@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/model/deal-board-model.js.map

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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-board-model.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The pipeline's arithmetic and the stage editor's rules (AGL-2598), as pure\n * functions — no Firestore, no React — so the board, the table, the detail\n * page and the server route read one definition of \"what is this pipeline\n * worth\" and \"which stage edits are legal\".\n */\n\n// The module itself and never the `@aglyn/aglyn` barrel: this file is\n// reached from the server entry through the deal-stage route, and the barrel\n// carries client-only context modules the App Router graph refuses on a\n// server path (AGL-405/1349).\nimport {\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmPipeline,\n  DEFAULT_DEAL_STAGES,\n  dealStageById,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/** A deal as the console reads it: the model plus its document id. */\nexport type DealDoc = CrmDeal & {\n  $id: string\n  /**\n   * The contact's and the company's names, copied onto the deal when the\n   * link is made. A board of two hundred cards cannot afford a keyed read per\n   * card to caption each one, and the caption is allowed to lag a rename —\n   * the link itself is the id, which never changes.\n   */\n  contactName?: string\n  companyName?: string\n}\n\n/** A pipeline as the console reads it. */\nexport type PipelineDoc = CrmPipeline & { $id: string }\n\n/** The document id the seeded default pipeline is written under. */\nexport const DEFAULT_PIPELINE_ID = 'default'\n\n/** Name of the pipeline every org starts with. */\nexport const DEFAULT_PIPELINE_NAME = 'Sales'\n\nexport const PIPELINE_NAME_MAX = 60\n\n/** The pipelines a picker offers and a new deal may land in: the ones not archived. */\nexport function activePipelines<T extends Pick<CrmPipeline, 'archivedAt'>>(\n  pipelines: readonly T[],\n): T[] {\n  return pipelines.filter((pipeline) => !isPipelineArchived(pipeline))\n}\n\n/**\n * The pipeline a new deal lands in when nobody picks one: the active one\n * marked default, else the first active one, else nothing. An archived\n * pipeline is never the default even if its flag was left on — archiving\n * clears the flag, but a document written by an older console may not\n * have had it cleared, and a default nobody can create a deal in is a\n * board that opens on a pipeline the picker does not list.\n */\nexport function defaultPipelineOf<T extends Pick<CrmPipeline, 'archivedAt' | 'isDefault'>>(\n  pipelines: readonly T[],\n): T | null {\n  const active = activePipelines(pipelines)\n  return active.find((pipeline) => pipeline.isDefault) ?? active[0] ?? null\n}\n\n/**\n * Why a pipeline cannot be created or renamed to `name`, or `null`.\n *\n * Names are unique among the ACTIVE pipelines, compared without case: the\n * picker lists them by name alone, and two rows reading \"Sales\" would be a\n * choice nobody can make. An archived pipeline's name is free to reuse —\n * \"Sales 2025\" retired and \"Sales\" started over is the point of archiving.\n */\nexport function pipelineNameProblem(\n  name: string,\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'archivedAt'> & { $id: string }>,\n  ownId?: string,\n): string | null {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return 'A pipeline needs a name.'\n  const taken = activePipelines(pipelines).find(\n    (pipeline) =>\n      pipeline.$id !== ownId &&\n      String(pipeline.name ?? '').trim().toLowerCase() === trimmed.toLowerCase(),\n  )\n  if (taken) return `Another pipeline is already called \"${taken.name}\".`\n  return null\n}\n\n/**\n * Why a pipeline cannot be archived, or `null` when it can.\n *\n * `openDeals` is the server's count, asked for before this is called, the\n * way `stageRemovalRefusal` asks: an open deal in an archived pipeline is\n * a card on no board, and the count is taken at the click because a deal\n * can be created into the pipeline from another tab meanwhile. The default\n * pipeline cannot go while it is the default — a new deal has to land\n * somewhere — and the last active one cannot go at all, for the same\n * reason from the other side.\n */\nexport function pipelineArchiveRefusal(\n  pipeline: Pick<CrmPipeline, 'archivedAt' | 'isDefault'> & { $id: string },\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'archivedAt'> & { $id: string }>,\n  openDeals: number,\n): string | null {\n  if (isPipelineArchived(pipeline)) return 'This pipeline is already archived.'\n  if (activePipelines(pipelines).filter((entry) => entry.$id !== pipeline.$id).length === 0) {\n    return 'The last pipeline cannot be archived.'\n  }\n  if (pipeline.isDefault) {\n    return 'This is the default pipeline. Make another one the default first.'\n  }\n  if (openDeals > 0) {\n    return (\n      `${openDeals.toLocaleString()} open ${openDeals === 1 ? 'deal is' : 'deals are'} ` +\n      'in this pipeline. Close or move them first, so none is left on a board nobody opens.'\n    )\n  }\n  return null\n}\n\n/** What every pipeline write stamps besides its name. */\nexport interface PipelineWriteContext {\n  visibleTo: readonly string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The document a new pipeline is created as: the name, a COPY of the\n * default stages, not the default, active. A copy for the reason\n * `DEFAULT_DEAL_STAGES` gives — a second pipeline seeded later must start\n * from the original set, whatever the first one's editor did to its own.\n */\nexport function newPipelineDocument(\n  name: string,\n  context: PipelineWriteContext,\n): Record<string, unknown> {\n  return {\n    name: String(name ?? '').trim().slice(0, PIPELINE_NAME_MAX),\n    stages: DEFAULT_DEAL_STAGES.map((stage) => ({ ...stage })),\n    isDefault: false,\n    archivedAt: null,\n    visibleTo: [...context.visibleTo],\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * Currencies the amount picker offers, lowercase ISO 4217 as the model\n * stores them. Short on purpose: a picker of a hundred and eighty currencies\n * is a scroll, and a deal in one outside this list is entered through the\n * API with whatever code it carries — the display below formats any code\n * `Intl` knows.\n */\nexport const DEAL_CURRENCIES = [\n  'usd',\n  'eur',\n  'gbp',\n  'cad',\n  'aud',\n  'nzd',\n  'chf',\n  'jpy',\n  'sek',\n  'nok',\n  'dkk',\n  'mxn',\n  'brl',\n  'inr',\n  'sgd',\n] as const\n\nexport const DEFAULT_DEAL_CURRENCY = 'usd'\n\n/** How a deal's `status` reads on screen. */\nexport const DEAL_STATUS_LABELS: Record<CrmDeal['status'], string> = {\n  open: 'Open',\n  won: 'Won',\n  lost: 'Lost',\n}\n\n/** Cents → the reader's locale, or a plain number when the code is unknown. */\nexport function formatMoney(cents: number, currency: string | undefined): string {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toUpperCase()\n  const amount = (Number(cents) || 0) / 100\n  try {\n    return new Intl.NumberFormat(undefined, {\n      style: 'currency',\n      currency: code,\n    }).format(amount)\n  } catch {\n    return `${amount.toFixed(2)} ${code}`\n  }\n}\n\n/**\n * A typed amount, as cents, or `null` when it is not a number.\n *\n * Accepts what people paste from an invoice — a thousands separator, a\n * currency symbol, surrounding space — and refuses a negative: a deal is\n * worth zero or more, and a negative amount here is a typo rather than a\n * refund. Rounded rather than truncated so `19.995` does not lose a cent.\n */\nexport function parseAmountInput(input: string): number | null {\n  const cleaned = String(input ?? '')\n    .replace(/[^0-9.