@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/model/record-facts.js

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+/**
+ * @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 { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_SOURCE_LABELS, CRM_ACTIVITY_KIND_LABELS, CRM_EMAIL_DELIVERY_STATE_LABELS, CRM_LEAD_STATUS_LABELS, CRM_TASK_KIND_LABELS, contactDisplayName, crmLeadStatus, customImportTarget, dealStageById, fieldDefinitionObject, interactionsForGroup, isContactLifecycleStage, isCrmEmailDeliveryState, readContactFacet } from "@aglyn/aglyn/server";
+import { COMPANY_IMPORT_FIELD_LABELS, COMPANY_IMPORT_FIELDS } from "./crm-company-import.js";
+import { CONTACT_IMPORT_FIELD_LABELS, CONTACT_IMPORT_FIELDS } from "./crm-import.js";
+import { DEAL_IMPORT_FIELD_LABELS, DEAL_IMPORT_FIELDS } from "./crm-deal-import.js";
+import { LEAD_IMPORT_FIELD_LABELS, LEAD_IMPORT_FIELDS } from "./crm-lead-import.js";
+/**
+ * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).
+ *
+ * The facts a reader on the core's record-facts seam reports: one contact,
+ * company, deal or lead as a person on the team sees it, and the fields a
+ * spreadsheet import may fill. The server half reads the documents and
+ * applies who may see them (`server/record-facts.ts`); this half decides
+ * which of their fields leave the CRM at all, so the list below is the whole
+ * of what a caller — an assistant summarizing a record, an automation
+ * deciding on one — can pass on.
+ *
+ * ## What never leaves
+ *
+ * No email address, phone number or postal address of anyone; no marketing
+ * consent; no custom field VALUE; no team member's name or id; no document
+ * id of any record; no file; no order or payment detail beyond a count. A
+ * logged email carries its subject and a cut of its body, never the address
+ * it went to or came from. An import catalog carries field keys, labels and
+ * types, never a row of the file.
+ *
+ * Every text a person wrote into a record — a name, a job title, a tag, notes,
+ * a logged activity, a capture's summary, a task's or a deal's title, a
+ * reason — is reported as written, except that an email address or a phone
+ * number inside it is replaced by a placeholder first ({@link crmFactProse}):
+ * an import that put an address in the name column leaves no address behind.
+ * What the workspace configured — pipeline, stage and field names — and a
+ * company's domain are reported as they are. A postal address typed into a
+ * note is not recognized and leaves as typed.
+ *
+ * ## Stable bytes
+ *
+ * Every builder writes its keys in one order, dates as UTC calendar days and
+ * money as a currency code and a fixed-point amount, so the same records read
+ * twice report the same facts — a caller may key a cache on them, and one
+ * that does sees a change exactly when something it was told has changed.
+ */ /** The records a reader is registered for, by the seam's resource name. */ export const CRM_RECORD_FACTS_RESOURCES = {
+    contact: 'crm.contact',
+    company: 'crm.company',
+    deal: 'crm.deal',
+    lead: 'crm.lead'
+};
+/** The import catalogs, read by collection name as the record id. */ export const CRM_IMPORT_FACTS_RESOURCE = 'crm.import';
+export const CRM_IMPORT_FACTS_COLLECTIONS = [
+    'contacts',
+    'companies',
+    'deals',
+    'leads'
+];
+export function isCrmImportFactsCollection(value) {
+    return typeof value === 'string' && CRM_IMPORT_FACTS_COLLECTIONS.includes(value);
+}
+/** Newest timeline entries reported for a record. */ export const CRM_FACTS_TIMELINE_MAX = 12;
+/** Open tasks reported for a record. */ export const CRM_FACTS_TASKS_MAX = 8;
+/** Deals reported for a contact or a company. */ export const CRM_FACTS_DEALS_MAX = 5;
+/** Tags reported for a record. */ export const CRM_FACTS_TAGS_MAX = 10;
+/** How much of a logged activity's text, or a platform capture's summary, is reported. */ export const CRM_FACTS_TEXT_MAX = 280;
+/** How much of a record's notes is reported. */ export const CRM_FACTS_NOTES_MAX = 600;
+/** How long a name, a title or a subject may run. */ export const CRM_FACTS_LABEL_MAX = 120;
+/** Custom fields an import catalog reports. */ export const CRM_FACTS_CUSTOM_FIELDS_MAX = 40;
+const DAY_MS = 86400000;
+/** A value as trimmed, single-spaced text of at most `max` characters. */ export function crmFactText(value, max) {
+    if (typeof value !== 'string') return '';
+    const text = value.replace(/\s+/g, ' ').trim();
+    return text.length > max ? `${text.slice(0, max - 1).trimEnd()}…` : text;
+}
+/** Epoch millis, a `Date` or a stored timestamp, as epoch millis; `null` for anything else. */ export function crmFactMillis(value) {
+    if (typeof value === 'number') return Number.isFinite(value) && value > 0 ? value : null;
+    if (value instanceof Date) return Number.isFinite(value.getTime()) ? value.getTime() : null;
+    const toMillis = value == null ? void 0 : value.toMillis;
+    if (typeof toMillis === 'function') {
+        const millis = toMillis.call(value);
+        return Number.isFinite(millis) ? millis : null;
+    }
+    return null;
+}
+/** A UTC calendar day, `YYYY-MM-DD`, or `null`. */ export function crmFactDay(value) {
+    const millis = crmFactMillis(value);
+    return millis === null ? null : new Date(millis).toISOString().slice(0, 10);
+}
+/** An amount as a currency code and a fixed-point figure: `USD 1250.00`. */ export function crmFactMoney(cents, currency) {
+    if (typeof cents !== 'number' || !Number.isFinite(cents)) return null;
+    const code = (typeof currency === 'string' && /^[a-z]{3}$/i.test(currency) ? currency : 'usd').toUpperCase();
+    return `${code} ${(cents / 100).toFixed(2)}`;
+}
+/** An email address written inside free text. */ const EMAIL_IN_PROSE = /[\w.+-]+@[\w-]+(?:\.[\w-]+)+/g;
+/** A run of digits and the separators a phone number is written with. */ const DIGIT_RUN_IN_PROSE = /\+?\(?\d[\d\s().-]{7,}\d/g;
+/** Calendar days, which a run of digits may be and a phone number is not. */ const DAYS_ONLY = /^\d{4}-\d{2}-\d{2}(?:\s+\d{4}-\d{2}-\d{2})*$/;
+export const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]';
+export const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]';
+/**
+ * Free text the team wrote, as {@link crmFactText} reports it, with every
+ * email address, and every run of ten digits or more that is not a list of
+ * days, replaced by a placeholder. The fields that hold an address or a number
+ * are never reported, and this keeps one typed into a note from leaving
+ * either. Replaced before the cut, so a cut never halves an address into
+ * something unrecognized.
