@aglyn/plugins-crm 1.0.0-beta.152 → 1.0.0-beta.153

package/src/lib/components/new-lead-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-lead-drawer.tsx"],"sourcesContent":["'use client'\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmLeadStatus,\n  normalizeCrmLeadTags,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  type AglynPostalAddress,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewLeadValues {\n  email: string\n  name: string\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  status: Extract<CrmLeadStatus, 'new' | 'working'>\n  ownerUid: string\n  tags: string[]\n  address: AglynPostalAddress | null\n  notes: string\n}\n\nexport interface NewLeadDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the lead is filed under — a lead is private to one site by\n   * path. `null` at the organization level, where the drawer asks which\n   * site with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  roster: OrgMemberOptions\n  onSubmit: (values: NewLeadValues) => void\n}\n\nconst NOTES_MAX = 4000\n\n/**\n * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).\n *\n * Salesforce's New Lead, on the Leads list: a person the team has heard of\n * and not yet qualified, entered with what is known — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags\n * and where they came from. It makes a lead and nothing else: no contact,\n * no company record. Those are the conversion's to create once the lead is\n * real, which is what keeps one person from sitting in two lists.\n *\n * A drawer and not a form above the list, for the reason every list in this\n * console gives. The two fields a person can mistype in a way the record\n * cannot hold — the email and the phone, and the website beside them — are\n * checked before the request leaves, with the same normalizer the route\n * runs, so the refusal lands under the field. Everything else is the\n * route's to decide: whether the site already holds the address (it\n * updates that lead), whether the plan carries the suite, whether the site\n * is at the platform ceiling.\n */\nexport function NewLeadDrawer(props: NewLeadDrawerProps) {\n  const { open, onClose, hostId, org, busy, error, roster, onSubmit } = props\n  // The site the route files the lead under: the mounted site, or at the\n  // organization level the picked one. `null` until it is known.\n  const { createHostId } = useCrmScope({ hostId, org: org as never })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [company, setCompany] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [phone, setPhone] = useState('')\n  const [website, setWebsite] = useState('')\n  const [leadSource, setLeadSource] = useState('')\n  const [status, setStatus] = useState<NewLeadValues['status']>('new')\n  const [ownerUid, setOwnerUid] = useState('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [notes, setNotes] = useState('')\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [websiteError, setWebsiteError] = useState('')\n\n  // A fresh form on every opening: a person typed and then abandoned must\n  // not reappear half-filled the next time somebody reaches for New lead.\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setCompany('')\n    setJobTitle('')\n    setPhone('')\n    setWebsite('')\n    setLeadSource('')\n    setStatus('new')\n    setOwnerUid('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setNotes('')\n    setEmailError('')\n    setPhoneError('')\n    setWebsiteError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const { patch, errors } = normalizeCrmLeadProfile({\n      company,\n      jobTitle,\n      phone,\n      website,\n      leadSource,\n      address,\n      tags: normalizeCrmLeadTags(tags),\n    })\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(errors.phone ?? '')\n    setWebsiteError(errors.website ?? '')\n    if (!normalizedEmail || errors.phone || errors.website) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().replace(/\\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),\n      company: patch.company ?? '',\n      jobTitle: patch.jobTitle ?? '',\n      phone: patch.phone ?? '',\n      website: patch.website ?? '',\n      leadSource: patch.leadSource ?? '',\n      status,\n      ownerUid,\n      tags: patch.tags ?? [],\n      address: patch.address ?? null,\n      notes: notes.trim().slice(0, NOTES_MAX),\n    })\n  }\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New lead'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/* First, because the lead is filed under the answer. Renders nothing under a site. */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site this lead is filed under — a lead is private to one site.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — a site holds one lead per address.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Company\"\n            value={company}\n            onChange={(event) => setCompany(event.target.value)}\n            helperText=\"As text — converting the lead is what makes it a company record.\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            value={website}\n            onChange={(event) => setWebsite(event.target.value)}\n            error={Boolean(websiteError)}\n            helperText={websiteError || 'Like acme.com'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Lead source\"\n            value={leadSource}\n            onChange={(event) => setLeadSource(event.target.value)}\n            helperText=\"Where this lead came from — a list, an event, a referral\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={status}\n              onChange={(event) =>\n                setStatus(event.target.value as NewLeadValues['status'])\n              }\n              fullWidth\n            >\n              <MenuItem value=\"new\">{CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n              <MenuItem value=\"working\">{CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n            </TextField>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"icp2, a-list\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => setNotes(event.target.value)}\n            multiline\n            minRows={2}\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n            fullWidth\n          />\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the site is known: the route files the lead under it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add lead'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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package/src/lib/components/use-crm-api.d.ts

@@ -1,5 +1,5 @@
 /** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */
-export type CrmApiRoute = 'contacts-create' | 'contact-email-history' | 'contact-update' | 'company-delete' | 'contacts-merge' | 'email-send' | 'erase-person' | 'org-activity' | 'recipe-install' | 'recipe-status' | 'inbound-address' | 'email-template-duplicate';
+export type CrmApiRoute = 'contacts-create' | 'leads-create' | 'contact-email-history' | 'contact-update' | 'company-delete' | 'contacts-merge' | 'email-send' | 'erase-person' | 'org-activity' | 'recipe-install' | 'recipe-status' | 'inbound-address' | 'email-template-duplicate';
 /** What one call to the CRM API answered with. */
 export interface CrmApiResult {
     response: Response;

package/src/lib/components/use-crm-api.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-crm-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'use client'\n\nimport {\n  authorizedFetch,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { useCallback, useRef } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */\nexport type CrmApiRoute =\n  | 'contacts-create'\n  | 'contact-email-history'\n  | 'contact-update'\n  | 'company-delete'\n  | 'contacts-merge'\n  | 'email-send'\n  | 'erase-person'\n  | 'org-activity'\n  | 'recipe-install'\n  | 'recipe-status'\n  | 'inbound-address'\n  | 'email-template-duplicate'\n\n/** What one call to the CRM API answered with. */\nexport interface CrmApiResult {\n  response: Response\n  payload: Record<string, any>\n}\n\n/**\n * ONE AUTHORIZED POST TO THE CRM's SERVER HALF (AGL-2596).\n *\n * The route is a fixed member of {@link CrmApiRoute} rather than a string\n * the caller composes, so a component cannot post the console's credentials\n * anywhere this plugin does not own. The site id rides in the body because\n * that is where the dispatcher's per-site gate reads it from.\n *\n * The user is read through a ref, for the reason the campaign API hook\n * gives: the user object is a new object on most renders, and a callback\n * that changed identity with it would re-fire every effect that depends on\n * it. The token is fetched at call time either way — `authorizedFetch`\n * resolves it under a deadline and answers a 401 of its own rather than\n * sending the request unauthenticated, so a signed-out caller is told so\n * through the same `response.ok` branch every other refusal takes.