@aglyn/plugins-crm 1.0.0-beta.217 → 1.0.0-beta.219

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (249) hide show
  1. package/package.json +14 -13
  2. package/src/index.d.ts +1 -0
  3. package/src/index.js.map +1 -1
  4. package/src/lib/components/companies-bulk-bar.js +12 -4
  5. package/src/lib/components/companies-bulk-bar.js.map +1 -1
  6. package/src/lib/components/company-detail-page.js +11 -0
  7. package/src/lib/components/company-detail-page.js.map +1 -1
  8. package/src/lib/components/company-edit-drawer.js +12 -2
  9. package/src/lib/components/company-edit-drawer.js.map +1 -1
  10. package/src/lib/components/company-import-drawer.d.ts +1 -1
  11. package/src/lib/components/company-picker.js +10 -3
  12. package/src/lib/components/company-picker.js.map +1 -1
  13. package/src/lib/components/contact-detail-page.d.ts +4 -4
  14. package/src/lib/components/contact-detail-page.js +50 -53
  15. package/src/lib/components/contact-detail-page.js.map +1 -1
  16. package/src/lib/components/contact-list-columns.d.ts +3 -0
  17. package/src/lib/components/contact-list-columns.js +21 -5
  18. package/src/lib/components/contact-list-columns.js.map +1 -1
  19. package/src/lib/components/contact-merge-dialog.js +2 -1
  20. package/src/lib/components/contact-merge-dialog.js.map +1 -1
  21. package/src/lib/components/contact-timeline-card.js +4 -3
  22. package/src/lib/components/contact-timeline-card.js.map +1 -1
  23. package/src/lib/components/contacts-bulk-bar.d.ts +3 -3
  24. package/src/lib/components/contacts-bulk-bar.js +24 -51
  25. package/src/lib/components/contacts-bulk-bar.js.map +1 -1
  26. package/src/lib/components/contacts-section.js +9 -3
  27. package/src/lib/components/contacts-section.js.map +1 -1
  28. package/src/lib/components/crm-export-all-button.d.ts +1 -1
  29. package/src/lib/components/crm-export-all-button.js.map +1 -1
  30. package/src/lib/components/crm-send-email-dialog.js +9 -6
  31. package/src/lib/components/crm-send-email-dialog.js.map +1 -1
  32. package/src/lib/components/csv-import-drawer.js +2 -2
  33. package/src/lib/components/csv-import-drawer.js.map +1 -1
  34. package/src/lib/components/deal-detail-page.js +18 -2
  35. package/src/lib/components/deal-detail-page.js.map +1 -1
  36. package/src/lib/components/deal-edit-drawer.js +10 -0
  37. package/src/lib/components/deal-edit-drawer.js.map +1 -1
  38. package/src/lib/components/deals-bulk-bar.js +13 -5
  39. package/src/lib/components/deals-bulk-bar.js.map +1 -1
  40. package/src/lib/components/lead-campaigns-card.js +6 -0
  41. package/src/lib/components/lead-campaigns-card.js.map +1 -1
  42. package/src/lib/components/lead-detail-page.js +25 -5
  43. package/src/lib/components/lead-detail-page.js.map +1 -1
  44. package/src/lib/components/lead-properties-card.js +6 -0
  45. package/src/lib/components/lead-properties-card.js.map +1 -1
  46. package/src/lib/components/lead-surfaces-note.js +4 -5
  47. package/src/lib/components/lead-surfaces-note.js.map +1 -1
  48. package/src/lib/components/lead-unqualify-dialog.js +6 -0
  49. package/src/lib/components/lead-unqualify-dialog.js.map +1 -1
  50. package/src/lib/components/leads-bulk-bar.js +28 -3
  51. package/src/lib/components/leads-bulk-bar.js.map +1 -1
  52. package/src/lib/components/leads-section.js +36 -7
  53. package/src/lib/components/leads-section.js.map +1 -1
  54. package/src/lib/components/org-lead-surfaces-note.js +6 -2
  55. package/src/lib/components/org-lead-surfaces-note.js.map +1 -1
  56. package/src/lib/components/recipes-card.js +9 -4
  57. package/src/lib/components/recipes-card.js.map +1 -1
  58. package/src/lib/components/record-sharing-card.d.ts +57 -0
  59. package/src/lib/components/record-sharing-card.js +244 -0
  60. package/src/lib/components/record-sharing-card.js.map +1 -0
  61. package/src/lib/components/settings-section.js +7 -0
  62. package/src/lib/components/settings-section.js.map +1 -1
  63. package/src/lib/components/share-records-dialog.d.ts +28 -0
