : key, value);
 var LEAD_STATUS_TRANSITIONS = {
 	new: [
 		"working",
@@ -179,6 +187,7 @@ var Lead = class extends SmrtObject {
 		return loadedLeadStatus.get(this);
 	}
 };
+__publicField$6(Lead, "__smrtPackage__", "@happyvertical/smrt-sales");
 __decorateClass$6([tenantId({ nullable: true })], Lead.prototype, "tenantId", 2);
 __decorateClass$6([field({ required: true })], Lead.prototype, "name", 2);
 __decorateClass$6([crossPackageRef("@happyvertical/smrt-profiles:Profile")], Lead.prototype, "profileId", 2);
@@ -199,15 +208,137 @@ Lead = __decorateClass$6([TenantScoped({ mode: "optional" }), smrt({
 	cli: { skipApiCheck: true }
 })], Lead);
 //#endregion
+//#region src/crm/types.ts
+var SALES_REPRESENTATIVE_STATUSES = [
+	"active",
+	"inactive",
+	"suspended"
+];
+var LEAD_STATUSES = [
+	"new",
+	"working",
+	"qualified",
+	"disqualified",
+	"merged"
+];
+var PIPELINE_STATUSES = ["active", "archived"];
+var OPPORTUNITY_STATUSES = [
+	"open",
+	"won",
+	"lost"
+];
+var SALES_ACTIVITY_SUBJECT_KINDS = ["lead", "opportunity"];
+var SALES_ACTIVITY_KINDS = [
+	"note",
+	"call",
+	"email",
+	"meeting",
+	"task",
+	"assignment",
+	"qualification",
+	"stage_change",
+	"merge",
+	"status_change"
+];
+var DEFAULT_PIPELINE_KEY = "default";
+var DEFAULT_PIPELINE_STAGES = [
+	{
+		key: "new",
+		name: "New",
+		probability: .1
+	},
+	{
+		key: "qualified",
+		name: "Qualified",
+		probability: .25
+	},
+	{
+		key: "discovery",
+		name: "Discovery",
+		probability: .4
+	},
+	{
+		key: "proposal",
+		name: "Proposal",
+		probability: .6
+	},
+	{
+		key: "negotiation",
+		name: "Negotiation",
+		probability: .8
+	},
+	{
+		key: "closed_won",
+		name: "Closed Won",
+		probability: 1,
+		isWon: true
+	},
+	{
+		key: "closed_lost",
+		name: "Closed Lost",
+		probability: 0,
+		isLost: true
+	}
+];
+//#endregion
+//#region src/crm/services/lead-inbox.ts
+var INBOX_SORTS = /* @__PURE__ */ new Set([
+	"created",
+	"next_action",
+	"name"
+]);
+function normalizeLeadInboxOptions(options) {
+	if (!options || typeof options !== "object") throw new Error("LeadCollection.listInbox: options are required");
+	if (!Number.isSafeInteger(options.limit) || options.limit < 1 || options.limit > 100) throw new Error("LeadCollection.listInbox: limit must be an integer between 1 and 100");
+	if (!Number.isSafeInteger(options.offset) || options.offset < 0) throw new Error("LeadCollection.listInbox: offset must be a non-negative integer");
+	if (options.status !== void 0 && !LEAD_STATUSES.includes(options.status)) throw new Error(`LeadCollection.listInbox: unsupported status '${String(options.status)}'`);
+	const sort = options.sort ?? "created";
+	if (!INBOX_SORTS.has(sort)) throw new Error(`LeadCollection.listInbox: unsupported sort '${String(sort)}'`);
+	if (options.ownerRepId !== void 0 && (typeof options.ownerRepId !== "string" || !options.ownerRepId.trim())) throw new Error("LeadCollection.listInbox: ownerRepId must be a non-empty string");
+	if (options.search !== void 0 && typeof options.search !== "string") throw new Error("LeadCollection.listInbox: search must be a string");
+	if (options.now !== void 0 && (!(options.now instanceof Date) || !Number.isFinite(options.now.getTime()))) throw new Error("LeadCollection.listInbox: now must be a valid Date");
+	const search = options.search?.trim();
+	return {
+		...options.status ? { status: options.status } : {},
+		...options.ownerRepId?.trim() ? { ownerRepId: options.ownerRepId.trim() } : {},
+		...search ? { search } : {},
+		unassigned: options.unassigned === true,
+		overdue: options.overdue === true,
+		sort,
+		limit: options.limit,
+		offset: options.offset,
+		now: options.now ?? /* @__PURE__ */ new Date()
+	};
+}
+function emptyLeadInboxStatusCounts() {
+	return {
+		all: 0,
+		new: 0,
+		working: 0,
+		qualified: 0,
+		disqualified: 0,
+		merged: 0,
+		unassigned: 0,
+		overdue: 0
+	};
+}
+//#endregion
 //#region src/crm/models/Opportunity.ts
 var __defProp$5 = Object.defineProperty;
 var __getOwnPropDesc$5 = Object.getOwnPropertyDescriptor;
+var __defNormalProp$5 = (obj, key, value) => key in obj ? __defProp$5(obj, key, {
+	enumerable: true,
+	configurable: true,
+	writable: true,
+	value
+}) : obj[key] = value;
 var __decorateClass$5 = (decorators, target, key, kind) => {
 	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc$5(target, key) : target;
 	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
 	if (kind && result) __defProp$5(target, key, result);
 	return result;
 };
+var __publicField$5 = (obj, key, value) => __defNormalProp$5(obj, typeof key !== "symbol" ? key + "" : key, value);
 var OPPORTUNITY_STATUS_TRANSITIONS = {
 	open: ["won", "lost"],
 	won: [],
@@ -343,6 +474,7 @@ var Opportunity = class extends SmrtObject {
 		return loadedOpportunityStatus.get(this);
 	}
 };
+__publicField$5(Opportunity, "__smrtPackage__", "@happyvertical/smrt-sales");
 __decorateClass$5([tenantId({ nullable: true })], Opportunity.prototype, "tenantId", 2);
 __decorateClass$5([field({ required: true })], Opportunity.prototype, "name", 2);
 __decorateClass$5([foreignKey("Lead")], Opportunity.prototype, "leadId", 2);
@@ -363,12 +495,19 @@ Opportunity = __decorateClass$5([TenantScoped({ mode: "optional" }), smrt({
 //#region src/crm/models/PipelineStage.ts
 var __defProp$4 = Object.defineProperty;
 var __getOwnPropDesc$4 = Object.getOwnPropertyDescriptor;
+var __defNormalProp$4 = (obj, key, value) => key in obj ? __defProp$4(obj, key, {
+	enumerable: true,
+	configurable: true,
+	writable: true,
+	value
+}) : obj[key] = value;
 var __decorateClass$4 = (decorators, target, key, kind) => {
 	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc$4(target, key) : target;
 	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
 	if (kind && result) __defProp$4(target, key, result);
 	return result;
 };
+var __publicField$4 = (obj, key, value) => __defNormalProp$4(obj, typeof key !== "symbol" ? key + "" : key, value);
 var PipelineStage = class extends SmrtObject {
 	tenantId = null;
 	pipelineId = "";
@@ -422,6 +561,7 @@ var PipelineStage = class extends SmrtObject {
 		this.metadata = JSON.stringify(metadata);
 	}
 };
+__publicField$4(PipelineStage, "__smrtPackage__", "@happyvertical/smrt-sales");
 __decorateClass$4([tenantId({ nullable: true })], PipelineStage.prototype, "tenantId", 2);
 __decorateClass$4([foreignKey("PipelineDefinition", { required: true })], PipelineStage.prototype, "pipelineId", 2);
 __decorateClass$4([field({ required: true })], PipelineStage.prototype, "key", 2);
@@ -473,12 +613,19 @@ var PipelineStageCollection = class extends SmrtCollection {
