@aglyn/plugins-crm 1.0.0-beta.143
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +201 -0
- package/README.md +7 -0
- package/package.json +57 -0
- package/src/index.d.ts +21 -0
- package/src/index.js +29 -0
- package/src/index.js.map +1 -0
- package/src/lib/components/activity-list.d.ts +98 -0
- package/src/lib/components/activity-list.js +321 -0
- package/src/lib/components/activity-list.js.map +1 -0
- package/src/lib/components/activity-queries.d.ts +117 -0
- package/src/lib/components/activity-queries.js +198 -0
- package/src/lib/components/activity-queries.js.map +1 -0
- package/src/lib/components/add-to-list-button.d.ts +25 -0
- package/src/lib/components/add-to-list-button.js +64 -0
- package/src/lib/components/add-to-list-button.js.map +1 -0
- package/src/lib/components/add-to-list-dialog.d.ts +24 -0
- package/src/lib/components/add-to-list-dialog.js +327 -0
- package/src/lib/components/add-to-list-dialog.js.map +1 -0
- package/src/lib/components/assignment-rule-drawer.d.ts +43 -0
- package/src/lib/components/assignment-rule-drawer.js +293 -0
- package/src/lib/components/assignment-rule-drawer.js.map +1 -0
- package/src/lib/components/companies-bulk-bar.d.ts +29 -0
- package/src/lib/components/companies-bulk-bar.js +274 -0
- package/src/lib/components/companies-bulk-bar.js.map +1 -0
- package/src/lib/components/companies-section.d.ts +54 -0
- package/src/lib/components/companies-section.js +522 -0
- package/src/lib/components/companies-section.js.map +1 -0
- package/src/lib/components/company-contacts-card.d.ts +49 -0
- package/src/lib/components/company-contacts-card.js +435 -0
- package/src/lib/components/company-contacts-card.js.map +1 -0
- package/src/lib/components/company-deals-card.d.ts +20 -0
- package/src/lib/components/company-deals-card.js +38 -0
- package/src/lib/components/company-deals-card.js.map +1 -0
- package/src/lib/components/company-detail-page.d.ts +20 -0
- package/src/lib/components/company-detail-page.js +165 -0
- package/src/lib/components/company-detail-page.js.map +1 -0
- package/src/lib/components/company-edit-drawer.d.ts +65 -0
- package/src/lib/components/company-edit-drawer.js +433 -0
- package/src/lib/components/company-edit-drawer.js.map +1 -0
- package/src/lib/components/company-import-drawer.d.ts +42 -0
- package/src/lib/components/company-import-drawer.js +99 -0
- package/src/lib/components/company-import-drawer.js.map +1 -0
- package/src/lib/components/company-picker.d.ts +127 -0
- package/src/lib/components/company-picker.js +323 -0
- package/src/lib/components/company-picker.js.map +1 -0
- package/src/lib/components/company-properties-card.d.ts +47 -0
- package/src/lib/components/company-properties-card.js +289 -0
- package/src/lib/components/company-properties-card.js.map +1 -0
- package/src/lib/components/contact-address-fields.d.ts +29 -0
- package/src/lib/components/contact-address-fields.js +149 -0
- package/src/lib/components/contact-address-fields.js.map +1 -0
- package/src/lib/components/contact-associations-card.d.ts +72 -0
- package/src/lib/components/contact-associations-card.js +296 -0
- package/src/lib/components/contact-associations-card.js.map +1 -0
- package/src/lib/components/contact-custom-columns.d.ts +38 -0
- package/src/lib/components/contact-custom-columns.js +102 -0
- package/src/lib/components/contact-custom-columns.js.map +1 -0
- package/src/lib/components/contact-custom-fields-card.d.ts +39 -0
- package/src/lib/components/contact-custom-fields-card.js +204 -0
- package/src/lib/components/contact-custom-fields-card.js.map +1 -0
- package/src/lib/components/contact-deals-card.d.ts +20 -0
- package/src/lib/components/contact-deals-card.js +38 -0
- package/src/lib/components/contact-deals-card.js.map +1 -0
- package/src/lib/components/contact-detail-page.d.ts +46 -0
- package/src/lib/components/contact-detail-page.js +535 -0
- package/src/lib/components/contact-detail-page.js.map +1 -0
- package/src/lib/components/contact-duplicates-card.d.ts +42 -0
- package/src/lib/components/contact-duplicates-card.js +167 -0
- package/src/lib/components/contact-duplicates-card.js.map +1 -0
- package/src/lib/components/contact-field-drawer.d.ts +64 -0
- package/src/lib/components/contact-field-drawer.js +251 -0
- package/src/lib/components/contact-field-drawer.js.map +1 -0
- package/src/lib/components/contact-import-drawer.d.ts +46 -0
- package/src/lib/components/contact-import-drawer.js +149 -0
- package/src/lib/components/contact-import-drawer.js.map +1 -0
- package/src/lib/components/contact-known-by-card.d.ts +39 -0
- package/src/lib/components/contact-known-by-card.js +142 -0
- package/src/lib/components/contact-known-by-card.js.map +1 -0
- package/src/lib/components/contact-list-columns.d.ts +53 -0
- package/src/lib/components/contact-list-columns.js +288 -0
- package/src/lib/components/contact-list-columns.js.map +1 -0
- package/src/lib/components/contact-merge-dialog.d.ts +79 -0
- package/src/lib/components/contact-merge-dialog.js +405 -0
- package/src/lib/components/contact-merge-dialog.js.map +1 -0
- package/src/lib/components/contact-properties-card.d.ts +89 -0
- package/src/lib/components/contact-properties-card.js +492 -0
- package/src/lib/components/contact-properties-card.js.map +1 -0
- package/src/lib/components/contact-timeline-card.d.ts +68 -0
- package/src/lib/components/contact-timeline-card.js +435 -0
- package/src/lib/components/contact-timeline-card.js.map +1 -0
- package/src/lib/components/contacts-bulk-bar.d.ts +91 -0
- package/src/lib/components/contacts-bulk-bar.js +493 -0
- package/src/lib/components/contacts-bulk-bar.js.map +1 -0
- package/src/lib/components/contacts-section.d.ts +26 -0
- package/src/lib/components/contacts-section.js +1025 -0
- package/src/lib/components/contacts-section.js.map +1 -0
- package/src/lib/components/copy-capture-address-button.d.ts +33 -0
- package/src/lib/components/copy-capture-address-button.js +60 -0
- package/src/lib/components/copy-capture-address-button.js.map +1 -0
- package/src/lib/components/crm-attribution-zone.d.ts +38 -0
- package/src/lib/components/crm-attribution-zone.js +36 -0
- package/src/lib/components/crm-attribution-zone.js.map +1 -0
- package/src/lib/components/crm-booking-zone.d.ts +61 -0
- package/src/lib/components/crm-booking-zone.js +50 -0
- package/src/lib/components/crm-booking-zone.js.map +1 -0
- package/src/lib/components/crm-bulk-bar-frame.d.ts +47 -0
- package/src/lib/components/crm-bulk-bar-frame.js +137 -0
- package/src/lib/components/crm-bulk-bar-frame.js.map +1 -0
- package/src/lib/components/crm-call-actions.d.ts +65 -0
- package/src/lib/components/crm-call-actions.js +110 -0
- package/src/lib/components/crm-call-actions.js.map +1 -0
- package/src/lib/components/crm-column-menu.d.ts +21 -0
- package/src/lib/components/crm-column-menu.js +103 -0
- package/src/lib/components/crm-column-menu.js.map +1 -0
- package/src/lib/components/crm-console-page.d.ts +19 -0
- package/src/lib/components/crm-console-page.js +151 -0
- package/src/lib/components/crm-console-page.js.map +1 -0
- package/src/lib/components/crm-console-sections.d.ts +52 -0
- package/src/lib/components/crm-console-sections.js +83 -0
- package/src/lib/components/crm-console-sections.js.map +1 -0
- package/src/lib/components/crm-custom-field-control.d.ts +26 -0
- package/src/lib/components/crm-custom-field-control.js +131 -0
- package/src/lib/components/crm-custom-field-control.js.map +1 -0
- package/src/lib/components/crm-email-template-tools.d.ts +69 -0
- package/src/lib/components/crm-email-template-tools.js +240 -0
- package/src/lib/components/crm-email-template-tools.js.map +1 -0
- package/src/lib/components/crm-export-all-button.d.ts +39 -0
- package/src/lib/components/crm-export-all-button.js +98 -0
- package/src/lib/components/crm-export-all-button.js.map +1 -0
- package/src/lib/components/crm-filter-bar.d.ts +53 -0
- package/src/lib/components/crm-filter-bar.js +294 -0
- package/src/lib/components/crm-filter-bar.js.map +1 -0
- package/src/lib/components/crm-glance-card.d.ts +54 -0
- package/src/lib/components/crm-glance-card.js +219 -0
- package/src/lib/components/crm-glance-card.js.map +1 -0
- package/src/lib/components/crm-next-activity-column.d.ts +35 -0
- package/src/lib/components/crm-next-activity-column.js +100 -0
- package/src/lib/components/crm-next-activity-column.js.map +1 -0
- package/src/lib/components/crm-record-header.d.ts +97 -0
- package/src/lib/components/crm-record-header.js +160 -0
- package/src/lib/components/crm-record-header.js.map +1 -0
- package/src/lib/components/crm-record-insights-zone.d.ts +50 -0
- package/src/lib/components/crm-record-insights-zone.js +169 -0
