@aglyn/plugins-crm 1.0.0-beta.178 → 1.0.0-beta.179

package/src/lib/hooks/use-lead-source-picklist.js

@@ -0,0 +1,50 @@
+/**
+ * @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.
+ */ 'use client';
+import { CRM_COLLECTIONS, CRM_LEAD_SOURCE_PICKLIST, effectiveCrmLeadSourcePicklist, normalizeCrmPicklist } from "@aglyn/aglyn";
+import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
+import { doc } from "firebase/firestore";
+import { useMemo } from "react";
+/**
+ * The org's lead source values (AGL-3298), for every surface that offers
+ * or manages them: the lead page's select, the New lead drawer, the
+ * contact's card, the leads list's filter and the Fields page.
+ *
+ * One document listen, shared by the Firestore SDK across every mount that
+ * asks for the same org, so a page with the list and a drawer open pays
+ * for it once. `orgId` null issues no read and answers the starter set,
+ * unready.
+ */ export function useLeadSourcePicklist(orgId) {
+    const firestore = useFirestore();
+    const { data, status, fromCache } = useFirestoreDoc(()=>orgId ? doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, CRM_LEAD_SOURCE_PICKLIST) : null, [
+        firestore,
+        orgId
+    ]);
+    return useMemo(()=>({
+            picklist: effectiveCrmLeadSourcePicklist(data),
+            stored: normalizeCrmPicklist(data) !== null,
+            ready: Boolean(orgId) && status !== 'loading',
+            fromCache
+        }), [
+        data,
+        orgId,
+        status,
+        fromCache
+    ]);
+}
+export default useLeadSourcePicklist;
+
+//# sourceMappingURL=use-lead-source-picklist.js.map

package/src/lib/hooks/use-lead-source-picklist.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-lead-source-picklist.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  CRM_COLLECTIONS,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  effectiveCrmLeadSourcePicklist,\n  normalizeCrmPicklist,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { doc } from 'firebase/firestore'\nimport { useMemo } from 'react'\n\nexport interface LeadSourcePicklistResult {\n  /** The list every picker offers — the org's own, or the starter set. */\n  picklist: CrmPicklist\n  /** The org has written its own list; false while it reads the starter set. */\n  stored: boolean\n  /** The server has answered, so the list is the org's and not a placeholder. */\n  ready: boolean\n  /** The document has not been confirmed by the server — `writeGuardedBySeed`'s input. */\n  fromCache: boolean\n}\n\n/**\n * The org's lead source values (AGL-3298), for every surface that offers\n * or manages them: the lead page's select, the New lead drawer, the\n * contact's card, the leads list's filter and the Fields page.\n *\n * One document listen, shared by the Firestore SDK across every mount that\n * asks for the same org, so a page with the list and a drawer open pays\n * for it once. `orgId` null issues no read and answers the starter set,\n * unready.\n */\nexport function useLeadSourcePicklist(orgId: string | null | undefined): LeadSourcePicklistResult {\n  const firestore = useFirestore()\n  const { data, status, fromCache } = useFirestoreDoc<Record<string, unknown>>(\n    () =>\n      orgId\n        ? doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, CRM_LEAD_SOURCE_PICKLIST)\n        : null,\n    [firestore, orgId],\n  )\n  return useMemo(\n    () => ({\n      picklist: effectiveCrmLeadSourcePicklist(data),\n      stored: normalizeCrmPicklist(data) !== null,\n      ready: Boolean(orgId) && status !== 'loading',\n      fromCache,\n    }),\n    [data, orgId, status, fromCache],\n  )\n}\n\nexport default useLeadSourcePicklist\n"],"names":["CRM_COLLECTIONS","CRM_LEAD_SOURCE_PICKLIST","effectiveCrmLeadSourcePicklist","normalizeCrmPicklist","useFirestore","useFirestoreDoc","doc","useMemo","useLeadSourcePicklist","orgId","firestore","data","status","fromCache","picklists","picklist","stored","ready","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SACEA,eAAe,EACfC,wBAAwB,EAExBC,8BAA8B,EAC9BC,oBAAoB,QACf,eAAc;AACrB,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,OAAO,QAAQ,QAAO;AAa/B;;;;;;;;;CASC,GACD,OAAO,SAASC,sBAAsBC,KAAgC;IACpE,MAAMC,YAAYN;IAClB,MAAM,EAAEO,IAAI,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGR,gBAClC,IACEI,QACIH,IAAII,WAAW,QAAQD,OAAOT,gBAAgBc,SAAS,EAAEb,4BACzD,MACN;QAACS;QAAWD;KAAM;IAEpB,OAAOF,QACL,IAAO,CAAA;YACLQ,UAAUb,+BAA+BS;YACzCK,QAAQb,qBAAqBQ,UAAU;YACvCM,OAAOC,QAAQT,UAAUG,WAAW;YACpCC;QACF,CAAA,GACA;QAACF;QAAMF;QAAOG;QAAQC;KAAU;AAEpC;AAEA,eAAeL,sBAAqB"}

package/src/lib/model/contact-record.d.ts

@@ -68,6 +68,8 @@ export interface ContactRecord {
     ordersCount: number;
     phone: string;
     jobTitle: string;
+    /** This holder's lead source label (AGL-3298), `''` for none. */
+    leadSource: string;
     companyName: string;
     companyId: string;
     /**

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

@@ -21,7 +21,7 @@
  * not import this plugin. Re-exported here, so every caller is unchanged.
  */ export { contactPrimaryGroup, NO_HOLDER_GROUP } from "@aglyn/aglyn";
 /** A document off the wire, flattened through one group's facet. */ export function contactRecordFromDoc(row, group) {
-    var _row_$id, _facet_name, _facet_tags, _facet_notes, _facet_ltvCents, _facet_ordersCount, _facet_phone, _facet_jobTitle, _facet_companyName, _facet_companyId, _facet_address, _facet_custom, _facet_mediaIds, _facet_ownerUid;
+    var _row_$id, _facet_name, _facet_tags, _facet_notes, _facet_ltvCents, _facet_ordersCount, _facet_phone, _facet_jobTitle, _facet_leadSource, _facet_companyName, _facet_companyId, _facet_address, _facet_custom, _facet_mediaIds, _facet_ownerUid;
     const facet = Aglyn.readContactFacet(row, group.groupId);
     return {
         $id: String((_row_$id = row['$id']) != null ? _row_$id : ''),
@@ -42,6 +42,7 @@
         ordersCount: (_facet_ordersCount = facet.ordersCount) != null ? _facet_ordersCount : 0,
         phone: (_facet_phone = facet.phone) != null ? _facet_phone : '',
         jobTitle: (_facet_jobTitle = facet.jobTitle) != null ? _facet_jobTitle : '',
+        leadSource: (_facet_leadSource = facet.leadSource) != null ? _facet_leadSource : '',
         companyName: (_facet_companyName = facet.companyName) != null ? _facet_companyName : '',
         companyId: (_facet_companyId = facet.companyId) != null ? _facet_companyId : '',
         companyLink: Aglyn.readContactCompanyLink(row, group.groupId),