 //#region src/crm/models/SalesActivity.ts
 var __defProp$3 = Object.defineProperty;
 var __getOwnPropDesc$3 = Object.getOwnPropertyDescriptor;
+var __defNormalProp$3 = (obj, key, value) => key in obj ? __defProp$3(obj, key, {
+	enumerable: true,
+	configurable: true,
+	writable: true,
+	value
+}) : obj[key] = value;
 var __decorateClass$3 = (decorators, target, key, kind) => {
 	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc$3(target, key) : target;
 	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
 	if (kind && result) __defProp$3(target, key, result);
 	return result;
 };
+var __publicField$3 = (obj, key, value) => __defNormalProp$3(obj, typeof key !== "symbol" ? key + "" : key, value);
 var workflowCompletionPermits = /* @__PURE__ */ new WeakSet();
 function permitSalesActivityWorkflowCompletion(activity) {
 	workflowCompletionPermits.add(activity);
@@ -573,6 +720,7 @@ var SalesActivity = class extends SmrtObject {
 		}
 	}
 };
+__publicField$3(SalesActivity, "__smrtPackage__", "@happyvertical/smrt-sales");
 __decorateClass$3([tenantId({ nullable: true })], SalesActivity.prototype, "tenantId", 2);
 __decorateClass$3([field({ required: true })], SalesActivity.prototype, "subjectId", 2);
 __decorateClass$3([crossPackageRef("@happyvertical/smrt-profiles:Profile")], SalesActivity.prototype, "actorProfileId", 2);
@@ -639,12 +787,20 @@ var OpportunityCollection = class extends SmrtCollection {
 	activityCollectionPromise = null;
 	/** Sibling stage collection sharing this collection's DB connection. */
 	async getStageCollection() {
-		if (!this.stageCollectionPromise) this.stageCollectionPromise = PipelineStageCollection.create({ db: this.db });
+		if (!this.stageCollectionPromise) this.stageCollectionPromise = PipelineStageCollection.create({
+			db: this.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		});
 		return this.stageCollectionPromise;
 	}
 	/** Sibling activity collection sharing this collection's DB connection. */
 	async getActivityCollection() {
-		if (!this.activityCollectionPromise) this.activityCollectionPromise = SalesActivityCollection.create({ db: this.db });
+		if (!this.activityCollectionPromise) this.activityCollectionPromise = SalesActivityCollection.create({
+			db: this.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		});
 		return this.activityCollectionPromise;
 	}
 	/**
@@ -732,12 +888,19 @@ var OpportunityCollection = class extends SmrtCollection {
 //#region src/crm/models/PipelineDefinition.ts
 var __defProp$2 = Object.defineProperty;
 var __getOwnPropDesc$2 = Object.getOwnPropertyDescriptor;
+var __defNormalProp$2 = (obj, key, value) => key in obj ? __defProp$2(obj, key, {
+	enumerable: true,
+	configurable: true,
+	writable: true,
+	value
+}) : obj[key] = value;
 var __decorateClass$2 = (decorators, target, key, kind) => {
 	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc$2(target, key) : target;
 	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
 	if (kind && result) __defProp$2(target, key, result);
 	return result;
 };
+var __publicField$2 = (obj, key, value) => __defNormalProp$2(obj, typeof key !== "symbol" ? key + "" : key, value);
 var PipelineDefinition = class extends SmrtObject {
 	tenantId = null;
 	key = "";
@@ -783,6 +946,7 @@ var PipelineDefinition = class extends SmrtObject {
 		this.metadata = JSON.stringify(metadata);
 	}
 };
+__publicField$2(PipelineDefinition, "__smrtPackage__", "@happyvertical/smrt-sales");
 __decorateClass$2([tenantId({ nullable: true })], PipelineDefinition.prototype, "tenantId", 2);
 __decorateClass$2([field({ required: true })], PipelineDefinition.prototype, "key", 2);
 PipelineDefinition = __decorateClass$2([TenantScoped({ mode: "optional" }), smrt({
@@ -797,79 +961,6 @@ PipelineDefinition = __decorateClass$2([TenantScoped({ mode: "optional" }), smrt
 	conflictColumns: ["tenant_id", "key"]
 })], PipelineDefinition);
 //#endregion
-//#region src/crm/types.ts
-var SALES_REPRESENTATIVE_STATUSES = [
-	"active",
-	"inactive",
-	"suspended"
-];
-var LEAD_STATUSES = [
-	"new",
-	"working",
-	"qualified",
-	"disqualified",
-	"merged"
-];
-var PIPELINE_STATUSES = ["active", "archived"];
-var OPPORTUNITY_STATUSES = [
-	"open",
-	"won",
-	"lost"
-];
-var SALES_ACTIVITY_SUBJECT_KINDS = ["lead", "opportunity"];
-var SALES_ACTIVITY_KINDS = [
-	"note",
-	"call",
-	"email",
-	"meeting",
-	"task",
-	"assignment",
-	"qualification",
-	"stage_change",
-	"merge",
-	"status_change"
-];
-var DEFAULT_PIPELINE_KEY = "default";
-var DEFAULT_PIPELINE_STAGES = [
-	{
-		key: "new",
-		name: "New",
-		probability: .1
-	},
-	{
-		key: "qualified",
-		name: "Qualified",
-		probability: .25
-	},
-	{
-		key: "discovery",
-		name: "Discovery",
-		probability: .4
-	},
-	{
-		key: "proposal",
-		name: "Proposal",
-		probability: .6
-	},
-	{
-		key: "negotiation",
-		name: "Negotiation",
-		probability: .8
-	},
-	{
-		key: "closed_won",
-		name: "Closed Won",
-		probability: 1,
-		isWon: true
-	},
-	{
-		key: "closed_lost",
-		name: "Closed Lost",
-		probability: 0,
-		isLost: true
-	}
-];
-//#endregion
 //#region src/crm/collections/PipelineDefinitionCollection.ts
 function requireId$1(value, what) {
 	if (!value) throw new Error(`PipelineDefinitionCollection: ${what} has no id`);
@@ -971,6 +1062,105 @@ var PipelineDefinitionCollection = class extends SmrtCollection {
 	}
 };
 //#endregion
+//#region src/crm/models/SalesRepresentative.ts
+var __defProp$1 = Object.defineProperty;
+var __getOwnPropDesc$1 = Object.getOwnPropertyDescriptor;
+var __defNormalProp$1 = (obj, key, value) => key in obj ? __defProp$1(obj, key, {
+	enumerable: true,
+	configurable: true,
+	writable: true,
+	value
+}) : obj[key] = value;
+var __decorateClass$1 = (decorators, target, key, kind) => {
+	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc$1(target, key) : target;
+	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
+	if (kind && result) __defProp$1(target, key, result);
+	return result;
+};
+var __publicField$1 = (obj, key, value) => __defNormalProp$1(obj, typeof key !== "symbol" ? key + "" : key, value);
+var SalesRepresentative = class extends SmrtObject {
+	tenantId = null;
+	profileId = "";
+	earnerId = "";
+	/** Role status — only `active` reps should receive new assignments. */
+	status = "active";
+	/** Job title shown on CRM surfaces (e.g. `'Account Executive'`). */
+	title = "";
+	/**
+	* Free-form JSON object stored as a string. Use
+	* {@link getMetadata}/{@link setMetadata} instead of parsing manually.
