Greptile Summary

This staging merge adds active-deal-aware CRM status synchronization and agent context, aligns the virtualized CRM row with the selected deal, expands regression coverage, and adds Vooma audit artifacts.

• Prevents a non-active sibling deal from overwriting a conversation's status in the normal same-provider case.
• Labels active and sibling deals in agent context for multi-deal conversations.
• Adds tests for active versus non-active stage synchronization.
• Adds Vooma funnel, stage, company-size, and extraction documentation artifacts.

Confidence Score: 4/5

The PR should not merge until the status guard identifies incoming deals by both provider and deal ID; the relative imports are non-blocking cleanup.

The new guard correctly suppresses ordinary sibling updates but treats provider-local deal IDs as globally unique, allowing a non-active deal from another provider to overwrite the active conversation status when IDs collide.

Files Needing Attention: apps/server/src/services/crm/crm-field-sync.ts; apps/server/src/mastra/utils/context-formatting/conversation-context.ts; apps/server/src/services/crm/tests/crm-field-sync-full.test.ts

Important Files Changed

Flowchart

### Issue 1
apps/server/src/services/crm/crm-field-sync.ts:126-128
**Provider-scoped deal identity is lost**

If a conversation links deals from two CRM providers with the same provider-local deal ID, this comparison treats an update from the non-active provider as an active-deal update, allowing the sibling stage to overwrite the conversation status. Deal identity must include both provider and deal ID.

### Issue 2
apps/server/src/services/crm/crm-field-sync.ts:15-16
**New imports bypass absolute paths**

These new relative imports violate the repository's absolute-import convention. The same changed-code pattern also occurs in `conversation-context.ts` and `crm-field-sync-full.test.ts`, increasing maintenance cost when modules move.

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For each issue above, determine whether it is valid and should be fixed. If so, fix it directly.

_{Reviews (1): Last reviewed commit: "Merge pull request #2514 from CedarCopil..." | Re-trigger Greptile}

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