@happyvertical/smrt-sales 0.57.20 → 0.57.22

package/dist/commissions.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-JXsLTRj7.js";
+import "./chunks/__smrt-register__-bn1C2AUF.js";
 import { A as COMMISSION_BASES, B as WATERFALL_POOL_RESIDUAL_RULES, C as WaterfallRecipientResolverRegistry, D as validateWaterfallPlan, E as prepareWaterfallPools, F as EARNER_SOURCE_ATTRIBUTION_STATUSES, G as Commission, H as CommissionPayoutCollection, I as EARNER_STATUSES, J as CommissionAdjustmentCollection, K as CommissionAdjustmentOperationCollection, L as EARNING_EVENT_KINDS, M as COMMISSION_PLAN_STATUSES, N as COMMISSION_STATUSES, O as ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, P as EARNER_KINDS, R as PAYOUT_METHODS, S as validateCommissionPlanComponents, T as calculateWaterfallWithPools, U as CommissionPayout, V as WATERFALL_POOL_ZERO_WEIGHT_RULES, W as CommissionCollection, Y as CommissionAdjustment, _ as EarnerCollection, a as CommissionBalanceService, b as CommissionPlanCollection, c as CommissionAdjustmentValidationError, d as centsToAmount, f as roundCents, g as EarnerSourceAttribution, h as EarnerSourceAttributionCollection, i as CommissionCalculationService, j as COMMISSION_PAYOUT_STATUSES, k as COMMISSION_ADJUSTMENT_KINDS, l as amountToCents, m as EarningEvent, n as CommissionSettlementService, o as CommissionAdjustmentReplayConflictError, p as EarningEventCollection, q as CommissionAdjustmentOperation, r as CommissionPayoutService, s as CommissionAdjustmentService, t as EarnerAttributionService, u as calculateCommissionAmountCents, v as Earner, w as calculateWaterfall, x as CommissionPlan, y as validatePayoutDestination, z as PAYOUT_METHODS_REQUIRING_DESTINATION } from "./chunks/commissions-D5x24d4o.js";
 export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, 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, EARNER_KINDS, EARNER_SOURCE_ATTRIBUTION_STATUSES, EARNER_STATUSES, EARNING_EVENT_KINDS, Earner, EarnerAttributionService, EarnerCollection, EarnerSourceAttribution, EarnerSourceAttributionCollection, EarningEvent, EarningEventCollection, PAYOUT_METHODS, PAYOUT_METHODS_REQUIRING_DESTINATION, WATERFALL_POOL_RESIDUAL_RULES, WATERFALL_POOL_ZERO_WEIGHT_RULES, WaterfallRecipientResolverRegistry, amountToCents, calculateCommissionAmountCents, calculateWaterfall, calculateWaterfallWithPools, centsToAmount, prepareWaterfallPools, roundCents, validateCommissionPlanComponents, validatePayoutDestination, validateWaterfallPlan };

