@aglyn/aglyn 1.0.0-beta.143

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

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+/**
+ * @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 { _ as _extends } from "@swc/helpers/_/_extends";
+import { CONTACT_SOURCE_LABELS, contactDisplayName, interactionsForGroup, readContactFacet } from "./contacts.js";
+import { CONTACT_LIFECYCLE_STAGE_LABELS, CRM_LEAD_STATUS_LABELS, CRM_TASK_KIND_LABELS, crmLeadStatus, isContactLifecycleStage } from "./crm.js";
+import { csvDocument } from "./csv-import.js";
+/*==========================================
+ * CELLS EVERY FILE SHARES
+ *=========================================*/ /** Cents as a major-unit decimal — `125000` → `1250.00`; `''` for none. */ export function csvAmount(cents) {
+    return typeof cents === 'number' && Number.isFinite(cents) ? (cents / 100).toFixed(2) : '';
+}
+/** An epoch as an ISO timestamp, or `''` for none. */ export function csvInstant(ms) {
+    return typeof ms === 'number' && Number.isFinite(ms) ? new Date(ms).toISOString() : '';
+}
+/**
+ * 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 function csvLocalDate(ms) {
+    if (typeof ms !== 'number' || !Number.isFinite(ms)) return '';
+    const offset = new Date(ms).getTimezoneOffset() * 60000;
+    return new Date(ms - offset).toISOString().slice(0, 10);
+}
+/** Epoch millis or a Firestore timestamp as an ISO instant, or `''`. */ export function csvStoredInstant(value) {
+    var _value_toDate;
+    if (typeof value === 'number') return csvInstant(value);
+    const asDate = value == null ? void 0 : (_value_toDate = value.toDate) == null ? void 0 : _value_toDate.call(value);
+    return asDate ? asDate.toISOString() : '';
+}
+/** The one degradation rule: a resolved name, else the id, else empty. */ function named(id, resolve) {
+    return id ? (resolve == null ? void 0 : resolve(id)) || id : '';
+}
+/**
+ * The standard columns, in order, headed as the import reads them. A
+ * custom field's column follows these, headed by its label.
+ */ export const CONTACT_CSV_COLUMNS = [
+    '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 function contactCsvHeader(customFields = []) {
+    return [
+        ...CONTACT_CSV_COLUMNS,
+        ...customFields.map((field)=>field.label)
+    ];
+}
+/** A custom value as a cell: a boolean as yes/no, everything else as text. */ const customCell = (value)=>{
+    if (value === null || value === undefined) return '';
+    if (typeof value === 'boolean') return value ? 'yes' : 'no';
+    return String(value);
+};
+/** One contact's cells, in the header's order. */ export function contactCsvCells(contact, options = {}) {
+    var _contact_email, _contact_name, _contact_phone, _contact_jobTitle, _contact_companyName, _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _ref6, _contact_tags, _contact_sources, _contact_notes;
+    var _contact_address, _contact_address1, _contact_address2, _contact_address3, _contact_address4, _contact_address5, _contact_interactions;
+    const { ownerEmail, customFields = [] } = options;
+    return [
+        (_contact_email = contact.email) != null ? _contact_email : '',
+        (_contact_name = contact.name) != null ? _contact_name : '',
+        (_contact_phone = contact.phone) != null ? _contact_phone : '',
+        (_contact_jobTitle = contact.jobTitle) != null ? _contact_jobTitle : '',
+        (_contact_companyName = contact.companyName) != null ? _contact_companyName : '',
+        contact.ownerUid ? (_ref = ownerEmail == null ? void 0 : ownerEmail(contact.ownerUid)) != null ? _ref : contact.ownerUid : '',
+        contact.lifecycleStage ? CONTACT_LIFECYCLE_STAGE_LABELS[contact.lifecycleStage] : '',
+        (_ref1 = (_contact_address = contact.address) == null ? void 0 : _contact_address.line1) != null ? _ref1 : '',
+        (_ref2 = (_contact_address1 = contact.address) == null ? void 0 : _contact_address1.line2) != null ? _ref2 : '',
+        (_ref3 = (_contact_address2 = contact.address) == null ? void 0 : _contact_address2.city) != null ? _ref3 : '',
+        (_ref4 = (_contact_address3 = contact.address) == null ? void 0 : _contact_address3.state) != null ? _ref4 : '',
+        (_ref5 = (_contact_address4 = contact.address) == null ? void 0 : _contact_address4.postalCode) != null ? _ref5 : '',
+        (_ref6 = (_contact_address5 = contact.address) == null ? void 0 : _contact_address5.country) != null ? _ref6 : '',
+        ((_contact_tags = contact.tags) != null ? _contact_tags : []).join('|'),
+        Object.keys((_contact_sources = contact.sources) != null ? _contact_sources : {}).join('|'),