+ */ export function crmFactProse(value, max) {
+    if (typeof value !== 'string') return '';
+    const scrubbed = value.replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER).replace(DIGIT_RUN_IN_PROSE, (run)=>DAYS_ONLY.test(run.trim()) || run.replace(/\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER);
+    return crmFactText(scrubbed, max);
+}
+function tagsOf(value) {
+    return Array.isArray(value) ? value.map((tag)=>crmFactProse(tag, 40)).filter(Boolean).slice(0, CRM_FACTS_TAGS_MAX) : [];
+}
+/** A logged activity as a timeline entry. */ export function crmActivityFact(activity) {
+    var _activity_subject;
+    const on = crmFactDay(activity.atMs);
+    if (!on) return null;
+    const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other';
+    const fact = {
+        on,
+        kind: CRM_ACTIVITY_KIND_LABELS[kind]
+    };
+    if (kind === 'email' && (activity.direction === 'outbound' || activity.direction === 'inbound')) {
+        fact.direction = activity.direction;
+    }
+    const subject = crmFactProse((_activity_subject = activity.subject) != null ? _activity_subject : activity.threadSubject, CRM_FACTS_LABEL_MAX);
+    if (subject) fact.subject = subject;
+    const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX);
+    if (text) fact.text = text;
+    const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX);
+    if (outcome) fact.outcome = outcome;
+    if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {
+        fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState];
+    }
+    return fact;
+}
+/** A capture the platform recorded on a contact, as a timeline entry. */ export function crmInteractionFact(interaction) {
+    const on = crmFactDay(interaction.atMs);
+    if (!on) return null;
+    const kind = interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture';
+    const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX);
+    return text ? {
+        on,
+        kind,
+        text
+    } : {
+        on,
+        kind
+    };
+}
+/**
+ * Timeline entries newest first, at most {@link CRM_FACTS_TIMELINE_MAX}. A
+ * tie keeps the order the entries arrived in, so the same reads report the
+ * same list.
+ */ export function crmTimelineFacts(entries) {
+    return entries.map((entry, index)=>{
+        var _crmFactMillis;
+        return {
+            at: (_crmFactMillis = crmFactMillis(entry.atMs)) != null ? _crmFactMillis : 0,
+            index,
+            fact: entry.fact
+        };
+    }).filter((entry)=>entry.fact !== null).sort((a, b)=>b.at - a.at || a.index - b.index).slice(0, CRM_FACTS_TIMELINE_MAX).map((entry)=>entry.fact);
+}
+/** The open tasks among `tasks`, soonest due first, undated last. */ export function crmOpenTaskFacts(tasks, nowMs) {
+    return tasks.filter((task)=>task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX)).map((task, index)=>({
+            task,
+            index,
+            due: crmFactMillis(task.dueAtMs)
+        })).sort((a, b)=>{
+        var _a_due, _b_due;
+        return ((_a_due = a.due) != null ? _a_due : Number.POSITIVE_INFINITY) - ((_b_due = b.due) != null ? _b_due : Number.POSITIVE_INFINITY) || a.index - b.index;
+    }).slice(0, CRM_FACTS_TASKS_MAX).map(({ task, due })=>({
+            title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),
+            kind: task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do',
+            priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',
+            due: due === null ? null : crmFactDay(due),
+            // Overdue by the UTC day: a task due today is not overdue until tomorrow.