\n */\n/**\n * ## The organization level\n *\n * Beneath the org hub's mount (AGL-2630) the body also names the ORG, and\n * that is what makes the call the route's org variant (AGL-2634): the route\n * authorizes the caller by the org rather than by a site's role, and a\n * `hostId` beside it — the record's own capturing site, or `null` for a\n * record no site has captured — is what the act needs a site FOR, never\n * what it is authorized against. Under a site there is no mount and the\n * body is what it always was.\n */\nexport function useCrmApi(\n  /**\n   * The site the request is made for. At the organization level the\n   * record's own site, or `null` for a record no site has captured — the\n   * org variant of a route serves both, and a route with no org variant\n   * (a create, which is always captured BY a site) refuses the null as it\n   * always has.\n   */\n  hostId: string | null,\n) {\n  const { data: user } = useUser()\n  const userRef = useRef(user)\n  userRef.current = user\n  const orgId = useCrmOrgMount()?.orgId ?? null\n  return useCallback(\n    async (\n      route: CrmApiRoute,\n      payload: Record<string, unknown>,\n    ): Promise<CrmApiResult> => {\n      const response = await authorizedFetch(\n        userRef.current as TokenSource | null | undefined,\n        `/api/crm/${route}`,\n        {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({\n            hostId,\n            ...(orgId ? { orgId } : {}),\n            ...payload,\n          }),\n        },\n      )\n      const json = await response.json().catch(() => ({}))\n      return { response, payload: json as Record<string, any> }\n    },\n    [hostId, orgId],\n  )\n}\n\nexport default useCrmApi\n"],"names":["authorizedFetch","useUser","useCallback","useRef","useCrmOrgMount","useCrmApi","hostId","data","user","userRef","current","orgId","route","payload","response","method","headers","body","JSON","stringify","json","catch"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,WAAW,EAAEC,MAAM,QAAQ,QAAO;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AAuB3D;;;;;;;;;;;;;;;CAeC,GACD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,UACd;;;;;;GAMC,GACDC,MAAqB;;QAKPF;IAHd,MAAM,EAAEG,MAAMC,IAAI,EAAE,GAAGP;IACvB,MAAMQ,UAAUN,OAAOK;IACvBC,QAAQC,OAAO,GAAGF;IAClB,MAAMG,iBAAQP,kBAAAA,qCAAAA,gBAAkBO,KAAK,mBAAI;IACzC,OAAOT,YACL,OACEU,OACAC;QAEA,MAAMC,WAAW,MAAMd,gBACrBS,QAAQC,OAAO,EACf,CAAC,SAAS,EAAEE,OAAO,EACnB;YACEG,QAAQ;YACRC,SAAS;gBAAE,gBAAgB;YAAmB;YAC9CC,MAAMC,KAAKC,SAAS,CAAC;gBACnBb;eACIK,QAAQ;gBAAEA;YAAM,IAAI,CAAC,GACtBE;QAEP;QAEF,MAAMO,OAAO,MAAMN,SAASM,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;QACjD,OAAO;YAAEP;YAAUD,SAASO;QAA4B;IAC1D,GACA;QAACd;QAAQK;KAAM;AAEnB;AAEA,eAAeN,UAAS"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-crm-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'use client'\n\nimport {\n  authorizedFetch,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { useCallback, useRef } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */\nexport type CrmApiRoute =\n  | 'contacts-create'\n  | 'leads-create'\n  | 'contact-email-history'\n  | 'contact-update'\n  | 'company-delete'\n  | 'contacts-merge'\n  | 'email-send'\n  | 'erase-person'\n  | 'org-activity'\n  | 'recipe-install'\n  | 'recipe-status'\n  | 'inbound-address'\n  | 'email-template-duplicate'\n\n/** What one call to the CRM API answered with. */\nexport interface CrmApiResult {\n  response: Response\n  payload: Record<string, any>\n}\n\n/**\n * ONE AUTHORIZED POST TO THE CRM's SERVER HALF (AGL-2596).\n *\n * The route is a fixed member of {@link CrmApiRoute} rather than a string\n * the caller composes, so a component cannot post the console's credentials\n * anywhere this plugin does not own. The site id rides in the body because\n * that is where the dispatcher's per-site gate reads it from.\n *\n * The user is read through a ref, for the reason the campaign API hook\n * gives: the user object is a new object on most renders, and a callback\n * that changed identity with it would re-fire every effect that depends on\n * it. The token is fetched at call time either way — `authorizedFetch`\n * resolves it under a deadline and answers a 401 of its own rather than\n * sending the request unauthenticated, so a signed-out caller is told so\n * through the same `response.ok` branch every other refusal takes.\n */\n/**\n * ## The organization level\n *\n * Beneath the org hub's mount (AGL-2630) the body also names the ORG, and\n * that is what makes the call the route's org variant (AGL-2634): the route\n * authorizes the caller by the org rather than by a site's role, and a\n * `hostId` beside it — the record's own capturing site, or `null` for a\n * record no site has captured — is what the act needs a site FOR, never\n * what it is authorized against. Under a site there is no mount and the\n * body is what it always was.\n */\nexport function useCrmApi(\n  /**\n   * The site the request is made for. At the organization level the\n   * record's own site, or `null` for a record no site has captured — the\n   * org variant of a route serves both, and a route with no org variant\n   * (a create, which is always captured BY a site) refuses the null as it\n   * always has.\n   */\n  hostId: string | null,\n) {\n  const { data: user } = useUser()\n  const userRef = useRef(user)\n  userRef.current = user\n  const orgId = useCrmOrgMount()?.orgId ?? null\n  return useCallback(\n    async (\n      route: CrmApiRoute,\n      payload: Record<string, unknown>,\n    ): Promise<CrmApiResult> => {\n      const response = await authorizedFetch(\n        userRef.current as TokenSource | null | undefined,\n        `/api/crm/${route}`,\n        {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({\n            hostId,\n            ...(orgId ? { orgId } : {}),\n            ...payload,\n          }),\n        },\n      )\n      const json = await response.json().catch(() => ({}))\n      return { response, payload: json as Record<string, any> }\n    },\n    [hostId, orgId],\n  )\n}\n\nexport default useCrmApi\n"],"names":["authorizedFetch","useUser","useCallback","useRef","useCrmOrgMount","useCrmApi","hostId","data","user","userRef","current","orgId","route","payload","response","method","headers","body","JSON","stringify","json","catch"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,WAAW,EAAEC,MAAM,QAAQ,QAAO;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AAwB3D;;;;;;;;;;;;;;;CAeC,GACD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,UACd;;;;;;GAMC,GACDC,MAAqB;;QAKPF;IAHd,MAAM,EAAEG,MAAMC,IAAI,EAAE,GAAGP;IACvB,MAAMQ,UAAUN,OAAOK;IACvBC,QAAQC,OAAO,GAAGF;IAClB,MAAMG,iBAAQP,kBAAAA,qCAAAA,gBAAkBO,KAAK,mBAAI;IACzC,OAAOT,YACL,OACEU,OACAC;QAEA,MAAMC,WAAW,MAAMd,gBACrBS,QAAQC,OAAO,EACf,CAAC,SAAS,EAAEE,OAAO,EACnB;YACEG,QAAQ;YACRC,SAAS;gBAAE,gBAAgB;YAAmB;YAC9CC,MAAMC,KAAKC,SAAS,CAAC;gBACnBb;eACIK,QAAQ;gBAAEA;YAAM,IAAI,CAAC,GACtBE;QAEP;QAEF,MAAMO,OAAO,MAAMN,SAASM,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;QACjD,OAAO;YAAEP;YAAUD,SAASO;QAA4B;IAC1D,GACA;QAACd;QAAQK;KAAM;AAEnB;AAEA,eAAeN,UAAS"}

package/src/lib/model/crm-lead-import.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type CrmLeadStatus } from '@aglyn/aglyn/app-utils/crm';
+import { type CrmLeadProfile, type CrmLeadStatus } from '@aglyn/aglyn/app-utils/crm';
 import { type ImportChunkResult, type ImportDroppedValue } from '@aglyn/aglyn/app-utils/csv-import';
 /** The shared ceilings, under this collection's names. */
 export declare const LEAD_IMPORT_MAX_ROWS = 5000;
@@ -32,8 +32,17 @@ export declare const LEAD_IMPORT_REASON_MAX = 500;
  * contact it produced.
  */
 export declare const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[];
-/** The fields a column may be mapped to, in the order the mapping menu lists them. */
-export declare const LEAD_IMPORT_FIELDS: readonly ["email", "name", "status", "ownerEmail", "unqualifiedReason", "notes"];
+/**
+ * The fields a column may be mapped to, in the order the mapping menu
+ * lists them.
+ *
+ * The lead's own profile (AGL-3231) — company, title, phone, website, the
+ * lead source, the address parts and tags — is what a list from another
+ * tool actually carries, and the reason a lead can be worked without a
+ * contact beside it. They read under the same labels the contacts import
+ * uses, so one spreadsheet maps the same way into either.
+ */
+export declare const LEAD_IMPORT_FIELDS: readonly ["email", "name", "company", "jobTitle", "phone", "website", "leadSource", "status", "ownerEmail", "addressLine1", "addressLine2", "addressCity", "addressState", "addressPostalCode", "addressCountry", "tags", "unqualifiedReason", "notes"];
 export type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number];
 /** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */
 export declare const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string>;
@@ -57,6 +66,13 @@ export interface LeadImportRow {
     /** Normalized — the address `personKey` derives the document id from. */
     email: string;
     name?: string;
+    /**
+     * The lead's own profile, already normalized the way the record stores
+     * it (AGL-3231): a key present is a value to write, a key absent leaves
+     * an existing lead's value alone. Never a clear — a blank cell in a file
+     * is a cell nobody filled, not a decision to erase what the site knows.
