@happyvertical/smrt-sales 0.55.0 → 0.55.2

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

@@ -70,6 +70,8 @@ export interface CreateLeadInput {
     contactName?: string;
     phone?: string;
     organizationName?: string;
+    /** Optional host-authorized Profile identity for the prospect/requester. */
+    profileId?: string;
     sourceKind: string;
     sourceId?: string;
     acquisitionContext?: Record<string, unknown>;
@@ -100,6 +102,18 @@ export interface QualifyLeadResult {
     opportunity: Opportunity;
     created: boolean;
 }
+export interface MoveOpportunityToStageInput {
+    opportunityId: string;
+    stageId: string;
+    actorProfileId: string;
+    probabilityOverride?: number;
+    now?: Date;
+}
+export interface MoveOpportunityToStageResult {
+    opportunity: Opportunity;
+    /** `false` for an exact retry of the current stage and probability. */
+    changed: boolean;
+}
 export interface OpportunityConversionInput {
     targetKind: string;
     targetId: string;
@@ -174,7 +188,7 @@ export interface GetLeadWorkStateInput {
     timeZone?: string;
 }
 /** Stable machine-readable refusal reasons for workflow callers. */
-export type LeadWorkflowValidationReason = 'tenant_context_required' | 'transaction_unavailable' | 'lead_unavailable' | 'representative_unavailable' | 'representative_inactive' | 'lead_not_actionable' | 'invalid_transition' | 'reason_required' | 'reason_too_long' | 'summary_required' | 'summary_too_long' | 'invalid_activity_kind' | 'invalid_metadata' | 'invalid_due_at' | 'task_unavailable' | 'task_not_open' | 'completion_replay_conflict' | 'name_required' | 'contact_required' | 'invalid_email' | 'source_kind_required' | 'invalid_dedupe_policy' | 'invalid_idempotency_key' | 'idempotency_conflict' | 'pipeline_unavailable' | 'pipeline_has_no_terminal_stage' | 'opportunity_unavailable' | 'invalid_value' | 'invalid_conversion' | 'opportunity_replay_conflict';
+export type LeadWorkflowValidationReason = 'tenant_context_required' | 'transaction_unavailable' | 'lead_unavailable' | 'representative_unavailable' | 'representative_inactive' | 'lead_not_actionable' | 'invalid_transition' | 'reason_required' | 'reason_too_long' | 'summary_required' | 'summary_too_long' | 'invalid_activity_kind' | 'invalid_metadata' | 'invalid_due_at' | 'task_unavailable' | 'task_not_open' | 'completion_replay_conflict' | 'name_required' | 'contact_required' | 'invalid_email' | 'source_kind_required' | 'invalid_dedupe_policy' | 'invalid_idempotency_key' | 'idempotency_conflict' | 'pipeline_unavailable' | 'pipeline_has_no_terminal_stage' | 'stage_unavailable' | 'opportunity_unavailable' | 'invalid_value' | 'invalid_conversion' | 'opportunity_replay_conflict';
 /** Workflow validation error that never reveals cross-tenant row existence. */
 export declare class LeadWorkflowValidationError extends Error {
     readonly reason: LeadWorkflowValidationReason;
@@ -194,6 +208,8 @@ export declare class LeadWorkflowService {
     createLead(input: CreateLeadInput): Promise<CreateLeadResult>;
     /** Qualify a Lead through the collection lifecycle in one transaction. */
     qualifyLead(input: QualifyLeadInput): Promise<QualifyLeadResult>;
+    /** Move an open Opportunity between nonterminal stages in one transaction. */
+    moveOpportunityToStage(input: MoveOpportunityToStageInput): Promise<MoveOpportunityToStageResult>;
     /** Close an opportunity at its configured terminal stage and optionally link conversion. */