+            overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS)
+        }));
+}
+/** One deal, with its stage named by the pipeline it is in. */ export function crmDealFact(deal, pipeline) {
+    var _deal_stageId;
+    const stage = dealStageById(pipeline != null ? pipeline : undefined, String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''));
+    return {
+        title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),
+        stage: crmFactText(stage == null ? void 0 : stage.name, CRM_FACTS_LABEL_MAX),
+        status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',
+        amount: crmFactMoney(deal.amountCents, deal.currency),
+        expectedClose: crmFactDay(deal.expectedCloseAtMs)
+    };
+}
+/** Deals, open ones first, then most recently updated. */ export function crmDealFacts(deals, pipelines) {
+    return deals.map((deal, index)=>{
+        var _crmFactMillis;
+        return {
+            deal,
+            index,
+            updated: (_crmFactMillis = crmFactMillis(deal.updatedAt)) != null ? _crmFactMillis : 0
+        };
+    }).sort((a, b)=>Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') || b.updated - a.updated || a.index - b.index).slice(0, CRM_FACTS_DEALS_MAX).map(({ deal })=>{
+        var _deal_pipelineId;
+        return crmDealFact(deal, pipelines.get(String((_deal_pipelineId = deal.pipelineId) != null ? _deal_pipelineId : '')));
+    });
+}
+export function contactFacts(input) {
+    var _facet_sources;
+    const { row, group } = input;
+    const facet = readContactFacet(row, group.groupId);
+    const sources = Object.entries((_facet_sources = facet.sources) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>{
+        var _CONTACT_SOURCE_LABELS_source;
+        return (_CONTACT_SOURCE_LABELS_source = CONTACT_SOURCE_LABELS[source]) != null ? _CONTACT_SOURCE_LABELS_source : '';
+    }).filter(Boolean);
+    const interactions = interactionsForGroup(facet.interactions, group.hostIds);
+    return {
+        record: 'contact',
+        name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),
+        jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),
+        company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),
+        lifecycleStage: isContactLifecycleStage(facet.lifecycleStage) ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage] : '',
+        tags: tagsOf(facet.tags),
+        sources: [
+            ...new Set(sources)
+        ].sort(),
+        orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,
+        lastPurchase: crmFactDay(facet.lastPurchaseAtMs),
+        since: crmFactDay(row['createdAt']),
+        lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),
+        notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts([
+            ...input.activities.map((activity)=>({
+                    atMs: activity.atMs,
+                    fact: crmActivityFact(activity)
+                })),
+            ...interactions.map((interaction)=>({
+                    atMs: interaction.atMs,
+                    fact: crmInteractionFact(interaction)
+                }))
+        ]),
+        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),
+        deals: crmDealFacts(input.deals, input.pipelines)
+    };
+}
+export function companyFacts(input) {
+    const { company } = input;
+    return {
+        record: 'company',
+        name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),
+        domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),
+        industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),
+        tags: tagsOf(company.tags),
+        people: typeof company.contactsCount === 'number' && company.contactsCount > 0 ? Math.floor(company.contactsCount) : 0,
+        since: crmFactDay(company.createdAt),
+        notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts(input.activities.map((activity)=>({
+                atMs: activity.atMs,
+                fact: crmActivityFact(activity)
+            }))),
+        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),
+        deals: crmDealFacts(input.deals, input.pipelines)
+    };
+}
+export function dealFacts(input) {
+    var _ref, _deal_stageId;
+    const { deal, pipeline } = input;
+    const summary = crmDealFact(deal, pipeline);
+    const stages = [
+        ...(_ref = pipeline == null ? void 0 : pipeline.stages) != null ? _ref : []
+    ].sort((a, b)=>{
+        var _a_order, _b_order;
+        return Number((_a_order = a.order) != null ? _a_order : 0) - Number((_b_order = b.order) != null ? _b_order : 0);
+    }).map((stage)=>({
+            id: String(stage.id),
+            name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),
+            kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : 'open'
+        }));
+    return {
+        record: 'deal',
+        title: summary.title,
+        pipeline: crmFactText(pipeline == null ? void 0 : pipeline.name, CRM_FACTS_LABEL_MAX),
+        stages,
+        stageId: String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''),
+        stage: summary.stage,
+        status: summary.status,
+        amount: summary.amount,
+        expectedClose: summary.expectedClose,
+        inStageSince: crmFactDay(deal.stageChangedAtMs),
+        lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),
+        contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),
+        company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),
+        products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,
+        since: crmFactDay(deal.createdAt),
+        notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts(input.activities.map((activity)=>({
+                atMs: activity.atMs,
+                fact: crmActivityFact(activity)
+            }))),
+        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs)
+    };
+}
+/** What a lead's capture surfaces are called, the lead history card's words. */ function leadSourceFact(source) {
+    if (source === 'signup') return 'Sign-up';
+    if (source === 'booking') return 'Booking';
+    if (source === 'import') return CONTACT_SOURCE_LABELS.import;
+    if (source === 'form' || source.startsWith('form:')) return CONTACT_SOURCE_LABELS.form;
+    return 'Other';
+}
+export function leadFacts(input) {
+    const { lead } = input;
+    const rawSources = Array.isArray(lead['sources']) ? lead['sources'] : typeof lead['source'] === 'string' ? [
+        lead['source']
+    ] : [];
+    const captures = Number(lead['submissionCount']);
+    return {
+        record: 'lead',
+        name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),
+        status: CRM_LEAD_STATUS_LABELS[crmLeadStatus(lead)],
+        sources: [
+            ...new Set(rawSources.map((source)=>leadSourceFact(String(source))))
+        ].sort(),
+        captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,
+        firstSeen: crmFactDay(lead['firstSeenAtMs']),
+        lastSeen: crmFactDay(lead['lastSeenAtMs']),
+        assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',
+        converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',
+        unqualifiedReason: crmFactProse(lead['unqualifiedReason'], CRM_FACTS_LABEL_MAX),
+        notes: crmFactProse(lead['notes'], CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts(input.activities.map((activity)=>({
+                atMs: activity.atMs,
+                fact: crmActivityFact(activity)
+            })))
+    };
+}
+/** The standard fields of each import, with the type a column must hold for each. */ const STANDARD_IMPORT_FIELDS = {
+    contacts: {
+        keys: CONTACT_IMPORT_FIELDS,
+        labels: CONTACT_IMPORT_FIELD_LABELS,
+        required: 'email',
+        types: {
+            email: 'email',
+            phone: 'phone',
+            ownerEmail: 'email',
+            marketingConsent: 'yes-no'
+        }
+    },
+    companies: {
+        keys: COMPANY_IMPORT_FIELDS,
+        labels: COMPANY_IMPORT_FIELD_LABELS,
+        required: 'name',
+        types: {
+            phone: 'phone',
+            ownerEmail: 'email',
+            website: 'url'
+        }
+    },
+    deals: {
+        keys: DEAL_IMPORT_FIELDS,
+        labels: DEAL_IMPORT_FIELD_LABELS,
+        required: 'title',
+        types: {
+            amount: 'number',
+            ownerEmail: 'email',
+            expectedClose: 'date'
+        }
+    },
+    leads: {
+        keys: LEAD_IMPORT_FIELDS,
+        labels: LEAD_IMPORT_FIELD_LABELS,
+        required: 'email',
+        types: {
+            email: 'email',
+            ownerEmail: 'email'
+        }
+    }
+};
+/** The object a collection's custom fields describe; leads and deals import none. */ const CUSTOM_FIELD_OBJECT = {
+    contacts: 'contact',
+    companies: 'company'
+};
+const CUSTOM_FIELD_TYPES = {
+    number: 'number',
+    date: 'date',
+    checkbox: 'yes-no',
+    url: 'url'
+};
+/**
+ * The fields an import of `collection` may fill: the standard ones in the
+ * mapping menu's order, then the org's active custom fields for the record
+ * the collection holds, in their own order.
