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Crm

Package
@wabbit/tome-crm
Version
v0.10.7
npm install @wabbit/tome-crm
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CRM & Marketing engineStable

Tome CRM layer — contacts, accounts, opportunities, activities with sister-layer integration adapters (intake, deals, realtime, territory, ai-stubs).

Overview

Tome CRM layer — contacts, accounts, opportunities, activities, with sister-layer integration adapters (intake, deals, realtime, territory, ai-stubs). Description copied verbatim from package.json.

Layer: domain (per the repo's ARCHITECTURE.md § The Layer Model) — depends on @wabbit/tome-core and @wabbit/tome-workflow (the opportunity stage-transition guard delegates its graph check to workflow). @wabbit/tome-marketing declares crm as a required peer; @wabbit/tome-deals integrates with it as an optional sister layer.

Peer dependencies

Peer ranges, copied from package.json:

PeerRangeOptional?
payload>=3.67.0no
typescript>=5.7.0no
lucide-react>=0.460.0yes
@payloadcms/ui>=3.67.0yes — the admin views only
react>=19.0.0yes — the admin views only
next>=15.0.0yes — the admin views only
@wabbit/tome-core>=1.14.0 <2.0.0no
@wabbit/tome-workflow>=0.1.1 <1.0.0no — imported by the stage-transition guard

dependencies: server-only@^0.0.1 (guards the @wabbit/tome-crm/server subpath below).

lucide-react is genuinely optional: the layer's Briefcase sidebar icon is loaded lazily, and without the package the admin sidebar shows the nav domain's default icon instead.

60-second quickstart

The current API is a single createCrmLayer(config) call that returns the four collection configs (initCrm is a deprecated pure alias, kept for back-compat only). Register custom activity types before calling it — the activity-type registry freezes the instant createCrmLayer runs:

import { buildConfig } from 'payload'
import { createCrmLayer, defineCrmActivityType } from '@wabbit/tome-crm'

defineCrmActivityType({ key: 'demo-call', label: 'Demo Call' }) // optional, must precede createCrmLayer

export default buildConfig({
  collections: [
    ...createCrmLayer({ matchStrategy: 'email' }), // 'email' (default) | 'custom' (requires customMatcher)
    // ...your other collections
  ],
})

createCrmLayer also validates opportunityStageConfig (falls back to DEFAULT_OPPORTUNITY_STAGES — override with defineCrmStages(...)) and registers the layer into @wabbit/tome-core's layerRegistry for the admin sidebar manifest. It throws if matchStrategy: 'custom' is passed without a customMatcher function.

Defaults worth knowing before your first migration: collections are crm-contacts, crm-accounts, crm-opportunities, crm-activities (override with contactsSlug etc.); every assignedTo field relates to users (repCollection); contacts only gain a linkedMember relationship when you pass memberSlug; new contacts auto-link to an account whose domain matches their email domain (autoLinkAccountByDomain, default true); and in the deals cascade a deal status of accepted wins the opportunity (winTriggerStatus).

The opportunity edit view puts name above four unnamed tabs: Deal, Contacts, Notes & activity, Source. Being unnamed, they keep the stored document flat. On won and lost stages an Outcome block (lossCategory, closedAt, closeReason) opens under Stage, and Notes & activity lists the opportunity's activities through a read-only activities join. To add fields to a tab, use opportunityTabFields: { deal, contacts, notesAndActivity, source }. extraFields.opportunities still appends at the top level after the tabs, which is the right place for sidebar fields.

The activity-type registry is module-level and freezes on the first createCrmLayer call, so in a test file that calls createCrmLayer more than once, register custom types once at the top of the file.

API surface

The exports map has seven subpaths: ., @wabbit/tome-crm/server, @wabbit/tome-crm/server-api, @wabbit/tome-crm/admin, @wabbit/tome-crm/scripts, @wabbit/tome-crm/widgets, ./test.

`.` — config-time surface, safe to import anywhere:

ExportWhat it is
createCrmLayer(config?)Top-level layer entry — returns CollectionConfig[]
createCrmContactCollection / createCrmAccountCollection / createCrmOpportunityCollection / createCrmActivityCollectionPer-collection factories, for sites that want one collection in isolation
defineCrmActivityType({ key, label, defaultStatus?, payloadShape? })Register a custom activity type (not a deprecated name — this is the activity-type registry, unrelated to the create/define collection-factory pair) — must be called before createCrmLayer
DEFAULT_OPPORTUNITY_STAGES, defineCrmStages, getStageDefinition, validateStageConfigOpportunity-stage config helpers
CRM_CAPABILITIES, CrmCapabilityCapability vocabulary for consumer role wiring
CRM_REALTIME_EVENTS, CrmRealtimeEventRealtime event name constants
CRM_AI_FEATURES, CrmAiFeatureAI-stub feature name constants
TypesTomeCrm{StageCategory,StageDefinition,OpportunityStageConfig,ContactLifecycleStage,AccountType,ActivityType,ActivityStatus,ActivityOutcome,Address,Activity*Payload,Contact,Account,Opportunity,Activity,MatchContactInput,MatchContactResult,IntakeSubmissionInput,IntakeTagField,ActivityTypeDefinition,Config,ExtraFields}

Deprecated aliases (pure renames, @deprecated-tagged, removal at this package's next major): initCrm → createCrmLayer; defineCrmContactCollection → createCrmContactCollection; defineCrmAccountCollection → createCrmAccountCollection; defineCrmOpportunityCollection → createCrmOpportunityCollection; defineCrmActivityCollection → createCrmActivityCollection.

`@wabbit/tome-crm/server` — behind import 'server-only': matchOrCreateContact, advanceOpportunityStage, findContactByEmail, findOpenOpportunityForAccount, findOrCreateAccountByDomain, recordActivity, getOpportunityWithTimeline (+OpportunityTimeline type), suppression helpers (markContactUnsubscribed, markContactBounced, clearContactSuppression, isContactSendable, filterSendableContactIds, recordCrmActivityWithDedup), access presets (buildAccountDeleteGuard, crmContactsAccess, crmAccountsAccess, crmOpportunitiesAccess, crmActivitiesAccess, repWhereClause, accountRepWhereClause), and the cross-layer integration entry points: buildIntakeMatchStep/addIntakeTags/wireIntake/createIntakeOpportunity (intake), resolveOpportunityForDeal/onDealStatusChange/buildDealsCrmBridge (deals), lookupOwnerByZipLazy (territory), emitCrmEvent (realtime), registerCrmAiStubs (ai-stubs). For the deals bridge, pass buildDealsCrmBridge(config) to initDeals({ onStatusChange }) — The bridge is async (deal, prevStatus, req); pass it the same config object you gave createCrmLayer so slugs and stages line up. wireDeals is @deprecated: it only ever checked that the deals layer was present, it never attached the cascade, and it will be removed in v1.0. All sister-layer detection is lazy/runtime via the layer registry, not a hard import.

`@wabbit/tome-crm/server-api` — the same recordCrmActivityWithDedup, resolveOpportunityForDeal and onDealStatusChange as @wabbit/tome-crm/server, without its server-only guard. It exists for sister Tome layers that treat tome-crm as an optional peer and so load it through an unbundled import() (webpackIgnore / turbopackIgnore). That import runs on Node's native loader, which never sets the react-server condition, so @wabbit/tome-crm/server's guard always throws there. tome-deals uses this subpath. Application code should import @wabbit/tome-crm/server, whose guard still stops a client-component import at build time.

