@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.220

package/src/lib/model/crm-digest.d.ts

@@ -0,0 +1,227 @@
+/**
+ * @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 CrmLeadFields, type CrmTask } from '@aglyn/aglyn/app-utils/crm';
+/**
+ * The zone the digest's "today" is read in when nothing else names one.
+ *
+ * The schedule fires at 13:00 UTC, which is 08:00 here, so the window this
+ * zone draws is the morning the mail arrives in for the people the product
+ * is built with. A member elsewhere reads a window that is at most a few
+ * hours off their own, which is what a morning summary can tolerate and a
+ * "due at 9:00" reminder could not — that reminder is the assignment
+ * notification's job, not this one's.
+ */
+export declare const CRM_DIGEST_DEFAULT_TIME_ZONE = "America/Chicago";
+/**
+ * The zone the digest's "today" is drawn in, and the zone every CRM mail
+ * and notification prints a task's time in.
+ *
+ * `CRM_DIGEST_TIME_ZONE` overrides the default for a self-hosted console
+ * whose team wakes up elsewhere; a value `Intl` does not know falls back to
+ * the default with a warning rather than throwing the whole run away.
+ */
+export declare function digestTimeZone(env?: NodeJS.ProcessEnv): string;
+/** How long a `new` lead may sit untouched before the digest names it. */
+export declare const CRM_DIGEST_LEAD_AGE_MS: number;
+/**
+ * The most due tasks one org's sweep reads.
+ *
+ * One query per org, ordered soonest-due first, so an org with more than this
+ * many overdue-or-today tasks digests the oldest five hundred and reports the
+ * window as full rather than reading without bound. Five hundred is an org
+ * whose problem is not that nobody reminded them.
+ */
+export declare const CRM_DIGEST_TASK_CEILING = 500;
+/**
+ * The most old leads one site's sweep reads.
+ *
+ * The same shape the Leads section uses, for the same reason it gives: a
+ * lead the capture door wrote carries no `status` field, and Firestore
+ * cannot select on a field's absence, so "unworked" is a filter over a
+ * loaded window rather than a query. The window is the newest old leads by
+ * first sighting, which is where the ones still worth a call are.
+ */
+export declare const CRM_DIGEST_LEAD_WINDOW = 200;
+/** How many items one section of the email lists before "and N more". */
+export declare const CRM_DIGEST_LIST_MAX = 10;
+/** Midnight at the start of the calendar day `ms` falls in, in `timeZone`. */
+export declare function startOfDayInZone(ms: number, timeZone: string): number;
+/**
+ * Midnight at the start of the NEXT calendar day in `timeZone` — built from
+ * the calendar rather than by adding 24 hours, for the reason the tasks
+ * section gives: a day a clock change falls in is 23 or 25 hours long.
+ */
+export declare function startOfNextDayInZone(ms: number, timeZone: string): number;
+/** `YYYY-MM-DD` of the UTC day `ms` falls in — the digest's idempotence key. */
+export declare function utcDayKey(ms: number): string;
+/** The half-open window `[start of today, start of tomorrow)` in a zone. */
+export interface CrmDigestWindow {
+    startMs: number;
+    endMs: number;
+}
+export declare function crmDigestWindow(nowMs: number, timeZone: string): CrmDigestWindow;
+/** A due task as the digest carries it: the fields a line and a link need. */
+export interface CrmDigestTask extends Pick<CrmTask, 'title' | 'kind' | 'contactId' | 'companyId' | 'dealId'> {
+    id: string;
+    dueAtMs: number;
+    assigneeUid: string;
+    /** The site the task was created on — where its link opens. */
+    hostId: string;
+}
+/** An unworked lead as the digest carries it. */
+export interface CrmDigestLead {
+    id: string;
+    hostId: string;
+    email: string;
+    name?: string;
+    ownerUid?: string;
+    firstSeenAtMs: number;
+}
+export interface CrmDigestCounts {
+    overdue: number;
+    today: number;
+    leads: number;
+    /**
+     * The member's leads automated email is reaching (AGL-3446) — open, but
+     * not owed, so a figure the email states and never a reason to send one.
+     */
+    nurturing: number;
+}
+/** One member's morning. */
+export interface CrmMemberDigest {
+    overdue: CrmDigestTask[];
+    today: CrmDigestTask[];
+    leads: CrmDigestLead[];
+    /** Leads in `nurturing`, by the same owner-or-site rule as `leads`. */
+    nurturing: CrmDigestLead[];
+}
+/**
+ * Where a due task stands against the digest's window. Only tasks due
+ * BEFORE the window's end are read at all, so `later` names a task the
+ * query should not have returned and the bucketing refuses to count.
+ */
+export declare function crmDigestTaskState(dueAtMs: number, window: CrmDigestWindow): 'overdue' | 'today' | 'later';
+/**
+ * Whether a lead is one the digest should name: still `new` — which an
+ * absent status reads as, because the capture door stamps none — and first
+ * seen at least {@link CRM_DIGEST_LEAD_AGE_MS} ago.
+ */
+export declare function isUnworkedLead(lead: Pick<CrmLeadFields, 'status'> & {
+    firstSeenAtMs?: unknown;
+}, nowMs: number, ageMs?: number): boolean;
+/**
+ * Whether a lead is one the digest counts as being nurtured (AGL-3446):
+ * a sequence step or a campaign email has reached it and no person has
+ * engaged yet. The same age as an unworked lead, so the two figures are
+ * read over the same leads — the old ones that would otherwise be owed.
+ */
+export declare function isNurturingLead(lead: Pick<CrmLeadFields, 'status'> & {
+    firstSeenAtMs?: unknown;
+}, nowMs: number, ageMs?: number): boolean;
+/**
+ * Whether a lead is THIS member's to work: theirs by owner, or nobody's on
+ * a site they reach. An owned lead is one person's; an unowned one is on
+ * everybody's list until somebody takes it, which is what the digest is for.
