feat(crm): per-connection deal write guard

merged#2917CedarCopilot

CedarCopilot wants to merge 2 commits into staging from worktree-send-it-deal-write-guard

22 files changed

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  • addedapps/server/src/lib/__tests__/edit-distance.test.ts+43-0
  • addedapps/server/src/lib/edit-distance.ts+12-0
  • modifiedapps/server/src/mastra/skills/account-config/tools/applyConfigChangeTool.ts+14-0
  • modifiedapps/server/src/mastra/skills/account-config/tools/readConnectionSettingsTool.ts+4-1
  • modifiedapps/server/src/mastra/tools/conversation/__tests__/updateConversationFieldsTool.test.ts+328-1
  • modifiedapps/server/src/mastra/tools/conversation/updateConversationFieldsTool.ts+53-5
  • modifiedapps/server/src/mastra/workflows/sync/__tests__/update-external-crm-workflow.test.ts+258-29
  • modifiedapps/server/src/mastra/workflows/sync/update-external-crm-workflow.ts+61-7
  • modifiedapps/server/src/services/crm/__tests__/crm-field-sync-summary.test.ts+12-0
  • addedapps/server/src/services/crm/__tests__/deal-write-guard.test.ts+488-0
  • modifiedapps/server/src/services/crm/conversations.ts+5-3/api/trpc/crm.listConversations/api/trpc/crm.getConversationsPOST /api/trpc/crm.listConversations+6
  • addedapps/server/src/services/crm/deal-write-guard.ts+196-0
  • modifiedapps/server/src/services/crm/external-crm-events.ts+1-1
  • modifiedapps/server/src/services/integrations/__tests__/connection-config.test.ts+291-1
  • modifiedapps/server/src/services/integrations/connection-config.ts+141-7
  • modifiedapps/server/src/services/kb/helpers.ts+2-22
  • modifiedapps/server/src/trpc/routes/__tests__/crm-update-conversation-partial-failure.test.ts+40-3
  • modifiedapps/server/src/trpc/routes/__tests__/crm-upsert-working-memory-partial-failure.test.ts+36-0
  • addedapps/server/src/trpc/routes/__tests__/mastra-update-external-crm.test.ts+108-0
  • modifiedapps/server/src/trpc/routes/crm.ts+22-4
  • modifiedapps/server/src/trpc/routes/mastra.ts+11-2POST /api/trpc/mastra.chatWarm/api/trpc/mastra.chatStream/api/trpc/mastra.chatWarm
  • addeddocs/design/deal-write-guard.md+77-0