+        ((_contact_interactions = contact.interactions) == null ? void 0 : _contact_interactions[0]) ? new Date(contact.interactions[0].atMs).toISOString() : '',
+        contact.lastEmailEngagementAtMs ? new Date(contact.lastEmailEngagementAtMs).toISOString() : '',
+        (_contact_notes = contact.notes) != null ? _contact_notes : '',
+        ...customFields.map((field)=>{
+            var _contact_custom;
+            return customCell((_contact_custom = contact.custom) == null ? void 0 : _contact_custom[field.key]);
+        })
+    ];
+}
+/** The whole file, header first. */ export function contactsCsv(rows, options = {}) {
+    return csvDocument(contactCsvHeader(options.customFields), rows.map((contact)=>contactCsvCells(contact, options)));
+}
+/** The columns, in order, headed as the import reads them. */ export const COMPANY_CSV_COLUMNS = [
+    '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 function companyCsvCells(company, options = {}) {
+    var _company_name, _company_domain, _company_website, _company_phone, _company_industry, _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _ref6, _company_tags, _company_notes, _company_contactsCount;
+    var _company_address, _company_address1, _company_address2, _company_address3, _company_address4, _company_address5;
+    const { ownerEmail } = options;
+    return [
+        (_company_name = company.name) != null ? _company_name : '',
+        (_company_domain = company.domain) != null ? _company_domain : '',
+        (_company_website = company.website) != null ? _company_website : '',
+        (_company_phone = company.phone) != null ? _company_phone : '',
+        (_company_industry = company.industry) != null ? _company_industry : '',
+        company.ownerUid ? (_ref = ownerEmail == null ? void 0 : ownerEmail(company.ownerUid)) != null ? _ref : company.ownerUid : '',
+        (_ref1 = (_company_address = company.address) == null ? void 0 : _company_address.line1) != null ? _ref1 : '',
+        (_ref2 = (_company_address1 = company.address) == null ? void 0 : _company_address1.line2) != null ? _ref2 : '',
+        (_ref3 = (_company_address2 = company.address) == null ? void 0 : _company_address2.city) != null ? _ref3 : '',
+        (_ref4 = (_company_address3 = company.address) == null ? void 0 : _company_address3.state) != null ? _ref4 : '',
+        (_ref5 = (_company_address4 = company.address) == null ? void 0 : _company_address4.postalCode) != null ? _ref5 : '',
+        (_ref6 = (_company_address5 = company.address) == null ? void 0 : _company_address5.country) != null ? _ref6 : '',
+        ((_company_tags = company.tags) != null ? _company_tags : []).join('|'),
+        (_company_notes = company.notes) != null ? _company_notes : '',
+        Number((_company_contactsCount = company.contactsCount) != null ? _company_contactsCount : 0)
+    ];
+}
+/** The whole file, header first. */ export function companiesCsv(rows, options = {}) {
+    return csvDocument(COMPANY_CSV_COLUMNS, rows.map((company)=>companyCsvCells(company, options)));
+}
+/*==========================================
+ * DEALS
+ *=========================================*/ /** The currency a deal with no code of its own is read in. */ export const CSV_DEFAULT_DEAL_CURRENCY = 'usd';
+/** How a deal's `status` reads in a file. */ export const CSV_DEAL_STATUS_LABELS = {
+    open: 'Open',
+    won: 'Won',
+    lost: 'Lost'
+};
+export const DEAL_CSV_COLUMNS = [
+    '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 function dealCsvCells(deal, options = {}) {
+    var _deal_pipelineId, _deal_stageId, _deal_title, _ref, _ref1, _ref2, _CSV_DEAL_STATUS_LABELS_deal_status, _deal_contactName, _deal_companyName, _deal_lostReason, _deal_notes;
+    const { pipelineName, stageName, ownerEmail } = options;
+    const pipelineId = (_deal_pipelineId = deal.pipelineId) != null ? _deal_pipelineId : '';
+    const stageId = (_deal_stageId = deal.stageId) != null ? _deal_stageId : '';
+    return [
+        (_deal_title = deal.title) != null ? _deal_title : '',
+        (_ref = pipelineName == null ? void 0 : pipelineName(pipelineId)) != null ? _ref : pipelineId,
+        (_ref1 = stageName == null ? void 0 : stageName(pipelineId, stageId)) != null ? _ref1 : stageId,
+        csvAmount(deal.amountCents),
+        typeof deal.amountCents === 'number' ? String(deal.currency || CSV_DEFAULT_DEAL_CURRENCY).toUpperCase() : '',
+        deal.ownerUid ? (_ref2 = ownerEmail == null ? void 0 : ownerEmail(deal.ownerUid)) != null ? _ref2 : deal.ownerUid : '',
+        // A close DATE, in the reader's own zone — stored at local noon, so
+        // the calendar day is what comes back out.