package/dist/crm/index.d.ts

@@ -24,7 +24,9 @@ export { PipelineStage } from './models/PipelineStage.js';
 export { SalesActivity } from './models/SalesActivity.js';
 export { SalesRepresentative } from './models/SalesRepresentative.js';
 export { SalesPipelineRecipe } from './recipes.js';
-export type { AssignLeadInput, AssignLeadResult, CloseOpportunityInput, CloseOpportunityResult, CompleteLeadNextActionInput, CompleteLeadNextActionResult, CreateLeadInput, CreateLeadResult, DisqualifyLeadInput, GetLeadWorkStateInput, LeadDedupePolicy, LeadHumanActivityKind, LeadWorkflowValidationReason, LeadWorkQueueInput, LeadWorkQueueProjection, LeadWorkQueueState, LeadWorkState, MoveOpportunityToStageInput, MoveOpportunityToStageResult, OpportunityConversionInput, QualifyLeadInput, QualifyLeadResult, RecordLeadActivityInput, ScheduleLeadNextActionInput, StartWorkingInput, } from './services/LeadWorkflowService.js';
+export type { GetLeadConversionInput, LeadConversionReceipt, RecordLeadConversionInput, } from './services/LeadConversionService.js';
+export { LeadConversionService } from './services/LeadConversionService.js';
+export type { AssignLeadInput, AssignLeadResult, CloseOpportunityInput, CloseOpportunityResult, CompleteLeadNextActionInput, CompleteLeadNextActionResult, CreateLeadInput, CreateLeadResult, DisqualifyLeadInput, GetLeadWorkStateInput, LeadDedupePolicy, LeadHumanActivityKind, LeadWorkflowValidationReason, LeadWorkQueueInput, LeadWorkQueueProjection, LeadWorkQueueState, LeadWorkState, MoveOpportunityToStageInput, MoveOpportunityToStageResult, OpportunityConversionInput, QualifyLeadInput, QualifyLeadResult, RecordLeadActivityInput, ScheduleLeadNextActionInput, StartWorkingInput, UpdateLeadContactInput, } from './services/LeadWorkflowService.js';
 export { LEAD_HUMAN_ACTIVITY_KINDS, LeadWorkflowService, LeadWorkflowValidationError, MAX_LEAD_WORKFLOW_TEXT_LENGTH, projectLeadWorkQueue, } from './services/LeadWorkflowService.js';
 export type { LeadInboxItem, LeadInboxOptions, LeadInboxResult, LeadInboxSort, LeadInboxStatusCounts, } from './services/lead-inbox.js';
 export * from './types.js';

package/dist/crm/index.d.ts.map

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

@@ -0,0 +1,49 @@
+import type { SmrtClassOptions } from '@happyvertical/smrt-core';
+/** Scope of one downstream conversion. Target kinds are host-defined. */
+export interface GetLeadConversionInput {
+    tenantId: string;
+    leadId: string;
+    targetKind: string;
+}
+/** Immutable host-created downstream target and its provenance. */
+export interface LeadConversionReceipt extends GetLeadConversionInput {
+    id: string;
+    targetId: string;
+    actorProfileId: string;
+    metadata: Record<string, unknown>;
+}
+/** Record a target the host created within the same transaction. */
+export interface RecordLeadConversionInput extends GetLeadConversionInput {
+    targetId: string;
+    actorProfileId: string;
+    metadata?: Record<string, unknown>;
+}
+/**
+ * Records an early Lead conversion without qualifying or closing a deal.
+ * The host must authorize inputs, own the transaction, and serialize writes
+ * for the tenant/lead/targetKind scope before creating a target. This service
+ * participates in that executor and never opens a nested transaction. Returned
+ * receipts are plain data; use them only after the caller commits.
+ */
+export declare class LeadConversionService {
+    private readonly leads;
+    private readonly activities;
+    private readonly callerTransaction;
+    private constructor();
+    /** Bind read access to any initialized executor; mutations require caller mode. */
+    static create(options: SmrtClassOptions & {
+        transaction?: 'caller';
+    }): Promise<LeadConversionService>;
+    /** Read the tenant-local receipt, failing closed for inaccessible Leads. */
+    getForLead(input: GetLeadConversionInput): Promise<LeadConversionReceipt | null>;
+    /** Resolve originating Leads for a host target without exposing receipt storage. */
+    findForTarget(input: {
+        tenantId: string;
+        targetKind: string;
+        targetId: string;
+    }): Promise<LeadConversionReceipt[]>;
+    /** Exact retries preserve the original actor and receipt; changed intent fails. */
+    recordForLead(input: RecordLeadConversionInput): Promise<LeadConversionReceipt>;
+    private scope;
+}
+//# sourceMappingURL=LeadConversionService.d.ts.map

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

@@ -0,0 +1 @@
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package/dist/crm/services/LeadWorkflowService.d.ts