-]/g, '')\n    .trim()\n  if (!cleaned) return null\n  const value = Number(cleaned)\n  if (!Number.isFinite(value) || value < 0) return null\n  return Math.round(value * 100)\n}\n\n/** Cents → the string the amount field shows, `''` for nothing. */\nexport function amountInputValue(cents: number | undefined | null): string {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return ''\n  return (cents / 100).toFixed(2)\n}\n\n/**\n * Epoch ms from whatever a timestamp field holds after a round trip — a\n * Firestore `Timestamp`, a `Date` a client just wrote, or a number.\n */\nexport function timestampMs(value: unknown): number | null {\n  if (!value) return null\n  if (typeof value === 'number') return Number.isFinite(value) ? value : null\n  if (value instanceof Date) return value.getTime()\n  const seconds = (value as { seconds?: unknown }).seconds\n  if (typeof seconds === 'number') return seconds * 1000\n  const toMillis = (value as { toMillis?: () => number }).toMillis\n  if (typeof toMillis === 'function') return toMillis.call(value)\n  return null\n}\n\n/** Whole days a deal has sat in its current stage, never negative. */\nexport function daysInStage(\n  deal: Pick<CrmDeal, 'stageChangedAtMs' | 'createdAt'>,\n  nowMs: number,\n): number {\n  const since =\n    typeof deal.stageChangedAtMs === 'number'\n      ? deal.stageChangedAtMs\n      : timestampMs(deal.createdAt)\n  if (!since) return 0\n  return Math.max(0, Math.floor((nowMs - since) / 86_400_000))\n}\n\n/** A sum per currency, because two currencies never add into one number. */\nexport type AmountByCurrency = Record<string, number>\n\nfunction addAmount(\n  totals: AmountByCurrency,\n  currency: string | undefined,\n  cents: number,\n): void {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  totals[code] = (totals[code] ?? 0) + cents\n}\n\nexport interface BoardSummary {\n  /** Deals whose `status` is `open`, whatever stage they sit in. */\n  openCount: number\n  /** Every open deal's full amount, per currency. */\n  valueByCurrency: AmountByCurrency\n  /** Every open deal's amount times its stage's probability, per currency. */\n  weightedByCurrency: AmountByCurrency\n}\n\n/**\n * The three figures above the board.\n *\n * Closed deals are excluded from both totals rather than counted at full or\n * zero value: the summary describes what is still in play, and a won deal\n * counted in \"pipeline value\" would make the pipeline look larger every time\n * something closed. `weightedDealAmountCents` already answers zero for a\n * stage the pipeline no longer has.\n */\nexport function boardSummary(\n  deals: readonly Pick<\n    CrmDeal,\n    'status' | 'amountCents' | 'currency' | 'stageId'\n  >[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): BoardSummary {\n  const summary: BoardSummary = {\n    openCount: 0,\n    valueByCurrency: {},\n    weightedByCurrency: {},\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    summary.openCount += 1\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    addAmount(summary.valueByCurrency, deal.currency, amount)\n    addAmount(\n      summary.weightedByCurrency,\n      deal.currency,\n      weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId)),\n    )\n  }\n  return summary\n}\n\n/** `$1,200.00 · €300.00` — one figure per currency, largest first. */\nexport function formatAmountByCurrency(totals: AmountByCurrency): string {\n  const entries = Object.entries(totals).sort((a, b) => b[1] - a[1])\n  if (!entries.length) return formatMoney(0, DEFAULT_DEAL_CURRENCY)\n  return entries.map(([code, cents]) => formatMoney(cents, code)).join(' · ')\n}\n\n/** The pipeline's stages in `order`, ties broken by position. */\nexport function sortedStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return [...(pipeline?.stages ?? [])]\n    .map((stage, index) => ({ stage, index }))\n    .sort((a, b) => a.stage.order - b.stage.order || a.index - b.index)\n    .map(({ stage }) => stage)\n}\n\n/** The stages a deal can be dragged between — everything that is not closed. */\nexport function openStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return sortedStages(pipeline).filter((stage) => stage.kind === 'open')\n}\n\n/** The stage whose `kind` is `won` or `lost`, or null when the pipeline lacks one. */\nexport function closingStage(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n  kind: 'won' | 'lost',\n): CrmDealStage | null {\n  return sortedStages(pipeline).find((stage) => stage.kind === kind) ?? null\n}\n\n/**\n * The id a new stage is stored under: the name as a slug, made unique\n * against the stages already there.\n *\n * A slug rather than a random id because the id appears in every deal that\n * sits in the stage and in every automation filter that names it, so a\n * reader looking at `stageId == \"demo-booked\"` should be able to tell which\n * stage that is without opening the pipeline. Uniqueness is what keeps a\n * second \"Demo\" from silently becoming the first.\n */\nexport function newStageId(\n  name: string,\n  existing: readonly CrmDealStage[],\n): string {\n  const base =\n    String(name ?? '')\n      .trim()\n      .toLowerCase()\n      .replace(/[^a-z0-9]+/g, '-')\n      .replace(/^-+|-+$/g, '')\n      .slice(0, 40) || 'stage'\n  const taken = new Set(existing.map((stage) => stage.id))\n  if (!taken.has(base)) return base\n  let suffix = 2\n  while (taken.has(`${base}-${suffix}`)) suffix += 1\n  return `${base}-${suffix}`\n}\n\n/**\n * Stages re-numbered 0..n in the order they are GIVEN.\n *\n * Positional on purpose: every caller hands this an array it has already\n * arranged — a swap, a splice, a filter over the sorted stages — and the\n * stored `order` on each entry is the arrangement being replaced. Sorting by\n * it here would put a swapped pair straight back where it was.\n */\nexport function renumberStages(\n  stages: readonly CrmDealStage[],\n): CrmDealStage[] {\n  return stages.map((stage, order) => ({ ...stage, order }))\n}\n\n/** 0–100, whole numbers; anything else becomes the nearest bound. */\nexport function clampProbability(value: unknown): number {\n  const number = Math.round(Number(value))\n  if (!Number.isFinite(number)) return 0\n  return Math.min(100, Math.max(0, number))\n}\n\n/**\n * Add an open stage in front of the closing stages.\n *\n * Won and Lost stay last: a pipeline reads left to right as a progression,\n * and a stage added after \"Won\" would be a step past the end.\n */\nexport function addStage(\n  stages: readonly CrmDealStage[],\n  name: string,\n  probability = 50,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return [...stages]\n  const sorted = sortedStages({ stages: [...stages] })\n  const firstClosed = sorted.findIndex((stage) => stage.kind !== 'open')\n  const at = firstClosed === -1 ? sorted.length : firstClosed\n  const stage: CrmDealStage = {\n    id: newStageId(trimmed, sorted),\n    name: trimmed,\n    order: at,\n    probability: clampProbability(probability),\n    kind: 'open',\n  }\n  sorted.splice(at, 0, stage)\n  return renumberStages(sorted)\n}\n\nexport function renameStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  name: string,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  return stages.map((stage) =>\n    stage.id === stageId && trimmed ? { ...stage, name: trimmed } : stage,\n  )\n}\n\n/**\n * Set an OPEN stage's probability. Won is 100 and Lost is 0 by definition —\n * `weightedDealAmountCents` reads the status before the stage, so a Won\n * stage at 60% would change nothing and only mislead the editor.