@aglyn/plugins-ai 1.0.0-beta.221 → 1.0.0-beta.222

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-ai",
-  "version": "1.0.0-beta.221",
+  "version": "1.0.0-beta.222",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,22 +25,22 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.221",
-    "@aglyn/shared-data-enums": "1.0.0-beta.221",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.221",
-    "@aglyn/shared-data-types": "1.0.0-beta.221",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.221",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.221",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.221",
-    "@aglyn/shared-ui-theme": "1.0.0-beta.221",
-    "@aglyn/shared-util-email": "1.0.0-beta.221",
-    "@aglyn/shared-util-errors": "1.0.0-beta.221",
-    "@aglyn/shared-util-http": "1.0.0-beta.221",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.221",
-    "@aglyn/shared-util-tools": "1.0.0-beta.221",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.221",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.221",
-    "@aglyn/tenant-runtime": "1.0.0-beta.221",
+    "@aglyn/aglyn": "1.0.0-beta.222",
+    "@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-ui-email-campaigns": "1.0.0-beta.222",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.222",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.222",
+    "@aglyn/shared-ui-theme": "1.0.0-beta.222",
+    "@aglyn/shared-util-email": "1.0.0-beta.222",
+    "@aglyn/shared-util-errors": "1.0.0-beta.222",
+    "@aglyn/shared-util-http": "1.0.0-beta.222",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.222",
+    "@aglyn/shared-util-tools": "1.0.0-beta.222",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.222",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.222",
+    "@aglyn/tenant-runtime": "1.0.0-beta.222",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

package/src/lib/components/ai-job-plan.component.js

@@ -125,10 +125,7 @@ export function AiJobPlan({ job, onResume, busy = false, staff = false }) {
                             variant: "body2",
                             role: "listitem",
                             children: [
-                                "Builds the page ",
-                                screen.title,
-                                " at ",
-                                screen.slug,
+                                screen.record ? `Builds the record template ${screen.title}, a page per record of ${named(screen.record.dataset)} at /${screen.record.base}/…` : `Builds the page ${screen.title} at ${screen.slug}`,
                                 screen.duplicateOf ? `, from a copy of ${named(screen.duplicateOf)}` : '',
                                 screen.layout ? ` in ${named(screen.layout)}` : '',
                                 screen.sections.length ? `: ${screen.sections.map((section)=>section.name).join(', ')}` : ''

package/src/lib/components/ai-job-plan.component.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/components/ai-job-plan.component.tsx"],"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\nimport {\n  AI_BUILD_PLAN_CREATION_NOUNS,\n  AI_BUILD_PLAN_EMBED_HOST_NAMES,\n  isAiPlanNewRef,\n  type AiBuildPlanEmbed,\n} from '../model/ai-build-plan'\nimport type { AiJobReview, AiJobSummary } from '../model/ai-jobs.types'\nimport { aiJobPlanCreditEstimate } from '../model/ai-site-job'\nimport { Box, Button, Collapse, Stack, Typography } from '@mui/material'\nimport { useState } from 'react'\n\n/**\n * A job's plan and what it waits for (AGL-2935), inside the AI jobs drawer:\n * what the job reuses from the site, what it creates and why, the screens it\n * builds — and, while the job waits for a person, the one button that\n * confirms the plan or tries a refused step again. The drawer owns the\n * request; this renders.\n */\nexport interface AiJobPlanProps {\n  job: AiJobSummary\n  /** Confirms the plan, or tries the refused step again. */\n  onResume: (job: AiJobSummary) => void\n  /** A resume for this job is in flight. */\n  busy?: boolean\n  /**\n   * The viewer is staff (AGL-3078), who can open where a refused answer broke\n   * its rules and the outline of those parts, to tell a shape the rules should\n   * allow from an answer that ignored its re-ask. A member reads the findings.\n   */\n  staff?: boolean\n}\n\n/**\n * Where a refused answer broke its rules, and the outline of those parts, as\n * lines staff read (AGL-3078): each finding with the nodes or plan entries it\n * names, then each outlined node indented by its depth, with its element, a\n * Grid's layout as written, and the names of what it sets and holds.\n */\nexport function aiJobReviewDetails(review: AiJobReview | null): string[] {\n  if (review?.reason !== 'doctrine') return []\n  const lines = review.findings.flatMap((finding) => {\n    const where = finding.nodeIds?.length\n      ? `nodes ${finding.nodeIds.join(', ')}`\n      : finding.paths?.length\n        ? `at ${finding.paths.join(', ')}`\n        : null\n    return where ? [`${finding.rule === null ? '' : `Rule ${finding.rule} `}${finding.code}: ${where}`] : []\n  })\n  for (const node of review.outline ?? []) {\n    lines.push(\n      [\n        `${'  '.repeat(node.depth)}${node.id} ${node.componentId}`,\n        ...Object.entries(node.grid ?? {}).map(([name, value]) => `${name}=${JSON.stringify(value)}`),\n        ...(node.props.length ? [`props ${node.props.join(', ')}`] : []),\n        ...(node.sx?.length ? [`sx ${node.sx.join(', ')}`] : []),\n        ...