@aglyn/aglyn 1.0.0-beta.230 → 1.0.0-beta.231

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/aglyn",
-  "version": "1.0.0-beta.230",
+  "version": "1.0.0-beta.231",
   "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.230",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.230",
-    "@aglyn/shared-data-types": "1.0.0-beta.230",
-    "@aglyn/shared-util-email": "1.0.0-beta.230",
-    "@aglyn/shared-util-first-touch": "1.0.0-beta.230",
-    "@aglyn/shared-util-http": "1.0.0-beta.230",
-    "@aglyn/shared-util-logger": "1.0.0-beta.230",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.230",
-    "@aglyn/shared-util-tools": "1.0.0-beta.230",
-    "@aglyn/shared-util-vendor": "1.0.0-beta.230",
+    "@aglyn/shared-data-enums": "1.0.0-beta.231",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.231",
+    "@aglyn/shared-data-types": "1.0.0-beta.231",
+    "@aglyn/shared-util-email": "1.0.0-beta.231",
+    "@aglyn/shared-util-first-touch": "1.0.0-beta.231",
+    "@aglyn/shared-util-http": "1.0.0-beta.231",
+    "@aglyn/shared-util-logger": "1.0.0-beta.231",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.231",
+    "@aglyn/shared-util-tools": "1.0.0-beta.231",
+    "@aglyn/shared-util-vendor": "1.0.0-beta.231",
     "@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.d.ts

@@ -1404,6 +1404,19 @@ export declare function planContactCompanyLink(state: ContactCompanyLinkState, c
 export declare const ORG_CRM_SETTINGS_FIELD = "crm";
 /** The dotted path an `update()` writes the auto-create switch by. */
 export declare const CRM_AUTO_CREATE_COMPANIES_PATH = "crm.autoCreateCompanies";
+/** Where the CRM's default sharing for new records is stored (AGL-3662). */
+export declare const CRM_DEFAULT_RECORD_SCOPE_PATH = "crm.defaultRecordScope";
+/**
+ * The org's default sharing for new CRM records (AGL-3662): `'org'` shares a
+ * new contact, company, deal or task with every site, `'host'` keeps it to
+ * the site it came in on and the sites that present as one sender with it.
+ *
+ * `crm.defaultRecordScope` when the org has set it. Before AGL-3662 the CRM
+ * read the org's dataset default, `defaultResourceScope`, so an org that set
+ * that to All sites keeps CRM records org-wide until it chooses separately.
+ * Neither set reads `undefined`, which every caller treats as `'host'`.
+ */
+export declare function crmDefaultScopeOf(orgDocument: Record<string, unknown> | null | undefined): 'org' | 'host' | undefined;
 /**
  * Whether a capture from a work email domain no visible company carries
  * should CREATE the company. Off unless the org document says `true`: a
@@ -1538,7 +1551,7 @@ export declare function newAssignmentRuleId(existing: readonly string[]): string
  * The contact create path's own expression (`upsertHostContact`), lifted
  * here so that a company, a deal or a task created from a site's console
  * lands in exactly the scope a contact captured on that site would: the
- * whole org when the org has chosen `defaultResourceScope: 'org'`, and
+ * whole org when the org's CRM default (`crmDefaultScopeOf`) is `'org'`, and
  * otherwise the sites that present as one sender — which, undeclared, is
  * this site alone. That is the agency's isolation, arrived at with nothing
  * configured, and the reason this is a function rather than a convention

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

@@ -1585,6 +1585,23 @@ const blank = (value)=>value === null || typeof value === 'string' && value.trim
  * client-writable in `ORG_CLIENT_WRITABLE_FIELDS` with its reason.
  *=========================================*/ /** The org-document key the CRM's settings live under. */ export const ORG_CRM_SETTINGS_FIELD = 'crm';
 /** The dotted path an `update()` writes the auto-create switch by. */ export const CRM_AUTO_CREATE_COMPANIES_PATH = `${ORG_CRM_SETTINGS_FIELD}.autoCreateCompanies`;
+/** Where the CRM's default sharing for new records is stored (AGL-3662). */ export const CRM_DEFAULT_RECORD_SCOPE_PATH = `${ORG_CRM_SETTINGS_FIELD}.defaultRecordScope`;
+/**
+ * The org's default sharing for new CRM records (AGL-3662): `'org'` shares a
+ * new contact, company, deal or task with every site, `'host'` keeps it to
+ * the site it came in on and the sites that present as one sender with it.
+ *
+ * `crm.defaultRecordScope` when the org has set it. Before AGL-3662 the CRM
+ * read the org's dataset default, `defaultResourceScope`, so an org that set
+ * that to All sites keeps CRM records org-wide until it chooses separately.
+ * Neither set reads `undefined`, which every caller treats as `'host'`.
+ */ export function crmDefaultScopeOf(orgDocument) {
+    const settings = (orgDocument != null ? orgDocument : {})[ORG_CRM_SETTINGS_FIELD];
+    const own = settings && typeof settings === 'object' && !Array.isArray(settings) ? settings['defaultRecordScope'] : undefined;
+    if (own === 'org' || own === 'host') return own;
+    const legacy = (orgDocument != null ? orgDocument : {})['defaultResourceScope'];
+    return legacy === 'org' || legacy === 'host' ? legacy : undefined;
+}
 /**
  * Whether a capture from a work email domain no visible company carries
  * should CREATE the company. Off unless the org document says `true`: a
@@ -1815,7 +1832,7 @@ export function readCrmAssignmentSettings(orgDocument) {
  * The contact create path's own expression (`upsertHostContact`), lifted
  * here so that a company, a deal or a task created from a site's console
  * lands in exactly the scope a contact captured on that site would: the
- * whole org when the org has chosen `defaultResourceScope: 'org'`, and
+ * whole org when the org's CRM default (`crmDefaultScopeOf`) is `'org'`, and
  * otherwise the sites that present as one sender — which, undeclared, is
  * this site alone. That is the agency's isolation, arrived at with nothing
  * configured, and the reason this is a function rather than a convention
@@ -1826,7 +1843,7 @@ export function readCrmAssignmentSettings(orgDocument) {
  * a record outside their own tokens, so a creator that bypassed this could
  * only make its record invisible to itself, never wider.
  */ export function crmScopeTokens(org, group) {
-    return (org != null ? org : {})['defaultResourceScope'] === 'org' ? [
+    return crmDefaultScopeOf(org) === 'org' ? [
         ORG_SCOPE_TOKEN
     ] : consentGroupScope(group);
 }