+        csvLocalDate(deal.expectedCloseAtMs),
+        deal.status ? (_CSV_DEAL_STATUS_LABELS_deal_status = CSV_DEAL_STATUS_LABELS[deal.status]) != null ? _CSV_DEAL_STATUS_LABELS_deal_status : deal.status : '',
+        (_deal_contactName = deal.contactName) != null ? _deal_contactName : '',
+        (_deal_companyName = deal.companyName) != null ? _deal_companyName : '',
+        csvInstant(deal.closedAtMs),
+        (_deal_lostReason = deal.lostReason) != null ? _deal_lostReason : '',
+        (_deal_notes = deal.notes) != null ? _deal_notes : ''
+    ];
+}
+/** The whole file, header first. */ export function dealsCsv(rows, options = {}) {
+    return csvDocument(DEAL_CSV_COLUMNS, rows.map((deal)=>dealCsvCells(deal, options)));
+}
+export const TASK_CSV_COLUMNS = [
+    'Title',
+    'Kind',
+    'Priority',
+    'Status',
+    'Due',
+    'Assignee',
+    'Contact',
+    'Company',
+    'Deal',
+    'Completed',
+    'Notes'
+];
+const TASK_PRIORITY_LABELS = {
+    low: 'Low',
+    normal: 'Normal',
+    high: 'High'
+};
+const TASK_STATUS_LABELS = {
+    open: 'Open',
+    done: 'Done'
+};
+/** One task's cells, in the header's order. */ export function taskCsvCells(task, options = {}) {
+    var _task_title, _CRM_TASK_KIND_LABELS_task_kind, _TASK_PRIORITY_LABELS_task_priority, _TASK_STATUS_LABELS_task_status, _ref, _task_notes;
+    const { assigneeEmail, recordName } = options;
+    const link = (kind, id)=>named(id, (value)=>recordName == null ? void 0 : recordName(kind, value));
+    return [
+        (_task_title = task.title) != null ? _task_title : '',
+        task.kind ? (_CRM_TASK_KIND_LABELS_task_kind = CRM_TASK_KIND_LABELS[task.kind]) != null ? _CRM_TASK_KIND_LABELS_task_kind : task.kind : '',
+        task.priority ? (_TASK_PRIORITY_LABELS_task_priority = TASK_PRIORITY_LABELS[task.priority]) != null ? _TASK_PRIORITY_LABELS_task_priority : task.priority : '',
+        task.status ? (_TASK_STATUS_LABELS_task_status = TASK_STATUS_LABELS[task.status]) != null ? _TASK_STATUS_LABELS_task_status : task.status : '',
+        csvInstant(task.dueAtMs),
+        task.assigneeUid ? (_ref = assigneeEmail == null ? void 0 : assigneeEmail(task.assigneeUid)) != null ? _ref : task.assigneeUid : '',
+        link('contact', task.contactId),
+        link('company', task.companyId),
+        link('deal', task.dealId),
+        csvInstant(task.completedAtMs),
+        (_task_notes = task.notes) != null ? _task_notes : ''
+    ];
+}
+/** The whole file, header first. */ export function tasksCsv(rows, options = {}) {
+    return csvDocument(TASK_CSV_COLUMNS, rows.map((task)=>taskCsvCells(task, options)));
+}
+/*==========================================
+ * LEADS
+ *=========================================*/ /** How one capture surface reads in a file. */ export function csvLeadSourceLabel(source) {
+    if (source === 'signup') return 'Sign-up';
+    if (source === 'booking') return 'Booking';
+    if (source === 'import') return CONTACT_SOURCE_LABELS.import;
+    if (source === 'form') return CONTACT_SOURCE_LABELS.form;
+    if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`;
+    return source;
+}
+/** Every surface that produced a capture — the array, or the older single field. */ export function csvLeadSources(lead) {
+    const sources = lead['sources'];
+    if (Array.isArray(sources) && sources.length) {
+        return sources.map((source)=>String(source));
+    }
+    return typeof lead['source'] === 'string' && lead['source'] ? [
+        lead['source']
+    ] : [];
+}
+/** The columns every leads file carries, in the list's order. */ export const LEAD_CSV_COLUMNS = [
+    '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 function leadCsvHeader(options = {}) {
+    const columns = [
+        ...LEAD_CSV_COLUMNS
+    ];
+    if (options.siteName) columns.splice(columns.indexOf('Owner') + 1, 0, 'Site');
+    return columns;
+}
+/** One lead's cells, in the header's order. */ export function leadCsvCells(lead, options = {}) {
+    var _lead_hostId, _lead_submissionCount, _lead_email, _lead_name, _ref, _siteName, _lead_firstSeenAtMs, _lead_lastSeenAtMs, _lead_unqualifiedReason, _lead_notes;
+    const { ownerEmail, siteName } = options;
+    const hostId = String((_lead_hostId = lead.hostId) != null ? _lead_hostId : '');
+    const captures = Number((_lead_submissionCount = lead['submissionCount']) != null ? _lead_submissionCount : 0);
+    return [
+        String((_lead_email = lead['email']) != null ? _lead_email : ''),
+        String((_lead_name = lead['name']) != null ? _lead_name : ''),
+        CRM_LEAD_STATUS_LABELS[crmLeadStatus(lead)],
+        lead.ownerUid ? (_ref = ownerEmail == null ? void 0 : ownerEmail(lead.ownerUid)) != null ? _ref : lead.ownerUid : '',
+        ...siteName ? [
+            (_siteName = siteName(hostId)) != null ? _siteName : hostId
+        ] : [],
+        csvLeadSources(lead).map(csvLeadSourceLabel).join('|'),
+        csvStoredInstant((_lead_firstSeenAtMs = lead['firstSeenAtMs']) != null ? _lead_firstSeenAtMs : lead['createdAt']),