- package/src/lib/components/crm-record-insights-zone.js.map +1 -0
- package/src/lib/components/crm-record-picker.d.ts +42 -0
- package/src/lib/components/crm-record-picker.js +104 -0
- package/src/lib/components/crm-record-picker.js.map +1 -0
- package/src/lib/components/crm-send-email-button.d.ts +39 -0
- package/src/lib/components/crm-send-email-button.js +81 -0
- package/src/lib/components/crm-send-email-button.js.map +1 -0
- package/src/lib/components/crm-send-email-dialog.d.ts +61 -0
- package/src/lib/components/crm-send-email-dialog.js +851 -0
- package/src/lib/components/crm-send-email-dialog.js.map +1 -0
- package/src/lib/components/crm-site-picker.d.ts +61 -0
- package/src/lib/components/crm-site-picker.js +99 -0
- package/src/lib/components/crm-site-picker.js.map +1 -0
- package/src/lib/components/crm-suite-lock.d.ts +29 -0
- package/src/lib/components/crm-suite-lock.js +114 -0
- package/src/lib/components/crm-suite-lock.js.map +1 -0
- package/src/lib/components/crm-tasks-due-card.d.ts +42 -0
- package/src/lib/components/crm-tasks-due-card.js +225 -0
- package/src/lib/components/crm-tasks-due-card.js.map +1 -0
- package/src/lib/components/crm-views-control.d.ts +65 -0
- package/src/lib/components/crm-views-control.js +518 -0
- package/src/lib/components/crm-views-control.js.map +1 -0
- package/src/lib/components/csv-import-drawer.d.ts +132 -0
- package/src/lib/components/csv-import-drawer.js +746 -0
- package/src/lib/components/csv-import-drawer.js.map +1 -0
- package/src/lib/components/deal-board.d.ts +70 -0
- package/src/lib/components/deal-board.js +478 -0
- package/src/lib/components/deal-board.js.map +1 -0
- package/src/lib/components/deal-detail-page.d.ts +18 -0
- package/src/lib/components/deal-detail-page.js +323 -0
- package/src/lib/components/deal-detail-page.js.map +1 -0
- package/src/lib/components/deal-edit-drawer.d.ts +59 -0
- package/src/lib/components/deal-edit-drawer.js +640 -0
- package/src/lib/components/deal-edit-drawer.js.map +1 -0
- package/src/lib/components/deal-import-drawer.d.ts +24 -0
- package/src/lib/components/deal-import-drawer.js +83 -0
- package/src/lib/components/deal-import-drawer.js.map +1 -0
- package/src/lib/components/deal-products-card.d.ts +48 -0
- package/src/lib/components/deal-products-card.js +614 -0
- package/src/lib/components/deal-products-card.js.map +1 -0
- package/src/lib/components/deal-properties-card.d.ts +29 -0
- package/src/lib/components/deal-properties-card.js +144 -0
- package/src/lib/components/deal-properties-card.js.map +1 -0
- package/src/lib/components/deal-stage-card.d.ts +24 -0
- package/src/lib/components/deal-stage-card.js +199 -0
- package/src/lib/components/deal-stage-card.js.map +1 -0
- package/src/lib/components/deals-bulk-bar.d.ts +31 -0
- package/src/lib/components/deals-bulk-bar.js +340 -0
- package/src/lib/components/deals-bulk-bar.js.map +1 -0
- package/src/lib/components/deals-section.d.ts +49 -0
- package/src/lib/components/deals-section.js +767 -0
- package/src/lib/components/deals-section.js.map +1 -0
- package/src/lib/components/email-capture-card.d.ts +42 -0
- package/src/lib/components/email-capture-card.js +134 -0
- package/src/lib/components/email-capture-card.js.map +1 -0
- package/src/lib/components/email-template-drawer.d.ts +33 -0
- package/src/lib/components/email-template-drawer.js +209 -0
- package/src/lib/components/email-template-drawer.js.map +1 -0
- package/src/lib/components/email-templates-card.d.ts +33 -0
- package/src/lib/components/email-templates-card.js +370 -0
- package/src/lib/components/email-templates-card.js.map +1 -0
- package/src/lib/components/erase-person-action.d.ts +92 -0
- package/src/lib/components/erase-person-action.js +261 -0
- package/src/lib/components/erase-person-action.js.map +1 -0
- package/src/lib/components/fields-section.d.ts +37 -0
- package/src/lib/components/fields-section.js +641 -0
- package/src/lib/components/fields-section.js.map +1 -0
- package/src/lib/components/form-contact-fields-card.d.ts +46 -0
- package/src/lib/components/form-contact-fields-card.js +253 -0
- package/src/lib/components/form-contact-fields-card.js.map +1 -0
- package/src/lib/components/insert-link-at-caret.d.ts +28 -0
- package/src/lib/components/insert-link-at-caret.js +37 -0
- package/src/lib/components/insert-link-at-caret.js.map +1 -0
- package/src/lib/components/lead-convert-dialog.d.ts +32 -0
- package/src/lib/components/lead-convert-dialog.js +493 -0
- package/src/lib/components/lead-convert-dialog.js.map +1 -0
- package/src/lib/components/lead-detail-page.d.ts +16 -0
- package/src/lib/components/lead-detail-page.js +163 -0
- package/src/lib/components/lead-detail-page.js.map +1 -0
- package/src/lib/components/lead-history-card.d.ts +32 -0
- package/src/lib/components/lead-history-card.js +165 -0
- package/src/lib/components/lead-history-card.js.map +1 -0
- package/src/lib/components/lead-import-drawer.d.ts +24 -0
- package/src/lib/components/lead-import-drawer.js +95 -0
- package/src/lib/components/lead-import-drawer.js.map +1 -0
- package/src/lib/components/lead-owner-select.d.ts +35 -0
- package/src/lib/components/lead-owner-select.js +91 -0
- package/src/lib/components/lead-owner-select.js.map +1 -0
- package/src/lib/components/lead-properties-card.d.ts +61 -0
- package/src/lib/components/lead-properties-card.js +395 -0
- package/src/lib/components/lead-properties-card.js.map +1 -0
- package/src/lib/components/lead-status-chip.d.ts +12 -0
- package/src/lib/components/lead-status-chip.js +43 -0
- package/src/lib/components/lead-status-chip.js.map +1 -0
- package/src/lib/components/lead-surfaces-note.d.ts +126 -0
- package/src/lib/components/lead-surfaces-note.js +262 -0
- package/src/lib/components/lead-surfaces-note.js.map +1 -0
- package/src/lib/components/lead-unqualify-dialog.d.ts +24 -0
- package/src/lib/components/lead-unqualify-dialog.js +125 -0
- package/src/lib/components/lead-unqualify-dialog.js.map +1 -0
- package/src/lib/components/leads-bulk-bar.d.ts +58 -0
- package/src/lib/components/leads-bulk-bar.js +307 -0
- package/src/lib/components/leads-bulk-bar.js.map +1 -0
- package/src/lib/components/leads-section.d.ts +23 -0
- package/src/lib/components/leads-section.js +664 -0
- package/src/lib/components/leads-section.js.map +1 -0
- package/src/lib/components/linked-deals-card.d.ts +32 -0
- package/src/lib/components/linked-deals-card.js +163 -0
- package/src/lib/components/linked-deals-card.js.map +1 -0
- package/src/lib/components/log-activity-dialog.d.ts +60 -0
- package/src/lib/components/log-activity-dialog.js +368 -0
- package/src/lib/components/log-activity-dialog.js.map +1 -0
- package/src/lib/components/lost-reason-dialog.d.ts +26 -0
- package/src/lib/components/lost-reason-dialog.js +95 -0
- package/src/lib/components/lost-reason-dialog.js.map +1 -0
- package/src/lib/components/new-contact-drawer.d.ts +78 -0
- package/src/lib/components/new-contact-drawer.js +343 -0
- package/src/lib/components/new-contact-drawer.js.map +1 -0
- package/src/lib/components/org-lead-surfaces-note.d.ts +57 -0
- package/src/lib/components/org-lead-surfaces-note.js +172 -0
- package/src/lib/components/org-lead-surfaces-note.js.map +1 -0
- package/src/lib/components/owner-avatar.d.ts +18 -0
- package/src/lib/components/owner-avatar.js +61 -0
- package/src/lib/components/owner-avatar.js.map +1 -0
- package/src/lib/components/pipeline-stages-dialog.d.ts +43 -0
- package/src/lib/components/pipeline-stages-dialog.js +339 -0
- package/src/lib/components/pipeline-stages-dialog.js.map +1 -0
- package/src/lib/components/pipelines-dialog.d.ts +55 -0
- package/src/lib/components/pipelines-dialog.js +517 -0
- package/src/lib/components/pipelines-dialog.js.map +1 -0
- package/src/lib/components/recent-activity-feed.d.ts +39 -0
- package/src/lib/components/recent-activity-feed.js +103 -0
- package/src/lib/components/recent-activity-feed.js.map +1 -0
- package/src/lib/components/recipes-card.d.ts +39 -0
- package/src/lib/components/recipes-card.js +485 -0
- package/src/lib/components/recipes-card.js.map +1 -0
- package/src/lib/components/record-activity-card.d.ts +26 -0
- package/src/lib/components/record-activity-card.js +121 -0
- package/src/lib/components/record-activity-card.js.map +1 -0
- package/src/lib/components/record-files-card.d.ts +67 -0
- package/src/lib/components/record-files-card.js +290 -0
- package/src/lib/components/record-files-card.js.map +1 -0
- package/src/lib/components/record-tasks-card.d.ts +32 -0
- package/src/lib/components/record-tasks-card.js +306 -0
- package/src/lib/components/record-tasks-card.js.map +1 -0
- package/src/lib/components/reports/activity-card.d.ts +57 -0
- package/src/lib/components/reports/activity-card.js +281 -0