(node.children.length ? [`holds ${node.children.join(', ')}`] : []),\n      ].join(' · '),\n    )\n  }\n  return lines\n}\n\n/**\n * A third-party player the plan lists, with what it costs the page, read\n * before the member confirms it (rule 16, AGL-3433). The cost is the\n * platform's sentence, never the model's: the player is framed lazily, so its\n * host's code loads when a visitor reaches it, whether or not they press play.\n */\nexport function aiPlanEmbedLine(\n  embed: AiBuildPlanEmbed,\n  named: (ref: string) => string,\n): string {\n  const host = AI_BUILD_PLAN_EMBED_HOST_NAMES[embed.host]\n  const where = isAiPlanNewRef(embed.where) ? `the component ${named(embed.where)}` : embed.where\n  const link = embed.url ? ` playing ${embed.url}` : ', its link left for you to paste'\n  return `Embeds a ${host} player on ${where}${link}, as you asked (“${embed.asked}”). It loads ${host}’s own code when a visitor reaches it, whether or not they press play.`\n}\n\nexport function AiJobPlan({\n  job,\n  onResume,\n  busy = false,\n  staff = false,\n}: AiJobPlanProps): JSX.Element | null {\n  const [detailsOpen, setDetailsOpen] = useState(false)\n  const { plan, review } = job\n  if (!plan && !review) return null\n  const details = staff ? aiJobReviewDetails(review) : []\n  /** A reference as a person reads it: the record's name, or what the plan creates. */\n  const named = (ref: string | null): string =>\n    !ref\n      ? ''\n      : isAiPlanNewRef(ref)\n        ? ref.slice('new:'.length)\n        : (plan?.labels[ref] ?? ref)\n  const waiting = job.status === 'needs_review' && review !== null\n  // The guard rail (AGL-2911): what the plan is estimated to cost is read\n  // before it is confirmed, not after it has been spent. An estimate, and\n  // said to be one — the plan's own passes at the nominal credits a step\n  // holds, where what a step really costs is its model's tokens. A page job\n  // counts the creations it builds before its page (AGL-3031).\n  const estimate =\n    plan && waiting && review.reason === 'plan' ? aiJobPlanCreditEstimate(job.kind, plan) : 0\n  return (\n    <Box sx={{ mt: 1 }}>\n      {plan && (\n        <Stack spacing={0.5} role=\"list\" aria-label=\"Plan\">\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {plan.status === 'confirmed' ? 'Confirmed plan' : 'Proposed plan'}\n          </Typography>\n          {plan.reuse.map((entry, index) => (\n            <Typography key={`reuse-${index}`} variant=\"body2\" role=\"listitem\">\n              Reuses the {entry.kind === 'screen' ? 'page' : entry.kind} {named(entry.id)} — {entry.purpose}\n            </Typography>\n          ))}\n          {plan.create.map((entry, index) => (\n            <Typography key={`create-${index}`} variant=\"body2\" role=\"listitem\">\n              Creates the {AI_BUILD_PLAN_CREATION_NOUNS[entry.kind].noun} {entry.name}\n              {entry.duplicateOf\n                ? `, from a copy of ${named(entry.duplicateOf)}`\n                : ''}{' '}\n              — {entry.why}\n            </Typography>\n          ))}\n          {plan.screens.map((screen, index) => (\n            <Typography key={`screen-${index}`} variant=\"body2\" role=\"listitem\">\n              Builds the page {screen.title} at {screen.slug}\n              {screen.duplicateOf\n                ? `, from a copy of ${named(screen.duplicateOf)}`\n                : ''}\n              {screen.layout ? ` in ${named(screen.layout)}` : ''}\n              {screen.sections.length\n                ? `: ${screen.sections.map((section) => section.name).join(', ')}`\n                : ''}\n            </Typography>\n          ))}\n          {(plan.embeds ?? []).map((embed, index) => (\n            <Typography key={`embed-${index}`} variant=\"body2\" role=\"listitem\">\n              {aiPlanEmbedLine(embed, named)}\n            </Typography>\n          ))}\n        </Stack>\n      )}\n      {review?.reason === 'doctrine' && review.findings.length > 0 && (\n        <Box\n          component=\"ul\"\n          sx={{ my: 0.5, pl: 2.5 }}\n          aria-label=\"Building rules broken\"\n        >\n          {review.findings.map((finding, index) => (\n            <Typography\n              key={`finding-${index}`}\n              component=\"li\"\n              variant=\"caption\"\n            >\n              {finding.message}\n            </Typography>\n          ))}\n        </Box>\n      )}\n      {details.length > 0 && (\n        <Box sx={{ mt: 0.5 }}>\n          <Button\n            size=\"small\"\n            aria-expanded={detailsOpen}\n            onClick={() => setDetailsOpen((prior) => !prior)}\n          >\n            {detailsOpen ? 'Hide what was refused' : 'Show what was refused'}\n          </Button>\n          <Collapse in={detailsOpen} unmountOnExit>\n            <Typography\n              variant=\"caption\"\n              component=\"pre\"\n              aria-label=\"What was refused\"\n              sx={{ m: 0, fontFamily: 'monospace', whiteSpace: 'pre', overflowX: 'auto' }}\n            >\n              {details.join('\\n')}\n            </Typography>\n          </Collapse>\n        </Box>\n      )}\n      {estimate > 0 && (\n        <Typography\n          variant=\"caption\"\n          color=\"text.secondary\"\n          sx={{ display: 'block', mt: 1 }}\n        >\n          {`Estimated cost: about ${estimate.toLocaleString('en-US')} credits. What it costs is what its steps spend.`}\n        </Typography>\n      )}\n      {waiting && (\n        <Button\n          size=\"small\"\n          variant=\"contained\"\n          disabled={busy}\n          onClick={() => onResume(job)}\n          sx={{ mt: 1 }}\n        >\n          {review.reason === 'plan' ? 