+        csvStoredInstant((_lead_lastSeenAtMs = lead['lastSeenAtMs']) != null ? _lead_lastSeenAtMs : lead['createdAt']),
+        Number.isFinite(captures) && captures > 0 ? String(captures) : '',
+        (_lead_unqualifiedReason = lead.unqualifiedReason) != null ? _lead_unqualifiedReason : '',
+        csvInstant(lead.convertedAtMs),
+        (_lead_notes = lead.notes) != null ? _lead_notes : ''
+    ];
+}
+/** The whole file, header first. */ export function leadsCsv(rows, options = {}) {
+    return csvDocument(leadCsvHeader(options), rows.map((lead)=>leadCsvCells(lead, options)));
+}
+/*==========================================
+ * WHAT THE WHOLE-COLLECTION EXPORT WRITES
+ *=========================================*/ /** The five tables a whole-collection export can be asked for. */ export const CRM_EXPORT_RESOURCES = [
+    'contacts',
+    'companies',
+    'deals',
+    'tasks',
+    'leads'
+];
+export function isCrmExportResource(value) {
+    return typeof value === 'string' && CRM_EXPORT_RESOURCES.includes(value);
+}
+/** The header row one resource's file carries. */ export function crmExportHeader(resource, options = {}) {
+    switch(resource){
+        case 'contacts':
+            return contactCsvHeader(options.customFields);
+        case 'companies':
+            return [
+                ...COMPANY_CSV_COLUMNS
+            ];
+        case 'deals':
+            return [
+                ...DEAL_CSV_COLUMNS
+            ];
+        case 'tasks':
+            return [
+                ...TASK_CSV_COLUMNS
+            ];
+        default:
+            return leadCsvHeader(options);
+    }
+}
+/**
+ * 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 function crmExportCells(resource, document, options = {}) {
+    switch(resource){
+        case 'contacts':
+            return contactCsvCells(document, options);
+        case 'companies':
+            return companyCsvCells(document, options);
+        case 'deals':
+            return dealCsvCells(document, options);
+        case 'tasks':
+            return taskCsvCells(document, options);
+        default:
+            return leadCsvCells(document, options);
+    }
+}
+/**
+ * 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 function contactCsvRowFromDoc(document, holder) {
+    var _facet_phone, _facet_jobTitle, _facet_companyName, _facet_ownerUid, _facet_address, _facet_tags, _facet_notes, _facet_custom;
+    const facet = readContactFacet(document, holder.groupId);
+    return _extends({
+        email: typeof document['email'] === 'string' ? document['email'] : '',
+        name: contactDisplayName(document, holder.groupId),
+        phone: (_facet_phone = facet.phone) != null ? _facet_phone : '',
+        jobTitle: (_facet_jobTitle = facet.jobTitle) != null ? _facet_jobTitle : '',
+        companyName: (_facet_companyName = facet.companyName) != null ? _facet_companyName : '',
+        ownerUid: (_facet_ownerUid = facet.ownerUid) != null ? _facet_ownerUid : '',
+        lifecycleStage: isContactLifecycleStage(facet.lifecycleStage) ? facet.lifecycleStage : '',
+        address: (_facet_address = facet.address) != null ? _facet_address : null,
+        tags: (_facet_tags = facet.tags) != null ? _facet_tags : [],
+        sources: facet.sources,
+        interactions: interactionsForGroup(facet.interactions, holder.hostIds)
+    }, typeof facet.lastEmailEngagementAtMs === 'number' && Number.isFinite(facet.lastEmailEngagementAtMs) && facet.lastEmailEngagementAtMs > 0 ? {
+        lastEmailEngagementAtMs: facet.lastEmailEngagementAtMs
+    } : {}, {
+        notes: (_facet_notes = facet.notes) != null ? _facet_notes : '',
+        custom: (_facet_custom = facet.custom) != null ? _facet_custom : {}
+    });
+}
+
+//# sourceMappingURL=crm-csv.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm-csv.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 * EVERY CRM CSV, WRITTEN ONCE (AGL-2662).\n *\n * ## Why these moved out of the plugin\n *\n * Each CRM section already wrote a file from the rows it had LOADED, and\n * the whole-collection export writes the same file from the server over\n * every row there is. The console app may not import a feature plugin —\n * plugins reach an app only through the generated loader manifests — so a\n * server route could not have called the plugin's writers, and writing a\n * second set would have given one feature two file formats, discovered by\n * whichever merchant opened both in a spreadsheet.\n *\n * So the columns and the cells live here, in the library both sides may\n * import. The plugin's `contacts-csv.ts`, `companies-csv.ts`,\n * `deals-csv.ts`, `tasks-csv.ts` and `leads-csv.ts` keep their names and\n * delegate: the sections import what they always did, and there is one\n * implementation under all of it. Their specs are unchanged and are the\n * proof that the move changed no byte of any file.