\n */\nexport function setStageProbability(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  probability: unknown,\n): CrmDealStage[] {\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, probability: clampProbability(probability) }\n      : stage,\n  )\n}\n\n/**\n * Swap an open stage with its open neighbor. The closing stages are not in\n * the reorderable range, so an open stage can never be moved past Won.\n */\nexport function moveStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  direction: 'up' | 'down',\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...stages] })\n  const index = sorted.findIndex((stage) => stage.id === stageId)\n  if (index === -1 || sorted[index].kind !== 'open') return sorted\n  const target = direction === 'up' ? index - 1 : index + 1\n  if (target < 0 || target >= sorted.length) return sorted\n  if (sorted[target].kind !== 'open') return sorted\n  const swapped = [...sorted]\n  const moving = swapped[index]\n  swapped[index] = swapped[target]\n  swapped[target] = moving\n  return renumberStages(swapped)\n}\n\n/**\n * Why a stage cannot be removed, or `null` when it can.\n *\n * `dealsInStage` is the server's count, asked for before this is called: a\n * stage with deals in it cannot go, because every one of those deals would\n * be left pointing at a stage that no longer exists and worth nothing to the\n * forecast. The closing stages cannot go at all — a deal has to be able to\n * be won and lost.\n */\nexport function stageRemovalRefusal(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  dealsInStage: number,\n): string | null {\n  const stage = stages.find((entry) => entry.id === stageId)\n  if (!stage) return 'This stage is no longer in the pipeline.'\n  if (stage.kind !== 'open') {\n    return `Every pipeline keeps its ${stage.kind === 'won' ? 'Won' : 'Lost'} stage.`\n  }\n  if (openStages({ stages: [...stages] }).length <= 1) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  if (dealsInStage > 0) {\n    return (\n      `${dealsInStage.toLocaleString()} ${dealsInStage === 1 ? 'deal is' : 'deals are'} ` +\n      'in this stage. Move them first, so none is left in a stage that no longer exists.'\n    )\n  }\n  return null\n}\n\nexport function removeStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n): CrmDealStage[] {\n  return renumberStages(stages.filter((stage) => stage.id !== stageId))\n}\n\n/**\n * What a stored set of stages has to satisfy before it is written back:\n * unique ids, a name on every stage, exactly one Won and one Lost, at least\n * one open stage. The editor refuses a save that fails this rather than\n * writing a pipeline the board cannot draw.\n */\nexport function stagesProblem(stages: readonly CrmDealStage[]): string | null {\n  if (!stages.length) return 'A pipeline needs stages.'\n  const ids = new Set<string>()\n  for (const stage of stages) {\n    if (!stage.id) return 'Every stage needs an id.'\n    if (ids.has(stage.id)) return `Two stages share the id \"${stage.id}\".`\n    ids.add(stage.id)\n    if (!String(stage.name ?? '').trim()) return 'Every stage needs a name.'\n  }\n  const won = stages.filter((stage) => stage.kind === 'won').length\n  const lost = stages.filter((stage) => stage.kind === 'lost').length\n  if (won !== 1) return 'A pipeline has exactly one Won stage.'\n  if (lost !== 1) return 'A pipeline has exactly one Lost stage.'\n  if (!stages.some((stage) => stage.kind === 'open')) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  return null\n}\n\n/**\n * The event a stage change emits, and the flat payload a workflow filter\n * reads (AGL-2598). Strings and numbers only — a workflow expression\n * evaluates over scalars, and an absent link is the empty string rather than\n * a missing key so `contactId == \"\"` is a filter somebody can write.\n */\nexport type DealEventName = 'dealStageChanged' | 'dealWon' | 'dealLost'\n\nexport function dealEventName(status: CrmDeal['status']): DealEventName {\n  if (status === 'won') return 'dealWon'\n  if (status === 'lost') return 'dealLost'\n  return 'dealStageChanged'\n}\n\nexport function dealEventPayload(\n  dealId: string,\n  deal: Pick<\n    CrmDeal,\n    | 'title'\n    | 'amountCents'\n    | 'currency'\n    | 'stageId'\n    | 'ownerUid'\n    | 'contactId'\n    | 'companyId'\n    | 'lostReason'\n  >,\n  previousStageId: string,\n): Record<string, string | number> {\n  return {\n    dealId,\n    title: String(deal.title ?? ''),\n    amountCents: Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0)),\n    currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    stageId: String(deal.stageId ?? ''),\n    previousStageId: String(previousStageId ?? ''),\n    ownerUid: String(deal.ownerUid ?? ''),\n    contactId: String(deal.contactId ?? ''),\n    companyId: String(deal.companyId ?? ''),\n    ...(deal.lostReason ? { lostReason: String(deal.lostReason) } : {}),\n  }\n}\n\n/** Initials for an avatar: the first letters of the first two words. */\nexport function initialsFor(label: string): string {\n  const words = String(label ?? '')\n    .trim()\n    .split(/[\\s@._-]+/)\n    .filter(Boolean)\n  const letters = words\n    .slice(0, 2)\n    .map((word) => word[0])\n    .join('')\n  return (letters || '?').toUpperCase()\n}\n\n/**\n * A stable hue for one person, so an owner keeps one color across cards and\n * sessions. Hashing the label rather than picking from a palette is what\n * makes the same uid the same color on every machine.\n */\nexport function hueFor(label: string): number {\n  let hash = 0\n  for (let index = 0; index < label.length; index += 1) {\n    hash = (hash * 31 + label.charCodeAt(index)) % 360\n  }\n  return hash\n}\n\n/** `2026-09-05` for a date input, from epoch ms; `''` for none. */\nexport function dateInputValue(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const at = new Date(ms)\n  const offset = at.getTimezoneOffset() * 60_000\n  return new Date(ms - offset).toISOString().slice(0, 10)\n}\n\n/**\n * Epoch ms at local noon of a typed `YYYY-MM-DD`, or `null`.\n *\n * Noon rather than midnight so the day survives a timezone round trip: a\n * close date stored at local midnight and read back one timezone west shows\n * the day before.\n */\nexport function dateInputMs(value: string): number | null {\n  const match = /^(\\d{4})-(\\d{2})-(\\d{2})$/.exec(String(value ?? '').trim())\n  if (!match) return null\n  const at = new Date(\n    Number(match[1]),\n    Number(match[2]) - 1,\n    Number(match[3]),\n    12,\n    0,\n    0,\n    0,\n  )\n  return Number.isNaN(at.getTime()) ? null : 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package/src/lib/model/deal-form-model.d.ts

@@ -0,0 +1,114 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type DealDoc, type PipelineDoc } from './deal-board-model';
+/** What the drawer edits — strings as the inputs hold them. */
+export interface DealFormValues {
+    title: string;
+    pipelineId: string;
+    stageId: string;
+    /** As typed: `1,250.00`; parsed at save. */
+    amount: string;
+    currency: string;
+    /** `YYYY-MM-DD` from a date input, or empty. */
+    expectedClose: string;
+    ownerUid: string;
+    contactId: string;
+    contactName: string;
+    companyId: string;
+    companyName: string;
+    notes: string;
+}
+export declare const DEAL_TITLE_MAX = 120;
+export declare const DEAL_NOTES_MAX = 4000;
+/**
+ * A blank form aimed at a pipeline's first open stage.
+ *
+ * `defaults` is how a contact's page or a company's page starts a deal
+ * already linked to itself: the caller passes the ids and names it knows and
+ * the drawer opens with those fields filled. Anything it does not pass stays
+ * blank rather than being guessed.
