@happyvertical/smrt-sales 0.57.20 → 0.57.22

package/dist/chunks/{crm-DaUkdNoG.js → crm-BRICSwf2.js}

@@ -1842,6 +1842,153 @@ var SalesPipelineRecipe = class extends SmrtRecipe {
 	};
 };
 //#endregion
+//#region src/crm/services/LeadConversionService.ts
+var LeadConversionService = class LeadConversionService {
+	constructor(leads, activities, callerTransaction) {
+		this.leads = leads;
+		this.activities = activities;
+		this.callerTransaction = callerTransaction;
+	}
+	leads;
+	activities;
+	callerTransaction;
+	/** Bind read access to any initialized executor; mutations require caller mode. */
+	static async create(options) {
+		if (!options.db) throw new Error("Lead conversion requires an initialized database");
+		const collectionOptions = {
+			db: options.db,
+			_reuseInitializedDb: true,
+			_deferRuntimeInitialization: true
+		};
+		return new LeadConversionService(await LeadCollection.create(collectionOptions), await SalesActivityCollection.create(collectionOptions), options.transaction === "caller");
+	}
+	/** Read the tenant-local receipt, failing closed for inaccessible Leads. */
+	async getForLead(input) {
+		const scope = await this.scope(input);
+		const id = receiptId(scope);
+		const activity = await this.activities.get({ id }, { cache: false });
+		if (!activity) return null;
+		const envelope = activity.getMetadata();
+		if (activity.tenantId !== scope.tenantId || activity.subjectKind !== "lead" || activity.subjectId !== scope.leadId || activity.activityKind !== "lead_conversion" || envelope.targetKind !== scope.targetKind || typeof envelope.targetId !== "string" || !envelope.targetId || !isObject(envelope.metadata)) throw new Error("Lead conversion receipt is inconsistent");
+		return {
+			...scope,
+			id,
+			targetId: envelope.targetId,
+			actorProfileId: activity.actorProfileId,
+			metadata: envelope.metadata
+		};
+	}
+	/** Resolve originating Leads for a host target without exposing receipt storage. */
+	async findForTarget(input) {
+		const tenantId = requireTenantId();
+		if (input.tenantId !== tenantId) throw new Error("Lead is unavailable in the active tenant");
+		const targetKind = text(input.targetKind, "targetKind");
+		const targetId = text(input.targetId, "targetId");
+		const candidates = await this.activities.list({
+			where: {
+				tenantId,
+				subjectKind: "lead",
+				activityKind: "lead_conversion"
+			},
+			orderBy: "created_at ASC"
+		});
+		const receipts = [];
+		for (const candidate of candidates) {
+			const metadata = candidate.getMetadata();
+			if (metadata.targetKind !== targetKind || metadata.targetId !== targetId) continue;
+			const receipt = await this.getForLead({
+				tenantId,
+				leadId: candidate.subjectId,
+				targetKind
+			});
+			if (receipt && receipt.id === candidate.id && receipt.targetId === targetId) receipts.push(receipt);
+		}
+		return receipts;
+	}
+	/** Exact retries preserve the original actor and receipt; changed intent fails. */
+	async recordForLead(input) {
+		if (!this.callerTransaction) throw new Error("Lead conversion requires a caller-owned transaction");
+		const targetId = text(input.targetId, "targetId");
+		const actorProfileId = text(input.actorProfileId, "actorProfileId");
+		const metadata = jsonObject(input.metadata ?? {});
+		const existing = await this.getForLead(input);
+		if (existing) {
+			if (existing.targetId !== targetId || stableJson(existing.metadata) !== stableJson(metadata)) throw new Error("Lead conversion already recorded with different intent");
+			return existing;
+		}
+		const scope = await this.scope(input);
+		const id = receiptId(scope);
+		await this.activities.create({
+			id,
+			tenantId: scope.tenantId,
+			subjectKind: "lead",
+			subjectId: scope.leadId,
+			activityKind: "lead_conversion",
+			summary: `Lead converted to ${scope.targetKind}`,
+			actorProfileId,
+			metadata: JSON.stringify({
+				targetKind: scope.targetKind,
+				targetId,
+				metadata
+			})
+		});
+		return {
+			...scope,
+			id,
+			targetId,
+			actorProfileId,
+			metadata
+		};
+	}
+	async scope(input) {
+		const tenantId = requireTenantId();
+		if (input.tenantId !== tenantId) throw new Error("Lead is unavailable in the active tenant");
+		const leadId = text(input.leadId, "leadId");
+		const targetKind = text(input.targetKind, "targetKind");
+		const lead = await this.leads.get({ id: leadId }, { cache: false });
+		if (!lead || lead.tenantId !== tenantId) throw new Error("Lead is unavailable in the active tenant");
+		return {
+			tenantId,
+			leadId,
+			targetKind
+		};
+	}
+};
+function text(value, name) {
+	if (typeof value !== "string" || !value.trim() || value !== value.trim()) throw new Error(`Lead conversion ${name} must be a nonempty trimmed string`);
+	return value;
+}
+function isObject(value) {
+	return value !== null && typeof value === "object" && !Array.isArray(value);
+}
+function jsonObject(value) {
+	if (!isObject(value)) throw new Error("Lead conversion metadata must be a JSON object");
+	let encoded;
+	try {
+		encoded = JSON.stringify(value, (_key, item) => {