`@wabbit/tome-crm/widgets` and `./test` — both declared in package.json#exports but currently empty placeholders (export {}, verified by reading the files directly — no admin widgets or mock harness ship yet). Treat as reserved subpaths, not working surface.

Tagging contacts from intake answers

intakeTagFields copies a submitted field's value into the matched contact's tags, per intake form slug. It is off by default: a form with no entry leaves tags alone.

import { createCrmLayer } from '@wabbit/tome-crm'

const crmConfig = {
  intakeTagFields: {
    // a visitor who chose "project" on the "contact" form is tagged "path:project"
    contact: { field: 'path', prefix: 'path:' },
  },
}
const collections = createCrmLayer(crmConfig)

The prefix is written literally ('path:' gives path:project; leave it out for the bare value). A multi-choice answer adds one tag per value, a tag the contact already has is not added again, and a tag is trimmed to 80 characters. Pass the submission to the intake match step and it applies the entry after matching:

import { buildIntakeMatchStep } from '@wabbit/tome-crm/server'

const match = buildIntakeMatchStep({ payload, config: crmConfig })
await match({ email, firstName, intake: { formSlug: 'contact', data: submission.data } })

A site that calls matchOrCreateContact itself can call addIntakeTags({ payload, config, contactId, submission: { formSlug, data } }) afterwards; it returns the tags it added.

Contact-only forms. Pass dataPolicy: 'contact-only' on the submission (from the intake form's resolved policy) and the form-submission activity keeps its subject and ids but writes no summary from the message, and the form's intakeTagFields entry is not applied, whatever data holds. Omitted or 'standard' behaves as before. This is a limit on what this package copies onto a contact; whether a contact outlives the submission it came from is the site's decision.

Overview views (@wabbit/tome-crm/admin) and scripts (@wabbit/tome-crm/scripts)

  • @wabbit/tome-crm/admin exports ContactOverviewView (the contacts collection's default edit view, with the stock form on an Edit tab; the create route and document drawers fall through to DefaultEditView) and PipelineListView (the opportunities list: Pipeline mode with KPIs and stage groups, and All rows, which is Payload's DefaultListView unchanged). createCrmLayer and createCrmOpportunityCollection register both; admin: { overview: false } keeps the stock views.
  • The Contact Overview composer posts to POST {api}/{activities}/log, an endpoint on the activities collection that runs logContactActivity as the signed-in user.
  • Opportunities gain a read-only virtual value column (formatted valueCents/currency) for the list.
  • @wabbit/tome-crm/scripts exports backfillStageChangedAt (dry run by default) for sites with opportunities created before stageChangedAt.

Server / client posture

Fully server-side. The main barrel is Payload CollectionConfig factories, constants, and types — no React. @wabbit/tome-crm/server is hard-guarded with import 'server-only' so a client-component import fails the Next.js build rather than silently bundling. sideEffects: false in package.json (a bare boolean, not an array) — crm ships no import-side-effect registration modules.

  • Gotchas: Every exports-map subpath needs a filesystem-resolvable shape (the repo's docs/claude-gotchas.md) — relevant given the four subpaths above
  • CHANGELOG.md

Extending this package

  • New activity types: call defineCrmActivityType before createCrmLayer — the registry throws on duplicate keys and freezes at createCrmLayer call time, so late registration is a hard error, not a silent no-op.
  • Custom opportunity stages: build a config with defineCrmStages(...) and pass it as createCrmLayer({ opportunityStageConfig }); it must include at least one won-category stage or validateStageConfig throws.
  • Sister-layer integrations (deals, marketing, intake, territory) are all optional and detected via hasLayer() at runtime — none of those layers is required to use crm standalone (the required peers are payload, typescript, @wabbit/tome-core and @wabbit/tome-workflow).

Testing

pnpm --filter @wabbit/tome-crm test runs the Vitest suite. The published @wabbit/tome-crm/test subpath is still an empty placeholder, so tests pass a stub payload (an object with the find / create / update methods the helper under test calls) to the @wabbit/tome-crm/server functions. @wabbit/tome-crm/server imports server-only, which throws outside a React Server environment unless your runner aliases it to an empty module.

Exports

Import path
@wabbit/tome-crm
@wabbit/tome-crm/server
@wabbit/tome-crm/server-api
@wabbit/tome-crm/admin
@wabbit/tome-crm/scripts
@wabbit/tome-crm/widgets
@wabbit/tome-crm/test

Changelog

0.10.xMinor

  • BREAKING: The contacts default edit view is now the Contact Overview and the opportunities list is now the Pipeline list, backed by new activity and opportunity fields.

    Migration: Opt out of both views with admin: { overview: false }. The opportunities list default column valueCents is now the virtual value; update any saved list configuration.

    The new fields need a migration on SQL adapters (MongoDB needs none). Run backfillStageChangedAt from @wabbit/tome-crm/scripts once per consumer (dry run by default).

    • Activities gain direction, durationMinutes, attendees and dueAt; activity types gain an optional group and icon.
    • form-submission and proposal-viewed become built-in activity types (an identical re-definition by a site is ignored, a conflicting one still throws).
    • Opportunities gain a read-only stageChangedAt, stamped on create and on every stage change, and a deals join when the new dealsSlug option is set.
    • Intake wiring logs a form-submission activity on the matched contact (opt out with intake: { logActivity: false }).
    • recordCrmActivityWithDedup accepts an aggregationKey override, and the deals bridge marks its send email outbound.
    • New POST {api}/{activities}/log endpoint, used by the Contact Overview composer.
    • @wabbit/tome-crm/server adds getContactOverview, getPipelineSummary and logContactActivity; a new ./admin export carries the view names.
    • react, next and @payloadcms/ui are new optional peer dependencies.
7 fixes (0.10.1 – 0.10.7)
  • 0.10.7
    Canceled statuses now accept both spellings.

    This is the first of three steps toward American spelling in stored values, and nothing that gets written changes yet.

    Training events, attendance, exam tickets, LMS orders, events, campaigns, CRM activities, resource requests, task forces and the event, status board and operation briefing blocks gain the American canceled (CANCELED on the status board) next to the existing value. Reads, queries, the closed-event lock, event board state and selection, the calendar export (STATUS:CANCELLED is unchanged, it is the iCalendar literal), the status board badge, theme selectors for data-event-status and the erasure trail treat the two spellings as one meaning.

    The event list board labels gain a canceled key that is read before the old cancelled key. The old field is hidden, not removed, so stored text is kept on save.

    The admin shows both options, because Payload cannot hide one select option. The old one is labeled "Canceled (legacy spelling)".

    Writers still store the old values.

  • 0.10.6

    Admin labels, field descriptions, demo content and messages now use American spellings.

  • 0.10.5
    Forms and intake gain an opt-in contact-only data policy, per form or site-wide, plus retention policies and GDPR registration for submissions.

    standard forms behave as before.

    dataPolicy: 'contact-only' (on defineForm, defineIntakeForm, or policy.default on createFormsLayer and createIntakeLayer, with policy.lock and policy.sensitiveTerms) limits a form to contact fields and one textarea of at most 500 characters, and refuses other field types, sensitive terms, a webhook target, the forms email target (use intake or payload), an unacknowledged custom target or router, and an intake email htmlBuilder. It is checked when the form is defined, when the layer is created, and when an admin form is saved.

    Under the policy, intake stores declared fields only; staff email and subject lines carry no submitted values; onIntake receives identity with an empty payload; partial saves are forced off; and a notice renders above the submit button (hook data-form-data-notice). The policy reduces what a form asks for and where the answers travel.

