@aglyn/aglyn 1.0.0-beta.152 → 1.0.0-beta.153

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/aglyn",
-  "version": "1.0.0-beta.152",
+  "version": "1.0.0-beta.153",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -33,15 +33,15 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/shared-data-enums": "1.0.0-beta.152",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.152",
-    "@aglyn/shared-data-types": "1.0.0-beta.152",
-    "@aglyn/shared-util-email": "1.0.0-beta.152",
-    "@aglyn/shared-util-http": "1.0.0-beta.152",
-    "@aglyn/shared-util-logger": "1.0.0-beta.152",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.152",
-    "@aglyn/shared-util-tools": "1.0.0-beta.152",
-    "@aglyn/shared-util-vendor": "1.0.0-beta.152",
+    "@aglyn/shared-data-enums": "1.0.0-beta.153",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.153",
+    "@aglyn/shared-data-types": "1.0.0-beta.153",
+    "@aglyn/shared-util-email": "1.0.0-beta.153",
+    "@aglyn/shared-util-http": "1.0.0-beta.153",
+    "@aglyn/shared-util-logger": "1.0.0-beta.153",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.153",
+    "@aglyn/shared-util-tools": "1.0.0-beta.153",
+    "@aglyn/shared-util-vendor": "1.0.0-beta.153",
     "@data-driven-forms/react-form-renderer": "^4.2.0",
     "@msgpack/msgpack": "^3.1.3",
     "@types/unist": "^3.0.3",

package/src/lib/app-utils/crm-csv.d.ts

@@ -171,7 +171,7 @@ 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'> & {
+export type LeadCsvRow = Record<string, unknown> & Pick<CrmLeadFields, 'status' | 'ownerUid' | 'notes' | 'unqualifiedReason' | 'convertedAtMs' | 'company' | 'jobTitle' | 'phone' | 'website' | 'address' | 'tags' | 'leadSource'> & {
     /** The site the lead lives under — what the `Site` column names. */
     hostId?: string;
 };
@@ -184,8 +184,15 @@ export interface LeadCsvOptions {
      */
     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 columns every leads file carries, in the list's order.
+ *
+ * The lead's own profile (AGL-3231) — company, title, phone, website, the
+ * address parts, tags and the lead source — sits where the contacts file
+ * keeps the same facts, under the same headers, so one spreadsheet of
+ * people reads into either import with the same mapping.
+ */
+export declare const LEAD_CSV_COLUMNS: readonly ["Email", "Name", "Company", "Job title", "Phone", "Website", "Status", "Owner", "Lead source", "Sources", "First seen", "Last seen", "Captures", "Address line 1", "Address line 2", "City", "State", "Postal code", "Country", "Tags", "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. */

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

@@ -286,6 +286,9 @@ const TASK_STATUS_LABELS = {
     if (source === 'booking') return 'Booking';
     if (source === 'import') return CONTACT_SOURCE_LABELS.import;
     if (source === 'form') return CONTACT_SOURCE_LABELS.form;
+    // A lead entered by hand or over the REST API (AGL-3231).
+    if (source === 'manual') return 'Added by hand';
+    if (source === 'api') return 'API';
     if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`;
     return source;
 }
@@ -298,15 +301,34 @@ const TASK_STATUS_LABELS = {
         lead['source']
     ] : [];
 }
-/** The columns every leads file carries, in the list's order. */ export const LEAD_CSV_COLUMNS = [
+/**
+ * The columns every leads file carries, in the list's order.
+ *
+ * The lead's own profile (AGL-3231) — company, title, phone, website, the
+ * address parts, tags and the lead source — sits where the contacts file
+ * keeps the same facts, under the same headers, so one spreadsheet of
+ * people reads into either import with the same mapping.
+ */ export const LEAD_CSV_COLUMNS = [
     'Email',
     'Name',
+    'Company',
+    'Job title',
+    'Phone',
+    'Website',
     'Status',
     'Owner',
+    'Lead source',
     'Sources',
     'First seen',
     'Last seen',
     'Captures',
+    'Address line 1',
+    'Address line 2',
+    'City',
+    'State',
+    'Postal code',
+    'Country',
+    'Tags',
     'Unqualified reason',
     'Converted',
     'Notes'
@@ -319,22 +341,35 @@ const TASK_STATUS_LABELS = {
     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;
+    var _lead_hostId, _lead_submissionCount, _lead_email, _lead_name, _lead_company, _lead_jobTitle, _lead_phone, _lead_website, _ref, _siteName, _lead_leadSource, _lead_firstSeenAtMs, _lead_lastSeenAtMs, _ref1, _ref2, _ref3, _ref4, _ref5, _ref6, _lead_tags, _lead_unqualifiedReason, _lead_notes;
+    var _lead_address, _lead_address1, _lead_address2, _lead_address3, _lead_address4, _lead_address5;
     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 : ''),
+        (_lead_company = lead.company) != null ? _lead_company : '',
+        (_lead_jobTitle = lead.jobTitle) != null ? _lead_jobTitle : '',
+        (_lead_phone = lead.phone) != null ? _lead_phone : '',
+        (_lead_website = lead.website) != null ? _lead_website : '',
         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
         ] : [],
+        (_lead_leadSource = lead.leadSource) != null ? _lead_leadSource : '',
         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) : '',
+        (_ref1 = (_lead_address = lead.address) == null ? void 0 : _lead_address.line1) != null ? _ref1 : '',
+        (_ref2 = (_lead_address1 = lead.address) == null ? void 0 : _lead_address1.line2) != null ? _ref2 : '',
+        (_ref3 = (_lead_address2 = lead.address) == null ? void 0 : _lead_address2.city) != null ? _ref3 : '',
+        (_ref4 = (_lead_address3 = lead.address) == null ? void 0 : _lead_address3.state) != null ? _ref4 : '',
+        (_ref5 = (_lead_address4 = lead.address) == null ? void 0 : _lead_address4.postalCode) != null ? _ref5 : '',
+        (_ref6 = (_lead_address5 = lead.address) == null ? void 0 : _lead_address5.country) != null ? _ref6 : '',
+        ((_lead_tags = lead.tags) != null ? _lead_tags : []).join('|'),
         (_lead_unqualifiedReason = lead.unqualifiedReason) != null ? _lead_unqualifiedReason : '',