+     */
+    profile: CrmLeadProfile;
     /** Absent leaves an existing lead's status alone and a new one reading as `new`. */
     status?: CrmLeadStatus;
     /** Normalized, for the server to resolve against the org's members. */

package/src/lib/model/crm-lead-import.js

@@ -65,7 +65,8 @@ import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_wi
  * {@link LeadImportRow.dropped}, so the operator learns that a column went
  * nowhere rather than discovering it weeks later.
  */ import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
-import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, isCrmLeadStatus } from "@aglyn/aglyn/app-utils/crm";
+import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, CRM_LEAD_TEXT_MAX, isCrmLeadStatus, normalizeCrmLeadTags, normalizeCompanyWebsite } from "@aglyn/aglyn/app-utils/crm";
+import { normalizeAddress, normalizePhone } from "@aglyn/aglyn/foundation/definitions/contact.types";
 import { CSV_IMPORT_CHUNK_SIZE, CSV_IMPORT_MAX_BODY_BYTES, CSV_IMPORT_MAX_ROWS, CSV_IMPORT_PREVIEW_ROWS, emptyImportResult, guessImportMapping, importAliasKeys, importSkippedCsv, importTextValue, mapImportRow, mergeImportResults } from "@aglyn/aglyn/app-utils/csv-import";
 /** The shared ceilings, under this collection's names. */ export const LEAD_IMPORT_MAX_ROWS = CSV_IMPORT_MAX_ROWS;
 export const LEAD_IMPORT_CHUNK_SIZE = CSV_IMPORT_CHUNK_SIZE;
@@ -81,19 +82,52 @@ export const LEAD_IMPORT_REASON_MAX = 500;
  * reason given above: `qualified` is written by the conversion, beside the
  * contact it produced.
  */ export const LEAD_IMPORT_STATUSES = CRM_LEAD_STATUSES.filter((status)=>status !== 'qualified');
-/** The fields a column may be mapped to, in the order the mapping menu lists them. */ export const LEAD_IMPORT_FIELDS = [
+/**
+ * The fields a column may be mapped to, in the order the mapping menu
+ * lists them.
+ *
+ * The lead's own profile (AGL-3231) — company, title, phone, website, the
+ * lead source, the address parts and tags — is what a list from another
+ * tool actually carries, and the reason a lead can be worked without a
+ * contact beside it. They read under the same labels the contacts import
+ * uses, so one spreadsheet maps the same way into either.
+ */ export const LEAD_IMPORT_FIELDS = [
     'email',
     'name',
+    'company',
+    'jobTitle',
+    'phone',
+    'website',
+    'leadSource',
     'status',
     'ownerEmail',
+    'addressLine1',
+    'addressLine2',
+    'addressCity',
+    'addressState',
+    'addressPostalCode',
+    'addressCountry',
+    'tags',
     'unqualifiedReason',
     'notes'
 ];
 /** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */ export const LEAD_IMPORT_FIELD_LABELS = {
     email: 'Email (required)',
     name: 'Name',
+    company: 'Company name',
+    jobTitle: 'Job title',
+    phone: 'Phone',
+    website: 'Website',
+    leadSource: 'Lead source',
     status: 'Status (new, working, unqualified)',
     ownerEmail: 'Owner (team member email)',
+    addressLine1: 'Address line 1',
+    addressLine2: 'Address line 2',
+    addressCity: 'City',
+    addressState: 'State or region',
+    addressPostalCode: 'Postal code',
+    addressCountry: 'Country (two-letter code)',
+    tags: 'Tags (comma or | separated)',
     unqualifiedReason: 'Unqualified reason',
     notes: 'Notes'
 };
@@ -122,12 +156,51 @@ export const LEAD_IMPORT_REASON_MAX = 500;
         'contact name',
         'person'
     ],
+    company: [
+        'company',
+        'company name',
+        'organization',
+        'organisation',
+        'account',
+        'account name',
+        'employer'
+    ],
+    jobTitle: [
+        'job title',
+        'title',
+        'position',
+        'role',
+        'headline'
+    ],
+    phone: [
+        'phone',
+        'phone number',
+        'mobile',
+        'mobile phone',
+        'telephone',
+        'tel',
+        'cell'
+    ],
+    website: [
+        'website',
+        'web site',
+        'url',
+        'company website',
+        'company domain',
+        'domain'
+    ],
+    leadSource: [
+        'lead source',
+        'source',
+        'origin',
+        'channel',
+        'campaign'
+    ],
     status: [
         'status',
         'lead status',
         'stage',
-        'lead stage',
-        'state'
+        'lead stage'
     ],
     ownerEmail: [
         'owner',
@@ -137,6 +210,47 @@ export const LEAD_IMPORT_REASON_MAX = 500;
         'rep',
         'sales rep'
     ],
+    addressLine1: [
+        'address',
+        'address line 1',
+        'street',
+        'street address',
+        'address 1'
+    ],
+    addressLine2: [
+        'address line 2',
+        'address 2',
+        'suite',
+        'apartment'
+    ],
+    addressCity: [
+        'city',
+        'town',
+        'locality'
+    ],
+    addressState: [
+        'state',
+        'state or region',
+        'region',
+        'province',
+        'county'
+    ],
+    addressPostalCode: [
+        'postal code',
+        'postcode',
+        'zip',
+        'zip code'
+    ],
+    addressCountry: [
+        'country',
+        'country code'
+    ],
+    tags: [
+        'tags',
+        'tag',
+        'labels',
+        'lists'
+    ],
     unqualifiedReason: [
         'unqualified reason',
         'reason',
@@ -188,8 +302,8 @@ const FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES);
  * the document id; the owner is refused by the server, which alone can
  * look them up.
  */ export function normalizeLeadImportRow(raw) {
-    var _importTextValue;
-    var _importTextValue1;
+    var _importTextValue, _raw_tags;
+    var _importTextValue1, _importTextValue2, _importTextValue3, _importTextValue4;
     const emailText = (_importTextValue = importTextValue(raw.email, 320)) != null ? _importTextValue : '';
     const email = normalizeContactEmail(emailText);
     if (!email) {
@@ -208,10 +322,49 @@ const FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES);
     };
     const row = {
         email,
+        profile: {},
         dropped
     };
     const name = (_importTextValue1 = importTextValue(raw.name, NAME_MAX)) == null ? void 0 : _importTextValue1.replace(/\s+/g, ' ');
     if (name) row.name = name;
+    /*
+   * The profile (AGL-3231), field by field, each through the normalizer
+   * the record's own card runs. A phone or a website the normalizer cannot
+   * read is dropped and reported rather than stored as typed, because the
+   * record renders both as links; the country is the one address part the
+   * address normalizer drops silently — a typed name is not a code — so it
+   * is the one part the report has to name.