- package/src/lib/components/reports/activity-card.js.map +1 -0
- package/src/lib/components/reports/closed-deals-card.d.ts +20 -0
- package/src/lib/components/reports/closed-deals-card.js +194 -0
- package/src/lib/components/reports/closed-deals-card.js.map +1 -0
- package/src/lib/components/reports/contacts-mix-card.d.ts +27 -0
- package/src/lib/components/reports/contacts-mix-card.js +161 -0
- package/src/lib/components/reports/contacts-mix-card.js.map +1 -0
- package/src/lib/components/reports/contacts-trend-card.d.ts +31 -0
- package/src/lib/components/reports/contacts-trend-card.js +144 -0
- package/src/lib/components/reports/contacts-trend-card.js.map +1 -0
- package/src/lib/components/reports/forecast-card.d.ts +22 -0
- package/src/lib/components/reports/forecast-card.js +251 -0
- package/src/lib/components/reports/forecast-card.js.map +1 -0
- package/src/lib/components/reports/lead-counts.d.ts +32 -0
- package/src/lib/components/reports/lead-counts.js +44 -0
- package/src/lib/components/reports/lead-counts.js.map +1 -0
- package/src/lib/components/reports/lead-funnel-card.d.ts +38 -0
- package/src/lib/components/reports/lead-funnel-card.js +375 -0
- package/src/lib/components/reports/lead-funnel-card.js.map +1 -0
- package/src/lib/components/reports/pipeline-card.d.ts +19 -0
- package/src/lib/components/reports/pipeline-card.js +338 -0
- package/src/lib/components/reports/pipeline-card.js.map +1 -0
- package/src/lib/components/reports/report-bar-chart.d.ts +39 -0
- package/src/lib/components/reports/report-bar-chart.js +133 -0
- package/src/lib/components/reports/report-bar-chart.js.map +1 -0
- package/src/lib/components/reports/report-breakdown.d.ts +32 -0
- package/src/lib/components/reports/report-breakdown.js +105 -0
- package/src/lib/components/reports/report-breakdown.js.map +1 -0
- package/src/lib/components/reports/report-export.d.ts +37 -0
- package/src/lib/components/reports/report-export.js +66 -0
- package/src/lib/components/reports/report-export.js.map +1 -0
- package/src/lib/components/reports/report-format.d.ts +36 -0
- package/src/lib/components/reports/report-format.js +43 -0
- package/src/lib/components/reports/report-format.js.map +1 -0
- package/src/lib/components/reports/report-scope.d.ts +81 -0
- package/src/lib/components/reports/report-scope.js +58 -0
- package/src/lib/components/reports/report-scope.js.map +1 -0
- package/src/lib/components/reports/report-stat-tile.d.ts +47 -0
- package/src/lib/components/reports/report-stat-tile.js +96 -0
- package/src/lib/components/reports/report-stat-tile.js.map +1 -0
- package/src/lib/components/reports/source-conversion-card.d.ts +28 -0
- package/src/lib/components/reports/source-conversion-card.js +205 -0
- package/src/lib/components/reports/source-conversion-card.js.map +1 -0
- package/src/lib/components/reports/tasks-card.d.ts +26 -0
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* distributed under the License is distributed on an "AS IS" BASIS,
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* WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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* See the License for the specific language governing permissions and
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* limitations under the License.
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+
*/
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+
/**
|
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18
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+
* The pipeline's arithmetic and the stage editor's rules (AGL-2598), as pure
|
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+
* functions — no Firestore, no React — so the board, the table, the detail
|
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20
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+
* page and the server route read one definition of "what is this pipeline
|
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* worth" and "which stage edits are legal".
|
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*/
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import { type CrmDeal, type CrmDealStage, type CrmPipeline } from '@aglyn/aglyn/app-utils/crm';
|
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/** A deal as the console reads it: the model plus its document id. */
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export type DealDoc = CrmDeal & {
|
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$id: string;
|
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/**
|
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28
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+
* The contact's and the company's names, copied onto the deal when the
|
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29
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* link is made. A board of two hundred cards cannot afford a keyed read per
|
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* card to caption each one, and the caption is allowed to lag a rename —
|
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* the link itself is the id, which never changes.
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*/
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contactName?: string;
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companyName?: string;
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+
};
|
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+
/** A pipeline as the console reads it. */
|
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37
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+
export type PipelineDoc = CrmPipeline & {
|
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+
$id: string;
|
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+
};
|
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40
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+
/** The document id the seeded default pipeline is written under. */
|
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41
|
+
export declare const DEFAULT_PIPELINE_ID = "default";
|
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42
|
+
/** Name of the pipeline every org starts with. */
|
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+
export declare const DEFAULT_PIPELINE_NAME = "Sales";
|
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|
+
export declare const PIPELINE_NAME_MAX = 60;
|
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+
/** The pipelines a picker offers and a new deal may land in: the ones not archived. */
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export declare function activePipelines<T extends Pick<CrmPipeline, 'archivedAt'>>(pipelines: readonly T[]): T[];
|
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|
+
/**
|
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48
|
+
* The pipeline a new deal lands in when nobody picks one: the active one
|
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49
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+
* marked default, else the first active one, else nothing. An archived
|
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+
* pipeline is never the default even if its flag was left on — archiving
|
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|
+
* clears the flag, but a document written by an older console may not
|
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|
+
* have had it cleared, and a default nobody can create a deal in is a
|
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+
* board that opens on a pipeline the picker does not list.
|
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+
*/
|
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|
+
export declare function defaultPipelineOf<T extends Pick<CrmPipeline, 'archivedAt' | 'isDefault'>>(pipelines: readonly T[]): T | null;
|
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+
/**
|
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+
* Why a pipeline cannot be created or renamed to `name`, or `null`.
|
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+
*
|
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* Names are unique among the ACTIVE pipelines, compared without case: the
|
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* picker lists them by name alone, and two rows reading "Sales" would be a
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* choice nobody can make. An archived pipeline's name is free to reuse —
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* "Sales 2025" retired and "Sales" started over is the point of archiving.