@@ -144,6 +144,15 @@ export interface AssignLeadResult {
     /** `false` when the active representative already owned the Lead. */
     changed: boolean;
 }
+/** Operator-authorized correction; identity and acquisition provenance stay intact. */
+export interface UpdateLeadContactInput {
+    leadId: string;
+    actorProfileId: string;
+    name: string;
+    contactName: string;
+    email: string;
+    now?: Date;
+}
 export interface StartWorkingInput {
     leadId: string;
     actorProfileId: string;
@@ -214,6 +223,8 @@ export declare class LeadWorkflowService {
     closeOpportunity(input: CloseOpportunityInput): Promise<CloseOpportunityResult>;
     /** Assign or reassign an active representative, with one audit row per change. */
     assignLead(input: AssignLeadInput): Promise<AssignLeadResult>;
+    /** Correct editable contact fields with one actor-attributed audit and row lock. */
+    updateLeadContact(input: UpdateLeadContactInput): Promise<Lead>;
     /** Start a new Lead or reopen a disqualified Lead for active follow-up. */
     startWorking(input: StartWorkingInput): Promise<Lead>;
     /** Disqualify a new or working Lead with a required bounded rationale. */

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

@@ -1 +1 @@
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+{"version":3,"file":"LeadWorkflowService.d.ts","sourceRoot":"","sources":["../../../src/crm/services/LeadWorkflowService.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAGH,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,0BAA0B,CAAC;AAajE,OAAO,KAAK,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAC9C,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAC5D,OAAO,KAAK,EAAE,qBAAqB,EAAE,MAAM,oCAAoC,CAAC;AAEhF,OAAO,EAEL,KAAK,aAAa,EACnB,MAAM,4BAA4B,CAAC;AACpC,OAAO,KAAK,EAAE,mBAAmB,EAAE,MAAM,kCAAkC,CAAC;AAC5E,OAAO,KAAK,EAAE,UAAU,EAAE,MAAM,aAAa,CAAC;AAE9C,oFAAoF;AACpF,eAAO,MAAM,yBAAyB,+CAK5B,CAAC;AACX,MAAM,MAAM,qBAAqB,GAAG,CAAC,OAAO,yBAAyB,CAAC,CAAC,MAAM,CAAC,CAAC;AAE/E,gFAAgF;AAChF,eAAO,MAAM,6BAA6B,OAAQ,CAAC;AAKnD,+DAA+D;AAC/D,MAAM,MAAM,kBAAkB,GAC1B,UAAU,GACV,YAAY,GACZ,YAAY,GACZ,gBAAgB,GAChB,SAAS,GACT,WAAW,GACX,UAAU,CAAC;AAEf,wFAAwF;AACxF,MAAM,WAAW,kBAAkB;IACjC,MAAM,EAAE,UAAU,CAAC;IACnB,UAAU,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;IAC3B,UAAU,CAAC,EAAE;QAAE,KAAK,CAAC,EAAE,IAAI,GAAG,IAAI,CAAA;KAAE,GAAG,IAAI,CAAC;IAC5C,iEAAiE;IACjE,GAAG,CAAC,EAAE,IAAI,CAAC;IACX;;;OAGG;IACH,QAAQ,CAAC,EAAE,MAAM,CAAC;CACnB;AAED,mDAAmD;AACnD,MAAM,WAAW,uBAAuB;IACtC,KAAK,EAAE,kBAAkB,CAAC;IAC1B,YAAY,EAAE,OAAO,CAAC;IACtB,YAAY,EAAE,OAAO,CAAC;IACtB,eAAe,EAAE,OAAO,CAAC;IACzB,SAAS,EAAE,OAAO,CAAC;IACnB,UAAU,EAAE,OAAO,CAAC;IACpB,UAAU,EAAE,OAAO,CAAC;IACpB,UAAU,EAAE,OAAO,CAAC;IACpB,YAAY,EAAE,OAAO,CAAC;CACvB;AAED;;;;GAIG;AACH,wBAAgB,oBAAoB,CAClC,KAAK,EAAE,kBAAkB,GACxB,uBAAuB,CAkBzB;AAED,6EAA6E;AAC7E,MAAM,WAAW,aAAa;IAC5B,IAAI,EAAE,IAAI,CAAC;IACX,KAAK,EAAE,mBAAmB,GAAG,IAAI,CAAC;IAClC,gBAAgB,EAAE,aAAa,GAAG,IAAI,CAAC;IACvC,yEAAyE;IACzE,WAAW,EAAE,WAAW