+ */
+export declare function leadIsForMember(lead: Pick<CrmDigestLead, 'ownerUid' | 'hostId'>, member: {
+    uid: string;
+    reachesHost: (hostId: string) => boolean;
+}): boolean;
+/**
+ * Whether the org's plan carries the CRM (AGL-2611's `features.crm`).
+ *
+ * Read by key rather than through the typed flag map so this module does not
+ * depend on the key existing: the flag lands with the CRM's gate, and a
+ * plan that has not declared it is a plan that does not include it — a
+ * digest about a surface the plan cannot open would be a reminder to pay.
+ */
+export declare function crmDigestEntitled(features: Record<string, boolean | undefined> | null | undefined): boolean;
+/**
+ * Every member's digest, from what the org's sweep read.
+ *
+ * A task goes to its assignee and to nobody else — an unassigned task is a
+ * deliberate choice in the drawer, and an assignee no longer on the roster
+ * is a task nobody owes. A lead goes to its owner, or to every member who
+ * reaches the site when it has none. Members with nothing owed are simply
+ * absent from the result, which is what makes "per member with open work"
+ * cost nothing for everyone else — and a nurturing lead is not owed, so it
+ * joins a digest that exists and never starts one.
+ */
+export declare function buildMemberDigests(input: {
+    tasks: readonly CrmDigestTask[];
+    leads: readonly CrmDigestLead[];
+    nurturing?: readonly CrmDigestLead[];
+    members: ReadonlyArray<{
+        uid: string;
+        reachesHost: (hostId: string) => boolean;
+    }>;
+    window: CrmDigestWindow;
+}): Map<string, CrmMemberDigest>;
+export declare function crmDigestCounts(digest: CrmMemberDigest): CrmDigestCounts;
+/**
+ * The line that says the nurturing figure (AGL-3446), or empty when there
+ * is none: the leads the unworked list leaves out, and why.
+ */
+export declare function composeCrmDigestNurturingLine(counts: Pick<CrmDigestCounts, 'nurturing'>): string;
+/**
+ * The one line the notification is: "3 tasks due today, 2 overdue, 4
+ * unworked leads". Segments that are zero are left out rather than read as
+ * "0 overdue" — the line is what is owed, and nothing owed is no segment.
+ */
+export declare function composeCrmDigestSummary(counts: Pick<CrmDigestCounts, 'overdue' | 'today' | 'leads'>): string;
+/**
+ * The digest's subject. It names the workspace when it has one: the digest
+ * is sent per workspace, and a member of two would otherwise get two mails
+ * that read the same.
+ */
+export declare function composeCrmDigestSubject(counts: Pick<CrmDigestCounts, 'overdue' | 'today' | 'leads'>, workspaceName?: string): string;
+/** What the digest email needs from the route besides the digest itself. */
+export interface CrmDigestEmailInput {
+    digest: CrmMemberDigest;
+    nowMs: number;
+    timeZone: string;
+    /** The product name the mail reads as — the org's brand when white-labeled. */
+    productName: string;
+    /**
+     * The workspace the digest is for. The system email shows only the body,
+     * so the body names it: a member of two workspaces gets one digest each.
+     */
+    workspaceName?: string;
+    /** The Tasks section, on the site the member's first task belongs to. */
+    tasksUrl: string;
+    /** The Leads section of a site, for the sites that have unworked leads. */
+    leadsUrl: (hostId: string) => string;
+    /** Account settings → Notifications, where the digest can be switched off. */
+    settingsUrl: string;
+    /** A site's name for a lead line; the id when the site is unknown. */
+    hostName: (hostId: string) => string;
+    /** The brand's support line, already prefixed, or empty. */
+    supportLine?: string;
+    /**
+     * Leave out the closing paragraph and the support line (AGL-3367), for the
+     * copy that goes inside a system email: its footer says why the mail came
+     * and where to get help, and its body links the settings page.
+     */
+    omitClosing?: boolean;
+}
+/**
+ * The plain-text email. Text rather than a designed template because the
+ * body is a list, and `sendEmail` synthesizes the HTML part that makes its
+ * links live. Overdue first — it is the section a reader acts on — then
+ * today, then the leads, each capped and counted, and the links last.
+ */
+export declare function composeCrmDigestEmailText(input: CrmDigestEmailInput): string;

package/src/lib/model/crm-digest.js

@@ -0,0 +1,336 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * The daily CRM digest (AGL-2619): what one member is owed this morning,
+ * computed from the tasks and leads a scheduled route has read.
+ *
+ * "Overdue" and "due today" are read off the clock at read time by design
+ * (AGL-2599) — nothing stamps them — which is why nothing ever told anybody.
+ * The digest is the one reader that runs on a schedule: once a day it
+ * counts, per org and per member, the open tasks whose due date has passed
+ * or falls today and the leads nobody has worked, and says so once, in the
+ * console and by mail. Every judgment here is pure so the route that sends
+ * and the spec that proves it read the same arithmetic.
+ *
+ * ## Whose day
+ *
+ * A task's "today" on screen is the READER's calendar day, from their own
+ * clock. A server has no reader, so the digest reads the day in ONE zone —
+ * {@link CRM_DIGEST_DEFAULT_TIME_ZONE}, the zone the schedule was chosen for
+ * (08:00 there) — taken as a parameter so an org-level setting can supply
+ * its own the day one exists. The idempotence key is the UTC day
+ * ({@link utcDayKey}), which is a fact about the run and not about anybody's
+ * morning.
+ */ import { startOfNextZonedDay, startOfZonedDay } from "@aglyn/shared-util-timestamp/zoned-time";
+import { crmLeadStatus } from "@aglyn/aglyn/app-utils/crm";
+/**
+ * The zone the digest's "today" is read in when nothing else names one.