+	*/
+	metadata = "{}";
+	constructor(options = {}) {
+		super(options);
+		if (options.tenantId !== void 0) this.tenantId = options.tenantId;
+		if (options.profileId !== void 0) this.profileId = options.profileId;
+		if (options.earnerId !== void 0) this.earnerId = options.earnerId;
+		if (options.status !== void 0) this.status = options.status;
+		if (options.title !== void 0) this.title = options.title;
+		if (options.metadata !== void 0) this.metadata = options.metadata;
+	}
+	/** Whether the rep may receive new lead/opportunity assignments. */
+	isActive() {
+		return this.status === "active";
+	}
+	/** Parse the metadata JSON string; returns `{}` on malformed content. */
+	getMetadata() {
+		try {
+			const parsed = JSON.parse(this.metadata);
+			if (parsed && typeof parsed === "object" && !Array.isArray(parsed)) return parsed;
+			return {};
+		} catch {
+			return {};
+		}
+	}
+	/** Serialize and store the metadata object. */
+	setMetadata(metadata) {
+		this.metadata = JSON.stringify(metadata);
+	}
+};
+__publicField$1(SalesRepresentative, "__smrtPackage__", "@happyvertical/smrt-sales");
+__decorateClass$1([tenantId({ nullable: true })], SalesRepresentative.prototype, "tenantId", 2);
+__decorateClass$1([crossPackageRef("@happyvertical/smrt-profiles:Profile")], SalesRepresentative.prototype, "profileId", 2);
+__decorateClass$1([foreignKey("Earner")], SalesRepresentative.prototype, "earnerId", 2);
+SalesRepresentative = __decorateClass$1([TenantScoped({ mode: "optional" }), smrt({
+	api: { include: [
+		"list",
+		"get",
+		"create",
+		"update"
+	] },
+	mcp: { include: ["list", "get"] },
+	cli: { skipApiCheck: true }
+})], SalesRepresentative);
+//#endregion
+//#region src/crm/collections/SalesRepresentativeCollection.ts
+var SalesRepresentativeCollection = class extends SmrtCollection {
+	static _itemClass = SalesRepresentative;
+	/**
+	* Find rep roles held by a given profile (a profile may hold the role in
+	* several tenants/contexts).
+	*
+	* @param profileId - smrt-profiles Profile id
+	* @returns Reps for that profile, newest first
+	*/
+	async findByProfile(profileId) {
+		return await this.list({
+			where: { profileId },
+			orderBy: "created_at DESC"
+		});
+	}
+	/**
+	* Find all active reps (eligible for new lead/opportunity assignment).
+	*/
+	async findActive() {
+		return await this.list({
+			where: { status: "active" },
+			orderBy: "created_at DESC"
+		});
+	}
+};
+//#endregion
 //#region src/crm/collections/LeadCollection.ts
 var MERGE_FILL_CONTACT_FIELDS = [
 	"contactName",
@@ -987,21 +1177,43 @@ var LeadCollection = class extends SmrtCollection {
 	opportunityCollectionPromise = null;
 	pipelineCollectionPromise = null;
 	activityCollectionPromise = null;
+	representativeCollectionPromise = null;
 	/** Sibling opportunity collection sharing this collection's DB connection. */
 	async getOpportunityCollection() {
-		if (!this.opportunityCollectionPromise) this.opportunityCollectionPromise = OpportunityCollection.create({ db: this.db });
+		if (!this.opportunityCollectionPromise) this.opportunityCollectionPromise = OpportunityCollection.create({
+			db: this.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		});
 		return this.opportunityCollectionPromise;
 	}
 	/** Sibling pipeline collection sharing this collection's DB connection. */
 	async getPipelineCollection() {
-		if (!this.pipelineCollectionPromise) this.pipelineCollectionPromise = PipelineDefinitionCollection.create({ db: this.db });
+		if (!this.pipelineCollectionPromise) this.pipelineCollectionPromise = PipelineDefinitionCollection.create({
+			db: this.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		});
 		return this.pipelineCollectionPromise;
 	}
 	/** Sibling activity collection sharing this collection's DB connection. */
 	async getActivityCollection() {
-		if (!this.activityCollectionPromise) this.activityCollectionPromise = SalesActivityCollection.create({ db: this.db });
+		if (!this.activityCollectionPromise) this.activityCollectionPromise = SalesActivityCollection.create({
+			db: this.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		});
 		return this.activityCollectionPromise;
 	}
+	/** Sibling representative collection sharing this collection's DB connection. */
+	async getRepresentativeCollection() {
+		if (!this.representativeCollectionPromise) this.representativeCollectionPromise = SalesRepresentativeCollection.create({
+			db: this.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		});
+		return this.representativeCollectionPromise;
+	}
 	/** Leads in a given lifecycle status, newest first. */
 	async findByStatus(status) {
 		return await this.list({
@@ -1017,6 +1229,107 @@ var LeadCollection = class extends SmrtCollection {
 		});
 	}
 	/**
+	* 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.
+	*/
+	async listInbox(options) {
+		const tenantId = getTenantId();
+		if (!tenantId) throw new TenantContextError("LeadCollection.listInbox: an ambient tenant context is required");
+		const normalized = normalizeLeadInboxOptions(options);
+		const now = normalized.now.toISOString();
+		const readScope = await this.resolveListReadPredicate();
+		const base = buildInboxBasePredicate(normalized, tenantId, readScope);
+		const tab = buildInboxTabPredicate(normalized, now);
+		const nextActionsCte = inboxNextActionsCte();
+		const orderBy = inboxOrderBy(normalized.sort);
+		const leads = await this.query(`${nextActionsCte.sql}
+       SELECT l.*
+       FROM ${this.tableName} l
+       LEFT JOIN inbox_next_actions na ON na.subject_id = CAST(l.id AS TEXT)
+       WHERE (${base.sql}) AND (${tab.sql})
+       ORDER BY ${orderBy}
+       LIMIT ? OFFSET ?`, [
+			tenantId,
+			...base.values,
+			...tab.values,
+			normalized.limit,
+			normalized.offset
+		], { allowRawOnTenantScoped: true });
+		const visibleLeads = await readScope.finish(leads);
+		const countResult = await this.db.query(`${nextActionsCte.sql}
+       SELECT l.status,
+              COUNT(*) AS status_count,
+              SUM(CASE WHEN l.owner_rep_id IS NULL OR CAST(l.owner_rep_id AS TEXT) = '' THEN 1 ELSE 0 END) AS unassigned_count,
+              SUM(CASE WHEN na.due_at < ? THEN 1 ELSE 0 END) AS overdue_count,
+              SUM(CASE WHEN ${tab.sql} THEN 1 ELSE 0 END) AS filtered_count
+       FROM ${this.tableName} l
+       LEFT JOIN inbox_next_actions na ON na.subject_id = CAST(l.id AS TEXT)
+       WHERE ${base.sql}
+       GROUP BY l.status`, tenantId, now, ...tab.values, ...base.values);
+		const statusCounts = emptyLeadInboxStatusCounts();
+		let total = 0;
+		for (const row of countResult.rows) {
+			const status = String(row.status);
+			if (status in statusCounts && status !== "all") statusCounts[status] = toInboxCount(row.status_count);
+			statusCounts.all += toInboxCount(row.status_count);
+			statusCounts.unassigned += toInboxCount(row.unassigned_count);
+			statusCounts.overdue += toInboxCount(row.overdue_count);
+			total += toInboxCount(row.filtered_count);
+		}
+		if (visibleLeads.length === 0) return {
+			leads: visibleLeads,
+			items: [],
+			total,
+			statusCounts
+		};
+		const leadIds = visibleLeads.map((lead) => requireId(lead.id, "inbox lead"));
+		const activities = await this.getActivityCollection();
+		const idPlaceholders = leadIds.map(() => "?").join(", ");
+		const nextActions = await activities.query(`SELECT a.*
+       FROM sales_activities a
+       WHERE a.tenant_id = ?