    It does not scan what people type, and it is not a legal or regulatory determination.

    New exports: formsRetentionPolicies and intakeRetentionPolicies (hard-delete rows in core's retention model; nothing runs until you schedule them), and the data-policy helpers listed in each README. @wabbit/tome-crm takes an optional dataPolicy on the intake submission input; with 'contact-only' the form-submission activity writes no summary and intakeTagFields is not applied.

    Check this when you upgrade: forms-submissions gains an indexed email column (filled from the form's first email field), so a database that applies migrations needs one; older rows have no value until backfilled. Both packages now register their submissions collection with core's GDPR registry, matched on email, so core's data export and account erasure include those rows from now on.

  • 0.10.4

    README: subpath and file mentions are written package-qualified (for example @wabbit/tome-x/render) or as code text, so crawlers no longer resolve them as site URLs.

  • 0.10.3
    New ./server-api subpath: recordCrmActivityWithDedup, resolveOpportunityForDeal and onDealStatusChange, without ./server's server-only guard, for sister layers that load tome-crm through an unbundled import().

    That native import never gets the react-server condition, so ./server's guard always threw there, past the caller's try/catch, and killed the process. ./server is unchanged; application code keeps using it.

  • 0.10.2

    The contact Overview's summary strip (avatar, role, last contacted, open pipeline, owner) keeps Payload's horizontal gutter, so it no longer sits flush against the admin nav or clips the owner at the window edge.

  • 0.10.1
    Proposal views read "Opened proposal PROP-2026-0001" on the contact timeline instead of the raw key proposal-viewed.
    • recordCrmActivityWithDedup takes an optional subject for a new row; without it the subject is still derived from the eventType.
    • tome-deals passes the proposal number as the subject when it logs a recipient view.

0.9.xMinor

  • Opportunity edit view is now tabbed: name sits above four unnamed tabs (Deal, Contacts, Notes & activity, Source), so stored data is unchanged and no migration is needed.

    The Deal tab pairs Stage and Probability, with an Outcome block (Loss Category, Closed At, Close Reason) beneath them on won and lost stages. closedAt is read-only in the admin.

    The Notes & activity tab lists the opportunity's CRM activities through a new activities join. New opportunityTabFields config seam (deal, contacts, notesAndActivity, source) appends fields to the end of a tab; extraFields.opportunities still appends at the top level after the tabs.

  • Stage transition guard now throws Payload ValidationError (400 with a field-level admin message) instead of a plain Error (opaque 500), so moving an opportunity to a lost stage without a loss category is a readable form error.

0.8.xMinor

  • New intakeTagFields config copies a submitted intake field's value into the matched contact's tags; it is off unless a form has an entry.
    • `intakeTagFields: { [formSlug]: { field, prefix? } }`: for the named form, the value of field becomes a contact tag, prefix written literally ({ field: 'path', prefix: 'path:' } tags a visitor who chose "project" as path:project). A multi-choice answer adds one tag per value, a tag the contact already has is not added again, blank values add nothing, and a tag is trimmed to 80 characters.
    • `buildIntakeMatchStep` applies the entry after matching when the match input carries the submission: match({ email, intake: { formSlug, data } }). Without intake, or for a form with no entry, it behaves exactly as before.
    • New `addIntakeTags({ payload, config, contactId, submission })` on ./server for a site that calls matchOrCreateContact itself. It returns the tags it added and the contact's tag list.
    • New types TomeCrmIntakeTagField and TomeCrmIntakeSubmissionInput; TomeCrmMatchContactInput gains an optional intake. No collection or field changes, so no migration.

0.7.xMinor

  • crm-contacts create now requires crm:write, the same gate as accounts, opportunities and activities.

    It was open to any authenticated session, so a self-registered visitor could POST contacts over REST. Server-side writers (intake bridge, matchOrCreateContact) already use overrideAccess: true and are unaffected.

    A consumer that creates contacts through the REST API or the local API without overrideAccess as a non-staff user must grant crm:write or pass overrideAccess.

0.6.xMinor

  • Security: the bootstrap crm:read / crm:read:own fallback — which granted CRM read access to ANY authenticated session whenever a site had not seeded capability grants — is now OFF in production by default.

    Outside production it still applies so a fresh site works out of the box. A production site that needs the bridge while it seeds grants can opt back in explicitly with TOME_CRM_BOOTSTRAP_READ_FALLBACK=1.

    crm:write / crm:admin are unchanged.

    Why minor, not patch: a production deployment that never seeded CRM capabilities and relied on this silent bridge will lose CRM reads for non-admin sessions until it seeds grants or sets the flag. That was a live PII exposure (a public-demo consumer was found relying on it); the loud production warning this package already emitted has been telling operators to seed grants since 0.3.1.

11 fixes (0.6.1 – 0.6.3)
  • 0.6.3
    Published packages now contain compiled JavaScript and type declarations under a one-line license banner, and no longer include source maps.

    What you install: one compiled .js (ESM) and .cjs (CommonJS) file per source module, its .d.ts / .d.cts declarations, and the stylesheets, fonts and other assets a package already shipped. Every JavaScript module opens with a comment naming the package and its license: /*! @wabbit/<package> — © Wabbit, LLC. Wabbit Tome Commercial License (see LICENSE.md). Not for redistribution. */.

    The .map files and the sourceMappingURL comments that pointed at them are gone, which roughly halves the size of each tarball.

    Debugging: the code is still unbundled and unminified, one readable file per module, so a stack trace points at real code with real names. Line numbers in a stack trace are one higher than before, because of the banner line.

    A 'use client' directive stays the first statement of its module (the banner is a comment above it), so React Server Component boundaries are unchanged.

    No API change, no runtime behavior change, and nothing to do on upgrade.

    In @wabbit/tome-blocks-gallery, the source snapshots extractGallerySource writes from an installed pack leave out the license banner line, so a component or config snapshot starts at the code and a paid block's preview shows its first 15 lines of real code.

  • 0.6.2
    Internal refactor: collection slugs are now typed through the shared typedSlug() helper instead of inline casts.

    No API or behavior change.

  • 0.6.2
    The layer now loads without lucide-react installed; the optional peer supplies only the sidebar icon.

    The Briefcase icon is imported lazily when the layer registers. Previously a static import made every entry point that registers the layer throw on an install without lucide-react.

    Without it, the admin sidebar shows the nav domain's default icon.

  • 0.6.1
    Adopt @wabbit/tome-core/fields/address and @wabbit/tome-core/utilities/relationId at the sites the audit counted (2026-09-01 sale-readiness audit §5.1, T3(g)).

    No stored field name, and no emitted field array, changes anywhere in this changeset — each adopter passes the vocabulary it already stores, and each ships a characterization test that was written from the pre-change source, run green against the untouched factory, and run green again after.

    Address group — five sites, one implementation.