  64. package/src/lib/components/share-records-dialog.js +184 -0
  65. package/src/lib/components/share-records-dialog.js.map +1 -0
  66. package/src/lib/components/sharing-rule-drawer.d.ts +37 -0
  67. package/src/lib/components/sharing-rule-drawer.js +374 -0
  68. package/src/lib/components/sharing-rule-drawer.js.map +1 -0
  69. package/src/lib/components/sharing-rules-card.d.ts +24 -0
  70. package/src/lib/components/sharing-rules-card.js +287 -0
  71. package/src/lib/components/sharing-rules-card.js.map +1 -0
  72. package/src/lib/components/use-crm-api.d.ts +1 -1
  73. package/src/lib/components/use-crm-api.js.map +1 -1
  74. package/src/lib/components/use-site-route-context.d.ts +25 -0
  75. package/src/lib/components/use-site-route-context.js +58 -0
  76. package/src/lib/components/use-site-route-context.js.map +1 -0
  77. package/src/lib/constants/api-routes.d.ts +31 -0
  78. package/src/lib/constants/api-routes.js +27 -1
  79. package/src/lib/constants/api-routes.js.map +1 -1
  80. package/src/lib/declarations.console-server.d.ts +37 -0
  81. package/src/lib/declarations.console-server.js +103 -0
  82. package/src/lib/declarations.console-server.js.map +1 -0
  83. package/src/lib/declarations.server.d.ts +6 -0
  84. package/src/lib/declarations.server.js +33 -0
  85. package/src/lib/declarations.server.js.map +1 -1
  86. package/src/lib/hooks/use-contact-remove.d.ts +35 -0
  87. package/src/lib/hooks/use-contact-remove.js +77 -0
  88. package/src/lib/hooks/use-contact-remove.js.map +1 -0
  89. package/src/lib/hooks/use-crm-sharing.d.ts +30 -0
  90. package/src/lib/hooks/use-crm-sharing.js +109 -0
  91. package/src/lib/hooks/use-crm-sharing.js.map +1 -0
  92. package/src/lib/model/companies-csv.d.ts +1 -1
  93. package/src/lib/model/companies-csv.js +2 -2
  94. package/src/lib/model/companies-csv.js.map +1 -1
  95. package/src/lib/model/contact-holder.d.ts +68 -0
  96. package/src/lib/model/contact-holder.js +129 -0
  97. package/src/lib/model/contact-holder.js.map +1 -0
  98. package/src/lib/model/contact-interaction-links.d.ts +46 -0
  99. package/src/lib/model/contact-interaction-links.js +65 -0
  100. package/src/lib/model/contact-interaction-links.js.map +1 -0
  101. package/src/lib/model/contact-merge.d.ts +136 -0
  102. package/src/lib/model/contact-merge.js +412 -0
  103. package/src/lib/model/contact-merge.js.map +1 -0
  104. package/src/lib/model/contact-record.d.ts +7 -1
  105. package/src/lib/model/contact-record.js +6 -5
  106. package/src/lib/model/contact-record.js.map +1 -1
  107. package/src/lib/model/contact-remove.d.ts +48 -0
  108. package/src/lib/model/contact-remove.js +22 -0
  109. package/src/lib/model/contact-remove.js.map +1 -0
  110. package/src/lib/model/contacts-bulk-writes.d.ts +2 -71
  111. package/src/lib/model/contacts-bulk-writes.js +2 -82
  112. package/src/lib/model/contacts-bulk-writes.js.map +1 -1
  113. package/src/lib/model/contacts-csv.d.ts +2 -2
  114. package/src/lib/model/contacts-csv.js +2 -2
  115. package/src/lib/model/contacts-csv.js.map +1 -1
  116. package/src/lib/model/crm-csv.d.ts +239 -0
  117. package/src/lib/model/crm-csv.js +467 -0
  118. package/src/lib/model/crm-csv.js.map +1 -0
  119. package/src/lib/model/crm-digest.d.ts +185 -0
  120. package/src/lib/model/crm-digest.js +272 -0
  121. package/src/lib/model/crm-digest.js.map +1 -0
  122. package/src/lib/model/crm-import.d.ts +7 -1
  123. package/src/lib/model/crm-import.js +2 -1
  124. package/src/lib/model/crm-import.js.map +1 -1
  125. package/src/lib/model/crm-record-routes.d.ts +5 -0
  126. package/src/lib/model/crm-record-routes.js +7 -0
  127. package/src/lib/model/crm-record-routes.js.map +1 -1
  128. package/src/lib/model/crm-routes.d.ts +6 -5
  129. package/src/lib/model/crm-routes.js +7 -7
  130. package/src/lib/model/crm-routes.js.map +1 -1
  131. package/src/lib/model/crm-search-sources.d.ts +15 -0
  132. package/src/lib/model/crm-search-sources.js +162 -0
  133. package/src/lib/model/crm-search-sources.js.map +1 -0