     closeOpportunity(input: CloseOpportunityInput): Promise<CloseOpportunityResult>;
     /** Assign or reassign an active representative, with one audit row per change. */
@@ -221,6 +237,7 @@ export declare class LeadWorkflowService {
     private lockLead;
     private lockLeadTask;
     private lockOpportunity;
+    private lockPipelineStage;
     private lockOperationFence;
     private findDedupeMatches;
     private readLead;

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

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package/dist/crm.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-B51ohBYo.js";
-import { C as PIPELINE_STATUSES, D as Lead, E as SALES_REPRESENTATIVE_STATUSES, S as OPPORTUNITY_STATUSES, T as SALES_ACTIVITY_SUBJECT_KINDS, _ as PipelineStage, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_STAGES, c as LeadCollection, d as PipelineDefinitionCollection, f as PipelineDefinition, g as PipelineStageCollection, h as SalesActivity, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as SalesRepresentativeCollection, m as SalesActivityCollection, n as LeadWorkflowService, o as OpportunityConversionCollection, p as OpportunityCollection, r as LeadWorkflowValidationError, s as OpportunityConversion, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentative, v as Opportunity, w as SALES_ACTIVITY_KINDS, x as LEAD_STATUSES, y as DEFAULT_PIPELINE_KEY } from "./chunks/crm-DfRKKvWV.js";
+import "./chunks/__smrt-register__-C3xJS35z.js";
+import { C as PIPELINE_STATUSES, D as Lead, E as SALES_REPRESENTATIVE_STATUSES, S as OPPORTUNITY_STATUSES, T as SALES_ACTIVITY_SUBJECT_KINDS, _ as PipelineStage, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_STAGES, c as LeadCollection, d as PipelineDefinitionCollection, f as PipelineDefinition, g as PipelineStageCollection, h as SalesActivity, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as SalesRepresentativeCollection, m as SalesActivityCollection, n as LeadWorkflowService, o as OpportunityConversionCollection, p as OpportunityCollection, r as LeadWorkflowValidationError, s as OpportunityConversion, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentative, v as Opportunity, w as SALES_ACTIVITY_KINDS, x as LEAD_STATUSES, y as DEFAULT_PIPELINE_KEY } from "./chunks/crm-B-irXbbr.js";
 export { DEFAULT_PIPELINE_KEY, DEFAULT_PIPELINE_STAGES, LEAD_HUMAN_ACTIVITY_KINDS, LEAD_STATUSES, Lead, LeadCollection, LeadWorkflowService, LeadWorkflowValidationError, MAX_LEAD_WORKFLOW_TEXT_LENGTH, OPPORTUNITY_STATUSES, Opportunity, OpportunityCollection, OpportunityConversion, OpportunityConversionCollection, PIPELINE_STATUSES, PipelineDefinition, PipelineDefinitionCollection, PipelineStage, PipelineStageCollection, SALES_ACTIVITY_KINDS, SALES_ACTIVITY_SUBJECT_KINDS, SALES_REPRESENTATIVE_STATUSES, SalesActivity, SalesActivityCollection, SalesRepresentative, SalesRepresentativeCollection, projectLeadWorkQueue };

package/dist/index.js

@@ -1,6 +1,6 @@
-import "./chunks/__smrt-register__-B51ohBYo.js";
+import "./chunks/__smrt-register__-C3xJS35z.js";
 import { a as AgreementExecutionEvent, c as AGREEMENT_EXECUTION_STATUSES, d as sanitizeSignerIntent, i as AgreementExecutionEventCollection, l as coerceAgreementDate, n as ExecutedAgreementCollection, o as AgreementExecutionCollection, r as ExecutedAgreement, s as AgreementExecution, t as AgreementExecutionService, u as sanitizeSignerEvidence } from "./chunks/agreements-BB_tNU0U.js";