    • @wabbit/tome-crm — accounts and contacts each carried a byte-identical seven-field address group. Both now spread postalAddressFields({ vocabulary: 'legacy-crm' }) after their own name line (name is the company/contact line, not a postal line). tests/address-characterisation.test.ts pins both groups whole.
    • @wabbit/tome-deals — billingAddress and shippingAddress inside the frozen Customer Snapshot were copies three and four. They now come from one buildSnapshotAddressGroup helper: name + company prepended locally, the six postal lines from core, and the eight per-field labels plus the 'US' country default passed through core's fieldOverrides seam. The snapshot is a legal-offer record frozen after send, so a field-name change would orphan the address on every deal already sent; tests/address-characterisation.test.ts pins both groups and the fact that they differ only in the group label and the recipient line's label.
    • @wabbit/tome-fulfillment — the fifth copy, and the only one that validated country. Its postal lines stay FLAT at collection top level (they are stored columns with PII rows and a GDPR registration behind them), now via postalAddressFields({ vocabulary: 'postal', required: true, validateCountry: true }). The ISO-3166 validator and its uppercase-normalizing hook moved into core verbatim; because a moved function is a new object, tests/address-characterisation.test.ts pins the whole top-level field ORDER plus the validator's and hook's BEHAVIOR (accepts US, rejects usa, rewrites ' us ' to 'US'), not their identity.

    `relationId` — the four-return-types problem.

    • @wabbit/tome-lms — twelve modules under src/server (academy, catalog, certificates, course, dashboard, enrollment, grades, leaderboard, learnerShell, notes, profile, reviews) carried a byte-identical string | null copy. They import relationId from core now. One behavioral difference, strictly an improvement: on a malformed populated doc ({ id: null }, { id: {} }) the old copy returned the STRING 'null' / '[object Object]' as an id; core returns null. tests/relation-id-adoption.test.ts pins the adoption itself, because adoption is the thing that decays — the July 2026 audit's finding, repeated verbatim in September, was "extraction keeps happening, adoption does not."

    Not migrated, deliberately: src/guards, src/utilities/{grading,prerequisites,progress}.ts, src/hooks/**, src/server/mutations/helpers.ts and src/server/awardGate.ts return string | number or undefined. Migrating those is a semantic change, not an import change, and belongs in a pass that owns their call sites.

    The new test names them as out of scope so the next reader does not have to re-derive why.

    • @wabbit/tome-sc — the registry sub-cluster's copy is gone; collections/registry/shared.ts re-exports core's relationId, keeping extractId as a local alias (the module is private to that sub-cluster). This one WIDENS: the sc copy returned string | number, so a populated doc's numeric id came through unstringified. It is now stringified, which makes === between two resolved ids agree — the behavior every call site in the cluster already assumed. Ids handed back to payload.find/update are unaffected, since Payload accepts either form in a where clause. sc's 179 tests stay green.
    • @wabbit/tome-crm — the inline ternary in integration/deals.ts (typeof oppRaw === 'object' ? oppRaw.id : oppRaw) was the fifth shape and had the same numeric-id asymmetry; it is one relationId(deal.opportunity) call now.

    `fetchMemberId` ×4 — one implementation (sc). asset-availability, fleet-logs and fleet each carried a verbatim copy of the auth-user → Member-row lookup, and resource-requests carried its projecting twin. All four now import from src/access/fetchMemberId.ts, which documents why each query knob is load-bearing: overrideAccess: true (the member collection's own read access may itself depend on membership, so without the bypass this is a circular check that denies the owner their own row), depth: 0, pagination: false.

    The id is returned in its STORED type here rather than through relationId — this is an identity read fed straight back into a where clause, not a relationship read. tests/fleet-shared-helpers.test.ts pins the adoption, the three knobs, and the null-for-anonymous contract.

  • 0.6.1
    dist now raw-Node loadable: relative specifiers get explicit extensions post-build.

    build gains && node ../../scripts/fix-dist-extensions.mjs --strict as its last step, joining the 13 packages that already ran it. tsup builds bundle: false and emits relative specifiers exactly as the TypeScript source wrote them — extensionless — which bundlers resolve and raw Node does not (ESM ERR_MODULE_NOT_FOUND; CJS worse, require('./x') finds the ESM .js twin and Node 22+ require(esm) then dies on that file's own extensionless import). Every consumer outside a bundler hit this: the payload CLI under plain node, generate:types, generate:importmap, ops scripts, codegen tools.

    No source changes, no API changes, and bundler consumers are unaffected — extensioned relative specifiers are universally resolvable.

    Two supporting changes made the wiring possible, both in repo scripts rather than package source. fix-dist-extensions.mjs now skips bundler-asset specifiers (.css, .module.css, .scss, fonts, images, shaders) by explicit extension allowlist instead of reporting them as unresolvable — that single gap is why the 13 prior adopters were exactly the 13 packages that ship no CSS, since --strict exited 1 on any package with a relative stylesheet import.

    Dotted MODULE names (./config.meta, ./x.variants, ./y.demo) are deliberately NOT treated as assets and still get .js/.cjs appended. assert-node-loadable.mjs gained the matching carve-outs so the new repo-wide CI gate reports real defects only: a resolution failure whose path lands under node_modules is a peer SKIP (next@15 has no exports map, so next/image fails as an absolute path), and a bundler-asset load failure is an environmental SKIP (CJS surfaces it as SyntaxError: Unexpected token '.' raised from inside the stylesheet).

    Verified before/after on four packages built one at a time: print 8 FAIL → 0, readout 22 FAIL → 0, ai 3 FAIL → 0, gamification 2 FAIL → 0 (its failure was the other signature — a directory import missing /index). cop was already clean on a fresh build, so the audit's "27 of 46 fail" figure includes at least one package whose local dist was merely stale.

  • 0.6.1
    One LayerFactoryConfig every layer factory's config extends, and one factory verb.

    Fourteen layer packages end in the same one call a consumer writes into payload.config.ts, and no two agreed on what config may contain: full seam vocabulary in three (org, lms, ledger), partial in six, NONE in six (2026-09-01 sale-readiness audit §5.3). A site that learned adminGroup from org and hooks from sc discovered, package by package, that six factories accept neither — not because the seam had been rejected, but because nothing said it existed.

    New in core (a NEW exports-map subpath, hence the minor): @wabbit/tome-core/utilities/layerFactoryConfig exports the LayerFactoryConfig interface — adminGroup, access (per-collection override map), hooks (appended via mergeHooks, never replacing), extraFields, fieldOverrides, omitFields, fieldOrder, slugs — and applyLayerFactoryConfig(collections, config), which honors the whole vocabulary in one call and one fixed order (adminGroup → access → hooks → field shape, the last delegated to fields/fieldShape's applyFieldShape so the order cannot drift between layers). Pure: new array, new objects, identity return on an empty config.

    It is a separate subpath from ./utilities/layerRegistry deliberately — that module is in core's sideEffects array, and a pure type/vocabulary module should not drag a declared side-effecting module into every factory's type graph.

    The slug convention is documented rather than forced, because both live shapes are right for what they do: a typed slugs?: Partial<XSlugs> map for the slugs a layer OWNS (org, sc, accounts — the typed key set makes a typo a compile error, and a homomorphic mapped type satisfies the base's Record<string, string | undefined>), and named <name>Slug?: string scalars for relationship targets in OTHER layers (memberSlug, mediaSlug, eventSlug, rolesSlug) — those are pointers out of a layer, not entries in its key set.

    *Every `createLayer config now extends it.** Twelve extend LayerFactoryConfig directly and APPLY it through applyLayerFactoryConfig (accounts, catalog, crm, crowdfund, deals, fulfillment, lms, marketing, org, sc) or through a targeted application (chrome). Additive in every case: for the six that accepted none of the seams (deals, economy, gamification, marketing, plus forms/intake, see below), the fields are new; for the rest, adminGroup` and friends keep their existing meaning and the applier is a no-op when they are omitted.