+   */ const company = (_importTextValue2 = importTextValue(raw.company, CRM_LEAD_TEXT_MAX)) == null ? void 0 : _importTextValue2.replace(/\s+/g, ' ');
+    if (company) row.profile.company = company;
+    const jobTitle = (_importTextValue3 = importTextValue(raw.jobTitle, CRM_LEAD_TEXT_MAX)) == null ? void 0 : _importTextValue3.replace(/\s+/g, ' ');
+    if (jobTitle) row.profile.jobTitle = jobTitle;
+    const leadSource = (_importTextValue4 = importTextValue(raw.leadSource, CRM_LEAD_TEXT_MAX)) == null ? void 0 : _importTextValue4.replace(/\s+/g, ' ');
+    if (leadSource) row.profile.leadSource = leadSource;
+    const phoneText = importTextValue(raw.phone, 64);
+    if (phoneText) {
+        const phone = normalizePhone(phoneText);
+        if (phone) row.profile.phone = phone;
+        else drop('phone', phoneText);
+    }
+    const websiteText = importTextValue(raw.website, 320);
+    if (websiteText) {
+        const website = normalizeCompanyWebsite(websiteText);
+        if (website) row.profile.website = website;
+        else drop('website', websiteText);
+    }
+    const address = normalizeAddress({
+        line1: importTextValue(raw.addressLine1, 200),
+        line2: importTextValue(raw.addressLine2, 200),
+        city: importTextValue(raw.addressCity, 120),
+        state: importTextValue(raw.addressState, 120),
+        postalCode: importTextValue(raw.addressPostalCode, 32),
+        country: importTextValue(raw.addressCountry, 8)
+    });
+    if (address) row.profile.address = address;
+    const countryText = importTextValue(raw.addressCountry, 64);
+    if (countryText && !(address == null ? void 0 : address.country)) drop('addressCountry', countryText);
+    const tags = normalizeCrmLeadTags(String((_raw_tags = raw.tags) != null ? _raw_tags : '').split(/[,|]/).map((tag)=>tag.trim()));
+    if (tags.length) row.profile.tags = tags;
     const statusText = importTextValue(raw.status, 32);
     if (statusText) {
         const status = parseImportLeadStatus(statusText);

package/src/lib/model/crm-lead-import.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-lead-import.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 * BRINGING A SPREADSHEET OF LEADS INTO THE CRM — the pure half (AGL-2701).\n *\n * The contact import's three stages (`crm-import.ts`) over the lead\n * vocabulary. A lead is the one CRM record a person does not type: it is\n * what a capture door wrote when somebody signed up, booked or submitted a\n * form, plus the working state the team wrote on top. A file therefore\n * carries HALF a lead — the person, and the team's annotations — and the\n * capture half is the door's to write.\n *\n * ## The address is the identity, because it is the document id\n *\n * A lead lives at `hosts/{hostId}/leads/{personKey}`, and `personKey` is\n * the sha256 of the normalized address. So the address is not merely the\n * one required cell: it is the row's name. A cell the normalizer cannot\n * read is refused as `invalid-email`, and two rows of one file that\n * normalize to the same address are one person — the second is skipped as\n * `duplicate` rather than merged onto the first, for the reason the\n * contacts import gives: one person reported once created and once merged\n * is a number the operator cannot reconcile against the rows they sent.\n *\n * ## What a file may NOT say\n *\n * The export's `Sources`, `First seen`, `Last seen` and `Captures` columns\n * are the capture door's own record of what the visitor did, and\n * `Converted` is stamped by `crm/lead-convert` after the contact exists.\n * None of them is a field here, so the mapping leaves those columns\n * unmapped rather than mis-mapping them — a file that could write\n * \"first seen\" could rewrite the history it is supposed to describe. The\n * organization-level file's `Site` column is left out for a second reason:\n * the site is the drawer's question and the route's permission is granted\n * for that ONE site, so a cell must not be able to redirect a row to\n * another.\n *\n * ## Qualified is a conversion, not a status a cell can claim\n *\n * `qualified` means a lead BECAME a contact, and `convertedContactId`\n * beside it names the contact that was really created. Only the convert\n * route writes the pair, so the list's own status control offers new,\n * working and unqualified and nothing else. A cell naming `qualified` is\n * dropped and reported here for the same reason: a status claiming a\n * conversion that never happened would show a contact link to nowhere.\n *\n * ## A bad cell is dropped and named; a bad row is skipped and named\n *\n * The address is the only cell that can make a row unstorable. An\n * unreadable status, or an unqualified reason with no unqualified status\n * to belong to, is left off the lead and REPORTED under\n * {@link LeadImportRow.dropped}, so the operator learns that a column went\n * nowhere rather than discovering it weeks later.\n */\n\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  type CrmLeadStatus,\n  isCrmLeadStatus,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CSV_IMPORT_CHUNK_SIZE,\n  CSV_IMPORT_MAX_BODY_BYTES,\n  CSV_IMPORT_MAX_ROWS,\n  CSV_IMPORT_PREVIEW_ROWS,\n  emptyImportResult,\n  guessImportMapping,\n  importAliasKeys,\n  type ImportChunkResult,\n  type ImportDroppedValue,\n  importSkippedCsv,\n  importTextValue,\n  mapImportRow,\n  mergeImportResults,\n} from '@aglyn/aglyn/app-utils/csv-import'\n\n/** The shared ceilings, under this collection's names. */\nexport const LEAD_IMPORT_MAX_ROWS = CSV_IMPORT_MAX_ROWS\nexport const LEAD_IMPORT_CHUNK_SIZE = CSV_IMPORT_CHUNK_SIZE\nexport const LEAD_IMPORT_MAX_BODY_BYTES = CSV_IMPORT_MAX_BODY_BYTES\nexport const LEAD_IMPORT_PREVIEW_ROWS = CSV_IMPORT_PREVIEW_ROWS\n\n/** The same caps the lead's own cards hold a typed value to. */\nexport const LEAD_IMPORT_NOTES_MAX = 4000\nexport const LEAD_IMPORT_REASON_MAX = 500\n\n/** A person's name, capped where every other import caps one. */\nconst NAME_MAX = 120\n\n/**\n * The statuses a file may set.\n *\n * The list's own status control offers exactly these three, and for the\n * reason given above: `qualified` is written by the conversion, beside the\n * contact it produced.\n */\nexport const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[] =\n  CRM_LEAD_STATUSES.filter((status) => status !== 'qualified')\n\n/** The fields a column may be mapped to, in the order the mapping menu lists them. */\nexport const LEAD_IMPORT_FIELDS = [\n  'email',\n  'name',\n  'status',\n  'ownerEmail',\n  'unqualifiedReason',\n  'notes',\n] as const\n\nexport type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number]\n\n/** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */\nexport const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string> = {\n  email: 'Email (required)',\n  name: 'Name',\n  status: 'Status (new, working, unqualified)',\n  ownerEmail: 'Owner (team member email)',\n  unqualifiedReason: 'Unqualified reason',\n  notes: 'Notes',\n}\n\n/**\n * Header aliases per field, matched after the shared header normalization.\n *\n * First in each list is the header this CRM's own leads export writes, so\n * an export re-imports without a hand mapping; the export's Sources, First\n * seen, Last seen, Captures, Converted and Site columns are deliberately\n * absent from every list, so they land on \"Do not import\".\n */\nconst FIELD_ALIASES: Record<LeadImportField, readonly string[]> = {\n  email: ['email', 'email address', 'e mail', 'mail', 'contact email', 'work email'],\n  name: ['name', 'full name', 'lead', 'lead name', 'contact', 'contact name', 'person'],\n  status: ['status', 'lead status', 'stage', 'lead stage', 'state'],\n  ownerEmail: ['owner', 'owner email', 'assigned to', 'assignee', 'rep', 'sales rep'],\n  unqualifiedReason: [\n    'unqualified reason',\n    'reason',\n    'disqualified reason',\n    'lost reason',\n    'reason lost',\n  ],\n  notes: ['notes', 'note', 'description', 'comments', 'details'],\n}\n\nconst FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES)\n\n/** Column index → field. A column absent from the map is not imported. */\nexport type LeadImportMapping = Record<number, LeadImportField>\n\n/** A proposed mapping from a file's header row, each field taken at most once. */\nexport function guessLeadImportMapping(columns: readonly string[]): LeadImportMapping {\n  return guessImportMapping(columns, LEAD_IMPORT_FIELDS, FIELD_ALIAS_KEYS)\n}\n\n/**\n * What the browser posts for one line: the cells the mapping selected,\n * under the field they were mapped to, verbatim. `unknown` because the\n * server reads this off an untrusted body.