  134. package/src/lib/model/crm-sharing-api.d.ts +32 -0
  135. package/src/lib/model/crm-sharing-api.js +59 -0
  136. package/src/lib/model/crm-sharing-api.js.map +1 -0
  137. package/src/lib/model/crm-sharing.d.ts +333 -0
  138. package/src/lib/model/crm-sharing.js +603 -0
  139. package/src/lib/model/crm-sharing.js.map +1 -0
  140. package/src/lib/model/deals-csv.d.ts +1 -1
  141. package/src/lib/model/deals-csv.js +4 -5
  142. package/src/lib/model/deals-csv.js.map +1 -1
  143. package/src/lib/model/lead-filters.d.ts +1 -1
  144. package/src/lib/model/leads-csv.d.ts +1 -1
  145. package/src/lib/model/leads-csv.js +1 -1
  146. package/src/lib/model/leads-csv.js.map +1 -1
  147. package/src/lib/model/tasks-csv.d.ts +1 -1
  148. package/src/lib/model/tasks-csv.js +1 -1
  149. package/src/lib/model/tasks-csv.js.map +1 -1
  150. package/src/lib/plan-entitlements.d.ts +75 -0
  151. package/src/lib/plan-entitlements.js +56 -0
  152. package/src/lib/plan-entitlements.js.map +1 -0
  153. package/src/lib/plugin.js +3 -0
  154. package/src/lib/plugin.js.map +1 -1
  155. package/src/lib/server/api-v1/contacts-merge.d.ts +20 -0
  156. package/src/lib/server/api-v1/contacts-merge.js +120 -0
  157. package/src/lib/server/api-v1/contacts-merge.js.map +1 -0
  158. package/src/lib/server/api-v1/contacts.d.ts +18 -0
  159. package/src/lib/server/api-v1/contacts.js +1076 -0
  160. package/src/lib/server/api-v1/contacts.js.map +1 -0
  161. package/src/lib/server/api-v1/crm-activities.d.ts +18 -0
  162. package/src/lib/server/api-v1/crm-activities.js +269 -0
  163. package/src/lib/server/api-v1/crm-activities.js.map +1 -0
  164. package/src/lib/server/api-v1/crm-companies.d.ts +18 -0
  165. package/src/lib/server/api-v1/crm-companies.js +391 -0
  166. package/src/lib/server/api-v1/crm-companies.js.map +1 -0
  167. package/src/lib/server/api-v1/crm-deals.d.ts +18 -0
  168. package/src/lib/server/api-v1/crm-deals.js +631 -0
  169. package/src/lib/server/api-v1/crm-deals.js.map +1 -0
  170. package/src/lib/server/api-v1/crm-email-templates.d.ts +18 -0
  171. package/src/lib/server/api-v1/crm-email-templates.js +336 -0
  172. package/src/lib/server/api-v1/crm-email-templates.js.map +1 -0
  173. package/src/lib/server/api-v1/crm-leads.d.ts +18 -0
  174. package/src/lib/server/api-v1/crm-leads.js +832 -0
  175. package/src/lib/server/api-v1/crm-leads.js.map +1 -0
  176. package/src/lib/server/api-v1/crm-pipelines.d.ts +76 -0
  177. package/src/lib/server/api-v1/crm-pipelines.js +146 -0
  178. package/src/lib/server/api-v1/crm-pipelines.js.map +1 -0
  179. package/src/lib/server/api-v1/crm-shared.d.ts +271 -0
  180. package/src/lib/server/api-v1/crm-shared.js +436 -0
  181. package/src/lib/server/api-v1/crm-shared.js.map +1 -0
  182. package/src/lib/server/api-v1/crm-tasks.d.ts +18 -0
  183. package/src/lib/server/api-v1/crm-tasks.js +398 -0
  184. package/src/lib/server/api-v1/crm-tasks.js.map +1 -0
  185. package/src/lib/server/api-v1/openapi.d.ts +29 -0
  186. package/src/lib/server/api-v1/openapi.js +985 -0
  187. package/src/lib/server/api-v1/openapi.js.map +1 -0
  188. package/src/lib/server/api-v1/usage.d.ts +26 -0
  189. package/src/lib/server/api-v1/usage.js +73 -0
  190. package/src/lib/server/api-v1/usage.js.map +1 -0
  191. package/src/lib/server/consent-group-participant.js +1 -1
  192. package/src/lib/server/consent-group-participant.js.map +1 -1
  193. package/src/lib/server/contact-lifecycle-floor.d.ts +89 -0
  194. package/src/lib/server/contact-lifecycle-floor.js +91 -0
  195. package/src/lib/server/contact-lifecycle-floor.js.map +1 -0
  196. package/src/lib/server/contact-remove.d.ts +75 -0
  197. package/src/lib/server/contact-remove.js +244 -0
  198. package/src/lib/server/contact-remove.js.map +1 -0
  199. package/src/lib/server/contact-update.js +2 -1
  200. package/src/lib/server/contact-update.js.map +1 -1
  201. package/src/lib/server/contacts-import.d.ts +47 -11
  202. package/src/lib/server/contacts-import.js +171 -71
  203. package/src/lib/server/contacts-import.js.map +1 -1
