@aglyn/plugins-ai 1.0.0-beta.250 → 1.0.0-beta.253

package/src/lib/components/ai-jobs-store.js

@@ -208,6 +208,9 @@ function entryFor(uid, orgId, user) {
     }, [
         entry
     ]);
+    return useEntryJobs(entry);
+}
+/** An entry's jobs, kept current as the entry moves. */ function useEntryJobs(entry) {
     const subscribe = useMemo(()=>(listener)=>{
             if (!entry) return ()=>undefined;
             entry.listeners.add(listener);
@@ -223,6 +226,25 @@ function entryFor(uid, orgId, user) {
     };
     return useSyncExternalStore(subscribe, snapshot, snapshot);
 }
+/**
+ * The same list, as the surfaces that read it hold it, without reading it
+ * here (AGL-3765): for a door that warns from what is already known — the
+ * top-bar indicator and the Assist panel read the list wherever a person can
+ * start a job — and asks no server of its own. It moves with every read they
+ * make and every job a surface hands in through {@link publishAiJob}; empty
+ * where nothing has read it, and when `enabled` is false.
+ */ export function useAiJobsInFlightKnown(user, orgId, enabled = true) {
+    var _ref;
+    const uid = (_ref = user == null ? void 0 : user.uid) != null ? _ref : null;
+    const userRef = useRef(user);
+    userRef.current = user;
+    const entry = useMemo(()=>enabled && uid && orgId ? entryFor(uid, orgId, userRef.current) : null, [
+        enabled,
+        uid,
+        orgId
+    ]);
+    return useEntryJobs(entry);
+}
 /** What the indicator and the launcher show for the workspace, or `null` for nothing. */ export function useAiJobsActivity(user, orgId, enabled = true) {
     const jobs = useAiJobsInFlight(user, orgId, enabled);
     return useMemo(()=>aiJobsActivity(jobs), [

package/src/lib/components/ai-jobs-store.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/components/ai-jobs-store.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'use client'\n\nimport {\n  authorizedFetch,\n  type MaybeTokenSource,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useEffect, useMemo, useRef, useSyncExternalStore } from 'react'\nimport type { AiFreeCreditsLeft } from '../model/ai-site-job'\nimport { aiJobsActivity, type AiJobsActivity } from '../model/ai-job-activity'\nimport { AI_JOB_TERMINAL_STATUSES, type AiJobSummary } from '../model/ai-jobs.types'\n\n/**\n * WHERE A PERSON FINDS THEIR AI JOBS (AGL-3593).\n *\n * Two things every AI surface in the console shares, kept in this module\n * rather than in any one component because the surfaces that need them — a\n * brief dialog on the Screens page, the guided start's full-screen dialog,\n * the top-bar indicator, the Assist launcher and the drawer inside the\n * panel — are mounted in different zones and know nothing of one another.\n * All of them are this plugin's, so no shell, zone or event bus carries it.\n *\n * ── Opening AI jobs ──────────────────────────────────────────────────────\n *\n * {@link openAiJobs} is the one action every \"Open AI jobs\" button, the\n * indicator and a notification's link take: the Assist panel subscribes, opens\n * itself, expands its AI jobs drawer, and scrolls to and highlights the job\n * named. A request is a sequence number as well as a job, so asking twice for\n * the same job opens it twice.\n *\n * ── The workspace's unsettled jobs ───────────────────────────────────────\n *\n * The indicator, the launcher's badge and the drawer's open-by-default rule\n * read the same list: the workspace's jobs that are not yet settled, from\n * the jobs route's `status=active` (a Firestore `in` query under the\n * (status, createdAt) index, never a filter of a loaded window). ONE list per\n * person and workspace however many surfaces read it, re-read on a timer only\n * while something in it is still moving or waiting and the tab is in view —\n * a workspace with nothing running costs one read per page load and no more.\n *\n * Every surface that learns a job's state some other way — the dialog that\n * created it, the drawer's event stream, the in-dialog confirm — hands it in\n * through {@link publishAiJob}, so the indicator moves the moment the job\n * does rather than on the next read.\n */\n\n// ── Opening AI jobs ───────────────────────────────────────────────────────\n\n/** The latest request to open AI jobs; `seq` is 0 until anything asked. */\nexport interface AiJobsOpenRequest {\n  seq: number\n  /** The job to scroll to and highlight, or `null` for the drawer alone. */\n  jobId: string | null\n}\n\nlet openRequest: AiJobsOpenRequest = { seq: 0, jobId: null }\nconst openListeners = new Set<() => void>()\n\n/**\n * Opens the Assist panel on its AI jobs drawer, expanded, scrolled to\n * `jobId` when one is named. A surface that covers the panel — a dialog —\n * closes itself beside the call; this opens, it does not close anything.\n */\nexport function openAiJobs(options: { jobId?: string | null } = {}): void {\n  openRequest = { seq: openRequest.seq + 1, jobId: options.jobId ?? null }\n  for (const listener of openListeners) listener()\n}\n\nfunction subscribeOpen(listener: () => void): () => void {\n  openListeners.add(listener)\n  return () => {\n    openListeners.delete(listener)\n  }\n}\n\nconst readOpen = (): AiJobsOpenRequest => openRequest\n\n/** The latest open request, for the panel; a new `seq` is a new request. */\nexport function useAiJobsOpenRequest(): AiJobsOpenRequest {\n  return useSyncExternalStore(subscribeOpen, readOpen, readOpen)\n}\n\n/**\n * The query parameter a notification's link carries: a console page opened\n * with `?aiJob={id}` opens AI jobs on that job, the way pressing the\n * indicator does.\n */\nexport { AI_JOB_LINK_PARAM } from '../model/ai-job-notice'\n\n// ── The workspace's unsettled jobs ────────────────────────────────────────\n\n/** How often a list with something in it is read again, while the tab is in view. */\nexport const AI_JOBS_ACTIVE_POLL_MS = 15_000\n\n/** The most unsettled jobs one read lists; a glance, not an archive. */\nconst ACTIVE_LIMIT = 20\n\nconst NONE: readonly AiJobSummary[] = Object.freeze([])\n\ninterface Entry {\n  jobs: readonly AiJobSummary[]\n  /** Who reads it, kept current by whichever surface subscribed last. */\n  user: MaybeTokenSource\n  orgId: string\n  uid: string\n  subscribers: number\n  inflight: boolean\n  timer: ReturnType<typeof setTimeout> | null\n  /** The route said the feature is not this workspace's: nothing is read again. */\n  closed: boolean\n  listeners: Set<() => void>\n}\n\nconst entries = new Map<string, Entry>()\n\n/**\n * Who hears of a read as it starts and what a Free workspace has left when it\n * lands (AGL-3722): the usage strip's store follows the jobs list this way\n * rather than by import, so this module stays out of the strip's chunk.\n */\nexport interface AiJobsReadWatcher {\n  start: (uid: string, orgId: string) => void\n  done: (uid: string, orgId: string, credits: AiFreeCreditsLeft | undefined) => void\n}\nconst readWatchers = new Set<AiJobsReadWatcher>()\n\n/** Listen to the jobs list's reads; returns the way to stop. */\nexport function watchAiJobsReads(watcher: AiJobsReadWatcher): () => void {\n  readWatchers.add(watcher)\n  return () => {\n    readWatchers.delete(watcher)\n  }\n}\n\nconst keyOf = (uid: string, orgId: string): string => `${uid}\\n${orgId}`\n\nfunction emit(entry: Entry): void {\n  for (const listener of entry.listeners) listener()\n}\n\nfunction isSettled(job: AiJobSummary): boolean {\n  return AI_JOB_TERMINAL_STATUSES.includes(job.status)\n}\n\nfunction schedule(entry: Entry): void {\n  if (entry.timer) clearTimeout(entry.timer)\n  entry.timer = null\n  if (entry.closed || entry.subscribers === 0 || entry.jobs.length === 0) return\n  entry.timer = setTimeout(() => {\n    entry.timer = null\n    const hidden = typeof document !== 'undefined' && document.visibilityState === 'hidden'\n    // A hidden tab reads nothing; coming back into view reads at once.\n    if (hidden) return\n    void read(entry)\n  }, AI_JOBS_ACTIVE_POLL_MS)\n}\n\nasync function read(entry: Entry): Promise<void> {\n  if (entry.inflight || entry.closed) return\n  entry.inflight = true\n  for (const watcher of readWatchers) watcher.start(entry.uid, entry.orgId)\n  try {\n    const response = await authorizedFetch(\n      entry.user,\n      `/api/ai/jobs?orgId=${encodeURIComponent(entry.orgId)}&status=active&limit=${ACTIVE_LIMIT}`,\n    )\n    if (response.status === 404 || response.status === 403) {\n      // The release flag off, or a plan or member without generation: there\n      // is nothing to count, now or on the next tick.\n      entry.closed = true\n      entry.jobs = NONE\n      emit(entry)\n      return\n    }\n    if (!response.ok) return\n    const payload = (await response.json().catch(() => null)) as {\n      jobs?: AiJobSummary[]\n      freeCredits?: AiFreeCreditsLeft\n    } | null\n    // The same read carries what a Free workspace has left, so the usage\n    // strip follows jobs that spend between chat messages (AGL-3722).\n    for (const watcher of readWatchers) watcher.done(entry.uid, entry.orgId, payload?.freeCredits)\n    entry.jobs = Object.freeze((payload?.jobs ?? []).filter((job) => !isSettled(job)))\n    emit(entry)\n  } catch {\n    // An unreachable route keeps what was last read; the next tick asks again.\n  } finally {\n    entry.inflight = false\n    schedule(entry)\n  }\n}\n\nfunction entryFor(uid: string, orgId: string, user: MaybeTokenSource): Entry {\n  const key = keyOf(uid, orgId)\n  let entry = entries.get(key)\n  if (!entry) {\n    entry = {\n      jobs: NONE,\n      user,\n      orgId,\n      uid,\n      subscribers: 0,\n      inflight: false,\n      timer: null,\n      closed: false,\n      listeners: new Set(),\n    }\n    entries.set(key, entry)\n  }\n  return entry\n}\n\n/**\n * Hands a job's latest state to every surface counting this workspace's jobs:\n * a new job joins the list, a settled one leaves it. Keyed on the job's own\n * workspace, for every person whose list holds that workspace in this tab.\n */\nexport function publishAiJob(job: AiJobSummary | null | undefined): void {\n  if (!job?.orgId) return\n  for (const entry of entries.values()) {\n    if (entry.orgId !== job.orgId || entry.closed) continue\n    const index = entry.jobs.findIndex((known) => known.id === job.id)\n    let next: AiJobSummary[]\n    if (isSettled(job)) {\n      if (index === -1) continue\n      next = entry.jobs.filter((known) => known.id !== job.id)\n      // A job that just settled has just spent: read what is left (AGL-3722).\n      if (entry.subscribers > 0) void read(entry)\n    } else if (index === -1) {\n      next = [job, ...entry.jobs]\n    } else {\n      next = [...entry.jobs]\n      next[index] = job\n    }\n    entry.jobs = Object.freeze(next)\n    emit(entry)\n    // A list that just gained its first job starts its timer.\n    if (!entry.timer && !entry.inflight) schedule(entry)\n  }\n}\n\n/** Forget every list and request; specs start each case from nothing. */\nexport function resetAiJobsStoreForTests(): void {\n  for (const entry of entries.values()) {\n    if (entry.timer) clearTimeout(entry.timer)\n  }\n  entries.clear()\n  openListeners.clear()\n  readWatchers.clear()\n  openRequest = { seq: 0, jobId: null }\n}\n\n/**\n * The workspace's jobs that are not yet settled, newest first, for the\n * signed-in person — empty while the first read is in flight, where the\n * route refuses, and when `enabled` is false (a surface whose own gates have\n * not passed reads nothing at all).\n */\nexport function useAiJobsInFlight(\n  user: (TokenSource & { uid?: string | null }) | null | undefined,\n  orgId: string | null | undefined,\n  enabled = true,\n): readonly AiJobSummary[] {\n  const uid = user?.uid ?? null\n  const userRef = useRef<MaybeTokenSource>(user)\n  userRef.current = user\n  const entry = useMemo(\n    () => (enabled && uid && orgId ? entryFor(uid, orgId, userRef.current) : null),\n    [enabled, uid, orgId],\n  )\n\n  useEffect(() => {\n    if (!entry) return undefined\n    entry.user = userRef.current\n    entry.subscribers += 1\n    if (entry.subscribers === 1) void read(entry)\n    const onVisible = () => {\n      if (document.visibilityState === 'visible' && entry.jobs.length > 0) void read(entry)\n    }\n    document.addEventListener('visibilitychange', onVisible)\n    return () => {\n      document.removeEventListener('visibilitychange', onVisible)\n      entry.subscribers -= 1\n      if (entry.subscribers === 0 && entry.timer) {\n        clearTimeout(entry.timer)\n        entry.timer = null\n      }\n    }\n  }, [entry])\n\n  const subscribe = useMemo(\n    () => (listener: () => void) => {\n      if (!entry) return () => undefined\n      entry.listeners.add(listener)\n      return () => {\n        entry.listeners.delete(listener)\n      }\n    },\n    [entry],\n  )\n  const snapshot = (): readonly AiJobSummary[] => entry?.jobs ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/components/ai-jobs-store.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'use client'\n\nimport {\n  authorizedFetch,\n  type MaybeTokenSource,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useEffect, useMemo, useRef, useSyncExternalStore } from 'react'\nimport type { AiFreeCreditsLeft } from '../model/ai-site-job'\nimport { aiJobsActivity, type AiJobsActivity } from '../model/ai-job-activity'\nimport { AI_JOB_TERMINAL_STATUSES, type AiJobSummary } from '../model/ai-jobs.types'\n\n/**\n * WHERE A PERSON FINDS THEIR AI JOBS (AGL-3593).\n *\n * Two things every AI surface in the console shares, kept in this module\n * rather than in any one component because the surfaces that need them — a\n * brief dialog on the Screens page, the guided start's full-screen dialog,\n * the top-bar indicator, the Assist launcher and the drawer inside the\n * panel — are mounted in different zones and know nothing of one another.\n * All of them are this plugin's, so no shell, zone or event bus carries it.\n *\n * ── Opening AI jobs ──────────────────────────────────────────────────────\n *\n * {@link openAiJobs} is the one action every \"Open AI jobs\" button, the\n * indicator and a notification's link take: the Assist panel subscribes, opens\n * itself, expands its AI jobs drawer, and scrolls to and highlights the job\n * named. A request is a sequence number as well as a job, so asking twice for\n * the same job opens it twice.\n *\n * ── The workspace's unsettled jobs ───────────────────────────────────────\n *\n * The indicator, the launcher's badge and the drawer's open-by-default rule\n * read the same list: the workspace's jobs that are not yet settled, from\n * the jobs route's `status=active` (a Firestore `in` query under the\n * (status, createdAt) index, never a filter of a loaded window). ONE list per\n * person and workspace however many surfaces read it, re-read on a timer only\n * while something in it is still moving or waiting and the tab is in view —\n * a workspace with nothing running costs one read per page load and no more.\n *\n * Every surface that learns a job's state some other way — the dialog that\n * created it, the drawer's event stream, the in-dialog confirm — hands it in\n * through {@link publishAiJob}, so the indicator moves the moment the job\n * does rather than on the next read.