+ */
+export declare function emptyDealForm(pipeline: Pick<PipelineDoc, '$id' | 'stages'> | null | undefined, defaults?: Partial<DealFormValues>): DealFormValues;
+/** The form an existing deal opens as. */
+export declare function dealFormFromDoc(deal: DealDoc): DealFormValues;
+/**
+ * Why the form cannot be saved, or `null` when it can.
+ *
+ * A title is the one thing a deal needs — a card with no title is a card
+ * nobody can find on the board. The amount is optional but, if typed, has to
+ * parse: a deal saved with an amount the merchant typed and the model dropped
+ * would forecast at zero without saying so. The stage is only checked on a
+ * new deal, because an existing deal's stage is moved by the stage route and
+ * is not this form's to write.
+ */
+export declare function dealFormProblem(values: DealFormValues, mode: 'create' | 'edit'): string | null;
+/** What every deal write stamps besides the fields the form edits. */
+export interface DealWriteContext {
+    visibleTo: string[];
+    hostId: string;
+    uid: string;
+    nowMs: number;
+}
+/**
+ * The document a new deal is created as. Open, in the chosen stage, with
+ * the stage clock started now so "days in stage" counts from creation.
+ */
+export declare function dealDocumentFromForm(values: DealFormValues, context: DealWriteContext): Record<string, unknown>;
+/**
+ * The patch an edit writes. Never the stage, the status or the scope: the
+ * stage goes through the server route so the automations hear it, and the
+ * scope is changed only by an org-wide member on purpose.
+ *
+ * Nor the amount or the currency of a deal whose amount is DERIVED
+ * (`amountDerived`, AGL-2620): with line items on the deal the amount is
+ * their sum and the currency is theirs, both owned by the products card. The
+ * form shows them read-only, and a patch that re-wrote the number it was
+ * seeded with would overwrite a line added from another tab meanwhile.
+ */
+export declare function dealPatchFromForm(values: DealFormValues, nowMs: number, options?: {
+    amountDerived?: boolean;
+}): {
+    set: Record<string, unknown>;
+    clear: string[];
+};
+/** A contact as the picker offers it. */
+export interface ContactChoice {
+    id: string;
+    name: string;
+    email: string;
+}
+/**
+ * The contacts a typed query matches, from a window of recent contact rows,
+ * in the list's own grammar.
+ *
+ * In memory rather than by query because the contacts collection has no
+ * composite index over `visibleTo` with `nameLower` or `email`, and a
+ * scoped list can carry only one array clause — so the picker reads the
+ * newest rows the viewer may see (bounded, ordered) and matches here. The
+ * match is what the list's search does: the normalized query as a prefix of
+ * the email, or as a prefix of any word of the name (`nameTokens` holds
+ * every word prefix a write produced; `nameLower` covers rows written before
+ * the tokens existed). The holder's own name for the person wins over the
+ * canonical one, as everywhere else.
+ */
+export declare function contactChoicesFor(queryText: string, rows: readonly Record<string, unknown>[], 
+/**
+ * The holder each row is named through: one group for every row under a
+ * site, or a resolver per row at the organization level (AGL-2630), where
+ * each contact reads through its own primary holder.
+ */
+groupId: string | ((row: Record<string, unknown>) => string), max?: number): ContactChoice[];

package/src/lib/model/deal-form-model.js

@@ -0,0 +1,218 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * The deal drawer's values and the documents they become (AGL-2598), as pure
+ * functions — the drawer holds strings the way inputs do, and this module is
+ * the one place those strings turn into the typed fields a `CrmDeal` stores.
+ * Kept out of the component so the translation can be tested without a
+ * Firestore or a DOM, and so the contact card and the company card, which
+ * open the same drawer with a link preselected, build a deal the same way.
+ */ import { contactDisplayName, nameSearchKey, nameSearchToken } from "@aglyn/aglyn";
+import { amountInputValue, dateInputMs, dateInputValue, DEFAULT_DEAL_CURRENCY, openStages, parseAmountInput } from "./deal-board-model.js";
+export const DEAL_TITLE_MAX = 120;
+export const DEAL_NOTES_MAX = 4000;
+/**
+ * A blank form aimed at a pipeline's first open stage.
+ *
+ * `defaults` is how a contact's page or a company's page starts a deal
+ * already linked to itself: the caller passes the ids and names it knows and
+ * the drawer opens with those fields filled. Anything it does not pass stays
+ * blank rather than being guessed.
+ */ export function emptyDealForm(pipeline, defaults = {}) {
+    var _ref, _ref1;
+    const firstOpen = openStages(pipeline)[0];
+    return _extends({
+        title: '',
+        pipelineId: (_ref = pipeline == null ? void 0 : pipeline.$id) != null ? _ref : '',
+        stageId: (_ref1 = firstOpen == null ? void 0 : firstOpen.id) != null ? _ref1 : '',
+        amount: '',
+        currency: DEFAULT_DEAL_CURRENCY,
+        expectedClose: '',
+        ownerUid: '',
+        contactId: '',
+        contactName: '',
+        companyId: '',
+        companyName: '',
+        notes: ''
+    }, defaults);
+}
+/** The form an existing deal opens as. */ export function dealFormFromDoc(deal) {
+    var _deal_title, _deal_pipelineId, _deal_stageId, _deal_ownerUid, _deal_contactId, _deal_contactName, _deal_companyId, _deal_companyName, _deal_notes;
+    return {
+        title: String((_deal_title = deal.title) != null ? _deal_title : ''),
+        pipelineId: String((_deal_pipelineId = deal.pipelineId) != null ? _deal_pipelineId : ''),
+        stageId: String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''),
+        amount: amountInputValue(deal.amountCents),
+        currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),
+        expectedClose: dateInputValue(deal.expectedCloseAtMs),
+        ownerUid: String((_deal_ownerUid = deal.ownerUid) != null ? _deal_ownerUid : ''),
+        contactId: String((_deal_contactId = deal.contactId) != null ? _deal_contactId : ''),
+        contactName: String((_deal_contactName = deal.contactName) != null ? _deal_contactName : ''),
+        companyId: String((_deal_companyId = deal.companyId) != null ? _deal_companyId : ''),
+        companyName: String((_deal_companyName = deal.companyName) != null ? _deal_companyName : ''),
+        notes: String((_deal_notes = deal.notes) != null ? _deal_notes : '')
+    };
+}
+/**
+ * Why the form cannot be saved, or `null` when it can.
+ *
+ * A title is the one thing a deal needs — a card with no title is a card
+ * nobody can find on the board. The amount is optional but, if typed, has to
+ * parse: a deal saved with an amount the merchant typed and the model dropped
+ * would forecast at zero without saying so. The stage is only checked on a
+ * new deal, because an existing deal's stage is moved by the stage route and
+ * is not this form's to write.
+ */ export function dealFormProblem(values, mode) {
+    if (!values.title.trim()) return 'A deal needs a title.';
+    if (values.amount.trim() && parseAmountInput(values.amount) === null) {
+        return 'The amount has to be a number of zero or more.';
+    }
+    if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {
+        return 'The expected close has to be a date.';
+    }
+    if (mode === 'create' && (!values.pipelineId || !values.stageId)) {
+        return 'Pick the stage the deal starts in.';
+    }
+    return null;
+}
+/**
+ * The optional fields, as the values to SET and the keys to CLEAR.