+ *
+ * The schedule fires at 13:00 UTC, which is 08:00 here, so the window this
+ * zone draws is the morning the mail arrives in for the people the product
+ * is built with. A member elsewhere reads a window that is at most a few
+ * hours off their own, which is what a morning summary can tolerate and a
+ * "due at 9:00" reminder could not — that reminder is the assignment
+ * notification's job, not this one's.
+ */ export const CRM_DIGEST_DEFAULT_TIME_ZONE = 'America/Chicago';
+/**
+ * The zone the digest's "today" is drawn in, and the zone every CRM mail
+ * and notification prints a task's time in.
+ *
+ * `CRM_DIGEST_TIME_ZONE` overrides the default for a self-hosted console
+ * whose team wakes up elsewhere; a value `Intl` does not know falls back to
+ * the default with a warning rather than throwing the whole run away.
+ */ export function digestTimeZone(env = process.env) {
+    var _env_CRM_DIGEST_TIME_ZONE;
+    const configured = String((_env_CRM_DIGEST_TIME_ZONE = env['CRM_DIGEST_TIME_ZONE']) != null ? _env_CRM_DIGEST_TIME_ZONE : '').trim();
+    if (!configured) return CRM_DIGEST_DEFAULT_TIME_ZONE;
+    try {
+        new Intl.DateTimeFormat('en-US', {
+            timeZone: configured
+        });
+        return configured;
+    } catch (unused) {
+        console.warn(`crm-daily-digest: CRM_DIGEST_TIME_ZONE "${configured}" is not a zone — ` + `using ${CRM_DIGEST_DEFAULT_TIME_ZONE}`);
+        return CRM_DIGEST_DEFAULT_TIME_ZONE;
+    }
+}
+/** How long a `new` lead may sit untouched before the digest names it. */ export const CRM_DIGEST_LEAD_AGE_MS = 2 * 24 * 60 * 60 * 1000;
+/**
+ * The most due tasks one org's sweep reads.
+ *
+ * One query per org, ordered soonest-due first, so an org with more than this
+ * many overdue-or-today tasks digests the oldest five hundred and reports the
+ * window as full rather than reading without bound. Five hundred is an org
+ * whose problem is not that nobody reminded them.
+ */ export const CRM_DIGEST_TASK_CEILING = 500;
+/**
+ * The most old leads one site's sweep reads.
+ *
+ * The same shape the Leads section uses, for the same reason it gives: a
+ * lead the capture door wrote carries no `status` field, and Firestore
+ * cannot select on a field's absence, so "unworked" is a filter over a
+ * loaded window rather than a query. The window is the newest old leads by
+ * first sighting, which is where the ones still worth a call are.
+ */ export const CRM_DIGEST_LEAD_WINDOW = 200;
+/** How many items one section of the email lists before "and N more". */ export const CRM_DIGEST_LIST_MAX = 10;
+/*==========================================
+ * CALENDAR DAYS IN A NAMED ZONE
+ *
+ * The zone math lives in `@aglyn/shared-util-timestamp/zoned-time`, where
+ * booking slots and sending windows read it as well; the digest route and
+ * its spec call it by the names below.
+ *=========================================*/ /** Midnight at the start of the calendar day `ms` falls in, in `timeZone`. */ export function startOfDayInZone(ms, timeZone) {
+    return startOfZonedDay(ms, timeZone);
+}
+/**
+ * Midnight at the start of the NEXT calendar day in `timeZone` — built from
+ * the calendar rather than by adding 24 hours, for the reason the tasks
+ * section gives: a day a clock change falls in is 23 or 25 hours long.
+ */ export function startOfNextDayInZone(ms, timeZone) {
+    return startOfNextZonedDay(ms, timeZone);
+}
+/** `YYYY-MM-DD` of the UTC day `ms` falls in — the digest's idempotence key. */ export function utcDayKey(ms) {
+    return new Date(ms).toISOString().slice(0, 10);
+}
+export function crmDigestWindow(nowMs, timeZone) {
+    return {
+        startMs: startOfDayInZone(nowMs, timeZone),
+        endMs: startOfNextDayInZone(nowMs, timeZone)
+    };
+}
+/**
+ * Where a due task stands against the digest's window. Only tasks due
+ * BEFORE the window's end are read at all, so `later` names a task the
+ * query should not have returned and the bucketing refuses to count.
+ */ export function crmDigestTaskState(dueAtMs, window) {
+    if (dueAtMs < window.startMs) return 'overdue';
+    if (dueAtMs < window.endMs) return 'today';
+    return 'later';
+}
+/**
+ * Whether a lead is one the digest should name: still `new` — which an
+ * absent status reads as, because the capture door stamps none — and first
+ * seen at least {@link CRM_DIGEST_LEAD_AGE_MS} ago.
+ */ export function isUnworkedLead(lead, nowMs, ageMs = CRM_DIGEST_LEAD_AGE_MS) {
+    if (crmLeadStatus(lead) !== 'new') return false;
+    return seenBefore(lead, nowMs - ageMs);
+}
+/**
+ * Whether a lead is one the digest counts as being nurtured (AGL-3446):
+ * a sequence step or a campaign email has reached it and no person has
+ * engaged yet. The same age as an unworked lead, so the two figures are
+ * read over the same leads — the old ones that would otherwise be owed.
+ */ export function isNurturingLead(lead, nowMs, ageMs = CRM_DIGEST_LEAD_AGE_MS) {
+    return crmLeadStatus(lead) === 'nurturing' && seenBefore(lead, nowMs - ageMs);
+}
+function seenBefore(lead, cutoffMs) {
+    const firstSeen = Number(lead.firstSeenAtMs);
+    return Number.isFinite(firstSeen) && firstSeen > 0 && firstSeen <= cutoffMs;
+}
+/**
+ * Whether a lead is THIS member's to work: theirs by owner, or nobody's on
+ * a site they reach. An owned lead is one person's; an unowned one is on
+ * everybody's list until somebody takes it, which is what the digest is for.
