@happyvertical/smrt-sales 0.55.0 → 0.55.1

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

@@ -1888,6 +1888,7 @@ var LeadWorkflowService = class LeadWorkflowService {
 				contactName: normalized.contactName,
 				phone: normalized.phone,
 				organizationName: normalized.organizationName,
+				...normalized.profileId ? { profileId: normalized.profileId } : {},
 				sourceKind: normalized.sourceKind,
 				sourceId: normalized.sourceId,
 				acquisitionContext: stableStringify(normalized.acquisitionContext),
@@ -1967,6 +1968,44 @@ var LeadWorkflowService = class LeadWorkflowService {
 			created: result.created
 		};
 	}
+	/** Move an open Opportunity between nonterminal stages in one transaction. */
+	async moveOpportunityToStage(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 (!UUID_RE.test(input.stageId)) throw this.refusal("stage_unavailable", "Opportunity stage is unavailable in the active tenant");
+		if (input.probabilityOverride !== void 0 && (!Number.isFinite(input.probabilityOverride) || input.probabilityOverride < 0 || input.probabilityOverride > 1)) throw this.refusal("invalid_value", "Opportunity probability must be between 0 and 1");
+		const tenantId = this.requireActiveTenant();
+		const result = await this.runMutation(async (deps, activeTenantId) => {
+			const opportunity = await this.lockOpportunity(deps, input.opportunityId, activeTenantId);
+			if (opportunity.status !== "open") throw this.refusal("invalid_transition", `Opportunity cannot move stages while '${opportunity.status}'`);
+			const stage = await this.lockPipelineStage(deps, input.stageId, activeTenantId);
+			if (!stage || stage.tenantId !== activeTenantId || stage.pipelineId !== opportunity.pipelineId) throw this.refusal("stage_unavailable", "Opportunity stage is unavailable in the active tenant and pipeline");
+			if (stage.isWon || stage.isLost) throw this.refusal("invalid_transition", "Terminal Opportunity stages must use closeOpportunity()");
+			const probability = input.probabilityOverride ?? stage.probability;
+			if (opportunity.stageId === input.stageId) {
+				if (opportunity.probability !== probability) throw this.refusal("opportunity_replay_conflict", "Opportunity is already at this stage with a different probability");
+				return {
+					opportunityId: input.opportunityId,
+					changed: false
+				};
+			}
+			await deps.opportunities.moveToStage({
+				opportunityId: input.opportunityId,
+				stageId: input.stageId,
+				actorProfileId,
+				probabilityOverride: input.probabilityOverride,
+				now: input.now
+			});
+			return {
+				opportunityId: input.opportunityId,
+				changed: true
+			};
+		});
+		return {
+			opportunity: await this.readOpportunity(result.opportunityId, tenantId),
+			changed: result.changed
+		};
+	}
 	/** Close an opportunity at its configured terminal stage and optionally link conversion. */
 	async closeOpportunity(input) {
 		const actorProfileId = this.requireIdentifier(input.actorProfileId, "actorProfileId");
@@ -2308,6 +2347,18 @@ var LeadWorkflowService = class LeadWorkflowService {
 		}
 		return await this.readOpportunityFrom(deps.opportunities, opportunityId, tenantId);
 	}
+	async lockPipelineStage(deps, stageId, tenantId) {
+		if (deps.supportsRowLocks) {
+			const stage2 = (await deps.stages.query(`SELECT * FROM ${deps.stages.tableName}
+         WHERE id = $1 AND tenant_id = $2
+         FOR UPDATE`, [stageId, tenantId], { allowRawOnTenantScoped: true }))[0];
+			if (stage2 && stage2.tenantId === tenantId) return stage2;
+			throw this.refusal("stage_unavailable", "Opportunity stage is unavailable in the active tenant and pipeline");
+		}
+		const stage = await deps.stages.get({ id: stageId }, { cache: false });
+		if (stage && stage.tenantId === tenantId) return stage;
+		throw this.refusal("stage_unavailable", "Opportunity stage is unavailable in the active tenant and pipeline");
+	}
 	async lockOperationFence(deps, key) {
 		if (!deps.supportsRowLocks) return;
 		await deps.leads.db.query("SELECT pg_advisory_xact_lock(hashtext($1))", key);
@@ -2368,6 +2419,7 @@ var LeadWorkflowService = class LeadWorkflowService {
 		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 profileId = input.profileId !== void 0 ? this.requireIdentifier(input.profileId, "profileId") : "";
 		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");
@@ -2377,6 +2429,7 @@ var LeadWorkflowService = class LeadWorkflowService {
 			contactName: input.contactName?.trim() ?? "",
 			phone,
 			organizationName: input.organizationName?.trim() ?? "",
+			profileId,
 			sourceKind,
 			sourceId: input.sourceId?.trim() ?? "",
 			acquisitionContext,
@@ -2394,6 +2447,7 @@ var LeadWorkflowService = class LeadWorkflowService {
 				contactName: normalized.contactName,
 				phone: normalized.phone,
 				organizationName: normalized.organizationName,
+				...normalized.profileId ? { profileId: normalized.profileId } : {},
 				sourceKind: normalized.sourceKind,
 				sourceId: normalized.sourceId,
 				acquisitionContext: normalized.acquisitionContext,
@@ -2555,4 +2609,4 @@ function uuidFromHash(hash) {
 //#endregion
 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-DfRKKvWV.js.map
+//# sourceMappingURL=crm-B-irXbbr.js.map