\n */\nexport type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>\n\n/** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */\nexport function mapLeadImportRow(\n  cells: readonly string[],\n  mapping: Record<number, LeadImportField | `custom:${string}`>,\n): LeadImportRawRow {\n  const { custom: _custom, ...row } = mapImportRow(cells, mapping)\n  return row\n}\n\nexport type LeadImportSkipReason =\n  | 'invalid-email'\n  | 'duplicate'\n  | 'lead-ceiling'\n  | 'write-failed'\n\n/** How a skip reason reads on screen and in the downloaded file. */\nexport const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string> = {\n  'invalid-email': 'No usable email address',\n  duplicate: 'The same address appears earlier in this file',\n  'lead-ceiling': 'This site is at the platform lead limit',\n  'write-failed': 'Could not be saved',\n}\n\n/** One row, ready for the server to resolve and write. */\nexport interface LeadImportRow {\n  /** Normalized — the address `personKey` derives the document id from. */\n  email: string\n  name?: string\n  /** Absent leaves an existing lead's status alone and a new one reading as `new`. */\n  status?: CrmLeadStatus\n  /** Normalized, for the server to resolve against the org's members. */\n  ownerEmail?: string\n  /** Only ever set beside `status: 'unqualified'` — the pair is one fact. */\n  unqualifiedReason?: string\n  notes?: string\n  dropped: ImportDroppedValue[]\n}\n\nexport type LeadImportRowVerdict =\n  | { ok: true; row: LeadImportRow }\n  | { ok: false; reason: 'invalid-email'; input: string }\n\n/**\n * A status cell by id or by label — `working`, `Working` and `WORKING` are\n * one status. `null` for a cell naming no status a file may set, which\n * includes the well-spelled `Qualified` the export writes for a converted\n * lead.\n */\nexport function parseImportLeadStatus(value: unknown): CrmLeadStatus | null {\n  const text = String(value ?? '')\n    .trim()\n    .toLowerCase()\n  if (!text) return null\n  const byId = isCrmLeadStatus(text) ? text : null\n  const byLabel =\n    LEAD_IMPORT_STATUSES.find(\n      (status) => CRM_LEAD_STATUS_LABELS[status].toLowerCase() === text,\n    ) ?? null\n  const status = byId ?? byLabel\n  return status && LEAD_IMPORT_STATUSES.includes(status) ? status : null\n}\n\n/**\n * One raw row as the values that will be written, or the reason it cannot\n * be. Refused here only for an unusable address, because the address is\n * the document id; the owner is refused by the server, which alone can\n * look them up.\n */\nexport function normalizeLeadImportRow(raw: LeadImportRawRow): LeadImportRowVerdict {\n  const emailText = importTextValue(raw.email, 320) ?? ''\n  const email = normalizeContactEmail(emailText)\n  if (!email) {\n    return { ok: false, reason: 'invalid-email', input: emailText }\n  }\n  const dropped: ImportDroppedValue[] = []\n  const drop = (field: LeadImportField, value: unknown) => {\n    dropped.push({ field, value: String(value ?? '').trim() })\n  }\n  const row: LeadImportRow = { email, dropped }\n\n  const name = importTextValue(raw.name, NAME_MAX)?.replace(/\\s+/g, ' ')\n  if (name) row.name = name\n\n  const statusText = importTextValue(raw.status, 32)\n  if (statusText) {\n    const status = parseImportLeadStatus(statusText)\n    if (status) row.status = status\n    else drop('status', statusText)\n  }\n\n  const ownerText = importTextValue(raw.ownerEmail, 320)\n  if (ownerText) {\n    const owner = normalizeContactEmail(ownerText)\n    if (owner) row.ownerEmail = owner\n    else drop('ownerEmail', ownerText)\n  }\n\n  /*\n   * The reason belongs to the status: it is what an unqualified lead was\n   * closed FOR, and on a lead that is not unqualified it describes\n   * nothing. A row that carries one without the other keeps the status and\n   * reports the reason, so a mis-mapped column is visible rather than\n   * stored where nothing reads it.\n   */\n  const reasonText = importTextValue(raw.unqualifiedReason, LEAD_IMPORT_REASON_MAX)\n  if (reasonText) {\n    if (row.status === 'unqualified') row.unqualifiedReason = reasonText\n    else drop('unqualifiedReason', reasonText)\n  }\n\n  const notes = importTextValue(raw.notes, LEAD_IMPORT_NOTES_MAX)\n  if (notes) row.notes = notes\n\n  return { ok: true, row }\n}\n\n/** One row the server did not store, by its index in the request, named by the address. */\nexport interface LeadImportSkippedRow {\n  index: number\n  email: string\n  reason: LeadImportSkipReason\n}\n\n/** What one request did. The drawer sums these across a file. */\nexport type LeadImportChunkResult = ImportChunkResult<LeadImportSkippedRow>\n\nexport function emptyLeadImportResult(): LeadImportChunkResult {\n  return emptyImportResult<LeadImportSkippedRow>()\n}\n\nexport function mergeLeadImportResults(\n  total: LeadImportChunkResult,\n  chunk: LeadImportChunkResult,\n  offset = 0,\n): LeadImportChunkResult {\n  return mergeImportResults(total, chunk, offset)\n}\n\n/** The skipped rows as a file the operator can fix and re-import. */\nexport function leadImportSkippedCsv(\n  columns: readonly string[],\n  entries: readonly { cells: readonly string[]; reason: LeadImportSkipReason }[],\n): string {\n  return importSkippedCsv(columns, entries, 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-lead-import.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 * BRINGING A SPREADSHEET OF LEADS INTO THE CRM — the pure half (AGL-2701).\n *\n * The contact import's three stages (`crm-import.ts`) over the lead\n * vocabulary. A lead is the one CRM record a person does not type: it is\n * what a capture door wrote when somebody signed up, booked or submitted a\n * form, plus the working state the team wrote on top. A file therefore\n * carries HALF a lead — the person, and the team's annotations — and the\n * capture half is the door's to write.\n *\n * ## The address is the identity, because it is the document id\n *\n * A lead lives at `hosts/{hostId}/leads/{personKey}`, and `personKey` is\n * the sha256 of the normalized address. So the address is not merely the\n * one required cell: it is the row's name. A cell the normalizer cannot\n * read is refused as `invalid-email`, and two rows of one file that\n * normalize to the same address are one person — the second is skipped as\n * `duplicate` rather than merged onto the first, for the reason the\n * contacts import gives: one person reported once created and once merged\n * is a number the operator cannot reconcile against the rows they sent.\n *\n * ## What a file may NOT say\n *\n * The export's `Sources`, `First seen`, `Last seen` and `Captures` columns\n * are the capture door's own record of what the visitor did, and\n * `Converted` is stamped by `crm/lead-convert` after the contact exists.\n * None of them is a field here, so the mapping leaves those columns\n * unmapped rather than mis-mapping them — a file that could write\n * \"first seen\" could rewrite the history it is supposed to describe. The\n * organization-level file's `Site` column is left out for a second reason:\n * the site is the drawer's question and the route's permission is granted\n * for that ONE site, so a cell must not be able to redirect a row to\n * another.\n *\n * ## Qualified is a conversion, not a status a cell can claim\n *\n * `qualified` means a lead BECAME a contact, and `convertedContactId`\n * beside it names the contact that was really created. Only the convert\n * route writes the pair, so the list's own status control offers new,\n * working and unqualified and nothing else. A cell naming `qualified` is\n * dropped and reported here for the same reason: a status claiming a\n * conversion that never happened would show a contact link to nowhere.\n *\n * ## A bad cell is dropped and named; a bad row is skipped and named\n *\n * The address is the only cell that can make a row unstorable. An\n * unreadable status, or an unqualified reason with no unqualified status\n * to belong to, is left off the lead and REPORTED under\n * {@link LeadImportRow.dropped}, so the operator learns that a column went\n * nowhere rather than discovering it weeks later.