+         AND a.subject_kind = 'lead'
+         AND a.activity_kind = 'task'
+         AND a.completed_at IS NULL
+         AND a.due_at IS NOT NULL
+         AND a.subject_id IN (${idPlaceholders})
+         AND NOT EXISTS (
+           SELECT 1 FROM sales_activities earlier
+           WHERE earlier.tenant_id = a.tenant_id
+             AND earlier.subject_kind = a.subject_kind
+             AND earlier.subject_id = a.subject_id
+             AND earlier.activity_kind = 'task'
+             AND earlier.completed_at IS NULL
+             AND earlier.due_at IS NOT NULL
+             AND (earlier.due_at < a.due_at OR (earlier.due_at = a.due_at AND earlier.id < a.id))
+         )`, [tenantId, ...leadIds], { allowRawOnTenantScoped: true });
+		const nextActionByLead = new Map(nextActions.map((activity) => [activity.subjectId, activity]));
+		const ownerIds = [...new Set(visibleLeads.map((lead) => lead.ownerRepId).filter((id) => id !== ""))];
+		const owners = ownerIds.length ? await (await this.getRepresentativeCollection()).listByIds(ownerIds) : [];
+		const ownerById = new Map(owners.map((owner) => [requireId(owner.id, "inbox owner"), owner]));
+		return {
+			leads: visibleLeads,
+			items: visibleLeads.map((lead) => ({
+				lead,
+				owner: ownerById.get(lead.ownerRepId) ?? null,
+				nextAction: nextActionByLead.get(requireId(lead.id, "inbox lead")) ?? null
+			})),
+			total,
+			statusCounts
+		};
+	}
+	/**
 	* Qualify a lead into an Opportunity.
 	*
 	* Transitions the lead to `qualified` (stamping `qualifiedAt` once) and
@@ -1086,6 +1399,7 @@ var LeadCollection = class extends SmrtCollection {
 			subjectId: leadId,
 			activityKind: "qualification",
 			summary: `Qualified into opportunity '${opportunity.name}'`,
+			actorProfileId: params.actorProfileId ?? "",
 			metadata: JSON.stringify({
 				opportunityId,
 				pipelineId: pipeline.id ?? "",
@@ -1099,6 +1413,7 @@ var LeadCollection = class extends SmrtCollection {
 			subjectId: opportunityId,
 			activityKind: "qualification",
 			summary: `Created from qualified lead '${lead.name}'`,
+			actorProfileId: params.actorProfileId ?? "",
 			metadata: JSON.stringify({
 				leadId,
 				pipelineId: pipeline.id ?? "",
@@ -1237,16 +1552,90 @@ var LeadCollection = class extends SmrtCollection {
 		});
 	}
 };
+function inboxNextActionsCte() {
+	return {
+		sql: `WITH inbox_next_actions AS (
+      SELECT subject_id, MIN(due_at) AS due_at
+      FROM sales_activities
+      WHERE tenant_id = ?
+        AND subject_kind = 'lead'
+        AND activity_kind = 'task'
+        AND completed_at IS NULL
+        AND due_at IS NOT NULL
+      GROUP BY subject_id
+    )`,
+		values: []
+	};
+}
+function buildInboxBasePredicate(options, tenantId, readScope) {
+	const clauses = ["l.tenant_id = ?", `(${readScope.sql})`];
+	const values = [tenantId, ...readScope.values];
+	if (options.ownerRepId) {
+		clauses.push("l.owner_rep_id = ?");
+		values.push(options.ownerRepId);
+	}
+	if (options.search) {
+		const match = `%${options.search.toLowerCase().replace(/[!%_]/g, "!$&")}%`;
+		clauses.push(`(
+      LOWER(COALESCE(l.name, '')) LIKE ? ESCAPE '!'
+      OR LOWER(COALESCE(l.contact_name, '')) LIKE ? ESCAPE '!'
+      OR LOWER(COALESCE(l.email, '')) LIKE ? ESCAPE '!'
+      OR LOWER(COALESCE(l.phone, '')) LIKE ? ESCAPE '!'
+      OR LOWER(COALESCE(l.organization_name, '')) LIKE ? ESCAPE '!'
+    )`);
+		values.push(match, match, match, match, match);
+	}
+	return {
+		sql: clauses.join(" AND "),
+		values
+	};
+}
+function buildInboxTabPredicate(options, now) {
+	const clauses = [];
+	const values = [];
+	if (options.status) {
+		clauses.push("l.status = ?");
+		values.push(options.status);
+	}
+	if (options.unassigned) clauses.push("(l.owner_rep_id IS NULL OR CAST(l.owner_rep_id AS TEXT) = '')");
+	if (options.overdue) {
+		clauses.push("na.due_at < ?");
+		values.push(now);
+	}
+	return {
+		sql: clauses.join(" AND ") || "1 = 1",
+		values
+	};
+}
+function inboxOrderBy(sort) {
+	switch (sort) {
+		case "name": return "LOWER(l.name) ASC, l.id ASC";
+		case "next_action": return "CASE WHEN na.due_at IS NULL THEN 1 ELSE 0 END ASC, na.due_at ASC, l.id ASC";
+		default: return "l.created_at DESC, l.id ASC";
+	}
+}
+function toInboxCount(value) {
+	const count = Number(value ?? 0);
+	if (!Number.isSafeInteger(count) || count < 0) throw new Error(`LeadCollection.listInbox: database returned invalid count '${String(value)}'`);
+	return count;
+}
 //#endregion
 //#region src/crm/models/OpportunityConversion.ts
-var __defProp$1 = Object.defineProperty;
-var __getOwnPropDesc$1 = Object.getOwnPropertyDescriptor;
-var __decorateClass$1 = (decorators, target, key, kind) => {
-	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc$1(target, key) : target;
+var __defProp = Object.defineProperty;
+var __getOwnPropDesc = Object.getOwnPropertyDescriptor;
+var __defNormalProp = (obj, key, value) => key in obj ? __defProp(obj, key, {
+	enumerable: true,
+	configurable: true,
+	writable: true,
+	value
+}) : obj[key] = value;
+var __decorateClass = (decorators, target, key, kind) => {
+	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc(target, key) : target;
 	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
-	if (kind && result) __defProp$1(target, key, result);
+	if (kind && result) __defProp(target, key, result);
 	return result;
 };