package/src/lib/model/contact-record.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-record.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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynPostalAddress,\n  ConsentGroup,\n  ContactInteraction,\n  ContactLifecycleStage,\n  ContactSource,\n} from '@aglyn/aglyn'\n\n/**\n * One contact, as the VIEWING GROUP may see it (AGL-2596).\n *\n * A contact document is shared by every site in the org, and almost nothing\n * on it is legitimately shared: the notes, tags, timeline, profile and\n * commercial figures are the holder's own records and live in that holder's\n * facet. This is the row after the facet read — flat, so the list, the\n * record page and the export can render fields by name without any of them\n * reaching into `facets.{groupId}` for itself. One projection rather than a\n * facet read at every field is what keeps a surface from ever showing\n * another holder's records: there is no field on this shape that came from\n * the top of the document except the two that ARE shared, the address and\n * the canonical name.\n */\nexport interface ContactRecord {\n  $id: string\n  /**\n   * The facet this row was flattened through — the viewing group under a\n   * site, the person's primary holder at the org level (AGL-2630). A write\n   * that edits the row goes back to the same facet, so a surface that has\n   * only the flat record can still address the holder's own fields.\n   */\n  groupId: string\n  /**\n   * A site of that holder's group — the viewing site under a site, and at\n   * the organization level the site the primary holder was resolved from —\n   * which is where a stage move for this row is made and announced. `''` for\n   * a row no site holds.\n   */\n  holderHostId: string\n  /** Every site that has captured this person, sorted — the org-level \"Known by\". */\n  capturedByHostIds: string[]\n  /** The shared identity and the dedupe key. */\n  email: string\n  /** The other addresses a merge folded into this record (AGL-2625). */\n  alternateEmails: string[]\n  /** What THIS holder sees — their own override, or the canonical name. */\n  name: string\n  /** The canonical name: the identity of last resort, shared by every holder. */\n  canonicalName: string\n  /** This holder's own name for the person, when they have set one. */\n  nameOverride: string\n  sources: Partial<Record<ContactSource, true>>\n  /** This holder's timeline, narrowed to the sites the group covers. */\n  interactions: ContactInteraction[]\n  tags: string[]\n  notes: string\n  campaignIds: string[]\n  ltvCents: number\n  ordersCount: number\n  phone: string\n  jobTitle: string\n  companyName: string\n  companyId: string\n  /**\n   * What linking this person to a company has to know — this holder's link,\n   * the shared mirror and the other holders' ids — so the properties card\n   * and the bulk bar can plan a link from the row without the document. Not\n   * a display field: the mirror is an index every reader of the document\n   * already holds, and nothing renders it.\n   */\n  companyLink: Aglyn.ContactCompanyLinkState\n  address: AglynPostalAddress | null\n  /** This holder's custom field values, keyed by definition key (AGL-2601). */\n  custom?: Record<string, Aglyn.ContactCustomValue>\n  /** This holder's attached org-library files, by media id (AGL-2662). */\n  mediaIds?: string[]\n  ownerUid: string\n  /** Empty when the holder has not placed the person in the funnel. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /**\n   * When the person last opened or clicked one of this holder's campaigns\n   * (AGL-2616), or `null` when they never have since the stamp shipped.\n   */\n  lastEmailEngagementAtMs: number | null\n  /**\n   * When the earliest open task against this person is due (AGL-2661), or\n   * `null` when nothing is scheduled. SHARED, not the holder's: a task is\n   * filed against the contact document, and every holder reading the row\n   * sees the same next step.\n   */\n  nextTaskAtMs: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — or `null` when nothing is known. SHARED\n   * like the address it is about.\n   */\n  emailState: Aglyn.EmailState | null\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/*\n * `NO_HOLDER_GROUP` and `contactPrimaryGroup` moved to `@aglyn/aglyn`\n * under AGL-2662 so the server's whole-collection export can flatten a\n * contact the way the organization-level list does — the console app may\n * not import this plugin. Re-exported here, so every caller is unchanged.\n */\nexport { contactPrimaryGroup, NO_HOLDER_GROUP } from '@aglyn/aglyn'\n\n/** A document off the wire, flattened through one group's facet. */\nexport function contactRecordFromDoc(\n  row: Record<string, any>,\n  group: ConsentGroup,\n): ContactRecord {\n  const facet = Aglyn.readContactFacet(row, group.groupId)\n  return {\n    $id: String(row['$id'] ?? ''),\n    groupId: group.groupId,\n    holderHostId: group.hostId,\n    capturedByHostIds: Aglyn.contactCaptureHostIds(row),\n    email: typeof row['email'] === 'string' ? row['email'] : '',\n    alternateEmails: Array.isArray(row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD])\n      ? (row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[]).filter(\n          (email): email is string => typeof email === 'string',\n        )\n      : [],\n    name: Aglyn.contactDisplayName(row, group.groupId),\n    canonicalName: typeof row['name'] === 'string' ? row['name'] : '',\n    nameOverride: facet.name ?? '',\n    sources: facet.sources,\n    interactions: Aglyn.interactionsForGroup(facet.interactions, group.hostIds),\n    tags: facet.tags ?? [],\n    notes: facet.notes ?? '',\n    campaignIds: Aglyn.readContactCampaignIds(row, group.groupId),\n    ltvCents: facet.ltvCents ?? 