+ */ export function leadIsForMember(lead, member) {
+    if (lead.ownerUid) return lead.ownerUid === member.uid;
+    return member.reachesHost(lead.hostId);
+}
+/**
+ * Whether the org's plan carries the CRM (AGL-2611's `features.crm`).
+ *
+ * Read by key rather than through the typed flag map so this module does not
+ * depend on the key existing: the flag lands with the CRM's gate, and a
+ * plan that has not declared it is a plan that does not include it — a
+ * digest about a surface the plan cannot open would be a reminder to pay.
+ */ export function crmDigestEntitled(features) {
+    return (features == null ? void 0 : features['crm']) === true;
+}
+/**
+ * Every member's digest, from what the org's sweep read.
+ *
+ * A task goes to its assignee and to nobody else — an unassigned task is a
+ * deliberate choice in the drawer, and an assignee no longer on the roster
+ * is a task nobody owes. A lead goes to its owner, or to every member who
+ * reaches the site when it has none. Members with nothing owed are simply
+ * absent from the result, which is what makes "per member with open work"
+ * cost nothing for everyone else — and a nurturing lead is not owed, so it
+ * joins a digest that exists and never starts one.
+ */ export function buildMemberDigests(input) {
+    const { tasks, leads, nurturing = [], members, window } = input;
+    const digests = new Map();
+    const digestFor = (uid)=>{
+        let digest = digests.get(uid);
+        if (!digest) {
+            digest = {
+                overdue: [],
+                today: [],
+                leads: [],
+                nurturing: []
+            };
+            digests.set(uid, digest);
+        }
+        return digest;
+    };
+    const roster = new Map(members.map((member)=>[
+            member.uid,
+            member
+        ]));
+    for (const task of tasks){
+        if (!task.assigneeUid || !roster.has(task.assigneeUid)) continue;
+        const state = crmDigestTaskState(task.dueAtMs, window);
+        if (state === 'later') continue;
+        digestFor(task.assigneeUid)[state].push(task);
+    }
+    for (const lead of leads){
+        for (const member of members){
+            if (leadIsForMember(lead, member)) digestFor(member.uid).leads.push(lead);
+        }
+    }
+    for (const lead of nurturing){
+        for (const member of members){
+            const digest = digests.get(member.uid);
+            if (digest && leadIsForMember(lead, member)) digest.nurturing.push(lead);
+        }
+    }
+    for (const digest of digests.values()){
+        digest.overdue.sort((a, b)=>a.dueAtMs - b.dueAtMs);
+        digest.today.sort((a, b)=>a.dueAtMs - b.dueAtMs);
+        digest.leads.sort((a, b)=>a.firstSeenAtMs - b.firstSeenAtMs);
+    }
+    return digests;
+}
+export function crmDigestCounts(digest) {
+    return {
+        overdue: digest.overdue.length,
+        today: digest.today.length,
+        leads: digest.leads.length,
+        nurturing: digest.nurturing.length
+    };
+}
+/**
+ * The line that says the nurturing figure (AGL-3446), or empty when there
+ * is none: the leads the unworked list leaves out, and why.
+ */ export function composeCrmDigestNurturingLine(counts) {
+    if (counts.nurturing <= 0) return '';
+    return counts.nurturing === 1 ? '1 lead is in sequences or campaigns.' : `${counts.nurturing} leads are in sequences or campaigns.`;
+}
+const plural = (count, noun)=>`${count} ${noun}${count === 1 ? '' : 's'}`;
+/**
+ * The one line the notification is: "3 tasks due today, 2 overdue, 4
+ * unworked leads". Segments that are zero are left out rather than read as
+ * "0 overdue" — the line is what is owed, and nothing owed is no segment.
+ */ export function composeCrmDigestSummary(counts) {
+    const segments = [];
+    if (counts.today > 0) segments.push(`${plural(counts.today, 'task')} due today`);
+    if (counts.overdue > 0) {
+        segments.push(counts.today > 0 ? `${counts.overdue} overdue` : `${plural(counts.overdue, 'task')} overdue`);
+    }
+    if (counts.leads > 0) segments.push(`${plural(counts.leads, 'unworked lead')}`);
+    return segments.join(', ');
+}
+/**
+ * The digest's subject. It names the workspace when it has one: the digest
+ * is sent per workspace, and a member of two would otherwise get two mails
+ * that read the same.
+ */ export function composeCrmDigestSubject(counts, workspaceName) {
+    const workspace = workspaceName == null ? void 0 : workspaceName.trim();
+    return `Your ${workspace ? `${workspace} ` : ''}CRM today: ${composeCrmDigestSummary(counts)}`;
+}
+/** A task's due time, with the zone named: it is the digest's, not the reader's. */ function whenInZone(ms, timeZone) {
+    return new Date(ms).toLocaleString('en-US', {
+        timeZone,
+        weekday: 'short',
+        month: 'short',
+        day: 'numeric',
+        hour: 'numeric',
+        minute: '2-digit',
+        timeZoneName: 'short'
+    });
+}
+function dateInZone(ms, timeZone) {
+    return new Date(ms).toLocaleDateString('en-US', {
+        timeZone,
+        month: 'short',
+        day: 'numeric'
+    });
+}
+function section(heading, lines) {
+    const shown = lines.slice(0, CRM_DIGEST_LIST_MAX);
+    const rest = lines.length - shown.length;
+    return [
+        `${heading} (${lines.length})`,
+        ...shown.map((line)=>`- ${line}`),
+        ...rest > 0 ? [
+            `  and ${rest} more`
+        ] : [],
+        ''
+    ];
+}
+/**
+ * The plain-text email. Text rather than a designed template because the
+ * body is a list, and `sendEmail` synthesizes the HTML part that makes its
+ * links live. Overdue first — it is the section a reader acts on — then
+ * today, then the leads, each capped and counted, and the links last.