  204. package/src/lib/server/contacts-merge.d.ts +1 -1
  205. package/src/lib/server/contacts-merge.js +3 -2
  206. package/src/lib/server/contacts-merge.js.map +1 -1
  207. package/src/lib/server/convert-host-lead.d.ts +189 -0
  208. package/src/lib/server/convert-host-lead.js +518 -0
  209. package/src/lib/server/convert-host-lead.js.map +1 -0
  210. package/src/lib/server/crm-sharing.d.ts +108 -0
  211. package/src/lib/server/crm-sharing.js +790 -0
  212. package/src/lib/server/crm-sharing.js.map +1 -0
  213. package/src/lib/server/daily-digest-route.d.ts +107 -0
  214. package/src/lib/server/daily-digest-route.js +588 -0
  215. package/src/lib/server/daily-digest-route.js.map +1 -0
  216. package/src/lib/server/export-route.d.ts +60 -0
  217. package/src/lib/server/export-route.js +447 -0
  218. package/src/lib/server/export-route.js.map +1 -0
  219. package/src/lib/server/inbound-route.d.ts +74 -0
  220. package/src/lib/server/inbound-route.js +257 -0
  221. package/src/lib/server/inbound-route.js.map +1 -0
  222. package/src/lib/server/lead-convert.d.ts +1 -1
  223. package/src/lib/server/lead-convert.js +2 -2
  224. package/src/lib/server/lead-convert.js.map +1 -1
  225. package/src/lib/server/merge-contacts.d.ts +55 -0
  226. package/src/lib/server/merge-contacts.js +274 -0
  227. package/src/lib/server/merge-contacts.js.map +1 -0
  228. package/src/lib/server/pipeline-record-index.d.ts +36 -0
  229. package/src/lib/server/pipeline-record-index.js +87 -0
  230. package/src/lib/server/pipeline-record-index.js.map +1 -0
  231. package/src/lib/server/record-facts.js +2 -1
  232. package/src/lib/server/record-facts.js.map +1 -1
  233. package/src/lib/server/task-reminders-route.d.ts +82 -0
  234. package/src/lib/server/task-reminders-route.js +497 -0
  235. package/src/lib/server/task-reminders-route.js.map +1 -0
  236. package/src/lib/server-deal-stage.js +2 -1
  237. package/src/lib/server-deal-stage.js.map +1 -1
  238. package/src/lib/server.d.ts +5 -2
  239. package/src/lib/server.js +47 -2
  240. package/src/lib/server.js.map +1 -1
  241. package/src/lib/testing/stand-in-site-record-routes.d.ts +26 -0
  242. package/src/lib/testing/stand-in-site-record-routes.js +55 -0
  243. package/src/lib/testing/stand-in-site-record-routes.js.map +1 -0
  244. package/src/lib/usage-axes.d.ts +35 -0
  245. package/src/lib/usage-axes.js +68 -0
  246. package/src/lib/usage-axes.js.map +1 -0
  247. package/src/lib/components/use-emails-hub-path.d.ts +0 -24
  248. package/src/lib/components/use-emails-hub-path.js +0 -59
  249. package/src/lib/components/use-emails-hub-path.js.map +0 -1
@@ -0,0 +1,108 @@
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+ /**
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+ * @license
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+ * Copyright 2026 Aglyn LLC
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+ *
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+ * Licensed under the Apache License, Version 2.0 (the "License");
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+ * you may not use this file except in compliance with the License.
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+ * You may obtain a copy of the License at
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+ *
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+ * http://www.apache.org/licenses/LICENSE-2.0
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+ *
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+ * Unless required by applicable law or agreed to in writing, software
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+ * distributed under the License is distributed on an "AS IS" BASIS,
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+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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+ * See the License for the specific language governing permissions and
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+ * limitations under the License.