'Confirm plan' : 'Try again'}\n        </Button>\n      )}\n    </Box>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/components/ai-job-plan.component.tsx"],"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\nimport {\n  AI_BUILD_PLAN_CREATION_NOUNS,\n  AI_BUILD_PLAN_EMBED_HOST_NAMES,\n  isAiPlanNewRef,\n  type AiBuildPlanEmbed,\n} from '../model/ai-build-plan'\nimport type { AiJobReview, AiJobSummary } from '../model/ai-jobs.types'\nimport { aiJobPlanCreditEstimate } from '../model/ai-site-job'\nimport { Box, Button, Collapse, Stack, Typography } from '@mui/material'\nimport { useState } from 'react'\n\n/**\n * A job's plan and what it waits for (AGL-2935), inside the AI jobs drawer:\n * what the job reuses from the site, what it creates and why, the screens it\n * builds — and, while the job waits for a person, the one button that\n * confirms the plan or tries a refused step again. The drawer owns the\n * request; this renders.\n */\nexport interface AiJobPlanProps {\n  job: AiJobSummary\n  /** Confirms the plan, or tries the refused step again. */\n  onResume: (job: AiJobSummary) => void\n  /** A resume for this job is in flight. */\n  busy?: boolean\n  /**\n   * The viewer is staff (AGL-3078), who can open where a refused answer broke\n   * its rules and the outline of those parts, to tell a shape the rules should\n   * allow from an answer that ignored its re-ask. A member reads the findings.\n   */\n  staff?: boolean\n}\n\n/**\n * Where a refused answer broke its rules, and the outline of those parts, as\n * lines staff read (AGL-3078): each finding with the nodes or plan entries it\n * names, then each outlined node indented by its depth, with its element, a\n * Grid's layout as written, and the names of what it sets and holds.\n */\nexport function aiJobReviewDetails(review: AiJobReview | null): string[] {\n  if (review?.reason !== 'doctrine') return []\n  const lines = review.findings.flatMap((finding) => {\n    const where = finding.nodeIds?.length\n      ? `nodes ${finding.nodeIds.join(', ')}`\n      : finding.paths?.length\n        ? `at ${finding.paths.join(', ')}`\n        : null\n    return where ? [`${finding.rule === null ? '' : `Rule ${finding.rule} `}${finding.code}: ${where}`] : []\n  })\n  for (const node of review.outline ?? []) {\n    lines.push(\n      [\n        `${'  '.repeat(node.depth)}${node.id} ${node.componentId}`,\n        ...Object.entries(node.grid ?? {}).map(([name, value]) => `${name}=${JSON.stringify(value)}`),\n        ...(node.props.length ? [`props ${node.props.join(', ')}`] : []),\n        ...(node.sx?.length ? [`sx ${node.sx.join(', ')}`] : []),\n        ...(node.children.length ? [`holds ${node.children.join(', ')}`] : []),\n      ].join(' · '),\n    )\n  }\n  return lines\n}\n\n/**\n * A third-party player the plan lists, with what it costs the page, read\n * before the member confirms it (rule 16, AGL-3433). The cost is the\n * platform's sentence, never the model's: the player is framed lazily, so its\n * host's code loads when a visitor reaches it, whether or not they press play.\n */\nexport function aiPlanEmbedLine(\n  embed: AiBuildPlanEmbed,\n  named: (ref: string) => string,\n): string {\n  const host = AI_BUILD_PLAN_EMBED_HOST_NAMES[embed.host]\n  const where = isAiPlanNewRef(embed.where) ? `the component ${named(embed.where)}` : embed.where\n  const link = embed.url ? ` playing ${embed.url}` : ', its link left for you to paste'\n  return `Embeds a ${host} player on ${where}${link}, as you asked (“${embed.asked}”). It loads ${host}’s own code when a visitor reaches it, whether or not they press play.`\n}\n\nexport function AiJobPlan({\n  job,\n  onResume,\n  busy = false,\n  staff = false,\n}: AiJobPlanProps): JSX.Element | null {\n  const [detailsOpen, setDetailsOpen] = useState(false)\n  const { plan, review } = job\n  if (!plan && !review) return null\n  const details = staff ? aiJobReviewDetails(review) : []\n  /** A reference as a person reads it: the record's name, or what the plan creates. */\n  const named = (ref: string | null): string =>\n    !ref\n      ? ''\n      : isAiPlanNewRef(ref)\n        ? ref.slice('new:'.length)\n        : (plan?.labels[ref] ?? ref)\n  const waiting = job.status === 'needs_review' && review !== null\n  // The guard rail (AGL-2911): what the plan is estimated to cost is read\n  // before it is confirmed, not after it has been spent. An estimate, and\n  // said to be one — the plan's own passes at the nominal credits a step\n  // holds, where what a step really costs is its model's tokens. A page job\n  // counts the creations it builds before its page (AGL-3031).\n  const estimate =\n    plan && waiting && review.reason === 'plan' ? aiJobPlanCreditEstimate(job.kind, plan) : 0\n  return (\n    <Box sx={{ mt: 1 }}>\n      {plan && (\n        <Stack spacing={0.5} role=\"list\" aria-label=\"Plan\">\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {plan.status === 'confirmed' ? 'Confirmed plan' : 'Proposed plan'}\n          </Typography>\n          {plan.reuse.map((entry, index) => (\n            <Typography key={`reuse-${index}`} variant=\"body2\" role=\"listitem\">\n              Reuses the {entry.kind === 'screen' ? 