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

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-sharing.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 * CRM SHARING FOR MULTI-BRAND ORGS (AGL-3336).\n *\n * An org manager shares a lead, a contact, a company or a deal with other\n * sites — by hand, from the record or a list's bulk bar, or by a SHARING\n * RULE that applies to every record it matches, now and later. The model is\n * Salesforce's three layers:\n *\n * 1. the org-wide default — the consent-group scope a record is captured\n *    with (`consentGroupScope`), untouched by anything here;\n * 2. sharing rules — `crm.sharingRules` on the org document;\n * 3. manual shares — per record, per target.\n *\n * ## One field is enforced, so one field is widened\n *\n * Both enforcement layers read `visibleTo`: the rules with `hasAny`, every\n * list with `array-contains-any`. A share therefore ADDS its tokens to\n * `visibleTo`, which is what puts the record on the target site's lists as a\n * real query — no second field, no second index, no loaded-window match.\n * `'org'` is the token for \"all sites\", and it covers a site created later\n * with nothing to recompute, because every site's read set carries it.\n *\n * ## …and the sources stay distinguishable\n *\n * The record keeps its grants under `sharing` (`SCOPE_GRANTS_FIELD` in\n * core): one grant per rule and one per hand-shared target, and `added`,\n * the tokens the grants put on `visibleTo` that were not there already.\n * The record's own scope — its HELD tokens — is `visibleTo` without\n * `added`, so taking a grant away removes only what grants alone\n * contributed, and never a consent-group token. A token a site later\n * captures the person on is held from then on: the capturing sites\n * (`hostId`, `capturedByHostIds`) are never counted as added.\n *\n * ## Visibility is not consent, and not write access\n *\n * Nothing here reads or writes a consent entry. A site a record is shared\n * with sees it; it holds no basis to market to the person, and the\n * audience paths read `heldByHost`, not `visibleTo`. Write access is its\n * own field, `writeTo`, present only on a shared record: the held tokens\n * and the tokens of grants whose access is `edit`. The Firestore rules and\n * the CRM's routes check it; a read-only grant is the default.\n */\n\nimport type { ScopeToken } from '@aglyn/aglyn'\nimport {\n  heldScopeTokens,\n  hostIdsFromScope,\n  hostScopeToken,\n  isScopeToken,\n  MAX_SCOPE_HOSTS,\n  ORG_SCOPE_TOKEN,\n  parseScopeToken,\n  SCOPE_GRANTS_FIELD,\n} from '@aglyn/aglyn/app-utils/scope-tokens'\n\n/*==========================================\n * WHAT IS SHARED.\n *=========================================*/\n\n/** The four record types a share or a rule applies to, by their collection. */\nexport const CRM_SHARING_OBJECTS = ['leads', 'contacts', 'companies', 'deals'] as const\nexport type CrmSharingObject = (typeof CRM_SHARING_OBJECTS)[number]\n\nexport function isCrmSharingObject(value: unknown): value is CrmSharingObject {\n  return (\n    typeof value === 'string' && (CRM_SHARING_OBJECTS as readonly string[]).includes(value)\n  )\n}\n\n/** How each object reads in a sentence. */\nexport const CRM_SHARING_OBJECT_LABELS: Readonly<\n  Record<CrmSharingObject, { one: string; many: string }>\n> = {\n  leads: { one: 'lead', many: 'Leads' },\n  contacts: { one: 'contact', many: 'Contacts' },\n  companies: { one: 'company', many: 'Companies' },\n  deals: { one: 'deal', many: 'Deals' },\n}\n\n/** What a target site may do with a shared record. Read-only unless a grant says edit. */\nexport type CrmShareAccess = 'read' | 'edit'\n\nexport function isCrmShareAccess(value: unknown): value is CrmShareAccess {\n  return value === 'read' || value === 'edit'\n}\n\n/** Where a grant came from. */\nexport type CrmShareSource = 'manual' | 'rule'\n\n/** One grant on one record. */\nexport interface CrmShareGrant {\n  source: CrmShareSource\n  /** The sites it shares with: `['org']` for all sites, else host tokens. */\n  tokens: ScopeToken[]\n  access: CrmShareAccess\n  /** The rule behind a `rule` grant. */\n  ruleId?: string\n  /** Who shared it by hand, as they were named at the time. */\n  byUid?: string\n  byName?: string\n  /** When the grant was made. */\n  atMs: number\n}\n\n/** `sharing` on a record — see the module note. */\nexport interface CrmRecordSharing {\n  /** Keyed by {@link manualGrantKey} or {@link ruleGrantKey}. */\n  grants: Record<string, CrmShareGrant>\n  /** Every token any grant names — the record's shares, however held. */\n  tokens: ScopeToken[]\n  /** The tokens the grants ADDED to `visibleTo` — see `heldScopeTokens`. */\n  added: ScopeToken[]\n  /** The rules holding a grant here, so a rule's removal can find its records. */\n  ruleIds: string[]\n  /**\n   * The held tokens of a record shared with all sites, and nothing\n   * otherwise. `array-contains` on it answers \"is this record shared with\n   * everyone AND held by site X\" — the one question `added` alone cannot,\n   * since a query takes a single array clause.\n   */\n  orgWideHeldBy: ScopeToken[]\n}\n\n/** The record field its grants live under — the core's name for it. */\nexport const CRM_SHARING_FIELD = SCOPE_GRANTS_FIELD\n\n/** The record field naming who may WRITE it, present only while it is shared. */\nexport const CRM_WRITE_SCOPE_FIELD = 'writeTo'\n\n/** The array field a rule's removal queries. */\nexport const CRM_SHARING_RULE_IDS_PATH = `${CRM_SHARING_FIELD}.ruleIds`\n\n/** A hand share is one grant per target, so each is unshared on its own. */\nexport function manualGrantKey(token: string): string {\n  const parsed = parseScopeToken(token)\n  if (!parsed) throw new Error(`not a scope token: ${token}`)\n  return parsed.kind === 'org' ? 'manual_org' : `manual_${parsed.hostId}`\n}\n\nexport function ruleGrantKey(ruleId: string): string {\n  return `rule_${ruleId}`\n}\n\nfunction tokenList(raw: unknown): ScopeToken[] {\n  if (!Array.isArray(raw)) return []\n  return [...new Set(raw.filter(isScopeToken))]\n}\n\nfunction readGrant(raw: unknown): CrmShareGrant | null {\n  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return null\n  const value = raw as Record<string, unknown>\n  const tokens = tokenList(value['tokens'])\n  if (!tokens.length) return null\n  const source = value['source'] === 'rule' ? 'rule' : value['source'] === 'manual' ? 'manual' : null\n  if (!source) return null\n  const ruleId = typeof value['ruleId'] === 'string' ? value['ruleId'] : ''\n  if (source === 'rule' && !ruleId) return null\n  const byUid = typeof value['byUid'] === 'string' ? value['byUid'] : ''\n  const byName = typeof value['byName'] === 'string' ? value['byName'] : ''\n  const atMs = typeof value['atMs'] === 'number' && Number.isFinite(value['atMs']) ? value['atMs'] : 0\n  return {\n    source,\n    tokens,\n    access: value['access'] === 'edit' ? 'edit' : 'read',\n    ...(ruleId ? { ruleId } : {}),\n    ...(byUid ? { byUid } : {}),\n    ...(byName ? { byName } : {}),\n    atMs,\n  }\n}\n\n/** A record's grants, cleaned; `{}` for a record never shared. */\nexport function readRecordGrants(\n  record: Readonly<Record<string, unknown>> | null | undefined,\n): Record<string, CrmShareGrant> {\n  const sharing = (record ?? {})[CRM_SHARING_FIELD]\n  if (!sharing || typeof sharing !== 'object' || Array.isArray(sharing)) return {}\n  const grants = (sharing as Record<string, unknown>)['grants']\n  if (!grants || typeof grants !== 'object' || Array.isArray(grants)) return {}\n  const out: Record<string, CrmShareGrant> = {}\n  for (const [key, raw] of Object.entries(grants as Record<string, unknown>)) {\n    const grant = readGrant(raw)\n    if (grant) out[key] = grant\n  }\n  return out\n}\n\n/*==========================================\n * THE PLAN: grants in, the three fields out.\n *=========================================*/\n\n/**\n * The sites that captured or created the record. Their tokens are HELD,\n * whatever `added` says: a person shared to site B and later captured on B\n * is B's own from then on, and unsharing must not hide them from B.