         csvInstant(lead.convertedAtMs),
         (_lead_notes = lead.notes) != null ? _lead_notes : ''

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

@@ -1 +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'] ? 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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 ?? 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+{"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  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\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'\n    | 'ownerUid'\n    | 'notes'\n    | 'unqualifiedReason'\n    | 'convertedAtMs'\n    | 'company'\n    | 'jobTitle'\n    | 'phone'\n    | 'website'\n    | 'address'\n    | 'tags'\n    | 'leadSource'\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/**\n * The columns every leads file carries, in the list's order.\n *\n * The lead's own profile (AGL-3231) — company, title, phone, website, the\n * address parts, tags and the lead source — sits where the contacts file\n * keeps the same facts, under the same headers, so one spreadsheet of\n * people reads into either import with the same mapping.\n */\nexport const LEAD_CSV_COLUMNS = [\n  'Email',\n  'Name',\n  'Company',\n  'Job title',\n  'Phone',\n  'Website',\n  'Status',\n  'Owner',\n  'Lead source',\n  'Sources',\n  'First seen',\n  'Last seen',\n  'Captures',\n  'Address line 1',\n  'Address line 2',\n  'City',\n  'State',\n  'Postal code',\n  'Country',\n  'Tags',\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    lead.company ?? '',\n    lead.jobTitle ?? '',\n    lead.phone ?? '',\n    lead.website ?? '',\n    CRM_LEAD_STATUS_LABELS[crmLeadStatus(lead)],\n    lead.ownerUid ? (ownerEmail?.(lead.ownerUid) ?? lead.ownerUid) : '',\n    ...(siteName ? [siteName(hostId) ?? hostId] : []),\n    lead.leadSource ?? '',\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.address?.line1 ?? '',\n    lead.address?.line2 ?? '',\n    lead.address?.city ?? '',\n    lead.address?.state ?? '',\n    lead.address?.postalCode ?? '',\n    lead.address?.country ?? '',\n    (lead.tags ?? []).join('|'),\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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package/src/lib/app-utils/crm-email-templates.js

@@ -180,6 +180,16 @@ const asMs = (value)=>typeof value === 'number' && Number.isFinite(value) ? valu
         label: 'Email address',
         group: 'Lead'
     },
+    {
+        key: 'lead.company',
+        label: 'Company',
+        group: 'Lead'
+    },
+    {
+        key: 'lead.title',
+        label: 'Job title',
+        group: 'Lead'
+    },
     {
         key: 'deal.name',
         label: 'Deal name',
@@ -305,6 +315,11 @@ const text = (value)=>typeof value === 'string' ? value.trim() : '';
                     case 'email':
                         var _normalizeContactEmail1;
                         return (_normalizeContactEmail1 = normalizeContactEmail(lead['email'])) != null ? _normalizeContactEmail1 : '';
+                    // The lead's own profile (AGL-3231): the company as text, the title.
+                    case 'company':
+                        return text(lead['company']);
+                    case 'title':
+                        return text(lead['jobTitle']);
                     default:
                         return '';
                 }

package/src/lib/app-utils/crm-email-templates.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm-email-templates.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 * EMAIL TEMPLATES, SNIPPETS AND MERGE FIELDS (AGL-2658).\n *\n * A one-to-one email is a letter, and a rep writes the same three letters\n * all week: the follow-up, the proposal cover note, the \"still keen?\". A\n * TEMPLATE is one of those letters kept under a name — a subject and a body\n * the dialog fills in whole. A SNIPPET is a paragraph kept under a name —\n * a signature block, a pricing line — inserted where the caret is. Both\n * carry MERGE FIELDS, `{{contact.firstName}}` and the like, which the send\n * route fills from the record the email is about, so a template written\n * once reads as a letter to each person it is sent to.\n *\n * ## One resolver, run twice\n *\n * The server resolves at send time, off the documents it has already read\n * to find the recipient, and what it writes to the timeline is the letter\n * as it left. The dialog runs the SAME resolver over the same documents to\n * show the rep what will go out, so the preview and the message cannot\n * disagree. The resolver is pure and lives here, beside the model, so\n * neither caller can drift into its own grammar.\n *\n * ## What a field with no value does\n *\n * It renders as nothing. A template that greets `{{contact.firstName}}` is\n * sent to a contact known only by email as \"Hi ,\" — which is why the dialog\n * counts the empty fields and says so before the rep clicks Send, and why\n * an unknown field name renders as nothing too rather than as its own\n * braces: a typo in a merge field must not reach a customer as `{{contct.\n * firstName}}`. Nothing is escaped, because the mail is plain text.\n *\n * ## Shared or personal\n *\n * A template is either the team's — every CRM editor may use and change it\n * — or one person's, listed for its owner alone. The rules gate the writes\n * (`cloud/firebase-firestore.rules`); the listing hides a colleague's\n * personal rows the way a private saved view is hidden (AGL-2617), because\n * a rule per reader would need a query per reader.\n *==========================================*/\n\nimport {\n  contactDisplayName,\n  normalizeContactEmail,\n  readContactFacet,\n} from './contacts'\nimport { CRM_EMAIL_BODY_MAX, CRM_EMAIL_SUBJECT_MAX, type CrmScoped } from './crm'\n\n/** The most a template's name may hold. */\nexport const CRM_EMAIL_TEMPLATE_NAME_MAX = 80\n\n/**\n * The listing's window, and the ceiling the console's create respects.\n *\n * A LOOKUP rather than a list: the picker is a menu a rep opens, and two\n * hundred named letters for one workspace is past what anybody scrolls.