0,\n    ordersCount: facet.ordersCount ?? 0,\n    phone: facet.phone ?? '',\n    jobTitle: facet.jobTitle ?? '',\n    companyName: facet.companyName ?? '',\n    companyId: facet.companyId ?? '',\n    companyLink: Aglyn.readContactCompanyLink(row, group.groupId),\n    address: facet.address ?? null,\n    custom: facet.custom ?? {},\n    mediaIds: facet.mediaIds ?? [],\n    ownerUid: facet.ownerUid ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-record.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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynPostalAddress,\n  ConsentGroup,\n  ContactInteraction,\n  ContactLifecycleStage,\n  ContactSource,\n} from '@aglyn/aglyn'\n\n/**\n * One contact, as the VIEWING GROUP may see it (AGL-2596).\n *\n * A contact document is shared by every site in the org, and almost nothing\n * on it is legitimately shared: the notes, tags, timeline, profile and\n * commercial figures are the holder's own records and live in that holder's\n * facet. This is the row after the facet read — flat, so the list, the\n * record page and the export can render fields by name without any of them\n * reaching into `facets.{groupId}` for itself. One projection rather than a\n * facet read at every field is what keeps a surface from ever showing\n * another holder's records: there is no field on this shape that came from\n * the top of the document except the two that ARE shared, the address and\n * the canonical name.\n */\nexport interface ContactRecord {\n  $id: string\n  /**\n   * The facet this row was flattened through — the viewing group under a\n   * site, the person's primary holder at the org level (AGL-2630). A write\n   * that edits the row goes back to the same facet, so a surface that has\n   * only the flat record can still address the holder's own fields.\n   */\n  groupId: string\n  /**\n   * A site of that holder's group — the viewing site under a site, and at\n   * the organization level the site the primary holder was resolved from —\n   * which is where a stage move for this row is made and announced. `''` for\n   * a row no site holds.\n   */\n  holderHostId: string\n  /** Every site that has captured this person, sorted — the org-level \"Known by\". */\n  capturedByHostIds: string[]\n  /** The shared identity and the dedupe key. */\n  email: string\n  /** The other addresses a merge folded into this record (AGL-2625). */\n  alternateEmails: string[]\n  /** What THIS holder sees — their own override, or the canonical name. */\n  name: string\n  /** The canonical name: the identity of last resort, shared by every holder. */\n  canonicalName: string\n  /** This holder's own name for the person, when they have set one. */\n  nameOverride: string\n  sources: Partial<Record<ContactSource, true>>\n  /** This holder's timeline, narrowed to the sites the group covers. */\n  interactions: ContactInteraction[]\n  tags: string[]\n  notes: string\n  campaignIds: string[]\n  ltvCents: number\n  ordersCount: number\n  phone: string\n  jobTitle: string\n  /** This holder's lead source label (AGL-3298), `''` for none. */\n  leadSource: string\n  companyName: string\n  companyId: string\n  /**\n   * What linking this person to a company has to know — this holder's link,\n   * the shared mirror and the other holders' ids — so the properties card\n   * and the bulk bar can plan a link from the row without the document. Not\n   * a display field: the mirror is an index every reader of the document\n   * already holds, and nothing renders it.\n   */\n  companyLink: Aglyn.ContactCompanyLinkState\n  address: AglynPostalAddress | null\n  /** This holder's custom field values, keyed by definition key (AGL-2601). */\n  custom?: Record<string, Aglyn.ContactCustomValue>\n  /** This holder's attached org-library files, by media id (AGL-2662). */\n  mediaIds?: string[]\n  ownerUid: string\n  /** Empty when the holder has not placed the person in the funnel. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /**\n   * When the person last opened or clicked one of this holder's campaigns\n   * (AGL-2616), or `null` when they never have since the stamp shipped.\n   */\n  lastEmailEngagementAtMs: number | null\n  /**\n   * When the earliest open task against this person is due (AGL-2661), or\n   * `null` when nothing is scheduled. SHARED, not the holder's: a task is\n   * filed against the contact document, and every holder reading the row\n   * sees the same next step.\n   */\n  nextTaskAtMs: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — or `null` when nothing is known. SHARED\n   * like the address it is about.\n   */\n  emailState: Aglyn.EmailState | null\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/*\n * `NO_HOLDER_GROUP` and `contactPrimaryGroup` moved to `@aglyn/aglyn`\n * under AGL-2662 so the server's whole-collection export can flatten a\n * contact the way the organization-level list does — the console app may\n * not import this plugin. Re-exported here, so every caller is unchanged.