 import { A as EARNING_EVENT_KINDS, C as COMMISSION_ADJUSTMENT_KINDS, D as COMMISSION_STATUSES, E as COMMISSION_PLAN_STATUSES, F as Commission, I as CommissionAdjustmentOperationCollection, L as CommissionAdjustmentOperation, M as CommissionPayoutCollection, N as CommissionPayout, O as EARNER_SOURCE_ATTRIBUTION_STATUSES, P as CommissionCollection, R as CommissionAdjustmentCollection, S as ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, T as COMMISSION_PAYOUT_STATUSES, _ as EarnerCollection, a as CommissionBalanceService, b as CommissionPlan, c as CommissionAdjustmentValidationError, d as centsToAmount, f as roundCents, g as EarnerSourceAttribution, h as EarnerSourceAttributionCollection, i as CommissionCalculationService, j as PAYOUT_METHODS, k as EARNER_STATUSES, l as amountToCents, m as EarningEvent, n as CommissionSettlementService, o as CommissionAdjustmentReplayConflictError, p as EarningEventCollection, r as CommissionPayoutService, s as CommissionAdjustmentService, t as EarnerAttributionService, u as calculateCommissionAmountCents, v as Earner, w as COMMISSION_BASES, x as validateCommissionPlanComponents, y as CommissionPlanCollection, z as CommissionAdjustment } from "./chunks/commissions-Cs4MsxVg.js";
-import { C as PIPELINE_STATUSES, D as Lead, E as SALES_REPRESENTATIVE_STATUSES, S as OPPORTUNITY_STATUSES, T as SALES_ACTIVITY_SUBJECT_KINDS, _ as PipelineStage, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_STAGES, c as LeadCollection, d as PipelineDefinitionCollection, f as PipelineDefinition, g as PipelineStageCollection, h as SalesActivity, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as SalesRepresentativeCollection, m as SalesActivityCollection, n as LeadWorkflowService, o as OpportunityConversionCollection, p as OpportunityCollection, r as LeadWorkflowValidationError, s as OpportunityConversion, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentative, v as Opportunity, w as SALES_ACTIVITY_KINDS, x as LEAD_STATUSES, y as DEFAULT_PIPELINE_KEY } from "./chunks/crm-DfRKKvWV.js";
+import { C as PIPELINE_STATUSES, D as Lead, E as SALES_REPRESENTATIVE_STATUSES, S as OPPORTUNITY_STATUSES, T as SALES_ACTIVITY_SUBJECT_KINDS, _ as PipelineStage, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_STAGES, c as LeadCollection, d as PipelineDefinitionCollection, f as PipelineDefinition, g as PipelineStageCollection, h as SalesActivity, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as SalesRepresentativeCollection, m as SalesActivityCollection, n as LeadWorkflowService, o as OpportunityConversionCollection, p as OpportunityCollection, r as LeadWorkflowValidationError, s as OpportunityConversion, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentative, v as Opportunity, w as SALES_ACTIVITY_KINDS, x as LEAD_STATUSES, y as DEFAULT_PIPELINE_KEY } from "./chunks/crm-B-irXbbr.js";
 import { A as ReferralClickOperation, B as ATTRIBUTION_RESOLUTION_MODES, C as ReferralTouchCollection, D as ReferralCollection, E as assertHttpTargetUrl, F as validateAttributionPolicyTerms, G as REFERRAL_STATUSES, H as REFERRAL_AGREEMENT_STATUSES, I as ATTRIBUTION_CONFLICT_BEHAVIORS, J as AttributionExceptionCollection, K as REFERRAL_TOUCH_KINDS, L as ATTRIBUTION_CREDIT_MODES, M as ReferralAgreement, N as AttributionPolicyCollection, O as Referral, P as AttributionPolicy, R as ATTRIBUTION_EXCEPTION_STATUSES, S as generateReferralCode, T as ReferralLink, U as REFERRAL_LINK_STATUSES, V as REFERRAL_AGREEMENT_APPROVAL_MODES, W as REFERRAL_PROGRAM_STATUSES, Y as AttributionException, _ as REFERRAL_CODE_ALPHABET, a