+ *
+ * Split rather than written as `null` because a deal's optional ids are
+ * typed as absent-or-string, and the indexes on `contactId` and `companyId`
+ * are what the contact and company pages query — a `null` there would be a
+ * row those pages cannot see and a filter on "no contact" could not find
+ * either. On a create the cleared keys are simply not written; on an edit
+ * the component turns them into field deletes.
+ */ function optionalFields(values) {
+    const set = {};
+    const clear = [];
+    const put = (key, value)=>{
+        if (value === null || value === '') clear.push(key);
+        else set[key] = value;
+    };
+    put('amountCents', parseAmountInput(values.amount));
+    put('expectedCloseAtMs', dateInputMs(values.expectedClose));
+    put('ownerUid', values.ownerUid.trim());
+    put('contactId', values.contactId.trim());
+    put('contactName', values.contactId.trim() ? values.contactName.trim() : '');
+    put('companyId', values.companyId.trim());
+    put('companyName', values.companyId.trim() ? values.companyName.trim() : '');
+    put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX));
+    return {
+        set,
+        clear
+    };
+}
+/**
+ * The document a new deal is created as. Open, in the chosen stage, with
+ * the stage clock started now so "days in stage" counts from creation.
+ */ export function dealDocumentFromForm(values, context) {
+    const title = values.title.trim().slice(0, DEAL_TITLE_MAX);
+    const { set } = optionalFields(values);
+    return _extends({
+        title,
+        titleLower: nameSearchKey(title),
+        pipelineId: values.pipelineId,
+        stageId: values.stageId,
+        status: 'open',
+        currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),
+        stageChangedAtMs: context.nowMs
+    }, set, {
+        visibleTo: context.visibleTo,
+        hostId: context.hostId,
+        createdByUid: context.uid,
+        createdAt: new Date(context.nowMs),
+        updatedAt: new Date(context.nowMs)
+    });
+}
+/**
+ * The patch an edit writes. Never the stage, the status or the scope: the
+ * stage goes through the server route so the automations hear it, and the
+ * scope is changed only by an org-wide member on purpose.
+ *
+ * Nor the amount or the currency of a deal whose amount is DERIVED
+ * (`amountDerived`, AGL-2620): with line items on the deal the amount is
+ * their sum and the currency is theirs, both owned by the products card. The
+ * form shows them read-only, and a patch that re-wrote the number it was
+ * seeded with would overwrite a line added from another tab meanwhile.
+ */ export function dealPatchFromForm(values, nowMs, options = {}) {
+    const title = values.title.trim().slice(0, DEAL_TITLE_MAX);
+    const { set, clear } = optionalFields(values);
+    if (options.amountDerived) {
+        delete set['amountCents'];
+        return {
+            set: _extends({
+                title,
+                titleLower: nameSearchKey(title)
+            }, set, {
+                updatedAt: new Date(nowMs)
+            }),
+            clear: clear.filter((key)=>key !== 'amountCents')
+        };
+    }
+    return {
+        set: _extends({
+            title,
+            titleLower: nameSearchKey(title),
+            currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase()
+        }, set, {
+            updatedAt: new Date(nowMs)
+        }),
+        clear
+    };
+}
+/**
+ * The contacts a typed query matches, from a window of recent contact rows,
+ * in the list's own grammar.
+ *
+ * In memory rather than by query because the contacts collection has no
+ * composite index over `visibleTo` with `nameLower` or `email`, and a
+ * scoped list can carry only one array clause — so the picker reads the
+ * newest rows the viewer may see (bounded, ordered) and matches here. The
+ * match is what the list's search does: the normalized query as a prefix of
+ * the email, or as a prefix of any word of the name (`nameTokens` holds
+ * every word prefix a write produced; `nameLower` covers rows written before
+ * the tokens existed). The holder's own name for the person wins over the
+ * canonical one, as everywhere else.
+ */ export function contactChoicesFor(queryText, rows, /**
+   * The holder each row is named through: one group for every row under a
+   * site, or a resolver per row at the organization level (AGL-2630), where
+   * each contact reads through its own primary holder.
+   */ groupId, max = 8) {
+    const key = nameSearchKey(queryText);
+    const token = nameSearchToken(queryText);
+    const choices = [];
+    for (const row of rows){
+        var _row_email, _row_$id;
+        const email = String((_row_email = row['email']) != null ? _row_email : '').toLowerCase();
+        const name = contactDisplayName(row, typeof groupId === 'function' ? groupId(row) : groupId);
+        const nameLower = nameSearchKey(name);
+        const tokens = Array.isArray(row['nameTokens']) ? row['nameTokens'].map(String) : [];
+        const matches = !key || email.startsWith(key) || nameLower.startsWith(key) || nameLower.includes(` ${key}`) || (token ? tokens.includes(token) : false);
+        if (!matches) continue;
+        choices.push({
+            id: String((_row_$id = row['$id']) != null ? _row_$id : ''),
+            name,
+            email
+        });
+        if (choices.length >= max) break;
+    }
+    return choices;
+}
+
+//# sourceMappingURL=deal-form-model.js.map

