@aglyn/aglyn 1.0.0-beta.293 → 1.0.0-beta.296

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/aglyn",
-  "version": "1.0.0-beta.293",
+  "version": "1.0.0-beta.296",
   "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.293",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.293",
-    "@aglyn/shared-data-types": "1.0.0-beta.293",
-    "@aglyn/shared-util-email": "1.0.0-beta.293",
-    "@aglyn/shared-util-first-touch": "1.0.0-beta.293",
-    "@aglyn/shared-util-http": "1.0.0-beta.293",
-    "@aglyn/shared-util-logger": "1.0.0-beta.293",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.293",
-    "@aglyn/shared-util-tools": "1.0.0-beta.293",
-    "@aglyn/shared-util-vendor": "1.0.0-beta.293",
+    "@aglyn/shared-data-enums": "1.0.0-beta.296",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.296",
+    "@aglyn/shared-data-types": "1.0.0-beta.296",
+    "@aglyn/shared-util-email": "1.0.0-beta.296",
+    "@aglyn/shared-util-first-touch": "1.0.0-beta.296",
+    "@aglyn/shared-util-http": "1.0.0-beta.296",
+    "@aglyn/shared-util-logger": "1.0.0-beta.296",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.296",
+    "@aglyn/shared-util-tools": "1.0.0-beta.296",
+    "@aglyn/shared-util-vendor": "1.0.0-beta.296",
     "@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-kinds.d.ts

@@ -69,7 +69,13 @@ export declare const CONTACT_TAG_MAX_LENGTH = 60;
  * neither can be done over a string somebody typed. `note` is the plain
  * entry — something worth writing down that was not a conversation — and
  * `other` the escape hatch for the kind none of these name.
+ *
+ * The message kinds — a text, WhatsApp, Facebook Messenger, Instagram and
+ * LinkedIn — are the channels a conversation with a customer actually runs
+ * on beside a call or an email. Each is its own kind rather than an `other`
+ * with the channel typed into the body, so the timeline shows the channel
+ * and a report counts it.
  */
-export declare const CRM_ACTIVITY_KINDS: readonly ["call", "email", "meeting", "note", "other"];
+export declare const CRM_ACTIVITY_KINDS: readonly ["call", "email", "text", "whatsapp", "messenger", "instagram", "linkedin", "meeting", "note", "other"];
 export type CrmActivityKind = (typeof CRM_ACTIVITY_KINDS)[number];
 export declare function isCrmActivityKind(value: unknown): value is CrmActivityKind;

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

@@ -79,9 +79,20 @@ export function isCrmTaskKind(value) {
  * neither can be done over a string somebody typed. `note` is the plain
  * entry — something worth writing down that was not a conversation — and
  * `other` the escape hatch for the kind none of these name.
+ *
+ * The message kinds — a text, WhatsApp, Facebook Messenger, Instagram and
+ * LinkedIn — are the channels a conversation with a customer actually runs
+ * on beside a call or an email. Each is its own kind rather than an `other`
+ * with the channel typed into the body, so the timeline shows the channel
+ * and a report counts it.
  */ export const CRM_ACTIVITY_KINDS = [
     'call',
     'email',
+    'text',
+    'whatsapp',
+    'messenger',
+    'instagram',
+    'linkedin',
     'meeting',
     'note',
     'other'