+var __publicField = (obj, key, value) => __defNormalProp(obj, typeof key !== "symbol" ? key + "" : key, value);
 var OpportunityConversion = class extends SmrtObject {
 	tenantId = null;
 	opportunityId = "";
@@ -1301,11 +1690,12 @@ var OpportunityConversion = class extends SmrtObject {
 		return await super.save();
 	}
 };
-__decorateClass$1([tenantId({ nullable: true })], OpportunityConversion.prototype, "tenantId", 2);
-__decorateClass$1([foreignKey("Opportunity", { required: true })], OpportunityConversion.prototype, "opportunityId", 2);
-__decorateClass$1([field({ required: true })], OpportunityConversion.prototype, "targetKind", 2);
-__decorateClass$1([field({ required: true })], OpportunityConversion.prototype, "targetId", 2);
-OpportunityConversion = __decorateClass$1([TenantScoped({ mode: "optional" }), smrt({
+__publicField(OpportunityConversion, "__smrtPackage__", "@happyvertical/smrt-sales");
+__decorateClass([tenantId({ nullable: true })], OpportunityConversion.prototype, "tenantId", 2);
+__decorateClass([foreignKey("Opportunity", { required: true })], OpportunityConversion.prototype, "opportunityId", 2);
+__decorateClass([field({ required: true })], OpportunityConversion.prototype, "targetKind", 2);
+__decorateClass([field({ required: true })], OpportunityConversion.prototype, "targetId", 2);
+OpportunityConversion = __decorateClass([TenantScoped({ mode: "optional" }), smrt({
 	api: { include: [
 		"list",
 		"get",
@@ -1326,7 +1716,11 @@ var OpportunityConversionCollection = class extends SmrtCollection {
 	opportunityCollectionPromise = null;
 	/** Sibling opportunity collection sharing this collection's DB connection. */
 	async getOpportunityCollection() {
-		if (!this.opportunityCollectionPromise) this.opportunityCollectionPromise = OpportunityCollection.create({ db: this.db });
+		if (!this.opportunityCollectionPromise) this.opportunityCollectionPromise = OpportunityCollection.create({
+			db: this.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		});
 		return this.opportunityCollectionPromise;
 	}
 	/** All conversion links recorded for one opportunity, oldest first. */
@@ -1377,97 +1771,6 @@ var OpportunityConversionCollection = class extends SmrtCollection {
 	}
 };
 //#endregion
-//#region src/crm/models/SalesRepresentative.ts
-var __defProp = Object.defineProperty;
-var __getOwnPropDesc = Object.getOwnPropertyDescriptor;
-var __decorateClass = (decorators, target, key, kind) => {
-	var result = kind > 1 ? void 0 : kind ? __getOwnPropDesc(target, key) : target;
-	for (var i = decorators.length - 1, decorator; i >= 0; i--) if (decorator = decorators[i]) result = (kind ? decorator(target, key, result) : decorator(result)) || result;
-	if (kind && result) __defProp(target, key, result);
-	return result;
-};
-var SalesRepresentative = class extends SmrtObject {
-	tenantId = null;
-	profileId = "";
-	earnerId = "";
-	/** Role status — only `active` reps should receive new assignments. */
-	status = "active";
-	/** Job title shown on CRM surfaces (e.g. `'Account Executive'`). */
-	title = "";
-	/**
-	* Free-form JSON object stored as a string. Use
-	* {@link getMetadata}/{@link setMetadata} instead of parsing manually.
-	*/
-	metadata = "{}";
-	constructor(options = {}) {
-		super(options);
-		if (options.tenantId !== void 0) this.tenantId = options.tenantId;
-		if (options.profileId !== void 0) this.profileId = options.profileId;
-		if (options.earnerId !== void 0) this.earnerId = options.earnerId;
-		if (options.status !== void 0) this.status = options.status;
-		if (options.title !== void 0) this.title = options.title;
-		if (options.metadata !== void 0) this.metadata = options.metadata;
-	}
-	/** Whether the rep may receive new lead/opportunity assignments. */
-	isActive() {
-		return this.status === "active";
-	}
-	/** Parse the metadata JSON string; returns `{}` on malformed content. */
-	getMetadata() {
-		try {
-			const parsed = JSON.parse(this.metadata);
-			if (parsed && typeof parsed === "object" && !Array.isArray(parsed)) return parsed;
-			return {};
-		} catch {
-			return {};
-		}
-	}
-	/** Serialize and store the metadata object. */
-	setMetadata(metadata) {
-		this.metadata = JSON.stringify(metadata);
-	}
-};
-__decorateClass([tenantId({ nullable: true })], SalesRepresentative.prototype, "tenantId", 2);
-__decorateClass([crossPackageRef("@happyvertical/smrt-profiles:Profile")], SalesRepresentative.prototype, "profileId", 2);
-__decorateClass([foreignKey("Earner")], SalesRepresentative.prototype, "earnerId", 2);
-SalesRepresentative = __decorateClass([TenantScoped({ mode: "optional" }), smrt({
-	api: { include: [
-		"list",
-		"get",
-		"create",
-		"update"
-	] },
-	mcp: { include: ["list", "get"] },
-	cli: { skipApiCheck: true }
-})], SalesRepresentative);
-//#endregion
-//#region src/crm/collections/SalesRepresentativeCollection.ts
-var SalesRepresentativeCollection = class extends SmrtCollection {
-	static _itemClass = SalesRepresentative;
-	/**
-	* Find rep roles held by a given profile (a profile may hold the role in
-	* several tenants/contexts).
-	*
-	* @param profileId - smrt-profiles Profile id
-	* @returns Reps for that profile, newest first
-	*/
-	async findByProfile(profileId) {
-		return await this.list({
-			where: { profileId },
-			orderBy: "created_at DESC"
-		});
-	}
-	/**
-	* Find all active reps (eligible for new lead/opportunity assignment).