\n */\n\n// ── Opening AI jobs ───────────────────────────────────────────────────────\n\n/** The latest request to open AI jobs; `seq` is 0 until anything asked. */\nexport interface AiJobsOpenRequest {\n  seq: number\n  /** The job to scroll to and highlight, or `null` for the drawer alone. */\n  jobId: string | null\n}\n\nlet openRequest: AiJobsOpenRequest = { seq: 0, jobId: null }\nconst openListeners = new Set<() => void>()\n\n/**\n * Opens the Assist panel on its AI jobs drawer, expanded, scrolled to\n * `jobId` when one is named. A surface that covers the panel — a dialog —\n * closes itself beside the call; this opens, it does not close anything.\n */\nexport function openAiJobs(options: { jobId?: string | null } = {}): void {\n  openRequest = { seq: openRequest.seq + 1, jobId: options.jobId ?? null }\n  for (const listener of openListeners) listener()\n}\n\nfunction subscribeOpen(listener: () => void): () => void {\n  openListeners.add(listener)\n  return () => {\n    openListeners.delete(listener)\n  }\n}\n\nconst readOpen = (): AiJobsOpenRequest => openRequest\n\n/** The latest open request, for the panel; a new `seq` is a new request. */\nexport function useAiJobsOpenRequest(): AiJobsOpenRequest {\n  return useSyncExternalStore(subscribeOpen, readOpen, readOpen)\n}\n\n/**\n * The query parameter a notification's link carries: a console page opened\n * with `?aiJob={id}` opens AI jobs on that job, the way pressing the\n * indicator does.\n */\nexport { AI_JOB_LINK_PARAM } from '../model/ai-job-notice'\n\n// ── The workspace's unsettled jobs ────────────────────────────────────────\n\n/** How often a list with something in it is read again, while the tab is in view. */\nexport const AI_JOBS_ACTIVE_POLL_MS = 15_000\n\n/** The most unsettled jobs one read lists; a glance, not an archive. */\nconst ACTIVE_LIMIT = 20\n\nconst NONE: readonly AiJobSummary[] = Object.freeze([])\n\ninterface Entry {\n  jobs: readonly AiJobSummary[]\n  /** Who reads it, kept current by whichever surface subscribed last. */\n  user: MaybeTokenSource\n  orgId: string\n  uid: string\n  subscribers: number\n  inflight: boolean\n  timer: ReturnType<typeof setTimeout> | null\n  /** The route said the feature is not this workspace's: nothing is read again. */\n  closed: boolean\n  listeners: Set<() => void>\n}\n\nconst entries = new Map<string, Entry>()\n\n/**\n * Who hears of a read as it starts and what a Free workspace has left when it\n * lands (AGL-3722): the usage strip's store follows the jobs list this way\n * rather than by import, so this module stays out of the strip's chunk.\n */\nexport interface AiJobsReadWatcher {\n  start: (uid: string, orgId: string) => void\n  done: (uid: string, orgId: string, credits: AiFreeCreditsLeft | undefined) => void\n}\nconst readWatchers = new Set<AiJobsReadWatcher>()\n\n/** Listen to the jobs list's reads; returns the way to stop. */\nexport function watchAiJobsReads(watcher: AiJobsReadWatcher): () => void {\n  readWatchers.add(watcher)\n  return () => {\n    readWatchers.delete(watcher)\n  }\n}\n\nconst keyOf = (uid: string, orgId: string): string => `${uid}\\n${orgId}`\n\nfunction emit(entry: Entry): void {\n  for (const listener of entry.listeners) listener()\n}\n\nfunction isSettled(job: AiJobSummary): boolean {\n  return AI_JOB_TERMINAL_STATUSES.includes(job.status)\n}\n\nfunction schedule(entry: Entry): void {\n  if (entry.timer) clearTimeout(entry.timer)\n  entry.timer = null\n  if (entry.closed || entry.subscribers === 0 || entry.jobs.length === 0) return\n  entry.timer = setTimeout(() => {\n    entry.timer = null\n    const hidden = typeof document !== 'undefined' && document.visibilityState === 'hidden'\n    // A hidden tab reads nothing; coming back into view reads at once.\n    if (hidden) return\n    void read(entry)\n  }, AI_JOBS_ACTIVE_POLL_MS)\n}\n\nasync function read(entry: Entry): Promise<void> {\n  if (entry.inflight || entry.closed) return\n  entry.inflight = true\n  for (const watcher of readWatchers) watcher.start(entry.uid, entry.orgId)\n  try {\n    const response = await authorizedFetch(\n      entry.user,\n      `/api/ai/jobs?orgId=${encodeURIComponent(entry.orgId)}&status=active&limit=${ACTIVE_LIMIT}`,\n    )\n    if (response.status === 404 || response.status === 403) {\n      // The release flag off, or a plan or member without generation: there\n      // is nothing to count, now or on the next tick.\n      entry.closed = true\n      entry.jobs = NONE\n      emit(entry)\n      return\n    }\n    if (!response.ok) return\n    const payload = (await response.json().catch(() => null)) as {\n      jobs?: AiJobSummary[]\n      freeCredits?: AiFreeCreditsLeft\n    } | null\n    // The same read carries what a Free workspace has left, so the usage\n    // strip follows jobs that spend between chat messages (AGL-3722).\n    for (const watcher of readWatchers) watcher.done(entry.uid, entry.orgId, payload?.freeCredits)\n    entry.jobs = Object.freeze((payload?.jobs ?? []).filter((job) => !isSettled(job)))\n    emit(entry)\n  } catch {\n    // An unreachable route keeps what was last read; the next tick asks again.\n  } finally {\n    entry.inflight = false\n    schedule(entry)\n  }\n}\n\nfunction entryFor(uid: string, orgId: string, user: MaybeTokenSource): Entry {\n  const key = keyOf(uid, orgId)\n  let entry = entries.get(key)\n  if (!entry) {\n    entry = {\n      jobs: NONE,\n      user,\n      orgId,\n      uid,\n      subscribers: 0,\n      inflight: false,\n      timer: null,\n      closed: false,\n      listeners: new Set(),\n    }\n    entries.set(key, entry)\n  }\n  return entry\n}\n\n/**\n * Hands a job's latest state to every surface counting this workspace's jobs:\n * a new job joins the list, a settled one leaves it. Keyed on the job's own\n * workspace, for every person whose list holds that workspace in this tab.\n */\nexport function publishAiJob(job: AiJobSummary | null | undefined): void {\n  if (!job?.orgId) return\n  for (const entry of entries.values()) {\n    if (entry.orgId !== job.orgId || entry.closed) continue\n    const index = entry.jobs.findIndex((known) => known.id === job.id)\n    let next: AiJobSummary[]\n    if (isSettled(job)) {\n      if (index === -1) continue\n      next = entry.jobs.filter((known) => known.id !== job.id)\n      // A job that just settled has just spent: read what is left (AGL-3722).\n      if (entry.subscribers > 0) void read(entry)\n    } else if (index === -1) {\n      next = [job, ...entry.jobs]\n    } else {\n      next = [...entry.jobs]\n      next[index] = job\n    }\n    entry.jobs = Object.freeze(next)\n    emit(entry)\n    // A list that just gained its first job starts its timer.\n    if (!entry.timer && !entry.inflight) schedule(entry)\n  }\n}\n\n/** Forget every list and request; specs start each case from nothing. */\nexport function resetAiJobsStoreForTests(): void {\n  for (const entry of entries.values()) {\n    if (entry.timer) clearTimeout(entry.timer)\n  }\n  entries.clear()\n  openListeners.clear()\n  readWatchers.clear()\n  openRequest = { seq: 0, jobId: null }\n}\n\n/**\n * The workspace's jobs that are not yet settled, newest first, for the\n * signed-in person — empty while the first read is in flight, where the\n * route refuses, and when `enabled` is false (a surface whose own gates have\n * not passed reads nothing at all).\n */\nexport function useAiJobsInFlight(\n  user: (TokenSource & { uid?: string | null }) | null | undefined,\n  orgId: string | null | undefined,\n  enabled = true,\n): readonly AiJobSummary[] {\n  const uid = user?.uid ?? null\n  const userRef = useRef<MaybeTokenSource>(user)\n  userRef.current = user\n  const entry = useMemo(\n    () => (enabled && uid && orgId ? entryFor(uid, orgId, userRef.current) : null),\n    [enabled, uid, orgId],\n  )\n\n  useEffect(() => {\n    if (!entry) return undefined\n    entry.user = userRef.current\n    entry.subscribers += 1\n    if (entry.subscribers === 1) void read(entry)\n    const onVisible = () => {\n      if (document.visibilityState === 'visible' && entry.jobs.length > 0) void read(entry)\n    }\n    document.addEventListener('visibilitychange', onVisible)\n    return () => {\n      document.removeEventListener('visibilitychange', onVisible)\n      entry.subscribers -= 1\n      if (entry.subscribers === 0 && entry.timer) {\n        clearTimeout(entry.timer)\n        entry.timer = null\n      }\n    }\n  }, [entry])\n\n  return useEntryJobs(entry)\n}\n\n/** An entry's jobs, kept current as the entry moves. */\nfunction useEntryJobs(entry: Entry | null): readonly AiJobSummary[] {\n  const subscribe = useMemo(\n    () => (listener: () => void) => {\n      if (!entry) return () => undefined\n      entry.listeners.add(listener)\n      return () => {\n        entry.listeners.delete(listener)\n      }\n    },\n    [entry],\n  )\n  const snapshot = (): readonly AiJobSummary[] => entry?.jobs ?? NONE\n  return useSyncExternalStore(subscribe, snapshot, snapshot)\n}\n\n/**\n * The same list, as the surfaces that read it hold it, without reading it\n * here (AGL-3765): for a door that warns from what is already known — the\n * top-bar indicator and the Assist panel read the list wherever a person can\n * start a job — and asks no server of its own. It moves with every read they\n * make and every job a surface hands in through {@link publishAiJob}; empty\n * where nothing has read it, and when `enabled` is false.\n */\nexport function useAiJobsInFlightKnown(\n  user: (TokenSource & { uid?: string | null }) | null | undefined,\n  orgId: string | null | undefined,\n  enabled = true,\n): readonly AiJobSummary[] {\n  const uid = user?.uid ?? null\n  const userRef = useRef<MaybeTokenSource>(user)\n  userRef.current = user\n  const entry = useMemo(\n    () => (enabled && uid && orgId ? entryFor(uid, orgId, userRef.current) : null),\n    [enabled, uid, orgId],\n  )\n  return useEntryJobs(entry)\n}\n\n/** What the indicator and the launcher show for the workspace, or `null` for nothing. */\nexport function useAiJobsActivity(\n  user: (TokenSource & { uid?: string | null }) | null | undefined,\n  orgId: string | null | undefined,\n  enabled = true,\n): AiJobsActivity<AiJobSummary> | null {\n  const jobs = useAiJobsInFlight(user, orgId, enabled)\n  return useMemo(() => aiJobsActivity(jobs), [jobs])\n}\n"],"names":["authorizedFetch","useEffect","useMemo","useRef","useSyncExternalStore","aiJobsActivity","AI_JOB_TERMINAL_STATUSES","openRequest","seq","jobId","openListeners","Set","openAiJobs","options","listener","subscribeOpen","add","delete","readOpen","useAiJobsOpenRequest","AI_JOB_LINK_PARAM","AI_JOBS_ACTIVE_POLL_MS","ACTIVE_LIMIT","NONE","Object","freeze","entries","Map","readWatchers","watchAiJobsReads","watcher","keyOf","uid","orgId","emit","entry","listeners","isSettled","job","includes","status","schedule","timer","clearTimeout","closed","subscribers","jobs","length","setTimeout","hidden","document","visibilityState","read","inflight","start","response","user","encodeURIComponent","ok","payload","json","catch","done","freeCredits","filter","entryFor","key","get","set","publishAiJob","values","index","findIndex","known","id","next","resetAiJobsStoreForTests","clear","useAiJobsInFlight","enabled","userRef","current","undefined","onVisible","addEventListener","removeEventListener","useEntryJobs","subscribe","snapshot","useAiJobsInFlightKnown","useAiJobsActivity"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SACEA,eAAe,QAGV,2CAA0C;AACjD,SAASC,SAAS,EAAEC,OAAO,EAAEC,MAAM,EAAEC,oBAAoB,QAAQ,QAAO;AAExE,SAASC,cAAc,QAA6B,8BAA0B;AAC9E,SAASC,wBAAwB,QAA2B,4BAAwB;AA6CpF,IAAIC,cAAiC;IAAEC,KAAK;IAAGC,OAAO;AAAK;AAC3D,MAAMC,gBAAgB,IAAIC;AAE1B;;;;CAIC,GACD,OAAO,SAASC,WAAWC,UAAqC,CAAC,CAAC;QACfA;IAAjDN,cAAc;QAAEC,KAAKD,YAAYC,GAAG,GAAG;QAAGC,KAAK,GAAEI,iBAAAA,QAAQJ,KAAK,YAAbI,iBAAiB;IAAK;IACvE,KAAK,MAAMC,YAAYJ,cAAeI;AACxC;AAEA,SAASC,cAAcD,QAAoB;IACzCJ,cAAcM,GAAG,CAACF;IAClB,OAAO;QACLJ,cAAcO,MAAM,CAACH;IACvB;AACF;AAEA,MAAMI,WAAW,IAAyBX;AAE1C,0EAA0E,GAC1E,OAAO,SAASY;IACd,OAAOf,qBAAqBW,eAAeG,UAAUA;AACvD;AAEA;;;;CAIC,GACD,SAASE,iBAAiB,QAAQ,4BAAwB;AAE1D,6EAA6E;AAE7E,mFAAmF,GACnF,OAAO,MAAMC,yBAAyB,MAAM;AAE5C,sEAAsE,GACtE,MAAMC,eAAe;AAErB,MAAMC,OAAgCC,OAAOC,MAAM,CAAC,EAAE;AAgBtD,MAAMC,UAAU,IAAIC;AAWpB,MAAMC,eAAe,IAAIjB;AAEzB,8DAA8D,GAC9D,OAAO,SAASkB,iBAAiBC,OAA0B;IACzDF,aAAaZ,GAAG,CAACc;IACjB,OAAO;QACLF,aAAaX,MAAM,CAACa;IACtB;AACF;AAEA,MAAMC,QAAQ,CAACC,KAAaC,QAA0B,GAAGD,IAAI,EAAE,EAAEC,OAAO;AAExE,SAASC,KAAKC,KAAY;IACxB,KAAK,MAAMrB,YAAYqB,MAAMC,SAAS,CAAEtB;AAC1C;AAEA,SAASuB,UAAUC,GAAiB;IAClC,OAAOhC,yBAAyBiC,QAAQ,CAACD,IAAIE,MAAM;AACrD;AAEA,SAASC,SAASN,KAAY;IAC5B,IAAIA,MAAMO,KAAK,EAAEC,aAAaR,MAAMO,KAAK;IACzCP,MAAMO,KAAK,GAAG;IACd,IAAIP,MAAMS,MAAM,IAAIT,MAAMU,WAAW,KAAK,KAAKV,MAAMW,IAAI,CAACC,MAAM,KAAK,GAAG;IACxEZ,MAAMO,KAAK,GAAGM,WAAW;QACvBb,MAAMO,KAAK,GAAG;QACd,MAAMO,SAAS,OAAOC,aAAa,eAAeA,SAASC,eAAe,KAAK;QAC/E,mEAAmE;QACnE,IAAIF,QAAQ;QACZ,KAAKG,KAAKjB;IACZ,GAAGd;AACL;AAEA,eAAe+B,KAAKjB,KAAY;IAC9B,IAAIA,MAAMkB,QAAQ,IAAIlB,MAAMS,MAAM,EAAE;IACpCT,MAAMkB,QAAQ,GAAG;IACjB,KAAK,MAAMvB,WAAWF,aAAcE,QAAQwB,KAAK,CAACnB,MAAMH,GAAG,EAAEG,MAAMF,KAAK;IACxE,IAAI;;QACF,MAAMsB,WAAW,MAAMvD,gBACrBmC,MAAMqB,IAAI,EACV,CAAC,mBAAmB,EAAEC,mBAAmBtB,MAAMF,KAAK,EAAE,qBAAqB,EAAEX,cAAc;QAE7F,IAAIiC,SAASf,MAAM,KAAK,OAAOe,SAASf,MAAM,KAAK,KAAK;YACtD,sEAAsE;YACtE,gDAAgD;YAChDL,MAAMS,MAAM,GAAG;YACfT,MAAMW,IAAI,GAAGvB;YACbW,KAAKC;YACL;QACF;QACA,IAAI,CAACoB,SAASG,EAAE,EAAE;QAClB,MAAMC,UAAW,MAAMJ,SAASK,IAAI,GAAGC,KAAK,CAAC,IAAM;QAInD,qEAAqE;QACrE,kEAAkE;QAClE,KAAK,MAAM/B,WAAWF,aAAcE,QAAQgC,IAAI,CAAC3B,MAAMH,GAAG,EAAEG,MAAMF,KAAK,EAAE0B,2BAAAA,QAASI,WAAW;QAC7F5B,MAAMW,IAAI,GAAGtB,OAAOC,MAAM,CAAC,SAACkC,2BAAAA,QAASb,IAAI,mBAAI,EAAE,EAAEkB,MAAM,CAAC,CAAC1B,MAAQ,CAACD,UAAUC;QAC5EJ,KAAKC;IACP,EAAE,eAAM;IACN,2EAA2E;IAC7E,SAAU;QACRA,MAAMkB,QAAQ,GAAG;QACjBZ,SAASN;IACX;AACF;AAEA,SAAS8B,SAASjC,GAAW,EAAEC,KAAa,EAAEuB,IAAsB;IAClE,MAAMU,MAAMnC,MAAMC,KAAKC;IACvB,IAAIE,QAAQT,QAAQyC,GAAG,CAACD;IACxB,IAAI,CAAC/B,OAAO;QACVA,QAAQ;YACNW,MAAMvB;YACNiC;YACAvB;YACAD;YACAa,aAAa;YACbQ,UAAU;YACVX,OAAO;YACPE,QAAQ;YACRR,WAAW,IAAIzB;QACjB;QACAe,QAAQ0C,GAAG,CAACF,KAAK/B;IACnB;IACA,OAAOA;AACT;AAEA;;;;CAIC,GACD,OAAO,SAASkC,aAAa/B,GAAoC;IAC/D,IAAI,EAACA,uBAAAA,IAAKL,KAAK,GAAE;IACjB,KAAK,MAAME,SAAST,QAAQ4C,MAAM,GAAI;QACpC,IAAInC,MAAMF,KAAK,KAAKK,IAAIL,KAAK,IAAIE,MAAMS,MAAM,EAAE;QAC/C,MAAM2B,QAAQpC,MAAMW,IAAI,CAAC0B,SAAS,CAAC,CAACC,QAAUA,MAAMC,EAAE,KAAKpC,IAAIoC,EAAE;QACjE,IAAIC;QACJ,IAAItC,UAAUC,MAAM;YAClB,IAAIiC,UAAU,CAAC,GAAG;YAClBI,OAAOxC,MAAMW,IAAI,CAACkB,MAAM,CAAC,CAACS,QAAUA,MAAMC,EAAE,KAAKpC,IAAIoC,EAAE;YACvD,wEAAwE;YACxE,IAAIvC,MAAMU,WAAW,GAAG,GAAG,KAAKO,KAAKjB;QACvC,OAAO,IAAIoC,UAAU,CAAC,GAAG;YACvBI,OAAO;gBAACrC;mBAAQH,MAAMW,IAAI;aAAC;QAC7B,OAAO;YACL6B,OAAO;mBAAIxC,MAAMW,IAAI;aAAC;YACtB6B,IAAI,CAACJ,MAAM,GAAGjC;QAChB;QACAH,MAAMW,IAAI,GAAGtB,OAAOC,MAAM,CAACkD;QAC3BzC,KAAKC;QACL,0DAA0D;QAC1D,IAAI,CAACA,MAAMO,KAAK,IAAI,CAACP,MAAMkB,QAAQ,EAAEZ,SAASN;IAChD;AACF;AAEA,uEAAuE,GACvE,OAAO,SAASyC;IACd,KAAK,MAAMzC,SAAST,QAAQ4C,MAAM,GAAI;QACpC,IAAInC,MAAMO,KAAK,EAAEC,aAAaR,MAAMO,KAAK;IAC3C;IACAhB,QAAQmD,KAAK;IACbnE,cAAcmE,KAAK;IACnBjD,aAAaiD,KAAK;IAClBtE,cAAc;QAAEC,KAAK;QAAGC,OAAO;IAAK;AACtC;AAEA;;;;;CAKC,GACD,OAAO,SAASqE,kBACdtB,IAAgE,EAChEvB,KAAgC,EAChC8C,UAAU,IAAI;;IAEd,MAAM/C,cAAMwB,wBAAAA,KAAMxB,GAAG,mBAAI;IACzB,MAAMgD,UAAU7E,OAAyBqD;IACzCwB,QAAQC,OAAO,GAAGzB;IAClB,MAAMrB,QAAQjC,QACZ,IA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package/src/lib/jobs/ai-job-crm-step.js

@@ -18,7 +18,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
 import { pluginRecordFactsReader } from "@aglyn/aglyn/plugin-manager/plugin-record-facts";
 import { AI_CRM_ANSWER_RETENTION_DAYS, AI_CRM_ANSWERS_COLLECTION, AI_CRM_EMAIL_REQUEST_MAX_CHARS, AI_CRM_OUTPUT_IDS, AI_CRM_PLUGIN_ID, aiCrmAnswerExpiry, parseAiCrmRequest, readAiCrmProposal } from "../model/ai-crm.js";