\n *\n * ## What a resolver is for, and what an absent one means\n *\n * A stored document holds ids — an owner uid, a pipeline id, a linked\n * record id — and a spreadsheet cannot read an id. Each writer therefore\n * takes optional resolvers, and every one of them degrades the same way:\n * ABSENT resolver writes the id itself rather than an empty cell, because\n * a row whose owner is a uid is still a row whose owner can be found, and\n * a blank is a claim that nobody owns it.\n *\n * The owner columns carry an ADDRESS where they can, which is also what\n * the contacts and companies imports resolve an owner by — so an exported\n * file re-imports without a hand mapping.\n */\n\nimport type { AglynPostalAddress } from '../foundation'\nimport {\n  CONTACT_SOURCE_LABELS,\n  contactDisplayName,\n  interactionsForGroup,\n  readContactFacet,\n} from './contacts'\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_TASK_KIND_LABELS,\n  type ContactCustomValue,\n  type ContactFieldDefinition,\n  type ContactLifecycleStage,\n  type CrmCompany,\n  type CrmLeadFields,\n  type CrmTask,\n  crmLeadStatus,\n  isContactLifecycleStage,\n} from './crm'\nimport { csvDocument } from './csv-import'\n\n/*==========================================\n * CELLS EVERY FILE SHARES\n *=========================================*/\n\n/** Cents as a major-unit decimal — `125000` → `1250.00`; `''` for none. */\nexport function csvAmount(cents: number | null | undefined): string {\n  return typeof cents === 'number' && Number.isFinite(cents)\n    ? (cents / 100).toFixed(2)\n    : ''\n}\n\n/** An epoch as an ISO timestamp, or `''` for none. */\nexport function csvInstant(ms: number | null | undefined): string {\n  return typeof ms === 'number' && Number.isFinite(ms)\n    ? new Date(ms).toISOString()\n    : ''\n}\n\n/**\n * An epoch as a local calendar DATE — `YYYY-MM-DD`.\n *\n * For the fields that are a day rather than a moment: an expected close is\n * stored at local noon precisely so the day survives a timezone round trip,\n * and writing it as an instant would hand a spreadsheet a time nobody\n * chose. The same arithmetic the deal drawer's date field uses, so the\n * file and the field read one day.\n */\nexport function csvLocalDate(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const offset = new Date(ms).getTimezoneOffset() * 60_000\n  return new Date(ms - offset).toISOString().slice(0, 10)\n}\n\n/** Epoch millis or a Firestore timestamp as an ISO instant, or `''`. */\nexport function csvStoredInstant(value: unknown): string {\n  if (typeof value === 'number') return csvInstant(value)\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toISOString() : ''\n}\n\n/** The one degradation rule: a resolved name, else the id, else empty. */\nfunction named(id: string | undefined, resolve?: (id: string) => string | undefined) {\n  return id ? (resolve?.(id) || id) : ''\n}\n\n/*==========================================\n * CONTACTS\n *=========================================*/\n\n/** As much of a projected contact row as the file reads. */\nexport interface ContactCsvRow {\n  email?: string\n  name?: string\n  phone?: string\n  jobTitle?: string\n  companyName?: string\n  ownerUid?: string\n  lifecycleStage?: ContactLifecycleStage | ''\n  address?: AglynPostalAddress | null\n  tags?: string[]\n  sources?: Record<string, unknown>\n  interactions?: Array<{ atMs: number }>\n  /** The last open or click on one of the site's campaigns (AGL-2616). */\n  lastEmailEngagementAtMs?: number\n  notes?: string\n  /** This holder's custom values, keyed by definition key. */\n  custom?: Record<string, ContactCustomValue>\n}\n\nexport interface ContactCsvOptions {\n  /**\n   * The owner's address for a stored uid — what the import resolves an\n   * owner by. Absent, the uid is written as it is.\n   */\n  ownerEmail?: (uid: string) => string\n  /** The org's custom fields, one column each, headed by the field's label. */\n  customFields?: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[]\n}\n\n/**\n * The standard columns, in order, headed as the import reads them. A\n * custom field's column follows these, headed by its label.\n */\nexport const CONTACT_CSV_COLUMNS = [\n  'Email',\n  'Name',\n  'Phone',\n  'Job title',\n  'Company',\n  'Owner',\n  'Lifecycle stage',\n  'Address line 1',\n  'Address line 2',\n  'City',\n  'State',\n  'Postal code',\n  'Country',\n  'Tags',\n  'Sources',\n  'Last interaction',\n  'Last engaged',\n  'Notes',\n] as const\n\n/** The header row, with one column per custom field after the standard ones. */\nexport function contactCsvHeader(\n  customFields: ContactCsvOptions['customFields'] = [],\n): string[] {\n  return [...CONTACT_CSV_COLUMNS, ...customFields.map((field) => field.label)]\n}\n\n/** A custom value as a cell: a boolean as yes/no, everything else as text. */\nconst customCell = (value: ContactCustomValue | undefined): string => {\n  if (value === null || value === undefined) return ''\n  if (typeof value === 'boolean') return value ? 'yes' : 'no'\n  return String(value)\n}\n\n/** One contact's cells, in the header's order. */\nexport function contactCsvCells(\n  contact: ContactCsvRow,\n  options: ContactCsvOptions = {},\n): unknown[] {\n  const { ownerEmail, customFields = [] } = options\n  return [\n    contact.email ?? '',\n    contact.name ?? '',\n    contact.phone ?? '',\n    contact.jobTitle ?? '',\n    contact.companyName ?? '',\n    contact.ownerUid ? (ownerEmail?.