package/src/lib/model/deal-form-model.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-form-model.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The deal drawer's values and the documents they become (AGL-2598), as pure\n * functions — the drawer holds strings the way inputs do, and this module is\n * the one place those strings turn into the typed fields a `CrmDeal` stores.\n * Kept out of the component so the translation can be tested without a\n * Firestore or a DOM, and so the contact card and the company card, which\n * open the same drawer with a link preselected, build a deal the same way.\n */\n\nimport {\n  contactDisplayName,\n  type CrmDeal,\n  nameSearchKey,\n  nameSearchToken,\n} from '@aglyn/aglyn'\nimport {\n  amountInputValue,\n  dateInputMs,\n  dateInputValue,\n  DEFAULT_DEAL_CURRENCY,\n  type DealDoc,\n  openStages,\n  parseAmountInput,\n  type PipelineDoc,\n} from './deal-board-model'\n\n/** What the drawer edits — strings as the inputs hold them. */\nexport interface DealFormValues {\n  title: string\n  pipelineId: string\n  stageId: string\n  /** As typed: `1,250.00`; parsed at save. */\n  amount: string\n  currency: string\n  /** `YYYY-MM-DD` from a date input, or empty. */\n  expectedClose: string\n  ownerUid: string\n  contactId: string\n  contactName: string\n  companyId: string\n  companyName: string\n  notes: string\n}\n\nexport const DEAL_TITLE_MAX = 120\nexport const DEAL_NOTES_MAX = 4000\n\n/**\n * A blank form aimed at a pipeline's first open stage.\n *\n * `defaults` is how a contact's page or a company's page starts a deal\n * already linked to itself: the caller passes the ids and names it knows and\n * the drawer opens with those fields filled. Anything it does not pass stays\n * blank rather than being guessed.\n */\nexport function emptyDealForm(\n  pipeline: Pick<PipelineDoc, '$id' | 'stages'> | null | undefined,\n  defaults: Partial<DealFormValues> = {},\n): DealFormValues {\n  const firstOpen = openStages(pipeline)[0]\n  return {\n    title: '',\n    pipelineId: pipeline?.$id ?? '',\n    stageId: firstOpen?.id ?? '',\n    amount: '',\n    currency: DEFAULT_DEAL_CURRENCY,\n    expectedClose: '',\n    ownerUid: '',\n    contactId: '',\n    contactName: '',\n    companyId: '',\n    companyName: '',\n    notes: '',\n    ...defaults,\n  }\n}\n\n/** The form an existing deal opens as. */\nexport function dealFormFromDoc(deal: DealDoc): DealFormValues {\n  return {\n    title: String(deal.title ?? ''),\n    pipelineId: String(deal.pipelineId ?? ''),\n    stageId: String(deal.stageId ?? ''),\n    amount: amountInputValue(deal.amountCents),\n    currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    expectedClose: dateInputValue(deal.expectedCloseAtMs),\n    ownerUid: String(deal.ownerUid ?? ''),\n    contactId: String(deal.contactId ?? ''),\n    contactName: String(deal.contactName ?? ''),\n    companyId: String(deal.companyId ?? ''),\n    companyName: String(deal.companyName ?? ''),\n    notes: String(deal.notes ?? ''),\n  }\n}\n\n/**\n * Why the form cannot be saved, or `null` when it can.\n *\n * A title is the one thing a deal needs — a card with no title is a card\n * nobody can find on the board. The amount is optional but, if typed, has to\n * parse: a deal saved with an amount the merchant typed and the model dropped\n * would forecast at zero without saying so. The stage is only checked on a\n * new deal, because an existing deal's stage is moved by the stage route and\n * is not this form's to write.\n */\nexport function dealFormProblem(\n  values: DealFormValues,\n  mode: 'create' | 'edit',\n): string | null {\n  if (!values.title.trim()) return 'A deal needs a title.'\n  if (values.amount.trim() && parseAmountInput(values.amount) === null) {\n    return 'The amount has to be a number of zero or more.'\n  }\n  if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {\n    return 'The expected close has to be a date.'\n  }\n  if (mode === 'create' && (!values.pipelineId || !values.stageId)) {\n    return 'Pick the stage the deal starts in.'\n  }\n  return null\n}\n\n/** What every deal write stamps besides the fields the form edits. */\nexport interface DealWriteContext {\n  visibleTo: string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The optional fields, as the values to SET and the keys to CLEAR.\n *\n * Split rather than written as `null` because a deal's optional ids are\n * typed as absent-or-string, and the indexes on `contactId` and `companyId`\n * are what the contact and company pages query — a `null` there would be a\n * row those pages cannot see and a filter on \"no contact\" could not find\n * either. On a create the cleared keys are simply not written; on an edit\n * the component turns them into field deletes.\n */\nfunction optionalFields(values: DealFormValues): {\n  set: Record<string, string | number>\n  clear: string[]\n} {\n  const set: Record<string, string | number> = {}\n  const clear: string[] = []\n  const put = (key: string, value: string | number | null) => {\n    if (value === null || value === '') clear.push(key)\n    else set[key] = value\n  }\n  put('amountCents', parseAmountInput(values.amount))\n  put('expectedCloseAtMs', dateInputMs(values.expectedClose))\n  put('ownerUid', values.ownerUid.trim())\n  put('contactId', values.contactId.trim())\n  put('contactName', values.contactId.trim() ? values.contactName.trim() : '')\n  put('companyId', values.companyId.trim())\n  put('companyName', values.companyId.trim() ? values.companyName.trim() : '')\n  put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX))\n  return { set, clear }\n}\n\n/**\n * The document a new deal is created as. Open, in the chosen stage, with\n * the stage clock started now so \"days in stage\" counts from creation.\n */\nexport function dealDocumentFromForm(\n  values: DealFormValues,\n  context: DealWriteContext,\n): Record<string, unknown> {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set } = optionalFields(values)\n  return {\n    title,\n    titleLower: nameSearchKey(title),\n    pipelineId: values.pipelineId,\n    stageId: values.stageId,\n    status: 'open' satisfies CrmDeal['status'],\n    currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    stageChangedAtMs: context.nowMs,\n    ...set,\n    visibleTo: context.visibleTo,\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * The patch an edit writes. Never the stage, the status or the scope: the\n * stage goes through the server route so the automations hear it, and the\n * scope is changed only by an org-wide member on purpose.\n *\n * Nor the amount or the currency of a deal whose amount is DERIVED\n * (`amountDerived`, AGL-2620): with line items on the deal the amount is\n * their sum and the currency is theirs, both owned by the products card. The\n * form shows them read-only, and a patch that re-wrote the number it was\n * seeded with would overwrite a line added from another tab meanwhile.\n */\nexport function dealPatchFromForm(\n  values: DealFormValues,\n  nowMs: number,\n  options: { amountDerived?: boolean } = {},\n): { set: Record<string, unknown>; clear: string[] } {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set, clear } = optionalFields(values)\n  if (options.amountDerived) {\n    delete set['amountCents']\n    return {\n      set: { title, titleLower: nameSearchKey(title), ...set, updatedAt: new Date(nowMs) },\n      clear: clear.filter((key) => key !