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+ */
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+ import type { PluginApiHandler } from '@aglyn/aglyn/server';
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+ import { type CrmShareGrant, type CrmSharingObject, type CrmSharingRule, type CrmSharingSite } from '../model/crm-sharing';
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+ type Firestore = FirebaseFirestore.Firestore;
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+ /** Test seam, and what a rule write calls so its own process reads it fresh. */
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+ export declare function forgetCrmSharingRules(orgId?: string): void;
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+ export declare function crmSharingRulesOf(firestore: Firestore, orgId: string, options?: {
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+ fresh?: boolean;
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+ nowMs?: number;
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+ }): Promise<{
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+ rules: CrmSharingRule[];
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+ fresh: boolean;
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+ }>;
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+ export interface RecomputeRecordSharingInput {
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+ firestore: Firestore;
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+ orgId: string;
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+ object: CrmSharingObject;
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+ id: string;
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+ /** Every rule the org has, in any state. */
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+ rules: readonly CrmSharingRule[];
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+ /** Whether `rules` was read just now; a stale list is re-read before it takes a grant away. */
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+ fresh: boolean;
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+ /** The hand shares' change, for a share or an unshare. */
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+ manual?: (grants: Record<string, CrmShareGrant>) => Record<string, CrmShareGrant>;
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+ atMs: number;
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+ }
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+ export type RecomputeOutcome = 'changed' | 'unchanged' | 'missing';
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+ export declare function recomputeRecordSharing(input: RecomputeRecordSharingInput): Promise<RecomputeOutcome>;
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+ /**
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+ * Re-evaluates the org's rules for these records — the one thing a write
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+ * anywhere owes the sharing. An org with no active rule for the object
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+ * costs one cached read and nothing else; grants of a rule switched off
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+ * are taken away by that rule's own removal pass, not here.
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+ */
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+ export declare function evaluateCrmSharing(firestore: Firestore, orgId: string, object: CrmSharingObject, ids: readonly string[]): Promise<{
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+ changed: number;
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+ missing: number;
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+ }>;
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+ /**
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+ * The core's record-written seam (AGL-3336): every server writer of a lead,
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+ * a contact, a company or a deal restamps it, and the restamp tells this.
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+ * Never throws — the write it is told about already landed.
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+ */
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+ export declare function crmSharingRecordWritten(event: {
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+ path: string;
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+ collection: string;
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+ }): Promise<void>;
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+ export declare function crmSharingSites(firestore: Firestore, orgId: string): Promise<CrmSharingSite[]>;
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+ /**
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+ * The rule a request describes, judged: an object, a name, sites that are
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+ * the org's own, targets that are the org's own or all sites. `null` with
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+ * the reason when it cannot be saved.
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+ */
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+ export declare function ruleFromRequest(raw: unknown, context: {
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+ hostIds: readonly string[];
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+ existing: CrmSharingRule | null;
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+ uid: string;
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+ nowMs: number;
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+ }): {
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+ rule: CrmSharingRule;
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+ error: null;
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+ } | {
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+ rule: null;
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+ error: string;
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+ };
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+ /**
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+ * One budgeted pass of a rule's run, with the progress written on the rule
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+ * after every page so a reopened settings page shows where it stands and
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+ * `rule-continue` picks up from the cursor.
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+ *
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+ * `apply` walks the object's whole collection by document id — a rule
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+ * matches on fields no index narrows to (a facet's tags, a site that
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+ * captured the person) — and writes only the records whose sharing moves.
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+ * `remove` asks for exactly the records the rule holds a grant on
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+ * (`sharing.ruleIds`), each of which the recompute then takes it off; a
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+ * page that makes no progress fails the run rather than looping.
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+ */
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+ export declare function advanceSharingRuleRun(firestore: Firestore, orgId: string, ruleId: string, deadlineMs: number): Promise<{
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+ rule: CrmSharingRule | null;
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+ more: boolean;
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+ }>;
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+ /**
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+ * `POST /api/crm/sharing` — `{ action, hostId | orgId, … }`.
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+ *
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+ * Every action but `evaluate` is an org manager's: an OWNER or ADMIN of the
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+ * whole workspace (`authorizeOrgCaller(…, 'manage-org')`), under a site's
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+ * hub or the org's. `evaluate` is what a client-direct write owes the rules
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+ * and is open to whoever may write the CRM. The plan gate is the CRM's own
104
+ * (`crmSuiteRefusal`): sharing is only meaningful across several sites, and
105
+ * the number of sites a workspace may have is already the plan's.
106
+ */
107
+ export declare const crmSharingHandler: PluginApiHandler;
108
+ export {};