\n * Bounded so the listen cannot grow with the org.\n */\nexport const CRM_EMAIL_TEMPLATES_LIMIT = 200\n\n/** A whole letter under a name, or a paragraph under one. */\nexport const CRM_EMAIL_TEMPLATE_KINDS = ['template', 'snippet'] as const\nexport type CrmEmailTemplateKind = (typeof CRM_EMAIL_TEMPLATE_KINDS)[number]\n\nexport const CRM_EMAIL_TEMPLATE_KIND_LABELS: Record<CrmEmailTemplateKind, string> = {\n  template: 'Template',\n  snippet: 'Snippet',\n}\n\nexport function isCrmEmailTemplateKind(value: unknown): value is CrmEmailTemplateKind {\n  return (\n    typeof value === 'string' &&\n    (CRM_EMAIL_TEMPLATE_KINDS as readonly string[]).includes(value)\n  )\n}\n\n/** The team's, or one person's. */\nexport const CRM_EMAIL_TEMPLATE_VISIBILITIES = ['shared', 'personal'] as const\nexport type CrmEmailTemplateVisibility = (typeof CRM_EMAIL_TEMPLATE_VISIBILITIES)[number]\n\nexport const CRM_EMAIL_TEMPLATE_VISIBILITY_LABELS: Record<CrmEmailTemplateVisibility, string> = {\n  shared: 'Shared',\n  personal: 'Personal',\n}\n\nexport function isCrmEmailTemplateVisibility(\n  value: unknown,\n): value is CrmEmailTemplateVisibility {\n  return (\n    typeof value === 'string' &&\n    (CRM_EMAIL_TEMPLATE_VISIBILITIES as readonly string[]).includes(value)\n  )\n}\n\n/**\n * `orgs/{orgId}/crmEmailTemplates/{templateId}`.\n *\n * Scoped like a task (AGL-2637): under a site it carries that site's tokens\n * and `hostId`; written from the organization's own hub it carries the org\n * token and `hostId: null`, because a letter the whole workspace keeps is\n * not any one brand's. `ownerUid` is set on a personal template only, and\n * is the one member the listing shows it to.\n */\nexport interface CrmEmailTemplate extends Omit<CrmScoped, 'hostId'> {\n  /** The site it was written under, or `null` for the organization's own. */\n  hostId: string | null\n  name: string\n  /** The subject line a template fills in; `''` on a snippet. */\n  subject: string\n  /** Plain text, with merge fields — see {@link renderCrmMergeFields}. */\n  body: string\n  kind: CrmEmailTemplateKind\n  visibility: CrmEmailTemplateVisibility\n  /** The one member a personal template is listed for; absent on a shared one. */\n  ownerUid?: string\n  /** Who made it — `'api'` for a key, which has no uid. */\n  createdByUid: string\n  createdAtMs: number\n  updatedAtMs: number\n}\n\n/** A template as a listener hands it back: the document plus its id. */\nexport type CrmEmailTemplateRow = CrmEmailTemplate & { $id: string }\n\n/**\n * Whether a template belongs in `uid`'s menu: every shared one, and the\n * personal ones they own. A colleague's personal template is readable under\n * the rules and hidden here — see the module header.\n */\nexport function crmEmailTemplateIsListed(\n  template: Pick<CrmEmailTemplate, 'visibility' | 'ownerUid'>,\n  uid: string | null | undefined,\n): boolean {\n  if (template.visibility !== 'personal') return true\n  return Boolean(uid) && template.ownerUid === uid\n}\n\nconst asText = (value: unknown, max: number): string =>\n  typeof value === 'string' ? value.slice(0, max) : ''\n\nconst asMs = (value: unknown): number =>\n  typeof value === 'number' && Number.isFinite(value) ? value : 0\n\n/**\n * A stored document held to shape, for a listener that reads it raw.\n *\n * Lenient where the rules are not: a kind or a visibility the union does not\n * name reads as the default, because a row some other writer produced is\n * still a letter somebody kept, and dropping it from the menu would lose it.\n */\nexport function normalizeCrmEmailTemplate(\n  row: Record<string, unknown> | null | undefined,\n): CrmEmailTemplate {\n  const data = row ?? {}\n  const visibility = isCrmEmailTemplateVisibility(data['visibility'])\n    ? data['visibility']\n    : 'shared'\n  const ownerUid = asText(data['ownerUid'], 128)\n  return {\n    name: asText(data['name'], CRM_EMAIL_TEMPLATE_NAME_MAX).trim(),\n    subject: asText(data['subject'], CRM_EMAIL_SUBJECT_MAX),\n    body: asText(data['body'], CRM_EMAIL_BODY_MAX),\n    kind: isCrmEmailTemplateKind(data['kind']) ? data['kind'] : 'template',\n    visibility,\n    ...(visibility === 'personal' && ownerUid ? { ownerUid } : {}),\n    createdByUid: asText(data['createdByUid'], 128),\n    createdAtMs: asMs(data['createdAtMs']),\n    updatedAtMs: asMs(data['updatedAtMs']),\n    hostId: typeof data['hostId'] === 'string' ? data['hostId'] : null,\n    visibleTo: Array.isArray(data['visibleTo'])\n      ? (data['visibleTo'] as unknown[]).map(String)\n      : [],\n    createdAt: data['createdAt'],\n    updatedAt: data['updatedAt'],\n  }\n}\n\n/*==========================================\n * MERGE FIELDS.\n *==========================================*/\n\n/** The group a field belongs to, as the picker headings it. */\nexport type CrmMergeFieldGroup = 'Contact' | 'Lead' | 'Deal' | 'You' | 'Site'\n\nexport interface CrmMergeFieldDefinition {\n  key: string\n  label: string\n  group: CrmMergeFieldGroup\n}\n\n/**\n * Every field the resolver knows, in the order the picker offers them.\n *\n * A fixed list rather than a path into the document, because a merge field\n * is a promise about what a person will read: `contact.title` has to mean\n * the job title on every send, whatever the document happens to call it\n * this year, and a free path would let a template reach into a note or a\n * consent map.