+ */ export function composeCrmDigestEmailText(input) {
+    var _input_supportLine;
+    var _input_workspaceName;
+    const { digest, nowMs, timeZone, productName } = input;
+    const counts = crmDigestCounts(digest);
+    const day = new Date(nowMs).toLocaleDateString('en-US', {
+        timeZone,
+        weekday: 'long',
+        month: 'long',
+        day: 'numeric'
+    });
+    const workspace = (_input_workspaceName = input.workspaceName) == null ? void 0 : _input_workspaceName.trim();
+    const lines = [
+        `Here is your ${productName} CRM${workspace ? ` in ${workspace}` : ''} for ${day}: ` + `${composeCrmDigestSummary(counts)}.`,
+        ''
+    ];
+    // A task's site, as the lead lines name theirs; an organization task
+    // (AGL-2637) has none.
+    const taskLine = (task)=>[
+            task.title,
+            task.hostId ? input.hostName(task.hostId) : '',
+            whenInZone(task.dueAtMs, timeZone)
+        ].filter(Boolean).join(' · ');
+    if (digest.overdue.length) {
+        lines.push(...section('Overdue', digest.overdue.map(taskLine)));
+    }
+    if (digest.today.length) {
+        lines.push(...section('Due today', digest.today.map(taskLine)));
+    }
+    if (digest.leads.length) {
+        lines.push(...section('Unworked leads', digest.leads.map((lead)=>{
+            const who = lead.name ? `${lead.name} <${lead.email}>` : lead.email;
+            return `${who} · ${input.hostName(lead.hostId)} · first seen ${dateInZone(lead.firstSeenAtMs, timeZone)}`;
+        })));
+    }
+    const nurturingLine = composeCrmDigestNurturingLine(counts);
+    if (nurturingLine) lines.push(nurturingLine, '');
+    if (counts.overdue + counts.today > 0) lines.push(`Open your tasks: ${input.tasksUrl}`);
+    const leadHosts = [
+        ...new Set(digest.leads.map((lead)=>lead.hostId))
+    ].slice(0, 3);
+    for (const hostId of leadHosts){
+        lines.push(`Leads on ${input.hostName(hostId)}: ${input.leadsUrl(hostId)}`);
+    }
+    if (input.omitClosing) return lines.join('\n').trimEnd();
+    lines.push('', 'You get this each morning because the Daily CRM digest is on in your ' + `notification settings: ${input.settingsUrl}`);
+    return lines.join('\n') + ((_input_supportLine = input.supportLine) != null ? _input_supportLine : '');
+}
+
+//# sourceMappingURL=crm-digest.js.map

package/src/lib/model/crm-digest.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-digest.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The daily CRM digest (AGL-2619): what one member is owed this morning,\n * computed from the tasks and leads a scheduled route has read.\n *\n * \"Overdue\" and \"due today\" are read off the clock at read time by design\n * (AGL-2599) — nothing stamps them — which is why nothing ever told anybody.\n * The digest is the one reader that runs on a schedule: once a day it\n * counts, per org and per member, the open tasks whose due date has passed\n * or falls today and the leads nobody has worked, and says so once, in the\n * console and by mail. Every judgment here is pure so the route that sends\n * and the spec that proves it read the same arithmetic.\n *\n * ## Whose day\n *\n * A task's \"today\" on screen is the READER's calendar day, from their own\n * clock. A server has no reader, so the digest reads the day in ONE zone —\n * {@link CRM_DIGEST_DEFAULT_TIME_ZONE}, the zone the schedule was chosen for\n * (08:00 there) — taken as a parameter so an org-level setting can supply\n * its own the day one exists. The idempotence key is the UTC day\n * ({@link utcDayKey}), which is a fact about the run and not about anybody's\n * morning.\n */\n\nimport {\n  startOfNextZonedDay,\n  startOfZonedDay,\n} from '@aglyn/shared-util-timestamp/zoned-time'\nimport { type CrmLeadFields, type CrmTask, crmLeadStatus } from '@aglyn/aglyn/app-utils/crm'\n\n/**\n * The zone the digest's \"today\" is read in when nothing else names one.\n *\n * The schedule fires at 13:00 UTC, which is 08:00 here, so the window this\n * zone draws is the morning the mail arrives in for the people the product\n * is built with. A member elsewhere reads a window that is at most a few\n * hours off their own, which is what a morning summary can tolerate and a\n * \"due at 9:00\" reminder could not — that reminder is the assignment\n * notification's job, not this one's.\n */\nexport const CRM_DIGEST_DEFAULT_TIME_ZONE = 'America/Chicago'\n\n/**\n * The zone the digest's \"today\" is drawn in, and the zone every CRM mail\n * and notification prints a task's time in.\n *\n * `CRM_DIGEST_TIME_ZONE` overrides the default for a self-hosted console\n * whose team wakes up elsewhere; a value `Intl` does not know falls back to\n * the default with a warning rather than throwing the whole run away.\n */\nexport function digestTimeZone(env: NodeJS.ProcessEnv = process.env): string {\n  const configured = String(env['CRM_DIGEST_TIME_ZONE'] ?? '').trim()\n  if (!configured) return CRM_DIGEST_DEFAULT_TIME_ZONE\n  try {\n    new Intl.DateTimeFormat('en-US', { timeZone: configured })\n    return configured\n  } catch {\n    console.warn(\n      `crm-daily-digest: CRM_DIGEST_TIME_ZONE \"${configured}\" is not a zone — ` +\n        `using ${CRM_DIGEST_DEFAULT_TIME_ZONE}`,\n    )\n    return CRM_DIGEST_DEFAULT_TIME_ZONE\n  }\n}\n\n/** How long a `new` lead may sit untouched before the digest names it. */\nexport const CRM_DIGEST_LEAD_AGE_MS = 2 * 24 * 60 * 60 * 1000\n\n/**\n * The most due tasks one org's sweep reads.