\n */\nexport { contactPrimaryGroup, NO_HOLDER_GROUP } from '@aglyn/aglyn'\n\n/** A document off the wire, flattened through one group's facet. */\nexport function contactRecordFromDoc(\n  row: Record<string, any>,\n  group: ConsentGroup,\n): ContactRecord {\n  const facet = Aglyn.readContactFacet(row, group.groupId)\n  return {\n    $id: String(row['$id'] ?? ''),\n    groupId: group.groupId,\n    holderHostId: group.hostId,\n    capturedByHostIds: Aglyn.contactCaptureHostIds(row),\n    email: typeof row['email'] === 'string' ? row['email'] : '',\n    alternateEmails: Array.isArray(row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD])\n      ? (row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[]).filter(\n          (email): email is string => typeof email === 'string',\n        )\n      : [],\n    name: Aglyn.contactDisplayName(row, group.groupId),\n    canonicalName: typeof row['name'] === 'string' ? row['name'] : '',\n    nameOverride: facet.name ?? '',\n    sources: facet.sources,\n    interactions: Aglyn.interactionsForGroup(facet.interactions, group.hostIds),\n    tags: facet.tags ?? [],\n    notes: facet.notes ?? '',\n    campaignIds: Aglyn.readContactCampaignIds(row, group.groupId),\n    ltvCents: facet.ltvCents ?? 0,\n    ordersCount: facet.ordersCount ?? 0,\n    phone: facet.phone ?? '',\n    jobTitle: facet.jobTitle ?? '',\n    leadSource: facet.leadSource ?? '',\n    companyName: facet.companyName ?? '',\n    companyId: facet.companyId ?? '',\n    companyLink: Aglyn.readContactCompanyLink(row, group.groupId),\n    address: facet.address ?? null,\n    custom: facet.custom ?? {},\n    mediaIds: facet.mediaIds ?? [],\n    ownerUid: facet.ownerUid ?? '',\n    lifecycleStage: Aglyn.isContactLifecycleStage(facet.lifecycleStage)\n      ? facet.lifecycleStage\n      : '',\n    lastEmailEngagementAtMs:\n      typeof facet.lastEmailEngagementAtMs === 'number' &&\n      Number.isFinite(facet.lastEmailEngagementAtMs) &&\n      facet.lastEmailEngagementAtMs > 0\n        ? facet.lastEmailEngagementAtMs\n        : null,\n    nextTaskAtMs: Aglyn.readNextTaskAtMs(row as { nextTaskAtMs?: unknown }),\n    emailState: Aglyn.readEmailState(row),\n    createdAt: row['createdAt'],\n    updatedAt: row['updatedAt'],\n  }\n}\n\n/**\n * Tags as typed — comma-separated — into the shape the facet stores:\n * lower-cased, trimmed, deduplicated and capped, so a tag typed on the\n * record page and one typed in the create drawer are the same tag to the\n * segment filter that matches on them.\n */\nexport function parseContactTags(input: string): string[] {\n  return [\n    ...new Set(\n      input\n        .split(',')\n        .map((tag) => tag.trim().toLowerCase().slice(0, 40))\n        .filter(Boolean)\n        .slice(0, 20),\n    ),\n  ]\n}\n"],"names":["Aglyn","contactPrimaryGroup","NO_HOLDER_GROUP","contactRecordFromDoc","row","group","facet","readContactFacet","groupId","$id","String","holderHostId","hostId","capturedByHostIds","contactCaptureHostIds","email","alternateEmails","Array","isArray","CONTACT_ALTERNATE_EMAILS_FIELD","filter","name","contactDisplayName","canonicalName","nameOverride","sources","interactions","interactionsForGroup","hostIds","tags","notes","campaignIds","readContactCampaignIds","ltvCents","ordersCount","phone","jobTitle","leadSource","companyName","companyId","companyLink","readContactCompanyLink","address","custom","mediaIds","ownerUid","lifecycleStage","isContactLifecycleStage","lastEmailEngagementAtMs","Number","isFinite","nextTaskAtMs","readNextTaskAtMs","emailState","readEmailState","createdAt","updatedAt","parseContactTags","input","Set","split","map","tag","trim","toLowerCase","slice","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,YAAYA,WAAW,eAAc;AAuGrC;;;;;CAKC,GACD,SAASC,mBAAmB,EAAEC,eAAe,QAAQ,eAAc;AAEnE,kEAAkE,GAClE,OAAO,SAASC,qBACdC,GAAwB,EACxBC,KAAmB;QAILD,UAYEE,aAGRA,aACCA,cAEGA,iBACGA,oBACNA,cACGA,iBACEA,mBACCA,oBACFA,kBAEFA,gBACDA,eACEA,iBACAA;IA/BZ,MAAMA,QAAQN,MAAMO,gBAAgB,CAACH,KAAKC,MAAMG,OAAO;IACvD,OAAO;QACLC,KAAKC,QAAON,WAAAA,GAAG,CAAC,MAAM,YAAVA,WAAc;QAC1BI,SAASH,MAAMG,OAAO;QACtBG,cAAcN,MAAMO,MAAM;QAC1BC,mBAAmBb,MAAMc,qBAAqB,CAACV;QAC/CW,OAAO,OAAOX,GAAG,CAAC,QAAQ,KAAK,WAAWA,GAAG,CAAC,QAAQ,GAAG;QACzDY,iBAAiBC,MAAMC,OAAO,CAACd,GAAG,CAACJ,MAAMmB,8BAA8B,CAAC,IACpE,AAACf,GAAG,CAACJ,MAAMmB,8BAA8B,CAAC,CAAeC,MAAM,CAC7D,CAACL,QAA2B,OAAOA,UAAU,YAE/C,EAAE;QACNM,MAAMrB,MAAMsB,kBAAkB,CAAClB,KAAKC,MAAMG,OAAO;QACjDe,eAAe,OAAOnB,GAAG,CAAC,OAAO,KAAK,WAAWA,GAAG,CAAC,OAAO,GAAG;QAC/DoB,YAAY,GAAElB,cAAAA,MAAMe,IAAI,YAAVf,cAAc;QAC5BmB,SAASnB,MAAMmB,OAAO;QACtBC,cAAc1B,MAAM2B,oBAAoB,CAACrB,MAAMoB,YAAY,EAAErB,MAAMuB,OAAO;QAC1EC,IAAI,GAAEvB,cAAAA,MAAMuB,IAAI,YAAVvB,cAAc,EAAE;QACtBwB,KAAK,GAAExB,eAAAA,MAAMwB,KAAK,YAAXxB,eAAe;QACtByB,aAAa/B,MAAMgC,sBAAsB,CAAC5B,KAAKC,MAAMG,OAAO;QAC5DyB,QAAQ,GAAE3B,kBAAAA,MAAM2B,QAAQ,YAAd3B,kBAAkB;QAC5B4B,WAAW,GAAE5B,qBAAAA,MAAM4B,WAAW,YAAjB5B,qBAAqB;QAClC6B,KAAK,GAAE7B,eAAAA,MAAM6B,KAAK,YAAX7B,eAAe;QACtB8B,QAAQ,GAAE9B,kBAAAA,MAAM8B,QAAQ,YAAd9B,kBAAkB;QAC5B+B,UAAU,GAAE/B,oBAAAA,MAAM+B,UAAU,YAAhB/B,oBAAoB;QAChCgC,WAAW,GAAEhC,qBAAAA,MAAMgC,WAAW,YAAjBhC,qBAAqB;QAClCiC,SAAS,GAAEjC,mBAAAA,MAAMiC,SAAS,YAAfjC,mBAAmB;QAC9BkC,aAAaxC,MAAMyC,sBAAsB,CAACrC,KAAKC,MAAMG,OAAO;QAC5DkC,OAAO,GAAEpC,iBAAAA,MAAMoC,OAAO,YAAbpC,iBAAiB;QAC1BqC,MAAM,GAAErC,gBAAAA,MAAMqC,MAAM,YAAZrC,gBAAgB,CAAC;QACzBsC,QAAQ,GAAEtC,kBAAAA,MAAMsC,QAAQ,YAAdtC,kBAAkB,EAAE;QAC9BuC,QAAQ,GAAEvC,kBAAAA,MAAMuC,QAAQ,YAAdvC,kBAAkB;QAC5BwC,gBAAgB9C,MAAM+C,uBAAuB,CAACzC,MAAMwC,cAAc,IAC9DxC,MAAMwC,cAAc,GACpB;QACJE,yBACE,OAAO1C,MAAM0C,uBAAuB,KAAK,YACzCC,OAAOC,QAAQ,CAAC5C,MAAM0C,uBAAuB,KAC7C1C,MAAM0C,uBAAuB,GAAG,IAC5B1C,MAAM0C,uBAAuB,GAC7B;QACNG,cAAcnD,MAAMoD,gBAAgB,CAAChD;QACrCiD,YAAYrD,MAAMsD,cAAc,CAAClD;QACjCmD,WAAWnD,GAAG,CAAC,YAAY;QAC3BoD,WAAWpD,GAAG,CAAC,YAAY;IAC7B;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASqD,iBAAiBC,KAAa;IAC5C,OAAO;WACF,IAAIC,IACLD,MACGE,KAAK,CAAC,KACNC,GAAG,CAAC,CAACC,MAAQA,IAAIC,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,GAAG,KAC/C7C,MAAM,CAAC8C,SACPD,KAAK,CAAC,GAAG;KAEf;AACH"}