'page' : entry.kind} {named(entry.id)} — {entry.purpose}\n            </Typography>\n          ))}\n          {plan.create.map((entry, index) => (\n            <Typography key={`create-${index}`} variant=\"body2\" role=\"listitem\">\n              Creates the {AI_BUILD_PLAN_CREATION_NOUNS[entry.kind].noun} {entry.name}\n              {entry.duplicateOf\n                ? `, from a copy of ${named(entry.duplicateOf)}`\n                : ''}{' '}\n              — {entry.why}\n            </Typography>\n          ))}\n          {plan.screens.map((screen, index) => (\n            <Typography key={`screen-${index}`} variant=\"body2\" role=\"listitem\">\n              {screen.record\n                ? `Builds the record template ${screen.title}, a page per record of ${named(screen.record.dataset)} at /${screen.record.base}/…`\n                : `Builds the page ${screen.title} at ${screen.slug}`}\n              {screen.duplicateOf\n                ? `, from a copy of ${named(screen.duplicateOf)}`\n                : ''}\n              {screen.layout ? ` in ${named(screen.layout)}` : ''}\n              {screen.sections.length\n                ? `: ${screen.sections.map((section) => section.name).join(', ')}`\n                : ''}\n            </Typography>\n          ))}\n          {(plan.embeds ?? []).map((embed, index) => (\n            <Typography key={`embed-${index}`} variant=\"body2\" role=\"listitem\">\n              {aiPlanEmbedLine(embed, named)}\n            </Typography>\n          ))}\n        </Stack>\n      )}\n      {review?.reason === 'doctrine' && review.findings.length > 0 && (\n        <Box\n          component=\"ul\"\n          sx={{ my: 0.5, pl: 2.5 }}\n          aria-label=\"Building rules broken\"\n        >\n          {review.findings.map((finding, index) => (\n            <Typography\n              key={`finding-${index}`}\n              component=\"li\"\n              variant=\"caption\"\n            >\n              {finding.message}\n            </Typography>\n          ))}\n        </Box>\n      )}\n      {details.length > 0 && (\n        <Box sx={{ mt: 0.5 }}>\n          <Button\n            size=\"small\"\n            aria-expanded={detailsOpen}\n            onClick={() => setDetailsOpen((prior) => !prior)}\n          >\n            {detailsOpen ? 'Hide what was refused' : 'Show what was refused'}\n          </Button>\n          <Collapse in={detailsOpen} unmountOnExit>\n            <Typography\n              variant=\"caption\"\n              component=\"pre\"\n              aria-label=\"What was refused\"\n              sx={{ m: 0, fontFamily: 'monospace', whiteSpace: 'pre', overflowX: 'auto' }}\n            >\n              {details.join('\\n')}\n            </Typography>\n          </Collapse>\n        </Box>\n      )}\n      {estimate > 0 && (\n        <Typography\n          variant=\"caption\"\n          color=\"text.secondary\"\n          sx={{ display: 'block', mt: 1 }}\n        >\n          {`Estimated cost: about ${estimate.toLocaleString('en-US')} credits. What it costs is what its steps spend.`}\n        </Typography>\n      )}\n      {waiting && (\n        <Button\n          size=\"small\"\n          variant=\"contained\"\n          disabled={busy}\n          onClick={() => onResume(job)}\n          sx={{ mt: 1 }}\n        >\n          {review.reason === 'plan' ? 'Confirm plan' : 'Try again'}\n        </Button>\n      )}\n    </Box>\n  )\n}\n\nexport default AiJobPlan\n"],"names":["AI_BUILD_PLAN_CREATION_NOUNS","AI_BUILD_PLAN_EMBED_HOST_NAMES","isAiPlanNewRef","aiJobPlanCreditEstimate","Box","Button","Collapse","Stack","Typography","useState","aiJobReviewDetails","review","reason","lines","findings","flatMap","finding","where","nodeIds","length","join","paths","rule","code","node","outline","push","repeat","depth","id","componentId","Object","entries","grid","map","name","value","JSON","stringify","props","sx","children","aiPlanEmbedLine","embed","named","host","link","url","asked","AiJobPlan","job","onResume","busy","staff","plan","detailsOpen","setDetailsOpen","details","ref","slice","labels","waiting","status","estimate","kind","mt","spacing","role","aria-label","variant","color","reuse","entry","index","purpose","create","noun","duplicateOf","why","screens","screen","record","title","dataset","base","slug","layout","sections","section","embeds","component","my","pl","message","size","aria-expanded","onClick","prior","in","unmountOnExit","m","fontFamily","whiteSpace","overflowX","display","toLocaleString","disabled"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,4BAA4B,EAC5BC,8BAA8B,EAC9BC,cAAc,QAET,4BAAwB;AAE/B,SAASC,uBAAuB,QAAQ,0BAAsB;AAC9D,SAASC,GAAG,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxE,SAASC,QAAQ,QAAQ,QAAO;AAuBhC;;;;;CAKC,GACD,OAAO,SAASC,mBAAmBC,MAA0B;QAUxCA;IATnB,IAAIA,CAAAA,0BAAAA,OAAQC,MAAM,MAAK,YAAY,OAAO,EAAE;IAC5C,MAAMC,QAAQF,OAAOG,QAAQ,CAACC,OAAO,CAAC,CAACC;YACvBA,kBAEVA;QAFJ,MAAMC,QAAQD,EAAAA,mBAAAA,QAAQE,OAAO,qBAAfF,iBAAiBG,MAAM,IACjC,CAAC,MAAM,EAAEH,QAAQE,OAAO,CAACE,IAAI,CAAC,OAAO,GACrCJ,EAAAA,iBAAAA,QAAQK,KAAK,qBAAbL,eAAeG,MAAM,IACnB,CAAC,GAAG,EAAEH,QAAQK,KAAK,CAACD,IAAI,CAAC,OAAO,GAChC;QACN,OAAOH,QAAQ;YAAC,GAAGD,QAAQM,IAAI,KAAK,OAAO,KAAK,CAAC,KAAK,EAAEN,QAAQM,IAAI,CAAC,CAAC,CAAC,GAAGN,QAAQO,IAAI,CAAC,EAAE,EAAEN,OAAO;SAAC,GAAG,EAAE;IAC1G;IACA,KAAK,MAAMO,SAAQb,kBAAAA,OAAOc,OAAO,YAAdd,kBAAkB,EAAE,CAAE;YAIjBa;YAEdA;QALRX,MAAMa,IAAI,CACR;YACE,GAAG,KAAKC,MAAM,CAACH,KAAKI,KAAK,IAAIJ,KAAKK,EAAE,CAAC,CAAC,EAAEL,KAAKM,WAAW,EAAE;eACvDC,OAAOC,OAAO,EAACR,aAAAA,KAAKS,IAAI,YAATT,aAAa,CAAC,GAAGU,GAAG,CAAC,CAAC,CAACC,MAAMC,MAAM,GAAK,GAAGD,KAAK,CAAC,EAAEE,KAAKC,SAAS,CAACF,QAAQ;eACxFZ,KAAKe,KAAK,CAACpB,MAAM,GAAG;gBAAC,CAAC,MAAM,EAAEK,KAAKe,KAAK,CAACnB,IAAI,CAAC,OAAO;aAAC,GAAG,EAAE;eAC3DI,EAAAA,WAAAA,KAAKgB,EAAE,qBAAPhB,SAASL,MAAM,IAAG;gBAAC,CAAC,GAAG,EAAEK,KAAKgB,EAAE,CAACpB,IAAI,CAAC,OAAO;aAAC,GAAG,EAAE;eACnDI,KAAKiB,QAAQ,CAACtB