    Two packages accept the vocabulary but do NOT yet apply it, and say so in their type's JSDoc in the required form ("accepted, not yet applied — trigger: …"). economy and gamification both declare @wabbit/tome-core as an OPTIONAL peer and hold zero runtime imports of it — gamification reaches registerLayer through a lazy require() in a try/catch for exactly this reason.

    applyLayerFactoryConfig is a runtime VALUE, so importing it at module scope would convert an optional peer into a required one and break every site that installs those packages without core; copying the applier locally is barred by assert:no-forked-primitives. The trigger is stated: the day core becomes a required peer, delete the note and add one line.

    Both take the type via import type, which is erased at runtime.

    Two packages drop seams EXPLICITLY rather than accept-and-ignore. chrome extends Omit<LayerFactoryConfig, 'access' | 'hooks' | 'extraFields' | 'fieldOverrides' | 'omitFields' | 'fieldOrder' | 'slugs'> because it returns Payload GLOBALS, not collections — those seven are keyed by collection slug and typed against CollectionConfig, and chrome's slugs already have direct per-surface knobs (header.slug, footer.slug) a parallel map could contradict.

    The one seam it keeps, adminGroup, IS applied: globals carry admin.group exactly as collections do. rpg extends Omit<LayerFactoryConfig, 'access'> because CharacterSheetsConfig is a single collection's config that doubles as the layer factory's config, and its own access already means "this collection's access object" — one level shallower than the base's slug-keyed map.

    Two meanings under one name is the confusion this interface exists to end.

    Factory-verb convergence. Three verbs were live. createWorkflowLayer(config?) is new in @wabbit/tome-workflow (a new export — hence the minor) and returns a spreadable, deliberately EMPTY CollectionConfig[]: this layer is an engine, not a collection set, so the empty array is the honest answer and lets ...createWorkflowLayer() compose exactly like every sibling.

    Its WorkflowLayerConfig omits every seam for the same reason, and exists as the stable place a real option will land. createGamificationLayer and createRpgLayer are pure aliases of registerGamificationLayer / registerRpgLayer.

    initWorkflow, registerGamificationLayer and registerRpgLayer are all @deprecated with sunset at each package's next major; none is removed.

    Forcing function: scripts/assert-layer-factory-contract.mjs + pnpm assert:layer-factory-contract, wired into platform-discipline.yml after assert:layer-version (source reading only, pre-build). Every exported create*Layer must take a config parameter whose type resolves to LayerFactoryConfig — through extends, an intersection, or an explicit Omit<…> — with verb aliases followed to their register*/init* target.

    Before this change it reported 12 violations and 0 conforming; it now reports 15 conforming, 0 violations. Deliberately NOT checked: whether a factory actually applies what it accepts, because a machine cannot tell a documented deferral from an accident, and a gate that forced silent application would be worse than one that forces a stated deferral. docs/guides/create-a-new-layer-package.md gains a "The factory contract" section stating the rule and the three permitted responses.

    Three factories are ALLOWLISTED with a reason each: createAiLayer returns credential wiring and owns no collections, so every seam is meaningless to it; createFormsLayer and createIntakeLayer are owned by the forms+intake access wave running in parallel, whose changes rewrite the same files.

    Peer floors: accounts, catalog, chrome, crm, deals, economy, fulfillment, gamification, marketing and rpg raise @wabbit/tome-core to >=1.14.0 <2.0.0. The new subpaths do not exist below that, and a too-low floor is how ERR_PACKAGE_PATH_NOT_EXPORTED reached crowdfund's consumers once already.

    These are marked patch because the config widening is purely additive; the raised required-peer floor is the reason a release manager may prefer to cut them as minors instead.

  • 0.6.1
    Pin each layer's registered version to package.json instead of a hand-typed literal.

    registerLayer(name, { version }) is the contract a consumer reads back through hasLayer/getLayer to gate on a layer's capability. Eight packages passed a literal that nobody compared to the manifest, so an up-to-date install advertised an old contract and every gate keyed on it failed silently — nothing throws when a version string is stale.

    PackageRegisteredActual
    @wabbit/tome-rpg'0.1.2'0.2.2
    @wabbit/tome-gamification'0.1.0'0.3.1
    @wabbit/tome-crm'0.3.0'0.5.0
    @wabbit/tome-ai'0.1.0'0.4.0
    @wabbit/tome-formsTOME_FORMS_VERSION = '0.1.0'0.3.2
    @wabbit/tome-intakeTOME_INTAKE_VERSION = '0.1.0'0.3.1
    @wabbit/tome-marketing'0.1.0'0.4.0
    @wabbit/tome-chrome'0.6.0'0.8.5

    Each package now carries a leaf src/version.ts exporting <NAME>_LAYER_VERSION, read by its registerLayer call — the shape nine sibling packages (accounts, catalog, crowdfund, deals, economy, fulfillment, ledger, lms, org, workflow) already used and stayed accurate with. Forms' and intake's module-local TOME_*_VERSION consts move into that module: a _named_ constant was never the guarantee, a _pinned_ one is.

    The forcing function ships with the fix. pnpm assert:layer-version (new, wired into platform-discipline.yml pre-build) parses every registerLayer call in the repo, resolves its version argument through literals and consts, and fails on any disagreement with the manifest — so this cannot recur in a package that never gets around to writing the test.

    Seven of these eight were found by the 2026-09-01 sale-readiness audit; chrome was found by the assert itself on its first run.

    crm, forms, intake, marketing and rpg gained their first test suite in the process (tests/layer-version.test.ts) and were removed from the assert:test-floor starting-debt allowlist.

    No runtime behavior changes for a consumer already on a current install — the version a layer reports simply becomes true.

  • 0.6.1
    Manifest metadata: homepage, bugs, engines.

    All 46 publishable manifests were missing the three fields a consumer sees before any code (2026-09-01 sale-readiness audit §6). Metadata only — no source, no build, no runtime change.

    • homepage deep-links to that package README on GitHub (.../tree/main/packages/<dir>#readme). Without it a registry page links to the monorepo root and the reader has to guess which of 46 folders they want.
    • bugs.url points at the repo issue tracker, so a paying customer has a place to report a defect that is not email.
    • engines.node is >=22, matching the root engines and .nvmrc set the same day. This is a real floor, not decoration: CI on Node 20 could not expand the glob the block packs use for node --test, and a package installed on Node 20 fails at a runtime the installer cannot connect back to the version.

    The forcing function ships with the change: scripts/assert-manifest-metadata.mjs (root pnpm assert:manifest-metadata, wired into platform-discipline.yml beside assert:license-metadata) fails when any publishable manifest lacks description, repository.directory matching its own folder, homepage, bugs, engines.node equal to the repo floor, license, files or sideEffects. It reported 138 violations before this change and 0 after.

  • 0.6.1
    `normalizeEmail` adoption on the email fields the 2026-09-01 audit flagged, plus the one swallowed error that had no logger.

    Email is the cross-layer join key — forms hands a submission to intake, intake to CRM contact matching, CRM to marketing suppression — and findContactByEmail / matchOrCreateContact normalize before they query. Any layer that stores a raw address forks the same person into two records at the first hand-off.