\n */\nexport function recordHolderHostIds(record: Readonly<Record<string, unknown>>): string[] {\n  const ids = new Set<string>()\n  const hostId = record['hostId']\n  if (typeof hostId === 'string' && hostId) ids.add(hostId)\n  const captured = record['capturedByHostIds']\n  if (Array.isArray(captured)) {\n    for (const id of captured) if (typeof id === 'string' && id) ids.add(id)\n  }\n  return [...ids]\n}\n\n/**\n * The record's own scope: `visibleTo` less what grants added, its capturing\n * sites kept — the core's `heldScopeTokens`, as scope tokens.\n */\nexport function recordHeldScope(record: Readonly<Record<string, unknown>>): ScopeToken[] {\n  return tokenList(heldScopeTokens(record))\n}\n\nexport interface CrmSharingPlan {\n  visibleTo: ScopeToken[]\n  /** `null` removes the field: an unshared record writes by `visibleTo`. */\n  writeTo: ScopeToken[] | null\n  /** `null` removes the field. */\n  sharing: CrmRecordSharing | null\n}\n\n/**\n * The fields a record carries under `grants`.\n *\n * A grant naming a token the record already holds adds nothing, and a\n * record held org-wide adds nothing at all — every site sees it already, so\n * a share there would only make a later unshare look like it hid something.\n * The token order is the held scope first and the additions after it, so an\n * unchanged record plans the `visibleTo` it has.\n */\nexport function planRecordSharing(\n  record: Readonly<Record<string, unknown>>,\n  grants: Readonly<Record<string, CrmShareGrant>>,\n): CrmSharingPlan {\n  const held = recordHeldScope(record)\n  const entries = Object.entries(grants)\n  if (!entries.length) return { visibleTo: held, writeTo: null, sharing: null }\n  const heldSet = new Set<string>(held)\n  const heldOrgWide = heldSet.has(ORG_SCOPE_TOKEN)\n  const tokens: ScopeToken[] = []\n  const editTokens: ScopeToken[] = []\n  const ruleIds: string[] = []\n  for (const [, grant] of entries.sort(([a], [b]) => (a < b ? -1 : a > b ? 1 : 0))) {\n    for (const token of grant.tokens) {\n      if (!tokens.includes(token)) tokens.push(token)\n      if (grant.access === 'edit' && !editTokens.includes(token)) editTokens.push(token)\n    }\n    if (grant.source === 'rule' && grant.ruleId && !ruleIds.includes(grant.ruleId)) {\n      ruleIds.push(grant.ruleId)\n    }\n  }\n  const added = heldOrgWide ? [] : tokens.filter((token) => !heldSet.has(token))\n  const writeTo = [...held]\n  for (const token of editTokens) if (!writeTo.includes(token)) writeTo.push(token)\n  return {\n    visibleTo: [...held, ...added],\n    writeTo,\n    sharing: {\n      grants: Object.fromEntries(entries),\n      tokens,\n      added,\n      ruleIds,\n      orgWideHeldBy: added.includes(ORG_SCOPE_TOKEN) ? [...held] : [],\n    },\n  }\n}\n\nconst sameList = (a: readonly unknown[] | null | undefined, b: readonly unknown[] | null | undefined) =>\n  (a ?? null) === null\n    ? (b ?? null) === null\n    : (b ?? null) !== null && a!.length === b!.length && a!.every((entry, at) => entry === b![at])\n\nconst sameGrant = (a: CrmShareGrant | undefined, b: CrmShareGrant | undefined) =>\n  !!a &&\n  !!b &&\n  a.source === b.source &&\n  a.access === b.access &&\n  (a.ruleId ?? '') === (b.ruleId ?? '') &&\n  (a.byUid ?? '') === (b.byUid ?? '') &&\n  (a.byName ?? '') === (b.byName ?? '') &&\n  a.atMs === b.atMs &&\n  sameList(a.tokens, b.tokens)\n\n/** Whether writing `plan` would change what the record stores. */\nexport function sharingPlanChanges(\n  record: Readonly<Record<string, unknown>>,\n  plan: CrmSharingPlan,\n): boolean {\n  if (!sameList(tokenList(record['visibleTo']), plan.visibleTo)) return true\n  const storedWrite = record[CRM_WRITE_SCOPE_FIELD]\n  if (!sameList(Array.isArray(storedWrite) ? tokenList(storedWrite) : null, plan.writeTo)) return true\n  const stored = record[CRM_SHARING_FIELD]\n  if (!plan.sharing) return stored !== undefined && stored !== null\n  const grants = readRecordGrants(record)\n  const keys = Object.keys(plan.sharing.grants)\n  if (keys.length !== Object.keys(grants).length) return true\n  if (!keys.every((key) => sameGrant(grants[key], plan.sharing!.grants[key]))) return true\n  const sharing = (stored ?? {}) as Record<string, unknown>\n  return (\n    !sameList(tokenList(sharing['tokens']), plan.sharing.tokens) ||\n    !sameList(tokenList(sharing['added']), plan.sharing.added) ||\n    !sameList(\n      Array.isArray(sharing['ruleIds']) ? (sharing['ruleIds'] as unknown[]) : [],\n      plan.sharing.ruleIds,\n    ) ||\n    !sameList(tokenList(sharing['orgWideHeldBy']), plan.sharing.orgWideHeldBy)\n  )\n}\n\n/*==========================================\n * SHARING RULES: `crm.sharingRules` on the org document.\n *=========================================*/\n\n/** The org document path the rules are stored under. */\nexport const CRM_SHARING_RULES_PATH = 'crm.sharingRules'\n\n/** A workspace keeps at most this many. */\nexport const CRM_SHARING_RULES_MAX = 20\n\n/** At most this many values per criterion. */\nexport const CRM_SHARING_CRITERION_MAX = 20\n\n/**\n * Which records a rule matches, beyond the object and the capturing site.\n * AND across the keys, OR within one; an absent or empty key matches\n * everything.\n */\nexport interface CrmSharingCriteria {\n  /** A lead's or a contact's lead source, by label. */\n  leadSources?: string[]\n  /** Any of these tags (lead, contact, company). */\n  tags?: string[]\n  /** Filed under any of these campaigns (lead, contact). */\n  campaignIds?: string[]\n  /** A lead's status, a contact's lifecycle stage, or a deal's stage id. */\n  stages?: string[]\n  /** Owned by any of these members. */\n  ownerUids?: string[]\n}\n\nexport const CRM_SHARING_CRITERIA_KEYS = [\n  'leadSources',\n  'tags',\n  'campaignIds',\n  'stages',\n  'ownerUids',\n] as const satisfies readonly (keyof CrmSharingCriteria)[]\n\n/** Which criteria an object's records can answer. */\nexport const CRM_SHARING_CRITERIA_FOR: Readonly<\n  Record<CrmSharingObject, readonly (keyof CrmSharingCriteria)[]>\n> = {\n  leads: ['leadSources', 'tags', 'campaignIds', 'stages', 'ownerUids'],\n  contacts: ['leadSources', 'tags', 'campaignIds', 'stages', 'ownerUids'],\n  companies: ['tags', 'ownerUids'],\n  deals: ['stages', 'ownerUids'],\n}\n\n/** Where a rule's recompute stands. */\nexport interface CrmSharingRuleRun {\n  status: 'running' | 'done' | 'failed'\n  /** What the run does: apply the rule everywhere, or take it away. */\n  mode: 'apply' | 'remove'\n  /** Records examined. */\n  processed: number\n  /** Records whose sharing changed. */\n  changed: number\n  /** The last record id an `apply` run examined, to continue after. */\n  cursor?: string | null\n  startedAtMs: number\n  finishedAtMs?: number\n  error?: string\n}\n\nexport interface CrmSharingRule {\n  id: string\n  name: string\n  object: CrmSharingObject\n  /** Off keeps the rule and takes away what it granted. */\n  enabled: boolean\n  /** Records captured or created on any of these sites; empty is every site. */\n  sourceHostIds: string[]\n  criteria: CrmSharingCriteria\n  /** `['org']` for all sites, including sites added later; else host tokens. */\n  targets: ScopeToken[]\n  access: CrmShareAccess\n  /** Being deleted: its grants are being removed, and it matches nothing. */\n  deleting?: boolean\n  createdByUid?: string\n  createdAtMs: number\n  updatedAtMs: number\n  run?: CrmSharingRuleRun\n}\n\nconst RULE_ID = /^[A-Za-z0-9_-]{1,64}$/\n\nfunction stringList(raw: unknown, max = CRM_SHARING_CRITERION_MAX): string[] {\n  if (!Array.isArray(raw)) return []\n  const out: string[] = []\n  for (const entry of raw) {\n    const value = String(entry ?? '').trim().slice(0, 200)\n    if (value && !out.includes(value)) out.push(value)\n    if (out.length >= max) break\n  }\n  return out\n}\n\n/** One rule as stored, cleaned, or null when it cannot be applied. */\nexport function readCrmSharingRule(raw: unknown): CrmSharingRule | null {\n  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return null\n  const value = raw as Record<string, unknown>\n  const id = String(value['id'] ?? '')\n  if (!RULE_ID.test(id)) return null\n  if (!isCrmSharingObject(value['object'])) return null\n  const targets = normalizeShareTargets(tokenList(value['targets']))\n  if (!targets) return null\n  const rawCriteria = (value['criteria'] ?? {}) as Record<string, unknown>\n  const criteria: CrmSharingCriteria = {}\n  for (const key of CRM_SHARING_CRITERIA_FOR[value['object']]) {\n    const list = stringList(rawCriteria[key])\n    if (list.length) criteria[key] = key === 'tags' ? list.map((tag) => tag.toLowerCase()) : list\n  }\n  const run = value['run'] as Record<string, unknown> | undefined\n  return {\n    id,\n    name: String(value['name'] ?? '').trim().slice(0, 120) || 'Sharing rule',\n    object: value['object'],\n    enabled: value['enabled'] !