-	*/
-	async findActive() {
-		return await this.list({
-			where: { status: "active" },
-			orderBy: "created_at DESC"
-		});
-	}
-};
-//#endregion
 //#region src/crm/services/LeadWorkflowService.ts
 var LEAD_HUMAN_ACTIVITY_KINDS = [
 	"note",
@@ -1511,8 +1814,219 @@ var LeadWorkflowService = class LeadWorkflowService {
 		return new LeadWorkflowService({
 			leads: await LeadCollection.create(options),
 			activities: await SalesActivityCollection.create(options),
-			representatives: await SalesRepresentativeCollection.create(options)
+			representatives: await SalesRepresentativeCollection.create(options),
+			opportunities: await OpportunityCollection.create(options),
+			conversions: await OpportunityConversionCollection.create(options),
+			pipelines: await PipelineDefinitionCollection.create(options),
+			stages: await PipelineStageCollection.create(options)
+		});
+	}
+	/** Create or explicitly report a tenant-local duplicate Lead. */
+	async createLead(input) {
+		const normalized = this.normalizeCreateLeadInput(input);
+		const tenantId = this.requireActiveTenant();
+		const intentHash = sha256(stableStringify(normalized.intent));
+		const operationId = normalized.idempotencyKey || normalized.dedupe !== "none" ? uuidFromHash(sha256(`lead-intake:${tenantId}:${normalized.idempotencyKey ? `key:${normalized.idempotencyKey}` : `intent:${intentHash}`}`)) : void 0;
+		const result = await this.runMutation(async (deps, activeTenantId) => {
+			if (operationId) {
+				await this.lockOperationFence(deps, `lead-intake:${operationId}`);
+				const replay = await deps.activities.get({ id: operationId }, { cache: false });
+				if (replay) {
+					const metadata = replay.getMetadata();
+					if (replay.activityKind !== "lead_intake" && replay.activityKind !== "inbound") throw this.refusal("idempotency_conflict", "Lead intake operation key is already used by another activity");
+					if (metadata.intentHash !== intentHash) throw this.refusal("idempotency_conflict", "Lead intake idempotency key was already used with different input");
+					return {
+						leadId: replay.subjectId,
+						created: false
+					};
+				}
+			}
+			if (normalized.ownerRepId) {
+				const representative = await deps.representatives.get({ id: normalized.ownerRepId }, { cache: false });
+				if (!representative) throw this.refusal("representative_unavailable", "Representative is unavailable in the active tenant");
+				if (!representative.isActive()) throw this.refusal("representative_inactive", "Representative is not active");
+			}
+			const matches = await this.findDedupeMatches(deps, activeTenantId, normalized);
+			const active = matches.find((candidate) => candidate.status === "new" || candidate.status === "working");
+			if (active) {
+				const leadId2 = this.requireLeadId(active);
+				await deps.activities.create({
+					...operationId ? { id: operationId } : {},
+					tenantId: activeTenantId,
+					subjectKind: "lead",
+					subjectId: leadId2,
+					activityKind: "inbound",
+					summary: "Received duplicate lead intake",
+					actorProfileId: normalized.actorProfileId,
+					metadata: JSON.stringify({
+						intentHash,
+						created: false,
+						dedupe: normalized.dedupe,
+						receivedAt: normalized.now.toISOString(),
+						sourceKind: normalized.sourceKind,
+						sourceId: normalized.sourceId
+					})
+				});
+				return {
+					leadId: leadId2,
+					created: false
+				};
+			}
+			const terminal = matches[0];
+			if (terminal) {
+				const duplicateOfId = this.requireLeadId(terminal);
+				return {
+					leadId: duplicateOfId,
+					created: false,
+					duplicateOfId
+				};
+			}
+			const lead2 = await deps.leads.create({
+				tenantId: activeTenantId,
+				name: normalized.name,
+				email: normalized.email,
+				contactName: normalized.contactName,
+				phone: normalized.phone,
+				organizationName: normalized.organizationName,
+				sourceKind: normalized.sourceKind,
+				sourceId: normalized.sourceId,
+				acquisitionContext: stableStringify(normalized.acquisitionContext),
+				ownerRepId: normalized.ownerRepId,
+				status: "new"
+			});
+			const leadId = this.requireLeadId(lead2);
+			await deps.activities.create({
+				...operationId ? { id: operationId } : {},
+				tenantId: activeTenantId,
+				subjectKind: "lead",
+				subjectId: leadId,
+				activityKind: "lead_intake",
+				summary: "Created lead from intake",
+				actorProfileId: normalized.actorProfileId,
+				metadata: JSON.stringify({
+					intentHash,
+					created: true,
+					dedupe: normalized.dedupe,
+					receivedAt: normalized.now.toISOString(),
+					sourceKind: normalized.sourceKind,
+					sourceId: normalized.sourceId
+				})
+			});
+			return {
+				leadId,
+				created: true
+			};
 		});
+		const lead = await this.readLead(this.deps.leads, result.leadId, tenantId);
+		return {
+			lead,
+			created: result.created,
+			...result.duplicateOfId ? { duplicateOf: lead } : {}
+		};
+	}
+	/** Qualify a Lead through the collection lifecycle in one transaction. */
+	async qualifyLead(input) {
+		const actorProfileId = this.requireIdentifier(input.actorProfileId, "actorProfileId");
+		if (input.pipelineId && !UUID_RE.test(input.pipelineId)) throw this.refusal("pipeline_unavailable", "Pipeline is unavailable in the active tenant");
+		if (input.expectedValueCents !== void 0 && (!Number.isSafeInteger(input.expectedValueCents) || input.expectedValueCents < 0)) throw this.refusal("invalid_value", "Expected value must be a non-negative safe integer number of cents");
+		const tenantId = this.requireActiveTenant();
+		const result = await this.runMutation(async (deps, activeTenantId) => {
+			const lead2 = await this.lockLead(deps, input.leadId, activeTenantId);
+			if (lead2.status === "disqualified" || lead2.status === "merged") throw this.refusal("invalid_transition", `Lead cannot be qualified from '${lead2.status}'`);
+			if (input.pipelineId) {
+				const pipeline = await deps.pipelines.get({ id: input.pipelineId }, { cache: false });
+				if (!pipeline || pipeline.tenantId !== activeTenantId) throw this.refusal("pipeline_unavailable", "Pipeline is unavailable in the active tenant");
+			}
+			const leadId = this.requireLeadId(lead2);
+			const prior = await deps.opportunities.findByLead(leadId);
+			let opportunity2;
+			try {
+				opportunity2 = await deps.leads.qualify({
+					leadId,
+					actorProfileId,
+					pipelineId: input.pipelineId,
+					opportunityName: input.opportunityName,
+					expectedValueCents: input.expectedValueCents,
+					currency: input.currency,
+					expectedCloseAt: input.expectedCloseAt,
+					now: input.now
+				});
+			} catch (error) {
+				if (error instanceof Error && (error.message.includes("pipeline") || error.message.includes("stages"))) throw this.refusal("pipeline_unavailable", error.message);
+				throw error;
+			}
+			return {
+				leadId,
+				opportunityId: this.requireOpportunityId(opportunity2),
+				created: prior.length === 0
+			};
+		});
+		return {
+			lead: await this.readLead(this.deps.leads, result.leadId, tenantId),
+			opportunity: await this.readOpportunity(result.opportunityId, tenantId),
+			created: result.created
+		};
+	}