,GAAG,IAAI,CAAC;IAChC,KAAK,EAAE,uBAAuB,CAAC;CAChC;AAED,MAAM,MAAM,gBAAgB,GAAG,MAAM,GAAG,OAAO,GAAG,cAAc,CAAC;AAEjE,MAAM,WAAW,eAAe;IAC9B,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,gBAAgB,CAAC,EAAE,MAAM,CAAC;IAC1B,4EAA4E;IAC5E,SAAS,CAAC,EAAE,MAAM,CAAC;IACnB,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,kBAAkB,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC;IAC7C,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,cAAc,CAAC,EAAE,MAAM,CAAC;IACxB,MAAM,CAAC,EAAE,gBAAgB,CAAC;IAC1B,cAAc,CAAC,EAAE,MAAM,CAAC;IACxB,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,gBAAgB;IAC/B,IAAI,EAAE,IAAI,CAAC;IACX,OAAO,EAAE,OAAO,CAAC;IACjB,+EAA+E;IAC/E,WAAW,CAAC,EAAE,IAAI,CAAC;CACpB;AAED,MAAM,WAAW,gBAAgB;IAC/B,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,cAAc,EAAE,MAAM,CAAC;IACvB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,kBAAkB,CAAC,EAAE,MAAM,CAAC;IAC5B,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,eAAe,CAAC,EAAE,IAAI,GAAG,IAAI,CAAC;IAC9B,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,iBAAiB;IAChC,IAAI,EAAE,IAAI,CAAC;IACX,WAAW,EAAE,WAAW,CAAC;IACzB,OAAO,EAAE,OAAO,CAAC;CAClB;AAED,MAAM,WAAW,2BAA2B;IAC1C,aAAa,EAAE,MAAM,CAAC;IACtB,OAAO,EAAE,MAAM,CAAC;IAChB,cAAc,EAAE,MAAM,CAAC;IACvB,mBAAmB,CAAC,EAAE,MAAM,CAAC;IAC7B,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,4BAA4B;IAC3C,WAAW,EAAE,WAAW,CAAC;IACzB,uEAAuE;IACvE,OAAO,EAAE,OAAO,CAAC;CAClB;AAED,MAAM,WAAW,0BAA0B;IACzC,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,EAAE,MAAM,CAAC;IACjB,IAAI,CAAC,EAAE,MAAM,CAAC;CACf;AAED,MAAM,WAAW,qBAAqB;IACpC,aAAa,EAAE,MAAM,CAAC;IACtB,OAAO,EAAE,KAAK,GAAG,MAAM,CAAC;IACxB,cAAc,EAAE,MAAM,CAAC;IACvB,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,UAAU,CAAC,EAAE,0BAA0B,CAAC;IACxC,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,sBAAsB;IACrC,WAAW,EAAE,WAAW,CAAC;IACzB,UAAU,CAAC,EAAE,qBAAqB,CAAC;IACnC,OAAO,EAAE,OAAO,CAAC;IACjB,iBAAiB,CAAC,EAAE,OAAO,CAAC;CAC7B;AAED,MAAM,WAAW,eAAe;IAC9B,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,EAAE,MAAM,CAAC;IACnB,cAAc,EAAE,MAAM,CAAC;IACvB,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,gBAAgB;IAC/B,IAAI,EAAE,IAAI,CAAC;IACX,qEAAqE;IACrE,OAAO,EAAE,OAAO,CAAC;CAClB;AAED,uFAAuF;AACvF,MAAM,WAAW,sBAAsB;IACrC,MAAM,EAAE,MAAM,CAAC;IACf,cAAc,EAAE,MAAM,CAAC;IACvB,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,KAAK,EAAE,MAAM,CAAC;IACd,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,iBAAiB;IAChC,MAAM,EAAE,MAAM,CAAC;IACf,cAAc,EAAE,MAAM,CAAC;IACvB,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,mBAAmB;IAClC,MAAM,EAAE,MAAM,CAAC;IACf,cAAc,EAAE,MAAM,CAAC;IACvB,MAAM,EAAE,MAAM,CAAC;IACf,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,uBAAuB;IACtC,MAAM,EAAE,MAAM,CAAC;IACf,cAAc,EAAE,MAAM,CAAC;IACvB,YAAY,EAAE,qBAAqB,CAAC;IACpC,OAAO,EAAE,MAAM,CAAC;IAChB,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC;IACnC,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,2BAA2B;IAC1C,MAAM,EAAE,MAAM,CAAC;IACf,cAAc,EAAE,MAAM,CAAC;IACvB,OAAO,EAAE,MAAM,CAAC;IAChB,KAAK,EAAE,IAAI,CAAC;IACZ,QAAQ,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC;IACnC,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,2BAA2B;IAC1C,MAAM,EAAE,MAAM,CAAC;IACf,MAAM,EAAE,MAAM,CAAC;IACf,cAAc,EAAE,MAAM,CAAC;IACvB,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,MAAM,WAAW,4BAA4B;IAC3C,IAAI,EAAE,aAAa,CAAC;IACpB,0EAA0E;IAC1E,SAAS,EAAE,OAAO,CAAC;CACpB;AAED,MAAM,WAAW,qBAAqB;IACpC,MAAM,EAAE,MAAM,CAAC;IACf,GAAG,CAAC,EAAE,IAAI,CAAC;IACX,QAAQ,CAAC,EAAE,MAAM,CAAC;CACnB;AAED,oEAAoE;AACpE,MAAM,MAAM,4BAA4B,GACpC,yBAAyB,GACzB,yBAAyB,GACzB,kBAAkB,GAClB,4BAA4B,GAC5B,yBAAyB,GACzB,qBAAqB,GACrB,oBAAoB,GACpB,iBAAiB,GACjB,iBAA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package/dist/crm.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-JXsLTRj7.js";
-import { C as OPPORTUNITY_STATUSES, D as SALES_REPRESENTATIVE_STATUSES, E as SALES_ACTIVITY_SUBJECT_KINDS, O as Lead, S as LEAD_STATUSES, T as SALES_ACTIVITY_KINDS, _ as PipelineStageCollection, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_KEY, c as OpportunityConversion, d as SalesRepresentative, f as PipelineDefinitionCollection, g as SalesActivity, h as SalesActivityCollection, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as LeadCollection, m as OpportunityCollection, n as LeadWorkflowService, o as SalesPipelineRecipe, p as PipelineDefinition, r as LeadWorkflowValidationError, s as OpportunityConversionCollection, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentativeCollection, v as PipelineStage, w as PIPELINE_STATUSES, x as DEFAULT_PIPELINE_STAGES, y as Opportunity } from "./chunks/crm-DaUkdNoG.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, SalesPipelineRecipe, SalesRepresentative, SalesRepresentativeCollection, projectLeadWorkQueue };
+import "./chunks/__smrt-register__-bn1C2AUF.js";
+import { C as LEAD_STATUSES, D as SALES_ACTIVITY_SUBJECT_KINDS, E as SALES_ACTIVITY_KINDS, O as SALES_REPRESENTATIVE_STATUSES, S as DEFAULT_PIPELINE_STAGES, T as PIPELINE_STATUSES, _ as SalesActivity, a as projectLeadWorkQueue, b as Opportunity, c as OpportunityConversionCollection, d as SalesRepresentativeCollection, f as SalesRepresentative, g as SalesActivityCollection, h as OpportunityCollection, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, k as Lead, l as OpportunityConversion, m as PipelineDefinition, n as LeadWorkflowService, o as LeadConversionService, p as PipelineDefinitionCollection, r as LeadWorkflowValidationError, s as SalesPipelineRecipe, t as LEAD_HUMAN_ACTIVITY_KINDS, u as LeadCollection, v as PipelineStageCollection, w as OPPORTUNITY_STATUSES, x as DEFAULT_PIPELINE_KEY, y as PipelineStage } from "./chunks/crm-BRICSwf2.js";
+export { DEFAULT_PIPELINE_KEY, DEFAULT_PIPELINE_STAGES, LEAD_HUMAN_ACTIVITY_KINDS, LEAD_STATUSES, Lead, LeadCollection, LeadConversionService, 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, SalesPipelineRecipe, SalesRepresentative, SalesRepresentativeCollection, projectLeadWorkQueue };