\n */\nexport const CRM_MERGE_FIELDS: readonly CrmMergeFieldDefinition[] = [\n  { key: 'contact.firstName', label: 'First name', group: 'Contact' },\n  { key: 'contact.lastName', label: 'Last name', group: 'Contact' },\n  { key: 'contact.name', label: 'Full name', group: 'Contact' },\n  { key: 'contact.email', label: 'Email address', group: 'Contact' },\n  { key: 'contact.company', label: 'Company', group: 'Contact' },\n  { key: 'contact.title', label: 'Job title', group: 'Contact' },\n  { key: 'lead.firstName', label: 'First name', group: 'Lead' },\n  { key: 'lead.lastName', label: 'Last name', group: 'Lead' },\n  { key: 'lead.name', label: 'Full name', group: 'Lead' },\n  { key: 'lead.email', label: 'Email address', group: 'Lead' },\n  { key: 'deal.name', label: 'Deal name', group: 'Deal' },\n  { key: 'deal.amount', label: 'Deal amount', group: 'Deal' },\n  { key: 'sender.firstName', label: 'Your first name', group: 'You' },\n  { key: 'sender.name', label: 'Your name', group: 'You' },\n  { key: 'sender.email', label: 'Your email address', group: 'You' },\n  { key: 'site.name', label: 'Site name', group: 'Site' },\n]\n\n/** `{{key}}` — the one spelling the resolver reads and the picker inserts. */\nexport function crmMergeFieldToken(key: string): string {\n  return `{{${key}}}`\n}\n\n/**\n * What the resolver reads from: the documents as they are stored, so the\n * send route hands over what it already read and the dialog what it\n * fetched for the preview, with no projection in between to drift.\n */\nexport interface CrmMergeContext {\n  /** The contact document, `orgs/{orgId}/contacts/{id}`. */\n  contact?: Record<string, unknown> | null\n  /**\n   * The holder group whose facet names the contact — the sending site's,\n   * since a name, a job title and a company are one holder's knowledge of\n   * a person (`readContactFacet`). The canonical name is the fallback.\n   */\n  contactGroupId?: string | null\n  /** The lead document, `hosts/{hostId}/leads/{id}`. */\n  lead?: Record<string, unknown> | null\n  /** The deal document, `orgs/{orgId}/deals/{id}`. */\n  deal?: Record<string, unknown> | null\n  /** The person sending, as their token or session names them. */\n  sender?: { name?: string | null; email?: string | null } | null\n  /** The site the email leaves from. */\n  site?: { name?: string | null } | null\n  /**\n   * Fields a caller brings from a record of its own, keyed by the whole\n   * `group.field` name — a plugin's `enrollment.personalLine`, say.\n   *\n   * Read only for a group the resolver above does not know, so no caller can\n   * change what `contact.email` means. The fixed list is a promise about what\n   * a person will read, and this is where a caller that makes its own promise\n   * keeps it: the value is passed as written, never looked up by path.\n   */\n  extra?: Readonly<Record<string, string | null | undefined>> | null\n}\n\nexport interface CrmMergeResult {\n  /** The text with every field replaced — by its value, or by nothing. */\n  text: string\n  /** The fields that rendered as nothing, unique, in order of appearance. */\n  unresolved: string[]\n}\n\n/*\n * `{{ group.field }}`, spaces allowed inside the braces because a rep will\n * type them. A single brace pair or a bare word is left alone: a letter may\n * legitimately contain braces.\n */\nconst MERGE_FIELD_PATTERN = /\\{\\{\\s*([A-Za-z][A-Za-z0-9]*\\.[A-Za-z][A-Za-z0-9]*)\\s*\\}\\}/g\n\n/** The merge fields a text names, unique, in order of first appearance. */\nexport function crmMergeFieldsIn(text: string): string[] {\n  const seen = new Set<string>()\n  const fields: string[] = []\n  for (const match of String(text ?? '').matchAll(MERGE_FIELD_PATTERN)) {\n    const key = match[1]\n    if (seen.has(key)) continue\n    seen.add(key)\n    fields.push(key)\n  }\n  return fields\n}\n\nexport function hasCrmMergeFields(text: string): boolean {\n  MERGE_FIELD_PATTERN.lastIndex = 0\n  return MERGE_FIELD_PATTERN.test(String(text ?? ''))\n}\n\n/** A name as one string → its first word and the rest. */\nexport function splitPersonName(name: unknown): { firstName: string; lastName: string } {\n  const words = String(name ?? '')\n    .trim()\n    .split(/\\s+/)\n    .filter(Boolean)\n  return {\n    firstName: words[0] ?? '',\n    lastName: words.slice(1).join(' '),\n  }\n}\n\n/**\n * A deal's amount as a letter prints it.\n *\n * A fixed locale rather than the reader's, on purpose: the server has no\n * reader, and the preview has to print what the server will send. Cents\n * that are not a number render as nothing, so a deal with no value greets\n * nobody with \"$0.00\".\n */\nexport function formatCrmMergeAmount(cents: unknown, currency: unknown): string {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return ''\n  const code = String(currency || 'usd').toUpperCase()\n  const amount = cents / 100\n  try {\n    return new Intl.NumberFormat('en-US', { style: 'currency', currency: code }).format(amount)\n  } catch {\n    return `${amount.toFixed(2)} ${code}`\n  }\n}\n\nconst text = (value: unknown): string => (typeof value === 'string' ? value.trim() : '')\n\n/** One field's value from the context, or `''` for anything it cannot answer. */\nfunction resolveCrmMergeField(key: string, context: CrmMergeContext): string {\n  const [group, field] = key.split('.')\n  switch (group) {\n    case 'contact': {\n      const contact = context.contact\n      if (!contact) return ''\n      const groupId = text(context.contactGroupId)\n      const facet = readContactFacet(contact, groupId)\n      const name = groupId\n        ? contactDisplayName(contact, groupId)\n        : text(contact['name'])\n      switch (field) {\n        case 'firstName':\n          return splitPersonName(name).firstName\n        case 'lastName':\n          return splitPersonName(name).lastName\n        case 'name':\n          return name\n        case 'email':\n          return normalizeContactEmail(contact['email']) ?? ''\n        case 'company':\n          return text(facet.companyName)\n        case 'title':\n          return text(facet.jobTitle)\n        default:\n          return ''\n      }\n    }\n    case 'lead': {\n      const lead = context.lead\n      if (!lead) return ''\n      switch (field) {\n        case 'firstName':\n          return splitPersonName(lead['name']).firstName\n        case 'lastName':\n          return splitPersonName(lead['name']).lastName\n        case 'name':\n          return text(lead['name'])\n        case 'email':\n          return normalizeContactEmail(lead['email']) ?? ''\n        default:\n          return ''\n      }\n    }\n    case 'deal': {\n      const deal = context.deal\n      if (!deal) return ''\n      switch (field) {\n        case 'name':\n          return text(deal['title'])\n        case 'amount':\n          return formatCrmMergeAmount(deal['amountCents'], deal['currency'])\n        default:\n          return ''\n      }\n    }\n    case 'sender': {\n      const sender = context.sender\n      if (!sender) return ''\n      switch (field) {\n        case 'firstName':\n          return splitPersonName(sender.name).firstName\n        case 'name':\n          return text(sender.name)\n        case 'email':\n          return normalizeContactEmail(sender.email) ?? ''\n        default:\n          return ''\n      }\n    }\n    case 'site':\n      return field === 'name' ? text(context.site?.name) : ''\n    default: {\n      const extra = context.extra\n      return extra && Object.prototype.hasOwnProperty.call(extra, key)\n        ? text(extra[key])\n        : ''\n    }\n  }\n}\n\n/**\n * Every merge field in `text` replaced from `context`, and the ones that\n * had nothing to say. Pure, and never throws: a missing record, an unknown\n * field, a malformed context each render as nothing and are named in\n * `unresolved`.\n */\nexport function resolveCrmMergeFields(\n  text: string,\n  context: CrmMergeContext | null | undefined,\n): CrmMergeResult {\n  const source = String(text ?? 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+{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm-email-templates.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 * EMAIL TEMPLATES, SNIPPETS AND MERGE FIELDS (AGL-2658).\n *\n * A one-to-one email is a letter, and a rep writes the same three letters\n * all week: the follow-up, the proposal cover note, the \"still keen?\". A\n * TEMPLATE is one of those letters kept under a name — a subject and a body\n * the dialog fills in whole. A SNIPPET is a paragraph kept under a name —\n * a signature block, a pricing line — inserted where the caret is. Both\n * carry MERGE FIELDS, `{{contact.firstName}}` and the like, which the send\n * route fills from the record the email is about, so a template written\n * once reads as a letter to each person it is sent to.\n *\n * ## One resolver, run twice\n *\n * The server resolves at send time, off the documents it has already read\n * to find the recipient, and what it writes to the timeline is the letter\n * as it left. The dialog runs the SAME resolver over the same documents to\n * show the rep what will go out, so the preview and the message cannot\n * disagree. The resolver is pure and lives here, beside the model, so\n * neither caller can drift into its own grammar.\n *\n * ## What a field with no value does\n *\n * It renders as nothing. A template that greets `{{contact.firstName}}` is\n * sent to a contact known only by email as \"Hi ,\" — which is why the dialog\n * counts the empty fields and says so before the rep clicks Send, and why\n * an unknown field name renders as nothing too rather than as its own\n * braces: a typo in a merge field must not reach a customer as `{{contct.\n * firstName}}`. Nothing is escaped, because the mail is plain text.\n *\n * ## Shared or personal\n *\n * A template is either the team's — every CRM editor may use and change it\n * — or one person's, listed for its owner alone. The rules gate the writes\n * (`cloud/firebase-firestore.rules`); the listing hides a colleague's\n * personal rows the way a private saved view is hidden (AGL-2617), because\n * a rule per reader would need a query per reader.\n *==========================================*/\n\nimport {\n  contactDisplayName,\n  normalizeContactEmail,\n  readContactFacet,\n} from './contacts'\nimport { CRM_EMAIL_BODY_MAX, CRM_EMAIL_SUBJECT_MAX, type CrmScoped } from './crm'\n\n/** The most a template's name may hold. */\nexport const CRM_EMAIL_TEMPLATE_NAME_MAX = 80\n\n/**\n * The listing's window, and the ceiling the console's create respects.\n *\n * A LOOKUP rather than a list: the picker is a menu a rep opens, and two\n * hundred named letters for one workspace is past what anybody scrolls.\n * Bounded so the listen cannot grow with the org.\n */\nexport const CRM_EMAIL_TEMPLATES_LIMIT = 200\n\n/** A whole letter under a name, or a paragraph under one. */\nexport const CRM_EMAIL_TEMPLATE_KINDS = ['template', 'snippet'] as const\nexport type CrmEmailTemplateKind = (typeof CRM_EMAIL_TEMPLATE_KINDS)[number]\n\nexport const CRM_EMAIL_TEMPLATE_KIND_LABELS: Record<CrmEmailTemplateKind, string> = {\n  template: 'Template',\n  snippet: 'Snippet',\n}\n\nexport function isCrmEmailTemplateKind(value: unknown): value is CrmEmailTemplateKind {\n  return (\n    typeof value === 'string' &&\n    (CRM_EMAIL_TEMPLATE_KINDS as readonly string[]).includes(value)\n  )\n}\n\n/** The team's, or one person's. */\nexport const CRM_EMAIL_TEMPLATE_VISIBILITIES = ['shared', 'personal'] as const\nexport type CrmEmailTemplateVisibility = (typeof CRM_EMAIL_TEMPLATE_VISIBILITIES)[number]\n\nexport const CRM_EMAIL_TEMPLATE_VISIBILITY_LABELS: Record<CrmEmailTemplateVisibility, string> = {\n  shared: 'Shared',\n  personal: 'Personal',\n}\n\nexport function isCrmEmailTemplateVisibility(\n  value: unknown,\n): value is CrmEmailTemplateVisibility {\n  return (\n    typeof value === 'string' &&\n    (CRM_EMAIL_TEMPLATE_VISIBILITIES as readonly string[]).includes(value)\n  )\n}\n\n/**\n * `orgs/{orgId}/crmEmailTemplates/{templateId}`.\n *\n * Scoped like a task (AGL-2637): under a site it carries that site's tokens\n * and `hostId`; written from the organization's own hub it carries the org\n * token and `hostId: null`, because a letter the whole workspace keeps is\n * not any one brand's. `ownerUid` is set on a personal template only, and\n * is the one member the listing shows it to.