+	/** Close an opportunity at its configured terminal stage and optionally link conversion. */
+	async closeOpportunity(input) {
+		const actorProfileId = this.requireIdentifier(input.actorProfileId, "actorProfileId");
+		if (!UUID_RE.test(input.opportunityId)) throw this.refusal("opportunity_unavailable", "Opportunity is unavailable in the active tenant");
+		if (input.outcome !== "won" && input.outcome !== "lost") throw this.refusal("invalid_transition", "Opportunity outcome must be 'won' or 'lost'");
+		if (input.conversion && input.outcome !== "won") throw this.refusal("invalid_conversion", "A conversion can only be recorded for a won opportunity");
+		const conversion = input.conversion ? {
+			targetKind: this.requireOpenIdentifier(input.conversion.targetKind, "conversion targetKind"),
+			targetId: this.requireOpenIdentifier(input.conversion.targetId, "conversion targetId"),
+			note: input.conversion.note?.trim() ?? ""
+		} : void 0;
+		const reason = input.reason?.trim();
+		if (reason && reason.length > 1e3) throw this.refusal("reason_too_long", `Lead workflow reason must be at most ${MAX_LEAD_WORKFLOW_TEXT_LENGTH} characters`);
+		const tenantId = this.requireActiveTenant();
+		const result = await this.runMutation(async (deps, activeTenantId) => {
+			const opportunity2 = await this.lockOpportunity(deps, input.opportunityId, activeTenantId);
+			let changed = false;
+			if (opportunity2.status !== "open") {
+				if (opportunity2.status !== input.outcome) throw this.refusal("opportunity_replay_conflict", `Opportunity is already closed as '${opportunity2.status}'`);
+				if (reason && opportunity2.outcomeReason !== reason) throw this.refusal("opportunity_replay_conflict", "Opportunity was already closed with a different reason");
+			} else {
+				const terminal = (await deps.stages.list({
+					where: { pipelineId: opportunity2.pipelineId },
+					orderBy: "sort_order ASC"
+				})).find((stage) => input.outcome === "won" ? stage.isWon : stage.isLost);
+				if (!terminal?.id) throw this.refusal("pipeline_has_no_terminal_stage", `Opportunity pipeline has no '${input.outcome}' terminal stage`);
+				await deps.opportunities.moveToStage({
+					opportunityId: input.opportunityId,
+					stageId: terminal.id,
+					actorProfileId,
+					outcomeReason: reason,
+					now: input.now
+				});
+				changed = true;
+			}
+			let conversionId;
+			let conversionCreated;
+			if (conversion) {
+				const recorded = await deps.conversions.recordConversion({
+					opportunityId: input.opportunityId,
+					...conversion
+				});
+				conversionId = this.requireConversionId(recorded.conversion);
+				conversionCreated = recorded.created;
+			}
+			return {
+				opportunityId: input.opportunityId,
+				changed,
+				conversionId,
+				conversionCreated
+			};
+		});
+		const opportunity = await this.readOpportunity(result.opportunityId, tenantId);
+		const persistedConversion = result.conversionId ? await this.deps.conversions.get({ id: result.conversionId }, { cache: false }) : void 0;
+		return {
+			opportunity,
+			changed: result.changed,
+			...persistedConversion ? { conversion: persistedConversion } : {},
+			...result.conversionCreated !== void 0 ? { conversionCreated: result.conversionCreated } : {}
+		};
 	}
 	/** Assign or reassign an active representative, with one audit row per change. */
 	async assignLead(input) {
@@ -1683,12 +2197,17 @@ var LeadWorkflowService = class LeadWorkflowService {
 		const tenantId = this.requireActiveTenant();
 		const lead = await this.readLead(this.deps.leads, input.leadId, tenantId);
 		const leadId = this.requireLeadId(lead);
-		const [owner, openTasks] = await Promise.all([lead.ownerRepId ? this.deps.representatives.get({ id: lead.ownerRepId }, { cache: false }) : Promise.resolve(null), this.deps.activities.findOpenTasks("lead", leadId)]);
+		const [owner, openTasks, linkedOpportunities] = await Promise.all([
+			lead.ownerRepId ? this.deps.representatives.get({ id: lead.ownerRepId }, { cache: false }) : Promise.resolve(null),
+			this.deps.activities.findOpenTasks("lead", leadId),
+			this.deps.opportunities.findByLead(leadId)
+		]);
 		const earliestOpenTask = openTasks[0] ?? null;
 		return {
 			lead,
 			owner,
 			earliestOpenTask,
+			opportunity: linkedOpportunities[0] ?? null,
 			queue: projectLeadWorkQueue({
 				status: lead.status,
 				ownerRepId: lead.ownerRepId,
@@ -1720,6 +2239,26 @@ var LeadWorkflowService = class LeadWorkflowService {
 				_reuseInitializedDb: true,
 				_deferRuntimeInitialization: true
 			}),
+			opportunities: await OpportunityCollection.create({
+				db: tx,
+				_reuseInitializedDb: true,
+				_deferRuntimeInitialization: true
+			}),
+			conversions: await OpportunityConversionCollection.create({
+				db: tx,
+				_reuseInitializedDb: true,
+				_deferRuntimeInitialization: true
+			}),
+			pipelines: await PipelineDefinitionCollection.create({
+				db: tx,
+				_reuseInitializedDb: true,
+				_deferRuntimeInitialization: true
+			}),
+			stages: await PipelineStageCollection.create({
+				db: tx,
+				_reuseInitializedDb: true,
+				_deferRuntimeInitialization: true
+			}),
 			supportsRowLocks
 		}, tenantId));
 		if (supportsRowLocks) return await runTransaction();
@@ -1759,12 +2298,110 @@ var LeadWorkflowService = class LeadWorkflowService {
 		if (!task || task.tenantId !== tenantId || task.subjectKind !== "lead" || task.subjectId !== leadId) throw this.refusal("task_unavailable", "Task is unavailable for this lead");
 		return task;
 	}
+	async lockOpportunity(deps, opportunityId, tenantId) {
+		if (deps.supportsRowLocks) {
+			const opportunity = (await deps.opportunities.query(`SELECT * FROM ${deps.opportunities.tableName}
+         WHERE id = $1 AND tenant_id = $2
+         FOR UPDATE`, [opportunityId, tenantId], { allowRawOnTenantScoped: true }))[0];
+			if (opportunity && opportunity.tenantId === tenantId) return opportunity;
+			throw this.refusal("opportunity_unavailable", "Opportunity is unavailable in the active tenant");
+		}
+		return await this.readOpportunityFrom(deps.opportunities, opportunityId, tenantId);
+	}
+	async lockOperationFence(deps, key) {
+		if (!deps.supportsRowLocks) return;
+		await deps.leads.db.query("SELECT pg_advisory_xact_lock(hashtext($1))", key);
+	}
+	async findDedupeMatches(deps, tenantId, input) {
+		if (input.dedupe === "none") return [];
+		const clauses = [];
+		const identityLocks = [];
+		const params = [tenantId];
+		if (input.email) {
+			params.push(input.email);
+			clauses.push(`LOWER(TRIM(email)) = $${params.length}`);
+			identityLocks.push(`lead-dedupe:${tenantId}:email:${input.email}`);
+		}
+		if (input.dedupe === "email_or_org" && input.organizationName) {
+			const organizationName = input.organizationName.toLowerCase();
+			params.push(organizationName);
+			clauses.push(`LOWER(TRIM(organization_name)) = $${params.length}`);
+			identityLocks.push(`lead-dedupe:${tenantId}:organization:${organizationName}`);
+		}
+		if (clauses.length === 0) return [];
+		if (deps.supportsRowLocks) for (const identityLock of identityLocks.sort()) await this.lockOperationFence(deps, identityLock);
+		return await deps.leads.query(`SELECT * FROM ${deps.leads.tableName}