package/dist/index.js

@@ -1,6 +1,6 @@
-import "./chunks/__smrt-register__-JXsLTRj7.js";
+import "./chunks/__smrt-register__-bn1C2AUF.js";
 import { a as AgreementExecutionEvent, c as AgreementCollection, d as serializeAgreementParty, f as AGREEMENT_EXECUTION_STATUSES, g as sanitizeSignerIntent, h as sanitizeSignerEvidence, i as AgreementExecutionEventCollection, l as Agreement, m as coerceAgreementDate, n as ExecutedAgreementCollection, o as AgreementExecutionCollection, p as AGREEMENT_STATUSES, r as ExecutedAgreement, s as AgreementExecution, t as AgreementExecutionService, u as parseAgreementParty } from "./chunks/agreements-jBiVmttD.js";
 import { A as COMMISSION_BASES, B as WATERFALL_POOL_RESIDUAL_RULES, C as WaterfallRecipientResolverRegistry, D as validateWaterfallPlan, E as prepareWaterfallPools, F as EARNER_SOURCE_ATTRIBUTION_STATUSES, G as Commission, H as CommissionPayoutCollection, I as EARNER_STATUSES, J as CommissionAdjustmentCollection, K as CommissionAdjustmentOperationCollection, L as EARNING_EVENT_KINDS, M as COMMISSION_PLAN_STATUSES, N as COMMISSION_STATUSES, O as ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, P as EARNER_KINDS, R as PAYOUT_METHODS, S as validateCommissionPlanComponents, T as calculateWaterfallWithPools, U as CommissionPayout, V as WATERFALL_POOL_ZERO_WEIGHT_RULES, W as CommissionCollection, Y as CommissionAdjustment, _ as EarnerCollection, a as CommissionBalanceService, b as CommissionPlanCollection, c as CommissionAdjustmentValidationError, d as centsToAmount, f as roundCents, g as EarnerSourceAttribution, h as EarnerSourceAttributionCollection, i as CommissionCalculationService, j as COMMISSION_PAYOUT_STATUSES, k as COMMISSION_ADJUSTMENT_KINDS, l as amountToCents, m as EarningEvent, n as CommissionSettlementService, o as CommissionAdjustmentReplayConflictError, p as EarningEventCollection, q as CommissionAdjustmentOperation, r as CommissionPayoutService, s as CommissionAdjustmentService, t as EarnerAttributionService, u as calculateCommissionAmountCents, v as Earner, w as calculateWaterfall, x as CommissionPlan, y as validatePayoutDestination, z as PAYOUT_METHODS_REQUIRING_DESTINATION } from "./chunks/commissions-D5x24d4o.js";
-import { C as OPPORTUNITY_STATUSES, D as SALES_REPRESENTATIVE_STATUSES, E as SALES_ACTIVITY_SUBJECT_KINDS, O as Lead, S as LEAD_STATUSES, T as SALES_ACTIVITY_KINDS, _ as PipelineStageCollection, a as projectLeadWorkQueue, b as DEFAULT_PIPELINE_KEY, c as OpportunityConversion, d as SalesRepresentative, f as PipelineDefinitionCollection, g as SalesActivity, h as SalesActivityCollection, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, l as LeadCollection, m as OpportunityCollection, n as LeadWorkflowService, o as SalesPipelineRecipe, p as PipelineDefinition, r as LeadWorkflowValidationError, s as OpportunityConversionCollection, t as LEAD_HUMAN_ACTIVITY_KINDS, u as SalesRepresentativeCollection, v as PipelineStage, w as PIPELINE_STATUSES, x as DEFAULT_PIPELINE_STAGES, y as Opportunity } from "./chunks/crm-DaUkdNoG.js";