 import { AI_STEP_TIERS } from "../providers/catalog.js";
-import { AI_ROUTING_TABLE, aiModelForStep } from "../providers/routing.js";
+import { AI_ROUTING_TABLE, aiModelForStep, aiRouteSettings } from "../providers/routing.js";
 import { aiDoctrineScopeFor, aiDoctrineSystemBlocks, runValidatedGeneration } from "../runtime/ai-doctrine.js";
 import { AI_CRM_EMAIL_TOOL, AI_CRM_EMAIL_TOOL_NAME, AI_CRM_MAPPING_TOOL, AI_CRM_MAPPING_TOOL_NAME, AI_CRM_RECORD_TOOL_NAME, aiCrmEmailMergeFields, aiCrmImportFields, aiCrmRecordCheckContext, aiCrmRecordTool, checkAiCrmEmail, checkAiCrmMapping, checkAiCrmRecord } from "../tools/ai-crm-tool.js";
 import { AI_CRM_UNAVAILABLE_COPY, aiCrmAccessRefusal, aiCrmFactsResource } from "./ai-crm-access.js";
@@ -848,7 +848,8 @@ export function createAiJobCrmStep(deps = {}) {
                 }, output);
             }
             const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.record, _extends({
-                step: 'job.crm',
+                step: 'job.crm'
+            }, aiRouteSettings('job.crm'), {
                 model,
                 instructions,
                 messages: [
@@ -898,7 +899,8 @@ export function createAiJobCrmStep(deps = {}) {
             });
             const mergeFields = aiCrmEmailMergeFields(kind);
             const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.email, _extends({
-                step: 'job.crm',
+                step: 'job.crm'
+            }, aiRouteSettings('job.crm'), {
                 model,
                 instructions: AI_CRM_EMAIL_INSTRUCTIONS,
                 messages: [
@@ -961,7 +963,8 @@ export function createAiJobCrmStep(deps = {}) {
             });
         }
         const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.mapping, _extends({
-            step: 'job.crm',
+            step: 'job.crm'
+        }, aiRouteSettings('job.crm'), {
             model,
             instructions: AI_CRM_MAPPING_INSTRUCTIONS,
             messages: [

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/jobs/ai-job-crm-step.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\nimport { createHash } from 'node:crypto'\nimport { pluginRecordFactsReader } from '@aglyn/aglyn/plugin-manager/plugin-record-facts'\nimport {\n  AI_CRM_ANSWER_RETENTION_DAYS,\n  AI_CRM_ANSWERS_COLLECTION,\n  AI_CRM_EMAIL_REQUEST_MAX_CHARS,\n  AI_CRM_OUTPUT_IDS,\n  AI_CRM_PLUGIN_ID,\n  aiCrmAnswerExpiry,\n  parseAiCrmRequest,\n  readAiCrmProposal,\n  type AiCrmAnswerRecord,\n  type AiCrmEmailProposal,\n  type AiCrmMappingProposal,\n  type AiCrmOutputRef,\n  type AiCrmProposal,\n  type AiCrmRecordKind,\n  type AiCrmRecordProposal,\n} from '../model/ai-crm'\nimport { AI_STEP_TIERS } from '../providers/catalog'\nimport type { AiTool } from '../providers/contract'\nimport { AI_ROUTING_TABLE, aiModelForStep } from '../providers/routing'\nimport { aiDoctrineScopeFor, aiDoctrineSystemBlocks, runValidatedGeneration } from '../runtime/ai-doctrine'\nimport type { AiSystemBlock } from '../runtime/ai-runtime'\nimport {\n  AI_CRM_EMAIL_TOOL,\n  AI_CRM_EMAIL_TOOL_NAME,\n  AI_CRM_MAPPING_TOOL,\n  AI_CRM_MAPPING_TOOL_NAME,\n  AI_CRM_RECORD_TOOL_NAME,\n  aiCrmEmailMergeFields,\n  aiCrmImportFields,\n  aiCrmRecordCheckContext,\n  aiCrmRecordTool,\n  checkAiCrmEmail,\n  checkAiCrmMapping,\n  checkAiCrmRecord,\n  type AiCrmImportField,\n} from '../tools/ai-crm-tool'\nimport {\n  AI_CRM_UNAVAILABLE_COPY,\n  aiCrmAccessRefusal,\n  aiCrmFactsResource,\n  type AiCrmReaderLookup,\n} from './ai-crm-access'\nimport { registerAiJobAdmission, type AiJobAdmission, type AiJobAdmissionRefusal } from './ai-job-admission'\nimport { aiJobStepBudget } from './ai-job-budget'\nimport { aiGenerationSpent, aiUnspentOutcome } from './ai-job-generation'\nimport type { AiJobStepContext, AiJobStepOutcome, AiJobStepRunner } from './ai-job-text-step'\nimport { registerAiJobStep } from './ai-jobs'\n\n/**\n * The `crm` step (AGL-2917): CRM by AI, as proposals.\n *\n * `inputs.task` says what the job is asked (`model/ai-crm.ts`):\n *\n * - `record` — one contact, company, deal or lead (`record`, `recordId`): a\n *   summary, the next step as a task, a deal's stage, a lead's standing;\n * - `email` — a draft for the CRM composer, from what the member asked for\n *   (the brief) and the record's facts;\n * - `mapping` — an import's columns (`collection`, `columns`) matched to the\n *   fields the CRM's import fills.\n *\n * ## The CRM decides what is read\n *\n * The step never reads a CRM document. It asks the CRM's readers on the core's\n * record-facts seam for the job's creator, and the CRM applies its own rules —\n * the member's reach and `data.manage`, the plan, the record's visibility on\n * the site — and reports the facts it chooses to. The admission below asks the\n * same reader before the job exists, beside what an in-process call skips of\n * the plugin API dispatcher: the CRM switched on and released where the job\n * runs. A mapping sends the file's headers and each column's shape, never a\n * cell.\n *\n * ## It writes no CRM record\n *\n * The CRM's task form, stage route, composer and import drawer are the\n * writes, and a member makes each one. No email is sent by a job.\n *\n * ## The answer is kept apart from the job\n *\n * Every member of a workspace may read its jobs, and not every member may\n * read every record. So a job's output names only the question — which\n * record, which import — and the answer is kept at\n * `orgs/{orgId}/aiCrmAnswers/{jobId}`, which no client may read, for two\n * weeks (`AI_CRM_ANSWER_RETENTION_DAYS`). The answer door\n * (`server/ai-crm-answer.ts`) serves it to a member the CRM still lets read\n * the record, asking the same reader again.\n *\n * ## A summary is asked once per timeline\n *\n * A record answer is keyed on the whole request — the record, the site, the\n * model, the rules, the tool and the facts as the CRM reported them — and a\n * later job whose key matches a kept answer reuses it and spends nothing.\n * The facts change exactly when something the model was told changes, so an\n * unchanged record is never asked twice while its answer is kept.\n */\n\n/**\n * ASSUMED: the step's own round trips — the facts read (the record and its\n * three windowed queries, in parallel), a record's reuse lookup, and the\n * answer's write.\n */\nexport const AI_CRM_FACTS_READS_MS = 1_500\n\n/**\n * The step's time (AGL-3035): one generation and its re-ask on the tier\n * `job.crm` is served from, after the facts read, with no site inventory and\n * so no lookup round. It fits an inline door's budget, so a member who asks on\n * a record page is answered in the request.\n */\nexport const AI_JOB_CRM_STEP_BUDGET = aiJobStepBudget({\n  tier: AI_STEP_TIERS['job.crm'],\n  maxTokens: AI_ROUTING_TABLE['job.crm'].maxTokens,\n  lookups: 0,\n  ownReadsMs: AI_CRM_FACTS_READS_MS,\n})\n\n/** The least time one CRM step needs before it starts. */\nexport const AI_JOB_CRM_STEP_MINIMUM_MS = AI_JOB_CRM_STEP_BUDGET.minimumMs\n\n/** Kept answers to one request a reuse lookup reads. */\nexport const AI_CRM_REUSE_CANDIDATES = 20\n\n/** How long a record answer stays reusable, beside its facts being unchanged: as long as it is kept. */\nexport const AI_CRM_REUSE_WINDOW_MS = AI_CRM_ANSWER_RETENTION_DAYS * 24 * 60 * 60_000\n\nexport const AI_CRM_FACTS_FAILURE_COPY = 'The CRM record could not be read. Try again.'\nexport const AI_CRM_KEEP_FAILURE_COPY = 'The answer could not be kept. Try again.'\n\n/** The generation kinds the step asks under, which the doctrine states only its field rules to. */\nexport const AI_CRM_GENERATION_KINDS = {\n  record: 'crm-record',\n  email: 'crm-email',\n  mapping: 'crm-mapping',\n} as const\n\nconst OUTPUT_LABELS = {\n  record: 'CRM summary',\n  email: 'CRM email draft',\n  mapping: 'Import column matches',\n} as const\n\ntype Facts = Readonly<Record<string, unknown>>\n\n/* ------------------------------------------------------------------------ *\n * The rules\n * ------------------------------------------------------------------------ */\n\nconst WRITE_ONLY_FROM_FACTS =\n  'Write only from the facts. Never invent an event, a date, an amount, a name or a promise the facts do not state, and write dates as the facts do.'\n\nconst NEXT_STEP_RULE =\n  'nextStep: the one task that should come next, or null when an open task already covers it or nothing is worth doing. Its title starts with a verb, and its reason names the fact behind it.'\n\nconst LANGUAGE_RULE = 'Write in the language of the facts’ notes and timeline.'\n\nfunction rulesBlock(opening: string, toolName: string, rules: readonly string[]): AiSystemBlock[] {\n  return [\n    {\n      text:\n        `${opening}\\n\\n` +\n        `Answer by calling ${toolName} exactly once. A reply in prose cannot be used.\\n\\n` +\n        `Rules:\\n${rules.map((rule) => `- ${rule}`).join('\\n')}`,\n      cacheBreakpoint: true,\n    },\n  ]\n}\n\n/**\n * The rules for a record of one kind. Each kind is sent the rules its tool can\n * be refused for, and no others: on a model that caches no prompt this short,\n * a rule a request cannot break is paid for on every request.\n */\nexport function aiCrmRecordInstructions(kind: AiCrmRecordKind): AiSystemBlock[] {\n  const opening = `You help a small business's team work its customer records. You are given one ${kind} a team member opened, as facts read from their CRM.`\n  const rules =\n    kind === 'lead'\n      ? [\n          WRITE_ONLY_FROM_FACTS,\n          'summary: two sentences at most: how the lead came in, what it did, and when it was last seen.',\n          'standing: two sentences at most on why the lead stands where it does: its status, how it came in, and how often and how recently it was active. There is no lead score; never give one.',\n          LANGUAGE_RULE,\n        ]\n      : [\n          WRITE_ONLY_FROM_FACTS,\n          `summary: two sentences at most: when the ${kind} was last in touch and how, and what is still open.`,\n          NEXT_STEP_RULE,\n          ...(kind === 'deal'\n            ? [\n                'stage: the open stage the deal should move to, by its id in the facts, only when the timeline shows the deal has moved there; otherwise null, and always null for a deal that is won or lost. Never propose winning or losing a deal.',\n              ]\n            : []),\n          LANGUAGE_RULE,\n        ]\n  return rulesBlock(opening, AI_CRM_RECORD_TOOL_NAME, rules)\n}\n\nexport const AI_CRM_EMAIL_INSTRUCTIONS: AiSystemBlock[] = rulesBlock(\n  'You draft a one-to-one email that a team member reviews, edits and sends themselves from a customer record in their CRM. Nothing is sent until they press Send.',\n  AI_CRM_EMAIL_TOOL_NAME,\n  [\n    'Write what the team member asks for, from the record’s facts. Never invent a price, a date, an offer, a meeting time or a promise that neither states.',\n    'body: plain text in short paragraphs separated by a blank line, with no markdown, no links and no signature block beyond the sign-off.',\n    'Greet the person and sign off only with the merge fields the request lists, written exactly as listed. Use no other merge field.',\n    'Never write an email address or a phone number.',\n    'Write in the language of the team member’s request.',\n  ],\n)\n\nexport const AI_CRM_MAPPING_INSTRUCTIONS: AiSystemBlock[] = rulesBlock(\n  'You match the columns of a spreadsheet a team member is importing into their CRM to the fields the import fills. You are given each column’s header and the shape of its values, never the values.',\n  AI_CRM_MAPPING_TOOL_NAME,\n  [\n    'Match a column only to a field the request lists, both by their numbers, and only when the column’s header says it holds that field. Leave out a column no field fits.',\n    'A field takes at most one column, and a column one field.',\n    'A column’s shape must suit its field: an email field takes an email column; a phone field a phone or number column; a number, date or yes-no field a column of that shape. Only an email field takes an email column. An empty column takes any field its header names.',\n  ],\n)\n\n/* ------------------------------------------------------------------------ *\n * The facts, as the model reads them\n * ------------------------------------------------------------------------ */\n\nconst text = (value: unknown): string => (typeof value === 'string' ? value : '')\nconst list = (value: unknown): Array<Record<string, unknown>> =>\n  Array.isArray(value) ? value.filter((entry): entry is Record<string, unknown> => Boolean(entry) && typeof entry === 'object') : []\nconst words = (value: unknown): string[] => (Array.isArray(value) ? value.map(text).filter(Boolean) : [])\n\nfunction line(label: string, value: unknown): string[] {\n  const shown = typeof value === 'number' ? String(value) : text(value)\n  return shown ? [`${label}: ${shown}`] : []\n}\n\nfunction timelineLines(value: unknown): string[] {\n  const entries = list(value)\n  if (!entries.length) return ['Timeline: nothing logged or captured yet']\n  return [\n    'Timeline, newest first:',\n    ...entries.map((entry) => {\n      const detail = [\n        text(entry['direction']),\n        entry['from'] ? `from ${text(entry['from'])}` : '',\n        entry['to'] ? `to ${text(entry['to'])}` : '',\n        text(entry['delivery']),\n        text(entry['outcome']),\n      ].filter(Boolean)\n      const subject = text(entry['subject'])\n      return (\n        `- ${text(entry['on'])} ${text(entry['kind'])}` +\n        (detail.length ? ` (${detail.join(', ')})` : '') +\n        (subject || entry['text'] ? ':' : '') +\n        (subject ? ` \"${subject}\"` : '') +\n        (text(entry['text']) ? ` ${text(entry['text'])}` : '')\n      )\n    }),\n  ]\n}\n\nfunction taskLines(value: unknown): string[] {\n  const tasks = list(value)\n  if (!tasks.length) return ['Open tasks: none']\n  return [\n    'Open tasks:',\n    ...tasks.map(\n      (task) =>\n        `- ${text(task['title'])} (${[\n          text(task['kind']),\n          `${text(task['priority']) || 'normal'} priority`,\n          ...(task['status'] ? [text(task['status'])] : []),\n          task['due'] ? `due ${text(task['due'])}` : 'no due date',\n          ...(task['overdue'] === true ? ['overdue'] : []),\n          ...(task['assignee'] ? [`assigned to ${text(task['assignee'])}`] : []),\n        ].join(', ')})` + (task['notes'] ? `: ${text(task['notes'])}` : ''),\n    ),\n  ]\n}\n\nfunction dealLines(value: unknown): string[] {\n  const deals = list(value)\n  if (!deals.length) return ['Deals: none']\n  return [\n    'Deals:',\n    ...deals.map(\n      (deal) =>\n        `- ${text(deal['title'])}: ${[\n          text(deal['stage']),\n          text(deal['status']),\n          text(deal['amount']),\n          deal['expectedClose'] ? `expected to close ${text(deal['expectedClose'])}` : '',\n        ]\n          .filter(Boolean)\n          .join(', ')}`,\n    ),\n  ]\n}\n\n/** The record's custom field values under their labels (AGL-3520). */\nfunction customLines(value: unknown): string[] {\n  const fields = list(value).filter((field) => text(field['label']) && text(field['value']))\n  return fields.length\n    ? ['Custom fields:', ...fields.map((field) => `- ${text(field['label'])}: ${text(field['value'])}`)]\n    : []\n}\n\nconst yesNo = (label: string, value: unknown): string[] => (value === true ? [label] : [])\n\n/**\n * A record's facts as the CRM's reader marks them when it answered the whole\n * record (AGL-3520): `wholeRecord: true`, set only while the organization has\n * `release_crm_assist_whole_record` on. Absent, the facts are the disclosed\n * ones and are written by {@link aiCrmDisclosedFactsLines}.