package/src/lib/model/contact-update.d.ts

@@ -49,6 +49,12 @@ export interface ContactUpdateFields {
     /** As typed; stored as E.164, and refused when it cannot be read as a number. */
     phone?: string;
     jobTitle?: string;
+    /**
+     * One of the org's lead source values, by label (AGL-3298), or `''` to
+     * clear. Refused when it is not an active value and not the one the
+     * contact already holds.
+     */
+    leadSource?: string;
     address?: AglynPostalAddress | null;
     notes?: string;
     tags?: string[];

package/src/lib/model/contact-update.js

@@ -34,6 +34,7 @@
     'name',
     'phone',
     'jobTitle',
+    'leadSource',
     'address',
     'notes',
     'tags',

package/src/lib/model/contact-update.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-update.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 type { AglynPostalAddress, ContactCustomValue } from '@aglyn/aglyn'\n\n/**\n * THE CONTACT PROFILE ROUTE'S CONTRACT (AGL-2804), in one module both halves\n * import, so the field the console sends and the field the handler reads\n * cannot drift apart.\n *\n * `crm/contact-update` is the console's one writer of a contact's facets.\n * The Firestore rules cannot tell one field of a holder's facet from another\n * — the holder is a map key a rule cannot address — so a client update may\n * not change a facet at all beyond letting a holder go, and every edit the\n * console makes to one arrives here: the record page's profile, custom\n * fields, files and campaign filing, the company page's link, and the bulk\n * bar's tags, owner and company. A lifecycle stage has a route of its own,\n * `crm/contact-stage`, because moving it is an event.\n */\n\n/**\n * The most contacts one request names — the contacts list's window, which is\n * as much as a selection reaches. A larger selection is sent in pieces.\n */\nexport const CRM_CONTACT_UPDATE_MAX = 200\n\n/**\n * What one request sets, for ONE holder: the viewing site's group under a\n * site, and at the organization level each contact's own primary holder.\n *\n * A text field sent as `''` is CLEARED — removed from the facet — except\n * `notes`, which are stored as typed. A list replaces the stored list;\n * `addTag` and `removeTag` change one tag and leave the rest as the server\n * holds them.\n */\nexport interface ContactUpdateFields {\n  /** This holder's own name for the person. The canonical name is never written. */\n  name?: string\n  /** As typed; stored as E.164, and refused when it cannot be read as a number. */\n  phone?: string\n  jobTitle?: string\n  address?: AglynPostalAddress | null\n  notes?: string\n  tags?: string[]\n  addTag?: string\n  removeTag?: string\n  campaignIds?: string[]\n  /** A member of the organization, or `''` for nobody. */\n  ownerUid?: string\n  /** The company to file the person under, or `null` to unlink them. */\n  companyId?: string | null\n  /**\n   * The company's label on the record. Left out beside `companyId`, the\n   * linked company's own name is written, and an unlink clears it.\n   */\n  companyName?: string\n  /** Only the keys that changed, each judged against its definition; `null` clears. */\n  custom?: Record<string, ContactCustomValue>\n  mediaIds?: string[]\n}\n\n/** Every field the route reads. A body naming any other is refused, not trimmed. */\nexport const CONTACT_UPDATE_FIELDS: ReadonlyArray<keyof ContactUpdateFields> = [\n  'name',\n  'phone',\n  'jobTitle',\n  'address',\n  'notes',\n  'tags',\n  'addTag',\n  'removeTag',\n  'campaignIds',\n  'ownerUid',\n  'companyId',\n  'companyName',\n  'custom',\n  'mediaIds',\n]\n\nexport interface ContactUpdateRequest {\n  /** The mounted site; at the organization level the record's own site, or nothing. */\n  hostId?: string | null\n  /** The organization, which makes the call the route's organization variant. */\n  orgId?: string\n  contactIds: string[]\n  set: ContactUpdateFields\n}\n\n/** One contact's answer: saved, or refused with a sentence written for the reader. */\nexport type ContactUpdateOutcome =\n  | { contactId: string; ok: true }\n  | { contactId: string; ok: false; error: string }\n\nexport interface ContactUpdateResponse {\n  ok: true\n  results: ContactUpdateOutcome[]\n}\n"],"names":["CRM_CONTACT_UPDATE_MAX","CONTACT_UPDATE_FIELDS"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID;;;;;;;;;;;;;CAaC,GAED;;;CAGC,GACD,OAAO,MAAMA,yBAAyB,IAAG;AAqCzC,kFAAkF,GAClF,OAAO,MAAMC,wBAAkE;IAC7E;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD,CAAA"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-update.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 type { AglynPostalAddress, ContactCustomValue } from '@aglyn/aglyn'\n\n/**\n * THE CONTACT PROFILE ROUTE'S CONTRACT (AGL-2804), in one module both halves\n * import, so the field the console sends and the field the handler reads\n * cannot drift apart.\n *\n * `crm/contact-update` is the console's one writer of a contact's facets.\n * The Firestore rules cannot tell one field of a holder's facet from another\n * — the holder is a map key a rule cannot address — so a client update may\n * not change a facet at all beyond letting a holder go, and every edit the\n * console makes to one arrives here: the record page's profile, custom\n * fields, files and campaign filing, the company page's link, and the bulk\n * bar's tags, owner and company. A lifecycle stage has a route of its own,\n * `crm/contact-stage`, because moving it is an event.\n */\n\n/**\n * The most contacts one request names — the contacts list's window, which is\n * as much as a selection reaches. A larger selection is sent in pieces.\n */\nexport const CRM_CONTACT_UPDATE_MAX = 200\n\n/**\n * What one request sets, for ONE holder: the viewing site's group under a\n * site, and at the organization level each contact's own primary holder.\n *\n * A text field sent as `''` is CLEARED — removed from the facet — except\n * `notes`, which are stored as typed. A list replaces the stored list;\n * `addTag` and `removeTag` change one tag and leave the rest as the server\n * holds them.\n */\nexport interface ContactUpdateFields {\n  /** This holder's own name for the person. The canonical name is never written. */\n  name?: string\n  /** As typed; stored as E.164, and refused when it cannot be read as a number. */\n  phone?: string\n  jobTitle?: string\n  /**\n   * One of the org's lead source values, by label (AGL-3298), or `''` to\n   * clear. Refused when it is not an active value and not the one the\n   * contact already holds.\n   */\n  leadSource?: string\n  address?: AglynPostalAddress | null\n  notes?: string\n  tags?: string[]\n  addTag?: string\n  removeTag?: string\n  campaignIds?: string[]\n  /** A member of the organization, or `''` for nobody. */\n  ownerUid?: string\n  /** The company to file the person under, or `null` to unlink them. */\n  companyId?: string | null\n  /**\n   * The company's label on the record. Left out beside `companyId`, the\n   * linked company's own name is written, and an unlink clears it.\n   */\n  companyName?: string\n  /** Only the keys that changed, each judged against its definition; `null` clears. */\n  custom?: Record<string, ContactCustomValue>\n  mediaIds?: string[]\n}\n\n/** Every field the route reads. A body naming any other is refused, not trimmed. */\nexport const CONTACT_UPDATE_FIELDS: ReadonlyArray<keyof ContactUpdateFields> = [\n  'name',\n  'phone',\n  'jobTitle',\n  'leadSource',\n  'address',\n  'notes',\n  'tags',\n  'addTag',\n  'removeTag',\n  'campaignIds',\n  'ownerUid',\n  'companyId',\n  'companyName',\n  'custom',\n  'mediaIds',\n]\n\nexport interface ContactUpdateRequest {\n  /** The mounted site; at the organization level the record's own site, or nothing. */\n  hostId?: string | null\n  /** The organization, which makes the call the route's organization variant. */\n  orgId?: string\n  contactIds: string[]\n  set: ContactUpdateFields\n}\n\n/** One contact's answer: saved, or refused with a sentence written for the reader. */\nexport type ContactUpdateOutcome =\n  | { contactId: string; ok: true }\n  | { contactId: string; ok: false; error: string }\n\nexport interface ContactUpdateResponse {\n  ok: true\n  results: ContactUpdateOutcome[]\n}\n"],"names":["CRM_CONTACT_UPDATE_MAX","CONTACT_UPDATE_FIELDS"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID;;;;;;;;;;;;;CAaC,GAED;;;CAGC,GACD,OAAO,MAAMA,yBAAyB,IAAG;AA2CzC,kFAAkF,GAClF,OAAO,MAAMC,wBAAkE;IAC7E;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD,CAAA"}

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 CrmLeadProfile, type CrmLeadStatus } from '@aglyn/aglyn/app-utils/crm';
+import { type CrmLeadProfile, type CrmLeadStatus, type CrmPicklist } 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;
@@ -58,7 +58,7 @@ export declare function guessLeadImportMapping(columns: readonly string[]): Lead
 export type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>;
 /** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */
 export declare function mapLeadImportRow(cells: readonly string[], mapping: Record<number, LeadImportField | `custom:${string}`>): LeadImportRawRow;
-export type LeadImportSkipReason = 'invalid-email' | 'duplicate' | 'lead-ceiling' | 'campaign-unknown' | 'write-failed';
+export type LeadImportSkipReason = 'invalid-email' | 'duplicate' | 'lead-ceiling' | 'campaign-unknown' | 'lead-source-unknown' | 'write-failed';
 /** How a skip reason reads on screen and in the downloaded file. */
 export declare const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string>;
 /** The most campaigns one row may name — the membership field's own cap. */
@@ -128,3 +128,11 @@ export declare function leadImportSkippedCsv(columns: readonly string[], entries
     cells: readonly string[];
     reason: LeadImportSkipReason;
 }[]): string;
+/**
+ * The lead sources a file names that the org's list would refuse
+ * (AGL-3298), each once, as the file spelled it — the drawer's warning
+ * before anything is sent. Judged the way the server judges a NEW lead,
+ * so a value the list holds but has deactivated is named too; a row
+ * merging onto a lead that already holds that value would still pass.
+ */
+export declare function leadImportUnknownLeadSources(rows: readonly LeadImportRawRow[], picklist: CrmPicklist): string[];

