@aglyn/aglyn 1.0.0-beta.143

package/src/lib/app-utils/crm-booking.js

@@ -0,0 +1,133 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * THE BOOKING DOOR BETWEEN THE CRM AND BOOKINGS (AGL-2660) — the pure half.
+ *
+ * A rep drops a booking link into an email from a record; the visitor books
+ * through it; the booking comes back to the record as a meeting on its
+ * timeline and, when the service asks for one, a follow-up task. The two
+ * plugins never import each other's server code, so everything both sides
+ * must agree on — the query key the link carries, the shape of the record
+ * reference inside it, the wording of the meeting and the task, the day the
+ * task falls due — lives here, in the library both already read.
+ */ import { isValidTimeZone, zonedDateTime } from "@aglyn/shared-util-timestamp/zoned-time";
+/**
+ * The query key a booking link carries the record on: `?crm=contact:abc`.
+ *
+ * The reference rides the LINK rather than relying on the booker's address
+ * because the two routinely differ — a rep emails somebody's work address
+ * and they book with a personal one — and a booking that could only be
+ * matched by address would then land on nobody. The widget copies the value
+ * onto the booking request, the booking row keeps it as `crmRef`, and the
+ * server files the meeting under the record it names.
+ */ export const CRM_BOOKING_REF_PARAM = 'crm';
+/**
+ * The query key that preselects a service in the booking widget:
+ * `?service={serviceId}`. The widget lists every active service and this
+ * opens it on the one the link was about.
+ */ export const BOOKING_SERVICE_PARAM = 'service';
+/** The three records a booking link can be dropped from. */ export const CRM_BOOKING_REF_KINDS = [
+    'contact',
+    'lead',
+    'deal'
+];
+/**
+ * What a record id may look like inside the reference. A contact's and a
+ * deal's ids are Firestore-minted; a lead's is a person key (hex). Nothing
+ * legitimate carries a slash or a space, and a value that does is not a
+ * reference the server should go looking for.
+ */ const REF_ID_PATTERN = /^[A-Za-z0-9_-]{1,128}$/;
+/** `contact:abc` — the wire form of a reference. */ export function formatCrmBookingRef(ref) {
+    return `${ref.kind}:${ref.id}`;
+}
+/**
+ * The reference a query value names, or `null` for anything that is not one.
+ *
+ * Strict on purpose: the value arrives on a public, unauthenticated booking
+ * request, so an unknown kind or a malformed id is dropped rather than
+ * stored — a booking still lands, it simply matches by address instead.
+ */ export function parseCrmBookingRef(raw) {
+    if (typeof raw !== 'string') return null;
+    const separator = raw.indexOf(':');
+    if (separator <= 0) return null;
+    const kind = raw.slice(0, separator);
+    const id = raw.slice(separator + 1);
+    if (!CRM_BOOKING_REF_KINDS.includes(kind)) return null;
+    if (!REF_ID_PATTERN.test(id)) return null;
+    return {
+        kind: kind,
+        id
+    };
+}
+/** The slot, as the meeting entry and the task print it. */ function formatSlot(startsAtMs, timezone) {
+    try {
+        return new Intl.DateTimeFormat('en-US', {
+            timeZone: timezone,
+            dateStyle: 'full',
+            timeStyle: 'short'
+        }).format(new Date(startsAtMs));
+    } catch (unused) {
+        // An unknown zone name on the service falls back to UTC rather than
+        // failing the write: a meeting filed with a slightly wrong clock is
+        // better than no meeting at all.
+        return new Intl.DateTimeFormat('en-US', {
+            timeZone: 'UTC',
+            dateStyle: 'full',
+            timeStyle: 'short'
+        }).format(new Date(startsAtMs));
+    }
+}
+/**
+ * What the meeting entry on the timeline says — the service and the slot,
+ * in the service's own timezone, with the zone named so a rep in another
+ * one is not misled. The body, not the subject: `subject` is the field a
+ * sent email carries, and the timeline draws it as one.