    • intake — intake-submissions.email (required, indexed, the CRM join column) now normalizes through core's canonical normalizeEmail via a new normalizeEmailField field hook. Field-level rather than folded into beforeValidateIntake, which returns early on anything but a create: an admin retyping an address on update is exactly the case a create-only hook misses.
    • forms — the emailRecipient config field gains the same hook, and the email field-type descriptor's sanitize stops hand-rolling v.trim().toLowerCase() and delegates to normalizeEmail. That fork agreed byte-for-byte today, which is the problem: the day the shared helper learns anything, forms silently stops agreeing. (assert:no-forked-primitives catches exact-body forks, not inline expressions like this one.)
    • crm — record-crm-activity-with-dedup.ts's account-resolution catch was the one swallowed error in the repo's sample with no logger call at all (audit §6). The swallow is correct — an activity row without an account link beats a dropped webhook — but a contacts lookup failing there is normally a slug misconfiguration or a permissions change, and every later activity lands unlinked until someone notices. It now warns through req.payload.logger.warn with a console.warn fallback, naming the contact and the slug, matching access/presets.ts and hooks/stage-change-dispatch.ts.

    Normalization stays deliverable-address preserving (trim + lowercase only; no dot-stripping, no plus-tag removal) — asserted, because the stored value is what gets emailed.

  • 0.6.1
    First test suites for the four packages the 2026-09-01 sale-readiness audit named as "security-relevant code with no test" (§7).

    No behavior changed in marketing or intake; forms and crm ship one behavior change each, described below and covered by the same suites.

    • marketing — webhooks/verify-utils gets published HMAC-SHA256 known-answer vectors (RFC 4231 TC2, quick-brown-fox) plus a cross-check against node:crypto as an independent oracle, and a full contract table for timingSafeEqualHex (case folding, single-nibble mismatch, length short-circuit, and the fact that it does not validate hex — two empty strings compare equal, so callers must check presence first). Both adapters' verify functions are covered end to end: valid token accepts, one-character change rejects, missing/empty/differently-cased header rejects, malformed URL fails closed, and the unconfigured-secret pass-through is asserted explicitly rather than left implicit. The secret (Encharge) vs webhookSecret (Kit) parameter-name split is pinned as a contract, not harmonised: passing the other package's key name leaves the secret undefined, which means bypass mode — a rename would open both endpoints silently. Also documents a real Web Crypto/node divergence: an empty secret THROWS rather than signing, which is the fail-closed outcome and is now pinned.
    • intake — withIntakeAccess gets the full truth table: create denied for everyone including admins (all writes go through submitIntakeAction with overrideAccess: true), read/update per preset, delete admin-only regardless of preset, plus wrapper semantics (overrides incoming access, shallow clone, defines exactly four keys). The file's TODO: wire to tome-core capability registry is untouched — the suite pins the CURRENT roles-array heuristic, including its case-sensitivity and the fact that it ignores role/_populatedRoles, so the wiring change arrives as a deliberate diff.
    • forms — server/targets/webhook covered for request shape (method, header merge and override, payloadTransform) and every failure path (non-2xx with detail, 200-char body truncation, body-read failure, network rejection, non-Error throw, never throwing to the caller). The absence of any timeout is asserted explicitly rather than glossed: fetch is called with no AbortSignal, so a hanging endpoint hangs the submission — that assertion is the ticket, and it flips loudly when a timeout lands.
    • crm — access/presets covered for all three paths: seeded capability grants, the legacy admin/superadmin/super-admin roles-array fallback, and the bootstrap fallback that opens crm:read to any authenticated session. The last one is asserted in both directions — what it opens (read on every collection) and what it still refuses (write, delete) — because an un-seeded production site is running on it. buildAccountDeleteGuard and the once-per-process production warning are covered too.

    All four packages gain a test script (vitest run) and a vitest devDependency, and are removed from scripts/assert-test-floor.mjs's ALLOWLIST — a stale allowlist entry fails the assert in both directions.

  • 0.6.1
    Delegates to @wabbit/tome-workflow; local guards deprecated.

    @wabbit/tome-workflow is the extracted canonical home for the status-transition table and the keyed side-effect registry — its own module headers say so, naming deals as the source it was ported from — and none of the three packages that still shipped a copy depended on it (2026-09-01 sale-readiness audit §5.1). All three now declare @wabbit/tome-workflow as a required, explicitly non-optional peer (>=0.1.1 <1.0.0) with a workspace:* devDependency twin, and all three raise their @wabbit/tome-core peer floor to >=1.14.0 <2.0.0 (see the LayerFactoryConfig changeset — the new core subpaths do not exist below it).

    deals — full delegation, five functions deprecated. defineDealSideEffect, replaceDealSideEffect, getDealSideEffect, getRegisteredSideEffectKeys and _resetSideEffectRegistry are now thin wrappers over defineWorkflowSideEffect / replaceWorkflowSideEffect / getWorkflowSideEffect / getRegisteredWorkflowSideEffectKeys / _resetWorkflowSideEffectRegistry, each @deprecated with sunset at the next major. findTransition and validateWorkflow likewise wrap workflow's findTransition / validateTransitionTable.

    resolveWorkflow and DEFAULT_DEAL_WORKFLOW are NOT deprecated: the default quote lifecycle is deals' own domain data, and resolveWorkflow resolves an artifact type's optional workflow override, a deals concept with no workflow-layer equivalent.

    Two consequences of the deals delegation are invisible at a call site and are stated in the module headers. First, the side-effect store moves from a module-local Map to globalThis keyed by Symbol.for — a FIX, not a byproduct: deals ships separate ESM and CJS builds, so a handler registered through one instance was invisible through the other, and the transition then advanced with its side effect silently skipped.

    Workflow's own header names deals' local Map as the hazard it deliberately did not repeat. Second, the key namespace is now shared with every other workflow consumer, so a duplicate key across two layers throws at registration instead of quietly shadowing — the intended duplicate policy in both packages.

    One behavior change to note: validateWorkflow's returned message prefix is now [tome-workflow] rather than [tome-deals], because the validator is workflow's; that function shipped with zero call sites and zero tests.

    marketing — lookup delegated, three semantics kept local. The §9 campaign lifecycle is now published (module-scope, not from the barrel) as MARKETING_CAMPAIGN_TRANSITION_TABLE, derived from the existing adjacency map so the two cannot disagree, and the allow decision plus the "allowed from here" list come from workflow's findTransition / allowedTransitionsFrom. The adjacency map is kept as the source it is derived from because a flat table cannot distinguish a deliberately terminal status (archived, empty list) from a status absent from the map entirely (data corruption) — this hook has always reported those as two different errors, and collapsing them would turn "your database has an unknown status" into "that transition is not permitted".

    buildStageTransitionGuard is NOT deprecated: it is a Payload beforeChange hook factory and workflow ships no hook; guardedTransition is a server-side call that owns the write, and adopting it moves the transition out of the collection hook entirely. That is marketing's 1.0 question.

    crm — lookup delegated, three semantics kept local, and this is the one that could not be forced. buildStageTransitionTable(stageConfig) projects a TomeCrmOpportunityStageConfig onto a WorkflowTransitionTable, and the allow decision comes from workflow. Three semantics stay local, each because delegating them would change behavior: (1) a stage that declares NO allowedTransitions is UNCONSTRAINED in crm, and a transition table cannot distinguish "no edges declared" from "no edges permitted" — feeding those stages to findTransition would turn crm's open-by-default pipeline into a closed one for every consumer whose config declares transitions on some stages and not others; (2) an unknown stage key is a misconfiguration reported as one, ahead of any transition check; (3) the lost-category lossCategory requirement is a field-level data rule keyed off a stage's category, and hanging it on WorkflowTransition.guard would make every consumer of the exported table inherit a crm write-validation rule.

    The rejection message now also names the legal moves from the previous stage, sourced from allowedTransitionsFrom — strictly more diagnostic, same throw conditions.