,MAAM,GAAG;gBAAC,CAAC,MAAM,EAAEK,KAAKiB,QAAQ,CAACrB,IAAI,CAAC,OAAO;aAAC,GAAG,EAAE;SACtE,CAACA,IAAI,CAAC;IAEX;IACA,OAAOP;AACT;AAEA;;;;;CAKC,GACD,OAAO,SAAS6B,gBACdC,KAAuB,EACvBC,KAA8B;IAE9B,MAAMC,OAAO5C,8BAA8B,CAAC0C,MAAME,IAAI,CAAC;IACvD,MAAM5B,QAAQf,eAAeyC,MAAM1B,KAAK,IAAI,CAAC,cAAc,EAAE2B,MAAMD,MAAM1B,KAAK,GAAG,GAAG0B,MAAM1B,KAAK;IAC/F,MAAM6B,OAAOH,MAAMI,GAAG,GAAG,CAAC,SAAS,EAAEJ,MAAMI,GAAG,EAAE,GAAG;IACnD,OAAO,CAAC,SAAS,EAAEF,KAAK,WAAW,EAAE5B,QAAQ6B,KAAK,iBAAiB,EAAEH,MAAMK,KAAK,CAAC,aAAa,EAAEH,KAAK,sEAAsE,CAAC;AAC9K;AAEA,OAAO,SAASI,UAAU,EACxBC,GAAG,EACHC,QAAQ,EACRC,OAAO,KAAK,EACZC,QAAQ,KAAK,EACE;QAuDLC;IAtDV,MAAM,CAACC,aAAaC,eAAe,GAAG/C,SAAS;IAC/C,MAAM,EAAE6C,IAAI,EAAE3C,MAAM,EAAE,GAAGuC;IACzB,IAAI,CAACI,QAAQ,CAAC3C,QAAQ,OAAO;IAC7B,MAAM8C,UAAUJ,QAAQ3C,mBAAmBC,UAAU,EAAE;IACvD,mFAAmF,GACnF,MAAMiC,QAAQ,CAACc;;eACb,CAACA,MACG,KACAxD,eAAewD,OACbA,IAAIC,KAAK,CAAC,OAAOxC,MAAM,YACtBmC,wBAAAA,KAAMM,MAAM,CAACF,IAAI,mBAAIA;;IAC9B,MAAMG,UAAUX,IAAIY,MAAM,KAAK,kBAAkBnD,WAAW;IAC5D,wEAAwE;IACxE,wEAAwE;IACxE,uEAAuE;IACvE,0EAA0E;IAC1E,6DAA6D;IAC7D,MAAMoD,WACJT,QAAQO,WAAWlD,OAAOC,MAAM,KAAK,SAAST,wBAAwB+C,IAAIc,IAAI,EAAEV,QAAQ;IAC1F,qBACE,MAAClD;QAAIoC,IAAI;YAAEyB,IAAI;QAAE;;YACdX,sBACC,MAAC/C;gBAAM2D,SAAS;gBAAKC,MAAK;gBAAOC,cAAW;;kCAC1C,KAAC5D;wBAAW6D,SAAQ;wBAAUC,OAAM;kCACjChB,KAAKQ,MAAM,KAAK,cAAc,mBAAmB;;oBAEnDR,KAAKiB,KAAK,CAACrC,GAAG,CAAC,CAACsC,OAAOC,sBACtB,MAACjE;4BAAkC6D,SAAQ;4BAAQF,MAAK;;gCAAW;gCACrDK,MAAMR,IAAI,KAAK,WAAW,SAASQ,MAAMR,IAAI;gCAAC;gCAAEpB,MAAM4B,MAAM3C,EAAE;gCAAE;gCAAI2C,MAAME,OAAO;;2BAD9E,CAAC,MAAM,EAAED,OAAO;oBAIlCnB,KAAKqB,MAAM,CAACzC,GAAG,CAAC,CAACsC,OAAOC,sBACvB,MAACjE;4BAAmC6D,SAAQ;4BAAQF,MAAK;;gCAAW;gCACrDnE,4BAA4B,CAACwE,MAAMR,IAAI,CAAC,CAACY,IAAI;gCAAC;gCAAEJ,MAAMrC,IAAI;gCACtEqC,MAAMK,WAAW,GACd,CAAC,iBAAiB,EAAEjC,MAAM4B,MAAMK,WAAW,GAAG,GAC9C;gCAAI;gCAAI;gCACTL,MAAMM,GAAG;;2BALG,CAAC,OAAO,EAAEL,OAAO;oBAQnCnB,KAAKyB,OAAO,CAAC7C,GAAG,CAAC,CAAC8C,QAAQP,sBACzB,MAACjE;4BAAmC6D,SAAQ;4BAAQF,MAAK;;gCACtDa,OAAOC,MAAM,GACV,CAAC,2BAA2B,EAAED,OAAOE,KAAK,CAAC,uBAAuB,EAAEtC,MAAMoC,OAAOC,MAAM,CAACE,OAAO,EAAE,KAAK,EAAEH,OAAOC,MAAM,CAACG,IAAI,CAAC,EAAE,CAAC,GAC9H,CAAC,gBAAgB,EAAEJ,OAAOE,KAAK,CAAC,IAAI,EAAEF,OAAOK,IAAI,EAAE;gCACtDL,OAAOH,WAAW,GACf,CAAC,iBAAiB,EAAEjC,MAAMoC,OAAOH,WAAW,GAAG,GAC/C;gCACHG,OAAOM,MAAM,GAAG,CAAC,IAAI,EAAE1C,MAAMoC,OAAOM,MAAM,GAAG,GAAG;gCAChDN,OAAOO,QAAQ,CAACpE,MAAM,GACnB,CAAC,EAAE,EAAE6D,OAAOO,QAAQ,CAACrD,GAAG,CAAC,CAACsD,UAAYA,QAAQrD,IAAI,EAAEf,IAAI,CAAC,OAAO,GAChE;;2BAVW,CAAC,OAAO,EAAEqD,OAAO;oBAanC,EAACnB,eAAAA,KAAKmC,MAAM,YAAXnC,eAAe,EAAE,EAAEpB,GAAG,CAAC,CAACS,OAAO8B,sBAC/B,KAACjE;4BAA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package/src/lib/jobs/ai-job-crm-step.d.ts

@@ -104,11 +104,52 @@ export declare function aiCrmRecordInstructions(kind: AiCrmRecordKind): AiSystem
 export declare const AI_CRM_EMAIL_INSTRUCTIONS: AiSystemBlock[];
 export declare const AI_CRM_MAPPING_INSTRUCTIONS: AiSystemBlock[];
 /**
- * The facts as lines of text. Only the fields named here are written, whatever
- * else a reader reports, so what reaches a prompt is decided in two places
- * that both have to agree: the CRM's builders and this list.
+ * A record's facts as the CRM's reader marks them when it answered the whole
+ * record (AGL-3520): `wholeRecord: true`, set only while the organization has
+ * `release_crm_assist_whole_record` on. Absent, the facts are the disclosed
+ * ones and are written by {@link aiCrmDisclosedFactsLines}.
+ */
+export declare const AI_CRM_WHOLE_RECORD_FIELD = "wholeRecord";
+/**
+ * The facts as lines of text while the published pages describe the narrow
+ * set: only the fields named here are written, whatever else a reader
+ * reports, so what reaches a prompt is decided in two places that both have
+ * to agree — the CRM's disclosed builders and this list. A company's account
+ * fields beyond its headcount, and a lead's profile fields, stay out of the
+ * prompt as they always have.
+ */
+export declare function aiCrmDisclosedFactsLines(kind: AiCrmRecordKind, facts: Facts): string[];
+/**
+ * The facts as lines of text: the WHOLE record the CRM reports (AGL-3520) —
+ * every standard field, its contact details and addresses, its picklist
+ * labels, its custom fields under their labels, its consent, notes,
+ * timeline, open tasks and deals. A field the record does not hold writes
+ * no line. The CRM's builders decide what a record is; nothing here drops a
+ * field they report, and no reader reports a token, an account identifier
+ * or a record id beyond a stage's.
  */
 export declare function aiCrmFactsLines(kind: AiCrmRecordKind, facts: Facts): string[];
+/**
+ * The most characters a record's facts take in a request (AGL-3520) —
+ * about six thousand tokens at the three characters a token the routing
+ * ceilings are measured with. The CRM's own cuts keep a record well under
+ * it; a record that holds everything at once is fitted by
+ * {@link aiCrmFitFacts}, which shortens its long texts and drops no field.
+ */
+export declare const AI_CRM_FACTS_MAX_CHARS = 18000;
+/**
+ * The facts, fitted to {@link AI_CRM_FACTS_MAX_CHARS} as lines: unchanged
+ * when they fit, otherwise with the long texts — the notes, each timeline
+ * entry's text, each task's notes and each custom value — cut shorter step
+ * by step. Every field stays; only how much of a long text is sent changes.
+ */
+export declare function aiCrmFitFacts(kind: AiCrmRecordKind, facts: Facts): Facts;
+/**
+ * The lines a prompt carries for a record: the whole record, fitted, when
+ * the reader marked it {@link AI_CRM_WHOLE_RECORD_FIELD}; otherwise the
+ * disclosed lines alone.