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*/
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export declare function pipelineNameProblem(name: string, pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'archivedAt'> & {
|
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$id: string;
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}>, ownId?: string): string | null;
|
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+
/**
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* Why a pipeline cannot be archived, or `null` when it can.
|
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+
*
|
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* `openDeals` is the server's count, asked for before this is called, the
|
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* way `stageRemovalRefusal` asks: an open deal in an archived pipeline is
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* a card on no board, and the count is taken at the click because a deal
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* can be created into the pipeline from another tab meanwhile. The default
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* pipeline cannot go while it is the default — a new deal has to land
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* somewhere — and the last active one cannot go at all, for the same
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* reason from the other side.
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*/
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|
+
export declare function pipelineArchiveRefusal(pipeline: Pick<CrmPipeline, 'archivedAt' | 'isDefault'> & {
|
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$id: string;
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}, pipelines: ReadonlyArray<Pick<CrmPipeline, 'archivedAt'> & {
|
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|
+
$id: string;
|
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+
}>, openDeals: number): string | null;
|
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+
/** What every pipeline write stamps besides its name. */
|
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|
+
export interface PipelineWriteContext {
|
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85
|
+
visibleTo: readonly string[];
|
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|
+
hostId: string;
|
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|
+
uid: string;
|
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|
+
nowMs: number;
|
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|
+
}
|
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|
+
/**
|
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91
|
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* The document a new pipeline is created as: the name, a COPY of the
|
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92
|
+
* default stages, not the default, active. A copy for the reason
|
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|
+
* `DEFAULT_DEAL_STAGES` gives — a second pipeline seeded later must start
|
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94
|
+
* from the original set, whatever the first one's editor did to its own.
|
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95
|
+
*/
|
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96
|
+
export declare function newPipelineDocument(name: string, context: PipelineWriteContext): Record<string, unknown>;
|
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97
|
+
/**
|
|
98
|
+
* Currencies the amount picker offers, lowercase ISO 4217 as the model
|
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99
|
+
* stores them. Short on purpose: a picker of a hundred and eighty currencies
|
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100
|
+
* is a scroll, and a deal in one outside this list is entered through the
|
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101
|
+
* API with whatever code it carries — the display below formats any code
|
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102
|
+
* `Intl` knows.
|
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|
+
*/
|
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|
+
export declare const DEAL_CURRENCIES: readonly ["usd", "eur", "gbp", "cad", "aud", "nzd", "chf", "jpy", "sek", "nok", "dkk", "mxn", "brl", "inr", "sgd"];
|
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|
+
export declare const DEFAULT_DEAL_CURRENCY = "usd";
|
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106
|
+
/** How a deal's `status` reads on screen. */
|
|
107
|
+
export declare const DEAL_STATUS_LABELS: Record<CrmDeal['status'], string>;
|
|
108
|
+
/** Cents → the reader's locale, or a plain number when the code is unknown. */
|
|
109
|
+
export declare function formatMoney(cents: number, currency: string | undefined): string;
|
|
110
|
+
/**
|
|
111
|
+
* A typed amount, as cents, or `null` when it is not a number.
|
|
112
|
+
*
|
|
113
|
+
* Accepts what people paste from an invoice — a thousands separator, a
|
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114
|
+
* currency symbol, surrounding space — and refuses a negative: a deal is
|
|
115
|
+
* worth zero or more, and a negative amount here is a typo rather than a
|
|
116
|
+
* refund. Rounded rather than truncated so `19.995` does not lose a cent.
|
|
117
|
+
*/
|
|
118
|
+
export declare function parseAmountInput(input: string): number | null;
|
|
119
|
+
/** Cents → the string the amount field shows, `''` for nothing. */
|
|
120
|
+
export declare function amountInputValue(cents: number | undefined | null): string;
|
|
121
|
+
/**
|
|
122
|
+
* Epoch ms from whatever a timestamp field holds after a round trip — a
|
|
123
|
+
* Firestore `Timestamp`, a `Date` a client just wrote, or a number.
|
|
124
|
+
*/
|
|
125
|
+
export declare function timestampMs(value: unknown): number | null;
|
|
126
|
+
/** Whole days a deal has sat in its current stage, never negative. */
|
|
127
|
+
export declare function daysInStage(deal: Pick<CrmDeal, 'stageChangedAtMs' | 'createdAt'>, nowMs: number): number;
|
|
128
|
+
/** A sum per currency, because two currencies never add into one number. */
|
|
129
|
+
export type AmountByCurrency = Record<string, number>;
|
|
130
|
+
export interface BoardSummary {
|
|
131
|
+
/** Deals whose `status` is `open`, whatever stage they sit in. */
|
|
132
|
+
openCount: number;
|
|
133
|
+
/** Every open deal's full amount, per currency. */
|
|
134
|
+
valueByCurrency: AmountByCurrency;
|
|
135
|
+
/** Every open deal's amount times its stage's probability, per currency. */
|
|
136
|
+
weightedByCurrency: AmountByCurrency;
|
|
137
|
+
}
|
|
138
|
+
/**
|
|
139
|
+
* The three figures above the board.
|
|
140
|
+
*
|
|
141
|
+
* Closed deals are excluded from both totals rather than counted at full or
|
|
142
|
+
* zero value: the summary describes what is still in play, and a won deal
|
|
143
|
+
* counted in "pipeline value" would make the pipeline look larger every time
|
|
144
|
+
* something closed. `weightedDealAmountCents` already answers zero for a
|
|
145
|
+
* stage the pipeline no longer has.
|
|
146
|
+
*/
|
|
147
|
+
export declare function boardSummary(deals: readonly Pick<CrmDeal, 'status' | 'amountCents' | 'currency' | 'stageId'>[], pipeline: Pick<CrmPipeline, 'stages'> | null | undefined): BoardSummary;
|
|
148
|
+
/** `$1,200.00 · €300.00` — one figure per currency, largest first. */
|
|
149
|
+
export declare function formatAmountByCurrency(totals: AmountByCurrency): string;
|
|
150
|
+
/** The pipeline's stages in `order`, ties broken by position. */
|
|
151
|
+
export declare function sortedStages(pipeline: Pick<CrmPipeline, 'stages'> | null | undefined): CrmDealStage[];
|
|
152
|
+
/** The stages a deal can be dragged between — everything that is not closed. */
|
|
153
|
+
export declare function openStages(pipeline: Pick<CrmPipeline, 'stages'> | null | undefined): CrmDealStage[];
|
|
154
|
+
/** The stage whose `kind` is `won` or `lost`, or null when the pipeline lacks one. */
|
|
155
|
+
export declare function closingStage(pipeline: Pick<CrmPipeline, 'stages'> | null | undefined, kind: 'won' | 'lost'): CrmDealStage | null;
|
|
156
|
+
/**
|
|
157
|
+
* The id a new stage is stored under: the name as a slug, made unique
|
|
158
|
+
* against the stages already there.
|
|
159
|
+
*
|
|
160
|
+
* A slug rather than a random id because the id appears in every deal that
|
|
161
|
+
* sits in the stage and in every automation filter that names it, so a
|
|
162
|
+
* reader looking at `stageId == "demo-booked"` should be able to tell which
|
|
163
|
+
* stage that is without opening the pipeline. Uniqueness is what keeps a
|
|
164
|
+
* second "Demo" from silently becoming the first.
|
|
165
|
+
*/
|
|
166
|
+
export declare function newStageId(name: string, existing: readonly CrmDealStage[]): string;
|
|
167
|
+
/**
|
|
168
|
+
* Stages re-numbered 0..n in the order they are GIVEN.
|
|
169
|
+
*
|
|
170
|
+
* Positional on purpose: every caller hands this an array it has already
|
|
171
|
+
* arranged — a swap, a splice, a filter over the sorted stages — and the
|
|
172
|
+
* stored `order` on each entry is the arrangement being replaced. Sorting by
|
|
173
|
+
* it here would put a swapped pair straight back where it was.
|
|
174
|
+
*/
|
|
175
|
+
export declare function renumberStages(stages: readonly CrmDealStage[]): CrmDealStage[];
|
|
176
|
+
/** 0–100, whole numbers; anything else becomes the nearest bound. */
|
|
177
|
+
export declare function clampProbability(value: unknown): number;
|
|
178
|
+
/**
|
|
179
|
+
* Add an open stage in front of the closing stages.