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm-kinds.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 * The CRM's fixed vocabularies — lifecycle stages, task kinds, activity\n * kinds — and the guards that check a value against them.\n *\n * A leaf module with no imports, re-exported by `crm.ts`, so every existing\n * `crm` import keeps working. It is separate because the actions builder\n * validates an automation step against these lists, and the actions builder\n * ships with the element renderer to every published page: importing them\n * from `crm.ts` put the whole CRM record model — companies, deals, tasks,\n * the contact facet helpers it reads — in front of every visitor to check a\n * string against a four-item list.\n *\n * Only the lists, their types, their guards and the task horizon live here.\n * The on-screen labels stay in `crm.ts`, beside the records they describe.\n */\n\n/**\n * Where a person sits in the relationship, as one of a fixed list.\n *\n * A fixed list rather than free text so that a report can count people per\n * stage and a filter can select one, and in the order a person usually moves\n * through them so a picker reads as a progression. `other` is the escape\n * hatch for a business whose funnel has a step none of these name; it is a\n * deliberate stage, not an absent one.\n */\nexport const CONTACT_LIFECYCLE_STAGES = [\n  'subscriber',\n  'lead',\n  'marketing-qualified',\n  'sales-qualified',\n  'opportunity',\n  'customer',\n  'evangelist',\n  'other',\n] as const\n\nexport type ContactLifecycleStage = (typeof CONTACT_LIFECYCLE_STAGES)[number]\n\nexport function isContactLifecycleStage(\n  value: unknown,\n): value is ContactLifecycleStage {\n  return (\n    typeof value === 'string' &&\n    (CONTACT_LIFECYCLE_STAGES as readonly string[]).includes(value)\n  )\n}\n\n/**\n * What a task is, as a fixed list.\n *\n * A const array rather than a bare union because two surfaces have to\n * enumerate it — the task form's picker and the automation step that creates\n * a task without a form — and a union cannot be iterated at run time.\n */\nexport const CRM_TASK_KINDS = ['call', 'email', 'meeting', 'todo'] as const\nexport type CrmTaskKind = (typeof CRM_TASK_KINDS)[number]\n\nexport function isCrmTaskKind(value: unknown): value is CrmTaskKind {\n  return (\n    typeof value === 'string' &&\n    (CRM_TASK_KINDS as readonly string[]).includes(value)\n  )\n}\n\n/**\n * How far ahead an automation may date a task, in days.\n *\n * A year, because the longest follow-up anybody schedules from a trigger is\n * an annual renewal check, and a task dated further out than that is one\n * nobody will find on the list when it comes due.\n */\nexport const CRM_TASK_MAX_DUE_DAYS = 365\n\n/** Longest tag an automation may write — the console's own tag field cap. */\nexport const CONTACT_TAG_MAX_LENGTH = 60\n\n/**\n * What a person can log, in the order the picker offers them (AGL-2600).\n *\n * A fixed list rather than free text for the reason the lifecycle stages are\n * one: a report counts calls per week and a filter selects meetings, and\n * neither can be done over a string somebody typed. `note` is the plain\n * entry — something worth writing down that was not a conversation — and\n * `other` the escape hatch for the kind none of these name.\n */\nexport const CRM_ACTIVITY_KINDS = ['call', 'email', 'meeting', 'note', 'other'] as const\n\nexport type CrmActivityKind = (typeof CRM_ACTIVITY_KINDS)[number]\n\nexport function isCrmActivityKind(value: unknown): value is CrmActivityKind {\n  return (\n    typeof value === 'string' &&\n    (CRM_ACTIVITY_KINDS as readonly string[]).includes(value)\n  )\n}\n"],"names":["CONTACT_LIFECYCLE_STAGES","isContactLifecycleStage","value","includes","CRM_TASK_KINDS","isCrmTaskKind","CRM_TASK_MAX_DUE_DAYS","CONTACT_TAG_MAX_LENGTH","CRM_ACTIVITY_KINDS","isCrmActivityKind"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;CAcC,GAED;;;;;;;;CAQC,GACD,OAAO,MAAMA,2BAA2B;IACtC;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD,CAAS;AAIV,OAAO,SAASC,wBACdC,KAAc;IAEd,OACE,OAAOA,UAAU,YACjB,AAACF,yBAA+CG,QAAQ,CAACD;AAE7D;AAEA;;;;;;CAMC,GACD,OAAO,MAAME,iBAAiB;IAAC;IAAQ;IAAS;IAAW;CAAO,CAAS;AAG3E,OAAO,SAASC,cAAcH,KAAc;IAC1C,OACE,OAAOA,UAAU,YACjB,AAACE,eAAqCD,QAAQ,CAACD;AAEnD;AAEA;;;;;;CAMC,GACD,OAAO,MAAMI,wBAAwB,IAAG;AAExC,2EAA2E,GAC3E,OAAO,MAAMC,yBAAyB,GAAE;AAExC;;;;;;;;CAQC,GACD,OAAO,MAAMC,qBAAqB;IAAC;IAAQ;IAAS;IAAW;IAAQ;CAAQ,CAAS;AAIxF,OAAO,SAASC,kBAAkBP,KAAc;IAC9C,OACE,OAAOA,UAAU,YACjB,AAACM,mBAAyCL,QAAQ,CAACD;AAEvD"}