+ */
+export declare function aiCrmPromptFactsLines(kind: AiCrmRecordKind, facts: Facts): string[];
 /** The user turn for a record. */
 export declare function aiCrmRecordPrompt(kind: AiCrmRecordKind, facts: Facts): string;
 /** The user turn for an email draft. */

package/src/lib/jobs/ai-job-crm-step.js

@@ -170,6 +170,8 @@ function timelineLines(value) {
         ...entries.map((entry)=>{
             const detail = [
                 text(entry['direction']),
+                entry['from'] ? `from ${text(entry['from'])}` : '',
+                entry['to'] ? `to ${text(entry['to'])}` : '',
                 text(entry['delivery']),
                 text(entry['outcome'])
             ].filter(Boolean);
@@ -188,11 +190,17 @@ function taskLines(value) {
         ...tasks.map((task)=>`- ${text(task['title'])} (${[
                 text(task['kind']),
                 `${text(task['priority']) || 'normal'} priority`,
+                ...task['status'] ? [
+                    text(task['status'])
+                ] : [],
                 task['due'] ? `due ${text(task['due'])}` : 'no due date',
                 ...task['overdue'] === true ? [
                     'overdue'
+                ] : [],
+                ...task['assignee'] ? [
+                    `assigned to ${text(task['assignee'])}`
                 ] : []
-            ].join(', ')})`)
+            ].join(', ')})` + (task['notes'] ? `: ${text(task['notes'])}` : ''))
     ];
 }
 function dealLines(value) {
@@ -210,18 +218,184 @@ function dealLines(value) {
             ].filter(Boolean).join(', ')}`)
     ];
 }
+/** The record's custom field values under their labels (AGL-3520). */ function customLines(value) {
+    const fields = list(value).filter((field)=>text(field['label']) && text(field['value']));
+    return fields.length ? [
+        'Custom fields:',
+        ...fields.map((field)=>`- ${text(field['label'])}: ${text(field['value'])}`)
+    ] : [];
+}
+const yesNo = (label, value)=>value === true ? [
+        label
+    ] : [];
+/**
+ * A record's facts as the CRM's reader marks them when it answered the whole
+ * record (AGL-3520): `wholeRecord: true`, set only while the organization has
+ * `release_crm_assist_whole_record` on. Absent, the facts are the disclosed
+ * ones and are written by {@link aiCrmDisclosedFactsLines}.
+ */ export const AI_CRM_WHOLE_RECORD_FIELD = 'wholeRecord';
+/** Keeps only `keys` of each entry: the disclosed writer's allow-list for nested rows. */ const only = (value, keys)=>list(value).map((entry)=>Object.fromEntries(keys.filter((key)=>key in entry).map((key)=>[
+                key,
+                entry[key]
+            ])));
+/** What the disclosed writer reads of a timeline entry: never who an email was from or to. */ const DISCLOSED_TIMELINE_KEYS = [
+    'on',
+    'kind',
+    'direction',
+    'subject',
+    'text',
+    'outcome',
+    'delivery'
+];
+/** What the disclosed writer reads of an open task: never its assignee, status or notes. */ const DISCLOSED_TASK_KEYS = [
+    'title',
+    'kind',
+    'priority',
+    'due',
+    'overdue'
+];
+/**
+ * The facts as lines of text while the published pages describe the narrow
+ * set: only the fields named here are written, whatever else a reader
+ * reports, so what reaches a prompt is decided in two places that both have
+ * to agree — the CRM's disclosed builders and this list. A company's account
+ * fields beyond its headcount, and a lead's profile fields, stay out of the
+ * prompt as they always have.
+ */ export function aiCrmDisclosedFactsLines(kind, facts) {
+    const timeline = timelineLines(only(facts['timeline'], DISCLOSED_TIMELINE_KEYS));
+    const openTasks = taskLines(only(facts['openTasks'], DISCLOSED_TASK_KEYS));
+    if (kind === 'contact') {
+        const orders = Number(facts['orders']) || 0;
+        return [
+            ...line('Contact', facts['name']),
+            ...line('Salutation', facts['salutation']),
+            ...line('Job title', facts['jobTitle']),
+            ...line('Department', facts['department']),
+            // A request the person made, which a drafted next step must respect (AGL-3515).
+            ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),
+            ...line('Company', facts['company']),
+            ...line('Lifecycle stage', facts['lifecycleStage']),
+            ...line('Tags', words(facts['tags']).join(', ')),
+            ...line('Came in through', words(facts['sources']).join(', ')),
+            ...orders ? [
+                `Orders: ${orders}${facts['lastPurchase'] ? `, the last on ${text(facts['lastPurchase'])}` : ''}`
+            ] : [],
+            ...line('In the CRM since', facts['since']),
+            ...line('Last opened or clicked an email', facts['lastEmailEngagement']),
+            ...line('Notes', facts['notes']),
+            ...timeline,
+            ...openTasks,
+            ...dealLines(facts['deals'])
+        ];
+    }
+    if (kind === 'company') {
+        var _facts_employees;
+        return [
+            ...line('Company', facts['name']),
+            ...line('Domain', facts['domain']),
+            ...line('Industry', facts['industry']),
+            ...line('Employees', (_facts_employees = facts['employees']) != null ? _facts_employees : ''),
+            ...line('Tags', words(facts['tags']).join(', ')),
+            ...line('People in the CRM', facts['people']),
+            ...line('In the CRM since', facts['since']),
+            ...line('Notes', facts['notes']),
+            ...timeline,
+            ...openTasks,
+            ...dealLines(facts['deals'])
+        ];
+    }
+    if (kind === 'deal') {
+        const stages = list(facts['stages']);
+        const withWhom = [
+            text(facts['contact']),
+            text(facts['company'])
+        ].filter(Boolean).join(' at ');
+        return [
+            ...line('Deal', facts['title']),
+            ...line('Pipeline', facts['pipeline']),
+            ...line('Status', facts['status']),
+            ...line('Stage', facts['stage'] ? `${text(facts['stage'])} (id ${text(facts['stageId'])})` : ''),
+            ...line('Stages in order', stages.map((stage)=>`${text(stage['id'])} "${text(stage['name'])}" (${text(stage['kind'])})`).join('; ')),
+            ...line('In this stage since', facts['inStageSince']),
+            ...line('Amount', facts['amount']),
+            // Salesforce's Opportunity fields (AGL-3516).