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

@@ -66,7 +66,7 @@ import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_wi
  * nowhere rather than discovering it weeks later.
  */ import { CAMPAIGN_MEMBERSHIP_CAP } from "@aglyn/aglyn/app-utils/campaign-membership";
 import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
-import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, CRM_LEAD_TEXT_MAX, isCrmLeadStatus, normalizeCrmLeadTags, normalizeCompanyWebsite } from "@aglyn/aglyn/app-utils/crm";
+import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, CRM_LEAD_TEXT_MAX, isCrmLeadStatus, judgeCrmLeadSource, normalizeCrmPicklistLabel, 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;
@@ -293,6 +293,7 @@ const FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES);
     duplicate: 'The same address appears earlier in this file',
     'lead-ceiling': 'This site is at the platform lead limit',
     'campaign-unknown': 'Names a campaign this site does not have',
+    'lead-source-unknown': "Names a lead source that isn't one of this organization's active values",
     'write-failed': 'Could not be saved'
 };
 /** The most campaigns one row may name — the membership field's own cap. */ export const LEAD_IMPORT_CAMPAIGNS_MAX = CAMPAIGN_MEMBERSHIP_CAP;
@@ -424,5 +425,22 @@ export function mergeLeadImportResults(total, chunk, offset = 0) {
 /** The skipped rows as a file the operator can fix and re-import. */ export function leadImportSkippedCsv(columns, entries) {
     return importSkippedCsv(columns, entries, LEAD_IMPORT_SKIP_LABELS);
 }
+/**
+ * The lead sources a file names that the org's list would refuse
+ * (AGL-3298), each once, as the file spelled it — the drawer's warning
+ * before anything is sent. Judged the way the server judges a NEW lead,
+ * so a value the list holds but has deactivated is named too; a row
+ * merging onto a lead that already holds that value would still pass.
+ */ export function leadImportUnknownLeadSources(rows, picklist) {
+    const unknown = new Map();
+    for (const row of rows){
+        const label = normalizeCrmPicklistLabel(row.leadSource);
+        if (!label || unknown.has(label.toLowerCase())) continue;
+        if (!judgeCrmLeadSource(picklist, label).ok) unknown.set(label.toLowerCase(), label);
+    }
+    return [
+        ...unknown.values()
+    ];
+}
 
 //# sourceMappingURL=crm-lead-import.js.map

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 { CAMPAIGN_MEMBERSHIP_CAP } from '@aglyn/aglyn/app-utils/campaign-membership'\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  'campaigns',\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  campaigns: 'Campaigns (by name, 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  // `campaign` alone stays the lead source's: another tool's \"Campaign\"\n  // column names where the person came from, not one of this site's\n  // containers (AGL-3254).\n  campaigns: ['campaigns', 'campaign names', 'in campaigns', 'email campaigns'],\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  | 'campaign-unknown'\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  'campaign-unknown': 'Names a campaign this site does not have',\n  'write-failed': 'Could not be saved',\n}\n\n/** The most campaigns one row may name — the membership field's own cap. */\nexport const LEAD_IMPORT_CAMPAIGNS_MAX = CAMPAIGN_MEMBERSHIP_CAP\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  /**\n   * The campaigns the row files the lead under (AGL-3254), by NAME as the\n   * file wrote them: the server resolves each against the site's own\n   * containers and refuses the row whole when one is not there, because a\n   * row filed under half its campaigns is a row nobody asked for.\n   */\n  campaigns?: 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, 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  // Names, trimmed and deduplicated as typed; the server matches them to\n  // the site's campaigns without regard to case.\n  const campaigns = [\n    ...new Set(\n      String(raw.campaigns ?? '')\n        .split(/[,|]/)\n        .map((name) => name.trim().replace(/\\s+/g, ' '))\n        .filter(Boolean),\n    ),\n  ].slice(0, LEAD_IMPORT_CAMPAIGNS_MAX)\n  if (campaigns.length) row.campaigns = campaigns\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 { CAMPAIGN_MEMBERSHIP_CAP } from '@aglyn/aglyn/app-utils/campaign-membership'\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  type CrmPicklist,\n  isCrmLeadStatus,\n  judgeCrmLeadSource,\n  normalizeCrmPicklistLabel,\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  'campaigns',\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  campaigns: 'Campaigns (by name, 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  // `campaign` alone stays the lead source's: another tool's \"Campaign\"\n  // column names where the person came from, not one of this site's\n  // containers (AGL-3254).\n  campaigns: ['campaigns', 'campaign names', 'in campaigns', 'email campaigns'],\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  | 'campaign-unknown'\n  | 'lead-source-unknown'\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  'campaign-unknown': 'Names a campaign this site does not have',\n  'lead-source-unknown':\n    \"Names a lead source that isn't one of this organization's active values\",\n  'write-failed': 'Could not be saved',\n}\n\n/** The most campaigns one row may name — the membership field's own cap. */\nexport const LEAD_IMPORT_CAMPAIGNS_MAX = CAMPAIGN_MEMBERSHIP_CAP\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  /**\n   * The campaigns the row files the lead under (AGL-3254), by NAME as the\n   * file wrote them: the server resolves each against the site's own\n   * containers and refuses the row whole when one is not there, because a\n   * row filed under half its campaigns is a row nobody asked for.\n   */\n  campaigns?: 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, 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  // Names, trimmed and deduplicated as typed; the server matches them to\n  // the site's campaigns without regard to case.\n  const campaigns = [\n    ...new Set(\n      String(raw.campaigns ?? '')\n        .split(/[,|]/)\n        .map((name) => name.trim().replace(/\\s+/g, ' '))\n        .filter(Boolean),\n    ),\n  ].slice(0, LEAD_IMPORT_CAMPAIGNS_MAX)\n  if (campaigns.length) row.campaigns = campaigns\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, LEAD_IMPORT_SKIP_LABELS)\n}\n\n/**\n * The lead sources a file names that the org's list would refuse\n * (AGL-3298), each once, as the file spelled it — the drawer's warning\n * before anything is sent. Judged the way the server judges a NEW lead,\n * so a value the list holds but has deactivated is named too; a row\n * merging onto a lead that already holds that value would still pass.\n */\nexport function leadImportUnknownLeadSources(\n  rows: readonly LeadImportRawRow[],\n  picklist: CrmPicklist,\n): string[] {\n  const unknown = new Map<string, string>()\n  for (const row of rows) {\n    const label = normalizeCrmPicklistLabel(row.leadSource)\n    if (!label || unknown.has(label.toLowerCase())) continue\n    if (!judgeCrmLeadSource(picklist, label).ok) unknown.set(label.toLowerCase(), label)\n  }\n  return 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package/src/lib/model/lead-filters.d.ts

@@ -56,3 +56,16 @@ export declare function leadMatchesCampaignFilter(lead: Readonly<Record<string,
  * every lead, so the box emptied is the list unfiltered.
  */
 export declare function leadMatchesSearch(lead: Readonly<Record<string, unknown>>, term: string): boolean;
+/**
+ * The `Lead source` control's "no lead source" choice (AGL-3298). Held in
+ * the saved view as an `isEmpty` clause, never as this string; it is only
+ * the select's own value for the choice.
+ */
+export declare const LEAD_SOURCE_FILTER_NONE = "\0none";
+/**
+ * The Leads section's `Lead source` control (AGL-3298): every lead (`''`),
+ * the ones holding one value — compared the way the picklist compares
+ * labels, so a value typed in another case before the list existed is
+ * still found — or the ones holding none.
+ */
+export declare function leadMatchesLeadSourceFilter(lead: Readonly<Record<string, unknown>>, filter: string): boolean;

package/src/lib/model/lead-filters.js

@@ -14,7 +14,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * 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 { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, emailStateForbidsEmail, crmLeadStatus, isCrmLeadOpen, readCampaignIds, readEmailState } from "@aglyn/aglyn";
+ */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, emailStateForbidsEmail, crmLeadStatus, isCrmLeadOpen, normalizeCrmPicklistLabel, readCampaignIds, readEmailState } from "@aglyn/aglyn";
 export const LEAD_FILTERS = [
     'open',
     'new',
@@ -92,5 +92,21 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
     ].filter((value)=>typeof value === 'string' && value !== '').map((value)=>value.toLowerCase());
     return words.every((word)=>values.some((value)=>value.includes(word)));
 }
+/**
+ * The `Lead source` control's "no lead source" choice (AGL-3298). Held in
+ * the saved view as an `isEmpty` clause, never as this string; it is only
+ * the select's own value for the choice.
+ */ export const LEAD_SOURCE_FILTER_NONE = '\u0000none';
+/**
+ * The Leads section's `Lead source` control (AGL-3298): every lead (`''`),
+ * the ones holding one value — compared the way the picklist compares
+ * labels, so a value typed in another case before the list existed is
+ * still found — or the ones holding none.
+ */ export function leadMatchesLeadSourceFilter(lead, filter) {
+    if (!filter) return true;
+    const held = normalizeCrmPicklistLabel(lead['leadSource']).toLowerCase();
+    if (filter === LEAD_SOURCE_FILTER_NONE) return held === '';
+    return held === normalizeCrmPicklistLabel(filter).toLowerCase();
+}
 