== false,\n    sourceHostIds: stringList(value['sourceHostIds'], MAX_SCOPE_HOSTS),\n    criteria,\n    targets,\n    access: value['access'] === 'edit' ? 'edit' : 'read',\n    ...(value['deleting'] === true ? { deleting: true } : {}),\n    ...(typeof value['createdByUid'] === 'string' ? { createdByUid: value['createdByUid'] } : {}),\n    createdAtMs: Number(value['createdAtMs']) || 0,\n    updatedAtMs: Number(value['updatedAtMs']) || 0,\n    ...(run && typeof run === 'object'\n      ? {\n          run: {\n            status:\n              run['status'] === 'done' || run['status'] === 'failed' ? run['status'] : 'running',\n            mode: run['mode'] === 'remove' ? 'remove' : 'apply',\n            processed: Number(run['processed']) || 0,\n            changed: Number(run['changed']) || 0,\n            cursor: typeof run['cursor'] === 'string' ? run['cursor'] : null,\n            startedAtMs: Number(run['startedAtMs']) || 0,\n            ...(typeof run['finishedAtMs'] === 'number' ? { finishedAtMs: run['finishedAtMs'] } : {}),\n            ...(typeof run['error'] === 'string' ? { error: run['error'] } : {}),\n          },\n        }\n      : {}),\n  }\n}\n\n/** The org's sharing rules, in their stored order. */\nexport function readCrmSharingRules(\n  org: Readonly<Record<string, unknown>> | null | undefined,\n): CrmSharingRule[] {\n  const crm = (org ?? {})['crm']\n  const raw =\n    crm && typeof crm === 'object' && !Array.isArray(crm)\n      ? (crm as Record<string, unknown>)['sharingRules']\n      : undefined\n  if (!Array.isArray(raw)) return []\n  const out: CrmSharingRule[] = []\n  for (const entry of raw) {\n    const rule = readCrmSharingRule(entry)\n    if (rule && !out.some((existing) => existing.id === rule.id)) out.push(rule)\n  }\n  return out\n}\n\n/** The rules that grant anything now: enabled, and not being deleted. */\nexport function activeSharingRules(\n  rules: readonly CrmSharingRule[],\n  object?: CrmSharingObject,\n): CrmSharingRule[] {\n  return rules.filter(\n    (rule) => rule.enabled && !rule.deleting && (!object || rule.object === object),\n  )\n}\n\n/**\n * A share's targets, cleaned for storage: `['org']` when all sites are\n * named, else the host tokens, capped. `null` when nothing is left.\n */\nexport function normalizeShareTargets(tokens: readonly string[]): ScopeToken[] | null {\n  const clean = tokenList(tokens)\n  if (!clean.length) return null\n  if (clean.includes(ORG_SCOPE_TOKEN)) return [ORG_SCOPE_TOKEN]\n  if (clean.length > MAX_SCOPE_HOSTS) return null\n  return clean\n}\n\n/** Targets from a request: `'all'`, or a list of host ids. */\nexport function shareTargetsFrom(input: unknown): ScopeToken[] | null {\n  if (input === 'all') return [ORG_SCOPE_TOKEN]\n  if (!Array.isArray(input)) return null\n  return normalizeShareTargets(\n    input\n      .map((id) => String(id ?? '').trim())\n      .filter((id) => id && !id.includes('/') && !id.includes(':'))\n      .map(hostScopeToken),\n  )\n}\n\n/*==========================================\n * WHAT A RULE READS OFF A RECORD.\n *=========================================*/\n\nexport interface CrmSharingFacts {\n  hostIds: string[]\n  leadSources: string[]\n  tags: string[]\n  campaignIds: string[]\n  stages: string[]\n  ownerUids: string[]\n}\n\nconst str = (value: unknown): string => (typeof value === 'string' ? value.trim() : '')\nconst strs = (value: unknown): string[] =>\n  Array.isArray(value) ? value.map(str).filter(Boolean) : []\n\n/**\n * The facts a rule's criteria are matched against. A contact keeps each\n * holder's working fields in its own facet, so a contact answers with the\n * union of its facets: a rule about \"contacts tagged vip\" matches a person\n * any holder tagged.\n */\nexport function crmSharingFacts(\n  object: CrmSharingObject,\n  record: Readonly<Record<string, unknown>>,\n): CrmSharingFacts {\n  const facts: CrmSharingFacts = {\n    hostIds: recordHolderHostIds(record),\n    leadSources: [],\n    tags: [],\n    campaignIds: [],\n    stages: [],\n    ownerUids: [],\n  }\n  const take = (source: Readonly<Record<string, unknown>>, stageField: string | null) => {\n    const leadSource = str(source['leadSource'])\n    if (leadSource) facts.leadSources.push(leadSource)\n    facts.tags.push(...strs(source['tags']).map((tag) => tag.toLowerCase()))\n    facts.campaignIds.push(...strs(source['campaignIds']))\n    const stage = stageField ? str(source[stageField]) : ''\n    if (stage) facts.stages.push(stage)\n    const owner = str(source['ownerUid'])\n    if (owner) facts.ownerUids.push(owner)\n  }\n  if (object === 'leads') take(record, 'status')\n  else if (object === 'companies') take(record, null)\n  else if (object === 'deals') take(record, 'stageId')\n  else {\n    const facets = record['facets']\n    if (facets && typeof facets === 'object' && !Array.isArray(facets)) {\n      for (const facet of Object.values(facets as Record<string, unknown>)) {\n        if (facet && typeof facet === 'object' && !Array.isArray(facet)) {\n          take(facet as Record<string, unknown>, 'lifecycleStage')\n        }\n      }\n    }\n  }\n  // A lead with no status is New, as every lead reader answers it.\n  if (object === 'leads' && !facts.stages.length) facts.stages.push('new')\n  return facts\n}\n\nconst anyOf = (wanted: readonly string[] | undefined, have: readonly string[], fold = false) => {\n  if (!wanted?.length) return true\n  const set = new Set(fold ? have.map((value) => value.toLowerCase()) : have)\n  return wanted.some((value) => set.has(fold ? value.toLowerCase() : value))\n}\n\n/** Whether a rule shares this record. */\nexport function crmSharingRuleMatches(\n  rule: CrmSharingRule,\n  object: CrmSharingObject,\n  record: Readonly<Record<string, unknown>>,\n): boolean {\n  if (!rule.enabled || rule.deleting || rule.object !== object) return false\n  const facts = crmSharingFacts(object, record)\n  if (rule.sourceHostIds.length && !facts.hostIds.some((id) => rule.sourceHostIds.includes(id))) {\n    return false\n  }\n  const { criteria } = rule\n  return (\n    anyOf(criteria.leadSources, facts.leadSources, true) &&\n    anyOf(criteria.tags, facts.tags, true) &&\n    anyOf(criteria.campaignIds, facts.campaignIds) &&\n    anyOf(criteria.stages, facts.stages) &&\n    anyOf(criteria.ownerUids, facts.ownerUids)\n  )\n}\n\n/**\n * The grants a record should carry: its hand shares as they are, and one\n * grant per active rule that matches it now. A rule grant already present\n * keeps its date, so re-evaluating an unchanged record writes nothing.\n *\n * A rule grant whose rule is not among `rules` is dropped — the caller\n * passes every active rule of the org, so a rule absent from them has been\n * switched off or deleted.\n */\nexport function evaluateRecordGrants(\n  object: CrmSharingObject,\n  record: Readonly<Record<string, unknown>>,\n  rules: readonly CrmSharingRule[],\n  atMs: number,\n): Record<string, CrmShareGrant> {\n  const current = readRecordGrants(record)\n  const next: Record<string, CrmShareGrant> = {}\n  for (const [key, grant] of Object.entries(current)) {\n    if (grant.source === 'manual') next[key] = grant\n  }\n  for (const rule of activeSharingRules(rules, object)) {\n    if (!crmSharingRuleMatches(rule, object, record)) continue\n    const key = ruleGrantKey(rule.id)\n    const before = current[key]\n    next[key] = {\n      source: 'rule',\n      ruleId: rule.id,\n      tokens: [...rule.targets],\n      access: rule.access,\n      atMs: before && sameList(before.tokens, rule.targets) && before.access === rule.access\n        ? before.atMs\n        : atMs,\n    }\n  }\n  return next\n}\n\n/** The hand shares after sharing with `targets`, by `by`. */\nexport function withManualShares(\n  grants: Readonly<Record<string, CrmShareGrant>>,\n  targets: readonly ScopeToken[],\n  access: CrmShareAccess,\n  by: { uid: string; name?: string | null },\n  atMs: number,\n): Record<string, CrmShareGrant> {\n  const next = { ...grants }\n  for (const token of targets) {\n    const name = String(by.name ?? '').trim()\n    next[manualGrantKey(token)] = {\n      source: 'manual',\n      tokens: [token],\n      access,\n      byUid: by.uid,\n      ...