\n */\nexport interface CrmEmailTemplate extends Omit<CrmScoped, 'hostId'> {\n  /** The site it was written under, or `null` for the organization's own. */\n  hostId: string | null\n  name: string\n  /** The subject line a template fills in; `''` on a snippet. */\n  subject: string\n  /** Plain text, with merge fields — see {@link renderCrmMergeFields}. */\n  body: string\n  kind: CrmEmailTemplateKind\n  visibility: CrmEmailTemplateVisibility\n  /** The one member a personal template is listed for; absent on a shared one. */\n  ownerUid?: string\n  /** Who made it — `'api'` for a key, which has no uid. */\n  createdByUid: string\n  createdAtMs: number\n  updatedAtMs: number\n}\n\n/** A template as a listener hands it back: the document plus its id. */\nexport type CrmEmailTemplateRow = CrmEmailTemplate & { $id: string }\n\n/**\n * Whether a template belongs in `uid`'s menu: every shared one, and the\n * personal ones they own. A colleague's personal template is readable under\n * the rules and hidden here — see the module header.\n */\nexport function crmEmailTemplateIsListed(\n  template: Pick<CrmEmailTemplate, 'visibility' | 'ownerUid'>,\n  uid: string | null | undefined,\n): boolean {\n  if (template.visibility !== 'personal') return true\n  return Boolean(uid) && template.ownerUid === uid\n}\n\nconst asText = (value: unknown, max: number): string =>\n  typeof value === 'string' ? value.slice(0, max) : ''\n\nconst asMs = (value: unknown): number =>\n  typeof value === 'number' && Number.isFinite(value) ? value : 0\n\n/**\n * A stored document held to shape, for a listener that reads it raw.\n *\n * Lenient where the rules are not: a kind or a visibility the union does not\n * name reads as the default, because a row some other writer produced is\n * still a letter somebody kept, and dropping it from the menu would lose it.\n */\nexport function normalizeCrmEmailTemplate(\n  row: Record<string, unknown> | null | undefined,\n): CrmEmailTemplate {\n  const data = row ?? {}\n  const visibility = isCrmEmailTemplateVisibility(data['visibility'])\n    ? data['visibility']\n    : 'shared'\n  const ownerUid = asText(data['ownerUid'], 128)\n  return {\n    name: asText(data['name'], CRM_EMAIL_TEMPLATE_NAME_MAX).trim(),\n    subject: asText(data['subject'], CRM_EMAIL_SUBJECT_MAX),\n    body: asText(data['body'], CRM_EMAIL_BODY_MAX),\n    kind: isCrmEmailTemplateKind(data['kind']) ? data['kind'] : 'template',\n    visibility,\n    ...(visibility === 'personal' && ownerUid ? { ownerUid } : {}),\n    createdByUid: asText(data['createdByUid'], 128),\n    createdAtMs: asMs(data['createdAtMs']),\n    updatedAtMs: asMs(data['updatedAtMs']),\n    hostId: typeof data['hostId'] === 'string' ? data['hostId'] : null,\n    visibleTo: Array.isArray(data['visibleTo'])\n      ? (data['visibleTo'] as unknown[]).map(String)\n      : [],\n    createdAt: data['createdAt'],\n    updatedAt: data['updatedAt'],\n  }\n}\n\n/*==========================================\n * MERGE FIELDS.\n *==========================================*/\n\n/** The group a field belongs to, as the picker headings it. */\nexport type CrmMergeFieldGroup = 'Contact' | 'Lead' | 'Deal' | 'You' | 'Site'\n\nexport interface CrmMergeFieldDefinition {\n  key: string\n  label: string\n  group: CrmMergeFieldGroup\n}\n\n/**\n * Every field the resolver knows, in the order the picker offers them.\n *\n * A fixed list rather than a path into the document, because a merge field\n * is a promise about what a person will read: `contact.title` has to mean\n * the job title on every send, whatever the document happens to call it\n * this year, and a free path would let a template reach into a note or a\n * consent map.\n */\nexport const CRM_MERGE_FIELDS: readonly CrmMergeFieldDefinition[] = [\n  { key: 'contact.firstName', label: 'First name', group: 'Contact' },\n  { key: 'contact.lastName', label: 'Last name', group: 'Contact' },\n  { key: 'contact.name', label: 'Full name', group: 'Contact' },\n  { key: 'contact.email', label: 'Email address', group: 'Contact' },\n  { key: 'contact.company', label: 'Company', group: 'Contact' },\n  { key: 'contact.title', label: 'Job title', group: 'Contact' },\n  { key: 'lead.firstName', label: 'First name', group: 'Lead' },\n  { key: 'lead.lastName', label: 'Last name', group: 'Lead' },\n  { key: 'lead.name', label: 'Full name', group: 'Lead' },\n  { key: 'lead.email', label: 'Email address', group: 'Lead' },\n  { key: 'lead.company', label: 'Company', group: 'Lead' },\n  { key: 'lead.title', label: 'Job title', group: 'Lead' },\n  { key: 'deal.name', label: 'Deal name', group: 'Deal' },\n  { key: 'deal.amount', label: 'Deal amount', group: 'Deal' },\n  { key: 'sender.firstName', label: 'Your first name', group: 'You' },\n  { key: 'sender.name', label: 'Your name', group: 'You' },\n  { key: 'sender.email', label: 'Your email address', group: 'You' },\n  { key: 'site.name', label: 'Site name', group: 'Site' },\n]\n\n/** `{{key}}` — the one spelling the resolver reads and the picker inserts. */\nexport function crmMergeFieldToken(key: string): string {\n  return `{{${key}}}`\n}\n\n/**\n * What the resolver reads from: the documents as they are stored, so the\n * send route hands over what it already read and the dialog what it\n * fetched for the preview, with no projection in between to drift.\n */\nexport interface CrmMergeContext {\n  /** The contact document, `orgs/{orgId}/contacts/{id}`. */\n  contact?: Record<string, unknown> | null\n  /**\n   * The holder group whose facet names the contact — the sending site's,\n   * since a name, a job title and a company are one holder's knowledge of\n   * a person (`readContactFacet`). The canonical name is the fallback.\n   */\n  contactGroupId?: string | null\n  /** The lead document, `hosts/{hostId}/leads/{id}`. */\n  lead?: Record<string, unknown> | null\n  /** The deal document, `orgs/{orgId}/deals/{id}`. */\n  deal?: Record<string, unknown> | null\n  /** The person sending, as their token or session names them. */\n  sender?: { name?: string | null; email?: string | null } | null\n  /** The site the email leaves from. */\n  site?: { name?: string | null } | null\n  /**\n   * Fields a caller brings from a record of its own, keyed by the whole\n   * `group.field` name — a plugin's `enrollment.personalLine`, say.