+ */ export function importFacts(collection, customFields) {
+    const standard = STANDARD_IMPORT_FIELDS[collection];
+    const object = CUSTOM_FIELD_OBJECT[collection];
+    const custom = object ? customFields.filter((field)=>field.key && !field.retiredAt && fieldDefinitionObject(field) === object).sort((a, b)=>{
+        var _a_order, _b_order;
+        return Number((_a_order = a.order) != null ? _a_order : 0) - Number((_b_order = b.order) != null ? _b_order : 0) || String(a.key).localeCompare(String(b.key));
+    }).slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX).map((field)=>{
+        var _CUSTOM_FIELD_TYPES_String;
+        return {
+            key: customImportTarget(String(field.key)),
+            label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || String(field.key),
+            type: (_CUSTOM_FIELD_TYPES_String = CUSTOM_FIELD_TYPES[String(field.type)]) != null ? _CUSTOM_FIELD_TYPES_String : 'text',
+            required: false
+        };
+    }) : [];
+    return {
+        record: 'import',
+        collection,
+        fields: [
+            ...standard.keys.map((key)=>{
+                var _standard_labels_key, _standard_types_key;
+                return {
+                    key,
+                    label: (_standard_labels_key = standard.labels[key]) != null ? _standard_labels_key : key,
+                    type: (_standard_types_key = standard.types[key]) != null ? _standard_types_key : 'text',
+                    required: key === standard.required
+                };
+            }),
+            ...custom
+        ]
+    };
+}
+
+//# sourceMappingURL=record-facts.js.map

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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_SOURCE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmLeadStatus,\n  customImportTarget,\n  dealStageById,\n  fieldDefinitionObject,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  type ConsentGroup,\n  type ContactFieldDefinition,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmCompany,\n  type CrmDeal,\n  type CrmFieldObject,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  COMPANY_IMPORT_FIELD_LABELS,\n  COMPANY_IMPORT_FIELDS,\n} from './crm-company-import'\nimport {\n  CONTACT_IMPORT_FIELD_LABELS,\n  CONTACT_IMPORT_FIELDS,\n} from './crm-import'\nimport { DEAL_IMPORT_FIELD_LABELS, DEAL_IMPORT_FIELDS } from './crm-deal-import'\nimport { LEAD_IMPORT_FIELD_LABELS, LEAD_IMPORT_FIELDS } from './crm-lead-import'\n\n/**\n * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).\n *\n * The facts a reader on the core's record-facts seam reports: one contact,\n * company, deal or lead as a person on the team sees it, and the fields a\n * spreadsheet import may fill. The server half reads the documents and\n * applies who may see them (`server/record-facts.ts`); this half decides\n * which of their fields leave the CRM at all, so the list below is the whole\n * of what a caller — an assistant summarizing a record, an automation\n * deciding on one — can pass on.\n *\n * ## What never leaves\n *\n * No email address, phone number or postal address of anyone; no marketing\n * consent; no custom field VALUE; no team member's name or id; no document\n * id of any record; no file; no order or payment detail beyond a count. A\n * logged email carries its subject and a cut of its body, never the address\n * it went to or came from. An import catalog carries field keys, labels and\n * types, never a row of the file.\n *\n * Every text a person wrote into a record — a name, a job title, a tag, notes,\n * a logged activity, a capture's summary, a task's or a deal's title, a\n * reason — is reported as written, except that an email address or a phone\n * number inside it is replaced by a placeholder first ({@link crmFactProse}):\n * an import that put an address in the name column leaves no address behind.\n * What the workspace configured — pipeline, stage and field names — and a\n * company's domain are reported as they are. A postal address typed into a\n * note is not recognized and leaves as typed.\n *\n * ## Stable bytes\n *\n * Every builder writes its keys in one order, dates as UTC calendar days and\n * money as a currency code and a fixed-point amount, so the same records read\n * twice report the same facts — a caller may key a cache on them, and one\n * that does sees a change exactly when something it was told has changed.\n */\n\n/** The records a reader is registered for, by the seam's resource name. */\nexport const CRM_RECORD_FACTS_RESOURCES = {\n  contact: 'crm.contact',\n  company: 'crm.company',\n  deal: 'crm.deal',\n  lead: 'crm.lead',\n} as const\n\nexport type CrmRecordFactsKind = keyof typeof CRM_RECORD_FACTS_RESOURCES\n\n/** The import catalogs, read by collection name as the record id. */\nexport const CRM_IMPORT_FACTS_RESOURCE = 'crm.import'\n\nexport const CRM_IMPORT_FACTS_COLLECTIONS = ['contacts', 'companies', 'deals', 'leads'] as const\n\nexport type CrmImportFactsCollection = (typeof CRM_IMPORT_FACTS_COLLECTIONS)[number]\n\nexport function isCrmImportFactsCollection(value: unknown): value is CrmImportFactsCollection {\n  return typeof value === 'string' && (CRM_IMPORT_FACTS_COLLECTIONS as readonly string[]).includes(value)\n}\n\n/** Newest timeline entries reported for a record. */\nexport const CRM_FACTS_TIMELINE_MAX = 12\n/** Open tasks reported for a record. */\nexport const CRM_FACTS_TASKS_MAX = 8\n/** Deals reported for a contact or a company. */\nexport const CRM_FACTS_DEALS_MAX = 5\n/** Tags reported for a record. */\nexport const CRM_FACTS_TAGS_MAX = 10\n/** How much of a logged activity's text, or