|
|
180
|
+
*
|
|
181
|
+
* Won and Lost stay last: a pipeline reads left to right as a progression,
|
|
182
|
+
* and a stage added after "Won" would be a step past the end.
|
|
183
|
+
*/
|
|
184
|
+
export declare function addStage(stages: readonly CrmDealStage[], name: string, probability?: number): CrmDealStage[];
|
|
185
|
+
export declare function renameStage(stages: readonly CrmDealStage[], stageId: string, name: string): CrmDealStage[];
|
|
186
|
+
/**
|
|
187
|
+
* Set an OPEN stage's probability. Won is 100 and Lost is 0 by definition —
|
|
188
|
+
* `weightedDealAmountCents` reads the status before the stage, so a Won
|
|
189
|
+
* stage at 60% would change nothing and only mislead the editor.
|
|
190
|
+
*/
|
|
191
|
+
export declare function setStageProbability(stages: readonly CrmDealStage[], stageId: string, probability: unknown): CrmDealStage[];
|
|
192
|
+
/**
|
|
193
|
+
* Swap an open stage with its open neighbor. The closing stages are not in
|
|
194
|
+
* the reorderable range, so an open stage can never be moved past Won.
|
|
195
|
+
*/
|
|
196
|
+
export declare function moveStage(stages: readonly CrmDealStage[], stageId: string, direction: 'up' | 'down'): CrmDealStage[];
|
|
197
|
+
/**
|
|
198
|
+
* Why a stage cannot be removed, or `null` when it can.
|
|
199
|
+
*
|
|
200
|
+
* `dealsInStage` is the server's count, asked for before this is called: a
|
|
201
|
+
* stage with deals in it cannot go, because every one of those deals would
|
|
202
|
+
* be left pointing at a stage that no longer exists and worth nothing to the
|
|
203
|
+
* forecast. The closing stages cannot go at all — a deal has to be able to
|
|
204
|
+
* be won and lost.
|
|
205
|
+
*/
|
|
206
|
+
export declare function stageRemovalRefusal(stages: readonly CrmDealStage[], stageId: string, dealsInStage: number): string | null;
|
|
207
|
+
export declare function removeStage(stages: readonly CrmDealStage[], stageId: string): CrmDealStage[];
|
|
208
|
+
/**
|
|
209
|
+
* What a stored set of stages has to satisfy before it is written back:
|
|
210
|
+
* unique ids, a name on every stage, exactly one Won and one Lost, at least
|
|
211
|
+
* one open stage. The editor refuses a save that fails this rather than
|
|
212
|
+
* writing a pipeline the board cannot draw.
|
|
213
|
+
*/
|
|
214
|
+
export declare function stagesProblem(stages: readonly CrmDealStage[]): string | null;
|
|
215
|
+
/**
|
|
216
|
+
* The event a stage change emits, and the flat payload a workflow filter
|
|
217
|
+
* reads (AGL-2598). Strings and numbers only — a workflow expression
|
|
218
|
+
* evaluates over scalars, and an absent link is the empty string rather than
|
|
219
|
+
* a missing key so `contactId == ""` is a filter somebody can write.
|
|
220
|
+
*/
|
|
221
|
+
export type DealEventName = 'dealStageChanged' | 'dealWon' | 'dealLost';
|
|
222
|
+
export declare function dealEventName(status: CrmDeal['status']): DealEventName;
|
|
223
|
+
export declare function dealEventPayload(dealId: string, deal: Pick<CrmDeal, 'title' | 'amountCents' | 'currency' | 'stageId' | 'ownerUid' | 'contactId' | 'companyId' | 'lostReason'>, previousStageId: string): Record<string, string | number>;
|
|
224
|
+
/** Initials for an avatar: the first letters of the first two words. */
|
|
225
|
+
export declare function initialsFor(label: string): string;
|
|
226
|
+
/**
|
|
227
|
+
* A stable hue for one person, so an owner keeps one color across cards and
|
|
228
|
+
* sessions. Hashing the label rather than picking from a palette is what
|
|
229
|
+
* makes the same uid the same color on every machine.
|
|
230
|
+
*/
|
|
231
|
+
export declare function hueFor(label: string): number;
|
|
232
|
+
/** `2026-09-05` for a date input, from epoch ms; `''` for none. */
|
|
233
|
+
export declare function dateInputValue(ms: number | null | undefined): string;
|
|
234
|
+
/**
|
|
235
|
+
* Epoch ms at local noon of a typed `YYYY-MM-DD`, or `null`.
|
|
236
|
+
*
|
|
237
|
+
* Noon rather than midnight so the day survives a timezone round trip: a
|
|
238
|
+
* close date stored at local midnight and read back one timezone west shows
|
|
239
|
+
* the day before.
|
|
240
|
+
*/
|
|
241
|
+
export declare function dateInputMs(value: string): number | null;
|
|
@@ -0,0 +1,439 @@
|
|
|
1
|
+
import { _ as _extends } from "@swc/helpers/_/_extends";
|
|
2
|
+
/**
|
|
3
|
+
* @license
|
|
4
|
+
* Copyright 2026 Aglyn LLC
|
|
5
|
+
*
|
|
6
|
+
* Licensed under the Apache License, Version 2.0 (the "License");
|
|
7
|
+
* you may not use this file except in compliance with the License.
|
|
8
|
+
* You may obtain a copy of the License at
|
|
9
|
+
*
|
|
10
|
+
* http://www.apache.org/licenses/LICENSE-2.0
|
|
11
|
+
*
|
|
12
|
+
* Unless required by applicable law or agreed to in writing, software
|
|
13
|
+
* distributed under the License is distributed on an "AS IS" BASIS,
|
|
14
|
+
* WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
|
|
15
|
+
* See the License for the specific language governing permissions and
|
|
16
|
+
* limitations under the License.
|
|
17
|
+
*/ /**
|
|
18
|
+
* The pipeline's arithmetic and the stage editor's rules (AGL-2598), as pure
|
|
19
|
+
* functions — no Firestore, no React — so the board, the table, the detail
|
|
20
|
+
* page and the server route read one definition of "what is this pipeline
|
|
21
|
+
* worth" and "which stage edits are legal".
|
|
22
|
+
*/ // The module itself and never the `@aglyn/aglyn` barrel: this file is
|
|
23
|
+
// reached from the server entry through the deal-stage route, and the barrel
|
|
24
|
+
// carries client-only context modules the App Router graph refuses on a
|
|
25
|
+
// server path (AGL-405/1349).
|
|
26
|
+
import { DEFAULT_DEAL_STAGES, dealStageById, isPipelineArchived, weightedDealAmountCents } from "@aglyn/aglyn/app-utils/crm";
|
|
27
|
+
/** The document id the seeded default pipeline is written under. */ export const DEFAULT_PIPELINE_ID = 'default';
|
|
28
|
+
/** Name of the pipeline every org starts with. */ export const DEFAULT_PIPELINE_NAME = 'Sales';
|
|
29
|
+
export const PIPELINE_NAME_MAX = 60;
|
|
30
|
+
/** The pipelines a picker offers and a new deal may land in: the ones not archived. */ export function activePipelines(pipelines) {
|
|
31
|
+
return pipelines.filter((pipeline)=>!isPipelineArchived(pipeline));
|
|
32
|
+
}
|
|
33
|
+
/**
|
|
34
|
+
* The pipeline a new deal lands in when nobody picks one: the active one
|
|
35
|
+
* marked default, else the first active one, else nothing. An archived
|
|
36
|
+
* pipeline is never the default even if its flag was left on — archiving
|
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* clears the flag, but a document written by an older console may not
|
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* have had it cleared, and a default nobody can create a deal in is a
|
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* board that opens on a pipeline the picker does not list.