(contact.ownerUid) ?? contact.ownerUid) : '',\n    contact.lifecycleStage\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[contact.lifecycleStage]\n      : '',\n    contact.address?.line1 ?? '',\n    contact.address?.line2 ?? '',\n    contact.address?.city ?? '',\n    contact.address?.state ?? '',\n    contact.address?.postalCode ?? '',\n    contact.address?.country ?? '',\n    (contact.tags ?? []).join('|'),\n    Object.keys(contact.sources ?? {}).join('|'),\n    contact.interactions?.[0]\n      ? new Date(contact.interactions[0].atMs).toISOString()\n      : '',\n    contact.lastEmailEngagementAtMs\n      ? new Date(contact.lastEmailEngagementAtMs).toISOString()\n      : '',\n    contact.notes ?? '',\n    ...customFields.map((field) => customCell(contact.custom?.[field.key])),\n  ]\n}\n\n/** The whole file, header first. */\nexport function contactsCsv(\n  rows: readonly ContactCsvRow[],\n  options: ContactCsvOptions = {},\n): string {\n  return csvDocument(\n    contactCsvHeader(options.customFields),\n    rows.map((contact) => contactCsvCells(contact, options)),\n  )\n}\n\n/*==========================================\n * COMPANIES\n *=========================================*/\n\n/** As much of a company row as the file reads. */\nexport type CompanyCsvRow = Partial<\n  Pick<\n    CrmCompany,\n    | 'name'\n    | 'domain'\n    | 'website'\n    | 'phone'\n    | 'industry'\n    | 'ownerUid'\n    | 'tags'\n    | 'notes'\n    | 'contactsCount'\n  >\n> & { address?: AglynPostalAddress | null }\n\nexport interface CompanyCsvOptions {\n  /** The owner's address for a stored uid; absent, the uid is written. */\n  ownerEmail?: (uid: string) => string\n}\n\n/** The columns, in order, headed as the import reads them. */\nexport const COMPANY_CSV_COLUMNS = [\n  'Company',\n  'Domain',\n  'Website',\n  'Phone',\n  'Industry',\n  'Owner',\n  'Address line 1',\n  'Address line 2',\n  'City',\n  'State',\n  'Postal code',\n  'Country',\n  'Tags',\n  'Notes',\n  'Contacts',\n] as const\n\n/** One company's cells, in the header's order. */\nexport function companyCsvCells(\n  company: CompanyCsvRow,\n  options: CompanyCsvOptions = {},\n): unknown[] {\n  const { ownerEmail } = options\n  return [\n    company.name ?? '',\n    company.domain ?? '',\n    company.website ?? '',\n    company.phone ?? '',\n    company.industry ?? '',\n    company.ownerUid ? (ownerEmail?.(company.ownerUid) ?? company.ownerUid) : '',\n    company.address?.line1 ?? '',\n    company.address?.line2 ?? '',\n    company.address?.city ?? '',\n    company.address?.state ?? '',\n    company.address?.postalCode ?? '',\n    company.address?.country ?? '',\n    (company.tags ?? []).join('|'),\n    company.notes ?? '',\n    Number(company.contactsCount ?? 0),\n  ]\n}\n\n/** The whole file, header first. */\nexport function companiesCsv(\n  rows: readonly CompanyCsvRow[],\n  options: CompanyCsvOptions = {},\n): string {\n  return csvDocument(\n    COMPANY_CSV_COLUMNS,\n    rows.map((company) => companyCsvCells(company, options)),\n  )\n}\n\n/*==========================================\n * DEALS\n *=========================================*/\n\n/** The currency a deal with no code of its own is read in. */\nexport const CSV_DEFAULT_DEAL_CURRENCY = 'usd'\n\n/** How a deal's `status` reads in a file. */\nexport const CSV_DEAL_STATUS_LABELS: Record<string, string> = {\n  open: 'Open',\n  won: 'Won',\n  lost: 'Lost',\n}\n\n/** As much of a deal row as the file reads. */\nexport interface DealCsvRow {\n  title?: string\n  pipelineId?: string\n  stageId?: string\n  status?: string\n  amountCents?: number\n  currency?: string\n  ownerUid?: string\n  expectedCloseAtMs?: number | null\n  closedAtMs?: number | null\n  contactName?: string\n  companyName?: string\n  lostReason?: string\n  notes?: string\n}\n\nexport interface DealCsvOptions {\n  /** The pipeline's name for a stored id; absent, the id is written. */\n  pipelineName?: (pipelineId: string) => string | undefined\n  /** The stage's name within its pipeline; absent, the stage id is written. */\n  stageName?: (pipelineId: string, stageId: string) => string | undefined\n  /** The owner's address for a stored uid; absent, the uid is written. */\n  ownerEmail?: (uid: string) => string\n}\n\nexport const DEAL_CSV_COLUMNS = [\n  'Title',\n  'Pipeline',\n  'Stage',\n  'Amount',\n  'Currency',\n  'Owner',\n  'Expected close',\n  'Status',\n  'Contact',\n  'Company',\n  'Closed',\n  'Lost reason',\n  'Notes',\n] as const\n\n/** One deal's cells, in the header's order. */\nexport function dealCsvCells(\n  deal: DealCsvRow,\n  options: DealCsvOptions = {},\n): unknown[] {\n  const { pipelineName, stageName, ownerEmail } = options\n  const pipelineId = deal.pipelineId ?? ''\n  const stageId = deal.stageId ?? ''\n  return [\n    deal.title ?? '',\n    pipelineName?.(pipelineId) ?? pipelineId,\n    stageName?.