as ReferralAgreementExecutionService, b as ReferralClickValidationError, c as ReferrerCollection, d as ReferralTermSnapshot, f as ReferralProgramCollection, g as MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, h as MAX_CODE_GENERATION_ATTEMPTS, i as REFERRAL_AGREEMENT_SOURCE_KIND, j as ReferralAgreementCollection, k as ReferralClickOperationCollection, l as Referrer, m as DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, n as REFERRAL_TERMS_SNAPSHOT_KIND, o as AttributionService, p as ReferralProgram, q as REFERRER_STATUSES, r as ReferralCommissionService, s as QualifiedReferralOverrideError, t as ReferralQualificationService, u as ReferralTermSnapshotCollection, v as REFERRAL_CODE_LENGTH, w as ReferralTouch, x as ReferralLinkCollection, y as ReferralClickReplayConflictError, z as ATTRIBUTION_POLICY_STATUSES } from "./chunks/referrals-CrFDsdq-.js";
 export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, AGREEMENT_EXECUTION_STATUSES, ATTRIBUTION_CONFLICT_BEHAVIORS, ATTRIBUTION_CREDIT_MODES, ATTRIBUTION_EXCEPTION_STATUSES, ATTRIBUTION_POLICY_STATUSES, ATTRIBUTION_RESOLUTION_MODES, AgreementExecution, AgreementExecutionCollection, AgreementExecutionEvent, AgreementExecutionEventCollection, AgreementExecutionService, AttributionException, AttributionExceptionCollection, AttributionPolicy, AttributionPolicyCollection, AttributionService, COMMISSION_ADJUSTMENT_KINDS, COMMISSION_BASES, COMMISSION_PAYOUT_STATUSES, COMMISSION_PLAN_STATUSES, COMMISSION_STATUSES, Commission, CommissionAdjustment, CommissionAdjustmentCollection, CommissionAdjustmentOperation, CommissionAdjustmentOperationCollection, CommissionAdjustmentReplayConflictError, CommissionAdjustmentService, CommissionAdjustmentValidationError, CommissionBalanceService, CommissionCalculationService, CommissionCollection, CommissionPayout, CommissionPayoutCollection, CommissionPayoutService, CommissionPlan, CommissionPlanCollection, CommissionSettlementService, DEFAULT_PIPELINE_KEY, DEFAULT_PIPELINE_STAGES, DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, EARNER_SOURCE_ATTRIBUTION_STATUSES, EARNER_STATUSES, EARNING_EVENT_KINDS, Earner, EarnerAttributionService, EarnerCollection, EarnerSourceAttribution, EarnerSourceAttributionCollection, EarningEvent, EarningEventCollection, ExecutedAgreement, ExecutedAgreementCollection, LEAD_HUMAN_ACTIVITY_KINDS, LEAD_STATUSES, Lead, LeadCollection, LeadWorkflowService, LeadWorkflowValidationError, MAX_CODE_GENERATION_ATTEMPTS, MAX_LEAD_WORKFLOW_TEXT_LENGTH, MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, OPPORTUNITY_STATUSES, Opportunity, OpportunityCollection, OpportunityConversion, OpportunityConversionCollection, PAYOUT_METHODS, PIPELINE_STATUSES, PipelineDefinition, PipelineDefinitionCollection, PipelineStage, PipelineStageCollection, QualifiedReferralOverrideError, REFERRAL_AGREEMENT_APPROVAL_MODES, REFERRAL_AGREEMENT_SOURCE_KIND, REFERRAL_AGREEMENT_STATUSES, REFERRAL_CODE_ALPHABET, REFERRAL_CODE_LENGTH, REFERRAL_LINK_STATUSES, REFERRAL_PROGRAM_STATUSES, REFERRAL_STATUSES, REFERRAL_TERMS_SNAPSHOT_KIND, REFERRAL_TOUCH_KINDS, REFERRER_STATUSES, Referral, ReferralAgreement, ReferralAgreementCollection, ReferralAgreementExecutionService, ReferralClickOperation, ReferralClickOperationCollection, ReferralClickReplayConflictError, ReferralClickValidationError, ReferralCollection, ReferralCommissionService, ReferralLink, ReferralLinkCollection, ReferralProgram, ReferralProgramCollection, ReferralQualificationService, ReferralTermSnapshot, ReferralTermSnapshotCollection, ReferralTouch, ReferralTouchCollection, Referrer, ReferrerCollection, SALES_ACTIVITY_KINDS, SALES_ACTIVITY_SUBJECT_KINDS, SALES_REPRESENTATIVE_STATUSES, SalesActivity, SalesActivityCollection, SalesRepresentative, SalesRepresentativeCollection, amountToCents, assertHttpTargetUrl, calculateCommissionAmountCents, centsToAmount, coerceAgreementDate, generateReferralCode, projectLeadWorkQueue, roundCents, sanitizeSignerEvidence, sanitizeSignerIntent, validateAttributionPolicyTerms, validateCommissionPlanComponents };

package/dist/manifest.json

@@ -2,7 +2,7 @@
   "version": "1.0.0",
   "timestamp": 0,
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.55.0",
+  "packageVersion": "0.55.2",
   "objects": {
     "@happyvertical/smrt-sales:AgreementExecutionCollection": {
       "name": "agreementexecutioncollection",
@@ -1332,6 +1332,7 @@
       "extends": "SmrtObject",
       "exportName": "AgreementExecution",
       "collectionExportName": "AgreementExecutionCollection",
+      "displayLabelField": "title",
       "validationRules": [
         {
           "field": "provider",
@@ -6084,6 +6085,7 @@
       "extends": "SmrtObject",
       "exportName": "CommissionPlan",
       "collectionExportName": "CommissionPlanCollection",
+      "displayLabelField": "name",
       "validationRules": [
         {
           "field": "planKey",
@@ -8585,6 +8587,7 @@
       "extends": "SmrtObject",
       "exportName": "Lead",
       "collectionExportName": "LeadCollection",
+      "displayLabelField": "name",
       "validationRules": [
         {
           "field": "name",
@@ -8963,6 +8966,7 @@
       "extends": "SmrtObject",
       "exportName": "Opportunity",
       "collectionExportName": "OpportunityCollection",
+      "displayLabelField": "name",
       "validationRules": [
         {
           "field": "name",
@@ -9524,6 +9528,7 @@
       "extends": "SmrtObject",
       "exportName": "PipelineDefinition",
       "collectionExportName": "PipelineDefinitionCollection",
+      "displayLabelField": "name",
       "validationRules": [
         {
           "field": "key",
@@ -9758,6 +9763,7 @@
       "extends": "SmrtObject",
       "exportName": "PipelineStage",
       "collectionExportName": "PipelineStageCollection",
+      "displayLabelField": "name",
       "validationRules": [
         {
           "field": "pipelineId",
@@ -10255,6 +10261,7 @@
       "extends": "SmrtObject",
       "exportName": "SalesRepresentative",
       "collectionExportName": "SalesRepresentativeCollection",
+      "displayLabelField": "title",
       "schema": {
         "tableName": "sales_representatives",
         "ddl": "CREATE TABLE IF NOT EXISTS \"sales_representatives\" (\n  \"id\" UUID PRIMARY KEY NOT NULL,\n  \"slug\" TEXT NOT NULL,\n  \"context\" TEXT NOT NULL DEFAULT '',\n  \"created_at\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\n  \"updated_at\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\n  \"tenant_id\" UUID,\n  \"profile_id\" UUID,\n  \"earner_id\" UUID,\n  \"status\" TEXT DEFAULT 'active',\n  \"title\" TEXT DEFAULT '',\n  \"metadata\" TEXT DEFAULT '{}'\n);",
@@ -14476,6 +14483,7 @@
       "extends": "SmrtObject",
       "exportName": "ReferralLink",
       "collectionExportName": "ReferralLinkCollection",
+      "displayLabelField": "label",
       "validationRules": [
         {
           "field": "referrerId",
@@ -14749,6 +14757,7 @@
       "extends": "SmrtObject",
       "exportName": "ReferralProgram",