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+
*/ export function defaultPipelineOf(pipelines) {
|
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+
var _ref, _active_find;
|
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+
const active = activePipelines(pipelines);
|
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+
return (_ref = (_active_find = active.find((pipeline)=>pipeline.isDefault)) != null ? _active_find : active[0]) != null ? _ref : null;
|
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+
}
|
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+
/**
|
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* Why a pipeline cannot be created or renamed to `name`, or `null`.
|
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*
|
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* Names are unique among the ACTIVE pipelines, compared without case: the
|
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* picker lists them by name alone, and two rows reading "Sales" would be a
|
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* choice nobody can make. An archived pipeline's name is free to reuse —
|
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* "Sales 2025" retired and "Sales" started over is the point of archiving.
|
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+
*/ export function pipelineNameProblem(name, pipelines, ownId) {
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+
const trimmed = String(name != null ? name : '').trim();
|
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+
if (!trimmed) return 'A pipeline needs a name.';
|
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const taken = activePipelines(pipelines).find((pipeline)=>{
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var _pipeline_name;
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return pipeline.$id !== ownId && String((_pipeline_name = pipeline.name) != null ? _pipeline_name : '').trim().toLowerCase() === trimmed.toLowerCase();
|
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});
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if (taken) return `Another pipeline is already called "${taken.name}".`;
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return null;
|
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}
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/**
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* Why a pipeline cannot be archived, or `null` when it can.
|
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*
|
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* `openDeals` is the server's count, asked for before this is called, the
|
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* way `stageRemovalRefusal` asks: an open deal in an archived pipeline is
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* a card on no board, and the count is taken at the click because a deal
|
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* can be created into the pipeline from another tab meanwhile. The default
|
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* pipeline cannot go while it is the default — a new deal has to land
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* somewhere — and the last active one cannot go at all, for the same
|
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* reason from the other side.
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+
*/ export function pipelineArchiveRefusal(pipeline, pipelines, openDeals) {
|
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+
if (isPipelineArchived(pipeline)) return 'This pipeline is already archived.';
|
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if (activePipelines(pipelines).filter((entry)=>entry.$id !== pipeline.$id).length === 0) {
|
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return 'The last pipeline cannot be archived.';
|
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+
}
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|
+
if (pipeline.isDefault) {
|
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|
+
return 'This is the default pipeline. Make another one the default first.';
|
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|
+
}
|
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|
+
if (openDeals > 0) {
|
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81
|
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return `${openDeals.toLocaleString()} open ${openDeals === 1 ? 'deal is' : 'deals are'} ` + 'in this pipeline. Close or move them first, so none is left on a board nobody opens.';
|
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|
+
}
|
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|
+
return null;
|
|
84
|
+
}
|
|
85
|
+
/**
|
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86
|
+
* The document a new pipeline is created as: the name, a COPY of the
|
|
87
|
+
* default stages, not the default, active. A copy for the reason
|
|
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|
+
* `DEFAULT_DEAL_STAGES` gives — a second pipeline seeded later must start
|
|
89
|
+
* from the original set, whatever the first one's editor did to its own.
|
|
90
|
+
*/ export function newPipelineDocument(name, context) {
|
|
91
|
+
return {
|
|
92
|
+
name: String(name != null ? name : '').trim().slice(0, PIPELINE_NAME_MAX),
|
|
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|
+
stages: DEFAULT_DEAL_STAGES.map((stage)=>_extends({}, stage)),
|
|
94
|
+
isDefault: false,
|
|
95
|
+
archivedAt: null,
|
|
96
|
+
visibleTo: [
|
|
97
|
+
...context.visibleTo
|
|
98
|
+
],
|
|
99
|
+
hostId: context.hostId,
|
|
100
|
+
createdByUid: context.uid,
|
|
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|
+
createdAt: new Date(context.nowMs),
|
|
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|
+
updatedAt: new Date(context.nowMs)
|
|
103
|
+
};
|
|
104
|
+
}
|
|
105
|
+
/**
|
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106
|
+
* Currencies the amount picker offers, lowercase ISO 4217 as the model
|
|
107
|
+
* stores them. Short on purpose: a picker of a hundred and eighty currencies
|
|
108
|
+
* is a scroll, and a deal in one outside this list is entered through the
|
|
109
|
+
* API with whatever code it carries — the display below formats any code
|
|
110
|
+
* `Intl` knows.
|
|
111
|
+
*/ export const DEAL_CURRENCIES = [
|
|
112
|
+
'usd',
|
|
113
|
+
'eur',
|
|
114
|
+
'gbp',
|
|
115
|
+
'cad',
|
|
116
|
+
'aud',
|
|
117
|
+
'nzd',
|
|
118
|
+
'chf',
|
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119
|
+
'jpy',
|
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120
|
+
'sek',
|
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121
|
+
'nok',
|
|
122
|
+
'dkk',
|
|
123
|
+
'mxn',
|
|
124
|
+
'brl',
|
|
125
|
+
'inr',
|
|
126
|
+
'sgd'
|
|
127
|
+
];
|
|
128
|
+
export const DEFAULT_DEAL_CURRENCY = 'usd';
|
|
129
|
+
/** How a deal's `status` reads on screen. */ export const DEAL_STATUS_LABELS = {
|
|
130
|
+
open: 'Open',
|
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131
|
+
won: 'Won',
|
|
132
|
+
lost: 'Lost'
|
|
133
|
+
};
|
|
134
|
+
/** Cents → the reader's locale, or a plain number when the code is unknown. */ export function formatMoney(cents, currency) {
|
|
135
|
+
const code = String(currency || DEFAULT_DEAL_CURRENCY).toUpperCase();
|
|
136
|
+
const amount = (Number(cents) || 0) / 100;
|
|
137
|
+
try {
|
|
138
|
+
return new Intl.NumberFormat(undefined, {
|
|
139
|
+
style: 'currency',
|
|
140
|
+
currency: code
|
|
141
|
+
}).format(amount);
|
|
142
|
+
} catch (unused) {
|
|
143
|
+
return `${amount.toFixed(2)} ${code}`;
|
|
144
|
+
}
|
|
145
|
+
}
|
|
146
|
+
/**
|
|
147
|
+
* A typed amount, as cents, or `null` when it is not a number.
|
|
148
|
+
*
|
|
149
|
+
* Accepts what people paste from an invoice — a thousands separator, a
|
|
150
|
+
* currency symbol, surrounding space — and refuses a negative: a deal is
|
|
151
|
+
* worth zero or more, and a negative amount here is a typo rather than a
|
|
152
|
+
* refund. Rounded rather than truncated so `19.995` does not lose a cent.
|
|
153
|
+
*/ export function parseAmountInput(input) {
|
|
154
|
+
const cleaned = String(input != null ? input : '').replace(/[^0-9.-]/g, '').trim();
|
|
155
|
+
if (!cleaned) return null;
|
|
156
|
+
const value = Number(cleaned);
|
|
157
|
+
if (!Number.isFinite(value) || value < 0) return null;
|
|
158
|
+
return Math.round(value * 100);
|
|
159
|
+
}
|
|
160
|
+
/** Cents → the string the amount field shows, `''` for nothing. */ export function amountInputValue(cents) {
|
|
161
|
+
if (typeof cents !== 'number' || !Number.isFinite(cents)) return '';
|
|
162
|
+
return (cents / 100).toFixed(2);
|
|
163
|
+
}
|
|
164
|
+
/**
|
|
165
|
+
* Epoch ms from whatever a timestamp field holds after a round trip — a
|
|
166
|
+
* Firestore `Timestamp`, a `Date` a client just wrote, or a number.
|
|
167
|
+
*/ export function timestampMs(value) {
|
|
168
|
+
if (!value) return null;
|
|
169
|
+
if (typeof value === 'number') return Number.isFinite(value) ? value : null;
|
|
170
|
+
if (value instanceof Date) return value.getTime();
|
|
171
|
+
const seconds = value.seconds;
|
|
172
|
+
if (typeof seconds === 'number') return seconds * 1000;
|
|
173
|
+
const toMillis = value.toMillis;
|
|
174
|
+
if (typeof toMillis === 'function') return toMillis.call(value);
|
|
175
|
+
return null;
|
|
176
|
+
}
|
|
177
|
+
/** Whole days a deal has sat in its current stage, never negative. */ export function daysInStage(deal, nowMs) {
|
|
178
|
+
const since = typeof deal.stageChangedAtMs === 'number' ? deal.stageChangedAtMs : timestampMs(deal.createdAt);
|
|
179
|
+
if (!since) return 0;
|
|
180
|
+
return Math.max(0, Math.floor((nowMs - since) / 86400000));
|
|
181
|
+
}
|
|
182
|
+
function addAmount(totals, currency, cents) {
|
|
183
|
+
var _totals_code;
|
|
184
|
+
const code = String(currency || DEFAULT_DEAL_CURRENCY).toLowerCase();
|
|
185
|
+
totals[code] = ((_totals_code = totals[code]) != null ? _totals_code : 0) + cents;
|
|
186
|
+
}
|
|
187
|
+
/**
|
|
188
|
+
* The three figures above the board.