== 'amountCents'),\n    }\n  }\n  return {\n    set: {\n      title,\n      titleLower: nameSearchKey(title),\n      currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n      ...set,\n      updatedAt: new Date(nowMs),\n    },\n    clear,\n  }\n}\n\n/** A contact as the picker offers it. */\nexport interface ContactChoice {\n  id: string\n  name: string\n  email: string\n}\n\n/**\n * The contacts a typed query matches, from a window of recent contact rows,\n * in the list's own grammar.\n *\n * In memory rather than by query because the contacts collection has no\n * composite index over `visibleTo` with `nameLower` or `email`, and a\n * scoped list can carry only one array clause — so the picker reads the\n * newest rows the viewer may see (bounded, ordered) and matches here. The\n * match is what the list's search does: the normalized query as a prefix of\n * the email, or as a prefix of any word of the name (`nameTokens` holds\n * every word prefix a write produced; `nameLower` covers rows written before\n * the tokens existed). The holder's own name for the person wins over the\n * canonical one, as everywhere else.\n */\nexport function contactChoicesFor(\n  queryText: string,\n  rows: readonly Record<string, unknown>[],\n  /**\n   * The holder each row is named through: one group for every row under a\n   * site, or a resolver per row at the organization level (AGL-2630), where\n   * each contact reads through its own primary holder.\n   */\n  groupId: string | ((row: Record<string, unknown>) => string),\n  max = 8,\n): ContactChoice[] {\n  const key = nameSearchKey(queryText)\n  const token = nameSearchToken(queryText)\n  const choices: ContactChoice[] = []\n  for (const row of rows) {\n    const email = String(row['email'] ?? '').toLowerCase()\n    const name = contactDisplayName(\n      row,\n      typeof groupId === 'function' ? groupId(row) : groupId,\n    )\n    const nameLower = nameSearchKey(name)\n    const tokens = Array.isArray(row['nameTokens'])\n      ? (row['nameTokens'] as unknown[]).map(String)\n      : []\n    const matches =\n      !key ||\n      email.startsWith(key) ||\n      nameLower.startsWith(key) ||\n      nameLower.includes(` ${key}`) ||\n      (token ? tokens.includes(token) : false)\n    if (!matches) continue\n    choices.push({ id: String(row['$id'] ?? ''), name, email })\n    if (choices.length >= max) break\n  }\n  return choices\n}\n"],"names":["contactDisplayName","nameSearchKey","nameSearchToken","amountInputValue","dateInputMs","dateInputValue","DEFAULT_DEAL_CURRENCY","openStages","parseAmountInput","DEAL_TITLE_MAX","DEAL_NOTES_MAX","emptyDealForm","pipeline","defaults","firstOpen","title","pipelineId","$id","stageId","id","amount","currency","expectedClose","ownerUid","contactId","contactName","companyId","companyName","notes","dealFormFromDoc","deal","String","amountCents","toLowerCase","expectedCloseAtMs","dealFormProblem","values","mode","trim","optionalFields","set","clear","put","key","value","push","slice","dealDocumentFromForm","context","titleLower","status","stageChangedAtMs","nowMs","visibleTo","hostId","createdByUid","uid","createdAt","Date","updatedAt","dealPatchFromForm","options","amountDerived","filter","contactChoicesFor","queryText","rows","groupId","max","token","choices","row","email","name","nameLower","tokens","Array","isArray","map","matches","startsWith","includes","length"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;CAOC,GAED,SACEA,kBAAkB,EAElBC,aAAa,EACbC,eAAe,QACV,eAAc;AACrB,SACEC,gBAAgB,EAChBC,WAAW,EACXC,cAAc,EACdC,qBAAqB,EAErBC,UAAU,EACVC,gBAAgB,QAEX,wBAAoB;AAoB3B,OAAO,MAAMC,iBAAiB,IAAG;AACjC,OAAO,MAAMC,iBAAiB,KAAI;AAElC;;;;;;;CAOC,GACD,OAAO,SAASC,cACdC,QAAgE,EAChEC,WAAoC,CAAC,CAAC;;IAEtC,MAAMC,YAAYP,WAAWK,SAAS,CAAC,EAAE;IACzC,OAAO;QACLG,OAAO;QACPC,UAAU,UAAEJ,4BAAAA,SAAUK,GAAG,mBAAI;QAC7BC,OAAO,WAAEJ,6BAAAA,UAAWK,EAAE,oBAAI;QAC1BC,QAAQ;QACRC,UAAUf;QACVgB,eAAe;QACfC,UAAU;QACVC,WAAW;QACXC,aAAa;QACbC,WAAW;QACXC,aAAa;QACbC,OAAO;OACJf;AAEP;AAEA,wCAAwC,GACxC,OAAO,SAASgB,gBAAgBC,IAAa;QAE3BA,aACKA,kBACHA,eAICA,gBACCA,iBACEA,mBACFA,iBACEA,mBACNA;IAZhB,OAAO;QACLf,OAAOgB,QAAOD,cAAAA,KAAKf,KAAK,YAAVe,cAAc;QAC5Bd,YAAYe,QAAOD,mBAAAA,KAAKd,UAAU,YAAfc,mBAAmB;QACtCZ,SAASa,QAAOD,gBAAAA,KAAKZ,OAAO,YAAZY,gBAAgB;QAChCV,QAAQjB,iBAAiB2B,KAAKE,WAAW;QACzCX,UAAUU,OAAOD,KAAKT,QAAQ,IAAIf,uBAAuB2B,WAAW;QACpEX,eAAejB,eAAeyB,KAAKI,iBAAiB;QACpDX,UAAUQ,QAAOD,iBAAAA,KAAKP,QAAQ,YAAbO,iBAAiB;QAClCN,WAAWO,QAAOD,kBAAAA,KAAKN,SAAS,YAAdM,kBAAkB;QACpCL,aAAaM,QAAOD,oBAAAA,KAAKL,WAAW,YAAhBK,oBAAoB;QACxCJ,WAAWK,QAAOD,kBAAAA,KAAKJ,SAAS,YAAdI,kBAAkB;QACpCH,aAAaI,QAAOD,oBAAAA,KAAKH,WAAW,YAAhBG,oBAAoB;QACxCF,OAAOG,QAAOD,cAAAA,KAAKF,KAAK,YAAVE,cAAc;IAC9B;AACF;AAEA;;;;;;;;;CASC,GACD,OAAO,SAASK,gBACdC,MAAsB,EACtBC,IAAuB;IAEvB,IAAI,CAACD,OAAOrB,KAAK,CAACuB,IAAI,IAAI,OAAO;IACjC,IAAIF,OAAOhB,MAAM,CAACkB,IAAI,MAAM9B,iBAAiB4B,OAAOhB,MAAM,MAAM,MAAM;QACpE,OAAO;IACT;IACA,IAAIgB,OAAOd,aAAa,CAACgB,IAAI,MAAMlC,YAAYgC,OAAOd,aAAa,MAAM,MAAM;QAC7E,OAAO;IACT;IACA,IAAIe,SAAS,YAAa,CAAA,CAACD,OAAOpB,UAAU,IAAI,CAACoB,OAAOlB,OAAO,AAAD,GAAI;QAChE,OAAO;IACT;IACA,OAAO;AACT;AAUA;;;;;;;;;CASC,GACD,SAASqB,eAAeH,MAAsB;IAI5C,MAAMI,MAAuC,CAAC;IAC9C,MAAMC,QAAkB,EAAE;IAC1B,MAAMC,MAAM,CAACC,KAAaC;QACxB,IAAIA,UAAU,QAAQA,UAAU,IAAIH,MAAMI,IAAI,CAACF;aAC1CH,GAAG,CAACG,IAAI,GAAGC;IAClB;IACAF,IAAI,eAAelC,iBAAiB4B,OAAOhB,MAAM;IACjDsB,IAAI,qBAAqBtC,YAAYgC,OAAOd,aAAa;IACzDoB,IAAI,YAAYN,OAAOb,QAAQ,CAACe,IAAI;IACpCI,IAAI,aAAaN,OAAOZ,SAAS,CAACc,IAAI;IACtCI,IAAI,eAAeN,OAAOZ,SAAS,CAACc,IAAI,KAAKF,OAAOX,WAAW,CAACa,IAAI,KAAK;IACzEI,IAAI,aAAaN,OAAOV,SAAS,CAACY,IAAI;IACtCI,IAAI,eAAeN,OAAOV,SAAS,CAACY,IAAI,KAAKF,OAAOT,WAAW,CAACW,IAAI,KAAK;IACzEI,IAAI,SAASN,OAAOR,KAAK,CAACU,IAAI,GAAGQ,KAAK,CAAC,GAAGpC;IAC1C,OAAO;QAAE8B;QAAKC;IAAM;AACtB;AAEA;;;CAGC,GACD,OAAO,SAASM,qBACdX,MAAsB,EACtBY,OAAyB;IAEzB,MAAMjC,QAAQqB,OAAOrB,KAAK,CAACuB,IAAI,GAAGQ,KAAK,CAAC,GAAGrC;IAC3C,MAAM,EAAE+B,GAAG,EAAE,GAAGD,eAAeH;IAC/B,OAAO;QACLrB;QACAkC,YAAYhD,cAAcc;QAC1BC,YAAYoB,OAAOpB,UAAU;QAC7BE,SAASkB,OAAOlB,OAAO;QACvBgC,QAAQ;QACR7B,UAAUU,OAAOK,OAAOf,QAAQ,IAAIf,uBAAuB2B,WAAW;QACtEkB,kBAAkBH,QAAQI,KAAK;OAC5BZ;QACHa,WAAWL,QAAQK,SAAS;QAC5BC,QAAQN,QAAQM,MAAM;QACtBC,cAAcP,QAAQQ,GAAG;QACzBC,WAAW,IAAIC,KAAKV,QAAQI,KAAK;QACjCO,WAAW,IAAID,KAAKV,QAAQI,KAAK;;AAErC;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASQ,kBACdxB,MAAsB,EACtBgB,KAAa,EACbS,UAAuC,CAAC,CAAC;IAEzC,MAAM9C,QAAQqB,OAAOrB,KAAK,CAACuB,IAAI,GAAGQ,KAAK,CAAC,GAAGrC;IAC3C,MAAM,EAAE+B,GAAG,EAAEC,KAAK,EAAE,GAAGF,eAAeH;IACtC,IAAIyB,QAAQC,aAAa,EAAE;QACzB,OAAOtB,GAAG,CAAC,cAAc;QACzB,OAAO;YACLA,KAAK;gBAAEzB;gBAAOkC,YAAYhD,cAAcc;eAAWyB;gBAAKmB,WAAW,IAAID,KAAKN;;YAC5EX,OAAOA,MAAMsB,MAAM,CAAC,CAACpB,MAAQA,QAAQ;QACvC;IACF;IACA,OAAO;QACLH,KAAK;YACHzB;YACAkC,YAAYhD,cAAcc;YAC1BM,UAAUU,OAAOK,OAAOf,QAAQ,IAAIf,uBAAuB2B,WAAW;WACnEO;YACHmB,WAAW,IAAID,KAAKN;;QAEtBX;IACF;AACF;AASA;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASuB,kBACdC,SAAiB,EACjBC,IAAwC,EACxC;;;;GAIC,GACDC,OAA4D,EAC5DC,MAAM,CAAC;IAEP,MAAMzB,MAAM1C,cAAcgE;IAC1B,MAAMI,QAAQnE,gBAAgB+D;IAC9B,MAAMK,UAA2B,EAAE;IACnC,KAAK,MAAMC,OAAOL,KAAM;YACDK,YAgBKA;QAhB1B,MAAMC,QAAQzC,QAAOwC,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgB,IAAItC,WAAW;QACpD,MAAMwC,OAAOzE,mBACXuE,KACA,OAAOJ,YAAY,aAAaA,QAAQI,OAAOJ;QAEjD,MAAMO,YAAYzE,cAAcwE;QAChC,MAAME,SAASC,MAAMC,OAAO,CAACN,GAAG,CAAC,aAAa,IAC1C,AAACA,GAAG,CAAC,aAAa,CAAeO,GAAG,CAAC/C,UACrC,EAAE;QACN,MAAMgD,UACJ,CAACpC,OACD6B,MAAMQ,UAAU,CAACrC,QACjB+B,UAAUM,UAAU,CAACrC,QACrB+B,UAAUO,QAAQ,CAAC,CAAC,CAAC,EAAEtC,KAAK,KAC3B0B,CAAAA,QAAQM,OAAOM,QA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package/src/lib/model/deals-csv.d.ts

@@ -0,0 +1,32 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * The deals CSV — one file from the table's Export button and the bulk
+ * bar's (AGL-2621).
+ *
+ * A deal names its stage, its owner, its contact and its company by id, and
+ * an id is nothing a spreadsheet can read: the stage and the pipeline are
+ * written by NAME, resolved through the caller's pipelines, the owner by
+ * address, and the contact and the company by the names the deal already
+ * carries as captions. The amount is written in major units (`1250.00`),
+ * with the currency beside it, because a column of cents is a column
+ * somebody will sum wrongly.
+ *
+ * There is no deals import, so the header is free to read well; it stays
+ * in the table's column order so the file and the screen agree.
+ */
+export { csvAmount, csvInstant, DEAL_CSV_COLUMNS, dealsCsv, type DealCsvOptions, type DealCsvRow, } from '@aglyn/aglyn';

package/src/lib/model/deals-csv.js

@@ -0,0 +1,37 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * The deals CSV — one file from the table's Export button and the bulk
+ * bar's (AGL-2621).
+ *
+ * A deal names its stage, its owner, its contact and its company by id, and
+ * an id is nothing a spreadsheet can read: the stage and the pipeline are
+ * written by NAME, resolved through the caller's pipelines, the owner by
+ * address, and the contact and the company by the names the deal already
+ * carries as captions. The amount is written in major units (`1250.00`),
+ * with the currency beside it, because a column of cents is a column
+ * somebody will sum wrongly.
+ *
+ * There is no deals import, so the header is free to read well; it stays
+ * in the table's column order so the file and the screen agree.
+ */ /*
+ * The columns and the cells moved to `@aglyn/aglyn` under AGL-2662 so the
+ * server's whole-collection export can write the same file: the console
+ * app may not import a feature plugin, and one feature must not have two
+ * file formats. This module keeps its name and its callers.
+ */ export { csvAmount, csvInstant, DEAL_CSV_COLUMNS, dealsCsv } from "@aglyn/aglyn";
+
+//# sourceMappingURL=deals-csv.js.map

package/src/lib/model/deals-csv.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deals-csv.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The deals CSV — one file from the table's Export button and the bulk\n * bar's (AGL-2621).\n *\n * A deal names its stage, its owner, its contact and its company by id, and\n * an id is nothing a spreadsheet can read: the stage and the pipeline are\n * written by NAME, resolved through the caller's pipelines, the owner by\n * address, and the contact and the company by the names the deal already\n * carries as captions. The amount is written in major units (`1250.00`),\n * with the currency beside it, because a column of cents is a column\n * somebody will sum wrongly.\n *\n * There is no deals import, so the header is free to read well; it stays\n * in the table's column order so the file and the screen agree.\n */\n\n/*\n * The columns and the cells moved to `@aglyn/aglyn` under AGL-2662 so the\n * server's whole-collection export can write the same file: the console\n * app may not import a feature plugin, and one feature must not have two\n * file formats. This module keeps its name and its callers.\n */\nexport {\n  csvAmount,\n  csvInstant,\n  DEAL_CSV_COLUMNS,\n  dealsCsv,\n  type DealCsvOptions,\n  type DealCsvRow,\n} from '@aglyn/aglyn'\n"],"names":["csvAmount","csvInstant","DEAL_CSV_COLUMNS","dealsCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;CAcC,GAED;;;;;CAKC,GACD,SACEA,SAAS,EACTC,UAAU,EACVC,gBAAgB,EAChBC,QAAQ,QAGH,eAAc"}

package/src/lib/model/import-column-shapes.d.ts

@@ -0,0 +1,36 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { ConsoleImportColumn, ConsoleImportColumnShape } from '@aglyn/aglyn/plugin-manager/record-zone-props';
+/**
+ * WHAT A FILE'S COLUMN HOLDS, WITHOUT SAYING WHAT IS IN IT (AGL-2917).
+ *
+ * The import drawer's `importMapping` zone tells a widget each column's header
+ * and one word for its values — an email address, a phone number, a date —
+ * and never a cell. The word is read here, in the browser, from the rows the
+ * drawer already parsed, so a widget that asks a model to match the columns
+ * has nothing of the file's people to pass on.
+ */
+/** Non-empty cells a column's shape is read from. */
+export declare const IMPORT_SHAPE_SAMPLE = 50;
+/** Rows a column's cells are looked for in; past these a file says nothing new about its shape. */
+export declare const IMPORT_SHAPE_ROWS = 500;
+/** The share of those cells that must agree for a column to take a shape. */
+export declare const IMPORT_SHAPE_AGREEMENT = 0.8;
+/** One column's shape, from its cells: the first shape most of them agree on, else `text`. */
+export declare function importColumnShape(cells: readonly unknown[]): ConsoleImportColumnShape;
+/** Every column of a parsed file: its header, and the shape of what the rows under it hold. */
+export declare function importColumns(headers: readonly string[], rows: ReadonlyArray<readonly unknown[]>): ConsoleImportColumn[];