\n   *\n   * Read only for a group the resolver above does not know, so no caller can\n   * change what `contact.email` means. The fixed list is a promise about what\n   * a person will read, and this is where a caller that makes its own promise\n   * keeps it: the value is passed as written, never looked up by path.\n   */\n  extra?: Readonly<Record<string, string | null | undefined>> | null\n}\n\nexport interface CrmMergeResult {\n  /** The text with every field replaced — by its value, or by nothing. */\n  text: string\n  /** The fields that rendered as nothing, unique, in order of appearance. */\n  unresolved: string[]\n}\n\n/*\n * `{{ group.field }}`, spaces allowed inside the braces because a rep will\n * type them. A single brace pair or a bare word is left alone: a letter may\n * legitimately contain braces.\n */\nconst MERGE_FIELD_PATTERN = /\\{\\{\\s*([A-Za-z][A-Za-z0-9]*\\.[A-Za-z][A-Za-z0-9]*)\\s*\\}\\}/g\n\n/** The merge fields a text names, unique, in order of first appearance. */\nexport function crmMergeFieldsIn(text: string): string[] {\n  const seen = new Set<string>()\n  const fields: string[] = []\n  for (const match of String(text ?? '').matchAll(MERGE_FIELD_PATTERN)) {\n    const key = match[1]\n    if (seen.has(key)) continue\n    seen.add(key)\n    fields.push(key)\n  }\n  return fields\n}\n\nexport function hasCrmMergeFields(text: string): boolean {\n  MERGE_FIELD_PATTERN.lastIndex = 0\n  return MERGE_FIELD_PATTERN.test(String(text ?? ''))\n}\n\n/** A name as one string → its first word and the rest. */\nexport function splitPersonName(name: unknown): { firstName: string; lastName: string } {\n  const words = String(name ?? '')\n    .trim()\n    .split(/\\s+/)\n    .filter(Boolean)\n  return {\n    firstName: words[0] ?? '',\n    lastName: words.slice(1).join(' '),\n  }\n}\n\n/**\n * A deal's amount as a letter prints it.\n *\n * A fixed locale rather than the reader's, on purpose: the server has no\n * reader, and the preview has to print what the server will send. Cents\n * that are not a number render as nothing, so a deal with no value greets\n * nobody with \"$0.00\".\n */\nexport function formatCrmMergeAmount(cents: unknown, currency: unknown): string {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return ''\n  const code = String(currency || 'usd').toUpperCase()\n  const amount = cents / 100\n  try {\n    return new Intl.NumberFormat('en-US', { style: 'currency', currency: code }).format(amount)\n  } catch {\n    return `${amount.toFixed(2)} ${code}`\n  }\n}\n\nconst text = (value: unknown): string => (typeof value === 'string' ? value.trim() : '')\n\n/** One field's value from the context, or `''` for anything it cannot answer. */\nfunction resolveCrmMergeField(key: string, context: CrmMergeContext): string {\n  const [group, field] = key.split('.')\n  switch (group) {\n    case 'contact': {\n      const contact = context.contact\n      if (!contact) return ''\n      const groupId = text(context.contactGroupId)\n      const facet = readContactFacet(contact, groupId)\n      const name = groupId\n        ? contactDisplayName(contact, groupId)\n        : text(contact['name'])\n      switch (field) {\n        case 'firstName':\n          return splitPersonName(name).firstName\n        case 'lastName':\n          return splitPersonName(name).lastName\n        case 'name':\n          return name\n        case 'email':\n          return normalizeContactEmail(contact['email']) ?? ''\n        case 'company':\n          return text(facet.companyName)\n        case 'title':\n          return text(facet.jobTitle)\n        default:\n          return ''\n      }\n    }\n    case 'lead': {\n      const lead = context.lead\n      if (!lead) return ''\n      switch (field) {\n        case 'firstName':\n          return splitPersonName(lead['name']).firstName\n        case 'lastName':\n          return splitPersonName(lead['name']).lastName\n        case 'name':\n          return text(lead['name'])\n        case 'email':\n          return normalizeContactEmail(lead['email']) ?? ''\n        // The lead's own profile (AGL-3231): the company as text, the title.\n        case 'company':\n          return text(lead['company'])\n        case 'title':\n          return text(lead['jobTitle'])\n        default:\n          return ''\n      }\n    }\n    case 'deal': {\n      const deal = context.deal\n      if (!deal) return ''\n      switch (field) {\n        case 'name':\n          return text(deal['title'])\n        case 'amount':\n          return formatCrmMergeAmount(deal['amountCents'], deal['currency'])\n        default:\n          return ''\n      }\n    }\n    case 'sender': {\n      const sender = context.sender\n      if (!sender) return ''\n      switch (field) {\n        case 'firstName':\n          return splitPersonName(sender.name).firstName\n        case 'name':\n          return text(sender.name)\n        case 'email':\n          return normalizeContactEmail(sender.email) ?? ''\n        default:\n          return ''\n      }\n    }\n    case 'site':\n      return field === 'name' ? text(context.site?.name) : ''\n    default: {\n      const extra = context.extra\n      return extra && Object.prototype.hasOwnProperty.call(extra, key)\n        ? text(extra[key])\n        : ''\n    }\n  }\n}\n\n/**\n * Every merge field in `text` replaced from `context`, and the ones that\n * had nothing to say. Pure, and never throws: a missing record, an unknown\n * field, a malformed context each render as nothing and are named in\n * `unresolved`.\n */\nexport function resolveCrmMergeFields(\n  text: string,\n  context: CrmMergeContext | null | undefined,\n): CrmMergeResult {\n  const source = String(text ?? 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package/src/lib/app-utils/crm.d.ts

@@ -43,7 +43,7 @@
  * Pure data module: types, constants and the small helpers every surface
  * would otherwise write for itself. No Firestore, no React.