+            ...line('Probability', typeof facts['probability'] === 'number' ? `${facts['probability']}%` : ''),
+            ...line('Forecast category', facts['forecastCategory']),
+            ...line('Type', facts['type']),
+            ...line('Lead source', facts['leadSource']),
+            ...line('Next step', facts['nextStep']),
+            ...line('Expected to close', facts['expectedClose']),
+            ...line('Lost reason', facts['lostReason']),
+            ...line('With', withWhom),
+            ...contactRoleLines(facts['contactRoles']),
+            ...line('Products on the deal', typeof facts['products'] === 'number' ? facts['products'] || '' : ''),
+            ...line('In the CRM since', facts['since']),
+            ...line('Notes', facts['notes']),
+            ...timeline,
+            ...openTasks
+        ];
+    }
+    return [
+        ...line('Lead', facts['name']),
+        ...line('Status', facts['status']),
+        ...line('Captured through', words(facts['sources']).join(', ')),
+        ...line('Captures', Number(facts['captures']) || ''),
+        ...line('First seen', facts['firstSeen']),
+        ...line('Last seen', facts['lastSeen']),
+        `Assigned to a teammate: ${facts['assigned'] === true ? 'yes' : 'no'}`,
+        `Converted to a contact: ${facts['converted'] === true ? 'yes' : 'no'}`,
+        ...line('Unqualified reason', facts['unqualifiedReason']),
+        ...line('Notes', facts['notes']),
+        ...timeline
+    ];
+}
+/** Every contact on a deal and the part each plays (AGL-3521), by name. */ function contactRoleLines(value) {
+    return line('Contact roles', list(value).map((row)=>{
+        const part = [
+            text(row['role']),
+            row['primary'] === true ? 'Primary' : ''
+        ].filter(Boolean).join(', ');
+        return part ? `${text(row['name'])} (${part})` : text(row['name']);
+    }).join('; '));
+}
 /**
- * The facts as lines of text. Only the fields named here are written, whatever
- * else a reader reports, so what reaches a prompt is decided in two places
- * that both have to agree: the CRM's builders and this list.
+ * The facts as lines of text: the WHOLE record the CRM reports (AGL-3520) —
+ * every standard field, its contact details and addresses, its picklist
+ * labels, its custom fields under their labels, its consent, notes,
+ * timeline, open tasks and deals. A field the record does not hold writes
+ * no line. The CRM's builders decide what a record is; nothing here drops a
+ * field they report, and no reader reports a token, an account identifier
+ * or a record id beyond a stage's.
  */ export function aiCrmFactsLines(kind, facts) {
+    var _facts_employees;
     if (kind === 'contact') {
         const orders = Number(facts['orders']) || 0;
         return [
             ...line('Contact', facts['name']),
+            ...line('Salutation', facts['salutation']),
+            ...line('First name', facts['firstName']),
+            ...line('Last name', facts['lastName']),
+            ...line('Email', words(facts['emails']).join(', ')),
+            ...line('Phone', facts['phone']),
+            ...line('Mobile phone', facts['mobilePhone']),
+            ...line('Home phone', facts['homePhone']),
+            ...line('Other phone', facts['otherPhone']),
+            ...line('Fax', facts['fax']),
+            // A request the person made, which a drafted next step must respect (AGL-3515).
+            ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),
             ...line('Job title', facts['jobTitle']),
+            ...line('Department', facts['department']),
             ...line('Company', facts['company']),
+            ...line('Reports to', facts['reportsTo']),
+            ...line('Assistant', facts['assistant']),
+            ...line('Assistant phone', facts['assistantPhone']),
+            ...line('Birthdate', facts['birthdate']),
+            ...line('Mailing address', facts['mailingAddress']),
+            ...line('Other address', facts['otherAddress']),
             ...line('Lifecycle stage', facts['lifecycleStage']),
+            ...line('Lead source', facts['leadSource']),
+            ...line('Owner', facts['owner']),
+            ...line('Marketing email consent', facts['marketingConsent']),
             ...line('Tags', words(facts['tags']).join(', ')),
             ...line('Came in through', words(facts['sources']).join(', ')),
             ...orders ? [
@@ -229,6 +403,7 @@ function dealLines(value) {
             ] : [],
             ...line('In the CRM since', facts['since']),
             ...line('Last opened or clicked an email', facts['lastEmailEngagement']),
+            ...customLines(facts['custom']),
             ...line('Notes', facts['notes']),
             ...timelineLines(facts['timeline']),
             ...taskLines(facts['openTasks']),
@@ -236,13 +411,33 @@ function dealLines(value) {
         ];
     }
     if (kind === 'company') {
+        var _facts_employees1;
         return [
             ...line('Company', facts['name']),
             ...line('Domain', facts['domain']),
+            ...line('Website', facts['website']),
+            ...line('Phone', facts['phone']),
+            ...line('Fax', facts['fax']),
+            // Salesforce's Account fields (AGL-3514).
+            ...line('Type', facts['type']),
             ...line('Industry', facts['industry']),
+            ...line('Rating', facts['rating']),
+            ...line('Ownership', facts['ownership']),
+            ...line('Account source', facts['accountSource']),
+            ...line('Employees', (_facts_employees1 = facts['employees']) != null ? _facts_employees1 : ''),
+            ...line('Annual revenue', facts['annualRevenue']),
+            ...line('Account number', facts['accountNumber']),
+            ...line('Account site', facts['site']),
+            ...line('Ticker symbol', facts['tickerSymbol']),
+            ...line('SIC code', facts['sicCode']),
+            ...line('Billing address', facts['billingAddress']),
+            ...line('Shipping address', facts['shippingAddress']),
+            ...line('Parent company', facts['parentCompany']),
+            ...line('Owner', facts['owner']),
             ...line('Tags', words(facts['tags']).join(', ')),
             ...line('People in the CRM', facts['people']),
             ...line('In the CRM since', facts['since']),
+            ...customLines(facts['custom']),
             ...line('Notes', facts['notes']),
             ...timelineLines(facts['timeline']),
             ...taskLines(facts['openTasks']),
@@ -251,6 +446,7 @@ function dealLines(value) {
     }
     if (kind === 'deal') {
         const stages = list(facts['stages']);
+        const products = list(facts['products']);
         const withWhom = [
             text(facts['contact']),
             text(facts['company'])
@@ -263,11 +459,24 @@ function dealLines(value) {
             ...line('Stages in order', stages.map((stage)=>`${text(stage['id'])} "${text(stage['name'])}" (${text(stage['kind'])})`).join('; ')),
             ...line('In this stage since', facts['inStageSince']),
             ...line('Amount', facts['amount']),
+            // Salesforce's Opportunity fields (AGL-3516).