+{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm-kinds.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 * The CRM's fixed vocabularies — lifecycle stages, task kinds, activity\n * kinds — and the guards that check a value against them.\n *\n * A leaf module with no imports, re-exported by `crm.ts`, so every existing\n * `crm` import keeps working. It is separate because the actions builder\n * validates an automation step against these lists, and the actions builder\n * ships with the element renderer to every published page: importing them\n * from `crm.ts` put the whole CRM record model — companies, deals, tasks,\n * the contact facet helpers it reads — in front of every visitor to check a\n * string against a four-item list.\n *\n * Only the lists, their types, their guards and the task horizon live here.\n * The on-screen labels stay in `crm.ts`, beside the records they describe.\n */\n\n/**\n * Where a person sits in the relationship, as one of a fixed list.\n *\n * A fixed list rather than free text so that a report can count people per\n * stage and a filter can select one, and in the order a person usually moves\n * through them so a picker reads as a progression. `other` is the escape\n * hatch for a business whose funnel has a step none of these name; it is a\n * deliberate stage, not an absent one.\n */\nexport const CONTACT_LIFECYCLE_STAGES = [\n  'subscriber',\n  'lead',\n  'marketing-qualified',\n  'sales-qualified',\n  'opportunity',\n  'customer',\n  'evangelist',\n  'other',\n] as const\n\nexport type ContactLifecycleStage = (typeof CONTACT_LIFECYCLE_STAGES)[number]\n\nexport function isContactLifecycleStage(\n  value: unknown,\n): value is ContactLifecycleStage {\n  return (\n    typeof value === 'string' &&\n    (CONTACT_LIFECYCLE_STAGES as readonly string[]).includes(value)\n  )\n}\n\n/**\n * What a task is, as a fixed list.\n *\n * A const array rather than a bare union because two surfaces have to\n * enumerate it — the task form's picker and the automation step that creates\n * a task without a form — and a union cannot be iterated at run time.\n */\nexport const CRM_TASK_KINDS = ['call', 'email', 'meeting', 'todo'] as const\nexport type CrmTaskKind = (typeof CRM_TASK_KINDS)[number]\n\nexport function isCrmTaskKind(value: unknown): value is CrmTaskKind {\n  return (\n    typeof value === 'string' &&\n    (CRM_TASK_KINDS as readonly string[]).includes(value)\n  )\n}\n\n/**\n * How far ahead an automation may date a task, in days.\n *\n * A year, because the longest follow-up anybody schedules from a trigger is\n * an annual renewal check, and a task dated further out than that is one\n * nobody will find on the list when it comes due.\n */\nexport const CRM_TASK_MAX_DUE_DAYS = 365\n\n/** Longest tag an automation may write — the console's own tag field cap. */\nexport const CONTACT_TAG_MAX_LENGTH = 60\n\n/**\n * What a person can log, in the order the picker offers them (AGL-2600).\n *\n * A fixed list rather than free text for the reason the lifecycle stages are\n * one: a report counts calls per week and a filter selects meetings, and\n * neither can be done over a string somebody typed. `note` is the plain\n * entry — something worth writing down that was not a conversation — and\n * `other` the escape hatch for the kind none of these name.\n *\n * The message kinds — a text, WhatsApp, Facebook Messenger, Instagram and\n * LinkedIn — are the channels a conversation with a customer actually runs\n * on beside a call or an email. Each is its own kind rather than an `other`\n * with the channel typed into the body, so the timeline shows the channel\n * and a report counts it.\n */\nexport const CRM_ACTIVITY_KINDS = [\n  'call',\n  'email',\n  'text',\n  'whatsapp',\n  'messenger',\n  'instagram',\n  'linkedin',\n  'meeting',\n  'note',\n  'other',\n] as const\n\nexport type CrmActivityKind = (typeof CRM_ACTIVITY_KINDS)[number]\n\nexport function isCrmActivityKind(value: unknown): value is CrmActivityKind {\n  return (\n    typeof value === 'string' &&\n    (CRM_ACTIVITY_KINDS as readonly string[]).includes(value)\n  )\n}\n"],"names":["CONTACT_LIFECYCLE_STAGES","isContactLifecycleStage","value","includes","CRM_TASK_KINDS","isCrmTaskKind","CRM_TASK_MAX_DUE_DAYS","CONTACT_TAG_MAX_LENGTH","CRM_ACTIVITY_KINDS","isCrmActivityKind"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;CAcC,GAED;;;;;;;;CAQC,GACD,OAAO,MAAMA,2BAA2B;IACtC;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD,CAAS;AAIV,OAAO,SAASC,wBACdC,KAAc;IAEd,OACE,OAAOA,UAAU,YACjB,AAACF,yBAA+CG,QAAQ,CAACD;AAE7D;AAEA;;;;;;CAMC,GACD,OAAO,MAAME,iBAAiB;IAAC;IAAQ;IAAS;IAAW;CAAO,CAAS;AAG3E,OAAO,SAASC,cAAcH,KAAc;IAC1C,OACE,OAAOA,UAAU,YACjB,AAACE,eAAqCD,QAAQ,CAACD;AAEnD;AAEA;;;;;;CAMC,GACD,OAAO,MAAMI,wBAAwB,IAAG;AAExC,2EAA2E,GAC3E,OAAO,MAAMC,yBAAyB,GAAE;AAExC;;;;;;;;;;;;;;CAcC,GACD,OAAO,MAAMC,qBAAqB;IAChC;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD,CAAS;AAIV,OAAO,SAASC,kBAAkBP,KAAc;IAC9C,OACE,OAAOA,UAAU,YACjB,AAACM,mBAAyCL,QAAQ,CAACD;AAEvD"}