\n */\nexport const AI_CRM_WHOLE_RECORD_FIELD = 'wholeRecord'\n\n/** Keeps only `keys` of each entry: the disclosed writer's allow-list for nested rows. */\nconst only = (value: unknown, keys: readonly string[]): Array<Record<string, unknown>> =>\n  list(value).map((entry) => Object.fromEntries(keys.filter((key) => key in entry).map((key) => [key, entry[key]])))\n\n/** What the disclosed writer reads of a timeline entry: never who an email was from or to. */\nconst DISCLOSED_TIMELINE_KEYS = ['on', 'kind', 'direction', 'subject', 'text', 'outcome', 'delivery'] as const\n/** What the disclosed writer reads of an open task: never its assignee, status or notes. */\nconst DISCLOSED_TASK_KEYS = ['title', 'kind', 'priority', 'due', 'overdue'] as const\n\n/**\n * The facts as lines of text while the published pages describe the narrow\n * set: only the fields named here are written, whatever else a reader\n * reports, so what reaches a prompt is decided in two places that both have\n * to agree — the CRM's disclosed builders and this list. A company's account\n * fields beyond its headcount, and a lead's profile fields, stay out of the\n * prompt as they always have.\n */\nexport function aiCrmDisclosedFactsLines(kind: AiCrmRecordKind, facts: Facts): string[] {\n  const timeline = timelineLines(only(facts['timeline'], DISCLOSED_TIMELINE_KEYS))\n  const openTasks = taskLines(only(facts['openTasks'], DISCLOSED_TASK_KEYS))\n  if (kind === 'contact') {\n    const orders = Number(facts['orders']) || 0\n    return [\n      ...line('Contact', facts['name']),\n      ...line('Salutation', facts['salutation']),\n      ...line('Job title', facts['jobTitle']),\n      ...line('Department', facts['department']),\n      // A request the person made, which a drafted next step must respect (AGL-3515).\n      ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),\n      ...line('Company', facts['company']),\n      ...line('Lifecycle stage', facts['lifecycleStage']),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('Came in through', words(facts['sources']).join(', ')),\n      ...(orders ? [`Orders: ${orders}${facts['lastPurchase'] ? `, the last on ${text(facts['lastPurchase'])}` : ''}`] : []),\n      ...line('In the CRM since', facts['since']),\n      ...line('Last opened or clicked an email', facts['lastEmailEngagement']),\n      ...line('Notes', facts['notes']),\n      ...timeline,\n      ...openTasks,\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'company') {\n    return [\n      ...line('Company', facts['name']),\n      ...line('Domain', facts['domain']),\n      ...line('Industry', facts['industry']),\n      ...line('Employees', facts['employees'] ?? ''),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('People in the CRM', facts['people']),\n      ...line('In the CRM since', facts['since']),\n      ...line('Notes', facts['notes']),\n      ...timeline,\n      ...openTasks,\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'deal') {\n    const stages = list(facts['stages'])\n    const withWhom = [text(facts['contact']), text(facts['company'])].filter(Boolean).join(' at ')\n    return [\n      ...line('Deal', facts['title']),\n      ...line('Pipeline', facts['pipeline']),\n      ...line('Status', facts['status']),\n      ...line('Stage', facts['stage'] ? `${text(facts['stage'])} (id ${text(facts['stageId'])})` : ''),\n      ...line('Stages in order', stages.map((stage) => `${text(stage['id'])} \"${text(stage['name'])}\" (${text(stage['kind'])})`).join('; ')),\n      ...line('In this stage since', facts['inStageSince']),\n      ...line('Amount', facts['amount']),\n      // Salesforce's Opportunity fields (AGL-3516).\n      ...line('Probability', typeof facts['probability'] === 'number' ? `${facts['probability']}%` : ''),\n      ...line('Forecast category', facts['forecastCategory']),\n      ...line('Type', facts['type']),\n      ...line('Lead source', facts['leadSource']),\n      ...line('Next step', facts['nextStep']),\n      ...line('Expected to close', facts['expectedClose']),\n      ...line('Lost reason', facts['lostReason']),\n      ...line('With', withWhom),\n      ...contactRoleLines(facts['contactRoles']),\n      ...line('Products on the deal', typeof facts['products'] === 'number' ? facts['products'] || '' : ''),\n      ...line('In the CRM since', facts['since']),\n      ...line('Notes', facts['notes']),\n      ...timeline,\n      ...openTasks,\n    ]\n  }\n  return [\n    ...line('Lead', facts['name']),\n    ...line('Status', facts['status']),\n    ...line('Captured through', words(facts['sources']).join(', ')),\n    ...line('Captures', Number(facts['captures']) || ''),\n    ...line('First seen', facts['firstSeen']),\n    ...line('Last seen', facts['lastSeen']),\n    `Assigned to a teammate: ${facts['assigned'] === true ? 'yes' : 'no'}`,\n    `Converted to a contact: ${facts['converted'] === true ? 'yes' : 'no'}`,\n    ...line('Unqualified reason', facts['unqualifiedReason']),\n    ...line('Notes', facts['notes']),\n    ...timeline,\n  ]\n}\n\n/** Every contact on a deal and the part each plays (AGL-3521), by name. */\nfunction contactRoleLines(value: unknown): string[] {\n  return line(\n    'Contact roles',\n    list(value)\n      .map((row) => {\n        const part = [text(row['role']), row['primary'] === true ? 'Primary' : ''].filter(Boolean).join(', ')\n        return part ? `${text(row['name'])} (${part})` : text(row['name'])\n      })\n      .join('; '),\n  )\n}\n\n/**\n * The facts as lines of text: the WHOLE record the CRM reports (AGL-3520) —\n * every standard field, its contact details and addresses, its picklist\n * labels, its custom fields under their labels, its consent, notes,\n * timeline, open tasks and deals. A field the record does not hold writes\n * no line. The CRM's builders decide what a record is; nothing here drops a\n * field they report, and no reader reports a token, an account identifier\n * or a record id beyond a stage's.\n */\nexport function aiCrmFactsLines(kind: AiCrmRecordKind, facts: Facts): string[] {\n  if (kind === 'contact') {\n    const orders = Number(facts['orders']) || 0\n    return [\n      ...line('Contact', facts['name']),\n      ...line('Salutation', facts['salutation']),\n      ...line('First name', facts['firstName']),\n      ...line('Last name', facts['lastName']),\n      ...line('Email', words(facts['emails']).join(', ')),\n      ...line('Phone', facts['phone']),\n      ...line('Mobile phone', facts['mobilePhone']),\n      ...line('Home phone', facts['homePhone']),\n      ...line('Other phone', facts['otherPhone']),\n      ...line('Fax', facts['fax']),\n      // A request the person made, which a drafted next step must respect (AGL-3515).\n      ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),\n      ...line('Job title', facts['jobTitle']),\n      ...line('Department', facts['department']),\n      ...line('Company', facts['company']),\n      ...line('Reports to', facts['reportsTo']),\n      ...line('Assistant', facts['assistant']),\n      ...line('Assistant phone', facts['assistantPhone']),\n      ...line('Birthdate', facts['birthdate']),\n      ...line('Mailing address', facts['mailingAddress']),\n      ...line('Other address', facts['otherAddress']),\n      ...line('Lifecycle stage', facts['lifecycleStage']),\n      ...line('Lead source', facts['leadSource']),\n      ...line('Owner', facts['owner']),\n      ...line('Marketing email consent', facts['marketingConsent']),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('Came in through', words(facts['sources']).join(', ')),\n      ...(orders ? [`Orders: ${orders}${facts['lastPurchase'] ? `, the last on ${text(facts['lastPurchase'])}` : ''}`] : []),\n      ...line('In the CRM since', facts['since']),\n      ...line('Last opened or clicked an email', facts['lastEmailEngagement']),\n      ...customLines(facts['custom']),\n      ...line('Notes', facts['notes']),\n      ...timelineLines(facts['timeline']),\n      ...taskLines(facts['openTasks']),\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'company') {\n    return [\n      ...line('Company', facts['name']),\n      ...line('Domain', facts['domain']),\n      ...line('Website', facts['website']),\n      ...line('Phone', facts['phone']),\n      ...line('Fax', facts['fax']),\n      // Salesforce's Account fields (AGL-3514).\n      ...line('Type', facts['type']),\n      ...line('Industry', facts['industry']),\n      ...line('Rating', facts['rating']),\n      ...line('Ownership', facts['ownership']),\n      ...line('Account source', facts['accountSource']),\n      ...line('Employees', facts['employees'] ?? ''),\n      ...line('Annual revenue', facts['annualRevenue']),\n      ...line('Account number', facts['accountNumber']),\n      ...line('Account site', facts['site']),\n      ...line('Ticker symbol', facts['tickerSymbol']),\n      ...line('SIC code', facts['sicCode']),\n      ...line('Billing address', facts['billingAddress']),\n      ...line('Shipping address', facts['shippingAddress']),\n      ...line('Parent company', facts['parentCompany']),\n      ...line('Owner', facts['owner']),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('People in the CRM', facts['people']),\n      ...line('In the CRM since', facts['since']),\n      ...customLines(facts['custom']),\n      ...line('Notes', facts['notes']),\n      ...timelineLines(facts['timeline']),\n      ...taskLines(facts['openTasks']),\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'deal') {\n    const stages = list(facts['stages'])\n    const products = list(facts['products'])\n    const withWhom = [text(facts['contact']), text(facts['company'])].filter(Boolean).join(' at ')\n    return [\n      ...line('Deal', facts['title']),\n      ...line('Pipeline', facts['pipeline']),\n      ...line('Status', facts['status']),\n      ...line('Stage', facts['stage'] ? `${text(facts['stage'])} (id ${text(facts['stageId'])})` : ''),\n      ...line('Stages in order', stages.map((stage) => `${text(stage['id'])} \"${text(stage['name'])}\" (${text(stage['kind'])})`).join('; ')),\n      ...line('In this stage since', facts['inStageSince']),\n      ...line('Amount', facts['amount']),\n      // Salesforce's Opportunity fields (AGL-3516).\n      ...line('Probability', typeof facts['probability'] === 'number' ? `${facts['probability']}%` : ''),\n      ...line('Forecast category', facts['forecastCategory']),\n      ...line('Type', facts['type']),\n      ...line('Lead source', facts['leadSource']),\n      ...line('Campaign', facts['campaign']),\n      ...line('Next step', facts['nextStep']),\n      ...line('Expected to close', facts['expectedClose']),\n      ...line('Lost reason', facts['lostReason']),\n      ...line('With', withWhom),\n      ...line('Owner', facts['owner']),\n      ...contactRoleLines(facts['contactRoles']),\n      ...(products.length\n        ? [\n            'Products:',\n            ...products.map(\n              (product) =>\n                `- ${text(product['name'])} × ${Number(product['quantity']) || 0}` +\n                (product['unitAmount'] ? ` at ${text(product['unitAmount'])}` : ''),\n            ),\n          ]\n        : []),\n      ...line('In the CRM since', facts['since']),\n      ...customLines(facts['custom']),\n      ...line('Notes', facts['notes']),\n      ...timelineLines(facts['timeline']),\n      ...taskLines(facts['openTasks']),\n    ]\n  }\n  return [\n    ...line('Lead', facts['name']),\n    ...line('Salutation', facts['salutation']),\n    ...line('First name', facts['firstName']),\n    ...line('Last name', facts['lastName']),\n    ...line('Email', facts['email']),\n    ...line('Phone', facts['phone']),\n    ...line('Mobile phone', facts['mobilePhone']),\n    ...line('Fax', facts['fax']),\n    ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),\n    ...line('Company', facts['company']),\n    ...line('Job title', facts['jobTitle']),\n    ...line('Website', facts['website']),\n    ...line('Address', facts['address']),\n    ...line('Industry', facts['industry']),\n    ...line('Rating', facts['rating']),\n    ...line('Employees', facts['employees'] ?? ''),\n    ...line('Annual revenue', facts['annualRevenue']),\n    ...line('Lead source', facts['leadSource']),\n    ...line('Status', facts['status']),\n    ...line('Owner', facts['owner']),\n    ...line('Campaigns', words(facts['campaigns']).join(', ')),\n    ...line('Marketing email consent', facts['marketingConsent']),\n    ...line('Tags', words(facts['tags']).join(', ')),\n    ...line('Captured through', words(facts['sources']).join(', ')),\n    ...line('Captures', Number(facts['captures']) || ''),\n    ...line('First seen', facts['firstSeen']),\n    ...line('Last seen', facts['lastSeen']),\n    `Assigned to a teammate: ${facts['assigned'] === true ? 'yes' : 'no'}`,\n    `Converted to a contact: ${facts['converted'] === true ? 'yes' : 'no'}`,\n    ...line('Unqualified reason', facts['unqualifiedReason']),\n    ...customLines(facts['custom']),\n    ...line('Notes', facts['notes']),\n    ...timelineLines(facts['timeline']),\n    ...(list(facts['openTasks']).length ? taskLines(facts['openTasks']) : []),\n  ]\n}\n\n/**\n * The most characters a record's facts take in a request (AGL-3520) —\n * about six thousand tokens at the three characters a token the routing\n * ceilings are measured with. The CRM's own cuts keep a record well under\n * it; a record that holds everything at once is fitted by\n * {@link aiCrmFitFacts}, which shortens its long texts and drops no field.\n */\nexport const AI_CRM_FACTS_MAX_CHARS = 18_000\n\n/** The cuts {@link aiCrmFitFacts} tries in turn: notes, then each timeline text, then each custom value and task note. */\nconst FIT_STEPS = [\n  { notes: 300, text: 160, custom: 160 },\n  { notes: 160, text: 80, custom: 80 },\n  { notes: 80, text: 40, custom: 40 },\n] as const\n\nconst cut = (value: unknown, max: number): unknown =>\n  typeof value === 'string' && value.length > max ? `${value.slice(0, max - 1).trimEnd()}…` : value\n\n/**\n * The facts, fitted to {@link AI_CRM_FACTS_MAX_CHARS} as lines: unchanged\n * when they fit, otherwise with the long texts — the notes, each timeline\n * entry's text, each task's notes and each custom value — cut shorter step\n * by step. Every field stays; only how much of a long text is sent changes.\n */\nexport function aiCrmFitFacts(kind: AiCrmRecordKind, facts: Facts): Facts {\n  const size = (candidate: Facts) => aiCrmFactsLines(kind, candidate).join('\\n').length\n  if (size(facts) <= AI_CRM_FACTS_MAX_CHARS) return facts\n  let fitted: Facts = facts\n  for (const step of FIT_STEPS) {\n    fitted = {\n      ...facts,\n      notes: cut(facts['notes'], step.notes),\n      timeline: list(facts['timeline']).map((entry) => ({ ...entry, text: cut(entry['text'], step.text) })),\n      openTasks: list(facts['openTasks']).map((task) => ({ ...task, notes: cut(task['notes'], step.text) })),\n      custom: list(facts['custom']).map((field) => ({ ...field, value: cut(field['value'], step.custom) })),\n    }\n    if (size(fitted) <= AI_CRM_FACTS_MAX_CHARS) return fitted\n  }\n  return fitted\n}\n\n/**\n * The lines a prompt carries for a record: the whole record, fitted, when\n * the reader marked it {@link AI_CRM_WHOLE_RECORD_FIELD}; otherwise the\n * disclosed lines alone.