+ */ export function crmBookingMeetingBody(input) {
+    var _input_serviceName;
+    const timezone = input.timezone || 'UTC';
+    const service = String((_input_serviceName = input.serviceName) != null ? _input_serviceName : '').trim() || 'Booking';
+    return `${service} — ${formatSlot(input.startsAtMs, timezone)} (${timezone})`;
+}
+/** The title of the task a service files when it asks for a follow-up. */ export function crmBookingFollowUpTitle(serviceName) {
+    const service = String(serviceName != null ? serviceName : '').trim() || 'the booking';
+    return `Follow up after ${service}`;
+}
+const DAY_MS = 24 * 60 * 60 * 1000;
+/**
+ * Weekday (0 = Sunday … 6 = Saturday) of an instant in a timezone, read in
+ * UTC when the zone name is one `Intl` does not know — for the reason
+ * `formatSlot` gives.
+ */ function weekdayIn(atMs, timezone) {
+    return zonedDateTime(atMs, isValidTimeZone(timezone) ? timezone : 'UTC').weekday;
+}
+/**
+ * When the follow-up falls due: ONE BUSINESS DAY after the slot, at the
+ * slot's own clock time.
+ *
+ * A meeting on a Friday is followed up on Monday, one on a Saturday or a
+ * Sunday on Monday too; any other day is followed up the next. Whole days
+ * are added to the instant rather than a calendar walked, so the arithmetic
+ * cannot land on a clock time that does not exist across a DST change —
+ * the task is due "about this time tomorrow", and an hour either way is not
+ * a fact the task keeps.
+ */ export function crmBookingFollowUpDueMs(endsAtMs, timezone) {
+    const weekday = weekdayIn(endsAtMs, timezone || 'UTC');
+    // Friday (5) skips the weekend; Saturday (6) reaches Monday in two days.
+    const daysAhead = weekday === 5 ? 3 : weekday === 6 ? 2 : 1;
+    return endsAtMs + daysAhead * DAY_MS;
+}
+
+//# sourceMappingURL=crm-booking.js.map

package/src/lib/app-utils/crm-booking.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm-booking.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE BOOKING DOOR BETWEEN THE CRM AND BOOKINGS (AGL-2660) — the pure half.\n *\n * A rep drops a booking link into an email from a record; the visitor books\n * through it; the booking comes back to the record as a meeting on its\n * timeline and, when the service asks for one, a follow-up task. The two\n * plugins never import each other's server code, so everything both sides\n * must agree on — the query key the link carries, the shape of the record\n * reference inside it, the wording of the meeting and the task, the day the\n * task falls due — lives here, in the library both already read.\n */\n\nimport {\n  isValidTimeZone,\n  zonedDateTime,\n} from '@aglyn/shared-util-timestamp/zoned-time'\n\n/**\n * The query key a booking link carries the record on: `?crm=contact:abc`.\n *\n * The reference rides the LINK rather than relying on the booker's address\n * because the two routinely differ — a rep emails somebody's work address\n * and they book with a personal one — and a booking that could only be\n * matched by address would then land on nobody. The widget copies the value\n * onto the booking request, the booking row keeps it as `crmRef`, and the\n * server files the meeting under the record it names.\n */\nexport const CRM_BOOKING_REF_PARAM = 'crm'\n\n/**\n * The query key that preselects a service in the booking widget:\n * `?service={serviceId}`. The widget lists every active service and this\n * opens it on the one the link was about.\n */\nexport const BOOKING_SERVICE_PARAM = 'service'\n\n/** The three records a booking link can be dropped from. */\nexport const CRM_BOOKING_REF_KINDS = ['contact', 'lead', 'deal'] as const\n\nexport type CrmBookingRefKind = (typeof CRM_BOOKING_REF_KINDS)[number]\n\nexport interface CrmBookingRef {\n  kind: CrmBookingRefKind\n  id: string\n}\n\n/**\n * What a record id may look like inside the reference. A contact's and a\n * deal's ids are Firestore-minted; a lead's is a person key (hex). 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The body, not the subject: `subject` is the field a\n * sent email carries, and the timeline draws it as one.\n */\nexport function crmBookingMeetingBody(input: {\n  serviceName: string\n  startsAtMs: number\n  timezone?: string | null\n}): string {\n  const timezone = input.timezone || 'UTC'\n  const service = String(input.serviceName ?? '').trim() || 'Booking'\n  return `${service} — ${formatSlot(input.startsAtMs, timezone)} (${timezone})`\n}\n\n/** The title of the task a service files when it asks for a follow-up. */\nexport function crmBookingFollowUpTitle(serviceName: string): string {\n  const service = String(serviceName ?? 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package/src/lib/app-utils/crm-csv.d.ts

@@ -0,0 +1,232 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * EVERY CRM CSV, WRITTEN ONCE (AGL-2662).