(name ? { byName: name } : {}),\n      atMs,\n    }\n  }\n  return next\n}\n\n/** The hand shares after unsharing `targets`. Rule grants are the rule's to take away. */\nexport function withoutManualShares(\n  grants: Readonly<Record<string, CrmShareGrant>>,\n  targets: readonly string[],\n): Record<string, CrmShareGrant> {\n  const drop = new Set(targets.filter(isScopeToken).map(manualGrantKey))\n  return Object.fromEntries(Object.entries(grants).filter(([key]) => !drop.has(key)))\n}\n\n/*==========================================\n * WHAT A READER SEES.\n *=========================================*/\n\n/**\n * Whether a caller holding `tokens` may write the record: `writeTo` on a\n * shared record, else `visibleTo` — the Firestore rules' own predicate.\n */\nexport function crmRecordWritableBy(\n  record: Readonly<Record<string, unknown>>,\n  tokens: readonly string[],\n): boolean {\n  const writeTo = record[CRM_WRITE_SCOPE_FIELD]\n  const scope = Array.isArray(writeTo) ? writeTo : record['visibleTo']\n  if (!Array.isArray(scope) || !tokens.length) return false\n  return scope.some((token) => tokens.includes(token as string))\n}\n\n/** How a record reached a site that sees it only through a share. */\nexport interface CrmShareChip {\n  source: CrmShareSource\n  access: CrmShareAccess\n  /** The member who shared it by hand. */\n  byName?: string\n  /** The rule that shared it. */\n  ruleId?: string\n  /** Shared with every site. */\n  allSites: boolean\n}\n\n/**\n * Why a site seeing this record sees it, when the answer is a share — or\n * `null` when the site holds it (or cannot see it at all). `hostIds` are\n * the viewing group's sites; at the organization level there is none.\n */\nexport function crmShareChipFor(\n  record: Readonly<Record<string, unknown>> | null | undefined,\n  hostIds: readonly string[],\n): CrmShareChip | null {\n  if (!record || !hostIds.length) return null\n  const held = recordHeldScope(record)\n  if (held.includes(ORG_SCOPE_TOKEN)) return null\n  const viewing = new Set(hostIds.map(hostScopeToken))\n  if (held.some((token) => viewing.has(token))) return null\n  const grants = Object.values(readRecordGrants(record))\n  const reaching = grants.filter((grant) =>\n    grant.tokens.some((token) => token === ORG_SCOPE_TOKEN || viewing.has(token)),\n  )\n  if (!reaching.length) return null\n  // A hand share names a person, so it leads; an edit grant outranks read.\n  const pick =\n    reaching.find((grant) => grant.source === 'manual' && grant.access === 'edit') ??\n    reaching.find((grant) => grant.source === 'manual') ??\n    reaching.find((grant) => grant.access === 'edit') ??\n    reaching[0]\n  return {\n    source: pick.source,\n    access: reaching.some((grant) => grant.access === 'edit') ? 'edit' : 'read',\n    ...(pick.byName ? { byName: pick.byName } : {}),\n    ...(pick.ruleId ? { ruleId: pick.ruleId } : {}),\n    allSites: pick.tokens.includes(ORG_SCOPE_TOKEN),\n  }\n}\n\n/** The chip's words: \"Shared by Dana\", \"Shared by rule Brand A leads\". */\nexport function crmShareChipLabel(\n  chip: CrmShareChip,\n  rules: readonly Pick<CrmSharingRule, 'id' | 'name'>[] = [],\n): string {\n  if (chip.source === 'manual') return chip.byName ? `Shared by ${chip.byName}` : 'Shared by hand'\n  const rule = rules.find((entry) => entry.id === chip.ruleId)\n  return rule ? `Shared by rule ${rule.name}` : 'Shared by a rule'\n}\n\n/** One line of a record's Sharing card. */\nexport type CrmSharingLine =\n  | { kind: 'held'; hostIds: string[]; allSites: boolean }\n  | {\n      kind: 'manual'\n      key: string\n      token: ScopeToken\n      access: CrmShareAccess\n      byName?: string\n      atMs: number\n    }\n  | { kind: 'rule'; key: string; ruleId: string; tokens: ScopeToken[]; access: CrmShareAccess; atMs: number }\n\n/**\n * Where a record is visible and why: the sites that hold it (its consent\n * group or its creating site), then one line per hand share, then one per\n * rule. The held line is never unsharable; a hand share is, in one click.\n */\nexport function describeRecordSharing(\n  record: Readonly<Record<string, unknown>> | null | undefined,\n): CrmSharingLine[] {\n  if (!record) return []\n  const held = recordHeldScope(record)\n  const lines: CrmSharingLine[] = [\n    { kind: 'held', hostIds: hostIdsFromScope(held), allSites: held.includes(ORG_SCOPE_TOKEN) },\n  ]\n  const grants = Object.entries(readRecordGrants(record))\n  for (const [key, grant] of grants) {\n    if (grant.source !== 'manual') continue\n    lines.push({\n      kind: 'manual',\n      key,\n      token: grant.tokens[0],\n      access: grant.access,\n      ...(grant.byName ? { byName: grant.byName } : {}),\n      atMs: grant.atMs,\n    })\n  }\n  for (const [key, grant] of grants) {\n    if (grant.source !== 'rule' || !grant.ruleId) continue\n    lines.push({\n      kind: 'rule',\n      key,\n      ruleId: grant.ruleId,\n      tokens: grant.tokens,\n      access: grant.access,\n      atMs: grant.atMs,\n    })\n  }\n  return lines\n}\n\n/** \"All sites\", a site's name, or \"N sites\". */\nexport function describeShareTargets(\n  tokens: readonly string[],\n  siteName: (hostId: string) => string,\n): string {\n  if (tokens.includes(ORG_SCOPE_TOKEN)) return 'All sites'\n  const ids = hostIdsFromScope(tokens)\n  if (ids.length === 1) return siteName(ids[0])\n  if (ids.length <= 3) return ids.map(siteName).join(', ')\n  return `${ids.length} sites`\n}\n\n/** A rule as one sentence of its \"which records\" half. */\nexport function describeSharingRuleScope(\n  rule: Pick<CrmSharingRule, 'object' | 'sourceHostIds' | 'criteria'>,\n  siteName: (hostId: string) => string,\n  labels: { owner?: (uid: string) => string; stage?: (id: string) => string } = {},\n): string {\n  const parts: string[] = [CRM_SHARING_OBJECT_LABELS[rule.object].many]\n  if (rule.sourceHostIds.length) {\n    parts.push(`captured on ${rule.sourceHostIds.map(siteName).join(' or ')}`)\n  }\n  const { criteria } = rule\n  if (criteria.leadSources?.length) parts.push(`from ${criteria.leadSources.join(' or ')}`)\n  if (criteria.tags?.length) parts.push(`tagged ${criteria.tags.join(' or ')}`)\n  if (criteria.campaignIds?.length) {\n    parts.push(`in ${criteria.campaignIds.length === 1 ? 'a campaign' : `${criteria.campaignIds.length} campaigns`}`)\n  }\n  if (criteria.stages?.length) {\n    parts.push(`at ${criteria.stages.map((id) => labels.stage?.(id) ?? id).join(' or ')}`)\n  }\n  if (criteria.ownerUids?.length) {\n    parts.push(`owned by ${criteria.ownerUids.map((uid) => labels.owner?.(uid) ?? uid).join(' or ')}`)\n  }\n  return parts.join(', ')\n}\n\n/*==========================================\n * THE ROUTE.\n *=========================================*/\n\n/** `POST /api/crm/sharing` — every sharing act, by `action`. */\nexport const CRM_SHARING_ROUTE = 'crm/sharing' as const\n\nexport const crmSharingRouteUrl = (): string => `/api/${CRM_SHARING_ROUTE}`\n\n/** Records one share or unshare may name. */\nexport const CRM_SHARING_IDS_MAX = 200\n\nexport type CrmSharingAction =\n  | 'sites'\n  | 'share'\n  | 'unshare'\n  | 'evaluate'\n  | 'rule-save'\n  | 'rule-delete'\n  | 'rule-continue'\n\nexport interface CrmSharingSite {\n  id: string\n  name: string\n}\n\nexport interface CrmSharingResponse {\n  ok: true\n  /** `sites`: the org's sites, by name. */\n  sites?: CrmSharingSite[]\n  /** `share`/`unshare`/`evaluate`: records whose sharing changed. */\n  changed?: number\n  /** Records named that could not be found. */\n  missing?: number\n  /** The rule a rule action saved or ran. */\n  rule?: CrmSharingRule | null\n  /** Whether a rule run has more to do (`rule-continue` again). */\n  more?: 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package/src/lib/model/deals-csv.d.ts