\n *\n * One query per org, ordered soonest-due first, so an org with more than this\n * many overdue-or-today tasks digests the oldest five hundred and reports the\n * window as full rather than reading without bound. Five hundred is an org\n * whose problem is not that nobody reminded them.\n */\nexport const CRM_DIGEST_TASK_CEILING = 500\n\n/**\n * The most old leads one site's sweep reads.\n *\n * The same shape the Leads section uses, for the same reason it gives: a\n * lead the capture door wrote carries no `status` field, and Firestore\n * cannot select on a field's absence, so \"unworked\" is a filter over a\n * loaded window rather than a query. The window is the newest old leads by\n * first sighting, which is where the ones still worth a call are.\n */\nexport const CRM_DIGEST_LEAD_WINDOW = 200\n\n/** How many items one section of the email lists before \"and N more\". */\nexport const CRM_DIGEST_LIST_MAX = 10\n\n/*==========================================\n * CALENDAR DAYS IN A NAMED ZONE\n *\n * The zone math lives in `@aglyn/shared-util-timestamp/zoned-time`, where\n * booking slots and sending windows read it as well; the digest route and\n * its spec call it by the names below.\n *=========================================*/\n\n/** Midnight at the start of the calendar day `ms` falls in, in `timeZone`. */\nexport function startOfDayInZone(ms: number, timeZone: string): number {\n  return startOfZonedDay(ms, timeZone)\n}\n\n/**\n * Midnight at the start of the NEXT calendar day in `timeZone` — built from\n * the calendar rather than by adding 24 hours, for the reason the tasks\n * section gives: a day a clock change falls in is 23 or 25 hours long.\n */\nexport function startOfNextDayInZone(ms: number, timeZone: string): number {\n  return startOfNextZonedDay(ms, timeZone)\n}\n\n/** `YYYY-MM-DD` of the UTC day `ms` falls in — the digest's idempotence key. */\nexport function utcDayKey(ms: number): string {\n  return new Date(ms).toISOString().slice(0, 10)\n}\n\n/** The half-open window `[start of today, start of tomorrow)` in a zone. */\nexport interface CrmDigestWindow {\n  startMs: number\n  endMs: number\n}\n\nexport function crmDigestWindow(nowMs: number, timeZone: string): CrmDigestWindow {\n  return {\n    startMs: startOfDayInZone(nowMs, timeZone),\n    endMs: startOfNextDayInZone(nowMs, timeZone),\n  }\n}\n\n/*==========================================\n * WHAT A DIGEST IS MADE OF\n *=========================================*/\n\n/** A due task as the digest carries it: the fields a line and a link need. */\nexport interface CrmDigestTask\n  extends Pick<CrmTask, 'title' | 'kind' | 'contactId' | 'companyId' | 'dealId'> {\n  id: string\n  dueAtMs: number\n  assigneeUid: string\n  /** The site the task was created on — where its link opens. */\n  hostId: string\n}\n\n/** An unworked lead as the digest carries it. */\nexport interface CrmDigestLead {\n  id: string\n  hostId: string\n  email: string\n  name?: string\n  ownerUid?: string\n  firstSeenAtMs: number\n}\n\nexport interface CrmDigestCounts {\n  overdue: number\n  today: number\n  leads: number\n  /**\n   * The member's leads automated email is reaching (AGL-3446) — open, but\n   * not owed, so a figure the email states and never a reason to send one.\n   */\n  nurturing: number\n}\n\n/** One member's morning. */\nexport interface CrmMemberDigest {\n  overdue: CrmDigestTask[]\n  today: CrmDigestTask[]\n  leads: CrmDigestLead[]\n  /** Leads in `nurturing`, by the same owner-or-site rule as `leads`. */\n  nurturing: CrmDigestLead[]\n}\n\n/**\n * Where a due task stands against the digest's window. Only tasks due\n * BEFORE the window's end are read at all, so `later` names a task the\n * query should not have returned and the bucketing refuses to count.\n */\nexport function crmDigestTaskState(\n  dueAtMs: number,\n  window: CrmDigestWindow,\n): 'overdue' | 'today' | 'later' {\n  if (dueAtMs < window.startMs) return 'overdue'\n  if (dueAtMs < window.endMs) return 'today'\n  return 'later'\n}\n\n/**\n * Whether a lead is one the digest should name: still `new` — which an\n * absent status reads as, because the capture door stamps none — and first\n * seen at least {@link CRM_DIGEST_LEAD_AGE_MS} ago.\n */\nexport function isUnworkedLead(\n  lead: Pick<CrmLeadFields, 'status'> & { firstSeenAtMs?: unknown },\n  nowMs: number,\n  ageMs: number = CRM_DIGEST_LEAD_AGE_MS,\n): boolean {\n  if (crmLeadStatus(lead) !== 'new') return false\n  return seenBefore(lead, nowMs - ageMs)\n}\n\n/**\n * Whether a lead is one the digest counts as being nurtured (AGL-3446):\n * a sequence step or a campaign email has reached it and no person has\n * engaged yet. The same age as an unworked lead, so the two figures are\n * read over the same leads — the old ones that would otherwise be owed.\n */\nexport function isNurturingLead(\n  lead: Pick<CrmLeadFields, 'status'> & { firstSeenAtMs?: unknown },\n  nowMs: number,\n  ageMs: number = CRM_DIGEST_LEAD_AGE_MS,\n): boolean {\n  return crmLeadStatus(lead) === 'nurturing' && seenBefore(lead, nowMs - ageMs)\n}\n\nfunction seenBefore(lead: { firstSeenAtMs?: unknown }, cutoffMs: number): boolean {\n  const firstSeen = Number(lead.firstSeenAtMs)\n  return Number.isFinite(firstSeen) && firstSeen > 0 && firstSeen <= cutoffMs\n}\n\n/**\n * Whether a lead is THIS member's to work: theirs by owner, or nobody's on\n * a site they reach. An owned lead is one person's; an unowned one is on\n * everybody's list until somebody takes it, which is what the digest is for.