+ *
+ * ## Why these moved out of the plugin
+ *
+ * Each CRM section already wrote a file from the rows it had LOADED, and
+ * the whole-collection export writes the same file from the server over
+ * every row there is. The console app may not import a feature plugin —
+ * plugins reach an app only through the generated loader manifests — so a
+ * server route could not have called the plugin's writers, and writing a
+ * second set would have given one feature two file formats, discovered by
+ * whichever merchant opened both in a spreadsheet.
+ *
+ * So the columns and the cells live here, in the library both sides may
+ * import. The plugin's `contacts-csv.ts`, `companies-csv.ts`,
+ * `deals-csv.ts`, `tasks-csv.ts` and `leads-csv.ts` keep their names and
+ * delegate: the sections import what they always did, and there is one
+ * implementation under all of it. Their specs are unchanged and are the
+ * proof that the move changed no byte of any file.
+ *
+ * ## What a resolver is for, and what an absent one means
+ *
+ * A stored document holds ids — an owner uid, a pipeline id, a linked
+ * record id — and a spreadsheet cannot read an id. Each writer therefore
+ * takes optional resolvers, and every one of them degrades the same way:
+ * ABSENT resolver writes the id itself rather than an empty cell, because
+ * a row whose owner is a uid is still a row whose owner can be found, and
+ * a blank is a claim that nobody owns it.
+ *
+ * The owner columns carry an ADDRESS where they can, which is also what
+ * the contacts and companies imports resolve an owner by — so an exported
+ * file re-imports without a hand mapping.
+ */
+import type { AglynPostalAddress } from '../foundation';
+import { type ContactCustomValue, type ContactFieldDefinition, type ContactLifecycleStage, type CrmCompany, type CrmLeadFields, type CrmTask } from './crm';
+/** Cents as a major-unit decimal — `125000` → `1250.00`; `''` for none. */
+export declare function csvAmount(cents: number | null | undefined): string;
+/** An epoch as an ISO timestamp, or `''` for none. */
+export declare function csvInstant(ms: number | null | undefined): string;
+/**
+ * An epoch as a local calendar DATE — `YYYY-MM-DD`.
+ *
+ * For the fields that are a day rather than a moment: an expected close is
+ * stored at local noon precisely so the day survives a timezone round trip,
+ * and writing it as an instant would hand a spreadsheet a time nobody
+ * chose. The same arithmetic the deal drawer's date field uses, so the
+ * file and the field read one day.
+ */
+export declare function csvLocalDate(ms: number | null | undefined): string;
+/** Epoch millis or a Firestore timestamp as an ISO instant, or `''`. */
+export declare function csvStoredInstant(value: unknown): string;
+/** As much of a projected contact row as the file reads. */
+export interface ContactCsvRow {
+    email?: string;
+    name?: string;
+    phone?: string;
+    jobTitle?: string;
+    companyName?: string;
+    ownerUid?: string;
+    lifecycleStage?: ContactLifecycleStage | '';
+    address?: AglynPostalAddress | null;
+    tags?: string[];
+    sources?: Record<string, unknown>;
+    interactions?: Array<{
+        atMs: number;
+    }>;
+    /** The last open or click on one of the site's campaigns (AGL-2616). */
+    lastEmailEngagementAtMs?: number;
+    notes?: string;
+    /** This holder's custom values, keyed by definition key. */
+    custom?: Record<string, ContactCustomValue>;
+}
+export interface ContactCsvOptions {
+    /**
+     * The owner's address for a stored uid — what the import resolves an
+     * owner by. Absent, the uid is written as it is.
+     */
+    ownerEmail?: (uid: string) => string;
+    /** The org's custom fields, one column each, headed by the field's label. */
+    customFields?: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[];
+}
+/**
+ * The standard columns, in order, headed as the import reads them. A
+ * custom field's column follows these, headed by its label.
