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

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

@@ -1,3 +1,4 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
 /**
  * @license
  * Copyright 2026 Aglyn LLC
@@ -41,7 +42,7 @@
  *
  * Pure data module: types, constants and the small helpers every surface
  * would otherwise write for itself. No Firestore, no React.
- */ import { _ as _extends } from "@swc/helpers/_/_extends";
+ */ import { normalizeAddress, normalizePhone } from "../foundation/index.js";
 import { consentGroupScope } from "./consent-groups.js";
 import { CONTACT_LIFECYCLE_STAGES, isContactLifecycleStage } from "./crm-kinds.js";
 import { CONTACT_FACETS_FIELD, CONTACT_SOURCE_LABELS, normalizeContactEmail, readContactFacet } from "./contacts.js";
@@ -1443,6 +1444,130 @@ export function parseCrmMemberRef(value) {
 export function isCrmLeadStatus(value) {
     return typeof value === 'string' && CRM_LEAD_STATUSES.includes(value);
 }
+/*==========================================
+ * THE LEAD'S OWN PROFILE (AGL-3231).
+ *
+ * A Salesforce lead is a record of its own: it carries the person AND
+ * their company as text — company, title, phone, website, address, the
+ * source that produced it — and none of it is a contact until the lead
+ * converts, when the convert step hands every field to the contact and the
+ * account it creates. A lead that held only an address and a name could
+ * not be worked without a contact beside it, which is how one person came
+ * to sit in both lists; these fields are what let the lead stand alone.
+ *
+ * ## Text, not links
+ *
+ * `company` is the company's NAME, never a company id. A lead has not been
+ * qualified, so the account it names may not deserve a record yet — a
+ * thousand imported leads must not mint a thousand companies — and the
+ * conversion is where the text becomes a link: it finds the company by
+ * that name or by the address's domain, or creates it. The `companyId` on
+ * `CrmLeadFields` is the conversion's stamp, written once, and never what
+ * a lead carries while it is open.
+ *
+ * ## The same shapes the contact keeps
+ *
+ * The phone is E.164 through `normalizePhone`, the address is
+ * `AglynPostalAddress` through `normalizeAddress`, tags are lower-cased and
+ * capped as the contact's are, and the website is normalized as a
+ * company's is — so the conversion copies values rather than translating
+ * them, and a lead typed in the drawer and a contact typed in its drawer
+ * refuse the same phone number in the same sentence.
+ *
+ * ## `leadSource` beside `sources`
+ *
+ * `sources` is the capture door's record of which SURFACES met the person
+ * — `signup`, `booking`, `form:{id}`, `import` — and no file may rewrite
+ * it. `leadSource` is what Salesforce calls Lead Source: free text the
+ * team or the file supplies ("Sales Navigator", "Trade show"), reported on
+ * and filtered by, and never derived. Two fields because they answer two
+ * questions, and a file that could write the first would be rewriting the
+ * site's own history.
+ *=========================================*/ /** The longest text one profile field holds — the contact's own cap. */ export const CRM_LEAD_TEXT_MAX = 120;
+/** The most tags one lead keeps — the contact's own cap. */ export const CRM_LEAD_TAGS_MAX = 20;
+/** The longest note a lead keeps — the lead page's own cap. */ export const CRM_LEAD_NOTES_MAX = 4000;
+/** The profile's keys, in the order a card lists them. */ export const CRM_LEAD_PROFILE_KEYS = [
+    'company',
+    'jobTitle',
+    'phone',
+    'website',
+    'address',
+    'tags',
+    'leadSource'
+];
+/** The sentence an unreadable phone number is refused with, under the field. */ export const CRM_LEAD_PHONE_REFUSAL = 'That phone number could not be read. Enter it with its country code, like ' + '+1 512 555 0107.';
+/** The sentence an unreadable website is refused with, under the field. */ export 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 function normalizeCrmLeadTags(value) {
+    const items = Array.isArray(value) ? value : typeof value === 'string' ? value.split(',') : [];
+    return [
+        ...new Set(items.map((tag)=>String(tag != null ? tag : '').trim().slice(0, 40).toLowerCase()).filter(Boolean))
+    ].slice(0, CRM_LEAD_TAGS_MAX);
+}
+/**
+ * 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 function normalizeCrmLeadProfile(input) {
+    const body = input != null ? input : {};
+    const patch = {};
+    const errors = {};
+    const text = (key)=>{
+        var _body_key;
+        if (!(key in body)) return;
+        const value = String((_body_key = body[key]) != null ? _body_key : '').trim().replace(/\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX);
+        patch[key] = value || null;
+    };
+    text('company');
+    text('jobTitle');
+    text('leadSource');
+    if ('phone' in body) {
+        var _body_phone;
+        const raw = String((_body_phone = body['phone']) != null ? _body_phone : '').trim();
+        if (!raw) patch.phone = null;
+        else {
+            const phone = normalizePhone(raw);
+            if (phone) patch.phone = phone;
+            else errors.phone = CRM_LEAD_PHONE_REFUSAL;
+        }
+    }
+    if ('website' in body) {
+        var _body_website;
+        const raw = String((_body_website = body['website']) != null ? _body_website : '').trim();
+        if (!raw) patch.website = null;
+        else {
+            const website = normalizeCompanyWebsite(raw);
+            if (website) patch.website = website;
+            else errors.website = CRM_LEAD_WEBSITE_REFUSAL;
+        }
+    }
+    if ('address' in body) {
+        const raw = body['address'];
+        patch.address = raw && typeof raw === 'object' && !Array.isArray(raw) ? normalizeAddress(raw) : null;
+    }
+    if ('tags' in body) {
+        const tags = normalizeCrmLeadTags(body['tags']);
+        patch.tags = tags.length ? tags : null;
+    }
+    return {
+        patch,
+        errors
+    };
+}
+/** The name a lead is listed under: the name it carries, else its address. */ export function crmLeadDisplayName(lead) {
+    var _ref, _ref1;
+    const name = String((_ref = lead == null ? void 0 : lead['name']) != null ? _ref : '').trim();
+    return name || String((_ref1 = lead == null ? void 0 : lead['email']) != null ? _ref1 : '').trim();
+}
 /**
  * A lead's status as the list and the filter should read it.
  *