(pipelineId, stageId) ?? stageId,\n    csvAmount(deal.amountCents),\n    typeof deal.amountCents === 'number'\n      ? String(deal.currency || CSV_DEFAULT_DEAL_CURRENCY).toUpperCase()\n      : '',\n    deal.ownerUid ? (ownerEmail?.(deal.ownerUid) ?? deal.ownerUid) : '',\n    // A close DATE, in the reader's own zone — stored at local noon, so\n    // the calendar day is what comes back out.\n    csvLocalDate(deal.expectedCloseAtMs),\n    deal.status ? (CSV_DEAL_STATUS_LABELS[deal.status] ?? deal.status) : '',\n    deal.contactName ?? '',\n    deal.companyName ?? '',\n    csvInstant(deal.closedAtMs),\n    deal.lostReason ?? '',\n    deal.notes ?? '',\n  ]\n}\n\n/** The whole file, header first. */\nexport function dealsCsv(\n  rows: readonly DealCsvRow[],\n  options: DealCsvOptions = {},\n): string {\n  return csvDocument(\n    DEAL_CSV_COLUMNS,\n    rows.map((deal) => dealCsvCells(deal, options)),\n  )\n}\n\n/*==========================================\n * TASKS\n *=========================================*/\n\n/** As much of a task row as the file reads. */\nexport type TaskCsvRow = Partial<\n  Pick<\n    CrmTask,\n    | 'title'\n    | 'kind'\n    | 'priority'\n    | 'status'\n    | 'dueAtMs'\n    | 'completedAtMs'\n    | 'assigneeUid'\n    | 'contactId'\n    | 'companyId'\n    | 'dealId'\n    | 'notes'\n  >\n>\n\nexport interface TaskCsvOptions {\n  /** The assignee's address for a stored uid; absent, the uid is written. */\n  assigneeEmail?: (uid: string) => string\n  /** What a linked record is called; absent, the id is written. */\n  recordName?: (kind: 'contact' | 'company' | 'deal', id: string) => string | undefined\n}\n\nexport const TASK_CSV_COLUMNS = [\n  'Title',\n  'Kind',\n  'Priority',\n  'Status',\n  'Due',\n  'Assignee',\n  'Contact',\n  'Company',\n  'Deal',\n  'Completed',\n  'Notes',\n] as const\n\nconst TASK_PRIORITY_LABELS: Record<string, string> = {\n  low: 'Low',\n  normal: 'Normal',\n  high: 'High',\n}\n\nconst TASK_STATUS_LABELS: Record<string, string> = {\n  open: 'Open',\n  done: 'Done',\n}\n\n/** One task's cells, in the header's order. */\nexport function taskCsvCells(\n  task: TaskCsvRow,\n  options: TaskCsvOptions = {},\n): unknown[] {\n  const { assigneeEmail, recordName } = options\n  const link = (kind: 'contact' | 'company' | 'deal', id: string | undefined) =>\n    named(id, (value) => recordName?.(kind, value))\n  return [\n    task.title ?? '',\n    task.kind ? (CRM_TASK_KIND_LABELS[task.kind] ?? task.kind) : '',\n    task.priority ? (TASK_PRIORITY_LABELS[task.priority] ?? task.priority) : '',\n    task.status ? (TASK_STATUS_LABELS[task.status] ?? task.status) : '',\n    csvInstant(task.dueAtMs),\n    task.assigneeUid ? (assigneeEmail?.(task.assigneeUid) ?? task.assigneeUid) : '',\n    link('contact', task.contactId),\n    link('company', task.companyId),\n    link('deal', task.dealId),\n    csvInstant(task.completedAtMs),\n    task.notes ?? '',\n  ]\n}\n\n/** The whole file, header first. */\nexport function tasksCsv(\n  rows: readonly TaskCsvRow[],\n  options: TaskCsvOptions = {},\n): string {\n  return csvDocument(\n    TASK_CSV_COLUMNS,\n    rows.map((task) => taskCsvCells(task, options)),\n  )\n}\n\n/*==========================================\n * LEADS\n *=========================================*/\n\n/** How one capture surface reads in a file. */\nexport function csvLeadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function csvLeadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** As much of a lead row as the file reads. */\nexport type LeadCsvRow = Record<string, unknown> &\n  Pick<\n    CrmLeadFields,\n    'status' | 'ownerUid' | 'notes' | 'unqualifiedReason' | 'convertedAtMs'\n  > & {\n    /** The site the lead lives under — what the `Site` column names. */\n    hostId?: string\n  }\n\nexport interface LeadCsvOptions {\n  /** The owner's address for a stored uid; absent, the uid is written. */\n  ownerEmail?: (uid: string) => string\n  /**\n   * The site's name for a row's `hostId`. Given, the file carries a `Site`\n   * column — the organization-level file; absent, it does not.\n   */\n  siteName?: (hostId: string) => string | undefined\n}\n\n/** The columns every leads file carries, in the list's order. */\nexport const LEAD_CSV_COLUMNS = [\n  'Email',\n  'Name',\n  'Status',\n  'Owner',\n  'Sources',\n  'First seen',\n  'Last seen',\n  'Captures',\n  'Unqualified reason',\n  'Converted',\n  'Notes',\n] as const\n\n/** The header row: the standard columns, with `Site` after `Owner` at the org level. */\nexport function leadCsvHeader(options: LeadCsvOptions = {}): string[] {\n  const columns: string[] = [...LEAD_CSV_COLUMNS]\n  if (options.siteName) columns.splice(columns.indexOf('Owner') + 1, 0, 'Site')\n  return columns\n}\n\n/** One lead's cells, in the header's order. */\nexport function leadCsvCells(\n  lead: LeadCsvRow,\n  options: LeadCsvOptions = {},\n): unknown[] {\n  const { ownerEmail, siteName } = options\n  const hostId = String(lead.hostId ?? '')\n  const captures = Number(lead['submissionCount'] ?? 