 //# sourceMappingURL=lead-filters.js.map

package/src/lib/model/lead-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.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  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  type EmailStateStatus,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  emailStateForbidsEmail,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readCampaignIds,\n  readEmailState,\n} from '@aglyn/aglyn'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — and it is the one view a Firestore query cannot\n * express, because a lead nobody has touched carries no status field at all;\n * see the section for why the filter runs over a loaded window.\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/** Whether a lead belongs in a filter's view. An absent status is `new`. */\nexport function leadMatchesFilter(\n  lead: Pick<CrmLeadFields, 'status'>,\n  filter: LeadFilter,\n): boolean {\n  if (filter === 'all') return true\n  if (filter === 'open') return isCrmLeadOpen(lead)\n  return crmLeadStatus(lead) === filter\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/** Whether a lead belongs in an email filter's view. */\nexport function leadMatchesEmailFilter(\n  lead: Readonly<Record<string, unknown>>,\n  filter: LeadEmailFilter,\n): boolean {\n  if (filter === 'any') return true\n  const state = readEmailState(lead)\n  if (filter === 'none') return state === null\n  if (filter === 'problem') return emailStateForbidsEmail(state)\n  return state?.status === filter\n}\n\n/**\n * The Leads section's `Campaign` control (AGL-3254): every lead, or the\n * ones filed under one campaign — read off the lead's own `campaignIds`,\n * the field every campaign member carries. `''` is every lead, which is\n * what the control opens on; the ids are the site's containers', and the\n * section resolves their names for the menu.\n */\nexport function leadMatchesCampaignFilter(\n  lead: Readonly<Record<string, unknown>>,\n  campaignId: string,\n): boolean {\n  if (!campaignId) return true\n  return readCampaignIds(lead).includes(campaignId)\n}\n\n/**\n * The fields the Leads section's search box reads (AGL-3246): who the lead\n * is and where they work — the words a person types to find one — plus the\n * tags, which are how an import names its batch (`sal-15`). `name` and\n * `email` are the capture door's fields rather than the CRM's, so the row is\n * read as a record rather than through `CrmLeadFields`.\n */\nconst LEAD_SEARCH_FIELDS = ['name', 'email', 'company', 'jobTitle'] as const\n\n/**\n * Whether a lead answers a search term.\n *\n * Case-insensitive, and every whitespace-separated word of the term must\n * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`\n * both find Morgan Lamphere, `morgan smith` does not. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.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  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  type EmailStateStatus,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  emailStateForbidsEmail,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  normalizeCrmPicklistLabel,\n  readCampaignIds,\n  readEmailState,\n} from '@aglyn/aglyn'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — and it is the one view a Firestore query cannot\n * express, because a lead nobody has touched carries no status field at all;\n * see the section for why the filter runs over a loaded window.\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/** Whether a lead belongs in a filter's view. An absent status is `new`. */\nexport function leadMatchesFilter(\n  lead: Pick<CrmLeadFields, 'status'>,\n  filter: LeadFilter,\n): boolean {\n  if (filter === 'all') return true\n  if (filter === 'open') return isCrmLeadOpen(lead)\n  return crmLeadStatus(lead) === filter\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/** Whether a lead belongs in an email filter's view. */\nexport function leadMatchesEmailFilter(\n  lead: Readonly<Record<string, unknown>>,\n  filter: LeadEmailFilter,\n): boolean {\n  if (filter === 'any') return true\n  const state = readEmailState(lead)\n  if (filter === 'none') return state === null\n  if (filter === 'problem') return emailStateForbidsEmail(state)\n  return state?.status === filter\n}\n\n/**\n * The Leads section's `Campaign` control (AGL-3254): every lead, or the\n * ones filed under one campaign — read off the lead's own `campaignIds`,\n * the field every campaign member carries. `''` is every lead, which is\n * what the control opens on; the ids are the site's containers', and the\n * section resolves their names for the menu.\n */\nexport function leadMatchesCampaignFilter(\n  lead: Readonly<Record<string, unknown>>,\n  campaignId: string,\n): boolean {\n  if (!campaignId) return true\n  return readCampaignIds(lead).includes(campaignId)\n}\n\n/**\n * The fields the Leads section's search box reads (AGL-3246): who the lead\n * is and where they work — the words a person types to find one — plus the\n * tags, which are how an import names its batch (`sal-15`). `name` and\n * `email` are the capture door's fields rather than the CRM's, so the row is\n * read as a record rather than through `CrmLeadFields`.\n */\nconst LEAD_SEARCH_FIELDS = ['name', 'email', 'company', 'jobTitle'] as const\n\n/**\n * Whether a lead answers a search term.\n *\n * Case-insensitive, and every whitespace-separated word of the term must\n * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`\n * both find Morgan Lamphere, `morgan smith` does not. A blank term matches\n * every lead, so the box emptied is the list unfiltered.\n */\nexport function leadMatchesSearch(\n  lead: Readonly<Record<string, unknown>>,\n  term: string,\n): boolean {\n  const words = term.trim().toLowerCase().split(/\\s+/).filter(Boolean)\n  if (!words.length) return true\n  const values = [\n    ...LEAD_SEARCH_FIELDS.map((field) => lead[field]),\n    ...(Array.isArray(lead['tags']) ? lead['tags'] : []),\n  ]\n    .filter((value): value is string => typeof value === 'string' && value !== '')\n    .map((value) => value.toLowerCase())\n  return words.every((word) => values.some((value) => value.includes(word)))\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/**\n * The Leads section's `Lead source` control (AGL-3298): every lead (`''`),\n * the ones holding one value — compared the way the picklist compares\n * labels, so a value typed in another case before the list existed is\n * still found — or the ones holding none.\n */\nexport function leadMatchesLeadSourceFilter(\n  lead: Readonly<Record<string, unknown>>,\n  filter: string,\n): boolean {\n  if (!filter) return true\n  const held = normalizeCrmPicklistLabel(lead['leadSource']).toLowerCase()\n  if (filter === LEAD_SOURCE_FILTER_NONE) return held === ''\n  return held === normalizeCrmPicklistLabel(filter).toLowerCase()\n}\n"],"names":["EMAIL_STATE_LABELS","EMAIL_STATE_STATUSES","CRM_LEAD_STATUS_LABELS","emailStateForbidsEmail","crmLeadStatus","isCrmLeadOpen","normalizeCrmPicklistLabel","readCampaignIds","readEmailState","LEAD_FILTERS","LEAD_FILTER_LABELS","open","all","new","working","qualified","unqualified","leadMatchesFilter","lead","filter","LEAD_EMAIL_FILTERS","LEAD_EMAIL_FILTER_LABELS","any","problem","none","leadMatchesEmailFilter","state","status","leadMatchesCampaignFilter","campaignId","includes","LEAD_SEARCH_FIELDS","leadMatchesSearch","term","words","trim","toLowerCase","split","Boolean","length","values","map","field","Array","isArray","value","every","word","some","LEAD_SOURCE_FILTER_NONE","leadMatchesLeadSourceFilter","held"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,kBAAkB,EAClBC,oBAAoB,EACpBC,sBAAsB,EAItBC,sBAAsB,EACtBC,aAAa,EACbC,aAAa,EACbC,yBAAyB,EACzBC,eAAe,EACfC,cAAc,QACT,eAAc;AAWrB,OAAO,MAAMC,eAAsC;IACjD;IACA;IACA;IACA;IACA;IACA;CACD,CAAA;AAED,OAAO,MAAMC,qBAAiD;IAC5DC,MAAM;IACNC,KAAK;IACLC,KAAKX,uBAAuBW,GAAG;IAC/BC,SAASZ,uBAAuBY,OAAO;IACvCC,WAAWb,uBAAuBa,SAAS;IAC3CC,aAAad,uBAAuBc,WAAW;AACjD,EAAC;AAED,0EAA0E,GAC1E,OAAO,SAASC,kBACdC,IAAmC,EACnCC,MAAkB;IAElB,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,WAAW,QAAQ,OAAOd,cAAca;IAC5C,OAAOd,cAAcc,UAAUC;AACjC;AAWA,OAAO,MAAMC,qBAAiD;IAC5D;IACA;OACGnB;IACH;CACD,CAAA;AAED,OAAO,MAAMoB,2BAA4D;IACvEC,KAAK;IACLC,SAAS;IACTC,MAAM;GACHxB,oBACJ;AAED,sDAAsD,GACtD,OAAO,SAASyB,uBACdP,IAAuC,EACvCC,MAAuB;IAEvB,IAAIA,WAAW,OAAO,OAAO;IAC7B,MAAMO,QAAQlB,eAAeU;IAC7B,IAAIC,WAAW,QAAQ,OAAOO,UAAU;IACxC,IAAIP,WAAW,WAAW,OAAOhB,uBAAuBuB;IACxD,OAAOA,CAAAA,yBAAAA,MAAOC,MAAM,MAAKR;AAC3B;AAEA;;;;;;CAMC,GACD,OAAO,SAASS,0BACdV,IAAuC,EACvCW,UAAkB;IAElB,IAAI,CAACA,YAAY,OAAO;IACxB,OAAOtB,gBAAgBW,MAAMY,QAAQ,CAACD;AACxC;AAEA;;;;;;CAMC,GACD,MAAME,qBAAqB;IAAC;IAAQ;IAAS;IAAW;CAAW;AAEnE;;;;;;;CAOC,GACD,OAAO,SAASC,kBACdd,IAAuC,EACvCe,IAAY;IAEZ,MAAMC,QAAQD,KAAKE,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,OAAOlB,MAAM,CAACmB;IAC5D,IAAI,CAACJ,MAAMK,MAAM,EAAE,OAAO;IAC1B,MAAMC,SAAS;WACVT,mBAAmBU,GAAG,CAAC,CAACC,QAAUxB,IAAI,CAACwB,MAAM;WAC5CC,MAAMC,OAAO,CAAC1B,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,OAAO,GAAG,EAAE;KACpD,CACEC,MAAM,CAAC,CAAC0B,QAA2B,OAAOA,UAAU,YAAYA,UAAU,IAC1EJ,GAAG,CAAC,CAACI,QAAUA,MAAMT,WAAW;IACnC,OAAOF,MAAMY,KAAK,CAAC,CAACC,OAASP,OAAOQ,IAAI,CAAC,CAACH,QAAUA,MAAMf,QAAQ,CAACiB;AACrE;AAEA;;;;CAIC,GACD,OAAO,MAAME,0BAA0B,aAAY;AAEnD;;;;;CAKC,GACD,OAAO,SAASC,4BACdhC,IAAuC,EACvCC,MAAc;IAEd,IAAI,CAACA,QAAQ,OAAO;IACpB,MAAMgC,OAAO7C,0BAA0BY,IAAI,CAAC,aAAa,EAAEkB,WAAW;IACtE,IAAIjB,WAAW8B,yBAAyB,OAAOE,SAAS;IACxD,OAAOA,SAAS7C,0BAA0Ba,QAAQiB,WAAW;AAC/D"}