+ */
+export declare const CONTACT_CSV_COLUMNS: readonly ["Email", "Name", "Phone", "Job title", "Company", "Owner", "Lifecycle stage", "Address line 1", "Address line 2", "City", "State", "Postal code", "Country", "Tags", "Sources", "Last interaction", "Last engaged", "Notes"];
+/** The header row, with one column per custom field after the standard ones. */
+export declare function contactCsvHeader(customFields?: ContactCsvOptions['customFields']): string[];
+/** One contact's cells, in the header's order. */
+export declare function contactCsvCells(contact: ContactCsvRow, options?: ContactCsvOptions): unknown[];
+/** The whole file, header first. */
+export declare function contactsCsv(rows: readonly ContactCsvRow[], options?: ContactCsvOptions): string;
+/** As much of a company row as the file reads. */
+export type CompanyCsvRow = Partial<Pick<CrmCompany, 'name' | 'domain' | 'website' | 'phone' | 'industry' | 'ownerUid' | 'tags' | 'notes' | 'contactsCount'>> & {
+    address?: AglynPostalAddress | null;
+};
+export interface CompanyCsvOptions {
+    /** The owner's address for a stored uid; absent, the uid is written. */
+    ownerEmail?: (uid: string) => string;
+}
+/** The columns, in order, headed as the import reads them. */
+export declare const COMPANY_CSV_COLUMNS: readonly ["Company", "Domain", "Website", "Phone", "Industry", "Owner", "Address line 1", "Address line 2", "City", "State", "Postal code", "Country", "Tags", "Notes", "Contacts"];
+/** One company's cells, in the header's order. */
+export declare function companyCsvCells(company: CompanyCsvRow, options?: CompanyCsvOptions): unknown[];
+/** The whole file, header first. */
+export declare function companiesCsv(rows: readonly CompanyCsvRow[], options?: CompanyCsvOptions): string;
+/** The currency a deal with no code of its own is read in. */
+export declare const CSV_DEFAULT_DEAL_CURRENCY = "usd";
+/** How a deal's `status` reads in a file. */
+export declare const CSV_DEAL_STATUS_LABELS: Record<string, string>;
+/** As much of a deal row as the file reads. */
+export interface DealCsvRow {
+    title?: string;
+    pipelineId?: string;
+    stageId?: string;
+    status?: string;
+    amountCents?: number;
+    currency?: string;
+    ownerUid?: string;
+    expectedCloseAtMs?: number | null;
+    closedAtMs?: number | null;
+    contactName?: string;
+    companyName?: string;
+    lostReason?: string;
+    notes?: string;
+}
+export interface DealCsvOptions {
+    /** The pipeline's name for a stored id; absent, the id is written. */
+    pipelineName?: (pipelineId: string) => string | undefined;
+    /** The stage's name within its pipeline; absent, the stage id is written. */
+    stageName?: (pipelineId: string, stageId: string) => string | undefined;
+    /** The owner's address for a stored uid; absent, the uid is written. */
+    ownerEmail?: (uid: string) => string;
+}
+export declare const DEAL_CSV_COLUMNS: readonly ["Title", "Pipeline", "Stage", "Amount", "Currency", "Owner", "Expected close", "Status", "Contact", "Company", "Closed", "Lost reason", "Notes"];
+/** One deal's cells, in the header's order. */
+export declare function dealCsvCells(deal: DealCsvRow, options?: DealCsvOptions): unknown[];
+/** The whole file, header first. */
+export declare function dealsCsv(rows: readonly DealCsvRow[], options?: DealCsvOptions): string;
+/** As much of a task row as the file reads. */
+export type TaskCsvRow = Partial<Pick<CrmTask, 'title' | 'kind' | 'priority' | 'status' | 'dueAtMs' | 'completedAtMs' | 'assigneeUid' | 'contactId' | 'companyId' | 'dealId' | 'notes'>>;
+export interface TaskCsvOptions {
+    /** The assignee's address for a stored uid; absent, the uid is written. */
+    assigneeEmail?: (uid: string) => string;
+    /** What a linked record is called; absent, the id is written. */
+    recordName?: (kind: 'contact' | 'company' | 'deal', id: string) => string | undefined;
+}
+export declare const TASK_CSV_COLUMNS: readonly ["Title", "Kind", "Priority", "Status", "Due", "Assignee", "Contact", "Company", "Deal", "Completed", "Notes"];
+/** One task's cells, in the header's order. */