\n */\nexport function aiCrmPromptFactsLines(kind: AiCrmRecordKind, facts: Facts): string[] {\n  return facts[AI_CRM_WHOLE_RECORD_FIELD] === true\n    ? aiCrmFactsLines(kind, aiCrmFitFacts(kind, facts))\n    : aiCrmDisclosedFactsLines(kind, facts)\n}\n\n/** The user turn for a record. */\nexport function aiCrmRecordPrompt(kind: AiCrmRecordKind, facts: Facts): string {\n  return [`Record: ${kind}`, ...aiCrmPromptFactsLines(kind, facts)].join('\\n')\n}\n\n/** The user turn for an email draft. */\nexport function aiCrmEmailPrompt(input: { kind: AiCrmRecordKind; facts: Facts; request: string }): string {\n  return [\n    `Record: ${input.kind}`,\n    `Merge fields: ${aiCrmEmailMergeFields(input.kind).map((key) => `{{${key}}}`).join(', ')}`,\n    `The team member asks: ${input.request.replace(/\\s+/g, ' ').trim().slice(0, AI_CRM_EMAIL_REQUEST_MAX_CHARS)}`,\n    '',\n    'Facts:',\n    ...aiCrmPromptFactsLines(input.kind, input.facts),\n  ].join('\\n')\n}\n\n/** The user turn for an import's columns. */\nexport function aiCrmMappingPrompt(input: {\n  collection: string\n  fields: readonly AiCrmImportField[]\n  columns: ReadonlyArray<{ header: string; shape: string }>\n}): string {\n  return [\n    `Import: ${input.collection}`,\n    'Fields (number: label, type):',\n    ...input.fields.map(\n      (field, index) => `- ${index}: ${field.label}, ${field.type}${field.required ? ', required' : ''}`,\n    ),\n    'Columns (number: header, shape):',\n    ...input.columns.map((column, index) => `- ${index}: ${column.header || '(no header)'}, ${column.shape}`),\n  ].join('\\n')\n}\n\n/* ------------------------------------------------------------------------ *\n * A record answer, asked once per timeline\n * ------------------------------------------------------------------------ */\n\n/**\n * A digest of the whole request a record answer is produced for. A hash of the\n * request, never of the answer, and nothing of the facts is recoverable from\n * it. The version tag strands every old key when what a key means changes.\n */\nexport function aiCrmRecordKey(input: {\n  kind: AiCrmRecordKind\n  id: string\n  hostId: string | null\n  model: string\n  prompt: string\n  system: readonly AiSystemBlock[]\n  tool: AiTool\n}): string {\n  const digest = createHash('sha256')\n  for (const part of [\n    'crm-record.v1',\n    input.kind,\n    input.id,\n    input.hostId ?? '',\n    input.model,\n    input.prompt,\n    ...input.system.map((block) => block.text),\n    JSON.stringify(input.tool),\n  ]) {\n    digest.update(`${part.length}:${part}\\u0000`)\n  }\n  return digest.digest('hex')\n}\n\n/** A kept answer about a record, as the reuse lookup reads it. */\nexport interface AiCrmAnswerCandidate {\n  jobId: string\n  hostId: string | null\n  task: string\n  key: string | null\n  createdAtMs: number | null\n  proposal: AiCrmProposal | null\n}\n\nexport type AiCrmAnswerFinder = (\n  orgId: string,\n  key: string,\n  firestore?: FirebaseFirestore.Firestore,\n) => Promise<AiCrmAnswerCandidate[]>\n\nconst millis = (value: unknown): number | null => {\n  if (value instanceof Date) return value.getTime()\n  const toMillis = (value as { toMillis?: () => number } | null)?.toMillis\n  return typeof toMillis === 'function' ? toMillis.call(value) : null\n}\n\n/**\n * The finder the step uses in production: one equality on the request key\n * inside the org's kept answers. Firestore's automatic single-field index\n * answers it, so no composite index is deployed; the site and the window are\n * applied in memory.\n */\nexport const findAiCrmAnswersByKey: AiCrmAnswerFinder = async (orgId, key, firestore) => {\n  if (!firestore) return []\n  const snapshot = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection(AI_CRM_ANSWERS_COLLECTION)\n    .where('key', '==', key)\n    .limit(AI_CRM_REUSE_CANDIDATES)\n    .get()\n  return snapshot.docs.map((doc) => {\n    const data = (doc.data() ?? {}) as Partial<AiCrmAnswerRecord>\n    return {\n      jobId: doc.id,\n      hostId: data.hostId ?? null,\n      task: String(data.task ?? ''),\n      key: data.key ?? null,\n      createdAtMs: millis(data.createdAt),\n      proposal: readAiCrmProposal(data.proposal),\n    }\n  })\n}\n\n/** The newest answer another job kept for the same request, inside the window. */\nexport function aiReusableCrmRecord(\n  candidates: readonly AiCrmAnswerCandidate[],\n  context: { jobId: string; hostId: string | null; key: string; now: Date },\n): { jobId: string; proposal: AiCrmRecordProposal } | null {\n  const floor = context.now.getTime() - AI_CRM_REUSE_WINDOW_MS\n  let best: { jobId: string; proposal: AiCrmRecordProposal; at: number } | null = null\n  for (const candidate of candidates) {\n    if (candidate.jobId === context.jobId || candidate.task !== 'record') continue\n    if (candidate.hostId !== context.hostId || candidate.key !== context.key) continue\n    if (candidate.proposal?.kind !== 'record') continue\n    const at = candidate.createdAtMs ?? 0\n    if (at < floor) continue\n    if (!best || at > best.at) best = { jobId: candidate.jobId, proposal: candidate.proposal, at }\n  }\n  return best ? { jobId: best.jobId, proposal: best.proposal } : null\n}\n\n/* ------------------------------------------------------------------------ *\n * Admission\n * ------------------------------------------------------------------------ */\n\nexport interface AiCrmAdmissionDeps {\n  readerFor?: AiCrmReaderLookup\n  now?: () => Date\n}\n\n/**\n * Whether a `crm` job may start here for this member; `null` admits it: its\n * inputs name a record or an import, and the CRM would let the member read it\n * ({@link aiCrmAccessRefusal}). Asked at the create door before the job\n * exists, so a refusal spends nothing. A door that names no member asks\n * nothing of the reader.\n */\nexport async function aiCrmAdmissionRefusal(\n  context: Parameters<AiJobAdmission>[0],\n  deps: AiCrmAdmissionDeps = {},\n): Promise<AiJobAdmissionRefusal | null> {\n  const request = parseAiCrmRequest(context.inputs)\n  if (typeof request === 'string') return { status: 400, error: request }\n  return aiCrmAccessRefusal({\n    firestore: context.firestore,\n    orgId: context.orgId,\n    hostId: context.hostId ?? null,\n    ...aiCrmFactsResource(request),\n    org: context.org,\n    uid: context.uid,\n    ...(deps.readerFor ? { readerFor: deps.readerFor } : {}),\n    now: deps.now?.() ?? new Date(),\n  })\n}\n\nexport const aiCrmJobAdmission: AiJobAdmission = (context) => aiCrmAdmissionRefusal(context)\n\n/* ------------------------------------------------------------------------ *\n * The runner\n * ------------------------------------------------------------------------ */\n\nexport interface AiJobCrmStepDeps {\n  readerFor?: AiCrmReaderLookup\n  /** The reuse lookup; specs hand in a fake, and `null` turns reuse off. */\n  findAnswersByKey?: AiCrmAnswerFinder | null\n}\n\nfunction modelOf(context: AiJobStepContext): string {\n  return context.modelFor?.('job.crm') ?? aiModelForStep('job.crm')\n}\n\n/** An answer as the step hands it to be kept; the job's ids and the clock are added. */\ntype AiCrmAnswerToKeep = Pick<AiCrmAnswerRecord, 'task' | 'resource' | 'recordId' | 'proposal' | 'key'>\n\n/** What a step spent, whatever outputs it goes on to name. */\ntype AiCrmSpent = Omit<AiJobStepOutcome, 'outputs'>\n\n/**\n * Keeps an answer at `orgs/{orgId}/aiCrmAnswers/{jobId}`, which no client may\n * read, on its own clock.\n */\nasync function keepAiCrmAnswer(context: AiJobStepContext, answer: AiCrmAnswerToKeep): Promise<void> {\n  const { job, now, firestore } = context\n  const record = JSON.parse(\n    JSON.stringify({ jobId: job.$id, orgId: job.orgId, hostId: job.hostId ?? null, createdBy: job.createdBy, ...answer }),\n  ) as AiCrmAnswerRecord\n  await firestore\n    .collection('orgs')\n    .doc(job.orgId)\n    .collection(AI_CRM_ANSWERS_COLLECTION)\n    .doc(job.$id)\n    .set({ ...record, createdAt: now, expiresAt: aiCrmAnswerExpiry(now) })\n}\n\nexport function createAiJobCrmStep(deps: AiJobCrmStepDeps = {}): AiJobStepRunner {\n  const readerFor = deps.readerFor ?? pluginRecordFactsReader\n  const findAnswersByKey = deps.findAnswersByKey === undefined ? findAiCrmAnswersByKey : deps.findAnswersByKey\n  return async (context): Promise<AiJobStepOutcome> => {\n    const { job, now, signal, firestore } = context\n    const model = modelOf(context)\n    const request = parseAiCrmRequest(job.inputs)\n    if (typeof request === 'string') return { ...aiUnspentOutcome(model), failure: request }\n    const { resource, id } = aiCrmFactsResource(request)\n    const found = readerFor(resource)\n    if (!found || found.pluginId !== AI_CRM_PLUGIN_ID) {\n      return { ...aiUnspentOutcome(model), failure: AI_CRM_UNAVAILABLE_COPY }\n    }\n    let facts: Facts\n    try {\n      const read = await found.reader.read({\n        orgId: job.orgId,\n        hostId: job.hostId ?? null,\n        id,\n        // The job's creator: the CRM reads the record as the member who asked.\n        uid: job.createdBy,\n        org: (context.org as Record<string, unknown> | null | undefined) ?? null,\n        now,\n      })\n      if (read.ok === false) return { ...aiUnspentOutcome(model), failure: read.error }\n      facts = read.facts\n    } catch (error) {\n      console.error('ai crm facts read failed', { orgId: job.orgId, jobId: job.$id, resource, error })\n      return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n    }\n    const maxTokens = AI_JOB_CRM_STEP_BUDGET.maxTokens(model)\n    const hostId = job.hostId ?? null\n\n    // Keeps the answer, then names it on the job. A keep that fails fails the\n    // step as spent: the tokens were used, and there is nothing to show.\n    const keep = async (\n      spent: AiCrmSpent,\n      answer: AiCrmAnswerToKeep,\n      output: { id: string; label: string; ref: AiCrmOutputRef },\n    ): Promise<AiJobStepOutcome> => {\n      try {\n        await keepAiCrmAnswer(context, answer)\n      } catch (error) {\n        console.error('ai crm answer keep failed', { orgId: job.orgId, jobId: job.$id, error })\n        return { ...spent, outputs: [], failure: AI_CRM_KEEP_FAILURE_COPY }\n      }\n      return {\n        ...spent,\n        outputs: [{ resource: 'crm', id: output.id, hostId, label: output.label, proposal: { ...output.ref } }],\n      }\n    }\n\n    if (request.task === 'record') {\n      const { kind } = request.record\n      if (facts['record'] !== kind) return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n      const instructions = aiCrmRecordInstructions(kind)\n      const tool = aiCrmRecordTool(kind)\n      const prompt = aiCrmRecordPrompt(kind, facts)\n      const key = aiCrmRecordKey({\n        kind,\n        id,\n        hostId,\n        model,\n        prompt,\n        system: aiDoctrineSystemBlocks(undefined, {\n          instructions,\n          scope: aiDoctrineScopeFor(AI_CRM_GENERATION_KINDS.record),\n        }),\n        tool,\n      })\n      const output = { id: AI_CRM_OUTPUT_IDS.record(kind, id), label: OUTPUT_LABELS.record, ref: { kind: 'record', record: { kind, id } } } as const\n      // Reuse before asking: an answer kept for the same key is the same\n      // request, so the member reads it again at no cost.\n      const reused = findAnswersByKey\n        ? aiReusableCrmRecord(await findAnswersByKey(job.orgId, key, firestore).catch(() => []), {\n            jobId: job.$id,\n            hostId,\n            key,\n            now,\n          })\n        : null\n      if (reused) {\n        return keep(\n          aiUnspentOutcome(model),\n          { task: 'record', resource, recordId: id, key, proposal: { ...reused.proposal, reusedFrom: reused.jobId } },\n          output,\n        )\n      }\n      const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.record, {\n        step: 'job.crm',\n        model,\n        instructions,\n        messages: [{ role: 'user', content: prompt }],\n        tool,\n        maxTokens,\n        ...(signal ? { signal } : {}),\n        check: (answer) => checkAiCrmRecord(answer, aiCrmRecordCheckContext(kind, facts)),\n      })\n      const spent = aiGenerationSpent(generation)\n      if (generation.status === 'refused') return { ...spent, refused: true }\n      if (generation.status === 'needs_input') return { ...spent, failure: generation.message }\n      const proposal: AiCrmRecordProposal = {\n        kind: 'record',\n        record: { kind, id },\n        summary: generation.value.summary,\n        nextStep: generation.value.nextStep,\n        stage: generation.value.stage,\n        standing: generation.value.standing,\n        asOf: now.toISOString().slice(0, 10),\n      }\n      return keep(spent, { task: 'record', resource, recordId: id, key, proposal }, output)\n    }\n\n    if (request.task === 'email') {\n      const { kind } = request.record\n      if (facts['record'] !== kind) return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n      const mergeFields = aiCrmEmailMergeFields(kind)\n      const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.email, {\n        step: 'job.crm',\n        model,\n        instructions: AI_CRM_EMAIL_INSTRUCTIONS,\n        messages: [{ role: 'user', content: aiCrmEmailPrompt({ kind, facts, request: job.brief }) }],\n        tool: AI_CRM_EMAIL_TOOL,\n        maxTokens,\n        ...(signal ? { signal } : {}),\n        check: (answer) => checkAiCrmEmail(answer, { mergeFields }),\n      })\n      const spent = aiGenerationSpent(generation)\n      if (generation.status === 'refused') return { ...spent, refused: true }\n      if (generation.status === 'needs_input') return { ...spent, failure: generation.message }\n      const proposal: AiCrmEmailProposal = {\n        kind: 'email',\n        record: { kind, id },\n        subject: generation.value.subject,\n        body: generation.value.body,\n      }\n      return keep(\n        spent,\n        { task: 'email', resource, recordId: id, key: null, proposal },\n        { id: AI_CRM_OUTPUT_IDS.email(kind, id), label: OUTPUT_LABELS.email, ref: { kind: 'email', record: { kind, id } } },\n      )\n    }\n\n    const fields = aiCrmImportFields(facts)\n    if (facts['record'] !== 'import' || !fields.length) {\n      return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n    }\n    const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.mapping, {\n      step: 'job.crm',\n      model,\n      instructions: AI_CRM_MAPPING_INSTRUCTIONS,\n      messages: [\n        {\n          role: 'user',\n          content: aiCrmMappingPrompt({ collection: request.collection, fields, columns: request.columns }),\n        },\n      ],\n      tool: AI_CRM_MAPPING_TOOL,\n      maxTokens,\n      ...(signal ? { signal } : {}),\n      check: (answer) => checkAiCrmMapping(answer, { columns: request.columns, fields }),\n    })\n    const spent = aiGenerationSpent(generation)\n    if (generation.status === 'refused') return { ...spent, refused: true }\n    if (generation.status === 'needs_input') return { ...spent, failure: generation.message }\n    const proposal: AiCrmMappingProposal = {\n      kind: 'mapping',\n      collection: request.collection,\n      matches: generation.value,\n      columns: request.columns.length,\n    }\n    return keep(\n      spent,\n      { task: 'mapping', resource, recordId: request.collection, key: null, proposal },\n      {\n        id: AI_CRM_OUTPUT_IDS.mapping(request.collection),\n        label: OUTPUT_LABELS.mapping,\n        ref: { kind: 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+{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/jobs/ai-job-crm-step.