+import { C as LEAD_STATUSES, D as SALES_ACTIVITY_SUBJECT_KINDS, E as SALES_ACTIVITY_KINDS, O as SALES_REPRESENTATIVE_STATUSES, S as DEFAULT_PIPELINE_STAGES, T as PIPELINE_STATUSES, _ as SalesActivity, a as projectLeadWorkQueue, b as Opportunity, c as OpportunityConversionCollection, d as SalesRepresentativeCollection, f as SalesRepresentative, g as SalesActivityCollection, h as OpportunityCollection, i as MAX_LEAD_WORKFLOW_TEXT_LENGTH, k as Lead, l as OpportunityConversion, m as PipelineDefinition, n as LeadWorkflowService, o as LeadConversionService, p as PipelineDefinitionCollection, r as LeadWorkflowValidationError, s as SalesPipelineRecipe, t as LEAD_HUMAN_ACTIVITY_KINDS, u as LeadCollection, v as PipelineStageCollection, w as OPPORTUNITY_STATUSES, x as DEFAULT_PIPELINE_KEY, y as PipelineStage } from "./chunks/crm-BRICSwf2.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-BRdTkEFt.js";
-export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, AGREEMENT_EXECUTION_STATUSES, AGREEMENT_STATUSES, ATTRIBUTION_CONFLICT_BEHAVIORS, ATTRIBUTION_CREDIT_MODES, ATTRIBUTION_EXCEPTION_STATUSES, ATTRIBUTION_POLICY_STATUSES, ATTRIBUTION_RESOLUTION_MODES, Agreement, AgreementCollection, 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_KINDS, 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, PAYOUT_METHODS_REQUIRING_DESTINATION, 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, SalesPipelineRecipe, SalesRepresentative, SalesRepresentativeCollection, WATERFALL_POOL_RESIDUAL_RULES, WATERFALL_POOL_ZERO_WEIGHT_RULES, WaterfallRecipientResolverRegistry, amountToCents, assertHttpTargetUrl, calculateCommissionAmountCents, calculateWaterfall, calculateWaterfallWithPools, centsToAmount, coerceAgreementDate, generateReferralCode, parseAgreementParty, prepareWaterfallPools, projectLeadWorkQueue, roundCents, sanitizeSignerEvidence, sanitizeSignerIntent, serializeAgreementParty, validateAttributionPolicyTerms, validateCommissionPlanComponents, validatePayoutDestination, validateWaterfallPlan };
+export { ADJUSTMENT_SETTLEABLE_COMMISSION_STATUSES, AGREEMENT_EXECUTION_STATUSES, AGREEMENT_STATUSES, ATTRIBUTION_CONFLICT_BEHAVIORS, ATTRIBUTION_CREDIT_MODES, ATTRIBUTION_EXCEPTION_STATUSES, ATTRIBUTION_POLICY_STATUSES, ATTRIBUTION_RESOLUTION_MODES, Agreement, AgreementCollection, 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_KINDS, 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, LeadConversionService, 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, PAYOUT_METHODS_REQUIRING_DESTINATION, 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, SalesPipelineRecipe, SalesRepresentative, SalesRepresentativeCollection, WATERFALL_POOL_RESIDUAL_RULES, WATERFALL_POOL_ZERO_WEIGHT_RULES, WaterfallRecipientResolverRegistry, amountToCents, assertHttpTargetUrl, calculateCommissionAmountCents, calculateWaterfall, calculateWaterfallWithPools, centsToAmount, coerceAgreementDate, generateReferralCode, parseAgreementParty, prepareWaterfallPools, projectLeadWorkQueue, roundCents, sanitizeSignerEvidence, sanitizeSignerIntent, serializeAgreementParty, validateAttributionPolicyTerms, validateCommissionPlanComponents, validatePayoutDestination, validateWaterfallPlan };