\n */\n\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  CRM_LEAD_TEXT_MAX,\n  type CrmLeadProfile,\n  type CrmLeadStatus,\n  isCrmLeadStatus,\n  normalizeCrmLeadTags,\n  normalizeCompanyWebsite,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  normalizeAddress,\n  normalizePhone,\n} from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  CSV_IMPORT_CHUNK_SIZE,\n  CSV_IMPORT_MAX_BODY_BYTES,\n  CSV_IMPORT_MAX_ROWS,\n  CSV_IMPORT_PREVIEW_ROWS,\n  emptyImportResult,\n  guessImportMapping,\n  importAliasKeys,\n  type ImportChunkResult,\n  type ImportDroppedValue,\n  importSkippedCsv,\n  importTextValue,\n  mapImportRow,\n  mergeImportResults,\n} from '@aglyn/aglyn/app-utils/csv-import'\n\n/** The shared ceilings, under this collection's names. */\nexport const LEAD_IMPORT_MAX_ROWS = CSV_IMPORT_MAX_ROWS\nexport const LEAD_IMPORT_CHUNK_SIZE = CSV_IMPORT_CHUNK_SIZE\nexport const LEAD_IMPORT_MAX_BODY_BYTES = CSV_IMPORT_MAX_BODY_BYTES\nexport const LEAD_IMPORT_PREVIEW_ROWS = CSV_IMPORT_PREVIEW_ROWS\n\n/** The same caps the lead's own cards hold a typed value to. */\nexport const LEAD_IMPORT_NOTES_MAX = 4000\nexport const LEAD_IMPORT_REASON_MAX = 500\n\n/** A person's name, capped where every other import caps one. */\nconst NAME_MAX = 120\n\n/**\n * The statuses a file may set.\n *\n * The list's own status control offers exactly these three, and for the\n * reason given above: `qualified` is written by the conversion, beside the\n * contact it produced.\n */\nexport const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[] =\n  CRM_LEAD_STATUSES.filter((status) => status !== 'qualified')\n\n/**\n * The fields a column may be mapped to, in the order the mapping menu\n * lists them.\n *\n * The lead's own profile (AGL-3231) — company, title, phone, website, the\n * lead source, the address parts and tags — is what a list from another\n * tool actually carries, and the reason a lead can be worked without a\n * contact beside it. They read under the same labels the contacts import\n * uses, so one spreadsheet maps the same way into either.\n */\nexport const LEAD_IMPORT_FIELDS = [\n  'email',\n  'name',\n  'company',\n  'jobTitle',\n  'phone',\n  'website',\n  'leadSource',\n  'status',\n  'ownerEmail',\n  'addressLine1',\n  'addressLine2',\n  'addressCity',\n  'addressState',\n  'addressPostalCode',\n  'addressCountry',\n  'tags',\n  'unqualifiedReason',\n  'notes',\n] as const\n\nexport type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number]\n\n/** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */\nexport const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string> = {\n  email: 'Email (required)',\n  name: 'Name',\n  company: 'Company name',\n  jobTitle: 'Job title',\n  phone: 'Phone',\n  website: 'Website',\n  leadSource: 'Lead source',\n  status: 'Status (new, working, unqualified)',\n  ownerEmail: 'Owner (team member email)',\n  addressLine1: 'Address line 1',\n  addressLine2: 'Address line 2',\n  addressCity: 'City',\n  addressState: 'State or region',\n  addressPostalCode: 'Postal code',\n  addressCountry: 'Country (two-letter code)',\n  tags: 'Tags (comma or | separated)',\n  unqualifiedReason: 'Unqualified reason',\n  notes: 'Notes',\n}\n\n/**\n * Header aliases per field, matched after the shared header normalization.\n *\n * First in each list is the header this CRM's own leads export writes, so\n * an export re-imports without a hand mapping; the export's Sources, First\n * seen, Last seen, Captures, Converted and Site columns are deliberately\n * absent from every list, so they land on \"Do not import\".\n */\nconst FIELD_ALIASES: Record<LeadImportField, readonly string[]> = {\n  email: ['email', 'email address', 'e mail', 'mail', 'contact email', 'work email'],\n  name: ['name', 'full name', 'lead', 'lead name', 'contact', 'contact name', 'person'],\n  company: [\n    'company',\n    'company name',\n    'organization',\n    'organisation',\n    'account',\n    'account name',\n    'employer',\n  ],\n  jobTitle: ['job title', 'title', 'position', 'role', 'headline'],\n  phone: ['phone', 'phone number', 'mobile', 'mobile phone', 'telephone', 'tel', 'cell'],\n  website: ['website', 'web site', 'url', 'company website', 'company domain', 'domain'],\n  leadSource: ['lead source', 'source', 'origin', 'channel', 'campaign'],\n  status: ['status', 'lead status', 'stage', 'lead stage'],\n  ownerEmail: ['owner', 'owner email', 'assigned to', 'assignee', 'rep', 'sales rep'],\n  addressLine1: ['address', 'address line 1', 'street', 'street address', 'address 1'],\n  addressLine2: ['address line 2', 'address 2', 'suite', 'apartment'],\n  addressCity: ['city', 'town', 'locality'],\n  addressState: ['state', 'state or region', 'region', 'province', 'county'],\n  addressPostalCode: ['postal code', 'postcode', 'zip', 'zip code'],\n  addressCountry: ['country', 'country code'],\n  tags: ['tags', 'tag', 'labels', 'lists'],\n  unqualifiedReason: [\n    'unqualified reason',\n    'reason',\n    'disqualified reason',\n    'lost reason',\n    'reason lost',\n  ],\n  notes: ['notes', 'note', 'description', 'comments', 'details'],\n}\n\nconst FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES)\n\n/** Column index → field. A column absent from the map is not imported. */\nexport type LeadImportMapping = Record<number, LeadImportField>\n\n/** A proposed mapping from a file's header row, each field taken at most once. */\nexport function guessLeadImportMapping(columns: readonly string[]): LeadImportMapping {\n  return guessImportMapping(columns, LEAD_IMPORT_FIELDS, FIELD_ALIAS_KEYS)\n}\n\n/**\n * What the browser posts for one line: the cells the mapping selected,\n * under the field they were mapped to, verbatim. `unknown` because the\n * server reads this off an untrusted body.\n */\nexport type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>\n\n/** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */\nexport function mapLeadImportRow(\n  cells: readonly string[],\n  mapping: Record<number, LeadImportField | `custom:${string}`>,\n): LeadImportRawRow {\n  const { custom: _custom, ...row } = mapImportRow(cells, mapping)\n  return row\n}\n\nexport type LeadImportSkipReason =\n  | 'invalid-email'\n  | 'duplicate'\n  | 'lead-ceiling'\n  | 'write-failed'\n\n/** How a skip reason reads on screen and in the downloaded file. */\nexport const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string> = {\n  'invalid-email': 'No usable email address',\n  duplicate: 'The same address appears earlier in this file',\n  'lead-ceiling': 'This site is at the platform lead limit',\n  'write-failed': 'Could not be saved',\n}\n\n/** One row, ready for the server to resolve and write. */\nexport interface LeadImportRow {\n  /** Normalized — the address `personKey` derives the document id from. */\n  email: string\n  name?: string\n  /**\n   * The lead's own profile, already normalized the way the record stores\n   * it (AGL-3231): a key present is a value to write, a key absent leaves\n   * an existing lead's value alone. Never a clear — a blank cell in a file\n   * is a cell nobody filled, not a decision to erase what the site knows.\n   */\n  profile: CrmLeadProfile\n  /** Absent leaves an existing lead's status alone and a new one reading as `new`. */\n  status?: CrmLeadStatus\n  /** Normalized, for the server to resolve against the org's members. */\n  ownerEmail?: string\n  /** Only ever set beside `status: 'unqualified'` — the pair is one fact. */\n  unqualifiedReason?: string\n  notes?: string\n  dropped: ImportDroppedValue[]\n}\n\nexport type LeadImportRowVerdict =\n  | { ok: true; row: LeadImportRow }\n  | { ok: false; reason: 'invalid-email'; input: string }\n\n/**\n * A status cell by id or by label — `working`, `Working` and `WORKING` are\n * one status. `null` for a cell naming no status a file may set, which\n * includes the well-spelled `Qualified` the export writes for a converted\n * lead.\n */\nexport function parseImportLeadStatus(value: unknown): CrmLeadStatus | null {\n  const text = String(value ?? '')\n    .trim()\n    .toLowerCase()\n  if (!text) return null\n  const byId = isCrmLeadStatus(text) ? text : null\n  const byLabel =\n    LEAD_IMPORT_STATUSES.find(\n      (status) => CRM_LEAD_STATUS_LABELS[status].toLowerCase() === text,\n    ) ?? null\n  const status = byId ?? byLabel\n  return status && LEAD_IMPORT_STATUSES.includes(status) ? status : null\n}\n\n/**\n * One raw row as the values that will be written, or the reason it cannot\n * be. Refused here only for an unusable address, because the address is\n * the document id; the owner is refused by the server, which alone can\n * look them up.