       "collectionExportName": "ReferralProgramCollection",
+      "displayLabelField": "name",
       "validationRules": [
         {
           "field": "key",
@@ -15317,6 +15326,7 @@
       "extends": "SmrtObject",
       "exportName": "ReferralTouch",
       "collectionExportName": "ReferralTouchCollection",
+      "displayLabelField": "code",
       "validationRules": [
         {
           "field": "referrerId",

package/dist/referrals.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-B51ohBYo.js";
+import "./chunks/__smrt-register__-C3xJS35z.js";
 import { A as ReferralClickOperation, B as ATTRIBUTION_RESOLUTION_MODES, C as ReferralTouchCollection, D as ReferralCollection, E as assertHttpTargetUrl, F as validateAttributionPolicyTerms, G as REFERRAL_STATUSES, H as REFERRAL_AGREEMENT_STATUSES, I as ATTRIBUTION_CONFLICT_BEHAVIORS, J as AttributionExceptionCollection, K as REFERRAL_TOUCH_KINDS, L as ATTRIBUTION_CREDIT_MODES, M as ReferralAgreement, N as AttributionPolicyCollection, O as Referral, P as AttributionPolicy, R as ATTRIBUTION_EXCEPTION_STATUSES, S as generateReferralCode, T as ReferralLink, U as REFERRAL_LINK_STATUSES, V as REFERRAL_AGREEMENT_APPROVAL_MODES, W as REFERRAL_PROGRAM_STATUSES, Y as AttributionException, _ as REFERRAL_CODE_ALPHABET, a as ReferralAgreementExecutionService, b as ReferralClickValidationError, c as ReferrerCollection, d as ReferralTermSnapshot, f as ReferralProgramCollection, g as MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, h as MAX_CODE_GENERATION_ATTEMPTS, i as REFERRAL_AGREEMENT_SOURCE_KIND, j as ReferralAgreementCollection, k as ReferralClickOperationCollection, l as Referrer, m as DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, n as REFERRAL_TERMS_SNAPSHOT_KIND, o as AttributionService, p as ReferralProgram, q as REFERRER_STATUSES, r as ReferralCommissionService, s as QualifiedReferralOverrideError, t as ReferralQualificationService, u as ReferralTermSnapshotCollection, v as REFERRAL_CODE_LENGTH, w as ReferralTouch, x as ReferralLinkCollection, y as ReferralClickReplayConflictError, z as ATTRIBUTION_POLICY_STATUSES } from "./chunks/referrals-CrFDsdq-.js";
 export { ATTRIBUTION_CONFLICT_BEHAVIORS, ATTRIBUTION_CREDIT_MODES, ATTRIBUTION_EXCEPTION_STATUSES, ATTRIBUTION_POLICY_STATUSES, ATTRIBUTION_RESOLUTION_MODES, AttributionException, AttributionExceptionCollection, AttributionPolicy, AttributionPolicyCollection, AttributionService, DEFAULT_REFERRAL_CLICK_EVIDENCE_MAX_BYTES, MAX_CODE_GENERATION_ATTEMPTS, MAX_REFERRAL_CLICK_IDEMPOTENCY_KEY_BYTES, QualifiedReferralOverrideError, REFERRAL_AGREEMENT_APPROVAL_MODES, REFERRAL_AGREEMENT_SOURCE_KIND, REFERRAL_AGREEMENT_STATUSES, REFERRAL_CODE_ALPHABET, REFERRAL_CODE_LENGTH, REFERRAL_LINK_STATUSES, REFERRAL_PROGRAM_STATUSES, REFERRAL_STATUSES, REFERRAL_TERMS_SNAPSHOT_KIND, REFERRAL_TOUCH_KINDS, REFERRER_STATUSES, Referral, ReferralAgreement, ReferralAgreementCollection, ReferralAgreementExecutionService, ReferralClickOperation, ReferralClickOperationCollection, ReferralClickReplayConflictError, ReferralClickValidationError, ReferralCollection, ReferralCommissionService, ReferralLink, ReferralLinkCollection, ReferralProgram, ReferralProgramCollection, ReferralQualificationService, ReferralTermSnapshot, ReferralTermSnapshotCollection, ReferralTouch, ReferralTouchCollection, Referrer, ReferrerCollection, assertHttpTargetUrl, generateReferralCode, validateAttributionPolicyTerms };

package/dist/smrt-knowledge.json

@@ -3,16 +3,16 @@