  */
-import type { AglynPostalAddress, OrgCrmAssignmentRule } from '../foundation';
+import { type AglynPostalAddress, type OrgCrmAssignmentRule } from '../foundation';
 import { type ConsentGroup } from './consent-groups';
 import { type ContactLifecycleStage, type CrmActivityKind, type CrmTaskKind } from './crm-kinds';
 import { type ContactInteraction, type ContactSegment, type ContactSource } from './contacts';
@@ -438,6 +438,13 @@ export interface CrmTask extends Omit<CrmScoped, 'hostId'> {
     contactId?: string;
     companyId?: string;
     dealId?: string;
+    /**
+     * `hosts/{hostId}/leads/{leadId}` — a task filed on a lead not yet
+     * converted (AGL-3233): a sequence's call step or a reply to answer. The
+     * conversion stamps the contact beside it, so the task is the contact's
+     * from then on and the lead's page still lists it.
+     */
+    leadId?: string;
     /**
      * When the assignee is reminded (AGL-2659): the due time unless a person
      * moved it, `null` for no reminder. The hourly `/api/crm/task-reminders`
@@ -1323,7 +1330,7 @@ export declare function isCrmLeadStatus(value: unknown): value is CrmLeadStatus;
  * says. `unqualifiedReason` travels with `status: 'unqualified'` and is the
  * one free-text field a report will want to read back.
  */
-export interface CrmLeadFields {
+export interface CrmLeadFields extends CrmLeadProfile {
     status?: CrmLeadStatus;
     /** The team member working the lead. */
     ownerUid?: string;
@@ -1337,6 +1344,66 @@ export interface CrmLeadFields {
     /** The company the conversion created or linked, when it named one. */
     companyId?: string;
 }
+/** The longest text one profile field holds — the contact's own cap. */
+export declare const CRM_LEAD_TEXT_MAX = 120;
+/** The most tags one lead keeps — the contact's own cap. */
+export declare const CRM_LEAD_TAGS_MAX = 20;
+/** The longest note a lead keeps — the lead page's own cap. */
+export declare const CRM_LEAD_NOTES_MAX = 4000;
+export interface CrmLeadProfile {
+    /** The company's name, as text — see the block header. */
+    company?: string;
+    jobTitle?: string;
+    /** E.164 — `normalizePhone` before writing. */
+    phone?: string;
+    /** An http(s) URL — `normalizeCompanyWebsite` before writing. */
+    website?: string;
+    address?: AglynPostalAddress | null;
+    /** Lower-cased, deduplicated, at most {@link CRM_LEAD_TAGS_MAX}. */
+    tags?: string[];
+    /** Free text naming where the lead came from — Salesforce's Lead Source. */
+    leadSource?: string;
+}
+/** The profile's keys, in the order a card lists them. */
+export declare const CRM_LEAD_PROFILE_KEYS: readonly ["company", "jobTitle", "phone", "website", "address", "tags", "leadSource"];
+export type CrmLeadProfileKey = (typeof CRM_LEAD_PROFILE_KEYS)[number];
+/**
+ * A profile as a writer receives it: a key present is a value to store, a
+ * key present and `null` is a field to clear, a key absent is left alone.
+ * The PATCH semantics every CRM write has.
+ */
+export type CrmLeadProfilePatch = {
+    [K in CrmLeadProfileKey]?: NonNullable<CrmLeadProfile[K]> | null;
+};
+/** Why one field of a profile could not be read, under the field. */
+export type CrmLeadProfileErrors = Partial<Record<CrmLeadProfileKey, string>>;
+/** The sentence an unreadable phone number is refused with, under the field. */
+export declare const CRM_LEAD_PHONE_REFUSAL: string;
+/** The sentence an unreadable website is refused with, under the field. */
+export declare const CRM_LEAD_WEBSITE_REFUSAL = "Enter a web address, like acme.com";
+/**
+ * Tags as a lead stores them: lower-cased, trimmed, deduplicated, capped —
+ * from an array or a comma-separated string, so a file cell and a form
+ * field are one input.
+ */
+export declare function normalizeCrmLeadTags(value: unknown): string[];
+/**
+ * Read a profile off an untrusted body, one field at a time.
+ *
+ * Every key the body names is answered: as a normalized value, as `null`
+ * when the body cleared it (an empty string, `null`, an empty list, a blank
+ * address), or as an error under the field when the value cannot be
+ * stored as typed. Keys the body does not name are not in the answer, so
+ * a caller can write exactly what was asked. A `website` is normalized the
+ * way a company's is; a phone the way a contact's is; both refuse rather
+ * than store a value the record would then render as a link to nowhere.
+ */
+export declare function normalizeCrmLeadProfile(input: Record<string, unknown> | null | undefined): {
+    patch: CrmLeadProfilePatch;
+    errors: CrmLeadProfileErrors;
+};
+/** The name a lead is listed under: the name it carries, else its address. */
+export declare function crmLeadDisplayName(lead: Record<string, unknown> | null | undefined): string;
 /**
  * A lead's status as the list and the filter should read it.
  *