@@ -29,4 +29,4 @@
  * There is no deals import, so the header is free to read well; it stays
  * in the table's column order so the file and the screen agree.
  */
-export { csvAmount, csvInstant, DEAL_CSV_COLUMNS, dealsCsv, type DealCsvOptions, type DealCsvRow, } from '@aglyn/aglyn';
+export { csvAmount, csvInstant, DEAL_CSV_COLUMNS, dealsCsv, type DealCsvOptions, type DealCsvRow, } from './crm-csv';

package/src/lib/model/deals-csv.js

@@ -28,10 +28,9 @@
  * There is no deals import, so the header is free to read well; it stays
  * in the table's column order so the file and the screen agree.
  */ /*
- * The columns and the cells moved to `@aglyn/aglyn` under AGL-2662 so the
- * server's whole-collection export can write the same file: the console
- * app may not import a feature plugin, and one feature must not have two
- * file formats. This module keeps its name and its callers.
- */ export { csvAmount, csvInstant, DEAL_CSV_COLUMNS, dealsCsv } from "@aglyn/aglyn";
+ * The columns and the cells are `crm-csv.ts`, which the server's
+ * whole-collection export writes too (AGL-2662): one feature, one file
+ * format. This module keeps its name and its callers.
+ */ export { csvAmount, csvInstant, DEAL_CSV_COLUMNS, dealsCsv } from "./crm-csv.js";
 
 //# sourceMappingURL=deals-csv.js.map

package/src/lib/model/deals-csv.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deals-csv.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 deals CSV — one file from the table's Export button and the bulk\n * bar's (AGL-2621).\n *\n * A deal names its stage, its owner, its contact and its company by id, and\n * an id is nothing a spreadsheet can read: the stage and the pipeline are\n * written by NAME, resolved through the caller's pipelines, the owner by\n * address, and the contact and the company by the names the deal already\n * carries as captions. The amount is written in major units (`1250.00`),\n * with the currency beside it, because a column of cents is a column\n * somebody will sum wrongly.\n *\n * There is no deals import, so the header is free to read well; it stays\n * in the table's column order so the file and the screen agree.\n */\n\n/*\n * The columns and the cells moved to `@aglyn/aglyn` under AGL-2662 so the\n * server's whole-collection export can write the same file: the console\n * app may not import a feature plugin, and one feature must not have two\n * file formats. This module keeps its name and its callers.\n */\nexport {\n  csvAmount,\n  csvInstant,\n  DEAL_CSV_COLUMNS,\n  dealsCsv,\n  type DealCsvOptions,\n  type DealCsvRow,\n} from '@aglyn/aglyn'\n"],"names":["csvAmount","csvInstant","DEAL_CSV_COLUMNS","dealsCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;CAcC,GAED;;;;;CAKC,GACD,SACEA,SAAS,EACTC,UAAU,EACVC,gBAAgB,EAChBC,QAAQ,QAGH,eAAc"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deals-csv.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 deals CSV — one file from the table's Export button and the bulk\n * bar's (AGL-2621).\n *\n * A deal names its stage, its owner, its contact and its company by id, and\n * an id is nothing a spreadsheet can read: the stage and the pipeline are\n * written by NAME, resolved through the caller's pipelines, the owner by\n * address, and the contact and the company by the names the deal already\n * carries as captions. The amount is written in major units (`1250.00`),\n * with the currency beside it, because a column of cents is a column\n * somebody will sum wrongly.\n *\n * There is no deals import, so the header is free to read well; it stays\n * in the table's column order so the file and the screen agree.\n */\n\n/*\n * The columns and the cells are `crm-csv.ts`, which the server's\n * whole-collection export writes too (AGL-2662): one feature, one file\n * format. This module keeps its name and its callers.\n */\nexport {\n  csvAmount,\n  csvInstant,\n  DEAL_CSV_COLUMNS,\n  dealsCsv,\n  type DealCsvOptions,\n  type DealCsvRow,\n} from './crm-csv'\n"],"names":["csvAmount","csvInstant","DEAL_CSV_COLUMNS","dealsCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;CAcC,GAED;;;;CAIC,GACD,SACEA,SAAS,EACTC,UAAU,EACVC,gBAAgB,EAChBC,QAAQ,QAGH,eAAW"}

package/src/lib/model/lead-filters.d.ts

@@ -23,7 +23,8 @@ import { type CrmClauseAsked } from './crm-list-query';
 /**
  * What the Leads section's `Show` control offers (AGL-2608): the two
  * aggregate views and each status on its own. `open` is the default — the
- * list opens on the work — asked of the query as `status in [new, working]`,
+ * list opens on the work — asked of the query as
+ * `status in [new, nurturing, working]`,
  * which every lead answers because every lead writer stores a status, `new`
  * for one nobody has touched (`crmLeadListFields`, AGL-3321).
  */
@@ -50,14 +51,14 @@ export declare const LEAD_SOURCE_FILTER_NONE = "\0none";
 export declare const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[];
 /** What each filter field reads as on a chip. */
 export declare const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>>;
-/** The choices for Status: Open (new or working) and each status on its own. */
+/** The choices for Status: Open (new, nurturing or working) and each status on its own. */
 export declare const LEAD_STATUS_FILTER_OPTIONS: {
-    value: "new" | "working" | "qualified" | "unqualified" | "open";
+    value: "new" | "nurturing" | "working" | "qualified" | "unqualified" | "open";
     label: string;
 }[];
 /** The choices for Email: every verdict, plus the two aggregates. */
 export declare const LEAD_EMAIL_FILTER_OPTIONS: {
-    value: "none" | "bounced" | "complained" | "ok" | "blocked" | "undeliverable" | "unsubscribed" | "do_not_contact" | "problem";
+    value: "none" | "ok" | "bounced" | "complained" | "blocked" | "undeliverable" | "unsubscribed" | "do_not_contact" | "problem";
     label: string;
 }[];
 /**