    The deals↔CRM cascade re-entrancy handshake is untouched: skipDealCascadeHooks (deals status-transition-guard.ts) and tomeCrmSuppressStageDispatch (crm advance-opportunity-stage.ts → stage-change-dispatch.ts) behave exactly as the 2026-06-11 cascade-semantics amendment D2 documents. Neither guard's participation in that handshake changed; crm's stage guard never participated in it at all.

    New suites pinning the delegation, one per package (tests/workflow-delegation.test.ts, 12 + 9 + 8 assertions), each spying on the workflow module itself so a future edit that quietly restores a local copy fails a test rather than passing silently — which is exactly how the original fork survived four months of green CI.

0.5.xMinor

  • Naming convergence (all additive; every old name keeps working as a @deprecated alias until that package's next major).

    create* is canonical for collection/layer factories (define* stays reserved for the blocks descriptor system): crm/deals/marketing/intake/forms gain create*Collection names for their former define*Collection factories. Layer entries converge on createXLayer(config?) → bundle: createCrmLayer/createDealsLayer/createMarketingLayer/createCatalogLayer/createEconomyLayer/createChromeLayer/createLmsLayer/createAiLayer (+ createFormsLayer/createIntakeLayer), returning bare CollectionConfig[] where the layer contributes only collections or an honest named bundle where it hands back more (chrome: { globals }; lms/ai: { collections, hooks }); void-returning initCatalog/initEconomy stay as the single registration call sites, delegated to internally.

    Naming note for forms consumers: createFormsCollection (singular factory) vs createFormsCollections (plural composer) vs createFormsLayer (layer entry) — each docblock states the distinction.

  • Email lookup paths adopt core's normalizeEmail instead of hand-rolled lowercasing: crm's find-contact-by-email / match-or-create-contact, and deals' create-from-intake — the latter was missing .trim(), so a padded intake email could fork a duplicate CRM contact.

  • registerLayer is now statically imported (forms/intake pattern) instead of lazily require()d in ten layer packages' init/register paths.

    The lazy pattern silently no-ops under Payload's native-ESM CLI (generate:types / generate:importmap), so layer registration could vanish without error. Packages whose tome-core peer is genuinely optional (economy, ai, gamification) deliberately keep the guarded lazy path; tome-core's admin-nav/self-register.ts deliberately keeps its subpath require() (documented ESM/CJS dual-cache fix — do not convert).

  • Every package now declares an explicit sideEffects field (38 added; motion/engine/forms already correct).

    Registration-bearing modules (render files' registerRenderer, blocks/*/index.ts defineBlock self-registration, widget register.ts files, productHooks, permission self-registrations, print templates, chrome built-in variants) are listed so bundlers can tree-shake everything else WITHOUT dropping import-time registrations — previously the field was unset, which blocked cross-module tree-shaking through the barrels entirely. Never blanket false on a package with registration or CSS.

  • DRY adoption sweep (the audit's "adoption, not extraction" rule): crm/deals capability presets delegate to core's sessionHasCapabilityOrLegacyAdmin; new core buildOwnershipWhere/ownershipOrBypass (via ./access) adopted by core's vendorScoped, catalog's vendor-scoping, and org's ownOrScoped (public APIs unchanged); slugField() adopted at 7 sites where semantics matched exactly (core lms collections + createMemberCollection — replacing a third independent slugify), with ~25 sites honestly skipped for named semantic divergences (auto-regenerate-on-clear vs allow-empty, collection-level hook pattern) now listed as core-enhancement candidates; new formatDisplayDate in blocks-core utilities (UTC-pinned, hydration-safe) adopted at 5 verified-identical sites; lms-ui consolidates its two certificate date formatters locally; useMediaQuery/useIsMobile published from tome-ui and adopted by AppShell + admin's SidebarProvider; gamification's awardPoints now uses the authoritative getPointsBalance (fixes a divergent 1000-row scan cap vs the correct 10000).

0.4.xMinor

  • Add configurable winTriggerStatus to the deals->CRM cascade (TomeCrmConfig).

    The linked opportunity advances to its won stage when a deal reaches this status. Default is 'accepted' — unchanged behavior: a signed deal wins the opportunity (the quote/SOW lifecycle).

    Consumers whose payment is decoupled from signature (e.g. proposals paid via Stripe Checkout) set winTriggerStatus: 'paid' so the win — and any spawn-on-won side-effect — fires on payment, not on signature. No behavior change for existing consumers; the paid payment-note activity is unaffected.

2 fixes (0.4.1 – 0.4.3)
  • 0.4.3

    Admin label polish + formatted commerce money columns: explicit labels for CRM collections ("CRM Accounts…"), Admin/Learner UI Preferences, and better-auth generated collections ("Auth Accounts", "Two-Factor Credentials", OAuth/JWKS casing) via the plugin's customizeCollection hook; nav SYSTEM_LABEL_OVERRIDES map (payload-kv → "Payload KV") applied at resolver + pinned-section label sites; Orders.total / Payments.amount / Prices.amount virtual afterRead fields format integer cents against the row currency ("4900" → "$49.00") in list views with no client components (zero generate:importmap coupling).

  • 0.4.1
    Docs-manifest emitter pipeline (W3 ship-readiness).

    @wabbit/tome-blocks-core now ships a standalone Node ESM CLI at scripts/emit-docs-manifests.mjs that emits per-package documentation manifests (index.json, packages/<slug>.json, changelog.json) by reading what packages already carry — READMEs, the payload-free <pkg>/meta block-usage barrels, package.json exports maps, and CHANGELOG.md. It is the docs-pipeline sibling of the gallery source extractor and is consumed by host sites at prebuild: node node_modules/@wabbit/tome-blocks-core/scripts/emit-docs-manifests.mjs --output-dir <dir> --scope <scope.json>.

    To let the emitter import block metadata uniformly without dragging Payload config into a build script, the ./meta payload-free subpath (BlockMetaEntry[]) is extended to the remaining offered blocks packs — agency-essentials, catalog-pack, lms-pack, org-pack, and signal-theme — mirroring the existing editorial-pack / marketing-starter / content-writer / extras barrels. Each block's BlockMeta was relocated verbatim into a payload-free sibling meta module and re-imported by its block config; no meta values changed.

    Every supported-core package additionally adds CHANGELOG.md to its published files array so the next publish cascade ships changelogs the emitter can read from installed tarballs at prebuild.