package/dist/manifest.json

@@ -2,7 +2,7 @@
   "version": "1.0.0",
   "timestamp": 0,
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.57.20",
+  "packageVersion": "0.57.22",
   "objects": {
     "@happyvertical/smrt-sales:AgreementCollection": {
       "name": "agreementcollection",

package/dist/referrals.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-JXsLTRj7.js";
+import "./chunks/__smrt-register__-bn1C2AUF.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-BRdTkEFt.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": "0.57.20",
+  "packageVersion": "0.57.22",
   "sourceManifestPath": "dist/manifest.json",
   "agentDocPath": "AGENTS.md",
   "sourceHashes": {
-    "manifest": "31fe0c42cd0a2f0eb872222f63e0ecb6be593f42172707d89e733fe37f958cd7",
-    "packageJson": "58e8b898af3b7908ffca1c5b9097762fd2515adc208bb326bb14134cdc1610bb",
+    "manifest": "262ef341d2ccf9cfc44d1efe0146fcac93127d46890d416fcaad065e1ca7fc20",
+    "packageJson": "6034ee48ebcac73770864d058372df874c1a0ae98c6c36fca7ac04802b42ff1a",
     "agents": "3100099d7cef116237e4deb4f83e32d836f3cc26e0f68a7dd55f14de942eda11",
     "moduleDoc:agents/agreements.md": "eb6ff147a0f60ee627d3337e8e9394d06fda955b4a4fff228537a9bd2803f886",
     "moduleDoc:agents/commissions.md": "ba06d133f2cbee14ea9a5f18b632f155e3484c4cd721ed5ac993436397198cf8",
-    "moduleDoc:agents/crm.md": "b2c01c33e6ac559ba32073a089760d885095969d2ad749c30428c76e6aa2cc71",
+    "moduleDoc:agents/crm.md": "bc93353ca7d549efc7da604c2671f31d33d3619d1ee74e825c2f352ca7d43fa9",
     "moduleDoc:agents/referrals.md": "ef48c88e63155e3d08b9003f4643bc66ebb1942f1fb713252dc042ddcaad38e5",
     "moduleDoc:agents/svelte.md": "819f690b91cf93980f6f79e89da8d9629ca6e5c565494e3fd2ca3be7587ad6de"
   },
@@ -13617,7 +13617,7 @@
     {
       "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, 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"
+      "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\n`LeadConversionService.create({ db: tx, transaction: 'caller' })` records pending\nconversions before an Opportunity is won, using immutable `lead_conversion`\nSalesActivity receipts (no new table). Hosts authorize inputs and serialize the\nlead conversion scope, create downstream records, and record the receipt within\none caller-owned transaction. `getForLead({ tenantId, leadId, targetKind })` and\n`recordForLead({ ...scope, targetId, actorProfileId, metadata? })` require matching\nambient tenancy and a same-tenant Lead. A tenant/lead/targetKind has one target;\nexact target/metadata replay returns the original receipt and actor, conflicting\nintent is refused. The service never changes Lead/Opportunity state, invites\nusers, or starts a transaction. Only use returned plain receipts after commit.\n\n`findForTarget({ tenantId, targetKind, targetId })` reads canonical originating\nLead receipts for a downstream target in the active tenant, without requiring\nhosts to parse SalesActivity metadata.\n\n`LeadWorkflowService.updateLeadContact({ leadId, actorProfileId, name,\ncontactName, email, now? })` locks a same-tenant, non-merged Lead and corrects\neditable contact fields in its own transaction. Name is required, email is\nnormalized/validated, and at least email or existing phone is required. Exact\nretries are no-ops. Effective changes append one `contact_update` activity with\nbefore/after values and actor; audit failure rolls back the correction. Profile\nidentity, acquisition context/source, CRM status and downstream records stay intact.\n"
     },
     {
       "path": "agents/referrals.md",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@happyvertical/smrt-sales",
-  "version": "0.57.20",
+  "version": "0.57.22",
   "smrtJsdoc": "strict",
   "description": "Modular sales for the SMRT framework: agreement execution, CRM, referral intake, neutral commissions, and reusable Svelte surfaces",
   "type": "module",
@@ -43,17 +43,17 @@
   },
   "dependencies": {
     "@happyvertical/signatures": "^0.106.0",
-    "@happyvertical/smrt-assets": "0.57.20",
-    "@happyvertical/smrt-core": "0.57.20",
-    "@happyvertical/smrt-tenancy": "0.57.20",
-    "@happyvertical/smrt-ui": "0.57.20",
+    "@happyvertical/smrt-assets": "0.57.22",
+    "@happyvertical/smrt-core": "0.57.22",
+    "@happyvertical/smrt-tenancy": "0.57.22",
+    "@happyvertical/smrt-ui": "0.57.22",
     "@happyvertical/sql": "^0.106.0"
   },
   "peerDependencies": {
     "svelte": "^5.57.0"
   },
   "devDependencies": {
-    "@happyvertical/smrt-vitest": "0.57.20",
+    "@happyvertical/smrt-vitest": "0.57.22",
     "@sveltejs/package": "^2.5.8",
     "@sveltejs/vite-plugin-svelte": "^7.3.0",
     "@types/node": "24.13.6",