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

@@ -14,13 +14,14 @@ 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, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey } from "@aglyn/aglyn";
+ */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey } from "@aglyn/aglyn";
 import { SCOPED_SEARCH_JOIN } from "@aglyn/aglyn/app-utils/name-search";
 import { listSelectCodec } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
 import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues, crmSelectField } from "./crm-list-query.js";
 export const LEAD_FILTERS = [
     'open',
     'new',
+    'nurturing',
     'working',
     'qualified',
     'unqualified',
@@ -30,6 +31,7 @@ export const LEAD_FILTER_LABELS = {
     open: 'Open',
     all: 'All',
     new: CRM_LEAD_STATUS_LABELS.new,
+    nurturing: CRM_LEAD_STATUS_LABELS.nurturing,
     working: CRM_LEAD_STATUS_LABELS.working,
     qualified: CRM_LEAD_STATUS_LABELS.qualified,
     unqualified: CRM_LEAD_STATUS_LABELS.unqualified
@@ -117,9 +119,9 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
     leadSource: 'Lead source',
     campaignIds: 'Campaign'
 };
-/** The choices for Status: Open (new or working) and each status on its own. */ export const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter((option)=>option !== 'all').map((option)=>({
+/** The choices for Status: Open (new, nurturing or working) and each status on its own. */ export const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter((option)=>option !== 'all').map((option)=>({
         value: option,
-        label: option === 'open' ? 'Open (new or working)' : LEAD_FILTER_LABELS[option]
+        label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option]
     }));
 /** The choices for Email: every verdict, plus the two aggregates. */ export const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter((option)=>option !== 'any').map((option)=>({
         value: option,
@@ -207,7 +209,7 @@ const STATUS_ALL = {
  * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):
  *
  *   status       `status`, stored `new` on a lead nobody has touched, so
- *                Open is `status in [new, working]`
+ *                Open is `status in [new, nurturing, working]`
  *   emailState   `emailStatus`, the verdict's status or `none`; "Cannot be
  *                emailed" is every verdict but `ok`
  *   leadSource   `leadSourceKey`, the label as the picklist compares it, or
@@ -304,7 +306,7 @@ const ORG_READER = {
             {
                 const statuses = [];
                 for (const value of values){
-                    if (value === 'open') statuses.push('new', 'working');
+                    if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES);
                     else if (CRM_LEAD_STATUSES.includes(value)) statuses.push(value);
                     else return {
                         refused: `${value} is not a lead status`

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  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_STATUSES,\n  type EmailStateStatus,\n  type CrmLeadStatus,\n  crmLeadSourceKey,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\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 — asked of the query as `status in [new, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\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/**\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/**\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 GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n]\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  campaignIds: 'Campaign',\n}\n\n/** The choices for Status: Open (new or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   ownerUid     as stored\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push('new', 'working')\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'campaignIds': {\n      if (values.length !== 1) return { refused: 'pick one campaign' }\n      if (!reader.scopeTokens) return { field: 'campaignIds', op: 'contains', value: values[0] }\n      if (!reader.foldsScope) {\n        return {\n          refused:\n            'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it',\n        }\n      }\n      return {\n        field: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n        op: 'isAnyOf',\n        value: reader.scopeTokens.map((token) => `${token}${SCOPED_SEARCH_JOIN}${values[0]}`).join(','),\n      }\n    }\n    default:\n      return { refused: 'this list does not filter by that' }\n  }\n}\n\n/**\n * The query shape the Leads list can send beyond its own declaration, for\n * the index pin (AGL-3321): a collaborator's address prefix beside the\n * equalities they may set.\n */\nexport function leadIndexShapes(): ListQueryDeclaration[] {\n  const equalities = LEAD_QUERY_FIELDS.filter((field) => !field.tokensPath)\n  return [{ fields: [LEAD_PREFIX_SEARCH.field, ...equalities], sorts: [] 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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  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_STATUSES,\n  type EmailStateStatus,\n  type CrmLeadStatus,\n  crmLeadSourceKey,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\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 — asked of the query as\n * `status in [new, nurturing, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'nurturing',\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  nurturing: CRM_LEAD_STATUS_LABELS.nurturing,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\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/**\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 GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n]\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  campaignIds: 'Campaign',\n}\n\n/** The choices for Status: Open (new, nurturing or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, nurturing, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   ownerUid     as stored\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES)\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'campaignIds': {\n      if (values.length !== 1) return { refused: 'pick one campaign' }\n      if (!reader.scopeTokens) return { field: 'campaignIds', op: 'contains', value: values[0] }\n      if (!reader.foldsScope) {\n        return {\n          refused:\n            'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it',\n        }\n      }\n      return {\n        field: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n        op: 'isAnyOf',\n        value: reader.scopeTokens.map((token) => `${token}${SCOPED_SEARCH_JOIN}${values[0]}`).join(','),\n      }\n    }\n    default:\n      return { refused: 'this list does not filter by that' }\n  }\n}\n\n/**\n * The query shape the Leads list can send beyond its own declaration, for\n * the index pin (AGL-3321): a collaborator's address prefix beside the\n * equalities they may set.\n */\nexport function leadIndexShapes(): ListQueryDeclaration[] {\n  const equalities = LEAD_QUERY_FIELDS.filter((field) => !field.tokensPath)\n  return [{ fields: [LEAD_PREFIX_SEARCH.field, ...equalities], sorts: [] 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package/src/lib/model/leads-csv.d.ts

@@ -37,4 +37,4 @@
  * capture door's own record (the sources, the two timestamps, the capture
  * count) and the conversion's stamp on "Do not import".
  */
-export { LEAD_CSV_COLUMNS, leadCsvHeader, leadsCsv, type LeadCsvOptions, type LeadCsvRow, } from '@aglyn/aglyn';
+export { LEAD_CSV_COLUMNS, leadCsvHeader, leadsCsv, type LeadCsvOptions, type LeadCsvRow, } from './crm-csv';

package/src/lib/model/leads-csv.js

@@ -35,6 +35,6 @@
  * name, and the team's status, owner, reason and notes — and leaves the
  * capture door's own record (the sources, the two timestamps, the capture
  * count) and the conversion's stamp on "Do not import".
- */ /* The writer moved to `@aglyn/aglyn` under AGL-2662 — see `deals-csv.ts`. */ export { LEAD_CSV_COLUMNS, leadCsvHeader, leadsCsv } from "@aglyn/aglyn";
+ */ /* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */ export { LEAD_CSV_COLUMNS, leadCsvHeader, leadsCsv } from "./crm-csv.js";
 
 //# sourceMappingURL=leads-csv.js.map

package/src/lib/model/leads-csv.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/leads-csv.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 leads CSV — one file from the Leads section's Export button and the\n * bulk bar's (AGL-2662).\n *\n * A lead is a capture the CRM has annotated: what the door wrote (the\n * address, the name, every surface that met the person, when, how often)\n * and what the team wrote on top (a status, an owner, a reason, notes).\n * The file carries both. The status is written by its LABEL and an absent\n * one as `New`, the way the list reads it, and the owner by ADDRESS rather\n * than uid, the way every other CRM file writes one. The sources are joined\n * with `|` as the contacts file joins its multi-valued cells.\n *\n * At the organization level the same file gains a `Site` column, because a\n * row there is some site's lead and the file must say which; under a site\n * every row is the site's own and the column is not written.\n *\n * The header is written to READ well rather than to round-trip, and the\n * import (`lead-import-drawer.tsx`) is built to that header rather than the\n * other way round: it maps the columns a file may set — the address, the\n * name, and the team's status, owner, reason and notes — and leaves the\n * capture door's own record (the sources, the two timestamps, the capture\n * count) and the conversion's stamp on \"Do not import\".\n */\n\n/* The writer moved to `@aglyn/aglyn` under AGL-2662 — see `deals-csv.ts`. */\nexport {\n  LEAD_CSV_COLUMNS,\n  leadCsvHeader,\n  leadsCsv,\n  type LeadCsvOptions,\n  type LeadCsvRow,\n} from '@aglyn/aglyn'\n"],"names":["LEAD_CSV_COLUMNS","leadCsvHeader","leadsCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GAED,2EAA2E,GAC3E,SACEA,gBAAgB,EAChBC,aAAa,EACbC,QAAQ,QAGH,eAAc"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/leads-csv.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 leads CSV — one file from the Leads section's Export button and the\n * bulk bar's (AGL-2662).\n *\n * A lead is a capture the CRM has annotated: what the door wrote (the\n * address, the name, every surface that met the person, when, how often)\n * and what the team wrote on top (a status, an owner, a reason, notes).\n * The file carries both. The status is written by its LABEL and an absent\n * one as `New`, the way the list reads it, and the owner by ADDRESS rather\n * than uid, the way every other CRM file writes one. The sources are joined\n * with `|` as the contacts file joins its multi-valued cells.\n *\n * At the organization level the same file gains a `Site` column, because a\n * row there is some site's lead and the file must say which; under a site\n * every row is the site's own and the column is not written.\n *\n * The header is written to READ well rather than to round-trip, and the\n * import (`lead-import-drawer.tsx`) is built to that header rather than the\n * other way round: it maps the columns a file may set — the address, the\n * name, and the team's status, owner, reason and notes — and leaves the\n * capture door's own record (the sources, the two timestamps, the capture\n * count) and the conversion's stamp on \"Do not import\".\n */\n\n/* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */\nexport {\n  LEAD_CSV_COLUMNS,\n  leadCsvHeader,\n  leadsCsv,\n  type LeadCsvOptions,\n  type LeadCsvRow,\n} from './crm-csv'\n"],"names":["LEAD_CSV_COLUMNS","leadCsvHeader","leadsCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GAED,qFAAqF,GACrF,SACEA,gBAAgB,EAChBC,aAAa,EACbC,QAAQ,QAGH,eAAW"}