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\nimport { createHash } from 'node:crypto'\nimport { pluginRecordFactsReader } from '@aglyn/aglyn/plugin-manager/plugin-record-facts'\nimport {\n  AI_CRM_ANSWER_RETENTION_DAYS,\n  AI_CRM_ANSWERS_COLLECTION,\n  AI_CRM_EMAIL_REQUEST_MAX_CHARS,\n  AI_CRM_OUTPUT_IDS,\n  AI_CRM_PLUGIN_ID,\n  aiCrmAnswerExpiry,\n  parseAiCrmRequest,\n  readAiCrmProposal,\n  type AiCrmAnswerRecord,\n  type AiCrmEmailProposal,\n  type AiCrmMappingProposal,\n  type AiCrmOutputRef,\n  type AiCrmProposal,\n  type AiCrmRecordKind,\n  type AiCrmRecordProposal,\n} from '../model/ai-crm'\nimport { AI_STEP_TIERS } from '../providers/catalog'\nimport type { AiTool } from '../providers/contract'\nimport { AI_ROUTING_TABLE, aiModelForStep, aiRouteSettings } from '../providers/routing'\nimport { aiDoctrineScopeFor, aiDoctrineSystemBlocks, runValidatedGeneration } from '../runtime/ai-doctrine'\nimport type { AiSystemBlock } from '../runtime/ai-runtime'\nimport {\n  AI_CRM_EMAIL_TOOL,\n  AI_CRM_EMAIL_TOOL_NAME,\n  AI_CRM_MAPPING_TOOL,\n  AI_CRM_MAPPING_TOOL_NAME,\n  AI_CRM_RECORD_TOOL_NAME,\n  aiCrmEmailMergeFields,\n  aiCrmImportFields,\n  aiCrmRecordCheckContext,\n  aiCrmRecordTool,\n  checkAiCrmEmail,\n  checkAiCrmMapping,\n  checkAiCrmRecord,\n  type AiCrmImportField,\n} from '../tools/ai-crm-tool'\nimport {\n  AI_CRM_UNAVAILABLE_COPY,\n  aiCrmAccessRefusal,\n  aiCrmFactsResource,\n  type AiCrmReaderLookup,\n} from './ai-crm-access'\nimport { registerAiJobAdmission, type AiJobAdmission, type AiJobAdmissionRefusal } from './ai-job-admission'\nimport { aiJobStepBudget } from './ai-job-budget'\nimport { aiGenerationSpent, aiUnspentOutcome } from './ai-job-generation'\nimport type { AiJobStepContext, AiJobStepOutcome, AiJobStepRunner } from './ai-job-text-step'\nimport { registerAiJobStep } from './ai-jobs'\n\n/**\n * The `crm` step (AGL-2917): CRM by AI, as proposals.\n *\n * `inputs.task` says what the job is asked (`model/ai-crm.ts`):\n *\n * - `record` — one contact, company, deal or lead (`record`, `recordId`): a\n *   summary, the next step as a task, a deal's stage, a lead's standing;\n * - `email` — a draft for the CRM composer, from what the member asked for\n *   (the brief) and the record's facts;\n * - `mapping` — an import's columns (`collection`, `columns`) matched to the\n *   fields the CRM's import fills.\n *\n * ## The CRM decides what is read\n *\n * The step never reads a CRM document. It asks the CRM's readers on the core's\n * record-facts seam for the job's creator, and the CRM applies its own rules —\n * the member's reach and `data.manage`, the plan, the record's visibility on\n * the site — and reports the facts it chooses to. The admission below asks the\n * same reader before the job exists, beside what an in-process call skips of\n * the plugin API dispatcher: the CRM switched on and released where the job\n * runs. A mapping sends the file's headers and each column's shape, never a\n * cell.\n *\n * ## It writes no CRM record\n *\n * The CRM's task form, stage route, composer and import drawer are the\n * writes, and a member makes each one. No email is sent by a job.\n *\n * ## The answer is kept apart from the job\n *\n * Every member of a workspace may read its jobs, and not every member may\n * read every record. So a job's output names only the question — which\n * record, which import — and the answer is kept at\n * `orgs/{orgId}/aiCrmAnswers/{jobId}`, which no client may read, for two\n * weeks (`AI_CRM_ANSWER_RETENTION_DAYS`). The answer door\n * (`server/ai-crm-answer.ts`) serves it to a member the CRM still lets read\n * the record, asking the same reader again.\n *\n * ## A summary is asked once per timeline\n *\n * A record answer is keyed on the whole request — the record, the site, the\n * model, the rules, the tool and the facts as the CRM reported them — and a\n * later job whose key matches a kept answer reuses it and spends nothing.\n * The facts change exactly when something the model was told changes, so an\n * unchanged record is never asked twice while its answer is kept.\n */\n\n/**\n * ASSUMED: the step's own round trips — the facts read (the record and its\n * three windowed queries, in parallel), a record's reuse lookup, and the\n * answer's write.\n */\nexport const AI_CRM_FACTS_READS_MS = 1_500\n\n/**\n * The step's time (AGL-3035): one generation and its re-ask on the tier\n * `job.crm` is served from, after the facts read, with no site inventory and\n * so no lookup round. It fits an inline door's budget, so a member who asks on\n * a record page is answered in the request.\n */\nexport const AI_JOB_CRM_STEP_BUDGET = aiJobStepBudget({\n  tier: AI_STEP_TIERS['job.crm'],\n  maxTokens: AI_ROUTING_TABLE['job.crm'].maxTokens,\n  lookups: 0,\n  ownReadsMs: AI_CRM_FACTS_READS_MS,\n})\n\n/** The least time one CRM step needs before it starts. */\nexport const AI_JOB_CRM_STEP_MINIMUM_MS = AI_JOB_CRM_STEP_BUDGET.minimumMs\n\n/** Kept answers to one request a reuse lookup reads. */\nexport const AI_CRM_REUSE_CANDIDATES = 20\n\n/** How long a record answer stays reusable, beside its facts being unchanged: as long as it is kept. */\nexport const AI_CRM_REUSE_WINDOW_MS = AI_CRM_ANSWER_RETENTION_DAYS * 24 * 60 * 60_000\n\nexport const AI_CRM_FACTS_FAILURE_COPY = 'The CRM record could not be read. Try again.'\nexport const AI_CRM_KEEP_FAILURE_COPY = 'The answer could not be kept. Try again.'\n\n/** The generation kinds the step asks under, which the doctrine states only its field rules to. */\nexport const AI_CRM_GENERATION_KINDS = {\n  record: 'crm-record',\n  email: 'crm-email',\n  mapping: 'crm-mapping',\n} as const\n\nconst OUTPUT_LABELS = {\n  record: 'CRM summary',\n  email: 'CRM email draft',\n  mapping: 'Import column matches',\n} as const\n\ntype Facts = Readonly<Record<string, unknown>>\n\n/* ------------------------------------------------------------------------ *\n * The rules\n * ------------------------------------------------------------------------ */\n\nconst WRITE_ONLY_FROM_FACTS =\n  'Write only from the facts. Never invent an event, a date, an amount, a name or a promise the facts do not state, and write dates as the facts do.'\n\nconst NEXT_STEP_RULE =\n  'nextStep: the one task that should come next, or null when an open task already covers it or nothing is worth doing. Its title starts with a verb, and its reason names the fact behind it.'\n\nconst LANGUAGE_RULE = 'Write in the language of the facts’ notes and timeline.'\n\nfunction rulesBlock(opening: string, toolName: string, rules: readonly string[]): AiSystemBlock[] {\n  return [\n    {\n      text:\n        `${opening}\\n\\n` +\n        `Answer by calling ${toolName} exactly once. A reply in prose cannot be used.\\n\\n` +\n        `Rules:\\n${rules.map((rule) => `- ${rule}`).join('\\n')}`,\n      cacheBreakpoint: true,\n    },\n  ]\n}\n\n/**\n * The rules for a record of one kind. Each kind is sent the rules its tool can\n * be refused for, and no others: on a model that caches no prompt this short,\n * a rule a request cannot break is paid for on every request.\n */\nexport function aiCrmRecordInstructions(kind: AiCrmRecordKind): AiSystemBlock[] {\n  const opening = `You help a small business's team work its customer records. You are given one ${kind} a team member opened, as facts read from their CRM.`\n  const rules =\n    kind === 'lead'\n      ? [\n          WRITE_ONLY_FROM_FACTS,\n          'summary: two sentences at most: how the lead came in, what it did, and when it was last seen.',\n          'standing: two sentences at most on why the lead stands where it does: its status, how it came in, and how often and how recently it was active. There is no lead score; never give one.',\n          LANGUAGE_RULE,\n        ]\n      : [\n          WRITE_ONLY_FROM_FACTS,\n          `summary: two sentences at most: when the ${kind} was last in touch and how, and what is still open.`,\n          NEXT_STEP_RULE,\n          ...(kind === 'deal'\n            ? [\n                'stage: the open stage the deal should move to, by its id in the facts, only when the timeline shows the deal has moved there; otherwise null, and always null for a deal that is won or lost. Never propose winning or losing a deal.',\n              ]\n            : []),\n          LANGUAGE_RULE,\n        ]\n  return rulesBlock(opening, AI_CRM_RECORD_TOOL_NAME, rules)\n}\n\nexport const AI_CRM_EMAIL_INSTRUCTIONS: AiSystemBlock[] = rulesBlock(\n  'You draft a one-to-one email that a team member reviews, edits and sends themselves from a customer record in their CRM. Nothing is sent until they press Send.',\n  AI_CRM_EMAIL_TOOL_NAME,\n  [\n    'Write what the team member asks for, from the record’s facts. Never invent a price, a date, an offer, a meeting time or a promise that neither states.',\n    'body: plain text in short paragraphs separated by a blank line, with no markdown, no links and no signature block beyond the sign-off.',\n    'Greet the person and sign off only with the merge fields the request lists, written exactly as listed. Use no other merge field.',\n    'Never write an email address or a phone number.',\n    'Write in the language of the team member’s request.',\n  ],\n)\n\nexport const AI_CRM_MAPPING_INSTRUCTIONS: AiSystemBlock[] = rulesBlock(\n  'You match the columns of a spreadsheet a team member is importing into their CRM to the fields the import fills. You are given each column’s header and the shape of its values, never the values.',\n  AI_CRM_MAPPING_TOOL_NAME,\n  [\n    'Match a column only to a field the request lists, both by their numbers, and only when the column’s header says it holds that field. Leave out a column no field fits.',\n    'A field takes at most one column, and a column one field.',\n    'A column’s shape must suit its field: an email field takes an email column; a phone field a phone or number column; a number, date or yes-no field a column of that shape. Only an email field takes an email column. An empty column takes any field its header names.',\n  ],\n)\n\n/* ------------------------------------------------------------------------ *\n * The facts, as the model reads them\n * ------------------------------------------------------------------------ */\n\nconst text = (value: unknown): string => (typeof value === 'string' ? value : '')\nconst list = (value: unknown): Array<Record<string, unknown>> =>\n  Array.isArray(value) ? value.filter((entry): entry is Record<string, unknown> => Boolean(entry) && typeof entry === 'object') : []\nconst words = (value: unknown): string[] => (Array.isArray(value) ? value.map(text).filter(Boolean) : [])\n\nfunction line(label: string, value: unknown): string[] {\n  const shown = typeof value === 'number' ? String(value) : text(value)\n  return shown ? [`${label}: ${shown}`] : []\n}\n\nfunction timelineLines(value: unknown): string[] {\n  const entries = list(value)\n  if (!entries.length) return ['Timeline: nothing logged or captured yet']\n  return [\n    'Timeline, newest first:',\n    ...entries.map((entry) => {\n      const detail = [\n        text(entry['direction']),\n        entry['from'] ? `from ${text(entry['from'])}` : '',\n        entry['to'] ? `to ${text(entry['to'])}` : '',\n        text(entry['delivery']),\n        text(entry['outcome']),\n      ].filter(Boolean)\n      const subject = text(entry['subject'])\n      return (\n        `- ${text(entry['on'])} ${text(entry['kind'])}` +\n        (detail.length ? ` (${detail.join(', ')})` : '') +\n        (subject || entry['text'] ? ':' : '') +\n        (subject ? ` \"${subject}\"` : '') +\n        (text(entry['text']) ? ` ${text(entry['text'])}` : '')\n      )\n    }),\n  ]\n}\n\nfunction taskLines(value: unknown): string[] {\n  const tasks = list(value)\n  if (!tasks.length) return ['Open tasks: none']\n  return [\n    'Open tasks:',\n    ...tasks.map(\n      (task) =>\n        `- ${text(task['title'])} (${[\n          text(task['kind']),\n          `${text(task['priority']) || 'normal'} priority`,\n          ...(task['status'] ? [text(task['status'])] : []),\n          task['due'] ? `due ${text(task['due'])}` : 'no due date',\n          ...(task['overdue'] === true ? ['overdue'] : []),\n          ...(task['assignee'] ? [`assigned to ${text(task['assignee'])}`] : []),\n        ].join(', ')})` + (task['notes'] ? `: ${text(task['notes'])}` : ''),\n    ),\n  ]\n}\n\nfunction dealLines(value: unknown): string[] {\n  const deals = list(value)\n  if (!deals.length) return ['Deals: none']\n  return [\n    'Deals:',\n    ...deals.map(\n      (deal) =>\n        `- ${text(deal['title'])}: ${[\n          text(deal['stage']),\n          text(deal['status']),\n          text(deal['amount']),\n          deal['expectedClose'] ? `expected to close ${text(deal['expectedClose'])}` : '',\n        ]\n          .filter(Boolean)\n          .join(', ')}`,\n    ),\n  ]\n}\n\n/** The record's custom field values under their labels (AGL-3520). */\nfunction customLines(value: unknown): string[] {\n  const fields = list(value).filter((field) => text(field['label']) && text(field['value']))\n  return fields.length\n    ? ['Custom fields:', ...fields.map((field) => `- ${text(field['label'])}: ${text(field['value'])}`)]\n    : []\n}\n\nconst yesNo = (label: string, value: unknown): string[] => (value === true ? [label] : [])\n\n/**\n * A record's facts as the CRM's reader marks them when it answered the whole\n * record (AGL-3520): `wholeRecord: true`, set only while the organization has\n * `release_crm_assist_whole_record` on. Absent, the facts are the disclosed\n * ones and are written by {@link aiCrmDisclosedFactsLines}.\n */\nexport const AI_CRM_WHOLE_RECORD_FIELD = 'wholeRecord'\n\n/** Keeps only `keys` of each entry: the disclosed writer's allow-list for nested rows. */\nconst only = (value: unknown, keys: readonly string[]): Array<Record<string, unknown>> =>\n  list(value).map((entry) => Object.fromEntries(keys.filter((key) => key in entry).map((key) => [key, entry[key]])))\n\n/** What the disclosed writer reads of a timeline entry: never who an email was from or to. */\nconst DISCLOSED_TIMELINE_KEYS = ['on', 'kind', 'direction', 'subject', 'text', 'outcome', 'delivery'] as const\n/** What the disclosed writer reads of an open task: never its assignee, status or notes. */\nconst DISCLOSED_TASK_KEYS = ['title', 'kind', 'priority', 'due', 'overdue'] as const\n\n/**\n * The facts as lines of text while the published pages describe the narrow\n * set: only the fields named here are written, whatever else a reader\n * reports, so what reaches a prompt is decided in two places that both have\n * to agree — the CRM's disclosed builders and this list. A company's account\n * fields beyond its headcount, and a lead's profile fields, stay out of the\n * prompt as they always have.\n */\nexport function aiCrmDisclosedFactsLines(kind: AiCrmRecordKind, facts: Facts): string[] {\n  const timeline = timelineLines(only(facts['timeline'], DISCLOSED_TIMELINE_KEYS))\n  const openTasks = taskLines(only(facts['openTasks'], DISCLOSED_TASK_KEYS))\n  if (kind === 'contact') {\n    const orders = Number(facts['orders']) || 0\n    return [\n      ...line('Contact', facts['name']),\n      ...line('Salutation', facts['salutation']),\n      ...line('Job title', facts['jobTitle']),\n      ...line('Department', facts['department']),\n      // A request the person made, which a drafted next step must respect (AGL-3515).\n      ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),\n      ...line('Company', facts['company']),\n      ...line('Lifecycle stage', facts['lifecycleStage']),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('Came in through', words(facts['sources']).join(', ')),\n      ...