package/src/lib/model/lead-source-values.d.ts

@@ -0,0 +1,82 @@
+/**
+ * @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 CrmPicklist } from '@aglyn/aglyn/app-utils/crm';
+/**
+ * THE LEAD SOURCE LIST'S EDITS (AGL-3298), as pure moves over a picklist.
+ *
+ * The Fields page applies the ones that touch only the list — add, reorder,
+ * sort, activate, deactivate, default — as one client write of the whole
+ * document. The two that change what RECORDS hold — a rename and a delete
+ * with its replacement — go to `crm/lead-source-values`, which rewrites the
+ * list and every lead and contact holding the old label in one request;
+ * this module is where both sides agree what each move does.
+ */
+/** The route the two record-changing moves are posted to. */
+export declare const CRM_LEAD_SOURCE_VALUES_ROUTE: "crm/lead-source-values";
+export declare const crmLeadSourceValuesRouteUrl: () => string;
+/** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */
+export type LeadSourceValuesRequest = {
+    hostId?: string | null;
+    orgId?: string;
+} & ({
+    action: 'rename';
+    valueId: string;
+    label: string;
+} | {
+    action: 'delete';
+    valueId: string;
+    /** An active value's label the records move to, or `null` to clear them. */
+    replaceWith: string | null;
+});
+/** What the route answers. */
+export interface LeadSourceValuesResponse {
+    ok: true;
+    /** How many leads now hold the new label (or none). */
+    leads: number;
+    /**
+     * How many contact FACETS were rewritten — one per holder that held the
+     * old label, so a person two sites both filed under it counts twice.
+     */
+    contacts: number;
+}
+/** Why a move is refused, in the sentence the page shows. */
+export type PicklistMove = {
+    ok: true;
+    picklist: CrmPicklist;
+} | {
+    ok: false;
+    error: string;
+};
+/** Append a value. */
+export declare function addPicklistValue(picklist: CrmPicklist, rawLabel: string): PicklistMove;
+/** Rename a value, keeping its id — the list half of the route's rename. */
+export declare function renamePicklistValue(picklist: CrmPicklist, valueId: string, rawLabel: string): PicklistMove;
+/**
+ * Remove a value — the list half of the route's delete. The replacement,
+ * when there is one, must be another ACTIVE value: records are not moved
+ * onto a value the pickers no longer offer. A default that named the
+ * deleted value is cleared.
+ */
+export declare function deletePicklistValue(picklist: CrmPicklist, valueId: string, replaceWith: string | null): PicklistMove;
+/** Turn a value on or off. Deactivating the default clears the default. */
+export declare function setPicklistValueActive(picklist: CrmPicklist, valueId: string, active: boolean): CrmPicklist;
+/** Make a value the default for new records, or clear the default with `null`. */
+export declare function setPicklistDefault(picklist: CrmPicklist, valueId: string | null): CrmPicklist;
+/** Move the value at `from` to `to`, the drag and the arrows alike. */
+export declare function movePicklistValue(picklist: CrmPicklist, from: number, to: number): CrmPicklist;
+/** Every value in A–Z order by label, as Salesforce's "Sort alphabetically" does. */
+export declare function sortPicklistValues(picklist: CrmPicklist): CrmPicklist;