\n */\nexport function normalizeLeadImportRow(raw: LeadImportRawRow): LeadImportRowVerdict {\n  const emailText = importTextValue(raw.email, 320) ?? ''\n  const email = normalizeContactEmail(emailText)\n  if (!email) {\n    return { ok: false, reason: 'invalid-email', input: emailText }\n  }\n  const dropped: ImportDroppedValue[] = []\n  const drop = (field: LeadImportField, value: unknown) => {\n    dropped.push({ field, value: String(value ?? '').trim() })\n  }\n  const row: LeadImportRow = { email, profile: {}, dropped }\n\n  const name = importTextValue(raw.name, NAME_MAX)?.replace(/\\s+/g, ' ')\n  if (name) row.name = name\n\n  /*\n   * The profile (AGL-3231), field by field, each through the normalizer\n   * the record's own card runs. A phone or a website the normalizer cannot\n   * read is dropped and reported rather than stored as typed, because the\n   * record renders both as links; the country is the one address part the\n   * address normalizer drops silently — a typed name is not a code — so it\n   * is the one part the report has to name.\n   */\n  const company = importTextValue(raw.company, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (company) row.profile.company = company\n  const jobTitle = importTextValue(raw.jobTitle, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (jobTitle) row.profile.jobTitle = jobTitle\n  const leadSource = importTextValue(raw.leadSource, CRM_LEAD_TEXT_MAX)?.replace(\n    /\\s+/g,\n    ' ',\n  )\n  if (leadSource) row.profile.leadSource = leadSource\n  const phoneText = importTextValue(raw.phone, 64)\n  if (phoneText) {\n    const phone = normalizePhone(phoneText)\n    if (phone) row.profile.phone = phone\n    else drop('phone', phoneText)\n  }\n  const websiteText = importTextValue(raw.website, 320)\n  if (websiteText) {\n    const website = normalizeCompanyWebsite(websiteText)\n    if (website) row.profile.website = website\n    else drop('website', websiteText)\n  }\n  const address = normalizeAddress({\n    line1: importTextValue(raw.addressLine1, 200),\n    line2: importTextValue(raw.addressLine2, 200),\n    city: importTextValue(raw.addressCity, 120),\n    state: importTextValue(raw.addressState, 120),\n    postalCode: importTextValue(raw.addressPostalCode, 32),\n    country: importTextValue(raw.addressCountry, 8),\n  })\n  if (address) row.profile.address = address\n  const countryText = importTextValue(raw.addressCountry, 64)\n  if (countryText && !address?.country) drop('addressCountry', countryText)\n  const tags = normalizeCrmLeadTags(\n    String(raw.tags ?? '')\n      .split(/[,|]/)\n      .map((tag) => tag.trim()),\n  )\n  if (tags.length) row.profile.tags = tags\n\n  const statusText = importTextValue(raw.status, 32)\n  if (statusText) {\n    const status = parseImportLeadStatus(statusText)\n    if (status) row.status = status\n    else drop('status', statusText)\n  }\n\n  const ownerText = importTextValue(raw.ownerEmail, 320)\n  if (ownerText) {\n    const owner = normalizeContactEmail(ownerText)\n    if (owner) row.ownerEmail = owner\n    else drop('ownerEmail', ownerText)\n  }\n\n  /*\n   * The reason belongs to the status: it is what an unqualified lead was\n   * closed FOR, and on a lead that is not unqualified it describes\n   * nothing. A row that carries one without the other keeps the status and\n   * reports the reason, so a mis-mapped column is visible rather than\n   * stored where nothing reads it.\n   */\n  const reasonText = importTextValue(raw.unqualifiedReason, LEAD_IMPORT_REASON_MAX)\n  if (reasonText) {\n    if (row.status === 'unqualified') row.unqualifiedReason = reasonText\n    else drop('unqualifiedReason', reasonText)\n  }\n\n  const notes = importTextValue(raw.notes, LEAD_IMPORT_NOTES_MAX)\n  if (notes) row.notes = notes\n\n  return { ok: true, row }\n}\n\n/** One row the server did not store, by its index in the request, named by the address. */\nexport interface LeadImportSkippedRow {\n  index: number\n  email: string\n  reason: LeadImportSkipReason\n}\n\n/** What one request did. The drawer sums these across a file. */\nexport type LeadImportChunkResult = ImportChunkResult<LeadImportSkippedRow>\n\nexport function emptyLeadImportResult(): LeadImportChunkResult {\n  return emptyImportResult<LeadImportSkippedRow>()\n}\n\nexport function mergeLeadImportResults(\n  total: LeadImportChunkResult,\n  chunk: LeadImportChunkResult,\n  offset = 0,\n): LeadImportChunkResult {\n  return mergeImportResults(total, chunk, offset)\n}\n\n/** The skipped rows as a file the operator can fix and re-import. */\nexport function leadImportSkippedCsv(\n  columns: readonly string[],\n  entries: readonly { cells: readonly string[]; reason: LeadImportSkipReason }[],\n): string {\n  return importSkippedCsv(columns, entries, 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package/src/lib/model/lead-company-suggestion.d.ts

@@ -32,8 +32,15 @@ export type CompanySuggestion =
     domain: string;
 };
 /**
- * The company a lead's address implies, matched against the companies the
- * caller can already see (AGL-2608).
+ * The company a lead names, or its address implies, matched against the
+ * companies the caller can already see (AGL-2608, AGL-3233).
+ *
+ * The lead's own `company` text comes first: it is the account the lead
+ * carries, the way a Salesforce lead does, and a company already filed
+ * under that name — whatever its domain — is the one to link. Failing a
+ * name match, the domain. Failing both, a new company: named as the lead
+ * names it, with the domain beside it when the address has one, or named
+ * after the domain when the lead names nothing.
  *
  * The email domain is the one fact about a company a capture carries, and
  * `companyDomainForEmail` already refuses the public mailboxes, so a lead at
@@ -52,7 +59,15 @@ export type CompanySuggestion =
 export declare function suggestCompanyForLead(email: unknown, companies: ReadonlyArray<{
     $id: string;
     domain?: unknown;
-}>): CompanySuggestion;
+    name?: unknown;
+}>, 
+/**
+ * The company the lead names as text (AGL-3233) — what a Salesforce lead
+ * carries and what the convert step turns into the account. It outranks
+ * the domain: a name the converter typed or imported is a fact about the
+ * business, a domain is a guess from the address.
+ */
+companyText?: unknown): CompanySuggestion;
 /**
  * A typed dollar amount as cents, `null` for an empty field, and `undefined`
  * for something that is not an amount — the three answers a form has to tell

package/src/lib/model/lead-company-suggestion.js

@@ -15,8 +15,15 @@
  * limitations under the License.
  */ import { companyDomainForEmail, companyNameForDomain } from "@aglyn/aglyn";
 /**
- * The company a lead's address implies, matched against the companies the
- * caller can already see (AGL-2608).
+ * The company a lead names, or its address implies, matched against the
+ * companies the caller can already see (AGL-2608, AGL-3233).
+ *
+ * The lead's own `company` text comes first: it is the account the lead
+ * carries, the way a Salesforce lead does, and a company already filed
+ * under that name — whatever its domain — is the one to link. Failing a
+ * name match, the domain. Failing both, a new company: named as the lead
+ * names it, with the domain beside it when the address has one, or named
+ * after the domain when the lead names nothing.
  *
  * The email domain is the one fact about a company a capture carries, and
  * `companyDomainForEmail` already refuses the public mailboxes, so a lead at
@@ -31,19 +38,42 @@
  * by a capture at the same domain start out called the same thing. A
  * starting point the converter edits, not a claim about what the business
  * is called.
- */ export function suggestCompanyForLead(email, companies) {
+ */ export function suggestCompanyForLead(email, companies, /**
+   * The company the lead names as text (AGL-3233) — what a Salesforce lead
+   * carries and what the convert step turns into the account. It outranks
+   * the domain: a name the converter typed or imported is a fact about the
+   * business, a domain is a guess from the address.