package/src/lib/model/tasks-csv.d.ts

@@ -25,4 +25,4 @@
  * at nine in the assignee's zone — so it is written as an ISO timestamp,
  * and a spreadsheet renders it in whatever zone it is opened in.
  */
-export { TASK_CSV_COLUMNS, tasksCsv, type TaskCsvOptions, type TaskCsvRow, } from '@aglyn/aglyn';
+export { TASK_CSV_COLUMNS, tasksCsv, type TaskCsvOptions, type TaskCsvRow, } from './crm-csv';

package/src/lib/model/tasks-csv.js

@@ -23,6 +23,6 @@
  * for the same reason. A due date is an INSTANT — a task due at nine is due
  * at nine in the assignee's zone — so it is written as an ISO timestamp,
  * and a spreadsheet renders it in whatever zone it is opened in.
- */ /* The writer moved to `@aglyn/aglyn` under AGL-2662 — see `deals-csv.ts`. */ export { TASK_CSV_COLUMNS, tasksCsv } from "@aglyn/aglyn";
+ */ /* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */ export { TASK_CSV_COLUMNS, tasksCsv } from "./crm-csv.js";
 
 //# sourceMappingURL=tasks-csv.js.map

package/src/lib/model/tasks-csv.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/tasks-csv.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 tasks CSV — one file from the section's Export button and the bulk\n * bar's (AGL-2621).\n *\n * A task hangs off a contact, a company or a deal by id; the file names\n * each by the name the list already resolved for the row, so a spreadsheet\n * reads \"Acme\" and not a document id. The assignee is written by address\n * for the same reason. A due date is an INSTANT — a task due at nine is due\n * at nine in the assignee's zone — so it is written as an ISO timestamp,\n * and a spreadsheet renders it in whatever zone it is opened in.\n */\n\n/* The writer moved to `@aglyn/aglyn` under AGL-2662 — see `deals-csv.ts`. */\nexport {\n  TASK_CSV_COLUMNS,\n  tasksCsv,\n  type TaskCsvOptions,\n  type TaskCsvRow,\n} from '@aglyn/aglyn'\n"],"names":["TASK_CSV_COLUMNS","tasksCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;CAUC,GAED,2EAA2E,GAC3E,SACEA,gBAAgB,EAChBC,QAAQ,QAGH,eAAc"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/tasks-csv.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 tasks CSV — one file from the section's Export button and the bulk\n * bar's (AGL-2621).\n *\n * A task hangs off a contact, a company or a deal by id; the file names\n * each by the name the list already resolved for the row, so a spreadsheet\n * reads \"Acme\" and not a document id. The assignee is written by address\n * for the same reason. A due date is an INSTANT — a task due at nine is due\n * at nine in the assignee's zone — so it is written as an ISO timestamp,\n * and a spreadsheet renders it in whatever zone it is opened in.\n */\n\n/* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */\nexport {\n  TASK_CSV_COLUMNS,\n  tasksCsv,\n  type TaskCsvOptions,\n  type TaskCsvRow,\n} from './crm-csv'\n"],"names":["TASK_CSV_COLUMNS","tasksCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;CAUC,GAED,qFAAqF,GACrF,SACEA,gBAAgB,EAChBC,QAAQ,QAGH,eAAW"}

package/src/lib/plan-entitlements.d.ts

@@ -0,0 +1,75 @@
+/**
+ * @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 { OrgPlan } from '@aglyn/aglyn/foundation/definitions/org-billing.types';
+import type { PluginPlanEntitlementsDeclaration } from '@aglyn/aglyn/plugin-manager/plugin-plan-entitlements';
+/**
+ * THE CRM'S PLAN BAND (AGL-3080): the one-to-one email pace each plan
+ * includes. Compiled into core's `PLAN_ENTITLEMENTS` by the manifest
+ * generator (`register.planEntitlements`); this is where the figure is
+ * written, beside the reasoning that sized it.
+ */
+declare module '@aglyn/aglyn/plugin-manager/plugin-entitlement-keys' {
+    interface PluginEntitlementQuotas {
+        /**
+         * One-to-one emails a workspace may send from CRM records per UTC day —
+         * the message a rep writes to one person from their contact page, as
+         * against a campaign (`emailSendsPerMonth`) or transactional mail.
+         *
+         * A HARD cap on every tier and a daily one, because it is the only send
+         * class a person can produce by hand at volume: a campaign is one act
+         * over a metered audience, and a receipt follows an order somebody paid
+         * for, but a rep with a template and a list can put a thousand messages
+         * onto the platform's sending reputation in an afternoon. The day
+         * boundary is what makes the cap a pace rather than a wall — tomorrow the
+         * count is zero again — and the number is sized so that every tier holds
+         * its margin with the whole day spent, which is the arithmetic the Drive
+         * pricing decision of 2026-09-05 records. `checkCrmEmailQuota` reads it;
+         * the counter it is enforced against is
+         * `orgs/{orgId}/crmEmailUsage/{day}`.
+         *
+         * Every send still counts on the org's `emailSends` cost meter, like any
+         * other message the provider charged for. 0 on Free, which has no CRM,
+         * and finite on every paid tier, Enterprise's 2,000 included.
+         *
+         * ## This ladder and `emailSendsPerMonth` are NOT the same ladder
+         *
+         * They answer to different principles, deliberately, and a tier's two
+         * numbers are not expected to look like each other. `emailSendsPerMonth`
+         * is sized against SHARED-DOMAIN REPUTATION: campaign mail is bulk on a
+         * pool every tier without its own verified sending domain rides under
+         * `p=reject`, so what one workspace sends is a cost every other workspace
+         * pays. This one is sized against COGS SHARE: one-to-one mail is a
+         * per-tier margin question, which is why it is a daily pace rather than a
+         * monthly band.
+         *
+         * The two are far apart at the entry tier — a band of 0 beside a real
+         * daily allowance — and that reads as an inconsistency until the
+         * principles are named. It is not one. One-to-one mail is addressed to a
+         * single person, usually inside a relationship the recipient started, and
+         * it reaches the provider through a per-user pace limit, both suppression
+         * lists, a `declined` consent basis as a hard stop, and an atomic daily
+         * reservation. Complaint rates on it are structurally unlike bulk.
+         * Reconciling the two ladders would price a reply to one customer as
+         * though it carried a campaign's reputation risk.
+         */
+        crmEmailsPerDay?: number;
+    }
+}
+/** The one-to-one emails each plan may send a UTC day — see the key's docblock. */
+export declare const CRM_EMAILS_PER_DAY_BY_PLAN: Readonly<Record<OrgPlan, number>>;
+/** The CRM's plan figures, for the manifest generator. */
+export declare function crmPlanEntitlements(): PluginPlanEntitlementsDeclaration;