0.3.xMinor

  • v0.3 consumer seams — promotes the four platform gaps wabbit-site-core's dogfood proved (2026-06-10 audit).
    • `extraFields` config seam — TomeCrmConfig.extraFields.{contacts,accounts,opportunities,activities} appends site-specific fields (attribution, lead scoring, …) after platform fields. Retires the consumer-side withCrmExtensions() post-processing pattern.
    • `onOpportunityStageChange` now fires on every stage transition — the opportunities collection's afterChange hook is the dispatch point, so admin-UI edits and raw payload.update calls dispatch the adapter, not just advanceOpportunityStage(). The helper suppresses the hook via request context when its own call-time config carries the adapter, so each transition dispatches exactly once. Does not fire on create.
    • `findOpenOpportunityForAccount(payload, accountId, { config })` — canonical "one open opportunity per account" dedup helper, exported from /server.
    • `buildDealsCrmBridge(config)` — ready-made callback for initDeals({ onStatusChange }) (sent→activity, accepted→won, rejected→lost, paid→payment note). Structurally typed (CrmDealLike); no dependency on @wabbit/tome-deals. `wireDeals` is deprecated — it was a layer-presence probe that attached nothing (the GAP-3 trap) and will be removed in v1.0.
3 fixes (0.3.1 – 0.3.2)
  • 0.3.2
    Fix two consumer-breaking defects found by a consumer's adoption (first post-0.3.x consumer).
    1. `linkedMember` is now composition-gated on `config.memberSlug` — previously the contacts factory built the relationship unconditionally with relationTo: memberSlug ?? 'members', throwing InvalidFieldRelationship at Payload init for any consumer without a members collection. The CRM spec makes member identity consumer-wired and optional; the field now follows the same presence pattern as sourceSubmission/intakeSubmissionsSlug. Both existing consumers (wabbit-site-core, tome-starter) set memberSlug: 'members' explicitly and keep the field unchanged; consumers that omitted it were crashing, so no working configuration changes behavior.
    1. `@wabbit/tome-core` peer floor raised `>=1.0.0` → `>=1.1.0` — crm's dist imports @wabbit/tome-core/utilities/normalize, a subpath only exported from core 1.1.0, so the declared floor produced ERR_PACKAGE_PATH_NOT_EXPORTED at runtime on core 1.0.x installs.
  • 0.3.1
    Consolidation pass (2026-06-10 audit dialect-drift findings) — the platform stops forking its own conventions.

    tome-core (minor — new public APIs):

    • ./auth/repScoping — buildRepWhereClause({ adminCapability, repField }) + buildCapabilityScopedRead({ readCapability, adminCapability, repField }) + sessionHasCapabilityOrLegacyAdmin + DENY_ALL_WHERE. The canonical "rows I own" access primitive, promoted from crm/deals' ~90%-identical copies (266 LOC → one parameterized implementation).
    • ./utilities/normalize — normalizeEmail (trim + lowercase). Email is the cross-layer join key; one normalizer, everywhere.
    • ./fields/slug — formatSlug upgraded to the canonical algorithm (promoted from catalog's strictly-more-robust slugify: collapses whitespace/hyphen runs, trims edge hyphens); new buildAutoSlugHook(sourceField, slugField) collection-level variant. Stored slugs untouched; only future generations on irregular-whitespace inputs differ.

    catalog / org / crm / deals (patch): local copies replaced with delegations to the core primitives. Public names and signatures unchanged (slugify, autoSlugHook, buildNormalizeEmailHook, normalizeDealEmail, repWhereClause, accountRepWhereClause, dealsRepWhereClause, dealsRepOrAdminWhereClause).

    Notably, org's auto-slug header had _claimed_ to wrap core's slugifier while carrying a divergent local copy — now it actually does.

  • 0.3.1
    Platform-wide peer-range sweep: every workspace:*/workspace:^ entry in peerDependencies replaced with an explicit semver range (@wabbit/tome-core >=1.0.0 <2.0.0, tome-ui >=0.9.0 <1.0.0, tome-motion >=0.2.0 <1.0.0, tome-catalog >=1.1.0 <2.0.0, tome-admin >=0.5.0 <1.0.0; tome-crm ranges standardized to >=0.2.0 <1.0.0).

    The workspace protocol publishes as an exact-version pin, so every substrate bump stranded installed dependents — the breakage class proven by marketing@0.1.0/deals@0.1.1 requiring tome-crm@0.2.0 exactly. devDependencies keep workspace:* for the local link. (@wabbit/tome-admin-pro got the same source fix but is rc-versioned; it carries the change on its next intentional release.)

    tome-crm additionally gains a once-per-process production warning when the capability-registry fallback grants access — the bootstrap heuristic (any authenticated user passes crm:read) now announces itself instead of running silently on sites that forgot to seed capability grants (2026-06-10 audit hardening item).

    Graph-truth additions (same hygiene wave): tome-deals declares its lazy print integration as an optional peer (@wabbit/tome-print >=0.1.0 <1.0.0); tome-intake declares its lazy catalog routing strategy (@wabbit/tome-catalog >=1.1.0 <2.0.0, optional). These were undeclared dynamic imports — invisible to consumers and to pnpm's build topology.

0.2.xMinor

  • Add the v0.2 marketing-substrate contract (consumed by @wabbit/tome-marketing).

    All new fields are nullable/optional — non-breaking for existing consumers.

    • Suppression state + maintenance helpers: markContactUnsubscribed, markContactBounced (soft-bounce threshold with auto-suppress), clearContactSuppression, isContactSendable, filterSendableContactIds. New crm-contacts fields bouncedAt / bounceType / suppressionReason / suppressionSource, and an onSuppressionChange config adapter (carries source so consumers can loop-guard provider suppression mirrors).
    • Provider-event ingestion: recordCrmActivityWithDedup with aggregate-at-ingest — a composite aggregationKey collapses opened/clicked/site-visited per contact/campaign/day, while sent/replied/bounced/unsubscribed stay 1:1 — plus a (provider, externalId) unique index for idempotent webhook ingestion. New crm-activities fields provider / eventType / aggregationKey / eventCount / firstEventAt / lastEventAt, a buildSuppressionCascadeHook, and buildStampLastContactedHook now skips provider events that are not "we contacted them". NOTE: the event-payload param on recordCrmActivityWithDedup is eventPayload (not payload, which is the Payload instance).
    • Optional `crm-activities.campaign` relationship (config-driven via activityCampaignSlug, default marketing-campaigns) for campaign attribution — only registered when the slug is set; CRM never imports marketing.

0.1.x

4 fixes (0.1.2 – 0.1.5)
  • 0.1.5
    Updated dependencies [8947ff1]
    • @wabbit/tome-core@1.0.12
  • 0.1.4

    Updated dependencies [36dc023]

  • 0.1.4
    Updated dependencies [2612799]
    • @wabbit/tome-core@1.0.11
  • 0.1.2
    Phase 1.5 dogfood findings — three bugs surfaced when Wabbit became the layer's first consumer.
    1. `crm-activities` duplicate field name. Both rich-text body and the textarea fallback declared name: 'body', discriminated by admin.condition. Payload's sanitizer rejects same-level field-name collisions regardless of conditions, throwing DuplicateFieldName: 'body' at config build (no consumer could call payload generate:types or boot dev). Renamed the textarea to summary. TomeCrmActivity type and recordActivity helper updated to route input.body to body for note/email types and input.summary to summary otherwise.
    2. Hook type narrowing fails cross-repo. Consumers with a populated payload-types.ts widen DataFromCollectionSlug<CollectionSlug> to a 50+ collection union, hiding lifecycleStage / lastContactedAt from the dynamic-slug findByID results in cascade-contact-lifecycle and stamp-last-contacted. The auto-link-account hook also tripped Wabbit's noUncheckedIndexedAccess. Read results now narrow structurally to { lifecycleStage?: string } / { lastContactedAt?: string | null }; update payloads cast through unknown as never; array indexing guarded.
    3. `sourceSubmission` field hard-required `intake-submissions` collection. The relation field on crm-contacts and crm-opportunities resolved to config.intakeSubmissionsSlug ?? 'intake-submissions' unconditionally, throwing Payload init for any consumer without @wabbit/tome-intake registered. Field is now conditional: declared only when intakeSubmissionsSlug is passed in config. Mirrors the composition-presence pattern used by @wabbit/tome-lms.

    No public API changes outside TomeCrmActivity (added summary?: string | null) and the recordActivity helper (now reads input.summary for non-rich types). v0.1.0 had zero published consumers; Wabbit's wiring is being adjusted in the same Phase 1.5 cycle.

Full changelog across all packages