+            ...line('Probability', typeof facts['probability'] === 'number' ? `${facts['probability']}%` : ''),
+            ...line('Forecast category', facts['forecastCategory']),
+            ...line('Type', facts['type']),
+            ...line('Lead source', facts['leadSource']),
+            ...line('Campaign', facts['campaign']),
+            ...line('Next step', facts['nextStep']),
             ...line('Expected to close', facts['expectedClose']),
             ...line('Lost reason', facts['lostReason']),
             ...line('With', withWhom),
-            ...line('Products on the deal', Number(facts['products']) || ''),
+            ...line('Owner', facts['owner']),
+            ...contactRoleLines(facts['contactRoles']),
+            ...products.length ? [
+                'Products:',
+                ...products.map((product)=>`- ${text(product['name'])} × ${Number(product['quantity']) || 0}` + (product['unitAmount'] ? ` at ${text(product['unitAmount'])}` : ''))
+            ] : [],
             ...line('In the CRM since', facts['since']),
+            ...customLines(facts['custom']),
             ...line('Notes', facts['notes']),
             ...timelineLines(facts['timeline']),
             ...taskLines(facts['openTasks'])
@@ -275,7 +484,28 @@ function dealLines(value) {
     }
     return [
         ...line('Lead', facts['name']),
+        ...line('Salutation', facts['salutation']),
+        ...line('First name', facts['firstName']),
+        ...line('Last name', facts['lastName']),
+        ...line('Email', facts['email']),
+        ...line('Phone', facts['phone']),
+        ...line('Mobile phone', facts['mobilePhone']),
+        ...line('Fax', facts['fax']),
+        ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),
+        ...line('Company', facts['company']),
+        ...line('Job title', facts['jobTitle']),
+        ...line('Website', facts['website']),
+        ...line('Address', facts['address']),
+        ...line('Industry', facts['industry']),
+        ...line('Rating', facts['rating']),
+        ...line('Employees', (_facts_employees = facts['employees']) != null ? _facts_employees : ''),
+        ...line('Annual revenue', facts['annualRevenue']),
+        ...line('Lead source', facts['leadSource']),
         ...line('Status', facts['status']),
+        ...line('Owner', facts['owner']),
+        ...line('Campaigns', words(facts['campaigns']).join(', ')),
+        ...line('Marketing email consent', facts['marketingConsent']),
+        ...line('Tags', words(facts['tags']).join(', ')),
         ...line('Captured through', words(facts['sources']).join(', ')),
         ...line('Captures', Number(facts['captures']) || ''),
         ...line('First seen', facts['firstSeen']),
@@ -283,14 +513,74 @@ function dealLines(value) {
         `Assigned to a teammate: ${facts['assigned'] === true ? 'yes' : 'no'}`,
         `Converted to a contact: ${facts['converted'] === true ? 'yes' : 'no'}`,
         ...line('Unqualified reason', facts['unqualifiedReason']),
+        ...customLines(facts['custom']),
         ...line('Notes', facts['notes']),
-        ...timelineLines(facts['timeline'])
+        ...timelineLines(facts['timeline']),
+        ...list(facts['openTasks']).length ? taskLines(facts['openTasks']) : []
     ];
 }
+/**
+ * The most characters a record's facts take in a request (AGL-3520) —
+ * about six thousand tokens at the three characters a token the routing
+ * ceilings are measured with. The CRM's own cuts keep a record well under
+ * it; a record that holds everything at once is fitted by
+ * {@link aiCrmFitFacts}, which shortens its long texts and drops no field.
+ */ export const AI_CRM_FACTS_MAX_CHARS = 18000;
+/** The cuts {@link aiCrmFitFacts} tries in turn: notes, then each timeline text, then each custom value and task note. */ const FIT_STEPS = [
+    {
+        notes: 300,
+        text: 160,
+        custom: 160
+    },
+    {
+        notes: 160,
+        text: 80,
+        custom: 80
+    },
+    {
+        notes: 80,
+        text: 40,
+        custom: 40
+    }
+];
+const cut = (value, max)=>typeof value === 'string' && value.length > max ? `${value.slice(0, max - 1).trimEnd()}…` : value;
+/**
+ * The facts, fitted to {@link AI_CRM_FACTS_MAX_CHARS} as lines: unchanged
+ * when they fit, otherwise with the long texts — the notes, each timeline
+ * entry's text, each task's notes and each custom value — cut shorter step
+ * by step. Every field stays; only how much of a long text is sent changes.
+ */ export function aiCrmFitFacts(kind, facts) {
+    const size = (candidate)=>aiCrmFactsLines(kind, candidate).join('\n').length;
+    if (size(facts) <= AI_CRM_FACTS_MAX_CHARS) return facts;
+    let fitted = facts;
+    for (const step of FIT_STEPS){
+        fitted = _extends({}, facts, {
+            notes: cut(facts['notes'], step.notes),
+            timeline: list(facts['timeline']).map((entry)=>_extends({}, entry, {
+                    text: cut(entry['text'], step.text)
+                })),
+            openTasks: list(facts['openTasks']).map((task)=>_extends({}, task, {
+                    notes: cut(task['notes'], step.text)
+                })),
+            custom: list(facts['custom']).map((field)=>_extends({}, field, {
+                    value: cut(field['value'], step.custom)
+                }))
+        });
+        if (size(fitted) <= AI_CRM_FACTS_MAX_CHARS) return fitted;
+    }
+    return fitted;
+}
+/**
+ * The lines a prompt carries for a record: the whole record, fitted, when
+ * the reader marked it {@link AI_CRM_WHOLE_RECORD_FIELD}; otherwise the
+ * disclosed lines alone.
+ */ export function aiCrmPromptFactsLines(kind, facts) {
+    return facts[AI_CRM_WHOLE_RECORD_FIELD] === true ? aiCrmFactsLines(kind, aiCrmFitFacts(kind, facts)) : aiCrmDisclosedFactsLines(kind, facts);
+}
 /** The user turn for a record. */ export function aiCrmRecordPrompt(kind, facts) {
     return [
         `Record: ${kind}`,
-        ...aiCrmFactsLines(kind, facts)
+        ...aiCrmPromptFactsLines(kind, facts)
     ].join('\n');
 }
 /** The user turn for an email draft. */ export function aiCrmEmailPrompt(input) {
@@ -300,7 +590,7 @@ function dealLines(value) {
         `The team member asks: ${input.request.replace(/\s+/g, ' ').trim().slice(0, AI_CRM_EMAIL_REQUEST_MAX_CHARS)}`,
         '',
         'Facts:',
-        ...aiCrmFactsLines(input.kind, input.facts)
+        ...aiCrmPromptFactsLines(input.kind, input.facts)
     ].join('\n');
 }
 /** The user turn for an import's columns. */ export function aiCrmMappingPrompt(input) {