(orders ? [`Orders: ${orders}${facts['lastPurchase'] ? `, the last on ${text(facts['lastPurchase'])}` : ''}`] : []),\n      ...line('In the CRM since', facts['since']),\n      ...line('Last opened or clicked an email', facts['lastEmailEngagement']),\n      ...line('Notes', facts['notes']),\n      ...timeline,\n      ...openTasks,\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'company') {\n    return [\n      ...line('Company', facts['name']),\n      ...line('Domain', facts['domain']),\n      ...line('Industry', facts['industry']),\n      ...line('Employees', facts['employees'] ?? ''),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('People in the CRM', facts['people']),\n      ...line('In the CRM since', facts['since']),\n      ...line('Notes', facts['notes']),\n      ...timeline,\n      ...openTasks,\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'deal') {\n    const stages = list(facts['stages'])\n    const withWhom = [text(facts['contact']), text(facts['company'])].filter(Boolean).join(' at ')\n    return [\n      ...line('Deal', facts['title']),\n      ...line('Pipeline', facts['pipeline']),\n      ...line('Status', facts['status']),\n      ...line('Stage', facts['stage'] ? `${text(facts['stage'])} (id ${text(facts['stageId'])})` : ''),\n      ...line('Stages in order', stages.map((stage) => `${text(stage['id'])} \"${text(stage['name'])}\" (${text(stage['kind'])})`).join('; ')),\n      ...line('In this stage since', facts['inStageSince']),\n      ...line('Amount', facts['amount']),\n      // Salesforce's Opportunity fields (AGL-3516).\n      ...line('Probability', typeof facts['probability'] === 'number' ? `${facts['probability']}%` : ''),\n      ...line('Forecast category', facts['forecastCategory']),\n      ...line('Type', facts['type']),\n      ...line('Lead source', facts['leadSource']),\n      ...line('Next step', facts['nextStep']),\n      ...line('Expected to close', facts['expectedClose']),\n      ...line('Lost reason', facts['lostReason']),\n      ...line('With', withWhom),\n      ...contactRoleLines(facts['contactRoles']),\n      ...line('Products on the deal', typeof facts['products'] === 'number' ? facts['products'] || '' : ''),\n      ...line('In the CRM since', facts['since']),\n      ...line('Notes', facts['notes']),\n      ...timeline,\n      ...openTasks,\n    ]\n  }\n  return [\n    ...line('Lead', facts['name']),\n    ...line('Status', facts['status']),\n    ...line('Captured through', words(facts['sources']).join(', ')),\n    ...line('Captures', Number(facts['captures']) || ''),\n    ...line('First seen', facts['firstSeen']),\n    ...line('Last seen', facts['lastSeen']),\n    `Assigned to a teammate: ${facts['assigned'] === true ? 'yes' : 'no'}`,\n    `Converted to a contact: ${facts['converted'] === true ? 'yes' : 'no'}`,\n    ...line('Unqualified reason', facts['unqualifiedReason']),\n    ...line('Notes', facts['notes']),\n    ...timeline,\n  ]\n}\n\n/** Every contact on a deal and the part each plays (AGL-3521), by name. */\nfunction contactRoleLines(value: unknown): string[] {\n  return line(\n    'Contact roles',\n    list(value)\n      .map((row) => {\n        const part = [text(row['role']), row['primary'] === true ? 'Primary' : ''].filter(Boolean).join(', ')\n        return part ? `${text(row['name'])} (${part})` : text(row['name'])\n      })\n      .join('; '),\n  )\n}\n\n/**\n * The facts as lines of text: the WHOLE record the CRM reports (AGL-3520) —\n * every standard field, its contact details and addresses, its picklist\n * labels, its custom fields under their labels, its consent, notes,\n * timeline, open tasks and deals. A field the record does not hold writes\n * no line. The CRM's builders decide what a record is; nothing here drops a\n * field they report, and no reader reports a token, an account identifier\n * or a record id beyond a stage's.\n */\nexport function aiCrmFactsLines(kind: AiCrmRecordKind, facts: Facts): string[] {\n  if (kind === 'contact') {\n    const orders = Number(facts['orders']) || 0\n    return [\n      ...line('Contact', facts['name']),\n      ...line('Salutation', facts['salutation']),\n      ...line('First name', facts['firstName']),\n      ...line('Last name', facts['lastName']),\n      ...line('Email', words(facts['emails']).join(', ')),\n      ...line('Phone', facts['phone']),\n      ...line('Mobile phone', facts['mobilePhone']),\n      ...line('Home phone', facts['homePhone']),\n      ...line('Other phone', facts['otherPhone']),\n      ...line('Fax', facts['fax']),\n      // A request the person made, which a drafted next step must respect (AGL-3515).\n      ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),\n      ...line('Job title', facts['jobTitle']),\n      ...line('Department', facts['department']),\n      ...line('Company', facts['company']),\n      ...line('Reports to', facts['reportsTo']),\n      ...line('Assistant', facts['assistant']),\n      ...line('Assistant phone', facts['assistantPhone']),\n      ...line('Birthdate', facts['birthdate']),\n      ...line('Mailing address', facts['mailingAddress']),\n      ...line('Other address', facts['otherAddress']),\n      ...line('Lifecycle stage', facts['lifecycleStage']),\n      ...line('Lead source', facts['leadSource']),\n      ...line('Owner', facts['owner']),\n      ...line('Marketing email consent', facts['marketingConsent']),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('Came in through', words(facts['sources']).join(', ')),\n      ...(orders ? [`Orders: ${orders}${facts['lastPurchase'] ? `, the last on ${text(facts['lastPurchase'])}` : ''}`] : []),\n      ...line('In the CRM since', facts['since']),\n      ...line('Last opened or clicked an email', facts['lastEmailEngagement']),\n      ...customLines(facts['custom']),\n      ...line('Notes', facts['notes']),\n      ...timelineLines(facts['timeline']),\n      ...taskLines(facts['openTasks']),\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'company') {\n    return [\n      ...line('Company', facts['name']),\n      ...line('Domain', facts['domain']),\n      ...line('Website', facts['website']),\n      ...line('Phone', facts['phone']),\n      ...line('Fax', facts['fax']),\n      // Salesforce's Account fields (AGL-3514).\n      ...line('Type', facts['type']),\n      ...line('Industry', facts['industry']),\n      ...line('Rating', facts['rating']),\n      ...line('Ownership', facts['ownership']),\n      ...line('Account source', facts['accountSource']),\n      ...line('Employees', facts['employees'] ?? ''),\n      ...line('Annual revenue', facts['annualRevenue']),\n      ...line('Account number', facts['accountNumber']),\n      ...line('Account site', facts['site']),\n      ...line('Ticker symbol', facts['tickerSymbol']),\n      ...line('SIC code', facts['sicCode']),\n      ...line('Billing address', facts['billingAddress']),\n      ...line('Shipping address', facts['shippingAddress']),\n      ...line('Parent company', facts['parentCompany']),\n      ...line('Owner', facts['owner']),\n      ...line('Tags', words(facts['tags']).join(', ')),\n      ...line('People in the CRM', facts['people']),\n      ...line('In the CRM since', facts['since']),\n      ...customLines(facts['custom']),\n      ...line('Notes', facts['notes']),\n      ...timelineLines(facts['timeline']),\n      ...taskLines(facts['openTasks']),\n      ...dealLines(facts['deals']),\n    ]\n  }\n  if (kind === 'deal') {\n    const stages = list(facts['stages'])\n    const products = list(facts['products'])\n    const withWhom = [text(facts['contact']), text(facts['company'])].filter(Boolean).join(' at ')\n    return [\n      ...line('Deal', facts['title']),\n      ...line('Pipeline', facts['pipeline']),\n      ...line('Status', facts['status']),\n      ...line('Stage', facts['stage'] ? `${text(facts['stage'])} (id ${text(facts['stageId'])})` : ''),\n      ...line('Stages in order', stages.map((stage) => `${text(stage['id'])} \"${text(stage['name'])}\" (${text(stage['kind'])})`).join('; ')),\n      ...line('In this stage since', facts['inStageSince']),\n      ...line('Amount', facts['amount']),\n      // Salesforce's Opportunity fields (AGL-3516).\n      ...line('Probability', typeof facts['probability'] === 'number' ? `${facts['probability']}%` : ''),\n      ...line('Forecast category', facts['forecastCategory']),\n      ...line('Type', facts['type']),\n      ...line('Lead source', facts['leadSource']),\n      ...line('Campaign', facts['campaign']),\n      ...line('Next step', facts['nextStep']),\n      ...line('Expected to close', facts['expectedClose']),\n      ...line('Lost reason', facts['lostReason']),\n      ...line('With', withWhom),\n      ...line('Owner', facts['owner']),\n      ...contactRoleLines(facts['contactRoles']),\n      ...(products.length\n        ? [\n            'Products:',\n            ...products.map(\n              (product) =>\n                `- ${text(product['name'])} × ${Number(product['quantity']) || 0}` +\n                (product['unitAmount'] ? ` at ${text(product['unitAmount'])}` : ''),\n            ),\n          ]\n        : []),\n      ...line('In the CRM since', facts['since']),\n      ...customLines(facts['custom']),\n      ...line('Notes', facts['notes']),\n      ...timelineLines(facts['timeline']),\n      ...taskLines(facts['openTasks']),\n    ]\n  }\n  return [\n    ...line('Lead', facts['name']),\n    ...line('Salutation', facts['salutation']),\n    ...line('First name', facts['firstName']),\n    ...line('Last name', facts['lastName']),\n    ...line('Email', facts['email']),\n    ...line('Phone', facts['phone']),\n    ...line('Mobile phone', facts['mobilePhone']),\n    ...line('Fax', facts['fax']),\n    ...yesNo('Do not call: they asked not to be phoned', facts['doNotCall']),\n    ...line('Company', facts['company']),\n    ...line('Job title', facts['jobTitle']),\n    ...line('Website', facts['website']),\n    ...line('Address', facts['address']),\n    ...line('Industry', facts['industry']),\n    ...line('Rating', facts['rating']),\n    ...line('Employees', facts['employees'] ?? ''),\n    ...line('Annual revenue', facts['annualRevenue']),\n    ...line('Lead source', facts['leadSource']),\n    ...line('Status', facts['status']),\n    ...line('Owner', facts['owner']),\n    ...line('Campaigns', words(facts['campaigns']).join(', ')),\n    ...line('Marketing email consent', facts['marketingConsent']),\n    ...line('Tags', words(facts['tags']).join(', ')),\n    ...line('Captured through', words(facts['sources']).join(', ')),\n    ...line('Captures', Number(facts['captures']) || ''),\n    ...line('First seen', facts['firstSeen']),\n    ...line('Last seen', facts['lastSeen']),\n    `Assigned to a teammate: ${facts['assigned'] === true ? 'yes' : 'no'}`,\n    `Converted to a contact: ${facts['converted'] === true ? 'yes' : 'no'}`,\n    ...line('Unqualified reason', facts['unqualifiedReason']),\n    ...customLines(facts['custom']),\n    ...line('Notes', facts['notes']),\n    ...timelineLines(facts['timeline']),\n    ...(list(facts['openTasks']).length ? taskLines(facts['openTasks']) : []),\n  ]\n}\n\n/**\n * The most characters a record's facts take in a request (AGL-3520) —\n * about six thousand tokens at the three characters a token the routing\n * ceilings are measured with. The CRM's own cuts keep a record well under\n * it; a record that holds everything at once is fitted by\n * {@link aiCrmFitFacts}, which shortens its long texts and drops no field.\n */\nexport const AI_CRM_FACTS_MAX_CHARS = 18_000\n\n/** The cuts {@link aiCrmFitFacts} tries in turn: notes, then each timeline text, then each custom value and task note. */\nconst FIT_STEPS = [\n  { notes: 300, text: 160, custom: 160 },\n  { notes: 160, text: 80, custom: 80 },\n  { notes: 80, text: 40, custom: 40 },\n] as const\n\nconst cut = (value: unknown, max: number): unknown =>\n  typeof value === 'string' && value.length > max ? `${value.slice(0, max - 1).trimEnd()}…` : value\n\n/**\n * The facts, fitted to {@link AI_CRM_FACTS_MAX_CHARS} as lines: unchanged\n * when they fit, otherwise with the long texts — the notes, each timeline\n * entry's text, each task's notes and each custom value — cut shorter step\n * by step. Every field stays; only how much of a long text is sent changes.\n */\nexport function aiCrmFitFacts(kind: AiCrmRecordKind, facts: Facts): Facts {\n  const size = (candidate: Facts) => aiCrmFactsLines(kind, candidate).join('\\n').length\n  if (size(facts) <= AI_CRM_FACTS_MAX_CHARS) return facts\n  let fitted: Facts = facts\n  for (const step of FIT_STEPS) {\n    fitted = {\n      ...facts,\n      notes: cut(facts['notes'], step.notes),\n      timeline: list(facts['timeline']).map((entry) => ({ ...entry, text: cut(entry['text'], step.text) })),\n      openTasks: list(facts['openTasks']).map((task) => ({ ...task, notes: cut(task['notes'], step.text) })),\n      custom: list(facts['custom']).map((field) => ({ ...field, value: cut(field['value'], step.custom) })),\n    }\n    if (size(fitted) <= AI_CRM_FACTS_MAX_CHARS) return fitted\n  }\n  return fitted\n}\n\n/**\n * The lines a prompt carries for a record: the whole record, fitted, when\n * the reader marked it {@link AI_CRM_WHOLE_RECORD_FIELD}; otherwise the\n * disclosed lines alone.\n */\nexport function aiCrmPromptFactsLines(kind: AiCrmRecordKind, facts: Facts): string[] {\n  return facts[AI_CRM_WHOLE_RECORD_FIELD] === true\n    ? aiCrmFactsLines(kind, aiCrmFitFacts(kind, facts))\n    : aiCrmDisclosedFactsLines(kind, facts)\n}\n\n/** The user turn for a record. */\nexport function aiCrmRecordPrompt(kind: AiCrmRecordKind, facts: Facts): string {\n  return [`Record: ${kind}`, ...aiCrmPromptFactsLines(kind, facts)].join('\\n')\n}\n\n/** The user turn for an email draft. */\nexport function aiCrmEmailPrompt(input: { kind: AiCrmRecordKind; facts: Facts; request: string }): string {\n  return [\n    `Record: ${input.kind}`,\n    `Merge fields: ${aiCrmEmailMergeFields(input.kind).map((key) => `{{${key}}}`).join(', ')}`,\n    `The team member asks: ${input.request.replace(/\\s+/g, ' ').trim().slice(0, AI_CRM_EMAIL_REQUEST_MAX_CHARS)}`,\n    '',\n    'Facts:',\n    ...aiCrmPromptFactsLines(input.kind, input.facts),\n  ].join('\\n')\n}\n\n/** The user turn for an import's columns. */\nexport function aiCrmMappingPrompt(input: {\n  collection: string\n  fields: readonly AiCrmImportField[]\n  columns: ReadonlyArray<{ header: string; shape: string }>\n}): string {\n  return [\n    `Import: ${input.collection}`,\n    'Fields (number: label, type):',\n    ...input.fields.map(\n      (field, index) => `- ${index}: ${field.label}, ${field.type}${field.required ? ', required' : ''}`,\n    ),\n    'Columns (number: header, shape):',\n    ...input.columns.map((column, index) => `- ${index}: ${column.header || '(no header)'}, ${column.shape}`),\n  ].join('\\n')\n}\n\n/* ------------------------------------------------------------------------ *\n * A record answer, asked once per timeline\n * ------------------------------------------------------------------------ */\n\n/**\n * A digest of the whole request a record answer is produced for. A hash of the\n * request, never of the answer, and nothing of the facts is recoverable from\n * it. The version tag strands every old key when what a key means changes.