|
|
189
|
+
*
|
|
190
|
+
* Closed deals are excluded from both totals rather than counted at full or
|
|
191
|
+
* zero value: the summary describes what is still in play, and a won deal
|
|
192
|
+
* counted in "pipeline value" would make the pipeline look larger every time
|
|
193
|
+
* something closed. `weightedDealAmountCents` already answers zero for a
|
|
194
|
+
* stage the pipeline no longer has.
|
|
195
|
+
*/ export function boardSummary(deals, pipeline) {
|
|
196
|
+
const summary = {
|
|
197
|
+
openCount: 0,
|
|
198
|
+
valueByCurrency: {},
|
|
199
|
+
weightedByCurrency: {}
|
|
200
|
+
};
|
|
201
|
+
for (const deal of deals){
|
|
202
|
+
var _deal_amountCents;
|
|
203
|
+
if (deal.status !== 'open') continue;
|
|
204
|
+
summary.openCount += 1;
|
|
205
|
+
const amount = Math.max(0, Math.round(Number((_deal_amountCents = deal.amountCents) != null ? _deal_amountCents : 0) || 0));
|
|
206
|
+
addAmount(summary.valueByCurrency, deal.currency, amount);
|
|
207
|
+
addAmount(summary.weightedByCurrency, deal.currency, weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId)));
|
|
208
|
+
}
|
|
209
|
+
return summary;
|
|
210
|
+
}
|
|
211
|
+
/** `$1,200.00 · €300.00` — one figure per currency, largest first. */ export function formatAmountByCurrency(totals) {
|
|
212
|
+
const entries = Object.entries(totals).sort((a, b)=>b[1] - a[1]);
|
|
213
|
+
if (!entries.length) return formatMoney(0, DEFAULT_DEAL_CURRENCY);
|
|
214
|
+
return entries.map(([code, cents])=>formatMoney(cents, code)).join(' · ');
|
|
215
|
+
}
|
|
216
|
+
/** The pipeline's stages in `order`, ties broken by position. */ export function sortedStages(pipeline) {
|
|
217
|
+
var _ref;
|
|
218
|
+
return [
|
|
219
|
+
...(_ref = pipeline == null ? void 0 : pipeline.stages) != null ? _ref : []
|
|
220
|
+
].map((stage, index)=>({
|
|
221
|
+
stage,
|
|
222
|
+
index
|
|
223
|
+
})).sort((a, b)=>a.stage.order - b.stage.order || a.index - b.index).map(({ stage })=>stage);
|
|
224
|
+
}
|
|
225
|
+
/** The stages a deal can be dragged between — everything that is not closed. */ export function openStages(pipeline) {
|
|
226
|
+
return sortedStages(pipeline).filter((stage)=>stage.kind === 'open');
|
|
227
|
+
}
|
|
228
|
+
/** The stage whose `kind` is `won` or `lost`, or null when the pipeline lacks one. */ export function closingStage(pipeline, kind) {
|
|
229
|
+
var _sortedStages_find;
|
|
230
|
+
return (_sortedStages_find = sortedStages(pipeline).find((stage)=>stage.kind === kind)) != null ? _sortedStages_find : null;
|
|
231
|
+
}
|
|
232
|
+
/**
|
|
233
|
+
* The id a new stage is stored under: the name as a slug, made unique
|
|
234
|
+
* against the stages already there.
|
|
235
|
+
*
|
|
236
|
+
* A slug rather than a random id because the id appears in every deal that
|
|
237
|
+
* sits in the stage and in every automation filter that names it, so a
|
|
238
|
+
* reader looking at `stageId == "demo-booked"` should be able to tell which
|
|
239
|
+
* stage that is without opening the pipeline. Uniqueness is what keeps a
|
|
240
|
+
* second "Demo" from silently becoming the first.
|
|
241
|
+
*/ export function newStageId(name, existing) {
|
|
242
|
+
const base = String(name != null ? name : '').trim().toLowerCase().replace(/[^a-z0-9]+/g, '-').replace(/^-+|-+$/g, '').slice(0, 40) || 'stage';
|
|
243
|
+
const taken = new Set(existing.map((stage)=>stage.id));
|
|
244
|
+
if (!taken.has(base)) return base;
|
|
245
|
+
let suffix = 2;
|
|
246
|
+
while(taken.has(`${base}-${suffix}`))suffix += 1;
|
|
247
|
+
return `${base}-${suffix}`;
|
|
248
|
+
}
|
|
249
|
+
/**
|
|
250
|
+
* Stages re-numbered 0..n in the order they are GIVEN.
|
|
251
|
+
*
|
|
252
|
+
* Positional on purpose: every caller hands this an array it has already
|
|
253
|
+
* arranged — a swap, a splice, a filter over the sorted stages — and the
|
|
254
|
+
* stored `order` on each entry is the arrangement being replaced. Sorting by
|
|
255
|
+
* it here would put a swapped pair straight back where it was.
|
|
256
|
+
*/ export function renumberStages(stages) {
|
|
257
|
+
return stages.map((stage, order)=>_extends({}, stage, {
|
|
258
|
+
order
|
|
259
|
+
}));
|
|
260
|
+
}
|
|
261
|
+
/** 0–100, whole numbers; anything else becomes the nearest bound. */ export function clampProbability(value) {
|
|
262
|
+
const number = Math.round(Number(value));
|
|
263
|
+
if (!Number.isFinite(number)) return 0;
|
|
264
|
+
return Math.min(100, Math.max(0, number));
|
|
265
|
+
}
|
|
266
|
+
/**
|
|
267
|
+
* Add an open stage in front of the closing stages.
|
|
268
|
+
*
|
|
269
|
+
* Won and Lost stay last: a pipeline reads left to right as a progression,
|
|
270
|
+
* and a stage added after "Won" would be a step past the end.
|
|
271
|
+
*/ export function addStage(stages, name, probability = 50) {
|
|
272
|
+
const trimmed = String(name != null ? name : '').trim();
|
|
273
|
+
if (!trimmed) return [
|
|
274
|
+
...stages
|
|
275
|
+
];
|
|
276
|
+
const sorted = sortedStages({
|
|
277
|
+
stages: [
|
|
278
|
+
...stages
|
|
279
|
+
]
|
|
280
|
+
});
|
|
281
|
+
const firstClosed = sorted.findIndex((stage)=>stage.kind !== 'open');
|
|
282
|
+
const at = firstClosed === -1 ? sorted.length : firstClosed;
|
|
283
|
+
const stage = {
|
|
284
|
+
id: newStageId(trimmed, sorted),
|
|
285
|
+
name: trimmed,
|
|
286
|
+
order: at,
|
|
287
|
+
probability: clampProbability(probability),
|
|
288
|
+
kind: 'open'
|
|
289
|
+
};
|
|
290
|
+
sorted.splice(at, 0, stage);
|
|
291
|
+
return renumberStages(sorted);
|
|
292
|
+
}
|
|
293
|
+
export function renameStage(stages, stageId, name) {
|
|
294
|
+
const trimmed = String(name != null ? name : '').trim();
|
|
295
|
+
return stages.map((stage)=>stage.id === stageId && trimmed ? _extends({}, stage, {
|
|
296
|
+
name: trimmed
|
|
297
|
+
}) : stage);
|
|
298
|
+
}
|
|
299
|
+
/**
|
|
300
|
+
* Set an OPEN stage's probability. Won is 100 and Lost is 0 by definition —
|
|
301
|
+
* `weightedDealAmountCents` reads the status before the stage, so a Won
|
|
302
|
+
* stage at 60% would change nothing and only mislead the editor.
|
|
303
|
+
*/ export function setStageProbability(stages, stageId, probability) {
|
|
304
|
+
return stages.map((stage)=>stage.id === stageId && stage.kind === 'open' ? _extends({}, stage, {
|
|
305
|
+
probability: clampProbability(probability)
|
|
306
|
+
}) : stage);
|
|
307
|
+
}
|
|
308
|
+
/**
|
|
309
|
+
* Swap an open stage with its open neighbor. The closing stages are not in
|
|
310
|
+
* the reorderable range, so an open stage can never be moved past Won.