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

@@ -734,7 +734,11 @@ export type CrmEmailDirection = 'outbound' | 'inbound';
 export type CrmCallDirection = CrmEmailDirection | 'internal';
 /** An activity's direction: a call's three, of which an email takes the first two. */
 export type CrmActivityDirection = CrmCallDirection;
-/** The directions each kind takes, in the order a select lists them; none for the rest. */
+/**
+ * The directions each kind takes, in the order a select lists them; none for
+ * the rest. A message travels the way an email does: one the team sent, or
+ * one the customer wrote.
+ */
 export declare const CRM_ACTIVITY_DIRECTIONS: Readonly<Partial<Record<CrmActivityKind, readonly CrmActivityDirection[]>>>;
 export declare const CRM_ACTIVITY_DIRECTION_LABELS: Record<CrmActivityDirection, string>;
 /** `value` when `kind` takes it as a direction, else `null`. */

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

@@ -505,10 +505,31 @@ export const CRM_TASK_KIND_LABELS = {
 /** How an activity kind reads on screen — typed so a kind cannot ship unlabeled. */ export const CRM_ACTIVITY_KIND_LABELS = {
     call: 'Call',
     email: 'Email',
+    text: 'Text message',
+    whatsapp: 'WhatsApp',
+    messenger: 'Facebook Messenger',
+    instagram: 'Instagram',
+    linkedin: 'LinkedIn',
     meeting: 'Meeting',
     note: 'Note',
     other: 'Other'
 };
+/**
+ * How a kind reads after a direction — "Inbound call", "Outbound WhatsApp
+ * message". Its own map rather than the label lowercased, because a brand
+ * keeps its capitals and a channel's name is not the thing that was sent.
+ */ const CRM_ACTIVITY_KIND_NOUNS = {
+    call: 'call',
+    email: 'email',
+    text: 'text message',
+    whatsapp: 'WhatsApp message',
+    messenger: 'Messenger message',
+    instagram: 'Instagram message',
+    linkedin: 'LinkedIn message',
+    meeting: 'meeting',
+    note: 'note',
+    other: 'other'
+};
 /**
  * Whether a kind takes an outcome and a duration.
  *
@@ -625,7 +646,11 @@ export function isCrmEmailDeliveryState(value) {
         ] : []
     ];
 }
-/** The directions each kind takes, in the order a select lists them; none for the rest. */ export const CRM_ACTIVITY_DIRECTIONS = {
+/**
+ * The directions each kind takes, in the order a select lists them; none for
+ * the rest. A message travels the way an email does: one the team sent, or
+ * one the customer wrote.
+ */ export const CRM_ACTIVITY_DIRECTIONS = {
     call: [
         'outbound',
         'inbound',
@@ -634,6 +659,26 @@ export function isCrmEmailDeliveryState(value) {
     email: [
         'outbound',
         'inbound'
+    ],
+    text: [
+        'outbound',
+        'inbound'
+    ],
+    whatsapp: [
+        'outbound',
+        'inbound'
+    ],
+    messenger: [
+        'outbound',
+        'inbound'
+    ],
+    instagram: [
+        'outbound',
+        'inbound'
+    ],
+    linkedin: [
+        'outbound',
+        'inbound'
     ]
 };
 export const CRM_ACTIVITY_DIRECTION_LABELS = {
@@ -648,10 +693,12 @@ export const CRM_ACTIVITY_DIRECTION_LABELS = {
     return allowed.includes(text) ? text : null;
 }
 /** "Inbound call", "Outbound email", "Internal call" — or the kind alone with no direction. */ export function crmActivityKindTitle(kind, direction) {
-    var _CRM_ACTIVITY_KIND_LABELS_kind;
+    var _CRM_ACTIVITY_KIND_LABELS_kind, _CRM_ACTIVITY_KIND_NOUNS_kind;
     const known = crmActivityDirection(kind, direction);
-    const noun = (_CRM_ACTIVITY_KIND_LABELS_kind = CRM_ACTIVITY_KIND_LABELS[kind]) != null ? _CRM_ACTIVITY_KIND_LABELS_kind : String(kind);
-    return known ? `${CRM_ACTIVITY_DIRECTION_LABELS[known]} ${noun.toLowerCase()}` : noun;
+    const label = (_CRM_ACTIVITY_KIND_LABELS_kind = CRM_ACTIVITY_KIND_LABELS[kind]) != null ? _CRM_ACTIVITY_KIND_LABELS_kind : String(kind);
+    if (!known) return label;
+    const noun = (_CRM_ACTIVITY_KIND_NOUNS_kind = CRM_ACTIVITY_KIND_NOUNS[kind]) != null ? _CRM_ACTIVITY_KIND_NOUNS_kind : label.toLowerCase();
+    return `${CRM_ACTIVITY_DIRECTION_LABELS[known]} ${noun}`;
 }
 /**
  * The activity row a sent one-to-one email is logged as (AGL-2615).