a platform capture's summary, is reported. */\nexport const CRM_FACTS_TEXT_MAX = 280\n/** How much of a record's notes is reported. */\nexport const CRM_FACTS_NOTES_MAX = 600\n/** How long a name, a title or a subject may run. */\nexport const CRM_FACTS_LABEL_MAX = 120\n/** Custom fields an import catalog reports. */\nexport const CRM_FACTS_CUSTOM_FIELDS_MAX = 40\n\n/** One thing that happened, as a record's timeline reports it. */\nexport interface CrmTimelineFact {\n  /** The UTC day it happened, `YYYY-MM-DD`. */\n  on: string\n  /** What happened: a logged kind (Call, Email) or the capture it came through (Form, Booking). */\n  kind: string\n  /** `outbound` or `inbound` for an email; absent otherwise. */\n  direction?: string\n  subject?: string\n  text?: string\n  outcome?: string\n  /** How far a sent email got: Sent, Delivered, Opened, Clicked, Bounced, Complained. */\n  delivery?: string\n}\n\n/** One task still to do. */\nexport interface CrmTaskFact {\n  title: string\n  kind: string\n  priority: string\n  /** The UTC day it is due, or `null` for a task with no due date. */\n  due: string | null\n  overdue: boolean\n}\n\n/** One deal, as a contact's or a company's facts report it. */\nexport interface CrmDealFact {\n  title: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n}\n\nexport interface CrmContactFacts {\n  record: 'contact'\n  name: string\n  jobTitle: string\n  company: string\n  lifecycleStage: string\n  tags: string[]\n  /** The captures that met the person: Form, Booking, Customer. */\n  sources: string[]\n  orders: number\n  lastPurchase: string | null\n  since: string | null\n  lastEmailEngagement: string | null\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\nexport interface CrmCompanyFacts {\n  record: 'company'\n  name: string\n  domain: string\n  industry: string\n  tags: string[]\n  people: number\n  since: string | null\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\n/** One stage of a deal's pipeline, in order. */\nexport interface CrmStageFact {\n  id: string\n  name: string\n  kind: 'open' | 'won' | 'lost'\n}\n\nexport interface CrmDealFacts {\n  record: 'deal'\n  title: string\n  pipeline: string\n  stages: CrmStageFact[]\n  stageId: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n  inStageSince: string | null\n  lostReason: string\n  /** The name of the person the deal is with, as the deal copied it. */\n  contact: string\n  company: string\n  products: number\n  since: string | null\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport interface CrmLeadFacts {\n  record: 'lead'\n  name: string\n  status: string\n  /** Where the lead was captured: Form, Booking, Sign-up, Import. */\n  sources: string[]\n  captures: number\n  firstSeen: string | null\n  lastSeen: string | null\n  assigned: boolean\n  converted: boolean\n  unqualifiedReason: string\n  notes: string\n  timeline: CrmTimelineFact[]\n}\n\nexport type CrmRecordFacts = CrmContactFacts | CrmCompanyFacts | CrmDealFacts | CrmLeadFacts\n\n/** What a column of a file may hold, as an import field expects it. */\nexport type CrmImportFieldType = 'email' | 'phone' | 'number' | 'date' | 'yes-no' | 'url' | 'text'\n\n/** One field an import may fill. */\nexport interface CrmImportFieldFact {\n  /** The mapping target: a standard field's key, or `custom:<key>`. */\n  key: string\n  label: string\n  type: CrmImportFieldType\n  required: boolean\n}\n\nexport interface CrmImportFacts {\n  record: 'import'\n  collection: CrmImportFactsCollection\n  fields: CrmImportFieldFact[]\n}\n\nconst DAY_MS = 86_400_000\n\n/** A value as trimmed, single-spaced text of at most `max` characters. */\nexport function crmFactText(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const text = value.replace(/\\s+/g, ' ').trim()\n  return text.length > max ? `${text.slice(0, max - 1).trimEnd()}…` : text\n}\n\n/** Epoch millis, a `Date` or a stored timestamp, as epoch millis; `null` for anything else. */\nexport function crmFactMillis(value: unknown): number | null {\n  if (typeof value === 'number') return Number.isFinite(value) && value > 0 ? value : null\n  if (value instanceof Date) return Number.isFinite(value.getTime()) ? value.getTime() : null\n  const toMillis = (value as { toMillis?: () => number } | null | undefined)?.toMillis\n  if (typeof toMillis === 'function') {\n    const millis = toMillis.call(value)\n    return Number.isFinite(millis) ? millis : null\n  }\n  return null\n}\n\n/** A UTC calendar day, `YYYY-MM-DD`, or `null`. */\nexport function crmFactDay(value: unknown): string | null {\n  const millis = crmFactMillis(value)\n  return millis === null ? null : new Date(millis).toISOString().slice(0, 10)\n}\n\n/** An amount as a currency code and a fixed-point figure: `USD 1250.00`. */\nexport function crmFactMoney(cents: unknown, currency: unknown): string | null {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return null\n  const code = (typeof currency === 'string' && /^[a-z]{3}$/i.test(currency) ? currency : 'usd').toUpperCase()\n  return `${code} ${(cents / 100).toFixed(2)}`\n}\n\n/** An email address written inside free text. */\nconst EMAIL_IN_PROSE = /[\\w.+-]+@[\\w-]+(?:\\.[\\w-]+)+/g\n/** A run of digits and the separators a phone number is written with. */\nconst DIGIT_RUN_IN_PROSE = /\\+?\\(?\\d[\\d\\s().