\n */\nexport function aiCrmRecordKey(input: {\n  kind: AiCrmRecordKind\n  id: string\n  hostId: string | null\n  model: string\n  prompt: string\n  system: readonly AiSystemBlock[]\n  tool: AiTool\n}): string {\n  const digest = createHash('sha256')\n  for (const part of [\n    'crm-record.v1',\n    input.kind,\n    input.id,\n    input.hostId ?? '',\n    input.model,\n    input.prompt,\n    ...input.system.map((block) => block.text),\n    JSON.stringify(input.tool),\n  ]) {\n    digest.update(`${part.length}:${part}\\u0000`)\n  }\n  return digest.digest('hex')\n}\n\n/** A kept answer about a record, as the reuse lookup reads it. */\nexport interface AiCrmAnswerCandidate {\n  jobId: string\n  hostId: string | null\n  task: string\n  key: string | null\n  createdAtMs: number | null\n  proposal: AiCrmProposal | null\n}\n\nexport type AiCrmAnswerFinder = (\n  orgId: string,\n  key: string,\n  firestore?: FirebaseFirestore.Firestore,\n) => Promise<AiCrmAnswerCandidate[]>\n\nconst millis = (value: unknown): number | null => {\n  if (value instanceof Date) return value.getTime()\n  const toMillis = (value as { toMillis?: () => number } | null)?.toMillis\n  return typeof toMillis === 'function' ? toMillis.call(value) : null\n}\n\n/**\n * The finder the step uses in production: one equality on the request key\n * inside the org's kept answers. Firestore's automatic single-field index\n * answers it, so no composite index is deployed; the site and the window are\n * applied in memory.\n */\nexport const findAiCrmAnswersByKey: AiCrmAnswerFinder = async (orgId, key, firestore) => {\n  if (!firestore) return []\n  const snapshot = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection(AI_CRM_ANSWERS_COLLECTION)\n    .where('key', '==', key)\n    .limit(AI_CRM_REUSE_CANDIDATES)\n    .get()\n  return snapshot.docs.map((doc) => {\n    const data = (doc.data() ?? {}) as Partial<AiCrmAnswerRecord>\n    return {\n      jobId: doc.id,\n      hostId: data.hostId ?? null,\n      task: String(data.task ?? ''),\n      key: data.key ?? null,\n      createdAtMs: millis(data.createdAt),\n      proposal: readAiCrmProposal(data.proposal),\n    }\n  })\n}\n\n/** The newest answer another job kept for the same request, inside the window. */\nexport function aiReusableCrmRecord(\n  candidates: readonly AiCrmAnswerCandidate[],\n  context: { jobId: string; hostId: string | null; key: string; now: Date },\n): { jobId: string; proposal: AiCrmRecordProposal } | null {\n  const floor = context.now.getTime() - AI_CRM_REUSE_WINDOW_MS\n  let best: { jobId: string; proposal: AiCrmRecordProposal; at: number } | null = null\n  for (const candidate of candidates) {\n    if (candidate.jobId === context.jobId || candidate.task !== 'record') continue\n    if (candidate.hostId !== context.hostId || candidate.key !== context.key) continue\n    if (candidate.proposal?.kind !== 'record') continue\n    const at = candidate.createdAtMs ?? 0\n    if (at < floor) continue\n    if (!best || at > best.at) best = { jobId: candidate.jobId, proposal: candidate.proposal, at }\n  }\n  return best ? { jobId: best.jobId, proposal: best.proposal } : null\n}\n\n/* ------------------------------------------------------------------------ *\n * Admission\n * ------------------------------------------------------------------------ */\n\nexport interface AiCrmAdmissionDeps {\n  readerFor?: AiCrmReaderLookup\n  now?: () => Date\n}\n\n/**\n * Whether a `crm` job may start here for this member; `null` admits it: its\n * inputs name a record or an import, and the CRM would let the member read it\n * ({@link aiCrmAccessRefusal}). Asked at the create door before the job\n * exists, so a refusal spends nothing. A door that names no member asks\n * nothing of the reader.\n */\nexport async function aiCrmAdmissionRefusal(\n  context: Parameters<AiJobAdmission>[0],\n  deps: AiCrmAdmissionDeps = {},\n): Promise<AiJobAdmissionRefusal | null> {\n  const request = parseAiCrmRequest(context.inputs)\n  if (typeof request === 'string') return { status: 400, error: request }\n  return aiCrmAccessRefusal({\n    firestore: context.firestore,\n    orgId: context.orgId,\n    hostId: context.hostId ?? null,\n    ...aiCrmFactsResource(request),\n    org: context.org,\n    uid: context.uid,\n    ...(deps.readerFor ? { readerFor: deps.readerFor } : {}),\n    now: deps.now?.() ?? new Date(),\n  })\n}\n\nexport const aiCrmJobAdmission: AiJobAdmission = (context) => aiCrmAdmissionRefusal(context)\n\n/* ------------------------------------------------------------------------ *\n * The runner\n * ------------------------------------------------------------------------ */\n\nexport interface AiJobCrmStepDeps {\n  readerFor?: AiCrmReaderLookup\n  /** The reuse lookup; specs hand in a fake, and `null` turns reuse off. */\n  findAnswersByKey?: AiCrmAnswerFinder | null\n}\n\nfunction modelOf(context: AiJobStepContext): string {\n  return context.modelFor?.('job.crm') ?? aiModelForStep('job.crm')\n}\n\n/** An answer as the step hands it to be kept; the job's ids and the clock are added. */\ntype AiCrmAnswerToKeep = Pick<AiCrmAnswerRecord, 'task' | 'resource' | 'recordId' | 'proposal' | 'key'>\n\n/** What a step spent, whatever outputs it goes on to name. */\ntype AiCrmSpent = Omit<AiJobStepOutcome, 'outputs'>\n\n/**\n * Keeps an answer at `orgs/{orgId}/aiCrmAnswers/{jobId}`, which no client may\n * read, on its own clock.\n */\nasync function keepAiCrmAnswer(context: AiJobStepContext, answer: AiCrmAnswerToKeep): Promise<void> {\n  const { job, now, firestore } = context\n  const record = JSON.parse(\n    JSON.stringify({ jobId: job.$id, orgId: job.orgId, hostId: job.hostId ?? null, createdBy: job.createdBy, ...answer }),\n  ) as AiCrmAnswerRecord\n  await firestore\n    .collection('orgs')\n    .doc(job.orgId)\n    .collection(AI_CRM_ANSWERS_COLLECTION)\n    .doc(job.$id)\n    .set({ ...record, createdAt: now, expiresAt: aiCrmAnswerExpiry(now) })\n}\n\nexport function createAiJobCrmStep(deps: AiJobCrmStepDeps = {}): AiJobStepRunner {\n  const readerFor = deps.readerFor ?? pluginRecordFactsReader\n  const findAnswersByKey = deps.findAnswersByKey === undefined ? findAiCrmAnswersByKey : deps.findAnswersByKey\n  return async (context): Promise<AiJobStepOutcome> => {\n    const { job, now, signal, firestore } = context\n    const model = modelOf(context)\n    const request = parseAiCrmRequest(job.inputs)\n    if (typeof request === 'string') return { ...aiUnspentOutcome(model), failure: request }\n    const { resource, id } = aiCrmFactsResource(request)\n    const found = readerFor(resource)\n    if (!found || found.pluginId !== AI_CRM_PLUGIN_ID) {\n      return { ...aiUnspentOutcome(model), failure: AI_CRM_UNAVAILABLE_COPY }\n    }\n    let facts: Facts\n    try {\n      const read = await found.reader.read({\n        orgId: job.orgId,\n        hostId: job.hostId ?? null,\n        id,\n        // The job's creator: the CRM reads the record as the member who asked.\n        uid: job.createdBy,\n        org: (context.org as Record<string, unknown> | null | undefined) ?? null,\n        now,\n      })\n      if (read.ok === false) return { ...aiUnspentOutcome(model), failure: read.error }\n      facts = read.facts\n    } catch (error) {\n      console.error('ai crm facts read failed', { orgId: job.orgId, jobId: job.$id, resource, error })\n      return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n    }\n    const maxTokens = AI_JOB_CRM_STEP_BUDGET.maxTokens(model)\n    const hostId = job.hostId ?? null\n\n    // Keeps the answer, then names it on the job. A keep that fails fails the\n    // step as spent: the tokens were used, and there is nothing to show.\n    const keep = async (\n      spent: AiCrmSpent,\n      answer: AiCrmAnswerToKeep,\n      output: { id: string; label: string; ref: AiCrmOutputRef },\n    ): Promise<AiJobStepOutcome> => {\n      try {\n        await keepAiCrmAnswer(context, answer)\n      } catch (error) {\n        console.error('ai crm answer keep failed', { orgId: job.orgId, jobId: job.$id, error })\n        return { ...spent, outputs: [], failure: AI_CRM_KEEP_FAILURE_COPY }\n      }\n      return {\n        ...spent,\n        outputs: [{ resource: 'crm', id: output.id, hostId, label: output.label, proposal: { ...output.ref } }],\n      }\n    }\n\n    if (request.task === 'record') {\n      const { kind } = request.record\n      if (facts['record'] !== kind) return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n      const instructions = aiCrmRecordInstructions(kind)\n      const tool = aiCrmRecordTool(kind)\n      const prompt = aiCrmRecordPrompt(kind, facts)\n      const key = aiCrmRecordKey({\n        kind,\n        id,\n        hostId,\n        model,\n        prompt,\n        system: aiDoctrineSystemBlocks(undefined, {\n          instructions,\n          scope: aiDoctrineScopeFor(AI_CRM_GENERATION_KINDS.record),\n        }),\n        tool,\n      })\n      const output = { id: AI_CRM_OUTPUT_IDS.record(kind, id), label: OUTPUT_LABELS.record, ref: { kind: 'record', record: { kind, id } } } as const\n      // Reuse before asking: an answer kept for the same key is the same\n      // request, so the member reads it again at no cost.\n      const reused = findAnswersByKey\n        ? aiReusableCrmRecord(await findAnswersByKey(job.orgId, key, firestore).catch(() => []), {\n            jobId: job.$id,\n            hostId,\n            key,\n            now,\n          })\n        : null\n      if (reused) {\n        return keep(\n          aiUnspentOutcome(model),\n          { task: 'record', resource, recordId: id, key, proposal: { ...reused.proposal, reusedFrom: reused.jobId } },\n          output,\n        )\n      }\n      const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.record, {\n        step: 'job.crm',\n        ...aiRouteSettings('job.crm'),\n        model,\n        instructions,\n        messages: [{ role: 'user', content: prompt }],\n        tool,\n        maxTokens,\n        ...(signal ? { signal } : {}),\n        check: (answer) => checkAiCrmRecord(answer, aiCrmRecordCheckContext(kind, facts)),\n      })\n      const spent = aiGenerationSpent(generation)\n      if (generation.status === 'refused') return { ...spent, refused: true }\n      if (generation.status === 'needs_input') return { ...spent, failure: generation.message }\n      const proposal: AiCrmRecordProposal = {\n        kind: 'record',\n        record: { kind, id },\n        summary: generation.value.summary,\n        nextStep: generation.value.nextStep,\n        stage: generation.value.stage,\n        standing: generation.value.standing,\n        asOf: now.toISOString().slice(0, 10),\n      }\n      return keep(spent, { task: 'record', resource, recordId: id, key, proposal }, output)\n    }\n\n    if (request.task === 'email') {\n      const { kind } = request.record\n      if (facts['record'] !== kind) return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n      const mergeFields = aiCrmEmailMergeFields(kind)\n      const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.email, {\n        step: 'job.crm',\n        ...aiRouteSettings('job.crm'),\n        model,\n        instructions: AI_CRM_EMAIL_INSTRUCTIONS,\n        messages: [{ role: 'user', content: aiCrmEmailPrompt({ kind, facts, request: job.brief }) }],\n        tool: AI_CRM_EMAIL_TOOL,\n        maxTokens,\n        ...(signal ? { signal } : {}),\n        check: (answer) => checkAiCrmEmail(answer, { mergeFields }),\n      })\n      const spent = aiGenerationSpent(generation)\n      if (generation.status === 'refused') return { ...spent, refused: true }\n      if (generation.status === 'needs_input') return { ...spent, failure: generation.message }\n      const proposal: AiCrmEmailProposal = {\n        kind: 'email',\n        record: { kind, id },\n        subject: generation.value.subject,\n        body: generation.value.body,\n      }\n      return keep(\n        spent,\n        { task: 'email', resource, recordId: id, key: null, proposal },\n        { id: AI_CRM_OUTPUT_IDS.email(kind, id), label: OUTPUT_LABELS.email, ref: { kind: 'email', record: { kind, id } } },\n      )\n    }\n\n    const fields = aiCrmImportFields(facts)\n    if (facts['record'] !== 'import' || !fields.length) {\n      return { ...aiUnspentOutcome(model), failure: AI_CRM_FACTS_FAILURE_COPY }\n    }\n    const generation = await runValidatedGeneration(AI_CRM_GENERATION_KINDS.mapping, {\n      step: 'job.crm',\n      ...aiRouteSettings('job.crm'),\n      model,\n      instructions: AI_CRM_MAPPING_INSTRUCTIONS,\n      messages: [\n        {\n          role: 'user',\n          content: aiCrmMappingPrompt({ collection: request.collection, fields, columns: request.columns }),\n        },\n      ],\n      tool: AI_CRM_MAPPING_TOOL,\n      maxTokens,\n      ...(signal ? { signal } : {}),\n      check: (answer) => checkAiCrmMapping(answer, { columns: request.columns, fields }),\n    })\n    const spent = aiGenerationSpent(generation)\n    if (generation.status === 'refused') return { ...spent, refused: true }\n    if (generation.status === 'needs_input') return { ...spent, failure: generation.message }\n    const proposal: AiCrmMappingProposal = {\n      kind: 'mapping',\n      collection: request.collection,\n      matches: generation.value,\n      columns: request.columns.length,\n    }\n    return keep(\n      spent,\n      { task: 'mapping', resource, recordId: request.collection, key: null, proposal },\n      {\n        id: AI_CRM_OUTPUT_IDS.mapping(request.collection),\n        label: OUTPUT_LABELS.mapping,\n        ref: { kind: 'mapping', collection: request.collection },\n      },\n    )\n  }\n}\n\nexport const runAiJobCrmStep = createAiJobCrmStep()\n\n/** Registers the CRM step and the check a `crm` job passes before it is created. */\nexport function registerAiCrmJob(): void {\n  registerAiJobStep('crm', runAiJobCrmStep, { minimumMs: AI_JOB_CRM_STEP_MINIMUM_MS })\n  registerAiJobAdmission('crm', 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package/src/lib/jobs/ai-job-drafts.d.ts

@@ -176,6 +176,30 @@ export declare function aiDraftAllowanceRefusal(firestore: Firestore, input: {
     hostId: string;
     org: Partial<AglynOrgBilling> | null;
 }): Promise<string | null>;
+/**
+ * A stored instant in milliseconds, whatever wrote it: a Firestore
+ * `Timestamp`, a `Date`, a number or an ISO string. `null` when unreadable.
+ */
+export declare function aiDraftInstantMs(value: unknown): number | null;
+/**
+ * Whether the band refuses the kind only because of drafts made after
+ * `sinceMs` (AGL-3765): the rows refuse now, and the rows made at or before
+ * then would not. A job whose plan was confirmed while the site had room, and
+ * that another build or a member filled before the job's own write, stopped
+ * on something it could not have known when it was confirmed. A row whose
+ * `createdAt` cannot be read counts as made before, so a refusal this cannot
+ * date stays the workspace's own limit.
+ */
+export declare function aiDraftBandTakenSince(kind: AiDraftKind, rows: ReadonlyArray<Pick<SiblingRow, 'id' | 'kind' | 'sourceType' | 'deletedAt'> & {
+    createdAt?: unknown;
+}>, org: Partial<AglynOrgBilling> | null, sinceMs: number | null, routingMap?: RoutingMap): boolean;
+/** {@link aiDraftBandTakenSince}, over the site's rows of the kind as they are now. */
+export declare function readAiDraftBandTakenSince(firestore: Firestore, input: {
+    kind: AiDraftKind;
+    hostId: string;
+    org: Partial<AglynOrgBilling> | null;
+    since: unknown;
+}): Promise<boolean>;
 /**
  * A draft screen's one-segment address: the one asked for, else one from its
  * name, never a reserved segment, and never an address a live screen keeps