|
|
311
|
+
*/ export function moveStage(stages, stageId, direction) {
|
|
312
|
+
const sorted = sortedStages({
|
|
313
|
+
stages: [
|
|
314
|
+
...stages
|
|
315
|
+
]
|
|
316
|
+
});
|
|
317
|
+
const index = sorted.findIndex((stage)=>stage.id === stageId);
|
|
318
|
+
if (index === -1 || sorted[index].kind !== 'open') return sorted;
|
|
319
|
+
const target = direction === 'up' ? index - 1 : index + 1;
|
|
320
|
+
if (target < 0 || target >= sorted.length) return sorted;
|
|
321
|
+
if (sorted[target].kind !== 'open') return sorted;
|
|
322
|
+
const swapped = [
|
|
323
|
+
...sorted
|
|
324
|
+
];
|
|
325
|
+
const moving = swapped[index];
|
|
326
|
+
swapped[index] = swapped[target];
|
|
327
|
+
swapped[target] = moving;
|
|
328
|
+
return renumberStages(swapped);
|
|
329
|
+
}
|
|
330
|
+
/**
|
|
331
|
+
* Why a stage cannot be removed, or `null` when it can.
|
|
332
|
+
*
|
|
333
|
+
* `dealsInStage` is the server's count, asked for before this is called: a
|
|
334
|
+
* stage with deals in it cannot go, because every one of those deals would
|
|
335
|
+
* be left pointing at a stage that no longer exists and worth nothing to the
|
|
336
|
+
* forecast. The closing stages cannot go at all — a deal has to be able to
|
|
337
|
+
* be won and lost.
|
|
338
|
+
*/ export function stageRemovalRefusal(stages, stageId, dealsInStage) {
|
|
339
|
+
const stage = stages.find((entry)=>entry.id === stageId);
|
|
340
|
+
if (!stage) return 'This stage is no longer in the pipeline.';
|
|
341
|
+
if (stage.kind !== 'open') {
|
|
342
|
+
return `Every pipeline keeps its ${stage.kind === 'won' ? 'Won' : 'Lost'} stage.`;
|
|
343
|
+
}
|
|
344
|
+
if (openStages({
|
|
345
|
+
stages: [
|
|
346
|
+
...stages
|
|
347
|
+
]
|
|
348
|
+
}).length <= 1) {
|
|
349
|
+
return 'A pipeline needs at least one open stage.';
|
|
350
|
+
}
|
|
351
|
+
if (dealsInStage > 0) {
|
|
352
|
+
return `${dealsInStage.toLocaleString()} ${dealsInStage === 1 ? 'deal is' : 'deals are'} ` + 'in this stage. Move them first, so none is left in a stage that no longer exists.';
|
|
353
|
+
}
|
|
354
|
+
return null;
|
|
355
|
+
}
|
|
356
|
+
export function removeStage(stages, stageId) {
|
|
357
|
+
return renumberStages(stages.filter((stage)=>stage.id !== stageId));
|
|
358
|
+
}
|
|
359
|
+
/**
|
|
360
|
+
* What a stored set of stages has to satisfy before it is written back:
|
|
361
|
+
* unique ids, a name on every stage, exactly one Won and one Lost, at least
|
|
362
|
+
* one open stage. The editor refuses a save that fails this rather than
|
|
363
|
+
* writing a pipeline the board cannot draw.
|
|
364
|
+
*/ export function stagesProblem(stages) {
|
|
365
|
+
if (!stages.length) return 'A pipeline needs stages.';
|
|
366
|
+
const ids = new Set();
|
|
367
|
+
for (const stage of stages){
|
|
368
|
+
var _stage_name;
|
|
369
|
+
if (!stage.id) return 'Every stage needs an id.';
|
|
370
|
+
if (ids.has(stage.id)) return `Two stages share the id "${stage.id}".`;
|
|
371
|
+
ids.add(stage.id);
|
|
372
|
+
if (!String((_stage_name = stage.name) != null ? _stage_name : '').trim()) return 'Every stage needs a name.';
|
|
373
|
+
}
|
|
374
|
+
const won = stages.filter((stage)=>stage.kind === 'won').length;
|
|
375
|
+
const lost = stages.filter((stage)=>stage.kind === 'lost').length;
|
|
376
|
+
if (won !== 1) return 'A pipeline has exactly one Won stage.';
|
|
377
|
+
if (lost !== 1) return 'A pipeline has exactly one Lost stage.';
|
|
378
|
+
if (!stages.some((stage)=>stage.kind === 'open')) {
|
|
379
|
+
return 'A pipeline needs at least one open stage.';
|
|
380
|
+
}
|
|
381
|
+
return null;
|
|
382
|
+
}
|
|
383
|
+
export function dealEventName(status) {
|
|
384
|
+
if (status === 'won') return 'dealWon';
|
|
385
|
+
if (status === 'lost') return 'dealLost';
|
|
386
|
+
return 'dealStageChanged';
|
|
387
|
+
}
|
|
388
|
+
export function dealEventPayload(dealId, deal, previousStageId) {
|
|
389
|
+
var _deal_title, _deal_amountCents, _deal_stageId, _deal_ownerUid, _deal_contactId, _deal_companyId;
|
|
390
|
+
return _extends({
|
|
391
|
+
dealId,
|
|
392
|
+
title: String((_deal_title = deal.title) != null ? _deal_title : ''),
|
|
393
|
+
amountCents: Math.max(0, Math.round(Number((_deal_amountCents = deal.amountCents) != null ? _deal_amountCents : 0) || 0)),
|
|
394
|
+
currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),
|
|
395
|
+
stageId: String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''),
|
|
396
|
+
previousStageId: String(previousStageId != null ? previousStageId : ''),
|
|
397
|
+
ownerUid: String((_deal_ownerUid = deal.ownerUid) != null ? _deal_ownerUid : ''),
|
|
398
|
+
contactId: String((_deal_contactId = deal.contactId) != null ? _deal_contactId : ''),
|
|
399
|
+
companyId: String((_deal_companyId = deal.companyId) != null ? _deal_companyId : '')
|
|
400
|
+
}, deal.lostReason ? {
|
|
401
|
+
lostReason: String(deal.lostReason)
|
|
402
|
+
} : {});
|
|
403
|
+
}
|
|
404
|
+
/** Initials for an avatar: the first letters of the first two words. */ export function initialsFor(label) {
|
|
405
|
+
const words = String(label != null ? label : '').trim().split(/[\s@._-]+/).filter(Boolean);
|
|
406
|
+
const letters = words.slice(0, 2).map((word)=>word[0]).join('');
|
|
407
|
+
return (letters || '?').toUpperCase();
|
|
408
|
+
}
|
|
409
|
+
/**
|
|
410
|
+
* A stable hue for one person, so an owner keeps one color across cards and
|
|
411
|
+
* sessions. Hashing the label rather than picking from a palette is what
|
|
412
|
+
* makes the same uid the same color on every machine.
|
|
413
|
+
*/ export function hueFor(label) {
|
|
414
|
+
let hash = 0;
|
|
415
|
+
for(let index = 0; index < label.length; index += 1){
|
|
416
|
+
hash = (hash * 31 + label.charCodeAt(index)) % 360;
|
|
417
|
+
}
|
|
418
|
+
return hash;
|
|
419
|
+
}
|
|
420
|
+
/** `2026-09-05` for a date input, from epoch ms; `''` for none. */ export function dateInputValue(ms) {
|
|
421
|
+
if (typeof ms !== 'number' || !Number.isFinite(ms)) return '';
|
|
422
|
+
const at = new Date(ms);
|
|
423
|
+
const offset = at.getTimezoneOffset() * 60000;
|
|
424
|
+
return new Date(ms - offset).toISOString().slice(0, 10);
|
|
425
|
+
}
|
|
426
|
+
/**
|
|
427
|
+
* Epoch ms at local noon of a typed `YYYY-MM-DD`, or `null`.
|
|
428
|
+
*
|
|
429
|
+
* Noon rather than midnight so the day survives a timezone round trip: a
|
|
430
|
+
* close date stored at local midnight and read back one timezone west shows
|
|
431
|
+
* the day before.
|
|
432
|
+
*/ export function dateInputMs(value) {
|
|
433
|
+
const match = /^(\d{4})-(\d{2})-(\d{2})$/.exec(String(value != null ? value : '').trim());
|
|
434
|
+
if (!match) return null;
|
|
435
|
+
const at = new Date(Number(match[1]), Number(match[2]) - 1, Number(match[3]), 12, 0, 0, 0);
|
|
436
|
+
return Number.isNaN(at.getTime()) ? null : at.getTime();
|
|
437
|
+
}
|
|
438
|
+
|
|
439
|
+
//# sourceMappingURL=deal-board-model.js.map
|