-]{7,}\\d/g\n/** Calendar days, which a run of digits may be and a phone number is not. */\nconst DAYS_ONLY = /^\\d{4}-\\d{2}-\\d{2}(?:\\s+\\d{4}-\\d{2}-\\d{2})*$/\n\nexport const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]'\nexport const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]'\n\n/**\n * Free text the team wrote, as {@link crmFactText} reports it, with every\n * email address, and every run of ten digits or more that is not a list of\n * days, replaced by a placeholder. The fields that hold an address or a number\n * are never reported, and this keeps one typed into a note from leaving\n * either. Replaced before the cut, so a cut never halves an address into\n * something unrecognized.\n */\nexport function crmFactProse(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const scrubbed = value\n    .replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER)\n    .replace(DIGIT_RUN_IN_PROSE, (run) =>\n      DAYS_ONLY.test(run.trim()) || run.replace(/\\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER,\n    )\n  return crmFactText(scrubbed, max)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactProse(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\n/** A logged activity as a timeline entry. */\nexport function crmActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  if (kind === 'email' && (activity.direction === 'outbound' || activity.direction === 'inbound')) {\n    fact.direction = activity.direction\n  }\n  const subject = crmFactProse(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind =\n    interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture'\n  const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/**\n * Timeline entries newest first, at most {@link CRM_FACTS_TIMELINE_MAX}. A\n * tie keeps the order the entries arrived in, so the same reads report the\n * same list.\n */\nexport function crmTimelineFacts(\n  entries: ReadonlyArray<{ atMs: unknown; fact: CrmTimelineFact | null }>,\n): CrmTimelineFact[] {\n  return entries\n    .map((entry, index) => ({ at: crmFactMillis(entry.atMs) ?? 0, index, fact: entry.fact }))\n    .filter((entry): entry is { at: number; index: number; fact: CrmTimelineFact } => entry.fact !== null)\n    .sort((a, b) => b.at - a.at || a.index - b.index)\n    .slice(0, CRM_FACTS_TIMELINE_MAX)\n    .map((entry) => entry.fact)\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last. */\nexport function crmOpenTaskFacts(tasks: ReadonlyArray<Partial<CrmTask>>, nowMs: number): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => ({\n      title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),\n      kind: task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do',\n      priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n      due: due === null ? null : crmFactDay(due),\n      // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n      overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n    }))\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nexport function crmDealFact(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nexport function crmDealFacts(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => crmDealFact(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nexport interface ContactFactsInput {\n  row: Record<string, unknown>\n  /** The holder whose facet the person is read through. */\n  group: ConsentGroup\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n}\n\nexport function contactFacts(input: ContactFactsInput): CrmContactFacts {\n  const { row, group } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => CONTACT_SOURCE_LABELS[source as keyof typeof CONTACT_SOURCE_LABELS] ?? '')\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  return {\n    record: 'contact',\n    name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),\n    company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmInteractionFact(interaction) })),\n    ]),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface CompanyFactsInput {\n  company: Partial<CrmCompany>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n}\n\nexport function companyFacts(input: CompanyFactsInput): CrmCompanyFacts {\n  const { company } = input\n  return {\n    record: 'company',\n    name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),\n    domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),\n    industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface DealFactsInput {\n  deal: Partial<CrmDeal> & { contactName?: unknown; companyName?: unknown }\n  pipeline: CrmPipeline | null\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  nowMs: number\n}\n\nexport function dealFacts(input: DealFactsInput): CrmDealFacts {\n  const { deal, pipeline } = input\n  const summary = crmDealFact(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n    }))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),\n    contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),\n    company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),\n    products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,\n    since: crmFactDay(deal.createdAt),\n    notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),\n  }\n}\n\n/** What a lead's capture surfaces are called, the lead history card's words. */\nfunction leadSourceFact(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form' || source.startsWith('form:')) return CONTACT_SOURCE_LABELS.form\n  return 'Other'\n}\n\nexport interface LeadFactsInput {\n  lead: Record<string, unknown>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n}\n\nexport function leadFacts(input: LeadFactsInput): CrmLeadFacts {\n  const { lead } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),\n    status: CRM_LEAD_STATUS_LABELS[crmLeadStatus(lead as { status?: never })],\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,\n    firstSeen: crmFactDay(lead['firstSeenAtMs']),\n    lastSeen: crmFactDay(lead['lastSeenAtMs']),\n    assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',\n    converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',\n    unqualifiedReason: crmFactProse(lead['unqualifiedReason'], CRM_FACTS_LABEL_MAX),\n    notes: crmFactProse(lead['notes'], CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n  }\n}\n\n/** The standard fields of each import, with the type a column must hold for each. */\nconst STANDARD_IMPORT_FIELDS: Record<\n  CrmImportFactsCollection,\n  { keys: readonly string[]; labels: Record<string, string>; required: string; types: Record<string, CrmImportFieldType> }\n> = {\n  contacts: {\n    keys: CONTACT_IMPORT_FIELDS,\n    labels: CONTACT_IMPORT_FIELD_LABELS,\n    required: 'email',\n    types: { email: 'email', phone: 'phone', ownerEmail: 'email', marketingConsent: 'yes-no' },\n  },\n  companies: {\n    keys: COMPANY_IMPORT_FIELDS,\n    labels: COMPANY_IMPORT_FIELD_LABELS,\n    required: 'name',\n    types: { phone: 'phone', ownerEmail: 'email', website: 'url' },\n  },\n  deals: {\n    keys: DEAL_IMPORT_FIELDS,\n    labels: DEAL_IMPORT_FIELD_LABELS,\n    required: 'title',\n    types: { amount: 'number', ownerEmail: 'email', expectedClose: 'date' },\n  },\n  leads: {\n    keys: LEAD_IMPORT_FIELDS,\n    labels: LEAD_IMPORT_FIELD_LABELS,\n    required: 'email',\n    types: { email: 'email', ownerEmail: 'email' },\n  },\n}\n\n/** The object a collection's custom fields describe; leads and deals import none. */\nconst CUSTOM_FIELD_OBJECT: Partial<Record<CrmImportFactsCollection, CrmFieldObject>> = {\n  contacts: 'contact',\n  companies: 'company',\n}\n\nconst CUSTOM_FIELD_TYPES: Record<string, CrmImportFieldType> = {\n  number: 'number',\n  date: 'date',\n  checkbox: 'yes-no',\n  url: 'url',\n}\n\n/**\n * The fields an import of `collection` may fill: the standard ones in the\n * mapping menu's order, then the org's active custom fields for the record\n * the collection holds, in their own order.\n */\nexport function importFacts(\n  collection: CrmImportFactsCollection,\n  customFields: ReadonlyArray<Partial<ContactFieldDefinition>>,\n): CrmImportFacts {\n  const standard = STANDARD_IMPORT_FIELDS[collection]\n  const object = CUSTOM_FIELD_OBJECT[collection]\n  const custom = object\n    ? customFields\n        .filter((field) => field.key && !field.retiredAt && fieldDefinitionObject(field as ContactFieldDefinition) === object)\n        .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0) || String(a.key).localeCompare(String(b.key)))\n        .slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX)\n        .map((field) => ({\n          key: customImportTarget(String(field.key)),\n          label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || String(field.key),\n          type: CUSTOM_FIELD_TYPES[String(field.type)] ?? 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package/src/lib/model/task-api.d.ts

@@ -0,0 +1,28 @@
+/**
+ * @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 MaybeTokenSource } from '@aglyn/shared-util-http/authorized-token';
+import { type CrmTaskCompleteRequest, type CrmTaskCompleteResponse, type CrmTaskSaveRequest, type CrmTaskSaveResponse, type CrmTasksCompleteRequest, type CrmTasksCompleteResponse, type CrmTasksSaveRequest, type CrmTasksSaveResponse } from './task-routes';
+export declare function saveCrmTask(user: MaybeTokenSource, request: CrmTaskSaveRequest): Promise<CrmTaskSaveResponse>;
+export declare function completeCrmTask(user: MaybeTokenSource, request: CrmTaskCompleteRequest): Promise<CrmTaskCompleteResponse>;
+/**
+ * The organization hub's batch forms (AGL-2637): one request per bulk
+ * action, answered per task. A refused TASK is a row in `results`, not a
+ * thrown error — only a refused REQUEST (no session, no reach, a body the
+ * route would not read) throws.
+ */
+export declare function completeCrmTasks(user: MaybeTokenSource, request: CrmTasksCompleteRequest): Promise<CrmTasksCompleteResponse>;
+export declare function saveCrmTasks(user: MaybeTokenSource, request: CrmTasksSaveRequest): Promise<CrmTasksSaveResponse>;

package/src/lib/model/task-api.js

@@ -0,0 +1,57 @@
+/**
+ * @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 { authorizedFetch } from "@aglyn/shared-util-http/authorized-token";
+import { CRM_TASK_ROUTES, crmTaskRouteUrl } from "./task-routes.js";
+/**
+ * The browser's side of the two task routes (AGL-2599).
+ *
+ * Both go through `authorizedFetch`, so a signed-out caller is answered with
+ * the reason rather than a request that leaves without credentials. A
+ * refused response becomes a thrown `Error` carrying the route's own
+ * sentence, which is what the drawer and the checkbox put in the snackbar.
+ */ async function post(user, route, body) {
+    const response = await authorizedFetch(user, crmTaskRouteUrl(route), {
+        method: 'POST',
+        headers: {
+            'Content-Type': 'application/json'
+        },
+        body: JSON.stringify(body)
+    });
+    const payload = await response.json().catch(()=>({}));
+    if (!response.ok) {
+        throw new Error((payload == null ? void 0 : payload.error) || `The request was refused (${response.status}).`);
+    }
+    return payload;
+}
+export function saveCrmTask(user, request) {
+    return post(user, CRM_TASK_ROUTES.save, request);
+}
+export function completeCrmTask(user, request) {
+    return post(user, CRM_TASK_ROUTES.complete, request);
+}
+/**
+ * The organization hub's batch forms (AGL-2637): one request per bulk
+ * action, answered per task. A refused TASK is a row in `results`, not a
+ * thrown error — only a refused REQUEST (no session, no reach, a body the
+ * route would not read) throws.