+			if (typeof item === "function" || typeof item === "symbol" || typeof item === "undefined" || typeof item === "number" && !Number.isFinite(item)) throw new Error("Non-JSON metadata");
+			return item;
+		});
+	} catch {
+		throw new Error("Lead conversion metadata must contain only JSON data");
+	}
+	return JSON.parse(encoded);
+}
+function stableJson(value) {
+	if (Array.isArray(value)) return `[${value.map(stableJson).join(",")}]`;
+	if (isObject(value)) return `{${Object.keys(value).sort().map((key) => `${JSON.stringify(key)}:${stableJson(value[key])}`).join(",")}}`;
+	return JSON.stringify(value);
+}
+function receiptId(scope) {
+	const hash = createHash("sha256").update(JSON.stringify([
+		"lead-conversion-v1",
+		scope.tenantId,
+		scope.leadId,
+		scope.targetKind
+	])).digest("hex");
+	return `${hash.slice(0, 8)}-${hash.slice(8, 12)}-5${hash.slice(13, 16)}-a${hash.slice(17, 20)}-${hash.slice(20, 32)}`;
+}
+//#endregion
 //#region src/crm/services/LeadWorkflowService.ts
 var LEAD_HUMAN_ACTIVITY_KINDS = [
 	"note",
@@ -2171,6 +2318,49 @@ var LeadWorkflowService = class LeadWorkflowService {
 			};
 		});
 	}
+	/** Correct editable contact fields with one actor-attributed audit and row lock. */
+	async updateLeadContact(input) {
+		const actorProfileId = this.requireIdentifier(input.actorProfileId, "actorProfileId");
+		const name = typeof input.name === "string" ? input.name.trim() : "";
+		const contactName = typeof input.contactName === "string" ? input.contactName.trim() : "";
+		const email = typeof input.email === "string" ? input.email.trim().toLowerCase() : "";
+		if (!name) throw this.refusal("name_required", "Lead name is required");
+		if ([
+			name,
+			contactName,
+			email
+		].some((value) => value.length > 1e3)) throw this.refusal("invalid_metadata", "Lead contact text is too long");
+		if (email && !/^[^\s@]+@[^\s@]+\.[^\s@]+$/u.test(email)) throw this.refusal("invalid_email", "Lead email is invalid");
+		return await this.runMutation(async (deps, tenantId) => {
+			const lead = await this.lockLead(deps, input.leadId, tenantId);
+			if (lead.status === "merged") throw this.refusal("lead_not_actionable", "Merged Lead contact cannot be corrected");
+			if (!email && !lead.phone.trim()) throw this.refusal("contact_required", "Lead requires at least one of email or phone");
+			const before = {
+				name: lead.name,
+				contactName: lead.contactName,
+				email: lead.email
+			};
+			const after = {
+				name,
+				contactName,
+				email
+			};
+			if (before.name === name && before.contactName === contactName && before.email === email) return lead;
+			Object.assign(lead, after);
+			await lead.save();
+			await this.appendAudit(deps.activities, lead, {
+				actorProfileId,
+				activityKind: "contact_update",
+				summary: "Corrected lead contact",
+				metadata: {
+					before,
+					after,
+					occurredAt: this.now(input.now).toISOString()
+				}
+			});
+			return lead;
+		});
+	}
 	/** Start a new Lead or reopen a disqualified Lead for active follow-up. */
 	async startWorking(input) {
 		const actorProfileId = this.requireIdentifier(input.actorProfileId, "actorProfileId");
@@ -2678,6 +2868,6 @@ function uuidFromHash(hash) {
 	return `${value.slice(0, 8)}-${value.slice(8, 12)}-${value.slice(12, 16)}-${value.slice(16, 20)}-${value.slice(20)}`;
 }
 //#endregion
-export { OPPORTUNITY_STATUSES as C, SALES_REPRESENTATIVE_STATUSES as D, SALES_ACTIVITY_SUBJECT_KINDS as E, Lead as O, LEAD_STATUSES as S, SALES_ACTIVITY_KINDS as T, PipelineStageCollection as _, projectLeadWorkQueue as a, DEFAULT_PIPELINE_KEY as b, OpportunityConversion as c, SalesRepresentative as d, PipelineDefinitionCollection as f, SalesActivity as g, SalesActivityCollection as h, MAX_LEAD_WORKFLOW_TEXT_LENGTH as i, LeadCollection as l, OpportunityCollection as m, LeadWorkflowService as n, SalesPipelineRecipe as o, PipelineDefinition as p, LeadWorkflowValidationError as r, OpportunityConversionCollection as s, LEAD_HUMAN_ACTIVITY_KINDS as t, SalesRepresentativeCollection as u, PipelineStage as v, PIPELINE_STATUSES as w, DEFAULT_PIPELINE_STAGES as x, Opportunity as y };
+export { LEAD_STATUSES as C, SALES_ACTIVITY_SUBJECT_KINDS as D, SALES_ACTIVITY_KINDS as E, SALES_REPRESENTATIVE_STATUSES as O, DEFAULT_PIPELINE_STAGES as S, PIPELINE_STATUSES as T, SalesActivity as _, projectLeadWorkQueue as a, Opportunity as b, OpportunityConversionCollection as c, SalesRepresentativeCollection as d, SalesRepresentative as f, SalesActivityCollection as g, OpportunityCollection as h, MAX_LEAD_WORKFLOW_TEXT_LENGTH as i, Lead as k, OpportunityConversion as l, PipelineDefinition as m, LeadWorkflowService as n, LeadConversionService as o, PipelineDefinitionCollection as p, LeadWorkflowValidationError as r, SalesPipelineRecipe as s, LEAD_HUMAN_ACTIVITY_KINDS as t, LeadCollection as u, PipelineStageCollection as v, OPPORTUNITY_STATUSES as w, DEFAULT_PIPELINE_KEY as x, PipelineStage as y };
 
-//# sourceMappingURL=crm-DaUkdNoG.js.map
+//# sourceMappingURL=crm-BRICSwf2.js.map