+   */ companyText) {
+    const name = String(companyText != null ? companyText : '').trim().replace(/\s+/g, ' ');
     const domain = companyDomainForEmail(email);
+    if (name) {
+        const byName = companies.find((company)=>{
+            var _company_name;
+            return String((_company_name = company.name) != null ? _company_name : '').trim().toLowerCase() === name.toLowerCase();
+        });
+        if (byName) return {
+            mode: 'existing',
+            companyId: byName.$id
+        };
+    }
+    if (domain) {
+        const byDomain = companies.find((company)=>{
+            var _company_domain;
+            return String((_company_domain = company.domain) != null ? _company_domain : '').toLowerCase() === domain;
+        });
+        if (byDomain) return {
+            mode: 'existing',
+            companyId: byDomain.$id
+        };
+    }
+    if (name) return {
+        mode: 'new',
+        name,
+        domain: domain != null ? domain : ''
+    };
     if (!domain) return {
         mode: 'none'
     };
-    const existing = companies.find((company)=>{
-        var _company_domain;
-        return String((_company_domain = company.domain) != null ? _company_domain : '').toLowerCase() === domain;
-    });
-    if (existing) return {
-        mode: 'existing',
-        companyId: existing.$id
-    };
     return {
         mode: 'new',
         name: companyNameForDomain(domain),

package/src/lib/model/lead-company-suggestion.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-company-suggestion.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 { companyDomainForEmail, companyNameForDomain } from '@aglyn/aglyn'\n\n/** What the convert dialog should propose for the company step. */\nexport type CompanySuggestion =\n  /** A public mailbox or a malformed address implies no company. */\n  | { mode: 'none' }\n  /** The org already has a company at this domain the caller can see. */\n  | { mode: 'existing'; companyId: string }\n  /** No company at this domain yet — propose creating one. */\n  | { mode: 'new'; name: string; domain: string }\n\n/**\n * The company a lead's address implies, matched against the companies the\n * caller can already see (AGL-2608).\n *\n * The email domain is the one fact about a company a capture carries, and\n * `companyDomainForEmail` already refuses the public mailboxes, so a lead at\n * `gmail.com` proposes nothing rather than a phantom account. A match on a\n * loaded company wins over creating one: two contacts at one business should\n * land under one company, and the dialog's job is to make that the default\n * click rather than a lookup the converter has to remember to do.\n *\n * The proposed name is `companyNameForDomain`'s — the domain's first label\n * with a capital, `acme.com` → `Acme` — the same name the capture door gives\n * a company it mints on its own, so a company proposed here and one created\n * by a capture at the same domain start out called the same thing. A\n * starting point the converter edits, not a claim about what the business\n * is called.\n */\nexport function suggestCompanyForLead(\n  email: unknown,\n  companies: ReadonlyArray<{ $id: string; domain?: unknown }>,\n): CompanySuggestion {\n  const domain = companyDomainForEmail(email)\n  if (!domain) return { mode: 'none' }\n  const existing = companies.find(\n    (company) => String(company.domain ?? '').toLowerCase() === domain,\n  )\n  if (existing) return { mode: 'existing', companyId: existing.$id }\n  return { mode: 'new', name: companyNameForDomain(domain), domain }\n}\n\n/**\n * A typed dollar amount as cents, `null` for an empty field, and `undefined`\n * for something that is not an amount — the three answers a form has to tell\n * apart: nothing entered, a number entered, and a mistake to point at.\n */\nexport function dollarsToCents(input: string): number | null | undefined {\n  const cleaned = input.replace(/[,$\\s]/g, '')\n  if (!cleaned) return null\n  const dollars = Number(cleaned)\n  if (!Number.isFinite(dollars) || dollars < 0) return undefined\n  return Math.round(dollars * 100)\n}\n"],"names":["companyDomainForEmail","companyNameForDomain","suggestCompanyForLead","email","companies","domain","mode","existing","find","company","String","toLowerCase","companyId","$id","name","dollarsToCents","input","cleaned","replace","dollars","Number","isFinite","undefined","Math","round"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,qBAAqB,EAAEC,oBAAoB,QAAQ,eAAc;AAW1E;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,SAASC,sBACdC,KAAc,EACdC,SAA2D;IAE3D,MAAMC,SAASL,sBAAsBG;IACrC,IAAI,CAACE,QAAQ,OAAO;QAAEC,MAAM;IAAO;IACnC,MAAMC,WAAWH,UAAUI,IAAI,CAC7B,CAACC;YAAmBA;eAAPC,QAAOD,kBAAAA,QAAQJ,MAAM,YAAdI,kBAAkB,IAAIE,WAAW,OAAON;;IAE9D,IAAIE,UAAU,OAAO;QAAED,MAAM;QAAYM,WAAWL,SAASM,GAAG;IAAC;IACjE,OAAO;QAAEP,MAAM;QAAOQ,MAAMb,qBAAqBI;QAASA;IAAO;AACnE;AAEA;;;;CAIC,GACD,OAAO,SAASU,eAAeC,KAAa;IAC1C,MAAMC,UAAUD,MAAME,OAAO,CAAC,WAAW;IACzC,IAAI,CAACD,SAAS,OAAO;IACrB,MAAME,UAAUC,OAAOH;IACvB,IAAI,CAACG,OAAOC,QAAQ,CAACF,YAAYA,UAAU,GAAG,OAAOG;IACrD,OAAOC,KAAKC,KAAK,CAACL,UAAU;AAC9B"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-company-suggestion.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 { companyDomainForEmail, companyNameForDomain } from '@aglyn/aglyn'\n\n/** What the convert dialog should propose for the company step. */\nexport type CompanySuggestion =\n  /** A public mailbox or a malformed address implies no company. */\n  | { mode: 'none' }\n  /** The org already has a company at this domain the caller can see. */\n  | { mode: 'existing'; companyId: string }\n  /** No company at this domain yet — propose creating one. */\n  | { mode: 'new'; name: string; domain: string }\n\n/**\n * The company a lead names, or its address implies, matched against the\n * companies the caller can already see (AGL-2608, AGL-3233).\n *\n * The lead's own `company` text comes first: it is the account the lead\n * carries, the way a Salesforce lead does, and a company already filed\n * under that name — whatever its domain — is the one to link. Failing a\n * name match, the domain. Failing both, a new company: named as the lead\n * names it, with the domain beside it when the address has one, or named\n * after the domain when the lead names nothing.\n *\n * The email domain is the one fact about a company a capture carries, and\n * `companyDomainForEmail` already refuses the public mailboxes, so a lead at\n * `gmail.com` proposes nothing rather than a phantom account. A match on a\n * loaded company wins over creating one: two contacts at one business should\n * land under one company, and the dialog's job is to make that the default\n * click rather than a lookup the converter has to remember to do.\n *\n * The proposed name is `companyNameForDomain`'s — the domain's first label\n * with a capital, `acme.com` → `Acme` — the same name the capture door gives\n * a company it mints on its own, so a company proposed here and one created\n * by a capture at the same domain start out called the same thing. A\n * starting point the converter edits, not a claim about what the business\n * is called.\n */\nexport function suggestCompanyForLead(\n  email: unknown,\n  companies: ReadonlyArray<{ $id: string; domain?: unknown; name?: unknown }>,\n  /**\n   * The company the lead names as text (AGL-3233) — what a Salesforce lead\n   * carries and what the convert step turns into the account. It outranks\n   * the domain: a name the converter typed or imported is a fact about the\n   * business, a domain is a guess from the address.\n   */\n  companyText?: unknown,\n): CompanySuggestion {\n  const name = String(companyText ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n  const domain = companyDomainForEmail(email)\n  if (name) {\n    const byName = companies.find(\n      (company) => String(company.name ?? '').trim().toLowerCase() === name.toLowerCase(),\n    )\n    if (byName) return { mode: 'existing', companyId: byName.$id }\n  }\n  if (domain) {\n    const byDomain = companies.find(\n      (company) => String(company.domain ?? '').toLowerCase() === domain,\n    )\n    if (byDomain) return { mode: 'existing', companyId: byDomain.$id }\n  }\n  if (name) return { mode: 'new', name, domain: domain ?? 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