+export declare function taskCsvCells(task: TaskCsvRow, options?: TaskCsvOptions): unknown[];
+/** The whole file, header first. */
+export declare function tasksCsv(rows: readonly TaskCsvRow[], options?: TaskCsvOptions): string;
+/** How one capture surface reads in a file. */
+export declare function csvLeadSourceLabel(source: string): string;
+/** Every surface that produced a capture — the array, or the older single field. */
+export declare function csvLeadSources(lead: Record<string, unknown>): string[];
+/** As much of a lead row as the file reads. */
+export type LeadCsvRow = Record<string, unknown> & Pick<CrmLeadFields, 'status' | 'ownerUid' | 'notes' | 'unqualifiedReason' | 'convertedAtMs'> & {
+    /** The site the lead lives under — what the `Site` column names. */
+    hostId?: string;
+};
+export interface LeadCsvOptions {
+    /** The owner's address for a stored uid; absent, the uid is written. */
+    ownerEmail?: (uid: string) => string;
+    /**
+     * The site's name for a row's `hostId`. Given, the file carries a `Site`
+     * column — the organization-level file; absent, it does not.
+     */
+    siteName?: (hostId: string) => string | undefined;
+}
+/** The columns every leads file carries, in the list's order. */
+export declare const LEAD_CSV_COLUMNS: readonly ["Email", "Name", "Status", "Owner", "Sources", "First seen", "Last seen", "Captures", "Unqualified reason", "Converted", "Notes"];
+/** The header row: the standard columns, with `Site` after `Owner` at the org level. */
+export declare function leadCsvHeader(options?: LeadCsvOptions): string[];
+/** One lead's cells, in the header's order. */
+export declare function leadCsvCells(lead: LeadCsvRow, options?: LeadCsvOptions): unknown[];
+/** The whole file, header first. */
+export declare function leadsCsv(rows: readonly LeadCsvRow[], options?: LeadCsvOptions): string;
+/** The five tables a whole-collection export can be asked for. */
+export declare const CRM_EXPORT_RESOURCES: readonly ["contacts", "companies", "deals", "tasks", "leads"];
+export type CrmExportResource = (typeof CRM_EXPORT_RESOURCES)[number];
+export declare function isCrmExportResource(value: unknown): value is CrmExportResource;
+/** Every resolver any of the five writers takes, in one bag. */
+export type CrmExportOptions = ContactCsvOptions & DealCsvOptions & TaskCsvOptions & LeadCsvOptions & {
+    assigneeEmail?: (uid: string) => string;
+};
+/** The header row one resource's file carries. */
+export declare function crmExportHeader(resource: CrmExportResource, options?: CrmExportOptions): string[];
+/**
+ * One stored document's cells for one resource's file.
+ *
+ * The bridge the server route stands on: it holds a raw document rather
+ * than the projected row a list built, and this is the one place that
+ * turns the first into the second — so the streamed file and the file the
+ * Export button writes are the same columns filled the same way.
+ */
+export declare function crmExportCells(resource: CrmExportResource, document: Record<string, unknown>, options?: CrmExportOptions): unknown[];
+/** What the contacts file needs to know about the holder it is written for. */
+export interface CrmExportContactHolder {
+    /** The consent group whose facet the file reads — a facet is per holder. */
+    groupId: string;
+    /** The sites in that group, which bound the timeline the file reads. */
+    hostIds: readonly string[];
+}
+/**
+ * A stored contact document as the contacts file reads it.
+ *
+ * The projection the Contacts list makes before it writes its own file,
+ * spelled here so the server can make the same one: a contact document
+ * holds one facet per HOLDER, and every field the file writes but the
+ * address itself — the phone, the company, the tags, the notes, the
+ * lifecycle stage, the custom values — lives in the viewing holder's facet.
+ * Reading them off the top of the document is how one business's file ends
+ * up carrying another's notes.
+ */
+export declare function contactCsvRowFromDoc(document: Record<string, unknown>, holder: CrmExportContactHolder): ContactCsvRow;