   "sensitiveFieldsExcluded": true,
   "generatedAt": "1970-01-01T00:00:00.000Z",
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.55.0",
+  "packageVersion": "0.55.2",
   "sourceManifestPath": "dist/manifest.json",
   "agentDocPath": "AGENTS.md",
   "sourceHashes": {
-    "manifest": "94025c569abddc558b0f8a183039e6f444a799d4a6d81a83d2604199414bb4d1",
-    "packageJson": "96f4e8db0aaf6150f41cfb1697df3c40590e6634e58a6650adde4df4188c7e55",
-    "agents": "5f8df148793d29cea2d9fba8122b347028ea691302956f3885a8a086138c82f1",
+    "manifest": "4c6fc2c09e7b3cb485f4fcf75dc9759f341f834bbc5cef28c08eda7336eecb18",
+    "packageJson": "280e203758d634fb1a92d2a944be18476fb0d5f82214e950f80ab103dddea274",
+    "agents": "3100099d7cef116237e4deb4f83e32d836f3cc26e0f68a7dd55f14de942eda11",
     "moduleDoc:agents/agreements.md": "eb6ff147a0f60ee627d3337e8e9394d06fda955b4a4fff228537a9bd2803f886",
     "moduleDoc:agents/commissions.md": "e047024aafe5edcf072c1a6b7ea253c24cb15f2fa1beb2edd13651e735921f73",
-    "moduleDoc:agents/crm.md": "b5b8d092a29c23c838adb74855123f6d1f2589d919708e418fb753817dd2dd13",
+    "moduleDoc:agents/crm.md": "b2c01c33e6ac559ba32073a089760d885095969d2ad749c30428c76e6aa2cc71",
     "moduleDoc:agents/referrals.md": "e64b64aad4b3feea08f172a18e3992539d761b5f05ac4e5107338a700c0cc4ce",
     "moduleDoc:agents/svelte.md": "819f690b91cf93980f6f79e89da8d9629ca6e5c565494e3fd2ca3be7587ad6de"
   },
@@ -474,6 +474,7 @@
     {
       "name": "AgreementExecution",
       "qualifiedName": "@happyvertical/smrt-sales:AgreementExecution",
+      "displayLabelField": "title",
       "collection": "agreementexecutions",
       "tableName": "agreement_executions",
       "packageName": "@happyvertical/smrt-sales",
@@ -3596,6 +3597,7 @@
     {
       "name": "CommissionPlan",
       "qualifiedName": "@happyvertical/smrt-sales:CommissionPlan",
+      "displayLabelField": "name",
       "collection": "commissionplans",
       "tableName": "commission_plans",
       "packageName": "@happyvertical/smrt-sales",
@@ -5391,6 +5393,7 @@
     {
       "name": "Lead",
       "qualifiedName": "@happyvertical/smrt-sales:Lead",
+      "displayLabelField": "name",
       "collection": "leads",
       "tableName": "leads",
       "packageName": "@happyvertical/smrt-sales",
@@ -5779,6 +5782,7 @@
     {
       "name": "Opportunity",
       "qualifiedName": "@happyvertical/smrt-sales:Opportunity",
+      "displayLabelField": "name",
       "collection": "opportunities",
       "tableName": "opportunities",
       "packageName": "@happyvertical/smrt-sales",
@@ -6293,6 +6297,7 @@
     {
       "name": "PipelineDefinition",
       "qualifiedName": "@happyvertical/smrt-sales:PipelineDefinition",
+      "displayLabelField": "name",
       "collection": "pipelinedefinitions",
       "tableName": "pipeline_definitions",
       "packageName": "@happyvertical/smrt-sales",
@@ -6498,6 +6503,7 @@
     {
       "name": "PipelineStage",
       "qualifiedName": "@happyvertical/smrt-sales:PipelineStage",
+      "displayLabelField": "name",
       "collection": "pipelinestages",
       "tableName": "pipeline_stages",
       "packageName": "@happyvertical/smrt-sales",
@@ -6876,6 +6882,7 @@
     {
       "name": "SalesRepresentative",
       "qualifiedName": "@happyvertical/smrt-sales:SalesRepresentative",
+      "displayLabelField": "title",
       "collection": "salesrepresentatives",
       "tableName": "sales_representatives",
       "packageName": "@happyvertical/smrt-sales",
@@ -9857,6 +9864,7 @@
     {