+       WHERE tenant_id = $1 AND (${clauses.join(" OR ")})
+       ORDER BY created_at DESC${deps.supportsRowLocks ? " FOR UPDATE" : ""}`, params, { allowRawOnTenantScoped: true });
+	}
 	async readLead(leads, leadId, tenantId) {
 		if (!UUID_RE.test(leadId)) throw this.refusal("lead_unavailable", "Lead is unavailable in the active tenant");
 		const lead = await leads.get({ id: leadId }, { cache: false });
 		if (!lead || lead.tenantId !== tenantId) throw this.refusal("lead_unavailable", "Lead is unavailable in the active tenant");
 		return lead;
 	}
+	async readOpportunity(opportunityId, tenantId) {
+		return await this.readOpportunityFrom(this.deps.opportunities, opportunityId, tenantId);
+	}
+	async readOpportunityFrom(opportunities, opportunityId, tenantId) {
+		const opportunity = await opportunities.get({ id: opportunityId }, { cache: false });
+		if (!opportunity || opportunity.tenantId !== tenantId) throw this.refusal("opportunity_unavailable", "Opportunity is unavailable in the active tenant");
+		return opportunity;
+	}
+	normalizeCreateLeadInput(input) {
+		const name = typeof input.name === "string" ? input.name.trim() : "";
+		if (!name) throw this.refusal("name_required", "Lead name is required");
+		const email = typeof input.email === "string" ? input.email.trim().toLowerCase() : "";
+		const phone = typeof input.phone === "string" ? input.phone.trim() : "";
+		if (!email && !phone) throw this.refusal("contact_required", "Lead intake requires at least one of email or phone");
+		if (email && !/^[^\s@]+@[^\s@]+\.[^\s@]+$/u.test(email)) throw this.refusal("invalid_email", "Lead email is invalid");
+		const sourceKind = typeof input.sourceKind === "string" ? input.sourceKind.trim() : "";
+		if (!sourceKind) throw this.refusal("source_kind_required", "Lead sourceKind is required");
+		const dedupe = input.dedupe ?? "email";
+		if (![
+			"none",
+			"email",
+			"email_or_org"
+		].includes(dedupe)) throw this.refusal("invalid_dedupe_policy", "Lead dedupe policy is invalid");
+		const idempotencyKey = input.idempotencyKey?.trim() ?? "";
+		if (idempotencyKey.length > 255) throw this.refusal("invalid_idempotency_key", "Lead idempotency key must be at most 255 characters");
+		const acquisitionContext = input.acquisitionContext ?? {};
+		if (!isPlainJsonObject(acquisitionContext) || !isJsonValue(acquisitionContext, /* @__PURE__ */ new Set())) throw this.refusal("invalid_metadata", "Lead acquisitionContext must be a plain JSON object with JSON values");
+		const ownerRepId = input.ownerRepId ? this.requireIdentifier(input.ownerRepId, "ownerRepId") : "";
+		const actorProfileId = input.actorProfileId ? this.requireIdentifier(input.actorProfileId, "actorProfileId") : "";
+		const now = input.now ?? /* @__PURE__ */ new Date();
+		if (!Number.isFinite(now.getTime())) throw this.refusal("invalid_due_at", "Lead intake now must be valid");
+		const normalized = {
+			name,
+			email,
+			contactName: input.contactName?.trim() ?? "",
+			phone,
+			organizationName: input.organizationName?.trim() ?? "",
+			sourceKind,
+			sourceId: input.sourceId?.trim() ?? "",
+			acquisitionContext,
+			ownerRepId,
+			actorProfileId,
+			dedupe,
+			idempotencyKey,
+			now
+		};
+		return {
+			...normalized,
+			intent: {
+				name: normalized.name,
+				email: normalized.email,
+				contactName: normalized.contactName,
+				phone: normalized.phone,
+				organizationName: normalized.organizationName,
+				sourceKind: normalized.sourceKind,
+				sourceId: normalized.sourceId,
+				acquisitionContext: normalized.acquisitionContext,
+				ownerRepId: normalized.ownerRepId,
+				dedupe: normalized.dedupe
+			}
+		};
+	}
 	assertActiveFollowUpLead(lead) {
 		if (lead.status !== "new" && lead.status !== "working") throw this.refusal("lead_not_actionable", `Lead is not actionable for ordinary follow-up while '${lead.status}'`);
 	}
@@ -1818,6 +2455,19 @@ var LeadWorkflowService = class LeadWorkflowService {
 		if (!activity.id) throw this.refusal("task_unavailable", "Task is unavailable for this lead");
 		return activity.id;
 	}
+	requireOpportunityId(opportunity) {
+		if (!opportunity.id) throw this.refusal("opportunity_unavailable", "Opportunity is unavailable in the active tenant");
+		return opportunity.id;
+	}
+	requireConversionId(conversion) {
+		if (!conversion.id) throw this.refusal("invalid_conversion", "Opportunity conversion could not be persisted");
+		return conversion.id;
+	}
+	requireOpenIdentifier(value, field) {
+		const normalized = typeof value === "string" ? value.trim() : "";
+		if (!normalized) throw this.refusal("invalid_conversion", `${field} is required`);
+		return normalized;
+	}
 	now(value) {
 		return value ?? /* @__PURE__ */ new Date();
 	}
@@ -1887,7 +2537,22 @@ function isJsonValue(value, ancestors) {
 	}
 	return false;
 }
+function stableStringify(value) {
+	if (Array.isArray(value)) return `[${value.map((item) => stableStringify(item)).join(",")}]`;
+	if (isPlainJsonObject(value)) return `{${Object.keys(value).sort().map((key) => `${JSON.stringify(key)}:${stableStringify(value[key])}`).join(",")}}`;
+	return JSON.stringify(value);
+}
+function sha256(value) {
+	return createHash("sha256").update(value).digest("hex");
+}
+function uuidFromHash(hash) {
+	const chars = hash.slice(0, 32).split("");
+	chars[12] = "5";
+	chars[16] = (Number.parseInt(chars[16] ?? "0", 16) & 3 | 8).toString(16);
+	const value = chars.join("");
+	return `${value.slice(0, 8)}-${value.slice(8, 12)}-${value.slice(12, 16)}-${value.slice(16, 20)}-${value.slice(20)}`;
+}
 //#endregion
-export { SalesActivity as C, Lead as D, Opportunity as E, SalesActivityCollection as S, PipelineStage as T, SALES_ACTIVITY_KINDS as _, projectLeadWorkQueue as a, PipelineDefinition as b, OpportunityConversionCollection as c, PipelineDefinitionCollection as d, DEFAULT_PIPELINE_KEY as f, PIPELINE_STATUSES as g, OPPORTUNITY_STATUSES as h, MAX_LEAD_WORKFLOW_TEXT_LENGTH as i, OpportunityConversion as l, LEAD_STATUSES as m, LeadWorkflowService as n, SalesRepresentativeCollection as o, DEFAULT_PIPELINE_STAGES as p, LeadWorkflowValidationError as r, SalesRepresentative as s, LEAD_HUMAN_ACTIVITY_KINDS as t, LeadCollection as u, SALES_ACTIVITY_SUBJECT_KINDS as v, PipelineStageCollection as w, OpportunityCollection as x, SALES_REPRESENTATIVE_STATUSES as y };
+export { PIPELINE_STATUSES as C, Lead as D, SALES_REPRESENTATIVE_STATUSES as E, OPPORTUNITY_STATUSES as S, SALES_ACTIVITY_SUBJECT_KINDS as T, PipelineStage as _, projectLeadWorkQueue as a, DEFAULT_PIPELINE_STAGES as b, LeadCollection as c, PipelineDefinitionCollection as d, PipelineDefinition as f, PipelineStageCollection as g, SalesActivity as h, MAX_LEAD_WORKFLOW_TEXT_LENGTH as i, SalesRepresentativeCollection as l, SalesActivityCollection as m, LeadWorkflowService as n, OpportunityConversionCollection as o, OpportunityCollection as p, LeadWorkflowValidationError as r, OpportunityConversion as s, LEAD_HUMAN_ACTIVITY_KINDS as t, SalesRepresentative as u, Opportunity as v, SALES_ACTIVITY_KINDS as w, LEAD_STATUSES as x, DEFAULT_PIPELINE_KEY as y };
 
-//# sourceMappingURL=crm-C2bD25yv.js.map
+//# sourceMappingURL=crm-DfRKKvWV.js.map