@aglyn/aglyn 1.0.0-beta.222 → 1.0.0-beta.223

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/aglyn",
-  "version": "1.0.0-beta.222",
+  "version": "1.0.0-beta.223",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -37,16 +37,16 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/shared-data-enums": "1.0.0-beta.222",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.222",
-    "@aglyn/shared-data-types": "1.0.0-beta.222",
-    "@aglyn/shared-util-email": "1.0.0-beta.222",
-    "@aglyn/shared-util-first-touch": "1.0.0-beta.222",
-    "@aglyn/shared-util-http": "1.0.0-beta.222",
-    "@aglyn/shared-util-logger": "1.0.0-beta.222",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.222",
-    "@aglyn/shared-util-tools": "1.0.0-beta.222",
-    "@aglyn/shared-util-vendor": "1.0.0-beta.222",
+    "@aglyn/shared-data-enums": "1.0.0-beta.223",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.223",
+    "@aglyn/shared-data-types": "1.0.0-beta.223",
+    "@aglyn/shared-util-email": "1.0.0-beta.223",
+    "@aglyn/shared-util-first-touch": "1.0.0-beta.223",
+    "@aglyn/shared-util-http": "1.0.0-beta.223",
+    "@aglyn/shared-util-logger": "1.0.0-beta.223",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.223",
+    "@aglyn/shared-util-tools": "1.0.0-beta.223",
+    "@aglyn/shared-util-vendor": "1.0.0-beta.223",
     "@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-email-templates.js

@@ -226,9 +226,11 @@ const asMs = (value)=>typeof value === 'number' && Number.isFinite(value) ? valu
 }
 /*
  * `{{ group.field }}`, spaces allowed inside the braces because a rep will
- * type them. A single brace pair or a bare word is left alone: a letter may
+ * type them, and an optional `|fallback` — `{{contact.firstName|there}}` —
+ * printed when the field has no value (AGL-3458), the campaign tags' own
+ * spelling. A single brace pair or a bare word is left alone: a letter may
  * legitimately contain braces.
- */ const MERGE_FIELD_PATTERN = /\{\{\s*([A-Za-z][A-Za-z0-9]*\.[A-Za-z][A-Za-z0-9]*)\s*\}\}/g;
+ */ const MERGE_FIELD_PATTERN = /\{\{\s*([A-Za-z][A-Za-z0-9]*\.[A-Za-z][A-Za-z0-9]*)\s*(?:\|([^}]*))?\}\}/g;
 /** The merge fields a text names, unique, in order of first appearance. */ export function crmMergeFieldsIn(text) {
     const seen = new Set();
     const fields = [];
@@ -389,8 +391,8 @@ const text = (value)=>typeof value === 'string' ? value.trim() : '';
     const source = String(text != null ? text : '');
     const ctx = context != null ? context : {};
     const unresolved = new Set();
-    const rendered = source.replace(MERGE_FIELD_PATTERN, (_match, key)=>{
-        const value = resolveCrmMergeField(key, ctx);
+    const rendered = source.replace(MERGE_FIELD_PATTERN, (_match, key, fallback)=>{
+        const value = resolveCrmMergeField(key, ctx) || String(fallback != null ? fallback : '').trim();
         if (!value) unresolved.add(key);
         return value;
     });

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: '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      /*\n       * The holder's own first and last names when it keeps them (AGL-3515)\n       * — a two-word first name or a particle in a surname is then what the\n       * person wrote — and the display name split at its first space when\n       * it keeps neither.\n       */\n      const parts =\n        text(facet.firstName) || text(facet.lastName)\n          ? { firstName: text(facet.firstName), lastName: text(facet.lastName) }\n          : splitPersonName(name)\n      switch (field) {\n        case 'firstName':\n          return parts.firstName\n        case 'lastName':\n          return parts.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      /*\n       * The lead's own first and last names when it keeps them (AGL-3513),\n       * as the contact's are read; the name split at its first space when\n       * it keeps neither.\n       */\n      const parts =\n        text(lead['firstName']) || text(lead['lastName'])\n          ? { firstName: text(lead['firstName']), lastName: text(lead['lastName']) }\n          : splitPersonName(lead['name'])\n      switch (field) {\n        case 'firstName':\n          return parts.firstName\n        case 'lastName':\n          return parts.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 ?? '')\n  const ctx = context ?? {}\n  const unresolved = new Set<string>()\n  const rendered = source.replace(MERGE_FIELD_PATTERN, (_match, key: string) => {\n    const value = resolveCrmMergeField(key, ctx)\n    if (!value) unresolved.add(key)\n    return value\n  })\n  return { text: rendered, unresolved: [...unresolved] }\n}\n\n/** {@link resolveCrmMergeFields}, text alone — what the send route sends. */\nexport function renderCrmMergeFields(\n  text: string,\n  context: CrmMergeContext | null | undefined,\n): string {\n  return resolveCrmMergeFields(text, context).text\n}\n\n/** What the dialog says under a draft whose fields have nothing to fill. */\nexport function crmMergeUnresolvedMessage(unresolved: readonly string[]): string {\n  if (unresolved.length === 0) return ''\n  const count = unresolved.length\n  const noun = count === 1 ? '1 field has no value' : `${count} fields have no value`\n  return `${noun}: ${unresolved.map(crmMergeFieldToken).join(', 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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, and an optional `|fallback` — `{{contact.firstName|there}}` —\n * printed when the field has no value (AGL-3458), the campaign tags' own\n * spelling. A single brace pair or a bare word is left alone: a letter may\n * legitimately contain braces.\n */\nconst MERGE_FIELD_PATTERN =\n  /\\{\\{\\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      /*\n       * The holder's own first and last names when it keeps them (AGL-3515)\n       * — a two-word first name or a particle in a surname is then what the\n       * person wrote — and the display name split at its first space when\n       * it keeps neither.\n       */\n      const parts =\n        text(facet.firstName) || text(facet.lastName)\n          ? { firstName: text(facet.firstName), lastName: text(facet.lastName) }\n          : splitPersonName(name)\n      switch (field) {\n        case 'firstName':\n          return parts.firstName\n        case 'lastName':\n          return parts.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      /*\n       * The lead's own first and last names when it keeps them (AGL-3513),\n       * as the contact's are read; the name split at its first space when\n       * it keeps neither.\n       */\n      const parts =\n        text(lead['firstName']) || text(lead['lastName'])\n          ? { firstName: text(lead['firstName']), lastName: text(lead['lastName']) }\n          : splitPersonName(lead['name'])\n      switch (field) {\n        case 'firstName':\n          return parts.firstName\n        case 'lastName':\n          return parts.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

@@ -503,7 +503,7 @@ export interface CrmDeal extends CrmScoped {
      * nothing scheduled" is asked of a LIST — a column, a filter, a report
      * tile — and a list cannot afford a task query per row. Every server
      * writer of a task recomputes it for the records the task names
-     * (`recomputeCrmNextTaskAt` in the admin library), and a client-direct
+     * (`recomputeCrmNextTaskAt` in the CRM's server), and a client-direct
      * task write asks the console route to do the same; the Fields section
      * offers a one-off recompute for the records written before the field
      * existed. Absent on such a record, which every reader treats as `null`.