\n */\nexport function leadIsForMember(\n  lead: Pick<CrmDigestLead, 'ownerUid' | 'hostId'>,\n  member: { uid: string; reachesHost: (hostId: string) => boolean },\n): boolean {\n  if (lead.ownerUid) return lead.ownerUid === member.uid\n  return member.reachesHost(lead.hostId)\n}\n\n/**\n * Whether the org's plan carries the CRM (AGL-2611's `features.crm`).\n *\n * Read by key rather than through the typed flag map so this module does not\n * depend on the key existing: the flag lands with the CRM's gate, and a\n * plan that has not declared it is a plan that does not include it — a\n * digest about a surface the plan cannot open would be a reminder to pay.\n */\nexport function crmDigestEntitled(\n  features: Record<string, boolean | undefined> | null | undefined,\n): boolean {\n  return features?.['crm'] === true\n}\n\n/**\n * Every member's digest, from what the org's sweep read.\n *\n * A task goes to its assignee and to nobody else — an unassigned task is a\n * deliberate choice in the drawer, and an assignee no longer on the roster\n * is a task nobody owes. A lead goes to its owner, or to every member who\n * reaches the site when it has none. Members with nothing owed are simply\n * absent from the result, which is what makes \"per member with open work\"\n * cost nothing for everyone else — and a nurturing lead is not owed, so it\n * joins a digest that exists and never starts one.\n */\nexport function buildMemberDigests(input: {\n  tasks: readonly CrmDigestTask[]\n  leads: readonly CrmDigestLead[]\n  nurturing?: readonly CrmDigestLead[]\n  members: ReadonlyArray<{ uid: string; reachesHost: (hostId: string) => boolean }>\n  window: CrmDigestWindow\n}): Map<string, CrmMemberDigest> {\n  const { tasks, leads, nurturing = [], members, window } = input\n  const digests = new Map<string, CrmMemberDigest>()\n  const digestFor = (uid: string): CrmMemberDigest => {\n    let digest = digests.get(uid)\n    if (!digest) {\n      digest = { overdue: [], today: [], leads: [], nurturing: [] }\n      digests.set(uid, digest)\n    }\n    return digest\n  }\n  const roster = new Map(members.map((member) => [member.uid, member]))\n  for (const task of tasks) {\n    if (!task.assigneeUid || !roster.has(task.assigneeUid)) continue\n    const state = crmDigestTaskState(task.dueAtMs, window)\n    if (state === 'later') continue\n    digestFor(task.assigneeUid)[state].push(task)\n  }\n  for (const lead of leads) {\n    for (const member of members) {\n      if (leadIsForMember(lead, member)) digestFor(member.uid).leads.push(lead)\n    }\n  }\n  for (const lead of nurturing) {\n    for (const member of members) {\n      const digest = digests.get(member.uid)\n      if (digest && leadIsForMember(lead, member)) digest.nurturing.push(lead)\n    }\n  }\n  for (const digest of digests.values()) {\n    digest.overdue.sort((a, b) => a.dueAtMs - b.dueAtMs)\n    digest.today.sort((a, b) => a.dueAtMs - b.dueAtMs)\n    digest.leads.sort((a, b) => a.firstSeenAtMs - b.firstSeenAtMs)\n  }\n  return digests\n}\n\nexport function crmDigestCounts(digest: CrmMemberDigest): CrmDigestCounts {\n  return {\n    overdue: digest.overdue.length,\n    today: digest.today.length,\n    leads: digest.leads.length,\n    nurturing: digest.nurturing.length,\n  }\n}\n\n/**\n * The line that says the nurturing figure (AGL-3446), or empty when there\n * is none: the leads the unworked list leaves out, and why.\n */\nexport function composeCrmDigestNurturingLine(counts: Pick<CrmDigestCounts, 'nurturing'>): string {\n  if (counts.nurturing <= 0) return ''\n  return counts.nurturing === 1\n    ? '1 lead is in sequences or campaigns.'\n    : `${counts.nurturing} leads are in sequences or campaigns.`\n}\n\nconst plural = (count: number, noun: string): string =>\n  `${count} ${noun}${count === 1 ? '' : 's'}`\n\n/**\n * The one line the notification is: \"3 tasks due today, 2 overdue, 4\n * unworked leads\". Segments that are zero are left out rather than read as\n * \"0 overdue\" — the line is what is owed, and nothing owed is no segment.\n */\nexport function composeCrmDigestSummary(\n  counts: Pick<CrmDigestCounts, 'overdue' | 'today' | 'leads'>,\n): string {\n  const segments: string[] = []\n  if (counts.today > 0) segments.push(`${plural(counts.today, 'task')} due today`)\n  if (counts.overdue > 0) {\n    segments.push(\n      counts.today > 0 ? `${counts.overdue} overdue` : `${plural(counts.overdue, 'task')} overdue`,\n    )\n  }\n  if (counts.leads > 0) segments.push(`${plural(counts.leads, 'unworked lead')}`)\n  return segments.join(', ')\n}\n\n/**\n * The digest's subject. It names the workspace when it has one: the digest\n * is sent per workspace, and a member of two would otherwise get two mails\n * that read the same.\n */\nexport function composeCrmDigestSubject(\n  counts: Pick<CrmDigestCounts, 'overdue' | 'today' | 'leads'>,\n  workspaceName?: string,\n): string {\n  const workspace = workspaceName?.trim()\n  return `Your ${workspace ? `${workspace} ` : ''}CRM today: ${composeCrmDigestSummary(counts)}`\n}\n\n/** What the digest email needs from the route besides the digest itself. */\nexport interface CrmDigestEmailInput {\n  digest: CrmMemberDigest\n  nowMs: number\n  timeZone: string\n  /** The product name the mail reads as — the org's brand when white-labeled. */\n  productName: string\n  /**\n   * The workspace the digest is for. The system email shows only the body,\n   * so the body names it: a member of two workspaces gets one digest each.