@happyvertical/smrt-sales 0.57.21 → 0.57.22

package/agents/crm.md

@@ -60,3 +60,26 @@ required and nonnegative.
 status, `unassigned`, and `overdue`; counts retain owner/search scope but ignore
 the selected status/unassigned/overdue tab. Overdue means the earliest open task
 is due strictly before injected `now` (default current time).
+
+`LeadConversionService.create({ db: tx, transaction: 'caller' })` records pending
+conversions before an Opportunity is won, using immutable `lead_conversion`
+SalesActivity receipts (no new table). Hosts authorize inputs and serialize the
+lead conversion scope, create downstream records, and record the receipt within
+one caller-owned transaction. `getForLead({ tenantId, leadId, targetKind })` and
+`recordForLead({ ...scope, targetId, actorProfileId, metadata? })` require matching
+ambient tenancy and a same-tenant Lead. A tenant/lead/targetKind has one target;
+exact target/metadata replay returns the original receipt and actor, conflicting
+intent is refused. The service never changes Lead/Opportunity state, invites
+users, or starts a transaction. Only use returned plain receipts after commit.
+
+`findForTarget({ tenantId, targetKind, targetId })` reads canonical originating
+Lead receipts for a downstream target in the active tenant, without requiring
+hosts to parse SalesActivity metadata.
+
+`LeadWorkflowService.updateLeadContact({ leadId, actorProfileId, name,
+contactName, email, now? })` locks a same-tenant, non-merged Lead and corrects
+editable contact fields in its own transaction. Name is required, email is
+normalized/validated, and at least email or existing phone is required. Exact
+retries are no-ops. Effective changes append one `contact_update` activity with
+before/after values and actor; audit failure rolls back the correction. Profile
+identity, acquisition context/source, CRM status and downstream records stay intact.

package/dist/agreements.js

@@ -1,3 +1,3 @@
-import "./chunks/__smrt-register__-Cg4G6dIN.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";
 export { AGREEMENT_EXECUTION_STATUSES, AGREEMENT_STATUSES, Agreement, AgreementCollection, AgreementExecution, AgreementExecutionCollection, AgreementExecutionEvent, AgreementExecutionEventCollection, AgreementExecutionService, ExecutedAgreement, ExecutedAgreementCollection, coerceAgreementDate, parseAgreementParty, sanitizeSignerEvidence, sanitizeSignerIntent, serializeAgreementParty };