0)\n  return [\n    String(lead['email'] ?? ''),\n    String(lead['name'] ?? ''),\n    CRM_LEAD_STATUS_LABELS[crmLeadStatus(lead)],\n    lead.ownerUid ? (ownerEmail?.(lead.ownerUid) ?? lead.ownerUid) : '',\n    ...(siteName ? [siteName(hostId) ?? hostId] : []),\n    csvLeadSources(lead).map(csvLeadSourceLabel).join('|'),\n    csvStoredInstant(lead['firstSeenAtMs'] ?? lead['createdAt']),\n    csvStoredInstant(lead['lastSeenAtMs'] ?? lead['createdAt']),\n    Number.isFinite(captures) && captures > 0 ? String(captures) : '',\n    lead.unqualifiedReason ?? '',\n    csvInstant(lead.convertedAtMs),\n    lead.notes ?? '',\n  ]\n}\n\n/** The whole file, header first. */\nexport function leadsCsv(\n  rows: readonly LeadCsvRow[],\n  options: LeadCsvOptions = {},\n): string {\n  return csvDocument(\n    leadCsvHeader(options),\n    rows.map((lead) => leadCsvCells(lead, options)),\n  )\n}\n\n/*==========================================\n * WHAT THE WHOLE-COLLECTION EXPORT WRITES\n *=========================================*/\n\n/** The five tables a whole-collection export can be asked for. */\nexport const CRM_EXPORT_RESOURCES = [\n  'contacts',\n  'companies',\n  'deals',\n  'tasks',\n  'leads',\n] as const\n\nexport type CrmExportResource = (typeof CRM_EXPORT_RESOURCES)[number]\n\nexport function isCrmExportResource(value: unknown): value is CrmExportResource {\n  return (\n    typeof value === 'string' &&\n    (CRM_EXPORT_RESOURCES as readonly string[]).includes(value)\n  )\n}\n\n/** Every resolver any of the five writers takes, in one bag. */\nexport type CrmExportOptions = ContactCsvOptions &\n  DealCsvOptions &\n  TaskCsvOptions &\n  LeadCsvOptions & { assigneeEmail?: (uid: string) => string }\n\n/** The header row one resource's file carries. */\nexport function crmExportHeader(\n  resource: CrmExportResource,\n  options: CrmExportOptions = {},\n): string[] {\n  switch (resource) {\n    case 'contacts':\n      return contactCsvHeader(options.customFields)\n    case 'companies':\n      return [...COMPANY_CSV_COLUMNS]\n    case 'deals':\n      return [...DEAL_CSV_COLUMNS]\n    case 'tasks':\n      return [...TASK_CSV_COLUMNS]\n    default:\n      return leadCsvHeader(options)\n  }\n}\n\n/**\n * One stored document's cells for one resource's file.\n *\n * The bridge the server route stands on: it holds a raw document rather\n * than the projected row a list built, and this is the one place that\n * turns the first into the second — so the streamed file and the file the\n * Export button writes are the same columns filled the same way.\n */\nexport function crmExportCells(\n  resource: CrmExportResource,\n  document: Record<string, unknown>,\n  options: CrmExportOptions = {},\n): unknown[] {\n  switch (resource) {\n    case 'contacts':\n      return contactCsvCells(document as ContactCsvRow, options)\n    case 'companies':\n      return companyCsvCells(document as CompanyCsvRow, options)\n    case 'deals':\n      return dealCsvCells(document as DealCsvRow, options)\n    case 'tasks':\n      return taskCsvCells(document as TaskCsvRow, options)\n    default:\n      return leadCsvCells(document as LeadCsvRow, options)\n  }\n}\n\n/** What the contacts file needs to know about the holder it is written for. */\nexport interface CrmExportContactHolder {\n  /** The consent group whose facet the file reads — a facet is per holder. */\n  groupId: string\n  /** The sites in that group, which bound the timeline the file reads. */\n  hostIds: readonly string[]\n}\n\n/**\n * A stored contact document as the contacts file reads it.\n *\n * The projection the Contacts list makes before it writes its own file,\n * spelled here so the server can make the same one: a contact document\n * holds one facet per HOLDER, and every field the file writes but the\n * address itself — the phone, the company, the tags, the notes, the\n * lifecycle stage, the custom values — lives in the viewing holder's facet.\n * Reading them off the top of the document is how one business's file ends\n * up carrying another's notes.\n */\nexport function contactCsvRowFromDoc(\n  document: Record<string, unknown>,\n  holder: CrmExportContactHolder,\n): ContactCsvRow {\n  const facet = readContactFacet(document, holder.groupId)\n  return {\n    email: typeof document['email'] === 'string' ? document['email'] : '',\n    name: contactDisplayName(document, holder.groupId),\n    phone: facet.phone ?? '',\n    jobTitle: facet.jobTitle ?? '',\n    companyName: facet.companyName ?? '',\n    ownerUid: facet.ownerUid ?? '',\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? facet.lifecycleStage\n      : '',\n    address: facet.address ?? null,\n    tags: facet.tags ?? [],\n    sources: facet.sources,\n    interactions: interactionsForGroup(facet.interactions, holder.hostIds),\n    ...(typeof facet.lastEmailEngagementAtMs === 'number' &&\n    Number.isFinite(facet.lastEmailEngagementAtMs) &&\n    facet.lastEmailEngagementAtMs > 0\n      ? { lastEmailEngagementAtMs: facet.lastEmailEngagementAtMs }\n      : {}),\n    notes: facet.notes ?? '',\n    custom: facet.custom ?? {},\n  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