package/src/lib/plan-entitlements.js

@@ -0,0 +1,56 @@
+/**
+ * @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.
+ */ // Types only: the manifest generator loads this module on its own to compile
+// the plan figures, so nothing here may reach a core module at runtime.
+/** The one-to-one emails each plan may send a UTC day — see the key's docblock. */ export const CRM_EMAILS_PER_DAY_BY_PLAN = {
+    // No one-to-one email on Free, which has no CRM: the send lives on a
+    // record's page, and Free opens no record. Zero here is what
+    // `checkCrmEmailQuota` refuses against, so a per-org grant of
+    // `features.crm` alone still sends nothing until the band is raised with
+    // it.
+    free: 0,
+    // One-to-one email from a CRM record, per UTC day (AGL-2611). A hard daily
+    // pace rather than a monthly meter, sized so the whole day spent at $0.0009
+    // a message leaves the tier's CRM axis inside the 20% cost share the Drive
+    // pricing decision of 2026-09-05 sets. 50 a day is $1.35 a month against a
+    // $16 annual price. Every send still lands on the `emailSends` cost meter
+    // beside the transactional mail this tier already sends.
+    starter: 50,
+    pro: 150,
+    business: 200,
+    scale: 300,
+    advanced: 500,
+    agency: 1000,
+    // Finite like the campaign allowance beside it, and for the same reason
+    // one-to-one mail is capped on every other tier: a rep with a template and
+    // a list can put thousands of messages onto the platform's sending
+    // reputation in an afternoon. A negotiated agreement whose reps need more
+    // than 2,000 a day says so, and the override is what carries it.
+    enterprise: 2000
+};
+/** The CRM's plan figures, for the manifest generator. */ export function crmPlanEntitlements() {
+    return {
+        quotas: [
+            {
+                key: 'crmEmailsPerDay',
+                label: 'One-to-one emails / day',
+                byPlan: CRM_EMAILS_PER_DAY_BY_PLAN
+            }
+        ]
+    };
+}
+
+//# sourceMappingURL=plan-entitlements.js.map

package/src/lib/plan-entitlements.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/plan-entitlements.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// Types only: the manifest generator loads this module on its own to compile\n// the plan figures, so nothing here may reach a core module at runtime.\nimport type { OrgPlan } from '@aglyn/aglyn/foundation/definitions/org-billing.types'\nimport type { PluginPlanEntitlementsDeclaration } from '@aglyn/aglyn/plugin-manager/plugin-plan-entitlements'\n\n/**\n * THE CRM'S PLAN BAND (AGL-3080): the one-to-one email pace each plan\n * includes. Compiled into core's `PLAN_ENTITLEMENTS` by the manifest\n * generator (`register.planEntitlements`); this is where the figure is\n * written, beside the reasoning that sized it.\n */\ndeclare module '@aglyn/aglyn/plugin-manager/plugin-entitlement-keys' {\n  interface PluginEntitlementQuotas {\n    /**\n     * One-to-one emails a workspace may send from CRM records per UTC day —\n     * the message a rep writes to one person from their contact page, as\n     * against a campaign (`emailSendsPerMonth`) or transactional mail.\n     *\n     * A HARD cap on every tier and a daily one, because it is the only send\n     * class a person can produce by hand at volume: a campaign is one act\n     * over a metered audience, and a receipt follows an order somebody paid\n     * for, but a rep with a template and a list can put a thousand messages\n     * onto the platform's sending reputation in an afternoon. The day\n     * boundary is what makes the cap a pace rather than a wall — tomorrow the\n     * count is zero again — and the number is sized so that every tier holds\n     * its margin with the whole day spent, which is the arithmetic the Drive\n     * pricing decision of 2026-09-05 records. `checkCrmEmailQuota` reads it;\n     * the counter it is enforced against is\n     * `orgs/{orgId}/crmEmailUsage/{day}`.\n     *\n     * Every send still counts on the org's `emailSends` cost meter, like any\n     * other message the provider charged for. 0 on Free, which has no CRM,\n     * and finite on every paid tier, Enterprise's 2,000 included.\n     *\n     * ## This ladder and `emailSendsPerMonth` are NOT the same ladder\n     *\n     * They answer to different principles, deliberately, and a tier's two\n     * numbers are not expected to look like each other. `emailSendsPerMonth`\n     * is sized against SHARED-DOMAIN REPUTATION: campaign mail is bulk on a\n     * pool every tier without its own verified sending domain rides under\n     * `p=reject`, so what one workspace sends is a cost every other workspace\n     * pays. This one is sized against COGS SHARE: one-to-one mail is a\n     * per-tier margin question, which is why it is a daily pace rather than a\n     * monthly band.\n     *\n     * The two are far apart at the entry tier — a band of 0 beside a real\n     * daily allowance — and that reads as an inconsistency until the\n     * principles are named. It is not one. One-to-one mail is addressed to a\n     * single person, usually inside a relationship the recipient started, and\n     * it reaches the provider through a per-user pace limit, both suppression\n     * lists, a `declined` consent basis as a hard stop, and an atomic daily\n     * reservation. Complaint rates on it are structurally unlike bulk.\n     * Reconciling the two ladders would price a reply to one customer as\n     * though it carried a campaign's reputation risk.\n     */\n    crmEmailsPerDay?: number\n  }\n}\n\n/** The one-to-one emails each plan may send a UTC day — see the key's docblock. */\nexport const CRM_EMAILS_PER_DAY_BY_PLAN: Readonly<Record<OrgPlan, number>> = {\n  // No one-to-one email on Free, which has no CRM: the send lives on a\n  // record's page, and Free opens no record. Zero here is what\n  // `checkCrmEmailQuota` refuses against, so a per-org grant of\n  // `features.crm` alone still sends nothing until the band is raised with\n  // it.\n  free: 0,\n  // One-to-one email from a CRM record, per UTC day (AGL-2611). A hard daily\n  // pace rather than a monthly meter, sized so the whole day spent at $0.0009\n  // a message leaves the tier's CRM axis inside the 20% cost share the Drive\n  // pricing decision of 2026-09-05 sets. 50 a day is $1.35 a month against a\n  // $16 annual price. Every send still lands on the `emailSends` cost meter\n  // beside the transactional mail this tier already sends.\n  starter: 50,\n  pro: 150,\n  business: 200,\n  scale: 300,\n  advanced: 500,\n  agency: 1000,\n  // Finite like the campaign allowance beside it, and for the same reason\n  // one-to-one mail is capped on every other tier: a rep with a template and\n  // a list can put thousands of messages onto the platform's sending\n  // reputation in an afternoon. A negotiated agreement whose reps need more\n  // than 2,000 a day says so, and the override is what carries it.\n  enterprise: 2_000,\n}\n\n/** The CRM's plan figures, for the manifest generator. */\nexport function crmPlanEntitlements(): PluginPlanEntitlementsDeclaration {\n  return {\n    quotas: [\n      {\n        key: 'crmEmailsPerDay',\n        label: 'One-to-one emails / day',\n        byPlan: CRM_EMAILS_PER_DAY_BY_PLAN,\n      },\n    ],\n  }\n}\n"],"names":["CRM_EMAILS_PER_DAY_BY_PLAN","free","starter","pro","business","scale","advanced","agency","enterprise","crmPlanEntitlements","quotas","key","label","byPlan"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,6EAA6E;AAC7E,wEAAwE;AA0DxE,iFAAiF,GACjF,OAAO,MAAMA,6BAAgE;IAC3E,qEAAqE;IACrE,6DAA6D;IAC7D,8DAA8D;IAC9D,yEAAyE;IACzE,MAAM;IACNC,MAAM;IACN,2EAA2E;IAC3E,4EAA4E;IAC5E,2EAA2E;IAC3E,2EAA2E;IAC3E,0EAA0E;IAC1E,yDAAyD;IACzDC,SAAS;IACTC,KAAK;IACLC,UAAU;IACVC,OAAO;IACPC,UAAU;IACVC,QAAQ;IACR,wEAAwE;IACxE,2EAA2E;IAC3E,mEAAmE;IACnE,0EAA0E;IAC1E,iEAAiE;IACjEC,YAAY;AACd,EAAC;AAED,wDAAwD,GACxD,OAAO,SAASC;IACd,OAAO;QACLC,QAAQ;YACN;gBACEC,KAAK;gBACLC,OAAO;gBACPC,QAAQb;YACV;SACD;IACH;AACF"}