       "name": "ReferralLink",
       "qualifiedName": "@happyvertical/smrt-sales:ReferralLink",
+      "displayLabelField": "label",
       "collection": "referrallinks",
       "tableName": "referral_links",
       "packageName": "@happyvertical/smrt-sales",
@@ -10117,6 +10125,7 @@
     {
       "name": "ReferralProgram",
       "qualifiedName": "@happyvertical/smrt-sales:ReferralProgram",
+      "displayLabelField": "name",
       "collection": "referralprograms",
       "tableName": "referral_programs",
       "packageName": "@happyvertical/smrt-sales",
@@ -10540,6 +10549,7 @@
     {
       "name": "ReferralTouch",
       "qualifiedName": "@happyvertical/smrt-sales:ReferralTouch",
+      "displayLabelField": "code",
       "collection": "referraltouches",
       "tableName": "referral_touches",
       "packageName": "@happyvertical/smrt-sales",
@@ -14355,7 +14365,7 @@
     "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 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",
+  "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, nonterminal Opportunity stage movement, and terminal closure with optional conversion links. Optional intake `profileId` is stored and fingerprinted but remains host-authorized. 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",
@@ -14370,7 +14380,7 @@
     {
       "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 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"
+      "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, nonterminal Opportunity stage movement, 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.\nThe optional `profileId` is a host-authorized cross-package identity link and is\npart of that immutable retry intent; Sales stores it but does not authorize or\nload the referenced Profile.\n\n`qualifyLead()` delegates to `LeadCollection.qualify()` on the same transaction\nexecutor and returns whether the Opportunity was newly created.\n`moveOpportunityToStage()` locks an open Opportunity and atomically moves it to\na nonterminal stage in the same tenant and pipeline. An exact stage/probability\nretry is a no-op; a conflicting same-stage probability is refused. Terminal\nstages remain exclusive to `closeOpportunity()`, which\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",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@happyvertical/smrt-sales",
-  "version": "0.55.0",
+  "version": "0.55.2",
   "smrtJsdoc": "strict",
   "description": "Modular sales for the SMRT framework: agreement execution, CRM, referral intake, neutral commissions, and reusable Svelte surfaces",
   "type": "module",
@@ -42,18 +42,18 @@
     "./manifest.json": "./dist/manifest.json"
   },
   "dependencies": {
-    "@happyvertical/signatures": "^0.102.1",
-    "@happyvertical/smrt-assets": "0.55.0",
-    "@happyvertical/smrt-core": "0.55.0",
-    "@happyvertical/smrt-tenancy": "0.55.0",
-    "@happyvertical/smrt-ui": "0.55.0",
-    "@happyvertical/sql": "^0.102.1"
+    "@happyvertical/signatures": "^0.102.2",
+    "@happyvertical/smrt-assets": "0.55.2",
+    "@happyvertical/smrt-core": "0.55.2",
+    "@happyvertical/smrt-tenancy": "0.55.2",
+    "@happyvertical/smrt-ui": "0.55.2",
+    "@happyvertical/sql": "^0.102.2"
   },
   "peerDependencies": {
     "svelte": "^5.57.0"
   },
   "devDependencies": {
-    "@happyvertical/smrt-vitest": "0.55.0",
+    "@happyvertical/smrt-vitest": "0.55.2",
     "@sveltejs/package": "^2.5.8",
     "@sveltejs/vite-plugin-svelte": "^7.3.0",
     "@types/node": "24.13.6",