+ */ export function completeCrmTasks(user, request) {
+    return post(user, CRM_TASK_ROUTES.complete, request);
+}
+export function saveCrmTasks(user, request) {
+    return post(user, CRM_TASK_ROUTES.save, request);
+}
+
+//# sourceMappingURL=task-api.js.map

package/src/lib/model/task-api.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/task-api.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  authorizedFetch,\n  type MaybeTokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport {\n  CRM_TASK_ROUTES,\n  type CrmTaskCompleteRequest,\n  type CrmTaskCompleteResponse,\n  type CrmTaskSaveRequest,\n  type CrmTaskSaveResponse,\n  type CrmTasksCompleteRequest,\n  type CrmTasksCompleteResponse,\n  type CrmTasksSaveRequest,\n  type CrmTasksSaveResponse,\n  crmTaskRouteUrl,\n} from './task-routes'\n\n/**\n * The browser's side of the two task routes (AGL-2599).\n *\n * Both go through `authorizedFetch`, so a signed-out caller is answered with\n * the reason rather than a request that leaves without credentials. A\n * refused response becomes a thrown `Error` carrying the route's own\n * sentence, which is what the drawer and the checkbox put in the snackbar.\n */\nasync function post<T>(\n  user: MaybeTokenSource,\n  route: (typeof CRM_TASK_ROUTES)[keyof typeof CRM_TASK_ROUTES],\n  body: unknown,\n): Promise<T> {\n  const response = await authorizedFetch(user, crmTaskRouteUrl(route), {\n    method: 'POST',\n    headers: { 'Content-Type': 'application/json' },\n    body: JSON.stringify(body),\n  })\n  const payload = (await response.json().catch(() => ({}))) as {\n    error?: string\n  }\n  if (!response.ok) {\n    throw new Error(\n      payload?.error || `The request was refused (${response.status}).`,\n    )\n  }\n  return payload as T\n}\n\nexport function saveCrmTask(\n  user: MaybeTokenSource,\n  request: CrmTaskSaveRequest,\n): Promise<CrmTaskSaveResponse> {\n  return post<CrmTaskSaveResponse>(user, CRM_TASK_ROUTES.save, request)\n}\n\nexport function completeCrmTask(\n  user: MaybeTokenSource,\n  request: CrmTaskCompleteRequest,\n): Promise<CrmTaskCompleteResponse> {\n  return post<CrmTaskCompleteResponse>(user, CRM_TASK_ROUTES.complete, request)\n}\n\n/**\n * The organization hub's batch forms (AGL-2637): one request per bulk\n * action, answered per task. A refused TASK is a row in `results`, not a\n * thrown error — only a refused REQUEST (no session, no reach, a body the\n * route would not read) throws.\n */\nexport function completeCrmTasks(\n  user: MaybeTokenSource,\n  request: CrmTasksCompleteRequest,\n): Promise<CrmTasksCompleteResponse> {\n  return post<CrmTasksCompleteResponse>(user, CRM_TASK_ROUTES.complete, request)\n}\n\nexport function saveCrmTasks(\n  user: MaybeTokenSource,\n  request: CrmTasksSaveRequest,\n): Promise<CrmTasksSaveResponse> {\n  return post<CrmTasksSaveResponse>(user, CRM_TASK_ROUTES.save, request)\n}\n"],"names":["authorizedFetch","CRM_TASK_ROUTES","crmTaskRouteUrl","post","user","route","body","response","method","headers","JSON","stringify","payload","json","catch","ok","Error","error","status","saveCrmTask","request","save","completeCrmTask","complete","completeCrmTasks","saveCrmTasks"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,eAAe,QAEV,2CAA0C;AACjD,SACEC,eAAe,EASfC,eAAe,QACV,mBAAe;AAEtB;;;;;;;CAOC,GACD,eAAeC,KACbC,IAAsB,EACtBC,KAA6D,EAC7DC,IAAa;IAEb,MAAMC,WAAW,MAAMP,gBAAgBI,MAAMF,gBAAgBG,QAAQ;QACnEG,QAAQ;QACRC,SAAS;YAAE,gBAAgB;QAAmB;QAC9CH,MAAMI,KAAKC,SAAS,CAACL;IACvB;IACA,MAAMM,UAAW,MAAML,SAASM,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;IAGrD,IAAI,CAACP,SAASQ,EAAE,EAAE;QAChB,MAAM,IAAIC,MACRJ,CAAAA,2BAAAA,QAASK,KAAK,KAAI,CAAC,yBAAyB,EAAEV,SAASW,MAAM,CAAC,EAAE,CAAC;IAErE;IACA,OAAON;AACT;AAEA,OAAO,SAASO,YACdf,IAAsB,EACtBgB,OAA2B;IAE3B,OAAOjB,KAA0BC,MAAMH,gBAAgBoB,IAAI,EAAED;AAC/D;AAEA,OAAO,SAASE,gBACdlB,IAAsB,EACtBgB,OAA+B;IAE/B,OAAOjB,KAA8BC,MAAMH,gBAAgBsB,QAAQ,EAAEH;AACvE;AAEA;;;;;CAKC,GACD,OAAO,SAASI,iBACdpB,IAAsB,EACtBgB,OAAgC;IAEhC,OAAOjB,KAA+BC,MAAMH,gBAAgBsB,QAAQ,EAAEH;AACxE;AAEA,OAAO,SAASK,aACdrB,IAAsB,EACtBgB,OAA4B;IAE5B,OAAOjB,KAA2BC,MAAMH,gBAAgBoB,IAAI,EAAED;AAChE"}