\n   */\n  workspaceName?: string\n  /** The Tasks section, on the site the member's first task belongs to. */\n  tasksUrl: string\n  /** The Leads section of a site, for the sites that have unworked leads. */\n  leadsUrl: (hostId: string) => string\n  /** Account settings → Notifications, where the digest can be switched off. */\n  settingsUrl: string\n  /** A site's name for a lead line; the id when the site is unknown. */\n  hostName: (hostId: string) => string\n  /** The brand's support line, already prefixed, or empty. */\n  supportLine?: string\n  /**\n   * Leave out the closing paragraph and the support line (AGL-3367), for the\n   * copy that goes inside a system email: its footer says why the mail came\n   * and where to get help, and its body links the settings page.\n   */\n  omitClosing?: boolean\n}\n\n/** A task's due time, with the zone named: it is the digest's, not the reader's. */\nfunction whenInZone(ms: number, timeZone: string): string {\n  return new Date(ms).toLocaleString('en-US', {\n    timeZone,\n    weekday: 'short',\n    month: 'short',\n    day: 'numeric',\n    hour: 'numeric',\n    minute: '2-digit',\n    timeZoneName: 'short',\n  })\n}\n\nfunction dateInZone(ms: number, timeZone: string): string {\n  return new Date(ms).toLocaleDateString('en-US', {\n    timeZone,\n    month: 'short',\n    day: 'numeric',\n  })\n}\n\nfunction section(heading: string, lines: string[]): string[] {\n  const shown = lines.slice(0, CRM_DIGEST_LIST_MAX)\n  const rest = lines.length - shown.length\n  return [\n    `${heading} (${lines.length})`,\n    ...shown.map((line) => `- ${line}`),\n    ...(rest > 0 ? [`  and ${rest} more`] : []),\n    '',\n  ]\n}\n\n/**\n * The plain-text email. Text rather than a designed template because the\n * body is a list, and `sendEmail` synthesizes the HTML part that makes its\n * links live. Overdue first — it is the section a reader acts on — then\n * today, then the leads, each capped and counted, and the links last.\n */\nexport function composeCrmDigestEmailText(input: CrmDigestEmailInput): string {\n  const { digest, nowMs, timeZone, productName } = input\n  const counts = crmDigestCounts(digest)\n  const day = new Date(nowMs).toLocaleDateString('en-US', {\n    timeZone,\n    weekday: 'long',\n    month: 'long',\n    day: 'numeric',\n  })\n  const workspace = input.workspaceName?.trim()\n  const lines: string[] = [\n    `Here is your ${productName} CRM${workspace ? ` in ${workspace}` : ''} for ${day}: ` +\n      `${composeCrmDigestSummary(counts)}.`,\n    '',\n  ]\n  // A task's site, as the lead lines name theirs; an organization task\n  // (AGL-2637) has none.\n  const taskLine = (task: CrmDigestTask) =>\n    [task.title, task.hostId ? input.hostName(task.hostId) : '', whenInZone(task.dueAtMs, timeZone)]\n      .filter(Boolean)\n      .join(' · ')\n  if (digest.overdue.length) {\n    lines.push(...section('Overdue', digest.overdue.map(taskLine)))\n  }\n  if (digest.today.length) {\n    lines.push(...section('Due today', digest.today.map(taskLine)))\n  }\n  if (digest.leads.length) {\n    lines.push(\n      ...section(\n        'Unworked leads',\n        digest.leads.map((lead) => {\n          const who = lead.name ? `${lead.name} <${lead.email}>` : lead.email\n          return `${who} · ${input.hostName(lead.hostId)} · first seen ${dateInZone(\n            lead.firstSeenAtMs,\n            timeZone,\n          )}`\n        }),\n      ),\n    )\n  }\n  const nurturingLine = composeCrmDigestNurturingLine(counts)\n  if (nurturingLine) lines.push(nurturingLine, '')\n  if (counts.overdue + counts.today > 0) lines.push(`Open your tasks: ${input.tasksUrl}`)\n  const leadHosts = [...new Set(digest.leads.map((lead) => lead.hostId))].slice(0, 3)\n  for (const hostId of leadHosts) {\n    lines.push(`Leads on ${input.hostName(hostId)}: ${input.leadsUrl(hostId)}`)\n  }\n  if (input.omitClosing) return lines.join('\\n').trimEnd()\n  lines.push(\n    '',\n    'You get this each morning because the Daily CRM digest is on in your ' +\n      `notification settings: ${input.settingsUrl}`,\n  )\n  return lines.join('\\n') + (input.supportLine ?? 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package/src/lib/model/crm-import.d.ts

@@ -138,7 +138,13 @@ export declare function mapContactImportRow(cells: readonly string[], mapping: C
 /** Why one row was not stored. */
 export type ContactImportSkipReason = 'invalid-email' | 'duplicate' | 'audience-band'
 /** The person was erased from this workspace at their request (AGL-2623). */
- | 'erased' | 'write-failed';
+ | 'erased' | 'write-failed'
+/**
+ * The request ran out of time before it reached the row (AGL-3423). Nothing
+ * was written for it, and importing the skipped file again is safe: a row
+ * that did land merges into its record rather than creating a second one.
+ */
+ | 'not-reached';
 /** How a skip reason reads on screen and in the downloaded file. */
 export declare const CONTACT_IMPORT_SKIP_LABELS: Record<ContactImportSkipReason, string>;
 /** A cell the file carried that could not be read as the field it was mapped to. */

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

@@ -260,7 +260,8 @@ const CUSTOM_TEXT_MAX = 1000;
     duplicate: 'Appears earlier in the file',
     'audience-band': 'Contact limit reached',
     erased: 'Erased from this workspace at their request',
-    'write-failed': 'Could not be saved'
+    'write-failed': 'Could not be saved',
+    'not-reached': 'Not reached in time; import the skipped rows again'
 };
 /**
  * A tag cell as the tags it names.